2024-01-16T09:55:30-06:00 2023-03-31 741695589 Harper & Pearson Company PC One Riverway Suite 1900 Houston TX 77056 990 2022-04-01 746052921 INTERNATIONAL UNION OF OPERATING ENGINEE LOCAL UNION 450 APPRETICESHIP TRAINING INTE 9362585341 13285 HIGHWAY 146 SOUTH DAYTON TX 77535 Mark Maher Jr Chairman 9362585341 2024-01-16 1 Mark Maher Jr 999009999 0 Kevin E Bienvenu CPA P00079403 7136222310 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Mark Maher Jr 2118613 0 X N/A X 1968 TX THE TRUST WAS ESTABLISHED TO PROVIDE APPRENTICESHIP AND JOURNEYMAN TRAINING, TESTING, EDUCATION, JOB SKILL DEVELOPMENT AND ENHANCEMENT FOR THE OPERATING ENGINEER TRADES. 6 6 11 0 0 0 0 0 1719608 1930124 49732 51130 33085 137359 1802425 2118613 0 0 0 0 923497 910809 0 0 0 806712 827773 1730209 1738582 72216 380031 4966940 5401642 0 54671 4966940 5346971 THE TRUST WAS ESTABLISHED TO PROVIDE APPRENTICESHIP AND JOURNEYMAN TRAINING, TESTING, EDUCATION, JOB SKILL DEVELOPMENT AND ENHANCEMENT FOR THE OPERATING ENGINEER TRADES. 0 0 1541613 2118613 THE TRUST WAS ESTABLISHED TO PROVIDE APPRENTICESHIP AND JOURNEYMAN TRAINING, TESTING, EDUCATION, JOB SKILL DEVELOPMENT AND ENHANCEMENT FOR THE OPERATING ENGINEER TRADES. 1541613 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 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 1 21 0 1 11 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Jordan R Moss 9362585516 13285 Hwy 146 South Dayton TX 77535 Wes David Trustee 2.00 X 0 0 0 Brandon Willis Trustee 2.00 X 0 0 0 Mark Maher Jr Trustee Chairman 2.00 X 0 0 0 Perry Dueitt Trustee 2.00 X 0 0 0 Bruce Smiley Trustee 2.00 X 0 0 0 Brent Miller Trustee Secretary 2.00 X 0 0 0 Jordan Moss Coordinator 40.00 X 126141 0 0 Don Copeland Instructor 40.00 X 117636 0 0 Steven Barnes Instructor 40.00 X 117636 0 0 361413 0 0 3 0 0 0 0 Contractor Contributio 611600 1899249 1899249 Texas Workforce Soluti 611600 30875 30875 1930124 51130 0 51130 51130 51130 Right of Way Settlemen 611600 130175 130175 Scrap Sales & Other 611600 7184 7184 137359 2118613 2118613 0 0 550756 550756 68071 68071 240643 214172 26471 51339 45692 5647 17111 17111 45978 45978 55671 52887 2784 29057 26442 2615 14483 14483 299365 272422 26943 Testing and Training 127510 127510 Repairs and Maintenance 85871 85871 Natl Training and Fund 85273 85273 Miscellaneous 67454 66105 1349 1738582 1541613 196969 0 1778556 1787032 161097 221374 6285770 2892534 3027287 3393236 4966940 5401642 0 54671 0 54671 X 4966940 5346971 4966940 5346971 4966940 5401642 380031 0 X X 0 1 X 1 0 X 557978 557978 2714447 571362 2143085 390893 233943 156950 2313579 1876039 437540 308873 211190 97683 3393236 X 2118613 0 2118613 0 2118613 1738582 0 1738582 0 1738582 Part X, Line 2: The fund is exempt from federal income tax under Section 501(c)(3) of the internal revenue code. The fund's management reviews and evaluates its tax postitions to determine whether or not there are uncertain tax positions that require financial statement recognition. Based on this review, no reserves for uncertain tax positions were required to have been recorded or diclosed for the years ended March 31, 2022 and 2023. With few exceptions, the fund is no longer subject to income tax examinations by tax authorities for fiscal years preceding March 31, 2019.The board believes that all significant tax positions utilized by the board will more likely than not be sustained upon examination. As of March 31, 2023. the tax years that remain subject to examination by the major tax jurisdictions under the statue of limitations are from the year 2019 forward (with limited exceptions). Tax penalties and interest, if any, would be recorded when paid and would be classified as management and general expense in the statement of activities, functional expenses, and changes in net assets. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 Schedule E, Part I, Line 3 racially nondiscriminatory policy is published on all literature and materials and are made available to the public by the school Form 990, Part VI, Section B, line 11b The Form 990 is reviewed and approved by the signing officer prior to filing. Form 990, Part VI, Section B, line 12c Requires immediate disclosure of potential conflict of interest and annual review of the conflict of interest policy and annual completion and signing of conflict and annual review of the conflict of interest policy and annual signing of a conflict of interest disclosure form. The policy is reviewed by the board of trustees on an annual basis. Form 990, Part VI, Section B, line 15 Approved by the Board of Trustees. Form 990, Part VI, Section C, line 19 All governing documents, conflict of interest policy and financial statements are maintained at the offices of the training fund , these documents are available upon request during regular business hours. Form 990, Part XII, Line 2C This joint board of trustees oversees the audit conducted by the independent outside accounting firm. No changes to the procedures noted in the current year.