2025-04-10T11:12:26-05:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 132505715 INTERNATIONAL UNION OF OPER ENG LOCAL 30 APPRENTICE TRAIN & SKILL IMPROVEMENT FD INTE 7188478484 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 DARREN TURTON FUND ADMINISTRATOR 7188478484 2025-04-10 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-04-10 2024 2025-03-06 01:10:19Z DARREN TURTON 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 2778725 0 X WWW.IUOELOCAL30.ORG/APPRENTICESHIP-TRAINING-FUND X 1991 NY TO OPERATE A TRAINING PROGRAM FOR QUALIFIED PARTICIPANTS IN ORDER TO PROVIDE A POOL OF SKILLED INDIVIDUALS, INCLUDING STATIONARY ENGINEERS, REFRIGERATION ENGINEERS, APPRENTICE TRAINING ENGINEERS AND TRAINEES ENGAGED IN OPERATING VARIOUS TYPES OF HEATING AND REFRIGERATION EQUIPMENT. 10 10 14 0 0 0 29924 55297 2294482 2703181 3080 20247 0 0 2327486 2778725 0 0 0 0 913672 1099869 0 0 0 905423 1193349 1819095 2293218 508391 485507 6736308 7252090 2851828 2882103 3884480 4369987 X TO OPERATE A TRAINING PROGRAM FOR QUALIFIED PARTICIPANTS IN ORDER TO PROVIDE A POOL OF SKILLED INDIVIDUALS, INCLUDING STATIONARY ENGINEERS, REFRIGERATION ENGINEERS, APPRENTICE TRAINING ENGINEERS AND TRAINEES ENGAGED IN OPERATING VARIOUS TYPES OF HEATING AND REFRIGERATION EQUIPMENT. 0 0 1950959 2703181 TO OPERATE A TRAINING PROGRAM FOR QUALIFIED PARTICIPANTS TO PROVIDE A POOL OF SKILLED INDIVIDUALS INCLUDING STATIONARY ENGINEERS, REFIG ENGINEERS,APPRENTICE TRAINING ENGINEERS & TRAINEES ENGAGED IN OPERATING VARIOUS HEATING & REFRIG EQUIPMENT. 1950959 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 5 0 14 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 1 1 0 X MICHAEL SPILLANE 7188478484 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 CHRISTOPHER DILEONE EMPLOYER TRUSTEE 1.00 X 0 0 0 FRANK GIBBONS EMPLOYER TRUSTEE 1.00 X 0 0 0 HOWARD FOX EMPLOYER TRUSTEE 1.00 X 0 0 0 JOHN CULKIN EMPLOYER TRUSTEE 1.00 X 0 0 0 KEVIN CRUSE UNION TRUSTEE 1.00 X 0 0 0 ROBERT MOCCIO UNION TRUSTEE 1.00 X 0 0 0 WILLIAM LYNN UNION TRUSTEE - CHAIRMAN 1.00 X 0 0 0 ROBERT WILSON UNION TRUSTEE 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 40.00 X 6908 242728 79198 PATRICK J LYNN DIRECTOR OF APPRENTICESHIP 40.00 X 318766 0 100041 ANDREW HOGAN INSTRUCTOR 40.00 X 167991 0 66698 493665 242728 245937 2 0 1 0 DYNAMIX CONSULTING 10 ADSON WAY MAHOPAC NY 10541 EDUCATION 277692 1 55297 55297 EMPLOYER CONTRIBUTIONS 611519 2466633 2466633 COURSE FEES 611519 236548 236548 2703181 20247 20247 2778725 2703181 0 20247 9284 9284 781135 701537 79598 195648 164415 31233 59602 47992 11610 54200 47233 6967 9000 9000 29878 29878 21415 5244 16171 18661 8888 9773 261045 195784 65261 63556 63120 436 16598 9731 6867 100804 80643 20161 7214 7214 NATIONAL TRAINING FUND 529381 529381 TEXTBOOKS AND MANUALS 53533 53533 GRADUATION 43458 43458 AMORTIZATION EXPENSE - 38806 38806 2293218 1950959 342259 0 3163129 4184004 273955 252685 720893 464455 349733 256438 2677997 2558963 271494 0 6736308 7252090 38651 94622 45800 43300 2767377 2744181 2851828 2882103 X 3884480 4369987 0 0 0 0 3884480 4369987 6736308 7252090 485507 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 187549 160293 27256 516274 287826 228448 17070 16336 734 256438 OPERATING LEASE LIABILITY 2687150 DUE TO FUNDS AND RELATED ENTITIES 57031 2744181 X 2857856 79131 79131 2778725 0 2778725 2372349 79131 79131 2293218 0 2293218 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN 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 PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN. PART XI, LINE 2D - OTHER ADJUSTMENTS: DONATED SERVICES 79,131. PART XII, LINE 2D - OTHER ADJUSTMENTS: DONATED SERVICES 79,131. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, LINE 3 RACIALLY NONDISCRIMINATORY POLICY PUBLISHED IN LOCAL NEWSPAPER. X 0 0 0 0 0 0 0 0 0 PATRICK J LYNN DIRECTOR OF APPRENTICESHIP 318766 0 0 0 0 0 84441 0 15600 0 418807 0 0 0 DARREN TURTON FUND ADMINISTRATOR 6908 242728 0 0 0 0 1907 61647 469 15175 9284 319550 0 0 ANDREW HOGAN INSTRUCTOR 167991 0 0 0 0 0 51098 0 15600 0 234689 0 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 APPRENTICE FUND'S PORTION OF THE AMOUNTS DETAILED IN SCHEDULE J IS APPROXIMATELY 5% FOR DARREN TURTON. PATRICK J LYNN FAMILY MEMBER OF WILLIAM LYNN, UNION TRUSTEE 418807 COMPENSATION (SALARY & BENEFITS) 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH AN OFFICER WHO WORKS FULL TIME FOR THE ORGANIZATION. ONCE COMPLETE, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF TRUSTEES PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C PERIODIC REVIEWS OF THE CONFLICT OF INTEREST POLICY REQUIREMENTS SHALL BE PERFORMED. FORM 990, PART VI, SECTION B, LINE 15 PERIODICALLY, THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL (FUND COORDINATOR) IS REVIEWED AND COMPARED TO THE COMPENSATION OF INDIVIDUALS HOLDING THE SAME POSITION AT OTHER MULTIEMPLOYER BENEFIT FUNDS. 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 2C: THE FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT PERFORMING SAID AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. STATIONARY ENGINEERS INDUSTRY STABILIZATION FUND 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 112982220 LABOR-MGT COOPERATION FUND NY 501(C)(6) 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 BENEFITS FUND 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 132873303 BENEFIT FUND NY 501(C)(9) 0 IUOE LOCAL 30 ANNUITY FUND 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 136595417 PENSION FUND NY 501(A) 0 IUOE LOCAL 30 PENSION FUND 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 516045848 PENSION FUND NY 501(A) 0 IUOE LOCAL 30 UNION 16-16 WHITESTONE EXPRESSWAY WHITESTONE NY 11357 135159000 UNION NY 501(C)(5) 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 IUOE LOCAL 30 BENEFITS FUND P 78481 FMV IUOE LOCAL 30 PENSION FUND K 195784 FMV IUOE LOCAL 30 BENEFITS FUND K 65261 FMV IUOE LOCAL 30 UNION P 86332 FMV STATIONARY ENGINEERS INDUSTRY STABILIZATION FUND C 31649 FMV