2025-11-07T09:36:09-06:00 2024-12-31 842885766 ROMOLO & ASSOCIATES LLC 1700 W LUTHY DRIVE PEORIA IL 61615 990 2024-01-01 362858961 ILLOWA SHEET METAL WORKERS LOCAL UNION #91 JATC ILLO 3097870695 8124 42ND STREET ROCK ISLAND IL 61201 MARK STEIN APPRENTICE COORDINATOR 3097870695 2025-11-07 1 1 MALLORY BROWN P01970498 3096822001 2025-11-07 2024 2025-03-06 01:10:19Z MARK STEIN 8124 42ND STREET ROCK ISLAND IL 61201 1096413 0 X WWW.JATC91.ORG X 1976 IL EDUCATION AND TRAINING IN THE SHEET METAL TRADE. 6 6 5 0 0 0 62881 16618 942511 970090 76596 92522 17445 17183 1099433 1096413 0 0 0 0 574851 582403 0 0 0 319072 472038 893923 1054441 205510 41972 2026518 2088403 28545 48458 1997973 2039945 TO EDUCATE AND TRAIN MEMBERS IN THE SHEET METAL TRADE. 0 0 918847 987273 PROVIDE QUALITY TRAINING FOR THOSE ENTERING THE SHEET METAL TRADE INDUSTRY 918847 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 32 0 5 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 X MARK STEIN 3097870695 8124 42ND STREET ROCK ISLAND IL 61201 ERIC MEIRHAEGHE TRUSTEE 1.00 X X 0 0 0 MARK MURRAY TRUSTEE 1.00 X 0 0 0 JIM MAYNARD TRUSTEE 1.00 X 0 0 0 DAVID AVERY TRUSTEE 1.00 X 0 0 0 PAUL ELGATIAN TRUSTEE 1.00 X 0 0 0 BRAD ZOGG TRUSTEE 1.00 X 0 0 0 MARK STEIN APPRENTICE COORDINATOR 40.00 X 105934 0 55343 105934 0 55343 1 0 1 0 0 16618 16618 EMPLOYER CONTRIBUTIONS 900099 970090 970090 970090 87522 87522 5000 0 5000 5000 5000 REFUNDS AND REIMBURSEM 900099 8500 8500 TOOLS SOLD 900099 5843 5843 2840 2840 17183 1096413 987273 0 92522 161276 161276 256422 212062 44360 73541 72183 1358 62634 47658 14976 28530 25037 3493 2488 2488 12931 12931 4851 4851 1200 1200 3094 3094 18135 18135 46417 38160 8257 17137 17137 38453 33746 4707 13895 12194 1701 APPRENTICESHIP EXPENSES 127946 127946 APPRENTICE TRAVEL STIPE 111600 111600 TRAINING MATERIALS AND 56822 56822 WELDING CERTIFICATES 6747 6747 10322 10322 1054441 918847 135594 0 120415 102851 1694558 1793850 93775 77686 11714 15488 488623 390095 105930 98528 126 0 2026518 2088403 27507 45857 1038 2601 28545 48458 X 1997973 2039945 1997973 2039945 2026518 2088403 41972 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 488623 390095 98528 98528 DUE TO RELATED PARTY 2601 2601 X 1091562 0 1091562 4851 4851 1096413 1049590 0 1049590 4851 4851 1054441 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 INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE IRS IN SEPTEMBER 1976, 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 DECEMBER 31, 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 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE NONDISCRIMINATION POLICY IS STATED IN NOTICES AND ADVERTISING SCHEDULE E, PART I, LINE 4 DOES NOT OFFER SCHOLARSHIPS 0 0 0 0 0 0 0 0 0 MARK STEIN APPRENTICE COORDINATOR 105934 0 0 0 0 0 33350 0 21993 0 161277 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS SENT TO THE COORDINATOR FOR REVIEW. THE COORDINATOR THEN SIGN FORMS FORM 8879-TE AND SENDS BACK TO THE ACCOUNTANT TO E-FILE. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST