2023-05-02T16:01:57-05:00 2022-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2022-01-01 362118228 UNITED ASSOCIATION OF PLUMBERS & PIPEFITTERS LOCAL 23 UNIT 8153970350 4525 BOEING DRIVE ROCKFORD IL 61109 TIMOTHY HUFF SECY TREASURER-BUSINESS MANAGER 8153970350 2023-05-02 1 TIMOTHY HUFF 999009999 0 BRANDON WOLBER P01460460 3123680500 2023-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TIMOTHY HUFF 4525 BOEING DRIVE ROCKFORD IL 61109 2324978 0 X WWW.UALOCAL23.ORG X 1948 IL LABOR UNION 22 0 31 0 0 0 0 0 1882147 2069611 31035 44026 11352 184796 1924534 2298433 56534 83808 49155 17000 1017497 1015860 0 0 0 822271 903837 1945457 2020505 -20923 277928 5630422 5744375 207020 43045 5423402 5701330 LABOR UNION 0 0 TO ORGANIZE, UNITE, AND ASSIST MEMBERS FOR THE PURPOSE OF IMPROVING WAGES, HOURS, BENEFITS AND WORKING CONDITIONS, AND TO ADVANCE AND SAFEGUARD THE FULL EMPLOYMENT AND ECONOMIC SECURITY, AND SOCIAL WELFARE OF ITS MEMBERS. 0 0 1 1 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 1 0 0 0 1 0 0 0 0 0 1 0 0 1 26 0 1 31 1 0 0 0 0 1 1 0 0 0 0 0 X 22 0 0 0 0 0 1 1 1 1 1 0 0 0 0 1 1 1 1 0 X TIMOTHY HUFF 8153970350 4525 BOEING DRIVE ROCKFORD IL 61109 TIMOTHY HUFF BUSINESS MANAGER/FINL SECY 52.00 1.00 X 173666 0 106554 TIM LARUE PIPEFITTER EXAM BOARD 2.00 X 516 0 0 TIMOTHY PICKETT REFRIGERATION EXAM BOARD 2.00 X 412 0 0 KEITH DUNAWAY REFRIGERATION EXAM BOARD 2.00 X 567 0 0 DAVE BRYANT REFRIGERATION EXAM BOARD 2.00 X 566 0 0 BRIAN DEVEIRMAN PLUMBING EXAM BOARD 2.00 X 567 0 0 DOUG BAINBRIDGE FINANCE COMMITTEE 2.00 X 929 0 0 JOHN KRUSE FINANCE COMMITTEE 2.00 X 1236 0 0 THOMAS BROWN EXECUTIVE BOARD 2.00 1.00 X 1236 0 0 RYAN TRACEY B.A. / VP 48.00 X 149758 0 94936 ERIC GUSTAFSON EXECUTIVE BOARD 2.00 1.00 X 1134 0 0 DUSTIN MCCRACKEN PLUMBING EXAM BOARD 2.00 X 567 0 0 BRIAN SUIK EXECUTIVE BOARD 2.00 1.00 X 1848 0 385 GREG HARLE PRESIDENT 2.00 X 1236 0 0 RANDY LINDQUIST INSIDE GUARD 2.00 X 567 0 0 SHAWN ROSE PIPEFITTER EXAM BOARD 2.00 X 1392 0 385 RYAN MARSHALL BUSINESS AGENT 48.00 1.00 X 147366 0 94936 JOSH GARDNER FINANCE COMMITTEE 2.00 X 1236 0 0 COLTON MEYER PIPEFITTER EXAM BOARD 2.00 X 412 0 0 BRIAN HANDT PLUMBER EXAMINING BOARD 2.00 X 567 0 0 CARRIE CROSBY RECORDING SECRETARY 2.00 X 3291 0 385 RYAN HENRY EXECUTIVE BOARD 2.00 1.00 X 2055 0 385 491124 0 297966 3 0 1 0 0 MEMBERSHIP DUES/ASMNTS 900099 1828336 1828336 RENTAL INCOME - AFFILI 900099 221776 221776 FINES AND INITIATION F 900099 19499 19499 2069611 44026 44026 42040 26545 15495 15495 LOAN FORGIVENESS 900099 166565 166565 OTHER INCOME 900099 2736 2736 169301 2298433 2069611 0 228822 83808 17000 772675 105727 47450 44895 45113 4924 23875 8807 44643 12732 153998 13664 32993 207847 134874 17185 TARGET PAYMENTS 125523 MEMBERSHIP ACTIVITIES 99143 SHARED SERVICES 19854 DUES AND SUBSCRIPTIONS 1925 1850 2020505 1110049 1231915 13582 13602 200 200 1200 1200 3940474 2019426 1972437 1921048 2532954 2576410 5630422 5744375 29585 30005 166565 0 10870 13040 207020 43045 X 5423402 5701330 5423402 5701330 5630422 5744375 277928 0 X 0 1 X 1 0 1 1 0 PART I-A, LINE 1: THE LOCAL HAS ESTABLISHED THE LOCAL 23 POLITICAL ACTION COMMITTEE TO PROVIDE SUPPORT TO STATE AND LOCAL CANDIDATES FOR POLITICAL OFFICE WHOSE IDEALS ARE SIMILAR TO THOSE OF THE LOCAL OR ORGANIZED LABOR IN GENERAL. 0 1 X 243956 243956 3358875 1774655 1584220 281160 216529 64631 56483 28242 28241 1921048 PAYROLL WITHHOLDINGS 12309 TRAVELERS DUES COLLECTED AND NOT REMITTTED AT Y/E 731 13040 X PART IV, LINE 2B: THE LOCAL SERVES AS A CONDUIT TO COLLECT VARIOUS ASSESSMENTS OF AFFILIATES. SUCH ASSESSMENTS ARE WITHHELD FROM MEMBER'S PAY AND REMITTED WITH WORKING DUES BY UNION CONTRACTORS. THE LOCAL HAS ESTABLISHED SEGREGATED CHECKING ACCOUNTS TO HOLD SUCH MONIES UNTIL REMITTANCE IS MADE. PART X, LINE 2: THE LOCAL IS REQUIRED TO EVALUATE ITS TAX POSITIONS AND DISCLOSE THE AMOUNT OF A TAX LIABILITY IF THE LOCAL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE LOCAL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. GOLF OUTING 42040 42040 4950 8686 8392 4517 42040 42040 4950 8686 8392 4517 26545 15495 1 NIKOLAS RITSCHEL FOUNDATION 1915 STRATFORD LANE ROCKFORD IL 61107 460679386 501(C)3 12000 0 NOT APPLICABLE NOT APPLICABLE CHARITABLE DONATION VOTE YES FOR WORKERS RIGHTS 180 N STETSON AVE CHICAGO IL 60601 844854774 527 10000 0 NOT APPLICABLE NOT APPLICABLE GENERAL SUPPORT ROCKFORD AREA CONVENTION AND VISITORS BUREAU 102 N MAIN STREET ROCKFORD IL 61101 363342710 501(C)6 12000 0 NOT APPLICABLE NOT APPLICABLE GENERAL SUPPORT ROCKFORD AREA HABITAT FOR HUMANITY 5183 HARLEM ROAD LOVES PARK IL 61111 363592066 501(C)3 7000 0 NOT APPLICABLE NOT APPLICABLE CHARITABLE DONATION 2 2 PART I, LINE 2: THE EXECUTIVE BOARD CAREFULLY REVIEWS ALL REQUESTS FOR DONATIONS OR GRANTS PRIOR TO THEIR APPROVAL AND DISBURSEMENT. APPROVAL IS GRANTED ONLY TO REPUTABLE ORGANIZATIONS OR PROGRAMS WHICH HAVE SATISFIED THE BOARDS DUE DILIGENCE. THE BOARD PERFORMS NO SUBSEQUENT MONITORING OF THE USE OF THE DONATION OR GRANT. ALL RECORDS REGARDING DISBURSEMENT OF FUNDS ARE MAINTAINED AT THE ORGANIZATIONS OFFICE. X 0 0 0 TIMOTHY HUFF BUSINESS MANAGER/FINL SECY 168244 0 0 0 5422 0 75894 0 30660 0 280220 0 0 0 RYAN TRACEY B.A. / VP 143645 0 0 0 6113 0 66728 0 28208 0 244694 0 0 0 RYAN MARSHALL BUSINESS AGENT 142408 0 0 0 4958 0 66728 0 28208 0 242302 0 0 0 JOSH SANDMAN PLUMBER EXAMINING BOARD - PAST HARDSHIP LOAN TO PAY DUES X 200 200 0 1 1 200 PLUMBERS AND PIPEFITTERS LOCAL 23 UA TRAINING FUND AFFILIATED APPRENTICE FUND 207369 RENTAL INCOME 0 FORM 990, PART VI, SECTION A, LINE 6 THE LOCAL UNION'S GENERAL MEMBERSHIP IS COMPRISED OF INDIVIDUALS WHO HAVE EXECUTED A WRITTEN APPLICATION FOR MEMBERSHIP, HAVE TENDERED THE APPROPRIATE INITIATION FEES AND HAVE BEEN ACCEPTED INTO THE LOCAL. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS WITH VOTING RIGHTS AND CURRENT IN THEIR DUES PAYMENTS ARE ELIGIBLE TO VOTE FOR MEMBERS WHICH COMPRISE THE GOVERNING BODY OF THE LOCAL UNION. FORM 990, PART VI, SECTION A, LINE 7B THE GENERAL MEMBERSHIP APPROVES CHANGES TO THE GOVERNING DOCUMENTS ALONG WITH SIGNIFICANT DECISIONS MADE BY THE EXECUTIVE BOARD OF THE LOCAL UNION (GOVERNING BODY) AT MEMBERSHIP MEETINGS CONVENED AS REQUIRED BY INTERNATIONAL AND LOCAL GOVERNING DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PROVIDED TO THE LOCAL'S BUSINESS MANAGER, PRESIDENT, AND OFFICE MANAGER FOR THEIR REVIEW. UPON APPROVAL, THE BUSINESS MANAGER SIGNS AND THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 15 SALARY POLICIES ARE SET IN ACCORDANCE WITH THE BYLAWS. SALARIES ARE ANNUALLY REVIEWED AND APPROVED BY THE EXECUTIVE BOARD AND FINANCE COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE LOCAL UNION OFFICE. PLUMBERS AND PIPEFITTERS LOCAL 23 POLITICAL ACTION COMMITTEE 4525 BOEING DRIVE ROCKFORD IL 61109 352178332 PROVIDE SUPPORT TO STATE AND LOCAL POLITICAL CANDIDATES IL 527 NOT APPLICABLE NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0