2024-08-15T06:01:09-05:00 2023-12-31 205367494 ALAN ROSS & COMPANY PC 10 HEARTHSTONE COURT SUITE 100 READING PA 19606 990 2023-01-01 236583895 JOINT APPRENTICE TRAINING COMMITTEE LOCAL 23 - ASBESTOS WORKERS JOIN 7179300922 8926 JONESTOWN ROAD GRANTVILLE PA 170288654 RONNIE BEVERLEY BUSINESS MANAGER 7179300922 2024-08-06 1 1 ALAN D ROSS CPA P00072435 6107799555 2023 2024-08-08 14:25:15Z RONNIE BEVERLEY 8926 JONESTOWN ROAD GRANTVILLE PA 170288654 471165 0 X WWW.INSULATORSLOCAL23.COM X 1971 PA THE EXCLUSIVE PURPOSE - CONDUCTING A PLAN FOR THE TRAINING OF APPRENTICES TO BECOME JOURNEYMAN. 6 0 11 0 0 0 33423 101214 315674 328744 -1434 -1132 70 0 347733 428826 0 0 0 0 251705 268469 0 0 0 202000 202158 453705 470627 -105972 -41801 354966 334927 0 0 354966 334927 THE TRUST SHALL EXIST FOR THE EXCLUSIVE PURPOSE OF CONDUCTING A PLAN FOR THE TRAINING OF APPRENTICES TO BECOME JOURNEYMAN. 0 0 470627 THE EXCLUSIVE PURPOSE OF THE TRUST IS TO CONDUCT A PLAN FOR THE TRAINING OF APPRENTICES TO BECOME JOURNEYMAN. 470627 0 0 0 1 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 11 1 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X JOHN FRITZ DIRECTOR 7179300922 8926 JONESTOWN ROAD GRANTVILLE PA 170288654 CLIFF ZWIERCAN EMPLOYER TRUSTEE 10.00 X 0 0 0 ZACHARY LYDON EMPLOYER TRUSTEE 10.00 X 0 0 0 WILLIAM MCGEE UNION TRUSTEE 10.00 40.00 X 0 167491 129404 RON BEVERLEY UNION TRUSTEE 10.00 40.00 X 0 112984 87266 MARK GIMBEL UNION TRUSTEE 10.00 X 310 1188 1096 DAVID CUTRIGHT EMPLOYER TRUSTEE 10.00 X 0 0 0 310 281663 217766 1 0 1 0 0 9250 91964 101214 EMPLOYER CONTRIBUTIONS 900099 328744 328744 328744 5768 5768 35439 42339 -6900 -6900 -6900 428826 328744 0 -1132 204671 29099 22321 12378 5200 270 549 855 1220 74268 9858 28145 18672 6860 SCHOOL SUPPLIES 23887 MAINTENANCE 9762 SECRETARIAL FEES 9565 ACCREDITATION FEES 7056 5991 470627 54735 50459 5 5 235569 123344 119316 112225 180910 172238 354966 334927 0 0 X 0 0 0 0 354966 334927 354966 334927 354966 334927 -41801 21762 0 X 0 1 X 0 0 1 1 0 120339 23912 96427 87230 77099 10131 28000 22333 5667 112225 X 450588 21762 21762 428826 0 428826 470627 0 470627 0 470627 PART X, LINE 2: THE TRUST ESTABLISHED TO HOLD THE COMMITTEE'S ASSETS QUALIFIES AS TAX EXEMPT PURSUANT TO SECTION 501(C)5 OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE COMMITTEE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE COMMITTEE AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE COMMITTEE ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE COMMITTEE, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE COMMITTEE IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE COMMITTEE ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO DECEMBER 31, 2021. 0 0 0 WILLIAM MCGEE UNION TRUSTEE 0 167491 0 0 0 0 0 92135 0 37269 0 296895 0 0 RON BEVERLEY UNION TRUSTEE 0 112984 0 0 0 0 0 62143 0 25123 0 200250 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN ACCOUNTANT. THE COMPLETED FORM 990 WAS PRESENTED TO THE BOARD OF TRUSTEES FOR SIGNATURE. THE BOARD OF TRUSTEES REVIEWED BY THE FORM 990 BEFORE SIGNING. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE LOCAL UNION OFFICE INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS 9602 M L KING HR HWY LANHAM MD 20706 250330105 REPRESENTS MEMBERS WORKING IN THE ASBESTOS INDUSTRY MD 501(C)(5) 0 INTERNATIONAL ASSOCIATION OF HEAT AND FROST LOCAL UNION # 23 3263 SCHOOL HOUSE RD MIDDLETOWN PA 17057 231582722 REPRESENTS MEMBERS WORKING IN THE ASBESTOS INDUSTRY IN THE LOCAL AREA PA 501(C)(5) 0 INSULATORS LOCAL UNION NO 23 ANNUITY FUND PO BOX 6480 HARRISBURG PA 17112 231586636 TO PROVIDE COLLECTIVELY BARGAINED ANNUITY BENEFITS PA 401(A) 0 INSULATORS LOCAL UNION NO 23 HEALTH & WELFARE FUND PO BOX 6480 HARRISBURG PA 17112 237366317 TO PROVIDE COLLECTIVELY BARGAINED HEALTH & WELFARE BENEFITS PA 501(C)(9) 0 INSULATORS LOCAL UNION NO 23 PENSION FUND PO BOX 6480 HARRISBURG PA 17112 231990729 TO PROVIDE COLLECTIVELY BARGAINED PENSION BENEFITS PA 401(A) 0 NATIONAL ASBESTOS WORKERS SUPPLEMENTAL PENSION PLAN 7130 COLUMBIA GATEWAY DR STE A COLUMBIA MD 21046 520014815 TO PROVIDE COLLECTIVELY BARGAINED PENSION BENEFITS MD 401(A) 0 ADVANCED SPECIALTY CONTRACTORS PO BOX 1268 LANCASTER PA 17608 233085675 CONTRIBUTING EMPLOYER PA 0 ALLIANCE MECHANICAL INSULATION 4918 BEECH COURT SCHNECKSVILLE PA 18078 452026869 CONTRIBUTING EMPLOYER PA 0 Z TECH INSULATION INC 215 CORPORATE DR READING PA 19605 562662147 CONTRIBUTING EMPLOYER PA 0 APEX INSULATION INC PO BOX 189 NORTHAMPTON PA 18067 232923992 CONTRIBUTING EMPLOYER PA 0 K GULLER LLC 652 GERMANTOWN PIKE LAFAYETTE HILL PA 19444 841647397 CONTRIBUTING EMPLOYER PA 0 ALLIED POWER 36400 S ESSEX ROAD WILMINGTON IL 60481 371857278 CONTRIBUTING EMPLOYER IL 0 MCCARL'S INC 1413 NINTH AVE BEAVER FALLS PA 15010 250955049 CONTRIBUTING EMPLOYER PA 0 CONSERVAION SPECIALTY INSULATION 6095 EMORIAL RD GERMANSVILLE PA 18053 263210601 CONTRIBUTING EMPLOYER PA 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 1 INTERNATIONAL ASSOCIATION OF HEAT AND FROST LOCAL UNION # 23 K 77569 FAIR MARKET VALUE INTERNATIONAL ASSOCIATION OF HEAT AND FROST LOCAL UNION # 23 O 9565 HOURS WORKED INTERNATIONAL ASSOCIATION OF HEAT AND FROST LOCAL UNION # 23 P 7299 AMOUNT PAID TO THIRD PARTY INTERNATIONAL ASSOCIATION OF HEAT AND FROST LOCAL UNION # 23 S 28145 COLLECTIVELY BARGAINED RATE INSULATORS LOCAL UNION NO 23 ANNUITY FUND R 12531 COLLECTIVELY BARGAINED RATE INSULATORS LOCAL UNION NO 23 HEALTH & WELFARE FUND R 34216 COLLECTIVELY BARGAINED RATE INSULATORS LOCAL UNION NO 23 PENSION FUND R 37410 COLLECTIVELY BARGAINED RATE ADVANCED SPECIALTY CONTRACTORS S 63118 COLLECTIVELY BARGAINED RATE ALLIANCE MECHANICAL INSULATION S 18037 COLLECTIVELY BARGAINED RATE Z TECH INSULATION S 40250 COLLECTIVELY BARGAINED RATE APEX INSULATION S 28809 COLLECTIVELY BARGAINED RATE K GULLER LLC S 53322 COLLECTIVELY BARGAINED RATE ALLIED POWER LLC S 17832 COLLECTIVELY BARGAINED RATE CONSERVATION SPECIALTY GROUP S 32918 COLLECTIVELY BARGAINED RATE MCCARL'S INC S 15335 COLLECTIVELY BARGAINED RATE