U.S. Department of Labor
Office of Labor-Management Standards
Washington, DC 20210
FORM LM-2 LABOR ORGANIZATION ANNUAL REPORT
Form Approved
Office of Management and Budget
No.
1245-0003
Expires:
09-30-2021
MUST BE USED BY LABOR ORGANIZATIONS WITH $250,000 OR
MORE IN TOTAL ANNUAL RECEIPTS AND LABOR ORGANIZATIONS IN
TRUSTEESHIP
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
005-986
2.
PERIOD COVERED
From
07/01/2019
Through
06/30/2020
3.
(a) AMENDED - Is this an amended report:
No
(b) HARDSHIP - Filed under the hardship procedures:
No
(c) TERMINAL - This
is a terminal report:
No
4. AFFILIATION OR ORGANIZATION NAME
BOILERMAKERS AFL-CIO
5. DESIGNATION (Local, Lodge, etc.)
LODGE
6. DESIGNATION NBR
1
7. UNIT NAME (if any)
8. MAILING ADDRESS (Type or print in capital
letters)
First Name
ERIC
Last Name
DAVIS
P.O Box - Building and Room Number
Number and Street
2941 SOUTH ARCHER AVENUE
City
CHICAGO
State
IL
ZIP Code + 4
60608
9. Are your organization's records kept at its
mailing address?
Yes
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 V on penalties in the
instructions.)
70. SIGNED:
Joseph M Bogusz
PRESIDENT
71. SIGNED:
Eric S Davis
BUSINESS MANAGER/SECRETARY-TREASURER
Date:
Sep 04, 2020
Telephone
Number:
773-247-5225
Date:
Sep 04, 2020
Telephone
Number:
773-247-5225
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
ITEMS 10 THROUGH 21
FILE NUMBER:
005-986
10. During the reporting period did the labor
organization create or participate in the administration of
a trust or a fund or organization, as defined in the
instructions, which provides benefits for members or
beneficiaries?
Yes
11(a). During the reporting period did the
labor organization have a political action committee (PAC)
fund?
Yes
11(b). During the reporting period did the
labor organization have a subsidiary organization as
defined in Section X of these Instructions?
No
12. During the reporting period did the labor
organization have an audit or review of its books and
records by an outside accountant or by a parent body
auditor/representative?
No
13. During the reporting period did the labor
organization discover any loss or shortage of funds or
other assets? (Answer "Yes" even if there has
been repayment or recovery.)
No
14. What is the maximum amount recoverable
under the labor organization's fidelity bond for a
loss caused by any officer, employee or agent of the labor
organization who handled union funds?
$500,000
15. During the reporting period did the labor
organization acquire or dispose of any assets in a manner
other than purchase or sale?
Yes
16. Were any of the labor organization's
assets pledged as security or encumbered in any way at the
end of the reporting period?
No
17. Did the labor organization have any
contingent liabilities at the end of the reporting period?
No
18. During the reporting period did the labor
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
19. What is the date of the labor
organization's next regular election of officers?
09/2020
20. How many members did the labor organization
have at the end of the reporting period?
413
21. 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
N/A
per
MONTH
$48.25
$48.75
(b) Working Dues/Fees
N/A
per
GROSS WAGES
4%
8%
(c) Initiation Fees
N/A
per
NEW MEMBER
$125.00
$500.00
(d) Transfer Fees
N/A
per
N/A
N/A
N/A
(e) Work Permits
$48.75
per
MONTH
N/A
N/A
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT A - ASSETS
AND LIABILITIES
FILE NUMBER:
005-986
ASSETS
ASSETS
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
22. Cash
$3,185,498
$3,619,633
23. Accounts Receivable
1
$2,237
$0
24. Loans Receivable
2
$0
$0
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$0
$0
27. Fixed Assets
6
$44,848
$31,389
28. Other Assets
7
$0
$5,580
29.
