2024-11-07T14:56:45-06:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-01-01 530088590 INTERNATIONAL UNION OF OPERATING ENGINEERS INTE 2024299100 1125 17TH STREET NW WASHINGTON DC 20036 JAMES T CALLAHAN GENERAL PRESIDENT 2024299100 2024-11-07 1 1 ERIN CRANMER P01712644 2023319880 2024-11-07 2023 2024-10-15 13:58:12Z JAMES T CALLAHAN 1125 17TH STREET NW WASHINGTON DC 20036 165447949 0 X WWW.IUOE.ORG X 1896 DC TO EVALUATE THE TRADE OF OPERATING ENGINEERS TO ITS PROPER POSITION IN ALL INDUSTRIAL ACTIVITY AND THE RANKS OF ORGANIZED WORKERS.TO ORGANIZE ALL WORKERS FOR THE ECONOMIC MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION. 21 0 203 0 0 0 0 0 68965316 71082003 17366704 18459749 2432215 3695073 88764235 93236825 0 943897 11734106 1882212 41320076 42755266 0 0 0 37431446 32603297 90485628 78184672 -1721393 15052153 576822114 591837931 175650991 155177928 401171123 436660003 TO ELEVATE THE TRADE OF OPERATING ENGINEERS TO ITS PROPER POSITION IN ALL INDUSTRIAL ACTIVITY AND THE RANKS OF ORGANIZED WORKERS.TO ORGANIZE ALL WORKERS FOR THE ECONOMIC MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION. 0 0 TO ORGANIZE ALL WORKERS FOR THE ECONOMIC, MORAL, AND SOCIAL ADVANCEMENT OF THEIR CONDITION. 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 1 29 0 1 203 1 0 1 CA 0 0 0 0 0 0 X 21 0 1 0 0 0 1 1 0 1 1 0 1 1 1 1 0 1 1 1 0 0 0 X MIKE ANTROBUS 2024299100 1125 17TH STREET NW WASHINGTON DC 20036 CALLAHAN JAMES T PRESIDENT 40.00 X X 496307 0 172567 CALLAHAN THOMAS A VICE PRESIDENT 40.00 X X 116711 0 39471 COCHRANE BRIAN VICE PRESIDENT 40.00 X X 110008 0 39471 CURLY EDWARD J VICE PRESIDENT 40.00 X X 117422 0 39471 GALLAGHER MICHAEL VICE PRESIDENT 40.00 X X 110008 0 39471 KELLY PATRICK J VICE PRESIDENT 40.00 X X 116602 0 39471 KONOPASKI DAREN R VICE PRESIDENT 40.00 X X 115520 0 39471 LALEVEE GREGORY VICE PRESIDENT 40.00 X X 115153 0 39471 LYNN WILLIAM M VICE PRESIDENT 40.00 X X 115042 0 39471 MCGOWAN TERRANCE E VICE PRESIDENT 40.00 X X 123264 0 39471 REDING DANNY D VICE PRESIDENT 40.00 X X 117444 0 39471 SINGLETARY CHARLES R VICE PRESIDENT 40.00 X X 116602 0 39471 STOCKWELL DOUGLAS W VICE PRESIDENT 40.00 X X 115520 0 39471 SWEENEY JAMES SECRETARY-TREASURER 40.00 X X 176245 0 61805 VANDYKE JOSHUA J VICE PRESIDENT 40.00 X X 115150 0 39471 WHITE JAMES J VICE PRESIDENT 40.00 X X 123264 0 39471 BROWN KUBA J TRUSTEE 40.00 X 38252 0 11717 CHRISTIAN EDWIN L TRUSTEE 40.00 X 36684 0 11717 FLORENCE BARTON D TRUSTEE 40.00 X 36717 0 11717 MCLAUGHLIN WILLIAM D TRUSTEE 40.00 X 24285 0 7752 SIKORSKI DAVID K TRUSTEE 40.00 X 35751 0 11717 GEORGE TERRY T DIRECTOR JURISDICTION 40.00 X 436386 0 139096 MCGUIRE MATTHEW G GENERAL COUNSEL 40.00 X 412800 0 149311 GIACIN JOSEPH A CHIEF OF STAFF 40.00 X 395565 0 99054 ANTROBUS MICHAEL J CHIEF FINANCIAL OFFICER 40.00 X 379286 0 157568 DOWNEY JOHN L CHIEF OF STAFF 40.00 X 327474 0 150151 ANDERSON PAUL DIRECTOR ORGANIZING 40.00 X 331120 0 131695 HOPP RANDALL R ASSOCIATE GENERAL COUNSEL 40.00 X 322691 0 147160 CREMINS TIMOTHY T REGIONALPOLITICAL DIRECTOR 40.00 X 322287 0 113407 SOTH JEFFREY R POLITICAL DIRECTOR 40.00 X 300354 0 121487 PERO ALAN REGIONAL DIRECTOR 40.00 X 289616 0 133956 5989530 0 2184471 91 0 1 0 IMS TECHNOLOGY SERVICES 3055 MCCANN FARM DRIVE GARNET VALLEY PA 19061 IT SERVICES 555143 SOLVERE ONE 22365 BRODERICK DRIVE SUITE 100 DULLES VA 20166 IT SERVICES 506274 ZENITH AMERICAN SOLUTIONS 302 KNIGHTS RUN AVENUE STE 1100 TAMPA FL 33602 TECHNOLGY SOLUTIONS 369200 STEP LEADER STRATEGIES LLC 1 COVERED BRIDGE DRIVE GUILFORD CT 06437 STRATEGY CONSULTANT 191430 HAMBURGER GROUP CREATIVE 5614 CONNECTICUT AVENUE NW WASHINGTON DC 20015 COMMUNICATIONS 150000 11 MEMBERSHIP DUES 900003 71082003 71082003 71082003 12608129 12608129 702236 702236 1177378 0 1177378 1177378 1177378 77826621 71975001 5851620 5851620 5851620 130724 236123 -105399 -105399 SUNDRY 900003 1920858 1920858 1920858 93236825 72897462 0 20339363 878897 65000 1882212 5960230 15156836 16895116 3333056 1410028 300468 138622 345935 2064518 1455117 2830737 199468 870532 2755977 5072528 4268068 4078547 892668 604551 TRANSFER TO EPEC EDUCAT 2997300 POLITICAL CONTRIBUTIONS 2405200 ORGANIZING & EDUCATIONA 900905 AUTOMOBILE OPERATIONS A 198075 224081 78184672 6361682 9374850 2844361 2267514 198210146 201647311 140576 211088 750645 506825 38242321 26630849 12280982 11611472 355697477 365663276 536245 555595 576822114 591837931 2259006 3377024 173391985 151800904 175650991 155177928 X 401171123 436660003 401171123 436660003 576822114 591837931 X 15052153 26821401 -6384674 X X 0 1 X 1 0 EPEC SEPARATE EDUCATION FUND 1125 17TH STREET NW WASHINGTON DC 20036 134312872 2526897 EARN INT'L UNION OF OPERATING ENGINEERS 1125 17TH STREET NW WASHINGTON DC 20036 813747912 1000000 EPEC NY EDUCATION FUND 1125 17TH STREET NW WASHINGTON DC 20036 760833676 770403 1 0 0 704775 704775 20312649 12282044 8030605 2149943 929826 1220117 14955455 13314301 1641154 119499 104678 14821 11611472 ACCRUED ORGANIZING GRANTS 500000 ACCRUED POSTRETIREMENT BENEFIT COST 47865536 ACCRUED SEVERENCE PLAN COST 1984098 LOANS PAY - TRAINING CENTER 101451270 151800904 X PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS ADVISED THAT THE INTERNATIONAL UNION QUALIFIES UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. AS OF DECEMBER 31, 2023, THE STATUTE OF LIMITATIONS FOR THE TAX YEARS 2020 THROUGH 2022 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES THAT THE INTERNATIONAL UNION FILES A RETURN. THE INTERNATIONAL UNION FOLLOWS THE PROVISIONS OF U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE PROVISIONS PRESCRIBE A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENTS RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THIS HAD NO IMPACT THE INTERNATIONAL UNION'S FINANCIAL STATEMENTS. 0 NORTH AMERICA 1 11 PROGRAM SERVICES TO ORGANIZE ALL WORKERS FOR THE ECONOMIC, MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS. 2655524 NORTH AMERICA 1 11 GRANTS TO RECIPIENTS LOCATED IN REGION 65000 1 11 0 0 1 11 2720524 0 2720524 NORTH AMERICA GENERAL SUPPORT 30000 CHECK 0 NORTH AMERICA GENERAL SUPPORT 20000 CHECK 0 NORTH AMERICA GENERAL SUPPORT 15000 CHECK 0 1 2 0 0 0 0 0 0 0 OPERATING ENGINEERS NATIONAL CHARITY FUND 1125 17TH STREET NW WASHINGTON DC 20036 260272760 501(C)(3) 600497 0 GENERAL SUPPORT MARCH OF DIMES INC 1550 CRYSTAL DR SUITE 1300 ARLINGTON VA 22202 131846366 501(C)(3) 25000 0 GENERAL SUPPORT NATIONAL ASSOCIATION FOR THE ADVANCEMENT OF COLORED PEOPLE 4805 MOUNT HOPE DR BALTIMORE MD 21215 384108034 501(C)(4) 20000 0 GENERAL SUPPORT DIABETES RESEARCH INSTITUTE 200 SOUTH PARK ROAD SUITE 100 HOLLYWOOD FL 33021 591361955 501(C)(3) 10000 0 GENERAL SUPPORT THE ASSOCIATION OF UNION CONSTRUCTORS 1501 LANGSTON BLVD STE 202 ARLINGTON VA 22209 310784427 501(C)(6) 10000 0 GENERAL SUPPORT PIPE LINE CONTRACTORS ASSOCIATION 3100 CLARENDON BLVD STE 620 ARLINGTON VA 22201 750756831 501(C)(6) 8500 0 GENERAL SUPPORT NATIONAL ALLIANCE FOR FAIR CONTRACTING 905 16TH ST NW FL 4 WASHINGTON DC 20006 371380206 501(C)(5) 75000 0 GENERAL SUPPORT CONGRESSIONAL FOOTBALL GAME FOR CHARITY INC 300 NEW JERSEY AVE NW STE 900 WASHINGTON DC 20001 822470508 501(C)(3) 10000 0 GENERAL SUPPORT NATIONAL MAINTENANCE AGREEMENTS LABOR-MANAGEMETN POLICY COMMITTEE 1501 LANGSTON BLVD STE 202 ARLINGTON VA 22209 521289622 501(C)(6) 10000 0 GENERAL SUPPORT DISTRIBUTION CONTRACTORS ASSOCIATION 101 W RENNER RD STE 460 RICHARDSON TX 75082 730714965 501(C)(6) 10000 0 GENERAL SUPPORT LABORLAB 210 E LYNDALE AVE HELENA MT 59601 863783640 501(C)(3) 25000 0 GENERAL SUPPORT NATIONAL ASSOCIATION FOR BUILDING TRADES UNION 815 16TH STREET NW WASHINGTON DC 20006 530025755 501(C)(5) 25000 0 GENERAL SUPPORT 5 7 X X X X X 1 1 X X 0 0 0 CALLAHAN JAMES T PRESIDENT 469503 0 0 0 26804 0 147134 0 25433 0 668874 0 0 0 GEORGE TERRY T DIRECTOR JURISDICTION 254043 0 0 0 182343 0 113663 0 25433 0 575482 0 0 0 MCGUIRE MATTHEW G GENERAL COUNSEL 364603 0 0 0 48197 0 138045 0 11266 0 562111 0 0 0 ANTROBUS MICHAEL J CHIEF FINANCIAL OFFICER 310405 0 0 0 68881 0 132135 0 25433 0 536854 0 0 0 GIACIN JOSEPH A CHIEF OF STAFF 143444 0 0 0 252121 0 73621 0 25433 0 494619 0 0 0 DOWNEY JOHN L CHIEF OF STAFF 281712 0 0 0 45762 0 119365 0 30786 0 477625 0 0 0 HOPP RANDALL R ASSOCIATE GENERAL COUNSEL 285611 0 0 0 37080 0 121727 0 25433 0 469851 0 0 0 ANDERSON PAUL DIRECTOR ORGANIZING 257871 0 0 0 73249 0 106262 0 25433 0 462815 0 0 0 CREMINS TIMOTHY T REGIONALPOLITICAL DIRECTOR 208375 0 0 0 113912 0 87974 0 25433 0 435694 0 0 0 PERO ALAN REGIONAL DIRECTOR 250295 0 0 0 39321 0 103170 0 30786 0 423572 0 0 0 SOTH JEFFREY R POLITICAL DIRECTOR 260792 0 0 0 39562 0 110221 0 11266 0 421841 0 0 0 SWEENEY JAMES SECRETARY-TREASURER 156786 0 0 0 19459 0 61637 0 168 0 238050 0 0 0 MCGOWAN TERRANCE E VICE PRESIDENT 100008 0 0 0 23256 0 39303 0 168 0 162735 0 0 0 WHITE JAMES J VICE PRESIDENT 100008 0 0 0 23256 0 39303 0 168 0 162735 0 0 0 REDING DANNY D VICE PRESIDENT 100008 0 0 0 17436 0 39303 0 168 0 156915 0 0 0 CURLY EDWARD J VICE PRESIDENT 100008 0 0 0 17414 0 39303 0 168 0 156893 0 0 0 CALLAHAN THOMAS A VICE PRESIDENT 100008 0 0 0 16703 0 39303 0 168 0 156182 0 0 0 KELLY PATRICK J VICE PRESIDENT 100008 0 0 0 16594 0 39303 0 168 0 156073 0 0 0 SINGLETARY CHARLES R VICE PRESIDENT 100008 0 0 0 16594 0 39303 0 168 0 156073 0 0 0 KONOPASKI DAREN R VICE PRESIDENT 100008 0 0 0 15512 0 39303 0 168 0 154991 0 0 0 STOCKWELL DOUGLAS W VICE PRESIDENT 100008 0 0 0 15512 0 39303 0 168 0 154991 0 0 0 LALEVEE GREGORY VICE PRESIDENT 100008 0 0 0 15145 0 39303 0 168 0 154624 0 0 0 VANDYKE JOSHUA J VICE PRESIDENT 100008 0 0 0 15142 0 39303 0 168 0 154621 0 0 0 LYNN WILLIAM M VICE PRESIDENT 100008 0 0 0 15034 0 39303 0 168 0 154513 0 0 0 PART I, LINE 1A THE UNION PROVIDES FOR THE PERSONAL USE OF AN APARTMENT AND RELATED CLEANING SERVICES FOR ITS GENERAL PRESIDENT. THE UNION HAS PROVIDED FIRST-CLASS ON VARIOUS OCCASIONS DEPENDING ON CIRCUMSTANCES. THE GEN PRESIDENT AND GEN. SEC-TREASURER CAN TAKE THEIR SPOUSES ON CERTAIN BUSINESS TRIPS PER THE CONSTITUTION. THE ORGANIZATION PROVIDES TRAVEL ALLOWANCES TO JOSEPH GIACIN, CHIEF OF STAFF. HE ALSO USES FIRST CLASS TRAVEL WHEN APPROPRIATE. HE IS PROVIDED AN APARTMENT. THE ORGANIZATION PROVIDES AN APARTMENT TO MATT MCGUIRE, GENERAL COUNSEL. JAMES T CALLAHAN FAMILY MEMBER OF AN OFFICER 496307 EMPLOYED BY THE ORGANIZATION 0 THOMAS A CALLAHAN FAMILY MEMBER OF AN OFFICER 116711 EMPLOYED BY THE ORGANIZATION 0 JAMES J CALLAHAN FAMILY MEMBER OF AN OFFICER 238934 EMPLOYED BY THE ORGANIZATION 0 JOHN J CALLAHAN IV FAMILY MEMBER OF AN OFFICER 214927 EMPLOYED BY THE ORGANIZATION 0 FORM 990, PART VI, SECTION A, LINE 2 GENERAL PRESIDENT, JAMES CALLAHAN, HAS A FAMILY RELATIONSHIP WITH VICE PESIDENT, THOMAS CALLAHAN. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS VOTING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS VOTING MEMBERS WHO ELECT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE INDEPENDENT ACCOUNTANT PREPARES THE FORM 990. CFO AND OFFICERS REVIEW THE FORM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ACTIVELY MONITORS ENFORCEMENT OF ITS CODE OF ETHICS BY INVESTIGATING COMPLAINTS, REFERRALS, AND POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION FILES ITS GOVERNING DOCUMENTS ALONG WITH ITS FORM LM-2, LABOR ORGANIZATION ANNUAL REPORT, WITH THE U.S. DEPARTMENT OF LABOR AND THEY ARE THUS AVAILABLE TO THE PUBLIC. THE CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS. FORM 990, PART XI, LINE 9: ADOPTION OF FASB ASC 715 -6,384,674. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. EPEC NY EDUCATION FUND 1125 17TH STREET NW WASHINGTON DC 20036 760833676 POLITICAL EDUCATION COMMITTEE DC 527 N/A 0 EPEC SEPARATE EDUCATION FUND 1125 17TH STREET NW WASHINGTON DC 20036 134312872 POLITICAL EDUCATION COMMITTEE DC 527 N/A 0 EPEC VOLUNTARY FUND 1125 17TH STREET NW WASHINGTON DC 20036 522298629 POLITICAL EDUCATION COMMITTEE DC 527 N/A 0 OPERATING ENGINEERS NATIONAL CHARITY FUND 1125 17TH STREET NW WASHINGTON DC 20036 260272760 DISASTER RELIEF DC 501(C)3 LINE 7 N/A 0 IUOE TRAINING & EDUCATION CENTER 1125 17TH STREET NW WASHINGTON DC 20036 812416935 TRAINING DC 501(C)3 LINE 2 N/A 0 ENGINEERS ACTION RESPONSE NETWORK 1125 17TH STREET NW WASHINGTON DC 20036 813747912 POLITICAL EDUCATION COMMITTEE DC 527 N/A 0 BUILDING JOBS & OPPORTUNITY 1125 17TH STREET NW WASHINGTON DC 20036 475320512 POLITICAL EDUCATION COMMITTEE DC 501(C)4 LINE 10 N/A 0 IUOE GENERAL PENSION PLAN 4115 CHESAPEAKE STREET NW WASHINGTON DC 20016 530232800 PENSION BENEFITS DC 501(A) N/A 0 IUOE STAFF RETIREMENT PLAN 1125 17TH STREET NW WASHINGTON DC 20036 477233650 401K PLAN DC 501(A) N/A 0 IUOE NATIONAL TRAINING FUND 1125 17TH STREET NW WASHINGTON DC 20036 521889259 TRAINING DC 502(C)(3) LINE 2 N/A 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0