2024-11-14T16:00:51-06:00 2023-12-31 222951202 MSPC CPAS & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2023-01-01 136132505 TRUSTEESIBEW LOCAL 363 JOINT APPRENTICESHIP TRAINING FUND IBEW 8457833500 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 PAMELA BROWN PLAN ADMINISTRATOR 8457833500 2024-11-14 1 1 JON S GAGLIARDI CPA P00528721 9082727000 2023 2024-10-15 13:58:12Z PAMELA BROWN 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 4538998 0 X WWW.IBEWLU363.ORG X 1966 NY TRAINING OF APPRENTICES & MEMBERS 12 11 21 0 0 0 0 0 706286 1664935 249302 337846 29248 23860 984836 2026641 0 0 0 0 571082 576264 0 0 0 920165 881032 1491247 1457296 -506411 569345 6915292 7551346 67358 23460 6847934 7527886 TO PROVIDE TRAINING OF APPRENTICES & MEMBERS. 0 0 1140346 1688795 TO PROVIDE TRAINING OF APPRENTICES & MEMBERS. 1140346 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 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 0 0 1 0 0 0 1 2 0 1 21 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 X IBEW #363 APPRENTICESHIP TRAINING FUND 8457833500 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 SAMUEL FRATTO UNION TRUSTEE 1.00 39.00 X 0 254580 59120 KENNETH SUTTON UNION TRUSTEE 1.00 X 0 0 0 KRIS SANTINI UNION TRUSTEE 1.00 X 0 0 0 JOSEPH DELEONARDIS EMPLOYER TRUSTEE 1.00 X 0 0 0 ROBERT KAEHLER EMPLOYER TRUSTEE 1.00 X 0 0 0 JAMES JOHANNEMANN EMPLOYER TRUSTEE 1.00 X 0 0 0 RICHARD SCHWARZBECK EMPLOYER TRUSTEE 1.00 X 0 0 0 ROBERT METZ EMPLOYER TRUSTEE 1.00 X 0 0 0 JEFFREY SEIDEL EMPLOYER TRUSTEE 1.00 X 0 0 0 CHRIS FISHER UNION TRUSTEE 1.00 X 0 0 0 ANTHONY MORETTO UNION TRUSTEE 1.00 X 0 0 0 GUISEPPE RUGGIERO UNION TRUSTEE 1.00 X 0 0 0 PAMELA BROWN PLAN ADMINISTRATOR 1.00 39.00 X 0 171800 59120 CLINTON BROWN TRAINING DIRECTOR 40.00 X 131240 0 66251 WILLIAM EDWARDS DIRECTOR OF EDUCATION 40.00 X 157240 0 66251 288480 426380 250742 2 0 1 0 0 CONTRACTOR CONTRIBUTION 900099 1647520 1647520 TUITION, BOOKS, & MATERIALS 611710 17415 17415 1664935 123471 123471 2711659 15073 2482500 29857 229159 -14784 214375 214375 MISCELLANEOUS 900099 12120 12120 GRANTS 611710 11740 11740 23860 2026641 1688795 0 337846 157240 157240 240974 240974 136037 136037 42013 42013 4442 4442 25000 25000 11356 11356 32005 32005 19849 19849 350070 350070 33780 33780 24223 24223 8523 8523 ADMINISTRATION & SECRET 168021 168021 TEACHERS SUPPLIES 158957 158957 EDUCATION MATERIALS, TR 30832 30832 REPAIRS & MAINTENANCE 11337 11337 2637 2637 1457296 1140346 316950 0 630124 1130721 59998 78619 176866 229333 628887 512325 5994 5273 585223 460973 151239 124250 3291328 3514337 1970856 1956488 6915292 7551346 6994 10826 60364 12634 67358 23460 X 0 0 0 0 6847934 7527886 6847934 7527886 6915292 7551346 569345 110606 0 X X 0 1 X 1 0 X 1432549 699643 650552 690586 1647520 5120850 16578 15827 16019 15700 17415 81539 1449127 715470 666571 706286 1664935 5202389 0 0 0 5202389 173761 140233 124478 112802 123476 674750 173761 140233 124478 112802 123476 674750 246642 280066 450234 138889 241279 1357110 1869530 1135769 1241283 957977 2029690 7234249 0.71910 0.70500 0.09330 0.10790 X 549245 424995 124250 35978 35978 0 124250 ACCRUED INTEREST & DIVIDENDS 9222 DUE FROM AFFILIATES 1932414 DUE FROM BROKER 464 RENT RECEIVABLE 14388 1956488 DUE TO AFFILIATES 12634 12634 X 2125891 110606 110606 2015285 11356 11356 2026641 1445940 0 1445940 11356 11356 1457296 PART X, LINE 2: THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON FEBRUARY 25, 1977, IN WHICH THE INTERNAL REVENUE SERVICE (IRS) STATES THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. 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 IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. X 0 0 0 0 0 0 0 0 0 SAMUEL FRATTO UNION TRUSTEE 0 254580 0 0 0 0 0 36032 0 23088 0 313700 0 0 PAMELA BROWN PLAN ADMINISTRATOR 0 171800 0 0 0 0 0 36032 0 23088 0 230920 0 0 WILLIAM EDWARDS DIRECTOR OF EDUCATION 157240 0 0 0 0 0 40185 0 26066 0 223491 0 0 0 CLINTON BROWN TRAINING DIRECTOR 131240 0 0 0 0 0 40185 0 26066 0 197491 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION IS PROVIDED WITH A CLIENT COPY OF THE RETURN PRIOR TO FILING FOR REVIEW PURPOSES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. IBEW #363 JAT RE CORP 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 133765269 ORGANIZATION ACTING AS CORP. THAT LEASES OFFICE SPACE TO RELATED #363 FUNDS. NY 501(C)(2) 0 IBEW #363 LMCC FUND 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 133800212 PROVIDE EDUCATIONAL AND PROMOTIONAL SERVICES NY 501(C)(5) 0 IBEW #363 WELFARE FUND 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 136132502 PROVIDE MEDICAL AND VACATION BENEFITS TO ELIGIBLE PARTICIPANTS NY 501(C)(9) 0 IBEW #363 SCHOLARSHIP FUND 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 204423030 PROVIDE SCHOLARSHIPS TO ELIGIBILE STUDENTS NY 501(C)(3) 0 IBEW #363 LOCAL UNION 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 131739738 PROVIDE ORGANIZATION, NEGOTIATION AND ARBITRATION SERVICES FOR MEMBERS NY 501(C)(5) 0 IBEW #363 PENSION FUND 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 516041178 PROVIDE PENSION BENEFITS FOR ELIGIBLE PARTICIPANTS NY 401(C)(A) 0 IBEW #363 SUPPLY HOUSE PENSION 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 132972311 PROVIDE PENSION BENEFITIS FOR ELIGIBLE SUPPLY HOUSE PARTICIPANTS NY 401(C)(A) 0 IBEW #363 MONEY PURCHASE PENSION 67 COMMERCE DRIVE SOUTH HARRIMAN NY 10926 136530041 PROVIDE ANNUITY BENEFITS FOR ELIGIBLE PARTICIPANTS NY 401(C)(A) 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 IBEW #363 WELFARE FUND P 105224 TIME ANALYSIS IBEW #363 GENERAL FUND P 14089 TIME ANALYSIS/USAGE OF EXPENSES IBEW #363 JAT RE K 350070 USAGE OF BUILDING