Nonprofit · EIN 95-6060502
TEAMSTERS MISCELLANEOUS SECURITY FUND
Tax-exempt · PASADENA, CA 91101
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $301,505,342 | $269,737,735 | $31,767,607 | $329,693,460 | $22,427,734 | $307,265,726 |
| May 31, 2024 | 990 | $272,643,040 | $242,557,846 | $30,085,194 | $296,168,312 | $20,670,193 | $275,498,119 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $284,691,977
- Investment income
- $5,806,352
- Other revenue
- $11,007,013
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $259,910,779
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $95,286
- Accounting fees
- $62,465
Balance sheet and other
- Total assets, start of year
- $296,168,312
- Total assets, end of year
- $329,693,460
- Total liabilities, end of year
- $22,427,734
- Net assets, end of year
- $307,265,726
- Publicly traded securities
- $265,620,093
- Gross receipts
- $301,505,342
- Employees
- 0
- 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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LILY GUERRERO | Trustee Trustee or director | 0 | $0 |
| TOM LAUER | Trustee Trustee or director | 0 | $0 |
| MIKE PHARRIS | Trustee Trustee or director | 0 | $0 |
| JOHN A ONTIVEROS | Trustee Trustee or director | 0 | $0 |
| NICK SILK | Trustee Trustee or director | 0 | $0 |
| FELIX SERNA | Secretary Trustee or director | 0 | $0 |
| MARJORIE EWING | Trustee Trustee or director | 0 | $0 |
| RON SEAMANS SR | Trustee Trustee or director | 0 | $0 |
| RAY WHITMER | Chairman Trustee or director | 0 | $0 |
| CHRIS SHERIDAN | TRUSTEE | 0 | $0 |
| MICHELLE WARREN | TRUSTEE | 0 | $0 |
| MIKE BERGEN | CHAIRMAN | 0 | $0 |
| MIKE HARUKI | TRUSTEE | 0 | $0 |
| CHRISTOPHER GRISWOLD | – | 0 | $0 |
| SEAN HARREN | – | 0 | $0 |
990 for the year ended May 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LILY GUERRERO | Trustee Trustee or director | 0 | $0 |
| CHRISTOPHER GRISWOLD | Trustee Trustee or director | 0 | $0 |
| TOM LAUER | Trustee Trustee or director | 0 | $0 |
| MIKE PHARRIS | Trustee Trustee or director | 0 | $0 |
| JOHN A ONTIVEROS | Trustee Trustee or director | 0 | $0 |
| SEAN HARREN | Chairman Trustee or director | 0 | $0 |
| NICK SILK | Trustee Trustee or director | 0 | $0 |
| FELIX SERNA | Secretary Trustee or director | 0 | $0 |
| MARJORIE EWING | Trustee Trustee or director | 0 | $0 |
| RON SEAMANS SR | Trustee Trustee or director | 0 | $0 |
| RAY WHITMER | Trustee Trustee or director | 0 | $0 |
| CHRIS SHERIDAN | TRUSTEE | 0 | $0 |
| MICHELLE WARREN | TRUSTEE | 0 | $0 |
| MIKE BERGEN | CHAIRMAN | 0 | $0 |
| MIKE HARUKI | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 225 S LAKE AVE STE 1200, PASADENA, CA 91101-3000
- In care of
- % NORTHWEST ADMINISTRATORS IN
- Principal officer (990 for 2024)
- RAY WHITMER, 225 SOUTH LAKE AVENUE 1200, PASADENA, CA 91101
- Signed the 990
- RAY WHITMER, Chairman
- Phone
- (626) 463-6012
- Return prepared by
- DAVID BRODY & COMPANY
Mission
TO PROVIDE TO ELIGIBLE PARTICIPANTS AND ELIGIBLE DEPENDENTS, MEDICAL, DEATH, MENTAL HEALTH AND WELFARE BENEFITS IN ACCORDANCE WITH COLLECTIVE BARGAINING AGREEMENTS.
Program accomplishments
- TO PROVIDE ELIGIBLE PARTICIPANTS AND ELIGIBLE DEPENDENTS MEDICAL, DEATH, MENTAL HEALTH AND WELFARE BENEFITS IN ACCORDANCE WITH COLLECTIVE BARGAINING AGREEMENTS.
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 95-6060502
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1984
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $329,693,460
- Income (IRS master file)
- $301,505,342
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | – | – | – | IRS |
| 990 | May 2024 | – | – | – | IRS |
| 990 | May 2023 | $247,134,730 | $229,743,566 | $266,184,059 | IRS |
| 990 | May 2022 | $225,099,881 | $212,628,228 | $246,728,651 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about TEAMSTERS MISCELLANEOUS SECURITY FUND
- What is the EIN of TEAMSTERS MISCELLANEOUS SECURITY FUND?
- The employer identification number (EIN) of TEAMSTERS MISCELLANEOUS SECURITY FUND is 95-6060502.
- Is TEAMSTERS MISCELLANEOUS SECURITY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1984.
- Are donations to TEAMSTERS MISCELLANEOUS SECURITY FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TEAMSTERS MISCELLANEOUS SECURITY 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 MISCELLANEOUS SECURITY FUND due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TEAMSTERS MISCELLANEOUS SECURITY FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of TEAMSTERS MISCELLANEOUS SECURITY FUND?
- The 990 for the year ended May 31, 2025 names RAY WHITMER.
- Who are the officers and directors of TEAMSTERS MISCELLANEOUS SECURITY FUND?
- The 990 for the year ended May 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does TEAMSTERS MISCELLANEOUS SECURITY FUND have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $301,505,342, expenses of $269,737,735 and total assets of $329,693,460 at year end.
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