Skip to content
Nonprofiteer
← TEAMSTERS LOCAL 237 TRAINING AND EDUCATIONAL FUND

Form 990 for tax year 2024

Filed by TEAMSTERS LOCAL 237 TRAINING AND EDUCATIONAL FUND.

Totals

Total revenue
$722,863
Total expenses
$915,836
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$672,537
Investment income
$11,181
Other revenue
$39,145
Total assets, end of year
$706,684
Total liabilities, end of year
$759,162
Net assets or fund balances, end of year
-$52,478
Program services expenses (Part IX)
$354,825
Management and general expenses
$561,011
Fundraising expenses
$0
Program service expenses (Part III)
$354,825

Program services were 38.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: LOCAL 237 CONTRIBUTION

    total $336,932 · related or exempt $336,932

  • 2b · Program service revenue: EMPLOYER CONTRIBUTION

    total $335,605 · related or exempt $335,605

  • 3 · Investment income

    total $49 · excluded $49

  • 7a · Gross sales of assets other than inventory

    securities $828,408

  • 7b · Less cost or other basis and sales expenses

    securities $817,276

  • 7c · Gain or loss

    securities $11,132

  • 7d · Net gain or loss

    total $11,132 · excluded $11,132

  • 11a · Other revenue: REIMBURSEMENT OF TRAIN

    total $38,992 · related or exempt $38,992

  • 11b · Other revenue: PAYROLL TAX REFUND

    total $153 · excluded $153

  • 11e · Other revenue, total

    $39,145

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $205,790 · program services $85,635 · management and general $120,155

  • 7 · Other salaries and wages

    total $339,025 · program services $141,078 · management and general $197,947

  • 8 · Pension plan contributions

    total $74,119 · program services $26,776 · management and general $47,343

  • 9 · Other employee benefits

    total $63,468 · program services $25,830 · management and general $37,638

  • 10 · Payroll taxes

    total $41,830 · program services $17,407 · management and general $24,423

  • 11b · Fees: legal

    total $16,066 · management and general $16,066

  • 11c · Fees: accounting

    total $31,000 · management and general $31,000

  • 11f · Fees: investment management

    total $724 · management and general $724

  • 11g · Fees: other

    total $2,884 · program services $2,884

  • 13 · Office expenses

    total $61,298 · program services $48,704 · management and general $12,594

  • 16 · Occupancy

    total $21,649 · program services $2,803 · management and general $18,846

  • 19 · Conferences, conventions and meetings

    total $4,565 · program services $837 · management and general $3,728

  • 22 · Depreciation, depletion and amortization

    total $41,031 · program services $2,011 · management and general $39,020

  • 23 · Insurance

    total $12,387 · program services $860 · management and general $11,527

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,350 · end of year $8,786

  • 4 · Accounts receivable

    beginning of year $225,617 · end of year $212,586

  • 10a · Land, buildings and equipment: cost or other basis

    $530,331

  • 10b · Land, buildings and equipment: accumulated depreciation

    $515,049

  • 10c · Land, buildings and equipment, net

    beginning of year $26,251 · end of year $15,282

  • 11 · Investments: publicly traded securities

    beginning of year $467,658 · end of year $339,346

  • 14 · Intangible assets

    beginning of year $14,012 · end of year $130,684

  • 17 · Accounts payable and accrued expenses

    beginning of year $36,782 · end of year $43,517

  • 25 · Other liabilities

    beginning of year $1,009,312 · end of year $715,645

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year -$299,206 · end of year -$52,478

Mission and programs · 2024

Mission

TO PROVIDE TRAINING AND EDUCATIONAL BENEFITS TO PARTICIPANTS FOR THE PURPOSE OF INCREASING JOB EFFICENCY OF PARTICIPANTS FOR JOB ADVANCEMENT.

Activities or mission (Part I)

TO PROVIDE TRAINING AND EDUCATIONAL BENEFITS TO PARTICIPANTS.

  • TO PROVIDE TRAINING AND EDUCATIONAL BENEFITS TO PARTICIPANTS FOR THE PURPOSE OF INCREASING JOB EFFICENCY OF PARTICIPANTS FOR JOB ADVANCEMENT.

    Expenses $354,825 · Revenue $711,529

As filed on the 2024 return.

Listed in Part VII

  • Gregory Floyd

    TRUSTEE/CHAIRMAN

    Total calculated
    $198,378
    From this org
    $0
    From related orgs
    $180,319
    Other
    $18,059
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $180,319 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $18,059 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $198,378 related

  • Ruben Torres

    TRUSTEE

    Total calculated
    $194,036
    From this org
    $0
    From related orgs
    $181,594
    Other
    $12,442
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,594 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $12,442 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $194,036 related

  • Jeanette I Taveras

    TRUSTEE

    Total calculated
    $232,799
    From this org
    $0
    From related orgs
    $193,716
    Other
    $39,083
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $193,716 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $14,762 related
    Nontaxable benefits
    $0 + $24,321 related
    Filer's total
    $0 + $232,799 related

  • Donald Arnold

    TRUSTEE

    Total calculated
    $272,065
    From this org
    $0
    From related orgs
    $254,601
    Other
    $17,464
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $254,601 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $17,464 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $272,065 related

  • Robert Kissane

    CONTROLLER

    Total calculated
    $256,976
    From this org
    $0
    From related orgs
    $238,825
    Other
    $18,151
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $238,825 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $17,467 related
    Nontaxable benefits
    $0 + $684 related
    Filer's total
    $0 + $256,976 related

  • Shanell Grayson

    DIRECTOR

    Total calculated
    $207,096
    From this org
    $189,960
    From related orgs
    $0
    Other
    $17,136
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $189,960
    Bonus
    $0
    Other
    $0
    Deferred
    $4,633
    Nontaxable benefits
    $12,503
    Filer's total
    $207,096

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202543219349306349

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.