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 521923143 IUPAT - FINISHING TRADES INSTITUTE IUPA 4105645850 7230 PARKWAY DRIVE HANOVER MD 21076 JAMES A WILLIAMS JR TRUSTEE/CO-CHAIRMAN 4105645850 2025-05-05 1 0 ANTHONY VOGT CPA P01385419 6106689400 2025-04-30 2023 2025-03-06 01:10:19Z JAMES A WILLIAMS JR 7234 PARKWAY DRIVE HANOVER MD 21076 22941690 0 X HTTPS://WWW.IFTI.EDU/ X 1995 MD THE PURPOSE OF THE FTI IS TO ESTABLISH AND MAINTAIN JOINT APPRENTICESHIP AND VOCATIONAL TRAINING, EDUCATION AND RETRAINING PROGRAMS AND TO ENSURE THAT ALL TRAINING AND APPRENTICESHIP PROGRAMS THROUGHOUT THE UNITED STATES AND CANADA ARE MAINTAINED AT THE HIGHEST LEVEL OF QUALITY. 14 14 21 0 0 0 271565 8489295 8383678 10242592 216605 351284 252955 301896 9124803 19385067 0 0 0 0 2544140 8037455 0 0 0 7309830 10175386 9853970 18212841 -729167 1172226 18442178 19323512 4237287 3717523 14204891 15605989 X THE PURPOSE OF THE FTI IS TO ESTABLISH AND MAINTAIN JOINT APPRENTICESHIP AND VOCATIONAL TRAINING, EDUCATION AND RETRAINING PROGRAMS AND TO ENSURE THAT ALL TRAINING AND APPRENTICESHIP PROGRAMS THROUGHOUT THE UNITED STATES AND CANADA ARE MAINTAINED AT THE HIGHEST LEVEL OF QUALITY. 0 0 14906673 10358018 DEVELOPED, PROMOTED AND CONDUCTED TRAINING AND EDUCATION COURSES, CONFERENCES, SEMINARS, CONTESTS AND AWARDS FOR WORKERS TO LEARN THE TRADES REPRESENTED BY THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES, AFL-CIO AND TO ENHANCE THE JOB SKILLS OF EXPERIENCED UNION MEMBERS. 14906673 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 1 1 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 23 0 21 1 0 1 CA 0 0 0 0 0 0 0 0 X 14 14 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 WILLIAMS JR CO-CHAIRMAN 1.00 X 0 0 0 PETER CAFIERO CO-CHAIRMAN 1.00 X 0 0 0 GREGG SMITH TRUSTEE 1.00 X 0 0 0 THOMAS CORBETT TRUSTEE 1.00 X 0 0 0 PAUL CANNING TRUSTEE 1.00 X 0 0 0 JEFFERY DREISWERD TRUSTEE 1.00 X 0 0 0 CHARLIE MEADOWS TRUSTEE 1.00 X 0 0 0 LEONIDAS FOTAKOS TRUSTEE 1.00 X 0 0 0 MIKE GUTIERREZ TRUSTEE 1.00 X 0 0 0 DAVID W JOHNSON TRUSTEE 1.00 X 0 0 0 JAMES BRINGLE TRUSTEE (P) 1.00 X 0 0 0 ROBERT KUCHERAN TRUSTEE (P) 1.00 X 0 0 0 LEE SULLIVAN TRUSTEE 1.00 X 0 0 0 BRIAN COURTIEN TRUSTEE 1.00 X 0 0 0 SIMON HAZELWOOD TRUSTEE 1.00 X 0 0 0 ERIK TICKLER TRUSTEE 1.00 X 0 0 0 ANTON RUESING DIRECTOR 20.00 20.00 X 0 242834 43363 THOMAS PFUNDSTEIN DIRECTOR OF CURRICULUM & I 40.00 X 170392 0 40331 BERNARD MIZULA APPRENTICE & TRAINING REP 40.00 X 164553 0 37873 ANTIONETTE GREEN APPRENTICE & TRAINING REP 40.00 X 149866 0 38153 MATTHEW FOX APPRENTICE & TRAINING REP 40.00 X 139277 0 37966 KENNETH SEAL SPECIALIST INTERNATIONAL 40.00 X 138502 0 38135 762590 242834 235821 7 0 1 0 IUPAT BUILDING CORP 7234 PARKWAY DR HANOVER MD 21076 RENTAL SERVICES 1752649 AGMCC 205 WEST MAIN ST SACKETS HARBOR NY 13685 CONTINUING EDUCATION SERVICES 742572 IUPAT GENERAL FUND 7234 PARKWAY DR HANOVER MD 21076 ADMINISTRATIVE SERVICES 602575 AMPP 5 PARK TEN PLACE HOUSTON TX 77084 CONTINUING EDUCATION SERVICES 540036 THE K-LEARNING GROUP 1701 CABIN BRANCH DRIVE CHEVERLY MD 20785 CONTINUING EDUCATION SERVICES 501080 10 8489295 8489295 EMPLOYER CONTRIBUTIONS 900099 10228951 10228951 EXPENSE REIMBURSEMENTS 900099 13641 13641 10242592 341520 341520 53070 0 53070 53070 53070 3566387 3556623 9764 9764 9764 MISCELLANEOUS INCOME 900099 133400 133400 ADMIN REIMBURSEMENT 900099 115426 115426 248826 19385067 10358018 0 537754 4733945 3980518 753427 1504703 1286295 218408 1407311 1190027 217284 391496 330368 61128 41665 41665 357999 87694 270305 29793 29793 1876 1876 2353 2353 202927 127288 75639 159860 159860 1212260 450011 762249 760437 581482 178955 12741 12741 35126 35126 112664 112664 CONTINUING EDUCATION 4472519 4472519 JOB CORPS PROGRAM AND A 2047210 2047210 SHARED PERSONNEL SERVIC 357039 