2021-10-14T12:34:07-05:00 2020-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2020-01-01 350723065 UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA UNIT 2025466206 101 CONSTITUTION AVENUE NW WASHINGTON DC 20001 TRON HART CONTROLLER 2025466206 2021-10-14 1 TRON HART 999009999 KRISTIN A JACQUELIN CPA P01325865 2023319880 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z DOUGLAS J MCCARRON 101 CONSTITUTION AVENUE NW WASHINGTON DC 20001 228961310 0 X WWW.CARPENTERS.ORG X LABOR ORGANIZATION 1881 DC TO ORGANIZE ALL WORKERS FOR SOCIAL AND ECONOMIC ADVANCEMENT OF THEIR CONDITION AND STATUS. TO PROVIDE DEATH AND DISABILITY BENEFITS FOR MEMBERS AND SPOUSES. 9 0 100 0 0 0 0 0 104767722 80127011 16386078 16038178 -11506025 8232980 109647775 104398169 14369359 35922500 2650238 1272986 27495452 23821163 0 0 0 49243289 40467522 93758338 101484171 15889437 2913998 723975335 722976256 5775640 3787349 718199695 719188907 TO ORGANIZE ALL WORKERS FOR SOCIAL AND ECONOMIC ADVANCEMENT OF THEIR CONDITION AND STATUS. TO PROVIDE DEATH AND DISABILITY BENEFITS FOR MEMBERS AND SPOUSES. 0 0 TO ORGANIZE ALL WORKERS FOR SOCIAL AND ECONOMIC ADVANCEMENT OF THEIR CONDITION AND STATUS. PROVIDE DEATH AND DISABILITY BENEFITS FOR MEMBERS AND SPOUSES. 0 0 1 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 105 0 1 100 1 0 1 CA 0 0 1 1 0 0 0 X 9 0 1 0 0 0 1 1 1 1 1 0 1 1 1 0 0 0 0 0 1 1 X TRON HART 7026672246 101 CONSTITUTION AVENUE NW WASHINGTON DC 20001 DONAHOU DENNIS L DISTRICT VICE PRESIDENT 40.00 X X 344395 0 107191 FLYNN THOMAS GENERAL SECRETARY TREASURER 40.00 X X 306858 0 398386 MCCARRON DOUGLAS J GENERAL PRESIDENT 40.00 X X 508640 0 150446 MCGRIFF MARK G DISTRICT VICE PRESIDENT 40.00 X X 341765 0 107191 ROWE MICHAEL 'JASON' DISTRICT VICE PRESIDENT 40.00 X X 278773 0 72348 SPENCER FRANK FIRST GENERAL VICE PRESIDENT 40.00 X X 426339 0 128818 THARP DAVID C SECOND GENERAL VICE PRESIDENT 40.00 X X 432466 0 303818 THORNHILL RANDY J DISTRICT VICE PRESIDENT 40.00 X X 346818 0 111191 WATERKOTTE WILLIAM R DISTRICT VICE PRESIDENT 40.00 X X 346763 0 107191 CAPELLI MICHAEL GENERAL SECRETARY TREASURER 40.00 X X 473709 0 99686 SOWELL RANDY J DIRECTOR - REAL ESTATE 40.00 X 385418 0 128536 WEIDNER JUSTIN CHIEF OF STAFF 40.00 X 281665 0 94803 MAKARIOS JOSHUA K DIRECTOR - LEGISLATIVE 40.00 X 259282 0 93038 EPPARD RANDY G DIRECTOR - EDUCATION AND TRAINING 40.00 X 236134 0 93815 GRAZIANO ANTHONY J REPRESENTATIVE 40.00 X 227490 0 93033 BANES DOUGLAS JAMES FORMER FIRST GENERAL VICE PRESIDENT 40.00 X 364002 0 15600 5560517 0 2105091 58 1 1 0 DECARLO AND SHANLEY 533 S FREMONT AVE 9TH FLOOR LOS ANGELES CA 90071 LEGAL SERVICES 1345166 L37 CREATIVE 1860 WHITNEY MESA DRIVE SUITE 100 HENDERSON NV 89014 VIDEO PRODUCTION 1233725 MOSAIC 4801 VIEWPOINT PL CHEVERLY MD 20781 PRINTING 1046431 MILLIMAN INC 71 SOUTH WAKER DR 31ST FLOOR CHICAGO IL 60606 CONSULTING 609569 WILLIAMS & CONNOLLY LLP 725 TWELFTH STREET NW WASHINGTON DC 20005 LEGAL SERVICES 529090 28 MEMBERSHIP DUES 900099 71041600 71041600 TRAINING CENTER REVENUE 900099 8431055 8431055 INITIATION FEES 900099 654356 654356 80127011 15178256 15178256 124452571 830133 123867295 555487 585276 274646 859922 859922 156369 140359 16010 16010 REIMBURSEMENTS FROM OTHER FUNDS 900099 7453563 7453563 GAIN ON FOREIGN CURRENCY 900099 428125 428125 FIDELITY BOND PREMIUMS 900099 213946 213946 121336 121336 8216970 104398169 88343981 0 16054188 34487097 1435403 1272986 5392793 10888583 2922949 3748945 867893 214591 1632126 817237 720000 369479 2150773 1193118 2056357 7184142 1060418 3700358 8984402 8810419 693616 COMMUNICATION 792486 MEMBERSHIP DUES 88000 101484171 8434338 10660546 27356295 17565153 1172141 2679306 6794742 6688010 476221 488993 121573 684962 215748872 93076887 131364063 122671985 237825031 261849633 304762082 295918746 5668849 3768922 723975335 722976256 106791 18427 5668849 3768922 5775640 3787349 X 718199695 719188907 718199695 719188907 723975335 722976256 X 2913998 8519582 -10444368 X X 0 1 X 1 0 WORKING FOR WORKING AMERICANS 212 CARPENTERS UNION WAY LAS VEGAS NV 89119 261173032 22893791 1 0 0 16696765 16696765 178439304 75405501 103033803 19575386 17068179 2507207 1037417 603207 434210 122671985 101 CONSTITUTION TRUST 210765306 C LIMITED PARTNERSHIPS 26146809 C INVESTMENT IN SUBSIDIARY 59006631 C 295918746 DEFERRED COMPENSATION LIABILITY 3768922 3768922 X PART X, LINE 2: UBC ADHERES TO THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S CONSOLIDATED FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE UBC PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2020 AND 2019, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2020, THE STATUTE OF LIMITATIONS FOR THE TAX YEARS 2017 THROUGH 2019 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH UBC FILES RETURNS. 0 NORTH AMERICA - CANADA AND MEXICO, BUT 1 4 ORGANIZE WORKERS FOR BETTER WORKING CONDITIONS PROGRAM SERVICES 2568290 1 4 0 0 1 4 2568290 0 2568290 NORTH AMERICA - CANADA AND MEXICO, BUT EDUCATION 752313 CHECK US DOLLARS NORTH AMERICA - CANADA AND MEXICO, BUT EDUCATION 110401 CHECK US DOLLARS NORTH AMERICA - CANADA AND MEXICO, BUT EDUCATION 69126 CHECK US DOLLARS NORTH AMERICA - CANADA AND MEXICO, BUT EDUCATION 217596 CHECK US DOLLARS NORTH AMERICA - CANADA AND MEXICO, BUT EDUCATION 285967 CHECK US DOLLARS 0 5 0 0 0 0 0 0 PART I, LINE 2: GRANTS ARE GIVEN TO AFFILIATED ORGANIZATIONS IN THE UNITED STATES AND CANADA. THESE ORGANIZATIONS ARE REQUIRED TO SUBMIT QUARTERLY STATUS REPORTS. PART I, LINE 3: MODIFIED CASH BASIS PART III ACCOUNTING METHOD: 1 CENTRAL SOUTH CARPENTERS REGIONAL COUNCIL 2850 MASSACHUSETTS AVENUE METAIRIE LA 70003 273459916 501(C)(5) 1292156 EDUCATION GRANTS EASTERN ATLANTIC STATES REGIONAL COUNCIL OF CARPENTERS 650 RIDGE ROAD STE 200 PITTSBURGH PA 15205 250849687 501(C)(5) 83333 EDUCATION GRANTS EASTERN DISTRICT 300 MERCHANT LN 301 PITTSBURGH PA 15205 232207453 501(C)(5) 207226 EDUCATION GRANTS FLORIDA CARPENTERS REGIONAL COUNCIL 295 W 70TH PLACE HIALEAH FL 33014 201854375 501(C)(5) 261260 EDUCATION GRANTS INDIANAKENTUCKYOHIO REGIONAL COUNCIL OF CARPENTERS 771 GREENWOOD SPRINGS GREENWOOD IN 46143 351074694 501(C)(5) 250000 EDUCATION GRANTS MICHIGAN REGIONAL COUNCIL OF CARPENTERS 400 RENAISSANCE CENTER 1010 DETROIT MI 48243 383292997 501(C)(5) 169656 EDUCATION GRANTS NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS 700 OLIVE ST ST PAUL MN 55130 390776395 501(C)(5) 500000 EDUCATION GRANTS ST LOUIS KANSAS CITY CARPENTERS REGIONAL COUNCIL 1401 HAMPTON AVE ST LOUIS MO 63139 430207790 501(C)(5) 1012122 EDUCATION GRANTS AMERICANS FOR A SECURE FUTURE 3712 RINGGOLD ROAD 262 CHATTANOOGA TN 37412 500000 CONTRIBUTION CA FOR SAFE SCHOOLS AND HEALTHY LEARNING 777 S FIGUEROA STREET SUITE 4050 LOS ANGELES CA 90017 833941211 100000 CONTRIBUTION CITIZENS TRADE CAMPAIGN 310 SW 4TH AVE 436 PORTLAND OR 97204 521809705 501(C)(4) 50000 CONTRIBUTION COMMUNITY COALITION ACTION FUND 777 S FIGUEROA STREET SUITE 4050 LOS ANGELES CA 90017 800958607 100000 CONTRIBUTION HOUSE MAJORITY FORWARD 700 13TH ST NW STE 600 WASHINGTON DC 20005 834185105 501(C)(4) 2000000 CONTRIBUTION JOHN BURTON ADVOCATES FOR YOUTH 235 MONTGOMERY ST STE 1142 SAN FRANCISCO CA 94104 812600695 501(C)(3) 10000 CONTRIBUTION LAW FORWARD PO BOX 326 MADISON WI 53703 842803392 501(C)(3) 50000 CONTRIBUTION MAJORITY FORWARD 641 S STREET NW 3RD FLOOR WASHINGTON DC 20001 474368320 501(C)(4) 1000000 CONTRIBUTION MAP USA PO BOX 33973 WASHINGTON DC 20033 843584449 501(C)(3) 1000000 CONTRIBUTION NATIONAL DEMOCRATIC INSTITUTE 455 MASSACHUSETTS AVE NW 8TH FL WASHINGTON DC 20001 521338892 501(C)(3) 5000 CONTRIBUTION PATRIOT MAJORITY USA PO BOX 35522 WASHINGTON DC 20033 450710294 501(C)(4) 50000 CONTRIBUTION REPUBLICAN MAIN STREET PARTNERSHIP 325 7TH STREET N W WASHINGTON DC 20004 591828852 501(C)(4) 35000 CONTRIBUTION ROBERT F KENNEDY CENTER FOR JUSTICE AND HUMAN RIGHTS 1300 19TH ST NW STE 750 WASHINGTON DC 20036 132522784 501(C)(3) 5000 CONTRIBUTION RURAL AMERICAN FUND 115 S LASALLE ST 2920 CHICAGO IL 60603 600000 CONTRIBUTION SCHOOLS MAKE MADISON ADVOCACY INC 1010 NOB HILL ROAD SUITE 300 MADISON WI 53713 501(C)(3) 10000 CONTRIBUTION SOUTHWEST REGIONAL COUNCIL 533 SFREMONT AVE 10TH FL LOS ANGELES CA 90071 501(C)(5) 250000 CONTRIBUTION STRATEGIC VICTORY FUND PO BOX 34607 WASHINGTON DC 20043 842526354 500000 CONTRIBUTION UNITE HERE ACTION FUND 275 7TH AVENUE 16TH FLOOR NEW YORK NY 10001 1000000 CONTRIBUTION YES ON QUALITY SCHOOLS 777 S FIGUEROA STREET SUITE 4050 LOS ANGELES CA 90017 833941211 501(C)(4) 100000 CONTRIBUTION 6 21 PART I, LINE 2: GRANTS ARE GIVEN TO AFFILIATED ORGANIZATIONS IN THE UNITED STATES AND CANADA. THESE ORGANIZATIONS ARE REQUIRED TO SUBMIT QUARTERLY STATUS REPORTS. X 1 1 X 0 1 0 THARP DAVID C SECOND GENERAL VICE PRESIDENT 374477 0 0 0 57989 0 288218 0 15600 0 736284 0 0 0 FLYNN THOMAS GENERAL SECRETARY TREASURER 273945 0 0 0 32913 0 387986 0 10400 0 705244 0 0 0 MCCARRON DOUGLAS J GENERAL PRESIDENT 461382 0 0 0 47258 0 134846 0 15600 0 659086 0 0 0 CAPELLI MICHAEL GENERAL SECRETARY TREASURER 461383 0 0 0 12326 0 87986 0 11700 0 573395 0 0 0 SPENCER FRANK FIRST GENERAL VICE PRESIDENT 374873 0 0 0 51466 0 113218 0 15600 0 555157 0 0 0 SOWELL RANDY J DIRECTOR - REAL ESTATE 373744 0 0 0 11674 0 112936 0 15600 0 513954 0 0 0 THORNHILL RANDY J DISTRICT VICE PRESIDENT 288363 0 0 0 58455 0 95591 0 15600 0 458009 0 0 0 WATERKOTTE WILLIAM R DISTRICT VICE PRESIDENT 288362 0 0 0 58401 0 91591 0 15600 0 453954 0 0 0 DONAHOU DENNIS L DISTRICT VICE PRESIDENT 288362 0 0 0 56033 0 91591 0 15600 0 451586 0 0 0 MCGRIFF MARK G DISTRICT VICE PRESIDENT 288363 0 0 0 53402 0 91591 0 15600 0 448956 0 0 0 BANES DOUGLAS JAMES FORMER FIRST GENERAL VICE PRESIDENT 0 0 0 0 364002 0 0 0 15600 0 379602 0 0 0 WEIDNER JUSTIN CHIEF OF STAFF 269281 0 0 0 12384 0 79203 0 15600 0 376468 0 0 0 MAKARIOS JOSHUA K DIRECTOR - LEGISLATIVE 241908 0 0 0 17374 0 77438 0 15600 0 352320 0 0 0 ROWE MICHAEL 'JASON' DISTRICT VICE PRESIDENT 246686 0 0 0 32087 0 60316 0 12032 0 351121 0 0 0 EPPARD RANDY G DIRECTOR - EDUCATION AND TRAINING 235876 0 0 0 258 0 78215 0 15600 0 329949 0 0 0 GRAZIANO ANTHONY J REPRESENTATIVE 215735 0 0 0 11755 0 77433 0 15600 0 320523 0 0 0 PART I, LINE 1A ALL DIRECTORS ARE ABLE TO PURCHASE FIRST-CLASS AIRLINE TICKETS. THESE EXPENSES ARE PAID UNDER AN ACCOUNTABLE PLAN AND ARE NOT TREATED AS COMPENSATION TO THE DIRECTORS. PART I, LINE 4B PARTICIPATED IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN (457(F)): THOMAS FLYNN AND DAVID THARP. FORM 990, PART VI, SECTION A, LINE 2 UBC OFFICERS ARE ALSO OFFICERS OF HOMEWOOD SUITES, JOBSITE STEEL MANUFACTURING, PLACID INVESTORS, MISSION VENTURE, LEVEL CARE PBM I, LEVEL CARE PHARMACY I, LEVEL CARE PHARMACY II, AND LEVEL CARE PBM II. HOWEVER, THE UBC OFFICERS DO NOT RECEIVE ANY COMPENSATION FROM THESE ENTITIES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS THE FOLLOWING CLASSES OF MEMBERSHIP: SECTION 50 DISABLED, AGENCY SHOP NON-MEMBER, MEMBER APPLICANT NON-MEMBER, APPRENTICE LEVEL 1-12, APPRENTICE APPLICANT NON-MEMBER, APPRENTICE - DROPPED PROGRAM, APPRENTICE, BECK OBJECTOR NON-MEMBER, CONTRACTOR MEMBER, DISABLED MEMBER, EARLY RETIRED, HONORARY MEMBER, CALLED MILITARY SERVICE, MEMBER - REGULAR, INDUSTRY OUTREACH NON-MEMBER, PRE-APPRENTICE, RETIRED MEMBER, WALKIN APPRENTICE - NON MEMBER AND WALKIN JOURNEYMAN - NONMEMBER. MEMBERS LISTED ABOVE HAVE THE RIGHT TO ELECT THEIR DELEGATES IF THEY ARE IN "GOOD STANDING". FORM 990, PART VI, SECTION A, LINE 7A MEMBERS IN GOOD STANDING ELECT THE DELEGATES WHO THEN ATTEND THE GENERAL CONVENTION TO ELECT THE MEMBERS OF THE GOVERNING BODY BY PLURALITY VOTE THROUGH A SECRET BALLOT. FORM 990, PART VI, SECTION A, LINE 7B DELEGATES VOTE ON CHANGES TO THE CONSTITUTION - MEETING EVERY 5 YEARS - LAST ONE WAS AUG 2020. FORM 990, PART VI, SECTION B, LINE 11B UPON RECEIVING THE PREPARED FORM 990 FROM AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT, THE SUBCOMMITTEE REVIEWS THE RETURN FOR ACCURACY. THE RETURN IS THEN REVIEWED BY THE AUTHORIZED SIGNER FOR ACCURACY AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 15 FINANIAL OVERSIGHT COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE MEMBERS UPON REQUEST. THE ORGANIZATION DOES NOT MAKE ANY OF THE DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC. THE ORGANIZATION DOES NOT HAVE A FORMAL WRITTEN CONFLICT OF INTEREST POLICY. FORM 990, PART XI, LINE 9: INVESTMENT INCOME SUBSIDIARIES -10,444,368. FORM 990, PART XII, LINE 1: THE ORGANIZATION USES A MODIFIED CASH BASIS OF ACCOUNTING. THIS ACCOUNTING METHOD HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. AFFORDABLE MODULAR SYSTEMS LLC 212 CARPENTERS UNION WAY LAS VEGAS NV 89119 814662423 USING STEEL PANELS FOR AFFORDABLE HOUSING NV UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA JOBSITE HOSPITALITY LLC 230 EAST HIDDEN WELL RD LAS VEGAS NV 89119 352505322 OWN AND OPERATE TWO HOTELS IN LAS VEGAS, NV. NV PLACID INVESTORS INC JOBSITE STEEL MANUFACTURING LLC 212 CARPENTERS UNION WAY LAS VEGAS NV 89119 320437197 OWN AND OPERATE MANUFACTURING FACILITIES WHICH PRODUCE METAL WALL PANELS. NV PLACID INVESTORS INC UBC MISSION VENTURE LLC 212 CARPENTERS UNION WAY LAS VEGAS NV 89119 822266006 NV -4471135 UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA LEVEL CARE PHARMACY I LLC 212 CARPENTERS UNION WAY SUITE 400 LAS VEGAS NV 89119 822280477 NV MISSION VENTURE LLC LEVEL CARE PHARMACY II LLC 212 CARPENTERS UNION WAY SUITE 700 LAS VEGAS NV 89119 822312426 NV PLACID INVESTORS INC LEVEL CARE PBM I LLC 212 CARPENTERS UNION WAY LAS VEGAS NV 89119 822322244 NV MISSION VENTURE LLC LEVEL CARE PBM II LLC 212 CARPENTERS UNION WAY LAS VEGAS NV 89119 822341426 NV PLACID INVESTORS INC CARPENTERS HELPING HAND 101 CONSTITUTION AVE NW WASHINGTON DC 20001 521241116 OTHER SERVICES OR BENEFITS TO MEMBERS OR EMPLOYEES DC 501(C)(3) 7 0 CARPENTERS LEGISLATIVE IMPROVEMENT COMMITTEE 101 CONSTITUTION AVE NW WASHINGTON DC 20001 237332710 SEPARATE SEGREGATED FUND FOR UBC DC 527 0 WORKING FOR WORKING AMERICANS 101 CONSTITUTION AVE NW WASHINGTON DC 20001 261173032 SEPARATE SEGREGATED FUND FOR UBC DC 527 0 PLACID INVESTORS INC 212 CARPENTERS UNION WAY LAS VEGAS NV 89119 452450794 HOTELS AND MANUFACTURING ROLL FORMING MACHINERY NV UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA C 8663030 -42805383 1.00000 1 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 1 0