2023-05-30T11:51:29-07:00 2022-12-31 541345176 JOHN L MATHERLY CPA PO BOX 1423 WAYNESBORO VA 22980 990 2022-01-01 570315637 TEAMSTERS LOCAL UNION NO 509 TEAM 8037966172 2604 FISH HATCHERY ROAD WEST COLUMBIA SC 29172 BRIAN S CLARDY PRESIDENT 8037966172 2023-05-30 true BRIAN CLARDY XXX-XX-XXXX true JOHN L MATHERLY P00188526 5409437147 2023-05-30 X 3 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z BRIAN S CLARDY 2604 FISH HATCHERY ROAD WEST COLUMBIA SC 29172 3617008 false X teamsterslocal509.org X 1951 SC TO ORGANIZE WORKERS, TO IMPROVE WAGES, WORKING CONDITIONS AND ECONOMIC ADVANTAGES THROUGH ORGANIZING AND NEGOTIATING;TO SAFEGUARD, ADVANCE & PROMOTE PRINCIPLES OF FREE COLLECTIVE BARGAINING; AND TO ENGAGE IN CULTURAL, CIVIC, EDUCATIONAL, CHARITABLE, WELFARE & SOCIAL ACTIVITIES. 7 0 34 0 0 0 0 3313958 3558521 3149 236 83213 58251 3400320 3617008 4600 31400 86553 72163 1805732 1932433 0 0 1151835 1390156 3048720 3426152 351600 190856 3501286 3692197 1486 1541 3499800 3690656 TO PROVIDE UNION REPRESENTATION FOR 4,828 MEMBERS OF TEAMSTERS LOCAL UNION NO. 509. false false THE UNION HELPS TO IMPROVE WAGES, HOURS, & WORKING CONDITIONS BY REPRESENTING MEMBERS IN GRIEVANCE PROCEDURES, ARBITRATION & CONTRACT NEGOTIATIONS. THESE BENEFITS WERE AVAILABLE TO 4,828 MEMBERS. ORGANIZING EFFORTS RESULT IN NEW BARGANING UNITS, WHICH HELP TO PROMOTE THE PRINCIPLE OF FREE COLLECTIVE BARGAINING, AND TO STRENGTHEN THE UNION'S NUMBERS TO HELP ACHIEVE THE RESULTS IN 4(A) ABOVE. THE UNION ASSISTS MEMBERS WITH VARIOUS BENEFIT PROGRAMS. THESE BENEFITS INCLUDE A PENSION PLAN AND A HEALTH & WELFARE INSURANCE PLAN THAT ARE AVAILABLE TO UNION MEMBERS. false false false true false false false false false true false false false true true true false false false false false false false false false false true false true false false false false false false false false false false false false false false false true 16 0 true 34 true false false false false false false false false false false X 7 0 false false false false true true true true false false false true true true true true true false false false X BRIAN S CLARDY 8037966172 2604 FISH HATCHERY ROAD WEST COLUMBIA SC 29172 BRIAN S CLARDY PRESIDENT 60.00 X 133913 5800 42657 CHARLEY BROOKS VICE-PRESIDENT 60.00 X 134173 0 42657 MICHAEL POWERS SECRETARY-TREASURER 60.00 X 133570 7100 42656 BRIAN MATHIS RECORDING SECRETARY 60.00 X 128717 0 42656 VICTORIA ESCUDERO TRUSTEE 2.00 X 9985 0 0 CHADWICK WILLOUGHBY TRUSTEE 2.00 X 9143 0 0 WILLIAM J CARTEE TRUSTEE/BUSINESS AGENT 60.00 X 134335 0 42655 KENYATA L TRIBBLE BUSINESS AGENT 60.00 X 128772 0 42655 CARLOS McFADDEN BUSINESS AGENT 60.00 X 130561 13761 42655 DANIEL GEDDINGS JR BUSINESS AGENT 60.00 X 150440 0 42655 REGINA WINKLER OFFICE MANAGER 37.00 X 59976 0 42655 1153585 26661 383901 8 false true false DUES,FEES,ASSESSMENTS 900099 3558521 0 0 3558521 236 0 236 17600 17600 17600 17600 REIMBURSED EXPENSES 900099 34511 34511 0 0 OTHER REVENUE 900099 6140 6140 0 0 40651 3617008 3616772 0 236 31400 0 72163 0 1153585 0 0 0 201737 0 0 0 199520 0 0 0 269692 0 0 0 107899 0 0 0 30501 0 0 0 10965 0 0 0 164608 0 0 0 22635 0 0 0 71955 0 0 0 9623 0 0 0 809667 0 0 0 86390 0 0 0 AUTO EXPENSE 92140 0 0 0 PROPERTY TAXES 