2013-03-26T13:52:45-05:00 2012-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WE BETHESDA MD 20814 990 2011-07-01 530088380 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS INTE 2027286200 900 7TH STREET NW WASHINGTON DC 20001 SALVATORE J CHILIA 2027286200 2013-03-26 1 CRAIG A STEVENS CPA P01289490 2023319880 2011 2016-02-25 16:41:14Z EDWIN D HILL 900 7TH STREET NW WASHINGTON DC 20001 326735332 0 X WWW.IBEW.ORG X 1891 DC TO ORGANIZE ALL WORKERS FOR THEIR MORAL, ECONOMIC, SOCIAL ADVANCEMENT, CONDITION AND STATUS. 9 0 437 0 1004463 497096 0 0 104537343 115637116 25026785 12533534 8989099 8980328 138553227 137150978 1789532 1327828 0 0 96409923 96347080 0 0 0 44396940 59886980 142596395 157561888 -4043168 -20410910 500599741 480808100 247078548 311422433 253521193 169385667 TO ORGANIZE ALL WORKERS FOR THE MORAL, ECONOMIC AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS. 0 0 TO ORGANIZE ALL WORKERS FOR THE MORAL, ECONOMIC AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS. 0 0 0 1 0 0 0 0 0 1 1 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 541 0 437 1 1 1 1 CA 0 0 0 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 SALVATORE J CHILIA INTERNATIONAL 2027286200 900 7TH STREET NW WASHINGTON DC 20001 JOHN BRIEGEL 10.00 X X 33791 0 8417 JOSEPH P CALABRO 10.00 X X 42170 0 44420 MYLES J CALVEY 10.00 X X 42124 0 44420 JOHN R CLARKE 10.00 X X 42224 0 44420 SOLOMON FURER 10.00 X X 8262 0 18596 PATRICK LAVIN 10.00 X X 42224 0 44420 GREGORY LUCERO 10.00 X X 33827 0 14220 ROBERT W PIERSON 10.00 X X 49641 0 47619 WILLIAM W RILEY 10.00 X X 42189 0 44420 JOE P SMITH 10.00 X X 8289 0 30200 MICHAEL D WALTER 10.00 X X 31887 0 44420 EDWIN D HILL 40.00 X 356354 0 179537 SALVATORE J CHILIA 40.00 X 299228 0 162413 FRANK CARROLL JR 40.00 X 202144 0 115760 KENNETH W COOPER 40.00 X 181544 0 115760 JOE DAVIS 40.00 X 204449 0 115760 PHILLIP FLEMMING 40.00 X 201900 0 98355 JONATHAN B GARDNER 40.00 X 204449 0 115760 CURTIS E HENKE 40.00 X 199693 0 115760 TED C JENSEN 40.00 X 200363 0 115760 ROBERT P KLEIN 40.00 X 200363 0 115760 MICHAEL S MOWREY 40.00 X 199692 0 115760 DONALD C SIEGEL 40.00 X 200363 0 115760 LONNIE R STEPHENSON 40.00 X 201475 0 115760 LAWRENCE F NEIDIG 40.00 X 219452 0 115760 LARRY REIDENBACH 40.00 X 204973 0 110529 KIRK GROENENDAAL 40.00 X 175978 0 105195 SHERILYN WRIGHT 40.00 X 175868 0 105195 JERRY WESTERHOLM 40.00 X 159964 0 97102 4164880 0 2517258 219 0 1 0 FREEMAN AUDIO VISUAL PO BOX 650519 DALLAS TX 75265 CONVENTION COMPANY 5645069 KELLY PRESS 1701 CABIN BRANCH ROAD CHEVERLY MD 20785 PRINTER 2982544 AUTOMOTIVE RENTAL INC PO BOX 8500-4375 PHILADELPHIA PA 19178 AUTO LEASING 2266385 SHERMAN DUNN COHEN 900 7TH STREET NW WASHINGTON DC 20001 ATTORNEY 2126259 POSTMASTER 900 BRENTWOOD ROAD NE WASHINGTON DC 20006 POSTAL SERVICE 1484007 47 MEMBERSHIP DUES 900099 109937872 109937872 ADMIN.REIMBURSEMENTS 900099 4090000 4090000 CONFERENCE FEES 900099 839141 839141 SPECIAL PROJECT FEES 900099 711146 711146 OTHER RELATED REVENUES 900099 58957 58957 115637116 6665411 6665411 1795936 1795936 6542332 0 6542332 6542332 1004463 5537869 194528587 4170 188663584 1050 5865003 3120 5868123 5868123 964189 919720 44469 44469 CURRENCY TRANSLATION 900099 597591 597591 597591 137150978 115637116 1004463 20509399 1301128 26700 5202093 45664935 15580330 22915070 6984652 2630463 118635 1020247 1654676 2130298 8545797 8020982 1328623 7904566 3122156 831012 CONVENTION EXPENSE 15919084 "ELECTRICAL WORKERS" 3701478 LOCAL UNION ORGANIZING 1421923 DUES & SUBSCRIPTIONS 926934 610106 157561888 1606056 835316 27562988 21161142 10270752 15385759 528000 516500 1251166 1306127 981314 713088 48106010 24083488 25128777 24022522 307529440 285274888 63033936 59369308 62707312 72223450 500599741 480808100 12297466 12287423 6103178 6634713 228677904 292500297 247078548 311422433 X 253521193 169385667 253521193 169385667 500599741 480808100 X -20410910 -63724616 X X 0 1 0 X 0 1 1 0 30331856 10065000 20266856 17640223 13905017 3735206 133931 113471 20460 24022522 INVESTMENT IN IBEW - HQ BUILDING, LLC -17770312 C AFL-CIO HOUSING INVESTMENT TRUST 16411747 F INDURE REAL ESTATE FUND 57727873 F MORTGAGE LOANS 3000000 F 59369308 DEPOSITS 16904 GUARANTEED PAYMENTS DUE FROM IBEW HQ BLDG, LLC 72206546 72223450 ACCRUED POST RETIREMENT BENEFIT COST 168981000 ACCRUED NET POST RETIREMENT COST 120942935 RECIPROCITY FUNDS HELD 2576362 292500297 NORTH AMERICA 2 29 PROGRAM SERVICES UNION ACT CANADA 11982226 2 29 0 0 2 29 11982226 0 11982226 0 0 0 0 0 0 1 AMERICAN RIGHTS AT WORK 1616 P STREET NW SUITE 150 WASHINGTON DC 20036 450518844 501(C)(4) 200000 CONTRIBUTION APALA 815 16TH STREET NW WASHINGTON DC 20006 521777961 501(C)(5) 5000 CONTRIBUTION APRI 815 16TH STREET NW WASHINGTON DC 20006 132548181 501(C)(4) 5000 CONTRIBUTION BUILDING & CONSTRUCTION TRADES 815 16TH STREET NW WASHINGTON DC 20006 530025755 501(C)(5) 15000 CONTRIBUTION CATHOLIC CHARITIES FOUNDATION 924 G STREET NW WASHINGTON DC 20001 020671101 501(C)(3) 5000 CONTRIBUTION CBTU 1625 L STREET NW WASHINGTON DC 20036 521128179 501(C)(5) 5000 CONTRIBUTION CENTRAL INDIANA CLC 1701 WEST 18TH STREET INDIANAPOLIS IN 46202 351017434 501(C)(3) 10000 CONTRIBUTION COALITION OF LABOR UNION WOMEN (CLUW) 815 16TH STREET NW WASHINGTON DC 20006 237451023 501(C)(5) 5000 CONTRIBUTION COLORADO LONG VIEW 390 S HUDSON STREET UNIT 1 DENVER CO 80246 271066385 501(C)(4) 10000 CONTRIBUTION CONGRESSIONAL HISPANIC CAUCUS INSTITUTE 911 2ND STREET NE WASHINGTON DC 20002 521114225 501(C)(3) 5000 CONTRIBUTION EDWARD M KENNEDY INSTITUTE 400 ATLANTIC AVENUE BOSTON MA 02111 270963869 501(C)(3) 100000 CONTRIBUTION IBEW LOCAL 100 1921 NORTH GATEWAY BLVD SUITE 102 FRESNO CA 93727 940577270 501(C)(5) 5000 CONTRIBUTION IBEW LOCAL 2320 46 THIRD STREET MANCHESTER NH 03102 020280098 501(C)(5) 12963 CONTRIBUTION IBEW PICNIC FUND 900 7TH STREET NW WASHINGTON DC 20001 220506010 16000 CONTRIBUTION IBEW WI STATE CONFERENCE 1602 SOUTH PARK STREET MADISON WI 53715 396077457 501(C)(5) 140000 CONTRIBUTION INSTITUTO LABORAL DE LA RAZA 2947 16TH STREET SAN FRANCISCO CA 94103 942890401 501(C)(3) 7500 CONTRIBUTION IRISH AMERICAN DEMOCRATS 3744 OLIVER STREET NW WASHINGTON DC 20015 521984389 5000 CONTRIBUTION LABOR COUNCIL FOR LATIN AMERICAN ADVANCEMENT 815 16TH STREET NW 4TH FLOOR WASHINGTON DC 20006 520789800 501(C)(4) 10000 CONTRIBUTION LABOR OF LOVE 5460 WARD ROAD SUITE 150 ARVADA CO 80002 591361955 501(C)(3) 7500 CONTRIBUTION MARCH OF DIMES FOUNDATION 2700 S QUINCY STREET ARLINGTON VA 22206 131846366 501(C)(3) 14800 CONTRIBUTION MICHAEL SULLIVAN 1750 NEW YORK AVENUE NW SUITE 600 WASHINGTON DC 20006 451281037 501(C)(3) 5500 CONTRIBUTION NATIONAL BUILDING MUSEUM 401 F STREET NW WASHINGTON DC 20001 521050999 501(C)(3) 5000 CONTRIBUTION NATIONAL CAPITAL AREA COUNCIL BSA 9190 ROCKVILLE PIKE BETHESDA MD 20814 530204610 501(C)(3) 5000 CONTRIBUTION NATIONAL FEDERATION OF PRIESTS' COUNSIL (NFPC) 333 N MICHIGAN AVENUE SUITE 1205 CHICAGO IL 60601 237003892 501(C)(3) 5000 CONTRIBUTION NATIONAL LABOR COLLEGE 10000 NEW HAMPSHIRE AVENUE SILVER SPRING MD 20903 520895834 501(C)(3) 100000 CONTRIBUTION NATIONAL LAMPAC 701 PENNSYLVANIA AVE NW WASHINGTON DC 20004 262620296 501(C)(3) 26026 CONTRIBUTION NETWORK 25 E STREET NW SUITE 200 WASHINGTON DC 20001 520984255 501(C)(4) 50000 CONTRIBUTION OHIO AFL-CIO 395 E BROAD STREET SUITE 300 COLUMBUS OH 43215 314425064 501(C)(5) 106000 CONTRIBUTION PRIDE AT WORK 815 16TH STREET NW WASHINGTON DC 20006 522217817 501(C)(4) 5000 CONTRIBUTION PT BARNUM FOUNDATION INC 1070 MAIN STREET BRIDGEPORT CT 06604 222655681 501(C)(3) 20000 CONTRIBUTION ROBBIE SPARKS RETIREMENT CELEBRATION 30 ORANGE TREE CIRCLE VACAVILLE CA 95687 383857693 501(C)(3) 10000 CONTRIBUTION THE FAITH & POLITICS INSTITUTE 110 MARYLAND AVENUE NE WASHINGTON DC 20002 521759052 501(C)(3) 10000 CONTRIBUTION THE PEGGY BROWNING FUND 1528 WALNUT STREET SUITE 1904 PHILADELPHIA PA 19102 232887086 501(C)(3) 10000 CONTRIBUTION US CAPITOL HISTORICAL SOCIETY 777 6TH STREET SUITE 650 WASHINGTON DC 20001 520796820 501(C)(3) 5000 CONTRIBUTION UNION SPORTSMENS ALLIANCE 3340 PERIMETER HILL DR NASHVILLE TN 37211 272345009 501(C)(4) 175000 CONTRIBUTION UNIONS FOR JOBS AND THE ENVIRONMENT PO BOX 56173 WASHINGTON DC 20046 522273060 501(C)(4) 5000 CONTRIBUTION UNITED WAY OF THE NAT'L CAPITAL 8391 OLD COURTHOUSE ROAD VIENNA VA 22182 530234290 501(C)(3) 15000 CONTRIBUTION VIETNAM VETERANS MEMORIAL FUND 2600 VIRGINIA AVENUVE NW