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:
01-31-2025
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
07/01/2021
Through
06/30/2022
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 07, 2022
Telephone
Number:
773-247-5225
Date:
Sep 07, 2022
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?
Yes
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?
06/2023
20. How many members did the labor organization
have at the end of the reporting period?
424
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
$53.25
$53.75
(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
$53.75
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
$5,424,359
$7,020,118
23. Accounts Receivable
1
$0
$0
24. Loans Receivable
2
$0
$0
25. U.S. Treasury
Securities
$0
$0
26. Investments
5
$0
$0
27. Fixed Assets
6
$56,570
$80,229
28. Other Assets
7
$3,695
$4,710
29.
TOTAL ASSETS
$5,484,624
$7,105,057
LIABILITIES
LIABILITIES
Schedule
Number
Start of Reporting Period
(A)
End of Reporting Period
(B)
30. Accounts Payable
8
$0
$0
31. Loans Payable
9
$177,600
$0
32. Mortgages Payable
$0
$0
33. Other Liabilities
10
$3,196
$3,556
34. TOTAL
LIABILITIES
$180,796
$3,556
35. NET
ASSETS
$5,303,828
$7,101,501
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
$2,988,267
37. Per Capita Tax
$0
38. Fees, Fines,
Assessments, Work Permits
$13,539
39. Sale of Supplies
$9,740
40. Interest
$25,311
41. Dividends
$0
42. Rents
$26,839
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
$424,393
47. From Members for
Disbursement on Their Behalf
$0
48. Other Receipts
14
$284,286
49. TOTAL RECEIPTS
$3,772,375
CASH DISBURSEMENTS
SCH
AMOUNT
50.
Representational Activities
15
$139,552
51.
Political Activities and Lobbying
16
$51,222
52.
Contributions, Gifts, and Grants
17
$27,943
53. General
Overhead
18
$36,005
54. Union
Administration
19
$680,945
55. Benefits
20
$492,595
56. Per
Capita Tax
$189,675
57. Strike
Benefits
$0
58. Fees,
Fines, Assessments, etc.
$0
59. Supplies
for Resale
$0
60. Purchase
of Investments and Fixed Assets
4
$37,521
61. Loans
Made
2
$0
62.
Repayment of Loans Obtained
9
$0
63. To
Affiliates of Funds Collected on Their Behalf
$424,393
64. On
Behalf of Individual Members
$0
65. Direct
Taxes
$97,125
66. Subtotal
$2,176,976
67.
Withholding Taxes and Payroll Deductions
67a. Total
Withheld
$227,600
67b. Less Total
Disbursed
$227,240
67c.
Total Withheld But Not Disbursed
$360
68.
TOTAL DISBURSEMENTS
$2,176,616
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
$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
$37,521
$37,521
$37,521
AUTOMOBILE
$36,322
$36,322
$36,322
COMPUTER EQUIPMENT
$1,199
$1,199
$1,199
Less Reinvestments
$0
(The
total from Net Purchases Line will be automatically
entered in Item 60.)
Net Purchases
$37,521
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
:
2841 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
$279,429
$2,649
$282,078
C. Automobiles
and
Other Vehicles
$76,860
$16,047
$60,813
$60,813
D. Office
Furniture
and Equipment
$34,971
$34,746
$225
$225
E.
Other Fixed Assets
$29,402
$25,226
$4,176
$4,176
F. Totals of Lines A through E
(Column(D) Total will be automatically entered in Item
27, Column(B))
$435,677
$355,448
$80,229
$359,658
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))
$4,710
INVENTORY OF PROMOTIONAL ITEMS
$4,710
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
$177,600
$0
$0
$177,600
$0
Totals will be automatically entered in...
Item 31
Column (C)
Item 44
Item 62
Item 69
with Explanation
Item 31
Column (D)
BANK OF LABOR (PPP LOAN)
$177,600
$0
$0
$177,600
$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))
$3,556
PAYROLL WITHHOLDINGS NOT REMITTED AT YEAR END
$3,556
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
$400
$0
$201
$0
$601
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
S BUSINESS MGR/SECY-TREAS C
$195,851
$0
$34,979
$0
$230,830
I
Schedule 15
Representational Activities
45
%
Schedule 16
Political Activities and Lobbying
5
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
5
%
Schedule 19
Administration
45
%
A
B
C
CRANDALL
,
JAMIE
VP/REFERRAL OFFICER C
$129,810
$0
$8,573
$0
$138,383
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
$600
$0
$0
$0
$600
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
$500
$0
$0
$0
$500
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
$250
$0
$0
$0
$250
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
$400
$0
$803
$0
$1,203
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
$400
$0
$0
$0
$400
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
GARCIA
,
ANTHONY
TRUSTEE C
$400
$0
$0
$0
$400
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
$328,611
$0
$44,556
$0
$373,167
Less Deductions
$127,910
Net
Disbursements
$245,257
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
$82,504
$0
$0
$0
$82,504
I
Schedule 15
Representational Activities
0
%
Schedule 16
Political Activities and Lobbying
0
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
10
%
Schedule 19
Administration
90
%
A
B
C
GUSTAFSON
,
JUSTIN
ASSISTANT BUSINESS MGR NONE
$189,494
$0
$28,910
$0
$218,404
I
Schedule 15
Representational Activities
10
%
Schedule 16
Political Activities and Lobbying
15
%
Schedule 17
Contributions
0
%
Schedule 18
General Overhead
0
%
Schedule 19
Administration
75
%
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
$271,998
$0
$28,910
$0
$300,908
Less
Deductions
$99,690
Net Disbursements
$201,218
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)
424
Agency Fee Payers*
0
Total Members/Fee Payers
424
*Agency Fee Payers are
not considered members of the labor organization.
