2023-11-01T05:19:59-05:00 2022-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2022-01-01 530215427 INTERNATIONAL BROTHERHOOD OF TEAMSTERS INTE 2026246800 25 LOUISIANA AVE NW WASHINGTON DC 20001 FRED ZUCKERMAN GENERAL SECRETARY-TREASURER 2026246800 2023-11-01 1 FRED ZUCKERMAN 999009999 0 LOUIS VERZELLA CPA P00360279 6106689400 2023-10-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z FRED ZUCKERMAN 25 LOUISIANA AVE NW WASHINGTON DC 20001 523449206 0 0320 X WWW.TEAMSTER.ORG X 1903 DC THE OBJECTS OF THIS INTERNATIONAL UNION ARE TO ORGANIZE UNDER ONE BANNER ALL WORKERS ENGAGED IN INDUSTRY; TO EDUCATE THEM TO COOPERATE IN EVERY MOVEMENT WHICH TENDS TO BENEFIT THE ORGANIZATION; AND TO IMPRESS UPON OUR MEMBERSHIP, EMPLOYERS, AND THE PUBLIC THAT IT IS TO THE ADVANTAGE OF ALL CONCERNED THAT WORKERS BE ORGANIZED. THE ORGANIZATION OF OUR INDUSTRY REQUIRES HONEST AND INTELLIGENT MEMBERSHIP, ADAPTED TO THE BUSINESS. WE TEACH OUR MEMBERSHIP THE ADVANTAGE, BENEFITS, AND IMPORTANCE OF THEIR INDUSTRIAL POSITION, AND WE ENDEAVOR TO BUILD-UP AND PERFECT A LABOR ORGANIZATION IN CONFORMITY WITH THE HIGHEST STANDARDS OF OUR AMERICAN AND CANADIAN CITIZENSHIP. WE SEEK TO ENSURE THAT THE CONTRIBUTIONS MADE BY OUR MEMBERS TO IMPROVE THEIR INDUSTRIES ARE RECOGNIZED AND THAT WORKERS RECEIVE THE BENEFITS DERIVED FROM THEIR LABORS IN THE FORM OF REASONABLE HOURS, FAIR WAGES, IMPROVED WORKING CONDITIONS, AND RESPECTFUL TREATMENT BY THEIR EMPLOYERS. 24 0 744 0 0 0 3678966 3405979 190021590 199526234 17927053 34918705 163359 214444 211790968 238065362 1883845 1358358 20871119 20294971 81298317 76383179 0 0 0 56541012 67270621 160594293 165307129 51196675 72758233 509184318 458216623 13303869 24147840 495880449 434068783 X THE OBJECTIVES OF THIS INTERNATIONAL UNION ARE TO ORGANIZE UNDER ONE BANNER ALL WORKERS ENGAGED IN INDUSTRY; TO EDUCATE THEM TO COOPERATE IN EVERY MOVEMENT WHICH TENDS TO BENEFIT THE ORGANIZATION; AND TO IMPRESS UPON OUR MEMBERSHIP, EMPLOYERS, AND THE PUBLIC THAT IT IS TO THE ADVANTAGE OF ALL CONCERNED THAT WORKERS BE ORGANIZED. THE ORGANIZATION OF OUR INDUSTRY REQUIRES HONEST AND INTELLIGENT MEMBERSHIP, ADAPTED TO THE BUSINESS. WE TEACH OUR MEMBERSHIP THE ADVANTAGE, BENEFITS, AND IMPORTANCE OF THEIR INDUSTRIAL POSITION, AND WE ENDEAVOR TO BUILD-UP AND PERFECT A LABOR ORGANIZATION IN CONFORMITY WITH THE HIGHEST STANDARDS OF OUR AMERICAN AND CANADIAN CITIZENSHIP. WE SEEK TO ENSURE THAT THE CONTRIBUTIONS MADE BY OUR MEMBERS TO IMPROVE THEIR INDUSTRIES ARE RECOGNIZED AND THAT WORKERS RECEIVE THE BENEFITS DERIVED FROM THEIR LABORS IN THE FORM OF REASONABLE HOURS, FAIR WAGES, IMPROVED WORKING CONDITIONS, AND RESPECTFUL TREATMENT BY THEIR EMPLOYERS. 0 0 INTERNATIONAL BROTHERHOOD OF TEAMSTERS-TO ORGANIZE ALL WORKERS AND SECURE IMPROVED WAGES, HOURS, WORKING CONDITIONS & OTHER ADVANTAGES THROUGH ORGANIZING & COLLECTIVE BARGAINING. 0 1 1 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 2257 0 744 1 0 1 CA 0 0 0 0 0 0 X 24 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 X INTERNATIONAL BROTHERHOOD OF TEAMSTERS 2026246800 25 LOUISIANA AVE NW WASHINGTON DC 20001 JIM KABELL INTERNATIONAL TRUSTEE (P) 35.00 X 21623 0 9022 KEVIN MOORE INTERNATIONAL TRUSTEE (P) 35.00 X 160947 139944 94889 DENIS TAYLOR INTERNATIONAL TRUSTEE (P) 35.00 X 38990 157955 12064 WILLIE FORD INTERNATIONAL TRUSTEE 35.00 X 67729 141660 71374 DANIEL KANE JR INTERNATIONAL TRUSTEE 35.00 X 85269 145750 100487 VINCENT PERRONE INTERNATIONAL TRUSTEE 35.00 X 67403 142823 84885 JAMES P HOFFA GENERAL PRESIDENT (P) 35.00 X 96126 0 20692 JOHN F MURPHY IBT VICE PRESIDENT - AT LARGE (P) 35.00 X 50082 35267 38594 DANIEL J KANE SR VICE PRESIDENT - EASTERN REGION (P) 35.00 X 45715 14400 14637 FREDRICK P POTTER VICE PRESIDENT - AT LARGE (P) 35.00 X 29883 0 10661 FREDDIE N SIMPSON VICE PRESIDENT - AT LARGE (P) 35.00 X 23808 157345 35272 GEORGE TEDESCHI VICE PRESIDENT - AT LARGE (P) 35.00 X 26255 0 9560 WILLIAM HAMILTON VICE PRESIDENT - EASTERN R 35.00 X 162977 156438 136315 JOHN PALMER IBT AT LARGE VICE PRESIDENT 35.00 X 130141 0 45084 STANLEY J HENNESSY VICE PRESIDENT - CANADA 35.00 X 57043 141949 37222 RICK MIDDLETON WESTERN REGION VICE - PRESIDENT (P) 35.00 X 33864 233300 62088 GEORGE MIRANDA VICE PRESIDENT - AT LARGE (P) 35.00 X 22242 29388 9022 RONALD HERRERA VICE PRESIDENT - TRADE DIV (P) 35.00 X 31465 146975 53032 CRAIG MCINNES VICE PRESIDENT - CANADA 35.00 X 55497 240806 32253 SEAN O'BRIEN GENERAL PRESIDENT 35.00 X 314998 67199 90596 FRED ZUCKERMAN GENERAL SECRETARY-TREASURER 35.00 X 260088 304607 84982 STEVEN VAIRMA IBT AT-LARGE VICE - PRESIDENT (P) 35.00 X 33647 168772 68904 RICHARD KEN HALL GENERAL SECRETARY TREASURER (P) 35.00 X 57855 117612 36397 GREGORY FLOYD IBT AT LARGE VICE PRESIDENT 35.00 X 96682 344944 56222 FRANCOIS LAPORTE VICE PRESIDENT - CANADA 35.00 X 106908 90609 45043 WILLIAM M FRISKY VICE PRESIDENT - CENTRAL REGION (P) 35.00 X 20962 18550 21658 CHARLES A JONES IBT AT LARGE - VICE PRESIDENT 35.00 X 129088 131687 87938 ROBERT KOPYSTYNSKY VICE PRESIDENT - CENTRAL REGION (P) 35.00 X 96859 0 38062 KIMBERLY SCHULTZ VICE PRESIDENT - SOUTHERN REG (P) 35.00 X 20881 0 8813 JAMES AVRAL THOMPSON VICE PRESIDENT - CENTRAL R 35.00 X 99764 125463 66556 RICHARD D HICKS WESTERN REGION VICE - PRESIDENT 35.00 X 86107 210548 103261 DANIEL W AVELYN CENTRAL REGION VICE-PRESIDENT 35.00 X 71856 142306 41646 BRENT TAYLOR SOUTHERN REGION VICE - PRESIDENT 35.00 X 71351 114800 80651 RICHARD TOM ERICKSON CENTRAL REGION VICE-PRESIDENT 35.00 X 71337 160999 89463 MARK DAVISON WESTERN REGION VICE - PRESIDENT 35.00 X 70544 133212 80765 CHRIS GRISWOLD IBT AT-LARGE VICE - PRESIDENT 35.00 X 70446 172180 116299 THOR TEE JOHNSON SOUTHERN REGION VICE - PRESIDENT 35.00 X 70002 183975 29837 JOAN COREY IBT AT-LARGE VICE - PRESIDENT 35.00 X 68609 138175 82958 JUAN CARLOS CAMPOS IBT AT-LARGE VICE - PRESIDENT 35.00 X 68046 188011 137544 PETER LEE FINN WESTERN REGION VICE - PRESIDENT 35.00 X 67570 166792 73350 ROCCO JAMES CALO EASTERN REGION VICE - PRESIDENT 35.00 X 67296 213419 94665 JAMES WRIGHT IBT AT-LARGE VICE - PRESIDENT 35.00 X 67273 140550 87197 MATTHEW TAIBI EASTERN REGION VICE - PRESIDENT 35.00 X 67126 148953 97993 LINDSAY ELIZABETH DOUGHTERY WESTERN REGION VICE - PRESIDENT 35.00 X 31008 221613 111099 BRET CALDWELL INTERNATIONAL REP 35.00 X 221457 0 65911 LAMONT BYRD DEPARTMENT DIRECTOR/SAFETY 35.00 X 249896 0 63917 RICHARD GIBSON STAFF ATTORNEY 35.00 X 216369 0 64403 JOSEPH POLO INTERNATIONAL AUDITOR 35.00 X 191472 0 53842 RONALD SCHWAB ASSISTANT DIRECTOR 35.00 X 227214 0 55981 JOHN K SULLIVAN WATCH ENGINEER 35.00 X 188006 0 47577 JESSE PAUL MILTON WATCH ENGINEER 35.00 X 234097 0 44731 SCOTT HILTON ASST TO THE GST 35.00 X 211614 0 57690 ROBERT COLONE EXE ASST& COUNSEL TO THE GST 35.00 X 246038 106252 80949 BRIAN RAINVILLE EXEC ASST TO THE GP 35.00 X 236511 47840 50990 LINDA BENZER EXECUTIVE SECRETARY TO THE GST 35.00 X 215308 0 54941 DAVID SMITH INTERNATIONAL AUDITOR 35.00 X 196247 0 50979 PATRICIA COLE DEPARTMENT DIRECTOR 35.00 X 193137 0 52759 MICHAEL CAPUTY DEPARTMENT DIRECTOR 35.00 X 191843 0 57196 BRIAN HAIRFIELD INTERNATIONAL AUDITOR 35.00 X 190616 0 53546 LOUIS S BANIECKI INTERNATIONAL AUDITOR 35.00 X 190176 0 54597 JOSEPH FERREIRA TRADE DIVISION DIRECTOR 35.00 X 189556 0 51953 GREGORY UNTERSEHER MANAGER OF PILOT REPRESENTATION 35.00 X 185460 0 51180 PAMELA TURNER DEPARTMENT DIRECTOR 35.00 X 182190 0 55510 JOANNE BATZ LEGAL ASSISTANT/ PARALEGAL 35.00 X 180620 0 52345 PER BERNSTEIN ASSISTANT DIRECTOR 35.00 X 175365 0 54046 ROBERT GRAY WATCH ENGINEER 35.00 X 178265 0 45672 LOUIE BLYDEN DEPARTMENT DIRECTOR 35.00 X 179481 0 47687 CHRISTINE GEGEAR INTERNATIONAL AUDITOR 35.00 X 133565 0 44024 RENEE PESCI INTERNATIONAL AUDITOR 35.00 X 179833 0 53642 8377698 5743068 4075120 152 0 1 0 STRATEGIC ORGANIZING SYSTEMS LLC 848 MADISON ST ALBANY CA 94706 SOFTWARE SUPPORT 1183159 CCCOMPLETE INC 9115 SW OLESON RD STE 203 PORTLAND OR 97223 ELECTION SERVICES-UPS 1153037 BERLINROSEN LTD 15 MAIDEN LANE STE 1600 NEW YORK NY 10038 PROFESSIONAL SERVICES 1022964 ARANDELL CORPORATION PO BOX 405 MENOMONEE FALLS WI 530520405 MAGAZINE PRODUCTION SERVCIES 860932 STRANCH & BRANSTETTER 223 ROSA L PARKS AVE STE 200 NASHVILLE TN 37203 LEGAL SERVICES 793698 43 3405979 3405979 PER CAPITA TAXES AND I 900099 199526234 