STRATEGY STUDIO / PUBLIC DATA EXPLORER

INTERNATIONAL UNION OF OPERATING ENGINEERS 18: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL UNION OF OPERATING ENGINEERS 18 (EIN 34-0200322)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202321359349310967
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-15T13:48:41-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341322309PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CIUNI & PANICHI INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line125201 CHAGRIN BLVD 200AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441225683ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN340200322EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL UNION OF OPERATINGBusinessNameLine1Txt
Business Name Line2ENGINEERS LOCAL 18BusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlINTEBusinessNameControlTxt
Phone2164323138PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13515 PROSPECT AVENUEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441152619ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL R BERTOLONEPersonNm
Person TitleBUSINESS MANAGERPersonTitleTxt
Phone2164323138PhoneNum
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastBERTOLONEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY R SPENCER CPAPreparerPersonNm
PTINP01367852PTIN
Phone2168317171PhoneNum
Preparation2023-05-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL R BERTOLONEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13515 PROSPECT AVENUEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441152619ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$30,213,923GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.OE18.ORGWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1939FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionLOCAL 18 IUOE IS A LABOR ORGANIZATION THAT HAS BEEN INSTRUMENTAL (CONTINUED ON SCHEDULE O)IN NEGOTIATING PROGRESSIVE CONTRACTS FOR THE RESIDENTIAL & HEAVY HIGHWAY & BUILDING INDUSTRY.ActivityOrMissionDesc
Voting Members Governing Body21VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee69TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$4,194TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$3,194NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$19,215,573PYProgramServiceRevenueAmt
CY Program Service Revenue$22,792,447CYProgramServiceRevenueAmt
PY Investment Income$1,096,877PYInvestmentIncomeAmt
CY Investment Income$1,399,839CYInvestmentIncomeAmt
PY Other Revenue$20,402PYOtherRevenueAmt
CY Other Revenue$26,670CYOtherRevenueAmt
PY Total Revenue$20,332,852PYTotalRevenueAmt
CY Total Revenue$24,218,956CYTotalRevenueAmt
PY Grants And Similar Paid$6,870PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$10,985CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$269,914PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$257,345CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$8,223,958PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$8,661,606CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$7,776,441PYOtherExpensesAmt
CY Other Expenses$8,394,266CYOtherExpensesAmt
PY Total Expenses$16,277,183PYTotalExpensesAmt
CY Total Expenses$17,324,202CYTotalExpensesAmt
PY Revenues Less Expenses$4,055,669PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,894,754CYRevenuesLessExpensesAmt
Total Assets BOY$86,409,079TotalAssetsBOYAmt
Total Assets EOY$83,934,319TotalAssetsEOYAmt
Total Liabilities BOY$11,813TotalLiabilitiesBOYAmt
Total Liabilities EOY$252,047TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$86,397,266NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$83,682,272NetAssetsOrFundBalancesEOYAmt
MissionLOCAL 18 IUOE IS A LABOR ORGANIZATION THAT HAS BEEN INSTRUMENTAL IN NEGOTIATING PROGRESSIVE CONTRACTS FOR THE RESIDENTIAL & HEAVY HIGHWAY & BUILDING INDUSTRY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$15,601,315ExpenseAmt
Grant$10,985GrantAmt
DescSAFETY TRAINING AND EDUCATIONAL PROGRAMS, ARBITRATION OF MEMBERS' GRIEVANCES WITH EMPLOYERS, CONTRACT NEGOTIATION WITH EMPLOYERS FOR BETTER WAGES AND WORKING CONDITIONS.Desc
Total Program Service Expenses$15,601,315TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document83IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee69EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members21GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JULIE A CARPENTERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2164323138PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13515 PROSPECT AVENUEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441152619ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (36 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
MICHAEL R BERTOLONE
BUSINESS MANAGER60.00Yes (X)Yes (X)$213,101$0$47,424
THOMAS P BYERS
PRESIDENT60.00Yes (X)Yes (X)$171,047$0$47,424
JEFFERSON S POWELL
VICE PRESIDENT50.00Yes (X)Yes (X)$151,960$0$47,424
THOMAS J PEREVOSNIK
TREASURER50.00Yes (X)Yes (X)$135,530$0$47,424
ROBERT L HUGHES
RECORDING SECRETARY50.00Yes (X)Yes (X)$134,766$0$47,424
JOSEPH W CASTO III
FINANCIAL SECRETARY50.00Yes (X)Yes (X)$132,543$0$47,424
SCOTT R STEVENSON
TRUSTEE50.00Yes (X)$131,389$0$47,424
RONALD A KROHN JR
AUDITOR50.00Yes (X)$129,917$0$47,424
JASON D BAKER
AUDITOR50.00Yes (X)$127,362$0$47,968
TONY D JAMES
TRUSTEE50.00Yes (X)$125,678$0$47,968
DARRIN MORGAN
TRUSTEE50.00Yes (X)$125,607$0$47,424
CHAD C CREEKS
GUARD50.00Yes (X)$124,557$0$47,968
BRENT MCCARTY
CONDUCTOR50.00Yes (X)$122,597$0$47,968
ISMAEL GUTIERREZ JR
AUDITOR50.00Yes (X)$121,398$0$47,968
THOMAS BOWLING
EXECUTIVE BOARD1.00Yes (X)$2,615$0$606
KENDALL BUDD
EXECUTIVE BOARD1.00Yes (X)$2,615$0$606
HAROLD D BURTON
EXECUTIVE BOARD1.00Yes (X)$2,615$0$606
STACEY L CHAMBERLAIN
EXECUTIVE BOARD1.00Yes (X)$2,615$0$606
BRIAN A DEAN
EXECUTIVE BOARD1.00Yes (X)$2,615$0$606
DEREK FURBEE
EXECUTIVE BOARD1.00Yes (X)$2,615$0$605
MATTHEW T GRILLS
EXECUTIVE BOARD1.00Yes (X)$2,615$0$605
THOMAS R HYME JR
EXECUTIVE BOARD1.00Yes (X)$2,615$0$605
JOHNNY RODRIGUEZ
EXECUTIVE BOARD1.00Yes (X)$2,615$0$605
CHAD N SWARTZ
EXECUTIVE BOARD1.00Yes (X)$2,615$0$605
DONALD L STAGGERS
EXECUTIVE BOARD1.00Yes (X)$3,009$0$250
SCOTT E SAVICK
EXECUTIVE BOARD1.00Yes (X)$2,101$0$486
RON METRO
EXECUTIVE BOARD1.00Yes (X)$2,086$0$484
JEFFREY A WORK
EXECUTIVE BOARD1.00Yes (X)$514$0$120
DONALD R BLACK
EXECUTIVE BOARD1.00Yes (X)$0$0$0
MICHAEL W VANFOSSEN
EXECUTIVE BOARD1.00Yes (X)$0$0$0
BRETT LAFASO
DISTRICT REP50.00$131,349$0$47,424Yes (X)
JOHN TOWNES
BUSINESS AGENT50.00$126,370$0$48,085Yes (X)
KIPTON SIESEL
BUSINESS AGENT50.00$125,678$0$47,968Yes (X)
JOHN CAPEK JR
BUSINESS AGENT50.00$124,712$0$48,709Yes (X)
FRANK UHL
BUSINESS AGENT50.00$124,330$0$48,549Yes (X)
JOHN D HARDESTY
FORMER GUARD50.00$30,067$0$3,385Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,643,818TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$918,171TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K19IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SCHAEFER PRINTING COMPANY
14650 DETROIT AVE STE 430LAKEWOODOH44107PRINTING SERVICES$765,432
LEE FADEL AND BEYER LLC
18500 LAKE ROAD STE 300ROCKY RIVEROH44116LEGAL SERVICES$445,930
NATIONAL BUSINESS FURNITURE LLC
770 SOUTH 70TH STMILWAUKEEWI43214OFFICE FURNITURE SUPPLIER$146,068
GOVERNMENT LABOR RESOURCE LLC
10766 DUNRAVEN LANEDUBLINOH43017POLITICAL CONSULTING SERVICES$120,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMEMBERSHIP DUES & ASSESSMENTSDesc
Business900099BusinessCd
Total Revenue Column$22,792,447TotalRevenueColumnAmt
Related Or Exempt Func Income$22,792,447RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$22,792,447TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,563,290TotalRevenueColumnAmt
Exclusion$1,563,290ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$5,729,047SecuritiesAmt
Other$50,049OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$5,817,326SecuritiesAmt
Other$125,221OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$88,279SecuritiesAmt
Other-$75,172OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$163,451TotalRevenueColumnAmt
Related Or Exempt Func Income-$75,172RelatedOrExemptFuncIncomeAmt
Exclusion-$88,279ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$56,614GrossSalesOfInventoryAmt
Cost Of Goods Sold$52,420CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,194TotalRevenueColumnAmt
Unrelated Business Revenue$4,194UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CHARITABLE CONTRIBUTIONS COMMITTE900099$17,772$17,772
MEMBERS' PROGRAM FUND900099$4,704$4,704
FieldValueIRS element (for citing)
Other Revenue Total$22,476OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$24,218,956TotalRevenueColumnAmt
Related Or Exempt Func Income$22,739,751RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$4,194UnrelatedBusinessRevenueAmt
