2025-09-02T13:54:37-05:00 2025-06-30 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2024-07-01 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 2025-09-02 1 0 CRAIG RESCH P00844633 3123680500 2025-09-02 2024 2025-03-06 01:10:19Z JAMES A HADEL 1660 L STREET NW 800 WASHINGTON DC 20036 58626482 0 X WWW.UNIONROOFERS.COM X 1903 DC INTERNATIONAL LABOR UNION 10 0 41 0 0 0 0 0 9669479 10123948 1092933 4801456 288982 167729 11051394 15093133 370688 144836 983130 1043413 4824340 4856999 0 0 0 5145077 4373078 11323235 10418326 -271841 4674807 49706695 54347300 143596 109394 49563099 54237906 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 15 0 1 41 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 353639 0 75564 BRENT BEASLEY VICE PRESIDENT 35.00 X 162843 0 56925 MITCHELL TERHAAR SEC TREASURER 35.00 0.30 X 357239 0 82016 JOSEPH POZZI VICE PRESIDENT 12.00 0.00 X 68482 0 10341 DANIEL P O'DONNELL VICE PRESIDENT 5.00 X 28760 0 4317 MICHAEL STEINS VICE PRESIDENT - PAST 7.00 X 41623 0 19577 DOUGLAS ZIEGLER VICE PRESIDENT 1.00 X 3910 0 584 GARY MENZEL VICE PRESIDENT 4.00 X 23891 0 3615 ROBERT PETERSON VICE PRESIDENT 3.00 X 14673 0 1798 PAUL F BICKFORD VICE PRESIDENT 4.00 X 22388 0 3389 MICHAEL KUJAWA VICE PRESIDENT 8.00 X 44093 0 6051 MARK CONROY VICE PRESIDENT 1.00 X 6930 0 852 SHAWN MCCULLOUGH VICE PRESIDENT 3.00 X 16977 0 2082 JORDAN RITENOUR ASST. TO INT'L PRESIDENT 35.00 X 257968 0 76955 FRANK MASSEY FINANCIAL SERV DIRECTOR 35.00 X 179574 0 46666 MICHAEL VASEY INTERNATIONAL REP 35.00 X 199016 0 62559 KEVIN KING INTERNATIONAL REP 35.00 X 172128 0 54167 JEFFREY EPPENSTEIN MRKT DEVELOPMENT DIRECTOR 35.00 X 192736 0 62559 2146870 0 570017 13 0 1 0 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 MAGAZINE PRINTING 332317 SEGALL BRYANT HAMILL 540 W MADISON STREET SUITE 1900 CHICAGO IL 60661 INVESTMENT MANAGER 153721 2 RECEIPTS FROM AFFILIATES 900099 10123948 10123948 10123948 1911636 1911636 30706 30706 46423169 43533349 2889820 2889820 2889820 MISCELLANEOUS 900099 137023 137023 137023 15093133 10154654 0 4938479 144836 1043413 1207551 2238818 287405 858576 264649 80825 79697 135413 20952 68446 121942 168787 399682 1499110 803103 124056 120470 AFFILIATION FEES 327138 ROOFERS MAGAZINE EXPENS 301311 CONTRIBUTIONS TO PAC FU 77397 EMERGENCY RESPONSE PROG 23956 20793 10418326 -76914 -348451 2142808 1870118 9875 24250 54246 18066 1381486 1032488 457968 348998 41175995 45504087 5928032 6885547 14685 44685 49706695 54347300 143596 109394 143596 109394 X 49563099 54237906 49563099 54237906 49706695 54347300 4674807 0 X 0 1 X 1 0 ROOFERS POLITICAL EDUCATION AND LEGISLATIVE 1660 L STREET NW STE 800 WASHINGTON DC 20036 522256190 77397 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 474702 210417 523839 423699 100140 172528 134087 38441 348998 AFL-CIO HOUSING INVESTMENT TRUST 2966325 C ULLICO STOCK 353303 C CERTIFICATES OF DEPOSIT - INV ACCOUNTS 1628000 C GROUP ANNUITY CONTRACT SEPARATE ACCOUNT 1937919 C 6885547 DEFERRED LEASEHOLD ALLOWANCE 109144 OTHER LIABILITIES 250 109394 X 14957720 0 14957720 135413 135413 15093133 10282913 0 10282913 135413 135413 10418326 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 52750 0 CONTRIBUTION CMRAVE 815 16TH STREET NW STE 600 WASHINGTON DC 20006 431972568 501(C)3 8500 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 1727 E FRANCIS 4 SPOKANE WA 99208 910485083 501(C)5 30000 0 ORGANIZING ASSISTANCE 3 1 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 MITCHELL TERHAAR SEC TREASURER 230943 0 0 0 126296 0 36373 0 45643 0 439255 0 0 0 JAMES A HADEL PRESIDENT 256603 0 0 0 97036 0 40415 0 35149 0 429203 0 0 0 JORDAN RITENOUR ASST. TO INT'L PRESIDENT 201177 0 0 0 56791 0 31685 0 45270 0 334923 0 0 0 MICHAEL VASEY INTERNATIONAL REP 179622 0 0 0 19394 0 28290 0 34269 0 261575 0 0 0 JEFFREY EPPENSTEIN MRKT DEVELOPMENT DIRECTOR 179622 0 0 0 13114 0 28290 0 34269 0 255295 0 0 0 KEVIN KING INTERNATIONAL REP 158242 0 0 0 13886 0 20176 0 33991 0 226295 0 0 0 FRANK MASSEY FINANCIAL SERV DIRECTOR 176482 0 0 0 3092 0 27796 0 18870 0 226240 0 0 0 BRENT BEASLEY VICE PRESIDENT 146705 0 0 0 16138 0 23106 0 33819 0 219768 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 77397 ALLOCATION OF PER CAPITA TAX