2025-05-15T15:31:45-05:00 2024-06-30 430765316 RUBINBROWN LLP 1200 MAIN STREET SUITE 1000 KANSAS CITY MO 64105 990 2023-07-01 440517554 ELECTRICAL JOINT APPRENTICESHIP AND TRAINING TRUST FUND ELEC 8169430277 305 E 103RD TERRACE KANSAS CITY MO 64114 BO MORENOKENNETH BORDEN TRUSTEES 8169430277 2025-05-14 1 1 ETHAN A KENT CPA P01051867 8164721122 2025-05-14 2023 2025-03-06 01:10:19Z BO MORENO 305 E 103RD TERRACE KANSAS CITY MO 64114 4052239 0 X N/A X 1956 MO ELECTRICAL TRAINING 8 8 19 0 0 0 40446 41301 2610696 3123840 107375 170615 46240 50679 2804757 3386435 0 0 0 0 1896000 2074165 0 0 0 642639 743073 2538639 2817238 266118 569197 6192969 6848424 191769 236328 6001200 6612096 TO PROVIDE ELECTRICAL TRAINING 0 0 THE FUND PROVIDES TRAINING AND EDUCATION TO OVER 2,000 ELECTRICAL APPRENTICES AND JOURNEYMEN 0 1 0 0 0 0 0 0 0 1 0 0 0 0 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 7 0 1 19 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 X KEVIN SMITH 8139430277 305 E 103RD TERRACE KANSAS CITY MO 64114 BO MORENO CHAIRMAN, TRUSTEE 1.00 X X 0 0 0 KENNETH BORDEN SECRETARY, TRUSTEE 1.00 X X 0 0 0 JAMES LYNCH TRUSTEE 1.00 X 0 0 0 MICHAEL QUARLES TRUSTEE 1.00 X 0 0 0 CASEY WALSH TRUSTEE 1.00 X 0 0 0 TODD HOWERTON TRUSTEE 1.00 X 0 0 0 JOSEPH PRIVITERA TRUSTEE 1.00 X 0 0 0 NANCY LOVE TRUSTEE 1.00 X 0 0 0 SHON LEE TRAINING DIRECTOR 40.00 X 148153 0 43358 DANIEL SPENCER ASSITANT TRAINING DIRECTOR 40.00 X 135814 0 43358 ROBERT WASCHNECK INSTRUCTOR 40.00 X 115111 0 43358 JASON MYSZKA INSTRUCTOR 40.00 X 112805 0 43358 AUDRA FELTON INSTRUCTOR 40.00 X 112805 0 43193 STEVEN MORALES INSTRUCTOR 40.00 X 111367 0 43358 736055 0 259983 9 0 1 0 0 41301 41301 EMPLOYER CONTRIBUTION 611710 2969727 2969727 APPLICATION FEES 611710 154113 154113 3123840 192026 192026 104734 55161 49573 49573 49573 371892 393303 -21411 -21411 -21411 217340 217340 0 OTHER INCOME 611710 1106 1106 1106 3386435 3124946 0 220188 193345 1248919 522654 109247 9255 14756 7770 7332 117084 131160 110168 45359 EDUCATIONAL MATERIALS 163402 EDUCATIONAL SEMINARS 63026 PRE-INDENTURE PHYSICAL 46701 PRINTING AND POSTAGE 27060 2817238 2575343 3142102 33294 10679 215898 315712 16605 8928 42922 7552 5731164 3653037 2117049 2078127 1185510 1278954 6348 6370 6192969 6848424 191769 236328 191769 236328 X 0 0 0 0 6001200 6612096 6001200 6612096 6192969 6848424 569197 41699 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4799770 2833929 1965841 931394 819108 112286 2078127 X 3700635 41699 272501 314200 3386435 0 3386435 3089739 272501 272501 2817238 0 2817238 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 RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 55,161. COST OF SALES - EDUCATIONAL MATERIALS 217,340. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 55,161. COST OF SALES - EDUCATIONAL MATERIALS 217,340. 0 0 0 SHON LEE TRAINING DIRECTOR 145903 0 2250 0 0 0 22038 0 21320 0 191511 0 0 0 DANIEL SPENCER ASSITANT TRAINING DIRECTOR 134064 0 1750 0 0 0 22038 0 21320 0 179172 0 0 0 ROBERT WASCHNECK INSTRUCTOR 113861 0 1250 0 0 0 22038 0 21320 0 158469 0 0 0 JASON MYSZKA INSTRUCTOR 111555 0 1250 0 0 0 22038 0 21320 0 156163 0 0 0 AUDRA FELTON INSTRUCTOR 111555 0 1250 0 0 0 21873 0 21320 0 155998 0 0 0 STEVEN MORALES INSTRUCTOR 110117 0 1250 0 0 0 22038 0 21320 0 154725 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT CPA FIRM, REVIEWED BY THE CONTROLLER, THEN PROVIDED BY E-MAIL TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. IBEW #124 HEALTH & WELFARE 305 E 103RD TERRACE KANSAS CITY MO 64114 440569165 EMPLOYER BENEFITS MO 501(A) 0 IBEW #124 - NECA LABOR MGMT COOPERATIVE TRUST FUND 305 E 103RD TERRACE KANSAS CITY MO 64114 436577830 PROMOTE USE OF UNION ELECTRICAL CONTRACTORS MO 501(C)(5) 0 IBEW #124 PENSION FUND 305 E 103RD TERRACE KANSAS CITY MO 64114 430817626 EMPLOYEE BENEFITS MO 401(A) 0 IBEW #124 ANNUITY & 401(K) FUND 305 E 103RD TERRACE KANSAS CITY MO 64114 431269910 EMPLOYEE BENEFITS MO 501(A) 0 IBEW-NECA BENEFIT CENTER INC 305 E 103RD TERRACE KANSAS CITY MO 64114 431662293 ADMINISTRATION OF EMPLOYEE BENEFITS MO N/A C 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 IBEW-NECA BENEFIT CENTER INC J 104734 FAIR MARKET VALUE