2023-09-12T12:33:58-05:00 2023-06-30 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2022-07-01 530260605 UNITED UNION OF ROOFERS WATERPROOFERS AND ALLIED WORKERS UNIT 2024637663 1660 L STREET NW 800 WASHINGTON DC 20036 MITCHELL TERHAAR INTERNATIONAL SEC. TREASURER 2024637663 2023-09-12 1 MITCHELL TERHAAR 999009999 0 CRAIG RESCH P00844633 3123680500 2023-09-12 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES A HADEL 1660 L STREET NW 800 WASHINGTON DC 20036 41861859 0 X WWW.UNIONROOFERS.COM X 1903 DC INTERNATIONAL LABOR UNION 10 0 47 0 0 0 647425 0 8871471 9241626 3779823 -515903 146012 141311 13444731 8867034 135124 178170 1279806 895983 4192208 4806435 0 0 0 3749055 4048418 9356193 9929006 4088538 -1061972 51110414 50013238 213502 178298 50896912 49834940 INTERNATIONAL LABOR UNION 0 0 TO ORGANIZE WORKERS FOR THE ECONOMIC, MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION OR STATUS. 0 0 1 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 7 0 1 47 1 0 0 0 0 1 1 0 0 0 X 10 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X MITCHELL TERHAAR 2024637663 1660 L STREET NW 800 WASHINGTON DC 20036 JAMES A HADEL PRESIDENT 35.00 X 359719 0 65372 DOUGLAS ZIEGLER VICE PRESIDENT 18.00 X 82663 0 31913 PAUL F BICKFORD VICE PRESIDENT 3.00 0.30 X 17825 0 2564 ROBERT PETERSON VICE PRESIDENT 2.00 X 11391 0 1313 THOMAS PEDRICK VICE PRESIDENT 0.40 X 2171 0 246 DANIEL P O'DONNELL VICE PRESIDENT 6.00 X 33773 0 4811 JOSEPH POZZI VICE PRESIDENT 3.00 0.30 X 17760 0 2540 BRENT BEASLEY VICE PRESIDENT 6.00 X 33540 0 4801 MICHAEL A VASEY VICE PRESIDENT 35.00 0.30 X 183382 0 54084 MICHAEL STIENS VICE PRESIDENT 18.00 X 93669 0 13368 MITCHELL TERHAAR SEC TREASURER 35.00 0.30 X 335552 0 70692 GARY MENZEL VICE PRESIDENT 4.00 X 24266 0 3478 FRANK MASSEY FINANCIAL SERV DIRECTOR 35.00 X 158520 0 39443 JORDAN RITENOUR ASST. TO INT'L PRESIDENT 35.00 X 198447 0 66303 JEFFREY EPPENSTEIN MRKT DEVELOPMENT DIRECTOR 35.00 X 179092 0 60865 GABRIEL PEREA INTERNATIONAL REP 35.00 X 184038 0 54528 JAMES BROWN INTERNATIONAL REP 35.00 X 133454 0 51767 2049262 0 528088 13 0 1 0 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 MAGAZINE PRINTING 221053 1 RECEIPTS FROM AFFILIATES 900099 9241626 9241626 9241626 1288554 1288554 23653 23653 31190368 32994825 -1804457 -1804457 -1804457 ADMINISTRATIVE FEE INCOME 900099 54996 54996 REIMBURSEMENTS 900099 32559 32559 OTHER RECEIPTS 900099 23268 23268 6835 6835 117658 8867034 9265279 0 -398245 178170 895983 1292938 2114365 253636 885086 260410 85197 77611 178401 27156 70298 143921 121623 339947 1613907 436810 129664 113369 AFFILIATION FEES 292793 ROOFERS MAGAZINE EXPENS 273193 CONTRIBUTIONS TO PAC FU 102020 INTERNATIONAL CONVENTIO 12658 29850 9929006 85494 329789 514525 373415 17425 13775 16605 90426 1414191 815061 635868 599130 43502261 41573359 6318551 6997305 19685 36039 51110414 50013238 213502 178298 213502 178298 X 50896912 49834940 50896912 49834940 51110414 50013238 -1061972 0 X 0 1 X 1 0 ROOFERS POLITICAL EDUCATION AND LEGISLATIVE 1660 L STREET NW STE 800 WASHINGTON DC 20036 522256190 102020 1 0 0 PART I-A, LINE 1: THE ROOFERS POLITICAL EDUCATION AND LEGISLATIVE FUND IS A FUND OF THE UNITED UNION OF ROOFERS, WATERPROOFERS AND ALLIED WORKERS ESTABLISHED TO PROVIDE FINANCIAL ASSISTANCE FOR LEGISLATIVE AND EDUCATIONAL ACTION PROGRAMS ON A STATE AND LOCAL LEVEL. 685119 342270 342849 556544 404827 151717 172528 67964 104564 599130 AFL-CIO HOUSING INVESTMENT TRUST 2780727 C ULLICO STOCK 353303 C CERTIFICATES OF DEPOSIT - INV ACCOUNTS 2263000 C GROUP ANNUITY CONTRACT SEPARATE ACCOUNT 1600275 C 6997305 DEFERRED LEASEHOLD ALLOWANCE 178048 OTHER LIABILITIES 250 178298 X 8688633 0 8688633 178401 178401 8867034 9750605 0 9750605 178401 178401 9929006 PART X, LINE 2: THE ORGANIZATION IS REQUIRED TO EVALUATE ITS TAX POSITION AND DISCLOSE THE AMOUNT OF A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 UNION SPORTSMEN'S ALLIANCE 4800 NORTHFIELD LANE SPRING HILL TN 37174 272345009 501(C)3 49750 0 CONTRIBUTION KALKREUTH ROOFING CHARITIES 53-14TH STREET STE 100 WHEELING WV 26003 823895126 501(C)3 7500 0 CONTRIBUTION CMRAVE 815 16TH STREET NW STE 600 WASHINGTON DC 20006 431972568 501(C)3 6000 0 CONTRIBUTION CHICAGO ROOFERS CHARITABLE FOUNDATION 2021 SWIFT DRIVE STE A OAK BROOK IL 60523 473065108 501(C)3 7500 0 CONTRIBUTION ROOFERS LOCAL UNION 189 315 W MISSION AVE 24 SPOKANE WA 99201 910485083 501(C)5 30000 0 ORGANIZING ASSISTANCE ROOFERS LOCAL UNION 70 1451 OLD PINCKNEY ROAD HOWELL MI 48843 382014021 501(C)5 25492 0 REIMBURSEMENT OF ORGANIZING EXPENSES 4 2 PART I, LINE 2: THE INTERNATIONAL PRESIDENT CAREFULLY REVIEWS ALL REQUESTS FOR DONATIONS AND GRANTS PRIOR TO THEIR APPROVAL AND DISBURSEMENT. APPROVAL IS GRANTED ONLY TO REPUTABLE ORGANIZATIONS WHO HAVE SATISFIED THE INTERNATIONAL PRESIDENT'S DUE DILIGENCE. THE INTERNATIONAL UNION PERFORMS NO SUBSEQUENT MONITORING OF THE USE OF THE DONATION OR GRANT. ALL RECORDS REGARDING DISBURSEMENT OF FUNDS ARE MAINTAINED AT THE INTERNATIONAL UNION OFFICE. X X 1 1 0 0 0 JAMES A HADEL PRESIDENT 235312 0 0 0 124407 0 35296 0 30076 0 425091 0 0 0 MITCHELL TERHAAR SEC TREASURER 211555 0 0 0 123997 0 31734 0 38958 0 406244 0 0 0 JORDAN RITENOUR ASST. TO INT'L PRESIDENT 184436 0 0 0 14011 0 27665 0 38638 0 264750 0 0 0 JEFFREY EPPENSTEIN MRKT DEVELOPMENT DIRECTOR 165327 0 0 0 13765 0 24799 0 36066 0 239957 0 0 0 GABRIEL PEREA INTERNATIONAL REP 168518 0 0 0 15520 0 25277 0 29251 0 238566 0 0 0 MICHAEL A VASEY VICE PRESIDENT 165554 0 0 0 17828 0 24833 0 29251 0 237466 0 0 0 FRANK MASSEY FINANCIAL SERV DIRECTOR 155947 0 0 0 2573 0 23392 0 16051 0 197963 0 0 0 JAMES BROWN INTERNATIONAL REP 119436 