Utah-Idaho Teamsters Retirees' Trust
Cite this
Plain text Utah-Idaho Teamsters Retirees' Trust. Strategy Studio, nonprofit organization profile, tax years 2012–2024. https://strategystudio.org/org/452137944. Retrieved 2026-10-18.
APA Strategy Studio. (n.d.). Utah-Idaho Teamsters Retirees' Trust [Nonprofit organization profile; tax years 2012–2024]. Retrieved October 18, 2026, from https://strategystudio.org/org/452137944
MLA “Utah-Idaho Teamsters Retirees' Trust.” Strategy Studio, tax years 2012–2024, https://strategystudio.org/org/452137944. Accessed 18 Oct. 2026.
Retrieved 2026-10-18; covers tax years 2012–2024. Data: Strategy Studio, CC BY 4.0.
2024 · Form 990 · revenue $19.1M · expenses $6.8M · assets $106.5M
- EIN
- 45-2137944
- Address
- C/O SSA 2550 W Union Hills Dr 290, Phoenix, AZ 85027
- NTEE code
- -
- Subsection
- -
- Ruling year
- -
- Cross-check
- ProPublica Nonprofit Explorer
Mission
SEE SCHEDULE O
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
No one listed on these returns was paid.
Unpaid officers and directors · 29 people
| Name | Latest title | Years | Organizations |
|---|---|---|---|
| Tom Cannon | EMPLOYER TRUSTEE | 2021-2024 | 2 |
| Tim Dietz | EMPLOYER TRUSTEE | 2021-2024 | 2 |
| Veronica Terpening | EMPLOYER TRUSTEE - PAST | 2022-2024 | 2 |
| Spencer Hogue | UNION TRUSTEE | 2012-2024 | 6 |
| Britt Miller | UNION TRUSTEE | 2019-2024 | 3 |
| Jessica Prather | UNION TRUSTEE - PAST | 2015-2024 | 6 |
| Jim Soumas | UNION TRUSTEE | 2022-2024 | 2 |
| David Anderson | EMPLOYER TRUSTEE | 2024 | 2 |
| Larry Ortega | EMPLOYER TRUSTEE | 2024 | 2 |
| Bob Mendez | UNION TRUSTEE | 2024 | 2 |
| Dave Anderson (former) | EMPLOYER TRUSTEE | 2012-2023 | 2 |
| Chris Rowland (former) | EMPLOYER TRUSTEE | 2020-2022 | 2 |
| Jim Stone (former) | UNION TRUSTEE | 2014-2022 | 2 |
| Matthew Oglesby (former) | EMPLOYER TRUSTEE | 2018-2021 | 2 |
| Jessica Scarsella (former) | EMPLOYER TRUSTEE | 2020-2021 | 3 |
| Bryan Flake (former) | EMPLOYER TRUSTEE | 2012-2020 | 5 |
| Mark Schaefer (former) | EMPLOYER TRUSTEE | 2016-2020 | 2 |
| Terry Bartle (former) | UNION TRUSTEE | 2018-2019 | 2 |
| Jim Jacketta (former) | UNION TRUSTEE | 2012-2019 | 5 |
| Matt Oglesby (former) | EMPLOYER TRUSTEE | 2012-2017 | 2 |
| Leisle Fitzgerald (former) | EMPLOYER TRUSTEE | 2012-2016 | 2 |
| Kristi Rogers (former) | EMPLOYER TRUSTEE | 2014-2016 | 2 |
| Cory Haslam (former) | UNION TRUSTEE | 2012-2015 | 3 |
| Mark Briggs (former) | UNION TRUSTEE | 2013-2015 | 4 |
| Art Miller (former) | Trustee | 2013 | 2 |
| Mike Carnefix (former) | Trustee | 2012-2013 | 2 |
| Robert Lee (former) | Trustee | 2012 | 6 |
| Max Hallfrisch (former) | Trustee | 2012 | 2 |
| Rusty Hart (former) | Trustee | 2012 | 5 |
People by year
2024 · 10 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVID ANDERSON | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TOM CANNON | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TIM DIETZ | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| LARRY ORTEGA | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| VERONICA TERPENING | EMPLOYER TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 2 |
| SPENCER HOGUE | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| BOB MENDEZ | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| BRITT MILLER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JESSICA PRATHER | UNION TRUSTEE - PAST | 1 | $0 | $0 | $0 | $0 | 6 |
| JIM SOUMAS | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2023 · 8 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVE ANDERSON | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TOM CANNON | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TIM DIETZ | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| VERONICA TERPENING | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| SPENCER HOGUE | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| BRITT MILLER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JESSICA PRATHER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JIM SOUMAS | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2022 · 10 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVE ANDERSON | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TOM CANNON | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TIM DIETZ | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| CHRIS