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INTERNATIONAL BROTHERHOOD OF TEAMSTERS: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL BROTHERHOOD OF TEAMSTERS (EIN 13-6701607)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-29
IRS object ID
202502729349300230
Schema version
2024v5.2
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)
Return2025-09-29T15:28:37-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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 ControlINTEBusinessNameControlTxt
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
Signature2025-09-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2025-09-29PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

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$36,012,491GrossReceiptsAmt
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 Employee6TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$19,807,925PYProgramServiceRevenueAmt
CY Program Service Revenue$20,465,303CYProgramServiceRevenueAmt
PY Investment Income$365,993PYInvestmentIncomeAmt
CY Investment Income$3,932,528CYInvestmentIncomeAmt
PY Other Revenue$13,828PYOtherRevenueAmt
CY Other Revenue$2,675CYOtherRevenueAmt
PY Total Revenue$20,187,746PYTotalRevenueAmt
CY Total Revenue$24,400,506CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$25,575,500PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$32,437,387CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,688,739PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,629,103CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,036,434PYOtherExpensesAmt
CY Other Expenses$1,482,300CYOtherExpensesAmt
PY Total Expenses$28,300,673PYTotalExpensesAmt
CY Total Expenses$35,548,790CYTotalExpensesAmt
PY Revenues Less Expenses-$8,112,927PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$11,148,284CYRevenuesLessExpensesAmt
Total Assets BOY$66,913,838TotalAssetsBOYAmt
Total Assets EOY$61,809,252TotalAssetsEOYAmt
Total Liabilities BOY$3,585,415TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,480,583TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$63,328,423NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$57,328,669NetAssetsOrFundBalancesEOYAmt
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 Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee6EmployeeCnt
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
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$180,319$18,059
RUBEN TORRES
TRUSTEE0.5040.00Yes (X)$0$181,594$12,442
DEREK JACKSON
TRUSTEE0.5040.00Yes (X)$0$200,228$20,737
JEANETTE TAVARES
TRUSTEE0.5040.00Yes (X)$0$193,716$39,083
DWAYNE MONTGOMERY
TRUSTEE0.5040.00Yes (X)$0$0$21,777
DONALD ARNOLD
TRUSTEE0.5040.00Yes (X)$0$254,601$17,464
JULIE KOBI
CO-DIRECTOR29.0011.00$168,236$0$44,184Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$168,236TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,010,458TotReportableCompRltdOrgAmt
Total Other Compensation$173,746TotalOtherCompensationAmt
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$501,903
UNITED HEALTHCARE
1 PENNSYLVANIA PLAZA 8NEW YORKNY10119DENTAL CLAIMS ADMINISTRATOR$385,457
STEPTOE & JOHNSON LLP
PO BOX 603212CHARLOTTENC282603212LEGAL FEES$105,361
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$18,232,437$18,232,437
MEDICARE REFUNDS900099$2,167,777$2,167,777
COBRA CONTRIBUTIONS900099$65,089$65,089
FieldValueIRS element (for citing)
Total Program Service Revenue$20,465,303TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$262,408TotalRevenueColumnAmt
Exclusion$262,408ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$15,282,105SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$11,611,985SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,670,120SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,670,120TotalRevenueColumnAmt
Exclusion$3,670,120ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$2,675TotalRevenueColumnAmt
Related Or Exempt Func Income$2,675RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,675OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,400,506TotalRevenueColumnAmt
Related Or Exempt Func Income$20,467,978RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$3,932,528ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$32,437,387TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,144,284TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$105,901TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$329,101TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$49,817TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$129,913TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$44,000TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$135,882TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$554,477TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$286,471TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$25,013TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$83,498TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$13,929TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$16,843TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$29,499TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
FEES MANDATED BY THE AF$61,541
LEASE AMORTIZATION$61,343
ADMIN FUND EXPENSE REIM$39,891

