2024-05-10T08:27:28-05:00 2023-06-30 205367494 ALAN ROSS & COMPANY PC 10 HEARTHSTONE COURT SUITE 100 READING PA 19606 990 2022-07-01 237218430 UA LOCAL 524 EDUCATION FUND UALO 5703479214 711 COREY ST SCRANTON PA 18505 PATRICK DOLAN TRUSTEE 5703479214 2024-05-02 1 PATRICK DOLAN 999009999 1 ALAN D ROSS CPA P00072435 6107799555 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICK DOLAN 711 COREY ST SCRANTON PA 18505 495314 0 X N/A X 1973 PA TO PROVIDE FOR THE CREATION AND OPERATION OF A PROGRAM FOR THE TRAINING OF PIPEFITTER APPRENTICES 8 4 5 0 0 0 0 0 416007 463817 4277 4135 13616 27362 433900 495314 0 0 0 0 317631 388433 0 0 0 219568 434428 537199 822861 -103299 -327547 3084294 2754394 3240 887 3081054 2753507 TO PROVIDE FOR THE CREATION AND OPERATION OF A PROGRAM FOR THE TRAINING OF PIPEFITTER APPRENTICES 0 0 747635 PROVIDED EDUCATION PROGRAM FOR APPRENTICE PIPEFITTERS & PLUMBERS AND A CONTINUING EDUCATION PROGRAM FOR JOURNEYMEN. 747635 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 5 0 1 5 1 0 0 0 0 0 0 0 0 X 8 4 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X PATRICK DOLAN 5703479214 711 COREY STREET SCRANTON PA 18505 PAT DOLAN UNION TRUSTEE 5.00 40.00 X 0 174512 53612 JASON FLYNN UNION TRUSTEE 5.00 X 0 0 0 SCOTT SCHRANER UNION TRUSTEE 5.00 X 288 0 0 STEVE WEINBERGER EMPLOYER TRUSTEE 5.00 X 0 0 0 HAROLD NEWELL EMPLOYER TRUSTEE 5.00 X 0 0 0 JOHN MEEHAN EMPLOYER TRUSTEE 5.00 X 0 0 0 BRUCE JONES UNION TRUSTEE 5.00 40.00 X 0 138497 55781 BRIAN DOLAN UNION TRUSTEE 5.00 X 0 0 0 JOE KEREKES FUND DIRECTOR 40.00 X 167257 0 46136 167545 313009 155529 1 0 1 0 0 EMPLOYER CONTRIBUTIONS 525100 463817 463817 463817 4135 4135 GRANT FROM INTERNATION 525100 27000 27000 OTHER 525100 362 362 27362 495314 491179 0 4135 213681 213681 110093 93931 16162 38228 33380 4848 26431 24831 1600 3300 3300 6000 6000 3163 3163 15126 15126 62514 61500 1014 10803 13067 13067 EDUCATIONAL EXPENSES 289728 289728 INSTRUCTOR TRAINING EXP 30584 30584 BANK FEES 143 143 822861 747635 64423 0 87960 29617 2955439 2633392 349453 258068 40895 91385 3084294 2754394 3240 887 3240 887 X 0 0 0 0 3081054 2753507 3081054 2753507 3084294 2754394 -327547 0 X 0 1 X 0 0 33771 1103 32668 284892 226175 58717 30790 30790 0 91385 X 495314 0 495314 0 495314 822861 0 822861 0 822861 PART X, LINE 2: THE ORGANIZATION IS ORGANIZED AND REGISTERED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(5). UNDER FEDERAL REGULATIONS, THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE ORGANIZATION MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINABLE UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE MANAGEMENT HAS ANALYZED THE POSITIONS TAKEN BYTHE ORGANIZATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECT TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2021. X 0 0 0 PAT DOLAN UNION TRUSTEE 0 174512 0 0 0 0 0 53612 0 0 0 228124 0 0 JOE KEREKES FUND DIRECTOR 167257 0 0 0 0 0 20404 0 25732 0 213393 0 0 0 BRUCE JONES UNION TRUSTEE 0 138497 0 0 0 0 0 55781 0 0 0 194278 0 0 PART I, LINE 3 THE FUND DIRECTOR'S SALARY IS APPROVED BY THE BOARD OF TRUSTEES FORM 990, PART VI, SECTION B, LINE 11B AFTER THE ORGANIZATION'S ACCOUNTANT PREPARES FORM 990 BUT PRIOR TO SIGNATURE, THE GOVERNING BODY REVIEWS THE TAX RETURN WITH THEIR ACCOUNTANT. FORM 990, PART VI, SECTION C, LINE 19 THE EDUCATION FUND PROVIDES THE GENERAL PUBLIC ACCESS TO ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AT THE FUND OFFICE UPON REQUEST. UNITED ASSOCIATION LOCAL UNION 524 711 COREY STREET SCRANTON PA 18505 240579955 REPRESENTS MEMBERS WORKING IN THE PIPE-TRADES INDUSTRY IN NORTH EAST PA PA 501(C)(5) 0 PLUMBERS AND PIPEFITTERS LOCAL 524 PENSION & ANNUITY PLAN 711 COREY STREET SCRANTON PA 18505 231992413 COLLECTIVELY BARGAINED RETIREMENT BENEFIT PROGRAM PA 401(A) 0 PLUMBERS AND PIPEFITTERS LOCAL 524 HEALTH & WELFARE PLAN 711 COREY STREET SCRANTON PA 18505 237424474 COLLECTIVELY BARGAINED WELFARE BENEFIT PROGRAM PA 501(C)(9) 0 DAY & ZIMMERMAN 1827 FREEDOM RD LANCASTER PA 17601 232499111 CONTRIBUTING EMPLOYER PA 33373 0 HT LYONS INC 7165 AMBASSABOR DR ALLENTOWN PA 18106 231900734 CONTRIBUTING EMPLOYER PA 123107 0 MCCLURE COMPANY INC PO BOX 1579 HARRISBURG PA 17105 231420865 CONTRIBUTING EMPLOYER PA 42518 0 O&M MULTI-TRADE COMPANY INC 1205 MID VALLEY DR JESSUP PA 184341820 232804211 CONTRIBUTING EMPLOYER PA 38894 0 SCRANTON ELECTRIC HEATING & COOLING SERVICE INC 107 MIDDLE ST SCRANTON PA 18505 232466578 CONTRIBUTING EMPLOYER PA 40012 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 UNITED ASSOCIATION LOCAL UNION 524 K 61500 FAIR MARKET VALUE PLUMBERS AND PIPEFITTERS LOCAL 524 PENSION & ANNUITY PLAN R 11034 COLLECTIVE BARGAINING AGREEMENT PLUMBERS AND PIPEFITTERS LOCAL 524 HEALTH & WELFARE PLAN R 25732 COLLECTIVE BARGAINING AGREEMENT UNITED ASSOCIATION LOCAL UNION 524 R 5470 COLLECTIVE BARGAINING AGREEMENT UNITED ASSOCIATION LOCAL UNION 524 S 5304 COLLECTIVE BARGAINING AGREEMENT DAY & ZIMMERMAN S 33373 COLLECTIVE BARGAINING AGREEMENT HT LYONS INC S 123107 COLLECTIVE BARGAINING AGREEMENT MCCLURE COMPANY INC S 42518 COLLECTIVE BARGAINING AGREEMENT O&M MULTI-TRADE COMPANY INC S 38894 COLLECTIVE BARGAINING AGREEMENT SCRANTON ELECTRIC HEATING & COOLING SERVICE INC S 40012 COLLECTIVE BARGAINING AGREEMENT