2026-03-11T12:33:18-05:00 2025-04-30 232586736 DANIEL A WINTERS & COMPANY CPAS 6 DICKINSON DR STE 205 CHADDS FORD PA 19317 990 2024-05-01 236209472 STEAMFITTERS LOCAL 420 APPRENTICESHIP AND JOURNEYMAN TRAINING FUND STEA 2673502600 14420 TOWNSEND ROAD SUITE C PHILADELPHIA PA 19154 THOMAS F REDDEN III TRUSTEE 2673502600 2026-03-06 1 0 CRAIG D WINTERS CPA P00154131 6103582000 2026-03-11 2024 2025-03-06 01:10:19Z THOMAS F REDDEN III 14420 TOWNSEND ROAD SUITE C PHILADELPHIA PA 19154 5034456 0 X N/A X 1955 PA APPRENTICESHIP & JOURNEYMEN EDUCATION 8 8 36 0 0 0 33338 4000 5326488 5004687 1 14531 740 10934 5360567 5034152 0 0 0 0 2748446 3137874 0 0 0 1361241 1447713 4109687 4585587 1250880 448565 5286031 5037460 778331 7209 4507700 5030251 X THE LOCAL UNION 420 JOINT APPRENTICESHIP AND TRAINING COMMITTEE RECOGNIZES THE NEED FOR STRUCTURED TRAINING TO MAINTAIN THE HIGH LEVEL OF SKILL AND COMPETENCE DEMANDED IN THE PIPE TRADES.REGISTERED APPRENTICESHIP PROVIDES THE MOST PRACTICAL AND SOUND METHOD TO MEET THAT NEED, TO PREPARE INDIVIDUALS TO BE SKILLED CRAFT WORKERS, AND TO ENSURE INDUSTRY ADEQUATE SUPPLY OF SKILLED WORKERS. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL OF THE REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE. 0 0 4002738 5015631 APPRENTICESHIP TRAINING AND EDUCATION FOR APPRENTICES AND JOURNEYMEN IN STEAMFITTERS' LOCAL UNION NO. 420. THERE ARE APPROXIMATELY 457 DAY AND EVENING STUDENTS. 4002738 1 0 0 0 0 0 0 0 0 0 1 1 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 1 0 0 0 0 0 0 0 0 0 1 4 0 1 36 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 X THOMAS F REDDEN III 2673504200 14420 TOWNSEND ROAD SUITE C PHILADELPHIA PA 19154 X X JAMES SNELL TRUSTEE 1.00 X 0 0 0 GARY ANDRESS TRUSTEE 1.00 X 0 0 0 PAT SHERIDAN TRUSTEE 1.00 X 0 0 0 LEN DITULLIO TRUSTEE 1.00 X 0 0 0 JIM DOUGHERTY TRUSTEE 1.00 X 0 0 0 THOMAS F REDDEN III TRUSTEE 1.00 X 0 0 0 MARK ROGERS TRUSTEE 1.00 X 0 0 0 DAVID LENTZ TRUSTEE 1.00 X 0 0 0 JIM TOLE TRUSTEE 1.00 X 0 0 0 KEITH LEONARDO TRUSTEE 1.00 X 0 0 0 PETER A KLEIN DIRECTOR-MECHANICAL 45.00 X 206936 0 152245 BRETT A CUTLER DIRECTOR-SERVICING 45.00 X 203372 0 151227 GREGORY R BECK INSTRUCTOR 40.00 X 215657 0 90541 FRANCIS X MCGRATH INSTRUCTOR 40.00 X 169569 0 90886 WILLIAM J COLEMAN III INSTRUCTOR 40.00 X 199749 0 90886 PETER A IANNOZZI INSTRUCTOR 40.00 X 202904 0 90886 JOHN M THORTON INSTRUCTOR 40.00 X 191154 0 90886 1389341 0 757557 7 0 1 0 STEAMFITTERS LOCAL UNION 420 BUILDING FU 14420 TOWNSEND ROAD PHILADELPHIA PA 19154 RENT AND UTILITIES 380561 1 4000 4000 RECEIPTS FROM EMPLOYER 611600 4862807 4862807 STUDENT FEES 611600 106314 106314 WELDING PROGRAM RECEIP 611600 35566 35566 5004687 14521 14521 314 304 10 10 10 WRITTEN OFF O/S CHECKS 900099 5418 5418 OTHER RECEIPTS 900099 5146 5146 DISCOUNTS 900099 370 370 10934 5034152 5015631 0 14521 2102235 1681788 420447 665330 625410 39920 126743 119138 7605 89631 84253 5378 153935 144699 9236 12320 12320 25590 25590 314 314 256328 240948 15380 464549 436676 27873 24673 23193 1480 58313 54814 3499 171834 161524 10310 30667 28827 1840 TRAINING SCHOOL SUPPLIE 375503 375503 EQUIPMENT RENTAL & MAIN 27622 25965 1657 4585587 4002738 582849 0 200 200 1790165 2393264 5579058 3920017 1811413 1659041 910017 983698 774236 1257 5286031 5037460 772979 0 5352 7209 778331 7209 X 4507700 5030251 0 0 0 0 4507700 5030251 5286031 5037460 448565 73986 0 X X 0 1 X 0 0 X 3668141 2115983 1552158 1910917 1804034 106883 1659041 BLACKROCK INT GOVT/CREDIT BOND INDEX FUND 983691 F BLACKROCK U.S. MONEY MARKET FUND B 7 F 983698 PAYROLL DEDUCTIONS 7209 7209 X 5107824 73986 73986 5033838 314 314 5034152 4585273 0 4585273 314 314 4585587 PART X, LINE 2: ASC TOPIC 740 - INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN, INCLUDING THE ENTITY'S STATUS AS A TAX-EXEMPT ENTITY. THE PLAN HAS DETERMINED THERE IS NO IMPACT OF ASC TOPIC 740 ON ITS FINANCIAL STATEMENTS FOR THE YEARS ENDED APRIL 30, 2025 AND 2024. THE PLAN IS NO LONGER SUBJECT TO FEDERAL INCOME EXAMINATION FOR THE YEARS ENDED PRIOR TO APRIL 30, 2022. 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL ADVERTISES FOR APPRENTICE APPLICANTS IN LOCAL NEWSPAPERS. THE SCHOOL ALSO PUBLICIZES ITS POLICY THROUGH THE PUBLIC SCHOOL SYSTEM, EMPLOYMENT AGENCIES, AND COMMUNITY GROUPS. SCHEDULE E, PART I, LINE 4 THE FUND DOES NOT ISSUE SCHOLARSHIPS OR OTHER FINANCIAL AID THE FUND DOES NOT SOLICIT CONTRIBUTIONS X 0 0 0 0 0 0 0 0 0 PETER A KLEIN DIRECTOR-MECHANICAL 205587 0 0 0 1349 0 114085 0 38160 0 359181 0 0 0 BRETT A CUTLER DIRECTOR-SERVICING 201462 0 0 0 1910 0 113067 0 38160 0 354599 0 0 0 GREGORY R BECK INSTRUCTOR 215657 0 0 0 0 0 55985 0 34556 0 306198 0 0 0 PETER A IANNOZZI INSTRUCTOR 202904 0 0 0 0 0 56200 0 34686 0 293790 0 0 0 WILLIAM J COLEMAN III INSTRUCTOR 199749 0 0 0 0 0 56200 0 34686 0 290635 0 0 0 JOHN M THORTON INSTRUCTOR 191154 0 0 0 0 0 56200 0 34686 0 282040 0 0 0 FRANCIS X MCGRATH INSTRUCTOR 169569 0 0 0 0 0 56200 0 34686 0 260455 0 0 0 STEAMFITTERS LOCAL UNION NO 420 COMMON TRUSTEES/OFFICERS 464549 RENT AND SHARED EXPENSES 0 STEAMFITTERS LOCAL UNION NO 420 PENSION PLAN COMMON TRUSTEES 187071 FRINGE BENEFITS 0 STEAMFITTERS LOCAL UNION NO 420 WELFARE PLAN COMMON TRUSTEES 213032 FRINGE BENEFITS 0 FORM 990, PART VI, SECTION A, LINE 7A THE FUND IS ADMINISTERED BY EIGHT (8) TRUSTEES. FOUR OF WHOM ARE APPOINTED BY THE UNION, TWO (2) OF WHOM ARE APPOINTED BY THE MECHANICAL CONTRACTORS ASSOCIATION OF EASTERN PENNSYLVANIA, INC., AND TWO (2) ARE APPOINTED BY THE SERVICING CONTRACTORS ASSOCIATION OF GREATER DELAWARE VALLEY, INC. FORM 990, PART VI, SECTION B, LINE 11B THE FUND'S EXTERNAL ACCOUNTANTS, DANIEL A. WINTERS & COMPANY, CPA'S, PREPARES THE FUND'S FORM 990 BASED ON INPUT FROM THE FUND. THE FORM IS THEN GIVEN TO THE FUND'S ON-STAFF ACCOUNTANT AND THE UNION'S SECRETARY TREASURER WHO IS A TRUSTEE OF THE FUND, FOR REVIEW AND SIGNATURE, AND THEN THE FORM IS FILED. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. THE FUND DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART VII, SECTION A: BRETT A. CUTLER AND PETER A. KLEIN ARE PAID BY ANOTHER ENTITY, NOT RELATED (PER IRS DEFINITION) TO THIS PLAN, BUT THIS PLAN FULLY REIMBURSES THAT ENTITY FOR THESE INDIVIDUAL'S SALARIES AND BENEFITS. THEREFORE, THESE INDIVIDUAL'S SALARIES AND BENEFITS ARE ACCOUNTED FOR, DISCLOSED AND REFLECTED ON THIS FORM 990 AND REPORTED AS THOUGH THEY ARE EMPLOYEES WHOSE SALARIES AND BENEFITS ARE PAID BY THIS PLAN, PER THE FORM 990 INSTRUCTIONS. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ARE RESPONSIBLE FOR THE OVERSIGHT OF THE ANNUAL AUDIT OF THE PLAN'S BOOKS AND RECORDS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.