2018-04-16T16:41:51-05:00 2017-12-31 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2017-01-01 940963930 INTERNATIONAL BROTHERHOOD OF TEAMSTERS WAREHOUSE WHOLESALE LIQUOR SALESPERSON INTE 5108958853 7750 PARDEE LANE OAKLAND CA 94621 DENNIS HART SEC/TREAS. 5108958853 2018-04-16 1 JESSICA R ROSTER P01317380 9252779100 2017 2022-09-23 18:48:47Z DENNIS HART 7750 PARDEE LANE OAKLAND CA 94621 11060789 0 X HTTP://WWW.TEAMSTERS853.ORG X 1937 CA TO IMPROVE WELFARE AND WORKING CONDITIONS OF MEMBERS. 7 3 34 0 0 0 0 0 8066788 8589189 93907 224755 756410 450752 8917105 9264696 0 0 191616 193929 4764865 4475229 0 0 0 4055405 4165878 9011886 8835036 -94781 429660 8541070 7102898 2231044 363212 6310026 6739686 JOINED TOGETHER AS A UNION TO ENSURE NOT ONLY THAT MEMBERS RECEIVE FAIR COMPENSATION FOR THEIR CONTRIBUTIONS TO THE ENTERPRISE, BUT THAT MEMBERS ALSO HAVE A STRONG VOICE IN THE WORKPLACE, PARTICULARLY WITH RESPECT TO SAFETY AND MATTERS OF PROFESSIONAL EXPERTISE. 0 0 PROMOTED THE WELFARE AND WORKING CONDITIONS OF MEMBERS. 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 60 0 1 34 1 0 0 0 0 0 0 X 7 3 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 X DENNIS HART 5108958853 7750 PARDEE LANE OAKLAND CA 94621 ROME ALOISE SECRETARY TREASURER - PAST 60.00 X X 146302 0 60251 DENNIS HART PRESIDENT 40.00 X X 79381 0 43787 ORVAL MORGAN VICE PRESIDENT - PAST 40.00 X X 93155 0 32436 ROBERT STRELO PRESIDENT - PAST 40.00 X X 25435 0 9438 LOUIS VALLETTA VICE PRESIDENT 40.00 X X 127335 0 59551 STUART HELFER RECORDING SEC/ BUS AGENT 40.00 X X 150921 0 59643 JOHN THOMAS TRUSTEE - PAST 4.00 X X 350 0 0 SCOTT GONSALVES TRUSTEE 4.00 X X 7018 0 0 JOEL BELLISON TRUSTEE 4.00 X X 4853 0 0 MICHAEL FRITZ TRUSTEE 4.00 X X 7383 0 0 ADOLPH FELIX BUS AGENT 40.00 X 122391 0 59440 JESSE CASQUEIRO BUS AGENT 40.00 X 115505 0 59072 LON SCHMIDT BUS AGENT 40.00 X 115619 0 59551 JUAN RAMON TORRES BUS AGENT 40.00 X 112770 0 59072 PHILLIP YBARROLAZA ORGANIZER 40.00 X 126665 0 56162 1235083 0 558403 13 0 1 0 BEESON TAYER & BODINE 483 9TH STREET OAKLAND CA 94607 LEGAL 125007 1 DUES 900099 7797104 7797104 INITIATION FEES 900099 631679 631679 WITHDRAWALS, TRANSFERS, & ASSESSM 900099 160406 160406 8589189 58694 58694 69229 0 69229 69229 69229 1962154 1796093 166061 166061 166061 REIMBURSEMENTS 900099 224700 224700 CONCESSIONAIRES FEES 900099 91295 91295 MISCELLANEOUS 900099 45782 45782 19746 19746 381523 9264696 8970712 0 293984 193929 906436 2118933 497987 734902 216971 193324 41285 14319 101492 53570 296044 26259 129718 246015 77750 83014 2265211 422350 77160 CONTRIBUTIONS, GIFTS & 87641 DUES REFUNDS 28241 OTHER EXPESNES 22485 8835036 100 100 961111 865338 1340000 700000 5948699 846167 5262601 5102532 968099 431267 9159 3661 8541070 7102898 188588 206942 2039927 154106 2529 2164 2231044 363212 X 6310026 6739686 6310026 6739686 8541070 7102898 429660 0 X X 0 1 X 1 0 TEAM LOC 853 PAC 7750 PARDEE LANE OAKLAND CA 94621 020660581 0 6464 SCHEDULE C, PART IV THE LOCAL SPONSORS A SECTION 527 POLITICAL ACTION COMMITTEE. THE POLITICAL ACTION COMMITTEE MAKES POLITICAL EXPENDITURES FOR POLITICAL CAMPAIGN ACTIVITIES. THE LOCAL'S MEMBERS PROVIDE FUNDING TO THE POLITICAL ACTION COMMITTEE. 550000 550000 4586685 547023 4039662 812014 299144 512870 5102532 PAYROLL WITHHOLDINGS 2164 2164 X PART X, LINE 2: THE LOCAL HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE DISCLOSURE IN THE FINANCIAL STATEMENTS. THE LOCAL IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE LOCAL BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2014. 0 0 0 ROME ALOISE SECRETARY TREASURER - PAST 145499 0 0 0 803 0 29664 0 30587 0 206553 0 0 0 LOUIS VALLETTA VICE PRESIDENT 127335 0 0 0 0 0 28964 0 30587 0 186886 0 0 0 STUART HELFER RECORDING SEC/ BUS AGENT 150921 0 0 0 0 0 29056 0 30587 0 210564 0 0 0 ADOLPH FELIX BUS AGENT 122391 0 0 0 0 0 28853 0 30587 0 181831 0 0 0 JESSE CASQUEIRO BUS AGENT 115505 0 0 0 0 0 28485 0 30587 0 174577 0 0 0 LON SCHMIDT BUS AGENT 114839 0 0 0 780 0 28964 0 30587 0 175170 0 0 0 JUAN RAMON TORRES BUS AGENT 111990 0 0 0 780 0 28485 0 30587 0 171842 0 0 0 PHILLIP YBARROLAZA ORGANIZER 126665 0 0 0 0 0 25575 0 30587 0 182827 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE LOCAL REPRESENTS TEAMSTERS UNION MEMBERS (REGULAR AND STEWARDS) WHO PAY DUES. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS (REGULAR AND STEWARDS) HAVE THE RIGHT TO ELECT THE EXECUTIVE BOARD (OFFICERS). FORM 990, PART VI, SECTION A, LINE 7B DUES INCREASES, CHANGES TO THE BYLAWS AND CONSTITUTION ARE SUBJECT TO THE APPROVAL OF THE LOCAL'S MEMBERS (REGULAR AND STEWARDS). FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 WAS PROVIDED TO EACH GOVERNING BOARD MEMBER (EXECUTIVE BOARD). REVIEW OF FORM 990 WAS CONDUCTED BY THE EXECUTIVE BOARD (OFFICERS) PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO ALL OFFICERS AND EXECUTIVE BOARD MEMBERS OF THE UNION AS WELL AS ALL EMPLOYEES WHO EXERCISE AUTHORITY OVER THE AFFAIRS OF THE UNION. AT LEAST ANNUALLY, OFFICERS AND EXECUTIVE BOARD MEMBERS MUST DISCLOSE IN WRITING ANY RELATIONSHIPS OR INTERESTS THAT COULD GIVE RISE TO A CONFLICT. SHOULD A CONFLICT OF INTEREST EXIST, SUCH MATTER IS REVIEWED AND DELIBERATED BY THE GOVERNING BOARD (WITHOUT THE INPUT OR PARTICIPATION OF THE CONFLICTED INDIVIDUAL). FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE BOARD REVIEWS AND APPROVES COMPENSATION FOR ALL FULL-TIME OFFICERS AND BUSINESS REPRESENTATIVES. COMPENSATION IS DETERMINED BASED ON THE SURVEY OF OTHER LOCALS IN THE AREA AND INCREASES ARE BASED ON NEGOTIATED SETTLEMENT AVERAGES IN THE LOCAL. THE LAST REVIEW OF COMPENSATION WAS COMPLETED FOR WAGE RATES EFFECTIVE AUGUST 2017. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL INFORMATION AVAILABLE TO THE ORGANIZATION'S MEMBERS. FORM 990 PART XI, LINE 1 THE ORGANIZATION'S ACCOUNTING METHOD IS MODIFIED CASH BASIS. FORM 990 PART XII, LINE 2C: THE GOVERNING BOARD ASSUMES THE RESPONSIBILITY FOR THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. TEAMSTERS LOCAL 853 POLITICAL ACTION COMMITTEE 7750 PARDEE LANE OAKLAND CA 94621 020660581 TO SUPPORT CANDIDATES FOR STATE AND LOCAL OFFICES. CA 527 N/A TEAMSTERS LOCAL 853 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0