2024-07-19T12:16:21-05:00 2023-12-31 943089756 REUBEN E PRICE & CO CPAS 1 Crow Canyon Court San Ramon CA 94583 990 2023-01-01 941211646 International Brotherhood of 856 TCWH Freight Checkers Clerical INTE 6506350111 453 San Mateo Avenue San Bruno CA 94066 Peter Finn Secretary-Treasurer 6506350111 2024-07-19 1 Peter Finn 999009999 0 Rich Price P01479540 4159823556 2024-07-17 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z Peter Finn 453 San Mateo Avenue San Bruno CA 94066 11547746 0 X www.teamsters856.org X Labor Union 1949 CA Labor Union 7 2 44 0 0 0 0 0 10892236 11445566 17035 85912 213486 16268 11122757 11547746 118496 185180 0 0 5248423 5718954 0 0 0 5318626 5666475 10685545 11570609 437212 -22863 6537061 7650953 1703750 1589401 4833311 6061552 Labor Union 0 0 Representation of Union Members 0 0 1 0 0 0 0 0 1 1 0 0 0 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 44 1 0 0 0 0 0 0 0 0 0 0 X 7 2 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 Marian Wilhite Trustee 1.00 X 1500 0 0 John Johnson Trustee 1.00 X 6000 0 0 Veronica Diaz Trustee 1.00 X 119557 0 63443 Peter L Finn Secretary-Treasurer 40.00 X 170535 0 74660 Maria Alvarado President 40.00 X 165195 0 70262 Nicole Casey Recording Secretary 40.00 X 135725 0 73897 Susanna Farber Vice President 40.00 X 145766 0 70262 Javier Lectora Business Agent 40.00 X 127402 0 73897 Matthew Mullany Business Agent 40.00 X 130748 0 63806 Juan Escobar Business Agent 40.00 X 140153 0 63806 Richard Andazola Business Agent 40.00 X 149409 0 67441 Christian Castro Business Agent 40.00 X 138799 0 67333 1430789 0 688807 10 0 1 0 Matthew J Finnegan 116 South State St Ukiah CA 95482 Legal 213480 1 Member dues & ass'ts 900099 11445566 11445566 11445566 85912 85912 1000 0 1000 1000 1000 L856 Solidarity and other contrib 900099 15268 15268 15268 11547746 11547746 0 0 172630 12550 2119596 1879608 622306 836408 261036 741947 22909 270675 428124 264618 220493 6067 47455 Per Capita Taxes 3248029 Automobile expense 121381 Meeting & committee exp 94337 Representational expens 82175 118265 11570609 2311116 2926646 2642792 2728702 829451 1093524 11971 17974 1960546 1345793 192079 614753 549652 269354 6537061 7650953 1083179 1272842 96382 73590 524189 242969 1703750 1589401 X 4736485 6020639 96826 40913 4833311 6061552 6537061 7650953 X -22863 1251104 X 0 1 X 1 0 14720 92475 3046 55050 20 40451 74247 40128 21900 92475 83651 15750 25154 74247 42294 54457 13100 83651 44043 11912 13641 20 42294 1.00000 0 0 388976 388976 715080 594837 120243 266655 266655 0 589835 484301 105534 614753 Lease liabilities, operating leases 168095 Lease liabilities, financing leases 74874 242969 X 11618927 71181 71181 11547746 0 11547746 11641790 71181 71181 11570609 0 11570609 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. However, Local Union No. 856 did receive $1,000 of rental income and made political contributions which results in requiring the filing of a Form 1120-POL which is filed with this Form 990. As a result, a provision for income tax in the amount of $189.00 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 71,181. Part XII, Line 2d - Other Adjustments: Net assets released from restrictions 71,181. 1 Teamsters Scholarship Fund 25 Louisiana Ave Washington DC 20001 882958574 3 75000 0 Donation All Charities Teamsters 7730 Pardee Lane Oakland CA 94621 943039754 3 18000 0 Donation San Mateo Central Labor Council 1710 S Amphlett Blvd 306 San Mateo CA 94402 940376370 5 17762 0 Donation Teamsters Local 25 Autism Fund 544 Main Street Boston MA 02129 870807208 3 10000 0 Donation Working Families Organization 77 Sands St 6 Brooklyn NY 11201 204994004 3 10000 0 Donation Donations to members in need of financial assistance, grants range from $200 to $1,000 each totaling $12,550. 20 12550 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 170535 0 0 0 0 0 35348 0 39312 0 245195 0 0 0 Maria Alvarado President 165195 0 0 0 0 0 30950 0 39312 0 235457 0 0 0 Richard Andazola Business Agent 149409 0 0 0 0 0 34585 0 32856 0 216850 0 0 0 Susanna Farber Vice President 145766 0 0 0 0 0 30950 0 39312 0 216028 0 0 0 Nicole Casey Recording Secretary 135725 0 0 0 0 0 34585 0 39312 0 209622 0 0 0 Christian Castro Business Agent 138799 0 0 0 0 0 34477 0 32856 0 206132 0 0 0 Juan Escobar Business Agent 140153 0 0 0 0 0 30950 0 32856 0 203959 0 0 0 Javier Lectora Business Agent 127402 0 0 0 0 0 34585 0 39312 0 201299 0 0 0 Matthew Mullany Business Agent 130748 0 0 0 0 0 30950 0 32856 0 194554 0 0 0 Veronica Diaz Trustee 119557 0 0 0 0 0 34045 0 29398 0 183000 0 0 0 Mauricio Ocegueda Child of an Officer 108621 Maria Alvarado is an officer of Local 856. Mauricio Ocegueda, Maria Alvarado's child, is employed with Local 856. His salary for the year 2023 was $108,621. 0 Luciano Alvarado Sibling of an Officer 102028 Maria Alvarado is an officer of Local 856. Luciano Alvarado, Maria Alvarado's sibling, is employed with Local 856. His salary for the year 2023 was $102,028. 0 Form 990, Part VI, Section A, line 6 The Teamsters Union Local 856 has approximately 21,834 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. Form 990, Part XI, line 9: Increase in net assets from the merger of Local 890 into Local 856. 1,251,104.