INTERNATIONAL UNION OF OPERATING ENGINEERS: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- INTERNATIONAL UNION OF OPERATING ENGINEERS (EIN 53-0088590)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-08
- IRS object ID
- 201243139349300204
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-08T07:09:44-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 470900880 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 1200 WE | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 530088590 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL UNION OF OPERATING ENGINEERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INTE | NameControl |
| Phone | 2024299100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 17TH STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN E HICKEY | Name |
| Title | GEN SEC/TREAS | Title |
| Phone | 2024299100 | Phone |
| Date Signed | 2012-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOANN WOODSON | Name |
| PTIN | P01293745 | PTIN |
| Phone | 2023319880 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JAMES T CALLAHAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 17TH STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 113254001 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.IUOE.ORG | WebSite |
| Type Of Organization Association | X | TypeOfOrganizationAssociation |
| Year Formation | 1896 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | TO EVALUATE THE TRADE OF OPERATING ENGINEERS TO ITS PROPER POSITION IN ALL INDUSTRIAL ACTIVITY AND THE RANKS OF ORGANIZED WORKERS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 124 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 48208425 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 49997687 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 14662934 | InvestmentIncomePriorYear |
| Investment Income Current Year | 17703145 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 2232894 | OtherRevenuePriorYear |
| Other Revenue Current Year | 2192796 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 65104253 | TotalRevenuePriorYear |
| Total Revenue Current Year | 69893628 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 2174449 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 2297667 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 35956658 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 35241728 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 19099149 | OtherExpensePriorYear |
| Other Expenses Current Year | 14066906 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 57230256 | TotalExpensesPriorYear |
| Total Expenses Current Year | 51606301 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7873997 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 18287327 | RevenuesLessExpensesCY |
| Total Assets BOY | 327642168 | TotalAssetsBOY |
| Total Assets EOY | 329469915 | TotalAssetsEOY |
| Total Liabilities BOY | 78524848 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 41596295 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 249117320 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 287873620 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ELEVATE THE TRADE OF OPERATING ENGINEERS TO ITS PROPER POSITION IN ALL INDUSTRIAL ACTIVITY AND THE RANKS OF ORGANIZED WORKERS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | TO ORGANIZE ALL WORKERS FOR THE ECONOMIC MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 1 | PoliticalActivities |
| Subject To Proxy Tax | 1 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 1 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 52 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 124 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2024299100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1125 17TH STREET NW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 20036 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| GIBLIN VINCENT J | |||||||
| GENERAL PRESIDENT | 40.00 | X | X | 472535 | 0 | 132938 | |
| HANLEY CHRISTOPHER | |||||||
| FORMER GENERAL SECRETARY TREASURER | 40.00 | X | X | 249206 | 0 | 102483 | |
| CALLAHAN JAMES T | |||||||
| GENERAL SECRETARY TREASURER | 40.00 | X | X | 85708 | 0 | 26341 | |
| BURNS RUSSELL | |||||||
| VICE PRESIDENT | 40.00 | X | X | 75686 | 0 | 26341 | |
| GALLAGHER MICHAEL | |||||||
| VICE PRESIDENT | 40.00 | X | X | 54087 | 0 | 19023 | |
| HAMILTON JOHN M | |||||||
| VICE PRESIDENT | 40.00 | X | X | 86815 | 0 | 26341 | |
| HEENAN ROBERT T | |||||||
| VICE PRESIDENT | 40.00 | X | X | 96021 | 0 | 26029 | |
| HICKEY BRIAN E | |||||||
| VICE PRESIDENT | 40.00 | X | X | 85686 | 0 | 26341 | |
| HOLLIDAY GUY M | |||||||
| VICE PRESIDENT | 40.00 | X | X | 88114 | 0 | 26341 | |
| KALMAR JERRY L | |||||||
| VICE PRESIDENT | 40.00 | X | X | 75686 | 0 | 26341 | |
| KAMINSKA RODGER | |||||||
| VICE PRESIDENT | 40.00 | X | X | 88114 | 0 | 26341 | |
| KONOPASKI DAREN | |||||||
| VICE PRESIDENT | 40.00 | X | X | 53279 | 0 | 16014 | |
| LALEVEE GREG | |||||||
| VICE PRESIDENT | 40.00 | X | X | 42485 | 0 | 13118 | |
| MCGRAW DANIEL | |||||||
| VICE PRESIDENT | 40.00 | X | X | 53769 | 0 | 16040 | |
| SINK PATRICK L | |||||||
| VICE PRESIDENT | 40.00 | X | X | 88114 | 0 | 26341 | |
| SWEENEY JAMES | |||||||
| VICE PRESIDENT | 40.00 | X | X | 85667 | 0 | 26341 | |
| WAGGONER WILLIAM C | |||||||
| VICE PRESIDENT | 40.00 | X | X | 96021 | 0 | 26341 | |
| AHERN JOHN | |||||||
| TRUSTEE | 40.00 | X | 26214 | 0 | 7819 | ||
| BROWN KUBA J | |||||||
| TRUSTEE | 40.00 | X | 26503 | 0 | 7819 | ||
| HOLLIDAY JOHN M | |||||||
| TRUSTEE | 40.00 | X | 28258 | 0 | 7819 | ||
| MCGOWAN TERRANCE | |||||||
| TRUSTEE | 40.00 | X | 19836 | 0 | 6439 | ||
| MOFFATT BRUCE | |||||||
| TRUSTEE | 40.00 | X | 13472 | 0 | 4754 | ||
| LOUGHRY JOHN W | |||||||
| CFO | 40.00 | 253716 | 0 | 99445 | X | ||
| POUPORE RAYMOND J | |||||||
| NCA II DIRECTOR | 40.00 | 255792 | 0 | 94926 | X | ||
| GRIFFIN RICHARD | |||||||
| GENERAL COUNSEL | 40.00 | 255241 | 0 | 107155 | X | ||
| FIEDLER JEFFREY | |||||||
| SPECIAL INITIATIVES DIRECTOR | 40.00 | 245085 | 0 | 75910 | X | ||
| WALL MICHAEL E | |||||||
| REGIONAL DIRECTOR | 40.00 | 222125 | 0 | 87730 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3223235 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1088871 | TotalOtherCompensation |
| Number Individuals GT100 K | 59 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CAREFIRST BCBS | |||||
| PO BOX 79749 | BALTIMORE | MD | 21279 | HEALTH INSURANCE | 1887930 |
| CAREMARK INC | |||||
| 2211 SANDERS ROAD | NORTHBROOK | IL | 60062 | PRESCRIPTION DRUG PROVIDER | 913340 |
| TMA RESOURCES INC | |||||
| 1919 GALLOWS ROAD SUITE 400 | VIENNA | VA | 22182 | COMPUTER CONSULTING | 603754 |
| STANDARD INSURANCE COMPANY | |||||
| 920 SW SIXTH AVENUE | PORTLAND | OR | 97204 | LIFE INSURANCE | 452107 |
| JAMES ZAZZALI | |||||
| 13 HANCE ROAD | RUMSON | NJ | 07760 | LEGAL | 360000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MEMBERSHIP DUES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 49997687 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49997687 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 49997687 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13198314 | TotalRevenueColumn |
| Exclusion | $13,198,314 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1011587 | TotalRevenueColumn |
| Exclusion | $1,011,587 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 969491 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 969491 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 969491 | TotalRevenueColumn |
| Exclusion | $969,491 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 47728647 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 43223816 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4504831 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4504831 | TotalRevenueColumn |
| Exclusion | $4,504,831 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 134468 | GrossSalesOfInventory |
| Cost Of Goods Sold | 136557 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2089 | TotalRevenueColumn |
| Related Or Exempt Function Income | -2089 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SUNDRY | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 213807 | TotalRevenueColumn |
| Exclusion | $213,807 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 213807 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 69893628 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49995598 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $19,898,030 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2297667 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2663244 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9767336 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19782817 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2172358 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 855973 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 984170 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174265 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 406077 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2641 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1410365 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220543 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 735224 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 923092 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157475 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1695 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3545359 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1944206 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164201 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| ORGANIZATION & EDUCATIO | 1632966 |
