2026-03-17T16:01:23-05:00 2025-06-30 320043599 LEGACY PROFESSIONALS LLP 4 WESTBROOK CORPORATE CTR STE 700 WESTCHESTER IL 60154 990 2024-07-01 486031851 INTERNATIONAL BROTHERHOOD OF BOILERMAKERS IRON SHIP BUILDERS INTE 9133712640 12200 N AMBASSADOR DRIVE 301 KANSAS CITY MO 64163 CLINTON PENNY INT'L SEC. TREASURER 9133712640 2026-03-17 1 0 GREG WALLENBECKER P01451145 3123680500 2026-03-17 2024 2025-03-06 01:10:19Z CLINTON PENNY 12200 N AMBASSADOR DRIVE 301 KANSAS CITY MO 64163 82708852 0 1252 X WWW.BOILERMAKERS.ORG X 1893 MO INTERNATIONAL LABOR UNION 6 0 119 0 0 0 0 0 57223627 59041491 2750887 5710434 303080 560852 60277594 65312777 259451 308436 83923 367315 37976724 34241620 0 0 0 17576683 24269125 55896781 59186496 4380813 6126281 91475521 96755472 1203455 425963 90272066 96329509 INTERNATIONAL LABOR UNION 0 0 THE INTERNATIONAL BROTHERHOOD PROMOTES AND PROTECTS THE INTERESTS OF ITS MEMBERS BY BARGAINING COLLECTIVELY WITH THEIR EMPLOYERS TO SECURE BETTER WORKING CONDITIONS, WAGES, AND SIMILAR BENEFITS. 0 0 1 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 1 1 1 0 1 0 0 1 1 0 0 0 0 1 1 0 0 1 587 0 1 119 1 0 1 CA 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X CLINTON PENNY 9133712640 12200 N AMBASSADOR DRIVE SUITE 301 KANSAS CITY MO 64163 TRUMAN WARREN FAIRLEY INTERNATIONAL PRESIDENT - PAST 55.00 X 270052 0 241142 TIMOTHY SIMMONS INTERNATIONAL PRESIDENT - NEW 55.00 X 361120 0 278661 KATHY STAPP INTERNATIONAL SEC - TREAS - PAST 55.00 X 294759 0 236346 CLINTON PENNY INTERNATIONAL SEC - TREAS - NEW 55.00 X 116049 0 85417 TOM BACA INTERNATIONAL VICE PRES 55.00 X 379880 0 327188 JOHN FULTZ INTERNATIONAL VICE PRES 55.00 X 344228 0 343321 DAN SULIVAN INTERNATIONAL VICE PRES 55.00 X 358112 0 273987 JEFFREY CAMPBELL INTERNATIONAL VICE PRES - NEW 55.00 X 289760 0 239091 ARNIE STADNICK INTERNATIONAL VICE PRES 55.00 X 337574 0 253849 MARTIN STANTON DIRECTOR - NAT'L CONST. AGREEMENTS 40.00 X 236545 0 191048 MARK GARRETT DIRECTOR - HEALTH & SAFETY SERVICES 40.00 X 233740 0 178132 JOHN CLARK INT'L REPRESENTATIVE - CSO 40.00 X 225492 0 184581 JEFFREY HUGHES DIRECTOR - NAT'L TRAINING SERVICES 40.00 X 219740 0 178385 ANTHONY HOWELL EXECUTIVE DIRECTOR - CSO 40.00 X 212921 0 173288 3879972 0 3184436 53 0 1 0 AMBASSADOR BUILDING LLC 12200 N AMBASSADOR DRIVE SUITE 10 KANSAS CITY MO 64163 LANDLORD 282969 MORGAN PILATE LLC 926 CHERRY STREET KANSAS CITY MO 64106 LEGAL SERVICES 210591 SEECON FINANCIAL & CONSTRUCTION 1800 WILLOW PASS COURT CONCORD CA 94520 LANDLORD 208239 WEINBERG ROGER & ROSENFELD 1375 55TH STREET EMERYVILLE CA 94608 LEGAL SERVICES 178565 UNITED UNIONS 1750 NEW YORK AVENUE NW WASHINGTON DC 20006 LANDLORD 176892 6 MEMBERSHIP DUES 900099 58352886 58352886 PRESCRIPTION DRUG REBATES 900099 554417 554417 MEDICARE PART D SUBSIDIES 900099 134188 134188 59041491 4044301 4044301 97481 97481 15595471 3466737 15175510 2220565 419961 1246172 1666133 1666133 23479 0 23479 23479 OTHER INCOME 900099 439892 439892 439892 65312777 59504862 0 5807915 219230 71515 17691 367315 5001253 12417150 7772417 6788062 2262738 593587 248813 232616 683104 1271405 283810 1138693 1595813 23669 863097 903708 670949 ORGANIZING EXPENSES 12178626 OFFICER AND REPRESENTAT 2842657 ADMINISTRATIVE EXPENSES 324600 MAINTENANCE FEES 121595 292383 59186496 17778 39136 17638256 15212679 7000000 6750000 38979 38979 15041618 4979547 12464721 10062071 46362359 56646665 7953428 8005942 91475521 96755472 746588 0 456867 425963 1203455 425963 X 90272066 96329509 90272066 96329509 91475521 96755472 X 6126281 -68838 X 0 1 X 1 0 139362 INT'L BROTHERHOOD OF BOILERMAKERS LEGISLATIVE EDUCATION FUND 12200 N AMBASSADOR DRIVE KANSAS CITY MO 64163 731642974 31800 1 1 0 PART I-A, LINE 1: THE INTERNATIONAL BROTHERHOOD PROVIDES INFORMATION TO ITS MEMBERS ABOUT ELECTORAL CAMPAIGNS AND ISSUES, ENCOURAGES ITS MEMBERS TO PARTICIPATE IN THE ELECTORAL PROCESS, AND COLLABORATES WITH OTHER LABOR ORGANIZATIONS AND ALLIED GROUPS ON ELECTORAL MATTERS, ALL IN ORDER TO SERVE THE BEST INTERESTS OF THE ORGANIZATION'S MEMBERS, THEIR FAMILIES AND ALL WORKING PEOPLE. THE INTERNATIONAL BROTHERHOOD ALSO SPONSORS A SEPARATE SEGREGATED FUND THAT IS REGISTERED AS A FEDERAL POLITICAL COMMITTEE WITH THE FEDERAL ELECTION COMMISSION (FEC) AND A SEPARATE SEGREGATED FUND THAT IS REGISTERED AS A POLITICAL ORGANIZATION WITH THE INTERNAL REVENUE SERVICE (IRS). THE INTERNATIONAL BROTHERHOOD PROVIDES ADMINISTRATIVE SUPPORT FOR THESE FUNDS IN ACCORDANCE WITH RESPECTIVE FEC AND IRS REGULATIONS. 4651199 4651199 5780994 1535168 4245826 3816110 3174032 642078 793315 270347 522968 10062071 INVESTMENT IN BANK STOCK 5551869 C AFL-CIO HOUSING INVESTMENT TRUST 1640816 C ACQUIRED REAL ESTATE 813257 C 8005942 PAYROLL WITHHOLDINGS 338995 CONSTITUTIONAL OVER/SHORT 86968 425963 X 65011323 -68838 -68838 65080161 232616 232616 65312777 58953880 0 58953880 232616 232616 59186496 PART X, LINE 2: THE INTERNATIONAL BROTHERHOOD IS REQUIRED TO EVALUATE ITS TAX POSITIONS AND DISCLOSE THE AMOUNT OF TAX LIABILITY IF THE INTERNATIONAL BROTHERHOOD HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE INTERNATIONAL BROTHERHOOD IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON CANADIAN CURRENCY CONVERSION -68,838. 0 CANADA 1 14 ACTIVITIES TO PROMOTE AND PROTECT THE INTERESTS OF CANADIAN MEMBERS BY BARGAINING COLLECTIVELY. ACTIVITIES TO PROMOTE AND PROTECT THE INTERESTS OF CANADIAN MEMBERS BY BARGAINING COLLECTIVELY. 