SUITE 104 WASHINGTON DC 20037 521149668 501(C)(3) 5000 CONTRIBUTION WI AFL-CIO GOTV FUND 6330 W BLUEMOND ROAD MILWAUKEE WI 53213 390941964 501(C)(5) 20000 CONTRIBUTION WOMEN'S CAMPAIGN FUND 1900 L STREET NW SUITE 500 WASHINGTON DC 20036 203846776 501(C)(4) 25000 CONTRIBUTION WOMEN'S POLICY INC 409 12TH STREET SW SUITE 310 WASHINGTON DC 20024 521914894 501(C)(3) 5000 CONTRIBUTION WORKING AMERICA 815 16TH STREET NW WASHINGTON DC 20006 200263611 501(C)(5) 10000 CONTRIBUTION 21 21 SCHOLARSHIP AWARDS 9 26700 X X X 1 1 X 0 1 0 EDWIN D HILL 321623 0 0 0 34731 0 156794 0 22743 0 535891 0 0 0 SALVATORE J CHILIA 256271 0 0 0 42957 0 139670 0 22743 0 461641 0 0 0 FRANK CARROLL JR 198338 0 0 0 3806 0 93017 0 22743 0 317904 0 0 0 KENNETH W COOPER 180940 0 0 0 604 0 93017 0 22743 0 297304 0 0 0 JOE DAVIS 198338 0 0 0 6111 0 93017 0 22743 0 320209 0 0 0 PHILLIP FLEMMING 198338 0 0 0 3562 0 90537 0 7818 0 300255 0 0 0 JONATHAN B GARDNER 198338 0 0 0 6111 0 93017 0 22743 0 320209 0 0 0 CURTIS E HENKE 198338 0 0 0 1355 0 93017 0 22743 0 315453 0 0 0 TED C JENSEN 198338 0 0 0 2025 0 93017 0 22743 0 316123 0 0 0 ROBERT P KLEIN 198338 0 0 0 2025 0 93017 0 22743 0 316123 0 0 0 MICHAEL S MOWREY 198338 0 0 0 1354 0 93017 0 22743 0 315452 0 0 0 DONALD C SIEGEL 198338 0 0 0 2025 0 93017 0 22743 0 316123 0 0 0 LONNIE R STEPHENSON 198338 0 0 0 3137 0 93017 0 22743 0 317235 0 0 0 LAWRENCE F NEIDIG 198337 0 0 0 21115 0 93017 0 22743 0 335212 0 0 0 LARRY REIDENBACH 186878 0 0 0 18095 0 87786 0 22743 0 315502 0 0 0 KIRK GROENENDAAL 175193 0 0 0 785 0 82452 0 22743 0 281173 0 0 0 SHERILYN WRIGHT 175193 0 0 0 675 0 82452 0 22743 0 281063 0 0 0 JERRY WESTERHOLM 157464 0 0 0 2500 0 74359 0 22743 0 257066 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. EDWIN D HILL JR FAMILY MEMBER OF EDWIN D. HILL, INTERNATIONAL PRESIDENT 128493 EMPLOYMENT 0 MICHAEL A D'AMICO FAMILY MEMBER OF FRANK J. CARROLL, INTERNATIONAL VICE PRESIDENT 127896 EMPLOYMENT 0 KATHY J PETERSEN FAMILY MEMBER OF TED C. JENSEN, INTERNATIONAL VICE PRESIDENT 68514 EMPLOYMENT 0 GINA COOPER FAMILY MEMBER OF KENNETH W. COOPER - INTERNATIONAL VICE PRESIDENT 159731 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 11 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 ORGANIZATIONS 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 TREASURY. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -1,632,439. INTERFUND TRANSFERS -62,092,177. TOTAL TO FORM 990, PART XI, LINE 5: -63,724,616. FINANCIAL STATEMENTS PART XII - LINE 2B AND PART IV LINE 12: THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT PUBLIC ACCOUNTANT WITH AN UNQUALIFIED OPINION. HOWEVER THESE FINANCIAL STATEMENTS ARE PREPARED ON A CONSOLIDATED BASIS WHICH INCLUDES SUBSIDIARIES OF THE ORGANIZATION. 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