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← INTERNATIONAL UNION OF OPERATING ENGINEERS-98

Form 990 for tax year 2023

Filed by INTERNATIONAL UNION OF OPERATING ENGINEERS-98.

Totals

Total revenue
$2,045,457
Total expenses
$1,771,302
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,976,980
Investment income
$21,390
Other revenue
$47,087
Total assets, end of year
$1,961,150
Total liabilities, end of year
$22,082
Net assets or fund balances, end of year
$1,939,068
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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: MEMBERS DUES & ASSESSM

    total $1,976,980 · related or exempt $1,976,980

  • 3 · Investment income

    total $49,133 · excluded $49,133

  • 7a · Gross sales of assets other than inventory

    securities $436,893

  • 7b · Less cost or other basis and sales expenses

    securities $464,636

  • 7c · Gain or loss

    securities -$27,743

  • 7d · Net gain or loss

    total -$27,743 · excluded -$27,743

  • 11a · Other revenue: OTHER REVENUE

    total $47,087 · related or exempt $47,087

  • 11e · Other revenue, total

    $47,087

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $936,133

  • 7 · Other salaries and wages

    total $68,446

  • 8 · Pension plan contributions

    total $48,024

  • 9 · Other employee benefits

    total $28,668

  • 10 · Payroll taxes

    total $52,562

  • 11b · Fees: legal

    total $18,257

  • 11c · Fees: accounting

    total $24,250

  • 11f · Fees: investment management

    total $5,474

  • 11g · Fees: other

    total $27,214

  • 12 · Advertising and promotion

    total $9,811

  • 13 · Office expenses

    total $44,863

  • 14 · Information technology

    total $30,411

  • 16 · Occupancy

    total $26,562

  • 17 · Travel

    total $15,774

  • 19 · Conferences, conventions and meetings

    total $32,896

  • 21 · Payments to affiliates

    total $260,681

  • 22 · Depreciation, depletion and amortization

    total $45,866

  • 23 · Insurance

    total $48,823

  • 24a · Other expenses: REIMBURSED EXPENSES

    total $32,451

  • 24b · Other expenses: ADS, TICKETS & DONATION

    total $14,136

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $376,211 · end of year $205,654

  • 2 · Savings and temporary cash investments

    beginning of year $128,919 · end of year $701,407

  • 8 · Inventories for sale or use

    beginning of year $15,085 · end of year $17,213

  • 10a · Land, buildings and equipment: cost or other basis

    $468,647

  • 10b · Land, buildings and equipment: accumulated depreciation

    $262,228

  • 10c · Land, buildings and equipment, net

    beginning of year $164,808 · end of year $206,419

  • 11 · Investments: publicly traded securities

    beginning of year $971,112 · end of year $830,457

  • 25 · Other liabilities

    beginning of year $23,086 · end of year $22,082

  • 27 · Net assets without donor restrictions

    beginning of year $1,633,049 · end of year $1,939,068

Mission and programs · 2023

Mission

THE OBJECTIVES OF THE UNION AS THE REPRESENTATIVE OF ITS MEMBERS, ARE TO IMPROVE WORKING CONDITIONS AND LIVING STANDARDS OF MEMBERS THROUGH COLLECTIVE BARGAINING, EDUCATION, TRAINING AND EMPLOYEE BENEFITS AND TO ESTABLISH NECESSARY PROCEDURES FOR THE AMICABLE ADJUSTMENT OF ALL DISPUTES WHICH MAY ARISE BETWEEN EMPLOYERS AND EMPLOYEES.

  • THE OBJECTIVES OF THE UNION AS THE REPRESENTATIVE OF ITS MEMBERS, ARE TO IMPROVE WORKING CONDITIONS AND LIVING STANDARDS OF MEMBERS THROUGH COLLECTIVE BARGAINING, EDUCATION, TRAINING AND EMPLOYEE BENEFITS AND TO ESTABLISH NECESSARY PROCEDURES FOR THE AMICABLE ADJUSTMENT OF ALL DISPUTES WHICH MAY ARISE BETWEEN EMPLOYERS AND EMPLOYEES.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David Kazimierczak

    VP/REC CORR SEC/BUS REP

    Total calculated
    $184,598
    From this org
    $105,155
    From related orgs
    $0
    Other
    $79,443
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $101,274
    Bonus
    $655
    Other
    $3,226
    Deferred
    $50,406
    Nontaxable benefits
    $29,037
    Filer's total
    $184,598

  • William D Fay

    PRESIDENT/BUSINESS MANAGER

    Total calculated
    $204,662
    From this org
    $125,219
    From related orgs
    $0
    Other
    $79,443
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $120,085
    Bonus
    $642
    Other
    $4,492
    Deferred
    $50,406
    Nontaxable benefits
    $29,037
    Filer's total
    $204,662

  • Leonard Delgatto

    AUD/TREAS/BUS REP

    Total calculated
    $107,065
    From this org
    $64,035
    From related orgs
    $0
    Other
    $43,030
    Hours/week
    40

  • Nicholas Girolamo

    GUARD

    Total calculated
    $1,046
    From this org
    $1,046
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • James Morrison

    CONDUCTOR/EXECUTIVE BOARD

    Total calculated
    $250
    From this org
    $250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Christopher Bushika

    EXECUTIVE BOARD

    Total calculated
    $250
    From this org
    $250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Nate Senser

    TRUSTEE/EXECUTIVE BOARD

    Total calculated
    $1,009
    From this org
    $1,009
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Kenneth Moulton Jr

    EXECUTIVE BOARD

    Total calculated
    $250
    From this org
    $250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Eric Fox

    EXECUTIVE BOARD

    Total calculated
    $250
    From this org
    $250
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Darrin Auger

    TRUSTEE/BUS REP

    Total calculated
    $184,964
    From this org
    $105,521
    From related orgs
    $0
    Other
    $79,443
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $101,163
    Bonus
    $578
    Other
    $3,780
    Deferred
    $50,406
    Nontaxable benefits
    $29,037
    Filer's total
    $184,964

  • Mike Jones Jr

    FINANCIAL SEC

    Total calculated
    $0
    Hours/week
    1

  • Roger Witter

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Aaron Perras

    AUDITOR

    Total calculated
    $0
    Hours/week
    1

  • Jay Lishness

    AUDITOR

    Total calculated
    $0
    Hours/week
    1

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.

  • IUOE LOCAL 98 POLITICAL ACTION COMM

    527 · SUPPORT POL CANDIDATES FAVORABLE TO LABOR · MA · controlled entity

    Directly controlled by LOCAL 98

Provenance

Return type
form_990
Tax year
2023
Filed
21 October 2024
IRS schema version
2023v5.1
Source object
202432959349301223

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