2024-08-19T15:01:56-05:00 2023-12-31 842885766 ROMOLO & ASSOCIATES LLC 1700 W LUTHY DRIVE PEORIA IL 61615 990 2023-01-01 370347820 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNION NO 965 INTE 2175289659 3520 EAST COOK SPRINGFIELD IL 62703 JASON RHOADES BUSINESS MANAGER 2175289659 2024-08-16 1 1 JENNIFER L SMITH P01207947 3096822001 2024-08-16 2023 2024-08-08 14:25:15Z JASON RHOADES 3520 EAST COOK SPRINGFIELD IL 62703 3703685 0 X WWW.IUOE965.ORG X 1931 IL TO REPRESENT MEMBERS OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS IN THE CENTRAL AND WEST CENTRAL ILLINOIS AREA. 14 6 17 0 0 0 0 0 2269473 2658886 85433 39337 5500 492797 2360406 3191020 130641 30115 51283 44657 1365756 1908879 0 0 0 592792 969264 2140472 2952915 219934 238105 5114481 5544844 9400 5212 5105081 5539632 TO REPRESENT MEMBERS OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS IN THE CENTRAL AND WEST CENTRAL ILLINOIS AREA. 0 0 2453220 TO ORGANIZE ALL WORKERS TO SECURE IMPROVED WAGES, HOURS, WORKING CONDITIONS AND OTHER ECONOMIC ADVANTAGES THROUGH ORGANIZATION, NEGOTIATION AND COLLECTIVE BARGAINING. 2453220 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 9 0 17 1 0 0 0 0 0 0 0 0 X 14 6 0 0 0 0 1 1 1 1 1 0 0 0 1 0 0 1 1 0 0 0 X THE ORGANIZATION 2175289659 3520 EAST COOK SPRINGFIELD IL 62703 JASON RHOADES BUSINESS MANAGER 50.00 X X 152850 0 88513 MICHAEL MCQUAY PRESIDENT 50.00 X X 141804 0 90615 PATRICK MCCAHERTY VICE PRESIDENT/TRAINING COORDINATOR 50.00 X 138710 0 88354 MYRNA BOMKAMP RECORDING-CORRESPONDING SECRETARY 1.00 X 990 0 0 CHRIS ARNOLD FINANCIAL SECRETARY 50.00 X X 136633 0 87635 LEE PETERS TREASURER 50.00 X X 58683 0 32830 JAMES MOORE III CONDUCTOR 1.00 X 0 0 0 BRAD DELONG GUARD/BUSINESS AGENT 50.00 X 30945 0 27019 RYAN DIONNE TRUSTEE 1.00 X 0 0 0 DALE CARTER TRUSTEE 1.00 X 0 0 0 LISA HARDING TRUSTEE 1.00 X 0 0 0 RILEY MCGILLICUDDY AUDITOR 1.00 X 0 0 0 JASON RICHARDSON AUDITOR/TRAINING INSTRUCTOR 50.00 X 62318 0 35044 DALTON KOPREK AUDITOR 1.00 X 0 0 0 BRETT SCAGGS BUSINESS MANAGER - PAST 50.00 X X 94455 0 69887 817388 0 519897 4 0 1 0 0 SUPPLEMENTAL DUES 900099 2181177 2181177 MEMBERSHIP DUES 900099 381210 381210 INIT, REINST, AND TRAN 900099 65218 65218 BENEFIT FUND 900099 31281 31281 2658886 89588 89588 4400 0 4400 4400 4400 462414 512665 -50251 -50251 -50251 REIMBURSED EXPENSES 900099 486717 486717 SALE OF SUPPLIES 900099 1140 1140 FINES 900099 540 540 488397 3191020 3147283 0 43737 30115 30115 44657 44657 1340949 1121105 219844 286591 239420 47171 130003 108605 21398 64635 53996 10639 86701 72430 14271 25371 25371 41789 41789 13952 13952 7850 7850 44185 36912 7273 18322 15306 3016 75510 63082 12428 28345 23680 4665 24229 20241 3988 240676 240676 90302 75439 14863 26891 22465 4426 MARKET RECOVERY 236228 236228 AUTO EXPENSE 40581 33902 6679 GOLF OUTING 18479 18479 HATS, T-SHIRTS, ETC 17609 17609 18945 14961 3984 2952915 2453220 499695 0 1145444 1284748 668268 675637 300000 300000 1533966 734188 748228 799778 2252541 2461179 0 23502 5114481 5544844 9400 1110 0 4102 9400 5212 X 5105081 5539632 5105081 5539632 5114481 5544844 238105 196446 0 X 0 1 X 1 0 0 0 0 OPERATING ENGINEERS LOCAL 965 POLITICAL EDUCATION COMMITTEE 3520 EAST COOK STREET SPRINGFIELD IL 62703 262407673 0 36125 1 1 0 PART I-A, LINE 1: THE LOCAL TRANSFERS MONEY TO THE PAC FUND. ALL POLITICAL DONATIONS ARE MADE FROM THE PAC ACCOUNT. 98886 98886 965758 458387 507371 146283 114457 31826 323039 161344 161695 799778 DUE TO AFFILIATES 4102 4102 X 3373514 196446 196446 3177068 13952 13952 3191020 2938963 0 2938963 13952 13952 2952915 PART X, LINE 2: THE LOCAL IS A NON-PROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AND AN EQUIVALENT SECTION OF THE ILLINOIS INCOME TAX LAW. THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF REVENUES, EXPENSES AND CHANGES IN NET ASSETS AND THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF ASSETS, LIABILITIES, AND NET ASSETS ARE $0. FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10-25-6 REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE LOCAL AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THE EXECUTIVE BOARD HAS ANALYZED THE TAX POSITIONS TAKEN BY THE LOCAL, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE LOCAL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE LOCAL HAS NEVER HAD UNRELATED BUSINESS INCOME TAX (UBIT) NOR HAS IT FILED THE FORM 990-T. THEREFORE, ALL TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES RELATED TO UBIT. X 0 0 0 JASON RHOADES BUSINESS MANAGER 152850 0 0 0 0 0 56778 0 31735 0 241363 0 0 0 MICHAEL MCQUAY PRESIDENT 141804 0 0 0 0 0 58166 0 32449 0 232419 0 0 0 PATRICK MCCAHERTY VICE PRESIDENT/TRAINING COORDINATOR 138710 0 0 0 0 0 57130 0 31224 0 227064 0 0 0 CHRIS ARNOLD FINANCIAL SECRETARY 136633 0 0 0 0 0 56505 0 31130 0 224268 0 0 0 BRETT SCAGGS BUSINESS MANAGER - PAST 94455 0 0 0 0 0 46032 0 23855 0 164342 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS PAY MONTHLY DUES TO PARTICIPATE IN THE LOCAL UNION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE MEMBERS OF THE GOVERNING BODY OR THEIR DELEGATES. THIS ELECTION PROCESS FOLLOWS THE CONSTITUTION. FORM 990, PART VI, SECTION A, LINE 7B ALL DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS SIGNED AND ELECTRONICALLY FILED AFTER BEING PREPARED BY A CPA FIRM. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. OPERATING ENGINEERS LOCAL 965 POLITICAL EDUCATION COMMITTEE 3520 EAST COOK STREET SPRINGFIELD IL 62703 262407673 POLITICAL FUND IL 527 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNION NO 965 1 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 965 PEF 3520 EAST COOK STREET SPRINGFIELD IL 62703 262407276 POLITICAL FUND IL 527 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNION NO 965 1 CHUCK SMITH MEMORIAL SCHOLARSHIP FUND 3520 EAST COOK STREET SPRINGFIELD IL 62703 262521717 CHARITABLE ORGANIZATION IL 501(C)(3) INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNION NO 965 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0