2023-02-20T10:57:05-06:00 2022-12-31 430352985 KERBER ECK & BRAECKEL LLP 3200 ROBBINS ROAD STE 200A SPRINGFIELD IL 62704 990 2022-01-01 370347820 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNION NO 965 INTE 2175289659 3520 EAST COOK SPRINGFIELD IL 62703 BRET SCAGGS BUSINESS MANAGER 2175289659 2023-02-13 1 BRET SCAGGS 999009999 0 JOSH C CLARK P01424717 2177890960 2023-02-13 2 AAL1 IAL1 2022 2023-03-07 01:45:13Z BRET SCAGGS 3520 EAST COOK SPRINGFIELD IL 62703 2380667 0 X N/A X 1931 IL TO REPRESENT MEMBERS OF THE INTERATIONAL UNION OF OPERATING ENGINEERS. THE LOCAL SERVES MEMBERS IN THE CENTRAL AND WEST CENTRAL ILLINOIS AREA. 14 8 17 9 0 0 0 0 2563871 2269473 56555 85433 3300 5500 2623726 2360406 26522 130641 54485 51283 1194887 1365756 0 0 0 379527 592792 1655421 2140472 968305 219934 5292150 5114481 10570 9400 5281580 5105081 TO REPRESENT MEMBERS OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS IN THE CENTRAL AND WEST CENTRAL ILLINOIS AREA. 0 0 TO ORGANIZE ALL WORKERS TO SECURE IMPROVED WAGES, HOURS, WORKING CONDITIONS AND OTHER ECONOMIC ADVANTAGES THROUGH ORGANIZATION, NEGOTIATION AND COLLECTIVE BARGAINING. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 6 0 1 17 1 0 0 0 0 0 0 0 0 X 14 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X BRET SCAGGS 2175289659 3520 E COOK SPRINGFIELD IL 62703 BRET SCAGGS BUSINESS MANAGER 40.00 X X 185375 0 101616 MICHEAL MCQUAY BUSINESS AGENT/PRESIDENT 40.00 X X 137665 0 84271 PATRICK MCCAHERTY BUSINESS AGENT/VICE-PRESIDENT 40.00 X X 133573 0 82470 MYRNA BOMKAMP RECORDING SECRETARY 1.00 X X 0 0 990 JASON RHOADES BUSINESS AGENT/FIN. SECRET 40.00 X X 133059 0 82470 CHRIS ARNOLD BUSINESS AGENT/TREASURER 40.00 X X 133059 0 84032 LEE PETERS CONDUCTOR 1.00 X 0 0 270 BRAD DELONG BUSINESS AGENT/GUARD 40.00 X 133059 0 82470 RYAN DIONNE TRUSTEE 1.00 X 0 0 425 LISA HARDING TRUSTEE 1.00 X 0 0 128 DALE CARTER TRUSTEE 1.00 X 0 0 510 DALTON KOPREK AUDITOR 1.00 X 0 0 510 RILEY MCGILLICUDDY AUDITOR 1.00 X 0 0 128 JASON RICHARDSON AUDITOR 1.00 X 0 0 128 SHANON BRICKEY VICE PRESIDENT 1.00 X 0 0 585 KENT CAMPBELL TREASURER 1.00 X 0 0 405 MICHAEL LEMONS TRUSTEE 1.00 X 0 0 128 TOM GROVER TRUSTEE 1.00 X 0 0 405 855790 0 521941 6 0 1 0 0 WORKING ASSESSMENTS 900099 2205430 2205430 INITIATION, REINSTATEM 900099 52627 52627 FINES 900099 520 520 10896 10896 2269473 60694 60694 5500 0 5500 5500 5500 45000 20261 24739 24739 24739 2360406 2299712 0 60694 130641 51283 946465 192714 166658 59919 20723 20900 10555 7914 63190 86003 71845 5226 74669 17091 MEMBER BENEFITS 60696 TARGET FUND DISTRIBUTIO 52070 POLITICAL CONTRIBUTIONS 48000 MISCELLANEOUS EXPENSES 39172 14738 2140472 1283799 1145444 665484 668268 300000 300000 1404042 655814 730316 748228 2312551 2252541 5292150 5114481 10570 9400 10570 9400 X 5281580 5105081 5281580 5105081 5292150 5114481 219934 -396433 0 X X 0 1 X 1 0 48000 IUOE LOCAL 965 PEC 3250 EAST COOK STREET SPRINGFIELD IL 62703 262407673 36120 PART I-A, LINE 1: DONATIONS TO POLITICAL CAMPAIGNS. 98886 98886 881628 430695 450933 132877 106536 26341 290651 118583 172068 748228 X 2111791 -396433 147818 -248615 2360406 0 2360406 2311177 170705 170705 2140472 0 2140472 PART X, LINE 2: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNION NO. 965 IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AND, AS SUCH, IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE CODE. THE LOCAL HAS RECOGNIZED IN THE FINANCIAL STATEMENTS THE EFFECTS OF ALL TAX POSITIONS AND CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, CHANGES IN TAX LAW, AND NEW AUTHORITATIVE RULINGS. THE LOCAL IS NOT AWARE OF ANY CIRCUMSTANCES OR EVENTS THAT MAKE IT REASONABLY POSSIBLE THAT UNRECOGNIZED TAX BENEFITS MAY INCREASE OR DECREASE WITHIN 12 MONTHS OF THE DATE OF THE STATEMENT OF ASSETS, LIABILITIES AND NET ASSETS. PENALTIES AND INTEREST ASSESSED BY TAXING AUTHORITIES ARE INCLUDED IN THE MANAGEMENT AND GENERAL EXPENSES, IF APPLICABLE. THERE WERE NO INTEREST OR PENALTIES PAID DURING 2022 OR 2021. THE LOCAL FILES INFORMATIONAL FEDERAL TAX RETURNS IN THE FEDERAL JURISDICTION. PART XI, LINE 2D - OTHER ADJUSTMENTS: PAC INCOME - SEPARATE ENTITY FOR TAX PURPOSES 36,120. SCHOLARSHIP INCOME - SEPARATE ENTITY FOR TAX PURPOSES 36,470. PEF INCOME - SEPARATE ENTITY FOR TAX PURPOSES 75,228. PART XII, LINE 2D - OTHER ADJUSTMENTS: PAC EXPENSES - SEPARATE ENTITY FOR TAX PURPOSES 153,180. SCHOLARSHIP EXPENSES - SEPARATE ENTITY FOR TAX PURPOSES 17,525. PART VI, LINE 1E OTHER IS FOR AUTOMOBILES AND LAND IMPROVEMENTS. 1 CHICAGO FEDERATION OF LABOR 180 N STETSON AVE SUITE 1529 CHICAGO IL 60601 844854774 100000 0 CASH PAID TO HELP PASS LEGISLATION RELATED TO WORKERS RIGHTS PART I, LINE 2: ALL CONTRIBUTIONS ARE SUBJECT TO APPROVAL BY THE BOARD. THE RECORD OF ANY CONTRIBUTIONS ARE MAINTAINED IN THE BOARD MINUTES. X X X 0 0 0 BRET SCAGGS BUSINESS MANAGER 178525 0 0 0 6850 0 50549 0 51067 0 286991 0 0 0 MICHEAL MCQUAY BUSINESS AGENT/PRESIDENT 137665 0 0 0 0 0 43913 0 40358 0 221936 0 0 0 CHRIS ARNOLD BUSINESS AGENT/TREASURER 133059 0 0 0 0 0 44587 0 39445 0 217091 0 0 0 PATRICK MCCAHERTY BUSINESS AGENT/VICE-PRESIDENT 131073 0 0 0 2500 0 43025 0 39445 0 216043 0 0 0 JASON RHOADES BUSINESS AGENT/FIN. SECRET 120909 0 0 0 12150 0 43025 0 39445 0 215529 0 0 0 BRAD DELONG BUSINESS AGENT/GUARD 124709 0 0 0 8350 0 43025 0 39445 0 215529 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE UNION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A AN ELECTION COMMITTEE OF 5 MEMBERS WHO ARE NOT CANDIDATES FOR ANY OFFICE ARE ELECTED BY THE LOCAL UNION AT ITS REGULAR MEMBERSHIP MEETING IN THE MONTH OF JUNE (AFTER NOMINATION OF CANDIDATES) PRECEDING THE ELECTION, AND SHALL HAVE FULL CHARGE OF THE ELECTION. ELECTION OF OFFICERS TAKES PLACE AT THE REGULAR MEMBERSHIP MEETING. FORM 990, PART VI, SECTION A, LINE 7B SOME DECISIONS OF THE GOVERNING BOARD ARE SUBJECT TO APPROVAL BY MEMBERS. FOR EXAMPLE, PERMANENT PLANT AND SHOP AGREEMENTS MUST BE APPROVED AT A MEETING OF THE MAJORITY OF THE MEMBERS EMPLOYED UNDER THE AGREEMENT. ALL MEMBERS EMPLOYED UNDER THE AGREEMENT SHALL BE NOTIFIED OF SUCH MEETING. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY, GENERALLY BEFORE IT IS FILED. BUSINESS MANAGER ALWAYS REVIEWS THE FORM AND SIGNS IT BEFORE IT IS FILED. IF TIME PERMITS BETWEEN THE ORGANIZATION'S RECEIPT OF THE FORM 990 AND THE DUE DATE, THE EXECUTIVE BOARD MEMBERS ALSO REVIEW IT BEFORE IT IS FILED. IF TIME DOES NOT PERMIT, THE EXECUTIVE BOARD REVIEWS IT AT THEIR NEXT MEETING. IN ADDITION, COPIES ARE MADE AVAILABLE TO MEMBERS AT THE GENERAL MEMBERSHIP MEETING. FORM 990, PART VI, SECTION B, LINE 12C EACH NEW RESPONSIBLE PERSON IS REQUIRED TO REVIEW A COPY OF THE CONFLICTS OF INTEREST POLICY AND ACKNOWLEDGE IN WRITING THAT HE OR SHE HAS DONE SO. EACH RESPONSIBLE PERSON MUST ANNUALLY DISCLOSE POTENTIAL CONFLICTS OF INTEREST. THE POLICY SHALL BE REVIEWED ANNUALLY BY EACH MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF ALL OFFICERS AND EMPLOYEES OF THE LOCAL UNION AND ALL EXPENSES SHALL BE SET BY THE MEMBERSHIP OF THE LOCAL UNION. SUCH COMPENSATION AND EXPENSES SHALL BE FIXED AT THE NEXT REGULAR MEETING AFTER THE ELECTION OF THE OFFICERS DURING THE MEETING OF THE INSTALLATION OF OFFICERS. SUCH COMPENSATION AND EXPENSE ALLOWANCE SHALL NOT THEREAFTER BE CHANGED WITHOUT A NOTICE TO THE MEMBERSHIP IS TO BE VOTED UPON, SUCH NOTICE BEING MAILED TO ALL THE MEMBERS PRIOR TO SUCH CALLED MEETING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC AT ITS MEMBERSHIP MEETINGS. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY WOULD BE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 1: MODIFIED CASH BASIS OPERATING ENG APPRENTICESHIP & SKILL IMPROVEMENT COMMITTEE FOR CENTRAL IL 3208 YOUNG ROAD MECHANICSBURG IL 62545 370918073 PROVIDE APPRENTICESHIP TRAINING PROGRAM FOR NEW UNION MEMBERS. IL 501(C)(3) LINE 2 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 965 0 IUOE LOCAL 965 PEC 3520 EAST COOK STREET SPRINGFIELD IL 62703 262407673 ATTEMPTING TO INFLUENCE ELECTIONS OF LOCAL PUBLIC OFFICES. IL 527 0 CHUCK SMITH MEMORIAL SCHOLARSHIP FUND 3520 EAST COOK STREET SPRINGFIELD IL 62703 262521717 PROVIDE SCHOLARSHIPS FOR EDUCATIONAL ACTIVITIES AT COLLEGES,UNIVERSITIES,ETC IL 501(C)(3) LINE 9 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 OPERATING ENG APPRENTICESHIP & SKILL IMPROVEMENT COMMITTEE FOR CENTRAL IL Q 451504 CASH PAID