TOTAL ASSETS
$3,232,583
$3,656,602
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$0
$0
31. Loans Payable
9
$0
$0
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$2,584
$3,846
34. TOTAL
LIABILITIES
$2,584
$3,846
35. NET
ASSETS
$3,229,999
$3,652,756
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
STATEMENT B -
RECEIPTS AND DISBURSEMENTS
FILE NUMBER:
005-986
CASH
RECEIPTS
SCH
AMOUNT
36. Dues and Agency Fees
$1,610,043
37. Per Capita Tax
$0
38. Fees, Fines,
Assessments, Work Permits
$9,241
39. Sale of Supplies
$0
40. Interest
$86,380
41. Dividends
$0
42. Rents
$28,613
43. Sale of Investments
and Fixed Assets
3
$0
44. Loans Obtained
9
$0
45. Repayments of Loans
Made
2
$0
46. On Behalf of
Affiliates for Transmittal to Them
$205,609
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$278,975
49. TOTAL RECEIPTS
$2,218,861
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$175,094
51.
Political Activities and Lobbying
16
$48,372
52.
Contributions, Gifts, and Grants
17
$20,235
53. General
Overhead
18
$48,975
54. Union
Administration
19
$559,920
55. Benefits
20
$470,777
56. Per
Capita Tax
$177,678
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$0
61. Loans
Made
2
$0
62.
Repayment of Loans Obtained
9
$0
63. To
Affiliates of Funds Collected on Their Behalf
$205,609
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$79,328
66. Subtotal
$1,785,988
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$189,852
67b. Less Total
Disbursed
$188,590
67c.
Total Withheld But Not Disbursed
$1,262
68.
TOTAL DISBURSEMENTS
$1,784,726
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 1 - ACCOUNTS
RECEIVABLE AGING SCHEDULE
FILE NUMBER:
005-986
Entity or Individual Name
(A)
Total Account Receivable
(B)
90-180 Days
Past Due
(C)
180+ Days
Past Due
(D)
Liquidated Account
Receivable
(E)
Total of all itemized
accounts receivable
$0
$0
$0
$0
Totals from all other
accounts receivable
$0
$0
$0
$0
Totals
(Total of Column (B) will be automatically entered in Item
23, Column(B))
$0
$0
$0
$0
NONE ITEMIZED
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 2 - LOANS
RECEIVABLE
FILE NUMBER:
005-986
List below loans to officers, employees, or members which
at any time during the reporting period exceeded $250 and
list all loans to business enterprises regardless of amount.
(A)
Loans
Outstanding at
Start of Period
(B)
Loans Made
During Period
(C)
Repayments Received During Period
Cash
(D)(1)
Other Than Cash
(D)(2)
Loans
Outstanding at
End of Period
(E)
Total of loans not
listed above
$0
$0
$0
$0
$0
Total of all lines
above
$0
$0
$0
$0
$0
Totals will be
automatically entered in...
Item 24
Column (A)
Item 61
Item 45
Item 69
with Explanation
Item 24
Column (B)
Name:
NONE
Purpose:
NONE
Security:
NONE
Terms of Repayment:
NONE
$0
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 3 - SALE OF
INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
005-986
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Gross Sales Price
(D)
Amount Received
(E)
Total of all
lines above
$0
$0
$0
$0
NONE
$0
$0
$0
$0
Less Reinvestments
$0
(The
total from Net Sales Line will be automatically entered
in Item 43)
Net Sales
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 4 - PURCHASE
OF INVESTMENTS AND FIXED ASSETS
FILE NUMBER:
005-986
Description (if land or buildings, give location)
(A)
Cost
(B)
Book Value
(C)
Cash Paid
(D)
Total
of all lines above
$0
$0
$0
NONE
$0
$0
$0
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 5 -
INVESTMENTS
FILE NUMBER:
005-986
Description
(A)
Amount
(B)
Marketable Securities
A. Total Cost
$0
B. Total Book Value
$0
C. List each
marketable security which has a book value over $5,000
and exceeds 5% of Line B.
N/A
$0
Other Investments
D. Total Cost
$0
E. Total Book Value
$0
F. List each other
investment which has a book value over $5,000 and
exceeds 5% of Line E. Also, list each subsidiary
for which separate reports are attached.
