2012-04-30T15:18:01-05:00 2011-06-30 CALIBRE CPA GROUP PLLC 1850 K STREET NW WASHINGTON DC 20006 990 2010-07-01 530088380 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS INTE 2027286200 900 7TH STREET NW WASHINGTON DC 20001 SALVATORE J CHILIA 2027286200 2012-04-30 1 CRAIG A STEVENS CPA 2023319880 2010 2016-02-24 21:20:13Z EDWIN D HILL 900 7TH STREET NW WASHINGTON DC 20001 370961760 0 X WWW.IBEW.ORG X 1891 DC TO ORGANIZE ALL WORKERS FOR THEIR MORAL, ECONOMIC, SOCIAL ADVANCEMENT, CONDITION AND STATUS. 9 0 427 0 868770 0 0 0 103422805 104537343 14400495 25026785 9147463 8989099 126970763 138553227 931618 1789532 0 0 97208767 96409923 0 0 0 43388438 44396940 141528823 142596395 -14558060 -4043168 481803092 500599741 289056815 247078548 192746277 253521193 TO ORGANIZE ALL WORKERS FOR THE MORAL, ECONOMIC AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS. 0 0 TO ORGANIZE ALL WORKERS FOR THE MORAL, ECONOMIC AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS. 0 0 0 1 0 0 0 0 0 1 1 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 528 0 1 427 1 1 1 1 CA 0 0 0 0 0 0 X 9 0 0 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X SALVATORE J CHILIA INTERNATIONAL 2027286200 900 7TH STREET NW WASHINGTON DC 20001 EDWIN D HILL 40.00 X 351697 0 142747 SALVATORE J CHILIA 40.00 X 198337 0 97888 FRANK J CARROLL 40.00 X 196207 0 92730 KENNETH W COOPER 40.00 X 140743 0 77468 JOE DAVIS 40.00 X 196207 0 92730 PHILLIP FLEMMING 40.00 X 193379 0 75052 JONATHAN B GARDNER 40.00 X 201030 0 92730 CURTIS E HENKE 40.00 X 195688 0 92730 TED C JENSEN 40.00 X 194460 0 92730 ROBERT P KLEIN 40.00 X 193801 0 92730 MICHAEL S MOWREY 40.00 X 193801 0 92730 DONALD C SIEGEL 40.00 X 196577 0 92730 LONNIE R STEPHENSON 40.00 X 160487 0 89719 JOHN BRIEGEL 10.00 X X 39333 0 21136 JOSEPH P CALABRO 10.00 X X 40930 0 38832 MYLES J CALVEY 10.00 X X 40899 0 38832 JOHN CLARKE 10.00 X X 40999 0 38832 PATRICK LAVIN 10.00 X X 40999 0 38832 GREGORY LUCERO 10.00 X X 40941 0 38832 ROBERT W PIERSON 10.00 X X 48037 0 41249 WILLIAM W RILEY 10.00 X X 41081 0 38832 STEPHEN SCHOEMEHL 10.00 X X 40999 0 35123 LAWRENCE NEIDIG 40.00 X 215910 0 92730 LARRY REIDENBACH 40.00 X 199635 0 88778 KIRK GROENENDAAL 40.00 X 164319 0 84748 SHERILYN WRIGHT 40.00 X 170478 0 84748 JERRY WESTERHOLM 40.00 X 155320 0 78634 3892294 0 1984852 218 0 1 0 KELLY PRESS 1701 CABIN BRANCH ROAD CHEVERLY MD 20785 PRINTER 2593671 AUTOMOTIVE RENTAL INC PO BOX 8500-4375 PHILADELPHIA PA 19178 AUTO LEASING 1962058 SHERMAN DUNN COHEN 900 7TH STREET NW WASHINGTON DC 20001 ATTORNEY 1950697 POSTMASTER 900 BRENTWOOD ROAD NE WASHINGTON DC 20006 MAILER 1334274 AMERICAN EXPRESS PO BOX 360001 FT LAUDERDALE FL 33336 CREDIT CARD COMPANY 959710 50 MEMBERSHIP DUES 900099 98821018 98821018 ADMIN.REIMBURSEMENTS 900099 3920000 3920000 CONFERENCE FEES 900099 754148 754148 OTHER RELATED REVENUES 900099 607353 607353 SPECIAL PROJECT FEES 900099 434824 434824 104537343 11966274 11966274 1800070 1800070 6191752 6191752 6191752 868770 5322982 244665496 231604985 13060511 13060511 13060511 782736 803548 -20812 -20812 CURRENCY TRANSLATION 900099 1018089 1018089 1018089 138553227 104537343 868770 33147114 1750932 38600 4544897 42803944 21106666 21179760 6774656 2433467 105899 1213521 1965736 19472 1764673 8454221 7384548 1905274 7865876 3299874 733511 "ELECTRICAL WORKERS" 3971153 LOCAL UNION ORGANIZING 2005060 DUES & SUBSCRIPTIONS 739828 TAXES 262814 PARKING 111750 160263 142596395 1500 1606056 23672995 27562988 12642028 10270752 1613500 528000 1281993 1251166 1484879 981314 46226625 21097848 27975177 25128777 277314045 307529440 60599786 63033936 75217189 62707312 481803092 500599741 9495092 12297466 5385983 6103178 274175740 228677904 289056815 247078548 X 192746277 253521193 192746277 253521193 481803092 500599741 X -4043168 64818084 X X 0 1 0 X 0 1 1 0 29205625 8605000 20600625 16887069 12403929 4483140 133931 88919 45012 25128777 INVESTMENT IN IBEW - HQ BUILDING, LLC -6865958 C AFL-CIO HOUSING INVESTMENT TRUST 15252175 F INDURE REAL ESTATE FUND 54647719 F 63033936 HOMES ON RELOCATION 1157671 DEPOSITS 52791 GUARANTEED PAYMENTS DUE FROM IBEW HQ BLDG, LLC 61496850 62707312 ACCRUED POST RETIREMENT BENEFIT COST 160252000 ACCRUED NET POST RETIREMENT COST 65310821 RECIPROCITY FUNDS HELD 3115083 228677904 NORTH AMERICA 2 28 PROGRAM SERVICES UNION ACTIVITIES IN CANADA 6372782 2 28 0 0 2 28 6372782 0 6372782 0 0 0 0 0 0 1 AFL-CIO SECRETARY-TREASURER 815 SIXTEENTH STREET WASHINGTON DC 20001 530025755 501(C)(5) 5000 CONTRIBUTION AFL-CIO STATE UNITY FUND 815 SIXTEENTH STREET WASHINGTON DC 20001 530025755 501(C)(5) 900000 CONTRIBUTION ALLIANCE FOR RETIRED AMERICANS 815 SIXTEENTH STREET WASHINGTON DC 20006 522277805 501(C)(4) 5000 CONTRIBUTION APALA 815 16TH STREET NW WASHINGTON DC 20006 521777961 501(C)(5) 10000 CONTRIBUTION APRI 815 16TH STREET NW WASHINGTON DC 20006 132548181 501(C)(4) 5000 CONTRIBUTION BUILDING & CONSTRUCTION TRADES 815 16TH STREET NW WASHINGTON DC 20006 530025755 501(C)(5) 5000 CONTRIBUTION CATHOLIC CHARITIES FOUNDATION 924 G STREET NW WASHINGTON DC 20001 020671101 501(C)(3) 5000 CONTRIBUTION CBTU 1625 L STREET NW WASHINGTON DC 20036 521128179 501(C)(5) 5000 CONTRIBUTION CITY OF BRIDGEPORT 999 BROAD STREET BRIDGEPORT CT 06604 5000 CONTRIBUTION COALITION OF LABOR UNION WOMEN (CLUW) 815 16TH STREET NW WASHINGTON DC 20006 237451023 501(C)(5) 5000 CONTRIBUTION CROHNS & COLITIS FOUNDATION 386 PARK AVE SOUTH NEW YORK NY 10016 136193105 501(C)(3) 125000 CONTRIBUTION DIVERSIFIED MEDIA ENTERPRISE 520 UNIVERSITY AVENUE MADISON WI 53703 25000 CONTRIBUTION EDWARD M KENNEDY INSTITUTE 400 ATLANTIC AVENUE BOSTON MA 02111 270963869 501(C)(3) 5000 CONTRIBUTION GREATER BRIDGEPORT ST PATRICKS DAY 27 COUNTRY RIDGE DRIVE SHELTON CT 06604 061317024 501(C)(4) 10000 CONTRIBUTION INSTITUTO LABORAL DE LA RAZA 2947 16TH STREET SAN FRANCISCO CA 94103 942890401 501(C)(3) 7500 CONTRIBUTION JOSEPH J HUNT RETIREMENT PARTY 1750 NEW YORK AVENUE NW WASHINGTON DC 20006 5000 CONTRIBUTION LEADERSHIP CONFERENCE 1629 K STREET NW WASHINGTON DC 20006 520789800 501(C)(4) 5000 CONTRIBUTION LOCAL UNION 159 IBEW 1602 S PARK STREET MADISON WI 53715 501(C)(5) 22230 CONTRIBUTION LOCAL UNION 2320 IBEW 46 THIRD STREET MANCHESTER NH 03102 020280098 501(C)(5) 8969 CONTRIBUTION LOCAL UNION 405 IBEW 1211 WILEY BLVD CEDAR RAPIDS IA 52404 501(C)(5) 5000 CONTRIBUTION MARCH OF DIMES FOUNDATION 2700 S QUINCY STREET ARLINGTON VA 22206 131846366 501(C)(3) 11800 CONTRIBUTION NATIONAL BUILDING MUSEUM 401 F STREET NW WASHINGTON DC 20001 521050999 501(C)(3) 5000 CONTRIBUTION NATIONAL LABOR COLLEGE 10000 NEW HAMPSHIRE AVENUE SILVER SPRING MD 20903 520895834 501(C)(3) 100000 CONTRIBUTION NUCLEAR ENERGY INSTITUTE PO BOX 759072 BALTIMORE MD 21275 521209124 501(C)(6) 5000 CONTRIBUTION PROJECT TYPE ZERO 5460 WARD ROAD ARVADA CO 80002 7500 CONTRIBUTION SALVATION ARMY PO BOX 600 BEAVER FALLS PA 15010 5000 CONTRIBUTION THE FAITH & POLITICS INSTITUTE 110 MARYLAND AVENUE NE WASHINGTON DC 20002 521759052 501(C)(3) 5000 CONTRIBUTION UNION SPORTSMENS ALLIANCE 3340 PERIMETER HILL DR NASHVILLE TN 37211 272345009 501(C)(4) 262500 CONTRIBUTION UNIONS FOR JOBS AND THE ENVIRONMENT PO BOX 56173 WASHINGTON DC 20046 522273060 501(C)(4) 5000 CONTRIBUTION UNITED WAY OF THE NAT'L CAPITAL 8391 OLD COURTHOUSE ROAD VIENNA VA 22182 530234290 501(C)(3) 14000 CONTRIBUTION WOMEN'S ACTION FOR NEW DIRECTIONS EDUCATION FUND INC 691 MASSACHUSETTS AVENUE ARLINGTON MA 02476 042751387 501(C)(3) 10000 CONTRIBUTION 10 21 SCHOLARSHIP AWARDS 9 38600 X X X 1 1 X 0 1 0 EDWIN D HILL 312107 0 0 0 39590 0 120782 0 21965 0 494444 0 0 0 SALVATORE J CHILIA 192469 0 0 0 5868 0 75923 0 21965 0 296225 0 0 0 FRANK J CARROLL 192469 0 0 0 3738 0 70765 0 21965 0 288937 0 0 0 KENNETH W COOPER 140453 0 0 0 290 0 55503 0 21965 0 218211 0 0 0 JOE DAVIS 192469 0 0 0 3738 0 70765 0 21965 0 288937 0 0 0 PHILLIP FLEMMING 193379 0 0 0 0 0 67683 0 7369 0 268431 0 0 0 JONATHAN B GARDNER 192469 