INTERNATIONAL UNION OF OPERATING ENGINEERS: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL UNION OF OPERATING ENGINEERS (EIN 53-0088590)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201443179349304519
- Schema version
- 2013v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T14:33:20-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 1200 | AddressLine1 |
| Address Line2 | WEST | AddressLine2 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530088590 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL UNION OF OPERATING ENGINEERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTE | BusinessNameControlTxt |
| Phone | 2024299100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 17TH STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN E HICKEY | PersonNm |
| Person Title | GEN SEC/TREAS | PersonTitleTxt |
| Phone | 2024299100 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOANN WOODSON CPA | PreparerPersonNm |
| PTIN | P01293745 | PTIN |
| Phone | 2023319880 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES T CALLAHAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 17TH STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $106,023,998 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.IUOE.ORG | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1896 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | TO EVALUATE THE TRADE OF OPERATING ENGINEERS TO ITS PROPER POSITION IN ALL INDUSTRIAL ACTIVITY AND THE RANKS OF ORGANIZED WORKERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 119 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $51,822,836 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $53,847,628 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,197,607 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,118,767 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,509,653 | PYOtherRevenueAmt |
| CY Other Revenue | $2,416,497 | CYOtherRevenueAmt |
| PY Total Revenue | $67,530,096 | PYTotalRevenueAmt |
| CY Total Revenue | $72,382,892 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $2,533,725 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $2,308,458 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $35,006,955 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $33,158,946 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $17,704,553 | PYOtherExpensesAmt |
| CY Other Expenses | $23,143,168 | CYOtherExpensesAmt |
| PY Total Expenses | $55,245,233 | PYTotalExpensesAmt |
| CY Total Expenses | $58,610,572 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,284,863 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,772,320 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $353,489,039 | TotalAssetsBOYAmt |
| Total Assets EOY | $367,262,627 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $41,957,163 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,052,656 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $311,531,876 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $330,209,971 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO ELEVATE THE TRADE OF OPERATING ENGINEERS TO ITS PROPER POSITION IN ALL INDUSTRIAL ACTIVITY AND THE RANKS OF ORGANIZED WORKERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | TO ORGANIZE ALL WORKERS FOR THE ECONOMIC MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | Yes (1) | PoliticalCampaignActyInd |
| Subject To Proxy Tax | Yes (1) | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 651 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 119 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | 0 | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2024299100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 17TH STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd |
|---|---|---|---|---|---|---|---|
| BURNS RUSSELL | |||||||
| GENERAL VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $82,628 | $0 | $26,985 | |
| CALLAHAN JAMES T | |||||||
| GENERAL PRESIDENT | 40.00 | Yes (X) | Yes (X) | $506,529 | $0 | $123,426 | |
| GALLAGHER MICHAEL | |||||||
| GENERAL VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $92,254 | $0 | $26,985 | |
| HEENAN ROBERT T | |||||||
| GENERAL VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $101,223 | $0 | $26,985 | |
| HICKEY BRIAN E | |||||||
| GEN. SECRETARY-TREASURER | 40.00 | Yes (X) | Yes (X) | $134,502 | $0 | $42,303 | |
| KALMAR JERRY L | |||||||
| GENERAL VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $81,786 | $0 | $26,985 | |
| KAMINSKA RODGER | |||||||
| GENERAL VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $64,952 | $0 | $17,927 | |
| KONOPASKI DAREN | |||||||
| GENERAL VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $91,152 | $0 | $26,985 | |
| LALEVEE GREG | |||||||
| GENERAL VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $91,860 | $0 | $26,985 | |
| MAIERLE MARK | |||||||
| GENERAL VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $90,772 | $0 | $26,985 | |
| MCGOWAN TERRANCE | |||||||
| GENERAL VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $91,772 | $0 | $26,985 | |
| MCGRAW DANIEL | |||||||
| GENERAL VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $92,614 | $0 | $26,985 | |
| RASETTA LOUIS G | |||||||
| GENERAL VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $95,106 | $0 | $26,985 | |
| SINK PATRICK L | |||||||
| GENERAL VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $93,107 | $0 | $26,985 | |
| SWEENEY JAMES | |||||||
| GENERAL VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $89,613 | $0 | $26,985 | |
| WAGGONER WILLIAM C | |||||||
| GENERAL VICE PRESIDENT | 40.00 | Yes (X) | Yes (X) | $103,238 | $0 | $26,985 | |
| AHERN JOHN | |||||||
| TRUSTEE | 40.00 | Yes (X) | $28,987 | $0 | $8,010 | ||
| BROWN KUBA J | |||||||
| TRUSTEE | 40.00 | Yes (X) | $29,987 | $0 | $8,010 | ||
| KUNZ JAMES T | |||||||
| TRUSTEE | 40.00 | Yes (X) | $29,685 | $0 | $8,010 | ||
| MOFFATT BRUCE | |||||||
| TRUSTEE | 40.00 | Yes (X) | $28,100 | $0 | $8,010 | ||
| SHANAHAN JOSEPH | |||||||
| TRUSTEE | 40.00 | Yes (X) | $28,983 | $0 | $8,010 | ||
| POUPORE RAYMOND J | |||||||
| EXECUTIVE VP - NCAII | 40.00 | $306,784 | $0 | $107,219 | Yes (X) | ||
| LOUGHRY JOHN W | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $300,184 | $0 | $110,034 | Yes (X) | ||
| GIACIN JOSEPH A | |||||||
| CHIEF OF STAFF | 40.00 | $299,747 | $0 | $110,034 | Yes (X) | ||
| FIEDLER JEFFREY | |||||||
| DIRECTOR - INIATIVES | 40.00 | $299,079 | $0 | $104,967 | Yes (X) | ||
| JAMES TIMOTHY P | |||||||
| DIRECTOR - LEGISLATIVE | 40.00 | $263,571 | $0 | $61,343 | Yes (X) | ||
| WALL MICHAEL E | |||||||
| REGIONAL DIRECTOR | 40.00 | $258,332 | $0 | $98,535 | Yes (X) | ||
| HANLEY CHRISTOPHER J | |||||||
| DIRECTOR - PENSIONS | 40.00 | $256,164 | $0 | $105,105 | Yes (X) | ||
| LEARY JOHN J | |||||||
| CO-GENERAL COUNSEL | 40.00 | $250,996 | $0 | $100,668 | Yes (X) | ||
| NADEAU ELIZABETH A | |||||||
| CO-GENERAL COUNSEL | 40.00 | $243,347 | $0 | $100,668 | Yes (X) | ||
| D'ANTUONO MICHAEL W | |||||||
| DIRECTOR - NCAII | 40.00 | $239,698 | $0 | $89,005 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,766,752 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,562,089 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 14 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ALTSHULER BERZON LLP | |||||
| 177 POST STREET SUITE 300 | SAN FRANSISCO | CA | 94108 | LEGAL | $529,276 |
| BASH LLC | |||||
| 1400 S BARTON ST 417 | ARLINGTON | VA | 22204 | CONFERENCE SERVICES | $327,975 |
| THE SEGAL COMPANY | |||||
| 1920 N STREET NW SUITE 400 | WASHINGTON | DC | 200361659 | ACTUARIAL SERVICES | $188,700 |
| JAMES ZAZZALI | |||||
| 13 HANCE ROAD | RUMSON | NJ | 07760 | LEGAL | $150,000 |
| BRADY MCQURE & STEINBERG PC | |||||
| 303 SOUTH BROADWAY SUITE 234 | TARRYTOWN | NY | 10591 | LEGAL | $124,744 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP DUES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $53,847,628 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $53,847,628 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $53,847,628 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,431,332 | TotalRevenueColumnAmt |
| Exclusion | $13,431,332 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,122,797 | TotalRevenueColumnAmt |
| Exclusion | $1,122,797 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,019,054 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,019,054 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,019,054 | TotalRevenueColumnAmt |
| Exclusion | $1,019,054 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,202,664 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $33,497,342 | SecuritiesAmt |
| Other | $17,887 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,705,322 | SecuritiesAmt |
| Other | -$17,887 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,687,435 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$17,887 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,705,322 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $149,460 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $125,877 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,583 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,583 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SUNDRY | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $251,063 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $251,063 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $251,063 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $72,382,892 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,104,387 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,278,505 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,308,458 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,726,133 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,175,402 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,340,670 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $916,741 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,422,550 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,410 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,506 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,629,082 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,961 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $955,450 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $417,962 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $740,196 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,491,576 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,661,554 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,317,957 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,753,581 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,689 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| ORGANIZATION & EDUCATIO | $2,891,726 |
| CONTRIBUTIONS | $2,434,822 |
| POLITICAL EDUCATION | $1,768,900 |
| FLOWERS,REMEMBRANCE & G | $743,315 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,239,931 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,610,572 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,460,542 | BOYAmt |
| EOY | $3,710,715 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,014,796 | BOYAmt |
| EOY | $5,187,586 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,300,791 | BOYAmt |
| EOY | $7,077,110 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,965 | BOYAmt |
| EOY | $778,287 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $32,989,719 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $16,082,768 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,473,869 | BOYAmt |
| EOY | $16,906,951 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,987,517 | BOYAmt |
| EOY | $305,921,866 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,748,559 | BOYAmt |
| EOY | $27,680,112 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,489,039 | BOYAmt |
| EOY | $367,262,627 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,825,247 | BOYAmt |
| EOY | $1,906,145 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,131,916 | BOYAmt |
| EOY | $35,146,511 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,957,163 | BOYAmt |
| EOY | $37,052,656 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,531,876 | BOYAmt |
| EOY | $330,209,971 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,531,876 | BOYAmt |
| EOY | $330,209,971 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $353,489,039 | BOYAmt |
| EOY | $367,262,627 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,772,320 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,565,647 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $6,471,422 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule C IRS990ScheduleC
Section527 Political Org Section527PoliticalOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Paid Internal FundsPaidInternalFundsAmt |
|---|---|---|---|---|---|
| EPEC NY EDUCATION FUND | |||||
| 1125 17TH STREET NW | WASHINGTON | DC | 20036 | 760833676 | $835,000 |
| EPEC SEPARATE EDUCATION FUND | |||||
| 1125 17TH STREET NW | WASHINGTON | DC | 20036 | 134312872 | $764,400 |
| EPEC EDUCATION FUND | |||||
| 1125 17TH STREET NW | WASHINGTON | DC | 20036 | 522256381 | $171,778 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nonded | Yes (1) | SubstantiallyAllDuesNondedInd |
| Only In House Lobbying | 0 | OnlyInHouseLobbyingInd |
| Agree Carryover Prior Year | 0 | AgreeCarryoverPriorYearInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $704,775 | OtherCostOrOtherBasisAmt |
| Book Value | $704,775 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,448,134 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,705,174 | DepreciationAmt |
| Book Value | $13,742,960 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,836,810 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,377,594 | DepreciationAmt |
| Book Value | $2,459,216 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,906,951 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AFL-CIO HOUSING INVESTMENT TRUST | Desc |
| Book Value | $27,680,112 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $27,680,112 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED ORGANIZING GRANTS | $1,448,241 |
| ESTIMATED DEATH CLAIMS | $507,437 |
| ACCRUED POSTRETIREMENT BENEFIT COST | $31,942,934 |
| ACCRUED SEVERENCE PLAN COST | $1,247,899 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $35,146,511 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $74,014,634 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,565,647 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,179,502 | OtherRevenueAmt |
| Revenue Not Reported | $1,613,855 | RevenueNotReportedAmt |
| Revenue Subtotal | $72,400,779 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$17,887 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$17,887 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $72,382,892 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $62,263,333 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $6,348,240 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $6,348,240 | ExpensesNotReportedAmt |
