2024-03-22T09:08:01-05:00 2023-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2022-07-01 530088380 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS INTE 2027286200 900 7TH STREET NW WASHINGTON DC 20001 PAUL A NOBLE INT'L SECRETARY-TREASURER 2027286200 2024-03-22 1 PAUL NOBLE 999009999 1 ERIN CRANMER P01712644 2023319880 2024-03-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KENNETH W COOPER 900 7TH STREET NW WASHINGTON DC 20001 369556682 0 X WWW.IBEW.ORG X 1891 DC TO ORGANIZE ALL WORKERS FOR THEIR MORAL, ECONOMIC, SOCIAL ADVANCEMENT, CONDITION AND STATUS. 9 0 479 0 0 0 667900 589116 165231184 174379654 16212071 16067726 1049166 -249132 183160321 190787364 3599650 1916221 0 0 103238665 113363532 0 0 0 63367355 53873683 170205670 169153436 12954651 21633928 667230438 744916558 134593729 141852845 532636709 603063713 TO ORGANIZE ALL WORKERS FOR THE MORAL, ECONOMIC AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS. 0 0 THE LARGEST OF OUR PROGRAM SERVICE EFFORTS IS CONTRACT NEGOTIATION AND ADMINISTRATION FOR EFFORTS DIRECTLY OR INDIRECTLY ASSISTING OUR LOCAL UNIONS IN THE NEGOTIATION AND ADMINISTRATION OF OUR VARIOUS COLLECTIVE BARGAINING AGREEMENTS. OTHER MAJOR PROGRAMMATIC EFFORTS INCLUDE ORGANIZING, TO REPRESENT ALL WORKERS FOR THE ADVANCEMENT OF THEIR CONDITION AND STATUS, AND THE ADMINISTRATION OF THE UNION WITH MEMBERSHIP PROCESSING AND EDUCATION OF OUR LOCAL UNIONS. 0 1 0 1 0 0 0 0 0 1 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 643 0 1 479 1 0 1 CA 0 0 0 0 0 0 X 9 0 1 0 0 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 X PAUL A NOBLE INTERNATIONAL SECRET 2027286200 900 7TH STREET NW WASHINGTON DC 20001 CHRIS ERIKSON INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 66860 0 68153 JOSEPH CALABRO INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 56966 0 63991 MYLES CALVEY INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 57487 0 63991 DANIEL SHIREY INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 56775 0 44486 WILLIAM RILEY INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 57487 0 63991 DON FINN INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 19344 0 54276 LEROY CHINCIO INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 56881 0 63991 TOM GRIFFITHS INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 31845 0 38601 FRANK FURCO FORMER INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 39103 0 42903 KENNETH COOPER INT'L PRESIDENT 40.00 5.00 X 428990 0 239765 LONNIE STEPHENSON IMMEDIATE PAST PRESIDENT 40.00 5.00 X 480732 0 132522 PAUL NOBLE INT'L SECRETARY/TREASURER 40.00 5.00 X 254782 0 203600 RUSSELL SCHEWCHUK INT'L VICE PRESIDENT 40.00 X 150182 0 133592 MICHAEL MONAHAN INT'L VICE PRESIDENT 40.00 X 269295 0 156824 DENNIS AFFINATI INT'L VICE PRESIDENT 40.00 X 218269 0 140248 GINA COOPER INT'L VICE PRESIDENT 40.00 X 273493 0 156824 BRIAN THOMPSON INT'L VICE PRESIDENT 40.00 X 272796 0 156824 MICHAEL CLEMMONS INT'L VICE PRESIDENT 40.00 X 73096 0 108161 CHRISTIAN WAGNER INT'L VICE PRESIDENT 40.00 X 196630 0 122157 JERRY BELLAH INT'L VICE PRESIDENT 40.00 X 269295 0 156824 DAVE REAVES INT'L VICE PRESIDENT 40.00 X 140338 0 111539 BRENT HALL INT'L VICE PRESIDENT 40.00 X 269295 0 156824 MARK HAGER INT'L VICE PRESIDENT 40.00 X 270254 0 156824 STEVEN SPEER FORMER INT'L VICE PRESIDENT 40.00 X 273373 0 95114 DAVID RUHMKORFF FORMER INT'L VICE PRESIDENT 40.00 X 132965 0 0 JOHN O'ROURKE FORMER INT'L VICE PRESIDENT 40.00 X 270254 0 115051 MICHAEL WELSH FORMER INT'L VICE PRESIDENT 40.00 X 200925 0 64259 JEFFREY MILLER FORMER CONTROLLER 40.00 X 265535 0 64047 RICKY OAKLAND EXEC. ASST. TO INT'L PRES 40.00 X 260181 0 156288 SHERILYN WRIGHT SR. EXEC. ASST. TO INT'L PRES 40.00 2.00 X 273698 0 150017 AUSTIN KEYSER SR. EXEC. ASST. TO INT'L PRES 40.00 2.00 X 236646 0 156523 BRIAN THREADGOLD INT'L REPRESENTATIVE 40.00 X 278201 0 141141 6201973 0 3579351 321 0 1 0 FREEMAN 1600 VICEROY DR 100 DALLAS TX 75235 EVENT CONSULTING 5674256 KELLY PRESS 1701 CABIN BRANCH ROAD CHEVERLY MD 20785 PRINTING SERVICES 5338004 CDWG INC 75 TRI-STATE INTERNATIONAL LINCOLNSHIRE IL 60069 TECHNOLOGY 2840240 AUTOMOTIVE RENTALS INC PO BOX 8500-4375 PHILADELPHIA PA 19178 AUTO LEASING 2287818 SHERMAN DUNN PC 900 7TH STREET NW WASHINGTON DC 20001 LEGAL SERVICES 2160719 49 589116 589116 MEMBERSHIP DUES 900099 165858356 165858356 ADMIN. REIMBURSEMENTS 900099 3947400 3947400 CONFERENCE FEES 900099 2855774 2855774 SPECIAL PROJECT INCOME 900099 936638 936638 OTHER RELATED REVENUES 900099 781486 781486 174379654 13134466 13134466 621020 621020 356393 0 356393 356393 356393 179713872 769408 177550020 0 2163852 769408 2933260 2933260 1333760 1219298 114462 114462 CURRENCY TRANSLATION 900099 -1341007 -1341007 -1341007 190787364 170546716 0 19651532 1880521 31700 4000 7345256 64694346 5936530 24502351 10885049 2716329 153855 445973 2452961 18551 3284839 8876604 7575592 5383493 64597 7724424 5207217 835667 "ELECTRICAL WORKERS" JO 5835750 DUES & SUBSCRIPTIONS 1456264 RELOCATION EXPENSE 822769 TAXES 413944 604854 169153436 5303456 4895545 25423398 41372662 12078600 14821675 20400500 20374000 1867853 2177270 1293876 1269199 53764784 43410539 13394130 10354245 348155308 359105174 223776434 210918463 15536883 79628325 667230438 744916558 19029110 13730232 12646235 13698396 102918384 114424217 134593729 141852845 X 532636709 603063713 532636709 603063713 667230438 744916558 X 21633928 14887981 33905095 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED IBEW PAC EDUCATIONAL FUND 900 7TH STREET NW WASHINGTON DC 20001 522257109 0 1300000 1 0 0 31014320 28360000 2654320 22516241 14937226 7579015 234223 113313 120910 10354245 77728621 C AFL-CIO HOUSING INVESTMENT TRUST 27204094 F INDURE REAL ESTATE FUND 105985748 F 210918463 DEPOSITS 512021 RECIPROCITY FUNDS HELD 15952924 PREPAIDS 481 HOMES ON RELOCATION 732505 EXCESS OF PENSION PLAN ASSETS OVER PBO 55136675 RIGHT OF USE ASSET 7280064 DUES REFUNDED 13655 79628325 LIABILITY FOR POSTRETIREMENT BENEFITS 89448000 RECIPROCITY FUNDS HELD 15950416 ACCRUED SUPPLEMENTAL PENSION 800116 FINANCE LEASE LIABILITY 515689 OPERATING LEASE