2025-11-12T08:23:48-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 461943170 STATIONARY ENGINEERS APPRENTICESHIP & TR C/O IUOE STAT 2027782629 1125 SEVENTEENTH STREET NW WASHINGTON DC 20036 CHRISTOPHER TREML EXECUTIVE DIRECTOR 2027782629 2025-11-12 1 0 JAMES KOKOLAS P01366708 2023319880 2025-11-11 2024 2025-03-06 01:10:19Z X X CHRISTOPHER TREML 1125 SEVENTEENTH STREET NW WASHINGTON DC 20036 249386 0 X N/A X 2013 TX THE TRAINING TRUST WAS ESTABLISHED TO PROVIDE APPRENTICESHIP AND JOURNYMAN TRAINING, TESTING, EDUCATION, JOB SKILL DEVELOPMENT AND ENHANCEMENT FOR THE STATIONARY ENGINEERS TRADES. X 10 10 1 0 0 0 0 0 320962 249386 0 0 0 0 320962 249386 0 0 0 0 111566 112889 0 0 0 111692 138206 223258 251095 97704 -1709 219049 0 16758 0 202291 0 THE TRAINING TRUST WAS ESTABLISHED TO PROVIDE APPRENTICESHIP AND JOURNYMAN TRAINING, TESTING, EDUCATION, JOB SKILL DEVELOPMENT AND ENHANCEMENT FOR THE STATIONARY ENGINEERS TRADES. 0 0 173366 249386 THE TRAINING TRUST WAS ESTABLISHED TO PROVIDE APPRENTICESHIP AND JOURNYMAN TRAINING, TESTING, EDUCATION, JOB SKILL DEVELOPMENT AND ENHANCEMENT FOR THE STATIONARY ENGINEERS TRADES. 173366 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 11 0 1 1 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X IUOE 2027782629 1125 SEVENTEENTH STREET NW WASHINGTON DC DC 20036 X ELVA CAMPBELL UNION TRUSTEE, CHAIRMAN 2.00 X 0 0 0 ALEX TETZLAFF UNION TRUSTEE, SECRETARY 2.00 X 0 0 0 HERSCHEL RIDDLE UNION TRUSTEE 2.00 X 0 0 0 TODD MONTIE UNION TRUSTEE 2.00 X 0 0 0 SHAWN PATTERSON EMPLOYER TRUSTEE, CO-CHAIR 2.00 X 0 0 0 KEVIN CLARK EMPLOYER TRUSTEE, CO-CHAIR 2.00 X 0 0 0 JOSEPH CARUANA EMPLOYER TRUSTEE 2.00 X 0 0 0 ROBERT CHAPMAN EMPLOYER TRUSTEE 2.00 X 0 0 0 TIMOTHY THOM EMPLOYER TRUSTEE 2.00 X 0 0 0 DAVE MADDEN EMPLOYER TRUSTEE 2.00 X 0 0 0 FREDERICK STOKES EMPLOYER TRUSTEE 2.00 X 0 0 0 ALBERT OVERBY ALTERNATE EMPLOYER TRUSTEE 2.00 X 0 0 0 GARY MESSEC DIRECTOR OF TRAINING 40.00 X 116731 0 6002 116731 0 6002 1 0 0 0 0 CONTRACTOR CONTRIBUTIO 611600 224386 224386 NTF FUNDING 611600 25000 25000 249386 249386 249386 0 0 92656 74125 18531 6002 4802 1200 5400 4320 1080 8831 7065 1766 6098 6098 1000 1000 101 101 27838 27838 27704 27704 6587 6587 CONSULTING AND ADMINIST 37936 37936 AUTO EXPENSES 18548 18548 TRAINING EQUIPMENT AND 8964 8964 PAYROLL PROCESSING 1870 1870 1560 1560 251095 173366 77729 0 108551 0 0 0 10281 0 0 0 0 0 3792 0 0 96425 0 0 0 0 0 0 219049 0 16820 -62 0 16758 0 X 202291 0 202291 0 219049 0 X -1709 -200582 X X 0 1 X 1 0 X 0 X 249386 0 249386 0 249386 251095 0 251095 0 251095 PART X, LINE 2: DURING 2024 THERE WERE NO UNRELATED BUSINESS ACTIVITIES; THUS, NO PROVISION HAS BEEN MADE FOR INCOME TAXES. AS OF DECEMBER 31, 2024, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITATIONS ARE FROM THE PERIOD ENDED DECEMBER 31, 2021 FORWARD (WITH LIMITED EXCEPTIONS). TAX PENALTIES AND INTEREST, IF ANY, WOULD BE RECORDED WHEN PAID AND WOULD BE CLASSIFIED AS TAX EXPENSE IN THE STATEMENT OF CHANGES IN NET ASSETS AVAILABLE FOR BENEFITS - ACCRUED BASIS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED ON ALL LITERATURE AND MATERIALS MADE PUBLIC BY THE SCHOOL. NET ASSETS OF TRUST 2024-12-31 200582 NET BOOK VALUE 521889259 IUOE NATIONAL TRAINING FUND 1125 SEVENTEENTH STREET NW WASHINGTON DC 20036 501(C)(3) 1 0 0 0 1 0 0 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: CHARLIE SINGLETARY, ELVA CAMPBELL, KEVIN CLARK, BJORN GUTTORMSON PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: THESE TRUSTEES BECAME TRUSTEES OF THE IUOE NATIONAL TRAINING FUND. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE TRUST'S GOVERNING BODY PRIOR TO FILLING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE TRUST'S POLICIES AND PROCEDURES ARE MONITORED AND REVIEWED ON AN ANNUAL BASIS AT TRUSTEE MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR OFFICERS AND EMPLOYEES IS NEGOTIATED IN THE COLLECTIVE BARGAINING AGREEMENT AND THE TRUST'S AGREEMENTS. ALL COMPENSATION IS APPROVED BY THE BOARD OF TRUSTEES AT THE TRUST'S BUSINESS OFFICE. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE FOR INSPECTION AT THE TRUST'S BUSINESS OFFICE. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS TO IUOE NATIONAL TRAINING FUND -200,582. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.