Exclusion$1,475,011ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$10,985TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$257,345TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,688,818TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,514,811TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,472,663TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$520,881TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$464,433TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$441,720TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$75,969TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$36,314TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$792,316TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$461,981TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$54,142TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$468,165TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$982,693TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$69,098TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$2,646,227TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,063,505TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$48,464TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
LOCAL NEWSPAPER EXPENSE$702,787
ADMINISTRATIVE EXPENSES$446,552
EDUCATION AND SAFETY$51,850
DUES REFUNDS$22,844

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$29,639TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$17,324,202TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,350BOYAmt
EOY$1,800EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$13,570,370BOYAmt
EOY$19,217,037EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$46,432BOYAmt
EOY$89,607EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$18,680,601LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,300,691LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$12,273,911BOYAmt
EOY$12,379,910EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$60,517,016BOYAmt
EOY$52,245,965EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$86,409,079BOYAmt
EOY$83,934,319EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,813BOYAmt
EOY$12,947EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$239,100EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,813BOYAmt
EOY$252,047EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$86,397,266BOYAmt
EOY$83,682,272EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$86,397,266BOYAmt
EOY$83,682,272EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$86,409,079BOYAmt
EOY$83,934,319EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$6,894,754ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$9,609,748NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,206,265OtherCostOrOtherBasisAmt
Book Value$2,206,265BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,976,153OtherCostOrOtherBasisAmt
Depreciation$4,954,835DepreciationAmt
Book Value$9,021,318BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,316,152OtherCostOrOtherBasisAmt
Depreciation$562,358DepreciationAmt
Book Value$753,794BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,182,031OtherCostOrOtherBasisAmt
Depreciation$783,498DepreciationAmt
Book Value$398,533BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$12,379,910TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDEATH BENEFIT FUNDDesc
Amt$239,100Amt
FieldValueIRS element (for citing)
Total Liability$239,100TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$14,661,628TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$9,609,748NetUnrealizedGainsInvstAmt
Other Revenue$52,420OtherRevenueAmt
Revenue Not Reported-$9,557,328RevenueNotReportedAmt
Revenue Subtotal$24,218,956RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$24,218,956TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$17,376,622TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$52,420OtherExpensesIncludedAmt
Expenses Not Reported$52,420ExpensesNotReportedAmt
