Accounting and Budget Department
Office of the General Secretary-Treasurer

The Accounting and Budget Department is responsible for originating, analyzing, interpreting, and supplying accurate and reliable financial information. The financial information includes the following:

• Consolidated General (International Brotherhood of Teamsters, and Teamsters National Headquarters Building Corporation) and Defense Fund financial statements for presentation by the General Secretary-Treasurer to the General Executive Board on a quarterly basis, as well as financial statements for related organization.

• All Governmental Tax and Information Returns for all funds (i.e., LM-2, 990, etc.)

• Financial records for the Democratic, Republican, Independent Voter Education (DRIVE) Department.

The department also administers the International Union’s insurance policies and oversees and processes all financial transactions relating to the worker Health and Safety Training Grant from the National Institute of Environmental Health and other government grants.

The Accounting and Budget Department is comprised of six basic sections: General Ledger, Budget, and Reporting; Accounts Payable; Travel Expense, Payroll, Pre-Audit and DRIVE.

• General Ledger, Budget, and Reporting section is responsible for maintaining the general ledger, budget information, and preparing accounting reports and analyses.

• Out-of-Work Benefits section processes out-of-work benefit payments regarding collective bargaining and certain recognitional matters.

• Accounts Payable section is primarily concerned with processing vendor invoices.

• Travel Expense section audits and processes travel expense reports.

• Payroll section is responsible for payroll disbursements along with related tax and informational reports.

Michael Caputy, Director
Phone (202) 624-6800
Fax (202) 624-8108

 

Affiliate Bookkeeping Systems Department
Office of the General Secretary-Treasurer

The Affiliate Bookkeeping Systems Department services our affiliates through maintaining and updating bookkeeping  systems as prescribed by the International Constitution. The current mandated bookkeeping systems are TITAN (Teamsters Information Terminal Accounting Network) which is a membership dues accounting and recordkeeping network that allows Local Unions to accurately post membership dues and maintain membership records on members. The TITAN system is currently installed and operational in approximately 98 percent of our affiliates.

The Affiliate Bookkeeping System Department also updates and maintains the computerized bookkeeping systems and they are the Computerized Bookkeeping Systems (CBS) along with a version of QuickBooks modified to be used by labor unions. The computerized bookkeeping systems eliminate the required manual entries necessary to complete the Cash receipts and Cash Disbursement functions of the required bookkeeping system for our affiliated local unions and joint councils. The systems also provide the option of producing checks, which further reduces the time necessary to complete monthly and annual financial reports.

Assigned to the Affiliate Bookkeeping Systems Department is a staff of TITAN Field Representatives who are regularly dispatched to our affiliates for the purpose of training office personnel on the TITAN system, Computerized Bookkeeping System, QuickBooks and, if applicable, the Manual Bookkeeping System as well as, a staff of  TITAN Procedural Coordinators (TPI) that are experienced and proficient in all bookkeeping systems available and can be reached at (800 424-5132. The department also assists in compiling mailing lists applicable to Master Agreements and in mailings to members and affiliates.

Pamela Turner, Director
Phone (202) 624-6876
Fax (202) 624-6849

 

Affiliates and Automated Records Department
Office of the General Secretary-Treasurer

The Affiliates and Automated Records Department records all per capita tax payments and other receipts applicable to the International Union. The department communicates regularly with our affiliates on matters such as issuance of new charters, processing revised charter applications, mailing lists, procurement of all seals, surety bond coverage for affiliates, and group exemption with the IRS. With the Office of the General Secretary-Treasurer, the department is also involved in requested waivers of dues and fees as required by the International Constitution.

The department comprises three sections:

• General Secretary-Treasurer Files and General President Files: Maintains all records in accordance with records retention requirements.
• Per Capita Tax/Supplies: Audits local unions’ Monthly Remittance Statements and accompanying per capita tax payments. Coordinates requests for supplies from the Supplies Order Form. Maintains membership information.
• Report and Roster: Maintains mailing lists for the Teamster Magazine, and coordinates affiliates’ requests for mailing lists for their publications. Maintenance of Official Election Report Forms and publication of the Roster of Affiliates.

Debbie Sloskey, Director
Phone (202) 624-6966
Fax (202) 624-8110
 

Capital Strategies Department
Office of the General Secretary-Treasurer

The Capital Strategies Department works to build Teamster power in the capital markets. With roughly $100 billion invested in equity assets, Teamsters are working to reform how Corporate America does business—ensuring that Teamster money works for Teamster members. By demanding responsible corporate behavior Teamsters are encouraging better corporate performance over the long-term, and greater opportunities for workers to have a voice on the job to secure fair wages, benefits and working conditions.

Carin Zelenko, Director
Phone (202) 624-8100
Fax (202) 624-6833

DRIVE Accounting Department
Office of the General Secretary-Treasurer

The DRIVE Accounting Department is responsible for activities regarding National DRIVE, the political action committee of the International Brotherhood Teamsters. National DRIVE is a separate segregated fund registered with the Federal Election Commission (FEC). The Department processes the Voluntary Authorization Cards to allow for Teamster membership participation in National DRIVE. The Department is responsible for the registration and compliance with the FEC and state campaign finance regulations. Teamster membership contributions to DRIVE are processed through payroll deduction and DRIVE Accounting Department is responsible for the collection and recordkeeping of all receipts received. All candidate and committee contributions are processed through the DRIVE Accounting Department. DRIVE Accounting Department fulfills requests for DRIVE information from Teamster local unions, joint councils, trade divisions and conferences and the General Executive Board.

Colleen Brady, Director
Phone (202) 624-6821
Fax (202) 624-8796

Information Systems Department
Office of the General Secretary-Treasurer

The Information Systems Department services the data processing requirements of the International Union headquarters and our affiliates. Applications at the International Union headquarters include, among other things, DRIVE accounting, implementation and support of the International Union’s accounting functions, development of a new accounting package for the Teamster Affiliate Pension Plan, implementation of a new payroll system, contract retrieval system, and other strategic applications.

This department presently processes the mailing lists for the International Union magazine and other mailings as required through interaction with the TITAN database. Information Systems also provides the source for the mailing lists applicable to the United Parcel Service Master Agreement, National Master Freight Agreement, and the National Master Automobile Transporters Agreement.

The TITAN (Teamsters Information Terminal Accounting Network) System is a local union dues accounting system and communications network that allows more than 95 percent of our affiliates to effectively administer their dues accounting and record keeping functions. In addition, it provides electronic message transmission capabilities to and from our affiliates connected to the network or International Union offices, in less time than it normally takes to make a phone call.

The Computerized Bookkeeping System (CBS) automates the Manual for Local Union Secretary-Treasurers. It eliminates the required manual entries necessary to complete the Cash Receipts and Cash Disbursement functions of the required bookkeeping system for our affiliated local unions and joint councils. The system also provides the option of producing checks, which further reduces the time necessary to complete the monthly and annual financial reports.

Assigned to the Information Systems Department is a staff of TITAN Field Representatives who are regularly dispatched to our affiliates for the purpose of training office personnel on the TITAN System, computerized Bookkeeping System, and, if applicable, the Manual Bookkeeping System.

David Martin, Director
Phone (202) 624-7480
Fax (202) 624-6849

 

International Auditors
Office of the General Secretary-Treasurer

As required by the International Union Constitution, there is a staff of International Auditors assigned to the Office of the General Secretary-Treasurer. The primary purpose of the International Auditors is to perform procedural and compliance audits of our affiliates. In addition, they provide services to our affiliates in understanding our required bookkeeping systems: TITAN—Computerized Bookkeeping System—Manual Bookkeeping System.

Richard Bell, Executive Assistant to the General Secretary-Treasurer
Phone (202) 624-6840
Fax (202) 624-8110