ROWLAND | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| VERONICA TERPENING | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| SPENCER HOGUE | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| BRITT MILLER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JESSICA PRATHER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JIM STONE | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JIM SOUMAS | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2021 · 10 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVE ANDERSON | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| SPENCER HOGUE | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| BRITT MILLER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JESSICA PRATHER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JIM STONE | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| CHRIS ROWLAND | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TOM CANNON | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TIM DIETZ | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MATTHEW OGLESBY | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JESSICA SCARSELLA | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
2020 · 10 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVE ANDERSON | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| BRYAN FLAKE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| MATTHEW OGLESBY | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MARK SCHAEFER | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| SPENCER HOGUE | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| BRITT MILLER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JESSICA PRATHER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JIM STONE | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| CHRIS ROWLAND | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JESSICA SCARSELLA | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
2019 · 10 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVE ANDERSON | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| BRYAN FLAKE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| MATTHEW OGLESBY | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MARK SCHAEFER | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| TERRY BARTLE | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| SPENCER HOGUE | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JIM JACKETTA | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| BRITT MILLER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JESSICA PRATHER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JIM STONE | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2018 · 9 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRYAN FLAKE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| DAVE ANDERSON | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MARK SCHAEFER | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MATThew OGLESBY | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JESSICA PRATHER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JIM JACKETTA | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| JIM STONE | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| SPENCER HOGUE | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| TERRY BARTLE | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2017 · 8 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRYAN FLAKE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| DAVE ANDERSON | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MARK SCHAEFER | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MATT OGLESBY | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JESSICA PRATHER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JIM JACKETTA | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| JIM STONE | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| SPENCER HOGUE | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
