Civic Intelligence

Teamsters Local 2727 Retiree Medical

EIN 83-4232289 • 501(c)9 • Phoenix, AZ

View Organization Page

Profile

Retiree health & welfare benefits provided to members who are covered by collective bargaining agreement between union and employer.

2550 W Union Hills Drive 290Phoenix, AZ 85027

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

27th percentile

0.00x

Higher debt load relative to revenue than 27% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

94th percentile

67%

Higher net margin than 94% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

81st percentile

16%

Faster asset growth than 81% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

38%

Faster revenue growth than 91% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$64,087,116

Up $8,721,241 (+16%) from 2023

Liabilities

Down

$32,499

Down $43,438 (-57%) from 2023

Net Assets

Up

$64,054,617

Up $8,764,679 (+16%) from 2023

Operations
Liabilities / Revenue27th percentileNet Margin94th percentile

Revenue

Up

$10,005,713

Up $2,761,916 (+38%) from 2023

Expenses

Up

$3,260,891

Up $802,823 (+33%) from 2023

Net Income

Up

$6,744,822

Up $1,959,093 (+41%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth81st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2019: $28,521,665Liabilities 2019: $20,052Net Assets 2019: $28,501,6132019Assets 2020: $38,875,768Liabilities 2020: $146,801Net Assets 2020: $38,728,9672020Assets 2021: $47,275,174Liabilities 2021: $153,976Net Assets 2021: $47,121,1982021Assets 2022: $45,468,779Liabilities 2022: $27,749Net Assets 2022: $45,441,0302022Assets 2023: $55,365,875Liabilities 2023: $75,937Net Assets 2023: $55,289,9382023Assets 2024: $64,087,116Liabilities 2024: $32,499Net Assets 2024: $64,054,6172024

Highlighted filing

2024

Assets$64,087,116
Liabilities$32,499
Net Assets$64,054,617
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0Revenue 2019: $27,956,722Expenses 2019: $187,618Net Income 2019: $27,769,1042019Revenue 2020: $7,548,249Expenses 2020: $861,266Net Income 2020: $6,686,9832020Revenue 2021: $9,314,656Expenses 2021: $1,601,008Net Income 2021: $7,713,6482021Revenue 2022: $8,224,659Expenses 2022: $1,971,378Net Income 2022: $6,253,2812022Revenue 2023: $7,243,797Expenses 2023: $2,458,068Net Income 2023: $4,785,7292023Revenue 2024: $10,005,713Expenses 2024: $3,260,891Net Income 2024: $6,744,8222024

Highlighted filing

2024

Revenue$10,005,713
Expenses$3,260,891
Net Income$6,744,822
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$64,087,116
Liabilities
$32,499
Net assets
$64,054,617
Revenue
$10,005,713
Expenses
$3,260,891
Net income
$6,744,822
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.1$0.03$64.1$10.0$3.26$6.74
2023Detailed filing. Detailed filing data is available for this year.$55.4$0.08$55.3$7.24$2.46$4.79
2022Detailed filing. Detailed filing data is available for this year.$45.5$0.03$45.4$8.22$1.97$6.25
2021Detailed filing. Detailed filing data is available for this year.$47.3$0.15$47.1$9.31$1.60$7.71
2020Detailed filing. Detailed filing data is available for this year.$38.9$0.15$38.7$7.55$0.86$6.69
2019Detailed filing. Detailed filing data is available for this year.$28.5$0.02$28.5$28.0$0.19$27.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 12, 2025
Return Version
2024v5.2
Gross Receipts
$18,829,706
Mission and Program Overview

Mission

Retiree health & welfare benefits provided to members who are covered by collective bargaining agreement between union and employer.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$55,289,938$64,054,617▲ $8,764,679
Investments in Publicly Traded Securities$54,817,416$63,549,188▲ $8,731,772
Cash and Non-Interest-Bearing Accounts$389,282$378,592▼ $10,690
Accounts Receivable$136,249$142,548▲ $6,299
Prepaid Expenses and Deferred Charges$22,928$16,788▼ $6,140
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$55,365,875$64,087,116▲ $8,721,241
Liabilities
Tax Exempt Bond Liabilities$24,750$28,200▲ $3,450
Other Liabilities$49,556$2,877▼ $46,679
Accounts Payable and Accrued Expenses$1,631$1,422▼ $209
Total Liabilities$75,937$32,499▼ $43,438
Net Assets / Fund Balance
Total Net Assets Fund Balance$55,289,938$64,054,617▲ $8,764,679
Total Liabilities and Net Assets / Fund Balance$55,365,875$64,087,116▲ $8,721,241
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Cliff JonesTrustee
John VeentjerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,116,706
Investment Income
$2,889,007
Other Revenue
$0
Change in Net Assets
$6,744,822

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,948,376
Revenue Not Reported on Financial Statements
$57,337
Revenue Not Reported on Form 990
$2,019,857
Total Revenue per Audited Statements
$11,968,233
Total Revenue per Form 990
$10,005,713
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$87,063
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$3,173,828--$3,173,828
Fees for Service Investment Mgmnt Fees$57,337--$57,337
Insurance$29,726--$29,726
Total Functional Expenses$3,260,891$0$0$3,260,891

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,260,891
Expenses per Audited Statements$3,250,233
Total Expenses per Audited Statements$3,250,233
Expenses Not Reported on Financial Statements$10,658
Expenses Not Reported on Form 990$0
Other Expense Adjustments$-46,679
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Premiums Payable$2,877
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, line 3

“The Trustees have contracted with a third party administrator to perform the everyday administration of the fund.”

Form 990, Part VI, Section B, line 11B

“A copy of Form 990 was presented to the trustees for review and signatures.”

Form 990, Part VI, Section C, line 19

“Summary Annual Reports are provided to all participants annually. Audited financial statements are available from the administrator upon request, as well as the DOL website.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“John veentjer - 55 glenlake parkway, ne, atlanta, ga 30328. Cliff jones - 7711 beulah church rd, louisville, ky 40228.”

Filing and Contact Details

Filer

Filer Name
Teamsters Local 2727 Retiree Medical
EIN
83-4232289
Phone
6023475175
Address
2550 W UNION HILLS DRIVE 290, PHOENIX, AZ 85027

Signing Officer

Name
Cliff Jones John Veentjer
Title
Trustee
Phone
6023475175
Signed
2025-08-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cliff Jonestrustee John
Formed
2019
Legal Domicile
Az
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Henningfield & Associates Inc
Address
28296 Constellation Road, Valencia, CA 91355
Preparer
Randy D Henningfield
Phone
6612953363
Supplemental Narrative

Financial Statement Notes

Part XII, Line 4B - Other Adjustments:

“Change in premiums payable -46,679.”

Raw XML Appendix332 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Trustees have contracted with a third party administrator to perform the everyday administration of the fund.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of Form 990 was presented to the trustees for review and signatures.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Summary Annual Reports are provided to all participants annually. Audited financial statements are available from the administrator upon request, as well as the DOL website.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3JOHN VEENTJER - 55 GLENLAKE PARKWAY, NE, ATLANTA, GA 30328. CLIFF JONES - 7711 BEULAH CHURCH RD, LOUISVILLE, KY 40228.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VII Contact Addresses for Officers, Directors, Etc
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IRS990/USAddress/AddressLine1Txt02550 W UNION HILLS DRIVE SUITE 290
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CLIFF JONES JOHN VEENTJER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06023475175
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS LOCAL 2727 RETIREE MEDICAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFITS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0834232289
ReturnHeader/Filer/PhoneNum06023475175
ReturnHeader/Filer/USAddress/AddressLine1Txt02550 W UNION HILLS DRIVE 290
ReturnHeader/Filer/USAddress/CityNm0PHOENIX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085027
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0542189926
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Henningfield & Associates Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt028296 Constellation Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Valencia
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091355
ReturnHeader/PreparerPersonGrp/PhoneNum06612953363
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDY D HENNINGFIELD
ReturnHeader/ReturnTs02025-08-25T12:09:06-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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