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Nonprofiteer
← INTERNATIONAL UNION OF OPERATING ENGINEERS 139

Form 990 for tax year 2022

Filed by INTERNATIONAL UNION OF OPERATING ENGINEERS 139.

Totals

Total revenue
$16,928,601
Total expenses
$14,274,131
Contributions and grants received
$1,443,212
Grants paid
$180,820
Program service revenue
$15,127,604
Investment income
$286,381
Other revenue
$71,404
Total assets, end of year
$25,105,182
Total liabilities, end of year
$736,138
Net assets or fund balances, end of year
$24,369,044
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.

  • 1e · Government grants (contributions)

    $1,418,255

  • 1f · All other contributions, gifts and grants

    $24,957

  • 2a · Program service revenue: MEMBERSHIP DUES AND ASSESSMENTS

    total $14,882,397 · related or exempt $14,882,397

  • 2b · Program service revenue: RENTL INC TX EXMPT PURPOS

    total $245,207 · related or exempt $245,207

  • 3 · Investment income

    total $286,381 · excluded $286,381

  • 8a · Fundraising events: gross income

    $58,882

  • 8b · Fundraising events: direct expenses

    $23,978

  • 8c · Net income from fundraising events

    total $34,904 · excluded $34,904

  • 11a · Other revenue: GRIEVANCES

    total $36,500 · related or exempt $36,500

  • 11e · Other revenue, total

    $36,500

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $162,820

  • 2 · Grants to domestic individuals

    total $18,000

  • 4 · Benefits paid to or for members

    total $118,674

  • 5 · Compensation of officers, directors and key employees

    total $3,149,887

  • 7 · Other salaries and wages

    total $2,844,450

  • 8 · Pension plan contributions

    total $1,160,174

  • 9 · Other employee benefits

    total $614,808

  • 10 · Payroll taxes

    total $369,228

  • 11b · Fees: legal

    total $321,896

  • 11c · Fees: accounting

    total $65,775

  • 11d · Fees: lobbying

    total $116,400

  • 11f · Fees: investment management

    total $1,453

  • 11g · Fees: other

    total $5,576

  • 12 · Advertising and promotion

    total $622,563

  • 13 · Office expenses

    total $302,601

  • 14 · Information technology

    total $86,375

  • 16 · Occupancy

    total $356,278

  • 17 · Travel

    total $271,875

  • 19 · Conferences, conventions and meetings

    total $337,336

  • 21 · Payments to affiliates

    total $2,049,409

  • 22 · Depreciation, depletion and amortization

    total $691,107

  • 23 · Insurance

    total $166,866

  • 24a · Other expenses: PRINTING AND PUBLICATIO

    total $133,276

  • 24b · Other expenses: ORGANIZING EXPENSE

    total $129,337

  • 24c · Other expenses: POSTAGE AND SHIPPING

    total $61,267

  • 24d · Other expenses: STAFF & ORGANIZATIONAL

    total $40,012

  • 24e · All other expenses

    total $76,688

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,025,825 · end of year $2,601,016

  • 4 · Accounts receivable

    beginning of year $842,870 · end of year $1,068,379

  • 7 · Other notes and loans receivable

    beginning of year $3,000,000 · end of year $3,000,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $31,763 · end of year $26,587

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

    $15,351,425

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

    $7,489,503

  • 10c · Land, buildings and equipment, net

    beginning of year $8,416,950 · end of year $7,861,922

  • 11 · Investments: publicly traded securities

    beginning of year $10,108,508 · end of year $10,525,519

  • 15 · Other assets

    beginning of year $13,877 · end of year $21,759

  • 17 · Accounts payable and accrued expenses

    beginning of year $503,006 · end of year $589,771

  • 24 · Unsecured notes and loans payable

    beginning of year $1,418,255

  • 25 · Other liabilities

    beginning of year $34,228 · end of year $146,367

  • 27 · Net assets without donor restrictions

    beginning of year $22,484,304 · end of year $24,369,044

Mission and programs · 2022

Mission

TO ELEVATE THE TRADE OF OPERATING ENGINEERS AND IMPROVE THE SOCIAL, ECOMONIC AND WORKING CONDITIONS OF ITS MEMBERS.

Activities or mission (Part I)

TO ELEVATE THE TRADE OF OPERATING ENGINEERS AND IMPROVE THE SOCIAL, ECONOMIC AND WORKING CONDITIONS OF ITS MEMBERS.

  • TO ORGANIZE WORKERS FOR THE ECONOMIC, MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS. THE ORGANIZATION HAD A MEMBERSHIP OF 10,907 AT THE END OF THE REPORTING PERIOD.

  • TO ORGANIZE WORKERS FOR THE ECONOMIC, MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS. THE ORGANIZATION HAD A MEMBERSHIP OF 10,286 AT THE END OF THE REPORTING PERIOD.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jeffrey Artus

    Executive Board

    Total calculated
    $2,700
    From this org
    $2,700
    From related orgs
    $0
    Other
    $0
    Hours/week
    3
  • Jim Axtman

    Executive Board - former

    Total calculated
    $1,076
    From this org
    $1,076
    From related orgs
    $0
    Other
    $0
    Hours/week
    3
  • Steve Buffalo

    Financial Secretary

    Total calculated
    $249,285
    From this org
    $168,463
    From related orgs
    $0
    Other
    $80,822
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,176
    Bonus
    $1,522
    Other
    $765
    Deferred
    $54,668
    Nontaxable benefits
    $26,154
    Filer's total
    $249,285
  • Bill Dreyer

    Auditor

    Total calculated
    $812
    From this org
    $812
    From related orgs
    $0
    Other
    $0
    Hours/week
    3
  • Allan Fogel

    Trustee

    Total calculated
    $207,547
    From this org
    $127,243
    From related orgs
    $0
    Other
    $80,304
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,481
    Bonus
    $541
    Other
    $221
    Deferred
    $54,150
    Nontaxable benefits
    $26,154
    Filer's total
    $207,547
  • Mark Gauf

    Treasurer

    Total calculated
    $248,357
    From this org
    $167,535
    From related orgs
    $0
    Other
    $80,822
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,176
    Bonus
    $1,015
    Other
    $344
    Deferred
    $54,668
    Nontaxable benefits
    $26,154
    Filer's total
    $248,357
  • Craig Glover

    Executive Board

    Total calculated
    $0
    Hours/week
    3
  • Tim Goetz

    Trustee - former

    Total calculated
    $120,948
    From this org
    $72,570
    From related orgs
    $0
    Other
    $48,378
    Hours/week
    40
  • Shane Griesbach

    Recording Secretary

    Total calculated
    $248,496
    From this org
    $167,674
    From related orgs
    $0
    Other
    $80,822
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,176
    Bonus
    $1,015
    Other
    $483
    Deferred
    $54,668
    Nontaxable benefits
    $26,154
    Filer's total
    $248,496
  • Matthew Ison

    Executive Board

    Total calculated
    $2,436
    From this org
    $2,436
    From related orgs
    $0
    Other
    $0
    Hours/week
    3
  • John Jankowski

    Executive Board

    Total calculated
    $1,632
    From this org
    $1,632
    From related orgs
    $0
    Other
    $0
    Hours/week
    3
  • Cory Leist

    Executive Board

    Total calculated
    $3,627
    From this org
    $3,627
    From related orgs
    $0
    Other
    $0
    Hours/week
    3
  • Dan Marsolek

    Conductor

    Total calculated
    $207,500
    From this org
    $127,196
    From related orgs
    $0
    Other
    $80,304
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,481
    Bonus
    $541
    Other
    $174
    Deferred
    $54,150
    Nontaxable benefits
    $26,154
    Filer's total
    $207,500
  • Travis Martzahl

    Auditor

    Total calculated
    $207,450
    From this org
    $127,146
    From related orgs
    $0
    Other
    $80,304
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,481
    Bonus
    $541
    Other
    $124
    Deferred
    $54,150
    Nontaxable benefits
    $26,154
    Filer's total
    $207,450
  • Terrance McGowan

    President/Busines Mgr

    Total calculated
    $280,644
    From this org
    $199,822
    From related orgs
    $0
    Other
    $80,822
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,485
    Bonus
    $1,015
    Other
    $1,322
    Deferred
    $54,668
    Nontaxable benefits
    $26,154
    Filer's total
    $280,644
  • Shaun McHugh

    Trustee

    Total calculated
    $220,564
    From this org
    $140,001
    From related orgs
    $0
    Other
    $80,563
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,129
    Bonus
    $541
    Other
    $331
    Deferred
    $54,409
    Nontaxable benefits
    $26,154
    Filer's total
    $220,564
  • Nicolas Michels