0 0 0 14018 0 16917 0 34850 0 185221 0 0 0 PART I, LINE 1A AN EXPENSE POLICY APPROVED BY THE INTERNATIONAL EXECUTIVE BOARD ALLOWS FOR FIRST CLASS TRAVEL FOR THE INTERNATIONAL PRESIDENT AND INTERNATIONAL SECRETARY-TREASURER. ALTHOUGH ALLOWABLE, THE INTERNATIONAL PRESIDENT AND INTERNATIONAL SECRETARY-TREASURER CUSTOMARILY DO NOT TRAVEL FIRST CLASS. AN EXPENSE POLICY APPROVED BY THE INTERNATIONAL EXECUTIVE BOARD ALLOWS FOR THE INTERNATIONAL PRESIDENT AND INTERNATIONAL SECRETARY-TREASURER TO RECEIVE A PER DIEM WHILE ON ASSIGNMENT IN WASHINGTON, D.C. THAT IS GROSSED UP AND REPORTED ON FORM W-2. AN EXPENSE POLICY APPROVED BY THE INTERNATIONAL EXECUTIVE BOARD ALLOWS FOR THE EXPENSES OF GUESTS, INCLUDING BUT NOT LIMITED TO SPOUSES AND OTHER IMMEDIATE FAMILY MEMBERS, WHEN ATTENDING EVENTS, FUNCTIONS, LUNCHES AND DINNERS WILL BE ALLOWABLE AS AN INTERNATIONAL UNION EXPENSE WHEN ACCOMPANYING THE OFFICERS OR STAFF IN THE PERFORMANCE OF THEIR OFFICIAL INTERNATIONAL DUTIES. PART I, LINE 3 SEE SCHEDULE O EXPLANATION FOR PART VI, SECTION B, LINE 15 REGARDING COMPENSATION OF THE ORGANIZATION'S OFFICERS. FORM 990, PART VI, SECTION A, LINE 6 REGULAR MEMBERS ARE ACTIVE MEMBERS OF THE INTERNATIONAL. SUPERANNUATED MEMBERS ARE MEMBERS WHO HAVE SATISFIED THE REQUIREMENTS DESCRIBED IN THE INTERNATIONAL BYLAWS FOR RETIREMENT OR DISABILITY. FORM 990, PART VI, SECTION A, LINE 7A THE INTERNATIONAL UNION HAS NUMEROUS LOCAL UNIONS UNDER ITS JURISDICTION. THE MEMBERS OF THE INDIVIDUAL LOCALS ARE ALSO MEMBERS OF THE INTERNATIONAL UNION. AT THE LOCAL LEVEL, THE MEMBERS ELECT DELEGATES TO THE INTERNATIONAL CONVENTION. THESE DELEGATES, AS DULY ELECTED REPRESENTATIVES OF THE MEMBERS, EXERCISE THE MEMBERS VOTING RIGHTS AT THE INTERNATIONAL CONVENTION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PRESENTED TO AND APPROVED BY THE ENTIRE INTERNATIONAL EXECUTIVE BOARD OF THE INTERNATIONAL UNION PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY APPLICABLE TO OFFICERS AND EMPLOYEES OF THE INTERNATIONAL UNION. THE POLICY STATES WHAT IS ALLOWED AND WHAT IS NOT. NON-COMPLIANCE SHOULD BE REPORTED TO THE INTERNATIONAL PRESIDENT OR THE INTERNATIONAL EXECUTIVE BOARD. THE INTERNATIONAL PRESIDENT SHALL ANNUALLY REPORT TO THE INTERNATIONAL EXECUTIVE BOARD ANY CONFLICT OF INTEREST REPORTED TO HIM BY INTERNATIONAL OFFICERS AND EMPLOYEES. 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 IS APPROVED AT THE ORGANIZATION'S CONVENTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ROOFERS POLITICAL EDUCATION AND LEGISLATIVE FUND 1660 L STREET NW WASHINGTON DC 20036 522256190 PROVIDE FINANCIAL ASSISTANCE FOR LEGISLATIVE AND EDUCATIONAL ACTION DC 527 UNITED UNION OF ROOFERS WATERPROOFERS AND ALLIED WORKERS 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 ROOFERS POLITICAL EDUCATION AND LEGISLATIVE FUND B 102020