2023-11-14T08:42:07-06:00 2022-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2022-01-01 522206826 JAMES R HOFFA MEMORIAL SCHOLARSHIP FUND INC JAME 2026247471 4200 WISCONSIN AVE NW STE 106-289 WASHINGTON DC 20016 KAREN ROCHE TREASURER 2026247471 2023-11-14 1 KAREN ROCHE 999009999 0 KRISTIN A JACQUELIN CPA P01325865 2023319880 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RICHARD BELL 4200 WISCONSIN AVE NW STE 106-289 WASHINGTON DC 20016 15147640 0 X WWW.JRHMSF.ORG X 1999 DC TO AWARD SCHOLARSHIPS TO DEPENDENTS OF TEAMSTERS UNION ACTIVE AND RETIRED MEMBERS IN ORDER TO ENABLE THE RECIPIENTS TO ATTEND ACCREDITED POST-SECONDARY EDUCATIONAL INSTITUTIONS. 6 5 2 0 0 0 60514 1881062 0 0 1320228 1276193 4175 -640685 1384917 2516570 1134500 1181000 0 0 51159 113026 0 0 37077 268631 253365 1454290 1547391 -69373 969179 18840750 16431780 1346621 1417207 17494129 15014573 TO AWARD SCHOLARSHIPS TO DEPENDENTS OF TEAMSTERS UNION ACTIVE AND RETIRED MEMBERS IN ORDER TO ENABLE THE RECIPIENTS TO ATTEND ACCREDITED POST-SECONDARY EDUCATIONAL INSTITUTIONS. 0 0 1230289 1181000 TO GRANT COLLEGE SCHOLARSHIPS TO QUALIFIED DEPENDENTS OF ACTIVE AND RETIRED MEMBERS OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS. 1230289 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 2 1 0 0 0 0 0 1 1 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA MA IL X THE ORGANIZATION 2026247471 4200 WISCONSIN AVE NW STE 106-289 WASHINGTON DC 20016 CINDY IMPALA SECRETARY 1.00 X X 0 0 0 DAVID HOFFA BOARD MEMBER 1.00 X 0 0 0 JAMES HOFFA BOARD MEMBER 1.00 X 0 0 0 KAREN ROCHE TREASURER 1.00 X X 0 0 0 NEIL DITCHECK FORMER SECRETARY- THRU 9/14/22 1.00 X X 0 0 0 RICHARD BELL PRESIDENT 3.00 X X 24000 0 0 TOM METZINGER DIRECTOR 1.00 X X 0 0 0 24000 0 0 0 0 0 0 0 1779000 102062 1881062 643303 643303 12460675 11827785 632890 632890 632890 162600 1779000 803285 -640685 -640685 2516570 0 0 635508 1021500 1021500 159500 159500 24000 24000 80000 80000 9026 9026 116850 116850 25651 25651 56129 49289 6840 42892 12655 30237 7713 7713 MISC 4130 4130 1547391 1230289 280025 37077 154970 313184 3913 10012 105129 4933 18549654 16076567 27084 27084 18840750 16431780 57821 25207 1287000 1392000 1800 0 1346621 1417207 X 17494129 15014573 17494129 15014573 18840750 16431780 969179 -3448735 0 X X 0 1 X 0 0 X 31108 146165 1197903 60514 1881062 3316752 31108 146165 1197903 60514 1881062 3316752 116648 3200104 654466 737187 722392 581718 643303 3339066 3075 4532 4175 11782 6667600 0.47990 0.27750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27084 0 0 X -154531 -3448735 -3448735 3294204 25651 -803285 -777634 2516570 2325025 0 2325025 25651 -803285 -777634 1547391 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -803,285. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES -803,285. 0 NORTH AMERICA 0 0 PROGRAM SERVICES SCHOLARSHIP AWARDS TO RECIPIENTS IN REGION 159500 0 0 0 0 0 0 159500 0 159500 4 YEAR SCHOLARSHIP NORTH AMERICA 13 130000 CHECK BOOSTRAP SCHOLARSHIP NORTH AMERICA 26 26000 CHECK VOCATIONAL SCHOLARSHIP NORTH AMERICA 2 3500 CHECK 0 0 0 0 0 0 PART I, LINE 2: FOUR YEAR SCHOLARSHIPS ARE AWARDED IN THE AMOUNT OF $10,000 TO A MINIMUM OF 5 RECIPIENTS FROM EACH CONFERENCE AND ARE DISBURSED AT THE RATE OF $2,500 PER YEAR ($1,250 PER SEMESTER). THERE IS NO PROVISION FOR SUMMER STUDY. THIS SCHOLARSHIP IS RENEWED ANNUALLY. THE RECIPIENT MUST MAINTAIN AN ACADEMIC B AVERAGE OR A 3.00 GPA ON A 4.00 SCALE. THE SCHOLARSHIP CAN BE USED FOR ANY SCHOOL EXPENSE, HOWEVER, IT MUST BE DRAWN UPON IN THE FOLLOWING ORDER: TUITION & ASSORTED FEES, ROOM & BOARD, BOOKS, AND MISCELLANEOUS EXPENSES. THE RECIPIENT MUST COMPLETE AND USE SCHOLARSHIP FUNDS REPORTED ANNUALLY. $1,000 SCHOLARSHIPS ARE AWARDED TO A MINIMUM OF 10 RECIPIENTS FROM EACH CONFERENCE. THIS SCHOLARSHIP IS DISBURSED TO THE RECIPIENT'S COLLEGE OR UNIVERSITY AT THE BEGINNING OF THE RECIPIENT'S FRESHMEN YEAR. SCHOLARSHIPS OF UP TO $2,000 EACH ARE AWARDED EACH YEAR FOR APPLICANTS PLANNING TO ATTEND TRAINING OR VOCATIONAL NON-BACCALAUREATE PROGRAMS (ASSOCIATE PROGRAMS TYPICALLY). ACADEMIC APPLICATION REQUIREMENTS INCLUDE AN ACADEMIC RECORD (OFFICIAL HIGH SCHOOL TRANSCRIPT), ACT OR SAT SCORES, AND THREE LETTERS OF RECOMMENDATION (CANADIAN APPLICANTS ONLY). THE APPLICATION AND LETTERS ARE FORWARDED TO THE FUND ADMINISTRATOR, INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES (ISTS). A MEMBERSHIP VERIFICATION REQUEST IS SENT BY ISTS TO THE APPLICANT'S TEAMSTER PARENT'S LOCAL UNION OFFICE FOR MEMBERSHIP STATUS VERIFICATION. ONCE COMPLETED, THAT VERIFICATION IS SENT BACK TO ISTS. ISTS REVIEWS APPLICATIONS, ARRANGING BY THE TOP GPA AND TEST SCORES. THE TOP APPLICANTS ARE FORWARDED TO A GROUP OF INDEPENDENT JUDGES FROM LOCAL UNIVERSITIES. VOCATIONAL OR TRAINING PROGRAM SCHOLARSHIPS REQUIRE APPLICANTS TO SUBMIT LETTERS OF RECOMMENDATION ALONG WITH A STATEMENT OF WHY THEY ARE CHOOSING TO PURSUE TRAINING IN A PARTICULAR FIELD TO ISTS. ISTS COMPILES THE LETTERS AND STATEMENT AND SUBMITS THEM TO TWO INDEPENDENT JUDGES WHO ARE PROFESSORS AT UNIVERSITIES FOR EVALUATION. THE CHOSEN TRAINING PROGRAM MUST BE RELATED TO WORK IN A TEAMSTER REPRESENTED INDUSTRY, CLASS OR CRAFT. THESE INDUSTRIES INCLUDE: AIRLINE, BAKERY & LAUNDRY, BREWERY & SOFT DRINK, BUILDING MATERIAL & CONSTRUCTION TRADE, CAR HAUL, DAIRY, FOOD PROCESSING, FREIGHT, GRAPHIC COMMUNICATIONS, INDUSTRIAL TRADES, MOTION PICTURE & THEATRICAL TRADE, NEWSPAPER, MAGAZINE, ELECTRONIC MEDIA, PACKAGE, PARKING, PORT, PUBLIC SERVICES, RAIL, SOLID WASTE & RECYCLING, TANK HAUL, TRADE SHOW & CONVENTION CENTERS, AND WAREHOUSE. PART III ACCOUNTING METHOD: CELEBRATION HONORING JAMES P. HOFFA 1941600 1779000 162600 18792 439590 3960 340943 1941600 1779000 162600 18792 439590 3960 340943 803285 -640685 1 4 YEAR SCHOLARSHIPS 79 790000 VOCATIONAL SCHOOL SCHOLARSHIPS 39 45000 BOOTSTRAP