2023-11-13T10:16:36-06:00 2022-12-31 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2022-01-01 410588270 UNITED ASSOCIATION OF JOURNEYMEN & APPRENTICES LOCAL NO 539 UNIT 6123794711 312 CENTRAL AVENUE SE 408 MINNEAPOLIS MN 55414 RUSSELL SCHERBER BUSINESS MGR/FINANCIAL SECRETARY 6123794711 2023-11-13 1 RUSSELL SCHERBER 999009999 1 LARRY WOOD P00634996 9528413950 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RUSSELL SCHERBER 312 CENTRAL AVENUE SE 408 MINNEAPOLIS MN 55414 4417569 0 0297 X WWW.PIPEFITTERS539.COM X 1911 MN LABOR UNION 5 1 31 0 0 0 0 0 4105160 4391444 14139 13406 3836 12719 4123135 4417569 27561 26036 128000 112000 1652035 1700528 0 0 0 1719984 2168071 3527580 4006635 595555 410934 5813912 6222250 34561 31965 5779351 6190285 LOCAL UNION 0 0 TO ORGANIZE ALL WORKERS FOR THE MORAL, ECONOMIC AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS. TO PROTECT THE WORKERS IN THE PIPE FITTING INDUSTRY BY PROMOTING BETTER WAGES, BENEFITS AND WORKING CONDITIONS. 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 21 0 1 31 1 0 0 0 0 1 1 0 0 0 0 0 X 5 1 1 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 X RUSSELL SCHERBER 6123794711 312 CENTRAL AVENUE SE 408 MINNEAPOLIS MN 55414 DAVID GOOLEY VICE PRESIDENT-PAST 1.00 0.25 X X 1402 0 0 PAUL BARBATO EXECUTIVE BOARD-PAST 1.00 0.25 X X 0 0 0 KEVIN PISTER EXECUTIVE BOARD 1.00 0.25 X X 2462 0 0 GENE HUSTED VICE PRESIDENT/EXEC BOARD-PAST 1.00 0.25 X X 3560 0 0 ANDY MEDRANO EXAMINING BOARD-PAST 1.00 0.25 X X 50 0 0 ALAN STREFF EXEC BOARD/RECORDING SEC-PAST 1.00 0.25 X X 1252 0 0 JUSTIN KLEINMAN EXECUTIVE BOARD 1.00 0.25 X X 0 0 0 ANDY NOWAK EXECUTIVE BOARD 1.00 0.25 X X 1462 0 0 RUSSELL SCHERBER BUSINESS MANAGER/FINANCIAL SEC 50.00 X 179491 0 157207 PAUL BATSCHE ASST BUSINESS MANAGER 45.00 X 145001 0 106450 TIM BATSCHE PRESIDENT 1.00 0.25 X 1812 0 0 SHAWN COLLETTE FINANCE COMMITTEE 1.00 0.25 X 550 0 0 TODD REITER FINANCE COMMITTEE 1.00 0.25 X 550 0 0 KEVIN SCHMIDT INSIDE GUARD-PAST 1.00 0.25 X 0 0 0 JACOB PETTIT BUSINESS AGENT 45.00 X 135911 0 112573 BRANDON SCHAUER BUSINESS AGENT 45.00 X 143039 0 109091 TERRY SCHERBER BUSINESS AGENT 45.00 X 141976 0 109594 TOBY BOETA EXECUTIVE BOARD-PAST 1.00 0.25 X 500 0 0 CHAD JACOBSON FINANCE COMMITTEE 1.00 0.25 X 550 0 0 REBECCA SCHOLL EXAMINING BOARD 1.00 0.25 X 50 0 0 JOHN CLEMMER EXAMINING BOARD-PAST 1.00 0.25 X 100 0 0 MIKE SCHERBER RECORDING SECRETARY 1.00 0.25 X 0 0 0 CHRIS PROSE INSIDE GUARD 1.00 0.25 X 0 0 0 PAUL MAURICE EXAMINING BOARD 1.00 0.25 X 404 0 0 SARAH PADOVESE EXAMINING BOARD 1.00 0.25 X 808 0 0 760930 0 594915 5 0 1 0 0 MEMBERSHIP DUES AND AS 900099 4391444 4391444 4391444 13406 13406 OTHER REFUNDS AND REIM 900099 7289 7289 SALE OF UNION PROMO ME 900099 3498 3498 CHECKS WRITTEN OFF 900099 1932 1932 12719 4417569 4391444 0 26125 20449 5587 112000 1355845 144357 52233 79453 68640 1463 20128 10000 7458 75815 89102 36335 24635 1186177 58360 13291 TARGETING EXPENSES 529994 MEMBER EVENTS 66290 TRAINING EXPENSES 19891 SPORTS TICKETS FOR MEMB 17462 11670 4006635 4569872 4939539 934154 1029994 308860 277088 88941 31772 206145 206145 14800 14800 5813912 6222250 34561 31965 34561 31965 X 5779351 6190285 5779351 6190285 5813912 6222250 410934 0 X 0 1 X 1 0 1 1 0 PART I-A, LINE 1: PIPE FITTERS UNION LOCAL NO. 539 POLITICAL ACTION FUND WAS ESTABLISHED TO SUPPORT CANDIDATES FOR STATE AND LOCAL POLITICAL OFFICE WHO PROMOTE THE INTERESTS OF ORGANIZED LABOR. THE POLITICAL ACTION FUND IS FUNDED BY VOLUNTARY CONTRIBUTIONS FROM MEMBERS. 160452 157527 2925 93783 86263 7520 54625 33298 21327 31772 DUE TO RELATED ORGANIZATION 19525 PAYROLL WITHHOLDINGS NOT REMITTED AT YEAR END 12440 31965 X PART X, LINE 2: THE LOCAL UNION IS REQUIRED TO EVALUATE ITS TAX POSITIONS AND DISCLOSE THE AMOUNT OF A TAX LIABILITY IF THE LOCAL UNION HAS TAKEN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE LOCAL UNION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 FLORAL ARRANGEMENTS 8 1587 COST IT IS CUSTOMARY FOR THE LOCAL UNION TO PROVIDE FLORAL ARRANGEMENTS TO FAMILIES OF DECEASED INDIVIDUALS AFFILIATED WITH THE LOCAL UNION. SCHOLARSHIPS 4 4000 SCHEDULE I, PART I, LINE 2: THE LOCAL UNION EXERCISES DUE DILIGENCE PRIOR TO GIVING GRANTS AND OTHER ASSISTANCE. GRANTS AND OTHER ASSISTANCE ARE MADE FOR THE GENERAL USE OF THE ORGANIZATIONS AND INDIVIDUALS THAT RECEIVE THEM. ALL GRANTS AND OTHER ASSISTANCE ARE APPROVED BY THE EXECUTIVE BOARD AND DOCUMENTED IN THE EXECUTIVE BOARD MINUTES. DOCUMENTATION FOR ALL GRANTS AND OTHER ASSISTANCE IS RETAINED AT THE LOCAL UNION'S OFFICE. THERE IS NO ADDITIONAL MONITORING ONCE A CONTRIBUTION IS MADE. X 0 0 0 RUSSELL SCHERBER BUSINESS MANAGER/FINANCIAL SEC 159201 0 0 0 20290 0 126703 0 30504 0 336698 0 0 0 BRANDON SCHAUER BUSINESS AGENT 128039 0 0 0 15000 0 86213 0 22878 0 252130 0 0 0 TERRY SCHERBER BUSINESS AGENT 126567 0 0 0 15409 0 86716 0 22878 0 251570 0 0 0 PAUL BATSCHE ASST BUSINESS MANAGER 130748 0 0 0 14253 0 83572 0 22878 0 251451 0 0 0 JACOB PETTIT BUSINESS AGENT 121774 0 0 0 14137 0 89695 0 22878 0 248484 0 0 0 PART I, LINE 3 COMPENSATION IS DETERMINED BY THE UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES LOCAL NO. 539 BYLAWS. FORM 990, PART VI, SECTION A, LINE 2 TIM BATSCHE, PRESIDENT, IS THE BROTHER OF PAUL BATSCHE, ASSISTANT BUSINESS MANAGER. RUSSELL SCHERBER, BUSINESS MANAGER/FINANCIAL SECRETARY, IS THE BROTHER OF TERRY SCHERBER, BUSINESS AGENT. FORM 990, PART VI, SECTION A, LINE 6 THE LOCAL UNION IS COMPOSED OF ACTIVE MEMBERS, RETIRED MEMBERS, AND APPRENTICES. FORM 990, PART VI, SECTION A, LINE 7A OFFICERS OF THE LOCAL UNION ARE ELECTED BY ACTIVE AND RETIRED MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B ACTIVE AND RETIRED MEMBERS MUST RATIFY ANY BYLAW AMENDMENTS AND CHANGES TO WAGE OR FRINGE BENEFIT RATES. ACTIVE AND RETIRED MEMBERS MUST ALSO APPROVE ALL EXPENSES OF THE LOCAL UNION, ANY STRIKES, PAYMENTS OF DUES FOR MEMBERS, AND ALL ASSESSMENTS AND FINES IMPOSED ON THE MEMBERSHIP. THIS OCCURS AT PERIODIC MEMBERSHIP MEETINGS CONVENED AS REQUIRED BY THE GOVERNING DOCUMENTS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO AND REVIEWED BY THE ENTIRE EXECUTIVE BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH OFFICER, AGENT AND EXECUTIVE BOARD MEMBER IS REQUIRED TO ANNUALLY SIGN A STATEMENT WHICH AFFIRMS EACH PERSON: HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THE UNION IS A NON-PROFIT LABOR ORGANIZATION AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. IN ADDITION, PERIODIC REVIEWS OF THE CONFLICT OF INTEREST POLICY ARE CONDUCTED. THE PERIODIC REVIEWS, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLY BASED AND WHETHER ARRANGEMENTS AND TRANSACTIONS WITH OTHER ENTITIES CONFORM TO THE UNION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER THE UNION'S PURPOSES AS A LABOR ORGANIZATION AND DO NOT RESULT IN INUREMENT, IMPERMISSABLE PRIVATE BENEFIT OR AN IN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS UPON REQUEST AT THE LOCAL UNION'S OFFICE. PIPE FITTERS LOCAL 539 PAC 312 CENTRAL AVENUE SE SUITE 408 MINNEAPOLIS MN 55414 410588270 POLITICAL ACTION COMMITTEE MN 527 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0