0 0 0 8561 0 70765 0 21965 0 293760 0 0 0 CURTIS E HENKE 192469 0 0 0 3219 0 70765 0 21965 0 288418 0 0 0 TED C JENSEN 192469 0 0 0 1991 0 70765 0 21965 0 287190 0 0 0 ROBERT P KLEIN 192469 0 0 0 1332 0 70765 0 21965 0 286531 0 0 0 MICHAEL S MOWREY 192469 0 0 0 1332 0 70765 0 21965 0 286531 0 0 0 DONALD C SIEGEL 192469 0 0 0 4108 0 70765 0 21965 0 289307 0 0 0 LONNIE R STEPHENSON 158059 0 0 0 2428 0 67754 0 21965 0 250206 0 0 0 LAWRENCE NEIDIG 192469 0 0 0 23441 0 70765 0 21965 0 308640 0 0 0 LARRY REIDENBACH 181349 0 0 0 18286 0 66813 0 21965 0 288413 0 0 0 KIRK GROENENDAAL 164319 0 0 0 0 0 62783 0 21965 0 249067 0 0 0 SHERILYN WRIGHT 170009 0 0 0 469 0 62783 0 21965 0 255226 0 0 0 JERRY WESTERHOLM 152805 0 0 0 2515 0 56669 0 21965 0 233954 0 0 0 PART I, LINE 1A THE UNION PROVIDES FIRST CLASS OR CHARTER SERVICE TRAVEL FOR THE INTERNATIONAL PRESIDENT AND INTERNATIONAL SECRETARY-TREASURER AND THEIR SPOUSES AS DEEMED NECESSARY TO CONDUCT OFFICIAL UNION BUSINESS. SPOUSAL TRAVEL COSTS ARE GROSSED UP FOR TAXES AND REPORTED AS COMPENSATION TO THE OFFICERS. PART I, LINE 4B PENSION BENEFITS AS PROVIDED BY THE INTERNATIONAL CONSTITUTION EXCEED THE IRS QUALIFIED COMPENSATION LIMITS AND ARE THEREFORE PROVIDED BY A SUPPLEMENTAL RETIREMENT PLAN ON BEHALF OF THE INTERNATIONAL PRESIDENT AND THE INTERNATIONAL SECRETARY-TREASURER. EDWIN D HILL JR FAMILY MEMBER OF EDWIN D. HILL, INTERNATIONAL PRESIDENT 118391 EMPLOYMENT 0 MICHAEL A D'AMICO FAMILY MEMBER OF FRANK J. CARROLL, INTERNATIONAL VICE PRESIDENT 117927 EMPLOYMENT 0 KATHY J PETERSEN FAMILY MEMBER OF TED C. JENSEN, INTERNATIONAL VICE PRESIDENT 69035 EMPLOYMENT 0 GINA COOPER FAMILY MEMBER OF KENNETH W. COOPER - INTERNATIONAL VICE PRESIDENT 155156 EMPLOYMENT 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS THAT ARE REPRESENTED BY THEIR LOCAL UNION IN ACCORDANCE WITH THEIR RESPECTIVE RULES AND BYLAWS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS IN GOOD STANDING ELECT THE DELEGATES WHO THEN ATTEND THE GENERAL CONVENTION TO ELECT THE MEMBERS OF THE GOVERNING BODY BY PLURALITY VOTE THROUGH A SECRET BALLOT. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S CONSTITUTION IS ITS GOVERNING DOCUMENT. THE CONSTITUTION DESCRIBES THOSE DECISIONS THAT THE GOVERNING BODY CAN MAKE ON ITS OWN AND THOSE WHICH MUST BE MADE, RATIFIED OR APPROVED BY THE DELEGATES TO A CONVENTION. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY SENIOR EXECUTIVE STAFF AND BOTH THE INTERNATIONAL PRESIDENT AND THE INTERNATIONAL SECRETARY TREASURER. FORM 990, PART VI, SECTION B, LINE 12C THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS POSTS ITS CONFLICT OF INTEREST POLICY ON ITS INTRANET AND ANNUALLY FOLLOWS UP ON ANY COMMUNICATIONS OF POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE GOVERNING BODY AND OFFICERS IS ESTABLISHED BY THE ORGANIZATIONS CONSTITUTION AND IS ADJUSTED ANNUALLY BY REFERENCE TO AVERAGE PERCENTAGE INCREASES NEGOTIATED AND APPROVED FOR THE MEMBERS OF THE CONSTRUCTION, MANUFACTURING, TELEPHONE, AND UTILITY BRANCHES OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS. THE COMPENSATION OF OTHER KEY PERSONNEL IS DETERMINED BY THE INTERNATIONAL PRESIDENT, IN CONSULTATION WITH THE INTERNATIONAL SECRETARY TREASURY. COMPARABILITY DATA IS ANALYZED AS PART OF THE PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC UNLESS REQUIRED BY LAW. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 35,733,616. INTERFUND TRANSFERS 29,084,468. TOTAL TO FORM 990, PART XI, LINE 5: 64,818,084. FINANCIAL STATEMENTS PART XI - LINE 2B AND PART IV LINE 12 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT PUBLIC ACCOUNTANT WITH AN UNQUALIFIED OPINION. HOWEVER THESE FINANCIAL STATEMENTS ARE PREPARED ON A CONSOLIDATED BASIS WHICH INCLUDES SUBSIDIARIES OF THE ORGANIZATION. IBEW PENSION BENEFIT FUND INC 900 7TH STREET NW WASHINGTON DC 20001 520951104 HOLDING CORPORATION DC 501(C)(2) N/A 0 IBEW PENSION BENEFIT FUND 900 7TH STREET NW WASHINGTON DC 20001 520951104 PROVIDE PENSION AND DEATH BENEFITS TO QUALIFYING PARTICIPANTS OF THE PLAN DC 501(C)(5) N/A 0 INT'L BROTHERHOOD OF ELECTRICAL WORKERS EDUCATIONAL COMMITTEE 900 7TH STREET NW WASHINGTON DC 20001 522257109 SEPARATE SEGREGATED FUND DC 527 N/A 0 INT'L BROTHERHOOD OF ELECTRICAL WORKERS COPE VOLUNTARY 900 7TH STREET NW WASHINGTON DC 20001 526147771 SEPARATE SEGREGATED FUND DC 527 N/A 0 PENSION PLAN FOR OFFICE EMPLOYEES OF THE IBEW 900 7TH STREET NW WASHINGTON DC 20001 530088380 PENSION PLAN DC 401(A) & 501(A) N/A 0 PENSION PLAN INTL OFF REPR& ASSIST OF IBEW 900 7TH STREET NW WASHINGTON DC 20001 530088380 PENSION PLAN DC 401(A) & 501(A) N/A 0 INT'L BROTHERHOOD OF ELECTRICAL WORKERS 401K PLAN 900 7TH STREET NW WASHINGTON DC 20001 530088380 PENSION PLAN DC 401(A) & 501(A) N/A 0 UNION ELECTRICAL INDUSTRY MASTER TRUST 900 7TH STREET NW WASHINGTON DC 20001 416511223 PENSION PLAN - MASTER TRUST DC 401(A) & 501(A) N/A 0 IBEW HEADQUARTERS BUILDING LLC 601 THIRTEENTH STREET NW WASHINGTON DC 20005 201187115 RENTAL ACTIVITIES DC UNRELATED 4340623 97338009 0 822451 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS - PENSION BENEFIT FUND P 3150000 IBEW HEADQUARTERS BUILDING LLC A 4570127 PENSION PLAN FOR OFFICE EMPLOYEES OF THE IBEW Q 4355000 PENSION PLAN - INTL OFF REPR & ASSIST OF IBEW Q 14410710