2026-08-31T18:09:14-05:00 2025-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT ROAD 5TH FLOOR BALA CYNWYD PA 19004 990 2025-01-01 232591093 ALLIED TRADES ASSISTANCE PROGRAM ALLI 2156778820 4170 WOODHAVEN RD PHILADELPHIA PA 19154 KENNETH SERVISS EXECUTIVE DIRECTOR 2156778820 2026-08-31 1 ANTHONY VOGT CPA P01385419 6106689400 2026-08-31 2025 KENNETH SERVISS 4170 WOODHAVEN RD PHILADELPHIA PA 19154 1363489 0 X HTTP://ALLIEDTRADES-ONLINE.COM/ X 1990 PA THE PURPOSE OF THE ALLIED TRADES ASSISTANCE PROGRAM (ATAP) IS TO PROVIDE A REFERRAL SERVICE FOR MEMBERS, RETIREES AND THEIR DEPENDENTS OF THE BUILDING TRADES UNIONS IN THE PHILADELPHIA AREA FOR MENTAL HEALTH, DRUG AND ALCOHOL TREATMENT. 21 21 12 0 0 0 0 18742 1243618 1301332 32329 43415 0 0 1275947 1363489 0 0 0 0 1001767 1038355 0 0 0 286848 312253 1288615 1350608 -12668 12881 2315413 2229976 1155436 1057118 1159977 1172858 THE PURPOSE OF THE ALLIED TRADES ASSISTANCE PROGRAM (ATAP) IS TO PROVIDE A REFERRAL SERVICE FOR MEMBERS, RETIREES AND THEIR DEPENDENTS OF THE BUILDING TRADES UNIONS IN THE PHILADELPHIA AREA FOR MENTAL HEALTH, DRUG AND ALCOHOL TREATMENT. 0 0 894018 1301332 THE PURPOSE OF THE ALLIED TRADES ASSISTANCE PROGRAM (ATAP) IS TO PROVIDE A REFERRAL SERVICE FOR MEMBERS, RETIREES AND THEIR DEPENDENTS OF THE BUILDING TRADES UNIONS IN THE PHILADELPHIA AREA FOR MENTAL HEALTH, DRUG AND ALCOHOL TREATMENT. 894018 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 2 0 12 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 0 1 1 0 0 1 0 0 0 0 0 0 X KEN SERVISS 2156778820 4170 WOODHAVEN RD PHILADELPHIA PA 19154 X CHRIS BOTT MEMBER, BOARD OF DIRECTORS (P) 1.00 X 0 0 0 MEGHAN BRODOWSKI MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MIKE BURNS MEMBER, BOARD OF DIRECTORS (P) 1.00 X 0 0 0 BRYAN BUSH MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 LEE W COLE JR MEMBER, BOARD OF DIRECTORS (P) 1.00 X 0 0 0 PATRICK CROWTHER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 KEVIN DEAN MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 ROBERT EELLS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 CHRISTOPHER GEORGE MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MICHAEL HACKENDORN MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 JOHN HEENAN MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 GEORGE HUTT MEMBER, BOARD OF DIRECTORS (P) 1.00 X 0 0 0 MARK KANE MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 WILLIAM KOLFENBACH MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 ED KRAWCZYK MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 WAYNE MILLER MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MARIA MORRIS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 JOE MOSKAUSKI MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 ALAN PARHAM MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 MIKE PREVITERA MEMBER, BOARD OF DIRECTORS 2.00 X 0 0 0 JIM ROCKS MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 CHRIS SCHEIBLEIN MEMBER, BOARD OF DIRECTORS (P) 1.00 X 0 0 0 DENNIS SIRAVO MEMBER, BOARD OF DIRECTORS 1.00 X 0 0 0 ROBERT WINTHER MEMBER, BOARD OF DIRECTORS (P) 1.00 X 0 0 0 RYAN BOYER PRESIDENT 1.00 X 0 0 0 STANLEY SANDERS SECRETARY 1.00 X 0 0 0 MATTHEW KEARNEY TREASURER 1.00 X 0 0 0 KEN SERVISS EXECUTIVE DIRECTOR 40.00 X 229304 0 7420 MARIANNE WOLFE MANAGED CARE SUPERVISOR 40.00 X 100625 0 21022 329929 0 28442 2 0 1 0 0 18742 18742 PER CAPITA 900099 1094261 1094261 ADMINISTRATIVE FEES 900099 202422 202422 SAP EVALUATION 900099 4649 4649 1301332 43415 43415 1363489 1301332 0 43415 236724 188104 48620 563844 448037 115807 94023 74712 19311 78812 62625 16187 64952 51612 13340 10000 10000 20388 20388 3257 3257 59168 59168 124718 124718 49669 39468 10201 19734 19734 5233 5233 3321 2639 682 5968 5968 CONTRIBUTIONS AND TESTI 7847 7847 EDUCATION EXPENSE 1854 1854 SUPPLIES AND POSTAGE 1096 1096 1350608 894018 456590 0 730929 566566 109531 51462 409463 510629 3206 3654 42610 29190 10821 13420 1042761 1084245 8702 2315413 2229976 49286 5944 65948 19674 1040202 1031500 1155436 1057118 X 1159977 1172858 1159977 1172858 2315413 2229976 12881 0 X X 0 1 X 1 0 X 990258 1049800 1110758 1243618 1320074 5714508 990258 1049800 1110758 1243618 1320074 5714508 0 0 0 5714508 106 11217 28084 32329 43415 115151 106 11217 28084 32329 43415 115151 990364 1061017 1138842 1275947 1363489 5829659 0.98020 0.99090 0.01980 0.00910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13797 12880 917 13950 4779 9171 14863 11531 3332 13420 ANNUITY CONTRACTS 1084245 F 1084245 ADVANCE DEPOSIT 1031500 1031500 X 1363489 0 1363489 0 1363489 1350608 0 1350608 0 1350608 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ALLIED TRADES ASSISTANCE PROGRAM (ATAP) AND TO RECOGNIZE A TAX LIABILITY IF ATAP 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. ATAP IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF ATAP. X 0 0 0 0 0 0 0 0 0 KEN SERVISS EXECUTIVE DIRECTOR 229304 0 0 0 0 0 0 0 7420 0 236724 0 0 0 HEATHER RUSSELL FAMILY RELATIONSHIP WITH KENNETH SERVISS, EXECUTIVE DIRECTOR 81966 EMPLOYEE COMPENSATION 0 FORM 990, PART VI, SECTION A, LINE 6 ALLIED TRADES ASSISTANCE PROGRAM (ATAP) IS A MEMBER ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A EACH MEMBER OF THE ORGANIZATION HAS THE RIGHT TO APPOINT A REPRESENTATIVE TO THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR FOR HIS REVIEW PRIOR TO SIGNING. FORM 990, PART VI, SECTION C, LINE 19 THE ALLIED TRADES ASSISTANCE PROGRAM'S (ATAP'S) GOVERNING DOCUMENTS, ORGANIZATION POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.