2021-11-15T09:28:17-06:00 2020-12-31 363331802 GRAFF BALLAUER & BLANSKI PC 2 NORTHFIELD PLAZA SUITE 200 NORTHFIELD IL 60093 990 2020-01-01 361581416 INTERNATIONAL UNION OF OPERATING ENGINEERS - LOCAL 150 INTE 7084828800 6200 JOLIET ROAD COUNTRYSIDE IL 60525 JAMES M SWEENEY PRESIDENT 7084828800 2021-11-08 1 JAMES SWEENEY 999009999 MICHAEL BLANSKI P91800852 8478812540 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z 6200 JOLIET ROAD COUNTRYSIDE IL 60525 53149494 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 10 237 0 0 0 0 0 49518811 47611270 565309 -76244 583104 736376 50667224 48271402 268148 156950 240563 134200 29604851 27697049 0 0 0 22184437 17060354 52297999 45048553 -1630775 3222849 118181806 118185293 2042900 1899755 116138906 116285538 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 0 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 70 7 1 237 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 1 1 X X JOHN GARZA 7084828800 6200 JOLIET ROAD COUNTRYSIDE IL 60525 CHRISTOPHER BERAN EXECUTIVE BOARD 1.00 1.00 X 6920 0 0 JIM FEELY EXECUTIVE BOARD 1.00 1.00 X 6920 0 0 PATRICK FEENEY GUARD 1.00 1.00 X 5200 0 0 WAYNE FOSS EXECUTIVE BOARD 1.00 1.00 X 7102 0 0 FRANK FUDALA III AUDITOR 1.00 1.00 X 800 0 0 CHANDLER HELTON AUDITOR 1.00 1.00 X 1600 0 0 PAUL MCGRATH EXECUTIVE BOARD 1.00 1.00 X 6920 0 0 DAVID REDA CONDUCTOR 1.00 1.00 X 5200 0 0 RONALD SCHRADER EXECUTIVE BOARD 1.00 1.00 X 6920 0 0 DONALD SCHUCK JR EXECUTIVE BOARD 1.00 1.00 X 6920 0 0 SHANNON SMOTHERMON TRUSTEE 1.00 1.00 X 1600 0 0 ERIC SMITH AUDITOR 1.00 1.00 X 800 0 0 DARRYL VARGO EXECUTIVE BOARD 1.00 1.00 X 6920 0 0 SCOTT WATSON TRUSTEE 1.00 1.00 X 1600 0 0 MICHAEL WATSON EXECUTIVE BOARD 1.00 1.00 X 6920 0 0 ROYCE MADULA TRUSTEE 1.00 1.00 X 800 0 0 JAMES SWEENEY PRESIDENT 60.00 5.00 X 317386 0 125087 STEVEN CISCO REC CORRESPOND. SECRETARY 60.00 5.00 X 393454 0 125087 MARSHALL DOUGLAS II TREASURER 60.00 5.00 X 239769 0 125087 DAVID FAGAN FINANCIAL SECRETARY 60.00 5.00 X 259369 0 125087 MICHAEL KRESGE VICE-PRESIDENT 60.00 5.00 X 228992 0 125087 DALE PIERSON ATTORNEY 40.00 X 245356 0 109967 ELIZABETH A LARSO ATTORNEY 40.00 X 186452 0 109967 STANLEY SIMRAYH BUSINESS REP 40.00 X 201791 0 118837 BRYAN P DIEMER BUSINESS REP 40.00 X 180091 0 118837 JOHN M GARZA OFFICE MANAGER 40.00 X 184416 0 109967 2510218 0 1193010 10 0 1 0 MIDWEST OPERATING ENGINEERS 6170 JOLIET ROAD COUNTRYSIDE IL 60524 IT SERVICE 833361 SUMMIT MARKETING GROUP-CHICAGO 280 MADSEN DR BLOOMINGDALE IL 60108 MARKETING 277188 GRAFF BALLAUER & BLANSKI PC TWO NORTHFIELD PLAZA STE 