2026-05-14T10:37:44-05:00 2025-06-30 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2024-07-01 361265730 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL NO 399 INTE 3123729870 2260 S GROVE STREET CHICAGO IL 60616 MR ROGER MCGINTY FINANCIAL SECRETARY 3123729870 2026-05-14 1 0 ERIC WALLIN P01630474 3123680500 2026-05-14 2024 2025-03-06 01:10:19Z MR PATRICK KELLY 2260 S GROVE STREET CHICAGO IL 60616 14619889 0 X HTTP://WWW.IUOE399.ORG X LABOR 1909 IL TO REPRESENT ITS MEMBERS IN MATTERS RELATING TO COLLECTIVE BARGAINING AGREEMENTS, ARBITRATION, ORGANIZATION, AND NEGOTIATIONS. 9 0 38 0 0 0 243425 397550 11067552 11657827 198743 221106 1736464 1675138 13246184 13951621 149115 142174 435794 509603 5667419 5792157 0 0 0 5878861 5509132 12131189 11953066 1114995 1998555 22583872 24576668 180110 174351 22403762 24402317 THE UNION REPRESENTS ITS MEMBERS AND THE SERVICES PROVIDED TO THE MEMBERSHIP INCLUDE ARBITRATION, ORGANIZATION, AND NEGOTIATION AND IMPLEMENTATION OF COLLECTIVE BARGAINING AGREEMENTS. 0 0 TO REPRESENT ITS MEMBERS IN MATTERS RELATING TO COLLECTIVE BARGAINING AGREEMENTS, ARBITRATION, ORGANIZATION, AND NEGOTIATIONS. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 82 0 1 38 1 0 0 0 0 1 1 0 0 0 0 0 X 9 0 0 0 0 0 1 1 1 1 0 0 0 0 1 1 1 1 0 0 0 0 X MR ROGER MCGINTY 3123729870 2260 S GROVE STREET CHICAGO IL 60616 PATRICK KELLY PRESIDENT/BUSINESS MANAGER 40.00 7.00 X X 206557 0 58069 LLOYD OSBORNE VICE PRES./BUSINESS AGENT 40.00 6.00 X X 188591 0 57872 ROGER MCGINTY FIN. SECRETARY/BUSINESS AG 40.00 4.00 X X 197024 0 58069 JOHN HICKEY TREASURER/BUSINESS AG 40.00 5.00 X X 175907 0 58343 VINCE WINTERS REC. SECRETARY/BUSINESS AG 40.00 4.00 X X 193257 0 58069 KEVIN NOLAN EXECUTIVE BOARD 5.00 1.00 X X 9600 0 36 EDWARD HENZL EXECUTIVE BOARD 5.00 1.00 X X 9600 0 36 MARIO GUERRERO EXECUTIVE BOARD 5.00 1.00 X X 9600 0 36 SAUDEEQ HIBBLER EXECUTIVE BOARD 5.00 1.00 X X 9600 0 36 TONY MOORE AUDITOR 0.50 X 800 0 36 ANTONIE ANDERSON AUDITOR 0.50 X 800 0 36 ADELMO MARCHIORI AUDITOR/BUSINESS AGENT 40.00 X 164122 0 56807 BARBARA HICKEY TRUSTEE 0.50 X 800 0 36 ANGELO SACCAMENO TRUSTEE 0.50 X 800 0 36 EARL GOTTMAN TRUSTEE 0.50 X 800 0 36 DANIEL OROURKE CONDUCTOR 0.50 X 2400 0 36 MICHAEL KENZINGER GUARD 0.50 X 2400 0 36 VALERIE COLVETT BUSINESS AGENT 40.00 X 187282 0 36144 JOHN OCONNOR ORGANIZER 40.00 X 175256 0 57181 PETER MCNAMARA STAFF ATTORNEY 40.00 X 172887 0 57082 JOHN HANLEY LEGISLATIVE DIRECTOR 40.00 X 175022 0 57181 PATRICK OGORMAN BUSINESS AGENT 40.00 X 160882 0 57542 2043987 0 612755 19 0 1 0 TWENTYFOUR 7 MEDIA & PROMOTIONS 15941 S HARLEM AVE 337 TINLEY PARK IL 60477 PROMOTIONS AND CONSULTING COMPANY 222305 LAYER 7 SYSTEMS LLC 931 W 75TH STREET - SUITE 137 NAPERVILLE IL 60565 COMPUTER SOFTWARE AND CONSULTING 190778 HUNT INSURANCE 12000 S HARLEM AVE PALOS HEIGHTS IL 60463 INSURANCE BROKER 132135 STRUCTURED 9200 SE SUNNYBROOK BVD - SUITE 250 CLACKMAS OR 97015 COMPUTER SOFTWARE AND CONSULTING 112220 MITTERA GROUP POBOX 850471 MINNEAPOLIS MN 55485 PRINTER 106798 5 397550 397550 DUES AND INITIATION FEES 900099 11657827 11657827 11657827 221130 221130 503800 503824 -24 -24 -24 747699 164444 583255 583255 INCREASE IN INVESTMENTS IN BUILDI 900099 692247 692247 REIMBURSED SALARIES AND RELATED E 900099 322321 