2024-06-21T14:47:21-05:00 2023-09-30 842885766 ROMOLO & ASSOCIATES LLC 1700 W LUTHY DRIVE PEORIA IL 61615 990 2022-10-01 370559351 UNITED ASSOCIATION OF JOUR & APPR 99PPF UNIT 3096632337 406 ELDORADO RD BLOOMINGTON IL 617044590 CHRIS EVANS FINANCIAL SECRETARY 3096632337 2024-04-29 1 CHRIS EVANS 999009999 0 MALLORY ECKSTEIN P01970498 3096822001 2024-04-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRIS EVANS 406 ELDORADO RD BLOOMINGTON IL 617044590 1332845 0 0297 X N/A X 1879 IL OPERATION OF PLUMBERS LOCAL UNION 5 2 9 0 0 0 9800 7200 1091165 1263347 14653 35371 27537 11292 1143155 1317210 0 0 10490 20240 481916 582192 0 0 0 377336 403984 869742 1006416 273413 310794 1758094 2158966 4770 9266 1753324 2149700 OPERATION OF PLUMBERS LOCAL UNION FOR THE BENEFIT OF ITS MEMBERS 0 0 668107 OPERATION OF PLUMBERS LOCAL UNION FOR THE BENEFIT OF ITS MEMBERS 668107 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 2 0 9 1 0 0 0 0 0 0 0 0 X 5 2 1 0 0 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 X CHRIS EVANS 3096632337 406 ELDORADO RD BLOOMINGTON IL 61704 TIMOTHY EVANS VP 1.00 X X 346 0 0 TIM KEMP - PAST EBD 1.00 X 0 0 0 JOSH KEMP EXECUTIVE BOARD 1.00 X 346 0 0 DAN RIDDLE EXECUTIVE BOARD 1.00 X 0 0 0 MARK MEDLEY - PAST EBD 1.00 X 0 0 0 ANDY TERVEN EBD 1.00 X 0 0 0 DAVID KELLEHER EBD 1.00 X 700 0 0 CHRISTOPHER EVANS FINANCIAL SECRETARY 1.00 X 9706 0 0 BRIAN KILEY PRESIDENT 1.00 X 3266 0 0 JAY LOGAN BUSINESS MANAGER 45.00 X 124699 0 75361 JERRY KELLEHER BUSINESS AGENT 45.00 X 114544 0 72828 253607 0 148189 2 0 1 0 0 7200 7200 WORKING DUES 900099 1133618 1133618 MONTHLY DUES 900099 124856 124856 INITIATION FEES 900099 4200 4200 WITHDRAWAL FEES 900099 673 673 1263347 35371 35371 8200 7200 15635 -7435 -7435 REIMBURSED EXPENSES 900099 12249 12249 MERCHANDISE SALES 900099 3510 3510 CREDIT CARD FEES 900099 2968 2968 18727 1317210 1282074 0 27936 20240 20240 460368 263609 196759 51663 29582 22081 21673 12410 9263 14980 8578 6402 33508 19187 14321 3072 3072 11441 11441 750 750 566 324 242 5671 5671 31088 17801 13287 24000 13743 10257 21116 12091 9025 5507 3153 2354 232597 232597 18480 10582 7898 9876 5655 4221 UNION MERCHANDISE 16927 9692 7235 CONTRIBUTIONS & GIFTS 16874 16874 RETIREE DUES 3394 3394 MARKET RECOVERY 1890 1890 735 507 228 1006416 668107 338309 0 291215 294293 583905 738822 67355 53302 32347 14053 850627 1111798 1758094 2158966 4306 4588 464 4678 4770 9266 X 1753324 2139982 9718 1753324 2149700 1758094 2158966 310794 85582 0 X X 0 1 X 1 0 0 1 0 14272 11974 2298 53083 41328 11755 14053 DUE TO AFFILIATES 4678 4678 X 1417677 85582 15635 101217 1316460 750 750 1317210 1021301 15635 15635 1005666 750 750 1006416 PART X, LINE 2: THE LOCAL IS A NON-PROFIT ORGANIZATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AND AN EQUIVALENT SECTION OF THE ILLINOIS INCOME TAX LAW. THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF REVENUES, EXPENSES, AND CHANGES IN NET ASSETS AND THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF ASSETS, LIABILITIES, AND NET ASSETS ARE $0. FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10-25-6 REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE LOCAL AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THE EXECUTIVE BOARD HAS ANALYZED THE TAX POSITIONS TAKEN BY THE LOCAL, AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2023 AND 2022 THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE LOCAL IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE LOCAL HAS NEVER HAD UNRELATED BUSINESS INCOME TAX (UBIT) NOR HAS IT FILED THE FORM 990-T. THEREFORE, ALL TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES RELATED TO UBIT. PART XI, LINE 2D - OTHER ADJUSTMENTS: GOLF OUTING EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: GOLF OUTING EXPENSES CHARITY GOLF OUTING 15400 7200 8200 15400 7200 8200 8200 0 0 0 JAY LOGAN BUSINESS MANAGER 124699 0 0 0 0 0 61011 0 14350 0 200060 0 0 0 JERRY KELLEHER BUSINESS AGENT 114544 0 0 0 0 0 58478 0 14350 0 187372 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THERE IS A FAMILY RELATIONSHIP BETWEEN TWO OFFICERS. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE INDIVIDUALS WHO ELECT MEMBERS OF THE GOVERNING BODY OR THEIR DELEGATES. FORM 990, PART VI, SECTION A, LINE 7A ELECTIONS ARE DONE BASED ON THE LOCAL UNION'S BYLAWS & CONSTITUTION. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS MADE BY THE GOVERNING BODY ARE APPROVED BY MEMBERSHIP AT MONTHLY MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCIAL SECRETARY, BUSINESS MANAGER, AND VICE PRESIDENT REVIEW THE 990 BEFORE IT IS ELECTRONICALLY FILED WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST PART XII, LINE 1 THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING POLITICAL ACTION COMMITTEE OF LOCAL UNION 99 406 ELDORADO RD BLOOMINGTON IL 61704 200198237 PAC FUND IL 527 UNITED ASSOCIATION OF JOUR & APPR LOCAL 99 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0