Nonprofit · EIN 68-6097704
TEAMSTERS RETIREE TRUST
Tax-exempt · STOCKTON, CA 95201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $54,606,150 | $54,149,012 | $457,138 | $22,879,229 | $4,329,269 | $18,549,960 |
| July 31, 2024 | 990 | $47,359,658 | $46,433,162 | $926,496 | $22,683,403 | $4,869,718 | $17,813,685 |
| July 31, 2023 | 990 | $41,079,065 | $38,944,984 | $2,134,081 | $21,394,246 | $5,268,527 | $16,125,719 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $53,722,091
- Investment income
- $884,059
- Net gain from sales of assets
- $200,805
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $51,438,990
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $33,218
- Accounting fees
- $44,849
Balance sheet and other
- Total assets, start of year
- $22,683,403
- Total assets, end of year
- $22,879,229
- Total liabilities, end of year
- $4,329,269
- Net assets, end of year
- $18,549,960
- Publicly traded securities
- $16,336,588
- Gross receipts
- $56,762,562
- Employees
- 4
- Volunteers
- 0
- Year formed
- 1993
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Deb Ostendorp | Co-Chair Trustee or director, Officer | 0.5 | $0 |
| Peter Nunez | Co-Chair Trustee or director, Officer | 0.5 | $0 |
| Walter Mendez | Trustee Trustee or director | 0.5 | $0 |
| Allen Cheek | trustee Trustee or director | 0.5 | $0 |
| Jeff Berdion | Trustee Trustee or director | 0.5 | $0 |
| Derek Hawley | Trustee Trustee or director | 0.5 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended July 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Deb Ostendorp | Co-Chair Trustee or director, Officer | 0.5 | $0 |
| Dave Hawley | Co-Chair Trustee or director, Officer | 0.5 | $0 |
| Walter Mendez | Trustee Trustee or director | 0.5 | $0 |
| Allen Cheek | trustee Trustee or director | 0.5 | $0 |
| Peter Nunez | trustee Trustee or director | 0.5 | $0 |
| Jeff Berdion | Trustee Trustee or director | 0.5 | $0 |
| Derek Hawley | Trustee - EFF. 02/2024 Trustee or director | 0.5 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended July 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jim Wells | CO-CHAIR Trustee or director, Officer | 0.5 | $0 |
| Dave Hawley | Co-chair Trustee or director, Officer | 0.5 | $0 |
| JEFF BERDION | trustee Trustee or director | 0.5 | $0 |
| Peter Nunez | TRUSTEE Trustee or director | 0.5 | $0 |
| ALLEN CHEEK | TRUSTEE Trustee or director | 0.5 | $0 |
| Mike Carnefix | TRUSTEE Trustee or director | 0.5 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2300, STOCKTON, CA 95201-2300
- In care of
- % DELTA FUND ADMINISTRATORS
- Principal officer (990 for 2024)
- DEB OSTENDORP, PO BOX 2300, STOCKTON, CA 95201
- Signed the 990
- DEB OSTENDORP, CO-CHAIR
- Phone
- (209) 948-8483
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 68-6097704 or by the name TEAMSTERS RETIREE TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS FOR RETIRED EMPLOYEES AND THEIR DEPENDENTS.
Program accomplishments
- PROVIDED HEALTH AND WELFARE BENEFITS FOR RETIRED EMPLOYEES AND THEIR DEPENDENTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 68-6097704
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1994
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $22,879,229
- Income (IRS master file)
- $56,762,562
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $54,606,150 | $54,149,012 | $22,879,229 | XML |
| 990 | July 2024 | $47,359,658 | $46,433,162 | $22,683,403 | IRS |
| 990 | July 2023 | $41,079,065 | $38,944,984 | $21,394,246 | XML |
| 990 | July 2022 | $35,907,870 | $34,266,270 | $18,179,816 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 68-6097704).
Questions about TEAMSTERS RETIREE TRUST
- What is the EIN of TEAMSTERS RETIREE TRUST?
- The employer identification number (EIN) of TEAMSTERS RETIREE TRUST is 68-6097704.
- Is TEAMSTERS RETIREE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1994.
- Are donations to TEAMSTERS RETIREE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TEAMSTERS RETIREE TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TEAMSTERS RETIREE TRUST due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TEAMSTERS RETIREE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of TEAMSTERS RETIREE TRUST?
- The 990 for the year ended July 31, 2025 names DEB OSTENDORP.
- Who are the officers and directors of TEAMSTERS RETIREE TRUST?
- The 990 for the year ended July 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does TEAMSTERS RETIREE TRUST have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $54,606,150, expenses of $54,149,012 and total assets of $22,879,229 at year end.
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