2026-08-14T13:41:40-05:00 2025-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2025-01-01 111805197 PLUMBERS LOCAL UNION NO 1 TRADE EDUCATION FUND PLUM 7188352700 50-02 5TH STREET 2ND FLOOR LONG ISLAND CITY NY 11101 PAUL O'CONNOR MARIE CARDOZA CO-CHAIRS 7188352700 2026-08-14 1 ANTHONY VOGT CPA P01385419 6106689400 2026-08-14 2025 2025-03-06 01:10:19Z PAUL O'CONNOR MARIE CAR 50-02 5TH STREET 2ND FLOOR LONG ISLAND CITY NY 11101 6817517 0 X N/A X 1983 NY OPERATION AND MAINTENANCE OF TRADE SCHOOL FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND PIPE FITTING TRADE. 9 9 0 0 0 0 178904 65916 5276939 5312711 185635 181404 77805 110338 5719283 5670369 0 0 200561 228965 3343983 3504715 0 0 0 1450389 1612252 4994933 5345932 724350 324437 16997843 16208230 1983585 807887 15014258 15400343 OPERATION AND MAINTENANCE OF TRADE SCHOOL FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND PIPE FITTING TRADE. 0 0 4864680 5423048 OPERATION AND MAINTENANCE OF TRADE SCHOOL FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND PIPE FITTING TRADE. 4864680 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 1 0 1 0 1 7 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X THE ORGANIZATION 7188352700 50-02 5TH STREET 2ND FLOOR LONG ISLAND CITY NY 11101 X LOUIS BUTTERMARK EMPLOYER TRUSTEE 2.00 X 0 0 0 MARIE CARDOZA EMPLOYER TRUSTEE 2.00 X 0 0 0 VINCENT GAMBA EMPLOYER TRUSTEE (P) 2.00 X 0 0 0 JEFFERY LEVINE EMPLOYER TRUSTEE 2.00 X 0 0 0 SCOTT LYONS EMPLOYER TRUSTEE 2.00 X 0 0 0 TERENCE O'BRIEN EMPLOYER TRUSTEE 2.00 X 0 0 0 BARR RICKMAN EMPLOYER TRUSTEE (P) 2.00 X 0 0 0 FREDDY DELLIGATTI LABOR TRUSTEE 2.00 X 0 0 0 RICHARD GARNER LABOR TRUSTEE 2.00 X 0 0 0 RICHARD GILLIGAN LABOR TRUSTEE 2.00 X 0 0 0 PAUL O'CONNOR LABOR TRUSTEE 2.00 X 0 0 0 ARTHUR KLOCK DIRECTOR OF TRAINING 40.00 X 0 248826 72904 MELLISSA BROTHERSON INSTRUCTOR 40.00 X 0 210633 72904 ROBERT GOULDSBURY INSTRUCTOR 40.00 X 0 206476 72904 ROBERT FINLEY INSTRUCTOR 40.00 X 0 197537 72904 DAVID SMALLEY INSTRUCTOR 40.00 X 0 197002 72904 JOHN SULLIVAN INSTRUCTOR 40.00 X 0 183448 72904 0 1243922 437424 0 0 1 0 0 65916 65916 EMPLOYER CONTRIBUTIONS 900099 5312711 5312711 5312711 129552 129552 1199000 1147148 51852 51852 51852 FEES 900099 107158 107158 SALES OF BOOKS AND EDUCATION MATE 900099 2879 2879 OTHER INCOME 900099 301 301 110338 5670369 5423049 0 181404 228965 228965 321730 321730 2030402 1740038 290364 146886 140343 6543 814501 783441 31060 191196 184661 6535 24940 24940 33441 33441 12196 12196 21010 15879 5131 82955 60666 22289 117971 109030 8941 473342 465640 7702 101584 101376 208 555689 554375 1314 68337 65296 3041 UNIFORMS 62318 62318 LICENSES AND PERMITS 25579 25579 DRUG TESTING 23364 23364 APPRENTICE SKILL COMPET 7558 7558 1968 1968 5345932 4864680 481252 0 1387562 1421221 1460 1681 477626 499190 55481 56290 18263462 6902675 11670740 11360787 2885901 2435781 515954 433280 3119 0 16997843 16208230 331193 110229 1613017 39375 697658 1983585 807887 X 0 0 0 0 15014258 15400343 15014258 15400343 16997843 16208230 324437 53704 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 650000 650000 16933049 6482443 10450606 380079 149901 230178 300334 270331 30003 11360787 DUE TO PLUMBERS LOCAL UNION NO 1 WELFARE FUND 684194 CASH OVERDRAFT 13464 697658 X 5711877 53704 53704 5658173 12196 12196 5670369 5333736 0 5333736 12196 12196 5345932 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN. 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ALL LITERATURE AND ANNOUNCEMENTS. SCHEDULE E, PART I, LINE 4 ORGANIZATION DOES NOT SOLICIT CONTRIBUTIONS. X X 0 0 0 0 0 0 0 0 0 ARTHUR KLOCK DIRECTOR OF TRAINING 0 248826 0 0 0 0 0 33072 0 39832 0 321730 0 0 MELLISSA BROTHERSON INSTRUCTOR 0 210633 0 0 0 0 0 33072 0 39832 0 283537 0 0 ROBERT GOULDSBURY INSTRUCTOR 0 206476 0 0 0 0 0 33072 0 39832 0 279380 0 0 ROBERT FINLEY INSTRUCTOR 0 197537 0 0 0 0 0 33072 0 39832 0 270441 0 0 DAVID SMALLEY INSTRUCTOR 0 197002 0 0 0 0 0 33072 0 39832 0 269906 0 0 JOHN SULLIVAN INSTRUCTOR 0 183448 0 0 0 0 0 33072 0 39832 0 256352 0 0 FORM 990, PART VI, SECTION B, LINE 11B PLUMBERS LOCAL UNION NO. 1 TRADE EDUCATION FUND'S FORM 990 WAS PROVIDED AT A MEETING TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 PLUMBERS LOCAL UNION NO. 1 TRADE EDUCATION FUND'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: PLUMBERS LOCAL UNION NO. 1 TRADE EDUCATION FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT. PLUMBERS LOCAL UNION NO 1 EMPLOYEE 401(K) SAVINGS PLAN 50-02 5TH STREET 2ND FLOOR LONG ISLAND CITY NY 11101 133877439 PENSION FUND NY 401(A)/501(A) 0 PLUMBERS LOCAL UNION NO 1 WELFARE FUND 50-02 5TH STREET 2ND FLOOR LONG ISLAND CITY NY 11101 111538293 WELFARE FUND NY 501(C)(9) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 PLUMBERS LOCAL UNION NO 1 WELFARE FUND O 3449921 FMV PLUMBERS LOCAL UNION NO 1 WELFARE FUND P 175777 FMV