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
-
$70,000
CONTRIBUTION
-
CONTRIBUTION
-
THE ST PATRCIK'S DAY FOUNDATION
$15,000
DONATION
-
DEMOCRATIC PARTY OF WISCONSIN
$12,000
CONTRIBUTIONS FOR ADMINISTRATIVE COSTS
-
$10,000
DONATION
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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