TEAMSTERS LOCAL 631 SECURITY FUND: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- TEAMSTERS LOCAL 631 SECURITY FUND (EIN 88-0231734)
- Tax period
- 2009-05-01 to 2010-04-30
- Filed
- 2011-03-11
- IRS object ID
- 201110709349300801
- Schema version
- 2009v1.3
- 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 | 2011-03-11T11:20:42-08:00 | Timestamp |
| Tax Period End Date | 2010-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERRY & CO CPAS LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7030 SMOKE RANCH RD | AddressLine1 |
| City | LAS VEGAS | City |
| State | NV | State |
| ZIP Code | 891281202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 880231734 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TEAMSTERS LOCAL 631 SECURITY FUND FOR SOUTHERN NEVADA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TEAM | NameControl |
| Phone | 7022527001 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 EL CAMINO AVENUE | AddressLine1 |
| City | LAS VEGAS | City |
| State | NV | State |
| ZIP Code | 89102 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOHN PHILLIPENAS | Name |
| Title | TRUSTEE | Title |
| Phone | 7022527001 | Phone |
| Date Signed | 2011-03-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID BERRY | Name |
| Phone | 7025150408 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOHN PHILLIPENAS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 EL CAMINO AVE SUITE 206 | AddressLine1 |
| City | LAS VEGAS | City |
| State | NV | State |
| ZIP Code | 89102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 42082116 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | NV | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE MEDICAL,DENTAL,VISION & COUNSELING BENEFITS TO PARTICIPANTS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 46774569 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 41319303 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 629387 | InvestmentIncomePriorYear |
| Investment Income Current Year | 523418 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 239395 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 47403956 | TotalRevenuePriorYear |
| Total Revenue Current Year | 42082116 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 40577980 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 58857384 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2298833 | OtherExpensePriorYear |
| Other Expenses Current Year | 2423409 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 42876813 | TotalExpensesPriorYear |
| Total Expenses Current Year | 61280793 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4527143 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -19198677 | RevenuesLessExpensesCY |
| Total Assets BOY | 32843808 | TotalAssetsBOY |
| Total Assets EOY | 34417409 | TotalAssetsEOY |
| Total Liabilities BOY | 62173031 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 81103975 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -29329223 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -46686566 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE MEDICAL,DENTAL,VISION & COUNSELING | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | TO PROVIDE MEDICAL,DENTAL,VISION & COUNSELING BENEFITS TO PARTICIPANTS AND THEIR FAMILIES. APPROXIMATELY 3,813 ACTIVE AND 461 RETIRED PARTICIPANTS. | Description |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | false | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWEST ADMINISTRATORS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7022527001 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2901 EL CAMINO AVENUE SUITE 206 | AddressLine1 |
| City | LAS VEGAS | City |
| State | NV | State |
| ZIP Code | 89102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (9 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector |
|---|---|---|
| JOHN PHILLIPENAS | ||
| TRUSTEE | 2.00 | X |
| KEVIN HARDISON | ||
| TRUSTEE | 2.00 | X |
| JOHNNY GONZALEZ | ||
| TRUSTEE | 2.00 | X |
| WAYNE DEY | ||
| TRUSTEE | 2.00 | X |
| TAYLOR ANDREWS | ||
| TRUSTEE | 2.00 | X |
| CLAY W YOUNG | ||
| TRUSTEE | 2.00 | X |
| LAURA CRAIG | ||
| TRUSTEE | 2.00 | X |
| THOMAS BRODEUR | ||
| TRUSTEE | 2.00 | X |
| HERB STEWART | ||
| TRUSTEE | 2.00 | X |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BROWNSTEIN HYATT FARBER SCHRECK | |||||
| 100 CITY PARKWAY SUITE 1600 | LAS VEGAS | NV | 89106 | LEGAL | 262254 |
| BERRY & CO CPA | |||||
| 7030 SMOKE RANCH RD | LAS VEGAS | NV | 89128 | AUDIT AND ACCOUNTING | 161964 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | 39841847 | 39841847 |
| SELF-PAY CONTRIBUTIONS | 525100 | 1477456 | 1477456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 41319303 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 523418 | TotalRevenueColumn |
| Related Or Exempt Function Income | 523418 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COBRA REFUNDS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 239395 | TotalRevenueColumn |
| Related Or Exempt Function Income | 239395 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 239395 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 42082116 | TotalRevenueColumn |
| Related Or Exempt Function Income | 42082116 | RelatedOrExemptFunctionIncome |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58857384 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 312894 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182220 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29547 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5737 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 388256 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25634 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14298 | Total |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| ACTUARIAL FEES | 234600 |
| ADMINISTRATOR FEES | 1230223 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61280793 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12478947 | BOY |
| EOY | 12123825 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4209243 | BOY |
| EOY | 3722957 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2649 | BOY |
| EOY | 18131 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16133697 | BOY |
| EOY | 18499992 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19272 | BOY |
| EOY | 52504 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32843808 | BOY |
| EOY | 34417409 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5917050 | BOY |
| EOY | 297588 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56255981 | BOY |
| EOY | 80806387 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62173031 | BOY |
| EOY | 81103975 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -29329223 | BOY |
| EOY | -46686566 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -29329223 | BOY |
| EOY | -46686566 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32843808 | BOY |
| EOY | 34417409 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM OTHER FUND | Description |
| Book Value | 52504 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 52504 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACTUARIALLY CALCULATED POSTRETIREMENT BENEFIT OBLIGATION | |
| ESTIMATED LIABILITY FOR FUTURE COVERAGE FOR ACTIVE PARTICIPANTS | |
| EMPLOYER BOND DEPOSIT | $120,000 |
| BENEFIT OBLIGATIONS | $80,686,387 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 80806387 | TotalOfAmounts |
| Total Revenue | 42082116 | TotalRevenue |
| Total Expenses | 61280793 | TotalExpenses |
| Excess Or Deficit For Year | -19198677 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1865002 | NetUnrealizedGLOnInvestments |
| Other | -$18,970,427 | OtherAmount |
| Total Adjustments | -17105425 | TotalAdjustments |
| Excess Or Deficit Per FS | -36304102 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 43947118 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1865002 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1865002 | RevenueNotRptdF990 |
| Revenue Subtotal | 42082116 | RevenueSubtotal |
| Total Revenue Per Form990 | 42082116 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 42310366 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 42310366 | ExpensesSubtotal |
| Other Expenses Not Included | 18970427 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 18970427 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 61280793 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt XI Line 8 | CHANGE IN INCURRED CLAIMS AND PROVISIONS FOR RETIREE AND ACTIVE COVERAGE |
| Pt XIII Line 4b | CHANGE IN INCURRED CLAIMS AND PROVISIONS FOR RETIREE AND ACTIVE COVERAGE |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Pt VI-B, Line 11A | FORM 990 WAS PROVIDED TO ALL TRUSTEES FOR REVIEW PRIOR TO FILING |
| Pt VI-B, Line 12c | THE BOARD OF TRUSTEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS THAT HAVE ARISEN |
| Pt VI-C, Line 19 | PURSUANT TO ERISA |