Form 990 for tax year 2023
Filed by INTERNATIONAL FEDERATION OF PROFESSIONAL & TECHNICAL ENGINEERS.
Totals
- Total revenue
- $13,271,340
- Total expenses
- $13,399,682
- Contributions and grants received
- $3,521
- Grants paid
- $270,626
- Program service revenue
- $13,994,399
- Investment income
- -$726,580
- Other revenue
- $0
- Total assets, end of year
- $19,777,211
- Total liabilities, end of year
- $6,990,194
- Net assets or fund balances, end of year
- $12,787,017
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $13,399,682
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$3,521
-
2a · Program service revenue: MEMBERSHIP DUES
total $13,931,272 · related or exempt $13,931,272
-
2b · Program service revenue: NET ALLOCATIONS TO ISSUES FUN
total $63,127 · related or exempt $63,127
-
3 · Investment income
total $152,053 · excluded $152,053
-
7b · Less cost or other basis and sales expenses
other assets $878,633
-
7c · Gain or loss
other assets -$878,633
-
7d · Net gain or loss
total -$878,633 · related or exempt -$878,633
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $270,626
-
5 · Compensation of officers, directors and key employees
total $231,787
-
7 · Other salaries and wages
total $4,919,783
-
8 · Pension plan contributions
total $830,729
-
9 · Other employee benefits
total $791,778
-
10 · Payroll taxes
total $378,501
-
11b · Fees: legal
total $631,107
-
11c · Fees: accounting
total $63,576
-
11g · Fees: other
total $121,387
-
12 · Advertising and promotion
total $151,391
-
13 · Office expenses
total $511,120
-
14 · Information technology
total $166,811
-
16 · Occupancy
total $1,170,062
-
17 · Travel
total $95,551
-
19 · Conferences, conventions and meetings
total $454,954
-
20 · Interest
total $270,820
-
21 · Payments to affiliates
total $858,263
-
22 · Depreciation, depletion and amortization
total $366,856
-
23 · Insurance
total $93,762
-
24a · Other expenses: PAC ALLOCATIONS
total $721,518
-
24b · Other expenses: PER CAPITA TAX
total $176,249
-
24c · Other expenses: MEMBERS ACTIVITIES
total $119,415
-
24d · Other expenses: OTHER EXPENSE
total $3,636
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $304,791 · end of year $773,982
-
2 · Savings and temporary cash investments
beginning of year $7,556,776 · end of year $4,737,843
-
9 · Prepaid expenses and deferred charges
beginning of year $100,753 · end of year $39,342
-
10a · Land, buildings and equipment: cost or other basis
$14,086,074
-
10b · Land, buildings and equipment: accumulated depreciation
$471,603
-
10c · Land, buildings and equipment, net
beginning of year $11,489,859 · end of year $13,614,471
-
11 · Investments: publicly traded securities
beginning of year $584,518 · end of year $611,573
-
15 · Other assets
beginning of year $260
-
17 · Accounts payable and accrued expenses
beginning of year -$312
-
25 · Other liabilities
beginning of year $7,132,279 · end of year $6,990,194
-
27 · Net assets without donor restrictions
beginning of year $12,837,269 · end of year $12,762,546
-
28 · Net assets with donor restrictions
beginning of year $67,721 · end of year $24,471
Mission and programs · 2023
Mission
THE OBJECTIVES OF THIS LOCAL UNION SHALL BE TO UNITE INTO ONE LABOR ORGANIZATION, THROUGH THE AUTHORITY OF THE MEMBERSHIP AS DEFINED IN ARTICLE V, ALL WORKERS ELIGIBLE FOR MEMBERSHIP, REGARDLESS OF RELIGION, RACE, CREED, COLOR, NATIONAL ORIGIN, AGE, SEX, SEXUAL ORIENTATION, GENDER IDENTITY, MARITAL STATUS, PHYSICAL OR MENTAL DISABILITY, OR POLITICAL AFFILIATION OR OPINION, TO SECURE IMPROVED WORKING CONDITIONS, WAGES, HOURS, AND OTHER ECONOMIC AND SOCIAL ADVANTAGES FOR ITS MEMBERS; TO PROMOTE THE RIGHTS OF WORKERS AND THE SECURITY AND WELFARE OF ALL PEOPLE BY POLITICAL, EDUCATIONAL AND OTHER COMMUNITY ACTIVITY; TO SECURE THE PROMOTION OR REJECTION OF LEGISLATION AFFECTING THE MEMBERSHIP; AND TO INFORM, ADVISE, AND EDUCATE ITS MEMBERS AND ALL WORKERS IN THE PRINCIPLES OF THE INTERNATIONAL FEDERATION OF PROFESSIONAL AND TECHNICAL ENGINEERS AND OF THE BENEFITS TO BE DERIVED THROUGH COLLECTIVE BARGAINING AND JOINT ACTION. IT IS FURTHER THE OBJECTIVE OF THE LOCAL UNION TO CARRY OUT ITS WORK
-
THE LOCAL'S PRIMARY FUNCTION INCLUDES REPRESENTING MEMBERS IN MATTERS RELATED TO EMPLOYEE-EMPLOYER RELATIONS, INCLUDING, BUT NOT LIMITED TO WAGES, HOURS AND OTHER TERMS AND CONDITIONS OF EMPLOYMENT AND TO PROTECT AND PRESERVE THE UNION AS AN INSTITUTION IN THE PERFORMANCE OF ITS LEGAL AND CONTRACTUAL OBLIGATIONS.
