Skip to content
ProPublica Donate
ProPublica Donate

Southbay Teamsters & Employers Health & Welfare And Related Ben

Account Under Tefra

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$24.6M (2023)

Expenses
$25M (2023)

Total Assets
$14.4M (2023)

Total Liabilities
$1.05M (2023)

Source: Form 990 tax filings from 2011 to 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 Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$24,551,819
Expenses
$25,018,972
Net Income
-$467,153
Net Assets
$13,312,256
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $24,395,252
99.4%
Investment Income $156,567
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $14,357,591
Total Liabilities $1,045,335
Net Assets $13,312,256
Compensation
Key Employees and Officers Compensation Related Other
Lourdes Garcia (Trustee) $0 $0 $0
Adriana Salazar Avila (Trustee) $0 $0 $0
Melissa Hailey (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,763,412
Expenses
$23,139,141
Net Income
-$375,729
Net Assets
$13,339,876
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,616,848
99.4%
Investment Income $145,131
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,433
0.0%
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 $14,409,925
Total Liabilities $1,070,049
Net Assets $13,339,876
Compensation
Key Employees and Officers Compensation Related Other
Theresa Hoctor (Trustee) $0 $0 $0
Tom Secrest (Trustee) $0 $0 $0
Lourdes Garcia (Trustee) $0 $0 $0
Rick Middleton (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,677,181
Expenses
$20,365,896
Net Income
$311,285
Net Assets
$14,636,122
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,539,182
99.3%
Investment Income $137,999
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $15,694,450
Total Liabilities $1,058,328
Net Assets $14,636,122
Compensation
Key Employees and Officers Compensation Related Other
Theresa Hoctor (Trustee) $0 $0 $0
Tom Secrest (Trustee) $0 $0 $0
Lourdes Garcia (Trustee) $0 $0 $0
Rick Middleton (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,859,454
Expenses
$21,540,297
Net Income
$319,157
Net Assets
$14,556,032
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,646,901
99.0%
Investment Income $210,455
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,098
0.0%
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 $15,493,334
Total Liabilities $937,302
Net Assets $14,556,032
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Sanchez (Trustee) $0 $0 $0
Tom Secrest (Trustee) $0 $0 $0
Lourdes Garcia (Trustee) $0 $0 $0
Rick Middleton (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,775,557
Expenses
$19,590,054
Net Income
$1,185,503
Net Assets
$14,194,140
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,566,574
99.0%
Investment Income $208,905
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $78
0.0%
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 $15,959,678
Total Liabilities $1,765,538
Net Assets $14,194,140
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Sanchez (Trustee) $0 $0 $0
Tom Secrest (Trustee) $0 $0 $0
Lourdes Garcia (Trustee) $0 $0 $0
Rick Middleton (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,186,613
Expenses
$19,564,625
Net Income
$621,988
Net Assets
$12,730,291
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,018,313
99.2%
Investment Income $168,300
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $13,826,424
Total Liabilities $1,096,133
Net Assets $12,730,291
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Sanchez (Trustee) $0 $0 $0
Tom Secrest (Trustee) $0 $0 $0
Lourdes Garcia (Trustee) $0 $0 $0
Rick Middleton (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,250,984
Expenses
$22,100,972
Net Income
$150,012
Net Assets
$12,183,028
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,103,524
99.3%
Investment Income $141,884
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,576
0.0%
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 $13,776,205
Total Liabilities $1,593,177
Net Assets $12,183,028
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Sanchez (Trustee) $0 $0 $0
Tom Secrest (Trustee) $0 $0 $0
Lourdes Garcia (Trustee) $0 $0 $0
Rick Middleton (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,614,724
Expenses
$26,766,912
Net Income
-$152,188
Net Assets
$12,062,736
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $26,459,786
99.4%
Investment Income $149,388
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,550
0.0%
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 $13,572,933
Total Liabilities $1,510,197
Net Assets $12,062,736
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Sanchez (Management Trustee) $0 $0 $0
Tom Secrest (Management Trustee) $0 $0 $0
Lourdes Garcia (Labor Trustee) $0 $0 $0
Rick Middleton (Labor Trustee Chairman) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$27,435,728
Expenses
$26,450,885
Net Income
$984,843
Net Assets
$12,197,752
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $27,259,878
99.4%
Investment Income $173,098
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,752
0.0%
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 $13,603,658
Total Liabilities $1,405,906
Net Assets $12,197,752
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Sanchez (Management Trustee) $0 $0 $0
Tom Secrest (Management Trustee) $0 $0 $0
Lourdes Garcia (Labor Trustee) $0 $0 $0
Rick Middleton (Labor Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$41,191,932
Expenses
$41,501,759
Net Income
-$309,827
Net Assets
$11,132,182
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $40,995,138
99.5%
Investment Income $194,276
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,518
0.0%
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 $12,452,848
Total Liabilities $1,320,666
Net Assets $11,132,182
Compensation
Key Employees and Officers Compensation Related Other
Elizabeth Sanchez (Management Trustee) $0 $0 $0
Tom Secrest (Management Trustee) $0 $0 $0
Lourdes Garcia (Labor Trustee) $0 $0 $0
Rick Middleton (Labor Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$33,426,060
Expenses
$34,044,521
Net Income
-$618,461
Net Assets
$11,109,475
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $33,239,376
99.4%
Investment Income $186,437
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $247
0.0%
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 $12,628,652
Total Liabilities $1,519,177
Net Assets $11,109,475

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$26,840,625
Expenses
$26,520,719
Net Income
$319,906
Net Assets
$12,277,481
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $26,672,021
99.4%
Investment Income $168,599
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5
0.0%
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 $13,235,261
Total Liabilities $957,780
Net Assets $12,277,481

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,706,034
Expenses
$6,029,625
Net Income
-$323,591
Net Assets
$11,917,349
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,581,081
97.8%
Investment Income $123,089
2.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,891
0.0%
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 $12,276,109
Total Liabilities $358,760
Net Assets $11,917,349

Document Links

Fiscal Year Ending Dec.
2010

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

Fiscal Year Ending Dec.
2009

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

Fiscal Year Ending Dec.
2008

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

Fiscal Year Ending Dec.
2007

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

Fiscal Year Ending Dec.
2006

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

Fiscal Year Ending Dec.
2005

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

Fiscal Year Ending Dec.
2004

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

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.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »