INTERNATIONAL BROTHERHOOD OF TEAMSTERS: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL BROTHERHOOD OF TEAMSTERS (EIN 13-6701607)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-10-02
IRS object ID
202332759349301338
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-10-02T16:40:22-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line140 MONUMENT RD 5TH FLRAddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136701607EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL BROTHERHOOD OF TEAMSTERSBusinessNameLine1Txt
Business Name Line2LOCAL 237 RETIREES BENEFIT FUNDBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTEAMBusinessNameControlTxt
Phone2129242000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1216 WEST 14TH STAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10011ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGREGORY FLOYDPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2129242000PhoneNum
Signature2023-10-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGREGORYPersonFirstNm
Person LastFLOYDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2023-10-02PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGREGORY FLOYDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1216 WEST 14TH STAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10011ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$91,171,366GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.LOCAL237.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1975FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROVIDE VARIOUS WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$25,195,950PYProgramServiceRevenueAmt
CY Program Service Revenue$25,364,395CYProgramServiceRevenueAmt
PY Investment Income$5,284,752PYInvestmentIncomeAmt
CY Investment Income$4,367,300CYInvestmentIncomeAmt
PY Other Revenue$103,098PYOtherRevenueAmt
CY Other Revenue$87,408CYOtherRevenueAmt
PY Total Revenue$30,583,800PYTotalRevenueAmt
CY Total Revenue$29,819,103CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$20,359,860PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$21,383,759CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,401,702PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,599,138CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,378,999PYOtherExpensesAmt
CY Other Expenses$1,489,890CYOtherExpensesAmt
PY Total Expenses$23,140,561PYTotalExpensesAmt
CY Total Expenses$24,472,787CYTotalExpensesAmt
PY Revenues Less Expenses$7,443,239PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,346,316CYRevenuesLessExpensesAmt
Total Assets BOY$76,563,688TotalAssetsBOYAmt
Total Assets EOY$68,304,779TotalAssetsEOYAmt
Total Liabilities BOY$3,138,895TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,367,764TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$73,424,793NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$64,937,015NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE VARIOUS WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS COVERED UNDER COLLECTIVELY BARGAINED LABOR CONTRACTS NEGOTIATED BY CITY EMPLOYEES LOCAL UNION 237 I.B.T.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE RETIREES BENEFIT FUND PROVIDED PRESCRIPTION DRUG, DENTAL, OPTICAL, HEARING AID, DEATH, LEGAL SERVICES, SUPPLEMENTAL MEDICAL, RETIREMENT PLANNING, PENSION COUNSELING AND EDUCATION BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS COVERED UNDER COLLECTIVELY BARGAINED LABOR CONTRACTS NEGOTIATED BY CITY EMPLOYEES LOCAL UNION 237 I.B.T.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonGREGORY FLOYD TRUSTEE CHAIRMANPersonNm
Phone2129242000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1216 WEST 14TH STAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10011ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
GREGORY FLOYD
TRUSTEE0.5040.00Yes (X)$0$250,694$18,153
RUBEN TORRES
TRUSTEE0.5040.00Yes (X)$0$178,805$12,335
DEREK JACKSON
TRUSTEE0.5040.00Yes (X)$0$190,378$20,821
JEANETTE TAVARES
TRUSTEE0.5040.00Yes (X)$0$184,366$36,271
DWAYNE MONTGOMERY
TRUSTEE0.5040.00Yes (X)$0$185,746$21,914
DONALD ARNOLD
TRUSTEE0.5040.00Yes (X)$0$243,190$17,560
JULIE KOBI
CO-DIRECTOR29.0011.00$158,400$0$40,348Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$158,400TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,233,179TotReportableCompRltdOrgAmt
Total Other Compensation$167,402TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PART D ADVISORS INC
17199 N LAUREL PARK DRIVE 400LIVONIAMI48152DRUG SUBSIDY ADMINISTRATOR$408,336
HEALTHPLEX
333 EARL OVINGTON BLVD SUITE 300UNIONDALENY11533DENTAL CLAIMS ADMINISTRATOR$249,879
CENTERS FOR MEDICARE & MEDICAID SERVICES
7500 SECURITY BOULEVARDBALTIMOREMD21244DRUG SUBSIDY ADMINISTRATOR$191,517
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$21,246,826$21,246,826
MEDICARE REFUNDS900099$4,068,593$4,068,593
COBRA CONTRIBUTIONS900099$48,976$48,976
FieldValueIRS element (for citing)
Total Program Service Revenue$25,364,395TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$906,738TotalRevenueColumnAmt
Exclusion$906,738ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$64,812,825SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$61,352,263SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,460,562SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,460,562TotalRevenueColumnAmt
Exclusion$3,460,562ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$87,408TotalRevenueColumnAmt
Related Or Exempt Func Income$87,408RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$87,408OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$29,819,103TotalRevenueColumnAmt
Related Or Exempt Func Income$25,451,803RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,367,300ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$21,383,759TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,098,733TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$88,591TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$362,840TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$48,974TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$60,275TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$37,119TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$133,766TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$655,686TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$262,113TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$21,131TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$166,882TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$12,193TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,402TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$27,496TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmt
FEES MANDATED BY THE AF$50,645
ADMIN FUND EXPENSE REIM$46,182

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$24,472,787TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,644,939BOYAmt
EOY$6,146,045EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,697,203BOYAmt
EOY$1,669,241EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$17,903,802BOYAmt
EOY$10,905,493EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$12,427BOYAmt
EOY$12,165EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$730,126LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$713,304LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$33,224BOYAmt
EOY$16,822EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$53,272,093BOYAmt
EOY$49,297,293EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$257,720EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$76,563,688BOYAmt
EOY$68,304,779EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$526,233BOYAmt
EOY$542,491EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,612,662BOYAmt
EOY$2,825,273EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,138,895BOYAmt
EOY$3,367,764EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$73,424,793BOYAmt
EOY$64,937,015EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$73,424,793BOYAmt
EOY$64,937,015EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$76,563,688BOYAmt
EOY$68,304,779EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$5,346,316ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$14,279,355NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$445,261OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$232,355OtherCostOrOtherBasisAmt
Depreciation$221,344DepreciationAmt
Book Value$11,011BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$337,699OtherCostOrOtherBasisAmt
Depreciation$337,637DepreciationAmt
Book Value$62BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$160,072OtherCostOrOtherBasisAmt
Depreciation$154,323DepreciationAmt
Book Value$5,749BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$16,822TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO AFFILIATES$1,508,364
ACCUMULATED POSTRETIREMENT BENEFITS OTHER THAN PENSION$1,265,162
SECURITIES PURCHASED AND NOT YET SETTLED$51,747
FieldValueIRS element (for citing)
Total Liability$2,825,273TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$15,405,982TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$14,279,355NetUnrealizedGainsInvstAmt
Revenue Not Reported-$14,279,355RevenueNotReportedAmt
Revenue Subtotal$29,685,337RevenueSubtotalAmt
Investment Expenses Not Incld$133,766InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$133,766RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$29,819,103TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$24,339,021TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$24,339,021ExpensesSubtotalAmt
Investment Expenses Not Incld2$133,766InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$133,766ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$24,472,787TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE PLAN OBTAINED ITS LATEST EXEMPTION LETTER ON OCTOBER 29, 1975 IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE AND WAS, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXES UNDER THE PROVISIONS OF SECTION 501(C)(9). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE EXEMPTION LETTER. THE PLAN'S ADMINISTRATOR AND THE PLAN'S COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GREGORY FLOYD
TRUSTEE$0$250,694$0$0$0$0$0$18,153$0$0$0$268,847$0$0
DONALD ARNOLD
TRUSTEE$0$243,190$0$0$0$0$0$17,560$0$0$0$260,750$0$0
JEANETTE TAVARES
TRUSTEE$0$184,366$0$0$0$0$0$14,696$0$21,575$0$220,637$0$0
DEREK JACKSON
TRUSTEE$0$190,378$0$0$0$0$0$18,604$0$2,217$0$211,199$0$0
DWAYNE MONTGOMERY
TRUSTEE$0$185,746$0$0$0$0$0$19,697$0$2,217$0$207,660$0$0
JULIE KOBI
CO-DIRECTOR$158,400$0$0$0$0$0$9,878$0$30,470$0$198,748$0$0$0
RUBEN TORRES
TRUSTEE$0$178,805$0$0$0$0$0$12,335$0$0$0$191,140$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 8BTHE FUND HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11BTHE FUND'S 990 IS PREPARED BY ITS OUTSIDE AUDITOR AND IS SUBMITTED AND REVIEWED WITH THE CONTROLLER. THE CONTROLLER THEN REVIEWS THE TAX RETURN WITH THE CHAIRPERSON OF THE BOARD OF TRUSTEES. A COPY OF THE 990 IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 15OFFICERS AND STAFF SALARIES ARE SET BY DEPARTMENT DIRECTORS AND APPROVED BY THE BOARD OF TRUSTEES APPOINTED BY THE UNION. INCREASES ARE EQUIVALENT TO UNION SALARY INCREASES PURSUANT TO THE COLLECTIVE BARGAINING CONTRACT IN FORCE.
FORM 990, PART VI, SECTION C, LINE 19THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND CAN BE EXAMINED AT THE FUND OFFICE.
FORM 990, PART XI, LINE 9:POSTRETIREMENT BENEFIT ADJUSTMENT OTHER THAN NET PERIODIC PENSION COST -193,742. POSTRETIREMENT BENEFIT ADJ OTHER THAN NET PERIODIC POSTRETIREMENT BENE COST 639,003.
FORM 990 XII LINE 2CTHE EXECUTIVE BOARD ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (21 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
CITY EMPLOYEES UNION LOCAL 237 IBT
216 WEST 14TH STREETNEW YORKNY10011135616651PROVIDE ASSISTANCE TO MEMBERS IN LABOR RELATED MATTERSNY501(C)(5)N/AN/A0
TEAMSTERS LOCAL 237 WELFARE FUND
216 WEST 14TH STREETNEW YORKNY10011132575626PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTSNY501(C)(9)N/AN/A0
TEAMSTERS LOCAL 237 TRAINING AND EDUCATIONAL FUND
216 WEST 14TH STREETNEW YORKNY10011133017119PROVIDE TRAINING AND EDUCATIONAL BENEFITS TO ELIGIBLE MEMBERSNY501(C)(3)N/AN/A0
TEAMSTERS LOCAL 237 ADDITIONAL SECURITY BENEFIT FUND
216 WEST 14TH STREETNEW YORKNY10011132867113PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERSNY401(A)N/AN/A0
TEAMSTERS LOCAL 237 SUPPLEMENTAL FUND FOR HOUSING AUTHORITY EMPLOYEES
216 WEST 14TH STREETNEW YORKNY10011133632883PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERSNY401(A)N/AN/A0
LOCAL 237 TEAMSTERS TOWN OF ISLIP HEALTH & WELFARE FUND
216 WEST 14TH STREETNEW YORKNY10011237353516PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTSNY501(C)(9)N/AN/A0
LOCAL 237 TEAMSTERS TOWN OF BABYLON HEALTH & WELFARE TRUST FUND
216 WEST 14TH STREETNEW YORKNY10011237353525PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTSNY501(C)(9)N/AN/A0
LOCAL 237 TEAMSTERS SUFFOLK REGIONAL OFFTRACK BETTING CORP H&W TRUST FUND
216 WEST 14TH STREETNEW YORKNY10011132900165PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTSNY501(C)(9)N/AN/A0
LOCAL 237 TEAMSTERS NORTH BABYLON SCHOOL DISTRICT H&W TRUST FUND
216 WEST 14TH STREETNEW YORKNY10011132953328PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTSNY501(C)(9)N/AN/A0
LOCAL 237 TEAMSTERS PLAINVIEW - OLD BETHPAGE CTR SCHOOL DISTRICT H&W TRUST
216 WEST 14TH STREETNEW YORKNY10011237442262PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTSNY501(C)(9)N/AN/A0
LOCAL 237 TEAMSTERS BRENTWOOD SCHOOL DISTRICT H&W TRUST FUND
216 WEST 14TH STREETNEW YORKNY10011237378882PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTSNY501(C)(9)N/AN/A0
TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST
216 WEST 14TH STREETNEW YORKNY10011135616651PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERSNY401(A)N/AN/A0
TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN
216 WEST 14TH STREETNEW YORKNY10011132575626PROVIDE PENSION BENEFITS TO ELIGIBLE MEMBERSNY401(A)N/AN/A0
TEAMSTERS LOCAL 237 ADMINISTRATIVE FUND
216 WEST 14TH STREETNEW YORKNY10011476794596ADMINISTER FUNDS OF AFFILIATESNY501(C)(5)N/AN/A0
NEW YORK CITY (OLR)
NY
NEW YORK CITY HOUSING AUTHORITY
NY
HEALTH AND HOSPITALS CORPORATION
NY
DEPARTMENT OF EDUCATION
NY
NEW YORK CITY TRANSIT AUTHORITY
NY
LOCAL 621 UNION
NY
LOCAL 832 UNION
NY
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
TEAMSTERS LOCAL 237 WELFARE FUND
P$1,311,482FMV
TEAMSTERS LOCAL 237 ADMINISTRATIVE FUND
S$3,146,940FMV
TEAMSTERS LOCAL 237 ADMINISTRATIVE FUND
N$196,852FMV

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