2012-09-11T11:42:23-05:00 2012-06-30 320043599 LEGACY PROFESSIONALS LLP 311 S WACKER DRIVE STE 4000 CHICAGO IL 60606 990 2011-07-01 530260605 UNITED UNION OF ROOFERS WATERPROOFERS AND ALLIED WORKERS UNIT 2024637663 1660 L STREET NW NO 800 WASHINGTON DC 20036 ROBERT DANLEY 2024637663 2012-09-11 1 BRUCE A PAVLIK P00748405 3123680500 2011 2016-02-24 21:20:13Z KINSEY M ROBINSON 1660 L STREET NW NO 800 WASHINGTON DC 20036 16195838 0 X WWW.UNIONROOFERS.COM X 1903 DC INTERNATIONAL LABOR UNION 10 0 42 0 0 0 0 0 7412187 7332724 1067407 884647 202823 253772 8682417 8471143 187703 250213 1127200 999294 3593483 3630559 0 0 0 2887068 2924860 7795454 7804926 886963 666217 31496293 32182648 1256886 1277024 30239407 30905624 TO ORGANIZE WORKERS FOR THE ECONOMIC, MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION OR STATUS. 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 0 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 0 0 0 1 4 0 1 42 1 0 0 0 0 1 1 0 0 0 0 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 ROBERT DANLEY 2024637663 1660 L STREET NW NO 800 WASHINGTON DC 20036 KINSEY M ROBINSON 35.00 X 294934 0 45129 ROBERT J DANLEY 35.00 X 291056 0 42925 PAUL F BICKFORD 6.00 X 23101 0 2244 DON CARDWELL 13.00 X 49118 0 5018 JAMES A HADEL 35.00 X 198351 0 37272 RICHARD R MATHIS 4.00 X 17088 0 1668 DONALD A O'BLENIS 12.00 X 56429 0 5343 DANIEL P O'DONNELL 5.00 X 25432 0 2474 THOMAS PEDRICK 35.00 X 151479 0 42874 ROBERT PETERSON 3.00 X 15916 0 1551 MICHAEL A VASEY 6.00 X 25459 0 2469 DOUGLAS ZIEGLER 18.00 X 52793 0 15610 MICHAEL STIENS 35.00 X 144656 0 34771 PAUL BLASKI 35.00 X 148628 0 38735 GABRIEL PEREA 35.00 X 149050 0 34771 ERIC ANDERSON 35.00 X 147026 0 38514 JORDAN RITENOUR 35.00 X 116155 0 39170 JOHN BARNHARD 35.00 X 112906 0 39255 2019577 0 429793 10 0 1 0 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 MAGAZINE PRINTING 151982 1 RECEIPTS FROM AFFILIAT 900099 7332724 7332724 7332724 906921 906921 38796 38796 7702421 7724695 -22274 -22274 -22274 ADMINISTRATIVE FEE INC 900099 87672 87672 REIMBURSEMENTS 900099 84827 84827 SALES-BOOKS,PROMO 900099 42477 42477 214976 8471143 7371520 0 1099623 250213 999294 1193857 1548547 163613 534937 189605 70361 67094 79712 9524 73496 123152 82778 306357 1267274 148005 29473 102606 AFFILIATION FEES 267468 ROOFERS MAGAZINE EXPENS 149096 CONTRIBUTIONS TO PAC FU 97646 EDUCATIONAL EXPENSES 12106 38712 7804926 100595 59892 896018 1355426 19500 13000 96670 58207 868492 735161 123932 133331 25548288 25677700 3439969 3543633 1271321 1341459 31496293 32182648 1256886 1277024 1256886 1277024 X 30239407 30905624 30239407 30905624 31496293 32182648 666217 0 X 0 1 1 X 0 ROOFERS POLITICAL EDUCATION AND LEGISLATIVE FUND 1660 L STREET NW STE 800 WASHINGTON DC 20036 522256190 97646 1 0 0 ORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: 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. 