2026-02-06T12:05:10-06:00 2025-09-30 131577780 SCHULTHEIS & PANETTIERI LLP 450 WIRELESS BLVD HAUPPAUGE NY 11788 990 2024-10-01 611778550 LOCAL 137 NICHOLAS SIGNORELLI SR SCHOLARSHIP FUND LOCA 9147620600 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 JEFFREY LOUGHLIN BUSINESS MANAGER 9147620600 2026-02-06 1 1 VINCENT F PANETTIERI P00366812 6312734778 2024 2025-03-06 01:10:19Z JEFFREY LOUGHLIN 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 220437 0 X WWW.IUOELOCAL137.COM X 2016 NY THE PURPOSE OF THE ORGANIZATION IS TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES; TO GRANT SCHOLARSHIPS TO QUALIFIED DEPENDENTS OF MEMBERS OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137; TO HOLD MEETINGS AND OTHER ACTIVITIES FOR INSTRUCTION AND INFORMATION ON THE VARIOUS PURPOSES; TO ACCEPT DONATIONS OF MONEY, REALPROPERTY OR OTHER PROPERTY; AND TO DO ANY LAWFUL ACT CONSISTENT WITH THE ORGANIZATION'S PURPOSES. 3 0 0 0 0 0 89974 85483 0 0 2551 1322 0 0 92525 86805 0 138000 163000 0 0 0 0 0 0 7152 20460 170152 158460 -77627 -71655 253650 181995 0 0 253650 181995 X THE PURPOSE OF THE ORGANIZATION IS TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES; TO GRANT SCHOLARSHIPS TO QUALIFIED DEPENDENTS OF MEMBERS OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137; TO HOLD MEETINGS AND OTHER ACTIVITIES FOR INSTRUCTION AND INFORMATION ON THE VARIOUS PURPOSES; TO ACCEPT DONATIONS OF MONEY, REALPROPERTY OR OTHER PROPERTY; AND TO DO ANY LAWFUL ACT CONSISTENT WITH THE ORGANIZATION'S PURPOSES. 0 0 138000 138000 THE PURPOSE OF THE ORGANIZATION IS TO OPERATE EXCLUSIVELY FOR CHARITABLE AND EDUCATIONAL PURPOSES; TO GRANT SCHOLARSHIPS TO QUALIFIED DEPENDENTS OF MEMBERS OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137; TO HOLD MEETINGS AND OTHER ACTIVITIES FOR INSTRUCTION AND INFORMATION ON THE VARIOUS PURPOSES; TO ACCEPT DONATIONS OF MONEY, REAL PROPERTY OR OTHER PROPERTY; AND TO DO ANY LAWFUL ACT CONSISTENT WITH THE ORGANIZATION'S PURPOSES. 138000 1 1 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 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 0 0 0 NY X ALBERT WASSELL 9147620600 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 JEFFREY LOUGHLIN DIRECTOR 1.00 40.00 X 0 253480 95695 JAMES SASSO DIRECTOR 1.00 40.00 X 0 211131 147417 MICHAEL MILLER DIRECTOR 1.00 40.00 X 0 210844 127712 0 675455 370824 0 0 1 0 0 85483 85483 1322 1322 133632 85483 133632 0 86805 0 0 1322 138000 138000 3312 3312 17148 17148 158460 138000 20460 0 253650 181995 253650 181995 0 0 X 253650 181995 253650 181995 253650 181995 -71655 0 X 0 0 0 X 198325 211733 220490 215770 219115 1065433 198325 211733 220490 215770 219115 1065433 13722 1051711 962 1245 2304 2551 1322 8384 1073817 0.97940 0.98560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED GOLF OUTING 117565 53113 64452 6882 35040 1417 21113 PICNIC 101550 32370 69180 9200 21189 14235 24556 0 219115 85483 133632 6882 44240 22606 14235 45669 133632 0 1 SCHOLARSHIPS 39 138000 FMV N/A PART I, LINE 2: DURING THE YEAR ENDED SEPTEMBER 30, 2025, THE BOARD OF TRUSTEES, USING AN INDEPENDENT THIRD PARTY, EVALUATED THE SCHOLARSHIP APPLICANTS AND SELECTED THE WINNERS OF THE AWARDS. THE CURRENT YEAR AWARD WINNERS CAN USE THE ONE-TIME AWARD ONLY IF ACCEPTED AT AN ACCREDITED TWO- OR FOUR-YEAR COLLEGE OR UNIVERSITY ACCEPTED BY THE ORGANIZATION. 0 0 0 0 0 0 0 0 0 JEFFREY LOUGHLIN DIRECTOR 0 240552 0 0 0 12928 0 53583 0 42112 0 349175 0 0 JAMES SASSO DIRECTOR 0 201968 0 0 0 9163 0 105305 0 42112 0 358548 0 0 MICHAEL MILLER DIRECTOR 0 201968 0 0 0 8876 0 85600 0 42112 0 338556 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED IN COORDINATION WITH THE FUND OFFICE STAFF WHO WORK FULL TIME FOR THE ORGANIZATION. ONCE COMPLETED, THE FORM WAS PROVIDED TO AND REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C REVIEW OF THE CONFLICT OF INTEREST POLICY IS DONE ANNUALLY AT A BOARD OF DIRECTORS MEETING AND WITH THE EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. IUOE LOCAL 137 137A 137B 137C 137R 1360 PLEASANTVILLE ROAD BRIARCLIFF MANOR NY 10510 131739715 LABOR UNION NY 501(C)5 N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0