Civic Intelligence

Teamsters Western Region and New Jersey Health Care Fund

990 • Fiscal year 2012 • EIN 86-6052021

Dec 01, 2011 to Nov 30, 2012 • Filed on Jun 27, 2013

Organization ProfileN/A

View Organization Page

2400 W Dunlap Avenue85021
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

76th percentile

0.25x

Higher debt load relative to assets than 76% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

32nd percentile

-0.1%

Faster asset growth than 32% of similar nonprofits.

2012 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$12,529,284

Down $13,645 (-0.1%) from 2011

Net Assets

Down

$9,453,187

Down $29,985 (-0.3%) from 2011

Liabilities

Up

$3,076,097

Up $16,340 (+0.5%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$27,800,070

Up $1,271,076 (+4.8%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0B$4.0B$2.0B$0Assets 2010: $11,865,813Liabilities 2010: $2,523,439Net Assets 2010: $9,342,3742010Assets 2011: $12,542,929Liabilities 2011: $3,059,757Net Assets 2011: $9,483,1722011Assets 2012: $12,529,284Liabilities 2012: $3,076,097Net Assets 2012: $9,453,1872012Assets 2013: $15,152,365Liabilities 2013: $4,366,573Net Assets 2013: $10,785,7922013Assets 2014: $638,168,189Liabilities 2014: $49,146,585Net Assets 2014: $589,021,6042014Assets 2015: $739,679,181Liabilities 2015: $43,858,789Net Assets 2015: $695,820,3922015Assets 2016: $918,712,707Liabilities 2016: $42,646,901Net Assets 2016: $876,065,8062016Assets 2017: $1,171,645,696Liabilities 2017: $57,652,488Net Assets 2017: $1,113,993,2082017Assets 2018: $1,334,707,620Liabilities 2018: $58,745,902Net Assets 2018: $1,275,961,7182018Assets 2019: $1,706,259,010Liabilities 2019: $70,005,000Net Assets 2019: $1,636,254,0102019Assets 2020: $2,169,172,532Liabilities 2020: $84,135,630Net Assets 2020: $2,085,036,9022020Assets 2021: $2,785,434,314Liabilities 2021: $99,951,056Net Assets 2021: $2,685,483,2582021Assets 2022: $2,901,404,610Liabilities 2022: $94,428,984Net Assets 2022: $2,806,975,6262022Assets 2023: $3,463,735,405Liabilities 2023: $102,060,043Net Assets 2023: $3,361,675,3622023Assets 2024: $4,267,436,147Liabilities 2024: $102,549,516Net Assets 2024: $4,164,886,6312024

Highlighted filing

2012

Assets$12,529,284
Liabilities$3,076,097
Net Assets$9,453,187
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5B$1.0B$500M$0Expenses 2010: $26,214,6242010Expenses 2011: $26,528,9942011Expenses 2012: $27,800,0702012Expenses 2013: $25,523,1042013Revenue 2014: $806,413,500Expenses 2014: $231,059,337Net Income 2014: $575,354,1632014Revenue 2015: $561,456,561Expenses 2015: $458,702,544Net Income 2015: $102,754,0172015Revenue 2016: $640,929,844Expenses 2016: $476,795,645Net Income 2016: $164,134,1992016Revenue 2017: $722,017,106Expenses 2017: $530,549,296Net Income 2017: $191,467,8102017Revenue 2018: $765,801,652Expenses 2018: $568,056,521Net Income 2018: $197,745,1312018Revenue 2019: $904,279,708Expenses 2019: $619,119,679Net Income 2019: $285,160,0292019Revenue 2020: $986,105,348Expenses 2020: $638,876,060Net Income 2020: $347,229,2882020Revenue 2021: $1,104,803,734Expenses 2021: $733,080,500Net Income 2021: $371,723,2342021Revenue 2022: $1,224,704,638Expenses 2022: $797,531,600Net Income 2022: $427,173,0382022Revenue 2023: $1,286,313,579Expenses 2023: $874,658,030Net Income 2023: $411,655,5492023Revenue 2024: $1,369,896,765Expenses 2024: $998,085,140Net Income 2024: $371,811,6252024

Highlighted filing

2012

Revenue-
Expenses$27,800,070
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2011 to Nov 30, 2012
Signed
Jun 27, 2013
Return Version
2011v1.5
Gross Receipts
$30,629,845
Mission and Program Overview

Mission

Health & welfare benefits provided to members who are covered by collective bargaining agreements between union and employers.

