2024-04-26T13:48:49-05:00 2023-12-31 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2023-01-01 361264170 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO 134 INTE 3124541340 2722 S DR MARTIN LUTHER KING JR CHICAGO IL 60616 TIMOTHY FITZGIBBONS PRESIDENT 3124541340 2024-04-26 1 TIMOTHY FITZGIBBONS 999009999 0 MICHAEL F TIBERI P01655011 3123680500 2024-04-26 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z TIMOTHY FITZGIBBONS 2722 S DR MARTIN LUTHER KING JR DR CHICAGO IL 60616 28040294 0 X WWW.LU134.ORG X 1900 IL LABOR UNION 9 0 74 0 0 0 0 0 23870118 25411470 609458 1066350 2355288 1562474 26834864 28040294 916647 669625 2491344 0 10807349 11381253 0 0 0 10435870 10873445 24651210 22924323 2183654 5115971 56967456 63752441 3785207 3130486 53182249 60621955 LABOR UNION 0 0 TO ORGANIZE ALL WORKERS FOR THE ECONOMIC, MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS. 0 0 1 1 0 0 0 0 0 1 1 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 80 0 1 74 1 0 0 0 0 1 1 0 0 0 0 0 X 9 0 0 0 0 0 1 1 1 1 1 0 0 1 0 0 1 1 1 0 X TIMOTHY FITZGIBBONS 3124541340 2722 S DR MARTIN LUTHER KING JR CHICAGO IL 60616 ROY DAY EXECUTIVE BOARD - PAST 1.00 X 7750 0 0 RICHARD DICANIO EXECUTIVE BOARD 1.00 X 14146 0 0 JOHN GEOGHEGAN EXECUTIVE BOARD / BA 40.00 X 157640 0 79518 TIMOTHY GLOVER EXECUTIVE BOARD 1.00 X 12737 0 0 DENNIS MORRIS EXECUTIVE BOARD 1.00 X 12737 0 0 NICOLLE M PETIT-WINN EXECUTIVE BOARD 1.00 X 12737 0 0 PATRICK HASSETT EXECUTIVE BOARD 1.00 X 14241 0 0 MARTIN MURPHY EXECUTIVE BOARD 1.00 X 14250 0 0 JAMES AIELLO EXECUTIVE BOARD 1.00 X 14206 0 0 DANIEL CONNOLLY EXECUTIVE BOARD - NEW 1.00 X 7960 0 0 DONALD FINN BUSINESS MANAGER / FIN SEC 40.00 1.00 X 227258 0 79518 KEVIN CONNOLLY RECORDING SECRETARY 40.00 1.00 X 158314 0 76426 JOHN DALTON TREASURER / BA 40.00 1.00 X 148503 0 74942 MAURICE KING VICE PRESIDENT 2.00 1.00 X 5095 0 0 TIMOTHY FITZGIBBONS PRESIDENT 40.00 1.00 X 194946 0 79518 MATTHEW CLEVELAND IN-HOUSE LEGAL COUNSEL 40.00 X 213708 0 24090 MICHAEL C GOGOLA BUSINESS AGENT 40.00 X 168274 0 79518 WILLIAM GUINANE BUSINESS AGENT 40.00 X 161209 0 79518 SEAN KASS BUSINESS AGENT 40.00 X 158562 0 77166 JOHN CAMPBELL BUSINESS AGENT 40.00 X 158454 0 79518 1862727 0 729732 38 0 1 0 0 WORKING DUES RECEIPTS 900099 16588998 16588998 MEMBER RECEIPTS 900099 8409067 8409067 LMCC REIMBURSEMENTS 900099 233161 233161 RENEWABLE ENERGY FUND REIMBURSEME 900099 93244 93244 AFFILIATED LOCAL REIMBURSEMENTS 900099 87000 87000 25411470 1066350 1066350 CHANGE IN PENSION LIABILITY 900099 1330984 1330984 SALE OF PROMOTIONAL ITEMS 900099 123103 123103 MISCELLANEOUS INCOME 900099 108387 108387 1562474 28040294 25411470 0 2628824 657575 12050 1392440 6551231 1191538 1683122 562922 179540 91620 45307 10162 207806 105606 1019779 254970 568137 89883 216259 6192022 512474 242224 DECREASE IN INVESTMENT 654599 UNION PROMOTIONAL ITEMS 213200 DUES AND INITIATION FEE 139276 