2024-05-01T12:20:21-05:00 2023-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-01-01 112982220 STATIONARY ENGINEERS INDUSTRY STABILIZATION FUND INC STAT 7188478484 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 DARREN TURTON FUND ADMINISTRATOR 7188478484 2024-05-01 1 DARREN TURTON 999009999 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-04-24 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z DARREN TURTON 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 1308638 0 X N/A X 1989 NY TO IMPROVE LABOR MANAGEMENT RELATIONSHIPS, JOB SECURITY, COMPETITIVENESS, PRODUCTIVITY, ORGANIZATIONAL EFFECTIVENESS, AND ECONOMIC DEVELOPMENT. 5 5 0 0 0 0 0 0 1173925 1307595 1138 1043 0 0 1175063 1308638 172205 330379 0 0 142891 142460 0 0 0 1128726 765141 1443822 1237980 -268759 70658 916321 1117368 192135 322524 724186 794844 TO IMPROVE LABOR MANAGEMENT RELATIONSHIPS, JOB SECURITY, COMPETITIVENESS, PRODUCTIVITY, ORGANIZATIONAL EFFECTIVENESS, AND ECONOMIC DEVELOPMENT. 0 0 TO IMPROVE LABOR MANAGEMENT RELATIONSHIPS, JOB SECURITY, COMPETITIVENESS, PRODUCTIVITY, ORGANIZATIONAL EFFECTIVENESS, AND ECONOMIC DEVELOPMENT. 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 1 0 1 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 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 0 0 0 X DARREN TURTON 7188478484 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 JOHN CULKIN EMPLOYER TRUSTEE 1.00 X 0 0 0 CHRISTOPHER DILEONE EMPLOYER TRUSTEE 1.00 X 0 0 0 ROBERT MOCCIO UNION TRUSTEE 1.00 X 0 0 0 FREDERICK WARD EMPLOYER TRUSTEE (P) 1.00 X 0 0 0 DANA SANDERS UNION TRUSTEE 1.00 X 0 0 0 FRED SURACE EMPLOYER TRUSTEE 1.00 X 0 0 0 DARREN TURTON FUND ADMINISTRATOR 1.00 41.00 X 2303 227964 77925 2303 227964 77925 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 230000 1307595 1307595 1307595 1043 1043 1308638 1307595 0 1043 330379 3082 84030 31821 16495 7032 5700 31916 112065 49846 29745 182 494536 15889 2331 HOLIDAY PARTY 22931 1237980 14 14 879925 1029772 6000 191048 109466 27226 81582 9156 0 916321 1117368 192135 322524 192135 322524 X 724186 794844 724186 794844 916321 1117368 70658 0 X X 0 1 X 1 0 70245 7024 63221 120803 102442 18361 81582 DUE TO LOCAL UNION 247714 DUE TO RELATED FUNDS 74810 322524 X 1308638 0 1308638 0 1308638 1237980 0 1237980 0 1237980 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. 1 IUOE LOCAL 30 APPRENTICE TRAINING & SKILL IMPROVEMENT FUND 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 132505715 501(C)(3) 0 29924 FMV PAYMENTS FOR EVENT SERVICES, FOOD, MATERIALS AND ACCOMODATIONS. DONATION CLIMATE JOBS NY EDUCATION FUND INC 350 WEST 31ST STREET NEW YORK NY 10001 824972836 501(C)(3) 15000 0 DONATION ENGINEERS CHARITABLE TRUST 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 566664024 501(C)(3) 0 182716 FMV PAYMENTS FOR EVENT SERVICES, FOOD, MATERIALS AND ACCOMODATIONS. DONATION NORTHEASTERN STATES CONFERENCE OF IUOE 65 SPRINGFIELD AVE 3RD FLOOR SPRINGFIELD NJ 07081 133198877 501(C)(6) 10000 0 DONATION OPERATING ENGINEERS NATIONAL CHARITY FUND 1125 17TH STREET NW WASHINGTON DC 20036 260272760 501(C)(3) 50000 0 DONATION 4 1 0 0 0 DARREN TURTON FUND ADMINISTRATOR 2303 227964 0 0 0 0 623 61702 156 15444 3082 305110 0 0 PART I, LINE 3 DARREN TURTON'S COMPENSATION AND BENEFITS ARE PAID BY THE IUOE BENEFITS FUND AND ALLOCATED TO VARIOUS ORGANIZATIONS BASED ON THE ESTIMATED BENEFIT RECEIVED BY EACH ORGANIZATION. THE STABILIZATION FUND'S PORTION OF THE AMOUNTS DETAILED IN SCHEDULE J IS APPROXIMATELY 1% FOR DARREN TURTON. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH AN OFFICER OF THE ORGANIZATION. ONCE COMPLETED, THE FORM WAS PROVIDED TO AND REVIEWED BY THE REMAINING OFFICERS PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C REVIEWS OF THE CONFLICT OF INTEREST POLICY REQUIREMENTS ARE PERFORMED PERIODICALLY. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO ALL PARTICIPANTS UPON REQUEST. NONE OF THESE DOCUMENTS ARE AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 1: THE STATIONARY ENGINEERS INDUSTRY STABILIZATION FUND, INC.'S FINANCIAL STATEMENTS WERE PREPARED USING THE MODIFIED CASH BASIS OF ACCOUNTING. FORM 990, PART XII, LINE 2C: THE ORGANIZATION RECEIVES AN AUDITED FINANCIAL STATEMENT ON THE MODIFIED CASH BASIS OF ACCOUNTING. THE GOVERNING BODY IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT PERFORMING THE AUDIT. FORM 990, PART IX, LINES 5-10 THE STATIONARY ENGINEERS INDUSTRY STABILIZATION FUND, INC. HAS NO EMPLOYEES BUT REIMBURSES RELATED PARTIES FOR ALLOCATED PAYROLL EXPENSES. IUOE LOCAL 30 PENSION FUND 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 516045848 PENSION FUND NY 501 (A) 0 IUOE LOCAL 30 ANNUITY FUND 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 136595417 PENSION FUND NY 501 (A) 0 IUOE LOCAL 30 BENEFITS FUND 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 132873303 BENEFIT FUND NY 501 (C)(9) 0 IUOE LOCAL 30 GROUP LEGAL SERVICES FUND 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 112741909 BENEFIT FUND NY 501 (C)(9) 0 IUOE LOCAL 30 APPRENTICE FUND 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 132505715 BENEFIT FUND NY 501 (C )(3) 170B(1) (A)II 0 IUOE LOCAL 30 CHARITABLE TRUST 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 566664024 CHARITY FUND NY 501 (C)(3) 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 IUOE LOCAL 30 CHARITABLE TRUST B 182716 FAIR VALUE IUOE LOCAL 30 APPRENTICE FUND B 29924 FAIR VALUE IUOE LOCAL 30 BENEFITS FUND O 31892 FAIR VALUE IUOE LOCAL 30 BENEFITS FUND K 7436 FAIR VALUE IUOE LOCAL 30 PENSION FUND K 22309 FAIR VALUE