Form 990 for tax year 2023
Filed by TEAMSTERS LOCAL 237 TRAINING AND EDUCATIONAL FUND.
Totals
- Total revenue
- $791,918
- Total expenses
- $867,611
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $710,091
- Investment income
- $12,552
- Other revenue
- $69,275
- Total assets, end of year
- $746,888
- Total liabilities, end of year
- $1,046,094
- Net assets or fund balances, end of year
- -$299,206
- Program services expenses (Part IX)
- $317,646
- Management and general expenses
- $549,965
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $317,646
Program services were 36.6% 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 $370,876 · related or exempt $370,876
-
2b · Program service revenue: EMPLOYER CONTRIBUTION
total $339,215 · related or exempt $339,215
-
3 · Investment income
total $2,785 · excluded $2,785
-
7a · Gross sales of assets other than inventory
securities $965,848
-
7b · Less cost or other basis and sales expenses
securities $956,081
-
7c · Gain or loss
securities $9,767
-
7d · Net gain or loss
total $9,767 · excluded $9,767
-
11a · Other revenue: REIMBURSEMENT OF TRAIN
total $67,020 · related or exempt $67,020
-
11b · Other revenue: PAYROLL TAX REFUND
total $2,255 · excluded $2,255
-
11e · Other revenue, total
$69,275
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $205,004 · program services $81,256 · management and general $123,748
-
7 · Other salaries and wages
total $290,327 · program services $115,075 · management and general $175,252
-
8 · Pension plan contributions
total $44,094 · program services $16,507 · management and general $27,587
-
9 · Other employee benefits
total $58,315 · program services $23,871 · management and general $34,444
-
10 · Payroll taxes
total $38,547 · program services $15,279 · management and general $23,268
-
11b · Fees: legal
total $13,465 · management and general $13,465
-
11c · Fees: accounting
total $21,000 · management and general $21,000
-
11f · Fees: investment management
total $964 · management and general $964
-
11g · Fees: other
total $5,561 · program services $5,561
-
13 · Office expenses
total $65,163 · program services $51,194 · management and general $13,969
-
16 · Occupancy
total $43,375 · program services $5,345 · management and general $38,030
-
19 · Conferences, conventions and meetings
total $4,355 · program services $648 · management and general $3,707
-
22 · Depreciation, depletion and amortization
total $61,779 · program services $2,179 · management and general $59,600
-
23 · Insurance
total $15,662 · program services $731 · management and general $14,931
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $13,350
-
2 · Savings and temporary cash investments
beginning of year $178,859 · end of year $0
-
4 · Accounts receivable
beginning of year $240,183 · end of year $225,617
-
10a · Land, buildings and equipment: cost or other basis
$530,331
-
10b · Land, buildings and equipment: accumulated depreciation
$504,080
-
10c · Land, buildings and equipment, net
beginning of year $21,204 · end of year $26,251
-
11 · Investments: publicly traded securities
beginning of year $302,424 · end of year $467,658
-
14 · Intangible assets
end of year $14,012
-
17 · Accounts payable and accrued expenses
beginning of year $43,236 · end of year $36,782
-
25 · Other liabilities
beginning of year $1,062,786 · end of year $1,009,312
-
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 -$363,352 · end of year -$299,206
Mission and programs · 2023
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 $317,646 · Revenue $777,111
As filed on the 2023 return.
Listed in Part VII
-
Gregory FloydGREGORY FLOYD
TRUSTEE/CHAIRMAN
- Total calculated
- $236,288
- From this org
- $0
- From related orgs
- $218,135
- Other
- $18,153
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $218,135 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $18,153 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $236,288 related
-
Ruben TorresRUBEN TORRES
TRUSTEE
- Total calculated
- $191,139
- From this org
- $0
- From related orgs
- $178,804
- Other
- $12,335
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $178,804 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $12,335 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $191,139 related
-
Jeanette I TaverasJEANETTE I TAVERAS
TRUSTEE
- Total calculated
- $229,295
- From this org
- $0
- From related orgs
- $191,510
- Other
- $37,785
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $191,510 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $14,696 related
- Nontaxable benefits
- $0 + $23,089 related
- Filer's total
- $0 + $229,295 related
-
Donald ArnoldDONALD ARNOLD
TRUSTEE
- Total calculated
- $266,686
- From this org
- $0
- From related orgs
- $249,126
- Other
- $17,560
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $249,126 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $17,560 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $266,686 related
-
Robert KissaneROBERT KISSANE
CONTROLLER
- Total calculated
- $258,170
- From this org
- $0
- From related orgs
- $239,915
- Other
- $18,255
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $239,915 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $17,559 related
- Nontaxable benefits
- $0 + $696 related
- Filer's total
- $0 + $258,170 related
-
Shanell GraysonSHANELL GRAYSON
DIRECTOR
- Total calculated
- $205,004
- From this org
- $188,654
- From related orgs
- $0
- Other
- $16,350
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $188,654
- Bonus
- $0
- Other
- $0
- Deferred
- $4,457
- Nontaxable benefits
- $11,893
- Filer's total
- $205,004
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.
-
CITY EMPLOYEES UNION LOCAL 237 IBT
501(C)(5) · NY
-
TEAMSTERS LOCAL 237 WELFARE FUND
501(C)(9) · NY
-
TEAMSTERS LOCAL 237 RETIREES BENEFIT FUND
501(C)(9) · NY
-
TEAMSTERS LOCAL 237 ADDITIONAL SECURITY BENEFIT FUND
401(A) · NY
-
TEAMSTERS LOCAL 237 SUPPLEMENTAL FUND FOR HOUSING AUTHORITY EMPLOEE
401(A) · NY
-
LOCAL 237 TEAMSTERS TOWN OF ISLIP HEALTH AND WELFARE TRUST FUND
501(C)(9) · NY
-
LOCAL 237 TEAMSTERS TOWN OF BABYLON HEALTH AND WELFARE
501(C)(9) · NY
-
LOCAL 237 TEAMSTERS SUFFOLK REGIONAL OFFTRACK BETTING CORP H&W TRUST FUND
501(C)(9) · NY
-
LOCAL 237 TEAMSTERS BRENTWOOD SCHOOL DISTRICT H&W TRUST FUND
501(C)(9) · NY
-
LOCAL 237 TEAMSTERS NORTH BABYLON SCHOOL DISTRICT H&W TRUST FUND
501(C)(9) · NY
-
LOCAL 237 TEAMSTERS PLAINVIEW OLD BETHPAGE CTR SCHOOL DISTRICT TRUST
501(C)(9) · NY
-
TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST
401(A) · NY
-
TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN
401(A) · NY
-
TEAMSTERS LOCAL 237 ADMINISTRATIVE FUND
501(C)(5) · NY
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403209349304300
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