WEB AUTHORIZATION FEE 95293 35288 22924323 1687553 2176160 2032917 3134110 2465837 2873364 179427 187933 3356350 1845193 1726789 1511157 21930652 26069757 4055128 4329988 22889153 23469972 56967456 63752441 436306 441587 1795453 908256 1553448 1780643 3785207 3130486 X 53182249 60621955 53182249 60621955 56967456 63752441 5115971 2323735 0 X 0 1 X 1 0 IBEW LOCAL 134 PAC FUND 2722 S DR MARTIN LUTHER KING JR CHICAGO IL 60616 364383353 143130 IBEW ILLINOIS PAC 900 SEVENTH STREET NW WASHINGTON DC 20001 526147771 471680 1 0 0 PART I-A, LINE 1: THE LOCAL MAINTAINS PAC ACCOUNTS ESTABLISHED TO PROVIDE SUPPORT TO STATE AND LOCAL CANDIDATES FOR POLITICAL OFFICE. CONTRIBUTIONS ARE RECEIVED AND PROMPTLY AND DIRECTLY DELIVERED TO THE SEPARATE POLITICAL ORGANIZATIONS. 688241 210107 478134 1427204 923074 504130 1240905 712012 528893 1511157 AFL-CIO HOUSING INVESTMENT TRUST FUND 1638995 F AMALGAMATED INVESTMENTS COMPANY COMMON STOCK 785238 F ULLICO SEPARATE ACCOUNT W1 1905755 F 4329988 INVESTMENT IN BUILDING CORPORATION 22234554 PENSION ASSET 1235418 23469972 PER CAPITA TAX PAYABLE 821671 GROUP LIFE INSURANCE PAYABLE 958972 1780643 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE LOCAL TO EVALUATE TAX POSITIONS TAKEN BY THE LOCAL AND RECOGNIZE A TAX LIABILITY IF THE LOCAL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE LOCAL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 LOCAL 134 CFL DELEGATE SCHOLARSHIP FUND 2722 S DR MARTIN LUTHER KING JR DR CHICAGO IL 60616 821703927 501(C)3 28450 0 N/A N/A FUNDING FOR SCHOLARSHIP PROGRAM ELECTRICAL WORKERS MINORITY CAUCUS PO BOX 821462 VANCOUVER WA 98682 030441226 501(C)5 6000 0 N/A N/A CONTRIBUTION ARCHER AVENUE ST PATRICK'S DAY PARADE 6200 JOLIET ROAD COUNTRYSIDE IL 60525 501(C)3 12500 0 N/A N/A CONTRIBUTION FRIENDS OF LONIE STEPHENSON PO BOX 720 NEWBURG MD 20664 8000 0 N/A N/A CONTRIBUTION 2 2 DONATIONS AND FLOWERS 18 8500 3550 COST FLOWERS FOR DECEASED MEMBERS FAMILIES PART I, LINE 2: THE RECORDING SECRETARY CAREFULLY REVIEWS ALL REQUESTS FOR DONATIONS AND GRANTS PRIOR TO THEIR APPROVAL AND DISBURSEMENT. APPROVAL BY THE EXECUTIVE BOARD IS REQUIRED FOR ALL REQUESTS OVER A SPECIFIC DOLLAR AMOUNT. APPROVAL IS GRANTED ONLY TO REPUTABLE ORGANIZATIONS WHO HAVE SATISIFIED THE LOCAL UNION'S DUE DILIGENCE. THE LOCAL UNION PERFORMS NO SUBSEQUENT MONITORING OF THE USE OF THE DONATIONS OR GRANTS. ALL RECORDS REGARDING DISBURSEMENT OF FUNDS ARE MAINTAINED AT THE LOCAL UNION OFFICE. PART II LINE 1(B) AND 1(C) THE LOCAL HAS ATTEMPTED NUMEROUS TIMES, UNSUCCESSFULLY, TO OBTAIN THE MISSING INFORMATION NECESSARY TO COMPLETE PART II OF SCHEDULE I. 0 0 0 DONALD FINN BUSINESS MANAGER / FIN SEC 226853 0 0 0 405 0 39566 0 39952 0 306776 0 0 0 TIMOTHY FITZGIBBONS PRESIDENT 193800 0 0 0 1146 0 39566 0 39952 0 274464 0 0 0 MICHAEL C GOGOLA BUSINESS AGENT 167842 0 0 0 432 0 39566 0 39952 0 247792 0 0 0 WILLIAM GUINANE BUSINESS