INTERNATIONAL BROTHERHOOD OF TEAMSTERS: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL BROTHERHOOD OF TEAMSTERS (EIN 13-6701607)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-09-27
IRS object ID
201742709349300519
Schema version
2016v3.0
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)
Return2017-09-27T10:26:19-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Line1ONE PRESIDENTIAL BLVD SUITE 330AddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

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
Signature2017-09-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLouis Verzella CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2017-09-21PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address162.211.205.39IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-09-27IPDt
IP Tm09:48:32IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA96940F3BC1CB41A42F1C40DCB182A9E8131B64BAtSubmissionCreationDeviceId
At Submission Filing Device Id19998950A844A1ED5F18EB360E4E9E4F9906FFA9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

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$64,905,736GrossReceiptsAmt
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 Body7VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee9TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$23,743,209PYProgramServiceRevenueAmt
CY Program Service Revenue$23,808,603CYProgramServiceRevenueAmt
PY Investment Income$1,391,489PYInvestmentIncomeAmt
CY Investment Income$1,276,178CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$21CYOtherRevenueAmt
PY Total Revenue$25,134,698PYTotalRevenueAmt
CY Total Revenue$25,084,802CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$19,505,111PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$20,403,522CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,172,621PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,175,209CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$618,861PYOtherExpensesAmt
CY Other Expenses$977,071CYOtherExpensesAmt
PY Total Expenses$21,296,593PYTotalExpensesAmt
CY Total Expenses$22,555,802CYTotalExpensesAmt
PY Revenues Less Expenses$3,838,105PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,529,000CYRevenuesLessExpensesAmt
Total Assets BOY$42,848,566TotalAssetsBOYAmt
Total Assets EOY$46,412,267TotalAssetsEOYAmt
Total Liabilities BOY$2,749,242TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,925,494TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$40,099,324NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$42,486,773NetAssetsOrFundBalancesEOYAmt
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
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document17IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee9EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
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 (11 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
EDMUND KANE
TRUSTEE0.5040.00Yes (X)$0$174,272$540
GREGORY FLOYD
TRUSTEE0.5040.00Yes (X)$0$227,071$11,781
PATRICIA STRYKER
TRUSTEE0.5040.00Yes (X)$0$186,968$540
RICHARD HENDERSHOT
TRUSTEE0.5040.00Yes (X)$0$199,929$10,468
RUBEN TORRES
TRUSTEE0.5040.00Yes (X)$0$132,745$7,440
DEREK JACKSON
TRUSTEE0.5040.00Yes (X)$0$159,450$12,778
RANDY KLEIN
TRUSTEE0.5040.00Yes (X)$0$137,701$18,480
MITCHELL GOLDBERG
ADMIN DIRECTOR14.0026.00$0$154,059$41,132Yes (X)
RONALD GERMANA
CONTROLLER0.5040.00$0$161,466$16,112Yes (X)
WINSTON GEORGE
DEPUTY DIRECTOR21.0019.00$108,480$0$16,104Yes (X)
NANCY TRUE
PROGRAM DIRECTOR29.0011.00$143,072$0$141,092Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$251,552TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,533,661TotReportableCompRltdOrgAmt
Total Other Compensation$276,467TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
TRUVERIS INC
2 PARK AVENUE SUITE 1500NEW YORKNY10016BENEFIT CONSULTANT$341,080
HEALTHPLEX
333 EARL OVINGTON BLVD SUITE 300UNIONDALENY11533DENTAL CLAIMS ADMINISTRATOR$239,874
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$20,849,822$20,849,822
MEDICARE REFUNDS900099$2,877,369$2,877,369
COBRA CONTRIBUTIONS900099$81,412$81,412
FieldValueIRS element (for citing)
Total Program Service Revenue$23,808,603TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$733,469TotalRevenueColumnAmt
Exclusion$733,469ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$40,363,643SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$39,820,934SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$542,709SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$542,709TotalRevenueColumnAmt
Exclusion$542,709ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$21TotalRevenueColumnAmt
Exclusion$21ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$21OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,084,802TotalRevenueColumnAmt
Related Or Exempt Func Income$23,808,603RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,276,199ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$20,403,522TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$89,769TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$643,440TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$114,228TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$271,911TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$55,861TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$43,931TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$34,836TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$113,024TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$379,580TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$172,141TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$131,691TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$39,513TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$38,418TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$23,937TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$22,555,802TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$2,957,937BOYAmt
EOY$312,812EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$544,110BOYAmt
EOY$1,855,428EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,978,518BOYAmt
EOY$7,580,501EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$15,828BOYAmt
EOY$12,594EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$681,105LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$580,028LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$136,552BOYAmt
EOY$101,077EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$32,062,213BOYAmt
EOY$36,549,855EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,153,408BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$42,848,566BOYAmt
EOY$46,412,267EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$202,120BOYAmt
EOY$524,483EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,547,122BOYAmt
EOY$3,401,011EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,749,242BOYAmt
EOY$3,925,494EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

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$40,099,324BOYAmt
EOY$42,486,773EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$40,099,324BOYAmt
EOY$42,486,773EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$42,848,566BOYAmt
EOY$46,412,267EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,529,000ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$72,303NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$213,854OtherChangesInNetAssetsAmt
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

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$226,534OtherCostOrOtherBasisAmt
Depreciation$154,905DepreciationAmt
Book Value$71,629BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$311,277OtherCostOrOtherBasisAmt
Depreciation$283,463DepreciationAmt
Book Value$27,814BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$143,294OtherCostOrOtherBasisAmt
Depreciation$141,660DepreciationAmt
Book Value$1,634BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$101,077TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
DUE TO AFFILIATES$717,520
ACCUMULATED POSTRETIREMENT BENEFITS, PENSION$487,197
ACCUMULATED POSTRETIREMENT BENEFITS OTHER THAN PENSION$1,346,806
DUE TO BROKER$849,488
FieldValueIRS element (for citing)
Total Liability$3,401,011TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$25,044,081TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$72,303NetUnrealizedGainsInvstAmt
Revenue Not Reported$72,303RevenueNotReportedAmt
Revenue Subtotal$24,971,778RevenueSubtotalAmt
Investment Expenses Not Incld$113,024InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$113,024RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$25,084,802TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$22,442,778TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$22,442,778ExpensesSubtotalAmt
Investment Expenses Not Incld2$113,024InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$113,024ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$22,555,802TotalExpensesPerForm990Amt

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 (9 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
EDMUND KANE
TRUSTEE$0$174,272$0$0$0$0$0$0$0$540$0$174,812$0$0
GREGORY FLOYD
TRUSTEE$0$227,071$0$0$0$0$0$11,781$0$0$0$238,852$0$0
PATRICIA STRYKER
TRUSTEE$0$186,968$0$0$0$0$0$0$0$540$0$187,508$0$0
RICHARD HENDERSHOT
TRUSTEE$0$199,929$0$0$0$0$0$9,928$0$540$0$210,397$0$0
DEREK JACKSON
TRUSTEE$0$159,450$0$0$0$0$0$12,238$0$540$0$172,228$0$0
RANDY KLEIN
TRUSTEE$0$137,701$0$0$0$0$0$0$0$18,480$0$156,181$0$0
MITCHELL GOLDBERG
ADMIN DIRECTOR$0$154,059$0$0$0$0$0$18,509$0$22,623$0$195,191$0$0
RONALD GERMANA
CONTROLLER$0$161,466$0$0$0$0$0$0$0$16,112$0$177,578$0$0
NANCY TRUE
PROGRAM DIRECTOR$143,072$0$0$0$0$0$127,289$0$13,803$0$284,164$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 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 IX, line 11gBENEFIT CONSULTANTS 379,580.
Form 990, Part XI, line 9:POSTRETIREMENT BENEFIT ADJUSTMENT OTHER THAN NET PERIODIC PENSION COST -261,887. POSTRETIREMENT BENEFIT ADJ OTHER THAN NET PERIODIC POSTRETIREMENT BENE COST 48,033.
Form 990, Part XII, Line 2c:THE 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 OrgYes (1)GiftGrntCapContriFromOthOrgInd
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 Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
CITY EMPLOYEES UNION LOCAL 237 IBT
O$135,142ACCRUAL BASIS
TEAMSTERS LOCAL 237 ADMINISTRATIVE FUND
C$1,686,495ACCRUAL BASIS
TEAMSTERS LOCAL 237 WELFARE FUND
M$416,868ACCRUAL BASIS
TEAMSTERS LOCAL 237 WELFARE FUND
N$120,625ACCRUAL BASIS
TEAMSTERS LOCAL 237 WELFARE FUND
O$266,556ACCRUAL BASIS

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