STRATEGY STUDIO / PUBLIC DATA EXPLORER

INTERNATIONAL UNION OF OPERATING ENGINEERS 18: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
INTERNATIONAL UNION OF OPERATING ENGINEERS 18 (EIN 34-0200322)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-04-21
IRS object ID
202001129349300335
Schema version
2019v5.1
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)
Return2020-04-21T14:46:58-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

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 Begin2019-01-01TaxPeriodBeginDt

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)
PersonRICHARD E DALTONPersonNm
Person TitleBUSINESS MANAGERPersonTitleTxt
Phone2164323138PhoneNum
Signature2020-04-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY R SPENCER CPAPreparerPersonNm
PTINP01367852PTIN
Phone2168317171PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address162.155.232.54IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-04-17IPDt
IP Tm15:16:00IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD41A1BAE1D22EA4493086ED93CB3E6A68DE87653AtSubmissionCreationDeviceId
At Submission Filing Device IdD41A1BAE1D22EA4493086ED93CB3E6A68DE87653AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICHARD E DALTONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13515 PROSPECT AVENUEAddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441152619ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$26,961,947GrossReceiptsAmt
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 IN NEGOTIATING PROGRESSIVEActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee68TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$26,700,803PYProgramServiceRevenueAmt
CY Program Service Revenue$26,018,483CYProgramServiceRevenueAmt
PY Investment Income$441,571PYInvestmentIncomeAmt
CY Investment Income$893,650CYInvestmentIncomeAmt
PY Other Revenue$25,929PYOtherRevenueAmt
CY Other Revenue$29,129CYOtherRevenueAmt
PY Total Revenue$27,168,303PYTotalRevenueAmt
CY Total Revenue$26,941,262CYTotalRevenueAmt
PY Grants And Similar Paid$38,762PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$11,831CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$263,217PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$268,608CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$8,270,961PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$8,513,468CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$6,843,183PYOtherExpensesAmt
CY Other Expenses$6,769,501CYOtherExpensesAmt
PY Total Expenses$15,416,123PYTotalExpensesAmt
CY Total Expenses$15,563,408CYTotalExpensesAmt
PY Revenues Less Expenses$11,752,180PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$11,377,854CYRevenuesLessExpensesAmt
Total Assets BOY$64,471,380TotalAssetsBOYAmt
Total Assets EOY$75,849,918TotalAssetsEOYAmt
Total Liabilities BOY$13,624TotalLiabilitiesBOYAmt
Total Liabilities EOY$14,308TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$64,457,756NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$75,835,610NetAssetsOrFundBalancesEOYAmt
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$14,003,039ExpenseAmt
Grant$11,831GrantAmt
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$14,003,039TotalProgramServiceExpensesAmt
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 Liabilities0ReportOtherLiabilitiesInd
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 Document40IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee68EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
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 Members22GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
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 Line1KATHY ALLENBusinessNameLine1Txt
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 DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ROBERT W PARK JR
EXECUTIVE BOARD1.00Yes (X)$2,370$0$570
STACEY L CHAMBERLAIN
EXECUTIVE BOARD1.00Yes (X)$2,859$0$684
CHAD N SWARTZ
EXECUTIVE BOARD1.00Yes (X)$2,859$0$684
BRIAN A DEAN
EXECUTIVE BOARD1.00Yes (X)$2,859$0$684
THOMAS R HYME JR
EXECUTIVE BOARD1.00Yes (X)$2,859$0$684
DONALD L STAGGERS
EXECUTIVE BOARD1.00Yes (X)$3,299$0$288
DONALD R BLACK
EXECUTIVE BOARD1.00Yes (X)$0$0$0
KENDALL BUDD
EXECUTIVE BOARD1.00Yes (X)$2,859$0$684
MICHAEL W VANFOSSEN
EXECUTIVE BOARD1.00Yes (X)$0$0$0
RICHARD E DALTON
BUSINESS MANAGER60.00Yes (X)$189,471$0$46,187Yes (X)
THOMAS P BYERS
PRESIDENT60.00Yes (X)$147,862$0$46,187Yes (X)
MARK A TOTMAN
VICE PRESIDENT50.00Yes (X)$148,727$0$46,187Yes (X)
MICHAEL R BERTOLONE
RECORDING SECRETARY50.00Yes (X)$122,611$0$46,576Yes (X)
JEFFERSON S POWELL
FINANCIAL SECRETARY50.00Yes (X)$121,858$0$46,576Yes (X)
JOSEPH W CASTO III
TREASURER50.00Yes (X)$122,395$0$46,576Yes (X)
SCOTT R STEVENSON
TRUSTEE50.00Yes (X)$121,926$0$46,576
DARRIN MORGAN
TRUSTEE50.00Yes (X)$115,525$0$46,568
GREGORY T GREENLEE
TRUSTEE50.00Yes (X)$118,496$0$46,543
THOMAS P PEREVOSNIK
AUDITOR50.00Yes (X)$120,996$0$46,576
DOUGLAS P PALLAYE
AUDITOR, 01/01/19-06/30/1950.00Yes (X)$64,774$0$34,050
ISMAEL GUTIERREZ JR
AUDITOR50.00Yes (X)$110,300$0$46,191
JASON BAKER
CONDUCTOR50.00Yes (X)$114,254$0$46,191
RONALD KROHN JR
GUARD50.00Yes (X)$116,699$0$46,546
RON METRO
EXECUTIVE BOARD1.00Yes (X)$2,370$0$570
MATTHEW T GRILLS
EXECUTIVE BOARD1.00Yes (X)$1,896$0$456
JEFFREY A WORK
EXECUTIVE BOARD1.00Yes (X)$2,859$0$684
DEREK FURBEE
EXECUTIVE BOARD1.00Yes (X)$2,859$0$684
JOHNNY RODRIGUEZ
EXECUTIVE BOARD, 07/10/19-12/31/191.00Yes (X)$489$0$114
ROBERT HUGHES
AUDITOR50.00Yes (X)$118,077$0$47,083
HAROLD D BURTON
EXECUTIVE BOARD1.00Yes (X)$2,859$0$684
JOHN D TOWNES
EXECUTIVE BOARD, 01/01/19-07/09/191.00Yes (X)$0$0$0
JOHN HARDESTY
BUSINESS AGENT50.00$112,299$0$46,191Yes (X)
BRETT LAFASO
DISTRICT REP50.00$118,849$0$46,576Yes (X)
JACOB SIESEL
BUSINESS AGENT50.00$113,487$0$46,191Yes (X)
ERIC EASTWOOD
BUSINESS AGENT50.00$113,490$0$46,191Yes (X)
JEREMY HINKLE
BUSINESS AGENT50.00$112,103$0$46,191Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,457,495TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$923,423TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K19IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
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$676,513
LEE FADEL AND BEYER LLC
18500 LAKE ROAD STE 120ROCKY RIVEROH44116LEGAL SERVICES$310,220
ONELINK TECHNICAL SERVICES LLC
24165 DETROIT RD STE 100WESTLAKEOH44145IT SERVICES$119,106
INNOVATIVE SOLUTIONS GROUP
28625 S WESTERN AVERANCHO PALOS VERDESCA90275PROMOTIONAL SUPPLIES$117,335
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMEMBERSHIP DUES & ASSESSMENTSDesc
Business900099BusinessCd
Total Revenue Column$26,018,483TotalRevenueColumnAmt
Related Or Exempt Func Income$26,018,483RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$26,018,483TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$870,386TotalRevenueColumnAmt
Exclusion$870,386ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$3,720RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$3,720RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,720TotalRevenueColumnAmt
Exclusion$3,720ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$43,949OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$20,685OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$23,264OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,264TotalRevenueColumnAmt
Related Or Exempt Func Income$23,264RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CHARITABLE CONTRIBUTIONS COMMITTE900099$15,780$15,780
MEMBERS' PROGRAM FUND900099$9,629$9,629
FieldValueIRS element (for citing)
Other Revenue Total$25,409OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$26,941,262TotalRevenueColumnAmt
Related Or Exempt Func Income$26,067,156RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$874,106ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$11,831TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$268,608TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,457,495TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,015,201TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,964,437TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$652,480TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$423,855TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$319,203TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$61,735TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,081TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$179,980TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$406,610TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$39,224TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$354,586TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$337,707TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$108,501TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$2,662,517TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$619,264TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$60,436TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
SPECIAL EVENTS & ACTIVI$750,000
PRINTING & PUBLICATION$540,348
OTHER ADMINISTRATIVE$216,475
MISCELLANEOUS$106,834

