2024-06-10T10:05:07-05:00 2023-07-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2022-08-01 911001810 STATIONARY ENGINEERS TRAINING TRUST STAT 2063294900 7525 SE 24TH STREET SUITE 200 MERCER ISLAND WA 98040 DAREN KONOPASKI CHAIRMAN 2063294900 2024-06-05 1 DAREN KONOPASKI 999009999 0 TODD M STOKES CPA P01451940 4252506100 2024-05-29 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAREN KONOPASKI 7525 SE 24TH ST STE 200 MERCER ISLAND WA 98040 352112 0 X HTTP://IUOE302.ORG/ X 1977 WA THE TRUST MAKES REIMBURSEMENTS RELATED TO TRAINING AND CERTIFICATION OF STATIONARY ENGINEERS. 4 0 3 4 0 0 0 0 366905 290752 3622 7645 0 0 370527 298397 0 0 0 0 175072 156538 0 0 0 188356 129709 363428 286247 7099 12150 448572 456490 5408 4035 443164 452455 REVENUES ARE COLLECTED FOR THE PURPOSE OF REIMBURSING STATIONARY ENGINEERS FOR COSTS RELATED TO TRAINING IN THE INDUSTRY WHICH IS THE BASIS FOR THE EXEMPTION OF THIS ORGANIZATION. 0 0 THE ORGANIZATION PROVIDES LIMITED REIMBURSEMENTS TO UNION MEMBERS IN GOOD STANDING FOR COSTS RELATED TO TRAINING TAKEN AS A STATIONARY ENGINEER. THE TRAINING IMPROVES THE QUALITY AND SAFETY OF INDIVIDUALS WORKING IN THE INDUSTRY. 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 1 3 0 1 3 1 0 0 0 0 0 0 0 0 X 4 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 X JOAN GITAHI WELFARE & PENSION ADMINISTRATION SERVICE INC 2064417574 7525 SE 24TH STREET SUITE 200 MERCER ISLAND WA 98040 DAREN KONOPASKI TRUST CHAIRMAN 1.00 X X 0 0 0 ERIK KNOWLES TRUST SECRETARY 1.00 X X 0 0 0 LEE NEWMAN TRUSTEE 1.00 X 0 0 0 TONY FRASCONE TRUSTEE 1.00 X 0 0 0 CHRISTIAN DUBE END 822 TRAINING COORDINATOR 40.00 X 55345 0 29429 ANDREA MAJOR START 1022 TRAINING COORDINATOR 40.00 X 20820 0 5141 76165 0 34570 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 262732 262732 FACILITY FEE REIMBURSE 531390 27000 27000 CONSULTING FEE REIMBUR 541610 1020 1020 290752 11184 11184 50176 53715 -3539 -3539 -3539 298397 290752 0 7645 106891 106891 17068 17068 8495 8495 15437 15437 8647 8647 22867 22867 5572 5572 9805 9805 8567 8567 18664 18664 4000 4000 1450 1450 4949 4949 TUITION AND FEES 46805 46805 BANK CHARGES 3834 3834 BOOKS AND SUPPLIES 3046 3046 INSTRUCTOR FEES 150 150 286247 286247 0 0 154772 160812 60504 57510 4444 2994 289356 292684 448572 456490 5408 4035 5408 4035 X 0 0 0 0 443164 452455 443164 452455 448572 456490 12150 -2859 0 X 0 0 0 60504 57510 2994 2994 X PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)5 OF THE INTERNAL REVENUE CODE (IRC), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) AND THE PLAN SPONSOR BELIEVES THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRS. THE PLAN FOLLOWS FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION TOPIC 740, INCOME TAXES (TOPIC 740). TOPIC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. FORM 990, PART VI, SECTION A, LINE 3 THE DAY TO DAY OPERATIONS OF THE ORGANIZATION IS MANAGED BY A THIRD PARTY ADMINISTRATOR: WELFARE & PENSION ADMINISTRATION SERVICE, INC. THE BOARD OF TRUSTEES RETAINS ULTIMATE RESPONSIBILITY FOR THE ACTIONS OF THE PROFESSIONAL ADMINISTRATORS. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED BY THE BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES REVIEW THE COMPENSATION PACKAGES ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST THROUGH THE PLAN ADMINISTRATOR.