Expenses Subtotal$17,324,202ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$17,324,202TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE LOCAL IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE, EXCEPT ON NET INCOME DERIVED FROM UNRELATED BUSINESS INCOME. AS OF DECEMBER 31, 2022 AND 2021, THE LOCAL HAS IDENTIFIED NO UNCERTAIN INCOME TAX POSITIONS AND HAS INCURRED NO AMOUNTS FOR INCOME TAX PENALTIES AND INTEREST FOR THE YEARS THEN ENDED. THE LOCAL MAY RECOGNIZE THE TAX BENEFIT FROM A TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE LOCAL AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE LOCAL HAS ANALYZED ITS TAX POSITIONS TAKEN FOR FILINGS WITH THE INTERNAL REVENUE SERVICE. THE LOCAL BELIEVES THAT ITS INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE LOCAL'S ASSETS, LIABILITIES, AND NET ASSETS OR REVENUES AND EXPENSES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD FROM SALE OF INVENTORY 52,420.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD FROM SALE OF INVENTORY 52,420.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationASSISTANCE GIVEN TO VARIOUS ORGANIZATIONS ARE UNRESTRICTED IN NATURE AND ARE FOR GENERAL SUPPORT FOR THE ORGANIZATION. THEREFORE, NO MONITORING PROCEDURES WERE UNDERTAKEN.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MICHAEL R BERTOLONE
BUSINESS MANAGER$188,960$0$0$0$24,141$0$36,214$0$11,210$0$260,525$0$0$0
THOMAS P BYERS
PRESIDENT$151,143$0$0$0$19,904$0$36,214$0$11,210$0$218,471$0$0$0
JEFFERSON S POWELL
VICE PRESIDENT$142,280$0$0$0$9,680$0$36,214$0$11,210$0$199,384$0$0$0
THOMAS J PEREVOSNIK
TREASURER$124,420$0$0$0$11,110$0$36,214$0$11,210$0$182,954$0$0$0
ROBERT L HUGHES
RECORDING SECRETARY$122,907$0$0$0$11,859$0$36,214$0$11,210$0$182,190$0$0$0
JOSEPH W CASTO III
FINANCIAL SECRETARY$120,667$0$0$0$11,876$0$36,214$0$11,210$0$179,967$0$0$0
SCOTT R STEVENSON
TRUSTEE$120,829$0$0$0$10,560$0$36,214$0$11,210$0$178,813$0$0$0
BRETT LAFASO
DISTRICT REP$120,789$0$0$0$10,560$0$36,214$0$11,210$0$178,773$0$0$0
RONALD A KROHN JR
AUDITOR$118,457$0$0$0$11,460$0$36,214$0$11,210$0$177,341$0$0$0
JASON D BAKER
AUDITOR$118,002$0$0$0$9,360$0$36,758$0$11,210$0$175,330$0$0$0
JOHN TOWNES
BUSINESS AGENT$115,021$0$0$0$11,349$0$36,875$0$11,210$0$174,455$0$0$0
KIPTON SIESEL
BUSINESS AGENT$116,318$0$0$0$9,360$0$36,758$0$11,210$0$173,646$0$0$0
TONY D JAMES
TRUSTEE$114,121$0$0$0$11,557$0$36,758$0$11,210$0$173,646$0$0$0
JOHN CAPEK JR
BUSINESS AGENT$114,130$0$0$0$10,582$0$37,499$0$11,210$0$173,421$0$0$0
DARRIN MORGAN
TRUSTEE$116,247$0$0$0$9,360$0$36,214$0$11,210$0$173,031$0$0$0
FRANK UHL
BUSINESS AGENT$114,970$0$0$0$9,360$0$37,339$0$11,210$0$172,879$0$0$0
CHAD C CREEKS
GUARD$114,415$0$0$0$10,142$0$36,758$0$11,210$0$172,525$0$0$0
BRENT MCCARTY
CONDUCTOR$112,732$0$0$0$9,865$0$36,758$0$11,210$0$170,565$0$0$0
ISMAEL GUTIERREZ JR
AUDITOR$110,744$0$0$0$10,654$0$36,758$0$11,210$0$169,366$0$0$0
JOHN D HARDESTY
FORMER GUARD$29,917$0$0$0$150$0$2,465$0$920$0$33,452$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6LOCAL 18 IUOE IS A MEMBERSHIP-BASED LABOR ORGANIZATION. THERE IS ONLY ONE CLASS OF MEMBERSHIP IN THIS ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7ATHE UNION MEMBERSHIP ELECTS THE GOVERNING BODY OF THE UNION.
FORM 990, PART VI, SECTION A, LINE 7BBYLAW CHANGES ARE SUBJECT TO APPROVAL BY UNION MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11BTHE EXECUTIVE BOARD REVIEWS FORM 990 BEFORE FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE BUSINESS MANAGER IS RESPONSIBLE FOR (A) EXPLAINING LOCAL 18'S POLICY ON CONFLICT OF INTEREST TO ALL PERSONS WHO HAVE NEVER SIGNED A CONFLICT OF INTEREST CERTIFICATE, AND (B) ASSURING THAT EVERY YEAR PRIOR TO DECEMBER 31 A CERTIFICATE AND THE FORM ATTACHED TO THIS POLICY STATEMENT HAS BEEN COMPLETED BY ALL FIDUCIARIES AND EMPLOYEES, IN THAT EACH PERSON NEWLY ASSUMING SUCH POSITION EXECUTES A CERTIFICATE BEFORE STARTING SUCH POSITION.
FORM 990, PART VI, SECTION B, LINE 15PURSUANT TO BYLAWS AND CONSTITUTION, WAGES ARE ESTABLISHED BY THE BUSINESS MANAGER. THE MOTION ADDRESSING THIS ISSUE IS PASSED BY THE EXECUTIVE BOARD.
FORM 990, PART VI, SECTION C, LINE 19CERTAIN FINANCIAL INFORMATION IS PUBLICLY AVAILABLE ON-LINE THROUGH THE U.S. DEPARTMENT OF LABOR WEBSITE - FORM LM-2. FINANCIAL STATEMENTS, RECORDS AND GOVERNING DOCUMENTS ARE STORED INDEFINITELY. FORM 990 IS OPEN FOR PUBLIC INSPECTION.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1POLITICAL EDUCATION PATTERNS COMMITTEEBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line13515 PROSPECT AVENUEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44115ZIPCd
FieldValueIRS element (for citing)
EIN341245609EIN
Primary ActivitiesPOLITICAL LOBBYPrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Exempt Code Section527ExemptCodeSectionTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd