2021-04-15T06:22:50-05:00 2020-05-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2019-06-01 530246709 COMMUNICATIONS WORKERS OF AMERICA AFL-CIO CLC COMM 2024341100 501 3RD STREET NW WASHINGTON DC 20001 SARA STEFFENS SECRETARY-TREASURER 2024341100 2021-04-15 1 JEFFREY W LEWIS CPA P01016134 2023319880 2021-04-12 X 2019 2022-09-23 18:48:47Z SARA STEFFENS 501 3RD STREET NW WASHINGTON DC 20001 576278957 0 X WWW.CWA-UNION.ORG X 1949 DC EXEMPT LABOR ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(5). 20 5 687 0 0 792217 22229 22771 117991216 127872576 -18023135 57300975 10647691 9443585 110638001 194639907 3989738 3855226 0 0 60946098 65382513 0 0 0 75080674 88945908 140016510 158183647 -29378509 36456260 626424500 641590579 276594692 295201996 349829808 346388583 SEE SCHEDULE O FOR DETAILS. 0 0 TO ORGANIZE WORKERS FOR THE ECONOMIC, MORAL, AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS. TO ASSIST WORKERS BY PROVIDING ECONOMIC ASSISTANCE DUE TO STRIKES AND DEATHS. 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 494 0 1 687 1 1 1 1 UK GM 0 0 1 1 0 0 0 X 20 5 0 0 1 0 1 1 1 1 1 0 1 1 1 1 0 0 1 1 1 1 1 1 X SARA STEFFENS SECRETARY-TREAS 2024341100 501 3RD STREET NW WASHINGTON DC 20001 CHRISTOPHER M SHELTON PRESIDENT 40.00 X X 216486 0 32727 SARA STEFFENS SECRETARY - TREASURER 40.00 X X 191866 0 32727 DENNIS TRAINOR VICE PRESIDENT 40.00 X X 171525 0 32727 EDWARD F MOONEY VICE PRESIDENT 40.00 X X 168886 0 15975 RICHARD HONEYCUTT VICE PRESIDENT 40.00 X X 172241 0 32727 LINDA L HINTON VICE PRESIDENT 40.00 X X 169778 0 15975 CLAUDE CUMMINGS JR VICE PRESIDENT 40.00 X X 175111 0 32727 BRENDA ROBERTS VICE PRESIDENT 40.00 X X 172981 0 32727 TOM RUNNION VICE PRESIDENT 40.00 X X 153644 0 15883 FRANK ARCE VICE PRESIDENT 40.00 X X 63850 0 4365 LISA BOLTON VICE PRESIDENT - TELECOMMUNICATIONS & TECHNOLOGIES 40.00 X X 167719 0 32727 BROOKS W SUNKETT VICE PRESIDENT - PUBLICE, HEALTH CARE AND EDUCATIO 40.00 X X 141410 0 20964 MARGARET COOK VICE PRESIDENT - PUBLIC HEALTH CARE AND EDUCATION 40.00 X X 68744 0 4365 CHARLES BRAICO VICE PRESIDENT - NABET 40.00 X X 173401 0 32727 BERNARD J LUNZER TNG-CWA PRESIDENT 40.00 X X 175259 0 32727 JON SCHLEUSS VICE PRESIDENT - THE NEW GUILD 40.00 X X 0 0 0 CARL KENNEBREW IUE-CWA DIVISION PRES. 40.00 X X 169032 0 27227 SARA NELSON BORER PRESIDENT - AFA 40.00 X X 160620 0 32727 MARTIN O'HANLON DIR. CWA/SCA CANADA 1.00 X 0 0 0 DANTE HARRIS AT LARGE DIVERSITY 1.00 X 0 0 0 ERIKA WHITE AT LARGE DIVERSITY 1.00 X 0 0 0 VERA MIKELL AT LARGE DIVERSITY 1.00 X 5421 0 0 CAROLYN WADE AT LARGE DIVERSITY 1.00 X 0 0 0 GUERINO CALEMINE III GENERAL COUNSEL 40.00 X 183241 0 32727 PAT SHEA GENERAL COUNSEL 40.00 X 181399 0 32727 EDWARD GILMARTIN AFA - CWA GENERAL COUNSEL 40.00 X 167421 0 32727 AMEENAH SALAAM ASSISTANT TO PRESIDENT 40.00 X 162963 0 10475 ELIZABETH WILKS ASSISTANT TO SECRETARY-TREASURER 40.00 X 157665 0 32727 3570663 0 573407 235 0 1 0 STEVEN WEISSMAN ONE EXECUTIVE DR SUITE 200 SOMERSET NJ 08873 LEGAL 1440000 APTIFY CORPORATION 7901 JONES BRANCH DRIVE MCLEAN VA 22102 SOFTWARE SOLUTIONS 1326121 BERLIN ROSEN LTD 15 MAIDEN LANE SUITE 1600 NEW YORK NY 10038 PUBLIC RELATIONS 1104340 WILLIG WILLIAMS & DAVIDSON 1845 WALNUT STREET 24TH FLOOR PHILADELPHIA PA 19103 LEGAL 595399 DAVID VAN OS & ASSOCIATES PC 158 BREES BLVD SAN ANTONIO TX 78209 LEGAL 557333 71 22771 22771 MEMBERSHIP DUES 900099 127872576 127872576 127872576 8016177 8016177 464298 464298 8777765 4628245 4149520 4149520 4149520 426295603 377010805 49284798 49284798 49284798 MISC. RECEIPTS 900099 4829767 4829767 4829767 194639907 132702343 0 61914793 3855226 3110623 33930220 7238322 18537985 2565363 4625030 133929 2219517 2536724 504878 5955099 4298565 1472351 6117825 1562064 7950 STRATEGIC INDUSTRY FUND 19814770 OTHER EXPENSES 14852206 AFA MEC ADMIN 9484997 GROWTH FUND 6506885 8853118 158183647 32799634 24406185 6317194 11383593 10671594 13504159 4713289 4585022 28398 19879 76636236 38358910 38107790 38277326 250945791 349068112 282546994 200000387 293816 345916 626424500 641590579 31230752 33517248 245363940 261684748 276594692 295201996 X 349829808 346388583 349829808 346388583 626424500 641590579 X 36456260 -17737698 -22159787 X X 0 1 X 1 0 CWA - COPE 501 3RD STREET NW WASHINGTON DC 20001 526145087 1209239 CWA WORKING VOICES 501 3RD STREET NW WASHINGTON DC 20001 273350868 2002450 SMCLC COPE 1153 CHESS DRIVE SUITE 200 FOSTER CITY CA 94404 912084124 1350 1 0 0 PART I-A, LINE 1: THE ORGANIZATION COLLECTED POLITICAL CONTRIBUTIONS FROM THE LOCALS AND FROM MEMBERS'S PAYROLL DEDUCTIONS. THESE FUNDS WERE PROMPTLY TRANSFERRED TO THE SEPARATE POLITICAL ORGANIZATION. 12250934 12250934 50919655 30476084 20443571 6403327 1549670 4853657 6574527 5964915 609612 487793 368241 119552 38277326 INSURANCE COMPANY CONTRACTS 947932 F PARTNERSHIPS AND OTHER INVESTMENTS 126065069 F HEDGE FUND 12577929 F COMMON COLLECTIVE TRUSTS 60409457 F 200000387 ACCRUED POSTRETIREMENT BENEFIT COST 158437507 STRIKE FUNDS 1194462 SEVERANCE PAYABLE 86786 ACCRUED PENSION LIABILITY 101490894 INTEREST RATE SWAP LIABILITY 475099 261684748 X 181530454 -17737698 -17737698 199268152 -4628245 -4628245 194639907 150206192 -7977455 -7977455 158183647 0 158183647 PART X, LINE 2: CWA IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE. CWA IS ALSO EXEMPT UNDER SECTION 47 OF THE DISTRICT OF COLUMBIA CODE. ACCORDINGLY, NO PROVISIONS HAVE BEEN MADE FOR INCOME TAXES. CWA'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 990-T, EXEMPT ORGANIZATION UNRELATED BUSINESS INCOME TAX RETURN, FOR THE YEARS ENDED MAY 31, 2017 THROUGH 2019 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. CWA 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 ON CWA'S FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: BUILDING OPERATIONS -4,628,245. PART XII, LINE 2D - OTHER ADJUSTMENTS: BUILDING OPERATIONS 4,628,245. OTHER COMPONENTS OF NET PERIODIC BENEFIT COST -12,605,700. EUROPE 2 PROGRAM SERVICES REIMBURSEMENT PAYMENTS TO REGIONAL COUNCIL MEMBERS. 24068 2 0 0 0 2 0 24068 0 24068 0 0 0 0 0 0 PART I, LINE 3: BANK FEES AND REIMBURSEMENT PAYMENTS TO REGIONAL COUNCIL MEMBERS. EXPENDITURES WERE ACCOUNTED THROUGH THE ORGANIZATION'S CASH DISBURSEMENT PROCESS. PART III ACCOUNTING METHOD: 1 4 PETES SAKE ALS FOUNDATION 2681 DRAGON FLY WAY ODENTON MD 21113 475172239 501C(3) 10000 GENERAL SUPPORT AMERICA VOTES 1155 CONNECTICUT AVE NW 600 WASHINGTON DC 20036 264568349 501C(4) 7700 GENERAL SUPPORT AMERICAN ASSOCIATION OF AIRPORT EXECUTIVES FOUNDATIONS INC 601 MADISON STREET ALEXANDRIA VA 22314 510094939 501C(6) 7000 GENERAL SUPPORT SPECIAL OLYMPICS 1133 19TH STREET NW WASHINGTON DC 20036 520889518 501C(3) 6000 GENERAL SUPPORT CENTER FOR AMERICAN PROGRESS ACTION FUND 1333 H STREET NW 10TH FLOOR WASHINGTON DC 20005 300192708 501C(4) 50000 GENERAL SUPPORT CENTER FOR POPULAR DEMOCRACY INC 449 TROUTMAN STREET NO A BROOKLYN NY 11237 453813436 501C(3) 75000 GENERAL SUPPORT CLUW 815 16TH STREET NW WASHINGTON DC 20006 237451023 501C(5) 7500 GENERAL SUPPORT COMMON DEFENSE CIVIC ENGAGEMENT 251 W 30TH ST SUITE 318 NEW YORK NY 10001 833156982 C CORP 10000 GENERAL SUPPORT INNOVATION OHIO 360 SOUTH THIRD STREET THIRD FLOOR COLUMBUS OH 43215 274562105 501C(3) 15000 GENERAL SUPPORT INTERNATIONAL LABOR RIGHTS FORUM 1634 I STREET NW NO 1001 WASHINGTON DC 20006 521497461 501C(3) 8500 GENERAL SUPPORT JOBS TO MOVE AMERICA 525 S HEWITT STREET LOS ANGELES CA 90013 815339041 501C(3) 50000 GENERAL SUPPORT JOBS WITH JUSTICE EDUCATION FUND 1616 P STREET NW NO 150 WASHINGTON DC 20036 521865575 501C(3) 14000 GENERAL SUPPORT LABOR PROJECT FOR WORKING FAMILIES 1101 15TH ST NW STE 1212 WASHINGTON DC 20005 270321696 501C(3) 10000 GENERAL SUPPORT MIJENTE 734 WEST POLK ST PHOENIX AZ 85007 821711382 501C(3) 8000 GENERAL SUPPORT MISSOURI WINS INVESTOR NETWORK 23 N GORE ST SUITE 208 ST LOUIS MO 63119 824375006 501C(4) 25000 GENERAL SUPPORT NAACP HOUSTON BRANCH 2002 WHEELER AVE HOUSTON TX 77004 262146815 13600 GENERAL SUPPORT NATIONAL CONSUMERS LEAGUE 1701 K STREET NW WASHINGTON DC 20006 530242038 501C(3) 17500 GENERAL SUPPORT NATIONAL EMPLOYMENT LAW PROJECT 90 BROAD STREET SUITE 1100 NEW YORK NY 10004 132758558 501C(3) 100000 GENERAL SUPPORT NEW DIRECTON NJ 60 COLUMBIA RD BLDG B SUITE 230 MORRISONTOWN NJ 07960 823902128 501C(4) 77000 GENERAL SUPPORT NEW YORK STATE NURSES ASSOCIATION 131 WEST 33RD STREET 4TH FL NEW YORK NY 10001 140923749 501C(5) 10000 GENERAL SUPPORT NJ WORKING FAMILIES ALLIANCE PO BOX 32569 NEWARK NJ 07102 501C(4) 25000 GENERAL SUPPORT ONE OHIO NOW 3631 PERKINS AVE CLEVELAND OH 44114 341921881 25000 GENERAL SUPPORT PLANNED PARENTHOOD ACTION FUND INC 123 WILLIAM STREET NO 10 FL NEW YORK NY 10038 133539048 501C(4) 75094 GENERAL SUPPORT PROGRESSIVE CAUCUS ACTION FUND 80 F STREET NW 8TH FLOOR WASHINGTON DC 20001 270805235 501C(4) 100000 GENERAL SUPPORT REPAIRERS OF THE BREACH INC PO BOX 1638 GOLDSBORO NC 27533 463332424 501C(3) 40000 GENERAL SUPPORT ROOSEVELT FORWARD INC 570 LEXINGTON AVENUE 5TH FLOOR NEW YORK NY 10022 842486795 501C(4) 50000 GENERAL SUPPORT SIXTEEN THIRTY FUND 1201 CONNECTICUT AVENUE SUITE 300 WASHINGTON DC 20036 264486735 501C(4) 20000 GENERAL SUPPORT TEXAS JUSTICE AND EDUCATION FUND PO BOX 15242 WASHINGTON DC 20003 611792554 501C(3) 20000 GENERAL SUPPORT THE DANIELS GROUP LLC 1401 CLEBURNE ST HOUSTON TX 77004 455569777 LLC 21000 GENERAL SUPPORT 13 16 PART I, LINE 2: CWA MAINTAINS RECORDS TO REPORT THE AMOUNT OF GRANTS AND ASSISTANCE DISTRIBUTED. X 0 0 0 CHRISTOPHER M SHELTON PRESIDENT 214272 0 0 0 2214 0 5500 0 27227 0 249213 0 0 0 SARA STEFFENS SECRETARY - TREASURER 189684 0 0 0 2182 0 5500 0 27227 0 224593 0 0 0 DENNIS TRAINOR VICE PRESIDENT 167321 0 0 0 4204 0 5500 0 27227 0 204252 0 0 0 EDWARD F MOONEY VICE PRESIDENT 167321 0 0 0 1565 0 5500 0 10475 0 184861 0 0 0 RICHARD HONEYCUTT VICE PRESIDENT 167321 0 0 0 4920 0 5500 0 27227 0 204968 0 0 0 LINDA L HINTON VICE PRESIDENT 167321 0 0 0 2457 0 5500 0 10475 0 185753 0 0 0 CLAUDE CUMMINGS JR VICE PRESIDENT 167321 0 0 0 7790 0 5500 0 27227 0 207838 0 0 0 BRENDA ROBERTS VICE PRESIDENT 167321 0 0 0 5660 0 5500 0 27227 0 205708 0 0 0 TOM RUNNION VICE PRESIDENT 106967 0 0 0 46677 0 0 0 15883 0 169527 0 0 0 LISA BOLTON VICE PRESIDENT - TELECOMMUNICATIONS 167321 0 0 0 398 0 5500 0 27227 0 200446 0 0 0 BROOKS W SUNKETT VICE PRESIDENT - PUBLICE, HEALTH CAR 106967 0 0 0 34443 0 5081 0 15883 0 162374 0 0 0 CHARLES BRAICO VICE PRESIDENT - NABET 167321 0 0 0 6080 0 5500 0 27227 0 206128 0 0 0 BERNARD J LUNZER TNG-CWA PRESIDENT 168634 0 0 0 6625 0 5500 0 27227 0 207986 0 0 0 CARL KENNEBREW IUE-CWA DIVISION PRES. 167321 0 0 0 1711 0 0 0 27227 0 196259 0 0 0 SARA NELSON BORER PRESIDENT - AFA 154672 0 0 0 5948 0 5500 0 27227 0 193347 0 0 0 GUERINO CALEMINE III GENERAL COUNSEL 177546 0 0 0 5695 0 5500 0 27227 0 215968 0 0 0 PAT SHEA GENERAL COUNSEL 177546 0 0 0 3853 0 5500 0 27227 0 214126 0 0 0 EDWARD GILMARTIN AFA - CWA GENERAL COUNSEL 162028 0 0 0 5393 0 5500 0 27227 0 200148 0 0 0 AMEENAH SALAAM ASSISTANT TO PRESIDENT 157047 0 0 0 5916 0 0 0 10475 0 173438 0 0 0 ELIZABETH WILKS ASSISTANT TO SECRETARY-TREASURER 154894 0 0 0 2771 0 5500 0 27227 0 190392 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE PPMWS SECTOR WAS DISSOLVED. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE ORGANIZATION ARE THE DELEGATES ELECTED BY THE LOCAL IN ACCORDANCE WITH THEIR RESPECTIVE BYLAWS OR RULES. EACH LOCAL MAY ELECT AN ALTERNATE DELEGATE FOR EACH DELEGATE ELECTED WHO SHALL ATTEND THE CONVENTION IN THE EVENT THE DELEGATE IS UNABLE TO ATTEND. FORM 990, PART VI, SECTION A, LINE 7A A LOCAL DELEGATE HAS ONE VOTE BY SECRET BALLOT IN THE CONVENTION. FORM 990, PART VI, SECTION A, LINE 7B DURING THE CONVENTION, THE LOCAL DELEGATE(S) HAVE ONE VOTE ON DECISIONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS DRAFTED THROUGH A COLLABORATIVE EFFORT OF THE ORGANIZATION'S OUTSIDE AUDIT FIRM AND IN-HOUSE FINANCIAL AND LEGAL PROFESSIONALS. THE DRAFT IS DISTRIBUTED TO THE CWA EXECUTIVE COMMITTEE FOR REVIEW PRIOR TO FILING. THE FORM IS THEN FINALIZED AND SUBMITTED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE TOP OFFICIALS AND OTHER OFFICERS ARE DETERMINED BY COMPARABILITY DATA AND REVIEWED BY THE BOARD APPOINTED BUDGET COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S DOCUMENTS ARE NOT AVAILABLE TO THE GENERAL PUBLIC. THE ORGANIZATION MAKES DOCUMENTS AVAILABLE TO MEMBERS UPON REQUEST. FORM 990, PART XI, LINE 9: BENEFIT COSTS OTHER THAN NET PERIODIC COSTS -22,441,916. UNREALIZED GAIN ON INTEREST RATE SWAP LIABILITY 282,129. FORM 990, PART XII, LINE 2C THE PROCESS IS UNCHANGED FROM THE PRIOR YEAR. CWA PLAN FOR EMPLOYEES' PENSIONS 501 3RD STREET NW WASHINGTON DC 20001 530246709 BENEFIT PLAN DC 501(A) 0 CWA 401(K) TAX DEFERRED SAVINGS PLAN 501 3RD STREET NW WASHINGTON DC 20001 530246709 BENEFIT PLAN DC 501(A) 0 COMMUNICATIONS WORKERS RELIEF COMMITTEE 501 3RD STREET NW WASHINGTON DC 20001 526049044 TO PROVIDE TEMPORARY RELIEF TO UNION MEMBERS & FAMILY DURING LABOR DISPUTES DC 501(C)(5) 0 CWA SAVINGS AND RETIREMENT TRUST 501 3RD STREET NW WASHINGTON DC 20001 521137722 BENEFIT PLAN DC 501(A) 0 CWA HEALTH AND WELFARE TRUST 501 3RD STREET NW WASHINGTON DC 20001 521899918 BENEFIT PLAN DC 501(C)(9) 0 CWA DISASTER RELIEF FUND 501 3RD STREET NW WASHINGTON DC 20001 522128973 TO PROVIDE DISASTER ASSISTANCE TO CURRENT AND FUTURE MEMBERS OF CWA. DC 501(C)(3) 509(A)(3) TYPE 1 0 IUE-CWA RETIREE PROGRAM 2701 DRYDEN ROAD DAYTON OH 45439 530246709 TO PROVIDE RETIREE ASSISTANCE TO RETIRED IUE-CWA MEMBERS DC 501(A) 0 CWA JOE BEIRNE FOUNDATION 501 3RD STREET NW WASHINGTON DC 20001 522298284 TO DEVELOP, ESTABLISH AND FINANCE PROGRAMS TO PROVIDE AND ADVANCE DC 501(C)(3) 509(A)(3) TYPE 1 0 CWA - COPE 501 3RD STREET NW WASHINGTON DC 20001 520246709 PAC FUND DC 527 0 CWA NON-FEDERAL SEPARATE SEGREGATED FUND 501 3RD STREET NW WASHINGTON DC 20001 134128960 PAC FUND DC 527 0 CWA - COPE VA 501 3RD STREET NW WASHINGTON DC 20001 522331196 PAC FUND DC 527 0 NEW YORKERS TOGETHER 80 PINE STREET NEW YORK NY 10005 463532222 PAC FUND NY 527 0 CWA WORKING VOICES 501 3RD STREET NW WASHINGTON DC 20001 273350868 PAC FUND DC 527 0 VERIZON STRIKERS SOLIDARITY FUND 501 3RD STREET NW WASHINGTON DC 20001 812715144 SOLIDARITY FUND DC 501(C)(3) 0 CWA ADJUSTABLE PENSION PLAN 501 3RD STREET NW WASHINGTON DC 20001 530246709 BENEFIT PLAN DC 501(A) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0