2023-09-27T10:13:09-05:00 2022-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2022-01-01 231654168 INT'L UNION OF OPERATING ENGNRS JT APPRENTSHPTRAIN & SAFETY OF E PA & DE OPER 2155428211 1375 VIRGINIA DRIVE 102 FORT WASHINGTON PA 19034 JOHN HEENAN ADMINISTRATOR 2155428211 2023-09-27 1 JOHN HEENAN 999009999 0 LOUIS VERZELLA CPA P00360279 6106689400 2023-09-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN HEENAN 1375 VIRGINIA DRIVE 102 FORT WASHINGTON PA 19034 6123697 0 X N/A X 1975 PA PROVIDING APPRENTICESHIP, TRAINING AND SAFETY IN THE TRADE, TO TRAIN APPRENTICES AND JOURNEYMEN WHO ARE NOW IN THE TRADE, TO ASSIST IN PROVIDING TRAINING THAT WILL EQUIP THEM FOR PROFITABLE EMPLOYMENT AND CITIZENSHIP, AND TO FURTHER THE ASSURANCE TO THE EMPLOYERS OF PROFICIENT WORKMEN, TO THE END THAT THE PUBLIC MAY RECEIVE THE BEST POSSIBLE WORKMANSHIP. 8 8 21 0 0 0 0 0 5882921 6086418 12890 16683 19379 18611 5915190 6121712 0 0 0 0 3918267 4161741 0 0 0 2014109 2413050 5932376 6574791 -17186 -453079 10898398 10488327 241473 284481 10656925 10203846 X PROVIDING APPRENTICESHIP, TRAINING AND SAFETY IN THE TRADE, TO TRAIN APPRENTICES AND JOURNEYMEN WHO ARE NOW IN THE TRADE, TO ASSIST IN PROVIDING TRAINING THAT WILL EQUIP THEM FOR PROFITABLE EMPLOYMENT AND CITIZENSHIP, AND TO FURTHER THE ASSURANCE TO THE EMPLOYERS OF PROFICIENT WORKMEN, TO THE END THAT THE PUBLIC MAY RECEIVE THE BEST POSSIBLE WORKMANSHIP. 0 0 6162937 6094429 PROGRAMS PROVIDING APPRENTICESHIP, TRAINING AND SAFETY IN THE TRADE OF OPERATING ENGINEERING. 6162937 1 0 0 0 0 0 0 0 0 0 1 0 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 1 0 0 0 1 10 0 21 1 0 0 0 0 0 0 0 0 0 0 X 8 8 1 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 X TIMOTHY RUSSO 2155428211 1375 VIRGINIA DRIVE FORT WASHINGTON PA 19034 X ROBERT T HEENAN UNION TRUSTEE (P) 2.00 X 0 0 0 JAMES R DAVIS EMPLOYER TRUSTEE 2.00 X 0 0 0 JOHN CASEY EMPLOYER TRUSTEE 2.00 X 0 0 0 FRAN PIETRINI EMPLOYER TRUSTEE 2.00 X 0 0 0 LOU BENCARDINO EMPLOYER TRUSTEE 2.00 X 0 0 0 JUNIUS RUSSELL UNION TRUSTEE 2.00 X 0 0 0 CECIL PRESTON UNION TRUSTEE 2.00 X 0 0 0 JOE CROOKS UNION TRUSTEE 2.00 X 0 0 0 JAMES REILLEY UNION TRUSTEE 2.00 X 0 0 0 JOHN HEENAN ADMINISTRATOR 2.00 40.00 X 10589 165901 89147 DANIEL SULLIVAN COORDINATOR 40.00 X 143034 0 73785 DANIEL MITCHELL INSTRUCTOR 40.00 X 138609 0 73696 KYLE REY INSTRUCTOR 40.00 X 133488 0 73594 BRIAN MURPHY INSTRUCTOR 40.00 X 138609 0 73696 THOMAS A SMYTH INSTRUCTOR 40.00 X 133488 0 73594 697817 165901 457512 5 0 1 0 0 EMPLOYERS CONTRIBUTION 900099 5982560 5982560 PIPELINE REIMBURSEMENT 900099 103858 103858 6086418 4683 4683 10600 0 10600 10600 10600 13985 1985 12000 12000 12000 OTHER INCOME 900099 8011 8011 8011 6121712 6094429 0 27283 2511039 2403728 107311 916754 872418 44336 551841 523802 28039 182107 173781 8326 23098 23098 18500 18500 83852 78020 5832 9731 8394 1337 392421 380186 12235 61237 59348 1889 16099 16099 1049557 1046720 2837 157260 157260 EQUIPMENT RENTAL AND MA 480123 479269 854 TRAINING SUPPLIES 88000 88000 INSTRUCTOR FEES AND TEM 26601 26601 PIPELINE EXPENSES 6571 6571 6574791 6162937 411854 0 8927 9953 3109343 1193961 1075324 1065314 35606 23984 18263290 10373544 6363829 7889746 305369 305369 10898398 10488327 138179 168272 103294 116209 241473 284481 X 10656925 10203846 10656925 10203846 10898398 10488327 -453079 0 X X 0 1 X 1 0 X 6995704 5760312 5958269 5882921 6086418 30683624 94000 80185 22931 12000 12000 221116 7089704 5840497 5981200 5894921 6098418 30904740 0 0 0 30904740 5845 8057 5173 890 4683 24648 5845 8057 5173 890 4683 24648 14597 14450 27830 19379 18611 94867 7110146 5863004 6014203 5915190 6121712 31024255 0.99610 0.99620 0.00080 0.00070 X 259673 259673 5395863 1622918 3772945 12526664 8669535 3857129 81090 81091 -1 7889746 DUE TO RELATED FUNDS 53840 DUE TO INTERNATIONAL TRAINING FUND 62369 116209 X 6121712 0 6121712 0 6121712 6574791 0 6574791 0 6574791 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT 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, FUND 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 JOHN HEENAN ADMINISTRATOR 10589 165901 0 0 0 0 3963 62094 1385 21705 15937 249700 0 0 DANIEL SULLIVAN COORDINATOR 143034 0 0 0 0 0 44640 0 29145 0 216819 0 0 0 DANIEL MITCHELL INSTRUCTOR 138609 0 0 0 0 0 44640 0 29056 0 212305 0 0 0 BRIAN MURPHY INSTRUCTOR 138609 0 0 0 0 0 44640 0 29056 0 212305 0 0 0 KYLE REY INSTRUCTOR 133488 0 0 0 0 0 44640 0 28954 0 207082 0 0 0 THOMAS A SMYTH INSTRUCTOR 133488 0 0 0 0 0 44640 0 28954 0 207082 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 ROBERT T. HEENAN, TRUSTEE AND JOHN HEENAN,ADMINISTRATOR ARE FATHER AND SON. FORM 990, PART VI, SECTION B, LINE 11B IUOE JOINT APPRENTICESHIP, TRAINING AND SAFETY FUND OF EASTERN PENNSYLVANIA AND DELAWARE'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT WHO FORWARDS THE COMPLETED RETURN TO THE FUND ADMINISTRATOR FOR REVIEW. THE ADMINISTRATOR THEN PRESENTS THE FORM 990 TO THE BOARD OF TRUSTEES FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION C, LINE 19 IUOE JOINT APPRENTICESHIP, TRAINING AND SAFETY FUND OF EASTERN PENNSYLVANIA AND DELAWARE'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. INTERNATIONAL UNION OF OPERATING ENGINEERS JOINT ANNUITY FUND 1375 VIRGINIA DRIVE FORT WASHINGTON PA 19034 232352166 PENSION FUND PA 401(A)/501(A) 0 INTERNATIONAL UNION OF OPERATING ENGINEERS PENSION FUND 1375 VIRGINIA DRIVE FORT WASHINGTON PA 19034 236405239 PENSION FUND PA 401(A)/501(A) 0 INTERNATIONAL UNION OF OPERATING ENGINEERS WELFARE FUND 1375 VIRGINIA DRIVE FORT WASHINGTON PA 19034 231402245 HEALTH & WELFARE BENEFITS PA 501(C)(9) 0 INTERNATIONAL UNION OF OPERATING ENGINEERS SUPPLEMENTAL UNEMPLOYMENT BENEFI 1375 VIRGINIA DRIVE FORT WASHINGTON PA 19034 232075110 SUPPLEMENTAL UNEMPLOYMENT BENEFITS PA 501(C)(9) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 INTERNATIONAL UNION OF OPERENGINEERS PENSION FUND OF EAST PA & DE P 198727 FMV INTERNATIONAL UNION OF OPERENGINEERS WELFARE FUND OF EAST PA & DE R 2937677 FMV