Filing and Contact Details

Filer

EIN
86-6052021
Raw XML AppendixShowing 400 of 629 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/GeneralExplanation/Explanation0THE TRUSTEES HAVE CONTRACTED WITH A THIRD PARTY ADMINISTRATOR TO PERFORM THE EVERYDAY ADMINISTRATION OF THE FUND.
IRS990ScheduleO/GeneralExplanation/Explanation1A COPY OF FORM 990 WAS PRESENTED TO THE TRUSTEES FOR REVIEW AND SIGNATURES.
IRS990ScheduleO/GeneralExplanation/Explanation2MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY IS APPROVED ANNUALLY AT BOARD OF TRUSTEES MEETING.
IRS990ScheduleO/GeneralExplanation/Explanation3SUMMARY ANNUAL REPORTS ARE PROVIDED TO ALL PARTICIPANTS ANNUALLY. SPDS ARE AVAILABLE VIA WEBSITE AND FROM THE ADMINISTRATOR UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST OF THE DOL OR ADMINISTRATION.
IRS990ScheduleO/GeneralExplanation/Explanation4STUART MARCUS - 2750 SOUTH PRIEST AVENUE, TEMPE, AZ 85282. DOUGLAS RUYGROK - 618 MICHILLINDA AVENUE, ARCADIA, CA XXX-XX-XXXX. ANDREW MARSHALL - 1450 S. 27 AVENUE, PHOENIX, AZ 85009. FRANK MENDOZA - 1450 S. 27 AVENUE, PHOENIX, AZ 85009. KARLA SCHUMANN - 1450 S. 27 AVENUE, PHOENIX, AZ 85009.
IRS990ScheduleO/GeneralExplanation/Explanation5Net unrealized gains on investments: 430,994.
IRS990ScheduleO/GeneralExplanation/Identifier0Contact Addresses for Officers, Directors, Etc
IRS990ScheduleO/GeneralExplanation/Identifier1Changes in Net Assets or Fund Balances:
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part VII
IRS990ScheduleO/GeneralExplanation/ReturnReference5Form 990, Part XI, line 5:
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IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City9BATTLE CREEK
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City10KINGMAN
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City11SANTA BARABARA
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City12PHOENIX
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City13LOS ANGELES
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City14DES MOINES
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City15PLEASANTON
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City16HANOVER TWP
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City17PHOENIX
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City18OGDEN
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City19TUCSON
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City20TOLLESON
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City21OMAHA
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City22TEMPE
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City23PHOENIX
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/City24PHOENIX
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State0AZ
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State1AZ
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State2AZ
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State3AZ
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State4AZ
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State5CA
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State6AZ
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State7NJ
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State8MO
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State9MI
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State10AZ
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State11CA
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State12AZ
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State13CA
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State14IA
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State15CA
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State16PA
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State17AZ
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State18UT
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State19AZ
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State20AZ
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State21NE
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State22AZ
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State23AZ
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State24AZ
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode085043
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode185016
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode285353
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode385009
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode485004
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode591203
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode685281
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode707656
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode864111
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode949017
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode1086409
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode1193103
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode1285007
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode1390071
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode1450309
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode1594588
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode1618706
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode1785009
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode1884401
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode1985705
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode2085353
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode2168137
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode2285282
IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode2385009

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$12,529,284
Liabilities
$3,076,097
Net assets
$9,453,187
Revenue
-
Expenses
$27,800,070
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4,267$103$4,165$1,370$998$372
2023Detailed filing. Detailed filing data is available for this year.$3,464$102$3,362$1,286$875$412
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2,901$94.4$2,807$1,225$798$427
2021Detailed filing. Detailed filing data is available for this year.$2,785$100.0$2,685$1,105$733$372
2020Detailed filing. Detailed filing data is available for this year.$2,169$84.1$2,085$986$639$347
2019Detailed filing. Detailed filing data is available for this year.$1,706$70.0$1,636$904$619$285
2018Detailed filing. Detailed filing data is available for this year.$1,335$58.7$1,276$766$568$198
2017Detailed filing. Detailed filing data is available for this year.$1,172$57.7$1,114$722$531$191
2016Detailed filing. Detailed filing data is available for this year.$919$42.6$876$641$477$164
2015Detailed filing. Detailed filing data is available for this year.$740$43.9$696$561$459$103
2014Detailed filing. Detailed filing data is available for this year.$638$49.1$589$806$231$575
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$4.37$10.8$25.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$3.08$9.45$27.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$3.06$9.48$26.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$2.52$9.34$26.2