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← GENERAL TRUCK DRIVERS OFFICE FOOD AND WAREHOUSE LOCAL 952

Form 990 for tax year 2023

Filed by GENERAL TRUCK DRIVERS OFFICE FOOD AND WAREHOUSE LOCAL 952.

Totals

Total revenue
$8,196,423
Total expenses
$8,495,112
Contributions and grants received
$0
Grants paid
$62,086
Program service revenue
$7,992,876
Investment income
$1,223
Other revenue
$202,324
Total assets, end of year
$2,045,154
Total liabilities, end of year
$1,136,494
Net assets or fund balances, end of year
$908,660
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$8,495,112

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: SECTION 457 PLAN INCOME

    total $89,000 · excluded $89,000

  • 2b · Program service revenue: REFUNDS & REIMBURSEMENT

    total $49,166 · excluded $49,166

  • 2c · Program service revenue: MEMBERSHIP DUES & ASSES

    total $7,854,710 · excluded $7,854,710

  • 3 · Investment income

    total $1,223 · excluded $1,223

  • 6a · Gross rents

    real property $263,631

  • 6b · Less rental expenses

    real property $61,307

  • 6c · Rental income or loss

    real property $202,324

  • 6d · Net rental income or loss

    total $202,324 · excluded $202,324

  • 10a · Gross sales of inventory

    $14,708

  • 10b · Cost of goods sold

    $14,708

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $62,086

  • 4 · Benefits paid to or for members

    total $690,183

  • 5 · Compensation of officers, directors and key employees

    total $489,513

  • 7 · Other salaries and wages

    total $1,894,547

  • 8 · Pension plan contributions

    total $469,476

  • 9 · Other employee benefits

    total $695,253

  • 10 · Payroll taxes

    total $182,229

  • 11b · Fees: legal

    total $616,903

  • 11c · Fees: accounting

    total $70,020

  • 11g · Fees: other

    total $214,472

  • 13 · Office expenses

    total $95,155

  • 14 · Information technology

    total $38,512

  • 16 · Occupancy

    total $103,941

  • 17 · Travel

    total $445,478

  • 19 · Conferences, conventions and meetings

    total $53,353

  • 20 · Interest

    total $48,263

  • 21 · Payments to affiliates

    total $1,935,058

  • 22 · Depreciation, depletion and amortization

    total $128,278

  • 23 · Insurance

    total $101,779

  • 24a · Other expenses: ORGANIZING AND STRIKE

    total $12,322 · program services $12,322

  • 24b · Other expenses: LEGAL SETTLEMENT

    total $66,500 · program services $66,500

  • 24c · Other expenses: MAINTENANCE & EQUIPMENT RENT

    total $81,791 · program services $81,791

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $520,951 · end of year $219,161

  • 2 · Savings and temporary cash investments

    beginning of year $448,342 · end of year $455,452

  • 8 · Inventories for sale or use

    beginning of year $6,145 · end of year $2,128

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,302 · end of year $29,973

  • 10a · Land, buildings and equipment: cost or other basis

    $2,555,818

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,217,378

  • 10c · Land, buildings and equipment, net

    beginning of year $1,465,594 · end of year $1,338,440

  • 23 · Secured mortgages and notes payable

    beginning of year $1,031,055 · end of year $927,251

  • 25 · Other liabilities

    beginning of year $224,385 · end of year $209,243

  • 27 · Net assets without donor restrictions

    beginning of year $1,194,894 · end of year $908,660

Mission and programs · 2023

Mission

TO ORGANIZE ALL WORKERS AND TO SECURE IMPROVED WAGES, HOURS, WORKING CONDITIONS, AND OTHER ECONOMIC ADVANTAGES THROUGH ORGANIZING, NEGOTIATIONS AND COLLECTIVE BARGAINING.

  • MEMBERSHIP DUES AND ASSESSMENTS PROVIDE THE MEANS TO ACCOMPLISH THE ORGANIZATIONS OBJECTIVES AS PROVIDED FOR UNDER ITS BY LAWS AND INTERNATIONAL CONSTITUTION. RENTAL OF EXCESS REAL PROPERTY PROVIDES ADDITIONAL OPERATING REVENUE USED TO REDUCE EXPENSES. SHORT TERM INVESTMENTS PROVIDES INCOME AND PRUDENT USE OF MEMBERSHIP FUNDS.

    Expenses $8,495,112 · Grants $62,086 · Revenue $8,196,423

As filed on the 2023 return.

Listed in Part VII

  • E JIMENEZ

    SECRETARY-TREASURER

    Total calculated
    $221,335
    From this org
    $176,594
    From related orgs
    $0
    Other
    $44,741
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,594
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $44,741
    Filer's total
    $221,335

  • J GREEN

    PRESIDENT

    Total calculated
    $197,102
    From this org
    $152,361
    From related orgs
    $0
    Other
    $44,741
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,511
    Bonus
    not reported
    Other
    $850
    Deferred
    not reported
    Nontaxable benefits
    $44,741
    Filer's total
    $197,102

  • G BRUNO

    BUSINESS AGENT

    Total calculated
    $168,838
    From this org
    $124,097
    From related orgs
    $0
    Other
    $44,741
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,097
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $44,741
    Filer's total
    $168,838

  • F SEVILLA

    ORGANIZER

    Total calculated
    $168,701
    From this org
    $123,960
    From related orgs
    $0
    Other
    $44,741
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $123,960
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $44,741
    Filer's total
    $168,701

  • D HERBERT

    VICE PRESIDENT

    Total calculated
    $160,640
    From this org
    $115,899
    From related orgs
    $0
    Other
    $44,741
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $115,899
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    $44,741
    Filer's total
    $160,640

  • R LOPEZ

    BUSINESS AGENT

    Total calculated
    $159,079
    From this org
    $114,361
    From related orgs
    $0
    Other
    $44,718
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $104,161
    Bonus
    not reported
    Other
    $10,200
    Deferred
    not reported
    Nontaxable benefits
    $44,718
    Filer's total
    $159,079

  • J LOPEZ

    BUSINESS AGENT

    Total calculated
    $114,361
    From this org
    $104,161
    From related orgs
    $0
    Other
    $10,200
    Hours/week
    40

  • M MCHUGH

    SECTION 457 PLAN PAYEE

    Total calculated
    $72,000
    From this org
    $0
    From related orgs
    $0
    Other
    $72,000
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    $72,000
    Nontaxable benefits
    not reported
    Filer's total
    $72,000

  • P KELLY

    SECTION 457 PLAN PAYEE

    Total calculated
    $17,000
    From this org
    $0
    From related orgs
    $0
    Other
    $17,000
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported
    Deferred
    $17,000
    Nontaxable benefits
    not reported
    Filer's total
    $17,000

  • S MONSON

    TRUSTEE

    Total calculated
    $11,238
    From this org
    $11,234
    From related orgs
    $0
    Other
    $4
    Hours/week
    5

  • K BARTON

    TRUSTEE

    Total calculated
    $11,206
    From this org
    $11,202
    From related orgs
    $0
    Other
    $4
    Hours/week
    5

  • E BALTAZAR

    TRUSTEE

    Total calculated
    $11,134
    From this org
    $11,130
    From related orgs
    $0
    Other
    $4
    Hours/week
    5

  • A BURGESS

    TRUSTEE

    Total calculated
    $11,097
    From this org
    $11,093
    From related orgs
    $0
    Other
    $4
    Hours/week
    5

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

Listed persons compensation information (Part I, line 4)
SECTION 457 PLAN DISTRIBUTIONSP KELLY 17,000M MCHUGH 72,000
General Explanation Attachment
THIS LOCAL RECEIVES SECTION 457 PLAN DISTRIBUTIONS FROM THE INSURANCE CARRIER WHICH ARE IMMEDIATELY TURNED OVER TO THE INDIVIDUALS FOR WHICH THE DISTRIBUTIONS WERE DETERMINED, AND TAXES WITHHELD ARE ALSO DEDUCTED FROM THEIR PAYOUTS. THIS METHOD IS REQUIRED PER THE TERMS OF THE 457 PLAN DOCUMENTS. THIS YEAR TWO FORMER EMPLOYEES OF THIS LOCAL RECEIVED DISTRIBUTIONS FROM THIS PLAN AND HAVE BEEN REPORTED UNDER PART VII ALONG WITH THEIR DISTRIBUTION AMOUNTS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • JC 42 CHARITY

    $12,000

    DONATION

  • COLETTES CHILDRENS HOME

    $10,000

    DONATTION

  • ORANGE COUNTY LABOR FEDERATION

    $10,000

    DONATION

  • TEAMSTERS SCHOLARSHIP FUND

    $10,000

    SCHOLARSHIPS

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • TEAMSTERS LOCAL 952 DEF COMP

    457 · EMPLOYEE DEFERRED COMPENSATION CONTRIBUTIONS · CA

  • MBRS OF THE LOCAL 952 GROUP

    501 · INSURED PLAN FOR EMPLOYEE LIFE & DISABILITY · CA

  • INTERNATIONAL BROTHERHOOD OF TEAMST

    501C5 · PARENT ORGANIZATION · DC · controlled entity

  • TEAMSTERS JOINT COUNCIL 42

    501C5 · PER CAPITA TAXES · CA

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2024
IRS schema version
2023v5.0
Source object
202431369349317828

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