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Nonprofiteer
← INTL UNION OF OPR ENGR 399

Form 990 for tax year 2023

Filed by INTL UNION OF OPR ENGR 399.

Totals

Total revenue
$13,246,184
Total expenses
$12,131,189
Contributions and grants received
$243,425
Grants paid
$149,115
Program service revenue
$11,067,552
Investment income
$198,743
Other revenue
$1,736,464
Total assets, end of year
$22,583,872
Total liabilities, end of year
$180,110
Net assets or fund balances, end of year
$22,403,762
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.

  • 1d · Related organizations

    $243,425

  • 2a · Program service revenue: DUES AND INITIATION FEES

    total $11,067,552 · related or exempt $11,067,552

  • 3 · Investment income

    total $198,743 · excluded $198,743

  • 8a · Fundraising events: gross income

    $46,850

  • 8b · Fundraising events: direct expenses

    $90,642

  • 8c · Net income from fundraising events

    total -$43,792 · excluded -$43,792

  • 11a · Other revenue: INCREASE IN INVESTMENTS IN BUILDI

    total $1,372,350 · related or exempt $1,372,350

  • 11b · Other revenue: REIMBURSED SALARIES AND RELATED E

    total $306,138 · related or exempt $306,138

  • 11c · Other revenue: SALE OF MERCHANDISE

    total $70,248 · related or exempt $70,248

  • 11d · All other revenue

    total $31,520 · related or exempt $31,520

  • 11e · Other revenue, total

    $1,780,256

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $123,925

  • 2 · Grants to domestic individuals

    total $25,190

  • 4 · Benefits paid to or for members

    total $435,794

  • 5 · Compensation of officers, directors and key employees

    total $1,492,086

  • 7 · Other salaries and wages

    total $2,631,578

  • 8 · Pension plan contributions

    total $751,845

  • 9 · Other employee benefits

    total $496,964

  • 10 · Payroll taxes

    total $294,946

  • 11b · Fees: legal

    total $81,697

  • 11c · Fees: accounting

    total $54,104

  • 13 · Office expenses

    total $255,950

  • 14 · Information technology

    total $225,191

  • 16 · Occupancy

    total $899,740

  • 17 · Travel

    total $104,981

  • 19 · Conferences, conventions and meetings

    total $42,895

  • 20 · Interest

    total $166

  • 21 · Payments to affiliates

    total $1,845,833

  • 22 · Depreciation, depletion and amortization

    total $42,038

  • 23 · Insurance

    total $142,197

  • 24a · Other expenses: TRANSFER TO BUILDING CO

    total $1,695,922

  • 24b · Other expenses: PROMOTIONAL ITEMS

    total $218,465

  • 24c · Other expenses: MEMBER RECREATION

    total $99,846

  • 24d · Other expenses: RESALE ITEMS

    total $88,287

  • 24e · All other expenses

    total $81,549

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $270,572 · end of year $353,087

  • 2 · Savings and temporary cash investments

    beginning of year $5,953,454 · end of year $5,469,647

  • 4 · Accounts receivable

    beginning of year $751,672

  • 7 · Other notes and loans receivable

    beginning of year $500,000 · end of year $500,000

  • 8 · Inventories for sale or use

    beginning of year $43,501

  • 9 · Prepaid expenses and deferred charges

    beginning of year $52,513

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

    $1,445,209

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

    $938,572

  • 10c · Land, buildings and equipment, net

    beginning of year $340,576 · end of year $506,637

  • 15 · Other assets

    beginning of year $13,763,023 · end of year $15,754,501

  • 17 · Accounts payable and accrued expenses

    beginning of year $335,132

  • 19 · Deferred revenue

    beginning of year $634,085

  • 25 · Other liabilities

    beginning of year $168,771 · end of year $180,110

  • 27 · Net assets without donor restrictions

    beginning of year $20,537,323 · end of year $22,403,762

Mission and programs · 2023

Mission

THE UNION REPRESENTS ITS MEMBERS AND THE SERVICES PROVIDED TO THE MEMBERSHIP INCLUDE ARBITRATION, ORGANIZATION, AND NEGOTIATION AND IMPLEMENTATION OF COLLECTIVE BARGAINING AGREEMENTS.

