Civic Intelligence

Teamsters Multi-Benefit Trust

990 • Fiscal year 2014 • EIN 93-6231741

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 28, 2015

Organization ProfileN/A

View Organization Page

1000 N Central Ave Ste 400Glendale, CA 91202

(818) 243-0222

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.11x

Higher debt load relative to assets than 62% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

46th percentile

0.03x

Higher debt load relative to revenue than 46% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Net Margin

32nd percentile

-0.8%

Higher net margin than 32% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Asset Growth

27th percentile

-1.4%

Faster asset growth than 27% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

87th percentile

23%

Faster revenue growth than 87% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$12,452,848

Down $175,804 (-1.4%) from 2013

Net Assets

Up

$11,132,182

Up $22,707 (+0.2%) from 2013

Liabilities

Down

$1,320,666

Down $198,511 (-13%) from 2013

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin32nd percentile

Revenue

Up

$41,191,932

Up $7,765,872 (+23%) from 2013

Expenses

Up

$41,501,759

Up $7,457,238 (+22%) from 2013

Net Income

Up

-$309,827

Up $308,634 (+50%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $12,276,109Liabilities 2011: $358,760Net Assets 2011: $11,917,3492011Assets 2012: $13,235,261Liabilities 2012: $957,780Net Assets 2012: $12,277,4812012Assets 2013: $12,628,652Liabilities 2013: $1,519,177Net Assets 2013: $11,109,4752013Assets 2014: $12,452,848Liabilities 2014: $1,320,666Net Assets 2014: $11,132,1822014Assets 2015: $13,603,658Liabilities 2015: $1,405,906Net Assets 2015: $12,197,7522015Assets 2016: $13,572,933Liabilities 2016: $1,510,197Net Assets 2016: $12,062,7362016Assets 2017: $13,776,205Liabilities 2017: $1,593,177Net Assets 2017: $12,183,0282017Assets 2018: $13,826,424Liabilities 2018: $1,096,133Net Assets 2018: $12,730,2912018Assets 2019: $15,959,678Liabilities 2019: $1,765,538Net Assets 2019: $14,194,1402019Assets 2020: $15,493,334Liabilities 2020: $937,302Net Assets 2020: $14,556,0322020Assets 2021: $15,694,450Liabilities 2021: $1,058,328Net Assets 2021: $14,636,1222021Assets 2022: $14,409,925Liabilities 2022: $1,070,049Net Assets 2022: $13,339,8762022Assets 2023: $14,357,591Liabilities 2023: $1,045,335Net Assets 2023: $13,312,2562023Assets 2024: $12,766,195Liabilities 2024: $386,071Net Assets 2024: $12,380,1242024

Highlighted filing

2014

Assets$12,452,848
Liabilities$1,320,666
Net Assets$11,132,182
Open 2014 Filing

Operations Trend

Revenue Growth87th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $5,706,034Expenses 2011: $6,029,625Net Income 2011: -$323,5912011Revenue 2012: $26,840,625Expenses 2012: $26,520,719Net Income 2012: $319,9062012Revenue 2013: $33,426,060Expenses 2013: $34,044,521Net Income 2013: -$618,4612013Revenue 2014: $41,191,932Expenses 2014: $41,501,759Net Income 2014: -$309,8272014Revenue 2015: $27,435,728Expenses 2015: $26,450,885Net Income 2015: $984,8432015Revenue 2016: $26,614,724Expenses 2016: $26,766,912Net Income 2016: -$152,1882016Revenue 2017: $22,250,984Expenses 2017: $22,100,972Net Income 2017: $150,0122017Revenue 2018: $20,186,613Expenses 2018: $19,564,625Net Income 2018: $621,9882018Revenue 2019: $20,775,557Expenses 2019: $19,590,054Net Income 2019: $1,185,5032019Revenue 2020: $21,859,454Expenses 2020: $21,540,297Net Income 2020: $319,1572020Revenue 2021: $20,677,181Expenses 2021: $20,365,896Net Income 2021: $311,2852021Revenue 2022: $22,763,412Expenses 2022: $23,139,141Net Income 2022: -$375,7292022Revenue 2023: $24,551,819Expenses 2023: $25,018,972Net Income 2023: -$467,1532023Revenue 2024: $13,615,649Expenses 2024: $14,834,542Net Income 2024: -$1,218,8932024

