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Teamsters Retiree Association

Not tax-deductible

Denver, COMutual-benefit / member-servingEIN 84-0936314Revenue $217K in FY2024

On file with the IRS10 Lakeside Ln Ste 2b, 80212-7430 · Denver, COTax-exempt since Jan 1986

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Teamsters Retiree Association was established to create unity among all Teamsters Retirees. The Association is dedicated to meeting the needs of retired Teamsters and negotiate cost efficient health programs for Teamsters Retirees.

Mission: Form 990 Part I, line 1

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $6K a year · 2% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Cash reserves
6 mo
of spending, in cash
Looks good: 6.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 6 voting members
Concern: none of 6 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$217K
-11% vs prior year
Spent
$223K
Net assets
$114K
By yearFY2020–FY2024
Revenue
$217K
FY2024▼ -11%
Tap a bar for its year
Revenue by fiscal year
FY2020$501K
FY2021$363K
FY2022$269K
FY2023$243K
FY2024$217K
Expenses
$223K
FY2024▼ -14%
Tap a bar for its year
Expenses by fiscal year
FY2020$480K
FY2021$384K
FY2022$277K
FY2023$258K
FY2024$223K
Net assets
$114K
FY2024▼ -5%
Tap a bar for its year
Net assets by fiscal year
FY2020$165K
FY2021$144K
FY2022$136K
FY2023$121K
FY2024$114K

From the FY2024 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1986.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation
James Adams
Vice President
$0Pt VII · Sec A
Alan Estep
Sec. Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Tim Ahern
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Fred Kroll
Trustee
$0Pt VII · Sec A
See Teamsters Retiree Association executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Unites and advocates for retired Teamsters, negotiating cost-efficient health programs.

Questions for Teamsters Retiree Association

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Your first name shows with your question. Teamsters Retiree Association answers here, for everyone.

Provided by the organization

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1 program · in their own filed words · FY2024
01

Collecting and paying health insurance premiums on the behalf of members.

Pt IX · col B

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$217K
Ln 12
Fees for servicesLn 2g$215K
Investment incomeLn 3$2K
Other incomeLn 4–11$601
Money outPt IX
$223K
Ln 25
Owns and owesPt X
$114K
net assets · Ln 32
Cash and savingsLn 1–2$114K
Total assetsLn 16$114K
LiabilitiesLn 26$0
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$215K
Investment incomeLn 3$2K
Other incomeLn 4–11$601
Total revenueLn 12$217K
Assets in detailPt X, end of year
CashLn 1$59K
SavingsLn 2$55K
Cash and savings togetherLn 1–2$114K
Total assetsLn 16$114K
LiabilitiesLn 26$0
Net assetsLn 32$114K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$121K$114K
Total assetsLn 16$121K$114K
LiabilitiesLn 26$177$0
Net assetsLn 32$121K$114K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$203K
Accounting feesLn 11c$744
Other fees for servicesLn 11g$10K
Office expensesLn 13$2K
Conferences, conventions and meetingsLn 19$2K
Other expenses (24a–d)Ln 24$1K
All other expensesLn 24e$3K
Total functional expensesLn 25$223K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $217K$223K−$6K$114K 990 PDF
FY2023 $243K$258K−$15K$121K 990 PDF
FY2022 $269K$277K−$8K$136K 990 PDF
FY2021 $363K$384K−$21K$144K 990 PDF
FY2020 $501K$480K$21K$165K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $216,802 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $240,624$214,649
I-10 Investment incomePrior year $967$1,552
I-11 Other revenuePrior year $1,575$601
I-12 Total revenuePrior year $243,166$216,802
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $227,892$202,830
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $30,224$20,233
I-18 Total expensesPrior year $258,116$223,063
I-19 Revenue less expensesPrior year −$14,950−$6,261
Part VI · Governance 0 of 6 board members independent, 4 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $216,802 across 3 lines filed
Lines not itemized here account for $601 of total revenue; see the IRS return.
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $214,649$214,649
VIII-3 Investment incomeExcluded from tax $1,552$1,552
VIII-12 Total revenueRelated to mission $215,250 · Unrelated business $0 · Excluded from tax $1,552$216,802
Part IX · Statement of functional expenses $223,063 across 7 lines filed
IX-4 Benefits paid to or for members$202,830
IX-11c Accounting fees$744
IX-11g Other fees for services$10,500
IX-13 Office expenses$1,728
IX-19 Conferences, conventions and meetings$2,497
IX-24 Other expenses (24a–d)$1,381
IX-24e All other expenses$3,383
IX-25 Total functional expenses$223,063
Part X · Balance sheet $114,369 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $67,005$58,989
X-2 Savings and temporary cash investmentsStart of year $53,802$55,380
X-16 Total assetsStart of year $120,807$114,369
X-19 Deferred revenueStart of year $177$0
X-26 Total liabilitiesStart of year $177$0
X-32 Total net assets or fund balancesStart of year $120,630$114,369
X-33 Total liabilities and net assetsStart of year $120,807$114,369
Part XI · Reconciliation of net assets $114,369 net assets at year end
XI-1 Total revenue$216,802
XI-2 Total expenses$223,063
XI-3 Revenue less expenses−$6,261
XI-4 Net assets at start of year$120,630
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$114,369

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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