| Expenses Subtotal | $55,915,093 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,695,479 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,695,479 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $58,610,572 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | 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 |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INCOME OF CONSOLIDATED ENTITES 3,053,625. COST OF GOOD SOLD 125,877. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF EQUIPMENT -17,887. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES OF CONSOLIDATED ENTITIES 6,204,476. COST OF GOODS SOLD 125,877. LOSS ON DISPOSAL OF EUIPMENT 17,887. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CONTRIBUTION EXPENSES NETTED WITH REVENUE 2,695,479. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | RegionTxt |
| Offices | 1 | OfficesCnt |
| Employee | 10 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | TO ORGANIZE ALL WORKERS FOR THE ECONOMIC, MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS. | SpecificServicesProvidedTxt |
| Region Total Expenditures | $1,949,394 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 1 | SubtotalOfficesCnt |
| Subtotal Employees | 10 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 1 | TotalOfficeCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Subtotal Spent | $1,949,394 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,949,394 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CALLAHAN JAMES T | ||||||||||||||
| GENERAL PRESIDENT | $357,554 | $0 | $0 | $0 | $148,975 | $0 | $102,069 | $0 | $21,357 | $0 | $629,955 | $0 | $0 | $0 |
| HICKEY BRIAN E | ||||||||||||||
| GEN. SECRETARY-TREASURER | $119,401 | $0 | $0 | $0 | $15,101 | $0 | $41,790 | $0 | $513 | $0 | $176,805 | $0 | $0 | $0 |
| POUPORE RAYMOND J | ||||||||||||||
| EXECUTIVE VP - NCAII | $265,988 | $0 | $8,000 | $0 | $32,796 | $0 | $91,623 | $0 | $15,596 | $0 | $414,003 | $0 | $0 | $0 |
| LOUGHRY JOHN W | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $250,581 | $0 | $27,528 | $0 | $22,075 | $0 | $92,139 | $0 | $17,895 | $0 | $410,218 | $0 | $0 | $0 |
| GIACIN JOSEPH A | ||||||||||||||
| CHIEF OF STAFF | $250,581 | $0 | $27,528 | $0 | $21,638 | $0 | $92,139 | $0 | $17,895 | $0 | $409,781 | $0 | $0 | $0 |
| FIEDLER JEFFREY | ||||||||||||||
| DIRECTOR - INIATIVES | $230,132 | $0 | $18,895 | $0 | $50,052 | $0 | $87,160 | $0 | $17,807 | $0 | $404,046 | $0 | $0 | $0 |
| JAMES TIMOTHY P | ||||||||||||||
| DIRECTOR - LEGISLATIVE | $92,966 | $0 | $22,595 | $0 | $148,010 | $0 | $40,446 | $0 | $20,897 | $0 | $324,914 | $0 | $0 | $0 |
| WALL MICHAEL E | ||||||||||||||
| REGIONAL DIRECTOR | $215,026 | $0 | $15,811 | $0 | $27,495 | $0 | $80,793 | $0 | $17,742 | $0 | $356,867 | $0 | $0 | $0 |
| HANLEY CHRISTOPHER J | ||||||||||||||
| DIRECTOR - PENSIONS | $238,802 | $0 | $0 | $0 | $17,362 | $0 | $83,581 | $0 | $21,524 | $0 | $361,269 | $0 | $0 | $0 |
| LEARY JOHN J | ||||||||||||||
| CO-GENERAL COUNSEL | $219,174 | $0 | $17,707 | $0 | $14,115 | $0 | $82,908 | $0 | $17,760 | $0 | $351,664 | $0 | $0 | $0 |
| NADEAU ELIZABETH A | ||||||||||||||
| CO-GENERAL COUNSEL | $219,174 | $0 | $17,707 | $0 | $6,466 | $0 | $82,908 | $0 | $17,760 | $0 | $344,015 | $0 | $0 | $0 |
| D'ANTUONO MICHAEL W | ||||||||||||||
| DIRECTOR - NCAII | $196,831 | $0 | $7,000 | $0 | $35,867 | $0 | $71,341 | $0 | $17,664 | $0 | $328,703 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE UNION PROVIDES FOR THE PERSONAL USE A UNION OWNED TOWNHOUSE AND RELATED CLEANING SERVICES FOR ITS GENERAL PRESIDENT. THE UNION ALSO PROVIDED FOR TAX INDEMNIFICATION AND GROSS-UP OF THE RELATED TAX PAYMENTS. THE UNION HAS PROVIDED FIRST-CLASS ON VARIOUS OCCASIONS DEPENDING ON CIRCUMSTANCES. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANCIS HANLEY | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FATHER OF DIRECTOR OF PENSIONS | RelationshipDescriptionTxt |
| Transaction | $31,793 | TransactionAmt |
| Transaction | DEFERRED COMP | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 11 | 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 STATEMENT NO. 158 6,471,422. |
| FORM 990, PART XII, LINE 2 C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | EINEIN |
|---|---|---|---|---|---|---|---|---|
| IUOE GENERAL PENSION PLAN | ||||||||
| 4115 CHESAPEAKE STREET NW | WASHINGTON | DC | 20016 | PENSION CONTRIBUTIONS | DC | 501(A) | 0 | |
| IUOE HEADQUARTERS PENSION PLAN | ||||||||
| 1125 17TH STREET NW | WASHINGTON | DC | 20036 | PENSION CONTRIBUTIONS | DC | 501(A) | 0 | |
| EPEC NY EDUCATION FUND | ||||||||
| 1125 17TH STREET NW | WASHINGTON | DC | 20036 | POLITICAL EDUCATION COMMITTEE | DC | 527 | 0 | 760833676 |
| EPEC SEPARATE EDUCATION FUND | ||||||||
| 1125 17TH STREET NW | WASHINGTON | DC | 20036 | POLITICAL EDUCATION COMMITTEE | DC | 527 | 0 | 134312872 |
| EPEC VOLUNTARY FUND | ||||||||
| 1125 17TH STREET NW | WASHINGTON | DC | 20036 | POLITICAL EDUCATION COMMITTEE | DC | 527 | 0 | 522298629 |
| OPERATING ENGINEERS NATIONAL CHARITY FUND | ||||||||
| 1125 17TH STREET NW | WASHINGTON | DC | 20036 | DISASTER RELIEF | DC | 501(C)3 | 0 | 260272760 |
| EPEC EDUCATION FUND | ||||||||
| 1125 17TH STREET NW | WASHINGTON | DC | 20036 | POLITICAL EDUCATION COMMITTEE | DC | 527 | 0 | 522256381 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |