INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 3: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 3 (EIN 94-0577785)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-26
- IRS object ID
- 201142999349300744
- Schema version
- 2010v3.4
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-26T18:37:59-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER KAPLAN ARASE & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 MONTGOMERY STREET SUTIE 1840 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941044233 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 940577785 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL UNION OF OPERATING ENGINEERS | BusinessNameLine1 |
| Business Name Line2 | LOCAL NO 3 | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INTE | NameControl |
| Phone | 5107487400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1620 SOUTH LOOP ROAD | AddressLine1 |
| City | ALAMEDA | City |
| State | CA | State |
| ZIP Code | 945027085 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RUSSELL BURNS | Name |
| Title | BUSINESS MANAGER | Title |
| Date Signed | 2011-09-12 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MILLER KAPLAN ARASE CO LLP | Name |
| Phone | 4159563600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | RUSSELL BURNS | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1620 S LOOP RD | AddressLine1 |
| City | ALAMEDA | City |
| State | CA | State |
| ZIP Code | 945027085 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 38808302 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.OE3.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1939 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO ORGANIZE WORKERS FOR THEIR ECONOMIC AND SOCIAL ADVANCEMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 20 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 220 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 508051 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -354119 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 35291356 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 33223696 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1788129 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1038956 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4253429 | OtherRevenuePriorYear |
| Other Revenue Current Year | 4482685 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 41332914 | TotalRevenuePriorYear |
| Total Revenue Current Year | 38745337 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 73311 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 53019 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 25791444 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 26176575 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 14448211 | OtherExpensePriorYear |
| Other Expenses Current Year | 14129526 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 40312966 | TotalExpensesPriorYear |
| Total Expenses Current Year | 40359120 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1019948 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1613783 | RevenuesLessExpensesCY |
| Total Assets BOY | 64688392 | TotalAssetsBOY |
| Total Assets EOY | 61874172 | TotalAssetsEOY |
| Total Liabilities BOY | 1423555 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1523118 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 63264837 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 60351054 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ORGANIZE WORKERS FOR THEIR ECONOMIC AND SOCIAL ADVANCEMENT. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | TO ORGANIZE WORKERS FOR THEIR ECONOMIC AND SOCIAL ADVANCEMENT. | Description |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Financial Stmt Attached | false | FinancialStmtAttached |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 166 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 220 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 20 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | true | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | true | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | false | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | false | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RUSSELL BURNS BUSINESS MGR | NamePerson |
