2024-08-02T15:34:02-05:00 2023-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2023-01-01 366219511 OPERATING ENGINEERS LOCAL 150 APPRENTICESHIP FUND OPER 7084827300 6150 JOLIET ROAD COUNTRYSIDE IL 60525 JAMES M SWEENEY CHAIRMAN 7084827300 2024-08-02 1 0 GREG WALLENBECKER P01451145 3123680500 2024-08-02 2023 2024-08-08 14:25:15Z JAMES M SWEENEY 6150 JOLIET ROAD COUNTRYSIDE IL 60525 54483644 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 12 115 0 0 0 445035 812991 35978174 39177988 1335318 4146045 259186 362645 38017713 44499669 0 0 0 0 16865343 17155528 0 0 0 10740204 13040820 27605547 30196348 10412166 14303321 69850177 91782386 2357639 9315858 67492538 82466528 APPRENTICESHIP TRAINING FUND 0 0 27668946 39534477 INSTRUCTING AND TRAINING OF PERSONS DESIRING TO BECOME OPERATING ENGINEERS, AND RETAINING AND IMPROVING THE CAPABILITIES OF OPERATING ENGINEERS. 27668946 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 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 67 0 1 115 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 321427 104088 MARTIN TUREK FIELD COLLECTOR 40.00 X 153981 0 125015 GEORGE ANTOS COORDINATOR 40.00 X 198007 0 126359 MARK KARA ASSISTANT COORDINATOR 40.00 X 167040 0 127703 THOMAS MILIANTI ASSISTANT COORDINATOR 40.00 X 189439 0 127703 JEFFERY WATSON ASSISTANT COORDINATOR 40.00 X 155082 0 127703 863549 321427 738571 48 0 1 0 WALTER PAYTON POWER EQUIPT LLC PO BOX 88456 CHICAGO IL 606801456 EQUIPMENT PURCHASE 617440 ENGIE NORTH AMERICA INC PO BOX 841680 DALLAS TX 752841680 UTILITIES 321985 BLACKWOOD FARMS PRODUCTS LLC 12158 WILMINGTON ROAD PEOTONE IL 60468 EQUIPMENT PURCHASE 220000 ADELSTEIN & ASSOCIATES LLC 222 W ONTARIO ST STE 600 CHICAGO IL 60654 ADVERTISING 208438 WINDY CITY REPRESENTATIVES 200 WINDSOR DRIVE OAK BROOK IL 60523 HVAC CONTRACTOR 207390 6 438272 374719 812991 EMPLOYER CONTRIBUTIONS 900099 38870813 38870813 INSTRUCTOR SALARY REIMBURSEMENTS 900099 160758 160758 APPLICATION AND COURSE FEES 900099 146417 146417 39177988 2598216 2598216 11153327 378477 9961987 21988 1191340 356489 1547829 356489 1191340 OTHER INCOME 900099 362645 362645 362645 44499669 39534477 0 4152201 8170 8170 8858355 8209257 649098 4852558 4496866 355692 2674445 2478408 196037 762000 706145 55855 31912 31912 30127 30127 10000 10000 142553 132104 10449 319423 110985 208438 182498 107114 75384 958002 887780 70222 3410000 3341646 68354 297011 293912 3099 15136 14027 1109 888033 888033 2593607 2403496 190111 429042 397593 31449 FUEL & EQUIPMENT 2035263 1994148 41115 TRAINING SCHOOL AND SUP 670118 670118 REIMBURSED ADMINISTRATI 490781 490781 RECRUITING 204272 204272 333042 333042 30196348 27668946 2527402 0 31009 -218448 13664690 22302495 2834156 3266740 581334 586196 49220296 32984853 13354839 16235443 38805622 42334840 578527 7275120 69850177 91782386 2225109 1699453 132530 139106 0 7477299 2357639 9315858 X 0 0 0 0 67492538 82466528 67492538 82466528 69850177 91782386 14303321 670669 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 236795 236795 3064873 1071700 1993173 41260528 27892341 13368187 4658100 4020812 637288 16235443 OTHER ASSETS 566568 OPERATING LEASE RIGHT-OF-USE ASSET 6708552 7275120 OPERATING LEASE LIABILITY 7477299 7477299 X 45160338 670669 670669 44489669 10000 10000 44499669 30186348 0 30186348 10000 10000 30196348 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 321427 0 0 0 0 0 62538 0 41550 0 425515 0 0 GEORGE ANTOS COORDINATOR 198007 0 0 0 0 0 82650 0 43709 0 324366 0 0 0 THOMAS MILIANTI ASSISTANT COORDINATOR 189439 0 0 0 0 0 83994 0 43709 0 317142 0 0 0 MARK KARA ASSISTANT COORDINATOR 167040 0 0 0 0 0 83994 0 43709 0 294743 0 0 0 JEFFERY WATSON ASSISTANT COORDINATOR 155082 0 0 0 0 0 83994 0 43709 0 282785 0 0 0 MARTIN TUREK FIELD COLLECTOR 153981 0 0 0 0 0 78618 0 46397 0 278996 0 0 0 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 150 COMMON TRUSTEES / OFFICERS 2056426 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 -818684 473647 0 0 0.22450 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 208989 FAIR MARKET VALUE MIDWEST OPERATING ENGINEERS PENSION TRUST FUND Q 207493 FAIR MARKET VALUE MIDWEST OPERATING ENGINEERS RETIREE WELFARE PLAN Q 103866 FAIR MARKET VALUE MIDWEST OPERATING ENGINEERS WELFARE FUND P 427624 FAIR MARKET VALUE MIDWEST OPERATING ENGINEERS PENSION TRUST FUND P 71327 FAIR MARKET VALUE