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Nonprofit · EIN 22-2004832

TEAMSTERS LOCAL 97 FUND

Tax-exempt · CLARK, NJ 07066

Financials

$17M$15.2M2022$17.1M$17.4M2023$16.9M$16M2024
Revenue Expenses · by fiscal year end
Financials of TEAMSTERS LOCAL 97 FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990$16,927,739$16,042,247$885,492$7,280,940$369,151$6,911,789
July 31, 2024990$17,104,752$17,437,499-$332,747$5,701,446$376,087$5,325,359
July 31, 2023990$16,998,514$15,227,117$1,771,397$5,862,077$276,338$5,585,739
Financial details: 990 for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$16,734,387
Investment income
$193,352
Net gain from sales of assets
$14,105
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$13,632,849
Compensation of officers, directors and key employees
$145,002
Other salaries and wages
$311,073
Salaries, compensation and benefits (total)
$655,072
Professional fundraising fees
$0
Legal fees
$18,215
Accounting fees
$80,846
Occupancy
$24,603
Depreciation
$7,642

Balance sheet and other

Total assets, start of year
$5,701,446
Total assets, end of year
$7,280,940
Total liabilities, end of year
$369,151
Net assets, end of year
$6,911,789
Land, buildings and equipment
$29,011
Publicly traded securities
$4,019,924
Gross receipts
$28,880,420
Employees
5
Volunteers
0
Year formed
1972
State of legal domicile
NJ

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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
PATRICK GUASCHINOTRUSTEE
Trustee or director
1$0$142,371$67,834
ELAINE ALESSIOFUND MANAGER
Officer
37.5$145,002$0$43,254
GEORGE BURRTRUSTEE
Trustee or director
1$0$109,850$58,254
DANIEL REIMANTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended July 31, 2024: 5 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
MARIA PEREZTRUSTEE
Trustee or director
1$0$167,127$66,089
PATRICK GUASCHINOTRUSTEE
Trustee or director
1$0$126,952$56,479
ELAINE ALESSIOFUND MANAGER
Officer
37.5$136,623$0$40,381
GEORGE BURRTRUSTEE
Trustee or director
1$0$102,980$52,056
DANIEL REIMANTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended July 31, 2023: 4 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JOHN GEROWTRUSTEE
Trustee or director
1$0$166,312$76,080
MARIA PEREZTRUSTEE
Trustee or director
1$0$155,342$71,381
ELAINE ALESSIOFUND MANAGER
Officer
37.5$131,821$0$34,647
DANIEL REIMANTRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
136 CENTRAL AVE REAR DOOR, CLARK, NJ 07066-1142
In care of
% ELAINE C ALESSIO
Principal officer (990 for 2024)
MARIA PEREZ, 136 CENTRAL AVENUE 1ST FLOOR, CLARK, NJ 07066
Signed the 990
MARIA PEREZ, TRUSTEE
Phone
(908) 810-0022
Return prepared by
MSPC CPAS & ADVISORS PC

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS.

990 for the year ended July 31, 2025

Program accomplishments

  • PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS.

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 yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990 on file
2023July 31, 2024December 16, 2024990 on file

IRS record

EIN
22-2004832
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1974
Accounting year ends
July
Files
Form 990 or 990-EZ
Assets (IRS master file)
$7,280,940
Income (IRS master file)
$28,880,420

Filing history

FormYear endedRevenueExpensesAssetsReturn
990July 2025$16,927,739$16,042,247$7,280,940IRS
990July 2024$17,104,752$17,437,499$5,701,446XML
990July 2023$16,998,514$15,227,117$5,862,077XML
990July 2022$17,678,835$17,705,241$3,993,876IRS
990July 2021–––IRS
990July 2020–––IRS
990July 2019–––IRS
990July 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 22-2004832).

Questions about TEAMSTERS LOCAL 97 FUND

What is the EIN of TEAMSTERS LOCAL 97 FUND?
The employer identification number (EIN) of TEAMSTERS LOCAL 97 FUND is 22-2004832.
Is TEAMSTERS LOCAL 97 FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1974.
Are donations to TEAMSTERS LOCAL 97 FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does TEAMSTERS LOCAL 97 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 LOCAL 97 FUND 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 LOCAL 97 FUND 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 LOCAL 97 FUND?
The 990 for the year ended July 31, 2025 names MARIA PEREZ.
Who are the officers and directors of TEAMSTERS LOCAL 97 FUND?
The 990 for the year ended July 31, 2025 lists 4 people; 1 received compensation from the organization.
How much revenue does TEAMSTERS LOCAL 97 FUND have?
On its 990 for the year ended July 31, 2025 it reported revenue of $16,927,739, expenses of $16,042,247 and total assets of $7,280,940 at year end.

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