STRATEGY STUDIO / PUBLIC DATA EXPLORER

THEATRICAL TEAMSTERS LOCAL 817 WELFARE FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THEATRICAL TEAMSTERS LOCAL 817 WELFARE FUND (EIN 13-6210566)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-06
IRS object ID
202433119349302263
Schema version
2023v5.1
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)
Return2024-11-06T11:42:44-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222951202PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MSPC CPAS & ADVISORS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1340 NORTH AVENUE EASTAddressLine1Txt
CityCRANFORDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP070162496ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136210566EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOCAL 817 IBT WELFARE FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOCABusinessNameControlTxt
Phone5163653470PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1817 OLD CUTTERMILL ROADAddressLine1Txt
CityGREAT NECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS J O'DONNELLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5163653470PhoneNum
Signature2024-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJON S GAGLIARDI CPAPreparerPersonNm
PTINP00528721PTIN
Phone9082727000PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTHOMAS J O'DONNELLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1817 OLD CUTTERMILL ROADAddressLine1Txt
CityGREAT NECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11021ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$52,752,175GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1964FormationYr
Legal Domicile StateNYLegalDomicileStateCd
Activity Or MissionTO PROVIDE WELFARE BENEFITS TO PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee1262TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$47,144,697PYProgramServiceRevenueAmt
CY Program Service Revenue$25,867,840CYProgramServiceRevenueAmt
PY Investment Income$4,758,156PYInvestmentIncomeAmt
CY Investment Income$2,697,825CYInvestmentIncomeAmt
PY Other Revenue$205,610PYOtherRevenueAmt
CY Other Revenue$1,737CYOtherRevenueAmt
PY Total Revenue$52,108,463PYTotalRevenueAmt
CY Total Revenue$28,567,402CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$45,845,848PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$57,309,821CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$529,778PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$550,708CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$370,697PYOtherExpensesAmt
CY Other Expenses$400,687CYOtherExpensesAmt
PY Total Expenses$46,746,323PYTotalExpensesAmt
CY Total Expenses$58,261,216CYTotalExpensesAmt
PY Revenues Less Expenses$5,362,140PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$29,693,814CYRevenuesLessExpensesAmt
Total Assets BOY$96,982,997TotalAssetsBOYAmt
Total Assets EOY$74,803,845TotalAssetsEOYAmt
Total Liabilities BOY$4,751,253TotalLiabilitiesBOYAmt
Total Liabilities EOY$6,067,947TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$92,231,744NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$68,735,898NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTSMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTHE WELFARE FUND PROVIDES HEALTH & WELFARE BENEFITS, HOLIDAY PAY, VACATION PAY, DEATH BENEFITS,AND DISABILITY BENEFITS TO ELIGIBLE MEMBERS. THERE WERE 1,323 PARTICIPANTS AT DECEMBER 31, 2023.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 MemYes (1)BusinessRlnWithFamMemInd
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 Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee1262EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
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 Member3IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
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

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATHLEEN KREINBIHLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5163653470PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1817 OLD CUTTERMILL RDAddressLine1Txt
CityGREAT NECKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11021ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ALLAN KRAHIEH
TRUSTEE2.00Yes (X)$0$0$0
THOMAS JO'DONNELL
TRUSTEE2.00Yes (X)$0$312,325$121,75960.00
GREGG CARLESIMO
TRUSTEE2.00Yes (X)$0$0$0
FRANCIS J CONNOLLY JR
TRUSTEE2.00Yes (X)$0$288,073$112,37060.00
BRIAN SALOMONE
TRUSTEE1.00Yes (X)$0$231,637$90,86750.00
KATHLEEN KREINBIHL
FUND ADMINISTRATOR19.00$151,447$118,636$89,13416.00Yes (X)
CHRISTOPHER O'DONNELL
ASSOCIATE FUND ADMINISTRAT30.00$123,308$17,615$46,5055.00Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$274,755TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$968,286TotReportableCompRltdOrgAmt
Total Other Compensation$460,635TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AETNA INC
4300 CENTREWAY PLARLINGTONTX76018PRESCRIPTION BENEFITS$6,181,387
AAIC PREMIUM ESL
555 COLLEGE ROAD EASTPRINCETONNJ08540STOP-LOSS INSURANCE$3,050,885
HARTFORD HEALTHCARE
100 PEARL STREETHARTFORDCT06103HEALTH BENEFITS$1,048,544
DAVIS VISION
175 EAST HOUSTON STREETSAN ANTONIOTX78205OPTICAL BENEFITS$169,890
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS525100$25,807,718$25,807,718
COBRA CONTRIBUTIONS525100$60,122$60,122
FieldValueIRS element (for citing)
Total Program Service Revenue$25,867,840TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$307,350TotalRevenueColumnAmt
Exclusion$307,350ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$26,575,248SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$24,184,773SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,390,475SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,390,475TotalRevenueColumnAmt
Exclusion$2,390,475ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$1,737TotalRevenueColumnAmt
Related Or Exempt Func Income$1,737RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,737OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,567,402TotalRevenueColumnAmt
Related Or Exempt Func Income$25,869,577RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,697,825ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$57,309,821TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$274,755TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$102,155TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$32,971TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$113,111TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$27,716TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$14,841TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$43,183TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$119,527TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$60,175TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$35,383TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$28,390TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$17,511TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,708TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$19,079TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$18,051TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$27,871TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
PCORI FEE$11,038
DUES & MEMBERSHIPS$1,585
BANK CHARGES$1,487
TELEPHONE$858