JOURNEYMAN
335
Yes
APPRENTICE
54
Yes
HELPER
35
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
$275,187
2. Named Payer
Non-itemized Receipts
$4,727
3. All Other Receipts
$4,372
4. Total
Receipts
$284,286
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
$27,943
6. Total
Disbursements
$27,943
SCHEDULE 15 REPRESENTATIONAL
ACTIVITIES
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$117,712
4. To Employees
$21,840
5. All Other
Disbursements
$0
6. Total
Disbursements
$139,552
SCHEDULE 18 GENERAL OVERHEAD
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$9,080
3. To Officers
$11,542
4. To Employees
$8,250
5. All Other
Disbursements
$7,133
6. Total
Disbursements
$36,005
SCHEDULE 16 POLITICAL
ACTIVITIES AND LOBBYING
1. Named Payee
Itemized Disbursements
$0
2. Named Payee
Non-itemized Disbursements
$0
3. To Officers
$18,461
4. To Employees
$32,761
5. All Other
Disbursements
$0
6. Total
Disbursements
$51,222
SCHEDULE 19 UNION
ADMINISTRATION
1. Named Payee
Itemized Disbursements
$79,392
2. Named Payee
Non-itemized Disbursements
$97,028
3. To Officers
$225,454
4. To Employees
$238,057
5. All Other
Disbursements
$41,014
6. Total
Disbursements
$680,945
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 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
$102,453
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$102,453
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
07/19/2021
$8,387
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
08/26/2021
$8,387
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
09/21/2021
$8,387
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
10/25/2021
$8,588
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
11/22/2021
$8,588
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
12/20/2021
$8,588
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
01/24/2022
$8,588
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
02/22/2022
$8,588
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
03/28/2022
$8,588
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
04/26/2022
$8,588
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
05/26/2022
$8,588
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
06/28/2022
$8,588
Name and Address
(A)
LOCAL ONE TRAINING & EDUCATION 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
$172,734
Total
Non-Itemized Transactions with this Payee/Payer
$4,727
Total of All Transactions with this
Payee/Payer for This Schedule
$177,461
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
07/19/2021
$14,129
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
08/26/2021
$14,129
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
09/21/2021
$14,129
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
10/25/2021
$14,483
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
11/22/2021
$14,483
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
12/20/2021
$14,483
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
01/24/2022
$14,483
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
02/22/2022
$14,483
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
03/28/2022
$14,483
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
04/26/2022
$14,483
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
05/26/2022
$14,483
SHARED ADMINISTRATIVE EXPENSE REIMBURSEMENT
06/28/2022
$14,483
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 15 -
REPRESENTATIONAL ACTIVITIES
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 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)
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
$9,080
Total of All Transactions with this
Payee/Payer for This Schedule
$9,080
Form LM-2 (Revised 2010); (Tech. Rev. 2/2013)
SCHEDULE 19 - UNION
ADMINISTRATION
FILE NUMBER:
005-986
Name and Address
(A)
BANK OF LABOR
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
$11,305
Total of All Transactions with this
Payee/Payer for This Schedule
$11,305
Name and Address
(A)
CHICAGO FEDERATION OF LABOR AFL-CIO
180 N. STETSON AVE. CHICAGO IL 60601
Type or Classification
(B)
LABOR ORGANIZATION
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$6,935
Total of All Transactions with this
Payee/Payer for This Schedule
$6,935
Name and Address
(A)
HAYES BOILER AND MECHANICAL
5959 HARLEM AVENUE 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
$10,061
Total of All Transactions with this
Payee/Payer for This Schedule
$10,061
Name and Address
(A)
HOGAN MARREN BABBO & ROSE
321 N. CLARK ST. SUITE 1 CHICAGO IL 60654
Type or Classification
(B)
LAW FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$36,894
Total
Non-Itemized Transactions with this Payee/Payer
$2,200
Total of All Transactions with this
Payee/Payer for This Schedule
$39,094
LEGAL FEES AND MONTHLY RETAINER
07/16/2021
$25,309
LEGAL FEES AND MONTHLY RETAINER
01/18/2022
$11,585
Name and Address
(A)
LASALLE CONSULTING PARTNERS
200 W. MADISON ST. #94 CHICAGO IL 60606
Type or Classification
(B)
COMPUTER CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$8,012
Total of All Transactions with this
Payee/Payer for This Schedule
$8,012
Name and Address
(A)
LEGACY PROFESSIONALS LLP
4 WESTBROOK CORP CNTR WESTCHESTER IL 60154
Type or Classification
(B)
ACCOUNTING FIRM
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$19,500
Total
Non-Itemized Transactions with this Payee/Payer
$12,643
Total of All Transactions with this
Payee/Payer for This Schedule
$32,143
AUDIT FEES FOR YEAR ENDED JUNE 30, 2021
10/06/2021
$19,500
Name and Address
(A)
PEOPLES GAS
200 E. RANDOLPH ST. CHICAGO IL 60601-6302
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
$7,173
Total of All Transactions with this
Payee/Payer for This Schedule
$7,173
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
$6,600
Total of All Transactions with this
Payee/Payer for This Schedule
$6,600
Name and Address
(A)
STARS & STRIPES SILK SCREENING
7560 W. 100TH PLACE BRIDGEVIEW IL 60455
Type or Classification
(B)
PROMOTIONAL ITEMS VENDOR
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$15,178
Total of All Transactions with this
Payee/Payer for This Schedule
$15,178
Name and Address
(A)
TASTY CATERING
1900 TOUHY AVE. ELK GROVE VILLAGE IL 60007
Type or Classification
(B)
FULL SERVICE CATERER
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
$22,998
Total
Non-Itemized Transactions with this Payee/Payer
$0
Total of All Transactions with this
Payee/Payer for This Schedule
$22,998
CATERING - ANNUAL PICNIC
08/05/2021
$8,300
CATERING - ANNUAL PICNIC
08/20/2021
$7,935
CATERING - ANNUAL PICNIC
05/19/2022
$6,763
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
Total
Non-Itemized Transactions with this Payee/Payer
$8,921
Total of All Transactions with this
Payee/Payer for This Schedule
$8,921
Name and Address
(A)
WIGHT & COMPANY
2500 NORTH FRONTAGE ROAD DARIEN IL 60561
Type or Classification
(B)
ARCHITECTURAL CONSULTANT
Purpose
(C)
Date
(D)
Amount
(E)
Total
Itemized Transactions with this Payee/Payer
Total
Non-Itemized Transactions with this Payee/Payer
$8,000
Total of All Transactions with this
Payee/Payer for This Schedule
$8,000
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.)
$492,595
ANNUITY FUND
TRUST
$71,808
HEALTH AND WELFARE FUND
TRUST
$57,935
LEGAL ASSISTANCE TRUST FUND
TRUST
$761
PENSION FUND - NATIONAL
TRUST
$173,795
PENSION FUND - OFFICERS' AND EMPLOYEES'
TRUST
$188,296
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 (FILE #1065). THE ACTIVITY OF THIS ACCOUNT IS NOT INCLUDED ON THIS LM-2 FILING.
Question 12: LEGACY PROFESSIONALS LLP
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 $6,145 IN PROMOTIONAL ITEMS DURING THE REPORTING PERIOD. IT IS NOT PRACTICAL TO SPECIFICALLY IDENTIFY ALL OF THE RECIPIENTS OF THESE ITEMS.
DURING THE YEAR ENDED JUNE 30, 2022, THE LOCAL TRADED IN AN AUTOMOBILE WITH A COST OF $36,300 AND A BOOK VALUE OF $0 AND RECEIVED A TRADE-IN ALLOWANCE OF $12,000.
Schedule 9, Row1:
Schedule 9, Row1:IN APRIL 2021, THE LOCAL RECEIVED A LOAN PURSUANT TO THE PAYCHECK PROTECTION PROGRAM, A PROGRAM IMPLEMENTED BY THE U.S. SMALL BUSINESS ADMINISTRATION UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT, FROM THE LOCALS FINANCIAL INSTITUTION, FOR AN AGGREGATE PRINCIPAL AMOUNT OF $177,600 (PPP LOAN). ON AUGUST 13, 2021, THE PPP LOAN WAS FORGIVEN BY THE U.S. SMALL BUSINESS ADMINISTRATION.
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, 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, 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.
General Information: 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 $1,641
AUTOMOBILE $10,135
FURNITURE AND EQUIPMENT $128
OTHER $1,958
TOTAL $13,862
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.