2024-11-13T14:40:05-06:00 2023-12-31 222951202 MSPC CPAS & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2023-01-01 221633671 TEAMSTERS LOCAL 97 TEAM 7323811090 136 CENTRAL AVENUE CLARK NJ 07066 MARIA PEREZ PRESIDENT 7323811090 2024-11-13 1 1 JON S GAGLIARDI CPA P00528721 9082727000 2023 2024-10-15 13:58:12Z MARIA PEREZ 136 CENTRAL AVENUE CLARK NJ 07066 3733271 0 X HTTP://TEAMSTERSLOCAL97.ORG/ X 1959 NJ LABOR UNION ACTIVITIES - MEMBER REPRESENTATION & ORGANIZING. 7 0 212 0 0 0 0 0 3367677 3638939 9118 29028 397384 65304 3774179 3733271 0 0 0 0 1707855 1662112 0 0 0 1912528 1846336 3620383 3508448 153796 224823 2455767 2680581 0 0 2455767 2680581 LABOR UNION ACTIVITIES - MEMBER REPRESENTATION AND ORGANIZING. 0 0 THE UNION OPERATES FOR THE PURPOSE OF IMPROVING WORKERS CONDITIONS, WAGES & BENEFITS THROUGH THE COLLECTIVE BARGAINING PROCESS. 0 0 1 1 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 8 0 1 212 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 0 0 0 0 0 1 1 1 1 0 0 0 1 0 0 0 0 0 0 X MARIA PEREZ 7323811090 136 CENTRAL AVENUE CLARK NJ 07066 JOHN J GEROW FORMER PRESIDENT 40.00 1.00 X 66200 0 36515 MARIA PEREZ PRESIDENT 40.00 1.00 X 167127 0 66089 PATRICK GUASCHINO SECRETARY-TREASURER 40.00 1.00 X 126952 0 56479 AMY LEWIS VICE PRESIDENT 40.00 1.00 X 125342 0 55014 GEORGE BURR RECORDING SECRETARY 40.00 1.00 X 102980 0 52056 DENNIS BARCALOW TRUSTEE 2.00 1.00 X 4550 0 918 RUSSELL CREWS TRUSTEE 40.00 1.00 X 75378 0 45335 EDUARDO HERRERA TRUSTEE 1.00 X 1815 0 246 670344 0 312652 4 0 1 0 METS SHIRO MCGOVERN LLP 838 GREEN STREET SUITE 102 ISELIN NJ 08830 LEGAL SERVICES 272863 1 MEMBERSHIP DUES & ASSE 900099 3638939 3638939 3638939 29028 29028 REIMBURSED EXPENSES 900099 44707 44707 TICKET SALES 900099 17626 17626 OTHER INCOME 900099 2971 2971 65304 3733271 3704243 0 29028 670344 363646 337676 205300 85146 272863 34113 22340 56185 128763 90700 102004 79 49661 69493 PER CAPITA TAXES 786857 EDUCATION, PUBLICITY & 70722 MEMBERSHIP FAMILY FUN D 65014 AUTO & TRUCK EXPENSE 38567 58975 3508448 1366048 1790401 575021 845797 546454 517967 78147 28487 436551 15896 2455767 2680581 0 0 0 0 0 0 X 2455767 2680581 2455767 2680581 2455767 2680581 X 224823 -9 X 0 1 X 0 0 7300 7300 7300 1 ESSEX COUNTY DEMOCRATIC COMM 80 MAIN STREET SUITE 280 WEST ORANGE NJ 07052 223279556 1400 REGULAR REPUBLICAN ORG OF BERKELEY TWP 3 ALBASTROSS POINT BAYVILLE NJ 08721 300 COMMITTEE TO RE ELECT WAYNE RICHARDSON PO BOX 1969 BRICK NJ 08723 200 TED GREEN FOR MAYOR PO BOX 2256 EAST ORANGE NJ 07019 600 ELECTION FUND OF QUIJANO FOR ASSEMBLY 311 W HENTRY STREET LINDEN NJ 07036 1000 ELECTION FUND OF LUIS QUINTANA PO BOX 867 NEWARK NJ 07101 200 AMATO FOR SENATE 222 OAK AVENUE SUITE 5 TOMS RIVER NJ 08753 500 THE AMY LEWIS TEAM FOR EAST ORANGE CITY COUNCIL 2023 PO BOX 718 EAST ORANGE NJ 07018 2600 ELECTION FUND OF COUGHLIN 12 NORTH STATE ROUTE 17 SUITE 320 PARAMUS NJ 07652 500 1 1 0 PART I-A, LINE 1: CHECK CONTRIBUTIONS WERE SENT TO INDIVIDUALS SEEKING POLITICAL OFFICE AS WELL AS TO VARIOUS POLITICAL ORGANIZATIONS. 27017 12385 14632 339783 331469 8314 179654 174113 5541 28487 X 3733271 0 3733271 0 3733271 3508448 0 3508448 0 3508448 PART X, LINE 2: THE ACCOUNTING STANDARDS ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ADDRESS THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THAT GUIDANCE, THE LOCAL UNION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE LOCAL UNION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME (UBIT). THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM A TAX POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THERE WERE NO UNRECOGNIZED TAX BENEFITS IDENTIFIED OR RECORDED AS LIABILITIES FOR THE YEAR ENDED DECEMBER 31, 2023. 