2014-11-13T14:33:20-06:00 2013-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2013-01-01 530088590 INTERNATIONAL UNION OF OPERATING ENGINEERS INTE 2024299100 1125 17TH STREET NW WASHINGTON DC 20036 BRIAN E HICKEY GEN SEC/TREAS 2024299100 2014-11-13 1 JOANN WOODSON CPA P01293745 2023319880 2013 2015-11-30 17:44:51Z JAMES T CALLAHAN 1125 17TH STREET NW WASHINGTON DC 20036 106023998 0 X WWW.IUOE.ORG X 1896 DC TO EVALUATE THE TRADE OF OPERATING ENGINEERS TO ITS PROPER POSITION IN ALL INDUSTRIAL ACTIVITY AND THE RANKS OF ORGANIZED WORKERS. 21 0 119 0 0 0 0 0 51822836 53847628 13197607 16118767 2509653 2416497 67530096 72382892 0 0 2533725 2308458 35006955 33158946 0 0 0 17704553 23143168 55245233 58610572 12284863 13772320 353489039 367262627 41957163 37052656 311531876 330209971 TO ELEVATE THE TRADE OF OPERATING ENGINEERS TO ITS PROPER POSITION IN ALL INDUSTRIAL ACTIVITY AND THE RANKS OF ORGANIZED WORKERS. 0 0 TO ORGANIZE ALL WORKERS FOR THE ECONOMIC MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION. 0 0 1 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 651 0 1 119 1 0 1 CA 0 0 0 0 X 21 0 0 0 0 0 1 1 0 1 1 0 1 1 1 1 0 1 1 1 0 0 0 X THE ORGANIZATION 2024299100 1125 17TH STREET NW WASHINGTON DC 20036 BURNS RUSSELL GENERAL VICE PRESIDENT 40.00 X X 82628 0 26985 CALLAHAN JAMES T GENERAL PRESIDENT 40.00 X X 506529 0 123426 GALLAGHER MICHAEL GENERAL VICE PRESIDENT 40.00 X X 92254 0 26985 HEENAN ROBERT T GENERAL VICE PRESIDENT 40.00 X X 101223 0 26985 HICKEY BRIAN E GEN. SECRETARY-TREASURER 40.00 X X 134502 0 42303 KALMAR JERRY L GENERAL VICE PRESIDENT 40.00 X X 81786 0 26985 KAMINSKA RODGER GENERAL VICE PRESIDENT 40.00 X X 64952 0 17927 KONOPASKI DAREN GENERAL VICE PRESIDENT 40.00 X X 91152 0 26985 LALEVEE GREG GENERAL VICE PRESIDENT 40.00 X X 91860 0 26985 MAIERLE MARK GENERAL VICE PRESIDENT 40.00 X X 90772 0 26985 MCGOWAN TERRANCE GENERAL VICE PRESIDENT 40.00 X X 91772 0 26985 MCGRAW DANIEL GENERAL VICE PRESIDENT 40.00 X X 92614 0 26985 RASETTA LOUIS G GENERAL VICE PRESIDENT 40.00 X X 95106 0 26985 SINK PATRICK L GENERAL VICE PRESIDENT 40.00 X X 93107 0 26985 SWEENEY JAMES GENERAL VICE PRESIDENT 40.00 X X 89613 0 26985 WAGGONER WILLIAM C GENERAL VICE PRESIDENT 40.00 X X 103238 0 26985 AHERN JOHN TRUSTEE 40.00 X 28987 0 8010 BROWN KUBA J TRUSTEE 40.00 X 29987 0 8010 KUNZ JAMES T TRUSTEE 40.00 X 29685 0 8010 MOFFATT BRUCE TRUSTEE 40.00 X 28100 0 8010 SHANAHAN JOSEPH TRUSTEE 40.00 X 28983 0 8010 POUPORE RAYMOND J EXECUTIVE VP - NCAII 40.00 X 306784 0 107219 LOUGHRY JOHN W CHIEF FINANCIAL OFFICER 40.00 X 300184 0 110034 GIACIN JOSEPH A CHIEF OF STAFF 40.00 X 299747 0 110034 FIEDLER JEFFREY DIRECTOR - INIATIVES 40.00 X 299079 0 104967 JAMES TIMOTHY P DIRECTOR - LEGISLATIVE 40.00 X 263571 0 61343 WALL MICHAEL E REGIONAL DIRECTOR 40.00 X 258332 0 98535 HANLEY CHRISTOPHER J DIRECTOR - PENSIONS 40.00 X 256164 0 105105 LEARY JOHN J CO-GENERAL COUNSEL 40.00 X 250996 0 100668 NADEAU ELIZABETH A CO-GENERAL COUNSEL 40.00 X 243347 0 100668 D'ANTUONO MICHAEL W DIRECTOR - NCAII 40.00 X 239698 0 89005 4766752 0 1562089 14 0 1 0 ALTSHULER BERZON LLP 177 POST STREET SUITE 300 SAN FRANSISCO CA 94108 LEGAL 529276 BASH LLC 1400 S BARTON ST 417 ARLINGTON VA 22204 CONFERENCE SERVICES 327975 THE SEGAL COMPANY 1920 N STREET NW SUITE 400 WASHINGTON DC 200361659 ACTUARIAL SERVICES 188700 JAMES ZAZZALI 13 HANCE ROAD RUMSON NJ 07760 LEGAL 150000 BRADY MCQURE & STEINBERG PC 303 SOUTH BROADWAY SUITE 234 TARRYTOWN NY 10591 LEGAL 124744 5 MEMBERSHIP DUES 900099 53847628 53847628 53847628 13431332 13431332 1122797 1122797 1019054 0 1019054 1019054 1019054 36202664 33497342 17887 2705322 -17887 2687435 -17887 2705322 149460 125877 23583 23583 SUNDRY 900099 251063 251063 251063 72382892 54104387 0 18278505 2308458 13726133 16175402 2340670 916741 1422550 109410 376506 1629082 18961 955450 417962 740196 1491576 1661554 3317957 1753581 169689 ORGANIZATION & EDUCATIO 2891726 CONTRIBUTIONS 2434822 POLITICAL EDUCATION 1768900 FLOWERS,REMEMBRANCE & G 743315 1239931 58610572 1460542 3710715 4014796 5187586 7300791 7077110 502965 778287 32989719 16082768 18473869 16906951 271987517 305921866 49748559 27680112 353489039 367262627 1825247 1906145 40131916 35146511 41957163 37052656 X 311531876 330209971 311531876 330209971 353489039 367262627 X 13772320 -1565647 6471422 X X 0 1 X 1 0 EPEC NY EDUCATION FUND 1125 17TH STREET NW WASHINGTON DC 20036 760833676 835000 EPEC SEPARATE EDUCATION FUND 1125 17TH STREET NW WASHINGTON DC 20036 134312872 764400 EPEC EDUCATION FUND 1125 17TH STREET NW WASHINGTON DC 20036 522256381 171778 1 0 0 704775 704775 22448134 8705174 13742960 9836810 7377594 2459216 16906951 AFL-CIO HOUSING INVESTMENT TRUST 27680112 F 27680112 ACCRUED ORGANIZING GRANTS 1448241 ESTIMATED DEATH CLAIMS 507437 ACCRUED POSTRETIREMENT BENEFIT COST 31942934 ACCRUED SEVERENCE PLAN COST 1247899 35146511 X 74014634 -1565647 3179502 1613855 72400779 -17887 -17887 72382892 62263333 6348240 6348240 55915093 2695479 2695479 58610572 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. NORTH AMERICA 1 10 PROGRAM SERVICES TO ORGANIZE ALL WORKERS FOR THE ECONOMIC, MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS. 1949394 1 10 0 0 1 10 1949394 0 1949394 0 0 0 0 0 0 X X X X 1 1 X X 0 0 0 CALLAHAN JAMES T GENERAL PRESIDENT 357554 0 0 0 148975 0 102069 0 21357 0 629955 0 0 0 HICKEY BRIAN E GEN. SECRETARY-TREASURER 119401 0 0 0 15101 0 41790 0 513 0 176805 0 0 0 POUPORE RAYMOND J EXECUTIVE VP - NCAII 265988 0 8000 0 32796 0 91623 0 15596 0 414003 0 0 0 LOUGHRY JOHN W CHIEF FINANCIAL OFFICER 250581 0 27528 0 22075 0 92139 0 17895 0 410218 0 0 0 GIACIN JOSEPH A CHIEF OF STAFF 250581 0 27528 0 21638 0 92139 0 17895 0 409781 0 0 0 FIEDLER JEFFREY DIRECTOR - INIATIVES 230132 0 18895 0 50052 0 87160 0 17807 0 404046 0 0 0 JAMES TIMOTHY P DIRECTOR - LEGISLATIVE 92966 0 22595 0 148010 0 40446 0 20897 0 324914 0 0 0 WALL MICHAEL E REGIONAL DIRECTOR 215026 0 15811 0 27495 0 80793 0 17742 0 356867 0 0 0 HANLEY CHRISTOPHER J DIRECTOR - PENSIONS 238802 0 0 0 17362 0 83581 0 21524 0 361269 0 0 0 LEARY JOHN J CO-GENERAL COUNSEL 219174 0 17707 0 14115 0 82908 0 17760 0 351664 0 0 0 NADEAU ELIZABETH A CO-GENERAL COUNSEL 219174 0 17707 0 6466 0 82908 0 17760 0 344015 0 0 0 D'ANTUONO MICHAEL W DIRECTOR - NCAII 196831 0 7000 0 35867 0 71341 0 17664 0 328703 0 0 0 PART I, LINE 1A 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. FRANCIS HANLEY FATHER OF DIRECTOR OF PENSIONS 31793 DEFERRED COMP 0 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. 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 760833676 POLITICAL EDUCATION COMMITTEE DC 527 0 EPEC SEPARATE EDUCATION FUND 1125 17TH STREET NW WASHINGTON DC 20036 134312872 POLITICAL EDUCATION COMMITTEE DC 527 0 EPEC VOLUNTARY FUND 1125 17TH STREET NW WASHINGTON DC 20036 522298629 POLITICAL EDUCATION COMMITTEE DC 527 0 OPERATING ENGINEERS NATIONAL CHARITY FUND 1125 17TH STREET NW WASHINGTON DC 20036 260272760 DISASTER RELIEF DC 501(C)3 0 EPEC EDUCATION FUND 1125 17TH STREET NW WASHINGTON DC 20036 522256381 POLITICAL EDUCATION COMMITTEE DC 527 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0