2016 · 10 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVE ANDERSON | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| BRYAN FLAKE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| MATT OGLESBY | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MARK SCHAEFER | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| SPENCER HOGUE | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JIM JACKETTA | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| JESSICA PRATHER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JIM STONE | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| LEISLE FITZGERALD | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KRISTI ROGERS | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2015 · 11 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVE ANDERSON | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| LEISLE FITZGERALD | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| BRYAN FLAKE | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| MATT OGLESBY | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| KRISTI ROGERS | EMPLOYER TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MARK BRIGGS | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| CORY HASLAM | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| SPENCER HOGUE | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JIM JACKETTA | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| JESSICA PRATHER | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
| JIM STONE | UNION TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2014 · 10 people listed · none paid · 0 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRYAN FLAKE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| MARK BRIGGS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| KRISTI ROGERS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| CORY HASLAM | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| DAVE ANDERSON | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| MATT OGLESBY | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JIM STONE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| LEISLE FITZGERALD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JIM JACKETTA | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 5 |
| SPENCER HOGUE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 6 |
2013 · 10 people listed · none paid · 0 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| BRYAN FLAKE | Trustee | 1 | $0 | $0 | $0 | $0 | 5 |
| MARK BRIGGS | Trustee | 1 | $0 | $0 | $0 | $0 | 4 |
| ART MILLER | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| CORY HASLAM | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| DAVE ANDERSON | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| MATT OGLESBY | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| MIKE CARNEFIX | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| LEISLE FITZGERALD | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| JIM JACKETTA | Trustee | 1 | $0 | $0 | $0 | $0 | 5 |
| SPENCER HOGUE | Trustee | 1 | $0 | $0 | $0 | $0 | 6 |
2012 · 11 people listed · none paid · 0 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SPENCER HOGUE | Trustee - Elect | 1 | $0 | $0 | $0 | $0 | 6 |
| JIM JACKETTA | Trustee | 1 | $0 | $0 | $0 | $0 | 5 |
| LEISLE FITZGERALD | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| MIKE CARNEFIX | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| MATT OGLESBY | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| DAVE ANDERSON | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| CORY HASLAM | Trustee | 1 | $0 | $0 | $0 | $0 | 3 |
| MAX HALLFRISCH | Trustee | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT LEE | Trustee | 1 | $0 | $0 | $0 | $0 | 6 |
| RUSTY HART | Trustee | 1 | $0 | $0 | $0 | $0 | 5 |
| BRYAN FLAKE | Trustee | 1 | $0 | $0 | $0 | $0 | 5 |
Highest-paid independent contractors
2024 · 2 contractors · $453K
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA | PITTSBURGH, PA | ADMIN SUPPORT SVCS | $234,372 |
| SOUTHWEST SERVICE ADMINISTRATORS I | PHOENIX, AZ | CONTRACT ADMIN. | $218,892 |
2023 · 2 contractors · $416K
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA | PITTSBURGH, PA | ADMIN SUPPORT SVCS | $217,638 |
| SOUTHWEST SERVICE ADMINISTRATORS I | PHOENIX, AZ | CONTRACT ADMIN. | $198,673 |
2022 · 3 contractors · $490K
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS I | PHOENIX, AZ | CONTRACT ADMIN. | $180,729 |
| CIGNA | PITTSBURGH, PA | ADMIN SUPPORT SVCS | $175,433 |
| MORGAN STANLEY | HOLLADAY, UT | INVESTMENT SERVICES | $134,130 |
2021 · 3 contractors · $475K
| Name | Location | Service | Paid |
|---|---|---|---|
| CIGNA | PITTSBURGH, PA | ADMIN SUPPORT SVCS | $178,931 |
| SOUTHWEST SERVICE ADMINISTRATORS I | PHOENIX, AZ | CONTRACT ADMIN. | $173,983 |
| MORGAN STANLEY | HOLLADAY, UT | INVESTMENT SERVICES | $121,840 |
2020 · 1 contractor · $169K
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS I | PHOENIX, AZ | CONTRACT ADMIN. | $168,508 |
2019 · 1 contractor · $202K
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS I | PHOENIX, AZ | CONTRACT ADMIN. | $201,978 |
2018 · 1 contractor · $196K
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS I | PHOENIX, AZ | CONTRACT ADMIN. | $195,641 |
2017 · 1 contractor · $225K
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS I | PHOENIX, AZ | CONTRACT ADMIN. | $224,954 |
2016 · 1 contractor · $176K
| Name | Location | Service | Paid |
|---|---|---|---|
| SOUTHWEST SERVICE ADMINISTRATORS I | PHOENIX, AZ | CONTRACT ADMIN. | $175,809 |
2015 · 1 contractor · $449K
| Name | Location | Service | Paid |
|---|---|---|---|
| GROUP BENEFIT ADMINISTRATORS INC | SALT LAKE CITY, UT | CONTRACT ADMIN. | $448,929 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $19,094,074 | $6,826,513 | $106,499,084 | $106,468,885 | $0 | $15,074,650 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $14,541,033 | $6,312,533 | $88,837,485 | $88,828,548 | $0 | $15,164,677 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $15,941,144 | $5,669,753 | $74,085,153 | $74,078,166 | $0 | $15,869,024 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $16,192,168 | $4,724,337 | $63,222,367 | $63,216,591 | $0 | $15,270,321 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $13,837,637 | $4,996,308 | $56,332,631 | $55,730,761 | $0 | $13,083,737 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $11,206,971 | $4,811,082 | $47,054,117 | $47,049,766 | $0 | $10,260,149 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $8,905,215 | $5,030,471 | $40,024,354 | $39,997,372 | $0 | $8,193,390 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $7,065,214 | $5,163,780 | $36,049,389 | $35,493,299 | $0 | $6,539,925 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $6,691,346 | $5,118,847 | $34,162,969 | $34,129,261 | $0 | $5,729,626 | $0 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $6,348,201 | $5,653,740 | $33,214,261 | $33,184,859 | $0 | $5,591,680 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $6,628,088 | $4,784,943 | $32,554,951 | $32,505,964 | $0 | $5,943,392 | - | 0 | 10 |
| 2013 · Form 990 | ||||||||
| $5,122,034 | $4,506,785 | $30,549,198 | $30,418,061 | $0 | $4,273,619 | $0 | 0 | 10 |
| 2012 · Form 990 | ||||||||
| $4,427,534 | $2,952,336 | $30,539,443 | $30,449,381 | $0 | $3,751,426 | $0 | 0 | 11 |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| TEAMSTERS RETIREE TRUST | CA | Not reported | $54,606,150 | $54,149,012 | Co-Chair | $0 | Similar name, revenue within 5x |
Who funds organizations like this
Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $6,826,513 spent · pay $0 · grants $0 · events $3,779
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $5,995,405 | - | - | - | 87.8% | |
| Fees: other services | $329,191 | - | - | - | 4.8% | |
| Fees: management | $225,533 | - | - | - | 3.3% | |
| Fees: investment management | $150,134 | - | - | - | 2.2% | |
| Office expenses | $32,592 | - | - | - | 0.5% | |
| Fees: accounting | $32,077 | - | - | - | 0.5% | |
| Other (as described) | BANK FEES | $20,133 | - | - | - | 0.3% |
| Insurance | $17,959 | - | - | - | 0.3% | |
| Fees: legal | $16,653 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $3,779 | - | - | - | 0.1% | |
| Other (as described) | PCORI FEES | $3,057 | - | - | - | 0.0% |
| Total | $6,826,513 | 100% |
2023 · Form 990 · $6,312,533 spent · pay $0 · grants $0 · events $3,787
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $5,606,368 | - | - | - | 88.8% | |
| Fees: other services | $290,729 | - | - | - | 4.6% | |
| Fees: management | $208,124 | - | - | - | 3.3% | |
| Fees: investment management | $71,520 | - | - | - | 1.1% | |
| Fees: accounting | $40,217 | - | - | - | 0.6% | |
| Insurance | $30,809 | - | - | - | 0.5% | |
| Office expenses | $27,442 | - | - | - | 0.4% | |
| Other (as described) | BANK FEES | $19,530 | - | - | - | 0.3% |
| Fees: legal | $11,320 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $3,787 | - | - | - | 0.1% | |
| Other (as described) | PCORI FEES | $2,687 | - | - | - | 0.0% |
| Total | $6,312,533 | 100% |
2022 · Form 990 · $5,669,753 spent · pay $0 · grants $0 · events $2,362
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,953,844 | - | - | - | 87.4% | |
| Fees: other services | $286,681 | - | - | - | 5.1% | |
| Fees: management | $184,386 | - | - | - | 3.3% | |
| Fees: investment management | $140,941 | - | - | - | 2.5% | |
| Fees: accounting | $35,100 | - | - | - | 0.6% | |
| Office expenses | $23,517 | - | - | - | 0.4% | |
| Insurance | $19,503 | - | - | - | 0.3% | |
| Other (as described) | BANK FEES | $15,350 | - | - | - | 0.3% |
| Fees: legal | $5,595 | - | - | - | 0.1% | |
| Other (as described) | PCORI FEES | $2,474 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $2,362 | - | - | - | 0.0% | |
| Total | $5,669,753 | 100% |
2021 · Form 990 · $4,724,337 spent · pay $0 · grants $0 · events $2,444
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,081,085 | - | - | - | 86.4% | |
| Fees: other services | $241,969 | - | - | - | 5.1% | |
| Fees: management | $176,504 | - | - | - | 3.7% | |
| Fees: investment management | $126,859 | - | - | - | 2.7% | |
| Fees: accounting | $33,500 | - | - | - | 0.7% | |
| Office expenses | $19,154 | - | - | - | 0.4% | |
| Insurance | $16,593 | - | - | - | 0.4% | |
| Other (as described) | BANK FEES | $15,115 | - | - | - | 0.3% |
| Fees: legal | $8,666 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $2,444 | - | - | - | 0.1% | |
| Other (as described) | PCORI FEES | $2,250 | - | - | - | 0.0% |
| Other (as described) | PRESERVATION OF RECORDS | $198 | - | - | - | 0.0% |
| Total | $4,724,337 | 100% |
2020 · Form 990 · $4,996,308 spent · pay $0 · grants $0 · events $1,509
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,361,313 | - | - | - | 87.3% | |
| Fees: other services | $236,595 | - | - | - | 4.7% | |
| Fees: management | $169,313 | - | - | - | 3.4% | |
| Fees: investment management | $116,917 | - | - | - | 2.3% | |
| Fees: accounting | $35,270 | - | - | - | 0.7% | |
| Office expenses | $26,728 | - | - | - | 0.5% | |
| Insurance | $23,939 | - | - | - | 0.5% | |
| Other (as described) | BANK FEES | $11,451 | - | - | - | 0.2% |
| Fees: legal | $10,852 | - | - | - | 0.2% | |
| Other (as described) | PCORI FEES | $2,090 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $1,509 | - | - | - | 0.0% | |
| Other (as described) | PRESERVATION OF RECORDS | $331 | - | - | - | 0.0% |
| Total | $4,996,308 | 100% |
2019 · Form 990 · $4,811,082 spent · pay $0 · grants $0 · events $5,154
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,326,211 | - | - | - | 89.9% | |
| Fees: management | $192,201 | - | - | - | 4.0% | |
| Fees: other services | $135,302 | - | - | - | 2.8% | |
| Fees: investment management | $78,391 | - | - | - | 1.6% | |
| Office expenses | $23,069 | - | - | - | 0.5% | |
| Fees: accounting | $17,300 | - | - | - | 0.4% | |
| Insurance | $15,427 | - | - | - | 0.3% | |
| Other (as described) | BANK FEES | $7,589 | - | - | - | 0.2% |
| Fees: legal | $7,506 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $5,154 | - | - | - | 0.1% | |
| Other (as described) | PCORI FEES | $1,924 | - | - | - | 0.0% |
| Other (as described) | PRESERVATION OF RECORDS | $1,008 | - | - | - | 0.0% |
| Total | $4,811,082 | 100% |
2018 · Form 990 · $5,030,471 spent · pay $0 · grants $0 · events $3,936
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,613,900 | - | - | - | 91.7% | |
| Fees: management | $190,559 | - | - | - | 3.8% | |
| Fees: other services | $79,688 | - | - | - | 1.6% | |
| Fees: investment management | $78,782 | - | - | - | 1.6% | |
| Office expenses | $19,336 | - | - | - | 0.4% | |
| Fees: accounting | $16,400 | - | - | - | 0.3% | |
| Insurance | $12,436 | - | - | - | 0.2% | |
| Fees: legal | $10,725 | - | - | - | 0.2% | |
| Other (as described) | BANK FEES | $4,136 | - | - | - | 0.1% |
| Conferences, conventions and meetings | $3,936 | - | - | - | 0.1% | |
| Other (as described) | PCORI FEES | $1,699 | - | - | - | 0.0% |
| Other (as described) | PRESERVATION OF RECORDS | $1,100 | - | - | - | 0.0% |
| Other (as described) | ACA FEES | -$2,226 | - | - | - | -0.0% |
| Total | $5,030,471 | 100% |
2017 · Form 990 · $5,163,780 spent · pay $0 · grants $0 · events $3,109
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,706,057 | - | - | - | 91.1% | |
| Fees: management | $245,654 | - | - | - | 4.8% | |
| Fees: other services | $66,426 | - | - | - | 1.3% | |
| Fees: investment management | $66,041 | - | - | - | 1.3% | |
| Fees: legal | $27,332 | - | - | - | 0.5% | |
| Office expenses | $17,215 | - | - | - | 0.3% | |
| Fees: accounting | $16,000 | - | - | - | 0.3% | |
| Insurance | $5,016 | - | - | - | 0.1% | |
| Other (as described) | ACA FEES | $4,452 | - | - | - | 0.1% |
| Other (as described) | BANK FEES | $3,521 | - | - | - | 0.1% |
| Conferences, conventions and meetings | $3,109 | - | - | - | 0.1% | |
| Other (as described) | PCORI FEES | $1,532 | - | - | - | 0.0% |
| Other (as described) | MISCELLANEOUS EXPENSE | $1,425 | - | - | - | 0.0% |
| Total | $5,163,780 | 100% |
2016 · Form 990 · $5,118,847 spent · pay $0 · grants $0 · events $3,858
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,772,623 | - | - | - | 93.2% | |
| Fees: other services | $116,496 | - | - | - | 2.3% | |
| Fees: management | $116,422 | - | - | - | 2.3% | |
| Fees: legal | $32,720 | - | - | - | 0.6% | |
| Fees: accounting | $20,075 | - | - | - | 0.4% | |
| Fees: investment management | $16,017 | - | - | - | 0.3% | |
| Office expenses | $15,883 | - | - | - | 0.3% | |
| Other (as described) | ACA FEES | $13,510 | - | - | - | 0.3% |
| Other (as described) | BANK CHARGES | $4,396 | - | - | - | 0.1% |
| Insurance | $4,158 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $3,858 | - | - | - | 0.1% | |
| Other (as described) | PCORI FEES | $1,403 | - | - | - | 0.0% |
| Other (as described) | MISCELLANEOUS EXPENSE | $1,286 | - | - | - | 0.0% |
| Total | $5,118,847 | 100% |
2015 · Form 990 · $5,653,740 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,937,631 | - | - | - | 87.3% | |
| Fees: management | $501,709 | - | - | - | 8.9% | |
| Fees: other services | $141,355 | - | - | - | 2.5% | |
| Fees: accounting | $21,694 | - | - | - | 0.4% | |
| Fees: investment management | $19,950 | - | - | - | 0.4% | |
| Other (as described) | ACA FEES | $17,925 | - | - | - | 0.3% |
| Other (as described) | BANK CHARGES | $12,126 | - | - | - | 0.2% |
| Other (as described) | PCORI FEES | $1,321 | - | - | - | 0.0% |
| Fees: legal | $29 | - | - | - | 0.0% | |
| Total | $5,653,740 | 100% |
2014 · Form 990 · $4,784,943 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $4,315,175 | - | - | - | 90.2% | |
| Fees: management | $364,518 | - | - | - | 7.6% | |
| Other (as described) | COST CONTAINMENT FEES | $41,473 | - | - | - | 0.9% |
| Fees: other services | $22,234 | - | - | - | 0.5% | |
| Fees: investment management | $19,950 | - | - | - | 0.4% | |
| Fees: accounting | $13,500 | - | - | - | 0.3% | |
| Other (as described) | BANK CHARGES | $7,522 | - | - | - | 0.2% |
| Other (as described) | ACA TAXES | $571 | - | - | - | 0.0% |
| Total | $4,784,943 | 100% |
2013 · Form 990 · $4,506,785 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $3,918,883 | - | - | - | 87.0% | |
| Fees: management | $423,469 | - | - | - | 9.4% | |
| Other (as described) | COST CONTAINMENT FEES | $54,579 | - | - | - | 1.2% |
| Fees: other services | $30,537 | - | - | - | 0.7% | |
| Fees: accounting | $24,070 | - | - | - | 0.5% | |
| Other (as described) | LIFE INSURANCE PREMIUMS | $21,322 | - | - | - | 0.5% |
| Fees: investment management | $19,950 | - | - | - | 0.4% | |
| Other (as described) | BANK CHARGES | $11,582 | - | - | - | 0.3% |
| Other (as described) | TAXES AND FEES | $1,840 | - | - | - | 0.0% |
| All other expenses | $466 | - | - | - | 0.0% | |
| Fees: legal | $87 | - | - | - | 0.0% | |
| Total | $4,506,785 | 100% |
2012 · Form 990 · $2,952,336 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $2,612,729 | - | - | - | 88.5% | |
| Fees: management | $262,931 | - | - | - | 8.9% | |
| Other (as described) | COST CONTAINMENT FEES | $24,608 | - | - | - | 0.8% |
| Other (as described) | LIFE INSURANCE PREMIUMS | $21,687 | - | - | - | 0.7% |
| Fees: investment management | $12,900 | - | - | - | 0.4% | |
| Other (as described) | BANK CHARGES | $8,732 | - | - | - | 0.3% |
| Fees: accounting | $4,460 | - | - | - | 0.2% | |
| Fees: other services | $3,375 | - | - | - | 0.1% | |
| Fees: legal | $652 | - | - | - | 0.0% | |
| Other (as described) | Printing and Publications | $262 | - | - | - | 0.0% |
| Total | $2,952,336 | 100% |