FURP.ORG / PUBLIC DATA EXPLORER

INTERNATIONAL BROTHERHOOD OF TEAMSTERS: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL BROTHERHOOD OF TEAMSTERS (EIN 23-1693676)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-01
IRS object ID
202123059349301787
Schema version
2020v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-01T15:19:43-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232872012PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KOSMERL & COMPANY PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1535 N 5TH STAddressLine1Txt
CityREADINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19601ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231693676EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TEAMSTERS LOCAL NO 500BusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTEAMBusinessNameControlTxt
Phone2152919540PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13460 NORTH DELAWARE AVE SUITE 301AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19134ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM A FITZGERALDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2152919540PhoneNum
Signature2021-10-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIANPersonFirstNm
Person LastFITZGERALSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOHN C KOSMERL CPAPreparerPersonNm
PTINP00476607PTIN
Phone6103725815PhoneNum
Preparation2021-11-01PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerWILLIAM A FITZGERALDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13460 NORTH DELAWARE AVEAddressLine1Txt
Address Line23460 NORTH DELAWARE AVEAddressLine2Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19134ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$960,175GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.TEAMSTERS500.ORGWebsiteAddressTxt
Type Of Organization OtherYes (X)TypeOfOrganizationOtherInd
Other Organization DscLABOR UNIONOtherOrganizationDsc
Formation1968FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionLABOR UNIONActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent1VotingMembersIndependentCnt
Total Employee14TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$1,024,198PYProgramServiceRevenueAmt
CY Program Service Revenue$941,550CYProgramServiceRevenueAmt
PY Investment Income$3,984PYInvestmentIncomeAmt
CY Investment Income$9,211CYInvestmentIncomeAmt
PY Other Revenue$15,212PYOtherRevenueAmt
CY Other Revenue$9,414CYOtherRevenueAmt
PY Total Revenue$1,043,394PYTotalRevenueAmt
CY Total Revenue$960,175CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$483,045PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$465,384CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$324,556PYOtherExpensesAmt
CY Other Expenses$318,151CYOtherExpensesAmt
PY Total Expenses$807,601PYTotalExpensesAmt
CY Total Expenses$783,535CYTotalExpensesAmt
PY Revenues Less Expenses$235,793PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$176,640CYRevenuesLessExpensesAmt
Total Assets BOY$1,136,329TotalAssetsBOYAmt
Total Assets EOY$1,312,969TotalAssetsEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,136,329NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,312,969NetAssetsOrFundBalancesEOYAmt
MissionLABOR UNIONMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
DescTO ORGANIZE WORKERS & TO SECURE IMPROVED WAGES, HOURS, WORKING CONDITIONS & OTHER ECONOMIC ADVANTAGES THROUGH ORGANIZATION, NEGOTIATIONS & COLLECTIVE BARGAINING.Desc
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Subject To Proxy TaxYes (true)SubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document3IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee14EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member1IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyfalseConflictOfInterestPolicyInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonSECRETARYTREASURERPersonNm
Phone2152919540PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13460 DELAWARE AVEAddressLine1Txt
Address Line2SUITE 301AddressLine2Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19134ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
WILLIAM A FITZGERALD
PRESIDENT50.00Yes (X)$75,920$0$74,780
FRANKLIN J GALLAGHER
VP6.00Yes (X)$2,400$0$2,155
FLOYD D MASON
RECORDING SE2.00Yes (X)$0$0$0
DOUGLAS EDWARDS
SEC/TREASURE50.00Yes (X)$75,920$0$74,780
WILLIAM N DANOS
TRUSTEE6.00Yes (X)$3,762$0$4,160
PEDRO PEREZ
TRUSTEE6.00Yes (X)$2,600$0$1,408
KENNETH D BARE
TRUSTEE2.00Yes (X)$3,200$0$2,893
FieldValueIRS element (for citing)
Total Reportable Comp From Org$163,802TotalReportableCompFromOrgAmt
Total Other Compensation$160,176TotalOtherCompensationAmt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescDUES & ASSESMENTSDesc
Total Revenue Column$941,550TotalRevenueColumnAmt
Related Or Exempt Func Income$941,550RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$941,550TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,211TotalRevenueColumnAmt
Exclusion$9,211ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
REIM. EXPS. - 500 PAC$5,510$5,510
REIM. EXPS. - MISCELLANEOUS$3,904$3,904
FieldValueIRS element (for citing)
Other Revenue Total$9,414OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$960,175TotalRevenueColumnAmt
Related Or Exempt Func Income$950,964RelatedOrExemptFuncIncomeAmt
Exclusion$9,211ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$163,802TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$57,864TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$146,176TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$79,488TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$18,054TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$37,137TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,100TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$25,620TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$26,344TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$385TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$183,834TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,756TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
ELECTION EXPENSES$11,047
ARBITRATION$8,350
TELEPHONE$8,051
CONTRIBUTIONS$3,670

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,857TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$783,535TotalAmt
Program Services$0ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,132,399BOYAmt
EOY$1,309,039EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$60,485LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$60,485LandBldgEquipAccumDeprecAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,930BOYAmt
EOY$3,930EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,136,329BOYAmt
EOY$1,312,969EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,136,329BOYAmt
EOY$1,312,969EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,136,329BOYAmt
EOY$1,312,969EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,136,329BOYAmt
EOY$1,312,969EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$176,640ReconcilationRevenueExpnssAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues NondedYes (true)SubstantiallyAllDuesNondedInd
Only In House LobbyingYes (true)OnlyInHouseLobbyingInd
Agree Carryover Prior YearfalseAgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$29,998OtherCostOrOtherBasisAmt
Depreciation$29,998DepreciationAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$30,487OtherCostOrOtherBasisAmt
Depreciation$30,487DepreciationAmt
FieldValueIRS element (for citing)
Total Rev Etc Audited Fincl Stmt$956,271TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$956,271RevenueSubtotalAmt
Other Revenues Not Included$3,904OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$3,904RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$960,175TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$779,631TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$779,631ExpensesSubtotalAmt
Other Expenses Not Included$3,904OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$3,904ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$783,535TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 4, PART XI, LINE 4BREIMBURSED EXPENSES - NETTED 3,904
SCHEDULE D, PAGE 4, PART XII, LINE 4BREIMBURSED EXPENSES NETTED 3,904

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
WILLIAM A FITZGERALD
PRESIDENT$75,920$48,885$25,895$150,700
DOUGLAS EDWARDS
SEC/TREASURER$75,920$48,885$25,895$150,700

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 6THE LOCAL IS A MEMBERSHIP ORGANIZATION. MEMBERSHIP IS DESCRIBED IN THE LOCAL'S BY-LAWS WHICH ARE APPROVED BY THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS AND ARE AVAILABLE UPON REQUEST.
FORM 990, PAGE 6, PART VI, LINE 7AAS A LOCAL UNION THERE ARE PERIODIC ELECTIONS THAT ALL QUALIFIED MEMBERS OF THE LOCAL CAN PARTICIPATE IN.
FORM 990, PAGE 6, PART VI, LINE 11BTHE FORM 990 IS PREPARED BY THE LOCAL'S INDEPENDANT CERTIFIED PUBLIC ACCOUNTING FIRM. IT IS THEN FORWARDED TO THE LOCAL FOR REVIEW AND SIGNATURE BY AN OFFICER.
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE BOARD REVIEW PAY SCALES AND BENEFIT PACKAGES FOR ALL STAFF AT EXECUTIVE BOARD MEETINGS WITH WRITTEN MINUTES AS SUBSTANTIATION OF ACTIONS TAKEN.
FORM 990, PAGE 6, PART VI, LINE 15BTHE EXECUTIVE BOARD REVIEW PAY SCALES AND BENEFIT PACKAGES FOR ALL STAFF AT EXECUTIVE BOARD MEETINGS WITH WRITTEN MINUTES AS SUBSTANTIATION OF ACTIONS TAKEN.
FORM 990, PAGE 6, PART VI, LINE 19GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC ON REQUEST. A TRUSTEES REPORT SUMMARIZING THE MONTHLY REVENUES AND EXPENDITURES ARE REVIEWED AT MONTHLY UNION MEETINGS. THE TRUSTEES REPORT IS ALSO FILED WITH THE PARENT ORGANIZATION - THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS.
FORM 990, PART XI, LINE 9REIMBURSED EXPENSES - NETTED -3,904 REIMBURSED EXPENSES NETTED 3,904