Civic Intelligence

Teamsters Western Region and New Jersey Health Care Fund

990 • Fiscal year 2013 • EIN 86-6052021

Dec 01, 2012 to Nov 30, 2013 • Filed on Jun 11, 2014

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

79th percentile

0.29x

Higher debt load relative to assets than 79% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

86th percentile

21%

Faster asset growth than 86% of similar nonprofits.

2013 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$15,152,365

Up $2,623,081 (+21%) from 2012

Net Assets

Up

$10,785,792

Up $1,332,605 (+14%) from 2012

Liabilities

Up

$4,366,573

Up $1,290,476 (+42%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$25,523,104

Down $2,276,966 (-8.2%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2013

Assets$15,152,365
Liabilities$4,366,573
Net Assets$10,785,792
Open 2013 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

2013

Revenue-
Expenses$25,523,104
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2012 to Nov 30, 2013
Signed
Jun 11, 2014
Return Version
2012v2.1
Gross Receipts
$33,731,498
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 645 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 - 20227 N 27TH AVENUE, PHOENIX, AZ 85027. 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.
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IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part VII
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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
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IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State8MO
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IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State10AZ
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IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/State14IA
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IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode1193103
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IRS990ScheduleR/Form990ScheduleRPartIV/AddressUS/ZIPCode1390071
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Document Assets

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$15,152,365
Liabilities
$4,366,573
Net assets
$10,785,792
Revenue
-
Expenses
$25,523,104
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