2024-11-15T08:29:27-06:00 2023-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-01-01 133017119 TEAMSTERS LOCAL 237 TRAINING & EDUCATION FUND TEAM 2129242000 216 WEST 14TH ST NEW YORK NY 10011 GREGORY FLOYD TRUSTEE 2129242000 2024-11-15 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-11-15 2023 2024-10-15 13:58:12Z GREGORY FLOYD 216 WEST 14TH ST NEW YORK NY 10011 1747999 0 X N/A X 1979 NY TO PROVIDE TRAINING AND EDUCATIONAL BENEFITS TO PARTICIPANTS 5 0 25 0 0 0 0 0 710821 710091 4235 12552 142069 69275 857125 791918 0 0 0 0 750100 636287 0 0 0 221572 231324 971672 867611 -114547 -75693 742670 746888 1106022 1046094 -363352 -299206 TO PROVIDE TRAINING AND EDUCATIONAL BENEFITS TO PARTICIPANTS FOR THE PURPOSE OF INCREASING JOB EFFICENCY OF PARTICIPANTS FOR JOB ADVANCEMENT 0 0 317646 777111 TO PROVIDE TRAINING AND EDUCATIONAL BENEFITS TO PARTICIPANTS FOR THE PURPOSE OF INCREASING JOB EFFICENCY OF PARTICIPANTS FOR JOB ADVANCEMENT 317646 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 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 2 0 25 1 0 0 0 0 0 0 0 0 0 0 X 5 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 X GREGORY FLOYD TRUSTEE CHAIRMAN 2129242000 216 WEST 14TH ST NEW YORK NY 10011 GREGORY FLOYD TRUSTEE/CHAIRMAN 1.00 40.00 X 0 218135 18153 RUBEN TORRES TRUSTEE 1.00 40.00 X 0 178804 12335 JEANETTE I TAVERAS TRUSTEE 1.00 40.00 X 0 191510 37785 DONALD ARNOLD TRUSTEE 1.00 40.00 X 0 249126 17560 ROBERT KISSANE CONTROLLER 1.00 40.00 X 0 239915 18255 SHANELL GRAYSON DIRECTOR 40.00 1.00 X 188654 0 16350 188654 1077490 120438 1 0 1 0 0 LOCAL 237 CONTRIBUTION 900099 370876 370876 EMPLOYER CONTRIBUTION 900099 339215 339215 710091 2785 2785 965848 956081 9767 9767 9767 REIMBURSEMENT OF TRAIN 900099 67020 67020 PAYROLL TAX REFUND 900099 2255 2255 69275 791918 777111 0 14807 205004 81256 123748 290327 115075 175252 44094 16507 27587 58315 23871 34444 38547 15279 23268 13465 13465 21000 21000 964 964 5561 5561 65163 51194 13969 43375 5345 38030 4355 648 3707 61779 2179 59600 15662 731 14931 867611 317646 549965 0 13350 178859 0 240183 225617 530331 504080 21204 26251 302424 467658 14012 742670 746888 43236 36782 1062786 1009312 1106022 1046094 X 0 0 0 0 -363352 -299206 -363352 -299206 742670 746888 X -75693 14732 -1362 126469 X X 0 1 X 1 0 X 231436 223180 8256 106408 106410 -2 192487 174490 17997 26251 ACCUMULATED POSTRETIREMENT BENEFITS, PENSION 233486 ACCUMULATED POSTRETIREMENT BENEFITS OTHER THAN PENSION 654837 DUE TO AFFILIATES 49053 OPERATING LEASE LIABILITY 14795 CONTRIBUTIONS RECEIVED IN ADVANCE 57141 1009312 X 738666 14732 14732 723934 964 67020 67984 791918 799627 0 799627 964 67020 67984 867611 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN 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 PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN. PART XI, LINE 4B - OTHER ADJUSTMENTS: REIMBURSED EXPENSES 67,020. PART XII, LINE 2D - OTHER ADJUSTMENTS: REIMBURSED EXPENSES PART XII, LINE 4B - OTHER ADJUSTMENTS: REIMBURSED EXPENSES 67,020. 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION REGULARLY PROMOTES ATTENDANCE FOR ITS EDUCATIONAL PROGRAMS TO ALL UNION MEMBERS THROUGH THE UNION NEWSPAPER AND OTHER PUBLISHED FORMS OF COMMUNICATION. SCHEDULE E, PART I, LINE 4 N/A X 0 0 0 0 0 0 0 0 0 DONALD ARNOLD TRUSTEE 0 249126 0 0 0 0 0 17560 0 0 0 266686 0 0 ROBERT KISSANE CONTROLLER 0 239915 0 0 0 0 0 17559 0 696 0 258170 0 0 GREGORY FLOYD TRUSTEE/CHAIRMAN 0 218135 0 0 0 0 0 18153 0 0 0 236288 0 0 JEANETTE I TAVERAS TRUSTEE 0 191510 0 0 0 0 0 14696 0 23089 0 229295 0 0 SHANELL GRAYSON DIRECTOR 188654 0 0 0 0 0 4457 0 11893 0 205004 0 0 0 RUBEN TORRES TRUSTEE 0 178804 0 0 0 0 0 12335 0 0 0 191139 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE FUND HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FUND'S 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTANT AND IS SUBMITTED AND REVIEWED WITH THE CONTROLLER. THE CONTROLLER THEN REVIEWS IT WITH CHAIRPERSON OF THE BOARD OF TRUSTEES. A COPY OF THE 990 IS PROVIDED TO THE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST AND CAN BE EXAMINED AT THE FUND OFFICE. FORM 990, PART XI, LINE 9: POSTRETIREMENT BENEFIT ADJUSTMENTS 126,469. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. CITY EMPLOYEES UNION LOCAL 237 IBT 216 WEST 14TH STREET NEW YORK NY 10011 135616651 NY 501(C)(5) 0 TEAMSTERS LOCAL 237 WELFARE FUND 216 WEST 14TH STREET NEW YORK NY 10011 132575626 NY 501(C)(9) 0 TEAMSTERS LOCAL 237 RETIREES BENEFIT FUND 216 WEST 14TH STREET NEW YORK NY 10011 136701607 NY 501(C)(9) 0 TEAMSTERS LOCAL 237 ADDITIONAL SECURITY BENEFIT FUND 216 WEST 14TH STREET NEW YORK NY 10011 132867113 NY 401(A) 0 TEAMSTERS LOCAL 237 SUPPLEMENTAL FUND FOR HOUSING AUTHORITY EMPLOEE 216 WEST 14TH STREET NEW YORK NY 10011 NY 401(A) 0 LOCAL 237 TEAMSTERS TOWN OF ISLIP HEALTH AND WELFARE TRUST FUND 216 WEST 14TH STREET NEW YORK NY 10011 237353516 NY 501(C)(9) 0 LOCAL 237 TEAMSTERS TOWN OF BABYLON HEALTH AND WELFARE 216 WEST 14TH STREET NEW YORK NY 10011 237353525 NY 501(C)(9) 0 LOCAL 237 TEAMSTERS SUFFOLK REGIONAL OFFTRACK BETTING CORP H&W TRUST FUND 216 WEST 14TH STREET NEW YORK NY 10011 132900165 NY 501(C)(9) 0 LOCAL 237 TEAMSTERS BRENTWOOD SCHOOL DISTRICT H&W TRUST FUND 216 WEST 14TH STREET NEW YORK NY 10011 237378882 NY 501(C)(9) 0 LOCAL 237 TEAMSTERS NORTH BABYLON SCHOOL DISTRICT H&W TRUST FUND 216 WEST 14TH STREET NEW YORK NY 10011 NY 501(C)(9) 0 LOCAL 237 TEAMSTERS PLAINVIEW OLD BETHPAGE CTR SCHOOL DISTRICT TRUST 216 WEST 14TH STREET NEW YORK NY 10011 NY 501(C)(9) 0 TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 216 WEST 14TH STREET NEW YORK NY 10011 135616651 NY 401(A) 0 TEAMSTERS LOCAL 237 WELFARE FUND PENSION PLAN 216 WEST 14TH STREET NEW YORK NY 10011 132575626 NY 401(A) 0 TEAMSTERS LOCAL 237 ADMINISTRATIVE FUND 216 WEST 14TH STREET NEW YORK NY 10011 476794596 NY 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 TEAMSTER LOCAL 237 WELFARE FUND S 428017 ACCRUAL