2021-10-27T17:20:51-05:00 2021-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2020-07-01 530088380 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS INTE 2027286200 900 7TH STREET NW WASHINGTON DC 20001 KENNETH W COOPER INT'L SECRETARY-TREASURER 2027286200 2021-10-27 1 KENNETH COOPER 999009999 STEVEN C DARR CPA P01324904 2023319880 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z LONNIE R STEPHENSON 900 7TH STREET NW WASHINGTON DC 20001 472419517 0 X WWW.IBEW.ORG X 1891 DC TO ORGANIZE ALL WORKERS FOR THEIR MORAL, ECONOMIC, SOCIAL ADVANCEMENT, CONDITION AND STATUS. 9 0 449 0 0 0 486205 538921 157465743 158716493 13591297 30963769 653739 3718021 172196984 193937204 5640233 1826818 0 0 118415008 123613508 0 0 0 46925301 36792509 170980542 162232835 1216442 31704369 600963454 702131027 244065548 127086411 356897906 575044616 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 0 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 1184 0 1 449 1 0 1 CA 0 0 1 1 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 KENNETH W COOPER INTERNATIONAL SE 2027286200 900 7TH STREET NW WASHINGTON DC 20001 JOSEPH CALABRO INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 55547 0 61179 MYLES CALVEY INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 56073 0 61179 ROSS GALBRAITH INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 0 0 29982 PATRICK LAVIN INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 56073 0 62644 CHRIS ERICKSON INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 65262 0 65236 WILLIAM RILEY INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 56073 0 61179 JAMES BURGHAM INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 55622 0 61179 FRANK FURCO INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 55622 0 61179 DEAN WINE INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 55547 0 61179 LONNIE STEPHENSON INT'L PRESIDENT 40.00 5.00 X 462798 0 242533 KENNETH COOPER INT'L SECRETARY/TREASURER 40.00 5.00 X 416571 0 220814 MICHAEL MONAHAN INT'L VICE PRESIDENT 40.00 0.00 X 263049 0 151658 BRIAN THOMPSON INT'L VICE PRESIDENT 40.00 0.00 X 263976 0 151658 THOMAS REID INT'L VICE PRESIDENT 40.00 0.00 X 0 0 95973 PHILIP VENOIT INT'L VICE PRESIDENT 40.00 0.00 X 0 0 6555 STEVEN SPEER INT'L VICE PRESIDENT 40.00 0.00 X 273272 0 151658 MARK HAGER INT'L VICE PRESIDENT 40.00 0.00 X 238464 0 151658 JERRY BELLAH INT'L VICE PRESIDENT 40.00 0.00 X 262243 0 151658 DAVID RUHMKORFF INT'L VICE PRESIDENT 40.00 0.00 X 267064 0 151658 BRENT HALL INT'L VICE PRESIDENT 40.00 0.00 X 263049 0 151658 LEROY CHICIO INT'L VICE PRESIDENT 40.00 0.00 X 0 0 16535 JOHN O'ROURKE INT'L VICE PRESIDENT 40.00 0.00 X 262416 0 151658 BRIAN MALLOY INT'L VICE PRESIDENT 40.00 0.00 X 174681 0 30564 GINA COOPER INT'L VICE PRESIDENT 40.00 0.00 X 218178 0 140122 MICHAEL WELSH INT'L VICE PRESIDENT 40.00 0.00 X 269043 0 151658 DARRIN GOLDEN EXEC. ASST TO IST 40.00 10.00 X 275459 0 150062 RICKY OAKLAND SPEC. ASST. TO INT'L PRES 40.00 0.00 X 232317 0 138186 SHERILYN WRIGHT EXEC. ASST. TO INT'L PRES 40.00 2.00 X 254572 0 144952 BRIAN BAKER SR. EXEC. ASST TO THE OFFI 40.00 5.00 X 264893 0 127681 BRIAN THREADGOLD EXEC. ASST TO IST 40.00 10.00 X 219344 0 141041 5337208 0 3344876 347 0 1 0 KELLY PRESS 1701 CABIN BRANCH ROAD CHEVERLY MD 20785 PRINTING SERVICES 3499906 SHERMAN DUNN PC 900 7TH STREET NW WASHINGTON DC 20001 LEGAL SERVICES 2073573 AUTOMOTIVE RENTALS INC PO BOX 8500-4375 PHILADELPHIA PA 19178 AUTO LEASING 1472340 GMMB 3050 K STREET NW WASHINGTON DC 20007 MEDIA SERVICES 665465 POTTS-DUPRE HAWKINS KRAMER 900 7TH STREET NW WASHINGTON DC 20001 LEGAL SERVICES 529251 29 538921 538921 MEMBERSHIP DUES 900099 154520748 154520748 ADMIN. REIMBURSEMENTS 900099 3922000 3922000 CONFERENCE FEES 900099 150676 150676 OTHER RELATED REVENUES 900099 123069 123069 158716493 12113651 12113651 588044 588044 356393 0 356393 356393 356393 296837325 45475 277977740 54942 18859585 -9467 18850118 18850118 570860 449631 121229 121229 CURRENCY TRANSLATION 900099 2177323 2177323 REIMBURSEMENTS AND REF 900099 475032 121044 353988 2652355 193937204 158958766 0 34439517 1798201 25187 3430 6747025 58989285 25685149 22204839 9987210 2742178 121430 933804 3079040 126988 1573439 8244118 1587235 111625 58342 7379281 3381405 722467 "ELECTRICAL WORKERS" JO 4547184 DUES & SUBSCRIPTIONS 986615 LOCAL UNION ORGANIZING 265388 RELOCATION EXPENSE 155797 776173 162232835 7455853 7270908 42334540 27572762 19982368 12322349 20424000 20406000 1522852 1484041 1161810 3281732 53768163 42023847 11320335 11744316 290843464 392428641 198414548 210668085 7503684 14952193 600963454 702131027 16700857 14704383 14322113 15333852 213042578 97048176 244065548 127086411 X 356897906 575044616 356897906 575044616 600963454 702131027 X 31704369 58272221 128170120 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 30803290 24890000 5913290 15568143 14747976 820167 7396730 2385871 5010859 11744316 85121413 C AFL-CIO HOUSING INVESTMENT TRUST 30963203 F INDURE REAL ESTATE FUND 92979492 F MORTGAGE LOANS 1603977 F 210668085 LIABILITY FOR POSTRETIREMENT BENEFITS 86921000 RECIPROCITY FUNDS HELD 7461300 ACCRUED SUPPLEMENTAL PENSION 1401000 CAPITAL LEASE OBLIGATIONS 1264876 97048176 1 NORTH AMERICA - CANADA AND MEXICO, BUT 2 30 PROGRAM SERVICES UNION ACT CANADA 5904786 NORTH AMERICA - CANADA AND MEXICO, BUT 0 0 GRANTS TO RECIPIENTS IN THE 3430 2 30 0 0 2 30 5908216 0 5908216 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 PIC 2021 INC 1120 20TH STREET NW WASHINGTON DC 20036 854000386 501C4 1000000 GENERAL SUPPORT IBEW PAC EDUCATION FUND 900 7TH ST NW WASHINGTON DC 20001 522257109 527 250000 GENERAL SUPPORT UNION SPORTSMENS ALLIANCE 3340 PERIMETER HILL DR NASHVILLE TN 37211 272345009 501C3 191000 GENERAL SUPPORT LOCAL UNION 861IBEW PO BOX 16985 LAKE CHARLES LA 70616 721203889 501C5 118477 GENERAL SUPPORT REBUILD USA LLC 1740 N STREET NW WASHINGTON DC 20036 463343083 501C4 90014 GENERAL SUPPORT EMC RESEARCH INC 88 E BROAD STREET COLUMBUS OH 43215 911544364 32000 GENERAL SUPPORT CITIZENS TRADE CAMPAIGN 1150 17TH STREET NW WASHINGTON DC 20036 521809705 501C4 25000 GENERAL SUPPORT AFL-CIO SECRETARY-TREASURER 815 SIXTEENTH ST WASHINGTON DC 20001 530025755 501C5 15000 GENERAL SUPPORT ALLIANCE TO SAVE ENERGY 1850 M ST WASHINGTON DC 20036 521082991 501C3 10000 GENERAL SUPPORT LCLAA 815 16TH STREET NW FOURTH FLOOR WASHINGTON DC 20006 520789800 501C4 10000 GENERAL SUPPORT TENNESSEE WORKERS ALLIANCE PO BOX 40181 NASHVILLE TN 37204 845063395 501C4 10000 GENERAL SUPPORT COUNCIL ON COMPETITIVENESS 900 17TH ST NW WASHINGTON DC 20006 521872849 501C3 6000 GENERAL SUPPORT DC TOYS FOR TOTS 815 SIXTEENTH ST NW WASHINGTON DC 20006 431972568 501C3 5000 GENERAL SUPPORT JEWISH LABOR COMMITTEE 140 WEST 31ST STREET NEW YORK NY 10001 131675650 501C3 5000 GENERAL SUPPORT PRIDE AT WORK 815 16TH STREET NW WASHINGTON DC 20006 522217817 501C4 5000 GENERAL SUPPORT UNITED MINE WORKERS 18354 QUANTICO GATEWAY TRIANGLE VA 22172 530159200 501C5 5000 GENERAL SUPPORT NATIONAL BUILDING MUSEUM 401 F STREET NW WASHINGTON DC 20001 521050999 501C3 5000 GENERAL SUPPORT TEAM PENNSYLVANIA FOUNDATION 240 NORTH THIRD STREET HARRISBURG PA 17101 232876177 501C3 5000 GENERAL SUPPORT 7 11 SCHOLARSHIP AWARDS 11 25187 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 LONNIE STEPHENSON INT'L PRESIDENT 423749 0 0 0 39049 0 208696 0 33837 0 705331 0 0 0 KENNETH COOPER INT'L SECRETARY/TREASURER 374323 0 0 0 42248 0 186977 0 33837 0 637385 0 0 0 DARRIN GOLDEN EXEC. ASST TO IST 250715 0 0 0 24744 0 116225 0 33837 0 425521 0 0 0 STEVEN SPEER INT'L VICE PRESIDENT 261316 0 0 0 11956 0 117821 0 33837 0 424930 0 0 0 MICHAEL WELSH INT'L VICE PRESIDENT 261316 0 0 0 7727 0 117821 0 33837 0 420701 0 0 0 DAVID RUHMKORFF INT'L VICE PRESIDENT 261316 0 0 0 5748 0 117821 0 33837 0 418722 0 0 0 BRIAN THOMPSON INT'L VICE PRESIDENT 261316 0 0 0 2660 0 117821 0 33837 0 415634 0 0 0 MICHAEL MONAHAN INT'L VICE PRESIDENT 261316 0 0 0 1733 0 117821 0 33837 0 414707 0 0 0 BRENT HALL INT'L VICE PRESIDENT 261316 0 0 0 1733 0 117821 0 33837 0 414707 0 0 0 JOHN O'ROURKE INT'L VICE PRESIDENT 261316 0 0 0 1100 0 117821 0 33837 0 414074 0 0 0 JERRY BELLAH INT'L VICE PRESIDENT 261316 0 0 0 927 0 117821 0 33837 0 413901 0 0 0 SHERILYN WRIGHT EXEC. ASST. TO INT'L PRES 246218 0 0 0 8354 0 111115 0 33837 0 399524 0 0 0 BRIAN BAKER SR. EXEC. ASST TO THE OFFI 240284 0 0 0 24609 0 93844 0 33837 0 392574 0 0 0 MARK HAGER INT'L VICE PRESIDENT 236912 0 0 0 1552 0 117821 0 33837 0 390122 0 0 0 RICKY OAKLAND SPEC. ASST. TO INT'L PRES 230820 0 0 0 1497 0 104349 0 33837 0 370503 0 0 0 BRIAN THREADGOLD EXEC. ASST TO IST 219007 0 0 0 337 0 107204 0 33837 0 360385 0 0 0 GINA COOPER INT'L VICE PRESIDENT 214324 0 0 0 3854 0 111363 0 28759 0 358300 0 0 0 BRIAN MALLOY INT'L VICE PRESIDENT 172924 0 0 0 1757 0 22115 0 8449 0 205245 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. BREANNA MALLOY FAMILY MEMBER OF BRIAN MALLOY - FORMER INTERNATIONAL VICE PRESIDENT 186209 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 128,170,120. 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 -2230953 107825755 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 4660854 92979492 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 7524436 OFFICE LEASE AGREEMENT IBEW HEADQUARTERS BUILDING LLC S 7500000 OPERATING AGREEMENT