2025-08-29T13:42:55-05:00 2025-02-28 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-03-01 526044518 OFFICE & PROFESSIONAL EMPLOYEES INTERNATIONAL UNION WELFARE FUND OFFI 2123670902 80 EIGHTH AVENUE 205 NEW YORK NY 10011 MARY MAHONEY TRUSTEE 2123670902 2025-08-29 1 0 JAMES POULOS P01508663 2023319880 2024 2025-03-06 01:10:19Z MARY MAHONEY 80 EIGHTH AVENUE 205 NEW YORK NY 10011 144 0 X N/A X 1953 NY IRC SECTION 501(C)(9) VEBA TRUST 1 0 0 0 0 0 0 0 0 0 365 144 0 0 365 144 0 0 0 0 0 0 0 0 0 0 0 0 0 365 144 31552 31696 0 0 31552 31696 TO PROVIDE HEALTH AND WELFARE BENEFITS 0 0 501(C)(9) VEBA TRUST, WHICH PROVIDES HEALTH AND OTHER WELFARE BENEFITS FOR STAFF OF THE INTERNATIONAL UNION AND AFFILIATED LOCAL UNIONS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 X MARY MAHONEY 2123670902 80 EIGHTH AVENUE STE 205 NEW YORK NY 10011 MARY MAHONEY TRUSTEE 1.00 35.00 X 0 368878 129853 0 368878 129853 0 0 1 0 0 144 144 144 0 0 144 0 31552 31696 31552 31696 0 0 X 31552 31696 31552 31696 31552 31696 144 0 X X 0 1 X 1 0 0 X 144 0 144 0 144 0 0 0 0 0 PART X, LINE 2: THE TRUST FUND ADHERES TO THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TRUST FUND'S ADMINISTRATOR AND COUNSEL PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED FEBRUARY 28, 2025 AND FEBRUARY 29, 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS THE TRUST FUND'S ADMINISTRATOR AND COUNSEL BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE YEAR ENDED FEBRUARY 28, 2022. 0 0 0 MARY MAHONEY TRUSTEE 0 339185 0 0 0 29693 0 108817 0 21036 0 498731 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON ITS BEHALF. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE FIRM'S INDEPENDENT ACCOUNTANT. PRIOR TO FILING, THE FORM 990 IS DISTRIBUTED TO UNION AND EMPLOYER OFFICERS FOR THEIR REVIEW AND COMMENT. THE FORM 990 IS THEN SIGNED AND FILED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. OFFICE AND PROFESSIONAL EMPLOYEES INTERNATIONAL UNION 80 EIGHTH AVENUE NEW YORK NY 10011 530175463 LABOR ORGANIZATION NY 501(C)(5) NA 0 OPEIU PENSION TRUST FUND 80 EIGHTH AVENUE NEW YORK NY 10011 526505387 QUALIFIED PENSION TRUST NY 501(A) NA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0