Utah-Idaho Teamsters Retirees' Trust is located in Phoenix, AZ. Utah-Idaho Teamsters Retirees' Trust is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.
For the year ending 04/2022, Utah-Idaho Teamsters Retirees' Trust generated $16.2m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 14.3% each year . All expenses for the organization totaled $4.7m during the year ending 04/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
SEE SCHEDULE O
Describe the Organization's Program Activity:
Part 3 - Line 4a
SEE SCHEDULE O
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Spencer Hogue Union Trustee | Trustee | 1 | $0 |
Britt Miller Union Trustee | Trustee | 1 | $0 |
Dave Anderson Employer Trustee | Trustee | 1 | $0 |
Tim Dietz Employer Trustee | Trustee | 1 | $0 |
Jessica Prather Union Trustee | Trustee | 1 | $0 |
Jim Stone Union Trustee | Trustee | 1 | $0 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Southwest Service Administrators I Contract Admin. | 4/29/22 | $173,983 |
Morgan Stanley Investment Services | 4/29/22 | $121,840 |
Cigna Admin Support Svcs | 4/29/22 | $178,931 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $0 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
Total Program Service Revenue | $15,270,321 |
Investment income | $760,578 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $161,269 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $16,192,168 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $4,081,085 |
Compensation of current officers, directors, key employees. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $0 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $0 |
Fees for services: Management | $176,504 |
Fees for services: Legal | $8,666 |
Fees for services: Accounting | $33,500 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $126,859 |
Fees for services: Other | $241,969 |
Advertising and promotion | $0 |
Office expenses | $19,154 |
Information technology | $0 |
Royalties | $0 |
Occupancy | $0 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $2,444 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $0 |
Insurance | $16,593 |
All other expenses | $0 |
Total functional expenses | $4,724,337 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $1,437,069 |
Savings and temporary cash investments | $142,824 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $1,671,270 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $0 |
Net Land, buildings, and equipment | $0 |
Investments—publicly traded securities | $59,971,204 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $63,222,367 |
Accounts payable and accrued expenses | $5,776 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $5,776 |
Net assets without donor restrictions | $0 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $63,216,591 |
Total liabilities and net assets/fund balances | $63,222,367 |
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Leavenworth-Jefferson Electric Cooperative Inc Topeka, KS | $0 | $20,178,550 |
Southern Calif Glaziers H&w Tr Fund Covina, CA | $29,114,155 | $20,946,347 |
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Nebraska Student Loan Program Inc Lincoln, NE | $230,624,169 | $45,453,979 |
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