273597 273597 0 536475 429468 107007 58420 32096 26324 133331 AFL-CIO HOUSING INVESTMENT TRUST 2011968 C ULLICO STOCK 4000 C CERTIFICATES OF DEPOSIT - INV ACCOUNTS 1000000 C GROUP ANNUITY CONTRACT SEPARATE ACCOUNT 527665 C 3543633 DEFERRED COMPENSATION ANNUITY CONTRACT 1276774 APPEAL BOND 250 1277024 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION FILES FORM 990 RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX. THE ORGANIZATION'S RETURN IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES. 1 UNION SPORTSMEN'S ALLIANCE 3340 PERIMETER HILL DRIVE NASHVILLE TN 37211 272345009 501(C)4 39625 CONTRIBUTION ROOFERS LOCAL UNION 189 315 W MISSION AVE SPOKANE WA 99201 910485083 501(C)5 18000 ORGANIZING ASSISTANCE ROOFERS LOCAL UNION 20 6321 BLUE RIDGE BLVD RAYTOWN MO 64133 440413575 501(C)5 14000 ORGANIZING ASSISTANCE ROOFERS LOCAL UNION 45 3737 CAMINO DEL RIO SO SAN DIEGO CA 92108 950744025 501(C)5 54200 ORGANIZING ASSISTANCE ROOFERS LOCAL UNION 6 1003 BELVEDERE RD W PALM BEACH FL 33405 582406030 501(C)5 19250 ORGANIZING ASSISTANCE ROOFERS LOCAL UNION 136 374 MAYNARD TERRACE ATLANTA GA 30316 580656210 501(C)5 5732 FINANCIAL ASSISTANCE ROOFERS LOCAL UNION 190 825 E 8TH AVE ANCHORAGE AK 99501 920022104 501(C)5 20000 ORGANIZING ASSISTANCE ROOFERS LOCAL UNION 34 252 IRENE CT RIDGELEY WV 26753 526055525 501(C)5 40500 ORGANIZING ASSISTANCE 9 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 REGARDING THE USE OF THE DONATION AND GRANTS. ALL RECORDS REGARDING DISBURSEMENT OF FUNDS ARE MAINTAINED AT THE INTERNATIONAL UNION OFFICE. X X 1 1 X 0 0 0 KINSEY M ROBINSON 189754 0 0 0 105180 0 19924 0 25205 0 340063 0 0 0 ROBERT J DANLEY 170779 0 0 0 120277 0 17932 0 24993 0 333981 0 0 0 JAMES A HADEL 136270 0 0 0 62081 0 14308 0 22964 0 235623 0 0 0 THOMAS PEDRICK 136270 0 0 0 15209 0 14308 0 28566 0 194353 0 0 0 MICHAEL STIENS 132828 0 0 0 11828 0 10204 0 24567 0 179427 0 0 0 PAUL BLASKI 132828 0 0 0 15800 0 10204 0 28531 0 187363 0 0 0 GABRIEL PEREA 132828 0 0 0 16222 0 10204 0 24567 0 183821 0 0 0 ERIC ANDERSON 132828 0 0 0 14198 0 13947 0 24567 0 185540 0 0 0 JORDAN RITENOUR 104365 0 0 0 11790 0 10958 0 28212 0 155325 0 0 0 JOHN BARNHARD 105168 0 0 0 7738 0 11043 0 28212 0 152161 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 OFFICER OR STAFF IN THE PERFORMACE 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. PAGE 3, PART IV, ITEM 12A: THE UNITED UNION OF ROOFERS, WATERPROOFERS AND ALLIED WORKERS MAINTAINS THEIR BOOKS AND RECORDS USING THE CASH BASIS OF ACCOUNTING. THE CASH BASIS OF ACCOUNTING IS CONSIDERED AN OTHER COMPREHENSIVE BASIS OF ACCOUNTING. AN AUDIT OF THE RECORDS HAS BEEN PERFORMED FOR THE REPORTING YEAR USING THIS ACCOUNTING BASIS. 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 11 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 PROGRAMS DC 527 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 ROOFERS POLITICAL EDUCATION AND LEGISLATIVE FUND P 16200 ROOFERS POLITICAL EDUCATION AND LEGISLATIVE FUND B 97646