    Auditor

    Total calculated
    $0
    Hours/week
    3
  • Casey Aronson

    Guard

    Total calculated
    $207,655
    From this org
    $127,351
    From related orgs
    $0
    Other
    $80,304
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,351
    Bonus
    $0
    Other
    $0
    Deferred
    $54,150
    Nontaxable benefits
    $26,154
    Filer's total
    $207,655
  • Aaron Raab

    Executive Board

    Total calculated
    $221,123
    From this org
    $140,560
    From related orgs
    $0
    Other
    $80,563
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,129
    Bonus
    $1,083
    Other
    $348
    Deferred
    $54,409
    Nontaxable benefits
    $26,154
    Filer's total
    $221,123
  • Darin Rubenzer

    Executive Board - former

    Total calculated
    $147,045
    From this org
    $88,838
    From related orgs
    $0
    Other
    $58,207
    Hours/week
    40
  • Bob Schmitz

    Executive Board

    Total calculated
    $816
    From this org
    $816
    From related orgs
    $0
    Other
    $0
    Hours/week
    3
  • Curtis Smith

    Executive Board

    Total calculated
    $1,088
    From this org
    $1,088
    From related orgs
    $0
    Other
    $0
    Hours/week
    3
  • Kevin Smith

    Executive Board

    Total calculated
    $2,700
    From this org
    $2,700
    From related orgs
    $0
    Other
    $0
    Hours/week
    3
  • Sam Smith

    Conductor - former

    Total calculated
    $0
    Hours/week
    3
  • Dan Sperberg

    Vice President

    Total calculated
    $248,793
    From this org
    $167,971
    From related orgs
    $0
    Other
    $80,822
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,176
    Bonus
    $1,015
    Other
    $780
    Deferred
    $54,668
    Nontaxable benefits
    $26,154
    Filer's total
    $248,793
  • Ricky Valenta

    Executive Board - former

    Total calculated
    $107,524
    From this org
    $64,990
    From related orgs
    $0
    Other
    $42,534
    Hours/week
    40
  • Corey Vander Loop

    Executive Board

    Total calculated
    $2,424
    From this org
    $2,424
    From related orgs
    $0
    Other
    $0
    Hours/week
    3
  • Bob Weaver

    Trustee

    Total calculated
    $207,650
    From this org
    $127,346
    From related orgs
    $0
    Other
    $80,304
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,481
    Bonus
    $541
    Other
    $324
    Deferred
    $54,150
    Nontaxable benefits
    $26,154
    Filer's total
    $207,650
  • Richard Lego

    Organizer

    Total calculated
    $207,650
    From this org
    $127,346
    From related orgs
    $0
    Other
    $80,304
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,481
    Bonus
    $541
    Other
    $324
    Deferred
    $54,150
    Nontaxable benefits
    $26,154
    Filer's total
    $207,650
  • Thomas Moore

    Business Agent

    Total calculated
    $207,661
    From this org
    $127,357
    From related orgs
    $0
    Other
    $80,304
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,481
    Bonus
    $541
    Other
    $335
    Deferred
    $54,150
    Nontaxable benefits
    $26,154
    Filer's total
    $207,661
  • James Dewar

    Business Agent

    Total calculated
    $207,690
    From this org
    $127,386
    From related orgs
    $0
    Other
    $80,304
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,481
    Bonus
    $541
    Other
    $364
    Deferred
    $54,150
    Nontaxable benefits
    $26,154
    Filer's total
    $207,690
  • Adam Kaseno

    Business Agent

    Total calculated
    $207,779
    From this org
    $127,475
    From related orgs
    $0
    Other
    $80,304
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,481
    Bonus
    $541
    Other
    $453
    Deferred
    $54,150
    Nontaxable benefits
    $26,154
    Filer's total
    $207,779
  • Michael Ervin

    Organizing Director

    Total calculated
    $220,427
    From this org
    $139,864
    From related orgs
    $0
    Other
    $80,563
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,129
    Bonus
    $541
    Other
    $194
    Deferred
    $54,409
    Nontaxable benefits
    $26,154
    Filer's total
    $220,427

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

None.

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.

  • OPERATING ENGINEERS 139 FED PAC

    527 · PAC Fund · WI

  • OPERATING ENGINEERS STATE PAC

    527 · PAC Fund · WI

Provenance

Return type
form_990
Tax year
2022
Filed
25 October 2023
IRS schema version
2022v5.0
Source object
202303009349301305

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