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TEAMSTERS LOCAL 97 FUND: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
TEAMSTERS LOCAL 97 FUND (EIN 22-2004832)
Tax period
2016-08-01 to 2017-07-31
Filed
2018-06-08
IRS object ID
201801599349300805
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)
Return2018-06-08T13:26:10-05:00ReturnTs
Tax Period End2017-07-31TaxPeriodEndDt

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 Begin2016-08-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222004832EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TEAMSTERS LOCAL 97 BENEFITS FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTEAMBusinessNameControlTxt
Phone9088100022PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1136 CENTRAL AVENUE 1ST FLOORAddressLine1Txt
CityCLARKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07066ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN GEROWPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9088100022PhoneNum
Signature2018-06-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAYMOND HARGADONPreparerPersonNm
PTINP01780635PTIN
Phone9082727000PhoneNum
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOHN GEROWPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1136 CENTRAL AVENUE 1ST FLOORAddressLine1Txt
CityCLARKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07066ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$14,929,061GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1972FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee7TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$12,941,239PYProgramServiceRevenueAmt
CY Program Service Revenue$14,202,327CYProgramServiceRevenueAmt
PY Investment Income$90,473PYInvestmentIncomeAmt
CY Investment Income$155,781CYInvestmentIncomeAmt
PY Other Revenue$1,090PYOtherRevenueAmt
CY Other Revenue$4,957CYOtherRevenueAmt
PY Total Revenue$13,032,802PYTotalRevenueAmt
CY Total Revenue$14,363,065CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$12,501,296PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$13,164,132CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$492,002PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$435,096CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,351,815PYOtherExpensesAmt
CY Other Expenses$2,034,602CYOtherExpensesAmt
PY Total Expenses$14,345,113PYTotalExpensesAmt
CY Total Expenses$15,633,830CYTotalExpensesAmt
PY Revenues Less Expenses-$1,312,311PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,270,765CYRevenuesLessExpensesAmt
Total Assets BOY$2,634,562TotalAssetsBOYAmt
Total Assets EOY$2,439,507TotalAssetsEOYAmt
Total Liabilities BOY$2,131,493TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,260,330TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$503,069NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$820,823NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescPROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS.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 AssetsYes (1)ReportOtherAssetsInd
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 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 Document163IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee7EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
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 CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
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 Line1BOARD OF TRUSTEESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9088100022PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1136 CENTRAL AVENUE 1ST FLOORAddressLine1Txt
CityCLARKCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07066ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
JOHN GEROW
TRUSTEE1.00Yes (X)$0$144,430$59,428
MARIA PEREZ
TRUSTEE1.00Yes (X)$0$137,448$58,175
DANIEL REIMAN
TRUSTEE1.00Yes (X)$0$0$0
ELAINE ALESSIO
FUND MANAGER37.50$115,890$0$31,534Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$115,890TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$281,878TotReportableCompRltdOrgAmt
Total Other Compensation$149,137TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HORIZON BLUE CROSS & BLUE SHIELD
3 PENN PLAZANEWARKNJ10119CLAIMS ADMINISTRATION$1,109,208
FABIAN & BYRN LLC
425 EAGLE ROCK AVEROSELANDNJ07068CLAIMS ADMINISTRATION$162,380
ENNIS HARGADON LLC
739 PALIZADE AVECLIFFSIDE PARKNJ07010ACCOUNTANT$145,539
SPECIALIZED PHARMACY SOLUTIONS
24 SPLIT ROCK ROADNORTH HALEDONNJ07508CLAIMS ADMINISTRATION$125,784
METS SCHIRO & MCGOVERN LLP
555 US HIGHWAY ONE SOUTHISELINNJ08830LEGAL$103,030
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYERS' CONTRIBUTIONS525100$14,177,145$14,177,145
COBRA CONTRIBUTIONS525100$25,182$25,182
FieldValueIRS element (for citing)
Total Program Service Revenue$14,202,327TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$49,404TotalRevenueColumnAmt
Exclusion$49,404ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$672,373SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$565,996SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$106,377SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$106,377TotalRevenueColumnAmt
Related Or Exempt Func Income$106,377RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
INTEREST ON EMPLOYER AUDITS525100$4,223$4,223
INTEREST ON AUDITS AND MONTHLY RE525100$726$726
OTHER INCOME525100$8$8
FieldValueIRS element (for citing)
Other Revenue Total$4,957OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$14,363,065TotalRevenueColumnAmt
