2023-08-09T10:09:52-05:00 2022-12-31 061298465 SM ESPOSITO & CO PC 3013 DIXWELL AVENUE HAMDEN CT 06518 990 2022-01-01 060776845 TEAMSTERS UNION LOCAL NO 1150 TEAM 2033919240 150 GARFIELD AVENUE STRATFORD CT 06615 ROCCO CALO SECRETARY-TREASURER 2033819240 2023-07-27 1 ROCCO CALO XXX-XX-XXXX 0 WILLIAM MONTALTO P01452075 2033877771 2023-07-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROCCO CALO 150 GARFIELD AVENUE STRATFORD CT 06615 4976906 0 0320 X TEAMSTERS LOCAL 1150.ORG X 1963 CT LABOR UNION 7 0 93 0 0 0 21965 23375 4251059 4662621 10812 8311 86355 232672 4370191 4926979 104830 121109 7000 6000 1737524 2041545 0 0 0 2124849 2632142 3974203 4800796 395988 126183 4955757 5095989 124050 138099 4831707 4957890 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 0 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 19 0 1 93 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 171388 4500 49348 MIA BRIDGEFORTH TRUSTEE 4.00 X 29284 0 0 AMY GIANNINOTO TRUSTEE 4.00 X 34522 0 0 ROCCO CALO SECTY/TREAS/BUSINESS AGENT 55.00 15.00 X 198338 67296 85639 JOHN SANTAMARIA PRESIDENT 15.00 X 28129 0 9259 RICHARD ROLLINSON V.PRESIDENT/BUSINESS AGENT 55.00 X 179116 0 38788 EDWARD SMITH REC. SECTY/BUSINESS AGENT 55.00 X 177329 0 52451 818106 71796 235485 4 0 1 0 ROBERT CHEVERIE & ASSOCIATES 333 EAST RIVER DRIVE EAST HARTFORD CT 06108 LEGAL SERVICES 120000 1 23375 23375 MEMBERSHIP DUES 900099 4661841 4661841 RENTAL INCOME 532000 780 780 4662621 1424 1424 31800 24913 6887 6887 6887 21215 23375 21937 -722 -722 3077 3077 0 INSURANCE CLAIM PROCEE 900099 170307 170307 TICKET SALES - MEMBER 900099 23615 23615 FUNDS FOR TRANSMITTAL 900099 23549 23549 15923 15923 233394 4926979 4902902 0 702 101609 19500 6000 812382 743183 227242 144422 114316 120000 33150 99079 160376 164158 104480 159450 1164424 89474 34628 BUILDING RESTORATION EX 196977 MEMBER GIFTS & CLOTHING 140130 MEMBER FUNCTIONS 85669 STEWARDS' EXPENSES 60603 19544 4800796 1073037 1180989 2829086 2845613 1971354 924891 1036546 1046463 17088 22924 4955757 5095989 1370 1539 122680 136560 124050 138099 X 4831707 4957890 4831707 4957890 4955757 5095989 126183 0 X X 0 1 X 1 0 TEAMSTERS LOCAL 1150 FEDERAL PAC 150 GARFIELD AVE STRATFORD CT 06615 060776845 5465 CT CHAPTER 1150 PAC 150 GARFIELD AVE STRATFORD CT 06615 060776845 2475 1 1 0 241271 241271 1254387 575351 679036 326529 267023 59506 149167 82517 66650 1046463 SEVERANCE PLAN OBLIGATION 136560 136560 X 4948918 21939 21939 4926979 0 4926979 4822735 21939 21939 4800796 0 4800796 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, 2018 AND PRIOR ARE CLOSED YEARS AND ARE NOT SUBJECT TO THE AUDIT PROCESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: GROSS GOLF TOURNAMENT INCOME 21,937. ROUNDING 2. PART XII, LINE 2D - OTHER ADJUSTMENTS: GOLF TOURNAMENT EXPENSES 21,937. ROUNDING 2. GOLF TOURNAMENT 44590 23375 21215 910 818 13350 6859 44590 23375 21215 910 818 13350 6859 21937 -722 ROCCO CALO 150 GARFIELD AVENUE STRATFORD CT 06615 1 DISABLED AMERICAN VETERANS 17 CEDAR HILL RD HUNTINGTON CT 06484 066099418 501(C)(3) 6440 0 DONATION TO SUPPORT GIFT CARD PROGRAM TEAMSTERS JC 10 NE SCHOLARSHIP FUND 544 MAIN STREET BOSTON MA 02129 562662379 501(C)(3) 5250 0 DONATION TO SUPPORT SCHOLARSHIP PROGRAM FOR CHILDREN OF TEAMSTER MEMBERS IN NEW ENGLAND INTERNATIONAL BROTHERHOOD OF TEAMSTERS SCHOLARSHIP FUND 25 LOUISIANA AVENUE NE WASHINGTON DC 20001 882958574 501(C)(3) 10000 0 DONATION TO SUPPORT TEAMSTERS NATIONAL SCHOLARSHIP PROGRAM FOR MEMBER'S CHILDREN. 3 COLLEGIATE SCHOLARSHIPS 19 19500 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 192614 67296 0 0 5724 0 27004 10000 38345 10290 263687 87586 0 0 EDWARD SMITH REC. SECTY/BUSINESS AGENT 177329 0 0 0 0 0 27004 0 25447 0 229780 0 0 0 DENNIS YAREMICH TRUSTEE/BUSINESS AGENT 171388 4500 0 0 0 0 25897 0 23451 0 220736 4500 0 0 RICHARD ROLLINSON V.PRESIDENT/BUSINESS AGENT 179116 0 0 0 0 0 27004 0 11784 0 217904 0 0 0 FORM 990 SCHEDULE J PART 1 LINE 3 SECRETARY-TREASURER RECEIVES COMPENSATION FROM THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS FOR HIS ROLE AS INTERNATIONAL EASTERN REGION VP AND DIRECTOR OF THE TRADE DIVISION. TRUSTEE DENNNIS YAREMICH RECEIVES COMPENSATION FROM THE INTERNATIONAL BROTHERHOOD OF TEEAMSTERS FOR HIS ROLE AS A TRADE DIVISION REP. 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 METHOD OF ACCOUNTING 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 OVERSIGHT RESPONSIBILITY THERE HAS BEEN NO CHANGE IN THE OVERSIGHT RESPONSIBILITY AND APPROVAL PROCESS. TEH 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