Civic Intelligence

Utah-Idaho Teamsters Security Fund

990 • Fiscal year 2012 • EIN 87-6122720

May 01, 2011 to Apr 30, 2012 • Filed on Feb 11, 2013

Organization ProfileN/A

View Organization Page

PO Box 3074984130
Siviq Scores

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

Liabilities / Assets

48th percentile

0.02x

Higher debt load relative to assets than 48% 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

2nd percentile

-46%

Faster asset growth than 2% 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 / Assets48th percentile

Assets

Down

$26,891,974

Down $23,301,940 (-46%) from 2011

Net Assets

Down

$26,277,491

Down $22,156,236 (-46%) from 2011

Liabilities

Down

$614,483

Down $1,145,704 (-65%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$29,346,266

Up $197,916 (+0.7%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

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

$80M$60M$40M$20M$0Assets 2010: $48,828,090Liabilities 2010: $2,527,881Net Assets 2010: $46,300,2092010Assets 2011: $50,193,914Liabilities 2011: $1,760,187Net Assets 2011: $48,433,7272011Assets 2012: $26,891,974Liabilities 2012: $614,483Net Assets 2012: $26,277,4912012Assets 2013: $33,296,587Liabilities 2013: $515,111Net Assets 2013: $32,781,4762013Assets 2014: $31,420,461Liabilities 2014: $934,423Net Assets 2014: $30,486,0382014Assets 2015: $29,308,819Liabilities 2015: $1,156,711Net Assets 2015: $28,152,1082015Assets 2016: $27,347,986Liabilities 2016: $155,042Net Assets 2016: $27,192,9442016Assets 2017: $33,920,704Liabilities 2017: $187,111Net Assets 2017: $33,733,5932017Assets 2018: $43,048,940Liabilities 2018: $1,796,905Net Assets 2018: $41,252,0352018Assets 2019: $44,723,206Liabilities 2019: $555,163Net Assets 2019: $44,168,0432019Assets 2020: $48,194,076Liabilities 2020: $79,087Net Assets 2020: $48,114,9892020Assets 2021: $60,561,231Liabilities 2021: $74,562Net Assets 2021: $60,486,6692021Assets 2022: $66,405,330Liabilities 2022: $180,041Net Assets 2022: $66,225,2892022Assets 2023: $68,838,027Liabilities 2023: $190,513Net Assets 2023: $68,647,5142023Assets 2024: $73,408,211Liabilities 2024: $715,826Net Assets 2024: $72,692,3852024Assets 2025: $78,837,029Liabilities 2025: $95,633Net Assets 2025: $78,741,3962025

Highlighted filing

2012

Assets$26,891,974
Liabilities$614,483
Net Assets$26,277,491
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$80M$60M$40M$20M$0-$20MExpenses 2010: $26,553,4572010Expenses 2011: $29,148,3502011Expenses 2012: $29,346,2662012Expenses 2013: $32,063,9202013Revenue 2014: $32,336,946Expenses 2014: $34,165,904Net Income 2014: -$1,828,9582014Revenue 2015: $34,269,594Expenses 2015: $36,784,439Net Income 2015: -$2,514,8452015Revenue 2016: $38,402,430Expenses 2016: $39,212,382Net Income 2016: -$809,9522016Revenue 2017: $39,997,310Expenses 2017: $33,090,236Net Income 2017: $6,907,0742017Revenue 2018: $43,459,729Expenses 2018: $35,614,464Net Income 2018: $7,845,2652018Revenue 2019: $47,139,744Expenses 2019: $44,678,722Net Income 2019: $2,461,0222019Revenue 2020: $52,037,239Expenses 2020: $48,871,144Net Income 2020: $3,166,0952020Revenue 2021: $58,180,843Expenses 2021: $45,461,107Net Income 2021: $12,719,7362021Revenue 2022: $62,476,382Expenses 2022: $52,727,212Net Income 2022: $9,749,1702022Revenue 2023: $59,651,210Expenses 2023: $57,587,945Net Income 2023: $2,063,2652023Revenue 2024: $59,582,095Expenses 2024: $60,267,983Net Income 2024: -$685,8882024Revenue 2025: $67,114,746Expenses 2025: $63,409,917Net Income 2025: $3,704,8292025

Highlighted filing

2012

Revenue-
Expenses$29,346,266
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2011 to Apr 30, 2012
Signed
Feb 11, 2013
Return Version
2011v1.5
Gross Receipts
$45,774,905
Filing and Contact Details

Filer

EIN
87-6122720
Raw XML Appendix385 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.

Path#Value
IRS990/AccountantCompileOrReview0false
IRS990/AccountsPayableAccruedExpenses/BOY0654572
IRS990/AccountsPayableAccruedExpenses/EOY0463672
IRS990/AccountsReceivable/BOY02507015
IRS990/AccountsReceivable/EOY02321224
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0TAFT-HARTLEY WELFARE BENEFIT PLAN
IRS990/Advertising/Total00
IRS990/AllAffiliatesIncluded0false
IRS990/AllOtherExpenses/Total020307
IRS990/AnnualDisclosureCoveredPersons0true
IRS990/AuditCommittee0true
IRS990/BenefitsPaidToMembersCY026213258
IRS990/BenefitsPaidToMembersPriorYear025981106
IRS990/BenefitsToMembers/Total026213258
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CapStckTrstPrinCurrentFunds/BOY048433727
IRS990/CapStckTrstPrinCurrentFunds/EOY026277491
IRS990/CashNonInterestBearing/BOY0-924891
IRS990/CashNonInterestBearing/EOY0-679391
IRS990/ChangesToOrganizingDocs0true
IRS990/CollectionsOfArt0false
IRS990/CompCurrentOfficersDirectors/Total00
IRS990/CompDisqualPersons/Total00
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ComplianceWithBackupWitholding0false
IRS990/ConferencesMeetings/Total00
IRS990/ConflictOfInterestPolicy0true
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0false
IRS990/ContributionsGrantsCurrentYear00
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0true
IRS990/DepreciationDepletion/Total00
IRS990/DescribedIn501C30false
IRS990/Description0THIS IS A TAFT-HARTLEY MULTIEMPLOYER COLLECTIVELY BARGAINED WELFARE BENEFIT TRUST EXEMPT UNDER IRC 501(C)(9) OF THE IRC.THE TRUST PROVIDES HEALTH AND WELFARE BENEFITS TO COVERED PARTICIPANTS IN UTAH AND IDAHO.
IRS990/DisregardedEntity0false
IRS990/DistributionToDonor0false
IRS990/DocumentRetentionPolicy0false
IRS990/DonorAdvisedFunds0false
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers0true
IRS990/EmploymentTaxReturnsFiled0false
IRS990/EscrowAccount0false
IRS990/ExcessBenefitTransaction0false
IRS990/ExcessBusinessHoldings0false
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditPerformed0false
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesAccounting/Total027638
IRS990/FeesForServicesInvstMgmntFees/Total00
IRS990/FeesForServicesLegal/Total011817
IRS990/FeesForServicesLobbying/Total00
IRS990/FeesForServicesManagement/Total01998951
IRS990/FeesForServicesOther/Total012338
IRS990/FeesForServicesProfFundraising/Total00
IRS990/FiledLieu10410false
IRS990/FinancialStatementSeparate0X
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignGrants/Total00
IRS990/ForeignOffice0false
IRS990/Form720Filed0false
IRS990/Form8886TFiled0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/NamePerson0MIKE CARNEFIX
IRS990/Form990PartVIISectionA/NamePerson1LEISLE FITZGERALD
IRS990/Form990PartVIISectionA/NamePerson2MATTHEW OGLESBY
IRS990/Form990PartVIISectionA/NamePerson3DAVID ANDERSON
IRS990/Form990PartVIISectionA/NamePerson4CORY HASLAM
IRS990/Form990PartVIISectionA/NamePerson5ROBERT LEE
IRS990/Form990PartVIISectionA/NamePerson6MAX HALLFRISCH
IRS990/Form990PartVIISectionA/NamePerson7RUSTY HART
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/Title0MGMT TRUSTEE
IRS990/Form990PartVIISectionA/Title1MGMT TRUSTEE
IRS990/Form990PartVIISectionA/Title2MGMT TRUSTEE
IRS990/Form990PartVIISectionA/Title3MGMT TRUSTEE
IRS990/Form990PartVIISectionA/Title4UNION TRUSTEE
IRS990/Form990PartVIISectionA/Title5UNION TRUSTEE
IRS990/Form990PartVIISectionA/Title6UNION TRUSTEE
IRS990/Form990PartVIISectionA/Title7UNION TRUSTEE
IRS990/Form990ProvidedToGoverningBody0true
IRS990/Form990-TFiled0false
IRS990/FormersListed0false
IRS990/FSAudited0true
IRS990/FundraisingActivities0false
IRS990/GainOrLoss/Securities0149061
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToDomesticIndividuals/Total00
IRS990/GrantsToDomesticOrgs/Total00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities018274055
IRS990/GrossReceipts045774905
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn00
IRS990/IndependentAuditFinancialStmt0true
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InformationTechnology/Total00
IRS990/Insurance/Total0229142
IRS990/IntangibleAssets/EOY00
IRS990/Interest/Total00
IRS990/InventoriesForSaleOrUse/EOY00
IRS990/InvestmentIncomeCurrentYear0912793
IRS990/InvestmentIncomePriorYear01694089
IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome0763732
IRS990/InvestmentIncome/TotalRevenueColumn0763732
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsOtherSecurities/EOY00
IRS990/InvestmentsProgramRelated/EOY00
IRS990/InvestmentsPubTradedSecurities/BOY024293079
IRS990/InvestmentsPubTradedSecurities/EOY017108012
IRS990/InvestTaxExemptBonds0false
IRS990/LandBuildingsEquipmentBasisNet/EOY00
IRS990/LessCostOthBasisSalesExpenses/Securities018124994
IRS990/LicensedMoreThanOneState0false
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees0true
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0TAFT-HARTLEY WELFARE BENEFIT PLAN
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NbrIndependentVotingMembers08
IRS990/NbrVotingGoverningBodyMembers08
IRS990/NbrVotingMembersGoverningBody08
IRS990/NetAssetsOrFundBalancesBOY048433727
IRS990/NetAssetsOrFundBalancesEOY026277491
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome0149061
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0149061
IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn00
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NonDeductibleDisclosure0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers08
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total00
IRS990/OfficeExpenses/Total00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/OnBehalfOfIssuer0false
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/BOY011334
IRS990/OtherAssetsTotal/EOY011025
IRS990/OtherEmployeeBenefits/Total00
IRS990/OtherExpensePriorYear03167244
IRS990/OtherExpensesCurrentYear03133008
IRS990/OtherExpenses/Description0MISCELLANEOUS EXPENSE
IRS990/OtherExpenses/Description1CONVERSION AND COMPLIANCE COST
IRS990/OtherExpenses/Description2REINSURANCE PREMIUMS
IRS990/OtherExpenses/Description3COST CONTAINMENT FEES
IRS990/OtherExpenses/Total012473
IRS990/OtherExpenses/Total116741
IRS990/OtherExpenses/Total2390262
IRS990/OtherExpenses/Total3393428
IRS990/OtherLiabilities/BOY01105615
IRS990/OtherLiabilities/EOY0150811
IRS990/OtherNotesLoansReceivableNet/EOY00
IRS990/OtherRevenueCurrentYear00
IRS990/OtherSalariesAndWages/Total00
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/Total00
IRS990/PensionPlanContributions/Total00
IRS990/PledgesAndGrantsReceivable/EOY00
IRS990/PoliciesReferenceChapters0false
IRS990/PoliticalActivities0false
IRS990/PrepaidExpensesDeferredCharges/EOY00
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY026737118
IRS990/ProgramServiceRevenue/Description0REFUNDS FROM CLAIM ADJ.
IRS990/ProgramServiceRevenue/Description1EMPLOYER/EMPLOYEE CONTRIB
IRS990/ProgramServiceRevenuePriorYear029258968
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome083440
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome126653678
IRS990/ProgramServiceRevenue/TotalRevenueColumn083440
IRS990/ProgramServiceRevenue/TotalRevenueColumn126653678
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReceivablesFromDisqualPersons/EOY00
IRS990/ReceivablesFromOfficersEtc/EOY00
IRS990/ReconcilationOtherChanges0-20459881
IRS990/ReconcilationRevenueExpenses0-1696355
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0true
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0true
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY0-1696355
IRS990/RevenuesLessExpensesPriorYear01804707
IRS990/RoyaltiesRevenue/TotalRevenueColumn00
IRS990/Royalties/Total00
IRS990/SalariesEtcCurrentYear00
IRS990/SavingsAndTempCashInvestments/BOY024307377
IRS990/SavingsAndTempCashInvestments/EOY08131104
IRS990/ScheduleBRequired0false
IRS990ScheduleD/ExcessOrDeficitForYear0-1696355
