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GRAPHIC COMM CONFERENCE OF INTL BROTHERHOOD OF TEAMSTERS: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
GRAPHIC COMM CONFERENCE OF INTL BROTHERHOOD OF TEAMSTERS (EIN 23-1599630)
Tax period
2009-05-01 to 2010-04-30
Filed
2011-02-02
IRS object ID
201120339349300302
Schema version
2009v1.7
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)
Timestamp2011-02-02T08:48:35-06:00Timestamp
Tax Period End Date2010-04-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PRESIDENTIAL BLVD SUITE 330AddressLine1
CityBALA CYNWYDCity
StatePAState
ZIP Code19004ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-05-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN231599630EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1GRAPHIC COMMUNICATIONS CONFERENCEBusinessNameLine1
Business Name Line2IBT LOCAL 14-M HEALTH & WELFARE FUNDBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlGRAPNameControl
Phone2155334242Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11310-28 E SEDGLEY AVENUEAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code191341520ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN POTTSName
TitleUNION TRUSTEETitle
Phone2155334242Phone
Date Signed2011-02-02DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone6106689400Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJOHN POTTSNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11310-28 E SEDGLEY AVENUEAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code191341520ZIPCode
FieldValueIRS element (for citing)
Gross Receipts7581424GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization TrustXTypeOfOrganizationTrust
Year Formation1949YearFormation
State Legal DomicilePAStateLegalDomicile
Activity Or Mission DescriptionThe Plan provides health and welfare benefits to eligible members and their dependents of the Graphic Communications Conference International Brotherhood of Teamsters Local 14-M which represents graphic communication workers in southeastern Pennsylvania, southern New Jersey and northern Delaware.ActivityOrMissionDescription
Nbr Voting Members Governing Body7NbrVotingMembersGoverningBody
Nbr Independent Voting Members7NbrIndependentVotingMembers
Total Nbr Employees2TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year7835429ProgramServiceRevenuePriorYear
Program Service Revenue CY6980319ProgramServiceRevenueCY
Investment Income Prior Year11889InvestmentIncomePriorYear
Investment Income Current Year-30735InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year7847318TotalRevenuePriorYear
Total Revenue Current Year6949584TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year7986621BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY7729525BenefitsPaidToMembersCY
Salaries Etc Prior Year65734SalariesEtcPriorYear
Salaries Etc Current Year59418SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year66849OtherExpensePriorYear
Other Expenses Current Year62391OtherExpensesCurrentYear
Total Expenses Prior Year8119204TotalExpensesPriorYear
Total Expenses Current Year7851334TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-271886RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-901750RevenuesLessExpensesCY
Total Assets BOY2323179TotalAssetsBOY
Total Assets EOY1503309TotalAssetsEOY
Total Liabilities BOY7817TotalLiabilitiesBOY
Total Liabilities EOY2275TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2315362NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1501034NetAssetsOrFundBalancesEOY
Mission DescriptionThe Plan provides medical, hospital, dental, vision and prescription benefits to active members and their dependents. The Plan provides life insurance, accidental death and dismemberment benefits and disability income to active members. The Plan also provides medical benefits for retired members subject to eligibility requirements.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionTHE FUND PROVIDES MEDICAL, HOSPITAL, DENTAL, VISION, PRESCRIPTION, ACCIDENTAL DEATH AND DISMEMBERMENT AND LIFE INSURANCE BENEFITS FOR APPROXIMATELY 702 ACTIVE AND RETIRED PARTICIPANT.Description
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10961NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees2NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Nbr Voting Governing Body Members7NbrVotingGoverningBodyMembers
Number Independent Voting Members7NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement0RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1FUND OFFICEBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2155334242TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11310-28 E SEDGLEY AVENUEAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19134ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (7 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
ANDREW DOUGLAS
UNION TRUSTEE2.00X000
KURT FREEMAN
UNION TRUSTEE2.00X000
JOHN GREER
UNION TRUSTEE2.00X000
DAVid THOMSON
EMPLOYER TRUSTEE2.00X000
DAVID SALTER
EMPLOYER TRUSTEE2.00X000
JOSEPH SCALISE
EMPLOYER TRUSTEE2.00X000
JOHN POTTS
UNION TRUSTEE2.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1AETNA LIFE INSURANCE COMPANYBusinessNameLine1

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1151 Farmington AveAddressLine1
CityHartfordCity
StateCTState
ZIP Code06156ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesCLAIMS ADMINISTRATIONDescriptionOfServices
Compensation282115Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K1NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS90009943337764333776
RETIREE CO-PAYMENTS90009911924091192409
eMPLOYEE CONTRIBUTIONS90009911159701115970
MEDICARE PART D SUBSID900099211953211953
COBRA CONTRIBUTIONS900099126211126211
FieldValueIRS element (for citing)
Total Program Service Revenue6980319TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column7667TotalRevenueColumn
Exclusion$7,667ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities593438Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities631840Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-38402Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-38402TotalRevenueColumn
Exclusion-$38,402ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column6949584TotalRevenueColumn
Related Or Exempt Function Income6980319RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion-$30,735ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total7729525Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total50811Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total4584Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total4023Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total1049Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total12481Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total1931Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total18000Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total15962Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total2626Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total1115Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total1727Total

Insurance Insurance

FieldValueIRS element (for citing)
Total7500Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total7851334Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY39610BOY
EOY153530EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1446149BOY
EOY798458EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY121807BOY
EOY116228EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY2282BOY
EOY3700EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis26458LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec22280LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY5569BOY
EOY4178EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY274975BOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY430677BOY
EOY425105EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY2110BOY
EOY2110EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2323179BOY
EOY1503309EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY7817BOY
EOY2275EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY7817BOY
EOY2275EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY2315362BOY
EOY1501034EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2315362BOY
EOY1501034EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2323179BOY
EOY1503309EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis26458OtherCostOrOtherBasis
Depreciation22280Depreciation
Book Value4178BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings4178TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionPRIVATE PLACEMENT STOCKDescription
Book Value425105BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities425105TotalOfBookValueSecurities
Total Revenue6949584TotalRevenue
Total Expenses7851334TotalExpenses
Excess Or Deficit For Year-901750ExcessOrDeficitForYear
Net Unrealized GL On Investments87422NetUnrealizedGLOnInvestments
Total Adjustments87422TotalAdjustments
Excess Or Deficit Per FS-814328ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt7035075TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments87422NetUnrealizedGainsInvestments
Revenue Not Rptd F99087422RevenueNotRptdF990
Revenue Subtotal6947653RevenueSubtotal
Investment Expenses Not Included1931InvestmentExpensesNotIncluded
Revenue Not Rptd On Fin Stmt1931RevenueNotRptdOnFinStmt
Total Revenue Per Form9906949584TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt7849403TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal7849403ExpensesSubtotal
Investment Expenses Not Included21931InvestmentExpensesNotIncluded2
Expenses Not Rptd On Fin Stmt1931ExpensesNotRptdOnFinStmt
Total Expenses Per Form9907851334TotalExpensesPerForm990

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section B, line 11GRAPHIC COMMUNICATIONS CONFERENCE IBT LOCAL 14-M HEALTH & WELFARE FUND'S FORM 990 IS PREPARED BY THE FUND'S INDEPENDENT PUBLIC ACCOUNTANT. THE RETURN IS THEN FORWARDED TO THE TRUSTEES FOR REVIEW AND SIGNATURE.
Form 990, Part VI, Section C, line 19GRAPHIC COMMUNICATIONS CONFERENCE IBT LOCAL 14-M HEALTH & WELFARE FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
GRAPHIC COMMUNICATIONS CONFERENCE IBT LOCAL 14-M HEALTH & WELFARE FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT.