Utah Idaho Teamsters Retirees' Trust
Organization summary
Organization summary might be incomplete or out of date
This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.
Type of Nonprofit
Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.
Summary charts: organization finances over time
Revenue $15.9M (2023)
Expenses $5.67M (2023)
Total Assets $74.1M (2023)
Total Liabilities $6.99k (2023)
Tax Filings by Year
Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.
Fiscal Year Ending April
2023
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $15,869,024 |
99.5%
|
| Investment Income | $1,110,935 |
7.0%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | -$1,038,815 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $74,085,153 | |
| Total Liabilities | $6,987 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Dave Anderson (Employer Trustee) | $0 | $0 | $0 |
| Tom Cannon (Employer Trustee) | $0 | $0 | $0 |
| Tim Dietz (Employer Trustee) | $0 | $0 | $0 |
Document Links
990
Filed on March 11, 2024Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending April
2022
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $15,270,321 |
94.3%
|
| Investment Income | $760,578 |
4.7%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $161,269 |
1.0%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $63,222,367 | |
| Total Liabilities | $5,776 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Dave Anderson (Employer Trustee) | $0 | $0 | $0 |
| Spencer Hogue (Union Trustee) | $0 | $0 | $0 |
| Britt Miller (Union Trustee) | $0 | $0 | $0 |
Document Links
990
Filed on Feb. 28, 2023Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending April
2021
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $13,083,737 |
94.6%
|
| Investment Income | $663,924 |
4.8%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $89,976 |
0.7%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $56,332,631 | |
| Total Liabilities | $601,870 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Dave Anderson (Employer Trustee) | $0 | $0 | $0 |
| Bryan Flake (Employer Trustee) | $0 | $0 | $0 |
| Matthew Oglesby (Employer Trustee) | $0 | $0 | $0 |
Document Links
990
Filed on March 7, 2022Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending April
2020
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $10,260,149 |
91.6%
|
| Investment Income | $829,560 |
7.4%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $117,262 |
1.0%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $47,054,117 | |
| Total Liabilities | $4,351 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Dave Anderson (Employer Trustee) | $0 | $0 | $0 |
| Bryan Flake (Employer Trustee) | $0 | $0 | $0 |
| Matthew Oglesby (Employer Trustee) | $0 | $0 | $0 |
Document Links
990
Filed on March 11, 2021Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending April
2019
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $8,193,390 |
92.0%
|
| Investment Income | $773,923 |
8.7%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | -$62,098 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $40,024,354 | |
| Total Liabilities | $26,982 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Bryan Flake (Employer Trustee) | $0 | $0 | $0 |
| Dave Anderson (Employer Trustee) | $0 | $0 | $0 |
| Mark Schaefer (Employer Trustee) | $0 | $0 | $0 |
Document Links
990
Filed on March 11, 2020Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending April
2018
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $6,539,925 |
92.6%
|
| Investment Income | $908,837 |
12.9%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | -$383,548 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $36,049,389 | |
| Total Liabilities | $556,090 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Bryan Flake (Employer Trustee) | $0 | $0 | $0 |
| Dave Anderson (Employer Trustee) | $0 | $0 | $0 |
| Mark Schaefer (Employer Trustee) | $0 | $0 | $0 |
Document Links
990
Filed on March 13, 2019Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending April
2017
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $5,729,626 |
85.6%
|
| Investment Income | $843,570 |
12.6%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $118,150 |
1.8%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $34,162,969 | |
| Total Liabilities | $33,708 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Dave Anderson (Employer Trustee) | $0 | $0 | $0 |
| Bryan Flake (Employer Trustee) | $0 | $0 | $0 |
| Matt Oglesby (Employer Trustee) | $0 | $0 | $0 |
Document Links
990
Filed on Feb. 13, 2018Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending April
2016
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $5,591,680 |
88.1%
|
| Investment Income | $762,519 |
12.0%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | -$5,998 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $33,214,261 | |
| Total Liabilities | $29,402 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Dave Anderson (Employer Trustee) | $0 | $0 | $0 |
| Leisle Fitzgerald (Employer Trustee) | $0 | $0 | $0 |
| Bryan Flake (Employer Trustee) | $0 | $0 | $0 |
Document Links
990
Filed on March 14, 2017Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending April
2015
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $5,943,392 |
89.7%
|
| Investment Income | $800,471 |
12.1%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | -$115,775 | |
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $32,554,951 | |
| Total Liabilities | $48,987 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Bryan Flake (Trustee) | $0 | $0 | $0 |
| Mark Briggs (Trustee) | $0 | $0 | $0 |
| Kristi Rogers (Trustee) | $0 | $0 | $0 |
Document Links
990
Filed on March 11, 2016Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending April
2014
Extracted Financial Data
Extracted Financial Data from Form 990
| Notable Sources of Revenue | Percent of Total Revenue | |
|---|---|---|
| Contributions | $0 | |
| Program Services | $4,273,619 |
83.4%
|
| Investment Income | $823,081 |
16.1%
|
| Bond Proceeds | $0 | |
| Royalties | $0 | |
| Rental Property Income | $0 | |
| Net Fundraising | $0 | |
| Sales of Assets | $25,334 |
0.5%
|
| Net Inventory Sales | $0 | |
| Other Revenue | $0 |
| Notable Expenses | Percent of Total Expenses | |
|---|---|---|
| Executive Compensation | $0 | |
| Professional Fundraising Fees | $0 | |
| Other Salaries and Wages | $0 |
| Assets/Debt | ||
|---|---|---|
| Total Assets | $30,549,198 | |
| Total Liabilities | $131,137 |
Compensation
| Key Employees and Officers | Compensation | Related | Other |
|---|---|---|---|
| Bryan Flake (Trustee) | $0 | $0 | $0 |
| Mark Briggs (Trustee) | $0 | $0 | $0 |
| Art Miller (Trustee) | $0 | $0 | $0 |
Document Links
990
Filed on Feb. 2, 2015Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending April
2013
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Filed on March 20, 2014Primary tax return for a nonprofit’s activities, finances, and governance
Fiscal Year Ending April
2012
No Extracted Financial Data
Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.
Document Links
990
Primary tax return for a nonprofit’s activities, finances, and governance
About This Data
Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.
The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.
In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.
We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.