U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210
FORM LM-3 LABOR ORGANIZATION ANNUAL REPORT
Form Approved
Office of Management and Budget
No.
1245-0003
Expires:
07-31-2019
FOR USE ONLY BY LABOR ORGANIZATIONS WITH LESS THAN $250,000 IN TOTAL ANNUAL RECEIPTS
This report is mandatory under P.L. 86-257, as amended. Failure to comply may result in criminal prosecution, fines, or civil penalties as provided by 29 U.S.C. 439 or 440.
READ THE INSTRUCTIONS CAREFULLY BEFORE PREPARING THIS REPORT.
For Official Use Only
1. FILE NUMBER
540-495
2. PERIOD COVERED
From
07/01/2018
Through
10/31/2018
3.
(a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed
under the hardship procedures:
No
(c) TERMINAL - Is this a terminal report:
Yes
4. AFFILIATION OR ORGANIZATION NAME
CARPENTERS IND
5. DESIGNATION (Local, Lodge, etc.)
LOCAL UNION
6. DESIGNATION NBR
578
7. UNIT NAME (if any)
8. MAILING ADDRESS (Type or print in capital letters)
First Name
JAMES
Last Name
CZAJA
P.O Box - Building and Room Number
SUITE 211
Number and Street
4979 INDIANA AVENUE
City
LISLE
State
IL
ZIP Code + 4
60532
9. Are your organization's records kept at its mailing address?
No
Each of the undersigned, duly authorized officers of the above labor organization, declares, under penalty of perjury and other applicable penalties of law, that all of the information submitted in this report (including information contained in any accompanying documents) has been examined by the signatory and is, to the best of the undersigned individual's knowledge and belief, true, correct and complete (See Section VI on penalties in the instructions.)
57. SIGNED:
Gary Perinar Jr.
EXEC SEC'Y TREASURER
58. SIGNED:
Gary Perinar Jr.
EXEC SEC'Y TREASURER
Date:
Nov 29, 2018
Contact Info:
312-787-3076
Date:
Nov 29, 2018
Contact Info:
312-787-3076
Form LM-3 (Revised 2016)
FILE NUMBER:
540-495
During the Reporting Period Did Your Organization:
10. Have a "subsidiary organization" as defined in Section X of the instructions?
No
11. Create or participate in the administration of a trust or other fund or organization which provides benefits for members or their beneficiaries?
No
12. Have a Political Action Committee (PAC) fund?
Yes
13. Acquire or dispose of any goods or property in any manner other than purchase or sale?
Yes
14. Have an audit or review of its books and records by an outside accountant or by a parent body auditor/representative?
Yes
15. Discover any loss or shortage of funds or other property? (Answer "Yes" even if there has been repayment or recovery.)
No
16.Have any officer who was paid $10,000 or more by your organization and also received $10,000 or more as an officer or employee of another labor organization or of an employee benefit plan?
No
17. Pay any employee salary, allowances, and other expenses which, together with any payments from affiliates, totaled more than $10,000?
Yes
18. Have loans totaling more than $250 to any officer, employee, or member, or make any loans to a business enterprise?
No
19. How many members did your organization have at the end of the reporting period?
0
20. What is the maximum amount recoverable under your organization's fidelity bond for a loss caused by any officer or employee of your organization?
$50,000
21. During the reporting period, did your organization have any changes in its constitution or bylaws (other than rates of dues and fees) or in practices/procedures listed in the instructions?
No
22. What is the date of the labor organization's next regular election of officers?
23. What are the labor organization's rates of dues and fees?
Rates of Dues and Fees
Dues/Fees
Amount
Unit
Minimum
Maximum
(a) Regular Dues/Fees
28.00
per
MONTH
N/A
N/A
(b) Initiation Fees
N/A
per
New Mem
125
425
(c) Transfer Fees
N/A
per
N/A
N/A
N/A
(d) Work Permits
N/A
per
N/A
N/A
N/A
Form LM-3 (Revised 2016)
24. ALL OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
540-495
(A) Name (List all persons who held office during the reporting period even if they received no salary or other disbursements)
Gross Salary (before taxes and other deductions)
(D)
Allowances and Other Disbursements
(E)
TOTAL
(F)
(B) Title (Enter title of officer, such as PRESIDENT or TREASURER)
(C) Status *
Total Disbursements to Officers
$0
$1,264
$1,264
Less Deductions
$0
The Total from Net Disbursements will be entered in Item 45
Net Disbursements
$1,264
** Code (C) Status: past officer - P; continuing officer - C; new officer during the reporting period - N.
(If any officer was not elected at a regular election in accordance with your organzation's constitution and bylaws, explain in Item 56.)
COOPER
KYLE
S
$0
$0
$0
PRESIDENT
P
ISOTOV
NICHALOS
N
$0
$0
$0
VICE PRESIDENT
P
EICHHOLZ
WALTER
C
$0
$0
$0
RECORDING SECRETARY
P
CZAJA
JAMES
C
$0
$1,264
$1,264
FINANCIAL SEC/TREASURER
P
MEREDITH
ERIC
M
$0
$0
$0
CONDUCTOR
P
ROBERTS
RICHARD
L
$0
$0
$0
WARDEN
P
CINDRIC
STEVEN
$0
$0
$0
TRUSTEE
P
HORON
ANDREW
P
$0
$0
$0
TRUSTEE
P
SCHULTZ
SCOTT
A
$0
$0
$0
TRUSTEE
P
Form LM-3 (Revised 2016)
STATEMENT A - ASSETS AND LIABILITIES
FILE NUMBER:
540-495
ASSETS
Start of Reporting Period
(A)
End of Reporting Period
(B)
25. Cash
$36,720
$0
26. Loans Receivable
$0
$0
27. U.S. Treasury Securities
$0
$0
28. Investments
$0
$0
29. Fixed Assets
$1,313
$0
30. Other Assets
$13,041
$0
31. TOTAL ASSETS
$51,074
$0
LIABILITIES
Start of Reporting Period
(C)
End of Reporting Period
(D)
32. Accounts Payable
$0
$0
33. Loans Payable
$0
$0
34. Mortgages Payable
$0
$0
35. Other Liabilities
$4,505
$0
36. TOTAL LIABILITIES
$4,505
$0
37. NET ASSETS
$46,569
$0
STATEMENT B - RECEIPTS AND DISBURSEMENTS
CASH RECEIPTS
AMOUNT
38. Dues
$25,245
39. Per Capita Tax
$0
40. Fees, Fines, Assessments, Work Permits
$1,276
41. Interest and Dividends
$0
42. Sale of Investments and Fixed Assets
$0
43. Other Receipts
$13,361
44. TOTAL RECEIPTS
$39,882
If total receipts reported in Item 44 are $250,000 or more, your organization must file Form LM-2 instead of this form.
CASH DISBURSEMENTS
AMOUNT
45. To Officers (from item 24)
$1,264
46. To Employees (less deductions)
$9,760
47. Per Capita Tax
$11,222
48. Office and Administrative Expense
$9,462
49. Professional Fees
$0
50. Benefits
$0
51. Contributions, Gifts, and Grants
$100
52. Purchase of Investments and Fixed Assets
$0
53. Loans Made
$0
54. Other Disbursements
$44,794
55. TOTAL DISBURSEMENTS
$76,602
Form LM-3 (Revised 2016)
56. ADDITIONAL INFORMATION SUMMARY
FILE NUMBER:
540-495
Item 58 Title: DUE TO THE DISSOLUTION OF THE LOCAL AND DUE TO THE RECORDS AND NET ASSETS BEING TRANSFERRED TO THE CHICAGO REGIONAL COUNCIL OF CARPENTERS, THE CHIEF FINANCIAL OFFICER OF THE CHICAGO REGIONAL COUNCIL OF CARPENTERS, WHICH IN ACCORDANCE WITH ITS BYLAWS IS THE EXECUTIVE SECRETARY TREASURER, IS SIGNING THIS LM-3 FILING.Period Covered Dates:ITEM 2: THE CHANGE IN PERIOD COVERED IS DUE TO A RESTRUCTURING ORDER EFFECTIVE OCTOBER 31, 2018. SEE ITEM 3(C) TERMINAL DISCLOSURE FOR COMPLETE DETAILS.Item 3 Terminal: EFFECTIVE OCTOBER 31, 2018 PURSUANT TO A RESTRUCTURING ORDER ISSUED BY THE UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA, CARPENTERS LOCAL UNION NO. 578 IS DISSOLVED AND ITS JURISDICTION AND MEMBERSHIP ARE MERGED INTO CARPENTERS LOCAL UNION NO. 54 (LM 037-546). ITS NET ASSETS ARE TRANSFERRED TO THE CHICAGO REGIONAL COUNCIL OF CARPENTERS (LM 001-949). THE NET ASSETS OF THE LOCAL TRANSFERRED TO THE CHICAGO REGIONAL COUNCIL OF CARPENTERS INCLUDES CASH BALANCES OF $35,584, OFFICE FURNITURE AND EQUIPMENT WITH A COST OF $25,671 AND A BOOK VALUE OF $1,111, OTHER LIABILITIES - MEMBERS LIFE INSURANCE PREMIUMS TO BE REMITTED OF $4,988, AND PAYROLL TAXES WITHHELD TO BE REMITTED OF $1,338.Address of Record: ITEM 9: THE RECORDS OF CARPENTERS LOCAL UNION NO. 578 WILL BE KEPT BY THE CHICAGO REGIONAL COUNCIL OF CARPENTERS AT 12 E. ERIE STREET, CHICAGO, IL 60611.Item 57 Title: DUE TO THE DISSOLUTION OF THE LOCAL AND DUE TO THE RECORDS AND NET ASSETS BEING TRANSFERRED TO THE CHICAGO REGIONAL COUNCIL OF CARPENTERS, THE CHIEF EXECUTIVE OFFICER OF THE CHICAGO REGIONAL COUNCIL OF CARPENTERS, WHICH IN ACCORDANCE WITH ITS BYLAWS IS THE EXECUTIVE SECRETARY TREASURER, IS SIGNING THIS LM-3 FILING.
Question 12: : : : CARPENTERS LOCAL 578 POLITICAL ACTION FUND.
THIS FUND IS NOT REQUIRED TO FILE REPORTS WITH ANY STATE OR FEDERAL AGENCIES. THE FINANCIAL ACTIVITIES OF THE FUND ARE INCLUDED IN THIS LM-3 FILING.
Question 13: THE NET ASSETS OF THE LOCAL WERE TRANSFERRED TO THE CHICAGO REGIONAL COUNCIL OF CARPENTERS AS A RESULT OF THE RESTRUCTURING ORDER. SEE ITEM 3(C) TERMINAL DISCLOSURE FOR COMPLETE DETAILS.
Question 14: LEGACY PROFESSIONALS LLP
Question 17: BETH MACKAY (ADMINISTRATIVE ASSISTANT), SALARY OF $15,419.ITEM 19: THE TOTAL NUMBER OF MEMBERS HAS BEEN REPORTED AS ZERO AS A RESULT OF THE RESTRUCTURING ORDER. SEE ITEM 3(C) TERMINAL DISCLOSURE FOR COMPLETE DETAILS.
ITEM 22: THE DATE OF THE LABOR ORGANIZATIONS NEXT REGULAR ELECTION HAS BEEN LEFT BLANK AS A RESULT OF THE RESTRUCTURING ORDER. SEE ITEM 3(C) TERMINAL DISCLOSURE FOR COMPLETE DETAILS.
ITEM 29: DEPRECIATION EXPENSE - FURNITURE AND EQUIPMENT DEPRECIATION EXPENSE WAS $202.
SCHEDULE 24 ALL OFFICERS AND DISBURSEMENTS TO OFFICERS
AT THE END OF THE REPORTING PERIOD ALL OFFICERS ARE CONSIDERED PAST AS A RESULT OF THE RESTRUCTURING ORDER EFFECTIVE OCTOBER 31, 2018.