2025-11-12T12:18:19-06:00 2024-12-31 510435869 Needles & Associates LLC 350 Interlocken Blvd STE 360 Broomfield CO 80021 990 2024-01-01 620789504 Steamfitters Local Union No 614 Improvement Fund STEA 9013869565 5670 Commander Dr Arlington TN 38002 Jeff Taylor Trustee 9013869565 2025-11-11 1 0 Kurt D Needles CPA P00850236 3034304225 2025-11-12 2024 2025-03-06 01:10:19Z Jeff Taylor 5670 Commander Dr Arlington TN 38002 2820262 0 X N/A X 1967 TN To train and educate steamfitters. 7 0 0 0 0 0 28075 0 1525071 2686159 30854 66058 4802 68045 1588802 2820262 0 0 0 0 592876 696269 0 0 0 554315 695292 1147191 1391561 441611 1428701 2673756 4087641 351343 336527 2322413 3751114 To train and educate steamfitters. 0 0 To train and educate steamfitters. 0 0 0 0 0 0 0 0 0 1 0 0 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 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X Board of Trustees 9013869565 5670 Commander Dr Arlington TN 38002 Winston Gipson Chairman 1.00 X 0 0 0 Jeff Taylor Secretary / Trustee 1.00 X 0 0 0 Bryan Shinault Trustee 1.00 X 0 0 0 Scott Atkins Trustee 1.00 X 0 0 0 Jason Brownd Trustee 1.00 X 0 0 0 Larry Bogard Trustee 1.00 X 0 0 0 Paul Boswell Director 40.00 X 113868 0 35059 113868 0 35059 1 0 0 0 0 Employer Contributions 900099 2686159 2686159 2686159 66058 66058 UA Grant 900099 63500 63500 4545 4545 68045 2820262 2754204 0 66058 113868 363736 108161 68353 42151 8762 70354 10023 77095 6623 25 256919 114722 13179 Training and Certificat 127567 10023 1391561 381087 258528 191066 226018 2489310 993825 1381895 1495485 719708 2107610 2673756 4087641 351343 336527 351343 336527 X 2322413 3751114 2322413 3751114 2673756 4087641 1428701 0 X X 0 1 X 1 0 1456062 291917 1164145 989826 684539 305287 43422 17369 26053 1495485 X 2820262 0 2820262 0 2820262 1391561 0 1391561 0 1391561 Part X, Line 2: The Plan is considered exempt from federal income tax under Section 501(c)(5) of the Internal Revenue Code. The Plan and the trust are required to operate in conformity with the Internal Revenue Code to maintain the tax-exempt status of the trust. Plan management believes that the Plan is being operated in compliance with the applicable requirements of the Internal Revenue Code. Accounting principles generally accepted in the United States of America require 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 Internal Revenue Service. Based on this review, no reserves for uncertain tax positions were required to have been recorded or disclosed for the years ended December 31, 2023 and 2022. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. With few exceptions, management believes the Plan is no longer subject to income tax examinations for years preceding December 31, 2019. Form 990, Part VI, Section B, line 11b A copy of the Form 990 was provided to the organization's governing body before it was filed. Form 990, Part VI, Section B, line 12c The organization monitors and enforces compliance on an as needed basis. Form 990, Part VI, Section C, line 19 Governing documents are available to the public upon request. Form 990, Part XII, Line 2c: No changes in the process. Info maintained by Fund for Sch R Part II N/A NA TN 38002 000000000 TN 0 Info maintained by Fund for Sch R PART III & IV N/A NA TN 38002 000000000 TN 0 0 Info maintained by Fund for Sch R PART III & IV N/A NA TN 38002 000000000 TN 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0