-
PROVIDE REPRESENTATION TO MEMBERS IN MATTERS RELATED TO EMPLOYMENT TO ESTABLISH PROPER WAGES, CONDITIONS AND HOURS OF EMPLOYMENT THROUGH THE PROCESS OF COLLECTIVE BARGAINING WITH EMPLOYERS AND TO FULFILL AND REQUIRE OBSERVANCE THEREOF.
Expenses $13,399,682 · Grants $270,626
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Bianca PolovinaBIANCA POLOVINA
PRESIDENT
- Total calculated
- $0
- Hours/week
- 15
-
Jeanne SumJEANNE SUM
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 15
-
Gabriel CarcamoGABRIEL CARCAMO
TREASURER
- Total calculated
- $0
- Hours/week
- 20
-
Frances HsiehFRANCES HSIEH
VP FOR LEG.
- Total calculated
- $0
- Hours/week
- 15
-
Lanett WilliamsLANETT WILLIAMS
EAST BAY VP
- Total calculated
- $0
- Hours/week
- 15
-
Sarah PerezSARAH PEREZ
SAN FRAN. VP
- Total calculated
- $0
- Hours/week
- 15
-
Samantha GreeneSAMANTHA GREENE
SOUTH BAY VP
- Total calculated
- $0
- Hours/week
- 15
-
Julian WareJULIAN WARE
OAKLAND VP
- Total calculated
- $0
- Hours/week
- 15
-
Shelsy BassSHELSY BASS
VP AT LARGE
- Total calculated
- $0
- Hours/week
- 15
-
Annahita FallahANNAHITA FALLAH
VP FOR MEMB
- Total calculated
- $0
- Hours/week
- 15
-
Jonathan LyensJONATHAN LYENS
SECRETARY
- Total calculated
- $0
- Hours/week
- 18
-
Debra GrabelleDEBRA GRABELLE
EXEC. DIRECT
- Total calculated
- $234,975
- From this org
- $226,749
- From related orgs
- $0
- Other
- $8,226
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $226,749
- Bonus
- not reported
- Other
- not reported
- Deferred
- $8,226
- Nontaxable benefits
- $26,574
- Filer's total
- $234,975
-
Amlan KadjoAMLAN KADJO
LEAD REP/ORG
- Total calculated
- $195,997
- From this org
- $178,179
- From related orgs
- $0
- Other
- $17,818
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $178,179
- Bonus
- not reported
- Other
- not reported
- Deferred
- $17,818
- Nontaxable benefits
- $27,861
- Filer's total
- $195,997
-
Katherine GeneralKATHERINE GENERAL
FIELD DIR
- Total calculated
- $263,174
- From this org
- $263,174
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $263,174
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $27,861
- Filer's total
- $263,174
-
Sean StalbaumSEAN STALBAUM
LEAD REP/ORG
- Total calculated
- $209,014
- From this org
- $191,457
- From related orgs
- $0
- Other
- $17,557
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $191,457
- Bonus
- not reported
- Other
- not reported
- Deferred
- $17,557
- Nontaxable benefits
- $35,147
- Filer's total
- $209,014
-
Kristen SchumacherKRISTEN SCHUMACHER
LEAD RESEARC
- Total calculated
- $217,512
- From this org
- $200,679
- From related orgs
- $0
- Other
- $16,833
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $200,679
- Bonus
- not reported
- Other
- not reported
- Deferred
- $16,833
- Nontaxable benefits
- $16,245
- Filer's total
- $217,512
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Written employment contract
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
YES ON B COMITTEE TO RESTORE POLICE
$200,000
DONATION
-
CONTRA COSTA LABOR TO LABOR
$10,000
DONATION
-
ALAMEDA LABOR COUNCIL
$6,000
DONATION
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
527 · POLITICAL · CA · controlled entity
Directly controlled by PTE 21
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202530639349300133
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