23982 333057 LOCAL UNION AND DISTRIC 144920 144920 223997 184359 39638 18212841 14906673 3306168 0 1506251 1790511 2820829 3164614 82529 2910657 2873474 17856 18756 132836 141582 1385898 1266882 154143 119016 5319633 5613798 1983550 2114925 3325302 2331406 188592 1155430 18442178 19323512 471230 760596 3766057 2956927 4237287 3717523 X 14204891 15605989 14204891 15605989 18442178 19323512 X 1172226 270751 -41879 X X 0 1 X 1 0 X 412231 376252 211325 271565 8489295 9760668 9271550 7268871 7684950 8378530 10228951 42832852 9683781 7645123 7896275 8650095 18718246 52593520 0 0 0 52593520 187448 133068 107791 251315 341520 1021142 187448 133068 107791 251315 341520 1021142 133845 42888 171199 215788 262467 826187 10005074 7821079 8175265 9117198 19322233 54440849 0.96610 0.96190 0.01880 0.01990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 254315 254315 0 769738 650738 119000 361845 361829 16 119016 POOLED SEPARATE ACCOUNT 2114925 F 2114925 DUE FROM IUPAT LMCI 90101 DUE FROM OTHERS 848 DUE FROM BROKER 963 DUE FROM IUPAT 18968 OTHER RECEIVABLES 21 DUE FROM DOL 1044529 1155430 DUE TO INT'L PAINTERS AND ALLIED TRADES INDUSTRY PENSION PLAN 4898 DUE TO IUPAT LMCI 227864 DUE TO OTHERS 1065 DUE TO IUPAT 95988 DUE TO IUPAT BUILDING CORP 231958 OPERATING LEASE OBLIGATION 2395154 2956927 X 19626025 270751 270751 19355274 29793 29793 19385067 18224927 41879 41879 18183048 29793 29793 18212841 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FTI AND RECOGNIZE A TAX LIABILITY IF THE FTI 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 FTI 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 FTI. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON FOREIGN CURRENCY TRANSLATION 41,879. NORTH AMERICA PROGRAM SERVICE ACTIVITIES, GRANTS TO RECIPIENTS LOCATED IN THE REGION TRAVEL AND ADMINISTRATIVE EXPENSES FOR CANADIAN EMPLOYEE. THE ORGANIZATION RECEIVED $898,104 (U.S. DOLLARS) IN EMPLOYER CONTRIBUTION REVENUE FROM 6 CANADIAN AFFILIATES. 18631 0 0 0 0 0 0 18631 0 18631 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. PART I, LINE 3: ACCRUAL BASIS OF ACCOUNTING. X 0 0 0 0 0 0 0 0 0 ANTON RUESING DIRECTOR 0 242834 0 0 0 0 0 17925 0 25438 0 286197 0 0 THOMAS PFUNDSTEIN DIRECTOR OF CURRICULUM & I 170392 0 0 0 0 0 12837 0 27494 0 210723 0 0 0 BERNARD MIZULA APPRENTICE & TRAINING REP 164553 0 0 0 0 0 10419 0 27454 0 202426 0 0 0 ANTIONETTE GREEN APPRENTICE & TRAINING REP 149866 0 0 0 0 0 10717 0 27436 0 188019 0 0 0 MATTHEW FOX APPRENTICE & TRAINING REP 139277 0 0 0 0 0 10535 0 27431 0 177243 0 0 0 KENNETH SEAL SPECIALIST INTERNATIONAL 138502 0 0 0 0 0 10699 0 27436 0 176637 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B IUPAT - FINISHING TRADES INSTITUTE'S (FTI) FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT WHO THEN FORWARDS THE RETURN TO FTI'S ADMINISTRATOR, WHO REVIEWS AND AUTHORIZES FOR FILING. THE GOVERNING BODY IS PROVIDED AN ELECTRONIC COPY OF FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 IUPAT - FINISHING TRADES INSTITUTE MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: LOSS ON FOREIGN CURRENCY TRANSLATION -41,879. FORM 990, PART XII, LINE 2C IUPAT - FINISHING TRADES INSTITUTE'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 BOARD CO-CHAIRS REVIEW THE SALARIES FOR THE ADMINISTRATOR AND OTHER EXECUTIVE STAFF AND THEN MAKE A RECOMMENDATION TO THE FULL BOARD FOR APPROVAL. THE PAINTERS AND ALLIED TRADES LMCI 7230 PARKWAY DRIVE HANOVER MD 21076 526776506 LABOR UNION - MANAGEMENT COOPERATIVE MD 501(C)(5) 0 FINISHING TRADES INSTITUTE 401(K) 7234 PARKWAY DRIVE HANOVER MD 21076 521923143 QUALIFIED RETIREMENT 401(K) PLAN MD 401(A)/501(A) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 THE PAINTERS AND ALLIED TRADES LMCI P 142100 FMV THE PAINTERS AND ALLIED TRADES LMCI Q 151047 FMV