2023-11-06T13:31:49-06:00 2022-12-31 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2022-01-01 420178484 INTERNATIONAL BROTHERHOOD OF TEAMSTERS LOCAL UNION NO 238 INTE 3193651461 5000 J STREET SW CEDAR RAPIDS IA 52404 JESSE CASE SECRETARY-TREASURER 3193651461 2023-10-27 1 JESSE CASE 999009999 0 ERIC C BAERTSCH P00964071 9528413950 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JESSE CASE 5000 J STREET SW CEDAR RAPIDS IA 52404 3761933 0 0320 X WWW.TEAMSTERSLOCAL238.COM X 1935 IA LABOR UNION 7 0 78 0 0 0 0 0 3789460 3719105 3148 3987 20860 38841 3813468 3761933 19481 35451 0 1000 2095847 2132338 0 0 0 1665345 1715608 3780673 3884397 32795 -122464 1414366 1296587 5249 9934 1409117 1286653 TO ORGANIZE ALL WORKERS FOR THE ECONOMIC, MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS. 0 0 TO COLLECTIVELY NEGOTIATE THE TERMS AND CONDITIONS OF A PERSON'S EMPLOYMENT AND THE COMPENSATION TO BE PAID FOR THEIR TIME AND SERVICES UNDER CIRCUMSTANCES WHICH GIVE THEM AND THEIR EMPLOYERS AN EQUAL VOICE IN SUCH MATTERS. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 78 1 0 0 0 0 1 1 0 0 0 0 0 X 7 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 X JESSE CASE 3193651461 5000 J STREET SW CEDAR RAPIDS IA 52404 JESSE CASE SECRETARY-TREASURER 40.00 X 91786 0 45540 DAVID MILLER PRESIDENT/BUSINESS AGENT 40.00 X 85397 0 45260 STEPHANIE GRIFFIN RECORDING SECRETARY/BOOKKEEPER 40.00 X 74722 0 44858 ARTHUR JONES TRUSTEE/BUSINESS AGENT 40.00 X 83337 0 45260 JAMES ROMAR TRUSTEE/POLITICAL COORDINATOR 40.00 X 105125 0 45260 BRIAN SIMPSON VICE PRESIDENT/BUSINESS AGENT 40.00 X 84728 0 45260 DANIEL MACDONALD TRUSTEE/BUSINESS AGENT 40.00 X 84327 0 45260 609422 0 316698 1 0 1 0 0 DUES AND INITIATION FE 900099 3534128 3534128 REFUNDS AND REIMBURSEM 900099 184977 184977 3719105 3987 3987 24635 0 24635 24635 24635 STRIKE CONTRIBUTIONS 900099 13700 13700 SALE OF SUPPLIES 900099 506 506 14206 3761933 3719105 0 42828 31692 3759 1000 926120 745139 164418 192244 104417 127670 8218 141403 209913 153829 25022 938104 29097 14995 PROMOTIONAL APPAREL 17960 ORGANIZING EXPENSE 15079 STRIKE EXPENSE 13600 REFUND-DUES 9626 11092 3884397 350 350 1237712 1148858 1377373 1239594 165102 137779 7850 7850 3352 1750 1414366 1296587 5249 9934 5249 9934 X 1409117 1286653 1409117 1286653 1414366 1296587 -122464 0 X 0 1 X 1 0 1 1 0 40076 40076 1114347 1034238 80109 12275 8758 3517 177815 163738 14077 32860 32860 0 137779 PAYROLL WITHHOLDINGS NOT REMITTED AT YEAR END 9934 9934 X 3761933 0 3761933 0 3761933 3884397 0 3884397 0 3884397 PART X, LINE 2: THE LOCAL UNION IS REQUIRED TO EVALUATE ITS TAX POSITIONS AND DISCLOSE THE AMOUNT OF A TAX LIABILITY IF THE LOCAL UNION HAS TAKEN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE LOCAL UNION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 JAMES R HOFFA MEMORIAL SCHOLARSHIP FUND INC 25 LOUISIANA AVE NW WASHINGTON DC 20001 522206826 501(C)(3) 8000 0 SCHOLARSHIP FUND CONTRIBUTION 1 0 PART I, LINE 2: THE LOCAL UNION EXERCISES DUE DILIGENCE PRIOR TO PROVIDING GRANTS AND OTHER ASSISTANCE. GRANTS AND ASSISTANCE ARE ISSUED FOR THE GENERAL USE OF THE ORGANIZATIONS AND INDIVIDUALS THAT RECEIVE THEM. ALL GRANTS AND ASSISTANCE ARE APPROVED BY THE EXECUTIVE BOARD AND DOCUMENTED IN THE EXECUTIVE BOARD MINUTES. DOCUMENTATION FOR ALL GRANTS AND ASSISTANCE IS RETAINED AT THE LOCAL UNION OFFICE. THERE IS NO ADDITIONAL MONITORING ONCE THE GRANT OR ASSISTANCE IS DISBURSED. 0 0 0 JAMES ROMAR TRUSTEE/POLITICAL COORDINATOR 105125 0 0 0 0 0 21182 0 24078 0 150385 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 AN ACTIVE MEMBER IS A MEMBER WHO HAS SATISFIED THE REQUIREMENTS FOR MEMBERSHIP AND IS STILL EMPLOYED UNDER THE JURISDICTION OF THE LOCAL UNION. THEY PAY FULL DUES AND HAVE FULL VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7A THE POSITIONS OF UNION OFFICERS ARE SUBJECT TO ELECTION BY A MAJORITY VOTE OF REGULAR MEMBERS IN GOOD STANDING. OFFICER TERMS SHALL NOT EXCEED A PERIOD OF THREE YEARS. FORM 990, PART VI, SECTION A, LINE 7B THE LOCAL UNION HAS REGULAR MEETINGS IN ACCORDANCE WITH THE BYLAWS. THE MEMBERSHIP MUST APPROVE AT A GENERAL OR SPECIAL MEMBERSHIP MEETING ANY INCREASE IN THE RATE OF DUES OR INITIATION FEES, THE LEVYING OF ANY GENERAL OR SPECIAL ASSESSMENTS, APPROVAL OF COLLECTIVE BARGAINING AGREEMENTS, STRIKE AUTHORIZATION OR MERGER WITH OTHER ORGANIZATION. A MAJORITY VOTE BY SECRET BALLOT OF THE MEMBERS IN GOOD STANDING WHO ARE VOTING AT SUCH MEETING SHALL DECIDE THE ISSUE. AT THE MEETINGS, THE FINANCIAL INFORMATION OF THE LOCAL UNION IS PROVIDED TO THE MEMBERS FOR THEIR APPROVAL. MEMBERSHIP ALSO APPROVES LARGE EXPENDITURES. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE ENTIRE EXECUTIVE BOARD FOR REVIEW. FORM 990 IS APPROVED, SIGNED AND FILED AFTER ANY QUESTIONS HAVE BEEN ANSWERED. FORM 990, PART VI, SECTION B, LINE 12C PERIODIC REVIEWS OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ARE CONDUCTED BY THE EXECUTIVE BOARD TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS PURPOSE AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX EXEMPT STATUS AND FIDUCIARY OBLIGATIONS. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO MEMBERS. THESE DOCUMENTS CAN BE OBTAINED BY REQUEST AT THE LOCAL UNION OFFICE IN CEDAR RAPIDS, IA.