2025-07-03T11:15:44-05:00 2024-12-31 205367494 ALAN ROSS & COMPANY PC 10 HEARTHSTONE COURT SUITE 100 READING PA 19606 990 2024-01-01 231582722 INTL ASSOC OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL UNION 23 INTL 7179300922 8926 JONESTOWN ROAD GRANTVILLE PA 170288654 RONNIE BEVERLEY BUSINESS MANAGER 7179300922 2025-06-27 1 0 DAVID S ROSS CPA P01706199 6107799555 2024 2025-03-06 01:10:19Z INSULATORS LOCAL 23 RONNIE BEVERLEY 8926 JONESTOWN ROAD GRANTIVLLE PA 170288654 1576645 0 X WWW.INSULATORSLOCAL23.COM X LABOR UNION 1963 PA TO ORGANIZE WORKERS AND TO SECURE JOBS AND IMPROVED WAGES, BENEFITS AND WORKING CONDITIONS 8 5 12 0 0 0 659 2298 1265302 1141200 16684 -14777 105310 105067 1387955 1233788 0 0 1500 6750 862262 743380 0 0 0 607996 514147 1471758 1264277 -83803 -30489 4098982 4013497 1352336 1233609 2746646 2779888 TO ORGANIZE WORKERS AND TO SECURE JOBS AND IMPROVED WAGES, BENEFITS AND WORKING CONTITIONS. 0 0 1264277 THE PROGRAM REPRESENTS PAYMENTS TO THE CONTRACTORS OF THE PROJECT ON BEHALF OF THE LOCAL UNION TO SECURE ADDITIONAL WORK AND NEGOTIATE WORKING CONDITIONS. 1264277 0 0 0 1 0 0 0 0 0 1 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 12 1 0 0 0 0 0 0 0 0 X 8 5 0 0 0 0 1 1 1 1 1 0 0 1 0 0 0 0 0 0 X RONNIE BEVERLEY 7179300922 8926 JONESTOWN ROAD GRANTVILLE PA 170288654 JACOB RAINEY E-BOARD 1.00 X 0 0 0 MATTHEW MATINCHECK VICE PRESIDENT 1.00 X X 74139 0 56940 ANDREW CHUBB TRUSTEE 1.00 X 0 4931 5463 JOSHUA ALLEN E-BOARD 1.00 X 0 0 0 ANTHONY FERGUSON E-BOARD / TRUSTEE 1.00 X 0 5770 5551 WILLIAM O'BRIAN E-BOARD 1.00 X 0 0 0 MATTHEW HUGGINS E-BOARD / TRUSTEE 1.00 X 0 1920 1395 JOHN FRITZ PRESIDENT/TRUSTEE 1.00 40.00 X 0 116463 53674 ZACHARY KEY SERGEANT AT ARMS 1.00 X 0 0 0 RONNIE BEVERLEY BUSINESS MANAGER/FINANCIAL SECRETARY/TRUSTEE 55.00 5.00 X 170058 0 130844 HUNTER GEORGE RECORDING SECRETARY 1.00 X 0 0 0 244197 129084 253867 1 1 1 0 0 2298 2298 MEMBERSHIP DUES AND AS 900099 1141200 1141200 1141200 19946 19946 79962 0 79962 79962 79962 308134 342857 -34723 -34723 -34723 MISCELLANEOUS INCOME 900099 25105 25105 25105 1233788 1166305 0 65185 6750 431981 162619 115180 33600 5485 9500 14908 22555 15656 16308 44663 117075 15683 MARKET RECOVERY FUND EX 187533 PER CAPITA TAXES 153814 REPAIRS & MAINTENANCE 41800 UTILITIES 34522 -165355 1264277 238983 385869 20 20 90377 76541 28069 16325 3507556 544827 3078431 2962729 588166 498441 47506 47506 27430 26066 4098982 4013497 21691 48614 1330645 1184995 1352336 1233609 X 2746646 2779888 2746646 2779888 4098982 4013497 -30489 63731 0 X 0 1 X 0 0 1 1 0 337995 337995 2865193 370241 2494952 134668 44008 90660 169700 130578 39122 2962729 X 1337036 63731 39517 103248 1233788 0 1233788 1303794 39517 39517 1264277 0 1264277 PART X, LINE 2: THE ORGANIZATION IS ORGANIZED AND REGISTERED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(5). UNDER FEDERAL REGULATIONS, THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE ORGANIZATION MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINABLE UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE MANAGEMENT HAS ANALYZED THE POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECT TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE MANAGMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME THAT OFFSETS EXPENSE 39,517. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES OFFSET BY INCOME 39,517. 0 0 0 RONNIE BEVERLEY BUSINESS MANAGER/FINANCIAL SECRETARY 170058 0 0 0 0 0 94038 0 36806 0 300902 0 0 0 JOHN FRITZ PRESIDENT/TRUSTEE 0 116463 0 0 0 0 0 30660 0 23014 0 170137 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A LABOR LOCAL UNION WHICH HAS DUES PAYING MEMBERS. MECHANICS THAT CAN VOTE, APPRENTICES THAT CAN NOT VOTE AND APPLICANT MECHANICS THAT CAN NOT VOTE. FORM 990, PART VI, SECTION A, LINE 7A 175 MECHANICS CAN VOTE TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERING BODY, FORM 990, PART VI, SECTION A, LINE 7B MECHANICS HAVE THE RIGHT TO APPROVE OR RATIFY DECISIONS OF THE ORGANIZATIONS GOVERING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN ACCOUNTANT, THEN REVIEWED BY THE BUSINESS MANAGER, THEN PRESENTED TO THE OFFICERS AND UNION TRUSTEES FOR REVIEW AND THEN FILED. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIALS ARE AVAILABLE UPON REQUEST AT THE LOCAL UNION OFFICE. INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS 9602 M L KING JR HWY LANHAM MD 20706 250330105 REPRESENTS MEMBERS WORKING IN THE ASBESTOS INDUSTRY MD 501(C)(5) 0 INSULATORS LOCAL UNION NO 23 ANNUITY FUND PO BOX 6480 HARRISBURG PA 17112 231586636 TO PROVIDE COLLECTIVELY BARGAINED ANNUITY BENEFITS PA 401(A) 0 INSULATORS LOCAL UNION NO 23 HEALTH & WELFARE FUND PO BOX 6480 HARRISBURG PA 17112 237366317 TO PROVIDE COLLECTIVELY BARGAINED WELFARE BENEFITS PA 501(C)(9) 0 INSULATORS LOCAL UNION NO 23 PENSION FUND PO BOX 6480 HARRISBURG PA 17112 231990729 TO PROVIDE COLLECTIVELY BARGAINED PENSION BENEFITS PA 401(A) 0 JOINT APPRENTICE TRAINING COMMITTEE 3263 SCHOOLHOUSE ROAD MIDDLETOWN PA 17057 236583895 TRAINING PROGRAMS FOR APPRENTICE IN THE CLASSROOM AND ON THE JOB PA 501(C)(5) 0 NATIONAL ASBESTOS WORKERS SUPPLEMENTAL PENSION PLAN 7130 COLUMBIA GATEWAY DR STE A COLUMBIA MD 21046 520014815 TO PROVIDE COLLECTIVELY BARGAINED PENSION BENEFITS MD 401(A) 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 1 JOINT APPRENTICE TRAINING COMMITTEE J 66092 FAIR MARKET VALUE JOINT APPRENTICE TRAINING COMMITTEE O 24522 HOURS WORKED JOINT APPRENTICE TRAINING COMMITTEE Q 24707 AMOUNT PAID TO 3RD PARTY INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS R 142685 ASSESSMENT BASED ON # OF MEMBERS INSULATORS LOCAL UNION NO 23 ANNUITY FUND R 42395 COLLECTIVELY BARGAINED RATE INSULATORS LOCAL UNION NO 23 HEALTH & WELFARE FUND R 81545 COLLECTIVELY BARGAINED RATE INSULATORS LOCAL UNION NO 23 PENSION FUND R 89302 COLLECTIVELY BARGAINED RATE JOINT APPRENTICE TRAINING COMMITTEE R 6039 COLLECTIVELY BARGAINED RATE NATIONAL ASBESTOS WORKERS SUPPLEMENTAL PENSION PLAN R 92763 COLLECTIVELY BARGAINED RATE INSULATORS LOCAL UNION NO 23 ANNUITY FUND J 4590 FAIR MARKET VALUE INSULATORS LOCAL UNION NO 23 HEALTH & WELFARE FUND J 4590 FAIR MARKET VALUE INSULATORS LOCAL UNION NO 23 PENSION FUND J 4590 FAIR MARKET VALUE INSULATORS LOCAL UNION NO 23 ANNUITY FUND Q 20694 AMOUNT PAID TO 3RD PARTY INSULATORS LOCAL UNION NO 23 HEALTH & WELFARE FUND Q 73750 AMOUNT PAID TO 3RD PARTY INSULATORS LOCAL UNION NO 23 PENSION FUND Q 88791 AMOUNT PAID TO 3RD PARTY