2026-02-25T08:52:39-06:00 2025-04-30 842885766 ROMOLO & ASSOCIATES LLC 1700 W LUTHY DRIVE PEORIA IL 61615 990 2024-05-01 376033209 LOCAL #63 EDUCATIONAL TRUST FUND LOCA 3096993570 116 HARVEY COURT EAST PEORIA IL 61611 DAVID MAROON JR TRUSTEE 3175549000 2026-02-18 1 0 MALLORY ECKSTEIN P01970498 3096822001 2026-02-18 2024 2025-03-06 01:10:19Z DAVID MAROON JR 116 HARVEY COURT EAST PEORIA IL 61611 368600 0 X N/A X 1980 IL TO PROVIDE INSTRUCTION OF PROFESSIONAL TECHNIQUES AND STANDARDS TO APPRENTICE PLUMBERS THROUGH A TRAINING PROGRAM. 6 4 11 0 0 0 0 5000 341566 345448 6297 7331 701 10821 348564 368600 0 0 0 0 122698 125305 0 0 0 149805 168748 272503 294053 76061 74547 1001408 1075779 6526 6350 994882 1069429 TO PROVIDE INSTRUCTION OF PROFESSIONAL TECHNIQUES AND STANDARDS TO APPRENTICE PLUMBERS THROUGH A TRAINING PROGRAM. 0 0 TO PROVIDE INSTRUCTION OF PROFESSIONAL TECHNIQUES AND STANDARDS TO APPRENTICE PLUMBERS THROUGH A TRAINING PROGRAM. 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 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 0 0 1 4 0 11 1 0 0 0 0 0 0 0 0 X 6 4 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 1 1 0 0 0 X HEALTHSCOPE BENEFITS INC 3175549000 7440 WOODLAND DRIVE INDIANAPOLIS IN 46278 QUINT KOEHL TRUSTEE 1.00 X 0 0 0 DON DEAKIN TRUSTEE 1.00 X 865 0 0 THOMAS SMITH TRUSTEE 1.00 X 0 0 0 MICHAEL BOUC TRUSTEE 1.00 X 5273 0 0 SCOTT CICCIARELLI TRUSTEE 1.00 X 0 0 0 DAVID MAROON TRUSTEE 12.00 X 0 0 0 TOM SPEARS TRAINING COORDINATOR 20.00 X 38888 0 0 45026 0 0 0 0 0 0 0 5000 5000 CONTRIBUTIONS FROM EMP 900099 308178 308178 LEASE INCOME 531120 30335 30335 BOOK FEES 900099 4995 4995 APPRENTICE APPLICATION 900099 1940 1940 345448 7331 7331 SCHOLARSHIP LOAN AGREE 900099 10000 10000 REIMBURSED EXPENSES 900099 821 821 10821 368600 356269 0 7331 42343 73075 9887 7200 19902 8000 430 16189 20224 8907 35407 14926 CLASS SUPPLIES AND MATE 12260 MED-GAS SUPPLIES 10986 CERTIFICATION/TESTING F 5854 MED-GAS CERTIFICATIONS 4720 3743 294053 711327 817455 24470 26850 8730 10552 1084114 865284 254237 218830 2644 2092 1001408 1075779 6526 6350 6526 6350 X 994882 1069429 994882 1069429 1001408 1075779 74547 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 122000 122000 814875 724672 90203 147239 140612 6627 218830 X 368600 0 368600 0 368600 294053 0 294053 0 294053 PART X, LINE 2: THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER IN 1980, IN WHICH THE IRS STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE (IRC) SECTION 501(C)(5). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. THE BOARD OF TRUSTEES BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. 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 PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF APRIL 30, 2025 AND 2024, 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. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HIRED A THIRD PARTY ADMINISTRATOR FOR BOOKKEEPING. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND SIGNED BY A MEMBER OF THE FUND'S BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST