STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

BROTHERHOOD OF LOCOMOTIVE ENGINEERS & TRAINMEN: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BROTHERHOOD OF LOCOMOTIVE ENGINEERS & TRAINMEN (EIN 34-6000349)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-07-01
IRS object ID
202131829349301203
Schema version
2020v4.1
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)
Return2021-07-01T12:21:13-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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)
PersonSTEPHEN J BRUNOPersonNm
Person TitleNATIONAL SECRETARY-TREASURERPersonTitleTxt
Phone2162412630PhoneNum
Signature2021-06-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEPHENPersonFirstNm
Person LastBRUNOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY R SPENCER CPAPreparerPersonNm
PTINP01367852PTIN
Phone2168317171PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDENNIS R PIERCEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17061 EAST PLEASANT VALLEY ROADAddressLine1Txt
CityINDEPENDENCECityNm
State AbbreviationOHStateAbbreviationCd
ZIP44131ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$27,665,067GrossReceiptsAmt
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 Employee68TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$18,110TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$21,306,440PYProgramServiceRevenueAmt
CY Program Service Revenue$16,779,142CYProgramServiceRevenueAmt
PY Investment Income$181,867PYInvestmentIncomeAmt
CY Investment Income-$332,203CYInvestmentIncomeAmt
PY Other Revenue$393,984PYOtherRevenueAmt
CY Other Revenue$212,104CYOtherRevenueAmt
PY Total Revenue$21,882,291PYTotalRevenueAmt
CY Total Revenue$16,659,043CYTotalRevenueAmt
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$8,574,976PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$9,197,582CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$10,417,414PYOtherExpensesAmt
CY Other Expenses$5,253,190CYOtherExpensesAmt
PY Total Expenses$18,992,390PYTotalExpensesAmt
CY Total Expenses$14,450,772CYTotalExpensesAmt
PY Revenues Less Expenses$2,889,901PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,208,271CYRevenuesLessExpensesAmt
Total Assets BOY$27,765,533TotalAssetsBOYAmt
Total Assets EOY$26,352,445TotalAssetsEOYAmt
Total Liabilities BOY$3,891,682TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,263,508TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$23,873,851NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$25,088,937NetAssetsOrFundBalancesEOYAmt
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
DescBLET MANAGED THE RATIFICATION OF SEVERAL COLLECTIVELY BARGAINED AGREEMENTS IN 2020, INCLUDING MEMBERS EMPLOYED BY THE FOLLOWING RAILROADS: D&H H-E IORY NS-E NYSW PANAM PNWR WNYPDesc
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 Document26IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee68EmployeeCnt
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 Documents0ChangeToOrgDocumentsInd
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 Line1STEPHEN J BRUNOBusinessNameLine1Txt
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
DENNIS R PIERCE
NATIONAL PRESIDENT53.008.00Yes (X)Yes (X)$263,072$0$28,897
MARCUS J RUEF
VICE PRESIDENT60.00Yes (X)Yes (X)$223,142$0$28,897
STEPHEN J BRUNO
NATIONAL SECRETARY-TREASURER53.007.00Yes (X)Yes (X)$217,700$0$28,897
EDGAR LEE PRUITT JR
FIRST VICE PRESIDENT53.007.00Yes (X)Yes (X)$216,950$0$28,897
MICHAEL D PRIESTER
VICE PRESIDENT60.00Yes (X)Yes (X)$206,180$0$28,897
JAMES P LOUIS
VICE PRESIDENT60.00Yes (X)Yes (X)$205,400$0$28,897
JOHN P TOLMAN
VICE PRESIDENT, 1/1/20-11/5/2060.00Yes (X)Yes (X)$254,914$0$28,897
RICHARD C GIBBONS
VICE PRESIDENT60.00Yes (X)Yes (X)$204,880$0$28,897
MICHAEL D TWOMBLY
VICE PRESIDENT60.00Yes (X)Yes (X)$204,230$0$28,897
JAMES A HOLDCRAFT
VICE PRESIDENT60.00Yes (X)Yes (X)$204,620$0$28,897
MARK L WALLACE
VICE PRESIDENT60.00Yes (X)Yes (X)$206,180$0$28,897
DAVID P ESTES
NATIONAL DIVISION TRUSTEE8.00Yes (X)Yes (X)$14,695$0$0
RICHARD E CROW
NATIONAL DIVISION TRUSTEE8.00Yes (X)Yes (X)$13,167$0$0
WILLIAM P LYONS
NATIONAL DIVISION TRUSTEE8.00Yes (X)Yes (X)$9,600$0$0
THOMAS A PONTOLILLO
DIRECTOR OF RESEARCH40.00$174,453$0$28,897Yes (X)
MICHAEL G COLLIER
DIRECTOR OF ACCOUNTING40.00$171,920$0$28,897Yes (X)
RICHARD C BARTELA JR
SPECIAL REPRESENTATIVE56.00$143,790$0$28,897Yes (X)
ALBERT D COOK III
DIRECTOR OF BENEFITS40.00$146,883$0$28,897Yes (X)
PAUL T AIRD
SPECIAL REPRESENTATIVE56.00$143,270$0$28,897Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,225,046TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$462,352TotalOtherCompensationAmt
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
AETNA LIFE INSURANCE COMPANY
1551 FARMINTON AVENUEHARTFORDCT061560396PENSION PLAN ADMINISTRATOR$3,575,069
EBERTS & HARRISON INC
1604 RIDGESIDE DRIVE SUITE 203MOUNT AIRYMD21771INSURANCE$467,633
CMFG LIFE INSURANCE COMPANY
5910 MINERAL POINT ROADMADISONWI53705PENSION PLAN ADMINISTRATOR$361,449
BARKAN MEIZLISH LLP
4200 REGENT STREET SUITE 210COLUMBUSOH43219LEGAL$213,632
MICHAEL S WOLLY PLLC
1025 CONNECTICUT AVE NW SUITE 100WASHINGTONDC20035LEGAL$172,440
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K9CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
MEMBERSHIP DUES999999$15,932,329$15,932,329
REIMBURSED EXPENDITURES999999$786,941$786,941
HEALTH INSURANCE REVENUE999999$57,750$57,750
SALE OF SUPPLIES999999$2,122$2,122
FieldValueIRS element (for citing)
Total Program Service Revenue$16,779,142TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$114,460TotalRevenueColumnAmt
Exclusion$114,460ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$32,976TotalRevenueColumnAmt
Exclusion$32,976ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$10,559,361SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$11,006,024SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$446,663SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$446,663TotalRevenueColumnAmt
Exclusion-$446,663ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MISCELLANEOUS INCOME999999$165,038$165,038
ADVERTISING INCOME511120$18,100$18,100
NEWSPAPER REVENUE511110$10$10

