U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210
FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT
Form Approved
Office of Management and Budget
No.
1245-0003
Expires:
01-31-2025
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR
MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN
TRUSTEESHIP
This report is
mandatory under P.L. 86-257, as amended. Failure to comply
may result in criminal prosecution, fines, or civil penalties as
provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS
REPORT.
For Official Use Only
1. FILE NUMBER
033-867
2.
PERIOD COVERED
From
01/01/2022
Through
12/31/2022
3.
(a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This
is a terminal report:
No
4. AFFILIATION OR ORGANIZATION NAME
TEAMSTERS
5. DESIGNATION (Local, Lodge, etc.)
JOINT COUNCIL
6. DESIGNATION NBR
32
7. UNIT NAME (if any)
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
RICHARD
Last Name
ERICKSON
P.O Box - Building and Room Number
SUITE 510
Number and Street
3001 UNIVERSITY AVENUE S.E.
City
MINNEAPOLIS
State
MN
ZIP Code + 4
55414
9. Are your organization's records kept at its
mailing address?
Yes
Each of the undersigned, duly authorized
officers of the above labor organization, declares,
under penalty of perjury and other applicable penalties
of law, that all of the information submitted in this
report (including information contained in any
accompanying documents) has been examined by the
signatory and is, to the best of the undersigned
individual's knowledge and belief, true, correct
and complete (See Section V on penalties in the
instructions.)
70. SIGNED:
Richard Erickson
PRESIDENT
71. SIGNED:
Martin T Lawrence
SECRETARY-TREASURER
Date:
Mar 29, 2023
Telephone
Number:
612-331-3456
Date:
Mar 23, 2023
Telephone
Number:
612-379-1533
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
033-867
10. During the reporting period did the labor
organization create or participate in the administration of
a trust or a fund or organization, as defined in the
instructions, which provides benefits for members or
beneficiaries?
Yes
11(a). During the reporting period did the
labor organization have a political action committee (PAC)
fund?
Yes
11(b). During the reporting period did the
labor organization have a subsidiary organization as
defined in Section X of these Instructions?
No
12. During the reporting period did the labor
organization have an audit or review of its books and
records by an outside accountant or by a parent body
auditor/representative?
Yes
13. During the reporting period did the labor
organization discover any loss or shortage of funds or
other assets? (Answer "Yes" even if there has
been repayment or recovery.)
No
14. What is the maximum amount recoverable
under the labor organization's fidelity bond for a
loss caused by any officer, employee or agent of the labor
organization who handled union funds?
$250,000
15. During the reporting period did the labor
organization acquire or dispose of any assets in a manner
other than purchase or sale?
Yes
16. Were any of the labor organization's
assets pledged as security or encumbered in any way at the
end of the reporting period?
No
17. Did the labor organization have any
contingent liabilities at the end of the reporting period?
Yes
18. During the reporting period did the labor
organization have any changes in its constitution or
bylaws, other than rates of dues and fees, or in
practices/procedures listed in the instructions?
Yes
19. What is the date of the labor
organization's next regular election of officers?
12/2025
20. How many members did the labor organization
have at the end of the reporting period?
39,301
21. What are the labor organization's rates of dues
and fees?
Rates of Dues and Fees
Dues/Fees
Amount
Unit
Minimum
Maximum
(a) Regular Dues/Fees
$2.59
per
MONTH
N/A
N/A
(b) Working Dues/Fees
N/A
per
N/A
N/A
N/A
(c) Initiation Fees
N/A
per
N/A
N/A
N/A
(d) Transfer Fees
N/A
per
N/A
N/A
N/A
(e) Work Permits
N/A
per
N/A
N/A
N/A
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
033-867
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$205,989
$160,573
23. Accounts Receivable
1
$0
$0
24. Loans Receivable
2
$0
$0
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$600,864
$354,129
27. Fixed Assets
6
$5,801
$6,903
28. Other Assets
7
$3,976
$4,830
29.
