Form 990 for tax year 2023
Filed by INTERNATIONAL UNION OF OPERATING ENGINEERS.
Totals
- Total revenue
- $3,191,020
- Total expenses
- $2,952,915
- Contributions and grants received
- $0
- Grants paid
- $30,115
- Program service revenue
- $2,658,886
- Investment income
- $39,337
- Other revenue
- $492,797
- Total assets, end of year
- $5,544,844
- Total liabilities, end of year
- $5,212
- Net assets or fund balances, end of year
- $5,539,632
- Program services expenses (Part IX)
- $2,453,220
- Management and general expenses
- $499,695
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,453,220
Program services were 83.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: SUPPLEMENTAL DUES
total $2,181,177 · related or exempt $2,181,177
-
2b · Program service revenue: MEMBERSHIP DUES
total $381,210 · related or exempt $381,210
-
2c · Program service revenue: INIT, REINST, AND TRAN
total $65,218 · related or exempt $65,218
-
2d · Program service revenue: BENEFIT FUND
total $31,281 · related or exempt $31,281
-
3 · Investment income
total $89,588 · excluded $89,588
-
6a · Gross rents
real property $4,400
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $4,400
-
6d · Net rental income or loss
total $4,400 · excluded $4,400
-
7a · Gross sales of assets other than inventory
securities $462,414
-
7b · Less cost or other basis and sales expenses
securities $512,665
-
7c · Gain or loss
securities -$50,251
-
7d · Net gain or loss
total -$50,251 · excluded -$50,251
-
11a · Other revenue: REIMBURSED EXPENSES
total $486,717 · related or exempt $486,717
-
11b · Other revenue: SALE OF SUPPLIES
total $1,140 · related or exempt $1,140
-
11c · Other revenue: FINES
total $540 · related or exempt $540
-
11e · Other revenue, total
$488,397
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $30,115 · program services $30,115
-
4 · Benefits paid to or for members
total $44,657 · program services $44,657
-
5 · Compensation of officers, directors and key employees
total $1,340,949 · program services $1,121,105 · management and general $219,844
-
7 · Other salaries and wages
total $286,591 · program services $239,420 · management and general $47,171
-
8 · Pension plan contributions
total $130,003 · program services $108,605 · management and general $21,398
-
9 · Other employee benefits
total $64,635 · program services $53,996 · management and general $10,639
-
10 · Payroll taxes
total $86,701 · program services $72,430 · management and general $14,271
-
11b · Fees: legal
total $25,371 · management and general $25,371
-
11c · Fees: accounting
total $41,789 · management and general $41,789
-
11f · Fees: investment management
total $13,952 · management and general $13,952
-
12 · Advertising and promotion
total $7,850 · management and general $7,850
-
13 · Office expenses
total $44,185 · program services $36,912 · management and general $7,273
-
14 · Information technology
total $18,322 · program services $15,306 · management and general $3,016
-
16 · Occupancy
total $75,510 · program services $63,082 · management and general $12,428
-
17 · Travel
total $28,345 · program services $23,680 · management and general $4,665
-
19 · Conferences, conventions and meetings
total $24,229 · program services $20,241 · management and general $3,988
-
21 · Payments to affiliates
total $240,676 · program services $240,676
-
22 · Depreciation, depletion and amortization
total $90,302 · program services $75,439 · management and general $14,863
-
23 · Insurance
total $26,891 · program services $22,465 · management and general $4,426
-
24a · Other expenses: MARKET RECOVERY
total $236,228 · program services $236,228
-
24b · Other expenses: AUTO EXPENSE
total $40,581 · program services $33,902 · management and general $6,679
-
24c · Other expenses: GOLF OUTING
total $18,479 · management and general $18,479
-
24d · Other expenses: HATS, T-SHIRTS, ETC
total $17,609 · management and general $17,609
-
24e · All other expenses
total $18,945 · program services $14,961 · management and general $3,984
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,145,444 · end of year $1,284,748
-
2 · Savings and temporary cash investments
beginning of year $668,268 · end of year $675,637
-
7 · Other notes and loans receivable
beginning of year $300,000 · end of year $300,000
-
10a · Land, buildings and equipment: cost or other basis
$1,533,966
-
10b · Land, buildings and equipment: accumulated depreciation
$734,188
-
10c · Land, buildings and equipment, net
beginning of year $748,228 · end of year $799,778
-
11 · Investments: publicly traded securities
beginning of year $2,252,541 · end of year $2,461,179
-
15 · Other assets
beginning of year $0 · end of year $23,502
-
17 · Accounts payable and accrued expenses
beginning of year $9,400 · end of year $1,110
-
25 · Other liabilities
beginning of year $0 · end of year $4,102
-
27 · Net assets without donor restrictions
beginning of year $5,105,081 · end of year $5,539,632
Mission and programs · 2023
Mission
TO REPRESENT MEMBERS OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS IN THE CENTRAL AND WEST CENTRAL ILLINOIS AREA.
-
TO ORGANIZE ALL WORKERS TO SECURE IMPROVED WAGES, HOURS, WORKING CONDITIONS AND OTHER ECONOMIC ADVANTAGES THROUGH ORGANIZATION, NEGOTIATION AND COLLECTIVE BARGAINING.
Expenses $2,453,220
As filed on the 2023 return.
Listed in Part VII
-
Jason RhoadesJASON RHOADES
BUSINESS MANAGER
- Total calculated
- $241,363
- From this org
- $152,850
- From related orgs
- $0
- Other
- $88,513
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $152,850
- Bonus
- $0
- Other
- $0
- Deferred
- $56,778
- Nontaxable benefits
- $31,735
- Filer's total
- $241,363
-
Michael McQuayMICHAEL MCQUAY
PRESIDENT
- Total calculated
- $232,419
- From this org
- $141,804
- From related orgs
- $0
- Other
- $90,615
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $141,804
- Bonus
- $0
- Other
- $0
- Deferred
- $58,166
- Nontaxable benefits
- $32,449
- Filer's total
- $232,419
-
Patrick McCahertyPATRICK MCCAHERTY
VICE PRESIDENT/TRAINING COORDINATOR
- Total calculated
- $227,064
- From this org
- $138,710
- From related orgs
- $0
- Other
- $88,354
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $138,710
- Bonus
- $0
- Other
- $0
- Deferred
- $57,130
- Nontaxable benefits
- $31,224
- Filer's total
- $227,064
-
Myrna BomkampMYRNA BOMKAMP
RECORDING-CORRESPONDING SECRETARY
- Total calculated
- $990
- From this org
- $990
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Chris ArnoldCHRIS ARNOLD
FINANCIAL SECRETARY
- Total calculated
- $224,268
- From this org
- $136,633
- From related orgs
- $0
- Other
- $87,635
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $136,633
- Bonus
- $0
- Other
- $0
- Deferred
- $56,505
- Nontaxable benefits
- $31,130
- Filer's total
- $224,268
-
Lee PetersLEE PETERS
TREASURER
- Total calculated
- $91,513
- From this org
- $58,683
- From related orgs
- $0
- Other
- $32,830
- Hours/week
- 50
-
James Moore IIIJAMES MOORE III
CONDUCTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brad DelongBRAD DELONG
GUARD/BUSINESS AGENT
- Total calculated
- $57,964
- From this org
- $30,945
- From related orgs
- $0
- Other
- $27,019
- Hours/week
- 50
-
Ryan DionneRYAN DIONNE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dale CarterDALE CARTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lisa HardingLISA HARDING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Riley McGillicuddyRILEY MCGILLICUDDY
AUDITOR
- Total calculated
- $0
- Hours/week
- 1
-
Jason RichardsonJASON RICHARDSON
AUDITOR/TRAINING INSTRUCTOR
- Total calculated
- $97,362
- From this org
- $62,318
- From related orgs
- $0
- Other
- $35,044
- Hours/week
- 50
-
Dalton KoprekDALTON KOPREK
AUDITOR
- Total calculated
- $0
- Hours/week
- 1
-
Brett ScaggsBRETT SCAGGS
BUSINESS MANAGER - PAST
- Total calculated
- $164,342
- From this org
- $94,455
- From related orgs
- $0
- Other
- $69,887
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $94,455
- Bonus
- $0
- Other
- $0
- Deferred
- $46,032
- Nontaxable benefits
- $23,855
- Filer's total
- $164,342
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
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OPERATING ENGINEERS LOCAL 965 POLITICAL EDUCATION COMMITTEE
527 · POLITICAL FUND · IL · controlled entity
Directly controlled by INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNION NO 965
-
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 965 PEF
527 · POLITICAL FUND · IL · controlled entity
Directly controlled by INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNION NO 965
-
CHUCK SMITH MEMORIAL SCHOLARSHIP FUND
501(C)(3) · CHARITABLE ORGANIZATION · IL · controlled entity
Directly controlled by INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL UNION NO 965
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 16 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402329349301365
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