322321 SALE OF MERCHANDISE 900099 65773 65773 11542 11542 1091883 13951621 12749710 0 804361 111944 30230 509603 1528698 2730326 710688 511765 310680 114600 57971 248567 177333 876270 107390 34950 2242415 52204 152653 TRANSFER TO BUILDING CO 956642 PROMOTIONAL ITEMS 192198 MEMBER RECREATION 110415 RESALE ITEMS 86534 98990 11953066 353087 1203574 5469647 1827893 500000 500000 1723433 990776 506637 732657 3875088 15754501 16437456 22583872 24576668 180110 174351 180110 174351 X 22403762 24402317 22403762 24402317 22583872 24576668 1998555 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 5130 5130 52927 46276 6651 1586445 865569 720876 78931 78931 0 732657 DUE FROM IUOE LOCAL 399 POLITICAL EDUCATION FUND 15373 INVESTMENTS IN BUILDING CORPORATIONS 16420696 DUE FROM IUOE LOCAL 399 HEALTH AND WELFARE PLAN 1387 16437456 PAYROLL WITHHOLDINGS 16736 DEATH BENEFITS PAYABLE 143050 DUE TO IUOE LOCAL 399 EDUCATIONAL TRAINING FUND 14565 174351 X PART X, LINE 2: THE LOCAL IS REQUIRED TO EVALUATE ITS TAX POSITIONS AND DISCLOSE THE AMOUNT OF 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. GOLF OUTING 747699 747699 6708 36048 51967 37564 FOUNDERS NIGHT 23055 9102 747699 747699 6708 36048 75022 46666 164444 583255 1 SPECIAL CHILDRENS CHARITIES 2 E 8TH STREET SUITE 2M CHICAGO IL 60605 237026774 501(C)(3) 12000 0 CASH VALUE CONTRIBUTION FOR SUPPORT CHOOSE CHICAGO 180 N STETSON AVE SUITE 152 CHICAGO IL 60601 454847768 501(C)(3) 10000 0 CASH VALUE CONTRIBUTION FOR SUPPORT EXTOLLO EDUCATIONAL FOUNDATION 3434 S MICHIGAN AVE CHICAGO IL 60616 260598907 501(C)(3) 7000 0 CASH VALUE CONTRIBUTION FOR SUPPORT SPECIAL OLYMPICS CHICAGO 2 E 8TH STREET SUITE 2M CHICAGO IL 60605 237026774 501(C)(3) 10000 0 CASH VALUE CONTRIBUTION FOR SUPPORT MARIST HIGH SCHOOL 4200 W 115TH ST CHICAGO IL 60655 362516871 501(C)(3) 7200 0 CASH VALUE CONTRIBUTION FOR SUPPORT MARILLAC ST VINCENT FAMILY SERVICES PO BOX 14699 CHICAGO IL 60614 362109717 501(C)(3) 5185 0 CASH VALUE CONTRIBUTION FOR SUPPORT THE IRISH FELLOWSHIP CLUB OF CHICAGO 191 N WACKER CHICAGO IL 60606 363166930 501(C)(7) 10200 0 CASH VALUE CONTRIBUTION FOR SUPPORT CHICAGO ST PATRICKS DAY PARADE PO BOX 16215 CHICAGO IL 60616 363414116 501(C)(3) 5500 0 CASH VALUE CONTRIBUTION FOR SUPPORT NAVY PIER 600 E GRAND AVE CHICAGO IL 60611 274813461 501(C)(3) 12319 0 CASH VALUE CONTRIBUTION FOR SUPPORT 8 1 FLOWERS FOR FUNERALS 14 5230 COST FLOWERS SCHOLARSHIPS 8 25000 CASH VALUE SCHOLARSHIPS PART I, LINE 2: THE OFFICERS AND EXECUTIVE BOARD CAREFULLY REVIEW ALL REQUESTS FOR DONATIONS, GRANTS, AND SCHOLARSHIPS PRIOR TO THEIR APPROVAL AND DISBURSEMENT. APPROVAL IS GRANTED ONLY TO REPUTABLE ORGANIZATIONS WHO HAVE SATISFIED THE OFFICERS AND EXECUTIVE BOARD'S DUE DILIGENCE. THE OFFICERS AND EXECUTIVE BOARD PERFORM NO SUBSEQUENT MONITORING OF THE USE OF THE DONATION OR GRANT. ALL RECORDS REGARDING THE DISBURSEMENT OF FUNDS ARE MAINTAINED AT THE LOCAL'S OFFICE AND APPROVAL IS DOCUMENTED IN THE BOARD MINUTES. 