2014-11-14T09:10:03-06:00 2013-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2013-01-01 536001417 GRAND LODGE INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS GRAN 3019674700 9000 MACHINISTS PLACE UPPER MARLBORO MD 20772 ROBERT ROACH JR GENERAL SECRETARY-TREASURER 3019674700 2014-11-14 1 SCOTT E HALLBERG CPA P01081188 2023319880 2013 2015-11-30 17:44:51Z ROBERT ROACH JR 9000 MACHINISTS PLACE UPPER MARLBORO MD 20772 157176485 0 X WWW.GOIAM.ORG X LABOR ORGANIZATION 1888 MD ORGANIZE ALL WORKERS FOR ECONOMIC, MORAL, & SOCIAL ADVANCEMENT OF THEIR CONDITIONS & STATUS. 11 0 391 0 0 0 8720 13210 127096215 131451411 3069867 3227021 2613097 2386248 132787899 137077890 61483 1414620 5510336 424450 58898572 60968453 0 0 0 69337324 62700627 133807715 125508150 -1019816 11569740 148269988 157851654 7667587 5679513 140602401 152172141 TO ORGANIZE ALL WORKERS FOR ECONOMIC, MORAL, AND SOCIAL ADVANCEMENT OF THEIR CONDITIONS AND STATUS. 0 0 TO ORGANIZE ALL WORKERS FOR ECONOMIC, MORAL, AND SOCIAL ADVANCEMENT OF THEIR CONDITIONS AND STATUS. 0 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 98 0 1 391 1 0 1 CA 0 0 0 0 X 11 0 0 0 1 0 1 1 0 1 0 0 1 1 1 1 0 0 0 1 0 0 0 X ROBERT ROACH JR GEN SEC-TREASURER 3019674700 9000 MACHINISTS PLACE UPPER MARLBORO MD 20772 GARY R ALLEN GEN VICE PRESIDENT 40.00 X 216593 0 38369 DIANE M BABINEAUX GEN VICE PRESIDENT 40.00 X 218468 0 36344 MARK BLONDIN GEN VICE PRESIDENT 40.00 X 221766 0 36529 R THOMAS BUFFENBARGER INT'L PRESIDENT 40.00 X 266692 0 38510 DORA CERVANTES GEN VICE PRESIDENT 40.00 X 207436 0 36343 PHILIP J GRUBER GEN VICE PRESIDENT 40.00 X 215797 0 37013 ROBERT G MARTINEZ GEN VICE PRESIDENT 40.00 X 241668 0 37147 RICHARD P MICHALSKI GEN VICE PRESIDENT 40.00 X 253608 0 21973 SITO PANTOJA GEN VICE PRESIDENT 40.00 X 221120 0 36947 DAVE RITCHIE GEN VICE PRESIDENT 40.00 X 227941 0 20500 ROBERT ROACH JR GEN SEC TREASURER 40.00 X 253522 0 22183 LYNN D TUCKER GEN VICE PRESIDENT 40.00 X 235405 0 36529 CHRISTOPHER CORSON GENERAL COUNSEL 40.00 X 214416 0 37215 DAVID R CRAMER CONTROLLER 40.00 X 197072 0 19949 FRANCIS G LARKIN DIR. OF COMMUNICATIONS 40.00 X 195272 0 35641 CHARLES N MICALLEF DIR. OF COMMUNITY SERVICES 40.00 X 189411 0 35329 GEORGE N MYERS III DIR. ORGANIZING DEPT. 40.00 X 189328 0 35968 3765515 0 562489 198 0 1 0 AUTOMOTIVE RENTALS INC PO BOX 8500-4375 PHILADELPHIA PA 191784375 AUTO LEASES AND EXPENSES 1873053 KELLY PRESS INC 1701 CABIN BRANCH DRIVE CHEVERLY MD 20785 PRINTING 964625 K & R INDUSTRIES PO BOX 220690 CHANTILLY VA 20153 INVENTORY ITEMS 863807 MCGUIRE WOODS LLP 901 E CARY STREET RICHMOND VA 232194030 LEGAL SERVICES 586819 GUERRIERI CLAYMAN BARTOS & PARCELLI P 1900 M STREET NW SUITE 700 WASHINGTON DC 200362243 LEGAL SERVICES 442350 43 13210 13210 PER CAPITA TAXES 900099 130818489 130818489 GRAND LODGE DUES AND REINSTATEMEN 900099 613097 613097 REGISTRATION FEES 900099 19825 19825 131451411 2072011 2072011 1029846 1029846 199910 0 199910 199910 199910 21046610 6648 19885665 12583 1160945 -5935 1155010 1155010 437373 200347 237026 237026 CLOSED LODGES 900099 615483 615483 REIMB ADMIN EXP 900099 414272 414272 CURRENCY TRANSLATION 900099 -536667 -536667 426378 426378 919466 137077890 132370877 0 4693803 1203481 54250 156889 424450 3178403 35231563 1556596 14934609 6067282 2472183 468726 260085 1554833 203387 4262213 318635 2684949 9195824 1613826 92391 3949094 2810728 632600 MAINTENANCE OF BUSINESS 21801005 FINANCIAL ASSISTANCE TO 2964752 AUTO LEASING,FUEL, MAIN 2317630 LOAN RESERVE - NUHW 2300000 2797766 125508150 1009743 1406725 28622434 33272215 1337613 43287 2300000 850000 1566524 2068539 416797 385068 84585539 56772379 29230963 27813160 48724855 58748613 34988355 33176894 72704 87153 148269988 157851654 359527 602995 2239482 2200837 5068578 2875681 7667587 5679513 X 106998018 151901846 33604383 270295 140602401 152172141 148269988 157851654 11569740 0 X X 0 1 X 1 0 1 1 0 4847462 4847462 55596541 36377964 19218577 79868 66265 13603 15519550 12641331 2878219 8542118 7686819 855299 27813160 MANAGED FUTURES 9610000 C HEDGE FUNDS 19576742 C HIGHLAND CREDIT STRATEGIES FUND, LTD 3843914 C MERIDIAN 146238 C 33176894 AIR CANADA SETTLEMENT 2784539 DUE TO PENSION FUND 91142 2875681 X 137077890 0 137077890 0 137077890 125508150 0 125508150 0 125508150 PART X, LINE 2: THE GRAND LODGE ADHERES TO THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE GRAND LODGE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2013, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2013, THE STATUTE OF LIMITATIONS FOR THE TAX YEARS 2010 THROUGH 2012 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE GRAND LODGE FILES RETURNS. 0 NORTH AMERICA 1 22 PROGRAM SERVICES ORGANIZE ALL WORKERS FOR ECONOMIC, MORAL, & SOCIAL ADVANCEMENT OF THEIR CONDITIONS & STATUS 8363503 1 22 0 0 1 22 8363503 0 8363503 NORTH AMERICA ANNUAL SUPPORT 6000 CHECK NORTH AMERICA FAIRNESS WORKS CAMPAIGN 61089 CHECK NORTH AMERICA PHILIPPINES TYPHOON RELIEF EFFORT 10000 CHECK NORTH AMERICA - CANADA AND MEXICO, BUT BUT NOT THE UNITED STATES CENTRE FOR LABOUR MANAGEMENT RELATIONS 50000 CHECK 4 SCHOLARSHIPS NORTH AMERICA 6 6000 CHECK CASH 0 0 0 0 1 0 0 ALLIANCE FOR RETIRED AMERICANS 815 16TH STREET NW WASHINGTON DC 20006 522277805 501(C)(4) 112729 ANNUAL DUES AMERICA'S AGENDA HEALTHCARE EDUCATION FUND 1025 CONNECTICUT AVE NW WASHINGTON DC 20036 200685396 501(C)(3) 25000 ANNUAL DONATION THE ARMY HISTORICAL FOUNDATION INC 2425 WILSON BLVD ARLINGTON VA 22201 521367225 501(C)(3) 25000 DONATION TO THE MUSEUM OF THE US ARMY ASIAN PACIFIC AMERICAN LABOR ALLIANCE AFL-CIO 815 16TH STREET NW WASHINGTON DC 20006 521777961 501(C)(5) 6200 BIENNIAL CONVENTION & REFORM IMMIGRATION AND STAND FOR EQUALITY CAMPAIGN BILL PRESS PARTNERS LLC 217 8TH STREET SE WASHINGTON DC 20003 202926202 60000 SHOW SPONSORSHIP NATIONAL CAPITAL AREA COUNCIL BOY SCOUTS OF AMERICA 9190 ROCKVILLE PIKE BETHESDA MD 20814 530204610 501(C)(3) 38000 SUPPORT DONATION DEBORAH HOSPITAL FOUNDATION 218-14 NORTHERN BLVD BAYSIDE NY 11361 222049500 501(C)(3) 5500 ANNUAL GOLF TORUNAMENT IAMAW DISTRICT LODGE 70 3830 S MERIDIAN STREET WICHITA KS 67217 486144100 501(C)(5) 8475 GOLF TOURNAMENT ECONOMIC POLICY INSTITUTE 1333 H STREET NW WASHINGTON DC 20005 521368964 501(C)(3) 46000 SUPPORT DONATION GEORGETOWN UNIVERSITY 37TH AND O STREETS NW WASHINGTON DC 20057 530196603 501(C)(3) 10000 RETIREMENT INITATIVES GEORGIA STATE UNIVERSITY FOUNDATION PO BOX 3963 ATLANTA GA 30302 586033185 501(C)(3) 25000 LABOR ARCHIVES ENDOWMENT GUIDE DOGS OF AMERICA 13445 GLENOAKS BLVD SYLMAR CA 91342 954283602 501(C)(3) 40673 VARIOUS CONTRIBUTIONS IAM DISASTER RELIEF FUND 9000 MACHINISTS PLACE UPPER MARLBOR MD 20772 536001417 501(C)(3) 50000 DISASTER RELIEF INTERFAITH WORKER JUSTICE 1020 WEST BRYN MAWR AVE CHICAGO IL 60660 364063982 501(C)(3) 7925 ANNUAL AWARDS CELEBRATION & JOHN SWEENEY CELEBRATION JOBS WITH JUSTICE AND AMERICAN RIGHTS AT WORK 815 16TH STREET NW WASHINGTON DC 20006 450518844 501(C)(4) 25000 SUPPORT DONATION THE LABOR COUNCIL FOR LATIN AMERICAN ADVANCEMENT 815 16TH STREET NW WASHINGTON DC 20006 521002207 501(C)(3) 10000 LATINO LABOR SUMMIT LAKE CARRIERS ASSOCIATION 20325 CENTER RIDGE ROAD ROCKY RIVER OH 44116 340347260 501(C)(6) 10000 GREAK LAKES NAVIGATION SUPPORT NATIONAL ACTION NETWORK INC 106 WEST 145TH STREET NEW YORK NY 10039 113269182 501(C)(4) 12000 MARCH ON WASHINGTON OFFICE AND PROFESSIONAL EMPLOYEES INTERNATIONAL UNION 80 8TH AVE STE 610 NEW YORK NY 10011 530175463 501(C)(5) 25000 YELLOW CAB TAXI DRIVERS STRIKE SUPPORT NATIONAL FEDERATION OF PRIESTS COUNCILS 333 N MICHIGAN AVE STE 1205 CHICAGO IL 60601 237003892 501(C)(3) 10000 PRIEST LABOR INITIATIVE TEXAS ALLIANCE FOR RETIRED AMERICANS PO BOX 225822 DALLAS TX 75222 204836019 501(C)(4) 5500 SUPPORT DONATION UNION OF UNEMPLOYED 3 BETHESDA METRO BETHESDA MD 20814 501(C)(4) 220000 SPONSORSHIP UNION SPORTSMEN'S ALLIANCE 3340 PERIMETER HILL DR NASHVILLE TN 37211 272345009 501(C)(4) 288000 VARIOUS CONTRIBUTIONS 12 11 SCHOLARSHIPS 49 54250 CASH X X 1 1 0 0 0 GARY R ALLEN GEN VICE PRESIDENT 206699 0 0 0 9894 0 8890 0 29479 0 254962 0 0 0 DIANE M BABINEAUX GEN VICE PRESIDENT 207917 0 0 0 10551 0 8317 0 28027 0 254812 0 0 0 MARK BLONDIN GEN VICE PRESIDENT 209256 0 0 0 12510 0 8890 0 27639 0 258295 0 0 0 R THOMAS BUFFENBARGER INT'L PRESIDENT 250361 0 0 0 16331 0 10324 0 28186 0 305202 0 0 0 DORA CERVANTES GEN VICE PRESIDENT 201339 0 0 0 6097 0 8317 0 28026 0 243779 0 0 0 PHILIP J GRUBER GEN VICE PRESIDENT 199256 0 0 0 16541 0 8890 0 28123 0 252810 0 0 0 ROBERT G MARTINEZ GEN VICE PRESIDENT 225588 0 0 0 16080 0 8890 0 28257 0 278815 0 0 0 RICHARD P MICHALSKI GEN VICE PRESIDENT 173611 0 0 0 79997 0 7864 0 14109 0 275581 0 0 0 SITO PANTOJA GEN VICE PRESIDENT 211143 0 0 0 9977 0 8890 0 28057 0 258067 0 0 0 DAVE RITCHIE GEN VICE PRESIDENT 222256 0 0 0 5685 0 7878 0 12622 0 248441 0 0 0 ROBERT ROACH JR GEN SEC TREASURER 243765 0 0 0 9757 0 9751 0 12432 0 275705 0 0 0 LYNN D TUCKER GEN VICE PRESIDENT 222256 0 0 0 13149 0 8890 0 27639 0 271934 0 0 0 CHRISTOPHER CORSON GENERAL COUNSEL 203035 0 0 0 11381 0 8821 0 28394 0 251631 0 0 0 DAVID R CRAMER CONTROLLER 184905 0 0 0 12167 0 7396 0 12553 0 217021 0 0 0 FRANCIS G LARKIN DIR. OF COMMUNICATIONS 184678 0 0 0 10594 0 7387 0 28254 0 230913 0 0 0 CHARLES N MICALLEF DIR. OF COMMUNITY SERVICES 179298 0 0 0 10113 0 7172 0 28157 0 224740 0 0 0 GEORGE N MYERS III DIR. ORGANIZING DEPT. 174926 0 0 0 14402 0 6997 0 28971 0 225296 0 0 0 ANDREW W BUFFENBARGER EMPLOYEE OF IAMAW AND SON OF THE INTERNATIONAL PRESIDENT 200288 WAGES AND BENEFITS 0 ALEXIS N MARTINEZ EMPLOYEE OF IAMAW AND SON OF ONE OF THE GENERAL VICE PRESIDENTS 119579 WAGES AND BENEFITS 0 RICHARD PANTOJA EMPLOYEE OF IAMAW AND SON OF ONE OF THE GENERAL VICE PRESIDENTS 69674 WAGES AND BENEFITS 0 FORM 990, PART VI, SECTION A, LINE 4 THE IAMAW HAS A NEW CONSTITUTION SINCE THE LAST 990 WAS FILED. FORM 990, PART VI, SECTION A, LINE 6 THE EXECUTIVE COUNCIL IS ELECTED BY REFERENDUM BALLOT BY THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE EXECUTIVE COUNCIL IS ELECTED BY REFERENDUM BALLOT BY THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 THE MEMBERS OF THE EXECUTIVE COUNCIL ARE PROVIDED A COPY OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS ARE AVAILABLE AT THE GRAND LODGE HEADQUARTERS. PART XII, LINE 1 THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING. PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MACHINISTS NON-PARTISAN POLITICAL LEAGUE 9000 MACHINISTS PLACE UPPER MARLBORO MD 20772 526144644 PAC FUND MD 527 0 INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS PENSION PLAN 9000 MACHINISTS PLACE UPPER MARLBORO MD 20772 536001417 PENSION FUND MD 401(A) & 501(A) 0 IAM CREST 9000 MACHINISTS PLACE UPPER MARLBORO MD 20772 521980011 JOB RE-ENTRY AND SAFETY TRAINING MD 501(C)(5) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0