| Telephone Number | 5107487400 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1620 S LOOP RD | AddressLine1 |
| City | ALAMEDA | City |
| State | CA | State |
| ZIP Code | 945027085 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (34 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| KEN OKU | |||||||
| TRUSTEE | 48.0 | X | 120055 | 0 | 53144 | ||
| STEVE HARRIS | |||||||
| TRUSTEE | 48.0 | X | 119279 | 0 | 53144 | ||
| JUSTIN DISTON | |||||||
| TRUSTEE | 48.0 | X | 121159 | 0 | 53144 | ||
| RUSSELL BURNS | |||||||
| BUSINESS MANAGER | 48.0 | 208551 | 75667 | 53144 | X | ||
| FRED HERSCHBACH | |||||||
| PRESIDENT | 48.0 | 171821 | 0 | 53144 | X | ||
| CARL GOFF | |||||||
| VICE PRESIDENT | 48.0 | 169047 | 0 | 53144 | X | ||
| JIM SULLIVAN | |||||||
| REC CORR SEC | 48.0 | 172301 | 0 | 53144 | X | ||
| DAN REDING | |||||||
| FINC'L SEC | 48.0 | 172181 | 0 | 53144 | X | ||
| KALANI MAHOE | |||||||
| TREASURER | 48.0 | 101468 | 0 | 34018 | X | ||
| MARK BURTON | |||||||
| AUDITOR | 48.0 | 109126 | 0 | 53144 | X | ||
| DON DIETRICH | |||||||
| AUDITOR | 48.0 | 126866 | 0 | 52156 | X | ||
| PETE FIGUEIREDO | |||||||
| AUDITOR | 48.0 | 113974 | 0 | 53144 | X | ||
| BRAD PARRES | |||||||
| EXECUTIVE BOARD | 2.0 | 0 | 0 | 1505 | X | ||
| JAMES SPAIN | |||||||
| EXECUTIVE BOARD | 2.0 | 0 | 0 | 1791 | X | ||
| DYLAN GALLAGHER | |||||||
| FORMER EXECUTIVE BOARD | 2.0 | 31073 | 0 | 716 | X | ||
| KRIS MORGAN | |||||||
| CONDUCTOR | 2.0 | 0 | 0 | 0 | X | ||
| GLEN SMITH | |||||||
| EXECUTIVE BOARD | 2.0 | 0 | 0 | 1648 | X | ||
| MICHAEL BRANDT | |||||||
| EXECUTIVE BOARD | 2.0 | 0 | 0 | 1791 | X | ||
| ANDREW LAGOSH | |||||||
| EXECUTIVE BOARD | 2.0 | 0 | 0 | 1791 | X | ||
| MICHAEL JOHNSON | |||||||
| EXECUTIVE BOARD | 2.0 | 0 | 0 | 1791 | X | ||
| RONALD MCCLAIN | |||||||
| EXECUTIVE BOARD | 2.0 | 0 | 0 | 1791 | X | ||
| LUTHER SLACK | |||||||
| EXECUTIVE BOARD | 2.0 | 0 | 0 | 1493 | X | ||
| STANLEY GREEN | |||||||
| EXECUTIVE BOARD | 2.0 | 0 | 0 | 1636 | X | ||
| JIM GRAHAM | |||||||
| EXECUTIVE BOARD | 2.0 | 0 | 0 | 1791 | X | ||
| MICHAEL SIERRA | |||||||
| EXECUTIVE BOARD | 2.0 | 0 | 0 | 1648 | X | ||
| STEVE INGERSOLL | |||||||
| GUARD | 48.0 | 109616 | 0 | 50464 | X | ||
| DENNIS DORTON | |||||||
| EXECUTIVE BOARD | 2.0 | 0 | 0 | 1636 | X | ||
| MARK FITZGERALD | |||||||
| EXECUTIVE BOARD | 2.0 | 0 | 0 | 1791 | X | ||
| PHILLIP HERRING | |||||||
| EXECUTIVE BOARD | 2.0 | 0 | 0 | 622 | X | ||
| ROBERT JESINGER | |||||||
| IN-HOUSE COUNSEL | 48.0 | 145027 | 0 | 50458 | X | ||
| MARIANO GONZALES | |||||||
| HR DIRECTOR | 48.0 | 129969 | 0 | 50458 | X | ||
| RHONDA FALK | |||||||
| IT DIRECTOR | 48.0 | 134108 | 0 | 50458 | X | ||
| TIMOTHY NEEP | |||||||
| UNIT 12 DIRECTOR | 48.0 | 124882 | 0 | 53144 | X | ||
| MARK KYLE | |||||||
| POLITICAL AFFAIRS DIRECTOR | 48.0 | 130689 | 0 | 50458 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2511192 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 75667 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 946495 | TotalOtherCompensation |
| Number Individuals GT100 K | 36 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| NUWEST INSURANCE SERVICES | |||||
| PO BOX 18973 | IRVINE | CA | 92623 | INSURANCE BROKER | 421855 |
| INTERVISION SYSTEMS | |||||
| ONE EMBARCADERO CENTER SUITE 519 | SAN FRANCISCO | CA | 94111 | SYSTEM INTEGRATION | 328488 |
| EAGLE PRESS | |||||
| 8111 37TH AVENUE | SACRAMENTO | CA | 95824 | PRINTING | 280269 |
| LAW OFFICE OF NEVIN ABSALOM | |||||
| 22 BATTERY STREET SUITE 333 | SAN FRANCISCO | CA | 94111 | LEGAL | 249876 |
| MAILRITE PRINT MAIL | |||||
| 834 STRIKER AVENUE | SACRAMENTO | CA | 95834 | PRINTING | 235750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MEMBERSHIP DUES AND ASSESSMENTS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 33223696 | TotalRevenueColumn |
| Related Or Exempt Function Income | 33223696 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 33223696 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 966506 | TotalRevenueColumn |