LIABILITY 7536915 DUE TO PBF 173081 114424217 0 NORTH AMERICA - CANADA AND MEXICO, BUT 2 31 PROGRAM SERVICES UNION ACT CANADA 7766061 NORTH AMERICA - CANADA AND MEXICO, BUT 0 0 GRANTS TO RECIPIENTS IN THE REGION 4000 2 31 0 0 2 31 7770061 0 7770061 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 UNION SPORTSMENS ALLIANCE 3340 PERIMETER HILL DR NASHVILLE TN 37211 272345009 501C4 181500 0 PROGRAMMATIC SUPPORT ELECTRICAL WORKERS WITHOUT 900 7TH ST NW WASHINGTON DC 20001 813122508 501C3 250000 0 PROGRAMMATIC SUPPORT JOBS TO MOVE AMERICA CAMPAIGN CONTRIBUTION 525 S HEWITT ST LOS ANGELES CA 90013 815339041 501C3 50000 0 PROGRAMMATIC SUPPORT ECONOMIC POLICY INSTITUTE 1333 H STREET NW WASHINGTON DC 20005 521368964 501C3 30000 0 PROGRAMMATIC SUPPORT GOSNOLD INC 350 GIFFORD STREET STE W-10 FALMOUTH MA 02540 042502970 25000 0 PROGRAMMATIC SUPPORT TVTLC-TVA LABOR MANAGEMENT CONFERENCE 400 WEST SUMMIT HILL DRIVE KNOXVILLE TN 37902 260655041 501C3 25000 0 PROGRAMMATIC SUPPORT UNION VETERANS COUNCIL AFL CIO 815 BLACK LIVES MATTER PLZ NW WASHINGTON DC 20005 881296979 501C5 20000 0 PROGRAMMATIC SUPPORT CMRAVE 815 16TH ST NW WASHINGTON DC 20006 431972568 501C3 10000 0 PROGRAMMATIC SUPPORT ELECTRICAL WORKERS MINORITY CAUCUS (EWMC) PO BOX 821462 VANCOUVER WA 98682 541774039 501C3 10000 0 PROGRAMMATIC SUPPORT LCLAA 815 16TH STREET NW FOURTH FLOOR WASHINGTON DC 20006 520789800 501C4 10000 0 PROGRAMMATIC SUPPORT NABTU CONFERENCE FUND 815 16TH ST NW WASHINGTON DC 20006 530025755 501C5 10000 0 PROGRAMMATIC SUPPORT ROOSEVELT INSTITUTE 570 LEXINGTON AVE NEW YORK NY 10022 237213592 501C3 10000 0 PROGRAMMATIC SUPPORT SHAPIRO-DAVIS INAUGURATION 1617 JOHN F KENNEDY BLVD STE 1650 PHILADEPHIA PA 19103 921042075 501C4 10000 0 PROGRAMMATIC SUPPORT DIABETES RESEARCH INSTITUTE FOUNDATION 815 16TH STREET NW WASHINGTON DC 20006 591361955 501C3 7500 0 PROGRAMMATIC SUPPORT 15 13 SCHOLARSHIP AWARDS 10 31700 PART I, LINE 2: ALTHOUGH THE INTERNATIONAL UNION SOMETIMES MAKES CONTRIBUTIONS TO OTHER TAX-EXEMPT ORGANIZATONS, WE ARE NOT A GRANT-MAKING ORGANIZATION. X X X 1 1 X 0 1 0 KENNETH COOPER INT'L PRESIDENT 383185 0 0 0 45805 0 203876 0 35889 0 668755 0 0 0 LONNIE STEPHENSON IMMEDIATE PAST PRESIDENT 433780 0 0 0 46952 0 114578 0 17944 0 613254 0 0 0 PAUL NOBLE INT'L SECRETARY/TREASURER 249858 0 0 0 4924 0 167711 0 35889 0 458382 0 0 0 GINA COOPER INT'L VICE PRESIDENT 267503 0 0 0 5990 0 120935 0 35889 0 430317 0 0 0 BRIAN THOMPSON INT'L VICE PRESIDENT 267503 0 0 0 5293 0 120935 0 35889 0 429620 0 0 0 MARK HAGER INT'L VICE PRESIDENT 267503 0 0 0 2751 0 120935 0 35889 0 427078 0 0 0 MICHAEL MONAHAN INT'L VICE PRESIDENT 267503 0 0 0 1792 0 120935 0 35889 0 426119 0 0 0 JERRY BELLAH INT'L VICE PRESIDENT 267503 0 0 0 1792 0 120935 0 35889 0 426119 0 0 0 BRENT HALL INT'L VICE PRESIDENT 267503 0 0 0 1792 0 120935 0 35889 0 426119 0 0 0 SHERILYN WRIGHT SR. EXEC. ASST. TO INT'L PRES 252047 0 0 0 21651 0 114128 0 35889 0 423715 0 0 0 BRIAN THREADGOLD INT'L REPRESENTATIVE 252047 0 0 0 26154 0 105252 0 35889 0 419342 0 0 0 RICKY OAKLAND EXEC. ASST. TO