SCHOLARSHIPS 174 174000 PART I, LINE 2: FOUR YEAR SCHOLARSHIPS ARE AWARDED IN THE AMOUNT OF $10,000 TO A MINIMUM OF 5 RECIPIENTS FROM EACH CONFERENCE AND ARE DISBURSED AT THE RATE OF $2,500 PER YEAR ($1,250 PER SEMESTER). THERE IS NO PROVISION FOR SUMMER STUDY. THIS SCHOLARSHIP IS RENEWED ANNUALLY. THE RECIPIENT MUST MAINTAIN AN ACADEMIC B AVERAGE OR A 3.00 GPA ON A 4.00 SCALE. THE SCHOLARSHIP CAN BE USED FOR ANY SCHOOL EXPENSE, HOWEVER, IT MUST BE DRAWN UPON IN THE FOLLOWING ORDER: TUITION & ASSORTED FEES, ROOM & BOARD, BOOKS, AND MISCELLANEOUS EXPENSES. THE RECIPIENT MUST COMPLETE AND USE SCHOLARSHIP FUNDS REPORTED ANNUALLY. $1,000 SCHOLARSHIPS ARE AWARDED TO A MINIMUM OF 10 RECIPIENTS FROM EACH CONFERENCE. THIS SCHOLARSHIP IS DISBURSED TO THE RECIPIENT'S COLLEGE OR UNIVERSITY AT THE BEGINNING OF THE RECIPIENT'S FRESHMEN YEAR. SCHOLARSHIPS OF UP TO $2,000 EACH ARE AWARDED EACH YEAR FOR APPLICANTS PLANNING TO ATTEND TRAINING OR VOCATIONAL NON-BACCALAUREATE PROGRAMS (ASSOCIATES PROGRAMS TYPICALLY). ACADEMIC APPLICATION REQUIREMENTS INCLUDE AN ACADEMIC RECORD (OFFICIAL HIGH SCHOOL TRANSCRIPT), ACT OR SAT SCORES, AND THREE LETTERS OF RECOMMENDATION (CANADIAN APPLICANTS ONLY). THE APPLICATION AND LETTERS ARE FORWARDED TO THE FUND ADMINISTRATOR, INTERNATIONAL SCHOLARSHIP AND TUITION SERVICES (ISTS). A MEMBERSHIP VERIFICATION REQUEST IS SENT BY ISTS TO THE APPLICANT'S TEAMSTER PARENT'S LOCAL UNION OFFICE FOR MEMBERSHIP STATUS VERIFICATION. ONCE COMPLETED, THAT VERIFICATION IS SENT BACK TO ISTS. ISTS REVIEWS APPLICATIONS, ARRANGING BY THE TOP GPA AND TEST SCORES. THE TOP APPLICANTS ARE FORWARDED TO A GROUP OF INDEPENDENT JUDGES FROM LOCAL UNIVERSITIES. VOCATIONAL OR TRAINING PROGRAM SCHOLARSHIPS REQUIRE APPLICANTS TO SUBMIT LETTERS OF RECOMMENDATION ALONG WITH A STATEMENT OF WHY THEY ARE CHOOSING TO PURSUE TRAINING IN A PARTICULAR FIELD TO ISTS. ISTS COMPILES THE LETTERS AND STATEMENT AND SUBMITS THEM TO TWO INDEPENDENT JUDGES WHO ARE PROFESSORS AT UNIVERSITIES FOR EVALUATION. THE CHOSEN TRAINING PROGRAM MUST BE RELATED TO WORK IN A TEAMSTER REPRESENTED INDUSTRY, CLASS OR CRAFT. THESE INDUSTRIES INCLUDE: AIRLINE, BAKERY & LAUNDRY, BREWERY & SOFT DRINK, BUILDING MATERIAL & CONSTRUCTION TRADE, CAR HAUL, DAIRY, FOOD PROCESSING, FREIGHT, GRAPHIC COMMUNICATIONS, INDUSTRIAL TRADES, MOTION PICTURE & THEATRICAL TRADE, NEWSPAPER, MAGAZINE, ELECTRONIC MEDIA, PACKAGE, PARKING, PORT, PUBLIC SERVICES, RAIL, SOLID WASTE & RECYCLING, TANK HAUL, TRADE SHOW & CONVENTION CENTERS, AND WAREHOUSE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S ACCOUNTANT WHO THEN FORWARDS THE RETURN TO THE GOVERNING BODY FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND REVIEWS ITS CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION STUDY WAS DONE USING ASAE PUBLISHED NONPROFIT COMPENSATION STUDY AND WAS REVIEWED AND APPROVED BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR