2025-11-06T10:30:35-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 530088590 INTERNATIONAL UNION OF OPERATING ENGINEERS INTE 2024299100 1125 17TH STREET NW WASHINGTON DC 20036 JOHN DOWNEY GENERAL PRESIDENT 2024299100 2025-11-06 1 1 ERIN CRANMER P01712644 2023319880 2025-11-06 2024 2025-03-06 01:10:19Z JOHN DOWNEY 1125 17TH STREET NW WASHINGTON DC 20036 183309380 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.TO ORGANIZE ALL WORKERS FOR THE ECONOMIC MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION. 21 0 195 0 0 0 0 0 71082003 70657676 18459749 34163916 3695073 2623092 93236825 107444684 943897 587946 1882212 1408229 42755266 42237019 0 0 0 32603297 46948423 78184672 91181617 15052153 16263067 591837931 582782042 155177928 137994657 436660003 444787385 TO ELEVATE THE TRADE OF OPERATING ENGINEERS TO ITS PROPER POSITION IN ALL INDUSTRIAL ACTIVITY AND THE RANKS OF ORGANIZED WORKERS.TO ORGANIZE ALL WORKERS FOR THE ECONOMIC MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION. 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 0 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 1 41 0 1 195 1 0 1 CA 0 0 0 0 0 0 X 21 0 1 0 0 0 1 1 0 1 1 0 1 1 1 1 0 1 1 1 0 0 0 X MIKE ANTROBUS 2024299100 1125 17TH STREET NW WASHINGTON DC 20036 CALLAHAN JAMES T PRESIDENT 40.00 X X 552542 0 181109 CALLAHAN THOMAS A VICE PRESIDENT 40.00 X X 117507 0 41043 COCHRANE BRIAN VICE PRESIDENT 40.00 X X 114008 0 41043 CURLY EDWARD J VICE PRESIDENT 40.00 X X 119379 0 41043 GALLAGHER MICHAEL VICE PRESIDENT 40.00 X X 114008 0 41043 KELLY PATRICK J VICE PRESIDENT 40.00 X X 117507 0 41043 KONOPASKI DAREN R VICE PRESIDENT 40.00 X X 117507 0 41043 LALEVEE GREGORY VICE PRESIDENT 40.00 X X 117507 0 41043 LYNN WILLIAM M VICE PRESIDENT 40.00 X X 117507 0 41043 MCGOWAN TERRANCE E VICE PRESIDENT 40.00 X X 124342 0 41043 REDING DANNY D VICE PRESIDENT 40.00 X X 119379 0 41043 SIKORSKI DAVID K VICE PRESIDENT 40.00 X X 33573 0 12301 SINGLETARY CHARLES R VICE PRESIDENT 40.00 X X 117507 0 41043 STOCKWELL DOUGLAS W VICE PRESIDENT 40.00 X X 119379 0 41043 SWEENEY JAMES SECRETARY-TREASURER 40.00 X X 181756 0 64250 VANDYKE JOSHUA J VICE PRESIDENT 40.00 X X 115880 0 41043 WHITE JAMES J VICE PRESIDENT 40.00 X X 114008 0 41043 ANDERSON JAMES D TRUSTEE 40.00 X 5359 0 2112 BERTOLONE MICHAEL R TRUSTEE 40.00 X 33573 0 12183 BROWN KUBA J TRUSTEE 40.00 X 37382 0 12183 CHRISTIAN EDWIN L TRUSTEE 40.00 X 35806 0 12183 FLORENCE BARTON D TRUSTEE 40.00 X 14146 0 5006 MCGUIRE MATTHEW G GENERAL COUNSEL 40.00 X 392951 0 152863 ANTROBUS MICHAEL J CHIEF FINANCIAL OFFICER 40.00 X 388588 0 164654 DOWNEY JOHN L CHIEF OF STAFF 40.00 X 341677 0 158783 CALLAHAN JAMES J DIRECTOR JURISDICTION 40.00 X 314183 0 149311 HOPP RANDALL R ASSOCIATE GENERAL COUNSEL 40.00 X 318266 0 152966 SOTH JEFFREY R POLITICAL DIRECTOR 40.00 X 300155 0 119558 ANDERSON PAUL DIRECTOR ORGANIZING 40.00 X 329366 0 133000 BUCCI ANDREW C ASSOCIATE GENERAL COUNSEL 40.00 X 264764 0 114983 PERO ALAN REGIONAL DIRECTOR 40.00 X 292260 0 129933 5481772 0 2151980 89 0 1 0 LEVY FIRESTONE MUSE LLP 900 17TH STREET NW SUITE 1200 WASHINGTON DC 20006 LEGAL SERVICES 929750 STEWART-HAAS RACING LLC 6001 HAAS WAY KANNAPOLIS NC 28081 MARKETING 500000 SCHERTLER ONORATO MEAD & SEARS 555 13TH ST NW SUITE 500 WEST WASHINGTON DC 20004 LEGAL SERVICES 318000 STEP LEADER STRATEGIES LLC 1 COVERED BRIDGE DRIVE GUILFORD CT 06437 STRATEGY CONSULTANT 191430 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 W BETHESDA MD 20814 ACCOUNTING 136996 5 MEMBERSHIP DUES 900003 70657676 70657676 70657676 14136877 14136877 1112637 1112637 236914 0 236914 236914 236914 95799860 75772821 20027039 20027039 20027039 184092 91875 92217 92217 SUNDRY 900003 1181324 1181324 1181324 107444684 71931217 0 35513467 522946 65000 1408229 7652238 13775509 15944177 3474580 1390515 2311972 128981 352862 2359396 354734 3178131 130837 850747 3083976 830202 3170176 4202270 1332068 609311 POLITICAL CONTRIBUTIONS 12970139 ORGANIZING & EDUCATIONA 5509451 TRANSFER TO EPEC EDUCAT 4306899 LEGISLATIVE, POLITICAL, 1041859 224412 91181617 9374850 8180060 2267514 2876384 201647311 204549673 211088 252545 506825 846321 38325680 27569994 11611472 10755686 365663276 354759551 555595 561822 591837931 582782042 3377024 2625476 151800904 135369181 155177928 137994657 X 436660003 444787385 436660003 444787385 591837931 582782042 X 16263067 3421909 -11557594 X X 0 1 X 1 0 EPEC SEPARATE EDUCATION FUND 1125 17TH STREET NW WASHINGTON DC 20036 134312872 3631213 EARN INT'L UNION OF OPERATING ENGINEERS 1125 17TH STREET NW WASHINGTON DC 20036 813747912 10045889 EPEC NY EDUCATION FUND 1125 17TH STREET NW WASHINGTON DC 20036 760833676 649492 1 0 0 704775 704775 20312649 12689864 7622785 2157993 1145505 1012488 15030764 13627895 1402869 119499 106730 12769 10755686 ACCRUED ORGANIZING GRANTS 500000 ACCRUED POSTRETIREMENT BENEFIT COST 58837192 ACCRUED SEVERENCE PLAN COST 1852461 LOANS PAY - TRAINING CENTER 74179528 135369181 X PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS ADVISED THAT THE INTERNATIONAL UNION QUALIFIES UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. AS OF DECEMBER 31, 2024, THE STATUTE OF LIMITATIONS FOR THE TAX YEARS 2021 THROUGH 2023 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES THAT THE INTERNATIONAL UNION FILES A RETURN. THE INTERNATIONAL UNION FOLLOWS THE PROVISIONS OF U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REGARDING ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE PROVISIONS PRESCRIBE A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENTS RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THIS HAD NO IMPACT THE INTERNATIONAL UNION'S FINANCIAL STATEMENTS. 0 NORTH AMERICA 1 11 PROGRAM SERVICES TO ORGANIZE ALL WORKERS FOR THE ECONOMIC, MORAL AND SOCIAL ADVANCEMENT OF THEIR CONDITION AND STATUS. 2548472 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES 1 11 GRANTS TO RECIPIENTS LOCATED IN REGION 65000 1 11 0 0 1 11 2613472 0 2613472 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES GENERAL SUPPORT 30000 CHECK 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES GENERAL SUPPORT 20000 CHECK 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES GENERAL SUPPORT 15000 CHECK 0 0 0 0 0 0 0 0 OPERATING ENGINEERS NATIONAL CHARITY FUND 1125 17TH STREET NW WASHINGTON DC 20036 260272760 501(C)(3) 293146 0 GENERAL SUPPORT SHOOT FOR A CURE 1300 VANTAGE COURT CLARKSVILLE TN 37040 800171936 501(C)(3) 10000 0 GENERAL SUPPORT DIABETES RESEARCH INSTITUTE 200 SOUTH PARK ROAD SUITE 100 HOLLYWOOD FL 33021 591361955 501(C)(3) 10000 0 GENERAL SUPPORT MARCH OF DIMES INC 1550 CRYSTAL DR SUITE 1300 ARLINGTON VA 22202 131846366 501(C)(3) 25000 0 GENERAL SUPPORT PIPE LINE CONTRACTORS ASSOCIATION 3100 CLARENDON BLVD STE 620 ARLINGTON VA 22201 750756831 501(C)(6) 75000 0 GENERAL SUPPORT NATIONAL ALLIANCE FOR FAIR CONTRACTING 905 16TH ST NW FL 4 WASHINGTON DC 20006 371380206 501(C)(5) 75000 0 GENERAL SUPPORT 4 6 X X X X X 1 1 X X 0 0 0 CALLAHAN JAMES T PRESIDENT 488283 0 0 0 64259 0 153495 0 27614 0 733651 0 0 0 ANTROBUS MICHAEL J CHIEF FINANCIAL OFFICER 344592 0 0 0 43996 0 137040 0 27614 0 553242 0 0 0 MCGUIRE MATTHEW G GENERAL COUNSEL 375541 0 0 0 17410 0 140659 0 12204 0 545814 0 0 0 DOWNEY JOHN L CHIEF OF STAFF 307500 0 0 0 34177 0 125147 0 33636 0 500460 0 0 0 HOPP RANDALL R ASSOCIATE GENERAL COUNSEL 298963 0 0 0 19303 0 125352 0 27614 0 471232 0 0 0 CALLAHAN JAMES J DIRECTOR JURISDICTION 291289 0 0 0 22894 0 115675 0 33636 0 463494 0 0 0 ANDERSON PAUL DIRECTOR ORGANIZING 265607 0 0 0 63759 0 105386 0 27614 0 462366 0 0 0 PERO ALAN REGIONAL DIRECTOR 257804 0 0 0 34456 0 102319 0 27614 0 422193 0 0 0 SOTH JEFFREY R POLITICAL DIRECTOR 268615 0 0 0 31540 0 107354 0 12204 0 419713 0 0 0 BUCCI ANDREW C ASSOCIATE GENERAL COUNSEL 258474 0 0 0 6290 0 102779 0 12204 0 379747 0 0 0 SWEENEY JAMES SECRETARY-TREASURER 163058 0 0 0 18698 0 64082 0 168 0 246006 0 0 0 MCGOWAN TERRANCE E VICE PRESIDENT 104008 0 0 0 20334 0 40875 0 168 0 165385 0 0 0 CURLY EDWARD J VICE PRESIDENT 104008 0 0 0 15371 0 40875 0 168 0 160422 0 0 0 REDING DANNY D VICE PRESIDENT 104008 0 0 0 15371 0 40875 0 168 0 160422 0 0 0 STOCKWELL DOUGLAS W VICE PRESIDENT 104008 0 0 0 15371 0 40875 0 168 0 160422 0 0 0 CALLAHAN THOMAS A VICE PRESIDENT 104008 0 0 0 13499 0 40875 0 168 0 158550 0 0 0 KELLY PATRICK J VICE PRESIDENT 104008 0 0 0 13499 0 40875 0 168 0 158550 0 0 0 KONOPASKI DAREN R VICE PRESIDENT 104008 0 0 0 13499 0 40875 0 168 0 158550 0 0 0 LALEVEE GREGORY VICE PRESIDENT 104008 0 0 0 13499 0 40875 0 168 0 158550 0 0 0 LYNN WILLIAM M VICE PRESIDENT 104008 0 0 0 13499 0 40875 0 168 0 158550 0 0 0 SINGLETARY CHARLES R VICE PRESIDENT 104008 0 0 0 13499 0 40875 0 168 0 158550 0 0 0 VANDYKE JOSHUA J VICE PRESIDENT 104008 0 0 0 11872 0 40875 0 168 0 156923 0 0 0 COCHRANE BRIAN VICE PRESIDENT 104008 0 0 0 10000 0 40875 0 168 0 155051 0 0 0 GALLAGHER MICHAEL VICE PRESIDENT 104008 0 0 0 10000 0 40875 0 168 0 155051 0 0 0 WHITE JAMES J VICE PRESIDENT 104008 0 0 0 10000 0 40875 0 168 0 155051 0 0 0 PART I, LINE 1A THE UNION PROVIDES FOR THE PERSONAL USE OF AN APARTMENT AND RELATED CLEANING SERVICES FOR ITS GENERAL PRESIDENT. THE UNION HAS PROVIDED FIRST-CLASS ON VARIOUS OCCASIONS DEPENDING ON CIRCUMSTANCES. THE GEN PRESIDENT AND GEN. SEC-TREASURER CAN TAKE THEIR SPOUSES ON CERTAIN BUSINESS TRIPS PER THE CONSTITUTION. THE ORGANIZATION PROVIDES TRAVEL ALLOWANCES TO JOSEPH GIACIN, CHIEF OF STAFF. HE ALSO USES FIRST CLASS TRAVEL WHEN APPROPRIATE. HE IS PROVIDED AN APARTMENT. THE ORGANIZATION PROVIDES AN APARTMENT TO MATT MCGUIRE, GENERAL COUNSEL. JAMES T CALLAHAN FAMILY MEMBER OF AN OFFICER 552542 EMPLOYED BY THE ORGANIZATION 0 THOMAS A CALLAHAN FAMILY MEMBER OF AN OFFICER 117507 EMPLOYED BY THE ORGANIZATION 0 JAMES J CALLAHAN FAMILY MEMBER OF AN OFFICER 314044 EMPLOYED BY THE ORGANIZATION 0 JOHN J CALLAHAN IV FAMILY MEMBER OF AN OFFICER 213989 EMPLOYED BY THE ORGANIZATION 0 PAUL ANDERSON 0 FORM 990, PART VI, SECTION A, LINE 2 GENERAL PRESIDENT, JAMES CALLAHAN, HAS A FAMILY RELATIONSHIP WITH VICE PESIDENT, THOMAS CALLAHAN. 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 11B 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 9: ADOPTION OF FASB ASC 715 -11,557,594. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. IUOE GENERAL PENSION PLAN 4115 CHESAPEAKE STREET NW WASHINGTON DC 20016 530232800 PENSION BENEFITS DC 501(A) N/A 0 EPEC NY EDUCATION FUND 1125 17TH STREET NW WASHINGTON DC 20036 760833676 POLITICAL EDUCATION COMMITTEE DC 527 N/A 0 EPEC SEPARATE EDUCATION FUND 1125 17TH STREET NW WASHINGTON DC 20036 134312872 POLITICAL EDUCATION COMMITTEE DC 527 N/A 0 EPEC VOLUNTARY FUND 1125 17TH STREET NW WASHINGTON DC 20036 522298629 POLITICAL EDUCATION COMMITTEE DC 527 N/A 0 OPERATING ENGINEERS NATIONAL CHARITY FUND 1125 17TH STREET NW WASHINGTON DC 20036 260272760 DISASTER RELIEF DC 501(C)3 LINE 7 N/A 0 IUOE TRAINING & EDUCATION CENTER 1125 17TH STREET NW WASHINGTON DC 20036 812416935 TRAINING DC 501(C)3 LINE 2 N/A 0 ENGINEERS ACTION RESPONSE NETWORK 1125 17TH STREET NW WASHINGTON DC 20036 813747912 POLITICAL EDUCATION COMMITTEE DC 527 N/A 0 BUILDING JOBS & OPPORTUNITY 1125 17TH STREET NW WASHINGTON DC 20036 475320512 POLITICAL EDUCATION COMMITTEE DC 501(C)4 LINE 10 N/A 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0