Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 86-6052021

TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND

Tax-exempt · PHOENIX, AZ 85027

Financials

$1.3B$874.7M2022$1.4B$998.1M2023$1.5B$1.1B2024
Revenue Expenses · by fiscal year end
Financials of TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990$1,477,288,249$1,100,723,819$376,564,430$4,911,184,779$110,453,071$4,800,731,708
November 30, 2024990$1,369,896,765$998,085,140$371,811,625$4,267,436,147$102,549,516$4,164,886,631
November 30, 2023990$1,286,313,579$874,658,030$411,655,549$3,463,735,405$102,060,043$3,361,675,362
Financial details: 990 for the year ended November 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,181,906,364
Investment income
$208,345,170
Net gain from sales of assets
$143,066,028
Other revenue
$87,036,715

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,045,132,996
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$468,181
Accounting fees
$221,406
Program services (functional)
$1,045,132,996
Management and general (functional)
$55,590,823

Balance sheet and other

Total assets, start of year
$4,267,436,147
Total assets, end of year
$4,911,184,779
Total liabilities, end of year
$110,453,071
Net assets, end of year
$4,800,731,708
Publicly traded securities
$4,720,947,752
Gross receipts
$2,062,267,786
Employees
0
Volunteers
0
Year formed
1950
State of legal domicile
AZ

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
DOUGLAS RUYGROKTRUSTEE
Trustee or director
3$55,000
ANDREW MARSHALLTRUSTEE
Trustee or director
3$55,000
CHRIS LANGANTRUSTEE
Trustee or director
3$55,000
ALFRED BETTSTRUSTEE
Trustee or director
3$55,000
BRIAN PERSONTRUSTEE
Trustee or director
3$55,000
KARLA SCHUMANNTRUSTEE
Trustee or director
3$0
VICTOR MINEROSTRUSTEE
Trustee or director
3$0
MARK DAVISONTRUSTEE
Trustee or director
3$0
CHRIS ELTZHOLTZTRUSTEE
Trustee or director
3$0
BRENT BOHNTRUSTEE
Trustee or director
3$0
MELINDA FRANCISTRUSTEE
Trustee or director
3$0
MIKE OCONNORTRUSTEE
Trustee or director
3$0
990 for the year ended November 30, 2024: 12 people
NameTitleHours / weekCompensation
CHRIS LANGANTRUSTEE
Trustee or director
3$55,417
DOUGLAS RUYGROKTRUSTEE
Trustee or director
3$55,000
ANDREW MARSHALLTRUSTEE
Trustee or director
3$55,000
ALFRED BETTSTRUSTEE
Trustee or director
3$50,417
BRIAN PERSONTRUSTEE
Trustee or director
3$50,417
KARLA SCHUMANNTRUSTEE
Trustee or director
3$0
VICTOR MINEROSTRUSTEE
Trustee or director
3$0
MARK DAVISONTRUSTEE
Trustee or director
3$0
CHRIS ELTZHOLTZTRUSTEE
Trustee or director
3$0
BRENT BOHNTRUSTEE
Trustee or director
3$0
MELINDA FRANCISTRUSTEE
Trustee or director
3$0
MIKE OCONNORTRUSTEE
Trustee or director
3$0
990 for the year ended November 30, 2023: 10 people
NameTitleHours / weekCompensation
DOUGLAS RUYGROKTRUSTEE
Trustee or director
3$60,833
ANDREW MARSHALLTRUSTEE
Trustee or director
3$37,887
KARLA SCHUMANNTRUSTEE
Trustee or director
3$0
VICTOR MINEROSTRUSTEE
Trustee or director
3$0
CHRIS LANGANTRUSTEE
Trustee or director
3$0
ALFRED BETTSTRUSTEE
Trustee or director
3$0
MARK DAVISONTRUSTEE
Trustee or director
3$0
BRIAN PERSONTRUSTEE
Trustee or director
3$0
CHRIS ELTZHOLTZTRUSTEE
Trustee or director
3$0
BRENT BOHNTRUSTEE
Trustee or director
3$0

Address and contacts

Address (IRS master file)
2550 W UNION HILLS DRIVE SUITE 29, PHOENIX, AZ 85027-5163
Principal officer (990 for 2024)
ANDREW MARSHALL, 2550 W UNION HILLS DRIVE SUITE 290, PHOENIX, AZ 85027
Signed the 990
ANDREW MARSHALL, TRUSTEE
Phone
(602) 249-3582
Return prepared by
Henningfield & Associates Inc

Mission

HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS.

990 for the year ended November 30, 2025

Program accomplishments

  • HEALTH & WELFARE BENEFITS PROVIDED TO MEMBERS WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS BETWEEN UNION AND EMPLOYERS.
    Expenses $1,045,132,996

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 November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990 on file
2023November 30, 2024April 15, 2025990 on file
2022November 30, 2023April 15, 2024990 on file

IRS record

EIN
86-6052021
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1954
Accounting year ends
November
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,911,184,779
Income (IRS master file)
$2,062,267,786

Filing history

FormYear endedRevenueExpensesAssetsReturn
990November 2025$1,477,288,249$1,100,723,819$4,911,184,779XML
990November 2024$1,369,896,765$998,085,140$4,267,436,147XML
990November 2023$1,286,313,579$874,658,030$3,463,735,405XML
990November 2022$1,224,704,638$797,531,600$2,901,404,610IRS
990November 2021–––IRS
990November 2020–––IRS
990November 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 86-6052021).

Questions about TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND

What is the EIN of TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND?
The employer identification number (EIN) of TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND is 86-6052021.
Is TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1954.
Are donations to TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND 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 WESTERN REGION AND NEW JERSEY HEALTH CARE FUND due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended November 2025.
Who is the principal officer of TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND?
The 990 for the year ended November 30, 2025 names ANDREW MARSHALL.
Who are the officers and directors of TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND?
The 990 for the year ended November 30, 2025 lists 12 people; 5 received compensation from the organization, the highest $55,000 (DOUGLAS RUYGROK, TRUSTEE).
How much revenue does TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND have?
On its 990 for the year ended November 30, 2025 it reported revenue of $1,477,288,249, expenses of $1,100,723,819 and total assets of $4,911,184,779 at year end.

Other nonprofits in PHOENIX

All nonprofits in PHOENIX · Arizona