2024-08-28T08:02:36-05:00 2023-12-31 061298465 SM ESPOSITO & CO PC 3013 DIXWELL AVENUE HAMDEN CT 06518 990 2023-01-01 060776845 TEAMSTERS UNION LOCAL NO 1150 TEAM 2033919240 150 GARFIELD AVENUE STRATFORD CT 06615 ROCCO CALO SECRETARY-TREASURER 2033819240 2024-08-19 1 0 DANA HARVEY P01452206 2033877771 2024-08-19 2023 2024-08-08 14:25:15Z ROCCO CALO 150 GARFIELD AVENUE STRATFORD CT 06615 5251052 0 0320 X TEAMSTERS LOCAL 1150.ORG X 1963 CT LABOR UNION 7 0 104 0 0 0 23375 29665 4662621 5087898 8311 18812 232672 84427 4926979 5220802 121109 181721 6000 5000 2041545 2064579 0 0 0 2632142 2528324 4800796 4779624 126183 441178 5095989 5595615 138099 179511 4957890 5416104 THE UNION'S MISSION IS TO SECURE IMPROVED WAGES, WORKING CONDITIONS & OTHER ECONOMIC ADVANTAGES FOR ITS MEMBERS THROUGH ORGANIZING, NEGOTIATING & COLLECTIVE BARGAINING PROCESS THROUGH LEGAL AND ECONOMIC MEANS, AND OTHER LAWFUL METHODS. 0 0 ADMINISTERED & NEGOTIATED COLLECTIVE BARGAINING AGREEMENTS THAT PROVIDE IMPROVED WAGES, HOURS, WORKING CONDITIONS AND OTHER ECONOMIC ADVANTAGES FOR ITS RESPECTIVE MEMBERS. SUPPORTED EDUCATIONAL ACTIVITIES THAT FURTHER THE INTERESTS OF THE UNION AND ITS MEMBERS THROUGH SPONSORSHIP OF A GOLF TOURNAMENT. HELD FUNDRAISING ACTIVITIES THAT FURTHER THE INTERESTS OF THE UNION AND ITS MEMBERS BY SUPPORTING LOCAL CHARITIES. 0 0 1 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 25 0 1 104 1 0 0 0 0 1 1 0 0 0 X 7 0 0 0 0 0 1 1 1 1 0 0 1 1 0 1 0 0 0 1 0 0 0 X ROCCO CALO SECRETARY-TREASURER 2033819240 150 GARFIELD AVENUE STRATFORD CT 06615 DENNIS YAREMICH TRUSTEE/BUSINESS AGENT 55.00 X 192746 18000 59750 MIA BRIDGEFORTH TRUSTEE 4.00 X 28262 0 0 AMY GIANNINOTO TRUSTEE 4.00 X 31447 0 0 ROCCO CALO SECTY/TREAS/BUSINESS AGENT 55.00 15.00 X 210115 83451 83130 JOHN SANTAMARIA PRESIDENT 15.00 X 29896 0 0 RICHARD ROLLINSON V.PRESIDENT/BUSINESS AGENT 55.00 X 188553 0 52717 EDWARD SMITH REC. SECTY/BUSINESS AGENT 55.00 X 190076 0 53758 871095 101451 249355 4 0 1 0 ROBERT CHEVERIE & ASSOCIATES 333 EAST RIVER DRIVE EAST HARTFORD CT 06108 LEGAL SERVICES 110000 1 29665 29665 MEMBERSHIP DUES 900099 5087118 5087118 RENTAL INCOME 532000 780 780 5087898 26650 26650 7838 -7838 -7838 -7838 16590 29665 20529 -3939 -3939 1928 1883 45 45 CAREER PATHWAYS REIMBU 900099 36269 36269 TICKET SALES - MEMBER 900099 31670 31670 REFUNDS/REIMBURSEMENTS 900099 7894 7894 12488 12488 88321 5220802 5168426 0 22711 149890 31831 5000 866719 688480 229703 160903 118774 130000 34750 89284 146887 199607 134067 66797 288 1269471 88056 44608 MEMBER FUNCTIONS 140847 MEMBER GIFTS & CLOTHING 76198 STEWARDS' EXPENSES 43206 CAREER PATHWAYS EXPENSE 42200 22058 4779624 1180989 1663757 2845613 2896410 1952468 989042 1046463 963426 22924 72022 5095989 5595615 1539 1769 136560 177742 138099 179511 X 4957890 5416104 4957890 5416104 5095989 5595615 441178 -961 17997 0 X X 0 1 X 1 0 TEAMSTERS LOCAL 1150 FEDERAL PAC 150 GARFIELD AVE STRATFORD CT 06615 060776845 4624 CT CHAPTER 1150 PAC 150 GARFIELD AVE STRATFORD CT 06615 060776845 2006 1 1 0 54493 26955 12 16500 64960 53265 20722 6 19500 54493 58661 15598 6 21000 53265 57272 1380 9 0 58661 47271 22652 9 12650 10 57272 1.00000 0 0 241271 241271 1251090 620379 630711 310940 269269 41671 149167 99394 49773 963426 SEVERANCE PLAN OBLIGATION 151212 RIGHT TO USE - FINANCE LEASE 26530 177742 X 5249124 20528 20528 5228596 -7794 -7794 5220802 4808907 21444 21444 4787463 -7839 -7839 4779624 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE UNION TO EVALUATE TAX POSITIONS TAKEN AND TO RECOGNIZE A TAX LIABILITY FOR ANY UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE UNION IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY PERIODS IN PROGRESS. THE UNION BELIEVES THAT THE INCOME TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2019 AND PRIOR ARE CLOSED YEARS AND ARE NOT SUBJECT TO THE AUDIT PROCESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: GROSS GOLF TOURNAMENT INCOME 20,529. ROUNDING -1. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON ASSET SALES -7,838. SALE OF SUPPLIES 44. PART XII, LINE 2D - OTHER ADJUSTMENTS: GOLF TOURNAMENT EXPENSES 20,529. UNREALIZED LOSS ON INVESTMENTS 960. SALE OF SUPPLIES -45. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON ASSET DISPOSAL -7,838. ROUNDING -1. GOLF TOURNAMENT 46255 29665 16590 910 869 13142 5608 46255 29665 16590 910 869 13142 5608 20529 -3939 ROCCO CALO 150 GARFIELD AVENUE STRATFORD CT 06615 1 DISABLED AMERICAN VETERANS 17 CEDAR HILL RD HUNTINGTON CT 06484 066099418 501(C)(3) 6720 0 DONATION TO SUPPORT GIFT CARD PROGRAM TEAMSTERS NATIONAL BLACK CAUCUS PO BOX 16707 MEMPHIS TN 38186 351827988 501(C)(10) 10000 0 DONATION TO SUPPORT THE PRINCIPALS OF THE TEAMSTERS MOVEMENT AND TO FOSTER OPPORTUNITIES FOR ALL TEAMSTERS TO SERVE IN LEADERSHIP CAPACITIES. INTERNATIONAL BROTHERHOOD OF TEAMSTERS SCHOLARSHIP FUND 25 LOUISIANA AVENUE WASHINGTON DC 20001 882958474 501(C)(3) 10000 0 DONATION TO SUPPORT TEAMSTERS NATIONAL SCHOLARSHIP PROGRAM FOR MEMBER'S CHILDREN. 2 1 COLLEGIATE SCHOLARSHIPS 11 16500 MEMBER ASSISTANCE FOR PERSONAL HARDSHIP/TRAGEDY 1 15331 PART I, LINE 2: THE EXECUTIVE BOARD ACCEPTS APPLICATIONS FOR SCHOLARSHIPS FROM MEMBER'S CHILDREN AND AWARDS THE SCHOLARSHIPS BASED ON ACADEMIC AND COMMUNITY ACHIEVEMENTS. ALL SCHOLARSHIP PAYMENTS ARE MADE PAYABLE TO THE ACADEMIC INSTITUTION. THE UNION'S EXECUTIVE BOARD OVERSEES AND APPROVES ALL CONTRIBUTIONS TO ORGANIZATIONS. X 0 0 0 ROCCO CALO SECTY/TREAS/BUSINESS AGENT 205739 83451 0 0 4376 0 27024 10000 35816 10290 272955 103741 0 0 DENNIS YAREMICH TRUSTEE/BUSINESS AGENT 192746 18000 0 0 0 0 27024 2900 26841 2985 246611 23885 0 0 EDWARD SMITH REC. SECTY/BUSINESS AGENT 190076 0 0 0 0 0 27024 0 26734 0 243834 0 0 0 RICHARD ROLLINSON V.PRESIDENT/BUSINESS AGENT 188553 0 0 0 0 0 27024 0 25693 0 241270 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 LABOR UNION CONSISTS OF MEMBERS THAT PAY DUES TO THE ORGANIZATION AND WORK FOR AN EMPLOYER THAT OPERATES UNDER A COLLECTIVE BARGAINING AGREEMENT. FORM 990, PART VI, SECTION A, LINE 7A UNION MEMBERS IN GOOD STANDING ARE ABLE TO VOTE FOR OFFICERS OF THE UNION AT ELECTIONS THAT ARE HELD IN ACCORDANCE WITH THE UNION BYLAWS(NORMALLY EVERY THREE YEARS). FORM 990, PART VI, SECTION A, LINE 7B THE GENERAL MEMBERSHIP APPROVES CERTAIN EXECUTIVE BOARD DECISIONS SUCH AS THE PURCHASE OF CERTAIN ASSETS AS REQUIRED UNDER THE UNION BY LAWS. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO APPLICABLE COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE EXECUTIVE BOARD FOR WHICH MINUTES WOULD NEED TO BE RECORDED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED IN PERSON WITH CERTAIN MEMBERS OF THE EXECUTIVE BOARD PRIOR TO FILING OF THE RETURN. FORM 990, PART VI, SECTION C, LINE 19 THE UNION DOES NOT MAKE AVAILABLE TO THE GENERAL PUBLIC ANY OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS. FORM 990, PART XII, LINE 1 THE UNION MAINTAINS ITS BOOKS AND RECORDS AND FILES ITS TAX RETURN ON THE MODIFIED CASH BASIS OF ACCOUNTING. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE OVERSIGHT RESPONSIBILITY AND APPROVAL PROCESSS. THE EXECUTIVE BOARD ASSUMES RESPONSIBILITY FOR THE AUDIT PROCESS INCLUDING SELECTION OF THE INDEPENDENT AUDITOR. TEAMSTERS LOCAL 1150 FEDERAL PAC 150 GARFIELD AVENUE STRATFORD CT 06615 060776845 POLITICAL ACTIVITY CT 527 0 CT CHAPTER 1150 PAC 150 GARFIELD AVENUE STRATFORD CT 06615 060776845 POLITICAL ACTIVITY CT 527 0 DRUG BENEFIT FUND 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 800499402 PROVIDES PRESCRIPTION BENEFITS CT 501(C)(9) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0