2024-11-15T13:31:09-06:00 2024-06-30 043508036 MANZI & ASSOCIATES LLC 855 TURNPIKE STREET NORTH ANDOVER MA 01845 990 2023-07-01 510201858 JOINT APPRENTICESHIP AND TRAINING TRUST FUND LOCAL 103 IBEW JOIN 6172885999 256 FREEPORT STREET BOSTON MA 02122 MICHAEL P DONOVAN ADMINISTRATOR 6172885999 2024-11-15 1 0 JEANNIE MICKEL P01058630 9789751099 2023 2024-10-15 13:58:12Z MICHAEL P DONOVAN 256 FREEPORT STREET BOSTON MA 02122 18941545 0 X WWW.IBEWEDUCATION.COM X 1963 MA PROVIDES EDUCATIONAL COURSES TO UNION MEMBERS. 8 8 69 0 0 0 0 0 8815238 9398027 74988 -20486 0 0 8890226 9377541 0 0 0 0 5372702 5697225 0 0 0 4072254 4108790 9444956 9806015 -554730 -428474 15887748 16852719 4723172 5889431 11164576 10963288 X TO DEVELOP THE MOST SKILLED, RESPONSIBLE AND RESPONSIVE ELECTRICIANS AND TECHNICIANS IN THE UNITED STATES OF AMERICA. WE ARE DEDICATED TO BUILDING PROFESSIONALS WHO HAVE THE EXPERTISE, CHARACTER AND SENSE OF TEAMWORK TO BRING VALUE TO THE CLIENTS THEY SERVE, THE UNION THEY REPRESENT AND THE CONTRACTOR WHO EMPLOYS THEM. 0 0 8484002 9398027 TO PROVIDE EDUCATIONAL COURSES TO UNION MEMBERS 8484002 1 0 0 0 0 0 0 0 0 0 1 1 0 1 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 1 69 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 1 1 0 MA X MICHAEL P DONOVAN 6172885999 256 FREEPORT STREET 2ND FLOOR BOSTON MA 02122 KENELL C BROOMSTEIN CHAIRWOMAN 1.00 X X 0 0 0 LOUIS J ANTONELLIS SECRETARY 1.00 X X 0 0 0 RAYMOND B VINTON TRUSTEE 1.00 X 0 0 0 DAVID NOON TRUSTEE 1.00 X 0 0 0 ROBERT S SHEEHAN JR TRUSTEE 1.00 X 0 0 0 RENEELEONA DOZIER TRUSTEE 1.00 X 0 0 0 ALAN SCHARFE TRUSTEE 1.00 X 0 0 0 RONALD KONING JR TRUSTEE 1.00 X 0 0 0 CHRISTOPHER SHERLOCK DIRECTOR OF TRAINING 50.00 X 213594 0 68223 JEROME DEMELLO ASST. DIR. OF TRAINING 50.00 X 196726 0 66086 CHRISTOPHER ANTONELLIS ASST. DIR. OF TRAINING 45.00 X 192812 0 66086 MICHAEL O'CONNELL FULL-TIME INSTRUCTOR 40.00 X 154968 0 61811 DAN NAUGHTON CURRICULUM DIRECTOR 40.00 X 155205 0 61811 GLENN JONES FULL-TIME INSTRUCTOR 40.00 X 140866 0 61811 THOMAS NG FULL-TIME INSTRUCTOR 40.00 X 138910 0 61811 TOM SPELLMAN FULL-TIME INSTRUCTOR 40.00 X 140743 0 61811 1333824 0 509450 8 0 1 0 RIORDAN BROTHERS INTEGRATION 409 CANTON STREET STOUGHTON MA 02072 AUDIO AND VISUAL INTEGRATION CONTRACTOR 883774 ENVISION TECHNOLOGY ADVISORS LLC 999 MAIN STREET PAWTUCKET RI 02860 COMPUTER CONSULTANTS 422624 TOTAL OFFICE INTERIORS 66 LONG WHARF BOSTON MA 02110 FURNITURE AND ARCHITECURAL WALL SOLUTION 332793 ELECTRICAL TRAINING ALLIANCE 5001 HOWERTON WAY BOWIE MD 20715 TRAINING AND RESOURCE SERVICES 290427 FACILITIES MANAGEMENT & MAINTENANCE 25 BEACH STREET DORCHESTER MA 02122 WASTE MANAGEMENT SERVICES 159858 8 CONTRACTOR CONTRIBUTIONS 900099 8578995 8578995 SALE OF INSTRUCTIONAL MATERIAL 900099 662508 662508 APPLICATION & REG. FEES 900099 156524 156524 9398027 102674 102674 9437776 3068 9564004 0 -126228 3068 -123160 -123160 9377541 9274867 0 102674 593852 593852 3196223 2756373 439850 572996 454695 118301 1019397 898328 121069 314757 277747 37010 33345 33345 27810 27810 16593 16593 109747 109747 1615164 1615164 2402 2402 3505 3505 436860 436860 67989 67989 INSTRUCTIONAL EXPENSES 981467 981467 BLDG/EQUIP MAINTENANCE 204744 204744 ALLOCATED ADMIN EXPENSE 175000 175000 DRUG TESTING 166042 166042 268122 28339 239783 9806015 8484002 1322013 0 434352 1812305 796496 402790 781529 712112 95330 122939 7080486 3792729 2652773 3287757 1119594 590806 5469461 3753519 4538213 6170491 15887748 16852719 87936 199786 4635236 5689645 4723172 5889431 X 11164576 10963288 11164576 10963288 15887748 16852719 -428474 227186 0 X X 0 1 X 1 0 X 2932321 842183 2090138 4148165 2950546 1197619 3287757 US TREASURY N/B 3441276 F TREASURY BILLS 217268 F FEDERAL HOME LOAN BANK BONDS 94975 F 3753519 INTEREST INCOME RECEIVABLE 26015 APPRENTICE DEVICE RECEIVABLE 306157 FINANCE LEASE RIGHT-OF-USE ASSET 21685 OPERATING LEASE RIGHT-OF-USE ASSETS 5816634 6170491 DUE TO INVESMENT SETTLEMENT 172791 RIGHT-OF-USE FINANCE LEASE LIABILITY 24323 RIGHT-OF-USE OPERATING LEASE LIABILITY 5492531 5689645 X 9588134 227186 227186 9360948 16593 16593 9377541 9789422 0 9789422 16593 16593 9806015 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 RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE DEPARTMENT OF LABOR AND INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024, 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLICIZED IN GENERAL CIRCULATION NEWSPAPER (BOSTON GLOBE) SERVING ALL SEGMENTS OF THE COMMUNITY. X 0 0 0 0 0 0 0 0 0 CHRISTOPHER SHERLOCK DIRECTOR OF TRAINING 213594 0 0 0 0 0 45759 0 22464 0 281817 0 0 0 JEROME DEMELLO ASST. DIR. OF TRAINING 196726 0 0 0 0 0 43622 0 22464 0 262812 0 0 0 CHRISTOPHER ANTONELLIS ASST. DIR. OF TRAINING 192812 0 0 0 0 0 43622 0 22464 0 258898 0 0 0 DAN NAUGHTON CURRICULUM DIRECTOR 155205 0 0 0 0 0 39347 0 22464 0 217016 0 0 0 MICHAEL O'CONNELL FULL-TIME INSTRUCTOR 154968 0 0 0 0 0 39347 0 22464 0 216779 0 0 0 GLENN JONES FULL-TIME INSTRUCTOR 140866 0 0 0 0 0 39347 0 22464 0 202677 0 0 0 TOM SPELLMAN FULL-TIME INSTRUCTOR 140743 0 0 0 0 0 39347 0 22464 0 202554 0 0 0 THOMAS NG FULL-TIME INSTRUCTOR 138910 0 0 0 0 0 39347 0 22464 0 200721 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT VERSION OF THE FORM 990 IS REVIEWED BY THE FUND ADMINISTRATOR, WHO THEN APPROVES THE FINAL COPY FOR FILING. THE BOARD OF TRUSTEES PROVIDES THE FUND ADMINISTRATOR WITH AUTHORIZATION TO APPROVE THE FINAL COPY ON ITS BEHALF. FORM 990, PART VI, SECTION B, LINE 12 THE ORGANIZATION FOLLOWS THE CONFLICT OF INTEREST POLICY PRESCRIBED BY ERISA. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD AND THE TRAINING DIRECTOR NEGOTIATE THE TRAINING DIRECTOR'S COMPENSATION. THE AGREED UPON COMPENSATION HAS BEEN COMPARABLE TO THE WAGES AND BENEFITS RECEIVED BY THE FORMER TRAINING DIRECTOR. THE PAY SCALE HAS BEEN BASED UPON LOCAL 103'S GENERAL FOREMAN RATE OF WAGES FOR 50 HOURS WORKED AT THE STRIGHT TIME RATE. THE TRAINING DIRECTOR ALSO RECEIVES THE BENEFIT PACKAGE OF THE GENERAL FOREMAN, INCLUDING ANNUITY, FOR 50 HOURS WORKED AS WELL AS A LEASED VEHICLE. BOARD MINUTES REFLECT CONTEMPORANEOUS DELIBERATION AND DECISIONS MADE. ASSISTANT TRAINING DIRECTORS' WAGES AND BENEFITS ARE NEGOTIATED BY THE BOARD AND EACH ASSISTANT TRAINING DIRECTOR. WAGES ARE BASED UPON GENERAL FOREMAN'S RATE OF WAGES FOR 50 AND 45 HOURS OF WORK, RESPECTIVELY. ASSISTANT TRAINING DIRECTORS RECEIVE THE BENEFIT PACKAGE OF THE GENERAL FOREMAN, INCLUDING ANNUITY, FOR 50 AND 45 HOURS WORKED, RESPECTIVELY, AS WELL AS A LEASED VEHICLE. BOARD MINUTES REFLECT CONTEMPORANEOUS DELIBERATION AND DECISIONS MADE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS. ELECTRICAL WORKERS PENSION PLAN LOCAL 103 IBEW 256 FREEPORT STREET BOSTON MA 02122 046063734 BENEFIT PLAN MA 0 ELECTRICAL WORKERS DEFERRED INCOME FUND LOCAL 103 IBEW 256 FREEPORT STREET BOSTON MA 02122 042471895 BENEFIT PLAN MA 0 ELECTRICAL INDUSTRY LABOR MANAGEMENT COOPERATION TRUST 256 FREEPORT STREET BOSTON MA 02122 043398237 LABOR ORGANIZATION MA 501(C)(5) 0 LOCAL 103 IBEW GENERAL FUND 256 FREEPORT STREET BOSTON MA 02122 041472080 LABOR UNION MA 501(C)(5) 0 HEALTH AND WELFARE TRUST FUND LOCAL 103 IBEW 256 FREEPORT STREET BOSTON MA 02122 046063733 BENEFIT PLAN MA 501(C)(9) 0 LOCAL 103 IBEW EDUCATIONAL CORP 256 FREEPORT STREET BOSTON MA 02122 222979998 LABOR ORGANIZATION MA 501(C)(3) 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0