Form 990 for tax year 2024
Filed by TEAMSTERS LOCAL 830 WELFARE FUND.
Totals
- Total revenue
- $37,953,959
- Total expenses
- $40,644,913
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $36,910,495
- Investment income
- $1,043,464
- Other revenue
- $0
- Total assets, end of year
- $44,723,175
- Total liabilities, end of year
- $295,699
- Net assets or fund balances, end of year
- $44,427,476
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Listed in Part VII
-
DANIEL GRACE
UNION TRUSTEE
- Total calculated
- $225,155
- From this org
- $0
- From related orgs
- $152,000
- Other
- $73,155
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $152,000 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $39,263 related
- Nontaxable benefits
- $0 + $33,892 related
- Filer's total
- $0 + $225,155 related
-
CHARLES T WHITE
UNION TRUSTEE
- Total calculated
- $205,640
- From this org
- $0
- From related orgs
- $138,500
- Other
- $67,140
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $138,500 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $34,328 related
- Nontaxable benefits
- $0 + $32,812 related
- Filer's total
- $0 + $205,640 related
-
JOHN O'ROURKE
EMPLOYER TRUSTEE
- Total calculated
- $198,718
- From this org
- $0
- From related orgs
- $132,560
- Other
- $66,158
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $132,560 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $33,821 related
- Nontaxable benefits
- $0 + $32,337 related
- Filer's total
- $0 + $198,718 related
-
MATTHEW FUNCHION
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
NICHOLAS FUNCHION
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
DOMINIC ORIGLIO
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 5
-
SAMUEL J KENISH
ADMINISTRATOR
- Total calculated
- $302,437
- From this org
- $129,271
- From related orgs
- $140,043
- Other
- $33,123
- Hours/week
- 18 + 22 related
Schedule J breakdown matched by us
- Base
- $129,271 + $140,043 related
- Bonus
- $0
- Other
- $0
- Deferred
- $3,615 + $3,916 related
- Nontaxable benefits
- $12,284 + $13,308 related
- Filer's total
- $145,170 + $157,267 related
-
JENNIFER SCHMELTZER
FUND EMPLOYEE
- Total calculated
- $138,198
- From this org
- $50,436
- From related orgs
- $54,639
- Other
- $33,123
- Hours/week
- 18 + 22 related
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
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
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.
-
TEAMSTERS LOCAL 830 PENSION PLAN
401(A) · PENSION FUND · PA
-
INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL 830
501(C)(5) · LABOR UNION · PA
-
TEAMSTERS LOCAL 830 RETIREMENT SAVINGS PLAN
401(A) · PENSION FUND · PA
-
TEAMSTERS LOCAL 830 SCHOLARSHIP FUND
501(C)(3) · SCHOLARSHIP FUND · PA
-
THOMAS JEFFERSON UNIVERSITY HOSPITAL
501(C)(3) · HOSPITAL · PA
-
501(C)(5) · LABOR UNION · PA
-
NEWSGUILD OF GREATER PHILADELPHIA
501(C)(5) · LABOR UNION · PA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
AMERICAN BD COMPANY
-
ANTONIO ORIGLIO 31ST & WHARTON
-
ARAMARK
-
ATLANTIC LEASING (NU)
-
BANKO BEVERAGE
-
BUNZL PHILADELPHIA
-
CHAMPION CONTAINER LOCAL 107
-
CLEAN EARTH - LOCAL 107
-
COLLEGEVILLE TRAPPE PUBLIC WORKS
-
DRY ICE CORP LOCAL 107
-
HANK'S BEVERAGE COMPANY (NU)
-
JERITH MANUFACTURING
-
KONRAD BEER DIST INC
-
MC CLAFFERTY PRINTING COMPANY
-
MEENAN OIL COMPANY LP
-
MEENAN OIL COMPANY LPLOCAL 107
-
MULLER INC
-
ORIGLIO BEVERAGE INC
-
PENN BEER DISTRIBUTORS INC
-
PENN WAREHOUSELOCAL 107
-
PEPSI BEVERAGES COMPANY
-
PEPSI BEVERAGES COMPANY WILMINGTON
-
PEPSI BEVERAGES COMPANY MAYS LANDING
-
PEPSI BEVERAGES COMPANY SEIU 32BJ
-
PHILADELPHIA MEDIA NETWORK
-
PMNOPT OUTS
-
POST PRECISION CASTINGS INC
-
REFRESCO BEVERAGES US INC
-
ROUTE MESSENGERS OF PA
-
SYSTEM FREIGHT
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 28 May 2026
- IRS schema version
- 2024v5.5
- Source object
- 202601489349301250
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