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$15,563,408TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$45,750,443BOYAmt
EOY$57,568,561EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$29,863BOYAmt
EOY$31,979EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$16,188,417LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$6,022,874LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$8,617,519BOYAmt
EOY$10,165,543EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$8,072,205BOYAmt
EOY$8,082,485EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,000,000BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$64,471,380BOYAmt
EOY$75,849,918EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$13,624BOYAmt
EOY$14,308EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$13,624BOYAmt
EOY$14,308EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$64,457,756BOYAmt
EOY$75,835,610EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$64,457,756BOYAmt
EOY$75,835,610EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$64,471,380BOYAmt
EOY$75,849,918EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$11,377,854ReconcilationRevenueExpnssAmt
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$11,099,628OtherCostOrOtherBasisAmt
Depreciation$4,279,772DepreciationAmt
Book Value$6,819,856BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,781,453OtherCostOrOtherBasisAmt
Depreciation$913,221DepreciationAmt
Book Value$868,232BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,101,071OtherCostOrOtherBasisAmt
Depreciation$829,881DepreciationAmt
Book Value$271,190BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$10,165,543TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$26,941,262TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$26,941,262RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$26,941,262TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$15,563,408TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$15,563,408ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$15,563,408TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE LOCAL IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE LOCAL'S TAX EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. AS OF DECEMBER 31, 2019 AND 2018, 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. MANAGEMENT BELIEVES THAT THE LOCAL'S 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 FINANCIAL CONDITION OR ASSETS, LIABILITIES, AND NET ASSETS OR REVENUES AND EXPENSES.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (2 entries)

Purpose Of GrantPurposeOfGrantTxt
DONATION
DONATION

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 (19 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
RICHARD E DALTON
BUSINESS MANAGER$171,711$0$0$0$17,760$0$35,752$0$10,435$0$235,658$0$0$0
THOMAS P BYERS
PRESIDENT$130,404$0$0$0$17,458$0$35,752$0$10,435$0$194,049$0$0$0
MARK A TOTMAN
VICE PRESIDENT$132,666$0$0$0$16,061$0$35,752$0$10,435$0$194,914$0$0$0
MICHAEL R BERTOLONE
RECORDING SECRETARY$109,540$0$0$0$13,071$0$36,141$0$10,435$0$169,187$0$0$0
JEFFERSON S POWELL
FINANCIAL SECRETARY$110,364$0$0$0$11,494$0$36,141$0$10,435$0$168,434$0$0$0
JOSEPH W CASTO III
TREASURER$110,397$0$0$0$11,998$0$36,141$0$10,435$0$168,971$0$0$0
SCOTT R STEVENSON
TRUSTEE$110,693$0$0$0$11,233$0$36,141$0$10,435$0$168,502$0$0$0
DARRIN MORGAN
TRUSTEE$106,165$0$0$0$9,360$0$36,133$0$10,435$0$162,093$0$0$0
GREGORY T GREENLEE
TRUSTEE$107,936$0$0$0$10,560$0$36,108$0$10,435$0$165,039$0$0$0
THOMAS P PEREVOSNIK
AUDITOR$110,436$0$0$0$10,560$0$36,141$0$10,435$0$167,572$0$0$0
ISMAEL GUTIERREZ JR
AUDITOR$100,940$0$0$0$9,360$0$35,756$0$10,435$0$156,491$0$0$0
JASON BAKER
CONDUCTOR$102,942$0$0$0$11,312$0$35,756$0$10,435$0$160,445$0$0$0
RONALD KROHN JR
GUARD$104,961$0$0$0$11,738$0$36,111$0$10,435$0$163,245$0$0$0
ROBERT HUGHES
AUDITOR$108,717$0$0$0$9,360$0$36,648$0$10,435$0$165,160$0$0$0
JOHN HARDESTY
BUSINESS AGENT$102,939$0$0$0$9,360$0$35,756$0$10,435$0$158,490$0$0$0
BRETT LAFASO
DISTRICT REP$108,289$0$0$0$10,560$0$36,141$0$10,435$0$165,425$0$0$0
JACOB SIESEL
BUSINESS AGENT$104,127$0$0$0$9,360$0$35,756$0$10,435$0$159,678$0$0$0
ERIC EASTWOOD
BUSINESS AGENT$104,130$0$0$0$9,360$0$35,756$0$10,435$0$159,681$0$0$0
JEREMY HINKLE
BUSINESS AGENT$101,543$0$0$0$10,560$0$35,756$0$10,435$0$158,294$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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
POLITICAL EDUCATION PATTERNS COMMITTEE
3515 PROSPECT AVENUECLEVELANDOH44115341245609POLITICAL LOBBYOH527N/A0
KEEP OHIO'S HERITAGE
3515 PROSPECT AVENUECLEVELANDOH44115455121739IMPROVING UNDERSTANDING OF LABOR POLICYOH501(C)(4)N/A0
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 OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1KEEP OHIO'S HERITAGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeRTransactionTypeTxt
Involved$750,000InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt