INTERNATIONAL BROTHERHOOD OF TEAMSTERS: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL BROTHERHOOD OF TEAMSTERS (EIN 39-0140155)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-18
- IRS object ID
- 201632319349300733
- Schema version
- 2015v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-18T14:39:04-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390747409 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REILLY PENNER & BENTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1233 NORTH MAYFAIR ROAD SUITE 302 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532263255 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 390140155 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL BROTHERHOOD OF TEAMSTERS | BusinessNameLine1Txt |
| Business Name Line2 | JOINT COUNCIL 39 C/O LOCAL NO 200 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 4147713636 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6200 W BLUEMOUND ROAD | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53213 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WAYNE SCHULTZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4147713636 | PhoneNum |
| Signature | 2016-07-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS G WIELAND | PreparerPersonNm |
| PTIN | P00036335 | PTIN |
| Phone | 4142717800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WAYNE SCHULTZ | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1314 N STOUGHTON ROAD | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $668,014 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Other | Yes (X) | TypeOfOrganizationOtherInd |
| Other Organization Dsc | LABOR ORGANIZATION | OtherOrganizationDsc |
| Formation | 1972 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE NEGOTIATIONS AND COLLECTIVE BARGAINING, PROFESSIONAL SERVICES, PUBLICATION OF A BIMONTHLY NEWSPAPER, BENEFITS TO MEMBERS & OTHER LABOR ACTIVITIES FOR THE BENEFIT OF LOCAL UNIONS UNDER THE JOINT COUNCIL | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 21 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $657,645 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $649,886 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,705 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,493 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,395 | PYOtherRevenueAmt |
| CY Other Revenue | $10,635 | CYOtherRevenueAmt |
| PY Total Revenue | $681,745 | PYTotalRevenueAmt |
| CY Total Revenue | $668,014 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,600 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $12,348 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $222,884 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $180,536 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $106,249 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $103,959 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $364,207 | PYOtherExpensesAmt |
| CY Other Expenses | $343,758 | CYOtherExpensesAmt |
| PY Total Expenses | $705,940 | PYTotalExpensesAmt |
| CY Total Expenses | $640,601 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$24,195 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $27,413 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,111,769 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,136,463 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,248,941 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,135,836 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$1,137,172 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$999,373 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE NEGOTIATIONS AND COLLECTIVE BARGAINING, PROFESSIONAL SERVICES, PUBLICATION OF A BIMONTHLY NEWSPAPER, BENEFITS TO MEMBERS & OTHER LABOR ACTIVITIES FOR THE BENEFIT OF LOCAL UNIONS UNDER THE JOINT COUNCIL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDE NEGOTIATIONS AND COLLECTIVE BARGAINING, PROFESSIONAL SERVICES, PUBLICATIONS OF A BIMONTHLY NEWSPAPER, BENEFITS TO MEMBERS AND OTHER LABOR ACTIVITIES FOR THE BENEFIT OF LOCAL UNIONS UNDER THE JOINT COUNCIL | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 21 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS MILLONZI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4147716363 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6200 W BLUEMOUND ROAD | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53213 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|
| WAYNE SCHULTZ | |||||||
| PRESIDENT | 10.00 | Yes (X) | Yes (X) | $13,200 | $0 | $3,864 | |
| THOMAS MILLONZI | |||||||
| SECRETARY-TREASURER | 5.00 | Yes (X) | Yes (X) | $7,600 | $0 | $3,849 | |
| DAVID BRUGGER | |||||||
| VICE-PRESIDENT | 1.00 | Yes (X) | Yes (X) | $4,800 | $0 | $4,679 | |
| PATRICK TAPPA | |||||||
| RECORDING SECRETARY | 2.00 | Yes (X) | Yes (X) | $6,000 | $0 | $1,339 | |
| JOHN KAISER | |||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $5,600 | $0 | $3,874 | |
| THOMAS BENNETT | |||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $4,000 | $0 | $2,114 | |
| RICK SKUTAK | |||||||
| TRUSTEE | 1.00 | Yes (X) | Yes (X) | $5,600 | $0 | $2,920 | |
| TONY CORNELIUS | |||||||
| FORMER PRESIDENT | 0.00 | $33,667 | $0 | $0 | Yes (X) | ||
| DAVID REARDON | |||||||
| FORMER SECRETARY TREASURER | 0.00 | $37,559 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $118,026 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $22,639 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLDON LAW FIRM LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3541 N SUMMIT AVENUE | AddressLine1Txt |
| City | SHOREWOOD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEGAL | ServicesDesc |
| Compensation | $244,845 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PER CAPITA TAXES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $649,886 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $649,886 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $649,886 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,493 | TotalRevenueColumnAmt |
| Exclusion | $7,493 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RETIREE INSURANCE PREM | 900099 | $10,320 | $10,320 |
| MISC. REIMBURSEMENTS F | 900099 | $315 | $315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,635 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $668,014 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $660,521 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,493 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,348 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,536 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,800 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,400 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,759 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,845 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,600 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,489 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,139 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,416 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,452 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| INSURANCE | $2,160 |
| ADMINISTRATIVE EXPENSE | $464 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,093 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $640,601 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,813 | BOYAmt |
| EOY | $602,223 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,882 | BOYAmt |
| EOY | $337,875 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,447 | BOYAmt |
| EOY | $54,273 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,240 | BOYAmt |
| EOY | $5,483 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $104,905 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $81,461 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,896 | BOYAmt |
| EOY | $23,444 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,783 | BOYAmt |
| EOY | $110,457 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,708 | BOYAmt |
| EOY | $2,708 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,111,769 | BOYAmt |
| EOY | $1,136,463 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,991 | BOYAmt |
| EOY | $25,597 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,223,950 | BOYAmt |
| EOY | $2,110,239 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,248,941 | BOYAmt |
| EOY | $2,135,836 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,137,172 | BOYAmt |
| EOY | -$999,373 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,137,172 | BOYAmt |
| EOY | -$999,373 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,111,769 | BOYAmt |
| EOY | $1,136,463 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $27,413 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,326 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $113,712 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Political Expenditures | $2,500 | PoliticalExpendituresAmt |
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION CONTRIBUTED TO THE WISCONSIN TEAMSTERS JOINT COUNCIL NO. 39 POLITICAL ACTION COMMITTEE. THE COMMITTEE CONTRIBUTES TO THE CAMPAIGNS OF INDIVIDUALS RUNNING FOR OFFICE AT THE STATE AND LOCAL LEVELS WHOM THE COMMITTEE FEELS WILL BEST SERVE THE INTERESTS OF ORGANIZED LABOR. THE COMMITTEE ADVOCATES ON BEHALF OF ALL TEAMSTER MEMBERS TO THE U.S. CONGRESS AND TO STATE LEGISLATIVE HOUSES. IN ADDITION, TEAMSTERS JOINT COUNCIL NO. 39 ADVOCATES FOR ITS MEMBERS WITH STATE AND LOCAL LEGISLATORS IN THE STATE OF WISCONSIN. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | Yes (1) | AgentTrusteeEtcInd |
| Beginning Balance | $74,036 | BeginningBalanceAmt |
| Additions During Year | $110 | AdditionsDuringYearAmt |
| Distributions During Year | $3,757 | DistributionsDuringYearAmt |
| Ending Balance | $70,389 | EndingBalanceAmt |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $104,905 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,461 | DepreciationAmt |
| Book Value | $23,444 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,444 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SEVERANCE LIABILITY | $881,059 |
| RETIREE HEALTH & WELFARE BENEFITS | $1,229,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,110,239 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $664,689 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,325 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$3,325 | RevenueNotReportedAmt |
| Revenue Subtotal | $668,014 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $668,014 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $526,892 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$113,709 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$113,709 | ExpensesNotReportedAmt |
| Expenses Subtotal | $640,601 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $640,601 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 1B: | THE ORGANIZATION IS THE CUSTODIAN OF FUNDS FOR THE WISCONSIN TEAMSTERS JOINT COUNCIL NO. 39 POLITICAL ACTION COMMITTEE. |
| PART X, LINE 2: | GENERALLY, FOR UNITED STATES FEDERAL INCOME TAXES, THE ORGANIZATION IS ONLY SUBJECT TO EXAMINATION FOR THE CURRENT YEAR'S TAX RETURN AND THE PRECEDING THREE YEARS' RETURNS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN SEVERANCE PLAN LIABILITY -50,823. CHANGE IN H&W BENEFIT LIABILITIES -62,885. ROUNDING -1. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES HOFFA MEMORIAL SCHOLARSHIP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 LOUISIANA AVENUE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 522206826 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $11,600 | CashGrantAmt |
| Purpose Of Grant | TO CONTRIBUTE TO SCHOLARSHIP FUND THAT BENEFITS THE CHILDREN OF TEAMSTER MEMBERS | PurposeOfGrantTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TONY CORNELIUS | ||||||||||||||
| FORMER PRESIDENT | $0 | $0 | $0 | $0 | $33,667 | $0 | $0 | $0 | $0 | $0 | $33,667 | $0 | $0 | $0 |
| DAVID REARDON | ||||||||||||||
| FORMER SECRETARY TREASURER | $0 | $0 | $0 | $0 | $37,559 | $0 | $0 | $0 | $0 | $0 | $37,559 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PREPARED BY CPA FIRM HIRED BY THE JOINT COUNCIL. CPA FIRM FORWARDS COPY TO SCERETARY-TREASURER. SECRETARY-TREASURER REVIEWS FORM 990 AND POINTS OUT ANY POSSILBE ERRORS FOUND TO CPA FIRM. A DIALOGUE BETWEEN THE CPA FIRM AND THE SECRETARY-TREASURER TAKES PLACE UNTIL ALL ISSUES ARE RESOLVED. THE CPA FIRM THEN FILES THE FORM 990 ELECTRONICALLY ON BEHALF OF THE JOINT COUNCIL AND FORWARDS A COPY TO THE JOINT COUNCIL. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS MAY BE VIEWED BY MEMBERS AT THE JOINT COUNCIL'S OFFICE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN SEVERANCE LIABILITY 50,825. CHANGE IN RETIREE HEALTH AND WELFARE 62,886. ROUNDING 1. |
Comments