2024-06-19T10:25:08-05:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2023-01-01 530183102 UTILITY WORKERS UNION OF AMERICA UWUA C/O MICHAEL COLEMAN SEC-TREAS UTIL 2029748200 1300 L STREET NW WASHINGTON DC 200054107 MICHAEL COLEMAN SEC/TREAS 2029748200 2024-06-19 1 MICHAEL COLEMAN 999009999 1 ERIN CRANMER P01712644 2023319880 2024-06-19 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z JAMES SLEVIN 1300 L STREET NW WASHINGTON DC 200054107 22001098 0 0733 X UWUA.ORG X 1944 VA TO UNITE WORKERS EMPLOYED IN THE UTILITY INDUSTRIES. 27 0 112 0 0 0 0 0 14278408 15003006 -49086 130730 83731 222606 14313053 15356342 67380 88245 0 0 7619781 7430351 0 0 0 4323733 7286796 12010894 14805392 2302159 550950 29360565 31739386 3640410 3823316 25720155 27916070 TO UNITE WORKERS EMPLOYED IN THE UTILITY INDUSTRIES. 0 0 UNITED IN THIS INDUSTRIAL UNION, REGARDLESS OF RACE, CREED, COLOR, SEX, OR NATIONAL ORIGIN, ALL WORKERS ELIGIBLE FOR MEMBERSHIP, EMPLOYED IN AND AROUND LIGHT, HEAT, POWER, GAS, STEAM AND WATER RELATED INDUSTRIES IN THE UNITED STATES. ESTABLISHED, THROUGH COLLECTIVE BARGAINING: ADEQUATE WAGE STANDARDS, SHORTER HOURS OF WORK, AND IMPROVEMENTS IN THE CONDITIONS OF EMPLOYMENT FOR THE WORKERS IN THE INDUSTRY. SECURED LEGISLATION SAFEGUARDING THE ECONOMIC SECURITY AND SOCIAL WELFARE OF THE WORKERS IN THE INDUSTRY. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 33 0 1 112 1 0 0 0 0 1 1 0 0 0 X 27 0 0 0 0 0 1 1 0 1 1 0 1 1 1 0 0 0 0 0 0 X MICHAEL COLEMAN SECTREAS 2029048200 1300 L STREET NW 1200 WASHINGTON DC 20005 JAMES SLEVIN PRESIDENT 60.00 X X 295127 0 100489 PARTICK M DILLON EXECUTIVE VICE PRESIDENT 60.00 X X 290618 0 89962 CRAIG PINKHAM VICE PRESIDENT 60.00 X X 287336 0 99663 MICHAEL COLEMAN SECRETARY-TREASURER 60.00 X X 288094 0 76178 ALLAN BATHON EXEC BOARD MEMBER 2.00 X 13210 0 0 TRAVIS BECK EXEC BOARD MEMBER 2.00 X 10417 0 0 NOEL CHRISTMAS EXEC BOARD MEMBER 2.00 X 10417 0 0 TIMOTHY COX EXEC BOARD MEMBER 2.00 X 10417 0 0 SEAN GAURIGE EXEC BOARD MEMBER 2.00 X 1736 0 0 CHRISTOPHER ERICKSEN EXEC BOARD MEMBER 2.00 X 10417 0 0 EDWARD HALL EXEC BOARD MEMBER 2.00 X 10440 0 0 ADRIAN DUENAS EXEC BOARD MEMBER 2.00 X 1736 0 0 KEITH HOLMES EXEC BOARD MEMBER 2.00 X 10417 0 0 TIMOTHY JAROCH EXEC BOARD MEMBER 2.00 X 5983 0 0 STEPHEN KOWOLONEK EXEC BOARD MEMBER 2.00 X 10686 0 0 DANIEL PATRICK LEARY EXEC BOARD MEMBER 2.00 X 10417 0 0 FRANK MORALES EXEC BOARD MEMBER 2.00 X 10417 0 0 ROBERT RITSEMA EXEC BOARD MEMBER 2.00 X 10417 0 0 JAMES SHILLITTO EXEC BOARD MEMBER 2.00 X 10417 0 0 WILLIAM SMITH EXEC BOARD MEMBER 2.00 X 10443 0 0 JOHN ARNETT EXEC BOARD MEMBER 2.00 X 10417 0 0 CRAIG CONNOLLY EXEC BOARD MEMBER 2.00 X 10417 0 0 THOMAS MARTIN EXEC BOARD MEMBER 2.00 X 10484 0 0 BELINDA MORENO EXEC BOARD MEMBER 2.00 X 9549 0 0 JOE MORENO EXEC BOARD MEMBER 2.00 X 9549 0 0 JUANTIA RAY EXEC BOARD MEMBER 2.00 X 10417 0 0 RYAN SHEA EXEC BOARD MEMBER 2.00 X 13578 0 0 DARRYL TAYLOR EXEC BOARD MEMBER 2.00 X 10417 0 0 CRAIG WRIGHT EXEC BOARD MEMBER 2.00 X 10417 0 0 BETH SIMON SENIOR NATIONAL REPRESENTATIVE 40.00 X 200445 0 45014 DAVID RADTKE UWUA GENERAL COUNSEL 40.00 X 224591 0 89020 MARK BROOKS SPECIAL COUNSEL TO THE PRESIDENT 40.00 X 211146 0 76430 JAMES GENNETT SENIOR NATIONAL REPRESENTATIVE 40.00 X 193413 0 72065 JAMES HARRISON SENIOR NATIONAL REPRESENTATIVE 40.00 X 195472 0 81735 2429474 0 730556 25 0 1 0 CONVENTION SERVICES UNLIMITED 1701 CABIN BRANCH DRIVE CHEVERLY MD 20785 MEETING SERVICES 431883 CALIBRE CPA GROUP 7501 WISCONSIN AVENUE SUITE 1200W BETHESDA MD 28014 ACCOUNTING SERVICES 329375 LRCS INC 17 BATTERY PLACE SUITE 928 NEW YORK NY 10004 CONSULTANT 297886 MIKE ALBERT LEASING 10340 EVANDALE DRIVE CINCINNATI OH 45241 AUTO LEASING SERVICES 272492 4 MEMBERSHIP 900099 15003006 15003006 15003006 787356 787356 93266 93266 5971290 6627916 -656626 -656626 -656626 33211 16840 16371 16371 PROCEEDS FROM CLOSED LOCAL 900099 96325 96325 MISC. REIMBURSEMENTS 900099 12909 12909 3735 3735 112969 15356342 15132346 0 223996 88245 1770699 3595680 854826 841192 367954 75212 302780 14092 398552 311733 250388 845203 2137424 479463 4882 166942 LOCAL 537 TRUSTEESHIP S 951466 POSTRETIREMENT BENEFITS 496342 EXECUTIVE BOARD 437049 THE UTILITY WORKER 237993 177275 14805392 143254 147516 9361988 5245060 1946017 2322515 840000 288977 204325 296451 260007 46551 36444 15720492 20939833 1063969 1080812 789317 922881 29360565 31739386 653242 548556 2987168 3274760 3640410 3823316 X 25720155 27916070 25720155 27916070 29360565 31739386 550950 1644965 0 X X 0 1 X 1 0 UTILITY WORKERS OF AMERICA COPE FUND 1300 L STREET NW WASHINGTON DC 20005 125878 1 0 0 201630 201630 0 22646 22646 0 72175 35731 36444 36444 DEFERRED COMPENSATION LIABILITY 608302 POSTRETIREMENT BENEFITS 1701743 OPERATING LEASE LIABILITY 964715 3274760 X 17129933 1644965 125878 1770843 15359090 14092 -16840 -2748 15356342 14826550 35250 35250 14791300 14092 14092 14805392 PART X, LINE 2: THE UNION ADOPTED THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (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 IN A TAX RETURN. THE UNION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, 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, 2023, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2020 THROUGH 2022 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE UNION FILES RETURNS. IT IS THE UNION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: POLITICAL EDUCATION FUND AND PAC REVENUE 125,878. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF SUPPLIES FOR RESALE -16,840. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF SUPPLIES FOR RESALE 16,840. POLITICAL EDUCATION FUND AND PAC DISTRIBUTIONS 18,410. 1 MICHIGAN STATE AFL-CIO 419 WASHINGTON SQUARE S LANSING MI 48933 381276085 501(C)(2) 25000 0 GENERAL SUPPORT UNION SPORTSMEN'S ALLIANCE 4800 NORTHFIELD LANE SPRING HILL TN 31714 272345009 501(C)(3) 6750 0 GENERAL SUPPORT CLIMATE JOBS NY INC 350 WEST 31ST STREET NEW YORK NY 10001 821170934 501(C)(4) 7500 0 GENERAL SUPPORT IRISH ECHO 165 MADISON AVENUE NEW YORK NY 10016 131812978 8500 0 GENERAL SUPPORT 1 3 X 0 0 0 JAMES SLEVIN PRESIDENT 289549 0 0 0 5578 0 54261 0 46228 0 395616 0 0 0 CRAIG PINKHAM VICE PRESIDENT 285335 0 0 0 2001 0 53404 0 46259 0 386999 0 0 0 PARTICK M DILLON EXECUTIVE VICE PRESIDENT 286315 0 0 0 4303 0 53404 0 36558 0 380580 0 0 0 MICHAEL COLEMAN SECRETARY-TREASURER 285266 0 0 0 2828 0 53404 0 22774 0 364272 0 0 0 DAVID RADTKE UWUA GENERAL COUNSEL 214153 0 0 0 10438 0 42831 0 46189 0 313611 0 0 0 MARK BROOKS SPECIAL COUNSEL TO THE PRESIDENT 201554 0 0 0 9592 0 40311 0 36119 0 287576 0 0 0 JAMES HARRISON SENIOR NATIONAL REPRESENTATIVE 183076 0 0 0 12396 0 36615 0 45120 0 277207 0 0 0 JAMES GENNETT SENIOR NATIONAL REPRESENTATIVE 183861 0 0 0 9552 0 36615 0 35450 0 265478 0 0 0 BETH SIMON SENIOR NATIONAL REPRESENTATIVE 196311 0 0 0 4134 0 22884 0 22130 0 245459 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 UTILITY WORKERS UNION OF AMERICA HAS MEMBERS. THE MEMBERS OR THEIR DELEGATES ELECT THE PERSONS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7A ACTIVE MEMBERS HAVE VOTING RIGHTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS DRAFTED THROUGH A COLLABORATIVE EFFORT OF THE ORGANIZATION'S FINANCIAL, LEGAL, AND OPERATIONS PROFESSIONALS. THE DRAFT IS PRESENTED AND REVIEWED BY THE EXECUTIVE BOARD. THE FORM IS THEN FINALIZED AND SUBMITTED. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE TOP MANAGEMENT OFFICIALS IS DETERMINED BY ITS CONSTITUTION AND BASED ON THE AVERAGE INCREASE SECURED FOR THE MEMBERSHIP OF THE NATIONAL UNION IN THE PRECEDING YEAR. THE EXECUTIVE BOARD APPROVES COMPENSATION FOR KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. ITS FINANCIAL STATEMENTS ARE PUBLISHED ANNUALLY IN ITS MEMBERSHIP MAGAZINE. FORM 990, PART XII, LINE 2C THE FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE EXECUTIVE BOARD. THE OFFICERS ANNUALLY SELECT THE INDEPENDENT ACCOUNTING FIRM. THE PROCESS DID NOT CHANGE FROM THE PRIOR YEAR. UTILITY WORKERS UNION OF AMERICA 401(K) RETIREMENT PLAN 1300 L STREET NW WASHINGTON DC 20005 530183102 PENSION PLAN DC 401(A) / 501(A) 0 UTILITY WORKERS UNION OF AMERICA POLITICAL-LEGISLATIVE EDUCATION FUND 1300 L STREET NW WASHINGTON DC 20005 460832968 PAC FUND DC 527 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0