2026-03-30T15:07:30-05:00 2025-12-31 921479802 Grassi Advisory Group Inc 6 Omni Way Suite 201 Chelmsford MA 01824 990 2025-01-01 042086355 Utility Workers of America AFL-CIO Local Union 369 UTIL 7818483740 68 Sagamore Street Quincy MA 02171 Daniel P Leary President 7818483740 2026-03-12 1 Jayne A Andrews P00514653 9784522500 2026-03-12 2025 2025-03-06 01:10:19Z Daniel P Leary 68 Sagamore Street Quincy MA 02171 4544547 0 X WWW.UWUA369.ORG X UNION 1950 MA TO IMPROVE WAGES, HOURS, WORKING CONDITIONS AND OTHER ECONOMIC ADVANTAGES THROUGH ORGANIZATOIN. TO OVERSEE ARBITRATION AND REVIEW ALL GRIEVANCES. TO SUPPORT LABOR MOVEMENT IN MASSACHUSETTS. 17 17 0 0 0 0 2837 0 3757526 3944447 257736 206446 26976 24863 4045075 4175756 0 0 0 0 1025141 1055543 0 0 0 1778204 1914835 2803345 2970378 1241730 1205378 10425286 11981679 98174 92610 10327112 11889069 Improved wages, hours, working conditions and other economic advantages through organization. To oversee arbitration and review all grievances. to support labor movement in Massachusetts. 0 0 2970378 To negotiate contracts, arbitrate cases and conduct all other necessary activities to ensure proper working conditions and economic advantages for the membership and to carry on organizing activities to attract new members. 2970378 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X Massimino CPA LLC 9786846694 6 Omni Way Suite 201 Chelmsford MA 01824 DANIEL P LEARY PRESIDENT 40.00 X X 218170 0 0 CRAIG CONNOLLY TREASURER 40.00 X X 225702 0 0 ROBERT SENIER EXECUTIVE VP 40.00 X X 218170 0 0 STEVE MILIONIS BUSINESS AGENT 40.00 X X 210034 0 0 Darlene Arcese EXECUTIVE BOARD 5.00 X X 6287 0 0 WILLIAM BURKE EXECUTIVE BOARD 5.00 X X 6287 0 0 JOHN DUGGAN EXECUTIVE BOARD 5.00 X X 6287 0 0 TYRONE EDWARDS EXECUTIVE BOARD 5.00 X X 6287 0 0 RICHARD HUGHES EXECUTIVE BOARD 5.00 X X 6287 0 0 Scot Hunter EXECUTIVE BOARD 5.00 X X 6287 0 0 WAYNE LIMA EXECUTIVE BOARD 5.00 X X 6287 0 0 ED LONG EXECUTIVE BOARD 5.00 X X 6287 0 0 SCOTT MILLER EXECUTIVE BOARD 5.00 X X 6287 0 0 KELLY MULLEN EXECUTIVE BOARD 5.00 X X 6287 0 0 Heather Munroe EXECUTIVE BOARD 5.00 X X 6287 0 0 SHAUNE PERRY EXECUTIVE BOARD 5.00 X X 6287 0 0 CHARLES SECORD EXECUTIVE BOARD 5.00 X X 6287 0 0 JARED SMITH EXECUTIVE BOARD 5.00 X X 6287 0 0 STEPHEN SULLIVAN EXECUTIVE BOARD 5.00 X X 6287 0 0 JOHN TAGLIERI EXECUTIVE BOARD 5.00 X X 6287 0 0 Mark Teixeira EXECUTIVE BOARD 5.00 X X 6287 0 0 Frank Carino Trustee 0.00 X 0 0 0 Brendan Lee Trustee 0.00 X 0 0 0 Matthew Marfione Trustee 0.00 X 0 0 0 James Pinkham Trustee 0.00 X 0 0 0 Mark A Wisnes Trustee 0.00 X 0 0 0 978955 0 0 4 0 1 0 0 DUES & ASSESSMENTS 900099 3944447 3944447 3944447 135387 135387 439850 368791 71059 71059 71059 OTHER INCOME 900099 13650 13650 TICKET INCOME 900099 11213 11213 24863 4175756 3969310 0 206446 982116 982116 73427 73427 33967 33967 62532 62532 102474 102474 43194 43194 107397 107397 3265 3265 127791 127791 52620 52620 Per Capita Tax 1218604 1218604 Arbitration Fees 91063 91063 Social Fund Expense 29152 29152 Contributions and Gifts 18260 18260 24516 24516 2970378 2970378 0 0 1582369 2557255 122975 121476 