2023-06-15T17:22:18-05:00 2022-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2022-01-01 366219511 OPERATING ENGINEERS LOCAL 150 APPRENTICESHIP FUND OPER 7084827300 6150 JOLIET ROAD COUNTRYSIDE IL 60525 JAMES M SWEENEY CHAIRMAN 7084827300 2023-06-15 1 JAMES SWEENEY 999009999 0 GREG WALLENBECKER P01451145 3123680500 2023-06-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES M SWEENEY 6150 JOLIET ROAD COUNTRYSIDE IL 60525 60306833 0 X WWW.ASIPLOCAL150.ORG X 1967 IL INSTRUCTING AND TRAINING OF PERSONS DESIRING TO BECOME OPERATING ENGINEERS, AND RETRAINING AND AND IMPROVING THE CAPABILITIES OF OPERATING ENGINEERS ALL IN COMFORMITY WITH THE FAIR LABOR STANDARDS ACT OF 1938, AS AMENDED, AND THE REGULATIONS ISSUED THEREUNDER. 12 12 103 0 0 0 5374280 445035 32347889 35978174 684521 1335318 292835 259186 38699525 38017713 0 0 0 0 16602407 16865343 0 0 0 9876847 10740204 26479254 27605547 12220271 10412166 65849227 69850177 2497494 2357639 63351733 67492538 APPRENTICESHIP TRAINING FUND 0 0 25305462 36000609 INSTRUCTING AND TRAINING OF PERSONS DESIRING TO BECOME OPERATING ENGINEERS, AND RETAINING AND IMPROVING THE CAPABILITIES OF OPERATING ENGINEERS. 25305462 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 59 0 1 103 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X TOM BERNSTEIN 7084827300 6150 JOLIET ROAD COUNTRYSIDE IL 60525 X JAMES SWEENEY CHAIRMAN 1.00 X 0 0 0 DAVID SNELTEN SECRETARY TREASURER 1.00 X 0 0 0 STEVEN CISCO TRUSTEE 1.00 X 0 0 0 WILLIAM COLLINS TRUSTEE 1.00 X 0 0 0 DAVE FAGAN TRUSTEE 1.00 X 0 0 0 DAVID ROCK TRUSTEE 1.00 X 0 0 0 MARSHALL DOUGLAS TRUSTEE 1.00 X 0 0 0 DANIEL PLOTE TRUSTEE 1.00 X 0 0 0 STEVE MICHAELS TRUSTEE 1.00 X 0 0 0 LARRY ECKARDT TRUSTEE 1.00 X 0 0 0 MIKE KRESGE TRUSTEE 1.00 X 0 0 0 JEFF HORNE TRUSTEE 1.00 X 0 0 0 TOM BERNSTEIN ADMINISTRATIVE MANAGER 1.00 39.00 X 0 247419 97733 MARTIN TUREK FIELD COLLECTOR 40.00 X 149877 0 121581 GEORGE ANTOS COORDINATOR 40.00 X 190922 0 122925 MARK KARA ASSISTANT COORDINATOR 40.00 X 159591 0 124269 THOMAS MILIANTI ASSISTANT COORDINATOR 40.00 X 159591 0 124269 DENISE SCHULTZ INSTRUCTOR 40.00 X 152716 0 124269 812697 247419 715046 49 0 1 0 ADELSTEIN & ASSOCIATES LLC 222 W ONTARIO ST STE 600 CHICAGO IL 60654 ADVERTISING 160000 KAREN CHOU 9558 GROSS POINT ROAD SKOKIE IL 60076 FIELD TECHNICIAN 119680 2 445035 445035 EMPLOYER CONTRIBUTIONS 900099 35725839 35725839 INSTRUCTOR SALARY REIMBURSEMENTS 900099 143055 143055 APPLICATION AND COURSE FEES 900099 109280 109280 35978174 1297108 1297108 22285570 41760 22269795 19325 15775 22435 38210 22435 15775 OTHER INCOME 900099 259186 259186 259186 38017713 36000609 0 1572069 6006 6006 8789387 8165098 624289 4798381 4457216 341165 2577020 2393794 183226 694549 645167 49382 39293 39293 32782 32782 10000 10000 33812 31408 2404 286154 126154 160000 183861 114506 69355 765588 711155 54433 2292872 2234398 58474 227069 223672 3397 19178 17814 1364 700477 700477 2137960 1985951 152009 393696 365704 27992 FUEL & EQUIPMENT 2109595 2071175 38420 TRAINING SCHOOL AND SUP 628027 628027 REIMBURSED ADMINISTRATI 446094 446094 RECRUITING 172773 172773 260973 260973 27605547 25305462 2300085 0 107161 31009 13787301 13664690 2613572 2834156 337724 581334 44742645 31387806 10620571 13354839 37940402 38805622 442496 578527 65849227 69850177 2219220 2225109 128404 132530 149870 0 2497494 2357639 X 0 0 0 0 63351733 67492538 63351733 67492538 65849227 69850177 10412166 -6271361 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 236795 236795 1203763 781112 422651 38875501 26724264 12151237 4426586 3882430 544156 13354839 X 31736352 -6271361 -6271361 38007713 10000 10000 38017713 27595547 0 27595547 10000 10000 27605547 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE FUND TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICIES ARE REFERENCED DURING ALL SOLICITATION ACTIVITIES. X 0 0 0 0 0 0 0 0 0 TOM BERNSTEIN ADMINISTRATIVE MANAGER 0 247419 0 0 0 0 0 58355 0 39378 0 345152 0 0 GEORGE ANTOS COORDINATOR 190922 0 0 0 0 0 80690 0 42235 0 313847 0 0 0 MARK KARA ASSISTANT COORDINATOR 159591 0 0 0 0 0 82034 0 42235 0 283860 0 0 0 THOMAS MILIANTI ASSISTANT COORDINATOR 159591 0 0 0 0 0 82034 0 42235 0 283860 0 0 0 DENISE SCHULTZ INSTRUCTOR 152716 0 0 0 0 0 82034 0 42235 0 276985 0 0 0 MARTIN TUREK FIELD COLLECTOR 149877 0 0 0 0 0 76658 0 44923 0 271458 0 0 0 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 150 COMMON TRUSTEES / OFFICERS 1053363 LAND AND BUILDING LEASE 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES AND FUND ADMINISTRATION PRIOR TO FILING. AFTER THE BOARD'S REVIEW, THE FORM IS APPROVED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES SHALL REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY TAKING ALL STEPS THEY DEEM NECESSARY TO ENSURE SUCH MONITORING AND ENFORCEMENT. FORM 990, PART VI, SECTION B, LINE 15 SALARIES ARE ANNUALLY REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. FORM 990, PART VII, SECTION A, LINE 1A THE ORGANIZATION'S ADMINISTRATIVE MANAGER IS ALSO THE ADMINISTRATIVE MANAGER OF SEVERAL RELATED ENTITIES. THE REPORTING ORGANIZATION REIMBURSES ONE OF THE RELATED ENTITIES FOR ITS ALLOCATED PORTION OF HIS SALARY, FRINGE BENEFITS AND PAYROLL TAXES. MIDWEST OPERATING ENGINEERS PENSION TRUST FUND 6150 JOLIET ROAD COUNTRYSIDE IL 60525 366140097 PROVIDE DEATH AND RETIREMENT BENEFITS FOR ELIGIBLE PARTICIPANTS IL 401(A) N/A N/A 0 MIDWEST OPERATING ENGINEERS PENSION FUND BUILDING CORPORATION 6150 JOLIET ROAD COUNTRYSIDE IL 60525 030526632 HOLD TITLE TO BUILDING USED BY PENSION TRUST FUND IL 501(C)2 N/A N/A 0 MIDWEST OPERATING ENGINEERS WELFARE FUND 6150 JOLIET ROAD COUNTRYSIDE IL 60525 366109395 PROVIDE WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS IL 501(C)9 N/A N/A 0 MIDWEST OPERATING ENGINEERS RETIREE WELFARE PLAN 6150 JOLIET ROAD COUNTRYSIDE IL 60525 371752023 PROVIDE WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS IL 501(C)9 N/A N/A 0 MIDWEST OPERATING ENGINEERS RETIREMENT ENHANCEMENT FUND 6150 JOLIET ROAD COUNTRYSIDE IL 60525 510669630 PROVIDE RETIREMENT BENEFITS FOR ELIGIBLE PARTICIPANTS IL 401(A) N/A N/A 0 INDIANA ILLINOIS & IOWA FOUNDATION FOR FAIR CONTRACTING 6170 JOLIET ROAD COUNTRYSIDE IL 60525 364276271 MONITOR AND TRACK CONSTRUCTION PROJECTS FOR DAVIS-BACON ACT VIOLATIONS IL 501(C)5 N/A N/A 0 MIDWEST OPERATING ENGINEERS CONST INDUSTRY & SERVICE TRUST FUND 6170 JOLIET ROAD COUNTRYSIDE IL 60525 364041715 SOLVING PROBLEMS AND TO EXPAND THE MARKET FOR THE CONSTRUCTION INDUSTRY IL 501(C)5 N/A N/A 0 MIDWEST OPERATING ENGINEERS NOT-FOR-PROFIT IT SERVICE 6170 JOLIET ROAD COUNTRYSIDE IL 60525 421746108 IT SERVICE IL N/A EXCLUDABLE -943725 516401 0 0 0.26330 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 MIDWEST OPERATING ENGINEERS WELFARE FUND Q 241048 FAIR MARKET VALUE MIDWEST OPERATING ENGINEERS PENSION TRUST FUND Q 193369 FAIR MARKET VALUE MIDWEST OPERATING ENGINEERS RETIREE WELFARE PLAN Q 76464 FAIR MARKET VALUE MIDWEST OPERATING ENGINEERS WELFARE FUND P 371491 FAIR MARKET VALUE MIDWEST OPERATING ENGINEERS PENSION TRUST FUND P 80609 FAIR MARKET VALUE