0 0 0 MARIA PEREZ PRESIDENT 167127 0 0 0 0 0 47021 0 19068 0 233216 0 0 0 PATRICK GUASCHINO SECRETARY-TREASURER 126952 0 0 0 0 0 37532 0 18947 0 183431 0 0 0 AMY LEWIS VICE PRESIDENT 125342 0 0 0 0 0 36353 0 18661 0 180356 0 0 0 GEORGE BURR RECORDING SECRETARY 102980 0 0 0 0 0 33109 0 18947 0 155036 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE LOCAL UNION'S MEMBERSHIP REQUIREMENTS ARE STATED IN THE INTERNATIONAL CONSTITUTION. APPLICANTS FOR MEMBERSHIP SHALL COMPLY WITH THE REQUIREMENTS IMPOSED BY THESE BY-LAWS AND THE INTERNATIONAL CONSTITUTION. THE FOLLOWING REQUIREMENTS MUST BE FULFILLED TO OBTAIN MEMBERSHIP: 1. A COMPLETED WRITTEN APPLICATION FOR MEMBERSHIP ON A FORM PROVIDED BY THE SECRETARY TREASURER. 2. PAYMENT OF INITIATION FEES AND ONE MONTH'S DUES BY CASH OR THROUGH WRITTEN AUTHORIZATION OF CHECKOFF. 3. LOCAL ACCEPTANCE OF APPLICATION AND DUES. 4. NEW MEMBERS SHALL RECEIVE A FREE COPY OF THE INTERNATIONAL CONSTITUTION AND LOCAL 97'S BY-LAWS UPON REQUEST. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER WHOSE DUES ARE PAID UP THROUGH THE MONTH PRIOR TO THE MONTH IN WHICH THE NOMINATION OR ELECTION IS HELD SHALL HAVE THE RIGHT TO NOMINATE, VOTE FOR, OR OTHERWISE SUPPORT ANY CANDIDATE. NO MEMBER WHO HAS DUES WITHHELD BY HIS EMPLOYER FOR PAYMENT TO THE LOCAL UNION SHALL BE DECLARED INELIGIBLE TO NOMINATE OR VOTE FOR A CANDIDATE FOR OFFICE IN THE LOCAL UNION, DUE TO A DELAY OR NON-PAYMENT OF DUES BY THE EMPLOYER TO THE LOCAL UNION. VOTING SHALL BE DONE BY SECRET BALLOT AMOUNG THOSE MEMBERS IN GOOD STANDING. PROXY VOTING IS NOT PERMITTED. EACH MEMBER SHALL BE ENTITLED TO ONE VOTE. THE LOCAL UNION HAS THE AUTHORITY TO ESTABLISH ALL RULES & REGULATIONS FOR THE ELECTION TO SUPPLEMENT THE PROVISIONS OF THE INTERNATIONAL CONSTITUTION AND THE LOCAL UNION'S BY-LAWS. FORM 990, PART VI, SECTION A, LINE 7B THE LOCAL UNION EXECUTIVE BOARD SHALL ESTABLISH THE SALARIES FOR THE OFFICERS AND BUSINESS AGENTS AND ESTABLISH THE ALLOWANCES, DIRECT AND INDIRECT DISBURSEMENTS, EXPENSES AND REIMBURSEMENT OF EXPENSES FOR OFFICERS AND BUSINESS AGENTS. CHANGES IN THE SALARIES, ALLOWANCES OR EXPENSES OF THE OFFICERS AND BUSINESS AGENTS SHALL BE SPECIFICALLY SET FORTH IN THE MINUTES OF THE EECUTIVE BOARD MEETING AT WHICH SUCH CHANGES ARE APPROVED. FORM 990, PART VI, SECTION A, LINE 8B NO OTHER COMMITTEES EXIST WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY SEVERAL OFFICERS PRIOR TO THE FILING. FORM 990, PART VI, SECTION C, LINE 19 THE LOCAL UNION MAKES IT'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENT AVAILABLE UPON REQUEST AT THE OFFICES OF THE LOCAL UNION. ARRANGEMENTS MUST BE MADE DURING NORMAL BUSINESS HOURS. COPIES ARE NOT ALLOWED. FORM 990, PART XI, LINE 9: LOCAL 97 HOLDING COMPANY LOSS -9. TEAMSTERS LOCAL 97 BENEFITS FUND 136 CENTRAL AVE CLARK NJ 07066 222004832 PROVIDES HEALTH AND WELFARE BENEFITS TO MEMBERS NJ 501(C)(9) N/A 0 TEAMSTERS LOCAL 97 HOLDING COMPANY 136 CENTRAL AVE CLARK NJ 07066 227125944 OFFICE BUILDING RENTAL NJ 501(C)(2) TEAMSTERS LOCAL 97 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0