TOTAL ASSETS
$816,630
$526,435
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$0
$0
31. Loans Payable
9
$0
$0
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$0
$300
34. TOTAL
LIABILITIES
$0
$300
35. NET
ASSETS
$816,630
$526,135
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
033-867
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$0
37. Per Capita Tax
$1,162,244
38. Fees, Fines,
Assessments, Work Permits
$45,360
39. Sale of Supplies
$0
40. Interest
$399
41. Dividends
$15,130
42. Rents
$0
43. Sale of Investments
and Fixed Assets
3
$200,000
44. Loans Obtained
9
$0
45. Repayments of Loans
Made
2
$0
46. On Behalf of
Affiliates for Transmittal to Them
$0
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$88,278
49. TOTAL RECEIPTS
$1,511,411
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$169,087
51.
Political Activities and Lobbying
16
$150,042
52.
Contributions, Gifts, and Grants
17
$34,715
53. General
Overhead
18
$396,946
54. Union
Administration
19
$254,395
55. Benefits
20
$497,336
56. Per
Capita Tax
$2,662
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$17,552
61. Loans
Made
2
$0
62.
Repayment of Loans Obtained
9
$0
63. To
Affiliates of Funds Collected on Their Behalf
$0
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$34,392
66. Subtotal
$1,557,127
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$148,590
67b. Less Total
Disbursed
$148,290
67c.
Total Withheld But Not Disbursed
$300
68.
TOTAL DISBURSEMENTS
$1,556,827
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
033-867
Entity or Individual Name
(A)
Total Account Receivable
(B)
90-180 Days
Past Due
(C)
180+ Days
Past Due
(D)
Liquidated Account
Receivable
(E)
Total of all itemized
accounts receivable
$0
$0
$0
$0
Totals from all other
accounts receivable
$0
$0
$0
$0
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
$0
$0
$0
$0
NONE
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS
RECEIVABLE
FILE NUMBER:
033-867
List below loans to officers, employees, or members which
at any time during the reporting period exceeded $250 and
list all loans to business enterprises regardless of amount.
(A)
Loans
Outstanding at
Start of Period
(B)
Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1)
Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not
listed above
$0
$0
$0
$0
$0
Total of all lines
above
$0
$0
$0
$0
$0
Totals will be
automatically entered in...
Item 24
Column (A)
Item 61
Item 45
Item 69
with Explanation
Item 24
Column (B)
Name:
NONE
Purpose:
NONE
Security:
NONE
Terms of Repayment:
NONE
$0
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF
INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
033-867
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Gross Sales Price
(D)
Amount Received
(E)
Total of all
lines above
$273,141
$270,248
$253,779
$253,779
MUTUAL FUNDS
$273,141
$270,248
$253,779
$253,779
Less Reinvestments
$53,779
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
$200,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
033-867
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$71,331
$71,331
$71,331
MUTUAL FUNDS
$67,956
$67,956
$67,956
OFFICE FURNITURE AND EQUIPMENT
$3,375
$3,375
$3,375
Less Reinvestments
$53,779
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$17,552
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
033-867
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
$383,944
B. Total Book Value
$354,129
C. List each
marketable security which has a book value over $5,000
and exceeds 5% of Line B.
PIMCO LOW DURATION FUND - CLASS A
$82,246
FPA NEW INCOME INC
$21,674
VICTORY PORTFOLIOS INCORE FUND FOR INCOME CL I
$27,055
BLACKROCK MULTI ASSET INCOME PORTFOLIO FD INST CL
$19,790
Other Investments
D. Total Cost
$0
E. Total Book Value
$0
F. List each other
investment which has a book value over $5,000 and
exceeds 5% of Line E. Also, list each subsidiary
for which separate reports are attached.
NONE
$0
G. Total of Lines B and E
(Total will be automatically entered in Item 26,
Column(B))
$354,129
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
033-867
Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A.
Land (give location)
Land
1
:
NONE
$0
$0
$0
B.
Buildings (give location)
Building
1
:
NONE
$0
$0
$0
$0
C. Automobiles
and
Other Vehicles
$0
$0
$0
$0
D. Office
Furniture
and Equipment
$33,218
$29,647
$3,571
$3,571
E.
