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BROTHERHOOD OF LOCOMOTIVE ENGINEERS & TRAINMEN: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BROTHERHOOD OF LOCOMOTIVE ENGINEERS & TRAINMEN (EIN 34-6000349)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-15
IRS object ID
202441369349316924
Schema version
2023v5.0
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

FieldValueIRS element (for citing)
Return2024-05-15T17:34:24-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341322309PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CIUNI & PANICHI INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line125201 CHAGRIN BLVD 200AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP441225683ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN346000349EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BROTHERHOOD OF LOCOMOTIVE ENGINEERSBusinessNameLine1Txt
Business Name Line2AND TRAINMENBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBROTBusinessNameControlTxt
Phone2162412630PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17061 EAST PLEASANT VALLEY ROADAddressLine1Txt
CityINDEPENDENCECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44131ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID P ESTESPersonNm
Person TitleNATIONAL SECRETARY-TREASURERPersonTitleTxt
Phone2162412630PhoneNum
Signature2024-04-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastESTESPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY R SPENCER CPAPreparerPersonNm
PTINP01367852PTIN
Phone2168317171PhoneNum
Preparation2024-04-18PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerEDWARD A HALLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17061 EAST PLEASANT VALLEY ROADAddressLine1Txt
CityINDEPENDENCECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44131ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$18,130,400GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.BLE-T.ORGWebsiteAddressTxt
Type Of Organization AssocYes (X)TypeOfOrganizationAssocInd
Formation1863FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTHE MISSION OF THE ORGANIZATION IS TO PROMOTE AND PROTECT THE (CONTINUED ON SCHEDULE O)RIGHTS, INTERESTS AND SAFETY OF ITS MEMBERSHIP THROUGH EDUCATION, AGGRESSIVE REPRESENTATION AND SOLIDARITY.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent0VotingMembersIndependentCnt
Total Employee93TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$17,690TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,477,879PYContributionsGrantsAmt
CY Contributions Grants$166,462CYContributionsGrantsAmt
PY Program Service Revenue$14,601,011PYProgramServiceRevenueAmt
CY Program Service Revenue$16,304,747CYProgramServiceRevenueAmt
PY Investment Income$129,117PYInvestmentIncomeAmt
CY Investment Income$401,056CYInvestmentIncomeAmt
PY Other Revenue$494,977PYOtherRevenueAmt
CY Other Revenue$265,430CYOtherRevenueAmt
PY Total Revenue$16,702,984PYTotalRevenueAmt
CY Total Revenue$17,137,695CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$9,149,939PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$8,909,112CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$8,312,743PYOtherExpensesAmt
CY Other Expenses$5,077,219CYOtherExpensesAmt
PY Total Expenses$17,462,682PYTotalExpensesAmt
CY Total Expenses$13,986,331CYTotalExpensesAmt
PY Revenues Less Expenses-$759,698PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$3,151,364CYRevenuesLessExpensesAmt
Total Assets BOY$28,843,394TotalAssetsBOYAmt
Total Assets EOY$32,983,921TotalAssetsEOYAmt
Total Liabilities BOY$1,602,550TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,434,066TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$27,240,844NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$31,549,855NetAssetsOrFundBalancesEOYAmt
MissionTHE MISSION OF THE ORGANIZATION IS TO PROMOTE AND PROTECT THE RIGHTS, INTERESTS AND SAFETY OF ITS MEMBERSHIP THROUGH EDUCATION, AGGRESSIVE REPRESENTATION AND SOLIDARITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescA MAJOR FOCUS FOR THE BLET IN 2023 WAS SECURING PAID SICK LEAVE AGREEMENTS AND QUALITY OF LIFE IMPROVEMENTS, BUILDING ON GAINS MADE IN THE NATIONAL AGREEMENT IN 2022. MORE THAN 19,000 ACTIVE MEMBERS NOW HAVE PAID SICK LEAVE FOR THE FIRST TIME EVER. THE BLET ALSO NEGOTIATED EIGHT NEW COLLECTIVE BARGAINING AGREEMENTS THAT WERE RATIFIED IN 2023. THESE NEWLY APPROVED AGREEMENTS PROVIDE SUBSTANTIAL WAGE INCREASES AND CONTRACTUAL IMPROVEMENTS FOR MORE THAN 2,000 MEMBERS. THE LARGEST AGREEMENT GOVERNS LOCOMOTIVE ENGINEERS AT AMTRAK. ADDITIONAL CONTRACTS WERE RATIFIED IN 2023 BY MEMBERS AT THE ILLINOIS RAILWAY, UNION RAILROAD, CP RAIL/SOO LINE, SPRINGFIELD TERMINAL, SOUTH BUFFALO RAILWAY, NEW ENGLAND CENTRAL AND KEOLIS RAIL SERVICES VIRGINIA (VRE).Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy TaxYes (1)SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related InvstYes (1)ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document18IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee93EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member0IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (1)ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID P ESTESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2162412630PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17061 EAST PLEASANT VALLEY ROADAddressLine1Txt
CityINDEPENDENCECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44131ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
EDWARD A HALL
NATIONAL PRESIDENT53.008.00Yes (X)Yes (X)$294,195$0$30,555
DAVID P ESTES
NATIONAL SECRETARY-TREASUR53.007.00Yes (X)Yes (X)$241,744$0$30,555
MARK L WALLACE
FIRST VICE PRESIDENT53.007.00Yes (X)Yes (X)$248,884$0$30,555
WILLIAM P LYONS
VICE PRESIDENT60.000.00Yes (X)Yes (X)$230,119$0$30,555
VINCENT G VERNA
VICE PRESIDENT60.000.00Yes (X)Yes (X)$236,103$0$30,555
GARRISON D BEST
VICE PRESIDENT60.000.00Yes (X)Yes (X)$229,194$0$30,555
LARRY R FANNON JR
VICE PRESIDENT60.000.00Yes (X)Yes (X)$228,003$0$30,555
RICHARD C GIBBONS
VICE PRESIDENT60.000.00Yes (X)Yes (X)$234,773$0$30,555
PETER M SEMENEK
VICE PRESIDENT60.000.00Yes (X)Yes (X)$228,394$0$30,555
JAMES A HOLDCRAFT
VICE PRESIDENT60.000.00Yes (X)Yes (X)$235,293$0$30,555
JAMES P LOUIS
VICE PRESIDENT60.000.00Yes (X)Yes (X)$235,371$0$30,555
RICHARD E CROW
NATIONAL DIVISION TRUSTEE8.000.00Yes (X)Yes (X)$37,077$0$0
PATRICK T DRISCOLL
NATIONAL DIVISION TRUSTEE8.000.00Yes (X)Yes (X)$23,008$0$0
KYLE J BAGBY
NATIONAL DIVISION TRUSTEE8.000.00Yes (X)Yes (X)$38,502$0$0
JOHN F FINK
DIRECTOR OF RESEARCH40.00$191,739$0$30,555Yes (X)
MICHAEL G COLLIER
DIRECTOR OF ACCOUNTING40.00$190,082$0$30,555Yes (X)
ALBERT D COOK III
DIRECTOR OF BENEFITS40.00$167,175$0$30,555Yes (X)
LUKE W MYERS
DIRECTOR OF BYLAW ADMINISTRATION40.00$160,760$0$30,555Yes (X)
MATTHEW C KRONYAK
SPECIAL REPRESENTATIVE56.00$168,183$0$30,555Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,618,599TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$488,880TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K16IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
WENTZ MCINERNEY PEIFER & PETROFF LLC
14 E GAY STREET FL 4COLUMBUSOH43215LEGAL SERVICES$326,458
MOSAIC
4801 VIEWPOINT PLCHEVERLYMD20781PRINT COMMUNICATIONS$153,430
CIUNI & PANICHI INC
25201 CHAGRIN BLVDCLEVELANDOH44122AUDIT SERVICES$136,827
KINGSTON RESORT OWNER LLC
9800 QUEENSWAY BLVDMYRTLE BEACHSC29572RESORT HOTEL$128,034
UNIONTRACK
3 RESEARCH PLROCKVILLEMD20850COMPUTER SERVICES$127,475
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
All Other Contributions$166,462AllOtherContributionsAmt
Total Contributions$166,462TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES900099$16,218,378$16,218,378
HEALTH INSURANCE REVENUE900099$68,981$68,981
REIMBURSED EXPENDITURES900099$15,642$15,642
SALE OF SUPPLIES900099$1,746$1,746
FieldValueIRS element (for citing)
Total Program Service Revenue$16,304,747TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$337,424TotalRevenueColumnAmt
Exclusion$337,424ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,056,337SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$976,049SecuritiesAmt
Other$16,656OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$80,288SecuritiesAmt
Other-$16,656OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$63,632TotalRevenueColumnAmt
Exclusion$63,632ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MISCELLANEOUS INCOME900099$170,703$170,703
BOND PREMIUMS900099$77,037$77,037
ADVERTISING INCOME513190$17,650$17,650

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$40TotalRevenueColumnAmt
Unrelated Business Revenue$40UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$265,430OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,137,695TotalRevenueColumnAmt
Related Or Exempt Func Income$16,552,487RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$17,690UnrelatedBusinessRevenueAmt
Exclusion$401,056ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$3,076,765TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,253,691TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,542,155TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,036,501TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$402,854TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$149,411TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$11,635TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$39,049TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$308,932TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$512,000TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,197,074TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$621TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$1,126,097TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$320,294TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
MISCELLANEOUS EXPENSE$228,076
SPECIAL PROGRAMS$225,412
BONDS AND INSURANCE$196,723
NEWSPAPER AND PUBLIC RE$182,453

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$176,588TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$13,986,331TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,917,250BOYAmt
EOY$6,352,809EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$518,638BOYAmt
EOY$650,380EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,249BOYAmt
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$503,867BOYAmt
EOY$329,299EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,722,619LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,318,878LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$487,329BOYAmt
EOY$403,741EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$11,686,219BOYAmt
EOY$17,865,731EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$7,074,804BOYAmt
EOY$6,869,980EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$604,520BOYAmt
EOY$446,023EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$49,518BOYAmt
EOY$65,958EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$28,843,394BOYAmt
EOY$32,983,921EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,599,219BOYAmt
EOY$1,425,179EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,331BOYAmt
EOY$8,887EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,602,550BOYAmt
EOY$1,434,066EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$27,240,844BOYAmt
EOY$31,549,855EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$27,240,844BOYAmt
EOY$31,549,855EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$28,843,394BOYAmt
EOY$32,983,921EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$3,151,364ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,362,471NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$204,824OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule C IRS990ScheduleC

Section527 Political Org Section527PoliticalOrgGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1B L E T PAC FUNDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line17061 EAST PLEASANT VALLEY ROADAddressLine1Txt
CityINDEPENDENCECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44131ZIPCd
FieldValueIRS element (for citing)
EIN010681417EIN
Contributions Rcvd Dlvr$226,398ContributionsRcvdDlvrAmt
FieldValueIRS element (for citing)
Substantially All Dues NondedYes (1)SubstantiallyAllDuesNondedInd
Only In House Lobbying0OnlyInHouseLobbyingInd
Agree Carryover Prior Year0AgreeCarryoverPriorYearInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets Sale0SolicitedAssetsSaleInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$985,141OtherCostOrOtherBasisAmt
Depreciation$602,537DepreciationAmt
Book Value$382,604BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$737,478OtherCostOrOtherBasisAmt
Depreciation$716,341DepreciationAmt
Book Value$21,137BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$403,741TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescMERRILL LYNCH FUNDSDesc
Book Value$17,865,731BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$17,865,731TotalBookValueSecuritiesAmt

Invst Program Related Org InvstProgramRelatedOrgGrp

FieldValueIRS element (for citing)
DescINVESTMENT IN THE BLET BADesc
Book Value$6,869,980BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Program Rltd$6,869,980TotalBookValueProgramRltdAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCAPITAL LEASE OBLIGATIONSDesc
Amt$8,887Amt
FieldValueIRS element (for citing)
Total Liability$8,887TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$18,500,166TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,362,471NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,362,471RevenueNotReportedAmt
Revenue Subtotal$17,137,695RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$17,137,695TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$13,986,331TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$13,986,331ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$13,986,331TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 4:COLLECTION OF CUSTOM RAILROAD PAINTINGS IN ITS MUSEUM LOCATED IN THE INDEPENDENCE NATIONAL DIVISION OFFICE.
PART X, LINE 2:THE BROTHERHOOD AND ITS WHOLLY OWNED AFFILIATE, THE BUILDING ASSOCIATION, ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(5) AND SECTION 501(C)(2) OF THE INTERNAL REVENUE CODE (IRC), RESPECTIVELY. THE BLET PAC IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 527 OF THE IRC. HOWEVER, NET INCOME OF THE ORGANIZATION DERIVED FROM UNRELATED BUSINESS INCOME IS NOT EXEMPT. INVESTMENT INCOME EARNED BY THE BLET PAC IS SUBJECT TO FEDERAL INCOME TAXES. THE BLET PAC GENERATED NO TAXABLE INCOME FOR THE YEAR ENDED DECEMBER 31, 2023. THE ORGANIZATION CLASSIFIES INTEREST AND PENALTIES RELATED TO INCOME TAX MATTERS AS OTHER EXPENSE IN THE ACCOMPANYING CONSOLIDATED STATEMENT OF ACTIVITIES. AS OF DECEMBER 31, 2023, THE ORGANIZATION HAS IDENTIFIED NO UNCERTAIN INCOME TAX POSITIONS AND HAS INCURRED NO AMOUNTS FOR INCOME TAX PENALTIES AND INTEREST FOR THE YEAR THEN ENDED. THE ORGANIZATION MAY RECOGNIZE THE TAX BENEFIT FROM A TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES BASED ON THE TECHNICAL MERITS OF THE POSITION. EXAMPLES OF TAX POSITIONS INCLUDE THE TAX-EXEMPT STATUS OF THE ORGANIZATION AND VARIOUS POSITIONS RELATED TO THE POTENTIAL SOURCES OF UNRELATED BUSINESS TAXABLE INCOME. THE ORGANIZATION HAS ANALYZED ITS TAX POSITIONS TAKEN FOR FILINGS WITH THE INTERNAL REVENUE SERVICE. MANAGEMENT BELIEVES THAT THE ORGANIZATION'S INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE ORGANIZATION'S CONSOLIDATED FINANCIAL POSITION, CHANGES IN NET ASSETS, OR CASH FLOWS.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Payments For Use Of ResidenceYes (X)PaymentsForUseOfResidenceInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation Required0SubstantiationRequiredInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
EDWARD A HALL
NATIONAL PRESIDENT$293,195$0$1,000$0$0$0$0$0$30,555$0$324,750$0$0$0
MARK L WALLACE
FIRST VICE PRESIDENT$247,884$0$1,000$0$0$0$0$0$30,555$0$279,439$0$0$0
DAVID P ESTES
NATIONAL SECRETARY-TREASUR$240,744$0$1,000$0$0$0$0$0$30,555$0$272,299$0$0$0
VINCENT G VERNA
VICE PRESIDENT$235,103$0$1,000$0$0$0$0$0$30,555$0$266,658$0$0$0
JAMES P LOUIS
VICE PRESIDENT$234,371$0$1,000$0$0$0$0$0$30,555$0$265,926$0$0$0
JAMES A HOLDCRAFT
VICE PRESIDENT$234,293$0$1,000$0$0$0$0$0$30,555$0$265,848$0$0$0
RICHARD C GIBBONS
VICE PRESIDENT$233,773$0$1,000$0$0$0$0$0$30,555$0$265,328$0$0$0
WILLIAM P LYONS
VICE PRESIDENT$229,119$0$1,000$0$0$0$0$0$30,555$0$260,674$0$0$0
GARRISON D BEST
VICE PRESIDENT$228,194$0$1,000$0$0$0$0$0$30,555$0$259,749$0$0$0
PETER M SEMENEK
VICE PRESIDENT$227,394$0$1,000$0$0$0$0$0$30,555$0$258,949$0$0$0
LARRY R FANNON JR
VICE PRESIDENT$227,003$0$1,000$0$0$0$0$0$30,555$0$258,558$0$0$0
JOHN F FINK
DIRECTOR OF RESEARCH$190,739$0$1,000$0$0$0$0$0$30,555$0$222,294$0$0$0
MICHAEL G COLLIER
DIRECTOR OF ACCOUNTING$189,082$0$1,000$0$0$0$0$0$30,555$0$220,637$0$0$0
MATTHEW C KRONYAK
SPECIAL REPRESENTATIVE$167,183$0$1,000$0$0$0$0$0$30,555$0$198,738$0$0$0
ALBERT D COOK III
DIRECTOR OF BENEFITS$166,175$0$1,000$0$0$0$0$0$30,555$0$197,730$0$0$0
LUKE W MYERS
DIRECTOR OF BYLAW ADMINISTRATION$159,760$0$1,000$0$0$0$0$0$30,555$0$191,315$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 4BLET MADE CHANGES TO ITS BYLAWS FOLLOWING ITS QUADRENNIAL CONVENTION HELD IN OCTOBER, 2022. THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS APPROVED THE CHANGES IN OCTOBER, 2023.
FORM 990, PART VI, SECTION A, LINE 6CLASSES OF MEMBERS OR STOCKHOLDERS: THE ORGANIZATION IS A CRAFT UNION CONSISTING OF 51,660 ACTIVE AND RETIRED MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7AELECTION OF MEMBERS AND THEIR RIGHTS: TO BE ELIGIBLE TO VOTE IN THE ELECTION OF NATIONAL DIVISION OFFICERS, A MEMBER IN GOOD STANDING MUST HAVE HIS/HER DUES PAID UP THROUGH THE MONTH PRIOR TO THE MONTH IN WHICH THE ELECTION IS HELD. THE OFFICERS OF THE NATIONAL DIVISION SHALL BE ELECTED FROM THE MEMBERSHIP BY DIRECT MEMBERSHIP VOTING AND SHALL BE THE NATIONAL PRESIDENT, FIRST VICE-PRESIDENT, WHO WILL BE THE ALTERNATE NATIONAL PRESIDENT, NATIONAL SECRETARY-TREASURER, EIGHT VICE PRESIDENTS, ONE OF WHICH SHALL BE THE NATIONAL LEGISLATIVE REPRESENTATIVE, AND THREE TRUSTEES. THESE OFFICERS COLLECTIVELY SHALL CONSTITUTE THE ADVISORY BOARD.
FORM 990, PART VI, SECTION B, LINE 11BORGANIZATION'S PROCESS TO REVIEW FORM 990: A COPY OF THE FORM 990 WAS PRESENTED TO THE EXECUTIVE COMMITTEE MEMBERS OF THE GOVERNING BODY FOR REVIEW AFTER BEING PREPARED BY THE UNION'S INDEPENDENT ACCOUNTANTS AND REVIEWED BY THE ORGANIZATION'S DIRECTOR OF THE ACCOUNTING DEPARTMENT.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION PROCESS FOR TOP OFFICIALS THE UNION'S COMMITTEE ON SALARIES REVIEWS OFFICER COMPENSATION AND MAKES RECOMMENDATIONS WHICH ARE VOTED ON BY THE DELEGATES TO THE ORGANIZATION'S QUADRENNIAL NATIONAL CONVENTION. BETWEEN CONVENTIONS OFFICERS' SALARY INCREASES WILL BE GRANTED ON THE BASIS OF THE AVERAGE MONETARY ALLOWANCES/INCREASES OR COLA ADJUSTMENTS, WHICHEVER IS APPLICABLE, OBTAINED FOR ENGINEERS THROUGH THE CONCERTED NATIONAL WAGE MOVEMENTS OF CLASS ONE RAILROADS. COMPENSATION PROCESS FOR OFFICERS THE UNION'S COMMITTEE ON SALARIES REVIEWS OFFICER COMPENSATION AND MAKES RECOMMENDATIONS WHICH ARE VOTED ON BY THE DELEGATES TO THE ORGANIZATION'S QUADRENNIAL NATIONAL CONVENTION. BETWEEN CONVENTIONS OFFICERS' SALARY INCREASES WILL BE GRANTED ON THE BASIS OF THE AVERAGE MONETARY ALLOWANCES/INCREASES OR COLA ADJUSTMENTS, WHICHEVER IS APPLICABLE, OBTAINED FOR ENGINEERS THROUGH THE CONCERTED NATIONAL WAGE MOVEMENTS OF CLASS ONE RAILROADS.
FORM 990, PART VI, SECTION C, LINE 18GOVERNING DOCUMENTS DISCLOSURE EXPLANATION THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST AT THE HEADQUARTERS BETWEEN THE HOURS OF 9:00 A.M. - 4:00 P.M., EASTERN, MONDAY THROUGH FRIDAY EXCLUDING HOLIDAYS.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS DISCLOSURE EXPLANATION THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST AT THE HEADQUARTERS BETWEEN THE HOURS OF 9:00 A.M. - 4:00 P.M., EASTERN, MONDAY THROUGH FRIDAY EXCLUDING HOLIDAYS.
FORM 990, PART XI, LINE 9:INCOME/(LOSS) FROM SUBSIDIARY -204,824.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
BLE BUILDING ASSOCIATION
7061 EAST PLEASANT VALLEY ROADINDEPENDENCEOH44131340116410OFFICE RENTOH501(C)20
BLET PAC FUND
7061 EAST PLEASANT VALLEY ROADINDEPENDENCEOH44131010681417SEG FUNDOH5270
BLET GROUP RETURN
7061 EAST PLEASANT VALLEY ROADINDEPENDENCEOH44131237381451UNIONOH501(C)50
BLET DISABILITY AND WELFARE BENEFIT
7061 EAST PLEASANT VALLEY ROADINDEPENDENCEOH44131300262584BENEFITSOH501(C)90
FRANKLIN P GREENE EDUCATIONAL LOAN
7061 EAST PLEASANT VALLEY ROADINDEPENDENCEOH44131346538928PRIVATE FDOH501(C)30
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1BLET BUILDING ASSOCIATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeKTransactionTypeTxt
Involved$512,000InvolvedAmt
Method Of Amount DeterminationPER MONTHLY CHARGEMethodOfAmountDeterminationTxt