Civic Intelligence

Utah-Idaho Teamsters Security Fund

990 • Fiscal year 2020 • EIN 87-6122720

May 01, 2019 to Apr 30, 2020 • Filed on Mar 08, 2021

C/O Ssa 2550 W Union Hills Dr 290Phoenix, AZ 85027

(602) 249-3582

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

24th percentile

0.00x

Higher debt load relative to revenue than 24% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Net Margin

52nd percentile

6.1%

Higher net margin than 52% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

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.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Asset Growth

49th percentile

7.8%

Faster asset growth than 49% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

82nd percentile

10%

Faster revenue growth than 82% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Assets

Up

$48,194,076

Up $3,470,870 (+7.8%) from 2019

Net Assets

Up

$48,114,989

Up $3,946,946 (+8.9%) from 2019

Liabilities

Down

$79,087

Down $476,076 (-86%) from 2019

Revenue

Up

$52,037,239

Up $4,897,495 (+10%) from 2019

Expenses

Up

$48,871,144

Up $4,192,422 (+9.4%) from 2019

Net Income

Up

$3,166,095

Up $705,073 (+29%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$48,194,076
Liabilities$79,087
Net Assets$48,114,989

Operations Trend

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

2020

Revenue$52,037,239
Expenses$48,871,144
Net Income$3,166,095
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Mar 8, 2021
Return Version
2019v5.1
Gross Receipts
$90,657,357
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$44,168,043$48,114,989▲ $3,946,946
Investments in Publicly Traded Securities$30,211,078$35,200,630▲ $4,989,552
Cash and Non-Interest-Bearing Accounts$5,167,298$6,429,767▲ $1,262,469
Accounts Receivable$4,377,644$5,132,687▲ $755,043
Savings and Temporary Cash Investments$4,957,895$1,422,727▼ $3,535,168
Prepaid Expenses and Deferred Charges$9,291$8,265▼ $1,026
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$44,723,206$48,194,076▲ $3,470,870
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$501,987$0▼ $501,987
Accounts Payable and Accrued Expenses$53,176$79,087▲ $25,911
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$555,163$79,087▼ $476,076
Net Assets / Fund Balance
Total Net Assets Fund Balance$44,168,043$48,114,989▲ $3,946,946
Total Liabilities and Net Assets / Fund Balance$44,723,206$48,194,076▲ $3,470,870
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bryan FlakeEmployer Trustee
Dave AndersonEmployer Trustee
Mark SchaeferEmployer Trustee
Matthew OglesbyEmployer Trustee
Britt MillerUnion Trustee
Jessica PratherUnion Trustee
Jim JackettaUnion Trustee
Jim StoneUnion Trustee
Spencer HogueUnion Trustee
Terry BartleUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Southwest Service Administrators IContract Admin.2550 W UNION HILLS DR STE 290, Phoenix, AZ 85027$1,217,615
Wise NetworkMedical Admin.6995 S Union Park Ctr Ste 250, Midvale, UT 84047$154,765
Miller Kaplan Arase LLPAudit & Accounting4123 LANKERSHIM BLVD, North Hollywood, CA 91602$146,134
Segal ConsultingConsulting100 MONTGOMERY ST STE 300, San Francisco, CA 94104$109,775
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$51,152,041
Investment Income
$885,198
Other Revenue
$0
Change in Net Assets
$3,166,095

Audited Revenue Reconciliation

Revenue per Audited Statements
$52,037,239
Revenue Not Reported on Form 990
$780,851
Total Revenue per Audited Statements
$52,818,090
Total Revenue per Form 990
$52,037,239
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,367,580
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---$46,503,564
Fees for Services Management---$1,153,283
Fees for Services Other---$714,545
Office Expenses---$189,020
Fees for Services Accounting---$123,570
Fees for Service Investment Mgmnt Fees---$71,222
Conferences and Meetings---$21,453
Fees for Services Legal---$20,623
Insurance---$16,270
Other Expenses---$5,133
Total Functional Expenses$0$0$0$48,871,144

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$48,871,144
Total Expenses per Audited Statements$48,871,144
Total Expenses per Form 990$48,871,144
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Filing and Contact Details

Filer

Filer Name
Utah-idaho Teamsters Security Fund
EIN
87-6122720
In Care Of
% SSA NICK MOWER
Phone
6022493582
Address
C/O SSA 2550 W UNION HILLS DR 290, PHOENIX, AZ 85027

Signing Officer

Name
Spencer Hogue
Title
Secretary
Phone
6022493582
Signed
2021-03-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Anderson
Formed
1956
Legal Domicile
Ut
Voting Board Members
8
Independent Board Members
4
Employees
113
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Edmond Avaness CPA
Phone
8187692010
Supplemental Narrative

Additional Explanations

PART I, LINE 1 AND PART III, LINES 1 AND 4A:

THE UTAH-IDAHO TEAMSTERS SECURITY FUND IS A MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING MEDICAL-HOSPITAL, DENTAL, PRESCRIPTION, VISION, DISABILITY, LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS. part i, line 5; part v, lines 2a and 2b; part ix, lines 7-10: the plan has no statutory employees, however, forms w-2/w-3 were filed for plan participants who received benefits from the plan. PART VI, LINE 11B: THE BOARD OF TRUSTEES RETAINS AN INDEPENDENT CPA FIRM TO PERFORM AN ANNUAL AUDIT AND PREPARE THE ANNUAL TAX FORM 990. EACH BOARD MEMBER IS GIVEN A COPY OF THE FORM 990. THE FORM 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. PART VI, LINE 12C: TRUSTEES ARE REQUIRED TO NOTIFY THE PLAN OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICT. PART VI, LINES 15A AND 15B: MEMBERS OF THE BOARD OF TRUSTEES RECEIVE NO COMPENSATION. THE PLAN DOES NOT HAVE OTHER OFFICERS OR KEY EMPLOYEES AS DEFINED. PART VI, LINE 19: THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON WRITTEN REQUEST. PART VII, COLUMN E: THE FOLLOWING TRUSTEES RECEIVED COMPENSATION FROM RELATED TAX-EXEMPT ORGANIZATIONS AND SUCH COMPENSATION INFORMATION IS AVAILABLE ON THE RELATED ORGANIZATIONS' FORM 990: TERRY BARTLE SPENCER HOGUE JIM JACKETTA BRITT MILLER JESSICA PRATHER JIM STONE

Financial Statement Notes

PART X, LINE 2:

No provision for federal or state income tax is made. The plan has received tax-exempt status from the federal government under internal revenue code section 501(c)(9) and the state of utah under section 16-6a. Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9UNION TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
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IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt08
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IRS990/GrantsPayableGrp/EOYAmt00
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
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IRS990/GrantsToOrganizationsInd0false
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IRS990/GrossReceiptsAmt090657357
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IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InsuranceGrp/TotalAmt016270
IRS990/IntangibleAssetsGrp/BOYAmt00
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IRS990/InterestGrp/TotalAmt00
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IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0750252
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt035200630
IRS990/IRPDocumentCnt03951
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IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0SEE SCHEDULE O
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt048114989
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0780851
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt0189020
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1PCORI FEES
IRS990/OtherExpensesGrp/Desc2PRESERVATION OF RECORDS
IRS990/OtherExpensesGrp/TotalAmt041140
IRS990/OtherExpensesGrp/TotalAmt111321
IRS990/OtherExpensesGrp/TotalAmt25133
IRS990/OtherLiabilitiesGrp/BOYAmt0501987
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09291
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08265
IRS990/PrincipalOfficerNm0DAVE ANDERSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
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IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16512
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt051145529
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16512
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt042309129
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0854518
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02369593
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt046285226
IRS990/PYRevenuesLessExpensesAmt02461022
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt044678722
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt047139744
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt03166095
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt044168043
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt048114989
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04957895
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01422727
IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0780851
IRS990ScheduleD/RevenueNotReportedAmt0780851
IRS990ScheduleD/RevenueSubtotalAmt052037239
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0NO PROVISION FOR FEDERAL OR STATE INCOME TAX IS MADE. THE PLAN HAS RECEIVED TAX-EXEMPT STATUS FROM THE FEDERAL GOVERNMENT UNDER INTERNAL REVENUE CODE SECTION 501(C)(9) AND THE STATE OF UTAH UNDER SECTION 16-6A. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt048871144
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt052037239
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt052818090
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt048871144
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE UTAH-IDAHO TEAMSTERS SECURITY FUND IS A MULTIEMPLOYER WELFARE BENEFIT PLAN PROVIDING MEDICAL-HOSPITAL, DENTAL, PRESCRIPTION, VISION, DISABILITY, LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS. part i, line 5; part v, lines 2a and 2b; part ix, lines 7-10: the plan has no statutory employees, however, forms w-2/w-3 were filed for plan participants who received benefits from the plan. PART VI, LINE 11B: THE BOARD OF TRUSTEES RETAINS AN INDEPENDENT CPA FIRM TO PERFORM AN ANNUAL AUDIT AND PREPARE THE ANNUAL TAX FORM 990. EACH BOARD MEMBER IS GIVEN A COPY OF THE FORM 990. THE FORM 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. PART VI, LINE 12C: TRUSTEES ARE REQUIRED TO NOTIFY THE PLAN OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICT. PART VI, LINES 15A AND 15B: MEMBERS OF THE BOARD OF TRUSTEES RECEIVE NO COMPENSATION. THE PLAN DOES NOT HAVE OTHER OFFICERS OR KEY EMPLOYEES AS DEFINED. PART VI, LINE 19: THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC UPON WRITTEN REQUEST. PART VII, COLUMN E: THE FOLLOWING TRUSTEES RECEIVED COMPENSATION FROM RELATED TAX-EXEMPT ORGANIZATIONS AND SUCH COMPENSATION INFORMATION IS AVAILABLE ON THE RELATED ORGANIZATIONS' FORM 990: TERRY BARTLE SPENCER HOGUE JIM JACKETTA BRITT MILLER JESSICA PRATHER JIM STONE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINES 1 AND 4a:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0see attached list of contrib employers
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ForeignAddress/AddressLine1Txt0CONTRIBUTING EMPLOYERS
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/ForeignAddress/CountryCd0AF
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE ATTACHED LIST OF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UTAH-IDAHO TEAMSTERS RETIREES' TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UTAH AGC TEAMSTERS APPRENTICE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SEE ATT FOR A LIST OF Contr employers
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0452137944
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1870300921
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0UT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1UT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EMP. BEN. PL.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TRNG PROGRAM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02550 W UNION HILLS DR STE 290
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12550 W UNION HILLS DR STE 290
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PHOENIX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PHOENIX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1AZ

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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