N/A
$0
G. Total of Lines B and E
(Total will be automatically entered in Item 26,
Column(B))
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 6 - FIXED
ASSETS
FILE NUMBER:
005-986
Description
(A)
Cost or Other Basis
(B)
Total Depreciation or
Amount Expensed
(C)
Book Value
(D)
Value
(E)
A.
Land (give location)
Land
1
:
2941 S. ARCHER AVE. CHICAGO, IL 60608
$12,366
$12,366
$12,366
B.
Buildings (give location)
Building
1
:
2941 S. ARCHER AVE. CHICAGO, IL 60608
$282,078
$275,962
$6,116
$282,078
C. Automobiles
and
Other Vehicles
$74,790
$65,715
$9,075
$9,075
D. Office
Furniture
and Equipment
$34,971
$34,490
$481
$481
E.
Other Fixed Assets
$23,783
$20,432
$3,351
$3,351
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$427,988
$396,599
$31,389
$307,351
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 7 - OTHER
ASSETS
FILE NUMBER:
005-986
Description
(A)
Book Value
(B)
Total
(Total will be automatically entered in Item 28, Column(B))
$5,580
INVENTORY OF PROMOTIONAL ITEMS
$5,580
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 8 - ACCOUNTS
PAYABLE AGING SCHEDULE
FILE NUMBER:
005-986
Entity or Individual Name
(A)
Total Account
Payable
(B)
90-180 Days
Past Due
(C)
180+ Days Past
Due
(D)
Liquidated Account
Payable
(E)
Total for all itemized accounts payable
$0
$0
$0
$0
Total from all other accounts payable
$0
$0
$0
$0
Totals
(Total for Column(B) will be automatically entered in Item
30, Column(D))
$0
$0
$0
$0
NONE
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 9 - LOANS
PAYABLE
FILE NUMBER:
005-986
Source of Loans Payable at Any
Time During the Reporting Period
(A)
Loans Owed at
Start of Period
(B)
Loans Obtained
During Period
(C)
Repayment
During Period
Cash
(D)(1)
Repayment
During Period
Other Than Cash
(D)(2)
Loans Owed at
End of Period
(E)
Total Loans Payable
$0
$0
$0
$0
$0
Totals will be automatically entered in...
Item 31
Column (C)
Item 44
Item 62
Item 69
with Explanation
Item 31
Column (D)
NONE
$0
$0
$0
$0
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 10 - OTHER
LIABILITIES
FILE NUMBER:
005-986
Description
(A)
Amount at End of Period
(B)
Total Other Liabilities
(Total will be automatically entered in Item 33, Column(D))
$3,846
PAYROLL WITHHOLDINGS NOT REMITTED AT YEAR END
$3,846
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 11 - ALL
OFFICERS AND DISBURSEMENTS TO OFFICERS
FILE NUMBER:
005-986
(A) Name
(B) Title
(C) Status
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances
Disbursed
(F)
Disbursements
for Official Business
(G)
Other
Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
BOGUSZ
,
JOSEPH
PRESIDENT C
$300
$0
$0
$0
$300
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
A
B
C
DAVIS
,
ERIC
BUSINESS MGR/SECY-TREAS C
$182,661
$0
$45,272
$0
$227,933
I
Schedule 15
Representational Activities
35
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
45
%
A
B
C
CRANDALL
,
JAMIE
VICE PRES/REF OFFICER C
$123,395
$0
$5,671
$0
$129,066
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
85
%
A
B
C
WALDVOGEL
,
JOHN
RECORDING SECRETARY C
$450
$0
$0
$0
$450
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
A
B
C
CARPENTER
,
JASON
INSPECTOR C
$300
$0
$113
$0
$413
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
A
B
C
METCALFE
,
GARY
SERGEANT AT ARMS C
$187
$0
$0
$0
$187
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
A
B
C
BENZ
,
LOUIS
TRUSTEE C
$300
$0
$0
$0
$300
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
A
B
C
BRENNAN
,
MATT
TRUSTEE C
$300
$0
$0
$0
$300
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
A
B
C
METCALFE
,
TIM
TRUSTEE C
$300
$0
$0
$0
$300
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
100
%
Total Officer
Disbursements
$308,193
$0
$51,056
$0
$359,249
Less Deductions
$104,429
Net
Disbursements
$254,820
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 12 -
DISBURSEMENTS TO EMPLOYEES
FILE NUMBER:
005-986
(A) Name
(B) Title
(C) Other Payer
(D)
Gross Salary
Disbursements
(before any
deductions)
(E)
Allowances Disbursed
(F)
Disbursements for Official Business
(G)
Other Disbursements not reported in
(D) through (F)
(H)
TOTAL
A
B
C
NUSKIEWICZ
,
ELIZABETH
BOOKKEEPER NONE
$71,956
$0
$0
$0
$71,956
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
20
%
Schedule 19
Administration
80
%
A
B
C
GUSTAFSON
,
JUSTIN
ASST BUSINESS MANAGER NONE
$179,969
$0
$11,295
$0
$191,264
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
10
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
80
%
TOTALS RECEIVED
BY EMPLOYEES MAKING $10,000 OR LESS
$0
I
Schedule 15
Representational Activities
Schedule 16
Political Activities and Lobbying
Schedule 17
Contributions
Schedule 18
General Overhead
Schedule 19
Administration
Total
Employee Disbursements
$251,925
$0
$11,295
$0
$263,220
Less
Deductions
$85,423
Net Disbursements
$177,797
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 13 -
MEMBERSHIP STATUS
FILE NUMBER:
005-986
Category of Membership
(A)
Number
(B)
Voting Eligibility
(C)
Members
(Total of all lines above)
413
Agency Fee Payers*
0
Total Members/Fee Payers
413
*Agency Fee Payers are
not considered members of the labor organization.
JOURNEYMAN
326
Yes
APPRENTICE
43
Yes
HELPER
44
Yes
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
DETAILED SUMMARY PAGE
- SCHEDULES 14 THROUGH 19
FILE NUMBER:
005-986
SCHEDULE 14 OTHER RECEIPTS
1. Named Payer
Itemized Receipts
$266,550
2. Named Payer
Non-itemized Receipts
$0
3. All Other Receipts
$12,425
4. Total
Receipts
$278,975
SCHEDULE 17 CONTRIBUTIONS,
GIFTS & GRANTS
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$0
4. To Employees
$0
5. All Other
Disbursements
$20,235
6. Total
Disbursements
$20,235
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$50,687
2. Named Payee
Non-itemized Disbursements
$7,800
3. To Officers
$92,684
4. To Employees
$19,126
5. All Other
Disbursements
$4,797
6. Total
Disbursements
$175,094
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$22,793
4. To Employees
$14,391
5. All Other
Disbursements
$11,791
6. Total
Disbursements
$48,975
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$29,246
4. To Employees
$19,126
5. All Other
Disbursements
$0
6. Total
Disbursements
$48,372
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$33,156
2. Named Payee
Non-itemized Disbursements
$60,480
3. To Officers
$214,526
4. To Employees
$210,576
5. All Other
Disbursements
$41,182
6. Total
Disbursements
$559,920
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 14 - OTHER
RECEIPTS
FILE NUMBER:
005-986
Name and Address
(A)
LOCAL ONE SUPPL UNEMPLOYMENT FUND 6054
ST. CHARLES IL 60174
Type or Classification
(B)
AFFILIATED BENEFIT FUND
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$100,674
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$100,674
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
07/16/2019
$7,863
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
08/08/2019
$7,863
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
09/06/2019
$7,863
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
10/10/2019
$7,863
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
11/14/2019
$11,794
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
12/23/2019
$8,204
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
01/23/2020
$8,204
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
02/11/2020
$8,204
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
03/09/2020
$8,204
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
04/21/2020
$8,204
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
05/07/2020
$8,204
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
06/04/2020
$8,204
Name and Address
(A)
LOCAL ONE TRAINING & EDUCATION FUND 6054
ST. CHARLES IL 60174
Type or Classification
(B)
AFFILIATED BENEFIT FUND
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$165,876
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$165,876
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
07/16/2019
$13,739
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
08/08/2019
$13,739
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
09/06/2019
$13,739
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
10/10/2019
$13,739
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
11/14/2019
$13,865
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
12/23/2019
$13,865
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
01/23/2020
$13,865
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
02/11/2020
$13,865
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
03/09/2020
$13,865
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
04/21/2020
$13,865
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
05/07/2020
$13,865
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
06/04/2020
$13,865
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
FILE NUMBER:
005-986
Name and Address
(A)
HOGAN MARREN BABBO & ROSE LTD
321 NORTH CLARK ST. #1 CHICAGO IL 60654
Type or Classification
(B)
LAW FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$50,687
Total
Non-Itemized Transactions with this Payee/Payer
$2,400
Total of All Transactions with this
Payee/Payer for This Schedule
$53,087
LEGAL FEES - BUILDING FUND & MISC. CONSULTATION
01/24/2020
$50,687
Name and Address
(A)
JAMES BRENNWALD 180277
CHICAGO IL 60618
Type or Classification
(B)
EMPLOYMENT ATTORNEY
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,400
Total of All Transactions with this
Payee/Payer for This Schedule
$5,400
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 16 -
POLITICAL ACTIVITIES AND LOBBYING
FILE NUMBER
005-986
Name and Address
(A)
-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 17 -
CONTRIBUTIONS, GIFTS & GRANTS
FILE NUMBER:
005-986
Name and Address
(A)
-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 18 - GENERAL
OVERHEAD
FILE NUMBER:
005-986
Name and Address
(A)
-1
Type or Classification
(B)
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
Total of All Transactions with this
Payee/Payer for This Schedule
$0
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
005-986
Name and Address
(A)
AT&T 6416
CAROL STREAM IL 60197
Type or Classification
(B)
PHONE SERVICE PROVIDER
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$8,991
Total of All Transactions with this
Payee/Payer for This Schedule
$8,991
Name and Address
(A)
BROTHERHOOD BANK
756 MINNESOTA AVE. KANSAS CITY KS 66101
Type or Classification
(B)
FINANCIAL INSTITUTION
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,303
Total of All Transactions with this
Payee/Payer for This Schedule
$6,303
Name and Address
(A)
HAYES BOILER & MECHANICAL
5959 HARLEM AVE. CHICAGO IL 60638
Type or Classification
(B)
MECHANICAL SERVICE PROVIDER
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,616
Total of All Transactions with this
Payee/Payer for This Schedule
$5,616
Name and Address
(A)
LEGACY PROFESSIONALS LLP
4 WESTBROOK CORP CTR WESTCHESTER IL 60154
Type or Classification
(B)
ACCOUNTING FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$12,500
Total
Non-Itemized Transactions with this Payee/Payer
$9,350
Total of All Transactions with this
Payee/Payer for This Schedule
$21,850
ACCOUNTING FEES FOR YEAR ENDED JUNE 30, 2019
10/23/2019
$12,500
Name and Address
(A)
PEOPLES GAS
200 E. RANDOLPH ST. CHICAGO IL 60601
Type or Classification
(B)
GAS PROVIDER
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,314
Total of All Transactions with this
Payee/Payer for This Schedule
$6,314
Name and Address
(A)
PURCHASE POWER
3001 SUMMER ST. STAMFORD CT 06926
Type or Classification
(B)
POSTAGE PROVIDER
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,105
Total of All Transactions with this
Payee/Payer for This Schedule
$5,105
Name and Address
(A)
RONALD J. JORDAN
2976 S. BONAPARTE CHICAGO IL 60608
Type or Classification
(B)
CLEANING SERVICE PROVIDER
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$5,675
Total of All Transactions with this
Payee/Payer for This Schedule
$5,675
Name and Address
(A)
STARS & STRIPES SILK SCREENING, INC
7560 W. 100TH PL. BRIDGEVIEW IL 60455
Type or Classification
(B)
PROMOTIONAL ITEM VENDOR
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,631
Total
Non-Itemized Transactions with this Payee/Payer
$528
Total of All Transactions with this
Payee/Payer for This Schedule
$8,159
PROMOTIONAL ITEMS FOR RESALE
02/11/2020
$7,631
Name and Address
(A)
TASTY CATERING
1900 TOUHY AVE. ELK GROVE VILLAGE IL 60007
Type or Classification
(B)
CATERER
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$7,658
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$7,658
FINAL PAYMENT FOR 2019 MEMBERSHIP PICNIC
08/09/2019
$7,658
Name and Address
(A)
UNION INSURANCE GROUP
303 WEST ERIE ST. #310 CHICAGO IL 60654
Type or Classification
(B)
INSURANCE CARRIER
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$5,367
Total
Non-Itemized Transactions with this Payee/Payer
$12,598
Total of All Transactions with this
Payee/Payer for This Schedule
$17,965
PROPERTY & GENERAL LIABILITY POLICY
04/30/2020
$5,367
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 20 -
BENEFITS
FILE NUMBER:
005-986
Description
(A)
To Whom Paid
(B)
Amount
(C)
Total of all
lines above (Total will be automatically entered in Item
55.)
$470,777
ANNUITY FUND
TRUST
$61,844
HEALTH AND WELFARE FUND
TRUST
$57,935
LEGAL ASSISTANCE TRUST FUND
TRUST
$1,661
PENSION FUND - NATIONAL
TRUST
$166,318
PENSION FUND - OFFICERS' AND EMPLOYEES'
TRUST
$183,019
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
69. ADDITIONAL
INFORMATION SUMMARY
FILE NUMBER:
005-986
Item 71 Title: THE CHIEF FINANCIAL OFFICER OF THE LOCAL IS THE BUSINESS MANAGER/SECRETARY-TREASURER.
Question 10: INTERNATIONAL BROTHERHOOD OF BOILERMAKERS LOCAL LODGE NO. ONE SUPPLEMENTAL UNEMPLOYMENT BENEFIT TRUST FUND
EIN# 23-7046358
PLAN NO. 501
PROVIDES UNEMPLOYMENT BENEFITS TO ELIGIBLE MEMBERS. FILES ANNUALLY WITH EBSA OF THE DEPARTMENT OF LABOR.
INTERNATIONAL BROTHERHOOD OF BOILERMAKERS LOCAL LODGE NO. ONE LEGAL ASSISTANCE TRUST FUND
EIN# 51-6146088
PLAN NO. 501
PROVIDES LEGAL BENEFITS TO PARTICIPANTS. FILES ANNUALLY WITH EBSA OF THE DEPARTMENT OF LABOR.
INTERNATIONAL BROTHERHOOD OF BOILERMAKERS LOCAL LODGE NO. ONE TRAINING AND EDUCATION TRUST FUND
EIN# 36-3143870
PROVIDES CONTINUING EDUCATION TO PARTICIPANTS.
ALL OF THE ABOVE MAY BE CONTACTED AT:
P.O. BOX 6054
ST. CHARLES, IL 60174
Question 11(a):
Question 11(a): : THE LOCAL MAINTAINS A POLITICAL ACTION FUND WHICH IS FUNDED ENTIRELY WITH MEMBER VOLUNTARY CONTRIBUTIONS. THE FUND IS ESTABLISHED TO PROVIDE SUPPORT TO STATE AND LOCAL POLITICAL CANDIDATES WHOSE IDEALS ARE SIMILAR TO THOSE OF THE LOCAL. THE FUND FILES REPORTS WITH THE STATE OF ILLINOIS BOARD OF ELECTIONS. THE ACTIVITY OF THIS ACCOUNT IS NOT INCLUDED ON THIS LM-2 FILING.