Other Fixed Assets
$185,600
$182,268
$3,332
$3,332
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$218,818
$211,915
$6,903
$6,903
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
033-867
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$4,830
INVENTORY OF PROMOTIONAL MERCHANDISE
$4,830
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
033-867
Entity or Individual Name
(A)
Total Account
Payable
(B)
90-180 Days
Past Due
(C)
180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable
$0
$0
$0
$0
Total from all other accounts payable
$0
$0
$0
$0
Totals
(Total for Column(B) will be automatically entered in Item
30, Column(D))
$0
$0
$0
$0
NONE
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS
PAYABLE
FILE NUMBER:
033-867
Source of Loans Payable at Any
Time During the Reporting Period
(A)
Loans Owed at
Start of Period
(B)
Loans Obtained
During Period
(C)
Repayment
During Period
Cash
(D)(1)
Repayment
During Period
Other Than Cash
(D)(2)
Loans Owed at
End of Period
(E)
Total Loans Payable
$0
$0
$0
$0
$0
Totals will be automatically entered in...
Item 31
Column (C)
Item 44
Item 62
Item 69
with Explanation
Item 31
Column (D)
NONE
$0
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER
LIABILITIES
FILE NUMBER:
033-867
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$300
PAYROLL WITHHOLDINGS NOT REMITTED AT YEAR END
$300
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
033-867
(A) Name
(B) Title
(C) Status
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances
Disbursed
(F)
Disbursements
for Official Business
(G)
Other
Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
YOSWA
,
LAWRENCE
A PRESIDENT P
$24,000
$0
$115
$0
$24,115
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
80
%
A
B
C
ERICKSON
,
RICHARD
T PRESIDENT N
$12,000
$0
$0
$0
$12,000
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
80
%
A
B
C
LAWRENCE
,
MARTIN
T SECRETARY-TREASURER C
$24,000
$0
$20
$0
$24,020
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
80
%
A
B
C
ALDES
,
BRIAN
D VICE PRESIDENT C
$19,200
$0
$15
$0
$19,215
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
80
%
A
B
C
GELHAR
,
SCOTT
A RECORDING SECRETARY P
$3,450
$0
$0
$0
$3,450
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
80
%
A
B
C
ALSTEAD
,
RODERICK
E RECORDING SECRETARY N
$13,350
$0
$0
$0
$13,350
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
80
%
A
B
C
ALSTEAD
,
RODERICK
E TRUSTEE P
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
80
%
A
B
C
DEBUCK
,
MIKE
L TRUSTEE C
$12,000
$0
$0
$0
$12,000
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
80
%
A
B
C
ERICKSON
,
RICHARD
T TRUSTEE P
$0
$0
$0
$0
$0
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
80
%
A
B
C
CASE
,
JESSE
O TRUSTEE N
$9,900
$0
$0
$0
$9,900
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
80
%
Total Officer
Disbursements
$117,900
$0
$150
$0
$118,050
Less Deductions
$26,647
Net
Disbursements
$91,403
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
033-867
(A) Name
(B) Title
(C) Other Payer
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances Disbursed
(F)
Disbursements for Official Business
(G)
Other Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
ALSTEAD
,
HANNAH
K POL ORGANIZE/OFFICE ADMIN N/A
$22,020
$3,499
$1,033
$0
$26,552
I
Schedule 15
Representational Activities
15
%
Schedule 16
Political Activities and Lobbying
60
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
15
%
A
B
C
HOIDAHL
,
LINDA
J EXECUTIVE ADMINISTRATOR N/A
$103,472
$693
$1,475
$0
$105,640
I
Schedule 15
Representational Activities
40
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
40
%
A
B
C
REYNOSO
,
EDWARD
O POLITICAL DIRECTOR N/A
$25,314
$455
$47
$0
$25,816
I
Schedule 15
Representational Activities
30
%
Schedule 16
Political Activities and Lobbying
70
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
0
%
A
B
C
LEHNEN
,
VICKI
M EXECUTIVE ADMINISTRATOR N/A
$94,054
$844
$855
$0
$95,753
I
Schedule 15
Representational Activities
20
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
15
%
Schedule 19
Administration
55
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$59,500
$0
$299
$0
$59,799
I
Schedule 15
Representational Activities
40
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
40
%
Total
Employee Disbursements
$304,360
$5,491
$3,709
$0
$313,560
Less
Deductions
$121,943
Net Disbursements
$191,617
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
033-867
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
39,301
Agency Fee Payers*
0
Total Members/Fee Payers
39,301
*Agency Fee Payers are
not considered members of the labor organization.
ACTIVE
39,301
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
033-867
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$29,245
2. Named Payer
Non-itemized Receipts
$18,009
3. All Other Receipts
$41,024
4. Total
Receipts
$88,278
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$12,500
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$0
4. To Employees
$0
5. All Other
Disbursements
$22,215
6. Total
Disbursements
$34,715
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$53,834
2. Named Payee
Non-itemized Disbursements
$5,392
3. To Officers
$11,806
4. To Employees
$97,055
5. All Other
Disbursements
$1,000
6. Total
Disbursements
$169,087
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$319,909
2. Named Payee
Non-itemized Disbursements
$16,893
3. To Officers
$0
4. To Employees
$33,562
5. All Other
Disbursements
$26,582
6. Total
Disbursements
$396,946
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$75,000
2. Named Payee
Non-itemized Disbursements
$1,948
3. To Officers
$11,806
4. To Employees
$60,121
5. All Other
Disbursements
$1,167
6. Total
Disbursements
$150,042
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$31,432
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$94,440
4. To Employees
$122,823
5. All Other
Disbursements
$5,700
6. Total
Disbursements
$254,395
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
033-867
Name and Address
(A)
KEEGEL YATES EDUCATION FUND
3001 UNIVERSITY AVENUE S.E. MINNEAPOLIS MN 55414
Type or Classification
(B)
AFFILIATED ORGANIZATION - SCHOLARSHIP FUND
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$6,000
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$6,000
SCHOLARSHIPS PAID BY THE FILING ORGANIZATION
08/10/2022
$6,000
Name and Address
(A)
TEAMSTERS JOINT COUNCIL 32 DRIVE
3001 UNIVERSITY AVENUE S.E. MINNEAPOLIS MN 55414
Type or Classification
(B)
AFFILIATED ORGANIZATION
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$23,245
Total
Non-Itemized Transactions with this Payee/Payer
$1,095
Total of All Transactions with this
Payee/Payer for This Schedule
$24,340
ADMINISTRATIVE REIMBURSEMENT
01/31/2022
$23,245
Name and Address
(A)
TEAMSTERS LOCAL UNION NO. 346
2802 W. FIRST STREET DULUTH MN 55806
Type or Classification
(B)
AFFILIATED ORGANIZATION
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,325
Total of All Transactions with this
Payee/Payer for This Schedule
$6,325
Name and Address
(A)
TEAMSTERS LOCAL UNION NO. 638
3001 UNIVERSITY AVENUE S.E. MINNEAPOLIS MN 55414
Type or Classification
(B)
AFFILIATED ORGANIZATION
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$10,589
Total of All Transactions with this
Payee/Payer for This Schedule
$10,589
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
033-867
Name and Address
(A)
DO-GOOD.BIZ
3770 DUNLAP STREET NORTH ARDEN HILLS MN 55112
Type or Classification
(B)
MAILING SERVICE
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$31,327
Total
Non-Itemized Transactions with this Payee/Payer
$5,392
Total of All Transactions with this
Payee/Payer for This Schedule
$36,719
TEAMSTERS JUNE 2022 NEWSLETTER
06/22/2022
$15,927
TEAMSTERS SEPTEMBER 2022 NEWSLETTER
09/08/2022
$15,400
Name and Address
(A)
GLOBE PUBLISHING COMPANY, INC.
224 N. CONCORD EXCHANGE SOUTH ST. PAUL MN 55075
Type or Classification
(B)
NEWSLETTER PUBLISHING COMPANY
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$22,507
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$22,507
TEAMSTERS JUNE 2022 NEWSLETTER
07/13/2022
$12,930
TEAMSTERS SEPTEMBER 2022 NEWSLETTER
10/06/2022
$9,577
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
033-867
Name and Address
(A)
JKM CONSULTING, LLC
851 DAYTON AVENUE ST. PAUL MN 55104
Type or Classification
(B)
CONSULTANT/LOBBYIST
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$75,000
Total
Non-Itemized Transactions with this Payee/Payer
$1,948
Total of All Transactions with this
Payee/Payer for This Schedule
$76,948
CONSULTING AND LOBBYING
02/01/2022
$7,500
CONSULTING AND LOBBYING
03/03/2022
$7,500
CONSULTING AND LOBBYING
04/01/2022
$7,500
CONSULTING AND LOBBYING
05/04/2022
$7,500
CONSULTING AND LOBBYING
07/13/2022
$7,500
CONSULTING AND LOBBYING
08/02/2022
$7,500
CONSULTING AND LOBBYING
09/01/2022
$7,500
CONSULTING AND LOBBYING
10/03/2022
$7,500
CONSULTING AND LOBBYING
11/01/2022
$7,500
CONSULTING AND LOBBYING
12/01/2022
$7,500
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
033-867
Name and Address
(A)
JAMES R. HOFFA MEMORIAL SCHOLARSHIP FUND
25 LOUISIANA AVENUE N.W. WASHINGTON DC 20001
Type or Classification
(B)
NONPROFIT ORGANIZATION
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,500
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$7,500
MEMORIAL SCHOLARSHIP FUND
02/01/2022
$7,500
Name and Address
(A)
TEAMSTERS SCHOLARSHIP FUND
25 LOUISIANA AVENUE N.W. WASHINGTON DC 20001
Type or Classification
(B)
NONPROFIT ORGANIZATION
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,000
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$5,000
TEAMSTERS SCHOLARSHIP FUND
12/19/2022
$5,000
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
033-867
Name and Address
(A)
CENTURYLINK 4300
CAROL STREAM IL 60197-4300
Type or Classification
(B)
TELEPHONE SERVICES
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,729
Total of All Transactions with this
Payee/Payer for This Schedule
$5,729
Name and Address
(A)
GREATAMERICA FINANCIAL SERVICES 660831
DALLAS TX 75266-0831
Type or Classification
(B)
EQUIPMENT LEASING
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,809
Total of All Transactions with this
Payee/Payer for This Schedule
$5,809
Name and Address
(A)
LEGACY PROFESSIONALS LLP
6800 FRANCE AVENUE S. #550 EDINA MN 55435
Type or Classification
(B)
CPA FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$228,000
Total
Non-Itemized Transactions with this Payee/Payer
$5,355
Total of All Transactions with this
Payee/Payer for This Schedule
$233,355
AUDIT AND ACCOUNTING FEES
01/10/2022
$19,000
AUDIT AND ACCOUNTING FEES
02/01/2022
$19,000
AUDIT AND ACCOUNTING FEES
03/03/2022
$19,000
AUDIT AND ACCOUNTING FEES
04/01/2022
$19,000
AUDIT AND ACCOUNTING FEES
05/10/2022
$19,000
AUDIT AND ACCOUNTING FEES
06/01/2022
$19,000
AUDIT AND ACCOUNTING FEES
07/01/2022
$19,000
AUDIT AND ACCOUNTING FEES
08/02/2022
$19,000
AUDIT AND ACCOUNTING FEES
09/01/2022
$19,000
AUDIT AND ACCOUNTING FEES
10/03/2022
$19,000
AUDIT AND ACCOUNTING FEES
11/01/2022
$19,000
AUDIT AND ACCOUNTING FEES
12/01/2022
$19,000
Name and Address
(A)
TEAMSTERS 3001 BUILDING CORPORATION
3001 UNIVERSITY AVENUE S.E. MINNEAPOLIS MN 55414
Type or Classification
(B)
LANDLORD
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$69,492
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$69,492
JOINT COUNCIL RENT
01/10/2022
$5,096
JOINT COUNCIL RENT
02/01/2022
$5,096
JOINT COUNCIL RENT
03/03/2022
$5,095
ASSESSMENT FOR SECURITY GATE
04/01/2022
$8,350
JOINT COUNCIL RENT
04/01/2022
$5,095
JOINT COUNCIL RENT
05/02/2022
$5,095
JOINT COUNCIL RENT
06/01/2022
$5,095
JOINT COUNCIL RENT
07/01/2022
$5,095
JOINT COUNCIL RENT
08/02/2022
$5,095
JOINT COUNCIL RENT
09/01/2022
$5,095
JOINT COUNCIL RENT
10/03/2022
$5,095
JOINT COUNCIL RENT
11/01/2022
$5,095
JOINT COUNCIL RENT
12/01/2022
$5,095
Name and Address
(A)
TEAMSTERS LOCAL UNION NO. 120
9422 ULYSSES STREET NE #120 BLAINE MN 55434
Type or Classification
(B)
AFFILIATED ORGANIZATION
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$17,200
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$17,200
REIMBURSEMENT FOR AUDIT FEES
05/10/2022
$17,200
Name and Address
(A)
UNION HOUSE INC.
26796 FELTON AVENUE WYOMING MN 55092
Type or Classification
(B)
PROMOTIONAL ITEM SUPPLIER
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,217
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$5,217
COOLERS FOR DELEGATES/VENDORS
06/15/2022
$5,217
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
033-867
Name and Address
(A)
BREEZY POINT RESORT
9252 BREEZY POINT DRIVE BREEZY POINT MN 56472
Type or Classification
(B)
RESORT
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$21,661
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$21,661
SUMMER QUARTERLY MEETING
06/22/2022
$21,661
Name and Address
(A)
MANCINI'S CHAR HOUSE
531 W. 7TH STREET ST. PAUL MN 55102
Type or Classification
(B)
RESTAURANT
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$9,771
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$9,771
MEMBER HOLIDAY GATHERING
12/19/2022
$9,771
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
033-867
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$497,336
PENSION
TRUST
$37,856
HEALTH AND WELFARE
TRUSTS
$75,012
DISABILITY
INSURANCE COMPANIES
$4,625
GROUP LIFE
INSURANCE COMPANY
$30,873
GROUP LIFE
TRUST
$580
401(K)
TRUST
$27,538
HEALTH AND WELFARE
INDIVIDUAL
$7,215
SEVERANCE AND SUPPLEMENTAL LIFE
TRUST
$313,637
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
033-867
Item 71 Title: THE CHIEF FINANCIAL OFFICER OF THE JOINT COUNCIL IS THE SECRETARY-TREASURER.
Question 10: TEAMSTERS JOINT COUNCIL 32 SEVERANCE PAY AND SUPPLEMENTAL LIFE INSURANCE PLAN
3001 UNIVERSITY AVENUE S.E., SUITE 510, MINNEAPOLIS, MN 55414
EIN 41-1459141 PLAN 503
PROVIDES LIFE INSURANCE AND SEVERANCE BENEFITS FOR FULL-TIME OFFICERS, KEY PERSONNEL AND BUSINESS AGENTS OF AFFILIATED ORGANIZATIONS. FILES FORM 5500 ANNUALLY WITH EBSA OF THE DEPARTMENT OF LABOR.
Question 11(a):
Question 11(a): JOINT COUNCIL #32 DRIVE (REGISTRATION #30013) FILES REPORTS WITH MINNESOTA CAMPAIGN FINANCE AND PUBLIC DISCLOSURE BOARD. THE ACTIVITY OF THE PAC FUND IS NOT INCLUDED IN THIS LM FILING.
Question 12: LEGACY PROFESSIONALS LLP
Question 15: TO ENCOURAGE ATTENDANCE AT LABOR MEETINGS, IT IS THE PRACTICE OF THE JOINT COUNCIL TO GIVE AWAY LABOR IMPRINTED PROMOTIONAL ITEMS OF MINIMAL COST. IT IS NOT PRACTICAL TO SPECIFICALLY IDENTIFY THE RECIPIENTS OF THESE ITEMS. THE TOTAL ESTIMATED VALUE OF GIVEAWAYS DURING THE CURRENT REPORTING PERIOD WAS $5,000.
THE JOINT COUNCIL DISPOSED OF OFFICE FURNITURE AND EQUIPMENT WITH COST OF $37,872 AND BOOK VALUE OF $0. NOTHING OF VALUE WAS RECEIVED IN THESE TRANSACTIONS.
THE JOINT COUNCIL EXPERIENCED AN UNREALIZED LOSS ON INVESTMENTS HELD OF $44,443 FOR THE YEAR ENDED DECEMBER 31, 2022.
Question 17: CERTAIN OFFICE EMPLOYEES OF THE JOINT COUNCIL ARE ELIGIBLE FOR DISCHARGE AND DISMISSAL PAY. DISCHARGE AND DISMISSAL PAY IS EQUAL TO ONE WEEK'S SALARY FOR EACH YEAR OF SERVICE UP TO A MAXIMUM OF FIVE WEEKS, UNTIL THE EMPLOYEE HAS FIFTEEN YEARS OF SERVICE, AT WHICH POINT THEY WILL HAVE EARNED TEN WEEKS. ALL FULL-TIME EMPLOYEES OF THE JOINT COUNCIL ARE ELIGIBLE TO BE PAID FOR ANY EARNED AND UNUSED VACATION TIME UPON PERMANENT LAYOFF, TERMINATION OR RESIGNATION. THE FUTURE OBLIGATION FOR DISCHARGE AND DISMISSAL PAY AND EARNED AND UNUSED VACATION TIME WAS APPROXIMATELY $9,200 AT DECEMBER 31, 2022. THIS AMOUNT IS NOT REPORTED IN THIS LM FILING.
Question 18: THE JOINT COUNCIL REVISED AND RESTATED ITS BY-LAWS. THE REVISED BY-LAWS ARE ATTACHED TO THIS LM FILING.
Schedule 13, Row1:
Schedule 13, Row1:THE JOINT COUNCIL HAS 12 LOCAL UNIONS UNDER ITS JURISDICTION. THE MEMBERS OF THE LOCAL UNIONS ARE ALSO MEMBERS OF THE JOINT COUNCIL. AT THE LOCAL UNION LEVEL, THE MEMBERS ELECT OFFICERS WHO ARE DELEGATES TO THE JOINT COUNCIL. THROUGH THE ELECTED DELEGATES, THE MEMBERS HAVE FULL VOTING RIGHTS AT THE JOINT COUNCIL LEVEL.
Schedule 13, Row1:
Schedule 13, Row1:
General Information: SCHEDULE 6, COLUMN E - FAIR VALUE:
THE JOINT COUNCIL HAS NO POLICY FOR PERIODICALLY APPRAISING ITS ASSETS TO DETERMINE THEIR FAIR VALUE. THE BOOK VALUE OF THE JOINT COUNCILS ASSETS HAS BEEN REPORTED AS A GOOD FAITH ESTIMATE OF THEIR FAIR VALUE.
DEPRECIATION EXPENSE:
$1,635 OFFICE FURNITURE AND EQUIPMENT
$638 OTHER
$2,273 TOTAL
ITEM 53:
THE JOINT COUNCIL IS AFFILIATED WITH 12 LOCAL UNIONS. UNDER THIS AFFILIATION, THE MAJORITY OF REPRESENTATIONAL ACTIVITIES OCCUR AT THE LOCAL UNION LEVEL AND NOT AT THE JOINT COUNCIL LEVEL. THAT IS WHY REPRESENTATIONAL EXPENSES ARE RELATIVELY LOW COMPARED TO OTHER CATEGORIES.
ITEM 64:
THIS ITEM REFLECTS ONLY DISBURSEMENTS ON BEHALF OF INDIVIDUAL MEMBERS FOR OTHER THAN NORMAL OPERATING PURPOSES. THE JOINT COUNCILS EXPENSES BENEFIT THE ENTIRE MEMBERSHIP AND INDIVIDUALS ARE NOT NORMALLY SINGLED OUT FOR SPECIAL BENEFITS.
SCHEDULE 11:
LAWRENCE YOSWA, PRESIDENT, RESIGNED DURING 2022 AND RICHARD ERICKSON WAS APPOINTED PRESIDENT. SCOTT GELHAR, RECORDING SECRETARY, RETIRED DURING 2022 AND RODERICK ALSTEAD WAS APPOINTED RECORDING SECRETARY. RODERICK ALSTEAD, TRUSTEE, RESIGNED DURING 2022 AND JESSE CASE WAS APPOINTED TRUSTEE. RICHARD ERICKSON, TRUSTEE, RESIGNED DURING 2022. THIS POSITION REMAINED UNFILLED AS OF DECEMBER 31, 2022.