2019-07-16T14:31:01-05:00 2017-12-31 061298465 SM ESPOSITO & CO PC 3013 DIXWELL AVENUE HAMDEN CT 06518 990 2017-01-01 060776845 TEAMSTERS UNION LOCAL NO 1150 TEAM 2033919240 150 GARFIELD AVENUE STRATFORD CT 06615 ROCCO CALO SECRETARY-TREASURER 2033819240 2019-07-16 1 WILLIAM MONTALTO P01452075 2033877771 2019-07-16 173.162.209.9 2019-07-16 15:27:34 ED 06194220181310340e69 2018-05-11 P 58B9B6165DE6C4F09234EEFD778335F6D72C9C8B 01A18352793CBBCD4AE184237F5074D4C4A8D035 2017 2019-02-21 02:37:17Z X ROCCO CALO 150 GARFIELD AVENUE STRATFORD CT 06615 3964268 0 0320 X TEAMSTERS LOCAL 1150.ORG X 1963 CT LABOR UNION 7 0 78 0 0 0 0 19380 3885837 3832262 4779 10446 111412 75563 4002028 3937651 114099 134097 4000 10000 1631554 1662294 0 0 0 2220484 2027396 3970137 3833787 31891 103864 3446311 3536755 110580 97160 3335731 3439595 THE UNION'S MISSION IS TO SECURE IMPROVED WAGES, WORKING CONDITIONS & OTHER ECONOMIC ADVANTAGES FOR ITS MEMBERS THROUGH ORGANIZING, NEGOTIATING & COLLECTIVE BARGAINING PROCESS THROUGH LEGAL AND ECONOMIC MEANS, AND OTHER LAWFUL METHODS. 0 0 ADMINISTERED & NEGOTIATED COLLECTIVE BARGAINING AGREEMENTS THAT PROVIDE IMPROVED WAGES, HOURS, WORKING CONDITIONS AND OTHER ECONOMIC ADVANTAGES FOR ITS RESPECTIVE MEMBERS. SUPPORTED EDUCATIONAL ACTIVITIES THAT FURTHER THE INTERESTS OF THE UNION AND ITS MEMBERS THROUGH SPONSORSHIP OF A GOLF TOURNAMENT. HELD FUNDRAISING ACTIVITIES THAT FURTHER THE INTERESTS OF THE UNION AND ITS MEMBERS BY SUPPORTING LOCAL CHARITIES. 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 27 0 1 78 1 0 0 0 0 1 1 0 X 7 0 0 0 0 0 1 1 1 1 0 0 1 1 0 0 0 1 0 0 0 X ROCCO CALO SECRETARY-TREASURER 2033819240 150 GARFIELD AVENUE STRATFORD CT 06615 EDWARD SMITH TRUSTEE/BUSINESS AGENT 60.00 X 149150 0 48531 THOMAS COLE TRUSTEE/BUSINESS AGENT 30.00 X 99225 0 12107 TERRY PACITTO TRUSTEE/BUSINESS AGENT 30.00 X 79229 0 12107 ROCCO CALO SECTY/TREAS/BUSINESS AGENT 60.00 X 169726 0 59389 JOHN SANTAMARIA PRESIDENT/BUSINESS 5.00 X 18850 0 9258 RICHARD ROLLINSON V.PRESIDENT/BUSINESS AGENT 60.00 X 143636 0 37287 MARK HANSEN REC. SECTY/BUSINESS AGENT 60.00 X 146141 0 54991 ROBERT DUNCAN FORMER TRUSTEE/BUSINESS A 60.00 X 11152 0 0 817109 0 233670 4 1 1 0 ROBERT CHEVERIE & ASSOCIATES 333 EAST RIVER DRIVE EAST HARTFORD CT 06108 LEGAL SERVICES 120000 1 19380 19380 MEMBERSHIP DUES 900099 3825897 3825897 RENTAL INCOME 532000 6365 6365 3832262 10446 10446 23404 19380 26238 -2834 -2834 379 379 0 MEMBER FUNCTIONS 900099 44495 44495 REFUNDS/REIMBURSEMENTS 900099 15694 15694 FUNDS FOR TRANSMITTAL 900099 11354 11354 6854 6854 78397 3937651 3910659 0 7612 123097 11000 10000 813773 409395 216056 134638 88432 120000 27250 34443 69828 154891 178394 106009 42005 27 878266 74847 47388 MEMBER FUNCTIONS 165355 MEMBER GIFTS & CLOTHING 44476 STEWARDS' EXPENSES 34509 CAREER PATHWAYS EXPENSE 20863 28845 3833787 1283789 1425043 967591 975795 1797106 675604 1184969 1121502 9962 14415 3446311 3536755 110580 97160 110580 97160 X 3335731 3439595 3335731 3439595 3446311 3536755 103864 0 X X 0 1 X 1 0 TEAMSTERS LOCAL 1150 FEDERAL PAC 150 GARFIELD AVE STRATFORD CT 06615 060776845 8141 CT CHAPTER 1150 PAC 150 GARFIELD AVE STRATFORD CT 06615 060776845 4297 1 1 0 241271 241271 1223586 383620 839966 232187 205643 26544 100062 86341 13721 1121502 SEVERANCE PLAN OBLIGATION 97160 97160 X 3937651 0 3937651 0 3937651 3833787 0 3833787 0 3833787 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE UNION TO EVALUATE TAX POSITIONS TAKEN AND TO RECOGNIZE A TAX LIABILITY FOR ANY UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE UNION IS SUBJECT TO ROUTINE AUDITS BY TAX AUTHORITIES; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY PERIODS IN PROGRESS. THE UNION BELIEVES THAT THE INCOME TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2013 AND PRIOR ARE CLOSED YEARS AND ARE NOT SUBJECT TO THE AUDIT PROCESS. GOLF TOURNAMENT 42784 19380 23404 1010 6960 9105 9163 42784 19380 23404 1010 6960 9105 9163 26238 -2834 ROCCO CALO 150 GARFIELD AVENUE STRATFORD CT 06615 1 COMMUNITY HEALTH CHARITIES OF NEW ENGLAND 500 MAIN STREET BRIDGEPORT CT 06604 066079596 501(C)(3) 10000 DONATION TO SUPPORT HOMERUN FOR HEROS PROGRAM DISABLED AMERICAN VETERANS 17 CEDAR HILL RD HUNTINGTON CT 06484 066099418 501(C)(3) 5900 DONATION TO SUPPORT GIFT CARD PROGRAM TEAMSTER DISASTER RELIEF FUND 25 LOUISIANA AVENUE NW WASHINGTON DC 20001 521790540 501(C)(3) 25000 DONATION TO SUPPORT HURRICANE VICTIMS COLLEGIATE SCHOLARSHIPS 11 11000 0 PART I, LINE 2: THE EXECUTIVE BOARD ACCEPTS APPLICATIONS FOR SCHOLARSHIPS FROM MEMBER'S CHILDREN AND AWARDS THE SCHOLARSHIPS BASED ON ACADEMIC AND COMMUNITY ACHIEVEMENTS. ALL SCHOLARSHIP PAYMENTS ARE MADE PAYABLE TO THE ACADEMIC INSTITUTION. THE UNION'S EXECUTIVE BOARD OVERSEES AND APPROVES ALL CONTRIBUTIONS TO ORGANIZATIONS. X 0 0 0 EDWARD SMITH TRUSTEE/BUSINESS AGENT 149150 0 0 0 0 0 26764 0 21767 0 197681 0 0 0 ROCCO CALO SECTY/TREAS/BUSINESS AGENT 166390 0 0 0 3336 0 26764 0 32625 0 229115 0 0 0 RICHARD ROLLINSON V.PRESIDENT/BUSINESS AGENT 143636 0 0 0 0 0 26764 0 10523 0 180923 0 0 0 MARK HANSEN REC. SECTY/BUSINESS AGENT 146141 0 0 0 0 0 26764 0 28227 0 201132 0 0 0 ROBERT DUNCAN FORMER TRUSTEE/BUSINESS A 11152 0 0 0 0 0 0 0 0 0 11152 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 LABOR UNION CONSISTS OF MEMBERS THAT PAY DUES TO THE ORGANIZATION AND WORK FOR AN EMPLOYER THAT OPERATES UNDER A COLLECTIVE BARGAINING AGREEMENT. FORM 990, PART VI, SECTION A, LINE 7A UNION MEMBERS IN GOOD STANDING ARE ABLE TO VOTE FOR OFFICERS OF THE UNION AT ELECTIONS THAT ARE HELD IN ACCORDANCE WITH THE UNION BYLAWS(NORMALLY EVERY THREE YEARS). FORM 990, PART VI, SECTION A, LINE 7B THE GENERAL MEMBERSHIP APPROVES CERTAIN EXECUTIVE BOARD DECISIONS SUCH AS THE PURCHASE OF CERTAIN ASSETS AS REQUIRED UNDER THE UNION BY LAWS. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO APPLICABLE COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE EXECUTIVE BOARD FOR WHICH MINUTES WOULD NEED TO BE RECORDED. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED IN PERSON WITH CERTAIN MEMBERS OF THE EXECUTIVE BOARD PRIOR TO FILING OF THE RETURN. FORM 990, PART VI, SECTION C, LINE 19 THE UNION DOES NOT MAKE AVAILABLE TO THE GENERAL PUBLIC ANY OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS. FORM 990, PART XII, LINE 1 METHOD OF ACCOUNTING THE UNION MAINTAINS ITS BOOKS AND RECORDS AND FILES ITS TAX RETURN ON THE MODIFIED CASH BASIS OF ACCOUNTING. FORM 990, PART XII, LINE 2C OVERSIGHT RESPONSIBILITY THERE HAS BEEN NO CHANGE IN THE OVERSIGHT RESPONSIBILITY AND APPROVAL PROCESS. THE EXECUTIVE BOARD ASSUMES RESPONSIBILITY FOR THE AUDIT PROCESS INCLUDING SELECTION OF THE INDEPENDENT AUDITOR. HEADING. ITEM B AMMEDED RETURN THE ORGANIZATION IS AMMENDING THE FOLLOWING WITH THIS RETURN: PART IX. STATEMENT OF FUNCTIONAL EXPENSES. LINE 18 PAYMENTS OF TRAVEL OR ENTERTAINMENT EXPENSES FOR ANY FEDERAL, STATE, OR LOCAL PUBLIC OFFICIALS. THE ORIGINAL RETURN LISTED AN AMOUNT OF $106,009 ON THIS LINE. THE UNION MADE NO SUCH PAYMENTS FOR ANY FEDERAL, STATE OR LOCAL PUBLIC OFFICIALS DURING THE YEAR. THE AMOUNT WAS INCORRECTLY INPUT ON LINE 18. THIS AMMENDED RETURN PROPERLY REFLECTS THE TRAVEL OF UNION EMPLOYEES ON LINE 17 OF PART IX STATEMENT OF FUNCTIONAL EXPENSES. TEAMSTERS LOCAL 1150 FEDERAL PAC 150 GARFIELD AVENUE STRATFORD CT 06615 060776845 POLITICAL ACTIVITY CT 527 0 CT CHAPTER 1150 PAC 150 GARFIELD AVENUE STRATFORD CT 06615 060776845 POLITICAL ACTIVITY CT 527 0 DRUG BENEFIT FUND 10 TECHNOLOGY DRIVE WALLINGFORD CT 06492 800499402 PROVIDES PRESCRIPTION BENEFITS CT 501(C)(9) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0