| POLITICAL EDUCATION | 732500 |
| CONTRIBUTIONS | 634778 |
| JOURNAL EXPENSES | 205554 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 191795 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51606301 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 902726 | BOY |
| EOY | 2891368 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18256925 | BOY |
| EOY | 3620406 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7123128 | BOY |
| EOY | 6355113 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 764439 | BOY |
| EOY | 592082 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 32731938 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 12517561 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21899498 | BOY |
| EOY | 20214377 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 230327316 | BOY |
| EOY | 246076457 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48160291 | BOY |
| EOY | 49705997 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 207845 | BOY |
| EOY | 14115 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 327642168 | BOY |
| EOY | 329469915 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2111078 | BOY |
| EOY | 1450007 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 76413770 | BOY |
| EOY | 40146288 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78524848 | BOY |
| EOY | 41596295 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 249117320 | BOY |
| EOY | 287873620 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 249117320 | BOY |
| EOY | 287873620 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 327642168 | BOY |
| EOY | 329469915 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 18287327 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 20468973 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule C IRS990ScheduleC
Sec527 Pol Orgs Sec527PolOrgs (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Amt Pd From Internal FundsAmtPdFromInternalFunds |
|---|---|---|---|---|---|
| EPEC NY EDUCATION FUND | |||||
| 1125 17TH STREET NW | WASHINGTON | DC | 20036 | 760833676 | 600000 |
| EPEC SEPARATE EDUCATION FUND | |||||
| 1125 17TH STREET NW | WASHINGTON | DC | 20036 | 134312872 | 132500 |
| EPEC EDUCATION FUND | |||||
| 1125 17TH STREET NW | WASHINGTON | DC | 20036 | 522256381 | 50000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantially All Dues Nondeduct | 1 | SubstantiallyAllDuesNondeduct |
| Only In House Lobbying | 0 | OnlyInHouseLobbying |
| Agree To Carryover Prior Year | 0 | AgreeToCarryoverPriorYear |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 704775 | OtherCostOrOtherBasis |
| Book Value | 704775 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 22382288 | OtherCostOrOtherBasis |
| Depreciation | 7747447 | Depreciation |
| Book Value | 14634841 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9644875 | OtherCostOrOtherBasis |
| Depreciation | 4770114 | Depreciation |
| Book Value | 4874761 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 20214377 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AFL-CIO HOUSING INVESTMENT TRUST | Description |
| Book Value | 49705997 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 49705997 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED ORGANIZING GRANTS | $1,137,991 |
| ESTIMATED DEATH CLAIMS | $507,437 |
| ACCRUED POSTRETIREMENT BENEFIT COST | $36,924,988 |
| ACCRUED SEVERENCE PLAN COST | $1,575,872 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 40146288 | TotalOfAmounts |
| Total Revenue | 69893628 | TotalRevenue |
| Total Expenses | 51606301 | TotalExpenses |
| Excess Or Deficit For Year | 18287327 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -9219055 | NetUnrealizedGLOnInvestments |
| Other | $29,688,028 | OtherAmount |
| Total Adjustments | 20468973 | TotalAdjustments |
| Excess Or Deficit Per FS | 38756300 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 62861470 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -9219055 | NetUnrealizedGainsInvestments |
| Other Revenues | 2186897 | OtherRevenues |
| Revenue Not Rptd F990 | -7032158 | RevenueNotRptdF990 |
| Revenue Subtotal | 69893628 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 69893628 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 53045229 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 1438928 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 1438928 | ExpensesNotRptdF990 |
| Expenses Subtotal | 51606301 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 51606301 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | ADOPTION OF FASB STATEMENT NO. 158 -3,047,896. GAIN ON TERMINATION OF PENSION PLAN 32,735,924. TOTAL TO SCHEDULE D, PART XI, LINE 8: 29,688,028. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INCOME OF PAC 2,067,687. COST OF GOOD SOLD 136,557. NATIONAL CHARITY FUND INCOME 8,117. EDUCATION FUND PAC CONTRIBUTIONS -50,000. LOSS ON DISPOSAL OF EQUIPMENT 24,536. |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | EXPENSES OF PAC 2,028,417. COST OF GOODS SOLD 136,557. NATIONAL CHARITY FUND EXPENSES 53,746. NATIONAL CHARITY FUND CONTRIBUTIONS -71,828. PAC FUND CONTRIBUTIONS -732,500. LOSS ON DISPOSAL OF EQUIPMENT 24,536. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 12 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | TO ORGANIZE ALL WORKERS FOR THE ECONOMIC, MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS. | SpecificServicesProvided |
| Total Expenditures | 1446378 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 12 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 12 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1446378 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 1446378 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GIBLIN VINCENT J | |||||||||||||
| 440516 | 0 | 0 | 0 | 32019 | 0 | 115638 | 0 | 17300 | 0 | 605473 | 0 | 0 | 0 |
| HANLEY CHRISTOPHER | |||||||||||||
| 247308 | 0 | 0 | 0 | 1898 | 0 | 81612 | 0 | 20871 | 0 | 351689 | 0 | 0 | 0 |
| LOUGHRY JOHN W | |||||||||||||
| 249408 | 0 | 0 | 0 | 4308 | 0 | 82565 | 0 | 16880 | 0 | 353161 | 0 | 0 | 0 |
| POUPORE RAYMOND J | |||||||||||||
| 247882 | 0 | 0 | 0 | 7910 | 0 | 80341 | 0 | 14585 | 0 | 350718 | 0 | 0 | 0 |
| GRIFFIN RICHARD | |||||||||||||
| 246813 | 0 | 0 | 0 | 8428 | 0 | 86284 | 0 | 20871 | 0 | 362396 | 0 | 0 | 0 |
| FIEDLER JEFFREY | |||||||||||||
| 233765 | 0 | 0 | 0 | 11320 | 0 | 75828 | 0 | 82 | 0 | 320995 | 0 | 0 | 0 |
| WALL MICHAEL E | |||||||||||||
| 215251 | 0 | 0 | 0 | 6874 | 0 | 70850 | 0 | 16880 | 0 | 309855 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | THE UNION PROVIDES FOR THE PERSONAL USE A UNION OWNED TOWNHOUSE AND RELATED CLEANING SERVICES FOR ITS GENERAL PRESIDENT. THE UNION ALSO PROVIDED FOR TAX INDEMNIFICATION AND GROSS-UP OF THE RELATED TAX PAYMENTS. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | FRANCIS HANLEY | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | FATHER OF GST | Relationship |
| Amount Of Transaction | 31793 | AmountOfTransaction |
| Description Of Transaction | DEFERRED COMP | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS VOTING MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION HAS VOTING MEMBERS WHO ELECT MEMBERS OF THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE INDEPENDENT ACCOUNTANT PREPARES THE FORM 990. CFO AND OFFICERS REVIEW THE FORM PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION ACTIVELY MONITORS ENFORCEMENT OF ITS CODE OF ETHICS BY INVESTIGATING COMPLAINTS, REFERRALS, AND POTENTIAL CONFLICTS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION FILES ITS GOVERNING DOCUMENTS ALONG WITH ITS FORM LM-2, LABOR ORGANIZATION ANNUAL REPORT, WITH THE U.S. DEPARTMENT OF LABOR AND THEY ARE THUS AVAILABLE TO THE PUBLIC. THE CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -9,219,055. ADOPTION OF FASB STATEMENT NO. 158 -3,047,896. GAIN ON TERMINATION OF PENSION PLAN 32,735,924. TOTAL TO FORM 990, PART XI, LINE 5: 20,468,973. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FRAOM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg | EINEIN |
|---|---|---|---|---|---|---|---|---|
| IUOE GENERAL PENSION PLAN | ||||||||
| 4115 CHESAPEAKE STREET NW | WASHINGTON | DC | 20016 | PENSION CONTRIBUTIONS | DC | 501(A) | 0 | |
| IUOE HEADQUARTERS PENSION PLAN | ||||||||
| 1125 17TH STREET NW | WASHINGTON | DC | 20036 | PENSION CONTRIBUTIONS | DC | 501(A) | 0 | |
| EPEC NY EDUCATION FUND | ||||||||
| 1125 17TH STREET NW | WASHINGTON | DC | 20036 | POLITICAL EDUCATION COMMITTEE | DC | 527 | 0 | 760833676 |
| EPEC SEPARATE EDUCATION FUND | ||||||||
| 1125 17TH STREET NW | WASHINGTON | DC | 20036 | POLITICAL EDUCATION COMMITTEE | DC | 527 | 0 | 134312872 |
| EPEC VOLUNTARY FUND | ||||||||
| 1125 17TH STREET NW | WASHINGTON | DC | 20036 | POLITICAL EDUCATION COMMITTEE | DC | 527 | 0 | 522298629 |
| OPERATING ENGINEERS NATIONAL CHARITY FUND | ||||||||
| 1125 17TH STREET NW | WASHINGTON | DC | 20036 | DISASTER RELIEF | DC | 501(C)3 | 0 | 260272760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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