Question 15: TO ENCOURAGE AND PROMOTE UNITY WITHIN THE BROTHERHOOD AND TO ENCOURAGE PARTICIPATION IN UNION ACTIVITIES, IT IS THE PRACTICE OF THE LOCAL TO GIVE AWAY UNION IMPRINTED AND OTHER PROMOTIONAL ITEMS OF MINIMAL COST TO MEMBERS. THE LOCAL HAS ESTIMATED THAT IT HAS GIVEN AWAY APPROXIMATELY $5,197 IN PROMOTIONAL ITEMS DURING THE REPORTING PERIOD. IT IS NOT PRACTICAL TO SPECIFICALLY IDENTIFY ALL OF THE RECIPIENTS OF THESE ITEMS.
Schedule 1, Row1:
Schedule 1, Row1:
Schedule 2, Row1:
Schedule 2, Row1:
Schedule 8, Row1:
Schedule 8, Row1:
Schedule 9, Row1:
Schedule 9, Row1:
Schedule 13, Row1:
Schedule 13, Row1:JOURNEYMAN IS A BOILERMAKER WHO HAS ACQUIRED THE NECESSARY SKILLS TO WORK AT THE BOILERMAKER TRADE WITH MINIMUM SUPERVISION. A JOURNEYMAN HAS FULL VOTING RIGHTS.
Schedule 13, Row1:
Schedule 13, Row1::
Schedule 13, Row2:
Schedule 13, Row2:AN APPRENTICE IS A BOILERMAKER WHO PARTICIPATES IN A SANCTIONED AND CERTIFIED APPRENTICE PROGRAM WITH THE PURPOSE OF ACHIEVING JOURNEYMAN STATUS IN A PREDETERMINED TIME PERIOD, USUALLY FOUR YEARS. AN APPRENTICE HAS FULL VOTING RIGHTS.
Schedule 13, Row2:
Schedule 13, Row2::
Schedule 13, Row3:
Schedule 13, Row3:A HELPER IS A BOILERMAKER WHO ASSISTS JOURNEYMEN WORKING AT THE BOILERMAKER TRADE AND MAY AT SOME TIME ACHIEVE JOURNEYMAN STATUS. A HELPER HAS FULL VOTING RIGHTS.
Schedule 13, Row3:
Schedule 13, Row3::LINE 27, SCHEDULE 6, COLUMN E - FAIR VALUE:
THE LOCAL HAS NO POLICY FOR PERIODICALLY APPRAISING ITS ASSETS TO DETERMINE THEIR FAIR VALUE. THE BOOK VALUE OF THE LOCALS ASSETS HAS BEEN REPORTED AS A GOOD FAITH ESTIMATE OF THEIR FAIR VALUE EXCEPT FOR THE BUILDING AND LAND WHERE THE ORIGINAL COST APPROXIMATES FAIR VALUE.
DEPRECIATION EXPENSE:
BUILDING $1,826
AUTOMOBILE $9,075
FURNITURE AND EQUIPMENT $243
OTHER $2,315
TOTAL $13,459
ITEMS 50-54, SCHEDULES 11 & 12:
IT IS NOT PRACTICAL TO MAKE A PRECISE DISTRIBUTION OF AUTOMOBILE OPERATING EXPENSES NOT PAID DIRECTLY TO OFFICERS AND EMPLOYEES AND INCLUDED IN COLUMNS (F) & (G). HOWEVER, AN ALLOCATION OF SUCH EXPENSES HAS BEEN MADE IN ACCORDANCE WITH IRS REPORTING RULES. IF UNION OWNED/LEASED AUTOMOBILES WERE USED 50% OR LESS FOR BUSINESS PURPOSES BY IRS REPORTING STANDARDS, THE REMAINDER IS TREATED AS IF IT WERE PERSONAL USE AND IS REPORTED IN COLUMN (G). IRS STANDARDS SHOULD NOT NECESSARILY BE CONSIDERED THE ACTUAL BUSINESS USE OF AN AUTOMOBILE.
ITEM 64:
THIS ITEM REFLECTS ONLY DISBURSEMENTS ON BEHALF OF INDIVIDUAL MEMBERS FOR OTHER THAN NORMAL OPERATING PURPOSES. ALL OF OUR EXPENSES BENEFIT THE ENTIRE UNION MEMBERSHIP AND INDIVIDUALS ARE NOT NORMALLY SINGLED OUT FOR SPECIAL PURPOSES.