3674420 1 14 0 0 1 14 3674420 0 3674420 SCHOLARSHIPS CANADA 16 17691 DIRECT PAYMENT TO UNIVERSITY N/A N/A 0 0 0 0 0 0 1 CENTRAL LABOR COUNCIL OF CCC (AFL-CIO) PO BOX 389 MARTINEZ CA 94553 940402674 501 (C) 5 15000 0 CHARITABLE CONTRIBUTION LABOR OF LOVE 5460 WARD ROAD ARVADA CO 08002 650865370 501(C) 3 10000 0 CHARITABLE CONTRIBUTION LABORLAB 210 E LYNDALE AVENUE HELENA MT 59601 863783640 501(C) 3 14800 0 CHARITABLE CONTRIBUTION NMAPC 901 N GLEBE ROAD SUITE 450 ARLINGTON VA 22203 521289622 501 (C) 6 25000 0 CHARITABLE CONTRIBUTION NORTH AMERICA'S BUILDING TRADES UNIONS 815 16TH STREET NW SUITE 600 WASHINGTON DC 20006 530025755 501 (C) 5 25000 0 CHARITABLE CONTRIBUTION ROSIE THE RIVETER TRUST PO BOX 71126 RICHMOND CA 94807 943335350 501(C) 3 35000 0 CHARITABLE CONTRIBUTION SHOOT FOR A CURE 1345 YOSEMITE CIRCLE OAKLEY CA 94561 800171936 501(C) 3 10000 0 CHARITABLE CONTRIBUTION UA CHARITABLE FUND TRUST 3 PARK PLACE ANNAPOLIS MD 21401 522345962 501(C) 3 10000 0 CHARITABLE CONTRIBUTION UNION SPORTSMEN'S ALLIANCE 4800 NORTHFIELD LANE SPRING HILL TN 37174 272345009 501(C) 3 66800 0 CHARITABLE CONTRIBUTION 6 3 SCHOLARSHIPS 47 71515 FMV N/A PART I, LINE 2: THE EXECUTIVE BOARD CAREFULLY REVIEWS ALL REQUESTS FOR DONATIONS PRIOR TO THEIR APPROVAL AND DISBURSEMENT. APPROVAL IS GRANTED ONLY TO REPUTABLE ORGANIZATIONS AND INDIVIDUALS WHO HAVE SATISFIED THE BOARD'S DUE DILIGENCE. THE BOARD PERFORMS NO SUBSEQUENT MONITORING OF THE USE OF DONATIONS AND GRANTS. ALL RECORDS REGARDING DISBURSEMENT OF FUNDS ARE MAINTAINED AT THE INTERNATIONAL'S OFFICE. X X 1 1 X 0 1 1 TOM BACA INTERNATIONAL VICE PRES 374913 0 0 0 4967 0 219624 0 107564 0 707068 0 0 0 JOHN FULTZ INTERNATIONAL VICE PRES 336129 0 0 0 8099 0 219213 0 124108 0 687549 0 0 0 TIMOTHY SIMMONS INTERNATIONAL PRESIDENT - NEW 349631 0 0 0 11489 0 227364 0 51297 0 639781 0 0 0 DAN SULIVAN INTERNATIONAL VICE PRES 355521 0 0 0 2591 0 222817 0 51170 0 632099 0 0 0 ARNIE STADNICK INTERNATIONAL VICE PRES 337574 0 0 0 0 0 219213 0 34636 0 591423 0 0 0 KATHY STAPP INTERNATIONAL SEC - TREAS - PAST 294759 0 0 0 0 0 201547 0 34799 0 531105 0 0 0 JEFFREY CAMPBELL INTERNATIONAL VICE PRES - NEW 286840 0 0 0 2920 0 181738 0 57353 0 528851 0 0 0 TRUMAN WARREN FAIRLEY INTERNATIONAL PRESIDENT - PAST 270052 0 0 0 0 0 182598 0 58544 0 511194 0 0 0 MARTIN STANTON DIRECTOR - NAT'L CONST. AGREEMENTS 236545 0 0 0 0 0 153922 0 37126 0 427593 0 0 0 MARK GARRETT DIRECTOR - HEALTH & SAFETY SERVICES 218464 0 0 0 15276 0 140126 0 38006 0 411872 0 0 0 JOHN CLARK INT'L REPRESENTATIVE - CSO 225492 0 0 0 0 0 145901 0 38680 0 410073 0 0 0 JEFFREY HUGHES DIRECTOR - NAT'L TRAINING SERVICES 216640 0 0 0 3100 0 142906 0 35479 0 398125 0 0 0 ANTHONY HOWELL EXECUTIVE DIRECTOR - CSO 203921 0 0 0 9000 0 137215 0 36073 0 386209 0 0 0 CLINTON PENNY INTERNATIONAL SEC - TREAS - NEW 115766 0 0 0 283 0 67528 0 17889 0 201466 0 0 0 PART I, LINE 1A FIRST-CLASS TRAVEL OR CHARTER TRAVEL. DURING CALENDAR YEAR 2024, THE INTERNATIONAL ALLOWED FOR ALL MEMBERS OF THE INTERNATIONAL EXECUTIVE COUNCIL TO TRAVEL FIRST CLASS. THE FIRST-CLASS TRAVEL IS NOT CONSIDERED TAXABLE COMPENSATION TO THOSE INDIVIDUALS REPORTED. TAX INDEMNIFICATION AND GROSS UP PAYMENTS. DURING CALENDAR YEAR 2024, THE INTERNATIONAL INDEMNIFIED PERSONAL USE OF THE INTERNATIONAL'S AUTOMOBILES FOR CERTAIN MEMBERS OF THE INTERNATIONAL EXECUTIVE COUNCIL AND CERTAIN OTHER EMPLOYEES. THESE INDEMNIFICATIONS WERE TREATED AS TAXABLE COMPENSATION AND ARE INCLUDED IN SCHEDULE J, PART II, COLUMN B (III). BANK OF LABOR MAJORITY SHAREHOLDER INVESTMENT X 7000000 6750000 0 1 1 6750000 BANK OF LABOR MAJORITY SHAREHOLDER, CUSTODIAL AND COMMERCIAL BANK, LOAN SERVICER 6750000 THE INTERNATIONAL OWNS A MAJORITY OF THE OUTSTANDING BANCSHARES ISSUED BY THE BANK OF LABOR (THE BANK) AND HOLDS BANK ACCOUNTS AND CUSTODIAL INVESTMENT ACCOUNTS AT THE BANK. PREVIOUSLY, THE INTERNATIONAL ENTERED INTO A LOAN ARRANGEMENT WITH THE BANK; THIS LOAN IS CONSIDERED AN INVESTMENT TO THE INTERNATIONAL. 0 MARK GARRETT EMPLOYEE 460060 MARK GARRETT IS THE DIRECTOR OF HEALTH AND SAFETY SERVICES FOR THE INTERNATIONAL. THE IBB PAYS MARK GARRETT A SALARY AND CONTRIBUTES TO EMPLOYEE BENEFIT PLANS ON HIS BEHALF. MARK GARRETT IS A FAMILY MEMBER OF PAST INTERNATIONAL PRESIDENT TRUMAN WARREN FAIRLEY JR. 0 JOHN BACA EMPLOYEE 328661 JOHN BACA IS THE DIRECTOR OF MORE WORK FUND INITIATIVES FOR THE INTERNATIONAL. THE IBB PAYS JOHN BACA A SALARY AND CONTRIBUTES TO EMPLOYEE BENEFIT PLANS ON HIS BEHALF. JOHN BACA IS A FAMILY MEMBER OF INTERNATIONAL VICE PRESIDENT TOM BACA. 0 KENDYLL STADNICK EMPLOYEE 107949 KENDYLL STADNICK IS A SECRETARY FOR THE INTERNATIONAL. THE IBB PAYS KENDYLL STADNICK A SALARY AND CONTRIBUTES TO EMPLOYEE BENEFIT PLANS ON HER BEHALF. KENDYLL STADNICK IS A FAMILY MEMBER OF INTERNATIONAL VICE PRESIDENT ARNIE STADNICK. 0 FORM 990, PART VI, SECTION A, LINE 6 THE INTERNATIONAL'S GENERAL MEMBERSHIP IS COMPRISED OF INDIVIDUALS WHO ARE MEMBERS IN GOOD STANDING AT VARIOUS LOCAL LODGES AFFILIATED WITH THE INTERNATIONAL. THE GENERAL MEMBERSHIP ELECTS DELEGATES TO ATTEND THE INTERNATIONAL CONVENTION WHICH PERIODICALLY IS CONVENED AS REQUIRED BY THE INTERNATIONAL'S GOVERNING DOCUMENTS. FORM 990, PART VI, SECTION A, LINE 7A THE INTERNATIONAL EXECUTIVE COUNCIL IS ELECTED EVERY 5 YEARS AT THE CONVENTION BY DELEGATES WHO ARE ELECTED BY THE GENERAL MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN EXECUTIVE COUNCIL DECISIONS ARE SUBJECT TO APPROVAL BY