Activities or mission (Part I)

TO REPRESENT ITS MEMBERS IN MATTERS RELATING TO COLLECTIVE BARGAINING AGREEMENTS, ARBITRATION, ORGANIZATION, AND NEGOTIATIONS.

  • TO REPRESENT ITS MEMBERS IN MATTERS RELATING TO COLLECTIVE BARGAINING AGREEMENTS, ARBITRATION, ORGANIZATION, AND NEGOTIATIONS.

As filed on the 2023 return.

Listed in Part VII

  • Patrick Kelly

    PRESIDENT/BUSINESS MANAGER

    Total calculated
    $255,978
    From this org
    $199,161
    From related orgs
    $0
    Other
    $56,817
    Hours/week
    40 + 7 related

    Schedule J breakdown matched by us

    Base
    $195,922
    Bonus
    $0
    Other
    $3,239
    Deferred
    $38,681
    Nontaxable benefits
    $18,136
    Filer's total
    $255,978

  • William Masterson

    VICE PRES./BUSINESS AGENT - PAST

    Total calculated
    $110,056
    From this org
    $103,508
    From related orgs
    $0
    Other
    $6,548
    Hours/week
    40 + 6 related

  • Lloyd Osborne

    VICE PRES./BUSINESS AGENT - NEW

    Total calculated
    $232,355
    From this org
    $174,891
    From related orgs
    $0
    Other
    $57,464
    Hours/week
    40 + 6 related

  • Roger McGinty

    FIN. SECRETARY/BUSINESS AG

    Total calculated
    $243,767
    From this org
    $187,004
    From related orgs
    $0
    Other
    $56,763
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $181,443
    Bonus
    $0
    Other
    $5,561
    Deferred
    $38,627
    Nontaxable benefits
    $18,136
    Filer's total
    $243,767

  • John Hickey

    TREASURER

    Total calculated
    $209,326
    From this org
    $151,446
    From related orgs
    $0
    Other
    $57,880
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $146,355
    Bonus
    $0
    Other
    $5,091
    Deferred
    $39,744
    Nontaxable benefits
    $18,136
    Filer's total
    $209,326

  • Vince Winters

    REC. SECRETARY/BUSINESS AG

    Total calculated
    $241,388
    From this org
    $184,793
    From related orgs
    $0
    Other
    $56,595
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $180,775
    Bonus
    $0
    Other
    $4,018
    Deferred
    $38,459
    Nontaxable benefits
    $18,136
    Filer's total
    $241,388

  • Kevin Nolan

    EXECUTIVE BOARD

    Total calculated
    $9,636
    From this org
    $9,600
    From related orgs
    $0
    Other
    $36
    Hours/week
    5 + 1 related

  • Lloyd Osborne

    EXECUTIVE BOARD/BUSINESS A - PAST

    Total calculated
    $0
    Hours/week
    40 + 1 related

  • Edward Henzl

    EXECUTIVE BOARD

    Total calculated
    $9,636
    From this org
    $9,600
    From related orgs
    $0
    Other
    $36
    Hours/week
    5 + 1 related

  • Mario Guerrero

    EXECUTIVE BOARD

    Total calculated
    $9,636
    From this org
    $9,600
    From related orgs
    $0
    Other
    $36
    Hours/week
    5 + 1 related

  • Saudeeq Hibbler

    EXECUTIVE BOARD - NEW

    Total calculated
    $4,636
    From this org
    $4,600
    From related orgs
    $0
    Other
    $36
    Hours/week
    5 + 1 related

  • Tony Moore

    AUDITOR

    Total calculated
    $836
    From this org
    $800
    From related orgs
    $0
    Other
    $36
    Hours/week
    0.5

  • Antonie Anderson

    AUDITOR

    Total calculated
    $836
    From this org
    $800
    From related orgs
    $0
    Other
    $36
    Hours/week
    0.5

  • Adelmo Marchiori

    AUDITOR/BUSINESS AGENT

    Total calculated
    $214,864
    From this org
    $159,695
    From related orgs
    $0
    Other
    $55,169
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,187
    Bonus
    $0
    Other
    $2,508
    Deferred
    $37,033
    Nontaxable benefits
    $18,136
    Filer's total
    $214,864

  • Barbara Hickey

    TRUSTEE

    Total calculated
    $836
    From this org
    $800
    From related orgs
    $0
    Other
    $36
    Hours/week
    0.5

  • Saudeeq Hibbler

    TRUSTEE - PAST

    Total calculated
    $0
    Hours/week
    0.5

  • Angelo Saccameno

    TRUSTEE

    Total calculated
    $836
    From this org
    $800
    From related orgs
    $0
    Other
    $36
    Hours/week
    0.5

  • Earl Gottman

    TRUSTEE - NEW

    Total calculated
    $236
    From this org
    $200
    From related orgs
    $0
    Other
    $36
    Hours/week
    0.5

  • Daniel Orourke

    CONDUCTOR

    Total calculated
    $2,436
    From this org
    $2,400
    From related orgs
    $0
    Other
    $36
    Hours/week
    0.5

  • Michael Kenzinger

    GUARD

    Total calculated
    $2,436
    From this org
    $2,400
    From related orgs
    $0
    Other
    $36
    Hours/week
    0.5

  • Valerie Colvett

    BUSINESS AGENT

    Total calculated
    $239,242
    From this org
    $182,540
    From related orgs
    $0
    Other
    $56,702
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $179,230
    Bonus
    $0
    Other
    $3,310
    Deferred
    $38,566
    Nontaxable benefits
    $18,136
    Filer's total
    $239,242

  • John Hanley

    LEGISLATIVE DIRECTOR

    Total calculated
    $227,362
    From this org
    $171,832
    From related orgs
    $0
    Other
    $55,530
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $165,448
    Bonus
    $0
    Other
    $6,384
    Deferred
    $37,394
    Nontaxable benefits
    $18,136
    Filer's total
    $227,362

  • Michael Masterson

    BUSINESS AGENT

    Total calculated
    $223,189
    From this org
    $167,521
    From related orgs
    $0
    Other
    $55,668
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,546
    Bonus
    $0
    Other
    $2,975
    Deferred
    $37,532
    Nontaxable benefits
    $18,136
    Filer's total
    $223,189

  • John Oconnor

    ORGANIZER

    Total calculated
    $227,285
    From this org
    $171,953
    From related orgs
    $0
    Other
    $55,332
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,200
    Bonus
    $0
    Other
    $9,753
    Deferred
    $37,196
    Nontaxable benefits
    $18,136
    Filer's total
    $227,285

  • Patrick Ogorman

    BUSINESS AGENT

    Total calculated
    $201,925
    From this org
    $146,616
    From related orgs
    $0
    Other
    $55,309
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,660
    Bonus
    $0
    Other
    $2,956
    Deferred
    $37,173
    Nontaxable benefits
    $18,136
    Filer's total
    $201,925

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

Itemized on Schedule J with no Part VII listing of the same name on this return:

  • Lloyd Osborne

    VICE PRES./BUSINESS AGENT - NEW

    Schedule J breakdown

    Base
    $172,023
    Bonus
    $0
    Other
    $2,868
    Deferred
    $39,328
    Nontaxable benefits
    $18,136
    Filer's total
    $232,355

Answered yes

  • 2 · Substantiation required before reimbursing expenses

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

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 399 BUILDING CORPORATION

    501(C)(2) · TO HOLD AND MANAGE REAL ESTATE FOR THE PARENT IUOE LOCAL NO. 399 · IL

  • IUOE LOCAL 399 BUILDING CORPORATION II

    501(C)(2) · TO HOLD AND MANAGE REAL ESTATE FOR THE PARENT IUOE LOCAL NO. 399 · IL

  • IUOE LOCAL 399 FEDERAL POLITICAL ACTION COMMITTEE

    527 · PROVIDE SUPPORT FOR POLITICAL CANDIDATES WHO SUPPORT ORGANIZED LABOR. · IL

  • IUOE POLITICAL EDUCATION FUND

    527 · PROVIDE SUPPORT FOR POLITICAL CANDIDATES WHO SUPPORT ORGANIZED LABOR. · IL

  • IUOE LOCAL 399 STAFF 401(K) PLAN

    401A · PROVIDE RETIREMENT BENEFITS FOR OFFICERS AND EMPLOYEES OF IUOE L. 399 · IL

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202531359349304898

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