2023-06-28T16:45:13-05:00 2022-12-31 943089756 REUBEN E PRICE & CO CPAS 1 Crow Canyon Court San Ramon CA 94583 990 2022-01-01 941211646 International Brotherhood of 856 TCWH Freight Checkers Clerical INTE 6506350111 453 San Mateo Avenue San Bruno CA 94066 Peter Finn Secretary-Treasurer 6506350111 2023-06-28 1 Peter Finn 999009999 0 Rich Price P01479540 4159823556 2023-06-28 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Peter Finn 453 San Mateo Avenue San Bruno CA 94066 11122757 0 X www.teamsters856.org X Labor Union 1949 CA Labor Union 7 3 35 0 0 0 0 0 10016867 10892236 833 17035 889365 213486 10907065 11122757 87710 118496 0 0 5213119 5248423 0 0 0 4948798 5318626 10249627 10685545 657438 437212 5644879 6537061 1248780 1703750 4396099 4833311 Labor Union 0 0 Representation of Union Members 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 39 0 1 35 1 0 0 0 0 0 0 0 0 0 0 X 7 3 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X Mr Peter Finn 6506350111 453 San Mateo Avenue San Bruno CA 94066 Lynette Adams Trustee 1.00 X 6000 0 0 Sarahvone Calhoun Trustee 1.00 X 6000 0 0 John Johnson Trustee 1.00 X 6000 0 0 Peter L Finn Secretary-Treasurer 40.00 X 171856 0 65394 Maria Alvarado President 40.00 X 157741 0 60820 Nicole Casey Recording Secretary 40.00 X 136720 0 64600 Susanna Farber Vice President 40.00 X 147270 0 60820 Javier Lectora Business Agent 40.00 X 132370 0 64600 Matthew Mullany Business Agent 40.00 X 131388 0 54628 Juan Escobar Business Agent 40.00 X 139543 0 54628 Jeanette Bradfield Business Agent 40.00 X 108287 0 57655 Mark Leach Business Agent 40.00 X 126429 0 57898 1269604 0 541043 9 0 1 0 Matthew J Finnegan 116 South State St Ukiah CA 95482 Legal 213480 1 Member dues & ass'ts 900099 10892236 10892236 10892236 17035 17035 Gain on sale of asset 900099 152509 152509 L856 Solidarity and other contrib 900099 60977 60977 213486 11122757 11122757 0 0 96596 21900 1269604 1901862 675069 1154091 247797 738619 22909 419719 444850 54083 256812 137014 4461 47807 Per Capita Taxes 2887318 Automobile expense 111947 Meeting & committee exp 58331 Representational expens 44710 90046 10685545 2309974 2311116 2326720 2642792 390401 829451 11971 942607 750528 293033 192079 324751 549652 5644879 6537061 897468 1083179 48305 96382 303007 524189 1248780 1703750 X 4320742 4736485 75357 96826 4396099 4833311 5644879 6537061 437212 0 X 0 1 X 1 0 15950 74247 40128 21900 92475 83651 15750 25154 74247 42294 54457 13100 83651 44043 11912 13641 20 42294 47403 8466 11826 44043 0 0 10676 10676 158781 97819 60962 266655 266655 0 506495 386054 120441 192079 Refundable deposits 12141 Prepaid expense 13918 Right of use, leases 523593 549652 Funds for transmittal payable 596 Lease liabilities 523593 524189 X 11162265 39508 39508 11122757 0 11122757 10725053 39508 39508 10685545 0 10685545 Part V, Line 4: The purpose of the fund is to grant financial aid to members who are in need. Part X, Line 2: Local Union No. 856 is exempt from federal and state income taxes under Internal Revenue Code, Section 501(c)(5), and California Franchise Tax Code, Section 23701a. As a result, no provision for income tax is included in the financial statements. If the tax status for Local 856 changes, the resulting taxes will be reported accordingly. The tax years that remain subject to examination by major tax jurisdictions are tax years that are within five years of the filing of the federal and state income tax returns. Part XI, Line 2d - Other Adjustments: Net assets released from restrictions 39,508. Part XII, Line 2d - Other Adjustments: Net assets released from restrictions 39,508. 1 JR Hoffa Memorial Scholarship Fund 25 Louisiana Ave Washington DC 20001 522206826 3 10000 0 Patron sponsorship of the scholarship fund Donations to members in need of financial assistance, Grants range from $150 to $10,000 each totaling $21,900. 20 21900 Part I, Line 2: Procedures for monitoring the use of grant funds to domestic individuals: Each grant that is made is approved by the Executive Board, and the approval is recorded in the minutes of the Executive Board meeting. X 0 0 0 Peter L Finn Secretary-Treasurer 171856 0 0 0 0 0 27766 0 37628 0 237250 0 0 0 Maria Alvarado President 157741 0 0 0 0 0 23192 0 37628 0 218561 0 0 0 Susanna Farber Vice President 147270 0 0 0 0 0 23192 0 37628 0 208090 0 0 0 Nicole Casey Recording Secretary 136720 0 0 0 0 0 26972 0 37628 0 201320 0 0 0 Javier Lectora Business Agent 132370 0 0 0 0 0 26972 0 37628 0 196970 0 0 0 Juan Escobar Business Agent 139543 0 0 0 0 0 23192 0 31436 0 194171 0 0 0 Matthew Mullany Business Agent 131388 0 0 0 0 0 23192 0 31436 0 186016 0 0 0 Mark Leach Business Agent 126429 0 0 0 0 0 26462 0 31436 0 184327 0 0 0 Jeanette Bradfield Business Agent 108287 0 0 0 0 0 26219 0 31436 0 165942 0 0 0 Natalie Vasquez Sibling of an Officer 41548 Maria Alvarado is an officer of Local 856. Natalie Vasquez, Maria Alvarado's sibling, is employed with Local 856. Her salary for the year 2021 was $41,548. 0 Mauricio Ocegueda Child of an Officer 104396 Maria Alvarado is an officer of Local 856. Mauricio Ocegueda, Maria Alvarado's child, is employed with Local 856. His salary for the year 2021 was $104,396. 0 Luciano Alvarado Sibling of an Officer 99255 Maria Alvarado is an officer of Local 856. Luciano Alvarado, Maria Alvarado's sibling, is employed with Local 856. His salary for the year 2021 was $99,255. 0 Form 990, Part VI, Section A, line 6 The Teamsters Union Local 856 has approximately 16,516 dues paying members/fee payors. Form 990, Part VI, Section A, line 7a The members of Teamsters Union Local 856 elect all of the members of the governing board. Form 990, Part VI, Section A, line 7b Certain decisions made by the governing board are subject to membership approval. These approval votes occur during regular general membership meetings. Form 990, Part VI, Section B, line 11b A copy of the Form 990 was submitted to the principal officer, the Secretary-Treasurer, who makes the Form 990 available to the other Trustees. Form 990, Part VI, Section B, line 12c Discussions and decisions regarding conflicts of interest occur during certain general meetings and Executive Board meetings. Form 990, Part VI, Section B, line 15 In determining compensation for the organization's top management and key employees, comparable data of like organizations is considered and used to determine this compensation, and review of the final determination is completed by the Executive Board. This process was last undertaken during the year 2022. Form 990, Part VI, Section C, line 18 Local 856 makes Form 990 available to the public upon request. Form 990, Part VI, Section C, line 19 Local 856 makes governing documents, policies, and financial statements available to the public upon request, and upon appropriate web-sites.