2025-05-05T13:06:34-05:00 2024-06-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-07-01 526776506 PAINTERS AND ALLIED TRADES LABOR- MANAGEMENT COOPERATION INITIATIVE PAIN 4105645900 7230 PARKWAY DRIVE HANOVER MD 21076 JAMES A WILLIAMS JR CO-CHAIRMAN 4105645900 2025-05-05 1 0 ANTHONY VOGT CPA P01385419 6106689400 2025-04-28 2023 2025-03-06 01:10:19Z JAMES A WILLIAMS JR 7230 PARKWAY DRIVE HANOVER MD 21076 15320674 0 X HTTPS://FINISHINGFIRSTLMCI.COM/ X 1996 MD THE ORGANIZATION WAS ESTABLISHED UNDER THE NATIONAL LABOR RELATIONS ACT, SEC. 302(C)(9) AND THE LABOR-MANAGEMENT COOPERATION ACT OF 1974 TO ADVANCE THE COLLECTIVELY-BARGAINED FINISHING INDUSTRIES THROUGH COMMUNICATION, TRUST, AND MUTUAL RESPECT BETWEEN THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES, AFL-CIO (IUPAT), THE FINISHING CONTRACTORS ASSOCIATION, AND THE SIGNATORY EMPLOYERS OF IUPAT. THE ORGANIZATION IS THE: (1) PRIMARY RESOURCE FOR THE LEADER EDUCATION, KNOWLEDGE EXCHANGE, AND NETWORKING THAT IMPROVES THE CAPABILITIES OF THE UNIONIZED FINISHING INDUSTRY'S WORKFORCE. (2) RECOGNIZED LEADER OF A LABOR-MANAGEMENT COOPERATIVE APPROACH TO ADVANCE THE COLLECTIVELY-BARGAINED FINISHING INDUSTRY; AND (3) DRIVING FORCE IN EXPANDING THE COOPERATIVE INITIATIVES TO ADDITIONAL FINISHING INDUSTRY ASSOCIATION AND UNION ENTITIES AT ALL LEVELS. 21 21 5 0 0 0 0 0 7816344 9522869 282820 429005 217081 478641 8316245 10430515 3813279 4097721 0 0 1310254 1350595 0 0 0 4134747 4358957 9258280 9807273 -942035 623242 16097462 17020234 1009493 1010864 15087969 16009370 X THE ORGANIZATION WAS ESTABLISHED UNDER THE NATIONAL LABOR RELATIONS ACT, SEC. 302(C)(9) AND THE LABOR-MANAGEMENT COOPERATION ACT OF 1974 TO ADVANCE THE COLLECTIVELY-BARGAINED FINISHING INDUSTRIES THROUGH COMMUNICATION, TRUST, AND MUTUAL RESPECT BETWEEN THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES, AFL-CIO (IUPAT), THE FINISHING CONTRACTORS ASSOCIATION, AND THE SIGNATORY EMPLOYERS OF IUPAT. THE ORGANIZATION IS THE: (1) PRIMARY RESOURCE FOR THE LEADER EDUCATION, KNOWLEDGE EXCHANGE, AND NETWORKING THAT IMPROVES THE CAPABILITIES OF THE UNIONIZED FINISHING INDUSTRY'S WORKFORCE. (2) RECOGNIZED LEADER OF A LABOR-MANAGEMENT COOPERATIVE APPROACH TO ADVANCE THE COLLECTIVELY-BARGAINED FINISHING INDUSTRY; AND (3) DRIVING FORCE IN EXPANDING THE COOPERATIVE INITIATIVES TO ADDITIONAL FINISHING INDUSTRY ASSOCIATION AND UNION ENTITIES AT ALL LEVELS. 0 0 INDUSTRY ADVOCACY - DEVELOPED AND LAUNCHED A COMPREHENSIVE MARKETING AND PROMOTION CAMPAIGN FOCUSED ON ENHANCING IUPAT SIGNATORY CONTRACTORS' MARKET SHARE. DEVELOPED AND DEPLOYED A MARKETING CAMPAIGN FOCUSED ON INCREASING THE NUMBER OF CONTRACTORS AND CRAFTWORKERS TAKING PART IN INDUSTRY CERTIFICATIONS AND CONTRACTOR QUALITY MANAGEMENT PROGRAMS DESIGNED TO INCREASE CONTRACTORS COMPETITIVENESS. DEVELOPED AN ONLINE PLATFORM TO DISTRIBUTE NEWLY CREATED BROCHURES AND OTHER MARKETING COLLATERAL. HELD INDUSTRY WORKGROUPS FOCUSED ON TARGETED INDUSTRY ISSUES AND PROBLEM SOLVING, IDENTIFIED BY A COLLABORATIVE EFFORT BETWEEN LABOR AND MANAGEMENT. EDUCATION AND TRAINING - SUPPORTED INDUSTRY ADVANCEMENT PROGRAMS THROUGHOUT NORTH AMERICA AIMED AT INCREASING CONTRACTOR PROFITABILITY AND MARKETSHARE AND CONTRIBUTING TO POSITIVE AND PROGRESSIVE LABOR MANAGEMENT RELATIONSHIPS. AWARDED GRANTS FOCUSED ON INCREASING CONTRACTOR BIDDING AND PERFORMANCE CAPACITY. RESOURCES - REVIEWED COLLECTIVE BARGAINING AGREEMENT GUIDES, AND PROVIDED MUTUAL GAINS BARGAINING SEMINARS AND GUIDES AIMED AT PREPARING FOR AND CONDUCTING NEGOTIATIONS IN A MORE COOPERATIVE AND COLLABORATIVE MANNER. PROVIDED ONLINE RESOURCES FOR RESEARCHING BID OPPORTUNITIES FOR CONTRACTORS. PROVIDED MARKETING AND PROGRAM TOOL KITS FOCUSED ON ASSISTING CONTRACTORS IN OBTAINING NEW WORK IN NEW AND EXISTING MARKETS INCLUDING DEMOUNTABLE PARTITIONS, AND INDUSTRIAL COATINGS WORK, AS WELL AS RECRUITMENT, MENTORING, SUBSTANCE ABUSE DISORDER AND DEATH BY SUICIDE PREVENTION PROGRAMS. CREATED SEVERAL NEW PROGRAMS THAT AFFECT LABOR AND MANAGEMENT INCLUDING RECRUITING AND RETAINING A MORE DIVERSE WORKFORCE, REDUCING THE RATE OF SUICIDE AND SUBSTANCE ABUSE BY MEMBERS WORKING FOR SIGNATORY CONTRACTORS, PROMOTING INDUSTRY CERTIFICATIONS IN CORROSION PREVENTION AND INSPECTION, INDUSTRIAL COATINGS, AND GLAZING. CREATED AND MAINTAINED RELATIONSHIPS WITH OTHER 3RD PARTY ORGANIZATIONS AND PARTICIPATED IN INDUSTRY TRADE-SHOWS AND STANDARDS WRITING WORKSHOPS AND COMMITTEES. 0 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 14 0 5 1 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X RON KNIESS 4105645900 7234 PARKWAY DRIVE HANOVER MD 21076 JAMES A WILLIAMS JR CO-CHAIRMAN 2.00 X 0 0 0 ASPOSTOLOS TSOUROUS CO-CHAIRMAN 2.00 X 0 0 0 GREGG SMITH LABOR TRUSTEE 2.00 X 0 0 0 PAUL CANNING LABOR TRUSTEE 2.00 X 0 0 0 CHARLIE MEADOWS LABOR TRUSTEE 2.00 X 0 0 0 MIKE GUTIERREZ LABOR TRUSTEE 2.00 X 0 0 0 MARK KOMAROMI LABOR TRUSTEE 2.00 X 0 0 0 SHANE SMITH LABOR TRUSTEE 2.00 X 0 0 0 TODD SPRINGER LABOR TRUSTEE 2.00 X 0 0 0 ROBERT KUCHERAN LABOR TRUSTEE (P) 2.00 X 0 0 0 PENNY MCDONALD MANAGEMENT TRUSTEE 2.00 X 0 0 0 CHRIS BAGATELOS MANAGEMENT TRUSTEE 2.00 X 0 0 0 DANIEL JOSEPH DALY MANAGEMENT TRUSTEE 2.00 X 0 0 0 FRED EPSICOPO MANAGEMENT TRUSTEE 2.00 X 0 0 0 DAVE JOHNSON MANAGEMENT TRUSTEE 2.00 X 0 0 0 LOUIS LYRAS MANAGEMENT TRUSTEE (P) 2.00 X 0 0 0 KURK ROGERS MANAGEMENT TRUSTEE (P) 2.00 X 0 0 0 MARK SWITZER MANAGEMENT TRUSTEE 2.00 X 0 0 0 TERRY WEBB MANAGEMENT TRUSTEE 2.00 X 0 0 0 THOMAS STEEVES MANAGEMENT TRUSTEE 2.00 X 0 0 0 JORDAN POOLE MANAGEMENT TRUSTEE 2.00 X 0 0 0 SIMON HAZELWOOD LABOR TRUSTEE 2.00 X 0 0 0 ALEX EVANS MANAGEMENT TRUSTEE 2.00 X 0 0 0 JIM LONGLEY MANAGEMENT TRUSTEE 2.00 X 0 0 0 ANTON RUESING EXECUTIVE DIRECTOR 20.00 20.00 X 242834 0 43363 TIMOTHY STRICKER DIRECTOR 40.00 X 264768 0 43476 CHRISTOPHER SCHEILBLEIN HELPING HAND DIRECTOR 40.00 X 177694 0 37291 GAVIN MCDONALD MARKETING AND COMMUNICATIO 40.00 X 165411 0 36826 850707 0 160956 4 0 1 0 IUPAT 7234 PARKWAY DRIVE HANOVER MD 21076 ADMINISTRATIVE 508490 CONVENTION SERVICES LIMTED 1701 CABIN BRANCH DRIVE CHEVERLY MD 20785 CONVENTION SERVICES 321724 IMAGE POINT PO BOX 657 WATERLOO IA 50704 UNION APPAREL SUPPLIER 318903 RCS COMMERCIAL CONSULTANTS LLC 4107 W FAIR OAKS AVE TAMPA FL 33611 CONSULTING 211323 KELLY PRESS 1701 CABIN BRANCH DRIVE CHEVERLY MD 20785 MARKETING, PRINTING & MEDIA PRODUCTIONS 136041 7 EMPLOYER CONTRIB. 900099 9522869 9522869 9522869 424424 424424 4894740 4884995 5164 9745 -5164 4581 4581 ADMINISTRATIVE REIMBURSEMENT 900099 333057 333057 MISCELLANEOUS INCOME 900099 145584 145584 478641 10430515 9855926 0 574589 4097721 339050 651259 168245 115270 76771 38898 136533 35120 552628 191148 76602 88520 726209 796448 22177 1964 50812 TRADE SHOWS 682228 MARKET RECOVERY 307457 TRAINING SUPPLIES 186113 SHARED PERSONNEL COSTS 130651 335449 9807273 250000 250000 2846676 3202658 2599882 2567539 112787 93541 59460 65233 63390 63390 7127 0 7173578 7540871 2659710 2835870 286521 166820 101721 297702 16097462 17020234 319170 416062 690323 594802 1009493 1010864 X 15087969 16009370 0 0 0 0 15087969 16009370 16097462 17020234 X 623242 364041 -65882 X X 0 1 X 1 0 1 0 0 63390 63390 0 0 POOLED SEPARATE ACCOUNT 2835870 F 2835870 DUE TO FCA 3450 DUE TO IUPAT INDUSTRY PENSION FUND 21570 DUE TO IUPAT 300004 DUE TO IUPAT BUILDING CORP 7728 DUE TO IUPAT FTI 90101 OPERATING LEASE OBLIGATION 171949 594802 X 10763552 364041 364041 10399511 36168 -5164 31004 10430515 9842151 71046 71046 9771105 36168 36168 9807273 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE LMCI AND RECOGNIZE A TAX LIABILITY IF THE LMCI 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 LMCI 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 LMCI. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSET -5,164. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON FOREIGN CURRENCY TRANSLATION 65,882. LOSS ON DISPOSAL OF FIXED ASSET 5,164. 0 NORTH AMERICA 0 0 PROGRAM SERVICE ACTIVITIES, GRANTS TO RECIPIENTS LOCATED IN THE REGION THE ORGANIZATION RECEIVED $837,868 (U.S. DOLLARS) IN EMPLOYER CONTRIBUTION 0 0 0 0 0 0 0 0 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES PLURAL COMPONENT EQUIPMENT AND FORKLIFT 59424 CHECK 0 CASH NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES ESTABLISH APPRENTICESHIP PROGRAM 82849 CHECK 0 CASH NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES WALLCOVERING TRAINING 11360 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES INDUSTRIAL EQUIPMENT 24751 0 NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES TRAINING PROGRAM 82442 0 5 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION MONITORS ALL ACTIVITIES WITH CANADIAN AFFILIATES IN ITS BOOKS AND RECORDS WHICH ARE RECONCILED MONTHLY. 1 NATIONAL STEEL PAINTING CONTRACTORS ASSOCIATION 2400 MORRIS AVE STE 209 UNION NJ 07083 810802600 501(C)(6) 400000 0 NEW ASSOCIATION FINISHING TRADES INSTITUTE NORTHWEST 6770 E MARGINAL WAY S STE321 SEATTLE WA 98108 916065393 501(C)(3) 118600 0 NEW FACILITY IN SALT LAKE CITY & ORANIZING/TRAINING NATIONAL ARCHITECTURAL GLASS AND METAL ASSOCIATION 2400 MORRIS AVE UNION NJ 07083 851504846 501(C)(6) 280000 0 NATIONAL ASSOCIATION NEED INDUSTRY STUDY ARCHITECTURAL GLASS AND METAL CERTIFICATION COUNCIL 205 W MAIN ST SACKETS HARBOR NY 13685 825208942 501(C)(3) 824381 0 2021 AGMCC MARKING GRANT, TEST RIG FABRICATION AND OPERATIONAL SUPPORT, 2022 AGMCC MARKING GRANT IUPAT DISTRICT COUNCIL 77 LABOR MANAGEMENT FUND 5403 DIVIDEND DR DECATUR GA 30035 823434807 501(C)(5) 385392 0 NEW TRAINING FACILITY & FSN LEAD REPRESENTATIVE FINISHING TRADES INSTITUTE OF WEST VIRGINIA 1591 WASHINGTON ST EAST CHARLESTON WV 25311 300079868 501(C)(3) 167500 0 TRAINING FACILITY UPGRADES FINISHING TRADES INSTIUTE OF SOUTHERN NEW ENGLAND 79 BRADLEY ST MIDDLETOWN CT 06457 061530354 501(C)(3) 79178 0 GLAZING RECRUITMENT AND TRAINING FINISHING TRADES INSTITUTE OF DC 36 7020 E SLAUSON AVE COMMERCE CA 90040 953670524 501(C)(5) 22268 0 NEW TRAINING FACILITY IUPAT DISTRICT COUNCIL 3 TRAINING FUND PO BOX 909500 KANSAS CITY MO 64190 431664439 501(C)(3) 70021 0 INDUSTRIAL COATINGS EQUIPMENT IUPAT DISTRICT COUNCIL 4 585 AERO DRIVE CHEEKTOWAGA NY 14225 160362470 501(C)(5) 77369 0 GLAZING EQUIPMENT AND WASTEWATER INITIATIVE LABOR MANAGEMENT COOPERATION TR OF PAINTERS DC NO 7 PO BOX 189 BIG BEND WI 53103 476723874 501(C)(6) 258623 0 FSN REPRESENTATIVE FINISHING TRADES INSTITUTE OF THE MIDWEST 18036 EADS AVENUE CHESTERFIELD MO 63005 431091000 501(C)(3) 79600 0 CONFINED SPACE EQUIPMENT FINISHING TRADES INSTITUTE OF THE GREAT LAKES 26877 NORTHWESTERN HWY STE 100 SOUTHFIELD MI 48033 386353353 501(C)(3) 150000 0 NEW BUILDING PURCHASE FINISHING TRADES INSTITUTE OF THE OHIO REGION 8257 DOW CIRCLE STONGSVILLE OH 44136 341886672 501(C)(3) 63427 0 TRAINING CENTER EQUIPMENT FINISHING TRADES INSTITUTE OF THE MID-ATLANTIC REGION 2980 SOUTHAMPTON RD PHILADELPHIA PA 19154 236416214 501(C)(3) 93600 0 ATLANTIC CITY BUILDING FTI OF NEW ENGLAND 25 COLGATE RD ROSLINDALE MA 02131 046192794 501(C)(3) 43686 0 ABRASIVE BLASTING DEMONSTRATION TRAILER GLAZIERS & GLASSWORKS LU 513 JATF 5916 WILSON AVE ST LOUIS MO 63110 431190074 501(C)(5) 13000 0 LIFTS TRAINING EQUIPMENT IUPAT DISTRICT COUNCIL 50 JATF 2240 YOUNG STREET HONOLULU HI 96826 990342356 501(C)(5) 300000 0 GRANT FOR TRAINING PROGRAM IUPAT DISTRICT COUNCIL 9 45 WEST 14TH ST NEW YORK NY 10011 135567964 501(C)(5) 112000 0 GLASS MANIPULATOR FTI OF NY 45 WEST 14TH STREET NEW YORK NY 10011 133724146 501(C)(3) 48184 0 GLASS MANIPULATOR FTI OF WESTERN AND CENTRAL NEW YORK 585 AERO DRIVE CHEEKTOWAGA NY 14225 166070540 501(C)(3) 28000 0 EQUIPMENT FLORIDA FTI 2161 WEST OAKRIDGE ROAD ORLANDO FL 32809 593420710 501(C)(3) 58400 0 FFTI EQUIPMENT/TRAINING FTI OF MARYLAND VIRGINIA 4700 BOSTON WAY LANHAM MD 20706 522119765 501(C)(3) 119767 0 YOUTH APPRENTICESHIP INTERNATIONAL PAINTERS APPRECIATION DAY ORGANIZATION 8257 DOW CIRCLE W STRONGSVILLE OH 44136 990553587 501(C)(3) 15000 0 NEW NON-PROFIT PAINTERS DISTRICT COUNCIL 30 LMIDF 1905 SEQUOIA DR STE 101 AURORA IL 60506 320233172 501(C)(5) 28900 0 EVOLUTION EXPANSION GRANT 15 10 X 0 0 0 ANTON RUESING EXECUTIVE DIRECTOR 242834 0 0 0 0 0 17925 0 25438 0 286197 0 0 0 TIMOTHY STRICKER DIRECTOR 264768 0 0 0 0 0 17925 0 25551 0 308244 0 0 0 CHRISTOPHER SCHEILBLEIN HELPING HAND DIRECTOR 177694 0 0 0 0 0 11853 0 25438 0 214985 0 0 0 GAVIN MCDONALD MARKETING AND COMMUNICATIO 165411 0 0 0 0 0 11388 0 25438 0 202237 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B PAINTERS AND ALLIED TRADES LABOR-MANAGEMENT COOPERATION INITIATIVE'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT WHO THEN PROVIDES A COPY OF THE RETURN TO THE GOVERNING BODY BEFORE SIGNATURE AND FILING. FORM 990, PART VI, SECTION C, LINE 19 PAINTERS AND ALLIED TRADES LABOR-MANAGEMENT COOPERATION INITIATIVE'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF CONTRIBUTIONS FROM LMP LOSS ON FOREIGN CURRENCY TRANSLATION -65,882. FORM 990, PART XII, LINE 2C PAINTERS AND ALLIED TRADES LABOR-MANAGEMENT COOPERATION INITIATIVE'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT. FORM 990, PART VI, LINE 15A, 15B THE CO-CHAIRS OF PAINTERS AND ALLIED TRADES LABOR-MANAGEMENT COOPERATION INITIATIVE (LMCI) ANNUALLY REVIEW AND DETERMINE THE SALARY OF LMCI'S ADMINISTRATOR. LABOR MANAGEMENT COOPERATION INITIATIVE 401K PLAN 7234 PARKWAY DRIVE HANOVER MD 21076 526776506 PENSION FUND MD 401(A)/501(A) 0 IUPAT - FINISHING TRADES INSTITUTE 7230 PARKWAY DRIVE HANOVER MD 21076 521923143 TRAINING FUND MD 501(C)(3) 509(A)(2) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 IUPAT - FINISHING TRADES INSTITUTE P 151047 FMV IUPAT - FINISHING TRADES INSTITUTE Q 142100 FMV