AGENT 160842 0 0 0 367 0 39566 0 39952 0 240727 0 0 0 JOHN CAMPBELL BUSINESS AGENT 157442 0 0 0 1012 0 39566 0 39952 0 237972 0 0 0 MATTHEW CLEVELAND IN-HOUSE LEGAL COUNSEL 213708 0 0 0 0 0 3390 0 20700 0 237798 0 0 0 JOHN GEOGHEGAN EXECUTIVE BOARD / BA 157442 0 0 0 198 0 39566 0 39952 0 237158 0 0 0 SEAN KASS BUSINESS AGENT 157442 0 0 0 1120 0 52886 0 24280 0 235728 0 0 0 KEVIN CONNOLLY RECORDING SECRETARY 157442 0 0 0 872 0 52146 0 24280 0 234740 0 0 0 JOHN DALTON TREASURER / BA 148202 0 0 0 301 0 37300 0 37642 0 223445 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 A JOURNEYMAN IS A SKILLED ELECTRICAL WORKER WHO BY KNOWLEDGE, EXPERIENCE AND ABILITY IS CAPABLE OF AND MAY PERFORM ANY AND ALL MANUAL LABOR OR MECHANICAL OPERATIONS CUSTOMARILY PERFORMED IN THE ELECTRICAL INDUSTRY. AN APPRENTICE IS A PERSON WHO HAS BEEN REGISTERED AS SUCH WITH THE LOCAL UNION AND IS REQUIRED TO ASSIST SKILLED ELECTRICAL WORKERS WITHIN THEIR RESPECTIVE CLASSIFICATIONS OF WORK. FORM 990, PART VI, SECTION A, LINE 7A ALL SUCH MEMBERS DESCRIBED IN PART VI,SECTION A, LINE 6 WHO ARE CURRENT WITH THEIR DUES AND WHO ARE IN GOOD STANDING AT THE TIME OF AN ELECTION HAVE FULL VOTING RIGHTS. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DECISIONS ARE SUBJECT TO REVIEW AND APPROVAL BY MEMBERSHIP AT PERIODIC MEMBERSHIP MEETINGS CONVENED AS REQUIRED BY INTERNATIONAL AND LOCAL GOVERNING DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE INDEPENDANT ACCOUNTANT AND PROVIDED TO THE LOCAL'S ENTIRE GOVERNING BODY FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 15 THE SALARIES FOR ALL OFFICERS OF THE ORGANIZATION ARE MANDATED BY THE ORGANIZATION'S CONSTITUTION AND BY-LAWS. THE CONSTITUTION AND BY-LAWS ARE APPROVED BY MEMBERSHIP. FORM 990, PART VI, SECTION C, LINE 19 INDIVIDUALS MAY CALL OR WRITE THE LOCAL TO REQUEST ACCESS TO DOCUMENTS. RETIREMENT PLAN FOR EMPLOYEES OF IBEW LOCAL 134 2722 S DR MARTIN LUTHER KING JR DRI CHICAGO IL 60616 361264170 TO PROVIDE PENSION BENEFITS TO EMPLOYEES OF IBEW LOCAL UNION NO. 134 IL 401(A) N/A 0 IBEW LOCAL 134 PAC FUND 2722 S DR MARTIN LUTHER KING JR DRI CHICAGO IL 60606 364383353 TO PROVIDE SUPPORT TO STATE OR LOCAL POLITICAL CANDIDATES IL 527 N/A 0 IBEW LOCAL 134 STATE AND MUNICIPAL PAC FUND 2722 S DR MARTIN LUTHER KING JR DRI CHICAGO IL 60606 320463745 TO PROVIDE SUPPORT TO STATE OR LOCAL POLITICAL CANDIDATES IL 527 N/A 0 LOCAL 134 CFL DELEGATE SCHOLARSHIP FUND 2722 S DR MARTIN LUTHER KING JR DRI CHICAGO IL 60606 821703927 TO PROVIDE SUPPORT TO ELIGIBLE CHILDREN OF MEMBERS OF IBEW 134 IL 501(C)(3) LINE 10 N/A 0 2722 S KING DRIVE LLC 2722 S DR MARTIN LUTHER KING JR DRI CHICAGO IL 60606 611901542 TO HOLD AND MANAGE REAL ESTATE FOR THE PARENT IBEW LOCAL 134 IL 501C(2) INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO 134 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 2722 S KING DRIVE LLC K 300000 FAIR MARKET VALUE