2019-05-15T21:04:18-05:00 2018-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2017-07-01 530025755 BUILDING AND CONSTRUCTION TRADES DEPARTMENT AFL-CIO BUIL 2023471461 815 16TH STREET NW NO 600 WASHINGTON DC 20006 BRENT BOOKER SECRETARY-TREASURER 2023471461 2019-05-15 1 SCOTT E HALLBERG CPA P01081188 2023319880 38.100.43.98 2019-05-15 22:04:11 ED P 2D5B0BD3402E39B7C704900C7FC251DEED649B44 2D5B0BD3402E39B7C704900C7FC251DEED649B44 2017 2019-02-21 02:37:17Z BRENT BOOKER 815 16TH STREET NW NO 600 WASHINGTON DC 20006 16327414 0 1338 X WWW.NABTU.ORG X LABOR ORGANIZATION 1908 DC THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE INCLUDES COORDINATING AND HARMONIZING THE ACTIVITIES OF ITS AFFILIATED UNIONS, PROMOTING THE DEVELOPMENT OF ALL BUILDING AND CONSTRUCTION TRADES UNIONS, FOSTERING AND DEVELOPING THE ORGANIZATION OF BUILDING AND CONSTRUCTION TRADESPERSONS AND THE TRAINING OF RELATED APPRENTICES, PROMOTING THE DEVELOPMENT OF THE HEALTH AND SAFETY OF THE BUILDING AND CONSTRUCTION TRADESPERSONS, MAINTAINING THE HISTORICAL FUNCTION AND JURISDICTION OF THE DEPARTMENT, SECURING THE ADJUSTMENT OF TRADE AND JURISDICTIONAL DISPUTES IN THE BUILDING AND CONSTRUCTION TRADES INDUSTRY, ENCOURAGING LOCAL BUILDING AND CONSTRUCTION TRADES COUNCILS, PROMOTING INDUSTRIAL PEACE, AIDING ALL AFFILIATED UNIONS IN SECURING IMPROVED WAGES, HOURS, AND WORKING CONDITIONS THROUGH THE PROCESS OF COLLECTIVE BARGAINING, ENGAGING IN LEGISLATIVE ACTIVITY FOR THE PURPOSE OF PROMOTING AND PROTECTING THE INTEREST OF BUILDING AND CONSTRUCTION TRADES UNIONS AND THEIR MEMBERS. 15 14 36 0 0 9833 0 0 13414326 15130199 101338 171464 800626 946686 14316290 16248349 317576 325011 0 0 6993303 7133605 0 0 0 6427768 8218025 13738647 15676641 577643 571708 11082202 11689114 623112 554053 10459090 11135061 SEE SCHEDULE O FOR DETAILS. 0 0 THE ORGANIZATION'S PROGRAM SERVICE ACTIVITIES ARE REPRESENTATIONAL ACTIVITIES, LEGISLATIVE AND POLITICAL EDUCATION, AND ASSISTANCE TO ORGANIZATIONS THAT PROMOTE AND PROTECT THE INTEREST OF BUILDING AND CONSTRUCTION TRADES UNIONS AND THEIR MEMBERS. 0 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 72 0 1 36 1 1 1 1 CA 0 0 1 0 0 X 15 14 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X BRENT BOOKER SECRETARY-TREASURER 2023471461 815 16TH STREET SUITE 600 WASHINGTON DC 20006 SEAN MCGARVEY PRESIDENT 40.00 X X 450698 0 94088 BRENT D BOOKER SECRETARY/TREASURER 40.00 X X 349766 0 101606 FRANK CHRISTENSEN VICE PRESIDENT 1.00 X X 1500 0 0 KENNETH RIGMAIDEN VICE PRESIDENT 1.00 X X 1500 0 0 NEWTON JONES VICE PRESIDENT 1.00 X X 1000 0 0 KINSEY ROBINSON VICE PRESIDENT 1.00 X X 1000 0 0 DANIEL E STEPANO VICE PRESIDENT 1.00 X X 2000 0 0 JAMES P HOFFA VICE PRESIDENT 1.00 X X 0 0 0 TERRY O'SULLIVAN VICE PRESIDENT 1.00 X X 1500 0 0 JAMES BOLAND VICE PRESIDENT 1.00 X X 2000 0 0 JAMES T CALLAHAN VICE PRESIDENT 1.00 X X 2000 0 0 JOSEPH SELLERS JR VICE PRESIDENT 1.00 X X 1500 0 0 LONNIE STEPHENSON VICE PRESIDENT 1.00 X X 0 0 0 ERIC DEAN VICE PRESIDENT 1.00 X X 0 0 0 MARK MCMANUS VICE PRESIDENT 1.00 X X 3733 0 0 JAMES MCCOURT VICE PRESIDENT 1.00 X X 2000 0 0 ROBERT BLAKELY DIRECTOR OF CANADIAN AFFAI 40.00 X 192025 0 45704 MICHAEL A MONROE CHIEF OF STAFF 40.00 X 252003 0 84819 WILLIAM P KACZOROWSKI DIRECTOR OF FIELD SERVICES 40.00 X 179771 0 78976 SONIA RAMIREZ GOVERNMENT AFFAIRS DIRECTO 40.00 X 185531 0 60003 DANIEL P PEDROTTY DIRECTOR OF CAPITAL STRATEGIES 40.00 X 174306 0 75207 1803833 0 540403 7 0 1 0 SHERMAN DUNN PC 900 7TH STREET NW WASHINGTON DC 20001 LEGAL SERVICES 1069735 CONVENTION SERVICES LIMITED 1701 CABIN BRANCH DRIVE CHEVERLY MD 20785 CONVENTION SERVICES 451027 MAGNUS & COMPANY 7030 MEADOWLARK DRIVE SUITE E BIRMINGHAM AL 35242 CONSULTING 300101 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 CONSULTING 252645 ART LUJAN 816 N OAKLAND STREET 703 ARLINGTON VA 22203 CONSULTING 195791 10 MEMBERSHIP DUES 900099 11991709 11991709 DOL CONTRACT 900099 1632527 1632527 CONFERENCE REVENUE 900099 1505963 1505963 15130199 112086 112086 81100 21722 59378 59378 59378 33714 57343 -23629 -23629 ADMINSITRATIVE SERVCIE REIMBURSEM 900099 783117 783117 OTHER REVENUE 900099 144064 144064 MISCELLANEOUS REVENUE 900099 23789 23789 19345 19345 970315 16248349 16076885 0 171464 X 325011 920931 3896561 938964 1082431 294718 1070896 57808 1128020 182927 366422 140162 465768 804987 1629315 31211 195506 141842 DOL CONTRACT 1320691 CONTRIBUTIONS TO POLITI 302835 EVENT JOURNALS 254584 DUES AND SUBSCRIPTIONS 60103 64948 15676641 206037 1659361 4636172 3506649 137228 103117 362739 305063 29655 55362 170831 143005 2227284 1506781 700065 720503 4839475 5196054 11082202 11689114 612179 542404 6550 7200 4383 4449 623112 554053 X 10459090 11135061 10459090 11135061 11082202 11689114 X 571708 46920 57343 X X 0 1 X 1 0 POLITICAL EDUCATION FUND OF THE BCTD NON-FEDERAL 815 16TH STREET WASHINGTON DC 20006 912063810 293505 1 0 0 116000 116000 295934 109167 186767 815609 693977 121632 553402 459320 94082 446339 244317 202022 720503 ULLICO STOCKS 5196054 F 5196054 ESCROW ACCOUNTS 4449 4449 X 16352612 46920 57343 104263 16248349 0 16248349 15676641 0 15676641 0 15676641 PART X, LINE 2: THE DEPARTMENT ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE 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 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 DEPARTMENT PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2018 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 JUNE 30, 2018, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2014 THROUGH 2016 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE DEPARTMENT FILES RETURNS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVENTORY COST ON FORM 990, PART VIII, LINE 10B 57,343. NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 1 7 PROGRAM SERVICES THE ORGANIZATION'S PROGRAM SERVICE ACTIVITIES ARE REPRESENTATIONAL ACTIVITIES, LEGISLATIVE AND POLITICAL EDUCATION, AND ASSISTANCE TO ORGANIZATIONS THAT PROMOTE AND PROTECT THE INTEREST OF BUILDING AND CONSTRUCTION TRADE UNIONS AND THEIR MEMBERS IN CANADA. 1187726 1 7 0 0 1 7 1187726 0 1187726 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION MONITORS SUBSIDIES TO OTHER ORGANIZATIONS ON A CASE BY CASE BASIS. RECORDS ARE MAINTAINED TO SUBSTANTIATE THE AMOUNT, ELIGIBILITY AND USE. 1 HOOPS FOR YOUTH FOUNDATION 10340 DEMOCRACY LANE SUITE 300 FAIRFAX VA 22030 261525269 501(C)(3) 5000 DONATION CCAI 11 MASSACHUSETTS AVE NE 2 WASHINGTON DC 20002 542035617 501(C)(3) 5000 DONATION AMERICAN ASSOC OF COMMUNITY COLLEGES 1 DUPONT CIR NW 410 WASHINGTON DC 20036 530196569 501(C)(3) 5000 SPONSORSHIP EDUCATION FOUNDATION FOR BALTIMORE COUNTY PUBLIC SCHOOLS 6901 N CHARLES ST TOWSON MD 21204 521819200 501(C)(3) 5000 DONATION NAMC-WMAC 2307 SKYLAND PLACE SE SUITE A WASHINGTON DC 20020 300327895 501(C)(3) 5000 DONATION DC JOBS WITH JUSTICE 1875 CONNECTICUT AVE NW WASHINGTON DC 20009 260038632 501(C)(3) 5000 DONATION PEGGY BROWNING FUND 100 S BROAD ST 1208 PHILADELPHIA PA 19110 232887086 501(C)(3) 5000 DONATION CENTER FOR MILITARY RECRUITMENT 815 16TH STREET NW WASHINGTON DC 20006 431972568 501(C)(3) 10000 DONATION PRESIDENT AND FELLOWS OF HARVARD COLLEGE HARVARD UNIVERSITY CAMBRIDGE MA 02138 042103580 501(C)(3) 10000 DONATION DIABETES RESEARCH INSTITUTE FOUNDATION 200 SOUTH PARK ROAD SUITE 100 HOLLYWOOD FL 33021 591361955 501(C)(3) 10000 DONATION THE AMERICAN IRELAND FUND 5910 GLOSTER ROAD BETHESDA MD 20816 251306992 501(C)(3) 15000 DONATION SOUTHERN COMPANY - NABTU LMCC 815 16TH STREET NW WASHINGTON DC 20006 476757796 501(C)(6) 20000 ASSISTANCE TO THE ORGANIZATION NATIONAL ALLIANCE FOR FAIR CONTRACTING 905 16TH ST NW WASHINGTON DC 20006 371380206 501(C)(5) 150000 OPERATIONAL SUPPORT FOUNDATION FOR FAIR CONTRACTING 815 16TH STREET NW WASHINGTON DC 20006 472251275 501(C)(5) 20000 ASSISTANCE TO THE ORGANIZATION 11 3 PART I, LINE 2: THE ORGANIZATION MONITORS SUBSIDIES TO OTHER ORGANIZATIONS ON A CASE BY CASE BASIS. RECORDS ARE MAINTAINED TO SUBSTANTIATE THE AMOUNT, ELIGIBILITY AND USE. X X X 1 1 X 0 0 0 SEAN MCGARVEY PRESIDENT 384248 0 0 0 66450 0 64400 0 29688 0 544786 0 0 0 BRENT D BOOKER SECRETARY/TREASURER 288185 0 0 0 61581 0 64400 0 37206 0 451372 0 0 0 ROBERT BLAKELY DIRECTOR OF CANADIAN AFFAI 185477 0 391 0 6157 0 34273 0 11431 0 237729 0 0 0 MICHAEL A MONROE CHIEF OF STAFF 228375 0 512 0 23116 0 56810 0 28009 0 336822 0 0 0 WILLIAM P KACZOROWSKI DIRECTOR OF FIELD SERVICES 170715 0 507 0 8549 0 42972 0 36004 0 258747 0 0 0 SONIA RAMIREZ GOVERNMENT AFFAIRS DIRECTO 182783 0 507 0 2241 0 43868 0 16135 0 245534 0 0 0 DANIEL P PEDROTTY DIRECTOR OF CAPITAL STRATEGIES 172550 0 507 0 1249 0 43412 0 31795 0 249513 0 0 0 PART I, LINE 1A THE PRESIDENT AND THE SECRETARY-TREASURER RECEIVED TRAVEL FOR COMPANIONS AND DISCRETIONARY SPENDING ACCOUNT BENEFITS DURING THE YEAR. ALL OF THE DISCRETIONARY SPENDING ACCOUNT BENEFITS WERE TREATED AS TAXABLE COMPENSATION. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE ORGANIZATION IS MADE UP OF THE PRESIDENTS OF THE 14 AFFILIATED UNIONS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS DELEGATES FROM EACH OF THE 14 AFFILIATED UNIONS WHO ARE ENTITLED TO VOTE DURING THE ELECTIONS OF THE PRESIDENT AND THE SECRETARY TREASURER AT THE REGULAR CONVENTIONS. THE PRESIDENT OF EACH OF THE AFFILIATED UNIONS IS A VICE PRESIDENT OF THE ORGANIZATION AND IS A MEMBER OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE CONTROLLER AND THE INDEPENDENT PUBLIC ACCOUNTANTS PRIOR TO FILING. AFTER THE FORM HAS BEEN FILED IT IS MADE AVAILABLE TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS POSTED AND INCLUDED IN THE EMPLOYEE HANDBOOK AND PROVIDED TO THE FULL BOARD. ANY POTENTIAL CONFLICTS ARE FIRST REPORTED TO THE DIRECTOR OF OPERATIONS. IF A CONFLICT IS FOUND TO EXIST IT IS REPORTED TO THE PRESIDENT AND IF DEEMED NECESSARY IT IS REVIEWED BY THE FULL BOARD. CONFLICTS INVOLVING AN OFFICER OR BOARD MEMBER ARE EVALUATED BY THE FULL BOARD AND APPROPRIATE ACTION IS TAKEN. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR BOTH OFFICERS AND ALL OTHER EMPLOYEES IS DETERMINED AND APPROVED ANNUALLY BY THE GOVERNING BOARD THE MAJORITY OF WHICH ARE INDEPENDENT. FORM 990, PART VI, SECTION C, LINE 18 ITEMS ARE AVAILABLE UPON REQUEST FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC UNLESS REQUIRED BY LAW. FORM 990, PART IX, LINE 11G PAYROLL ADMIN 13,257. OTHER - PROFESSIONAL 1,114,763. FORM 990, PART XI, LINE 9: INVENTORY COST ON FORM 990, PART VIII, LINE 10B 57,343. FORM 990, PART XII, LINE 2C: THE PROCESS DID NOT CHANGE FROM PRIOR YEAR. POLITICAL EDUCATION FUND OF THE BCTD 815 16TH STREET NW SUITE 600 WASHINGTON DC 20006 521142207 SEPARATE SEGREGATED FUND DC 527 0 CTR FOR MILITARY RECRUIT ASSESSMENT AND VETERANS EMPLOYMENT 815 16TH STREET NW SUITE 600 WASHINGTON DC 20006 431972568 TO PROMOTE CAREERS IN THE CONSTRUCTION INDUSTRY DC 501(C)(3) 170(B)(1) (A)(VI) 0 POLITICAL EDUCATIONAL FUND OF THE BCTD NON-FEDERAL 815 16TH STREET NW SUITE 600 WASHINGTON DC 20006 912063810 SEPARATE SEGREGATED FUND DC 527 0 AFL-CIO 815 16TH STREET NW WASHINGTON DC 20006 530228172 FEDERATION OF LABOR UNIONS DC 501(C)(5) 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0