2025-10-12T11:21:45-05:00 2024-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2024-01-01 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 2025-10-12 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-10-12 2024 2025-03-06 01:10:19Z JOHN HEENAN 1375 VIRGINIA DRIVE 102 FORT WASHINGTON PA 19034 9903189 0 X N/A X 1975 PA TO PROVIDE FOR APPRENTICESHIP AND TRAINING OPPORTUNITIES AND FOR SAFETY IN THE TRADE; TO TRAIN APPRENTICES AND JOURNEYMEN WHO ARE NOW IN THE TRADE; TO ASSIST IN PROVIDING TRAINING THAT WILL EQUIP APPRENTICES AND JOURNEYMEN 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 22 0 0 0 125000 1793645 6307117 7962224 22662 108102 24607 39218 6479386 9903189 0 0 0 0 4169755 4158405 0 0 0 2261356 2268133 6431111 6426538 48275 3476651 10556140 14065176 304019 336404 10252121 13728772 X TO PROVIDE FOR APPRENTICESHIP AND TRAINING OPPORTUNITIES AND FOR SAFETY IN THE TRADE; TO TRAIN APPRENTICES AND JOURNEYMEN WHO ARE NOW IN THE TRADE; TO ASSIST IN PROVIDING TRAINING THAT WILL EQUIP APPRENTICES AND JOURNEYMEN 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 5993913 7987342 PROGRAMS PROVIDING APPRENTICESHIP, TRAINING AND SAFETY IN THE TRADE OF OPERATING ENGINEERING. 5993913 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 11 0 22 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 0 0 1 0 0 0 X TIMOTHY RUSSO 2155428211 1375 VIRGINIA DRIVE FORT WASHINGTON PA 19034 X LOU BENCARDINO EMPLOYER TRUSTEE 2.00 X 0 0 0 JOHN CASEY EMPLOYER TRUSTEE 2.00 X 0 0 0 JOEL CROOKS UNION TRUSTEE (P) 2.00 X 0 0 0 JAMES R DAVIS EMPLOYER TRUSTEE (P) 2.00 X 0 0 0 SONIA DI VALERIO EMPLOYER TRUSTEE 2.00 X 0 0 0 FRAN PIETRINI EMPLOYER TRUSTEE 2.00 X 0 0 0 CECIL PRESTON UNION TRUSTEE 2.00 X 0 0 0 JAMES REILLEY UNION TRUSTEE 2.00 X 0 0 0 JUNIUS RUSSELL UNION TRUSTEE 2.00 X 0 0 0 ANTONIO WILLIAMS UNION TRUSTEE 2.00 X 0 0 0 JOHN HEENAN ADMINISTRATOR 2.00 40.00 X 11096 173836 93828 JAMES P GRANVILLE INSTRUCTOR 40.00 X 150817 0 70940 DANIEL SULLIVAN COORDINATOR 40.00 X 147789 0 70880 DANIEL MITCHELL INSTRUCTOR 40.00 X 143363 0 70791 BRIAN MURPHY INSTRUCTOR 40.00 X 143363 0 70791 KYLE REY INSTRUCTOR 40.00 X 138303 0 70690 734731 173836 447920 16 0 1 0 0 1793645 1793645 EMPLOYERS CONTRIBUTION 900099 7962224 7962224 7962224 27293 27293 14100 0 14100 14100 14100 80809 0 80809 80809 80809 OTHER INCOME 900099 25118 25118 25118 9903189 7987342 0 122202 2482367 2374690 107677 922342 876818 45524 560979 532409 28570 192717 183996 8721 17554 17554 19030 19030 86923 76755 10168 10774 5075 5699 284204 272609 11595 62382 59984 2398 21352 21352 1082817 1080242 2575 172269 172269 EQUIPMENT RENTAL AND MA 404979 404134 845 TRAINING SUPPLIES 77159 77159 MISCELLANEOUS EXPENSES 22213 22213 INSTRUCTOR FEES AND TEM 6477 6477 6426538 5993913 432625 0 7570 6051 1888471 4448076 1006839 1228606 19762 23300 19385241 12370667 7571789 7014574 61709 1344569 10556140 14065176 184720 192798 119299 143606 304019 336404 X 10252121 13728772 10252121 13728772 10556140 14065176 3476651 0 X X 0 1 X 1 0 X 5958269 5882921 6086418 6432117 9755869 34115594 22931 12000 12000 80809 127740 5981200 5894921 6098418 6432117 9836678 34243334 0 0 0 34243334 5173 890 4683 22662 27293 60701 5173 890 4683 22662 27293 60701 27830 19379 18611 24607 39218 129645 6014203 5915190 6121712 6479386 9903189 34433680 0.99450 0.99520 0.00180 0.00140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 339136 339136 6047179 2105694 3941485 12878483 10169341 2709142 120443 95632 24811 7014574 SECURITY DEPOSIT 3094 BERNVILLE BUILDING ESCROW DEPOSIT 58615 DUE FROM RELATED FUNDS 1282860 1344569 DUE TO RELATED FUNDS 55359 DUE TO INTERNATIONAL TRAINING FUND 88247 143606 X 9903189 0 9903189 0 9903189 6426538 0 6426538 0 6426538 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 TO 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 11096 173836 0 0 0 0 0 68421 0 25407 11096 267664 0 0 JAMES P GRANVILLE INSTRUCTOR 150817 0 0 0 0 0 41640 0 29300 0 221757 0 0 0 DANIEL SULLIVAN COORDINATOR 147789 0 0 0 0 0 41640 0 29240 0 218669 0 0 0 DANIEL MITCHELL INSTRUCTOR 143363 0 0 0 0 0 41640 0 29151 0 214154 0 0 0 BRIAN MURPHY INSTRUCTOR 143363 0 0 0 0 0 41640 0 29151 0 214154 0 0 0 KYLE REY INSTRUCTOR 138303 0 0 0 0 0 41640 0 29050 0 208993 0 0 0 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 223772 FMV INTERNATIONAL UNION OF OPERENGINEERS WELFARE FUND OF EAST PA & DE R 2736843 FMV