2025-11-17T10:08:04-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 476757796 SOUTHERN COMPANY - NORTH AMERICA'S BUILDING TRADES UNIONS LMCC TRUST SOUT 2023471461 815 16TH STREET NW 600 WASHINGTON DC 20006 BRANDON BISHOP TRUSTEE 2023471461 2025-11-17 1 1 SCOTT E HALLBERG CPA P01081188 2023319880 2024 2025-03-06 01:10:19Z BRANDON BISHOP 815 16TH STREET NW 600 WASHINGTON DC 20006 366021 0 X N/A X 2015 DC SEE SCHEDULE O. 14 14 0 0 0 0 150000 225000 156317 141021 0 0 0 0 306317 366021 50000 0 0 0 0 0 0 0 0 253533 245915 303533 245915 2784 120106 300830 420936 0 0 300830 420936 X TO ASSIST SOUTHERN COMPANY, ITS CONSTRUCTION CONTRACTORS AND NABTU AND ITS AFFILIATES IN ADDRESSING ISSUES OF MUTUAL INTEREST AND OPPORTUNITY AS PROVIDED FOR BY SECTION 302(C)(9) OF THE LABOR MANAGEMENT RELATIONS ACT, FOR ANY AND ALL OF THE PURPOSES SET FORTH IN SECTION 6(B) OF THE LABOR-MANAGEMENT COOPERATION ACT OF 1978, INCLUDING THE ENCOURAGEMENT AND SUPPORT OF JOINT LABOR MANAGEMENT ACTIVITIES DESIGNED TO IMPROVE LABOR-MANAGEMENT RELATIONS, JOB SECURITY, COMPETITIVENESS, PRODUCTIVITY, ORGANIZATIONAL EFFECTIVENESS AND ECONOMIC DEVELOPMENT, AND MORE SPECIFICALLY: TO IMPROVE COMMUNICATIONS BETWEEN REPRESENTATIVES OF LABOR AND MANAGEMENT; TO PROVIDE WORKERS AND EMPLOYERS WITH OPPORTUNITIES TO STUDY AND EXPLORE NEW AND INNOVATIVE JOINT APPROACHES TO ACHIEVING ORGANIZATIONAL EFFECTIVENESS; TO ASSIST WORKERS AND EMPLOYERS IN ADDRESSING AREAS OF MUTUAL INTEREST NOT SUSCEPTIBLE TO RESOLUTION WITHIN THE COLLECTIVE BARGAINING PROCESS; TO STUDY AND EXPLORE NEW WAYS OF ELIMINATING POTENTIAL CH 0 0 TO ASSIST SOUTHERN COMPANY, ITS CONSTRUCTION CONTRACTORS AND NABTU AND ITS AFFILIATES IN ADDRESSING ISSUES OF MUTUAL INTEREST AND OPPORTUNITY AS PROVIDED FOR BY SECTION 302(C)(9) OF THE LABOR MANAGEMENT RELATIONS ACT, FOR ANY AND ALL OF THE PURPOSES SET FORTH IN SECTION 6(B) OF THE LABOR-MANAGEMENT COOPERATION ACT OF 1978, INCLUDING THE ENCOURAGEMENT AND SUPPORT OF JOINT LABOR MANAGEMENT ACTIVITIES DESIGNED TO IMPROVE LABOR-MANAGEMENT RELATIONS, JOB SECURITY, COMPETITIVENESS, PRODUCTIVITY, ORGANIZATIONAL EFFECTIVENESS AND ECONOMIC DEVELOPMENT, AND MORE SPECIFICALLY: TO IMPROVE COMMUNICATIONS BETWEEN REPRESENTATIVES OF LABOR AND MANAGEMENT; TO PROVIDE WORKERS AND EMPLOYERS WITH OPPORTUNITIES TO STUDY AND EXPLORE NEW AND INNOVATIVE JOINT APPROACHES TO ACHIEVING ORGANIZATIONAL EFFECTIVENESS; TO ASSIST WORKERS AND EMPLOYERS IN ADDRESSING AREAS OF MUTUAL INTEREST NOT SUSCEPTIBLE TO RESOLUTION WITHIN THE COLLECTIVE BARGAINING PROCESS; TO STUDY AND EXPLORE NEW WAYS OF ELIMINATING POTENTIAL CHALLENGES WHICH REDUCE THE COMPETITIVENESS AND INHIBIT THE ECONOMIC DEVELOPMENT OF THE UTILITY INDUSTRY; TO ENHANCE THE INVOLVEMENT OF WORKERS IN MAKING DECISIONS THAT AFFECT THEIR WORKING LIVES; TO EXPAND AND IMPROVE WORKING RELATIONSHIPS BETWEEN WORKERS AND MANAGERS; TO STUDY AND EXPLORE OPPORTUNITIES TO IMPROVE THE HEALTH AND SAFETY OF WORKERS EMPLOYED ON SOUTHERN COMPANY PROJECT SITES, AS WELL AS THE HEALTH AND SAFETY OF THE PUBLIC AFFECTED BY SOUTHERN COMPANY'S INDUSTRY; TO EXPLORE OPPORTUNITIES TO DEMONSTRATE SUPERIOR VALUE THAT ENHANCES JOB SECURITY WHILE ALSO PROVIDING OPPORTUNITIES TO ENHANCE WORKFORCE DEVELOPMENT BY JOINT LABOR-MANAGEMENT APPRENTICESHIP AND TRAINING PROGRAMS THROUGH SUSTAINABLE JOB GROWTH; TO ENCOURAGE FREE COLLECTIVE BARGAINING BY ESTABLISHING CONTINUING MECHANISMS FOR COMMUNICATION BETWEEN EMPLOYERS AND THEIR EMPLOYEES; TO PROMOTE ACCESS TO REGISTERED APPRENTICESHIP PROGRAMS SPONSORED BY NABTU'S AFFILIATES AND SOUTHERN COMPANY CONTRACTORS, INCLUDING THE PROMOTION OF APPRENTICESHIP READINESS PROGRAMS; TO PROMOTE AND SUPPORT PROGRAMS AND ACTIVITIES DESIGNED TO ATTRACT PERSONNEL LEAVING THE MILITARY AND VETERANS FOR CAREERS IN THE CONSTRUCTION INDUSTRY TO HELP PROVIDE NECESSARY PERSONNEL FOR SOUTHERN COMPANY AND ITS CONTRACTORS; TO PROMOTE AND SUPPORT PROGRAMS AND ACTIVITIES DESIGNED TO PROMOTE SOCIAL, ECONOMIC, GENDER, AND RACIAL JUSTICE; AND TO DO ANY AND ALL OTHER LAWFUL ACTIVITIES, INCLUDING ACTIVITIES INCIDENTAL OR RELATED TO THE ACCOMPLISHMENT OF THOSE PURPOSES AND GOALS. 