Related Or Exempt Func Income$14,313,661RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$49,404ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$13,164,132TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$118,036TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$175,806TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$41,442TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$72,356TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$27,456TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$103,030TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$145,539TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$16,126TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,552,317TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$47,748TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$98,814TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$23,148TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$8,800TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$13,455TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$6,656TotalAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmt
OTHER BENEFIT FEES$8,551
EQUIPMENT RENTAL AND MA$6,988
OTHER EXPENSES$3,430

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$15,633,830TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$80BOYAmt
EOY$3,189EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$167,747BOYAmt
EOY$364,435EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$518,783BOYAmt
EOY$30,245EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,807BOYAmt
EOY$10,787EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$214,998LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$166,493LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$59,678BOYAmt
EOY$48,505EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$1,583,735BOYAmt
EOY$1,454,517EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$293,732BOYAmt
EOY$527,829EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,634,562BOYAmt
EOY$2,439,507EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$147,191BOYAmt
EOY$549,308EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,984,302BOYAmt
EOY$2,711,022EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,131,493BOYAmt
EOY$3,260,330EOYAmt
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$503,069BOYAmt
EOY-$820,823EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$503,069BOYAmt
EOY-$820,823EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,634,562BOYAmt
EOY$2,439,507EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,270,765ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$53,127NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
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 Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$55,350OtherCostOrOtherBasisAmt
Depreciation$55,350DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$159,648OtherCostOrOtherBasisAmt
Depreciation$111,143DepreciationAmt
Book Value$48,505BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$48,505TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
ACCRUED INTEREST AND DIVIDENDS$10,712
DUE FROM BROKER FOR SECURITIES SOLD$236,525
ADVANCE DEPOSITS$280,592
FieldValueIRS element (for citing)
Total Book Value Other Assets$527,829TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
PAYABLE TO CLAIMS ADMINISTRATORS$2,710,327
DUE TO BROKER FOR SECURITIES PURCHASED$695
FieldValueIRS element (for citing)
Total Liability$2,711,022TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$14,290,503TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$53,127NetUnrealizedGainsInvstAmt
Revenue Not Reported-$53,127RevenueNotReportedAmt
Revenue Subtotal$14,343,630RevenueSubtotalAmt
Investment Expenses Not Incld$19,435InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$19,435RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$14,363,065TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$15,614,395TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$15,614,395ExpensesSubtotalAmt
Investment Expenses Not Incld2$19,435InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$19,435ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$15,633,830TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING 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 (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED OPON EXAMINATION BY THE TAXING AUTHORITIES. AS OF JULY 31, 2017, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXEPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.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 (2 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
JOHN GEROW
TRUSTEE$0$144,430$0$0$0$0$0$46,310$0$13,118$0$203,858$0$0
MARIA PEREZ
TRUSTEE$0$137,448$0$0$0$0$0$44,567$0$13,608$0$195,623$0$0

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
CHRISTINE KNISPEL
FAMILY MEMBER OF JOHN GEROW$62,917EMPLOYMENT0
(no name)
0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2TRUSTEES GEROW AND PEREZ ARE OFFICERS OF TEAMSTERS LOCAL UNION NO. 97. THE EMPLOYER TRUSTEES ARE EMPLOYED BY EMPLOYERS THAT HAVE COLLECTIVE BARGAINING AGREEMENTS WITH TEAMSTERS LOCAL UNION NO. 97 IN WHICH UNION TRUSTEES GEROW AND PEREZ ARE OFFICERS. MEMBERS OF THE UNION ARE EMPLOYED BY THE EMPLOYER TRUSTEES' EMPLOYERS AND THE TERMS AND CONDITIONS OF THAT EMPLOYMENT ARE NEGOTIATED BY THE EMPLOYERS AND THE UNION IN THE COLLECTIVE BARGAINING PROCESS.
FORM 990, PART VI, SECTION A, LINE 7ATHE TWO UNION TRUSTEES ARE APPOINTED BY THE EXECUTIVE BOARD OF TEAMSTERS LOCAL UNION NO. 97. THE EMPLOYER TRUSTEES ARE APPOINTED BY VOTE OF THE EMPLOYERS HAVING A CONTRACTUAL RELATIONSHIP WITH THE UNION.
FORM 990, PART VI, SECTION B, LINE 11BPRIOR TO ITS FILING, THE FORM 990 WAS REVIEWED BY ALL OF THE ACTIVE TRUSTEES OF THE PLAN. THE BOARD OF TRUSTEES IS THE GOVERNING BODY OF THE ORGANIZATION AND CONSISTS OF ALL THE VOTING MEMBERS.
FORM 990, PART VI, SECTION B, LINE 12THIS ORGANIZATION IS AN EMPLOYEE BENEFIT PLAN COVERED BY THE EMPLOYEE RETIREMENT SECURITY ACT (ERISA). THE TRUSTEES HAVE A STATUTORY DUTY UNDER ERISA TO AVOID CONFLICTS AND REPORT THEM WHEN THEY OCCUR.
FORM 990, PART VI, SECTION B, LINE 15ATHE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF TRUSTEES. THE FUND DOES NOT HAVE A CEO OR EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION C, LINE 19THE FUND'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC IN ACCORDANCE WITH THE REQUIREMENTS OF ERISA AND OTHER GOVERNING LAW UPON REQUEST. THE FUND HANDLES CONFLICTS OF INTEREST AS REQUIRED BY ERISA.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
BOROUGH OF CARTERET
20 COOKE AVECARTERETNJ07008226001707VEBA CONTRIBUTING EMPLOYERNJN/A0
JACKSON BOARD OF EDUCATION
151 DON CONNER BLVDJACKSONNJ08527216000344VEBA CONTRIBUTING EMPLOYERNJN/A0
LACEY TOWNSHIP
818 W LACEY ROADFORKED RIVERNJ08731216006469VEBA CONTRIBUTING EMPLOYERNJN/A0
LAVALLETTE BOROUGH
1306 GRAND CENTRAL AVELAVALLETTENJ08735216000788VEBA CONTRIBUTING EMPLOYERNJN/A0
TOWNSHIP OF LITTLE FALLS
225 MAIN STREETLITTLE FALLSNJ07424226002036VEBA CONTRIBUTING EMPLOYERNJN/A0
PALISADES PARK BOARD OF EDUCATION
410 SECOND STREETPALISADES PARKNJ07650226002185VEBA CONTRIBUTING EMPLOYERNJN/A0
TEAMSTERS LOCAL UNION NO 97
485 CHESTNUT STREETUNIONNJ07083221633671VEBA CONTRIBUTING EMPLOYERNJN/A0
BOROUGH OF SOUTH TOMS RIVER
144 MILL STREETSOUTH TOMS RIVERNJ08757221859596VEBA CONTRIBUTING EMPLOYERNJN/A0
BOROUGH OF PARAMUS
1 JOCKISH SQUAREPARAMUSNJ07652226002186VEBA CONTRIBUTING EMPLOYERNJN/A0
CITY OF HACKENSACK
65 CENTRAL AVENUEHACKENSACKNJ07601226001843VEBA CONTRIBUTING EMPLOYERNJN/A0
HOBOKEN HOUSING AUTHORITY
400 HARRISON STREETHOBOKENNJ07030VEBA CONTRIBUTING EMPLOYERNJN/A0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerInd
ASHBROOK CARE AND REHABILITATION CENTER
1610 RARITAN ROADSCOTCH PLAINSNJ07076270398833VEBA CONTRIBUTING EMPLOYERNJN/A00
FOREST HILL PROPERTIES
8 WEST 40TH STREETNEW YORKNY10018133633569VEBA CONTRIBUTING EMPLOYERNJN/A00
LLANFAIR HOUSE CARE AND REHAB CENTER
1140 BLACK OAK RIDGE ROADWAYNENJ07470270399620VEBA CONTRIBUTING EMPLOYERNJN/A00
GREENBROOK MANOR & REHAB CENTER
303 ROCK AVENUEGREENBROOKNJ08812270399365VEBA CONTRIBUTING EMPLOYERNJN/A00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (16 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndEntity TypeEntityTypeTxt
ARCADIA NURSING AND REHABILITATION CENTER
1501 ROUTE 33TRENTONNJ08690311510952VEBA CONTRIBUTING EMPLOYERNJN/A0
BP & SC SERVICES INC
491 LYONS AVENUEIRVINGTONNJ07111208056539VEBA CONTRIBUTING EMPLOYERNJN/A0S
BROWER TOWN ASSOC INCPROSPECT HEIGHTS CARE CENTER
336 PROSPECT AVEHACKENSACKNJ07601222761763VEBA CONTRIBUTING EMPLOYERNJN/A0S
CENTURY DISTRIBUTION SERVICE INC
100 PASSAIC AVE SUITE 160FAIRFIELDNJ07004223444871VEBA CONTRIBUTING EMPLOYERNJN/A0C
DUREX INC
5 STAHUBER AVEUNIONNJ07083221426696VEBA CONTRIBUTING EMPLOYERNJN/A0S
MILLER & SON
24 BELLEVILLE AVENUEBELLEVILLENJ07109221838356VEBA CONTRIBUTING EMPLOYERNJN/A0
MODERN FACILITIES SERVICES INC
733 RIDGEDALE AVEEAST NEWARKNJ07936222256098VEBA CONTRIBUTING EMPLOYERNJN/A0S
REGENT CARE CENTER
50 POLIFLY ROADHACKENSACKNJ07601222495155VEBA CONTRIBUTING EMPLOYERNJN/A0C
SEVERNA OPERATIONS INC
3 EASTMANS ROADPARSIPPANYNJ07054010801089VEBA CONTRIBUTING EMPLOYERNJN/A0S
SILVERLINE BLDG PRODUCTS CORPANDERSEN CORP
100 4TH AVENUE NORTHBAYPORTMN55003251910909VEBA CONTRIBUTING EMPLOYERN/A0
T&E INDUSTRIES INC
215 WATCHUNG AVEORANGENJ07050222304064VEBA CONTRIBUTING EMPLOYERNJN/A0S
TECHNICAL BLDG MAINT INC (TEMCO)
417 FIFTH AVENUENEW YORKNY10016221852148VEBA CONTRIBUTING EMPLOYERNJN/A0C
THE VMC GROUP
113 MAIN STREETBLOOMINGDALENJ07403202305737VEBA CONTRIBUTING EMPLOYERN/A0
TRYCO TOOL & MFG CO INC
363 SO JEFFERSON STREETORANGENJ07050221695476VEBA CONTRIBUTING EMPLOYERNJN/A0S
WHITE HOUSE HEALTHCARE & REHAB CENTER INC
560 BERKELEY AVEORANGENJ07050221996325VEBA CONTRIBUTING EMPLOYERNJN/A0S
WHITE ROSE INC
380 MIDDLESEX AVENUECARTERETNJ07008940431833VEBA CONTRIBUTING EMPLOYERDEN/A0C
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 Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd