2023-07-25T07:45:30-05:00 2022-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2022-01-01 222581643 LOCAL UNION 104 OCCUPATIONAL SAFETY HEALTH AND EDUCATION TRUST FUND LOCA 5086685856 900 SOUTH MAIN STREET MANSFIELD MA 02048 BRIAN MURPHY TRUSTEE 5086685856 2023-07-25 1 BRIAN MURPHY 999009999 0 LOUIS VERZELLA CPA P00360279 6106689400 2023-07-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRIAN MURPHY 900 SOUTH MAIN STREET MANSFIELD MA 02048 10346991 0 X N/A X 1985 MA PROVIDE TRAINING AND EDUCATION PROGRAMS FOR EMPLOYEES IN THE OUTSIDE ELECTRICAL INDUSTRY AND MEMBERS OF AN AFFILIATED IBEW LOCAL. 6 6 7 0 0 0 0 0 5065115 4347614 634156 69928 0 0 5699271 4417542 0 0 0 0 1471837 1585025 0 0 0 2451672 2734271 3923509 4319296 1775762 98246 8656713 8754790 858 689 8655855 8754101 PROVIDE TRAINING AND EDUCATION PROGRAMS FOR EMPLOYEES IN THE OUTSIDE ELECTRICAL INDUSTRY AND MEMBERS OF AN AFFILIATED IBEW LOCAL. 0 0 2347633 4250967 TRAINING OF NEW AND CONTINUING MEMBERS OF IBEW LOCAL UNION 104 IN SAFETY PROCEDURES/FEATURES OF WORKING WITH HIGH VOLTAGE ELECTRICITY FIRST AID AND VARIOUS TYPES OF SAFETY EQUIPMENT. 2347633 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 7 1 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X OFFICERS 5086685856 900 SOUTH MAIN STREET MANSFIELD MA 02048 X KEITH PRACHNIAK TRUSTEE 2.00 X 0 0 0 TOM HALPIN TRUSTEE 2.00 X 0 0 0 MICHAEL GILCHRIST TRUSTEE 2.00 X 0 0 0 CHUCK RUBESKI TRUSTEE 2.00 X 0 0 0 BRIAN MURPHY TRUSTEE 2.00 X 0 0 0 BILL HERSHMAN TRUSTEE 2.00 X 0 0 0 RYAN DEMERITT DIRECTOR/ PLAN ADMIN 40.00 X 186476 0 75934 SEAN MCNAMARA ADMIN 40.00 X 109367 0 48707 JULIE MORRIS ADMIN 40.00 X 114053 0 61752 DEREK MARTIN ADMIN 40.00 X 185390 0 77260 KATHLEEN M TILDEN ADMIN 40.00 X 114053 0 61752 KERRY BISSINGER ADMIN 40.00 X 114053 0 61752 BART JONES TRUSTEE 1.00 X 178276 0 0 1001668 0 387157 7 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 4347614 4347614 4347614 166575 166575 5756802 76000 5874017 55432 -117215 20568 -96647 -96647 4417542 4250967 0 166575 262410 262410 858931 858931 247211 247211 141537 141537 74936 74936 5000 5000 25539 25539 73242 73242 3103 3103 47854 47854 9848 9848 81120 81120 47962 47962 20148 20148 51513 51513 21309 21309 FLAME RETARDANT CLOTHIN 1100320 1100320 TRAINING EXPENSES 621499 621499 GLOVES, SLEEVES AND, SA 275550 275550 BOOT ALLOWANCE 158896 158896 191368 191368 4319296 2347633 1971663 0 1633514 248435 1096915 2672465 403005 255303 178968 147702 5305316 5244188 442000 442000 8656713 8754790 858 689 858 689 X 0 0 0 0 8655855 8754101 8655855 8754101 8656713 8754790 98246 0 X X 0 1 X 1 0 X 3073653 2987102 3301942 5065115 4347614 18775426 3073653 2987102 3301942 5065115 4347614 18775426 0 0 0 18775426 142154 143477 146129 143665 166575 742000 142154 143477 146129 143665 166575 742000 3215807 3130579 3448071 5208780 4514189 19517426 0.96200 0.96020 0.03800 0.03980 X 403005 255303 147702 147702 ANNUITY 442000 C 442000 PAYROLL LIABILITIES 689 689 X 4344300 0 4344300 73242 73242 4417542 4246054 0 4246054 73242 73242 4319296 PART X, LINE 2: MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS, HOWEVER THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND. X 0 0 0 0 0 0 0 0 0 DEREK MARTIN ADMIN 185390 0 0 0 0 0 51246 0 26014 0 262650 0 0 0 RYAN DEMERITT DIRECTOR/ PLAN ADMIN 186476 0 0 0 0 0 49872 0 26062 0 262410 0 0 0 BART JONES TRUSTEE 178276 0 0 0 0 0 0 0 0 0 178276 0 0 0 JULIE MORRIS ADMIN 114053 0 0 0 0 0 36984 0 24768 0 175805 0 0 0 KATHLEEN M TILDEN ADMIN 114053 0 0 0 0 0 36984 0 24768 0 175805 0 0 0 KERRY BISSINGER ADMIN 114053 0 0 0 0 0 36984 0 24768 0 175805 0 0 0 SEAN MCNAMARA ADMIN 99367 0 0 0 10000 0 33407 0 15300 0 158074 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B LOCAL UNION 104 OCCUPATIONAL SAFETY HEALTH AND EDUCATION TRUST FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT WHO THEN FORWARDS THE COMPLETED RETURN TO THE FUND'S DIRECTOR. THE FUND DIRECTOR THEN PRESENTS THE RETURN TO THE GOVERNING BODY FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C LOCAL UNION 104 OCCUPATIONAL SAFETY HEALTH AND EDUCATION TRUST FUND MONITORS ITS CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES REVIEW THE SALARIES OF THE DIRECTOR AND KEY EMPLOYEES ON AN ANNUAL BASIS AT A BOARD OF TRUSTEES MEETING AND COMPARES SALARIES TO INDUSTRY STANDARDS. FORM 990, PART VI, SECTION C, LINE 19 LOCAL UNION 104 OCCUPATIONAL SAFETY HEALTH AND EDUCATION TRUST FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART XII LINE 1 THE FORM 990 WAS PREPARED USING THE MODIFIED CASH BASIS OF ACCOUNTING, FORM 990 PART XII LINE 2C MANAGEMENT IS REPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AND THE FINANCIAL STATEMENTS.