17952 11392 4070223 495225 3664323 3574998 4992792 5715558 44875 1000 10425286 11981679 98174 92610 98174 92610 X 10327112 11889069 10327112 11889069 10425286 11981679 1205378 356579 0 X 0 1 X 1 0 1 1 0 226176 226176 3457888 246610 3211278 386159 248615 137544 3574998 X 4589928 356579 91560 448139 4141789 33967 33967 4175756 2998179 61768 61768 2936411 33967 33967 2970378 Part X, Line 2: THE LOCAL HAS BEEN GRANTED TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE (IRC) SECTION 501(C)(5). THEREFORE, IT IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED FOR IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE LOCAL IS REQUIRED BY ASC 750-10, "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES," TO EVALUATE AND DISCLOSE TAX POSITIONS THAT COULD HAVE AN EFFECT ON THE LOCAL'S FINANCIAL STATEMENTS. THE LOCAL REPORTS ITS ACTIVITIES TO THE INTERNAL REVENUE SERVICE ON AN ANNUAL BASIS. THESE INFORMATIONAL RETURNS ARE GENERALLY SUBJECT TO AUDIT AND REVIEW FOR A PERIOD OF THREE YEARS AFTER FILING. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO REVIEW BY TAXING AUTHORITIES FOR PERIODS BEFORE 2022. SUBSTANTIALLY ALL OF THE LOCAL'S INCOME, EXPENDITURES, AND ACTIVITIES RELATE TO ITS EXEMPT PURPOSE. THEREFORE, MANAGEMENT HAS DETERMINED THAT THE LOCAL IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAXES AND WILL CONTINUE TO QUALIFY AS A TAX- EXEMPT ENTITY. Part XI, Line 2d - Other Adjustments: Golf Tournament Income from Consolidated Entity Part XII, Line 2d - Other Adjustments: Golf Tournament Income from Consolidated Entity 1 0 0 0 CRAIG CONNOLLY TREASURER 225702 0 0 0 0 0 0 0 0 0 225702 0 0 0 DANIEL P LEARY PRESIDENT 218170 0 0 0 0 0 0 0 0 0 218170 0 0 0 ROBERT SENIER EXECUTIVE VP 218170 0 0 0 0 0 0 0 0 0 218170 0 0 0 STEVE MILIONIS BUSINESS AGENT 210034 0 0 0 0 0 0 0 0 0 210034 0 0 0 Form 990, Part VI, Section A, line 6 The Union is a Sec. 501(C)(5) Membership Organization. Form 990, Part VI, Section A, line 7a All positions are elected by the membership. Form 990, Part VI, Section A, line 7b Some decisions of the governing body are subject to approval by the members. Form 990, Part VI, Section B, line 11b The 990 is reviewed by the executive committee prior to filing. Form 990, Part VI, Section B, line 12c TRUSTEES AND OFFICERS MUST ATTEND TRAINING AND INSTRUCTION IN THE RELEVANT LAWS, REGULATIONS, AND BEST PRACTICES THAT GOVERN THE FIDUCIARY ASPECTS OF UNION ADMINISTRATION EVERY THREE YEARS. IN ADDITION, ALL CONFLICTS OF INTEREST ARE BROUGHT TO THE ATTENTION OF THE EXECUTIVE BOARD WHICH DETERMINES APPROPRIATE ACTION. Form 990, Part VI, Section B, line 15 The process is stated in the by-laws. The President, Secretary-Treasurer, and Business Agents are compensated at 11% higher than the highest rate in the Local as of December 13, 2009 with annual increases effective January 1st equal to the lowest General Wage Increase in any collective bargaining agreement of any of the units in the Local during the prior year. The process is stated in the by-laws. Form 990, Part VI, Section C, line 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.