| Exclusion | $966,506 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 135415 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 62965 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 72450 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 72450 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| PRINT SHOP | 900099 | 351056 | 351056 | |
| REIMBURSEMENTS | 900099 | 3974634 | $3,974,634 | |
| OTHER REVENUE | 900099 | 156995 | 156995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 4482685 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38745337 | TotalRevenueColumn |
| Related Or Exempt Function Income | 33223696 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 508051 | UnrelatedBusinessRevenue |
| Exclusion | $4,941,140 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53019 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2538036 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14138690 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4960979 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3241944 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1296926 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 675093 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92799 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 227343 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1711885 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 578003 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1493175 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 975110 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129541 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 341 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4509046 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1560302 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 616599 | Total |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| OTHER PROFESSIONAL FEES | 220239 |
| ORGANIZING | 156567 |
| REIMBURSED EXPENSES | 233894 |
| P.C.T. PAID TO OTHERS | 651918 |
| CONTRIBUTIONS | 139827 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157844 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40359120 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17000 | BOY |
| EOY | 27470 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52032729 | BOY |
| EOY | 50473570 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3252336 | BOY |
| EOY | 2797381 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37207 | BOY |
| EOY | 33114 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 14295462 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 8647951 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6128458 | BOY |
| EOY | 5647511 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 425813 | BOY |
| EOY | 714 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2794849 | BOY |
| EOY | 2894412 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64688392 | BOY |
| EOY | 61874172 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1423555 | BOY |
| EOY | 1523118 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1423555 | BOY |
| EOY | 1523118 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63264837 | BOY |
| EOY | 60351054 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63264837 | BOY |
| EOY | 60351054 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64688392 | BOY |
| EOY | 61874172 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1613783 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1300000 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Other | X | MethodOfAccountingOther |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14295462 | OtherCostOrOtherBasis |
| Depreciation | 8647951 | Depreciation |
| Book Value | 5647511 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 5647511 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LIABILITY | Description |
| Amount | $1,523,118 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1523118 | TotalOfAmounts |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Severance Payment | false | SeverancePayment |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (18 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|---|---|---|---|---|
| RUSSELL BURNS | |||||||
| 208551 | 75667 | 35786 | 0 | 17358 | 0 | 261695 | 75667 |
| FRED HERSCHBACH | |||||||
| 171821 | 0 | 35786 | 0 | 17358 | 0 | 224965 | 0 |
| CARL GOFF | |||||||
| 169047 | 0 | 35786 | 0 | 17358 | 0 | 222191 | 0 |
| JIM SULLIVAN | |||||||
| 172301 | 0 | 35786 | 0 | 17358 | 0 | 225445 | 0 |
| DAN REDING | |||||||
| 172181 | 0 | 35786 | 0 | 17358 | 0 | 225325 | 0 |
| KALANI MAHOE | |||||||
| 101468 | 0 | 24643 | 0 | 9375 | 0 | 135486 | 0 |
| KEN OKU | |||||||
| 120055 | 0 | 35786 | 0 | 17358 | 0 | 173199 | 0 |
| STEVE HARRIS | |||||||
| 119279 | 0 | 35786 | 0 | 17358 | 0 | 172423 | 0 |
| MARK BURTON | |||||||
| 109126 | 0 | 35786 | 0 | 17358 | 0 | 162270 | 0 |
| DON DIETRICH | |||||||
| 126866 | 0 | 34798 | 0 | 17358 | 0 | 179022 | 0 |
| PETE FIGUEIREDO | |||||||
| 113974 | 0 | 35786 | 0 | 17358 | 0 | 167118 | 0 |
| JUSTIN DISTON | |||||||
| 121159 | 0 | 35786 | 0 | 17358 | 0 | 174303 | 0 |
| ROBERT JESINGER | |||||||
| 145027 | 0 | 33100 | 0 | 17358 | 0 | 195485 | 0 |
| MARIANO GONZALES | |||||||
| 129969 | 0 | 33100 | 0 | 17358 | 0 | 180427 | 0 |
| RHONDA FALK | |||||||
| 134108 | 0 | 33100 | 0 | 17358 | 0 | 184566 | 0 |
| STEVE INGERSOLL | |||||||
| 109616 | 0 | 35786 | 0 | 14678 | 0 | 160080 | 0 |
| TIMOTHY NEEP | |||||||
| 124882 | 0 | 35786 | 0 | 17358 | 0 | 178026 | 0 |
| MARK KYLE | |||||||
| 130689 | 0 | 33100 | 0 | 17358 | 0 | 181147 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I, LINE 1A: | Identifier |
| Return Reference | PER THE ORGANIZATION'S WRITTEN POLICY, FIRST CLASS PASSAGE IS ALLOWED | ReturnReference |
| Explanation | WHERE TRAVEL DURATION IS EXPECTED TO EXCEED THREE HOURS. FIRST CLASS TRAVEL IS USED FOR TRAVEL BETWEEN THE CONTINENTAL UNITED STATES AND HAWAII. PRIOR TO APRIL 2010, CERTAIN OFFICERS WITH PERMANENT RESIDENCES OUTSIDE CALIFORNIA WERE PROVIDED WITH LOCAL OVERNIGHT ACCOMODATIONS DURING EXTENDED STAYS IN CALIFORNIA. EFFECTIVE APRIL 2010, THE ORGANIZATION DOES NOT PROVIDE ANY HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART VI, SECTION A, LINES 6 AND 7A: | Identifier |
| Return Reference | THE ORGANIZATION'S MEMBERSHIP IS COMPRISED OF ACTIVE JOURNEYMEN AND | ReturnReference |
| Explanation | APPRENTICES, RETIREES, FAIR SHARE PAYERS, AGENCY FEE PAYERS AND APPLICANTS. ACTIVE JOURNEYMEN, APPRENTICES AND RETIREES ARE ELIGIBLE TO VOTE FOR MEMBERS OF THE GOVERNING BODY. PART VI, SECTION B, LINE 11B: THE ORGANIZATION WORKS WITH ITS CPA FIRM TO PROVIDE INFORMATION FOR THE FILING OF THE FORM 990. ONCE IT IS PREPARED, FINANCIAL MANAGEMENT AND THE GOVERNING BODY OF THE ORGANIZATION REVIEW IT PRIOR TO SIGNING AND FILING. PART VI, SECTION B, LINE 15: COMPENSATION RATES OF EMPLOYEES OF THE ORGANIZATION ARE DETERMINED BY THE BUSINESS MANAGER IN ACCORDANCE WITH THE ORGANIZATION'S BY-LAWS, SUBJECT TO ADVICE AND CONSENT OF THE EXECUTIVE BOARD. PART VI, SECTION C, LINE 19: GENERALLY, THE DOCUMENTS LISTED ARE NOT MADE AVAILABLE TO THE PUBLIC WITH THE EXCEPTION OF THOSE DOCUMENTS REQUIRED BY LAW TO BE MADE AVAILABLE. DOCUMENTS REQUIRED ARE MADE AVAILABLE FOR INSPECTION UPON WRITTEN REQUEST TO THE RECORDING CORRESPONDING SECRETARY'S OFFICE. PART XI, LINE 5: OTHER CHANGE IN NET ASSETS OR FUND BALANCES INCLUDED A TRANSFER OF $1,300,000 TO O.E. LOCAL UNION NO.3 BUILDING HOLDING ASSN. DURING THE YEAR. PART XII, LINE 1: ACCOUNTING METHOD USED - MODIFIED CASH | Explanation |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| OE LOC UN NO 3 BLDG HOLDING ASSN | |||||||||
| 1620 SOUTH LOOP ROAD | ALAMEDA | CA | 94502 | 943225362 | RE TITLE HLDG | CA | 501(C)(2) | N/A | NA |
| OE LOC UN 3 STATEWIDE PAC | |||||||||
| 1620 SOUTH LOOP ROAD | ALAMEDA | CA | 94502 | 943307396 | PAC | CA | 527 | N/A | NA |
| OE LOC UN 3 FED CREDIT UNION | |||||||||
| 250 NORTH CANYONS PARKWAY | LIVERMORE | CA | 94551 | 946131870 | FIN INSTITU | CA | 501(C)(1) | N/A | NA |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (8 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| OE LOCAL UNION NO 3 BUILDING HOLDING ASSN | |
| A | 132236 |
| OE LOCAL UNION NO 3 FEDERAL CREDIT UNION | |
| P | 99529 |
| OE LOCAL UNION NO 3 FEDERAL CREDIT UNION | |
| A | 699009 |
| OE LOCAL UNION NO 3 STATEWIDE PAC | |
| P | 289390 |
| INTERNATIONAL UNION OF OPERATING ENGINEERS | |
| Q | 4427717 |
| INTERNATIONAL UNION OF OPERATING ENGINEERS | |
| O | 81331 |
| OE LOCAL UNION NO 3 BUILDING HOLDING ASSN | |
| J | 1484775 |
| OE LOCAL UNION NO 3 BUILDING HOLDING ASSN | |
| Q | 1300000 |