1 0 0 0 PATRICK KELLY PRESIDENT/BUSINESS MANAGER 202520 0 0 0 4037 0 38966 0 19103 0 264626 0 0 0 ROGER MCGINTY FIN. SECRETARY/BUSINESS AG 190054 0 0 0 6970 0 38966 0 19103 0 255093 0 0 0 VINCE WINTERS REC. SECRETARY/BUSINESS AG 189386 0 0 0 3871 0 38966 0 19103 0 251326 0 0 0 LLOYD OSBORNE VICE PRES./BUSINESS AGENT 187180 0 0 0 1411 0 38769 0 19103 0 246463 0 0 0 JOHN HICKEY TREASURER/BUSINESS AG 172555 0 0 0 3352 0 39240 0 19103 0 234250 0 0 0 JOHN OCONNOR ORGANIZER 168531 0 0 0 6725 0 38078 0 19103 0 232437 0 0 0 JOHN HANLEY LEGISLATIVE DIRECTOR 171229 0 0 0 3793 0 38078 0 19103 0 232203 0 0 0 PETER MCNAMARA STAFF ATTORNEY 166791 0 0 0 6096 0 37979 0 19103 0 229969 0 0 0 VALERIE COLVETT BUSINESS AGENT 185046 0 0 0 2236 0 21218 0 14926 0 223426 0 0 0 ADELMO MARCHIORI AUDITOR/BUSINESS AGENT 162678 0 0 0 1444 0 37704 0 19103 0 220929 0 0 0 PATRICK OGORMAN BUSINESS AGENT 156770 0 0 0 4112 0 38439 0 19103 0 218424 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL NO. 399 IS A LABOR ORGANIZATION WHOSE MAIN OBJECTIVE IS TO ORGANIZE WORKERS (MEMBERS) FOR THEIR MORAL, ECONOMIC, AND SOCIAL ADVANCEMENT. THE LOCAL'S MEMBERS ARE THOSE COVERED INDIVIDUALS WHO WORK FOR EMPLOYERS SUBJECT TO COLLECTIVE BARGAINING AGREEMENTS WITH THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL NO. 399. FORM 990, PART VI, SECTION A, LINE 7A THE OFFICERS AND EXECUTIVE BOARD OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL NO. 399 ARE ELECTED TO THEIR POSITIONS BY THE LOCAL'S MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B ALL OF THE ACTIONS OF THE GOVERNING BODY ARE PRESENTED TO THE GENERAL MEMBERSHIP FOR THEIR REVIEW AND APPROVAL AT PERIODIC MEMBERSHIP MEETINGS CONVENED AS REQUIRED BY INTERNATIONAL AND LOCAL GOVERNING DOCUMENTS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B AS DIRECTED BY THE OFFICERS AND EXECUTIVE BOARD OF THE LOCAL, THE PRESIDENT AND FINANCIAL SECRETARY ARE RESPONSIBLE FOR THE REVIEW AND FILING OF THE FORM 990. THE EXECUTIVE BOARD IS NOT REQUIRED TO REVIEW THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE LOCAL ENCOURAGES ALL EMPLOYEES TO BRING TO THE ATTENTION OF THE PRESIDENT ANY ALLEGATION THAT THE CONFLICT OF INTEREST POLICY HAS BEEN VIOLATED, SUCH ALLEGATIONS SHALL ALSO BE REFERRED TO THE LOCAL'S LEGAL DEPARTMENT. IF, AFTER CONCLUSION OF AN INVESTIGATION, A VIOLATION IS FOUND TO HAVE OCCURED, THEN APPROPRIATE DISCIPLINARY AND/OR CORRECTIVE ACTION SHALL BE TAKEN. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR INSPECTION UPON REQUEST. OTHER GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, AND DOCUMENT RETENTION AND DESTRUCTION POLICY, ARE NOT MADE AVAILABLE TO THE PUBLIC. IUOE LOCAL 399 BUILDING CORPORATION 2260 S GROVE STREET CHICAGO IL 60616 205124336 TO HOLD AND MANAGE REAL ESTATE FOR THE PARENT IUOE LOCAL NO. 399 IL 501(C)(2) N/A 0 IUOE LOCAL 399 BUILDING CORPORATION II 2290 S GROVE STREET CHICAGO IL 60616 320440106 TO HOLD AND MANAGE REAL ESTATE FOR THE PARENT IUOE LOCAL NO. 399 IL 501(C)(2) N/A 0 IUOE LOCAL 399 FEDERAL POLITICAL ACTION COMMITTEE 2260 S GROVE STREET CHICAGO IL 60616 208545142 PROVIDE SUPPORT FOR POLITICAL CANDIDATES WHO SUPPORT ORGANIZED LABOR. IL 527 N/A 0 IUOE POLITICAL EDUCATION FUND 2260 S GROVE STREET CHICAGO IL 60616 363033524 PROVIDE SUPPORT FOR POLITICAL CANDIDATES WHO SUPPORT ORGANIZED LABOR. IL 527 N/A 0 IUOE LOCAL 399 STAFF 401(K) PLAN 2260 S GROVE STREET CHICAGO IL 60616 361265730 PROVIDE RETIREMENT BENEFITS FOR OFFICERS AND EMPLOYEES OF IUOE L. 399 IL 401A N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0