INTERNATIONAL BROTHERHOOD OF TEAMSTERS: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL BROTHERHOOD OF TEAMSTERS (EIN 13-6701607)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-09-29
- IRS object ID
- 201102729349300210
- Schema version
- 2010v3.4
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-29T09:39:51-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BST ADVISORS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 28 WEST 44TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136701607 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL BROTHERHOOD OF TEAMSTERS | BusinessNameLine1 |
| Business Name Line2 | LOCAL 237 RETIREES' BENEFIT FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INTE | NameControl |
| Phone | 2129242000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 WEST 14TH ST | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10011 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD HENDERSHOT | Name |
| Title | TRUSTEE | Title |
| Phone | 2129242000 | Phone |
| Date Signed | 2011-09-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID C LEE | Name |
| Phone | 2126618640 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RICHARD HENDERSHOT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 WEST 14TH ST | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10011 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 32945433 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.LOCAL237.ORG | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1975 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE VARIOUS WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 19 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 21323530 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 19737047 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 623776 | InvestmentIncomePriorYear |
| Investment Income Current Year | 857251 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 21947306 | TotalRevenuePriorYear |
| Total Revenue Current Year | 20594298 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 13946182 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 15506861 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1058127 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1076261 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 399088 | OtherExpensePriorYear |
| Other Expenses Current Year | 441286 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15403397 | TotalExpensesPriorYear |
| Total Expenses Current Year | 17024408 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6543909 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3569890 | RevenuesLessExpensesCY |
| Total Assets BOY | 23877611 | TotalAssetsBOY |
| Total Assets EOY | 27733494 | TotalAssetsEOY |
| Total Liabilities BOY | 2181520 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2218924 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 21696091 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 25514570 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 17024408 | Expense |
| Description | THE RETIREES BENEFIT FUND PROVIDED PRESCRIPTION DRUG, DENTAL, OPTICAL, HEARING AID, DEATH, LEGAL SERVICES, SUPPLEMENTAL MEDICAL, RETIREMENT PLANNING, PENSION COUNSELING AND EDUCATION BENEFTIS TO APPROXIMATELY 8,900 MEMBERS AND THEIR DEPENDENTS COVERED UNDER COLLECTIVELY BARGAINED LABOR CONTRACTS NEGOTIATED BY CITY EMPLOYEES LOCAL UNION 237 I.B.T. | Description |
| Total Program Service Expense | 17024408 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 19 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 0 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY FLOYD TRUSTEE CHARIMAN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2129242000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 216 WEST 14TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10011 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| EDMUND KANE | |||||||
| TRUSTEE | 0.50 | X | 0 | 162354 | 20678 | ||
| GREGORY FLOYD | |||||||
| TRUSTEE | 0.50 | X | 0 | 208500 | 7177 | ||
| PATRICIA STRYKER | |||||||
| TRUSTEE | 0.50 | X | 0 | 173441 | 17990 | ||
| RICHARD HENDERSHOT | |||||||
| TRUSTEE | 0.50 | X | 0 | 188546 | 25650 | ||
| RUBEN TORRES | |||||||
| TRUSTEE | 0.50 | X | 0 | 98554 | 4694 | ||
| REMILDA FERGUSON | |||||||
| TRUSTEE | 0.50 | X | 0 | 72131 | 15302 | ||
| PAUL JUERGENSEN | |||||||
| ADMIN. DIRECTOR | 15.00 | 0 | 162658 | 69026 | X | ||
| CARNELL JOYNER JR | |||||||
| ADMIN. DIRECTOR | 15.00 | 0 | 54734 | 0 | X | ||
| NANCY TRUE | |||||||
| PROGRAM DIRECTOR | 40.00 | 135730 | 0 | 81144 | X | ||
| WINSTON GEORGE | |||||||
| DEPUTY DIRECTOR | 15.00 | 104122 | 0 | 79001 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 239852 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1120918 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 320662 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEALTHPLEX | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 EARL OVINGTON BLVD SUITE 300 | AddressLine1 |
| City | UNIONDALE | City |
| State | NY | State |
| ZIP Code | 11533 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | DENTAL CLAIMS ADMINISTRATOR | DescriptionOfServices |
| Compensation | 167113 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | 16669786 | 16669786 |
| MEDICARE REFUNDS | 900099 | 3000050 | 3000050 |
| COBRA CONTRIBUTIONS | 900099 | 67211 | 67211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 19737047 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 711668 | TotalRevenueColumn |
| Exclusion | $711,668 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12496718 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 12351135 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 145583 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 145583 | TotalRevenueColumn |
| Related Or Exempt Function Income | 145583 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20594298 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19882630 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $711,668 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15506861 | Total |
| Program Services | 15506861 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 716707 | Total |
| Program Services | 716707 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 154114 | Total |
| Program Services | 154114 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157342 | Total |
| Program Services | 157342 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 48098 | Total |
| Program Services | 48098 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45579 | Total |
| Program Services | 45579 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21790 | Total |
| Program Services | 21790 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29835 | Total |
| Program Services | 29835 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26850 | Total |
| Program Services | 26850 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 150496 | Total |
| Program Services | 150496 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 106362 | Total |
| Program Services | 106362 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26446 | Total |
| Program Services | 26446 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22539 | Total |
| Program Services | 22539 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11389 | Total |
| Program Services | 11389 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17024408 | Total |
| Program Services | 17024408 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2433198 | BOY |
| EOY | 165839 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2765922 | BOY |
| EOY | 2387110 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11235 | BOY |
| EOY | 3113 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 446554 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 337579 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88518 | BOY |
| EOY | 108975 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18381826 | BOY |
| EOY | 23333053 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 196912 | BOY |
| EOY | 1735404 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23877611 | BOY |
| EOY | 27733494 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 107798 | BOY |
| EOY | 140845 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2073722 | BOY |
| EOY | 2078079 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2181520 | BOY |
| EOY | 2218924 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21696091 | BOY |
| EOY | 25514570 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21696091 | BOY |
| EOY | 25514570 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23877611 | BOY |
| EOY | 27733494 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3569890 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 248589 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 134994 | OtherCostOrOtherBasis |
| Depreciation | 102462 | Depreciation |
| Book Value | 32532 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 311560 | OtherCostOrOtherBasis |
| Depreciation | 235117 | Depreciation |
| Book Value | 76443 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 108975 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| PRESCRIPTION REBATES | 225648 |
| MEDICARE PART D SUBSIDIES | 1326268 |
| ACCRUED INTEREST AND DIVIDENDS | 183488 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1735404 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $459,248 |
| CONTRIBUTION OVERPAYMENT PAYABLE | $268,908 |
| ACCUMULATED POST RETIREMENT PENSION BENEFITS | $582,927 |
| ACCUMULATED POST RETIREMENT BENEFITS OTHER THAN PENSION | $766,996 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2078079 | TotalOfAmounts |
| Total Revenue | 20594298 | TotalRevenue |
| Total Expenses | 17024408 | TotalExpenses |
| Excess Or Deficit For Year | 3569890 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 248589 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 248589 | TotalAdjustments |
| Excess Or Deficit Per FS | 3818479 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 20813052 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 248589 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 248589 | RevenueNotRptdF990 |
| Revenue Subtotal | 20564463 | RevenueSubtotal |
| Investment Expenses Not Included | 29835 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 29835 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 20594298 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 17023021 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17023021 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 29835 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | -28448 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1387 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 17024408 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PART XIII, LINE 4B: OTHER CHANGES IN NET ASSETS RELATED TO POSTRETIREMENT BENEFIT ADJUSTMENTS: $(28,448) PART X: THE PLAN IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE(IRC) AND HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS). | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EDMUND KANE | |||||||||||||
| 0 | 162354 | 0 | 0 | 0 | 0 | 0 | 18268 | 0 | 2410 | 0 | 183032 | 0 | 0 |
| GREGORY FLOYD | |||||||||||||
| 0 | 208500 | 0 | 0 | 0 | 0 | 0 | 7177 | 0 | 0 | 0 | 215677 | 0 | 0 |
| PATRICIA STRYKER | |||||||||||||
| 0 | 173441 | 0 | 0 | 0 | 0 | 0 | 15580 | 0 | 2410 | 0 | 191431 | 0 | 0 |
| RICHARD HENDERSHOT | |||||||||||||
| 0 | 188546 | 0 | 0 | 0 | 0 | 0 | 14233 | 0 | 11417 | 0 | 214196 | 0 | 0 |
| PAUL JUERGENSEN | |||||||||||||
| 0 | 162658 | 0 | 0 | 0 | 0 | 0 | 55133 | 0 | 13893 | 0 | 231684 | 0 | 0 |
| NANCY TRUE | |||||||||||||
| 135730 | 0 | 0 | 0 | 0 | 0 | 62553 | 0 | 18591 | 0 | 216874 | 0 | 0 | 0 |
| WINSTON GEORGE | |||||||||||||
| 104122 | 0 | 0 | 0 | 0 | 0 | 63595 | 0 | 15406 | 0 | 183123 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 8B | THE FUND HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 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 CHARIPERSON 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 15: OFFICERS 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. | ||
| THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND CAN BE EXAMINED AT THE FUND OFFICE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 248,589. | FORM 990, PART XI, LINE 5: |
| THE EXECUTIVE BOARD ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. | FORM 990, PART XII, LINE 2C | |
| THROUGH DECEMBER 31, 2009, THE PLAN HAD NOT DETERMINED THE COST OF ITS DEFINED BENEFIT STAFF PENSION PLAN AND DEFINED BENEFIT POSTRETIREMENT STAFF HEALTH CARE PLAN IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP). FOR 2010, THE PLAN HAS DETERMINED THESE COSTS AND HAS RESTATED THEIR NET ASSETS AVAILABLE FOR BENEFITS AND LIABILITIES FOR POSTRETIREMENT BENEFITS AS OF DECEMBER 31, 2009 TO REFLECT A DECREASE IN NET ASSETS AVAILABLE FOR BENEFITS AND AN INCREASE IN LIABILITIES FOR POSTRETIREMENT BENEFITS OF $1,336,236. THE FOLLOWING TABLE DETAILS PRIOR YEAR AMOUNTS WHICH HAVE BEEN RESTATED TO BE IN CONFORMITY WITH CURRENT YEAR'S PRESENTATION: PART X, LINE 25, COLUMN B - OTHER LIABILITIES (PER 2009 FILING) $ 737,486 ADJUSTMENT FOR POSTRETIREMENT BENEFITS 1,336,236 PART X, LINE 25, COLUMN A - OTHER LIABILITIES, AS RESTATED(PER 2010 FILING) 2,073,722 PART X, LINE 26, COLUMN B - TOTAL LIABILITIES (PER 2009 FILING) $ 845,284 ADJUSTMENT FOR POSTRETIREMENT BENEFIT LIAB 1,336,236 PART X, LINE 25, COLUMN A - TOTAL LIABILITIES, AS RESTATED (PER 2010 FILING) 2,181,520 PART X, LINE 32 & 33, COLUMN B - RETAINED EARNINGS, ENDOWMENT, ACCUMULATED INCOME, OR OTHER FUNDS (PER 2009 FILING) $23,032,327 ADJUSTMENT FOR POSTRETIREMENT BENEFIT LIAB (1,336,236) PART X, LINE 32 & 33 COLUMN A - RETAINED EARNINGS, ENDOWMENT, ACCUMULATED INCOME OR OTHER FUNDS, AS RESTATED (PER 2010 FILING) 21,696,091 | FORM 990, PART X, LINE 33 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|
| CITY EMPLOYEES UNION LOCAL 237 IBT | ||||||||
| 216 WEST 14TH STREET | NEW YORK | NY | 10011 | 135616651 | PROVIDE ASSISTANCE TO MEMBERS IN LABOR RELATED MATTERS. | NY | 501(C)(5) | 0 |
| TEAMSTERS LOCAL 237 TRAINING AND EDUCATION FUND | ||||||||
| 216 WEST 14TH STREET | NEW YORK | NY | 10011 | 133017119 | PROVIDE TRAINING AND EDUCATIONAL BENEFITS TO ELIGIBLE MEMBERS | NY | 501(C)(3) | 0 |
| TEAMSTERS LOCAL 237 WELFARE FUND | ||||||||
| 216 WEST 14TH STREET | NEW YORK | NY | 10011 | 132575626 | PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS. | NY | 501(C)(9) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CITY EMPLOYEES UNION LOCAL 237 IBT | ||
| M | 140967 | ACCRUAL BASIS |
| TEAMSTERS LOCAL 237 WELFARE FUND | ||
| M | 790115 | ACCRUAL BASIS |
| TEAMSTERS LOCAL 237 WELFARE FUND | ||
| P | 129540 | ACCRUAL BASIS |
| CITY EMPLOYEES UNION LOCAL 237 IBT | ||
| O | 111961 | ACCRUAL BASIS |
| TEAMSTERS LOCAL 237 WELFARE FUND | ||
| O | 660576 | ACCRUAL BASIS |
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