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Nonprofiteer
← INTERNATIONAL BROTHERHOOD OF TEAMSTERS SUPPLEMENTAL BENEFITS TR

Form 990 for tax year 2024

Filed by INTERNATIONAL BROTHERHOOD OF TEAMSTERS SUPPLEMENTAL BENEFITS TR.

Totals

Total revenue
$3,516,483
Total expenses
$1,649,749
Contributions and grants received
$0
Grants paid
$1,330,829
Program service revenue
$3,746,497
Investment income
-$230,014
Other revenue
$0
Total assets, end of year
$29,865,185
Total liabilities, end of year
$263,961
Net assets or fund balances, end of year
$29,601,224
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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: ROYALTY REVENUE

    total $3,746,497 · related or exempt $3,746,497

  • 3 · Investment income

    total $953,483 · excluded $953,483

  • 7a · Gross sales of assets other than inventory

    securities $13,120,000

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

    securities $14,303,497

  • 7c · Gain or loss

    securities -$1,183,497

  • 7d · Net gain or loss

    total -$1,183,497 · excluded -$1,183,497

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,330,829

  • 4 · Benefits paid to or for members

    total $2,370

  • 11b · Fees: legal

    total $17,034

  • 11c · Fees: accounting

    total $25,985

  • 11f · Fees: investment management

    total $23,522

  • 11g · Fees: other

    total $55,869

  • 13 · Office expenses

    total $184,769

  • 23 · Insurance

    total $9,371

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $891,605 · end of year $1,769,370

  • 4 · Accounts receivable

    beginning of year $851,190 · end of year $906,751

  • 7 · Other notes and loans receivable

    beginning of year $250,000 · end of year $250,000

  • 11 · Investments: publicly traded securities

    beginning of year $23,054,349 · end of year $26,939,064

  • 17 · Accounts payable and accrued expenses

    beginning of year $24,881 · end of year $75,961

  • 25 · Other liabilities

    beginning of year $127,225 · end of year $188,000

  • 27 · Net assets without donor restrictions

    beginning of year $24,895,038 · end of year $29,601,224

Mission and programs · 2024

Mission

COORDINATION AND FUNDING OF INSURANCE AND OTHER PROGRAMS OFFERED TO MEMBERS OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS.

Activities or mission (Part I)

COORDINATION AND FUNDING OF INSURANCE AND OTHER PROGRAMS OFFERED TO MEMBERS OF IBT.

  • ORGANIZATION SERVES AS A VEHICLE FOR THE COORDINATION OF SEVERAL CREDIT CARD, INSURANCE AND OTHER PROGRAMS OFFERED TO MEMBERS OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS AND THEIR FAMILIES BY THIRD-PARTY VENDORS.

As filed on the 2024 return.

Listed in Part VII

  • WILLIAM HAMILTON

    TRUSTEE

    Total calculated
    $217,067
    From this org
    $0
    From related orgs
    $174,232
    Other
    $42,835
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $157,391 related
    Bonus
    $0
    Other
    $0 + $16,841 related
    Deferred
    $0 + $22,255 related
    Nontaxable benefits
    $0 + $20,580 related
    Filer's total
    $0 + $217,067 related

  • SEAN O'BRIEN

    TRUSTEE

    Total calculated
    $471,455
    From this org
    $0
    From related orgs
    $388,978
    Other
    $82,477
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $258,983 related
    Bonus
    $0
    Other
    $0 + $129,995 related
    Deferred
    $0 + $36,620 related
    Nontaxable benefits
    $0 + $45,857 related
    Filer's total
    $0 + $471,455 related

  • FRED E ZUCKERMAN

    TRUSTEE

    Total calculated
    $403,428
    From this org
    $0
    From related orgs
    $348,605
    Other
    $54,823
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,207 related
    Bonus
    $0
    Other
    $0 + $118,398 related
    Deferred
    $0 + $32,551 related
    Nontaxable benefits
    $0 + $22,272 related
    Filer's total
    $0 + $403,428 related

  • CHARLES A JONES

    TRUSTEE

    Total calculated
    $160,614
    From this org
    $0
    From related orgs
    $124,238
    Other
    $36,376
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $111,712 related
    Bonus
    $0
    Other
    $0 + $12,526 related
    Deferred
    $0 + $15,796 related
    Nontaxable benefits
    $0 + $20,580 related
    Filer's total
    $0 + $160,614 related

  • LINDSAY DOUGHERTY

    TRUSTEE

    Total calculated
    $29,623
    From this org
    $0
    From related orgs
    $8,009
    Other
    $21,614
    Hours/week
    2 + 40 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

  • 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

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

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.

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.

Provenance

Return type
form_990
Tax year
2024
Filed
6 August 2025
IRS schema version
2024v5.2
Source object
202532189349301763

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