2024-08-26T08:24:30-05:00 2023-10-31 470900880 Calibre CPA Group PLLC 230 West Monroe St Ste310 Chicago IL 60606 990 2022-11-01 362638779 LOCAL 9 IBEW & MIDDLE STATES APPRENTICE AND JOURNEYMAN TRAINING FUND LOCA 7084052084 7840 Graphics Dr 100 Tinley Park IL 60477 William Niesman Trustee 7084052084 2024-08-26 1 1 Corey Bilkey P00499751 3126550037 2022 2024-08-08 14:25:15Z X william niesman 7840 Graphics Dr 100 Tinley Park IL 60477 13215322 0 X N/A X 1967 IL Provide lineman journeyman training to members of IBEW Local No. 9 10 8 114 0 0 0 288419 0 6835551 6149427 134365 -693331 0 0 7258335 5456096 0 0 0 0 1619855 2236292 0 0 0 2215673 2308390 3835528 4544682 3422807 911414 38764143 40555716 595930 627724 38168213 39927992 Provide lineman journeyman training to members of IBEW Local No. 9 0 0 To conduct educational courses & training in various aspects of the electrical trade to ensure that the quality of electricians' work will meet prevailing standards. 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 1 0 0 1 5 0 1 114 1 0 0 0 0 0 0 0 0 X 10 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X Benesys 2624092009 po box 50 pewaukee WI 53072 John Janicich Trustee 2.00 X 0 0 0 John C Burkard Trustee 2.00 X 8161 0 0 Art Burke Trustee 2.00 X 0 0 0 Frank A Lizzadro Trustee 2.00 X 0 0 0 Joseph Notaro former trustee 2.00 X 0 0 0 John Dowling Trustee 2.00 X 12757 0 0 Kevin B Schuster Trustee 2.00 X 0 0 0 William Niesman Trustee 2.00 X 0 0 0 STEPHEN ALDRIDGE Trustee 2.00 X 0 0 0 Matt Turk trustee 2.00 X 0 0 0 Thomas McCluskey Trustee 2.00 X 0 0 0 Mark Greco instructor 40.00 X 135441 0 77079 jeff johnson instructor 40.00 X 153166 0 87166 309525 0 164245 2 0 1 0 0 Employer contributions 611600 6117284 6117284 Student fees and services 611600 32143 32143 6149427 220713 220713 6845182 7759226 -914044 -914044 -914044 5456096 6149427 0 -693331 23918 1861659 182088 168627 53229 16486 16000 5250 1000 11276 27402 75620 196398 42921 1359014 208725 Apprentice equipment an 277719 Shared administrative e 17350 4544682 10228109 7827328 535030 491595 91499 104817 35073797 9614871 21390581 25458926 6502559 6673042 16365 8 38764143 40555716 180474 194917 415456 432807 595930 627724 X 0 0 0 0 38168213 39927992 38168213 39927992 38764143 40555716 911414 848365 0 X X 0 1 X 1 0 1578061 1578061 30005933 6537145 23468788 3489803 3077726 412077 25458926 Due to other funds 432807 432807 X 6304461 848365 848365 5456096 0 5456096 4544682 0 4544682 0 4544682 Part X, Line 2: THE INTERNAL REVENUE SERVICE HAS ADVISED THAT THE LOCAL QUALIFIES UNDER SECTION 501(c)(5) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, SUBJECT TO TAX ONLY ON INCOME, IF ANY, UNRELATED TO ITS TAX-EXEMPT PURPOSE. MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE LOCAL AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE LOCAL HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. AS OF OCTOBER 31, 2023, THERE WERE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE LOCAL'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE FISCAL YEARS ENDING 2020, 2021 AND 2022 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. 0 0 0 jeff johnson instructor 153166 0 0 0 0 0 47083 0 40083 0 240332 0 0 0 Mark Greco instructor 135441 0 0 0 0 0 41634 0 35445 0 212520 0 0 0 Form 990, Part VI, Section B, line 11b The draft filing is made available to all Board of Trustees via a secure website Form 990, Part VI, Section B, line 12c ALL BOARD MEMEBERS ANNUAL SUBMISSION OF DISCLOSURE STATEMENTS ARE ON FILE WITH THE ADMINISTRATOR. THE ADMINISTRATOR REVIEWS MEETING AGENDAS PRIOR TO THE MEETING AND NOTIFIES THE BOARD OF ANY ISSUES THAT NEED TO BE ADDRESSED BEFORE THE DISCUSSIONS TAKE PLACE. ANY INDIVIDUAL WHO GIVES NOTICE OF POTENTIAL CONFLICT IS TO ABSTAIN FROM PARTICIPATING IN ANY ITEM OF BUSINESS WHICH COMES BEFORE THE BOARD. Form 990, Part VI, Section C, line 19 Copies are provided upon written or verbal request, free of charge, either hard copy or electronic (whichever the requestor prefers) Form 990, Part XII, Line 2c: the process has not changed LOCAL NO 9 IBEW AND OUTSIDE CONTRACTORS PENSION FUND 7840 Graphics Drive Tinley Park IL 60477 516077720 DEFINED BENEFIT PENSION IL 401(A) BOARD OF TRUSTEES 0 LOCAL NO 9 IBEW AND OUTSIDE CONTRACTORS DEFINED CONTRIBUTION FUND 7840 Graphics Drive Tinley Park IL 60477 364301166 DEFINED CONTRIBUTION IL 401(A) BOARD OF TRUSTEES 0 LOCAL NO 9 IBEW AND OUTSIDE CONTRACTORS HEATLH AND WELFARE TRUST 7840 Graphics Drive Tinley Park IL 60477 362261990 EMPLOYEE BENEFIT IL 501(C)(9) BOARD OF TRUSTEES 0 Local No 9 IBEW Outside Contractors Supplemental Unemployment Fund 7840 Graphics Drive Tinley Park IL 60477 320320610 Unemployment benefits IL 501(C)(17) 0 Local Union No 9 IBEW and Outside Contractors Labor Managemen Cooperation C 7840 Graphics Drive Tinley Park IL 60477 831354473 Labor management cooperative IL 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0