2011-09-28T09:59:48-05:00 2011-06-30 LEGACY PROFESSIONALS LLP 311 S WACKER DRIVE STE 4000 CHICAGO IL 60606 990 2010-07-01 530260605 UNITED UNION OF ROOFERS WATERPROOFERS AND ALLIED WORKERS UNIT 2024637663 1660 L STREET NW NO 800 WASHINGTON DC 20036 ROBERT DANLEY 2024637663 2011-09-28 1 LEGACY PROFESSIONALS LLP 3123680500 2010 2016-03-07 17:11:31Z KINSEY M ROBINSON 1660 L STREET NW NO 800 WASHINGTON DC 20036 14467159 0 X WWW.UNIONROOFERS.COM X 1903 DC INTERNATIONAL LABOR UNION 10 0 44 0 0 0 0 0 7446843 7412187 975456 1067407 192304 202823 8614603 8682417 233947 187703 983486 1127200 3383938 3593483 0 0 0 2895780 2887068 7497151 7795454 1117452 886963 30401945 31496293 1049501 1256886 29352444 30239407 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 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 6 0 1 44 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 295772 0 43357 ROBERT J DANLEY 35.00 X 283621 0 41187 PAUL F BICKFORD 6.00 X 26728 0 2603 DON CARDWELL 13.00 X 49449 0 4942 JAMES A HADEL 35.00 X 178781 0 35620 RICHARD R MATHIS 4.00 X 19221 0 1871 DONALD A O'BLENIS 12.00 X 45179 0 4390 DANIEL P O'DONNELL 5.00 X 23932 0 2324 THOMAS PEDRICK 35.00 X 146331 0 36909 ROBERT PETERSON 3.00 X 8114 0 794 MICHAEL A VASEY 6.00 X 28644 0 2778 DOUGLAS ZIEGLER 18.00 X 57767 0 15585 GABRIEL PEREA 35.00 X 145885 0 36845 PAUL BLASKI 35.00 X 145262 0 39743 MICHAEL STIENS 35.00 X 144217 0 36845 ERIC ANDERSON 35.00 X 141635 0 36845 JORDAN RITENOUR 35.00 X 114600 0 36487 1855138 0 379125 10 0 1 0 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 MAGAZINE PRINTING 158212 1 RECEIPTS FROM AFFILIAT 900099 7412187 7412187 7412187 907307 907307 39580 39580 5944842 5784742 160100 160100 160100 37209 37209 37209 ADMINISTRATIVE FEE INC 900099 85590 85590 REIMBURSEMENTS 900099 40444 40444 126034 8682417 7488976 0 1193441 187703 1127200 1101368 1575460 163502 562411 190742 172486 63831 65983 9670 58447 110461 78989 294948 1190663 133355 30201 94907 AFFILIATION FEES 273494 ROOFERS MAGAZINE EXPENS 151982 CONTRIBUTIONS TO PAC FU 98610 EDUCATIONAL EXPENSES 16990 PAYROLL PROCESSING FEE 10760 31291 7795454 91689 100595 480611 896018 33041 19500 20581 96670 855151 731219 78813 123932 25561483 25548288 3071541 3439969 1064186 1271321 30401945 31496293 1049501 1256886 1049501 1256886 X 29352444 30239407 29352444 30239407 30401945 31496293 886963 0 X 0 1 1 X 0 ROOFERS POLITICAL EDUCATION AND LEGISLATIVE FUND 1660 L STREET NW STE 800 WASHINGTON DC 20036 522256190 98610 1 0 0 ORGANIZATIONS DIRECT AND INDIRECT POLITICAL CAMPAIGN ACTIVITIES: PART I-A, LINE 1: THE ROOFERS POLITICAL EDUCATION AND LEGISLATIVE FUND IS A SEPERATE 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 523134 440083 83051 58420 17539 40881 123932 AFL-CIO HOUSING INVESTMENT TRUST 1923767 C ULLICO STOCK 4000 C CERTIFICATES OF DEPOSIT - INV ACCOUNTS 1000000 C GROUP ANNUITY CONTRACT SEPARATE ACCOUNT 512202 C 3439969 DEFERRED COMPENSATION ANNUITY CONTRACT 1256636 APPEAL BOND 250 1256886 8682417 7795454 886963 0 886963 7615010 0 7615010 1067407 1067407 8682417 7719800 0 7719800 75654 75654 7795454 PART XII, LINE 4B - OTHER ADJUSTMENTS: GAIN ON SALE OF INVESTMENTS 160,100. DIVIDENDS AND INTEREST FROM SECURITIES 907,307. PART X, LINE 2: THE PLAN FILES FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. THE PLAN'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 N/A 37000 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 10000 ORGANIZING ASSISTANCE ROOFERS LOCAL UNION 45 3737 CAMINO DEL RIO SO SAN DIEGO CA 92108 950744025 501(C)5 46000 ORGANIZING ASSISTANCE ROOFERS LOCAL UNION 6 1003 BELVEDERE RD W PALM BEACH FL 33405 582406030 501(C)5 24000 ORGANIZING ASSISTANCE ROOFERS LOCAL UNION 65 16601 W DAKOTA ST NEW BERLIN WI 53151 390477845 501(C)5 6000 ORGANIZING ASSISTANCE ROOFERS RESEARCH AND EDUCATION TRUST 1660 L STREET STE 800 WASHINGTON DC 20036 521812522 501(C)5 11529 GENERAL SUPPORT 0 7 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 X 1 1 X 0 0 0 KINSEY M ROBINSON 186788 0 0 0 108984 0 19613 0 23744 0 339129 0 0 0 ROBERT J DANLEY 168110 0 0 0 115511 0 17652 0 23535 0 324808 0 0 0 JAMES A HADEL 131184 0 0 0 47597 0 13774 0 21846 0 214401 0 0 0 THOMAS PEDRICK 131364 0 0 0 14967 0 13793 0 23116 0 183240 0 0 0 GABRIEL PEREA 130752 0 0 0 15133 0 13729 0 23116 0 182730 0 0 0 PAUL BLASKI 130752 0 0 0 14510 0 13729 0 26014 0 185005 0 0 0 MICHAEL STIENS 130752 0 0 0 13465 0 13729 0 23116 0 181062 0 0 0 ERIC ANDERSON 130752 0 0 0 10883 0 13729 0 23116 0 178480 0 0 0 JORDAN RITENOUR 102733 0 0 0 11867 0 10787 0 25700 0 151087 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 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 REPORT TO THE INTERNATIONAL EXECUTIVE BOARD ANNUALLY OF 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, CONFLICTS 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 0 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 98610