2026-03-26T15:17:37-05:00 2025-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2025-01-01 361764275 INTERNATIONAL ASSOCIATION OF SHEET METAL AIR RAIL AND TRANSPORTATION LOCAL 219 INTE 8158746641 3316 PUBLISHERS DRIVE ROCKFORD IL 61109 JOSEPH COOK BUSINESS MANAGER/FIN SECY 8158746641 2026-03-26 1 BRANDON WOLBER P01460460 3123680500 2026-03-26 2025 2025-03-06 01:10:19Z JOSEPH COOK 3316 PUBLISHERS DRIVE ROCKFORD IL 61109 4585267 0 X N/A X 1909 IL LABOR UNION 7 0 5 0 0 0 0 0 2904660 3104159 173834 293491 25486 12257 3103980 3409907 183219 272895 15820 3200 1126390 1220435 0 0 0 878243 917987 2203672 2414517 900308 995390 5103842 6303633 22502 22703 5081340 6280930 LABOR UNION 0 0 TO ORGANIZE WORKERS FOR THE ECONOMIC, MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS. 0 0 1 1 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 15 0 1 5 1 0 0 0 0 1 1 0 0 0 0 0 X 7 0 0 0 0 0 1 1 1 1 0 0 0 0 1 1 1 1 1 0 1 0 X JOSEPH COOK - BUSINESS MANAGERFIN SECY 8158746641 3316 PUBLISHERS DR ROCKFORD IL 61109 JOSEPH COOK BUSINESS MANAGER / FINANCI 45.00 1.00 X 198050 0 140611 TODD WHITLOCK PRESIDENT / BUSINESS REP 45.00 1.00 X 183508 0 137687 ZACH ZENZEN EXECUTIVE BOARD - NEW / TRUSTEE - PAST / ORGANIZER 45.00 1.00 X 60929 0 35440 CHRIS ALBRECHT VICE PRESIDENT 5.00 1.00 X 2700 0 0 DAVID COFFMAN EXECUTIVE BOARD 5.00 1.00 X 2700 0 0 MICHAEL SNEED RECORDING SECRETARY 5.00 1.00 X 2700 0 0 CHUCK ELLIS TRUSTEE 5.00 1.00 X 1900 0 0 JOHN METZ TRUSTEE - NEW 5.00 1.00 X 1000 0 0 ADELMO GONZALEZ TRUSTEE 5.00 1.00 X 2200 0 0 MATT WHEELER TRUSTEE - NEW 5.00 1.00 X 100 0 0 TIM WURSTER WARDEN/CONDUCTOR - PAST 5.00 1.00 X 0 0 0 SHUJUN WANG WARDEN/CONDUCTOR - NEW 5.00 1.00 X 1500 0 0 CASEY STANFORD OFFICE COORDINATOR 40.00 X 103315 0 95440 560602 0 409178 3 0 1 0 0 DUES AND WORKING ASSESSMENTS 900099 2565360 2565360 SHARED EXPENSE REIMBURSEMENT 900099 384872 384872 INT'L UNION SUBSIDY 900099 139639 139639 LMC ADMINISTRATION FEES 900099 9390 9390 DEATH ASSESSMENTS 900099 4780 4780 118 118 3104159 281922 281922 8400 856 7544 7544 7544 1186073 1174504 11569 11569 11569 MERCHANDISE SALES 900099 3170 3170 OTHER INCOME 900099 1543 1543 4713 3409907 3104159 0 305748 195282 77613 3200 764663 202384 134524 64554 54310 3741 76112 104945 96645 12131 81346 110187 146489 10894 MEMBERSHIP ACTIVITIES A 250012 ORGANIZER EXPENSES 17427 PICKETING 4880 OTHER 3178 2414517 401180 914278 230027 202957 49000 80000 1941227 772137 1098947 1169090 3290811 3907103 33877 30205 5103842 6303633 19781 19134 2721 3569 22502 22703 X 5081340 6280930 5081340 6280930 5103842 6303633 995390 204200 0 X 0 1 X 1 0 SHEET METAL WORKERS LOCAL 219 PAC FUND 3316 PUBLISHERS DRIVE ROCKFORD IL 61109 383923084 130419 1 1 0 PART I-A, LINE 1: THE LOCAL ESTABLISHED A SECTION 527 PAC ACCOUNT TO PROVIDE SUPPORT TO STATE AND LOCAL CANDIDATES FOR POLITICAL OFFICE WHOSE IDEALS ARE SIMILAR TO THOSE OF THE LOCAL AND ORGANIZED LABOR IN GENERAL. 0 1 X 61000 61000 1613434 599471 1013963 104297 75073 29224 162496 97593 64903 1169090 PAYROLL WITHHOLDINGS NOT REMITTED AT Y/E 3569 3569 X PART IV, LINE 2B: THE LOCAL SERVES AS A CONDUIT TO COLLECT VARIOUS ASSESSMENTS OF AFFILIATES. SUCH ASSESSMENTS ARE WITHHELD FROM MEMBER'S PAY AND REMITTED WITH WORKING DUES BY UNION CONTRACTORS. THE LOCAL HAS ESTABLISHED SEGREGATED CHECKING ACCOUNTS TO HOLD SUCH MONIES UNTIL REMITTANCE OCCURS. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE LOCAL TO EVALUATE TAX POSITIONS TAKEN BY THE LOCAL AND RECOGNIZE A TAX LIABILITY IF THE LOCAL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE LOCAL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 ROCKFORD HEATING & AC 1618 MAGNOLIA STREET ROCKFORD IL 61104 363796380 NOT APPLICABLE 67005 0 NOT APPLICABLE NOT APPLICABLE TARGET PROJECTS HOURS AND BIDS TOTAL PLUMBING 754 SOUTHROCK DRIVE ROCKFORD IL 61102 260120969 NOT APPLICABLE 23600 0 NOT APPLICABLE NOT APPLICABLE TARGET PROJECTS HOURS AND BIDS RETIRED MEMBERS OF LOCAL #219 3316 PUBLISHERS DRIVE ROCKFORD IL 61109 832288903 501(C)5 36520 0 NOT APPLICABLE NOT APPLICABLE GENERAL SUPPORT INSLEY MECHANICAL LLC 28735 GAULRAPP ROAD ROCK FALLS IL 61071 993376521 NOT APPLICABLE 7910 0 NOT APPLICABLE NOT APPLICABLE TARGET PROJECTS HOURS AND BIDS CERONI PIPING COMPANY 7770 CERONI ROAD CHERRY VALLEY IL 61016 364206776 NOT APPLICABLE 15000 0 NOT APPLICABLE NOT APPLICABLE EQUIPMENT SUBSIDY 0 5 SCHOLARSHIP GRANT 51 76500 NOT APPLICABLE NOT APPLICABLE FUNERAL FLOWERS 4 1113 BOOK VALUE FUNERAL FLORAL ARRANGEMENT SCHEDULE I, PART I, LINE 2 THE EXECUTIVE BOARD CAREFULLY REVIEWS ALL REQUESTS FOR DONATIONS AND GRANTS PRIOR TO THEIR APPROVAL AND DISBURSEMENT. APPROVAL IS GRANTED ONLY TO REPUTABLE ORGANIZATIONS WHO HAVE SATISFIED THE BOARDS DUE DILIGENCE. THE BOARD PERFORMS NO SUBSEQUENT MONITORING OF THE USE OF DONATIONS AND GRANTS. ALL DISBURSEMENT RECORDS ARE MAINTAINED AT THE LOCAL UNION OFFICE. X 0 0 0 JOSEPH COOK BUSINESS MANAGER / FINANCI 194620 0 0 0 3430 0 103249 0 37362 0 338661 0 0 0 TODD WHITLOCK PRESIDENT / BUSINESS REP 182640 0 0 0 868 0 100325 0 37362 0 321195 0 0 0 CASEY STANFORD OFFICE COORDINATOR 103315 0 0 0 0 0 67756 0 27684 0 198755 0 0 0 PART I, LINE 3 THE COMPENSATION FOR THE LOCAL'S BUSINESS MANAGER IS ESTABLISHED THROUGH THE WAGE PACKAGE IN EFFECT ANNUALLY AND WEEKLY HOURS ARE ESTABLISHED THROUGH A WRITTEN WAGE POLICY APPROVED BY THE EXECUTIVE BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE LOCAL'S GENERAL MEMBERSHIP IS COMPRISED OF INDIVIDUALS WHO HAVE EXECUTED A WRITTEN APPLICATION FOR MEMBERSHIP, HAVE TENDERED THE APPROPRIATE INITIATION FEES AND ONE MONTH'S DUES, AND HAVE TAKEN THE OATH OF OBLIGATIONS AS A MEMBER AT A GENERAL MEMBERSHIP MEETING. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS CURRENT IN DUES PAYMENTS ARE ELIGIBLE TO VOTE FOR MEMBERS WHICH COMPRISE THE GOVERNING BODY. ELECTIONS ARE HELD EVERY THREE YEARS. FORM 990, PART VI, SECTION A, LINE 7B ALL ACTIONS OF THE EXECUTIVE BOARD (THE GOVERNING BODY) ARE PRESENTED TO THE GENERAL MEMBERSHIP FOR THEIR REVIEW AND APPROVAL AT PERIODIC MEMBERSHIP MEETINGS CONVENED AS REQUIRED BY INTERNATIONAL GOVERNING DOCUMENTS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BUSINESS MANAGER AND OFFICE MANAGER OF THE LOCAL FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, ALL EXECUTIVE MEMBERS REVIEW AND SIGN A DISCLOSURE AGREEMENT REGARDING THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15B SALARY POLICIES ARE SET IN ACCORDANCE WITH THE INTERNATIONAL GOVERNING DOCUMENTS. OFFICER AND EMPLOYEE SALARIES ARE ANNUALLY REVIEWED AND APPROVED BY THE EXECUTIVE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE LOCAL'S OFFICE. SHEET METAL WORKERS LOCAL 219 PAC FUND 3316 PUBLISHERS DRIVE ROCKFORD IL 61109 383923084 TO PROVIDE SUPPORT TO STATE AND LOCAL POLITICAL CANDIDATES IL 527 NOT APPLICABLE NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0