THE ELECTED DELEGATES AT THE CONVENTION WHICH IS CONVENED EVERY FIVE YEARS. FORM 990, PART VI, SECTION B, LINE 11B THE INTERNATIONAL SECRETARY TREASURER PROVIDES THE FORM 990 TO THE INTERNATIONAL EXECUTIVE COUNCIL FOR THEIR CAREFUL REVIEW AND APPROVAL. ONCE APPROVED, THE FORM IS SIGNED AND SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND EMPLOYEES FOLLOW THE CONFLICT OF INTEREST POLICY AS DESCRIBED IN ARTICLE 4.7 OF THE INTERNATIONAL'S CONSTITUTION. FORM 990, PART VI, SECTION B, LINE 15 THE SALARY OF THE INTERNATIONAL PRESIDENT IS DETERMINED AND VOTED UPON BY DELEGATES FROM EACH LOCAL LODGE AT THE INTERNATIONAL CONVENTION HELD EVERY FIVE YEARS. THE SALARIES OF THE INTERNATIONAL SECRETARY TREASURER AND INTERNATIONAL VICE PRESIDENTS ARE A PERCENTAGE OF THE INTERNATIONAL PRESIDENT'S ANNUAL SALARY. THESE PERCENTAGES ARE SET FORTH IN THE INTERNATIONAL'S CONSTITUTION WHICH HAS ALSO BEEN FORMALLY APPROVED BY THE DELEGATES AT THE CONVENTION. COMPENSATION ON PART VII MAY INCLUDE UNUSED VACATION PAYOUTS AS WELL AS SEVERANCE PAYMENTS UPON SEPARATION OF EMPLOYMENT WITH THE INTERNATIONAL. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE OF THE INTERNATIONAL BROTHERHOOD. FORM 990, PART XI, LINE 9: LOSS ON CANADIAN CURRENCY CONVERSION -68,838. FORM 990, SCHEDULE R, PART II, COLUMN B THE PRIMARY ACTIVITY OF THE INTERNATIONAL BROTHERHOOD OF BOILERMAKERS CAMPAIGN ASSISTANCE FUND IS TO PROVIDE FINANCIAL CONTRIBUTIONS TO FEDERAL CANDIDATES FOR POLITICAL OFFICE. FORM 990, SCHEDULE R, PART II, COLUMN B THE PRIMARY ACTIVITY OF THE INTERNATIONAL BROTHERHOOD OF BOILERMAKERS LEGISLATIVE EDUCATION FUND IS TO EDUCATE MEMBERS ON CURRENT LEGISLATIVE TOPICS AND PROVIDE ASSISTANCE TO STATE AND LOCAL CANDIDATES FOR POLITICAL OFFICE. INTERNATIONAL BROTHERHOOD BUILDING CORPORATION 12200 N AMBASSADOR DRIVE KANSAS CITY MO 64163 486031851 TO HOLD TITLE OF PROPERTY IN CANADA MO 421717 N/A INTERNATIONAL REAL ESTATE HOLDING COMPANY LLC 12200 N AMBASSADOR DRIVE KANSAS CITY MO 64163 TO HOLD TITLE OF INVESTMENTS AND COLLECT INCOME FROM THOSE INVESTMENTS MO 815081 N/A INT'L BROTHERHOOD OF BOILERMAKERS CAMPAIGN ASSISTANCE FUND 12200 N AMBASSADOR DRIVE KANSAS CITY MO 64163 731642980 SEE SCHEDULE O MO 527 N/A N/A 0 INT'L BROTHERHOOD OF BOILERMAKERS LEGISLATIVE EDUCATION FUND 12200 N AMBASSADOR DRIVE KANSAS CITY MO 64163 731642974 SEE SCHEDULE O MO 527 N/A N/A 0 INT'L BROTHERHOOD OF BOILERMAKERS OFFICERS AND EMP PENSION 12200 N AMBASSADOR DRIVE KANSAS CITY MO 64163 486031851 TO PROVIDE RETIREMENT BENEFITS FOR ELIGIBLE PARTICIPANTS MO 401(A) N/A N/A 0 BANK OF LABOR 8325 LENEXA DRIVE SUITE 300 LENEXA KS 66214 481081524 BANKING KS N/A C 0.58910 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1 0