2024-05-15T10:43:36-05:00 2023-06-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2022-07-01 010315000 PORTLAND ELECTRICAL JOINT APPRENTICESHIP & TRAINING FUND PORT 2077869770 238 GODDARD ROAD LEWISTON ME 04240 JUSTIN WALSH EXECUTIVE DIRECTOR 2077869770 2024-05-15 1 JUSTIN WALSH 999009999 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JUSTIN WALSH 238 GODDARD ROAD LEWISTON ME 04240 740212 0 X N/A X 1947 ME ELECTRICAL CONSTRUCTION INSTRUCTION AND TRAINING. 7 7 0 0 0 0 776 29000 638294 640337 407 5239 64310 65636 703787 740212 0 420 0 0 299186 316292 0 0 0 176752 208365 475938 525077 227849 215135 831468 1049683 4138 7218 827330 1042465 ELECTRICAL TRADE TRAINING. 0 0 429653 420 691453 TEACHING AND TRAINING OF ELECTRICAL WORKERS PROVIDED THROUGH AN APPRENTICESHIP PROGRAM. THE ORGANIZATION HAS A TOTAL OF 75 TO 80 STUDENTS PER YEAR. 429653 1 1 0 0 0 0 0 0 0 0 1 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 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 1 0 1 1 0 0 1 0 0 0 1 0 0 X JUSTIN WALSH 2077869770 238 GODDARD ROAD LEWISTON ME 04240 THOMAS DRISCOLL EMPLOYER TRUSTEE 1.00 X 0 0 0 KRISTEN GOWIN EMPLOYER TRUSTEE 1.00 X 0 0 0 JAMES VALENTE UNION TRUSTEE 1.00 X 0 19326 8870 MIKE HASKELL UNION TRUSTEE (P) 1.00 X 0 0 0 KEN MOULISON EMPLOYER TRUSTEE 1.00 X 0 0 0 DOMINIC DEGIFICO UNION TRUSTEE 1.00 X 0 0 0 RYAN CARRIER UNION TRUSTEE 1.00 X 0 0 0 NIK KOSTOPOLOUS UNION TRUSTEE 1.00 X 0 0 0 0 19326 8870 0 0 0 0 0 29000 29000 EMPLOYER CONTRIBUTIONS 611519 632735 632735 TUITION, BOOKS AND REL 611519 7602 7602 640337 5239 5239 14520 0 14520 14520 14520 REIMBURSEMENTS 900099 45906 45906 OTHER 900099 5210 5210 51116 740212 691453 0 19759 420 420 983 737 246 226216 180973 45243 28979 23183 5796 42966 34373 8593 17148 13718 3430 9094 9094 1498 1498 5269 4216 1053 4046 2023 2023 72023 57618 14405 12932 10346 2586 508 508 4697 4227 470 958 479 479 TRAINING SUPPLIES 95843 95843 REIMBURSEMENTS 1497 1497 525077 429653 95424 0 816780 400198 605006 182291 143812 8688 38479 6000 6000 831468 1049683 4138 7218 4138 7218 X 827330 1042465 827330 1042465 831468 1049683 215135 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 61004 30540 30464 121287 113272 8015 38479 X 740212 0 740212 0 740212 525077 0 525077 0 525077 PART X, LINE 2: MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND 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 FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION MAINTAINS A NON-DISCRIMINATION POLICY AND INCLUDES THE POLICY IN ALL ADVERTISING AND OTHER SOLICIATION MATERIALS. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVES FUNDS FROM THE STATE OF MAINE THROUGH THE MAINE STATE BUILDING TRADES FOR APPRENTICESHIP TRAINING AND FOR INSTRUCTOR TRAINING. 1 X 0 0 0 0 0 0 0 1 0 PART I, LINE 3 BASED ON THE COMMENURATE SKILL LEVEL IN THE CURRENT LOCAL UNION COLLECTIVE BARGAINING AGREEMENT. PART I, LINE 7 VEHICLE PROVIDED FOR BUSINESS USE. FORM 990, PART VI, SECTION A, LINE 7A THE EXECUTIVE BOARD OF IBEW LOCAL 567 APPOINT THE UNION REPRESENTATIVES TO THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEWED THE FORM 990 AT A REGULARLY SCHEDULED MEETING. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION AND BENEFITS ARE BASED ON THE GENERAL FOREMAN RATE IN THE CBA MANAGED BY IBEW LOCAL 567. THE EXECUTIVE DIRECTOR IS PROVIDED A VEHICLE FOR BUSINESS USE AND PERSONAL USE IS LIMITED TO COMMUTING AND THE PERSONAL USE IS INCLUDED IN COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAINTAINS A PUBLIC INSPECTION FILE WITH FINANCIAL INFORMATION ON A FORM 990 AND MAKES GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. FORM 990. PART XII, LINE 2C. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. IBEW LOCAL 567 LABOR MANAGEMENT CO-OPERATION COMMITTEE 238 GODDARD ROAD LEWISTON ME 04240 010528038 PROMOTE LOCAL 567 ELECTRICAL TRADE UNION, EMPLOYEE, AND WORK QUALITY ME 501(C)(5) CONTROLLED BY BOARD DIRECTORS 0 IBEW LOCAL 567 238 GODDARD ROAD LEWISTON ME 04240 010095705 PROMOTE LOCAL 567 ELECTRICAL TRADE UNION AND ADMINISTER THE CBA ME 501(C)(5) CONTROLLED BY BOARD DIRECTORS 0 IBEW LOCAL 567 BUILDING CORP 238 GODDARD ROAD LEWISTON ME 04240 010443300 OWNS AND ADMINSTERS FACILITIES USED BY THE ORGANIZATION. ME 501(C)(5) CONTROLLED BY BOARD DIRECTORS 0 PROFIT SHARING & 401(K) RETIREMENT PLAN LOCAL 567 238 GODDARD ROAD LEWISTON ME 04240 010439781 PENSION PLAN, ADMINISTER THE PENSION FUND CONTRIBUTIONS ME CONTROLLED BY BOARD DIRECTORS 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 IBEW LOCAL 567 (AND BLDGING CORP) K 66231 FMV