2025-01-23T12:49:28-06:00 2024-04-30 842885766 ROMOLO & ASSOCIATES LLC 1700 W LUTHY DRIVE PEORIA IL 61615 990 2023-05-01 376033208 STEAMFITTERS UA LOCAL 353 EDUCATIONAL TRUST FUND STEA 3096331353 6304 W DEVELOPMENT DRIVE PEORIA IL 616045293 MICHAEL HOWARD TRAINING COORDINATOR 3096331353 2025-01-23 1 0 MALLORY ECKSTEIN P01970498 3096822001 2025-01-23 2023 2024-10-15 13:58:12Z MICHAEL HOWARD 6304 W DEVELOPMENT DRIVE PEORIA IL 616045293 1006649 0 X N/A X 1980 IL OPERATION OF TRAINING PROGRAM 6 5 27 0 0 0 103587 18088 659875 779942 15862 28272 192211 180347 971535 1006649 0 0 0 0 278028 136301 0 0 0 597232 702344 875260 838645 96275 168004 2350095 2515710 58860 22709 2291235 2493001 INSTRUCT APPRENTICE PIPEFITTERS IN PROFESSIONAL TECHNIQUES AND STANDARDS THROUGH THE TRAINING PROGRAM. 0 0 733645 960289 INSTRUCT APPRENTICE PIPEFITTERS IN PROFESSIONAL TECHNIQUES AND STANDARDS THROUGH THE TRAINING PROGRAM. 733645 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 27 1 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 1 1 0 0 0 X MICHAEL HOWARD 3096331353 6304 W DEVELOPMENT DRIVE PEORIA IL 61604 PATRICK O'BRIEN REC SEC 1.00 X X 407 0 0 JEFF FRIEDEN TRUSTEE 1.00 X X 0 0 0 MATTHEW MCCREARY TRUSTEE 1.00 X X 0 0 0 RONNIE HARRIS TRUSTEE 1.00 X X 0 0 0 ERIK FEHL TRUSTEE 1.00 X X 0 0 0 SHAUN HOWARD TRUSTEE 1.00 X X 0 0 0 MICHAEL HOWARD TRAINING COORDINATOR 40.00 X 1841 109700 80004 2248 109700 80004 0 0 1 0 0 18088 13088 18088 EMPLOYER CONTRIBUTIONS 900099 749064 749064 LEASE 531120 28826 28826 BOOK FEES 900099 2052 2052 779942 28272 28272 UA REIMBURSEMENT INCOM 900099 166213 166213 MISC INCOME 900099 13271 13271 SCRAP METAL INCOME 900099 863 863 180347 1006649 960289 0 28272 2200 2200 123427 123427 10674 10674 26650 26650 1631 1631 11400 11400 4769 4769 3276 3276 4315 4315 70242 70242 5782 5782 29386 29386 97006 89660 7346 13323 12314 1009 TRAINING COORDINATOR CO 199652 199652 UA REIMBURSEABLE EXPENS 158036 158036 TRAINING MATERIALS AND 57707 57707 TESTING EXPENSE 8130 8130 11039 1603 9436 838645 733645 105000 0 843467 952031 77234 137550 10117 9486 2973766 1761415 1248746 1212351 170531 204292 2350095 2515710 58860 22709 58860 22709 X 2291235 2493001 2291235 2493001 2350095 2515710 168004 33762 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 166000 166000 2385223 1448215 937008 422543 313200 109343 1212351 X 1035642 33762 33762 1001880 4769 4769 1006649 833876 0 833876 4769 4769 838645 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)(3) OF THE INTERNAL REVENUE CODE (IRC), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE IRS ON FEBRUARY 3, 1978, AND THE BOARD OF TRUSTEES BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF CHANGES IN NET ASSETS AVAILABLE FOR BENEFITS AND THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF NET ASSETS AVAILABLE FOR BENEFITS ARE $0. 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 ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THE BOARD OF TRUSTEES HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF APRIL 30, 2024 AND 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN HAS NEVER HAD UNRELATED BUSINESS INCOME TAX (UBIT) NOR HAS IT FILED THE FORM 990-T. THEREFORE, ALL TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES RELATED TO UBIT. 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 INCLUDED IN APPLICATION PACKET SCHEDULE E, PART I, LINE 4 ITEMS MARKED NO ARE NOT APPLICABLE. THE EDUCATIONAL TRUST DOES NOT OFFER FINANCIAL AID OR SCHOLARSHIPS. THE EDUCATIONAL TRUST DOES NOT SOLICIT OR ACCEPT CONTRIBUTIONS OUTSIDE OF THE COLLECTIVE BARGAINING AGREEMENT. 0 0 0 0 0 0 0 0 0 MICHAEL HOWARD TRAINING COORDINATOR 1841 109700 0 0 0 0 0 62564 0 17440 1841 189704 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY A TRUSTEE. EACH TRUSTEE IS PROVIDED A COPY OF FORM 990 AT THE NEXT QUARTERLY TRUSTEE MEETING. FORM 990, PART VI, SECTION B, LINE 12C AT QUARTERLY MEETINGS, POTENTIAL CONFLICTS OF INTEREST ARE DISCUSSED BEFORE A BID IS SUBMITTED ON A PROJECT OR BILLS ARE PAID. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST