2019-11-05T10:18:43-06:00 2019-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2018-07-01 530088380 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS INTE 2027286200 900 7TH STREET NW WASHINGTON DC 20001 KENNETH W COOPER INT'L SECRETARY-TREASURER 2027286200 2019-11-05 1 STEVEN C DARR CPA P01324904 2023319880 38.100.43.98 2019-11-05 11:18:14 ES P 099BB351ED5C43DB8E4A0DD96B056B1430213725 54FE6E471F8A05619F206DEE27FDE7D0C354BA03 2018 2020-03-31 21:24:44Z LONNIE R STEPHENSON 900 7TH STREET NW WASHINGTON DC 20001 412353270 0 X WWW.IBEW.ORG X 1891 DC TO ORGANIZE ALL WORKERS FOR THEIR MORAL, ECONOMIC, SOCIAL ADVANCEMENT, CONDITION AND STATUS. 9 0 492 0 443061 493401 1988897 1178673 148930539 151951592 15601409 27482441 835052 1086800 167355897 181699506 6240390 1409273 0 0 106138404 106949437 0 0 0 50305041 45400758 162683835 153759468 4672062 27940038 575216137 598439409 143128895 189183222 432087242 409256187 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 1 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 596 0 1 492 1 1 1 1 CA 0 0 1 1 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 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 50501 0 58800 MYLES CALVEY INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 50717 0 58800 ROSS GALBRAITH INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 0 0 25848 PATRICK LAVIN INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 50717 0 58800 CHRIS ERICKSON INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 59056 0 62631 WILLIAM RILEY INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 50920 0 58800 JAMES BURGHAM INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 50501 0 58800 FRANK FURCO INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 50560 0 58800 JOHN EASTON JR INT'L EXECUTIVE COUNCIL 10.00 1.00 X X 50550 0 55893 LONNIE STEPHENSON INT'L PRESIDENT 40.00 5.00 X 472477 0 230140 KENNETH COOPER INT'L SECRETARY/TREASURER 40.00 5.00 X 387489 0 209632 MICHAEL MONAHAN INT'L VICE PRESIDENT 40.00 0.00 X 239212 0 144240 JOE DAVIS INT'L VICE PRESIDENT 40.00 0.00 X 243254 0 93313 BRIAN THOMPSON INT'L VICE PRESIDENT 40.00 0.00 X 175057 0 111683 THOMAS REID INT'L VICE PRESIDENT 40.00 0.00 X 0 0 90913 STEVEN SPEER INT'L VICE PRESIDENT 40.00 0.00 X 242259 0 144240 CURT HENKE INT'L VICE PRESIDENT 40.00 0.00 X 244741 0 144240 JERRY BELLAH INT'L VICE PRESIDENT 40.00 0.00 X 238486 0 144240 DAVID RUHMKORFF INT'L VICE PRESIDENT 40.00 0.00 X 242322 0 144240 BRENT HALL INT'L VICE PRESIDENT 40.00 0.00 X 238486 0 144240 JOHN O'ROURKE INT'L VICE PRESIDENT 40.00 0.00 X 237652 0 144240 BRIAN MALLOY INT'L VICE PRESIDENT 40.00 0.00 X 246328 0 144240 MICHAEL WELSH INT'L VICE PRESIDENT 40.00 0.00 X 245416 0 144240 DEAN WINE INT'L VICE PRESIDENT 40.00 0.00 X 0 0 30058 DARRIN GOLDEN EXEC. ASST TO IST 40.00 10.00 X 248969 0 137975 RICKY OAKLAND SPEC. ASST. TO INT'L PRES 40.00 0.00 X 212664 0 131586 SHERILYN WRIGHT EXEC. ASST. TO INT'L PRES 40.00 2.00 X 232113 0 137975 JERRY WESTERHOLM SPEC. ASST. TO INT'L PRES 40.00 0.00 X 212145 0 131586 BRIAN BAKER SR. EXEC. ASST TO THE OFFI 40.00 5.00 X 265240 0 144240 5037832 0 3244433 325 0 1 0 KELLY PRESS 1701 CABIN BRANCH ROAD CHEVERLY MD 20785 PRINTING SERVICES 2901535 AUTOMOTIVE RENTAL INC PO BOX 8500-4375 PHILADELPHIA PA 19178 AUTO LEASING 2456715 SHERMAN DUNN PC 900 7TH STREET NW WASHINGTON DC 20001 LEGAL SERVICES 2114662 GMMB 3050 K ST WASHINGTON DC 20007 MEDIA SERVICES 736366 EBERTS & HARRISON 1604 RIDGESIDE DRIVE MOUNT AIRY MD 21771 INSURANCE 599879 32 1178673 1178673 MEMBERSHIP DUES 900099 146026398 146026398 ADMIN. REIMBURSEMENTS 900099 3688007 3688007 CONFERENCE FEES 900099 2114263 2114263 OTHER RELATED REVENUES 900099 122924 122924 151951592 11488224 443061 11045163 1036827 1036827 356393 0 356393 356393 356393 245924718 20401 229950431 471 15974287 19930 15994217 15994217 1016769 702862 313907 313907 CURRENCY TRANSLATION 900099 -620327 -620327 -620327 181699506 151951592 443061 28126180 1342819 21326 45128 6495857 56289457 13142342 21542121 9479660 2769262 139940 1034975 1621726 702576 1952434 8417156 8170123 2876129 22950 7405568 2249136 799409 UBIT TAXES 150057 "ELECTRICAL WORKERS" JO 4484663 DUES & SUBSCRIPTIONS 1161620 RELOCATION EXPENSE 487742 955292 153759468 2384661 7321320 35227908 76931729 42421401 13240745 907415 20483415 1259338 1360491 2004348 882557 47519350 35886956 12046528 11632394 334705694 267164976 104439424 198851411 39819420 570371 575216137 598439409 12065938 4641891 11472664 13920295 119590293 170621036 143128895 189183222 X 432087242 409256187 432087242 409256187 575216137 598439409 X 27940038 -2677720 -48093373 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 30736780 21525000 9211780 15305288 14071914 1233374 1477282 290042 1187240 11632394 89363569 C AFL-CIO HOUSING INVESTMENT TRUST 19506236 F INDURE REAL ESTATE FUND 87968940 F MORTGAGE LOANS 2012666 F 198851411 LIABILITY FOR POSTRETIREMENT BENEFITS 73216010 EXCESS OF PBO OVER PENSION PLAN ASSETS 78714347 RECIPROCITY FUNDS HELD 17025172 ACCRUED SUPPLEMENTAL PENSION 1002947 CAPITAL LEASE OBLIGATIONS 662560 170621036 0 NORTH AMERICA - CANADA AND MEXICO, BUT 2 27 PROGRAM SERVICES UNION ACT CANADA 6167564 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 30000 2 27 0 0 2 27 6197564 0 6197564 NORTH AMERICA CONTRIBUTIONS 15128 WIRE EUROPE (INCLUDING ICELAND & GREENLAND) CONTRIBUTIONS 30000 WIRE 0 2 0 0 0 0 0 0 1 FAIR FIGHT ACTION 1270 CAROLINE STREET NE ATLANTA GA 30307 832540441 501C4 200000 GENERAL SUPPORT HIGH ROAD CONSTRUCTION DEFENSE FUND 1032 15TH ST WASHINGTON DC 20005 836390399 501C5 200000 GENERAL SUPPORT REBUILD USA LLC 1740 N STREET NW WASHINGTON DC 20036 463343083 501C4 150000 GENERAL SUPPORT UNION SPORTSMENS ALLIANCE 3340 PERIMETER HILL DR NASHVILLE TN 37211 272345009 501C4 147750 GENERAL SUPPORT ALLIANCE TO SAVE ENERGY 8391 OLD COURTHOUSE RD VIENNA VA 22182 530234290 501C3 25000 GENERAL SUPPORT CITIZENS TRADE CAMPAIGN 1150 17TH STREET NW WASHINGTON DC 20036 521809705 501C3 25000 GENERAL SUPPORT ECONOMIC POLICY INSTITUTE 1333 H STREET NW WASHINGTON DC 20005 521368964 501C3 25000 GENERAL SUPPORT AFL-CIO SECRETARY-TREASURER 815 SIXTEENTH ST WASHINGTON DC 20001 530025755 501C5 15000 GENERAL SUPPORT MULTIPLE MYELOMA RESEARCH FOUNDATION PO BOX 414238 BOSTON MA 02241 061504416 501C3 15000 GENERAL SUPPORT UNITED WAY OF THE NAT'L CAPITAL AREA 8391 OLD COURTHOUSE RD VIENNA VA 22182 530234290 501C3 15000 GENERAL SUPPORT MARCH OF DIMES DC MARKET 2700 S QUINCY STREET ARLINGTON VA 22206 131846366 501C3 13822 GENERAL SUPPORT APRI 815 16TH STREET NW WASHINGTON DC 20006 132548181 501C4 11600 GENERAL SUPPORT APALA 815 16TH STREET NW WASHINGTON DC 20006 521777961 501C5 10000 GENERAL SUPPORT CONGRESSIONAL HISPANIC CAUCUS INSTITUTE 911 2ND STREET NE WASHINGTON DC 20002 521114225 501C3 10000 GENERAL SUPPORT ELECTRICAL WORKERS MINORITY CAUCUS (EWMC) PO BOX 821462 VANCOUVER WA 98682 541774039 501C3 10000 GENERAL SUPPORT KOREAN WAR VETERANS MEMORIAL 13816 NE LAURIN ROAD VANCOUVER WA 98662 900818844 501C3 10000 GENERAL SUPPORT LABOR HERITAGE FOUNDATION 815 16TH STREET NW WASHINGTON DC 20006 521313015 501C3 10000 GENERAL SUPPORT LCLAA 815 16TH STREET NW FOURTH FLOOR WASHINGTON DC 20006 520789800 501C4 10000 GENERAL SUPPORT MISSOURI JOBS WITH JUSTICE 2725 CLIFTON ST ST LOUIS MO 63139 463985290 501C3 10000 GENERAL SUPPORT NUCLEAR ENERGY INSTITUTE PO BOX 759072 BALTIMORE MD 21275 521209124 501C3 10000 GENERAL SUPPORT ROOSEVELT INSTITUTE 570 LEXINGTON AVE NEW YORK NY 10022 237213592 501C3 10000 GENERAL SUPPORT THE PEGGY BROWNING FUND 1528 WALNUT STREET SUITE 1904 PHILADELPHIA PA 19102 232887086 501C3 10000 GENERAL SUPPORT TVTLC-TVA LABOR MANAGEMENT CONFERENCE 125 BETHLEHEM ROAD LEBANON TN 37087 260655041 501C3 10000 GENERAL SUPPORT WOMEN'S CONGRESSIONAL POLICY INSTITUTE 409 12TH STREET SW WASHINGTON DC 20024 521914894 501C3 10000 GENERAL SUPPORT LABOR OF LOVE 5460 WARD ROAD SUITE 150 ARVADA CO 80002 591361955 501C3 7500 GENERAL SUPPORT CMRAVE 815 16TH STREET NW STE 600 WASHINGTON DC 20006 431972568 501C3 6500 GENERAL SUPPORT JOBS WITH JUSTICE EDUCATION FUND 1616 P STREET NW WASHINGTON DC 20036 521794896 501C3 6000 GENERAL SUPPORT UNION HISTORIES 1 WADE OVAL DR CLEVELAND OH 44106 501C3 5500 GENERAL SUPPORT AMERICANS FOR DEMOCRATIC ACTION 1629 K STREET WASHINGTON DC 20006 530180733 501C4 5000 GENERAL SUPPORT 20 18 SCHOLARSHIP AWARDS 7 21326 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 385375 0 0 0 87102 0 197217 0 32923 0 702617 0 0 0 KENNETH COOPER INT'L SECRETARY/TREASURER 340426 0 0 0 47063 0 176709 0 32923 0 597121 0 0 0 MICHAEL MONAHAN INT'L VICE PRESIDENT 237652 0 0 0 1560 0 111317 0 32923 0 383452 0 0 0 JOE DAVIS INT'L VICE PRESIDENT 125191 0 0 0 118063 0 76279 0 17034 0 336567 0 0 0 BRIAN THOMPSON INT'L VICE PRESIDENT 173426 0 0 0 1631 0 94649 0 17034 0 286740 0 0 0 STEVEN SPEER INT'L VICE PRESIDENT 237652 0 0 0 4607 0 111317 0 32923 0 386499 0 0 0 CURT HENKE INT'L VICE PRESIDENT 237652 0 0 0 7089 0 111317 0 32923 0 388981 0 0 0 JERRY BELLAH INT'L VICE PRESIDENT 237652 0 0 0 834 0 111317 0 32923 0 382726 0 0 0 DAVID RUHMKORFF INT'L VICE PRESIDENT 237652 0 0 0 4670 0 111317 0 32923 0 386562 0 0 0 BRENT HALL INT'L VICE PRESIDENT 237652 0 0 0 834 0 111317 0 32923 0 382726 0 0 0 JOHN O'ROURKE INT'L VICE PRESIDENT 237652 0 0 0 0 0 111317 0 32923 0 381892 0 0 0 BRIAN MALLOY INT'L VICE PRESIDENT 237652 0 0 0 8676 0 111317 0 32923 0 390568 0 0 0 MICHAEL WELSH INT'L VICE PRESIDENT 237652 0 0 0 7764 0 111317 0 32923 0 389656 0 0 0 DARRIN GOLDEN EXEC. ASST TO IST 223922 0 0 0 25047 0 105052 0 32923 0 386944 0 0 0 RICKY OAKLAND SPEC. ASST. TO INT'L PRES 209918 0 0 0 2746 0 98663 0 32923 0 344250 0 0 0 SHERILYN WRIGHT EXEC. ASST. TO INT'L PRES 223922 0 0 0 8191 0 105052 0 32923 0 370088 0 0 0 JERRY WESTERHOLM SPEC. ASST. TO INT'L PRES 209918 0 0 0 2227 0 98663 0 32923 0 343731 0 0 0 BRIAN BAKER SR. EXEC. ASST TO THE OFFI 237652 0 0 0 27588 0 111317 0 32923 0 409480 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. GINA COOPER FAMILY MEMBER OF KENNETH W. COOPER - INTERNATIONAL SECRETARY-TREASURER 175839 EMPLOYMENT 0 BREANA MALLOY FAMILY MEMBER OF BRIAN MALLOY - INTERNATIONAL VICE PRESIDENT 175839 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 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 -48,093,373. 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 UNRELATED 208763972 111689230 0 443061 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 3792561 87968940 0.41460 0 0 1 0 1 0 0 0 0 0 0 1 1 0 1 1 0 1 1 0