2024-11-05T12:29:07-06:00 2023-12-31 363331802 GRAFF BLANSKI & KIM PC 2 NORTHFIELD PLAZA SUITE 200 NORTHFIELD IL 60093 990 2023-01-01 361581416 INTERNATIONAL UNION OF OPERATING ENGINEERS 150 INTE 7084828800 6200 JOLIET ROAD COUNTRYSIDE IL 605253957 JAMES M SWEENEY PRESIDENT 7084828800 2024-10-30 1 0 MICHAEL BLANSKI P91800852 8478812540 2023 2024-10-15 13:58:12Z 6200 JOLIET ROAD COUNTRYSIDE IL 605253957 69304065 0 X WWW.LOCAL150.ORG X 1896 IL LABOR ORGANIZATION REPRESENTING MEMBERS IN A VARIETY OF INDUSTRIES INCLUDING CONSTRUCTION, CONSTRUCTION MATERIAL PRODUCTION, STEEL MILL SERVICES/SLAG PROCESSING, LANSCAPING AND MANY OTHERS PRINCIPALLY IN ILLINOIS, INDIANA AND IOWA. THE ORGANIZATION ATTEMPTS TO ORGANIZE WORKERS ELIGIBLE FOR MEMBERSHIP IN THE UNION, TO NEGOTIATE COLLECTIVE BARGAINING AGREEMENTS, TO SETTLE GRIEVENCES OF MEMBERS AND TO SAFEGUARD THE ECONOMIC WELFARE OF MEMBERS. 21 10 222 0 22938 0 0 0 52501828 55293941 244576 -292530 203428 896206 52949832 55897617 234000 142827 1097359 88600 28984067 29833812 0 0 0 17653307 17109005 47968733 47174244 4981099 8723373 120299008 126489046 1973319 2077766 118325689 124411280 X LABOR ORGANIZATION REPRESENTING MEMBERS IN A VARIETY OF INDUSTRIES INCLUDING CONSTRUCTION, CONSTRUCTION MATERIAL PRODUCTION, STEEL MILL SERVICES/SLAG PROCESSING, LANDSCAPING AND MANY OTHERS PRINCIPALLY IN ILLINOIS, INDIANA AND IOWA. THE ORGANIZATION ATTEMPTS TO ORGANIZE WORKERS ELIGIBLE FOR MEMBERSHIP IN THE UNION, TO NEGOTIATE COLLECTIVE BARGAINING AGREEMENTS, TO SETTLE GRIEVANCES OF MEMBERS AND TO SAFEGUARD THE ECONOMIC WELFARE OF MEMBERS. 0 0 TO ORGANIZE WORKERS ELIGIBLE FOR MEMBERSHIP IN THE UNION, TO NEGOTIATE COLLECTIVE BARGAINING AGREEMENTS, TO SETTLE GRIEVANCES OF MEMBERS AND TO SAFEGUARD THE ECONOMIC WELFARE OF MEMBERS. 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 89 0 1 222 1 0 0 0 0 0 0 0 0 0 0 X 21 10 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X JOHN GARZA 7084828800 6200 JOLIET ROAD COUNTRYSIDE IL 60525 SHANNON DEWITT EXECUTIVE BOARD 1.00 1.00 X 20973 0 0 JIM FEELY EXECUTIVE BOARD 1.00 1.00 X 22100 0 0 PATRICK FEENEY GUARD 1.00 1.00 X 16155 0 0 WAYNE FOSS EXECUTIVE BOARD 1.00 1.00 X 19089 0 0 FRANK FUDALA III AUDITOR 1.00 1.00 X 10280 0 0 CHANDLER HELTON AUDITOR 1.00 1.00 X 10100 0 0 PAUL MCGRATH EXECUTIVE BOARD 1.00 1.00 X 16676 0 0 DAVID REDA CONDUCTOR 1.00 1.00 X 16545 0 0 DONALD SCHUCK JR EXECUTIVE BOARD 1.00 1.00 X 19470 0 0 SHANNON SMOTHERMON TRUSTEE 1.00 1.00 X 10100 0 0 ERIC SMITH AUDITOR 1.00 1.00 X 10100 0 0 SCOTT WATSON TRUSTEE 1.00 1.00 X 10100 0 0 MICHAEL WATSON EXECUTIVE BOARD 1.00 1.00 X 21200 0 0 ROYCE MADULA TRUSTEE 1.00 1.00 X 10100 0 0 JOHN WATSON EXECUTIVE BOARD 1.00 1.00 X 16425 0 0 ZACHARY GILLENGERTEN EXECUTIVE BOARD 1.00 1.00 X 21844 0 0 MICHAEL FEENEY EXECUTIVE BOARD 1.00 1.00 X 4871 0 0 CHANDLER HELTON EXECUTIVE BOARD 1.00 1.00 X 5260 0 0 JAMES SWEENEY PRESIDENT 60.00 5.00 X 427814 0 133079 MARSHALL DOUGLAS II TREASURER 60.00 5.00 X 289044 0 133079 DAVID FAGAN FINANCIAL SECRETARY 60.00 5.00 X 329643 0 133079 MICHAEL KRESGE REC CORRESPONDING SECRETAR 60.00 5.00 X 291878 0 133079 JEFFREY HORNE VICE-PRESIDENT 60.00 5.00 X 192757 0 133079 DALE PIERSON ATTORNEY 40.00 X 259685 0 118429 BRYAN P DIEMER BUSINESS REP 40.00 X 196292 0 126359 CHARLES KISER ATTORNEY 40.00 X 191701 0 118429 MELINDA BURLESON ATTORNEY 40.00 X 191701 0 118429 ROBERT PASZTA ATTORNEY 40.00 X 191701 0 118429 2823604 0 1265470 10 0 1 0 MIDWEST OPERATING ENGINEERS 6170 JOLIET ROAD COUNTRYSIDE IL 60524 IT SERVICE 1877894 SUMMIT MARKETING GROUP-CHICAGO 280 MADSEN DR BLOOMINGDALE IL 60108 MARKETING 403806 GRAFF BALLAUER & BLANSKI PC TWO NORTHFIELD PLAZA STE 200 NORTHFIELD IL 60693 CPA FIRM 257342 STARS & STRIPES 7560 W 100TH PLACE BRIDGEVIEW IL 60455 SILK SCREENING 218201 CHAPMAN SPIGNOLA LLC 190 S LASALLE ST STE 3850 CHICAGO IL 60603 LEGAL 188292 5 MEMBERSHIP DUES & ASMTS 900099 55293941 55293941 55293941 743979 743979 12154608 13191117 -1036509 -1036509 22938 -1059447 81760 55270 26490 26490 155792 160061 -4269 -4269 ATTORNEY RETAINER FEES 900099 353317 353317 INCOME FROM SUBSIDIARY 900099 224321 224321 INCOME FROM SETTLEMENT OF LAWSUTI 900099 135000 135000 161347 161347 873985 55897617 55289672 22938 585007 142827 88600 2166060 14448925 7656667 4341974 1220186 19153 370696 257342 120000 27961 355910 42863 124112 1633244 2009164 89638 168998 8 5024169 640994 597055 ADMIN DUES REFUND 2338528 AUTO EXPENSE 874856 MEMBER RECOGNITION DAY 502754 SPECIAL ACTIVITIES & RE 407311 1504249 47174244 1671690 2131897 621660 1141416 231447 181972 8663503 6713128 3003377 1950375 19659982 24311953 39682 11203 95071170 96760230 120299008 126489046 1973319 2077766 1973319 2077766 X 118325689 124411280 118325689 124411280 120299008 126489046 X 8723373 709814 -3347596 X X 0 1 X 1 0 3697138 2549227 1147911 4966365 4163901 802464 1950375 LOCAL 150 IUOE DEF. COMPENSATION PLAN 1280615 INVEST. IN TITLE HOLDING AFFILIATED CORP 81568405 DEPOSIT WITH OUTSIDE VENDORS 17996 MISCELLANEOUS RECEIVABLE 88893 MOE-IT LLC 547797 LRB INVESTMENT 17328 GOMPERS LEWIS LLC INVESTMENTS 4425052 JADA LAND INVESTMENT 2557959 GOMPERS LEWIS PROPERTY 154965 MORTGAGE RECEIVABLE 6101220 96760230 LOCAL 150 IUOE DEF. COMPENSATION PLAN 1280615 REFUNDABLE ADMIN DUES 526693 WITHELD TAX, DUES, AND VACATION SAVINGS LIABILITIES 78841 DEATH BENEFITS PAYABLE 191617 2077766 X 58698949 2801332 2801332 55897617 0 55897617 54980535 7806291 7806291 47174244 0 47174244 PART X, LINE 2: LOCAL 150, I.U.O.E. IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. THE UNION DOES NOT PRESENTLY HAVE MATERIAL UNRELATED BUSINESS INCOME. LOCAL 150, I.U.O.E. BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: NET INVESTMENT INCOME 1,644,748. FS REV NETTED AGAINST REV. ON 990 1,156,584. PART XII, LINE 2D - OTHER ADJUSTMENTS: FS EXP NETTED AGAINST EXP. ON 990 7,806,291. 81760 39510 15760 0 81760 39510 15760 55270 26490 IL 1 0 0 0 1.00000 SILVIO BARTOLO 6200 E JOLIET ROAD COUNTRYSIDE IL 60525 0 0 1 MDA-DELIVER THE CURE 161 N CLARK SUITE 3550 CHICAGO IL 60601 131665552 501(C)(3) 15000 0 DONATION ILLINOIS INSTITUTE OF TECHNOLOGY 10 W 35TH STREET STE 1700 CHICAGO IL 60616 362170136 501(C)(3) 10000 0 DONATION TO THE INSTITUTE FOR LAW AND WOKRPLACE CONTRACTORS ASSOCIATION -WILL & GRUNDY COUNTIES 233 N SPRINGFIELD JOLIET IL 60435 362465281 501(C)(3) 10000 0 DONATION PALUMBO FAMILY FOUNDATION 321 CENTER ST HILLSIDE IL 60162 261553720 501(C)(3) 10000 0 DONATION IRISH FELLOWSHIP CLUB OF CHICAGO PO BOX 31953 CHICAGO IL 60631 363166930 501(C)(7) 7500 0 DONATION THE GUILDHAUS 2413 CANAL ST BLUE ISLAND IL 60406 363490967 501(C)(3) 10000 0 DONATION PART I, LINE 2: THE INTERNATIONAL UNION OF OPERATING ENGINEERS - LOCAL 150 RECEIVES CONTRIBUTION REQUEST LETTERS FROM VARIOUS ORGANIZATIONS. LOCAL 150 BOARD OF DIRECTORS MAKES DECISIONS ON THESE CONTRIBUTIONS. THE LOCAL RECEIVES A THANK YOU RESPONSE LETTER FROM THE ORGANIZATIONS AFTER THE LOCAL MAKES CONTRIBUTIONS. THE LOCAL MAINTAINS ALL THE CONTRIBUTION RECORDS AT THEIR ADDRESS. X 0 0 0 JAMES SWEENEY PRESIDENT 419222 0 8592 0 0 0 89370 0 43709 0 560893 0 0 0 DAVID FAGAN FINANCIAL SECRETARY 323096 0 6547 0 0 0 89370 0 43709 0 462722 0 0 0 MICHAEL KRESGE REC CORRESPONDING SECRETAR 286060 0 5818 0 0 0 89370 0 43709 0 424957 0 0 0 MARSHALL DOUGLAS II TREASURER 283310 0 5734 0 0 0 89370 0 43709 0 422123 0 0 0 DALE PIERSON ATTORNEY 254351 0 5334 0 0 0 74720 0 43709 0 378114 0 0 0 JEFFREY HORNE VICE-PRESIDENT 188977 0 3780 0 0 0 89370 0 43709 0 325836 0 0 0 BRYAN P DIEMER BUSINESS REP 192266 0 4026 0 0 0 82650 0 43709 0 322651 0 0 0 CHARLES KISER ATTORNEY 191701 0 0 0 0 0 74720 0 43709 0 310130 0 0 0 MELINDA BURLESON ATTORNEY 191701 0 0 0 0 0 74720 0 43709 0 310130 0 0 0 ROBERT PASZTA ATTORNEY 191701 0 0 0 0 0 74720 0 43709 0 310130 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 LINE 6 EXPLANATION - MEMBERS OF INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 150 FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - THE MEMBERS OF LOCAL 150 CAN ELECT THE GOVERNING BODY AND HAVE REFERENDUMS FOR ANY MAJOR PROPOSALS. FORM 990, PART VI, SECTION A, LINE 7B LINE 7B EXPLANATION - BY-LAWS CHANGES ARE SUBJECT TO APPROVAL BY UNION MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - FORM 990 IS REVIEWED AND APPROVED BY THE ORGANIZATION'S EXECUTIVE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ABIDES BY A CODE OF ETHICS POLICY, WHICH INCLUDES A CONFLICT OF INTEREST POLICY. THE CONFLICT OF INTEREST POLICY STATES THAT ALL ACTIVITIES OF OFFICERS AND AGENTS WHETHER APPOINTED OR ELECTED MUST HOLD A SACRED TRUST AND FIDUCIARY DUTY TO SERVE THE BEST INTERESTS OF THE MEMBERS AND THEIR FAMILIES. OFFICERS AND AGENTS ARE REQUIRED TO AVOID ANY OUTSIDE TRANSACTION WHICH CREATES A POTENTIAL CONFLICT OF INTEREST.A REPRESENTATIVE OF THE ORGANIZATION MUST NOT HAVE A SUBSTANTIAL INTEREST IN ANY BUSINESS IN WHICH THE ORGANIZATION BARGAINS COLLECTIVELY, WITH THE EXCEPTION OF STOCK PURCHASE PLANS, PROFIT SHARING & RETIREMENT PLANS. NO REPRESENTATIVE OF THE ORGANIZATION SHALL ACCEPT KICK-BACKS, UNDER THE TABLE PAYMENTS, VALUABLE GIFTS, LAVISH ENTERTAINMENT OR ANY PERSONAL PAYMENTS OF ANY KIND. IT IS THE ORGANIZATIONS POLICY THAT IF ANY PORTION OF THE ABOVE POLICY IS VIOLATED, THEN DISCIPLINARY ACTION MAY BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15 PURSUANT TO THE BY-LAWS OF THE ORGANIZATION, THE PRESIDENT-BUSINESS MANAGER SHALL RECEIVE A SALARY AND EXPENSE ALLOWANCE AS DETERMINED BY THE EXECUTIVE BOARD. BY CUSTOM AND PRACTICE, THE LOCAL 150 EXECUTIVE BOARD SETS THAT SALARY ANNUALLY AT ITS JANUARY MEETING. IN SO DOING, THE BOARD CONSIDERS THE AVERAGE ANNUAL EARNINGS OF UNION MEMBERS WORKING UNDER THE COLLECTIVE BARGAINING AGREEMENT KNOWN AS THE ILLINOIS BUILDING AGREEMENT IN THE CLASS I CLASSIFICATION OF CRAFT FOREMAN. IT ALSO CONSIDERS THE SALARIES PAID TO EXECUTIVE OFFICERS OF COMPARABLE LABOR ORGANIZATIONS IN THE CHICAGO AREA, THE UNIONS FINANCES, THE INDIVIDUAL PERFORMANCE OF THE OFFICER, AND THE STATE OF THE ECONOMY GENERALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE BEING PRINTED IN THE LOCAL 150'S NEWSPAPER; FORM LM-2 IS AVAILABLE ON THE DEPARTMENT OF LABOR WEBSITE; GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE IN THE CONSTITUTION AND BY-LAWS UPON REQUEST. FORM 990, PART XI, LINE 9: ADJ TO BALANCE ON PAGE 11 -3,347,596. PART XII, LINE 1, OTHER ACCOUNTING METHOD: THE MODIFIED CASH BASIS OF ACCOUNTING IS USED BY THIS ORGANIZATION. PARX XII, LINE 2C EXPLANATION: THE AUDIT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. LOCAL 150 IUOE BUILDING CORP 6200 JOLIET ROAD COUNTRYSIDE IL 60525 237040499 BUILDING MANAGEMENT IL 501(C)(2) IUOE LOCAL 150 0 FIGHT BACK FUND 6170 JOLIET ROAD COUNTRYSIDE IL 60525 475289211 SUPPORTS RESEARCH AND PUBLIC RELATIONS TO COMBAT ANTI UNION INITIATIVES IL 501(C)(4) IUOE LOCAL 150 0 SWEENEY CLASSIC 6170 JOLIET ROAD COUNTRYSIDE IL 60525 811349902 GRANTS TO OTHER CHARITABLE ORGANIZATIONS IL 501(C)(3) IUOE LOCAL 150 0 LOCAL 150 PAC 6200 JOLIET ROAD COUNTRYSIDE IL 60525 364384431 TO SUPPORT LEGISLATION IL 527 IUOE LOCAL 150 0 MIDWEST OPERATING ENGINEERS PENSION FUND BUILDING NOT-FOR-PROFIT CORPORATIO 6150 JOLIET ROAD COUNTRYSIDE IL 60525 030526632 BUILDING MANAGEMENT IL 501(C)(2) IUOE LOCAL 150 0 MIDWEST OPERATING ENGINEERS PENSION FUND 6150 JOLIET ROAD COUNTRYSIDE IL 60525 366109395 HEALTH AND WELFARE BENEFITS IL 501(C)(9) IUOE LOCAL 150 0 IN IL IA FFC 6150 JOLIET ROAD COUNTRYSIDE IL 60525 364276271 MONITORING FAIR PAYMENT OF WAGES & BENEFITS IL 501(C)(5) IUOE LOCAL 150 0 LOCAL ENGINEERS LOCAL 150 APPRENTICESHIP FUND 6150 JOLIET ROAD COUNTRYSIDE IL 60525 366219511 INSTRUCTING AND RETRAINING OPERATING ENGINEERS IL 501(C)(3) IUOE LOCAL 150 0 MIDWEST OPERATING ENGINEERS NON-FOR-PROFIT IT SERVICE LLC 6150 JOLIET ROAD SUITE 100 COUNTRYSIDE IL 60525 421746108 IT SERVICES IL 0 1 0.35260 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 LOCAL 150 IUOE BUILDING CORP B 1717453 FMV LOCAL 150 IUOE BUILDING CORP K 1355489 FMV MIDWEST OPERATING ENGINEERS NON-FOR-PROFIT IT SERVICE LLC M 1622963 FMV MIDWEST OPERATING ENGINEERS PENSION FUND BUILDING NOT-FOR-PROFIT CORPORATIO K 152002 FMV