57985 0 0 0 ELECTIONS EXPENSE 12682 0 0 0 GIFTS FOR STEWARDS 8350 0 0 0 12655 0 0 0 3426152 0 0 0 2045006 2265362 2122940 696105 1456280 1426835 3501286 3692197 1486 1541 1486 1541 X 3499800 3690656 3499800 3690656 3501286 3692197 190856 X X false true X true false true true false 0 350414 350414 0 1088487 244079 844408 0 322756 292114 30642 0 361283 159912 201371 1426835 PAYROLL WITHHOLDINGS 841 OTHER ACCRUALS 700 1541 X 3617008 3617008 3617008 3426152 3426152 3426152 Pt X, Line 2 TEAMSTERS LOCAL UNION NO. 509 IS EXEMPT FROM INCOME TAXATION UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. THE UNION HAS ADOPTED THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAX POSITIONS AS REQUIRED BY THE INCOME TAXES TOPIC OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION; HOWEVER, MANAGEMENT DOES NOT BELIEVE IT IS EXPOSED TO ANY SUCH POSITIONS AS THEY ARE DEFINED IN THIS GUIDANCE. true JR HOFFA MEM SCHOLARSHIP 25 LOUISIANA AVE NW WASHINGTON DC 20001 522206826 501(C)(5) 10000 0 CASH 0 SCHOLARSHIP TEAMSTERS SCHOLARSHIP FUND 25 LOUISIANA AVE NW WASHINGTON DC 20001 882958574 501(C)(5) 10000 0 CASH 0 SCHOLARSHIP 2 0 false false false BRIAN S CLARDY 133913 0 0 0 5800 0 18139 0 24518 0 182370 0 0 0 CHARLEY BROOKS 134173 0 0 0 0 0 18139 0 24518 0 176830 0 0 0 MICHAEL POWERS 133570 0 0 0 7100 0 18138 0 24518 0 183326 0 0 0 BRIAN MATHIS 128717 0 0 0 0 0 18138 0 24518 0 171373 0 0 0 WILLIAM J CARTEE 134335 0 0 0 0 0 18138 0 24517 0 176990 0 0 0 KENYATA L TRIBBLE 128772 0 0 0 0 0 18138 0 24517 0 171427 0 0 0 CARLOS McFADDEN 130561 0 0 0 13781 0 18138 0 24517 0 186997 0 0 0 DANIEL GEDDINGS JR 150440 0 0 0 0 0 18138 0 24517 0 193095 0 0 0 Pt VI, Line 6 THE UNION HAD 4,828 DUES-PAYING MEMBERS AT 12/31/22, CONSISTING OF ACTIVE MEMBERS, OFFICERS, EXECUTIVE BOARD MEMBERS, STEWARDS, AND ALTERNATIVE STEWARDS. Pt VI, Line 7a ALL DUES-PAYING MEMBERS MAY ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. Pt VI, Line 7b MEMBER VOTE/APPROVAL IS REQUIRED FOR THE FOLLOWING:1) LEASE PURCHASE OR OTHER ACQUIRED REAL ESTATE PROPERTY RIGHTS AND PRIVILEGES; 2)SALE OR DISPOSAL OF 1) ABOVE; 3)EXPENSES THAT ARE NOT ROUTINE AND ARE OF A SUBSTANTIAL NATURE; 4) CREATION OR ISSUANCE OF DEEDS, MORTGAGES, TRUST AGREEMENTS, CONTRACTS, OR NEGOTIABLE INSTRUMENTS SECURED BY CONTRACT; 5) ISSUES DEADLOCKED BEFORE THE EXECUTIVE BOARD FOR TWO (2) MONTHS. Pt VI, Line 8b NO MEETINGS OF COMMITTEES EMPOWERED TO ACT ON BEHALF OF THE EXECUTIVE BOARD WERE HELD DURING 2022. Pt VI, Line 11b FORM 990 IS PREPARED BY THE UNION'S EXTERNAL AUDITOR AND IS SUBMITTED TO THE UNION'S BOARD OF OFFICERS AND TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. Pt VI, Line 12c THE BOARD ANNUALLY REVIEWS CONFLICT OF INTEREST POLICY UNDER LMRDA. Pt VI, Line 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS UPON REQUEST; REPORTS FILED WITH THE DEPARTMENT OF LABOR ARE AVAILABLE TO MEMBERS UPON REQUEST, AND MAY ALSO BE ACCESSED BY MEMBERS OR THE GENERAL PUBLIC ON THE DOL/LMRDA WEBSITE. Pt XII, Line 1 THE UNION PREPARES ITS FINANCIAL STATEMENTS USING THE MODIFIED CASH BASIS OF ACCOUNTING. Pt XII, Line 2c THE UNION'S EXECUTIVE BOARD INTERVIEWS AND SELECTS THE INDEPENDENT AUDITOR, AND RECEIVES, REVIEWS AND APPROVES THE AUDIT REPORT.