2025-07-09T10:54:10-05:00 2024-12-31 842885766 ROMOLO & ASSOCIATES LLC 1700 W LUTHY DRIVE PEORIA IL 61615 990 2024-01-01 370347820 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNION NO 965 INTE 2175289659 3520 EAST COOK SPRINGFIELD IL 62703 JASON RHOADES BUSINESS MANAGER 2175289659 2025-06-25 1 1 JENNIFER L SMITH P01207947 3096822001 2025-06-25 2024 2025-03-06 01:10:19Z JASON RHOADES 3520 EAST COOK SPRINGFIELD IL 62703 4302031 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 5 11 0 0 0 0 0 2658886 3513831 39337 145309 492797 391110 3191020 4050250 30115 20153 44657 7711 1908879 1685894 0 0 0 969264 728508 2952915 2442266 238105 1607984 5544844 7211378 5212 8277 5539632 7203101 TO REPRESENT MEMBERS OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS IN THE CENTRAL AND WEST CENTRAL ILLINOIS AREA. 0 0 TO ORGANIZE ALL WORKERS TO SECURE IMPROVED WAGES, HOURS, WORKING CONDITIONS AND OTHER ECONOMIC ADVANTAGES THROUGH ORGANIZATION, NEGOTIATION AND COLLECTIVE BARGAINING. 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 25 0 11 1 0 0 0 0 0 0 0 0 X 14 5 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 150609 0 100723 MICHAEL MCQUAY PRESIDENT - PAST 50.00 X X 40929 0 33634 PATRICK MCCAHERTY VICE PRESIDENT/TRAINING CO 50.00 X 136730 0 94329 MYRNA BOMKAMP RECORDING-CORRESPONDING SE 1.00 X 923 0 0 CHRIS ARNOLD PRESIDENT/BUSINESS AGENT 50.00 X X 136730 0 94607 LEE PETERS FINANCIAL SECRETARY 50.00 X X 135679 0 94903 JAMES MOORE III CONDUCTOR 1.00 X 965 0 0 BRAD DELONG GUARD 50.00 X 618 0 0 RYAN DIONNE TRUSTEE 1.00 X 0 0 0 DALE CARTER TREASURER 1.00 X 710 0 0 LISA HARDING TRUSTEE 1.00 X 0 0 0 RILEY MCGILLICUDDY AUDITOR 1.00 X 0 0 0 JASON RICHARDSON AUDITOR/TRAINING INSTRUCTO 50.00 X 36352 0 33199 DALTON KOPREK TRUSTEE 1.00 X 0 0 0 KOREY STANDISH AUDITOR 1.00 X 0 0 0 DENTIN BANGERT BUSINESS AGENT 50.00 X 136730 0 95767 776975 0 547162 5 0 1 0 0 SUPPLEMENTAL DUES 900099 3044773 3044773 MEMBERSHIP DUES 900099 338965 338965 INIT, REINST, AND TRAN 900099 91642 91642 BENEFIT FUND 900099 34133 34133 FINES 900099 4318 4318 3513831 151678 151678 4400 0 4400 4400 4400 245412 245645 6136 -233 -6136 -6369 -6369 REIMBURSED EXPENSES 900099 382041 382041 SALE OF SUPPLIES 900099 4669 4669 386710 4050250 3900541 0 149709 20153 7711 1087381 296446 139458 88200 74409 21427 28015 15152 6880 55418 20092 72673 34057 22830 247140 97590 33446 AUTO EXPENSE 35305 HATS, T-SHIRTS, ETC 16522 GOLF OUTING 9831 DUES AND SUBSCRIPTIONS 7739 4391 2442266 1284748 79316 675637 3437377 300000 300000 1606164 760592 799778 845572 2461179 2549105 23502 8 5544844 7211378 1110 489 4102 7788 5212 8277 X 5539632 7203101 5539632 7203101 5544844 7211378 1607984 55485 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 36125 1 1 0 98886 98886 991321 486804 504517 150115 117407 32708 365842 156381 209461 845572 DUE TO AFFILIATES 7788 7788 X 4090583 55485 55485 4035098 15152 15152 4050250 2427114 0 2427114 15152 15152 2442266 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, 2024 AND 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 150609 0 0 0 0 0 64737 0 35986 0 251332 0 0 0 DENTIN BANGERT BUSINESS AGENT 136730 0 0 0 0 0 62927 0 32840 0 232497 0 0 0 CHRIS ARNOLD PRESIDENT/BUSINESS AGENT 136730 0 0 0 0 0 61283 0 33324 0 231337 0 0 0 PATRICK MCCAHERTY VICE PRESIDENT/TRAINING CO 136730 0 0 0 0 0 61126 0 33203 0 231059 0 0 0 LEE PETERS FINANCIAL SECRETARY 135679 0 0 0 0 0 62436 0 32467 0 230582 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