2024-06-04T13:30:38-07:00 2023-12-31 541345176 JOHN L MATHERLY CPA PO BOX 1423 WAYNESBORO VA 22980 990 2023-01-01 570315637 TEAMSTERS LOCAL UNION NO 509 TEAM 8037966172 2604 FISH HATCHERY ROAD WEST COLUMBIA SC 29172 BRIAN S CLARDY PRESIDENT 8037966172 2024-06-04 true BRIAN CLARDY XXX-XX-XXXX true JOHN L MATHERLY P00188526 5409437147 2024-06-04 X 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z BRIAN S CLARDY 2604 FISH HATCHERY ROAD WEST COLUMBIA SC 29172 3908349 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 23 0 0 0 0 3558521 3728770 236 64708 58251 114871 3617008 3908349 31400 16250 72163 81376 1932433 2178037 0 0 1390156 1424586 3426152 3700249 190856 208100 3692197 3949980 1541 51224 3690656 3898756 TO PROVIDE UNION REPRESENTATION FOR 4,984 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 4,984 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 true 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 0 0 true 23 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 153498 6000 40122 CHARLEY BROOKS VICE-PRESIDENT 60.00 X 141511 0 40122 MICHAEL POWERS SECRETARY-TREASURER 60.00 X 150688 7200 40122 BRIAN MATHIS RECORDING SECRETARY 60.00 X 136045 0 40122 VICTORIA ESCUDERO TRUSTEE 2.00 X 10029 0 0 CHADWICK WILLOUGHBY TRUSTEE 2.00 X 9735 0 0 WILLIAM J CARTEE TRUSTEE/BUSINESS AGENT 60.00 X 141226 0 40122 KENYATA L TRIBBLE BUSINESS AGENT 60.00 X 135884 0 40122 CARLOS McFADDEN BUSINESS AGENT 60.00 X 135786 0 40121 DANIEL GEDDINGS JR BUSINESS AGENT 60.00 X 140948 0 40121 WILLIAM PATTERSON BUSINESS AGENT 60.00 X 141149 0 40121 DANIEL BYRD BUSINESS AGENT 60.00 X 106699 0 40121 REGINA WINKLER OFFICE MANAGER 37.00 X 70334 0 40121 1473532 13200 441337 11 false true false DUES,FEES,ASSESSMENTS 900099 3728770 0 0 3728770 64708 0 64708 19200 19200 19200 19200 REFUNDS & REIMBURSEMENTS 900099 90354 90354 0 0 OTHER REVENUE 900099 5317 5317 0 0 95671 3908349 3843641 0 64708 16250 0 81376 0 1135686 0 0 0 390464 0 0 0 198488 0 0 0 332340 0 0 0 121059 0 0 0 17706 0 0 0 11335 0 0 0 156650 0 0 0 28440 0 0 0 92708 0 0 0 6717 0 0 0 861497 0 0 0 92762 0 0 0 AUTO EXPENSE 91617 0 0 0 PROPERTY TAXES 30121 0 0 0 DUES & OTHER REFUNDS 12073 0 0 0 GIFTS FOR STEWARDS 8700 0 0 0 14260 0 0 0 3700249 0 0 0 2265362 359652 2150810 770867 1426835 1379943 0 2210385 3692197 3949980 0 49368 1541 1856 1541 51224 X 3690656 3898756 3690656 3898756 3692197 3949980 208100 X X false true X true false true true false 0 350414 350414 0 1091737 287344 804393 0 0 0 0 0 357835 319965 37870 0 350824 163558 187266 1379943 CERTIFICATES OF DEPOSIT 2210385 F 2210385 PAYROLL WITHHOLDINGS 1156 OTHER WITHHOLDINGS 700 1856 X 3908349 3908349 3908349 3700249 3700249 3700249 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 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 153498 0 0 0 6000 0 16541 0 23581 0 199620 0 0 0 CHARLEY BROOKS 141511 0 0 0 0 0 16541 0 23581 0 181633 0 0 0 MICHAEL POWERS 150688 0 0 0 7200 0 16541 0 23581 0 198010 0 0 0 BRIAN MATHIS 136045 0 0 0 0 0 16541 0 23581 0 176167 0 0 0 WILLIAM J CARTEE 141226 0 0 0 0 0 16541 0 23581 0 181348 0 0 0 KENYATA L TRIBBLE 135884 0 0 0 0 0 16541 0 23581 0 176006 0 0 0 CARLOS McFADDEN 135786 0 0 0 0 0 16541 0 23581 0 175908 0 0 0 DANIEL GEDDINGS JR 140948 0 0 0 0 0 16541 0 23581 0 181070 0 0 0 WILLIAM PATTERSON 141149 0 0 0 0 0 16541 0 23581 0 181271 0 0 0 Pt VI, Line 6 THE UNION HAD 4,984 DUES-PAYING MEMBERS AT 12/31/23, 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 2023. 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.