200 NORTHFIELD IL 60693 CPA FIRM 268282 CHAPMAN SPIGNOLA LLC 190 S LASALLE ST STE 3850 CHICAGO IL 60603 LEGAL 132382 BOND BROTHERS & COMPANY 7826 47TH ST LYONS IL 60534 OFFICE SUPPLIES 130109 5 MEMBERSHIP DUES & ASMTS 900099 47611270 47611270 47611270 221713 221713 4498645 4796602 -297957 -297957 -297957 44220 28250 15970 15970 43590 53240 -9650 -9650 ATTORNEY RETAINER FEES 900099 385240 385240 INCOME FROM SETTLEMENT OF LAWSUIT 900099 122330 122330 COVID -19 CARE CR 900099 118793 118793 103693 103693 730056 48271402 47303663 0 967739 X 156950 134200 2064407 13538628 6968651 4037789 1087574 19022 294472 273472 120000 10262 139595 1120 159940 790701 1714902 55576 144717 392 4770725 1011759 1262714 ADMIN DUES - FIGHT BACK 2380243 ADMIN DUES REFUND 1949851 AUTO EXPENSE 667196 MEMBER RECOGNITION DAY 312305 981390 45048553 845158 2108693 698562 596507 198550 214101 8484370 6166512 2485911 2317858 10204857 10322011 1144247 612671 102604521 102013452 118181806 118185293 2042900 1899755 2042900 1899755 X 116138906 116285538 116138906 116285538 118181806 118185293 X 3222849 256138 -3332355 X X 0 1 X 1 0 3156919 2429915 727004 5327451 3736597 1590854 2317858 ADVANCE TO AFFILATES 97857 ADVANCE TO TITLE HOLDING AFFILIATED CORP 23457 LOCAL 150 IUOE DEF. COMPENSATION PLAN 956008 INVEST. IN TITLE HOLDING AFFILIATED CORP 87171152 DEPOSIT WITH OUTSIDE VENDORS 39055 MISCELLANEOUS RECEIVABLE 27014 MOE-IT LLC 768175 LRB INVESTMENT 17328 GOMPERS LEWIS LLC INVESTMENTS 3910430 JADA LAND INVESTMENT 2557960 GOMPERS LEWIS PROPERTY 153965 GOMPERS LEWIS MEDIA 189831 MORTGAGE RECEIVABLE 6101220 102013452 LOCAL 150 IUOE DEF. COMPENSATION PLAN 956008 REFUNDABLE ADMIN DUES 321804 WITHELD TAX, DUES, AND VACATION SAVINGS LIABILITIES 73359 WITHHELD FICA 548584 1899755 X 49631157 1359755 1359755 48271402 0 48271402 49126484 4077931 4077931 45048553 0 45048553 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 169,591. FS REV NETTED AGAINST REV. ON 990 1,190,164. PART XII, LINE 2D - OTHER ADJUSTMENTS: FS EXP NETTED AGAINST EXP. ON 990 4,077,931. 44220 18965 9285 0 44220 18965 9285 28250 15970 IL 1 0 0 0 1.00000 SILVIO BARTOLO 6200 E JOLIET ROAD COUNTRYSIDE IL 60525 0 0 1 MUSCULAR DYSTROPHY ASSOC 520 W ERIE STREET 200 CHICAGO IL 60654 131665552 25000 DONATION IN SEARCH OF A CURE AUTISM AWARENESS 1000 BURR RIDGE PARKWAY BURR RIDGE IL 60527 262544021 10000 DONATION CHICAGO FEDERATION OF LABOR 130 E RANDOLPH ST STE 2600 CHICAGO IL 60601 363977262 25000 DONATION IRISH FELLOWSHIP CLUB OF CHICAGO PO BOX 31604 CHICAGO IL 60631 363166930 12500 DONATION THE CHICAGO POLICE BASEBALL 2811 S GROVE ST CHICAGO IL 60608 832772346 5000 DONATION ST PATRICKS DAY FOUNDATION NYC PO BOX 1058 LARCHMONT NY 10538 461343945 15000 DONATION SOUTH SIDE IRISH PARADE COMM 3400 W 111TH ST CHICAGO IL 60655 363414116 5000 DONATION CHICAGO-KENT COLLEGE OF LAW 565 W ADAMS ST CHICAGO IL 60661 362170136 5000 DONATION MARCH OF DIMES 1550 CRYSTAL DR STE 1300 ARLINGTON VA 22202 131846366 10000 DONATION MULLIGANEERS 612 72ND CT DOWNERS GROVE IL 60516 364034499 5000 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 STEVEN CISCO REC CORRESPOND. SECRETARY 389386 0 4068 0 0 0 84969 0 40118 0 518541 0 0 0 JAMES SWEENEY PRESIDENT 314102 0 3284 0 0 0 84969 0 40118 0 442473 0 0 0 DAVID FAGAN FINANCIAL SECRETARY 256684 0 2685 0 0 0 84969 0 40118 0 384456 0 0 0 MARSHALL DOUGLAS II TREASURER 237286 0 2483 0 0 0 84969 0 40118 0 364856 0 0 0 DALE PIERSON ATTORNEY 242815 0 2541 0 0 0 69849 0 40118 0 355323 0 0 0 MICHAEL KRESGE VICE-PRESIDENT 226620 0 2372 0 0 0 84969 0 40118 0 354079 0 0 0 STANLEY SIMRAYH BUSINESS REP 199699 0 2092 0 0 0 78719 0 40118 0 320628 0 0 0 BRYAN P DIEMER BUSINESS REP 178230 0 1861 0 0 0 78719 0 40118 0 298928 0 0 0 ELIZABETH A LARSO ATTORNEY 184518 0 1934 0 0 0 69849 0 40118 0 296419 0 0 0 JOHN M GARZA OFFICE MANAGER 182433 0 1983 0 0 0 69849 0 40118 0 294383 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 IX, LINE 24E PRINTING 296,654. POSTAGE 193,163. MISCELLANEOUS 124,109. SPECIAL ACTIVITIES & RESEARCH 76,103. TEMPORARY SERVICES 69,168. ADVISORY BOARD FEES 62,983. TELEPHONE 53,574. ORGANIZING EXPENSE 30,415. FLOWERS 30,116. STRIKE EXPENSES 19,813. BUTTONS & SERVICE DUES BOOKS 17,877. COMMUNICATION & P.R. EXPENSE 7,415. FORM 990, PART XI, LINE 9: LOSS FROM BUILDING HOLDING CORP SUBSIDIARY -3,332,355. 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 0.40830 GOMPERS LEWIS ENERGY CORP 6200 JOLIET ROAD COUNTRYSIDE IL 60525 274282136 WIND ENERGY IL IUOE LOCAL 150 C 1.00000 0 0 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 0 LOCAL 150 IUOE BUILDING CORP B 2164874 FMV LOCAL 150 IUOE BUILDING CORP K 1378632 FMV MIDWEST OPERATING ENGINEERS NON-FOR-PROFIT IT SERVICE LLC D 2000 FMV MIDWEST OPERATING ENGINEERS NON-FOR-PROFIT IT SERVICE LLC M 748026 FMV MIDWEST OPERATING ENGINEERS PENSION FUND BUILDING NOT-FOR-PROFIT CORPORATIO K 144411 FMV FIGHT BACK FUND R 2380243 FMV FIGHT BACK FUND Q 30250 FMV MOE HEALTH & WELFARE M 10254 FMV OPERATING ENGINEERS LOCAL 150 APPRENTICE FUND D 6728 FMV OPERATING ENGINEERS LOCAL 150 APPRENTICE FUND M 27399 FMV IN IL IA FFC D 3000 FMV LOCAL 150 PAC C 12367 FMV