IRS990ScheduleD/ExcessOrDeficitPerFS0-22156236
IRS990ScheduleD/ExpensesSubtotal029346266
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0The Trust follows the recommendations of Financial Accounting Standards Board ("FASB") Accounting Standards Codification ("ASC") 820 Fair Value Measurements and Disclosures for financial assets and liabilities measured on a recurring basis. ASC 820 clarifies that fair value is an exit price, representing the amount that would be received upon the sale of an asset, or the amount paid to transfer a liability in an orderly transaction between market participants. As such, fair value is a market-based measurement that should be determined based on assumptions that market participants would use in pricing an asset or liability.ASC 820 established a framework for measuring fair value. That framework provides a fair value hierarchy that prioritizes the inputs to valuation techniques used to measure fair value. The hierarchy gives the highest priority to unadjusted quoted prices in active markets for identical assets or liabilities (level 1 measurements) and the lowest priority to unobservable inputs (level 3 measurements).The three levels of the fair value hierarchy under ASC 820 are described below:Level 1Inputs to the valuation methodology are unadjusted quoted prices for identical assets or liabilities in active markets that the Trust has the ability to access.Level 2Inputs to the valuation methodology include: - Quoted prices for similar assets or liabilities in active markets; - Quoted prices for identical or similar assets or liabilities in inactive markets; - Inputs other than quoted prices that are observable for the asset or liability; - Inputs that are derived principally from or corroborated by observable market data by correlation or other means. If the asset or liability has a specified (contractual) term, the Level 2 input must be observable for substantially the full term of the asset or liability.Level 3Inputs to the valuation methodology are unobservable and significant to the fair value measurement.The asset or liability's fair value measurement level within the fair value hierarchy is based on the lowest level of any input that is significant to the fair value measurement. Valuation techniques used need to maximize the use of observable inputs and minimize the use of unobservable inputs.The preceding methods described may produce a fair value calculation that may not be indicative of net realizable value or reflective of future fair values. Furthermore, although the Trust believes its valuation methods are appropriate and consistent with other market participants, the use of different methodologies or assumptions to determine the fair value of certain financial instruments could result in a different fair value measurement at the reporting date.The Trust has adopted the reporting requirements of FASB Accounting Standards Update 2010-06, Fair Value Measurements and Disclosures: Improving Disclosures about Fair Value Measurements, which changes the way transfers in and out of Levels 1 and 2, activity in Level 3 fair value measurements, and inputs and valuation techniques are reported. There are three general valuation techniques that may be used to measure fair value, as described below: Market approach Uses prices and other relevant information generated by market transactions involving identical or comparable assets or liabilities. Prices may be indicated by pricing guides, sale transactions, market trades, or other sources; Cost approach Based on the amount that currently would be required to replace the service capacity of an asset (replacement cost); Income approach Uses valuation techniques to convert future amounts to a single present amount based on current market expectations about the future amounts (includes present value techniques, and option-pricing models). Net present value is an income approach where a stream of expected cash flows is discounted at an appropriate market interest rate.Assets itemized below were measured at fair value during the year ended April 30, 2012 using the market approach.The f
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1RECLASSIFICATION OF LIFE RESERVE $1105615 TRANSFER TO UT ID TEAMSTERS RETIREES TRUST $ -21707899
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0Part X
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1Part XI, Line 8
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0Part X : FIN48 Footnote
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1Part XI, Line 8: Other Changes in Net Assets or Fund Balances
IRS990ScheduleD/NetUnrealizedGainsInvestments0142403
IRS990ScheduleD/NetUnrealizedGLOnInvestments0142403
IRS990ScheduleD/OtherAmount0-20602284
IRS990ScheduleD/OtherLiabilities/Amount0150811
IRS990ScheduleD/OtherLiabilities/Description0DUE TO RELATED PARTY
IRS990ScheduleD/RevenueNotRptdF9900142403
IRS990ScheduleD/RevenueSubtotal027649911
IRS990ScheduleD/TotalAdjustments0-20459881
IRS990ScheduleD/TotalExpenses029346266
IRS990ScheduleD/TotalExpensesPerForm990029346266
IRS990ScheduleD/TotalOfAmounts0150811
IRS990ScheduleD/TotalRevenue027649911
IRS990ScheduleD/TotalRevenuePerForm990027649911
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt029346266
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt027792314
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0No documents available to the public.
IRS990ScheduleO/GeneralExplanation/Explanation1The Board of Trustees have adopted a Conflict of Interest Policy. Each year each Trustee is mailed a Conflict of Interest letter asking them to disclose any potential conflict of interest. The contract administrator gathers all of the responses and should a conflict arise, brings it to the full Board of Trustees.
IRS990ScheduleO/GeneralExplanation/Explanation2The Board of Trustees retains an independent CPA firm to perform an annual audit and prepares the annual tax form 990. Each Board member is given a copy of the 990. The 990 is reviewed by the CPA with the Board of Trustees and once the Trustees are satisfied that the return is complete and accurate they authorize the CPA to electronically file it.
IRS990ScheduleO/GeneralExplanation/Explanation3BEGINNING 5-1-11, THE FUND SPUN OFF THE RETIREES' IN THE FUND INTO A TRUST CALLED UTAH-IDAHO TEAMSTERS RETRIEES' TRUST. THUS ALL THE ORGANIZATIONAL DOCUMENTS WERE UPDATED TO REFLECT THIS CHANGE.
IRS990ScheduleO/GeneralExplanation/Explanation4THE TRUSTEES HAVE RETAINED CORBETT BENEFIT TO ACT AS THE ADMINISTRATOR OF THE HEALTH CARE PROVISIONS OF THE TRUST. CORBETT BENEFIT IS NOT RELATED TO ANY OF THE TRUSTEES AND IS AN INDEPENDENT THIRD PARTY ADMINISTRATOR. CORBETT BENEFIT IS A PARTY-IN-INTEREST.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Line 11
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990, Part VI, Line 4
IRS990ScheduleO/GeneralExplanation/Identifier4Form 990, Part VI, Line 3
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Line 11: Form 990 Review Process
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents
IRS990ScheduleO/GeneralExplanation/ReturnReference4Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
IRS990/ScheduleORequired0false
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0UT
IRS990/SubjectToProxyTax0false
IRS990/TaxableDistributions0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine102621 SOUTH 3270 WEST
IRS990/TheBooksAreInCareOf/AddressUS/City0SALT LAKE CITY
IRS990/TheBooksAreInCareOf/AddressUS/State0UT
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode084130
IRS990/TheBooksAreInCareOf/NamePerson0FRANK CORBETT
IRS990/TheBooksAreInCareOf/TelephoneNumber08019721177
IRS990/TotalAssets/BOY050193914
IRS990/TotalAssetsBOY050193914
IRS990/TotalAssets/EOY026891974
IRS990/TotalAssetsEOY026891974
IRS990/TotalCompGT150K0false
IRS990/TotalContributions00
IRS990/TotalExpensesCurrentYear029346266
IRS990/TotalExpensesPriorYear029148350
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices00
IRS990/TotalFunctionalExpenses/Total029346266
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY01760187
IRS990/TotalLiabilitiesBOY01760187
IRS990/TotalLiabilities/EOY0614483
IRS990/TotalLiabilitiesEOY0614483
IRS990/TotalLiabNetAssetsFundBalances/BOY050193914
IRS990/TotalLiabNetAssetsFundBalances/EOY026891974
IRS990/TotalNbrEmployees00
IRS990/TotalNbrVolunteers08
IRS990/TotalNetAssetsFundBalances/BOY048433727
IRS990/TotalNetAssetsFundBalances/EOY026277491
IRS990/TotalOtherRevenue00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceRevenue026737118
IRS990/TotalRevenueCurrentYear027649911
IRS990/TotalRevenuePriorYear030953057
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome027649911
IRS990/TotalRevenue/TotalRevenueColumn027649911
IRS990/TransactionRelatedEntity0false
IRS990/TransfersToExemptNonChrtblOrg0false
IRS990/TravelEntrtnmntPublicOfficials/Total00
IRS990/Travel/Total019911
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0false
IRS990/WrittenPolicyOrProcedure0false
IRS990/YearFormation01956
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0876122720
ReturnHeader/Filer/Name/BusinessNameLine10UTAH-IDAHO TEAMSTERS SECURITY FUND
ReturnHeader/Filer/NameControl0UTAH
ReturnHeader/Filer/Phone08019721177
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 30749
ReturnHeader/Filer/USAddress/City0SALT LAKE CITY
ReturnHeader/Filer/USAddress/State0UT
ReturnHeader/Filer/USAddress/ZIPCode084130
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-02-11
ReturnHeader/Officer/Name0RUSTY HART
ReturnHeader/Officer/Title0UNION TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10HAYNIE AND COMPANY CPAS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101785 West 2300 South
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Salt Lake City
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0UT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0841192065
ReturnHeader/Preparer/Name0Scott A Czaja CPA
ReturnHeader/Preparer/Phone08019724800
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-05-01
ReturnHeader/TaxPeriodEndDate02012-04-30
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-02-11T09:31:59-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$26,891,974
Liabilities
$614,483
Net assets
$26,277,491
Revenue
-
Expenses
$29,346,266
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$78.8$0.10$78.7$67.1$63.4$3.70
2024Detailed filing. Detailed filing data is available for this year.$73.4$0.72$72.7$59.6$60.3$0.69
2023Detailed filing. Detailed filing data is available for this year.$68.8$0.19$68.6$59.7$57.6$2.06
2022Detailed filing. Detailed filing data is available for this year.$66.4$0.18$66.2$62.5$52.7$9.75
2021Detailed filing. Detailed filing data is available for this year.$60.6$0.07$60.5$58.2$45.5$12.7
2020Detailed filing. Detailed filing data is available for this year.$48.2$0.08$48.1$52.0$48.9$3.17
2019Detailed filing. Detailed filing data is available for this year.$44.7$0.56$44.2$47.1$44.7$2.46
2018Detailed filing. Detailed filing data is available for this year.$43.0$1.80$41.3$43.5$35.6$7.85
2017Detailed filing. Detailed filing data is available for this year.$33.9$0.19$33.7$40.0$33.1$6.91
2016Detailed filing. Detailed filing data is available for this year.$27.3$0.16$27.2$38.4$39.2$0.81
2015Detailed filing. Detailed filing data is available for this year.$29.3$1.16$28.2$34.3$36.8$2.51
2014Detailed filing. Detailed filing data is available for this year.$31.4$0.93$30.5$32.3$34.2$1.83
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.3$0.52$32.8$32.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.9$0.61$26.3$29.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.2$1.76$48.4$29.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.8$2.53$46.3$26.6