199526234 199526234 11345040 11345040 113793 113793 30000 0 30000 30000 30000 308956904 605 285379568 4276 23577336 -3671 23573665 23573665 48200 0 48200 48200 OTHER 900099 22451 22451 22451 238065362 199526234 0 35133149 1328358 20000 10000 20294971 9855110 36808361 7221045 18548951 3949712 4685608 394743 146338 12386532 768817 5063754 5079074 2217947 9904802 1039115 12068 10478506 3048498 808381 REIMBURSED SALARIES 7207834 REIMBURSED BENEFITS 2811750 TAXES-SALES, PERSONAL P 1047061 SUBSCRIPTIONS 336072 -166279 165307129 -1231275 -597191 46464259 73069551 367242 655258 21617186 20301328 338515 402597 993641 1532127 82187541 45792107 37510938 36395434 363974865 23323082 301428616 39148947 1705821 509184318 458216623 12319993 16064105 983876 8083735 13303869 24147840 X 495880449 434068783 495880449 434068783 509184318 458216623 X 72758233 -82892438 -51677461 X X 0 1 X 1 1 1 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 PART I-A, LINE 1: DURING THE YEAR IBT MEMBERS AND EMPLOYEES WERE PRESENT AT VARIOUS POLITICAL RALLIES TO SUPPORT VARIOUS CANDIDATES RUNNING FOR POLITICAL OFFICE. THE IBT HAS TWO SEPARATE DEPARTMENTS ASSOCIATED WITH POLITICAL ACTIVITY. THE DEPARTMENT OF FEDERAL LEGISLATION AND REGULATION AND THE DEPARTMENT OF POLITICAL AND LEGISLATIVE ACTION. EMPLOYEES IN BOTH DEPARTMENTS SPEND 91.00% OF THEIR WORK TIME ON POLITICAL ACTIVITIES. APPROXIMATELY 2.00% OF THE IBT OFFICERS WORK TIME IS SPENT ON POLITICAL ACTIVITIES AND APPROXIMATELY 3.00% OF THE IBT EMPLOYEES WORK TIME IS SPENT ON POLITICAL ACTIVITIES. 794117 794117 57598980 27739455 29859525 224829 109363 115466 23569615 17943289 5626326 36395434 COMMON COLLECTIVE TRUST 62159863 F JP MORGAN CORE BOND FUND CLASS R6 73072327 F PIMCO INCOME FUND INSTITUTIONAL 92645659 F WESTERN ASSET CORE BOND FUND 73550767 F 301428616 ACCRUED POSTRETIREMENT HEALTH CARE COSTS 719376 ACCRUED PENSION COST 6095101 LEASE OBLIGATIONS 1269258 8083735 X 154646927 -82892438 -379659 -83272097 237919024 146338 146338 238065362 165160791 0 165160791 146338 146338 165307129 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE INTERNATIONAL UNION AND RECOGNIZE A TAX LIABILITY IF THE INTERNATIONAL UNION 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 INTERNATIONAL UNION 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 INTERNATIONAL UNION. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON FOREIGN CURRENCY EXCHANGE -379,659. 0 0 0 0 0 0 0 0 0 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM CONTRIBUTION 10000 0 0 0 0 0 0 0 PART I, LINE 2: DOCUMENTATION IS MAINTAINED TO SUBSTANTIATE THE AMOUNT OF THE GRANT OR ASSISTANCE AND ANY GRANT IN EXCESS OF $25,000 REQUIRES EXECUTIVE BOARD APPROVAL. PART III ACCOUNTING METHOD: 1 CAPITAL & MAIN 1910 W SUNSET BLVD NO 740 LOS ANGELES CA 90026 810895767 501(C)(3) 25000 0 FINANCIAL SUPPORT GOOD JOBS FIRST 1616 P STREET NW STE 210 WASHINGTON DC 20036 820542649 501(C)(3) 20000 0 FINANCIAL SUPPORT IN SEARCH OF CURE 14551 S RAVINIA AVE APT 2B ORLAND PARK IL 60462 262544021 501(C)(3) 11000 0 FINANCIAL SUPPORT JAMES R HOFFA MEMORIAL SCHOLARSHIP FUND INC 25 LOUISIANA AVE NW WASHINGTON DC 20001 522206826 501(C)(3) 50000 0 FINANCIAL SUPPORT LOS ANGELES ALLIANCE FOR A NEW ECONOMY 464 LUCAS AVENUE SUITE 202 LOS ANGELES CA 90017 954459527 501(C)(3) 76750 0 FINANCIAL SUPPORT MARTORANA STRONG 33 CANCER FOUNDATION 10 PATTER KENNEBUNK ME 04043 853699559 501(C)(3) 10000 0 FINANCIAL SUPPORT NATIONAL MAINTENANCE AGREEMENT LABOR-MANAGEMENT POLICY COMMITTEE 1501 LEE HIGHWAY STE 202 ARLINGTON VA 22209 521289622 501(C)(6) 5500 0 FINANCIAL SUPPORT TEAMSTERS LOCAL 25 AUTISM FUND 544 MAIN STREET BOSTON MA 02129 870807208 501(C)(3) 35000 0 FINANCIAL SUPPORT TEAMSTERS NATIONAL BLACK CAUCUS PO BOX 16707 MEMPHIS TN 38186 351827988 501(C)(10) 25000 0 FINANCIAL SUPPORT THE AMERICAN ANTITRUST INSTITUTE 1025 CONNECTICUT AVE NW STE 1000 WASHINGTON DC 20036 522093834 501(C)(3) 7500 0 FINANCIAL SUPPORT THE PEGGY BROWING FUND 100 S BROAD STREET STE 1208 PHILADELPHIA PA 19103 232887086 501(C)(3) 10000 0 FINANCIAL SUPPORT 13 2 FINANCIAL ASSITANCE 2 20000 PART I, LINE 2: DOCUMENTATION IS MAINTAINED TO SUBSTANTIATE THE AMOUNT OF THE GRANT OR ASSISTANCE AND ANY GRANT IN EXCESS OF $25,000 REQUIRES EXECUTIVE BOARD APPROVAL. X X X 1 1 X 0 0 0 FRED ZUCKERMAN GENERAL SECRETARY-TREASURER 166295 32390 0 0 93793 272217 32677 1040 27095 24170 319860 329817 0 0 GREGORY FLOYD IBT AT LARGE VICE PRESIDENT 89002 330020 0 0 7680 14924 17489 18153 20580 0 134751 363097 0 0 SEAN O'BRIEN GENERAL PRESIDENT 206814 67103 0 0 108184 96 40639 7596 38679 3682 394316 78477 0 0 WILLIAM HAMILTON VICE PRESIDENT - EASTERN R 147638 156438 0 0 15339 0 29011 55043 20580 31681 212568 243162 0 0 ROBERT COLONE EXE ASST& COUNSEL TO THE GST 166295 27254 0 0 79743 78998 32677 799 23303 24170 302018 131221 0 0 RICHARD D HICKS WESTERN REGION VICE - PRESIDENT 78488 193717 0 4623 7619 12208 15423 41554 20802 25482 122332 277584 0 0 KEVIN MOORE INTERNATIONAL TRUSTEE (P) 145757 136320 0 0 15190 3624 28641 17888 22080 26280 211668 184112 0 0 JUAN CARLOS CAMPOS IBT AT-LARGE VICE - PRESIDENT 61911 174415 0 5958 6135 7638 12166 71861 17446 36071 97658 295943 0 0 ROCCO JAMES CALO EASTERN REGION VICE - PRESIDENT 61911 206346 0 0 5385 7073 12166 27004 17150 38345 96612 278768 0 0 LINDSAY ELIZABETH DOUGHTERY WESTERN REGION VICE - PRESIDENT 27755 221213 0 0 3253 400 5454 66714 17446 21485 53908 309812 0 0 CHRIS GRISWOLD IBT AT-LARGE VICE - PRESIDENT 64564 170649 0 650 5882 881 12687 55289 17150 31173 100283 258642 0 0 CHARLES A JONES IBT AT LARGE - VICE PRESIDENT 116203 120887 0 0 12885 10800 22834 19876 20580 24648 172502 176211 0 0 BRIAN RAINVILLE EXEC ASST TO THE GP 165097 47840 0 0 71414 0 32442 0 18548 0 287501 47840 0 0 DANIEL KANE JR INTERNATIONAL TRUSTEE 78488 145750 0 0 6781 0 15423 47959 20580 16525 121272 210234 0 0 RICK MIDDLETON WESTERN REGION VICE - PRESIDENT (P) 30964 232650 0 650 2900 0 6085 27997 5145 22861 45094 284158 0 0 CRAIG MCINNES VICE PRESIDENT - CANADA 55497 221115 0 0 0 19691 10905 0 18561 2787 84963 243593 0 0 RICHARD TOM ERICKSON CENTRAL REGION VICE-PRESIDENT 65890 132566 0 0 5447 28433 12947 41288 17150 18078 101434 220365 0 0 MATTHEW TAIBI EASTERN REGION VICE - PRESIDENT 61911 148953 0 0 5215 0 12166 42260 17150 26417 96442 217630 0 0 LAMONT BYRD DEPARTMENT DIRECTOR/SAFETY 203750 0 0 0 46146 0 40037 0 23880 0 313813 0 0 0 PETER LEE FINN WESTERN REGION VICE - PRESIDENT 61911 155392 0 0 5659 11400 12166 4574 17298 39312 97034 210678 0 0 VINCENT PERRONE INTERNATIONAL TRUSTEE 61911 127863 0 0 5492 14960 12166 31016 17150 24553 96719 198392 0 0 JAMES WRIGHT IBT AT-LARGE VICE - PRESIDENT 61911 140550 0 0 5362 0 12166 0 18525 56506 97964 197056 0 0 JAMES AVRAL THOMPSON VICE PRESIDENT - CENTRAL R 88384 113949 0 0 11380 11514 17367 4144 20876 24169 138007 153776 0 0 JOAN COREY IBT AT-LARGE VICE - PRESIDENT 61911 137863 0 0 6698 312 12166 24684 17446 28662 98221 191521 0 0 BRET CALDWELL INTERNATIONAL REP 208557 0 0 0 12900 0 40981 0 24930 0 287368 0 0 0 MARK DAVISON WESTERN REGION VICE - PRESIDENT 64564 133212 0 0 5980 0 12687 27414 17372 23292 100603 183918 0 0 THOR TEE JOHNSON SOUTHERN REGION VICE - PRESIDENT 64564 145253 0 0 5438 38722 12687 0 17150 0 99839 183975 0 0 RONALD SCHWAB ASSISTANT DIRECTOR 172526 0 0 0 54688 0 33901 0 22080 0 283195 0 0 0 RICHARD GIBSON STAFF ATTORNEY 205206 0 0 0 11163 0 40323 0 24080 0 280772 0 0 0 WILLIE FORD INTERNATIONAL TRUSTEE 61911 140186 0 0 5818 1474 12166 17888 17150 24170 97045 183718 0 0 JESSE PAUL MILTON WATCH ENGINEER 115273 0 0 0 118824 0 22651 0 22080 0 278828 0 0 0 STEVEN VAIRMA IBT AT-LARGE VICE - PRESIDENT (P) 30964 152228 0 0 2683 16544 6085 29760 5145 27914 44877 226446 0 0 LINDA BENZER EXECUTIVE SECRETARY TO THE GST 164972 0 0 0 50336 0 32417 0 22524 0 270249 0 0 0 SCOTT HILTON ASST TO THE GST 179716 0 0 0 31898 0 35314 0 22376 0 269304 0 0 0 BRENT TAYLOR SOUTHERN REGION VICE - PRESIDENT 65890 114800 0 0 5461 0 12947 26288 17224 24192 101522 165280 0 0 DANIEL W AVELYN CENTRAL REGION VICE-PRESIDENT 65890 114408 0 5506 5966 22392 12947 9709 17150 1840 101953 153855 0 0 MICHAEL CAPUTY DEPARTMENT DIRECTOR 178705 0 0 0 13138 0 35116 0 22080 0 249039 0 0 0 DAVID SMITH INTERNATIONAL AUDITOR 147703 0 0 0 48544 0 29024 0 21955 0 247226 0 0 0 PATRICIA COLE DEPARTMENT DIRECTOR 154881 0 0 0 38256 0 30434 0 22325 0 245896 0 0 0 JOSEPH POLO INTERNATIONAL AUDITOR 160130 0 0 0 31342 0 31466 0 22376 0 245314 0 0 0 LOUIS S BANIECKI INTERNATIONAL AUDITOR 163976 0 0 0 26200 0 32221 0 22376 0 244773 0 0 0 BRIAN HAIRFIELD INTERNATIONAL AUDITOR 160130 0 0 0 30486 0 31466 0 22080 0 244162 0 0 0 FRANCOIS LAPORTE VICE PRESIDENT - CANADA 106908 61925 0 7711 0 20973 21007 0 18600 5436 146515 96045 0 0 JOSEPH FERREIRA TRADE DIVISION DIRECTOR 177117 0 0 0 12439 0 34803 0 17150 0 241509 0 0 0 PAMELA TURNER DEPARTMENT DIRECTOR 168621 0 0 0 13569 0 33134 0 22376 0 237700 0 0 0 GREGORY UNTERSEHER MANAGER OF PILOT REPRESENTATION 173181 0 0 0 12279 0 34030 0 17150 0 236640 0 0 0 STANLEY J HENNESSY VICE PRESIDENT - CANADA 55497 118678 0 3835 1546 19436 10905 0 18563 7754 86511 149703 0 0 JOHN K SULLIVAN WATCH ENGINEER 119679 0 47164 0 21163 0 23517 0 24060 0 235583 0 0 0 RENEE PESCI INTERNATIONAL AUDITOR 154536 0 0 0 25297 0 30366 0 23276 0 233475 0 0 0 JOANNE BATZ LEGAL ASSISTANT/ PARALEGAL 148708 0 0 0 31912 0 29221 0 23124 0 232965 0 0 0 RONALD HERRERA VICE PRESIDENT - TRADE DIV (P) 28718 134298 0 0 2747 12677 5643 11325 5145 30919 42253 189219 0 0 PER BERNSTEIN ASSISTANT DIRECTOR 161168 0 0 0 14197 0 31670 0 22376 0 229411 0 0 0 LOUIE BLYDEN DEPARTMENT DIRECTOR 137949 0 0 0 41532 0 27107 0 20580 0 227168 0 0 0 ROBERT GRAY WATCH ENGINEER 120062 0 45262 0 12941 0 23592 0 22080 0 223937 0 0 0 FREDDIE N SIMPSON VICE PRESIDENT - AT LARGE (P) 21198 157345 0 0 2610 0 4165 25962 5145 0 33118 183307 0 0 RICHARD KEN HALL GENERAL SECRETARY TREASURER (P) 52620 109212 0 0 5235 8400 10340 0 5395 20662 73590 138274 0 0 DENIS TAYLOR INTERNATIONAL TRUSTEE (P) 35214 153755 0 0 3776 4200 6919 0 5145 0 51054 157955 0 0 CHRISTINE GEGEAR INTERNATIONAL AUDITOR 123472 0 0 0 10093 0 24262 0 19762 0 177589 0 0 0 JOHN PALMER IBT AT LARGE VICE PRESIDENT 117066 0 0 0 13075 0 23004 0 22080 0 175225 0 0 0 PART I, LINE 1A THE GENERAL PRESIDENT, THE GENERAL SECRETARY-TREASURER, THE EXECUTIVE ASSISTANT & COUNSEL TO THE GST AND THE EXECUTIVE ASSISTANT TO THE GP ARE PROVIDED HOUSING, THE FAIR VALUE IS INCLUDED ON THEIR W-2. EMPLOYEES RECEIVE A FICA MATCH WHICH IS A GROSS-UP PAYMENT INCLUDED ON THEIR W-2. FORM 990, PART VI, SECTION A, LINE 6 THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS (IBT) IS A MEMBERSHIP ORGANIZATION. MEMBERSHIP TO THE ORGANIZATION IS DISCUSSED IN ARTICLE II, SECTION 2(A) OF ITS BY-LAWS WHICH ARE LOCATED ON IBT'S WEB-SITE WWW.TEAMSTER.ORG. FORM 990, PART VI, SECTION A, LINE 7A ELECTION OF OFFICERS AND DELEGATES OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS (IBT) IS DISCUSSED IN ARTICLE IV OF ITS BY-LAWS WHICH ARE LOCATED ON IBT'S WEB-SITE WWW.TEAMSTER.ORG. FORM 990, PART VI, SECTION B, LINE 11B THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT WHO THEN FORWARDS THE COMPLETED RETURN TO IBT'S GENERAL-SECRETARY TREASURER FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS MONITORS ITS CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: LOSS ON FOREIGN CURRENCY EXCHANGE -379,659. OTHER PENSION AND RETIREMENT ADJUSTMENT -51,297,802. FORM 990, PART XII, LINE 2C: THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS (IBT)FINANCIAL STATEMENTS WERE AUDITED AS PART OF A CONSOLIDATED STATEMENT. IBT'S OFFICERS ARE RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT. NO CHANGE TO THE PROCESS WAS MADE FROM THE PRIOR YEAR. THE COMMITTEE FOR DEMOREPINDEPENDENT VOTER EDUCATION (DRIVE) 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 530261255 POLITICAL ACTION COMMITTEE DC SECTION 527 0 THE TEAMSTER AFFILIATES PENSION PLAN 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 526128127 PENSION FUND DC 401(A)/501(A) 0 RETIREMENT AND FAMILY PROTECTION PLAN 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 530215427 PENSION FUND DC 401(A)/501(A) 0 TEAMSTERS NATIONAL 401(K) SAVINGS PLAN 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 521967784 PENSION FUND DC 401(A)/501(A) 0 INTERNATIONAL BROTHERHOOD OF TEAMSTERS VOLUNTARY EMPLOYEE BENEFITS TRUST 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 016196051 VEBA TRUST DC 501(C)(9) 0 TEAMSTER DISASTER RELIEF FUND 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 521790540 CHARITABLE RELIEF FUND DC 501(C)(3) 170(B)(1)(A)(VI) 0 INTERNATIONAL BROTHERHOOD OF TEAMSTERS SUPPLEMENTAL BENEFITS TRUST 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 200412571 SUPPLEMENTAL BENEFITS TRUST DC 501(C)(5) 0 TEAMSTERS EDUCATION AND MOBILIZATION FUND 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 262912925 POLITICAL ACTION COMMITTEE DC SECTION 527 0 TEAMSTERS LEGAL DEFENSE TRUST 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 263361356 LEGAL DEFENSE FUND DC 501(C)(9) 0 JLMC TEAMSTERS VOLUNTARY EMPLOYEE BENEFITS TRUST 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 274722755 VEBA TRUST DC 501(C)(4) 0 TEAMSTER FLORIDA CCE 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 270765573 POLITICAL ACTION COMMITTEE FL SECTION 527 0 TEAMSTERS NATIONAL HEADQUARTERS BUILDING CORPORATION 25 LOUISIAN AVENUE NW WASHINGTON DC 20001 530226398 BUILDING CORPORATION DC INTERNATIONAL BROTHERHOOD OF TEAMSTERS C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 INTERNATIONAL BROTHERHOOD OF TEAMSTERS VOLUNTARY EMPLOYEE BENEFITS TRUST Q 286565 FMV INTERNATIONAL BROTHERHOOD OF TEAMSTERS SUPPLEMENTAL BENEFITS TRUST Q 186809 FMV THE TEAMSTER AFFILIATES PENSION PLAN Q 876464 FMV RETIREMENT AND FAMILY PROTECTION PLAN Q 292893 FMV