Civic Intelligence

Teamsters Benefit Trust Fund

990EZ • Fiscal year 2014 • EIN 91-1989659

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

PO Box 3417Burbank, CA 91501-3417

(818) 260-9330

Siviq Scores

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

Liabilities / Assets

98th percentile

1.46x

Higher debt load relative to assets than 98% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

89th percentile

0.28x

Higher debt load relative to revenue than 89% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Net Margin

59th percentile

6.1%

Higher net margin than 59% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

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

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Asset Growth

20th percentile

-25%

Faster asset growth than 20% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

24th percentile

-21%

Faster revenue growth than 24% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$12,280

Down $3,990 (-25%) from 2013

Net Assets

Up

-$5,674

Up $3,956 (+41%) from 2013

Liabilities

Down

$17,954

Down $7,946 (-31%) from 2013

Revenue

Down

$64,425

Down $16,673 (-21%) from 2013

Expenses

Down

$60,469

Down $6,859 (-10%) from 2013

Net Income

Down

$3,956

Down $9,814 (-71%) from 2013

Historical Trend

Balance Sheet Trend

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

$40K$20K$0-$20K-$40KAssets 2010: $35,404Liabilities 2010: $36,302Net Assets 2010: -$8982010Assets 2011: $9,644Liabilities 2011: $25,900Net Assets 2011: -$16,2562011Assets 2012: $2,500Liabilities 2012: $25,900Net Assets 2012: -$23,4002012Assets 2013: $16,270Liabilities 2013: $25,900Net Assets 2013: -$9,6302013Assets 2014: $12,280Liabilities 2014: $17,954Net Assets 2014: -$5,6742014Assets 2015: $17,747Net Assets 2015: $17,7472015Assets 2016: $13,953Net Assets 2016: $13,9532016Assets 2017: $24,299Net Assets 2017: $24,2992017Assets 2018: $20,291Net Assets 2018: $20,2912018Assets 2019: $18,491Net Assets 2019: $18,4912019Assets 2020: $25,969Net Assets 2020: $25,9692020Assets 2021: $33,847Net Assets 2021: $33,8472021

Highlighted filing

2014

Assets$12,280
Liabilities$17,954
Net Assets-$5,674

Operations Trend

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

$100K$50K$0-$50KRevenue 2010: $66,808Expenses 2010: $60,329Net Income 2010: $6,4792010Revenue 2011: $50,561Expenses 2011: $65,919Net Income 2011: -$15,3582011Revenue 2012: $54,563Expenses 2012: $61,707Net Income 2012: -$7,1442012Revenue 2013: $81,098Expenses 2013: $67,328Net Income 2013: $13,7702013Revenue 2014: $64,425Expenses 2014: $60,469Net Income 2014: $3,9562014Revenue 2015: $66,109Expenses 2015: $42,688Net Income 2015: $23,4212015Revenue 2016: $62,444Expenses 2016: $66,238Net Income 2016: -$3,7942016Revenue 2017: $73,640Expenses 2017: $63,294Net Income 2017: $10,3462017Revenue 2018: $50,588Expenses 2018: $54,596Net Income 2018: -$4,0082018Revenue 2019: $53,266Expenses 2019: $55,066Net Income 2019: -$1,8002019Revenue 2020: $36,215Expenses 2020: $28,737Net Income 2020: $7,4782020Revenue 2021: $25,696Expenses 2021: $17,818Net Income 2021: $7,8782021

Highlighted filing

2014

Revenue$64,425
Expenses$60,469
Net Income$3,956
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Gross Receipts
$64,425
Mission and Program Overview

Mission

To provide health, prescription and legal benefits for members through collective bargaining agreements

Health & Welfare Benefits for Members

Program Services

DescriptionGrantsExpenses
TO PROVIDE HEALTH, PRESCRIPTION AND LEGAL BENEFITS FOR MEMBERS THROUGH A COLLECTIVE BARGAINING AGREEMENTS-$60,469
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS GRISWOLDTrustee-$0--
GENE HULSEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Teamsters Benefit Trust Fund
EIN
91-1989659
Phone
8182609330
Address
PO BOX 3417, BURBANK, CA 91501-3417

Signing Officer

Name
Chris Griswold
Title
Trustee
Phone
8182609330
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Terry Valle CPA
Address
23112 BALTAR ST, WEST HILLS, CA 91304
Preparer
Terry Valle CPA
Phone
8183403083
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

Administrator fees 28800. Bank service charges 419. Telephone 236. Repairs 526. Auto 5036.

Raw XML Appendix100 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt023346
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Group Legal Consultants
IRS990EZ/BooksInCareOfDetail/PhoneNum08188411808
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01080 East Angeleno
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Burbank
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0915011421
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016270
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012280
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt00
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03956
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02010
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016270
IRS990EZ/Form990TotalAssetsGrp/EOYAmt012280
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt064425
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-9630
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-5674
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-9630
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-5674
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRIS GRISWOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GENE HULSEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt035017
IRS990EZ/PrimaryExemptPurposeTxt0Health & Welfare Benefits for Members
IRS990EZ/PrintingPublicationsPostageAmt096
IRS990EZ/ProgramServiceRevenueAmt064425
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE HEALTH, PRESCRIPTION AND LEGAL BENEFITS FOR MEMBERS THROUGH A COLLECTIVE BARGAINING AGREEMENTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt060469
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt025900
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt017954
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt060469
IRS990EZ/TotalProgramServiceExpensesAmt060469
IRS990EZ/TotalRevenueAmt064425
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATOR FEES 28800. BANK SERVICE CHARGES 419. TELEPHONE 236. REPAIRS 526. AUTO 5036.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS GRISWOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08182609330
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS BENEFIT TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0911989659
ReturnHeader/Filer/PhoneNum08182609330
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3417
ReturnHeader/Filer/USAddress/CityNm0BURBANK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0915013417
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TERRY VALLE CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt023112 BALTAR ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091304
ReturnHeader/PreparerPersonGrp/PhoneNum08183403083
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRY VALLE CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-08-17T14:01:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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Filings