INT'L PRES 249644 0 0 0 10537 0 120399 0 35889 0 416469 0 0 0 AUSTIN KEYSER SR. EXEC. ASST. TO INT'L PRES 236285 0 0 0 361 0 120634 0 35889 0 393169 0 0 0 JOHN O'ROURKE FORMER INT'L VICE PRESIDENT 267503 0 0 0 2751 0 79162 0 35889 0 385305 0 0 0 STEVEN SPEER FORMER INT'L VICE PRESIDENT 267503 0 0 0 5870 0 59225 0 35889 0 368487 0 0 0 DENNIS AFFINATI INT'L VICE PRESIDENT 213741 0 0 0 4528 0 113331 0 26917 0 358517 0 0 0 JEFFREY MILLER FORMER CONTROLLER 212377 0 0 0 53158 0 46103 0 17944 0 329582 0 0 0 CHRISTIAN WAGNER INT'L VICE PRESIDENT 195212 0 0 0 1418 0 104213 0 17944 0 318787 0 0 0 RUSSELL SCHEWCHUK INT'L VICE PRESIDENT 150182 0 0 0 0 0 122406 0 11186 0 283774 0 0 0 MICHAEL WELSH FORMER INT'L VICE PRESIDENT 198936 0 0 0 1989 0 28370 0 35889 0 265184 0 0 0 DAVE REAVES INT'L VICE PRESIDENT 139646 0 0 0 692 0 84622 0 26917 0 251877 0 0 0 MICHAEL CLEMMONS INT'L VICE PRESIDENT 72432 0 0 0 664 0 90217 0 17944 0 181257 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 IN THE AMOUNTS OF $20,500 AND $20,500, RESPECTIVELY. DAWN STEPHENSON FAMILY MEMBER OF LONNIE STEPHENSON - IMMEDIATE PAST INTERNATIONAL PRESIDENT 85757 EMPLOYMENT 0 FORM 990, PART VI, SECTION A, LINE 2 KENNETH COOPER AND GINA COOPER HAVE A FAMILY RELATIONSHIP. 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 11B 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 ORGANIZATION'S 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-TREASURER. 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. FORM 990, PART XI, LINE 9: DEFINED BENEFIT-RELATED CHANGES OTHER THAN NET PERIODIC BENEFITS COSTS 33,905,095. PART XII - LINE 2B AND PART IV LINE 12: THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT PUBLIC ACCOUNTANT WITH AN UNMODIFIED OPINION. HOWEVER THESE FINANCIAL STATEMENTS ARE PREPARED ON A CONSOLIDATED BASIS WHICH INCLUDES SUBSIDIARIES OF THE ORGANIZATION. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. 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 IBEW 0 INT'L BROTHERHOOD OF ELECTRICAL WORKERS COPE VOLUNTARY 900 7TH STREET NW WASHINGTON DC 20001 526147771 SEPARATE SEGREGATED FUND DC 527 IBEW 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 MONITOR INC 900 7TH STREET NW WASHINGTON DC 20001 161727562 PROMOTE & PROTECT THE ECONOMIC INTERESTS OF DOMESTIC MANUFACTURERS/SUPPLIERS DC 501(C)(6) N/A 0 ELECTRICAL WORKERS HISTORICAL SOCIETY 900 7TH STREET NW WASHINGTON DC 20001 475318494 OPERATION OF THE ELECTRICAL WORKERS MUSEUM MO 501(C)(3) 509(A)(1) N/A 0 IBEW HEADQUARTERS BUILDING LLC 601 THIRTEENTH STREET NW WASHINGTON DC 20005 201187115 RENTAL ACTIVITIES DC IBEW INVESTMENT -3041432 99818627 0 1 0.99990 INDURE REAL ESTATE INVESTMENT TRUST INC 900 17TH STREET NW SUITE 600 WASHINGTON DC 20001 263698800 INVESTMENT IN REAL ESTATE DC IBEW PENSION BENEFIT FUND C -7796095 105985748 0.41460 0 1 1 0 1 0 0 0 0 0 0 1 1 0 1 1 0 1 1 1 IBEW HEADQUARTERS BUILDING LLC A 1000000 LOAN AGREEMENT IBEW HEADQUARTERS BUILDING LLC K 7981618 OFFICE LEASE AGREEMENT IBEW HEADQUARTERS BUILDING LLC S 7500000 OPERATING AGREEMENT