2024-05-01T06:34:12-05:00 2023-12-31 823948764 BATES CPA PLLC 610 E ZACK ST STE 504 TAMPA FL 33602 990 2023-01-01 596365948 IRON WORKERS LU 397 APPRENTICESHIP TRUST FUND IRON 8136231515 PO BOX 18 MANGO FL 33550 KEVEN BARBER CO-CHAIRMAN 8136231515 2024-04-30 1 KEVEN BARBER 999009999 0 BRENNAN BATES CPA P01652164 8138030025 2024-04-30 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z KEVEN BARBER PO BOX 18 MANGO FL 33550 750992 0 X WWW.IWL397 X 1971 FL TO PROVIDE UP-TO-DATE TRAINING AND INSTRUCTION FOR APPRENTICES IN THE FIELD OF IRONWORKING. 5 5 8 0 0 0 714233 719505 0 0 82 21780 0 9707 714315 750992 0 0 0 0 401386 396201 0 0 0 349075 306792 750461 702993 -36146 47999 1993125 2024360 87269 70505 1905856 1953855 TO PREPARE APPRENTICES TO SUCCESSFULLY NAVIGATE A CAREER IN THE IRONWORKING FIELD AND TO INSTRUCT THEM IN ALL ASPECTS OF THE REQUIREMENTS TO EFFECTIVELY BECOME IRONWORKERS. 0 0 TRAINING APPRENTICES IN THE OCCUPATION OF IRONWORKING. 0 0 0 0 0 0 0 0 0 1 0 0 0 0 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 1 0 0 1 0 0 1 8 1 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X KEVEN BARBER 8136231515 PO BOX 18 MANGO FL 33550 TRAVIS PHELPS CHAIRMAN 2.00 X X 0 91354 54769 KEVEN BARBER CO-CHARIMAN 2.00 X X 0 108360 61597 PRESTON TAYLOR SECRETARY 2.00 X X 0 0 0 GREG GIANAKOS TRUSTEE 2.00 X 0 0 0 BUTCH KINNEY TRUSTEE 2.00 X 0 0 0 0 199714 116366 0 0 1 0 0 719505 719505 21780 21780 REFUNDS AND REIMBURSEM 900099 9707 9707 9707 750992 9707 0 21780 259255 67787 48871 20288 9600 11312 500 9536 7151 53454 4299 3923 14 70477 36951 17547 SCHOOL SUPPLIES & TEXTB 56032 APPRENTICE AWARDS 13949 SCHOOL EQUIPMENT AND TO 12047 702993 342580 223643 994222 1195800 121851 98456 5451 4330 1156585 656712 521440 499873 7581 2258 1993125 2024360 26577 15155 60692 55350 87269 70505 X 1905856 1953855 1905856 1953855 1993125 2024360 47999 0 X X 0 1 X 1 0 828306 368829 459477 200065 173023 27042 128214 114860 13354 499873 X 750992 0 750992 0 750992 702993 0 702993 0 702993 PART X, LINE 2: INCOME NOT DIRECTLY RELATED TO THE FUND'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, THE FUND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. ADDITIONALLY, THE FUND BELIEVES IT HAS CONDUCTED ITS OPERATIONS IN ACCORDANCE WITH, AND HAS PROPERLY MAINTAINED, ITS TAX-EXEMPT STATUS. TAX RETURNS FOR THE YEARS 2021 THROUGH 2023 ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. 0 0 0 KEVEN BARBER CO-CHARIMAN 0 108360 0 0 0 0 0 0 0 61597 0 169957 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED TO THE OFFICERS AT A BOARD MEETING PRIOR TO ITS FILING DATE. IF NO MEETING IS SCHEDULED, ALL OFFICERS ARE NOTIFIED THAT THE FORM IS AVAILABLE IN THE OFFICE. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES COMPLETE THE CHECKLIST FOR MONITORING YOUR CONFLICT OF INTEREST POLICY ANNUALLY. IN ADDITION ALL EMPLOYEES, OFFICERS AND TRUSTEES COMPLETE THE CONFLICT OF INTEREST CERTIFICATION AND DISCLOSURE FORM ANNUALLY AFTER RECEIPT AND REVIEW OF THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE TOP MANAGEMENT OFFICIALS ARE THE CHAIRMAN AND CO CHAIRMAN. BOTH OF THESE POSITIONS ARE UNPAID POSITIONS. ADDITIONALLY, THE SECRETARY AND TRUSTEES ARE UNPAID POSITIONS. IF AN OFFICER OR TRUSTEE RECEIVES PAY, THEY ARE NOT PAID FOR THEIR WORK AS OFFICERS OR TRUSTEES BUT ARE PAID FOR OTHER DUTIES PERFORMED FOR THE APPRENTICESHIP FUND. THEIR WAGES ARE DETERMINED USING THE INDUSTRIAL JOURNEYMAN SCALE OF THE LOCAL UNION AND THE FOREMAN WAGE SCALE. FORM 990, PART VI, SECTION C, LINE 19 A COPY OF THE GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION AT ALL TIMES IN THE OFFICE. PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE PROCESS FROM THE PRIOR YEAR. IRON WORKERS LOCAL UNION 397 PO BOX 18 MANGO FL 33550 590481747 UNION FL 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 IRON WORKERS LOCAL UNION 397 O 70477 SHARED SERVICE AGREEMENT