2025-08-11T10:45:20-05:00 2024-09-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-10-01 520806994 LOCAL 99-99A IUOE JOINT APPRENTICESHIP TRUST FUND LOCA 2023370099 9315 LARGO DRIVE WEST 200 UPPER MARLBORO MD 20774 DON HAVARD CHAIRMAN 2023370099 2025-08-11 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-08-05 2023 2025-03-06 01:10:19Z DON HAVARD 9315 LARGO DRIVE WEST 200 UPPER MARLBORO MD 20774 1178558 0 X N/A X 1963 MD THE PURPOSE OF THE FUND IS TO PROVIDE TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICE OPERATING ENGINEERS WITHIN THE JURISDICTION OF THE UNION. 10 8 13 0 0 0 0 0 1046445 1108110 26809 60989 4034 9459 1077288 1178558 0 0 0 0 342414 498810 0 0 0 730408 748337 1072822 1247147 4466 -68589 2586543 2526715 0 0 2586543 2526715 THE PURPOSE OF THE FUND IS TO PROVIDE TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICE OPERATING ENGINEERS WITHIN THE JURISDICTION OF THE UNION. 0 0 493489 1108110 THE PURPOSE OF THE FUND IS TO PROVIDE TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICE OPERATING ENGINEERS WITHIN THE JURISDICTION OF THE UNION. 493489 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 1 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 3 0 13 1 0 0 0 0 0 0 0 0 0 0 X 10 8 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 1 0 0 0 X DON HAVARD - IUOE JOINT APPRENTICESHIP TRUST FUND LOCAL 99-99A 2023370099 9315 LARGO DRIVE WEST UPPER MARLBORO MD 20774 DONALD P HAVARD CHAIRMAN 1.00 40.00 X 0 238182 62235 MARK CROCKETT TRUSTEE 1.00 X 0 0 0 DEAN BLAKE TRUSTEE 1.00 X 0 0 0 CHARLOTTE WILSON TRUSTEE 1.00 X 0 0 0 DEREK BRAUNER TRUSTEE 1.00 X 0 0 0 KARL BUHNER TRUSTEE (R) 1.00 X 0 0 0 SETH ENSOR TRUSTEE 1.00 X 0 0 0 RAYMOND STACK TRUSTEE 1.00 40.00 X 0 155497 57978 PAT BALDWIN TRUSTEE 1.00 X 0 0 0 CHARLES HANKO TRUSTEE 1.00 X 0 0 0 VICKI CHAVIS TRUSTEE 1.00 X 0 0 0 MARK BRANDT TRAINING COORDINATOR 40.00 X 0 140832 57077 0 534511 177290 0 0 1 0 0 EMPLOYER PAYMENTS 900099 1017084 1017084 TUITION 611600 69079 69079 TEXTBOOK SALES & EXAM 611600 21947 21947 1108110 60989 60989 OTHER INCOME 900099 9459 9459 9459 1178558 1108110 0 70448 484716 127689 357027 14094 12685 1409 62 62 10000 10000 1193 1193 36312 36312 31601 31601 220496 198447 22049 582 582 4750 4274 476 64619 58157 6462 9421 9421 DUES & SUBSCRIPTIONS 251495 251495 TEXTBOOK PURCHASES 49848 44862 4986 GRADUATION 29113 29113 MISC. EXPENSES 20583 20583 18262 18262 1247147 493489 753658 0 251710 56764 1207430 1376676 781 0 1846533 753258 1114749 1093275 11873 0 2586543 2526715 0 0 X 2586543 2526715 2586543 2526715 2586543 2526715 -68589 8360 401 0 X X 0 1 X 1 0 X 1306988 342601 964387 281482 168644 112838 258063 242013 16050 1093275 X 1186918 8360 8360 1178558 0 1178558 1247147 0 1247147 0 1247147 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE 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, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 DONALD P HAVARD CHAIRMAN 0 238182 0 0 0 0 0 41803 0 20432 0 300417 0 0 RAYMOND STACK TRUSTEE 0 155497 0 0 0 0 0 37546 0 20432 0 213475 0 0 MARK BRANDT TRAINING COORDINATOR 0 140832 0 0 0 0 0 36645 0 20432 0 197909 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS REVIEWED BY THE BUSINESS MANAGER AND ACCOUNTANT PRIOR TO BEING FILED ANNUALLY TO CONFIRM ITS ACCURACY. FORM 990, PART VI, SECTION C, LINE 19 THE UNION DOES NOT MAKE ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 1: THE ORGANIZATION'S FINANCIAL STATEMENTS ARE PREPARED USING THE MODIFIED CASH BASIS OF ACCOUNTING. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S GOVERNING BODY IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AS WELL AS FOR THE SELECTION OF THE INDEPENDENT ACCOUNTANT. IUOE LOCAL 99 99A 99C 99O 9315 LARGO DR WEST UPPER MARLBORO MD 20774 530088600 LOCAL UNION MD 501C (5) 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 99 99A 99C 99O K 216059 FMV INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 99 99A 99C 99O P 357027 FMV