2025-04-14T10:57:54-00:00 2024-06-30 990 2023-07-01 112892696 Service Fitters' Industry Educational Fund SERV 2124658888 27-08 40th Ave 2nd fl Long Island City NY 111013725 Robert J Bartels Employee Trustee 2124658888 2025-04-14 false 2023 2025-03-06 01:10:19Z Robert J Bartels 27-08 40th Ave 2nd fl Long Island City NY 111013725 2291700 false X www.steamfitters.com X 1987 NY Provide training for all employees in the service fitting industry to become proficient mechanics and develop and expand their abilities. 8 8 0 0 0 2019285 2047891 176054 217900 6270 25909 2201609 2291700 0 0 1345737 1445145 0 0 1103300 1248428 2449037 2693573 -247428 -401873 7330479 6789454 1831728 1645924 5498751 5143530 Provide training for all employees in the service fitting industry to become proficient mechanics and develop and expand their abilities. false false 1684086 Educational Expenses 1684086 true false false false false false false false false false true false false true true true true false false false false false false false false false false false false true false false false false false false false false false false false false false true false true false true 0 0 0 false false false false false false false false false false false false false false false false X 8 8 false false false false false false false true true false false true true true true true true true true false NY X William J Turnbull Executive Admini 2124658888 27-08 40th Avenue 2nd floor Long Island City NY 111013725 William J Turnbull Exec. Administrator 003.00 032.00 X 44455 400090 48581 Steven Cuadra Education Director 020.00 020.00 X 117355 117355 66027 James Ippolito Asst. Administrator 002.00 033.00 X 15234 202388 46924 James C White Asst. Administrator 001.00 034.00 X 10811 205314 46924 Stephen Powers Instructor 040.00 X 0 186250 56420 Daniel Knights Instructor 040.00 X 0 183947 56466 Jason Grecco Instructor 040.00 X 0 183879 56420 Matthew Pizzo Instructor 040.00 X 0 176818 56420 Sean Driscoll IT Director 001.00 034.00 X 7460 179034 26280 Sean Dolan Trustee 002.00 X 0 0 0 Jerome Morreale Trustee 002.00 X 0 0 0 Daniel Steffen Trustee 002.00 X 0 0 0 Scott Berger Trustee 002.00 X 0 0 0 Brian Kearney Jr Trustee 002.00 X 0 0 0 Anthony Saporito Trustee 002.00 X 0 0 0 Robert Bartels Jr Trustee 002.00 X 0 0 0 Charlie Pellegrino Trustee 002.00 X 0 0 0 195315 1835075 460462 1 false true false Employer Contributions 525100 2047891 2047891 2047891 217900 217900 Other income 900099 1435 1435 Grant Income 900099 24474 24474 25909 2291700 2291700 0 0 0 0 187855 117355 70500 0 664927 503502 161425 196040 123611 72429 334004 272896 61108 62319 46154 16165 0 4912 4912 17000 17000 0 14444 14444 0 0 38032 1327 36705 6011 739 5272 0 393114 372717 20397 27404 21672 5732 0 1981 1950 31 0 0 528516 13886 514630 8737 8737 Auto Rental 9586 9586 Graduation Expense 12055 12055 Continuing Education/General Expense 18665 18665 Materials and School Equipment 132551 132551 35420 35420 2693573 1684086 1009487 0 47880 27235 51156 22011 173875 165625 1972 2120 3632403 2910871 1093428 721532 4168817 4269071 1793351 1581860 7330479 6789454 17674 19651 1814054 1626273 1831728 1645924 X 5498751 5143530 5498751 5143530 7330479 6789454 -401873 46652 X false true X true false X 2016440 2002396 2005035 2019285 2047891 10091047 2016440 2002396 2005035 2019285 2047891 10091047 10091047 179953 133985 135945 182324 243809 876016 10967063 0.92010 0.92480 X false 3320095 2685610 634485 99581 60753 38828 212727 164508 48219 721532 Financial derivatives and other financial products Closely-held equity interests Operating lease asset 1581860 1581860 Federal income taxes Due to/from related funds 44413 Operating lease liability 1581860 1626273 X 2323908 46652 46652 2277256 14444 14444 2291700 2679129 2679129 14444 14444 2693573 X 2 Management has evaluated the tax positions taken by the Fund and has concluded that as of June 30,2024, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements. The Fund is subject to routine audits by taxing jurisdictions until the applicable statue of limitations expires however, there are currently no audits for any tax periods in progress. X false false false false false false false false false William J Turnbull Exec. Administrator 44455 370713 29377 48581 44455 448671 Steven Cuadra Education Director 117355 96995 20360 66027 117355 183382 James Ippolito Asst. Administrator 15234 190251 12137 46924 15234 249312 James C White Asst. Administrator 10811 189267 16047 46924 10811 252238 Stephen Powers Instructor 186250 56420 242670 Daniel Knights Instructor 183947 56466 240413 Jason Grecco Instructor 183879 56420 240299 Matthew Pizzo Instructor 176818 56420 233238 Sean Driscoll IT Director 7460 167082 11952 26280 7460 205314 Form 990, Part VI, Section B, Line 11A This return was prepared by staff and reviewed by the Funds Executive Administrator, who is a CPA. Then it was provided to the Funds auditors for review and approval. Lastly, it is provided to a member of the Board of Directors for review and signature. Form 990, Part VI, Section B, Line 15AB The Executive Administrator of the Trust Funds negotiates with the Chairman and Co-Chairman of each Fund and agree to an increase in wages for all staff within the parameters set by the collective bargaining agreement. Form 990, Part IV, Section B, Line 12C The Fund is subject to ERISA and the Trustees conform to its regulations. Each year, Trustees sign a statement which affirms that such person has received a copy of the Conflict of Interest Policy and has read and understands that Policy. Also, the Trustees agree to comply with the Policy and understand that the Plan is a tax-exempt organization. Form 990, Part VI, Section C, Line 19 As required by ERISA, the Funds governing documents, policies, financial statements and tax returns are available upon request by writing to the Fund Office and requesting a copy. This return was not filed on time and granted an extension to acquire all information needed to complete and file an accurate return. Steamfitters' Industry Welfare Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 131545680 ERISA Plan NY 501 c 5 N/A false Steamfitters' Industry Security Benefit Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 136149681 ERISA Plan NY 501 c 5 N/A false Steamfitters' Industry Pension Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 136149680 ERISA Plan NY 501 a N/A false Steamfitters' Industry Vacation Plan 27-08 40th Avenue 2nd floor Long Island City NY 11101 136149682 ERISA Plan NY 501 c 9 N/A false Steamfitters' Industry Educational Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 131919703 ERISA Plan NY 501 c 5 N/A false Steamfitters' Industry Supplemental Retirement Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 133917806 ERISA Plan NY 401 a N/A false Metal Trades Branch Local 638 Welfare Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 136211854 ERISA Plan NY 501 c 9 N/A false Metal Trades Branch Local 638 Pension Fund 27-08 40th Avenue 2nd floor Long Island City NY 11101 132541630 ERISA Plan NY 501 a N/A false The Steamfitting Industry Labor Management Coop Committee 27-08 40th Avenue 2nd floor Long Island City NY 11101 367498676 ERISA Plan NY 501 c 5 N/A false false false false false false false false false false false false false false true true true false false false Steamfitters' Industry Welfare Fund n 564768 Steamfitters' Industry Welfare Fund o 381627 Steamfitters' Industry Welfare Fund p 48648