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 1 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 X BRANDON BISHOP 2023471461 815 16TH STREET NW SUITE 600 WASHINGTON DC 20006 X SEAN MCGARVEY CO-CHAIR 1.00 2.00 X X 0 0 0 JEFF PEOPLES CO-CHAIR 1.00 0.00 X X 0 0 0 BRANDON BISHOP TRUSTEE 1.00 2.00 X 0 0 0 BRENT BOOKER TRUSTEE 1.00 0.00 X 0 0 0 ERIC DEAN TRUSTEE 1.00 0.00 X 0 0 0 KENNETH COOPER TRUSTEE 1.00 0.00 X 0 0 0 MARK MCMANUS TRUSTEE 1.00 0.00 X 0 0 0 TERRY LARKIN TRUSTEE 1.00 0.00 X 0 0 0 KIM GREENE TRUSTEE 1.00 0.00 X 0 0 0 STAN CONNALLY TRUSTEE 1.00 0.00 X 0 0 0 ANTHONY WILSON TRUSTEE 1.00 0.00 X 0 0 0 JAMES KERR TRUSTEE 1.00 0.00 X 0 0 0 PETER SENA TRUSTEE 1.00 0.00 X 0 0 0 JERRY GRISSOM TRUSTEE 1.00 0.00 X 0 0 0 0 0 0 0 0 0 0 HOTEL WASHINGTON 515 15TH ST NW WASHINGTON DC 20004 MEETING SERVICES 137810 1 225000 225000 CONTRIBUTION CENTS PER 900099 141021 141021 141021 366021 141021 0 0 13800 228190 2695 BANK FEES 1230 245915 300830 420936 300830 420936 0 0 X 300830 420936 300830 420936 300830 420936 120106 0 X 0 1 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 X 366021 0 366021 0 366021 245915 0 245915 0 245915 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE 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 OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2024 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. FORM 990, PART I, LINE 1 TO IMPROVE COMMUNICATIONS BETWEEN REPRESENTATIVE OF LABOR AND MANAGEMENT; TO PROVIDE WORKER AND EMPLOYERS WITH OPPORTUNITIES TO STUDY AND EXPLORE NEW AND INNOVATIVE JOINT APPROACHES TO ACHIEVE IN ORGANIZATIONAL EFFECTIVENESS; TO ASSIST WORKERS AND EMPLOYERS IN ADDRESSING AREAS OF MUTUAL INTEREST NOT SUSCEPTIBLE TO RESOLUTION WITHIN THE COLLECTIVE BARGAINING PROCESS; TO STUDY AND EXPLORE NEW WAYS OF ELIMINATING POTENTIAL CHALLENGES WHICH REDUCE THE COMPETITIVENESS AND INHIBIT THE ECONOMIC DEVELOPMENT OF THE UTILITY INDUSTRY; TO ENHANCE THE INVOLVEMENT OF WORKERS IN MAKING DECISIONS THAT AFFECT THEIR WORKING LIVES; TO EXPAND AND IMPROVE WORKING RELATIONSHIPS BETWEEN WORKER AND MANAGERS; TO STUDY AND EXPLORE OPPORTUNITIES TO IMPROVE HEALTH AND SAFETY OF WORKERS EMPLOYED ON EMPLOYER PROJECT SITES AS WELL AS THE HEALTH AND SAFETY OF THE PUBLIC AFFECTED BY THE EMPLOYER'S INDUSTRY; TO EXPLORE OPPORTUNITIES TO DEMONSTRATE SUPERIOR VALUE THAT ENHANCES JOB SECURITY WHILE ALSO PROVIDING OPPORTUNITIES TO ENHANCE WORKFORCE DEVELOPMENT BY JOINT LABOR-MANAGEMENT APPRENTICESHIP AND TRAINING PROGRAMS THROUGH SUSTAINABLE JOB GROWTH; TO ENCOURAGE FREE COLLECTIVE BARGAINING BY ESTABLISHING CONTINUING MECHANISMS FOR COMMUNICATION BETWEEN EMPLOYERS AND THEIR EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE ORGANIZATION'S ACCOUNTING DEPARTMENT PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. POLITICAL EDUCATION FUND OF THE BCTD 815 16TH STREET NW SUITE 600 WASHINGTON DC 20006 521142207 SEPARATE SEGREGATED FUND DC 527 0 POLITICAL EDUCATIONAL FUND OF THE BCTD NON-FEDERAL 815 16TH STREET NW SUITE 600 WASHINGTON DC 20006 912063810 SEPARATE SEGREGATED FUND DC 527 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0