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$58,261,216TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,893,850BOYAmt
EOY$3,389,225EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,085,044BOYAmt
EOY$35,262EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,257,257BOYAmt
EOY$3,662,815EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$19,052BOYAmt
EOY$19,345EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$118,777LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$92,075LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$31,652BOYAmt
EOY$26,702EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$87,683,147BOYAmt
EOY$67,623,028EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$12,995BOYAmt
EOY$47,468EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$96,982,997BOYAmt
EOY$74,803,845EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$287,153BOYAmt
EOY$254,847EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,464,100BOYAmt
EOY$5,813,100EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,751,253BOYAmt
EOY$6,067,947EOYAmt
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$92,231,744BOYAmt
EOY$68,735,898EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$92,231,744BOYAmt
EOY$68,735,898EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$96,982,997BOYAmt
EOY$74,803,845EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$29,693,814ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$6,197,968NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$87,759OtherCostOrOtherBasisAmt
Depreciation$86,647DepreciationAmt
Book Value$1,112BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,018OtherCostOrOtherBasisAmt
Depreciation$5,428DepreciationAmt
Book Value$25,590BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$26,702TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescBENEFIT OBLIGATIONS PAYABLEDesc
Amt$5,813,100Amt
FieldValueIRS element (for citing)
Total Liability$5,813,100TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$34,645,843TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$6,197,968NetUnrealizedGainsInvstAmt
Revenue Not Reported$6,197,968RevenueNotReportedAmt
Revenue Subtotal$28,447,875RevenueSubtotalAmt
Investment Expenses Not Incld$119,527InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$119,527RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$28,567,402TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$56,792,689TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$56,792,689ExpensesSubtotalAmt
Investment Expenses Not Incld2$119,527InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$1,349,000OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,468,527ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$58,261,216TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE PLAN OBTAINED A FAVORABLE DETERMINATION LETTER, IN WHICH THE INTERNAL REVENUE SERVICE (IRS) STATES THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. 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 IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN BENEFIT OBLIGATIONS PAYABLE 1,349,000.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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
THOMAS JO'DONNELL
TRUSTEE$0$312,325$0$0$0$0$0$37,450$0$84,309$0$434,084$0$0
FRANCIS J CONNOLLY JR
TRUSTEE$0$288,073$0$0$0$0$0$34,565$0$77,805$0$400,443$0$0
KATHLEEN KREINBIHL
FUND ADMINISTRATOR$151,447$118,636$0$0$0$0$18,174$14,238$31,804$24,918$201,425$157,792$0$0
BRIAN SALOMONE
TRUSTEE$0$231,637$0$0$0$0$0$27,980$0$62,887$0$322,504$0$0
CHRISTOPHER O'DONNELL
ASSOCIATE FUND ADMINISTRAT$123,308$17,615$0$0$0$0$14,797$2,114$25,895$3,699$164,000$23,428$0$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
CHRISTOPHER O'DONNELL
FAMILY MEMBER$123,308EMPLOYEE COMPENSATION0
NICHOLAS BERTO
FAMILY MEMBER$51,316EMPLOYEE COMPENSATION.LIST 70 _ 6RROEMER - 10/10/23 17:06 PM WORKSHEET SCHEDULE L - TRANSACTIONS WITH INTERESTED PERSONSWP 5205.02 _ _SHEET 2 TAB _ _CHRISTOPHER O'DONNELL _ _GROSS SALARY _ _WELFARE COLUMN _ 118565.LIST 75 _ 6RROEMER - 10/10/23 17:07 PM WORKSHEET SCHEDULE L - TRANSACTIONS WITH INTERESTED PERSONSWP 5205.02 _ _SHEET 2 TAB _ _NICHOLAS BERTO _ _GROSS SALARY _ _WELFARE COLUMN _ 484160

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, PART IV, LINE A AND BFormAndLineReferenceDesc
ExplanationCHRISTOPHER O'DONNELL IS THE SON OF THOMAS J. O'DONNELL WHO IS AN EMPLOYEE TRUSTEE LISTED IN PART VII. HE RECEIVED EMPLOYEE COMPENSATION OF $123,308 AND $40,692 OF BENEFITS WERE PAID ON HIS BEHALF DURING 2022 FROM THIS ORGANIZATION.NICHOLAS BETRO IS THE NEPHEW OF KATHLEEN KREINBIHL WHO IS THE FUND ADMINISTRATOR LISTED IN PART VII. HE RECEIVED EMPLOYEE COMPENSATION OF $51,316 AND $16,934 OF BENEFITS WERE PAID ON HIS BEHALF DURING 2022 FROM THIS ORGANIZATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2THE EMPLOYER TRUSTEES ARE EMPLOYED BY COMPANIES THAT HAVE COLLECTIVE BARGAINING AGREEMENTS WITH THEATRICAL TEAMSTERS LOCAL UNION NO. 817. IN WHICH THE EMPLOYEE TRUSTEES ARE OFFICERS. MEMBERS OF THE LOCAL UNION ARE EMPLOYED BY THE EMPLOYER TRUSTEES' COMPANIES AND THE TERMS AND CONDITIONS OF THAT EMPLOYMENT ARE NEGOTIATED BY THE EMPLOYERS AND THE LOCAL UNION IN THE COLLECTIVE BARGAINING PROCESS.
FORM 990, PART VI, SECTION A, LINE 7AEMPLOYEE TRUSTEES ARE APPOINTED BY THE EXECUTIVE BOARD OF THE IBT LOCAL UNION NO. 817. EMPLOYER TRUSTEES ARE APPPOINTED BY THE EMPLOYERS HAVING COLLECTIVE BARGAINING AGREEMENTS WITH IBT LOCAL UNION NO. 817.
FORM 990, PART VI, SECTION A, LINE 8BNO OTHER COMMITTEES EXIST WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS REVIEWED BY THE FUND ADMINISTRATOR AND SEVERAL TRUSTEES PRIOR TO FILING.
FORM 990, PART VI, SECTION C, LINE 18THE ORGANIZATION WILL FURNISH A COPY OF FORM 990 UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST.
FORM 990, PART XII, LINE 2CTHE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.

Schedule R IRS990ScheduleR

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TEAMSTERS LOCAL 817 PENSION FUND
817 OLD CUTTERMILL RDGREAT NECKNY11021112610489PROVIDES PENSION BENEFITS TO MEMBERSNY501(A)0
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PI BROADWAY AKA LIFE OF PI
C/O FORESIGHT THEATRICAL 1650 BROADNEW YORKNY10019VEBA EMPLOYERNYN/A0882480839
RAY BLOCH PRODUCTIONS
144 PELHAMDALE AVEPELHAMNY10803VEBA EMPLOYERNYN/A0
RBS PRODUCTIONS INC
343 EAST 8TH ST SUITE 408NEW YORKNY10009VEBA EMPLOYERNYN/A0
ROUNDABOUT THEATRE
231 WEST 39TH ST SUITE 1200NEW YORKNY10018VEBA EMPLOYERNYN/A0136192346
RSA FILMS INC
634 N LA PEER DRLOS ANGELESCA90069VEBA EMPLOYERCAN/A0133381890
STINK LLC DBA STINK USA
4406 W JEFFERSON BLVDLOS ANGELESCA90016VEBA EMPLOYERCAN/A0
THEATRICAL RESOURCES
115 MACDOUGAL STREETNEW YORKNY10012VEBA EMPLOYERNYN/A0
TOOL OF NORTH AMERICA
2210 BROADWAYSANTA MONICACA90404VEBA EMPLOYERCAN/A0954686032
TOP KNOTCH PRODUCTIONS INC
6143 186TH STFRESH MEADOWSNY11365VEBA EMPLOYERNYN/A0113383636
UBER SPIN DOCTORS
4223 GLENCOE AVE STE A200MARINA DEL REYCA90292VEBA EMPLOYERCAN/A0
VIAC 077 MATVA RPDR
1447 PEACHTREE STREET NEATLANTAGA30309VEBA EMPLOYERGAN/A0
VILLAGE CRIER INC
C/O WAGNER JOHNSON PRODUCTIONS 130NEW YORKNY10036VEBA EMPLOYERNYN/A0923268016
WALTON HAULING
171 WEST STREETBROOKLYNNY11222VEBA EMPLOYERNYN/A0454472226
Y2K
4223 GLENCOE AVE STE A200MARINA DEL REYCA90292VEBA EMPLOYERCAN/A0371425813
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 OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, PART VIIFormAndLineReferenceDesc
ExplanationCONTRIBUTING EMPLOYERS SCHEDULE R PARTS II,III, IV- WITH REGARD TO CONTRIBUTING EMPLOYERS TO THE VEBA, THE 990 SCHEDULE R REFLECTS ALL INFORMATION TO DATE FOR THIS FILING AND THE PLAN IS CONTINUING THE PROCESS OF GATHERING INFORMATION WHICH WILL BE MAINTAINED AT THE PLAN'S OFFICE.ExplanationTxt