Civic Intelligence

Teamsters Benefit Trust

990 • Fiscal year 2010 • EIN 94-2848389

Oct 01, 2009 to Sep 30, 2010 • Filed on Jul 11, 2011

Post Office Box 582094537
Siviq Scores

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

Liabilities / Assets

26th percentile

0.24x

Higher debt load relative to assets than 26% of similar nonprofits.

2010 filings • $250M-$1B nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$146,060,727

No earlier filing loaded for comparison.

Net Assets

$111,344,446

No earlier filing loaded for comparison.

Liabilities

$34,716,281

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$220,335,518

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.0B$500M$0Assets 2010: $146,060,727Liabilities 2010: $34,716,281Net Assets 2010: $111,344,4462010Assets 2011: $151,652,583Liabilities 2011: $34,764,688Net Assets 2011: $116,887,8952011Assets 2012: $168,532,474Liabilities 2012: $32,034,983Net Assets 2012: $136,497,4912012Assets 2013: $197,112,848Liabilities 2013: $33,891,699Net Assets 2013: $163,221,1492013Assets 2014: $231,422,836Liabilities 2014: $34,186,340Net Assets 2014: $197,236,4962014Assets 2015: $243,690,333Liabilities 2015: $36,752,086Net Assets 2015: $206,938,2472015Assets 2016: $289,617,130Liabilities 2016: $37,935,894Net Assets 2016: $251,681,2362016Assets 2017: $349,515,385Liabilities 2017: $36,471,909Net Assets 2017: $313,043,4762017Assets 2018: $407,860,556Liabilities 2018: $35,441,757Net Assets 2018: $372,418,7992018Assets 2019: $451,609,321Liabilities 2019: $37,694,661Net Assets 2019: $413,914,6602019Assets 2020: $515,238,654Liabilities 2020: $37,781,871Net Assets 2020: $477,456,7832020Assets 2021: $647,016,311Liabilities 2021: $40,035,308Net Assets 2021: $606,981,0032021Assets 2022: $622,468,881Liabilities 2022: $40,468,503Net Assets 2022: $582,000,3782022Assets 2023: $739,157,796Liabilities 2023: $41,063,604Net Assets 2023: $698,094,1922023Assets 2024: $910,753,202Liabilities 2024: $45,483,746Net Assets 2024: $865,269,4562024

Highlighted filing

2010

Assets$146,060,727
Liabilities$34,716,281
Net Assets$111,344,446

Operations Trend

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

$400M$300M$200M$100M$0Expenses 2010: $220,335,5182010Expenses 2011: $234,567,0852011Revenue 2012: $249,677,621Expenses 2012: $242,735,841Net Income 2012: $6,941,7802012Expenses 2013: $245,576,3652013Revenue 2014: $284,322,256Expenses 2014: $260,677,818Net Income 2014: $23,644,4382014Revenue 2015: $295,373,744Expenses 2015: $281,325,337Net Income 2015: $14,048,4072015Revenue 2016: $349,263,007Expenses 2016: $286,487,684Net Income 2016: $62,775,3232016Revenue 2017: $319,126,088Expenses 2017: $282,479,944Net Income 2017: $36,646,1442017Revenue 2018: $348,903,064Expenses 2018: $286,161,477Net Income 2018: $62,741,5872018Revenue 2019: $338,839,356Expenses 2019: $309,297,494Net Income 2019: $29,541,8622019Revenue 2020: $337,741,506Expenses 2020: $302,636,943Net Income 2020: $35,104,5632020Revenue 2021: $360,030,062Expenses 2021: $303,373,691Net Income 2021: $56,656,3712021Revenue 2022: $367,435,023Expenses 2022: $300,123,102Net Income 2022: $67,311,9212022Revenue 2023: $366,749,635Expenses 2023: $306,602,707Net Income 2023: $60,146,9282023Revenue 2024: $379,823,294Expenses 2024: $334,360,230Net Income 2024: $45,463,0642024

Highlighted filing

2010

Revenue-
Expenses$220,335,518
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2009 to Sep 30, 2010
Signed
Jul 11, 2011
Return Version
2009v1.7
Gross Receipts
$256,404,300
Mission and Program Overview

Mission

To provide health and welfare benefits to plan participants.

Filing and Contact Details

Filer

EIN
94-2848389
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IRS990ScheduleO/GeneralExplanation/Explanation0The Trust has contracted with Lipman Insurance Administrators to provide administrative services for the organization.
IRS990ScheduleO/GeneralExplanation/Explanation1THE ORGANIZATION HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/GeneralExplanation/Explanation2A copy of Form 990 was provided each member of the governing body for review prior to filing with the IRS.
IRS990ScheduleO/GeneralExplanation/Explanation3At least once a year, trustees and other fiduciaries subject to the conflict on interest policy will be asked to disclose in writing any relationship or interests that could give rise to a conflict. Should any individual covered by the policy determine or suspect that he or she possesses an actual or potential conflict of interest, such individual must disclose the existence of the financial interest or relationship giving rise to the conflict and disclose all relevant facts prior to any decision to enter into any proposed transaction or arrangement or, if later, as soon as the actual or potential conflict is recognized. The Trustee or other fiduciary with the conflict of interest must be excluded from the discussion and approval of such transaction and the conflicted individual is not allowed to influence the Board's decision in any way.
IRS990ScheduleO/GeneralExplanation/Explanation4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS,conflict of interest policy AND FINANCIAL STATEMENTS AVAILABLE TO participants UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation5Form 990, Part XI, Line 2C: THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/GeneralExplanation/Explanation6Form 990, Part V, Line 2A: The Plan does not have employees. However certain participants of the plan received a Form W-2 for taxable domestic partner benefits.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Section A, line 3
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IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY034213651
IRS990/TotalLiabilitiesBOY034213651
IRS990/TotalLiabilities/EOY034716281
IRS990/TotalLiabilitiesEOY034716281
IRS990/TotalLiabNetAssetsFundBalances/BOY0134835471
IRS990/TotalLiabNetAssetsFundBalances/EOY0146060727
IRS990/TotalNbrEmployees06
IRS990/TotalNbrVolunteers00
IRS990/TotalNetAssetsFundBalances/BOY0100621820
IRS990/TotalNetAssetsFundBalances/EOY0111344446
IRS990/TotalOtherCompensation00
IRS990/TotalOthProgramServiceRevenue/RelatedOrExemptFunctionIncome0622825
IRS990/TotalOthProgramServiceRevenue/TotalRevenueColumn0622825
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceRevenue0220740236
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg00
IRS990/TotalRevenueCurrentYear0219834225
IRS990/TotalRevenue/ExclusionAmount0-906011
IRS990/TotalRevenuePriorYear0223191695
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0220740236
IRS990/TotalRevenue/TotalRevenueColumn0219834225
IRS990/TotalRevenue/UnrelatedBusinessRevenue00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome00
IRS990/UponRequest0X
IRS990/WebSite0www.teamstersbenefittrust.com
IRS990/WhistleblowerPolicy01
IRS990/YearFormation01982
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0942848389
ReturnHeader/Filer/Name/BusinessNameLine10Teamsters Benefit Trust
ReturnHeader/Filer/NameControl0TEAM
ReturnHeader/Filer/Phone05107964676
ReturnHeader/Filer/USAddress/AddressLine10POST OFFICE BOX 5820
ReturnHeader/Filer/USAddress/City0FREMONT
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode094537

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$911$45.5$865$380$334$45.5
2023Detailed filing. Detailed filing data is available for this year.$739$41.1$698$367$307$60.1
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$622$40.5$582$367$300$67.3
2021Detailed filing. Detailed filing data is available for this year.$647$40.0$607$360$303$56.7
2020Detailed filing. Detailed filing data is available for this year.$515$37.8$477$338$303$35.1
2019Detailed filing. Detailed filing data is available for this year.$452$37.7$414$339$309$29.5
2018Detailed filing. Detailed filing data is available for this year.$408$35.4$372$349$286$62.7
2017Detailed filing. Detailed filing data is available for this year.$350$36.5$313$319$282$36.6
2016Detailed filing. Detailed filing data is available for this year.$290$37.9$252$349$286$62.8
2015Detailed filing. Detailed filing data is available for this year.$244$36.8$207$295$281$14.0
2014Detailed filing. Detailed filing data is available for this year.$231$34.2$197$284$261$23.6
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$197$33.9$163$246
2012Summary only. Only limited summary data is available for this year.$169$32.0$136$250$243$6.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$152$34.8$117$235
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$146$34.7$111$220