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column-$4,020TotalRevenueColumnAmt
Related Or Exempt Func Income-$4,020RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$179,128OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,659,043TotalRevenueColumnAmt
Related Or Exempt Func Income$16,940,160RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$18,110UnrelatedBusinessRevenueAmt
Exclusion-$299,227ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,762,601TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,760,954TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,449,038TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,375,805TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$849,184TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$691,080TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$116,474TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$27TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$6,152TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$141,993TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$195,220TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$476,000TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$601,498TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,944TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$4,085TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$1,889,378TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$312,466TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
NEWSPAPER AND PUBLIC RE$352,166
BONDS AND INSURANCE$181,530
MISCELLANEOUS EXPENSE$128,087
DATA PROCESSING DEPARTM$59,019

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$96,071TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$14,450,772TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,601,204BOYAmt
EOY$6,924,243EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$832,099BOYAmt
EOY$580,813EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$1,151,740BOYAmt
EOY$9,881EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$116,767BOYAmt
EOY$397,933EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,373,209LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$894,357LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$641,636BOYAmt
EOY$478,852EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$12,176,872BOYAmt
EOY$9,833,079EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$7,086,357BOYAmt
EOY$7,005,283EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$1,061,195BOYAmt
EOY$921,513EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$97,663BOYAmt
EOY$200,848EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$27,765,533BOYAmt
EOY$26,352,445EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,562,006BOYAmt
EOY$1,237,856EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,329,676BOYAmt
EOY$25,652EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,891,682BOYAmt
EOY$1,263,508EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$23,873,851BOYAmt
EOY$25,088,937EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$23,873,851BOYAmt
EOY$25,088,937EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$27,765,533BOYAmt
EOY$26,352,445EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,208,271ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$912,111NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$81,074OtherChangesInNetAssetsAmt
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$675,381ContributionsRcvdDlvrAmt
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$635,731OtherCostOrOtherBasisAmt
Depreciation$374,907DepreciationAmt
Book Value$260,824BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$737,478OtherCostOrOtherBasisAmt
Depreciation$519,450DepreciationAmt
Book Value$218,028BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$478,852TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescMERRILL LYNCH FUNDSDesc
Book Value$9,833,079BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$9,833,079TotalBookValueSecuritiesAmt

Invst Program Related Org InvstProgramRelatedOrgGrp

FieldValueIRS element (for citing)
DescINVESTMENT IN THE BLET BADesc
Book Value$7,005,283BookValueAmt
Method ValuationCMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Program Rltd$7,005,283TotalBookValueProgramRltdAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescCAPITAL LEASE OBLIGATIONSDesc
Amt$25,652Amt
FieldValueIRS element (for citing)
Total Liability$25,652TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$15,746,932TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$912,111NetUnrealizedGainsInvstAmt
Revenue Not Reported-$912,111RevenueNotReportedAmt
Revenue Subtotal$16,659,043RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$16,659,043TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$14,450,772TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$14,450,772ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$14,450,772TotalExpensesPerForm990Amt

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 TAX 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 TAX UNDER SECTION 527 OF THE IRC. HOWEVER, NET INCOME OF THE ORGANIZATION DERIVED FROM UNRELATED BUSINESS INCOME IS NOT EXEMPT. INVESTMENT INCOME EARNED ON BLET PAC FUNDS IS SUBJECT TO FEDERAL INCOME TAXES. THE BLET PAC GENERATED NO TAXABLE INCOME FOR THE YEAR ENDED DECEMBER 31, 2020. 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, 2020, 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 CONDITION, 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 PaymentYes (1)SeverancePaymentInd
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
DENNIS R PIERCE
NATIONAL PRESIDENT$263,072$0$0$0$0$0$0$0$28,897$0$291,969$0$0$0
JOHN P TOLMAN
VICE PRESIDENT, 1/1/20-11/5/20$254,914$0$0$0$0$0$0$0$28,897$0$283,811$0$0$0
MARCUS J RUEF
VICE PRESIDENT$223,142$0$0$0$0$0$0$0$28,897$0$252,039$0$0$0
STEPHEN J BRUNO
NATIONAL SECRETARY-TREASURER$217,700$0$0$0$0$0$0$0$28,897$0$246,597$0$0$0
EDGAR LEE PRUITT JR
FIRST VICE PRESIDENT$216,950$0$0$0$0$0$0$0$28,897$0$245,847$0$0$0
MICHAEL D PRIESTER
VICE PRESIDENT$206,180$0$0$0$0$0$0$0$28,897$0$235,077$0$0$0
MARK L WALLACE
VICE PRESIDENT$206,180$0$0$0$0$0$0$0$28,897$0$235,077$0$0$0
JAMES P LOUIS
VICE PRESIDENT$205,400$0$0$0$0$0$0$0$28,897$0$234,297$0$0$0
RICHARD C GIBBONS
VICE PRESIDENT$204,880$0$0$0$0$0$0$0$28,897$0$233,777$0$0$0
JAMES A HOLDCRAFT
VICE PRESIDENT$204,620$0$0$0$0$0$0$0$28,897$0$233,517$0$0$0
MICHAEL D TWOMBLY
VICE PRESIDENT$204,230$0$0$0$0$0$0$0$28,897$0$233,127$0$0$0
THOMAS A PONTOLILLO
DIRECTOR OF RESEARCH$174,453$0$0$0$0$0$0$0$28,897$0$203,350$0$0$0
MICHAEL G COLLIER
DIRECTOR OF ACCOUNTING$171,920$0$0$0$0$0$0$0$28,897$0$200,817$0$0$0
ALBERT D COOK III
DIRECTOR OF BENEFITS$146,883$0$0$0$0$0$0$0$28,897$0$175,780$0$0$0
RICHARD C BARTELA JR
SPECIAL REPRESENTATIVE$143,790$0$0$0$0$0$0$0$28,897$0$172,687$0$0$0
PAUL T AIRD
SPECIAL REPRESENTATIVE$143,270$0$0$0$0$0$0$0$28,897$0$172,167$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4AFormAndLineReferenceDesc
ExplanationJOHN TOLMAN RECEIVED A GROSS PAYMENT OF $45,764.63 (TRANSITION PAY) AND $29,033.02 (VACATION PAY) UPON TERMINATION OF HIS EMPLOYMENT ON 11/5/20 (RETIREMENT).ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6CLASSES OF MEMBERS OR STOCKHOLDERS THE ORGANIZATION IS A CRAFT UNION CONSISTING OF OVER 57,200 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 AND OUTSIDE COUNSEL 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 -81,074.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
BLET 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$484,000InvolvedAmt
Method Of Amount DeterminationPER MONTHLY CHARGEMethodOfAmountDeterminationTxt