Highlighted filing

2014

Revenue$41,191,932
Expenses$41,501,759
Net Income-$309,827
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 28, 2015
Return Version
2014v5.0
Gross Receipts
$47,791,102
Mission and Program Overview

Mission

The teamsters multi-benefit trust (the "plan") is a multiemployer welfare plan providing medical,dental, vision, chiropractice, counseling, legal, death and accidental death and dismemberment benefits to eligible active employees and their dependents.

see schedule o

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$11,109,475$11,132,182▲ $22,707
Investments in Publicly Traded Securities$7,274,730$7,156,333▼ $118,397
Savings and Temporary Cash Investments$4,661,704$1,967,411▼ $2,694,293
Cash and Non-Interest-Bearing Accounts$625,429$638,100▲ $12,671
Accounts Receivable$50,859$42,877▼ $7,982
Prepaid Expenses and Deferred Charges$15,930$8,971▼ $6,959
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--
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$12,628,652$12,452,848▼ $175,804
Other Assets Total$0$2,639,156▲ $2,639,156
Liabilities
Deferred Revenue$1,450,099$1,278,473▼ $171,626
Other Liabilities$40,809$22,240▼ $18,569
Accounts Payable and Accrued Expenses$28,269$19,953▼ $8,316
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,519,177$1,320,666▼ $198,511
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,109,475$11,132,182▲ $22,707
Total Liabilities and Net Assets / Fund Balance$12,628,652$12,452,848▼ $175,804

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$2,639,156--
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
lourdes garcialabor trustee
rick middletonlabor trustee
elizabeth sanchezManagement Trustee
tom secrestmanagement trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
pacfed benefit administrators incadministration fees1000 n central ave ste 400, Glendale, CA 91202-3627$808,212
Pacfed Insurance ServicesField Service Fees1000 n central ave ste 400, Glendale, CA 91202-3627$284,060
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$40,995,138
Investment Income
$196,794
Other Revenue
$0
Change in Net Assets
$-309,827

Audited Revenue Reconciliation

Revenue per Audited Statements
$41,191,932
Revenue Not Reported on Form 990
$332,534
Total Revenue per Audited Statements
$41,524,466
Total Revenue per Form 990
$41,191,932
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,297,893
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---$40,203,866
Office Expenses---$46,505
Fees for Services Legal---$30,979
Fees for Service Investment Mgmnt Fees---$30,078
Fees for Services Accounting---$19,400
Fees for Services Other---$16,830
Insurance---$12,759
Conferences and Meetings---$835
Other Expenses---$305
Total Functional Expenses$0$0$0$41,501,759

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$41,501,759
Total Expenses per Audited Statements$41,501,759
Total Expenses per Form 990$41,501,759
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$22,240
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 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
Teamsters Multi-benefit Trust
EIN
93-6231741
In Care Of
% PACFED BURT BABAKANI
Phone
8182430222
Address
1000 N CENTRAL AVE STE 400, GLENDALE, CA 91202

Signing Officer

Name
rick middleton
Title
trustee
Phone
8182430222
Signed
2015-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Middleton
Formed
1974
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

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

Additional Explanations

PARTS I AND III, LINE 1, PART III, LINE 4A - ORGANIZATION'S MISSION:

“THE teamsters multi-benefit trust is a multiemployer welfare plan PROVIDING MEDICAL, DENTAL, VISION, CHIROPRACTIC, COUNSELING, LEGAL, DEATH AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE ACTIVE EMPLOYEES AND THEIR DEPENDENTS. PART VI, LINE 11b: FORM 990 IS DISTRIBUTED TO ALL TRUSTEES OF THE plan. PART VI, LINE 12C: TRUSTEES ARE REQUIRED TO NOTIFY THE plan OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. PART VI, LINE 15: MEMBERS OF THE GOVERNING BODY DO NOT RECEIVE COMPENSATION. PART VI, LINE 19: THE PLAN DOCUMENT AND ANY OTHER GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE plan administrator's OFFICE AND ARE AVAILABLE UPON REQUEST. ADDITIONALLY, COPIES OF FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE TRUSTEES OF THE PLAN ON A REGULAR BASIS. part vii, section a: any trustees' compensation and/or benefits from related tax-exempt organizations is available on those organizations' forms 990.”

Financial Statement Notes

part X, line 2:

“The Plan has adopted guidance on accounting for uncertainty in income taxes issued by the Financial Accounting Standards Board. The Plan administrator believes that the Plan has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. as of december 31, 2014, Information returns for years subsequent to the year ended december 31, 2010 were subject to examination by authorities.”

Raw XML AppendixShowing 400 of 411 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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IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt022240
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueNotReportedAmt0332534
IRS990ScheduleD/RevenueSubtotalAmt041191932
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan has adopted guidance on accounting for uncertainty in income taxes issued by the Financial Accounting Standards Board. The Plan administrator believes that the Plan has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. as of december 31, 2014, Information returns for years subsequent to the year ended december 31, 2010 were subject to examination by authorities.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0part x, line 2:
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IRS990ScheduleD/TotalLiabilityAmt022240
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt041501759
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE teamsters multi-benefit trust is a multiemployer welfare plan PROVIDING MEDICAL, DENTAL, VISION, CHIROPRACTIC, COUNSELING, LEGAL, DEATH AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE ACTIVE EMPLOYEES AND THEIR DEPENDENTS. PART VI, LINE 11b: FORM 990 IS DISTRIBUTED TO ALL TRUSTEES OF THE plan. PART VI, LINE 12C: TRUSTEES ARE REQUIRED TO NOTIFY THE plan OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. PART VI, LINE 15: MEMBERS OF THE GOVERNING BODY DO NOT RECEIVE COMPENSATION. PART VI, LINE 19: THE PLAN DOCUMENT AND ANY OTHER GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE plan administrator's OFFICE AND ARE AVAILABLE UPON REQUEST. ADDITIONALLY, COPIES OF FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE TRUSTEES OF THE PLAN ON A REGULAR BASIS. part vii, section a: any trustees' compensation and/or benefits from related tax-exempt organizations is available on those organizations' forms 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS I AND III, LINE 1, PART III, LINE 4A - ORGANIZATION'S MISSION:
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1this information is available
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956983367
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
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IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt012453848
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IRS990/TotalLiabilitiesEOYAmt01320666
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IRS990/TotalVolunteersCnt00
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IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
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IRS990/UponRequestInd0X
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IRS990/USAddress/ZIPCd091202
IRS990/VotingMembersGoverningBodyCnt04
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0rick middleton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08182430222
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TEAMSTERS MULTI-BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0TEAM
ReturnHeader/Filer/EIN0936231741
ReturnHeader/Filer/InCareOfNm0% PACFED BURT BABAKANI
ReturnHeader/Filer/PhoneNum08182430222
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ReturnHeader/Filer/USAddress/CityNm0GLENDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER KAPLAN ARASE LLP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,452,848
Liabilities
$1,320,666
Net assets
$11,132,182
Revenue
$41,191,932
Expenses
$41,501,759
Net income
-$309,827
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.39$12.4$13.6$14.8$1.22
2023Detailed filing. Detailed filing data is available for this year.$14.4$1.05$13.3$24.6$25.0$0.47
2022Detailed filing. Detailed filing data is available for this year.$14.4$1.07$13.3$22.8$23.1$0.38
2021Detailed filing. Detailed filing data is available for this year.$15.7$1.06$14.6$20.7$20.4$0.31
2020Detailed filing. Detailed filing data is available for this year.$15.5$0.94$14.6$21.9$21.5$0.32
2019Detailed filing. Detailed filing data is available for this year.$16.0$1.77$14.2$20.8$19.6$1.19
2018Detailed filing. Detailed filing data is available for this year.$13.8$1.10$12.7$20.2$19.6$0.62
2017Detailed filing. Detailed filing data is available for this year.$13.8$1.59$12.2$22.3$22.1$0.15
2016Detailed filing. Detailed filing data is available for this year.$13.6$1.51$12.1$26.6$26.8$0.15
2015Detailed filing. Detailed filing data is available for this year.$13.6$1.41$12.2$27.4$26.5$0.98
2014Detailed filing. Detailed filing data is available for this year.$12.5$1.32$11.1$41.2$41.5$0.31
2013Summary only. Only limited summary data is available for this year.$12.6$1.52$11.1$33.4$34.0$0.62
2012Summary only. Only limited summary data is available for this year.$13.2$0.96$12.3$26.8$26.5$0.32
2011Summary only. Only limited summary data is available for this year.$12.3$0.36$11.9$5.71$6.03$0.32