2012-11-08T07:09:44-06:00 2011-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WE BETHESDA MD 20814 990 2011-01-01 530088590 INTERNATIONAL UNION OF OPERATING ENGINEERS INTE 2024299100 1125 17TH STREET NW WASHINGTON DC 20036 BRIAN E HICKEY 2024299100 2012-11-08 1 JOANN WOODSON P01293745 2023319880 2011 2016-02-24 21:20:13Z JAMES T CALLAHAN 1125 17TH STREET NW WASHINGTON DC 20036 113254001 0 X WWW.IUOE.ORG X 1896 DC TO EVALUATE THE TRADE OF OPERATING ENGINEERS TO ITS PROPER POSITION IN ALL INDUSTRIAL ACTIVITY AND THE RANKS OF ORGANIZED WORKERS. 21 0 124 0 0 0 0 0 48208425 49997687 14662934 17703145 2232894 2192796 65104253 69893628 0 0 2174449 2297667 35956658 35241728 0 0 0 19099149 14066906 57230256 51606301 7873997 18287327 327642168 329469915 78524848 41596295 249117320 287873620 TO ELEVATE THE TRADE OF OPERATING ENGINEERS TO ITS PROPER POSITION IN ALL INDUSTRIAL ACTIVITY AND THE RANKS OF ORGANIZED WORKERS. 0 0 TO ORGANIZE ALL WORKERS FOR THE ECONOMIC MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION. 0 0 1 1 0 0 0 0 0 1 1 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 52 0 1 124 1 0 1 CA 0 0 0 0 X 21 0 0 0 0 0 1 1 0 1 1 0 1 1 0 1 0 1 1 1 0 0 0 X THE ORGANIZATION 2024299100 1125 17TH STREET NW WASHINGTON DC 20036 GIBLIN VINCENT J 40.00 X X 472535 0 132938 HANLEY CHRISTOPHER 40.00 X X 249206 0 102483 CALLAHAN JAMES T 40.00 X X 85708 0 26341 BURNS RUSSELL 40.00 X X 75686 0 26341 GALLAGHER MICHAEL 40.00 X X 54087 0 19023 HAMILTON JOHN M 40.00 X X 86815 0 26341 HEENAN ROBERT T 40.00 X X 96021 0 26029 HICKEY BRIAN E 40.00 X X 85686 0 26341 HOLLIDAY GUY M 40.00 X X 88114 0 26341 KALMAR JERRY L 40.00 X X 75686 0 26341 KAMINSKA RODGER 40.00 X X 88114 0 26341 KONOPASKI DAREN 40.00 X X 53279 0 16014 LALEVEE GREG 40.00 X X 42485 0 13118 MCGRAW DANIEL 40.00 X X 53769 0 16040 SINK PATRICK L 40.00 X X 88114 0 26341 SWEENEY JAMES 40.00 X X 85667 0 26341 WAGGONER WILLIAM C 40.00 X X 96021 0 26341 AHERN JOHN 40.00 X 26214 0 7819 BROWN KUBA J 40.00 X 26503 0 7819 HOLLIDAY JOHN M 40.00 X 28258 0 7819 MCGOWAN TERRANCE 40.00 X 19836 0 6439 MOFFATT BRUCE 40.00 X 13472 0 4754 LOUGHRY JOHN W 40.00 X 253716 0 99445 POUPORE RAYMOND J 40.00 X 255792 0 94926 GRIFFIN RICHARD 40.00 X 255241 0 107155 FIEDLER JEFFREY 40.00 X 245085 0 75910 WALL MICHAEL E 40.00 X 222125 0 87730 3223235 0 1088871 59 0 1 0 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 14 MEMBERSHIP DUES 900099 49997687 49997687 49997687 13198314 13198314 1011587 1011587 969491 0 969491 969491 969491 47728647 43223816 4504831 4504831 4504831 134468 136557 -2089 -2089 SUNDRY 900099 213807 213807 213807 69893628 49995598 0 19898030 2297667 2663244 9767336 19782817 2172358 855973 984170 174265 406077 2641 1410365 220543 735224 923092 157475 1695 3545359 1944206 164201 ORGANIZATION & EDUCATIO 1632966 POLITICAL EDUCATION 732500 CONTRIBUTIONS 634778 JOURNAL EXPENSES 205554 191795 51606301 902726 2891368 18256925 3620406 7123128 6355113 764439 592082 32731938 12517561 21899498 20214377 230327316 246076457 48160291 49705997 207845 14115 327642168 329469915 2111078 1450007 76413770 40146288 78524848 41596295 X 249117320 287873620 249117320 287873620 327642168 329469915 X 18287327 20468973 X X 0 1 1 X 0 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 1 0 0 704775 704775 22382288 7747447 14634841 9644875 4770114 4874761 20214377 AFL-CIO HOUSING INVESTMENT TRUST 49705997 F 49705997 ACCRUED ORGANIZING GRANTS 1137991 ESTIMATED DEATH CLAIMS 507437 ACCRUED POSTRETIREMENT BENEFIT COST 36924988 ACCRUED SEVERENCE PLAN COST 1575872 40146288 69893628 51606301 18287327 -9219055 29688028 20468973 38756300 62861470 -9219055 2186897 -7032158 69893628 0 69893628 53045229 1438928 1438928 51606301 0 51606301 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. NORTH AMERICA 1 12 PROGRAM SERVICES TO ORGANIZE ALL WORKERS FOR THE ECONOMIC, MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS. 1446378 1 12 0 0 1 12 1446378 0 1446378 0 0 0 0 0 0 X X X 1 1 X 0 0 0 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 PART I, LINE 1A 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. FRANCIS HANLEY FATHER OF GST 31793 DEFERRED COMP 0 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. CHANGES IN NET ASSETS OR FUND BALANCES: 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. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FRAOM THE PRIOR YEAR. 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 760833676 POLITICAL EDUCATION COMMITTEE DC 527 0 EPEC SEPARATE EDUCATION FUND 1125 17TH STREET NW WASHINGTON DC 20036 134312872 POLITICAL EDUCATION COMMITTEE DC 527 0 EPEC VOLUNTARY FUND 1125 17TH STREET NW WASHINGTON DC 20036 522298629 POLITICAL EDUCATION COMMITTEE DC 527 0 OPERATING ENGINEERS NATIONAL CHARITY FUND 1125 17TH STREET NW WASHINGTON DC 20036 260272760 DISASTER RELIEF DC 501(C)3 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0