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$35,548,790TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,022,629BOYAmt
EOY$2,932,512EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$50,676BOYAmt
EOY$609,398EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$11,481,880BOYAmt
EOY$14,278,573EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$12,078BOYAmt
EOY$12,078EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$792,164LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$749,178LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$59,829BOYAmt
EOY$42,986EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$49,484,215BOYAmt
EOY$41,429,070EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$500,486EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$802,531BOYAmt
EOY$2,004,149EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$66,913,838BOYAmt
EOY$61,809,252EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$494,027BOYAmt
EOY$634,785EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,091,388BOYAmt
EOY$3,845,798EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,585,415BOYAmt
EOY$4,480,583EOYAmt
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$63,328,423BOYAmt
EOY$57,328,669EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$63,328,423BOYAmt
EOY$57,328,669EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$66,913,838BOYAmt
EOY$61,809,252EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$11,148,284ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$4,115,073NetUnrlzdGainsLossesInvstAmt
Prior Period Adjustments-$40,000PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$1,073,457OtherChangesInNetAssetsAmt
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$231,976DepreciationAmt
Book Value$379BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$337,699OtherCostOrOtherBasisAmt
Depreciation$337,699DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$222,110OtherCostOrOtherBasisAmt
Depreciation$179,503DepreciationAmt
Book Value$42,607BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$42,986TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DUE TO AFFILIATES$1,579,740
ACCUMULATED POSTRETIREMENT BENEFITS OTHER THAN PENSION$1,763,168
OPERATING LEASE LIABILITY$502,890
FieldValueIRS element (for citing)
Total Liability$3,845,798TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$28,379,697TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$4,115,073NetUnrealizedGainsInvstAmt
Revenue Not Reported$4,115,073RevenueNotReportedAmt
Revenue Subtotal$24,264,624RevenueSubtotalAmt
Investment Expenses Not Incld$135,882InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$135,882RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$24,400,506TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$35,412,908TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$35,412,908ExpensesSubtotalAmt
Investment Expenses Not Incld2$135,882InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$135,882ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$35,548,790TotalExpensesPerForm990Amt

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 TO 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 (6 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
DONALD ARNOLD
TRUSTEE$0$254,601$0$0$0$0$0$17,464$0$0$0$272,065$0$0
JEANETTE TAVARES
TRUSTEE$0$193,716$0$0$0$0$0$14,762$0$24,321$0$232,799$0$0
DEREK JACKSON
TRUSTEE$0$200,228$0$0$0$0$0$18,457$0$2,280$0$220,965$0$0
JULIE KOBI
CO-DIRECTOR$168,236$0$0$0$0$0$9,818$0$34,366$0$212,420$0$0$0
GREGORY FLOYD
TRUSTEE$0$180,319$0$0$0$0$0$18,059$0$0$0$198,378$0$0
RUBEN TORRES
TRUSTEE$0$181,594$0$0$0$0$0$12,442$0$0$0$194,036$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 FORM 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 FORM 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 1,190,787. POSTRETIREMENT BENEFIT ADJ OTHER THAN NET PERIODIC POSTRETIREMENT BENE COST -117,330.
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 OFFICE OF LABOR RELATIONS
22 CORTLANDT STREET FL 12-14NEW YORKNY10007MUNICIPAL GOVERNMENT AGENCYNYN/A0
NEW YORK CITY HOUSING AUTHORITY
90 CHURCH STREETNEW YORKNY10007MUNICIPAL GOVERNMENT AGENCYNYN/A0
NEW YORK CITY HEALTH AND HOSPITALS CORPORATION
50 WATER ST FL 3NEW YORKNY100046010132655001PUBLIC BENEFIT CORPORATIONNY501(C)(3)N/AN/A0
NEW YORK CITY DEPARTMENT OF EDUCATION
52 CHAMBERS STREETNEW YORKNY10007112302049MUNICIPAL GOVERNMENT AGENCYNY501(C)(3)N/AN/A0
NEW YORK CITY TRANSIT AUTHORITY (MTA)
2 BROADWAYNEW YORKNY10004116002815MUNICIPAL GOVERNMENT AGENCYNYN/AN/A0
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$1,314,066FMV
TEAMSTERS LOCAL 237 ADMINISTRATIVE FUND
S$4,043,422FMV
TEAMSTERS LOCAL 237 ADMINISTRATIVE FUND
N$275,328FMV