2026-08-20T12:16:00-05:00 2025-12-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON RD STE 400 SAN RAMON CA 94583 990 2025-01-01 237241520 Stationary Engrs No CA and No NV Apprenticeship and Training Trust Fund % MATT FREDIANI STAT 4152853939 560 Barneveld Avenue San Francisco CA 94124 MARC INTERMAGGIO TRUSTEE 4152853939 2026-08-20 true JASMINE S BAKER P01452246 9252779100 2025 2025-03-06 01:10:19Z MARC INTERMAGGIO 560 Barneveld Avenue San Francisco CA 94124 7400328 false X www.local39training.com X 1972 CA APPRENTICESHIP AND JOURNEYMAN EDUCATION 4 4 44 4 0 0 1034128 1002857 5998041 6091666 144204 305805 0 0 7176373 7400328 0 0 0 0 2247983 2269115 0 0 0 2585723 2537911 4833706 4807026 2342667 2593302 12136608 14395426 1769541 1435057 10367067 12960369 X TO EDUCATE AND TRAIN PERSONS AS APPRENTICES AND/OR JOURNEYMEN IN ACCORDANCE WITH THE APPLICABLE COLLECTIVE BARGAINING AGREEMENT TO PROVIDE AN ADEQUATE SUPPLY OF EDUCATED AND SKILLED JOURNEYMEN TO FILL JOBS OF INDIVIDUAL EMPLOYERS. false false 4580155 0 6091666 PROVIDED EDUCATION AND TRAINING TO APPRENTICE AND JOURNEYMAN MEMBERS OF LOCAL 39. 4580155 true true false false false false false false false false true false false true true true true false true false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 4 0 true 44 true false false false false false false false false false false false false X 4 4 false false false false false false false true false false false true false true true true true false CA X MATT FREDIANI 4152853939 560 BARNEVELD AVENUE San Francisco CA 94598 X MATT FREDIANI Dir. of Training 40.0 0.0 X 242327 0 98415 GEORGE PANTELL TRAINING COORDINATOR 40.0 0.0 X 237948 0 83855 THOMAS CRANE TRAINING COORDINATOR 40.0 0.0 X 235046 0 61683 BRYAN C WHITE TRAINING COORDINATOR 40.0 0.0 X 169855 0 62021 REBECCA RODRIGUEZ TRAINING COORDINATOR 40.0 0.0 X 146426 0 83855 Marc Intermaggio Trustee 0.1 0.0 X 0 0 0 Jim Johnson Trustee 0.1 0.0 X 0 0 0 TIMOTHY EGGEN TRUSTEE 0.1 0.0 X 0 0 0 JAIME J VEGA TRUSTEE 0.1 0.0 X 0 0 0 1031602 0 389829 5 false true false BETAT ADVISORIES LLC 371 NEVADA STREET SUITE 8029 AUBURN CA 95603 CONSULTING 119959 1 1002857 1002857 EMPLOYER CONTRIBUTIONS 900099 5818339 5818339 REGISTRATION FEES 900099 211653 211653 OTHER INCOME 900099 61674 61674 6091666 305805 305805 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7400328 6091666 0 305805 0 0 0 0 340742 340742 0 1508871 1508871 191018 191018 100395 100395 128089 128089 72462 72462 54451 54451 99958 99958 0 0 0 125179 125179 0 171901 171901 80265 80265 0 618856 618856 0 0 17502 17502 0 0 349415 349415 74286 74286 EDUCATION EXPENSE 870521 870521 0 0 DUES 1350 1350 MISCELLANEOUS 963 963 REIMBURSEMENTS 802 802 4807026 4580155 226871 0 37756 4191 6606964 10393412 0 0 2030767 568896 0 0 0 0 0 0 0 0 64933 34148 5467629 3368633 1829526 2098996 0 0 0 0 0 0 0 0 1566662 1295783 12136608 14395426 70272 68226 0 0 27725 0 0 0 0 0 0 0 0 0 0 0 1671544 1366831 1769541 1435057 X 0 0 0 0 10367067 12960369 10367067 12960369 12136608 14395426 2593302 X X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3332681 1989974 1342707 2134948 1378659 756289 2098996 SECURITY DEPOSITS 16552 RIGHT OF USE ASSET 1279231 1295783 0 LEASE LIABILITIES 1283877 ACCRUED VACATION 82954 1366831 X 7400328 7400328 7400328 4807026 4807026 4807026 FORM 990, SCHEDULE D, PART X, LINE 2: THE PLAN'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2025 AND 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. true true true true true true true false false false false false false false false true false true PART I, LINE 3 THE COURSE CATALOG CONTAINS A NON-DISCRIMINATION CLAUSE. IN ADDITION, THE ORGANIZATION'S EQUAL OPPORTUNITY PLEDGE IS POSTED ON ITS WEBSITE. false false false false false false false false false MATT FREDIANI Dir. of Training 242327 0 0 0 0 0 67505 0 30910 0 340742 0 0 0 GEORGE PANTELL TRAINING COORDINATOR 237948 0 0 0 0 0 52945 0 30910 0 321803 0 0 0 THOMAS CRANE TRAINING COORDINATOR 235046 0 0 0 0 0 43798 0 17885 0 296729 0 0 0 BRYAN C WHITE TRAINING COORDINATOR 169855 0 0 0 0 0 41331 0 20690 0 231876 0 0 0 REBECCA RODRIGUEZ TRAINING COORDINATOR 146426 0 0 0 0 0 52945 0 30910 0 230281 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B: THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE ORGANIZATION'S GOVERNING BOARD OF TRUSTEES FOR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 15: IN DETERMINING THE COMPENSATION FOR THE TRUST'S EMPLOYEES, INCLUDING THE SECRETARY, THE WAGE RATES PER THE COLLECTIVE BARGAINING AGREEMENTS FOR MEMBERS OF IUOE STATIONARY ENGINEERS LOCAL 39 ARE REVIEWED BY THE GOVERNING BODY. AN AVERAGE OF THE APPLICABLE RATES IS THEN CALCULATED AND ALSO REVIEWED BY THE GOVERNING BODY. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.