2024-05-15T09:07:14-05:00 2023-06-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2022-07-01 521923143 IUPAT - FINISHING TRADES INSTITUTE IUPA 4105645850 7230 PARKWAY DRIVE HANOVER MD 21076 JAMES A WILLIAMS JR TRUSTEE/CO-CHAIRMAN 4105645850 2024-05-15 1 JAMES WILLIAMS JR 999009999 0 ANTHONY VOGT CPA P01385419 6106689400 2024-05-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES A WILLIAMS JR 7234 PARKWAY DRIVE HANOVER MD 21076 13061615 0 X HTTPS://WWW.IFTI.EDU/ X 1995 MD THE PURPOSE OF THE FTI IS TO ESTABLISH AND MAINTAIN JOINT APPRENTICESHIP AND VOCATIONAL TRAINING, EDUCATION AND RETRAINING PROGRAMS AND TO ENSURE THAT ALL TRAINING AND APPRENTICESHIP PROGRAMS THROUGHOUT THE UNITED STATES AND CANADA ARE MAINTAINED AT THE HIGHEST LEVEL OF QUALITY. 14 14 17 0 0 0 211235 271565 7703596 8383678 123037 216605 189913 252955 8227781 9124803 0 0 0 0 2659965 2544140 0 0 0 6035546 7309830 8695511 9853970 -467730 -729167 15978358 18442178 991245 4237287 14987113 14204891 X THE PURPOSE OF THE FTI IS TO ESTABLISH AND MAINTAIN JOINT APPRENTICESHIP AND VOCATIONAL TRAINING, EDUCATION AND RETRAINING PROGRAMS AND TO ENSURE THAT ALL TRAINING AND APPRENTICESHIP PROGRAMS THROUGHOUT THE UNITED STATES AND CANADA ARE MAINTAINED AT THE HIGHEST LEVEL OF QUALITY. 0 0 6743764 8463676 DEVELOPED, PROMOTED AND CONDUCTED TRAINING AND EDUCATION COURSES, CONFERENCES, SEMINARS, CONTESTS AND AWARDS FOR WORKERS TO LEARN THE TRADES REPRESENTED BY THE INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES, AFL-CIO AND TO ENHANCE THE JOB SKILLS OF EXPERIENCED UNION MEMBERS. 6743764 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 20 0 1 17 1 0 1 CA 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X RON KNIESS 4105645900 7234 PARKWAY DRIVE HANOVER MD 21076 JAMES WILLIAMS JR CO-CHAIRMAN 1.00 X 0 0 0 PETER CAFIERO CO-CHAIRMAN 1.00 X 0 0 0 GREGG SMITH TRUSTEE 1.00 X 0 0 0 THOMAS CORBETT TRUSTEE 1.00 X 0 0 0 PAUL CANNING TRUSTEE 1.00 X 0 0 0 JEFFERY DREISWERD TRUSTEE 1.00 X 0 0 0 CHARLIE MEADOWS TRUSTEE 1.00 X 0 0 0 LEONIDAS FOTAKOS TRUSTEE 1.00 X 0 0 0 MIKE GUTIERREZ TRUSTEE 1.00 X 0 0 0 DAVID W JOHNSON TRUSTEE 1.00 X 0 0 0 JAMES BRINGLE TRUSTEE 1.00 X 0 0 0 ROBERT KUCHERAN TRUSTEE 1.00 X 0 0 0 LEE SULLIVAN TRUSTEE 1.00 X 0 0 0 BRIAN COURTIEN TRUSTEE 1.00 X 0 0 0 ANTON RUESING DIRECTOR 20.00 20.00 X 0 230575 44797 BERNARD MIZULA APPRENTICE & TRAINING REP 40.00 X 154926 0 36315 THOMAS PFUNDSTEIN DIRECTOR OF CURRICULUM & I 40.00 X 154445 0 37290 ANTIONETTE GREEN APPRENTICE & TRAINING REP 40.00 X 144798 0 36427 MATTHEW FOX APPRENTICE & TRAINING REP 40.00 X 135168 0 36254 KENNETH G SEAL APPRENTICE & TRAINING REP 40.00 X 128960 0 36410 718297 230575 227493 7 0 1 0 IUPAT BUILDING CORP 7234 PARKWAY DRIVE HANOVER MD 21076 RENTAL SERVICES 1484791 AGMCC 205 WEST MAIN ST SACKETS HARBOR NY 13685 CONTINUING EDUCATION SERVICES 1045075 AMPP 5 PARK TEN PLACE HOUSTON TX 77084 CONTINUING EDUCATION SERVICES 522712 IUPAT GENERAL FUND 7234 PARKWAY DRIVE HANOVER MD 21076 ADMINISTRATIVE SERVICES 516812 THE K-LEARNING GROUP 1701 CABIN BRANCH DR CHEVERLY MD 20785 CONTINUING EDUCATION SERVICES 186923 6 271565 271565 EMPLOYER CONTRIBUTIONS 900099 8378530 8378530 EXPENSE REIMBURSEMENTS 900099 5148 5148 8383678 251315 251315 42315 0 42315 42315 42315 3902102 3926519 10293 -24417 -10293 -34710 -34710 MISCELLANEOUS INCOME 900099 130642 130642 ADMIN REIMBURSEMENT 900099 79998 79998 210640 9124803 8463676 0 389562 1575619 900837 674782 451118 253064 198054 393122 220531 172591 124281 69719 54562 52442 52442 224536 224536 28101 28101 127367 127367 8897 8897 150061 21081 128980 152459 152459 1192396 437336 755060 389082 219334 169748 33661 33661 27904 27904 104813 104813 CONTINUING EDUCATION 4364006 4364006 LOCAL UNION AND DISTRIC 208573 208573 SHARED PERSONNEL SERVIC 130934 130934 LEASE AMORTIZATION 46221 46221 68377 49283 19094 9853970 6743764 3110206 0 1599813 1506251 3800103 2820829 82529 2926356 2910657 21196 17856 135421 132836 1385898 1231755 115840 154143 5325672 5319633 1932990 1983550 3325302 120967 188592 15978358 18442178 712729 471230 278516 3766057 991245 4237287 X 14987113 14204891 14987113 14204891 15978358 18442178 X -729167 65314 -118369 X X 0 1 X 1 0 X 122424 412231 376252 211325 271565 1393797 9098783 9271550 7268871 7684950 8378530 41702684 9221207 9683781 7645123 7896275 8650095 43096481 0 0 0 43096481 213034 187448 133068 107791 251315 892656 213034 187448 133068 107791 251315 892656 250653 133845 42888 171199 215788 814373 9684894 10005074 7821079 8175265 9117198 44803510 0.96190 0.96810 0.01990 0.01570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 254315 253195 1120 769738 616738 153000 361845 361822 23 154143 POOLED SEPARATE ACCOUNT 1983550 F 1983550 DUE TO INT'L PAINTERS AND ALLIED TRADES INDUSTRY PENSION PLAN 29098 DUE TO IUPAT LMCI 34807 DUE TO OTHERS 510 DUE TO IUPAT 64620 DUE TO IUPAT BUILDING CORP 265500 OPERATING LEASE OBLIGATION 3371522 3766057 X 9172309 65314 65314 9106995 28101 -10293 17808 9124803 9954531 128662 128662 9825869 28101 28101 9853970 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FTI AND RECOGNIZE A TAX LIABILITY IF THE FTI 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 FTI 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 THE FTI. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS -10,293. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON FOREIGN CURRENCY TRANSLATION 118,369. LOSS ON DISPOSAL OF FIXED ASSETS 10,293. NORTH AMERICA PROGRAM SERVICE ACTIVITIES, GRANTS TO RECIPIENTS LOCATED IN THE REGION TRAVEL AND ADMINISTRATIVE EXPENSES FOR CANADIAN EMPLOYEE. THE ORGANIZATION RECEIVED $369,625 (U.S. DOLLARS) IN EMPLOYER CONTRIBUTION REVENUE FROM 6 CANADIAN AFFILIATES. 68933 0 0 0 0 0 0 68933 0 68933 0 0 0 0 0 0 PART I, LINE 2: THE ORGANIZATION MONITORS ALL ACTIVITIES WITH CANADIAN AFFILIATES IN ITS BOOKS AND RECORDS WHICH ARE RECONCILED MONTHLY. PART I, LINE 3: ACCRUAL BASIS OF ACCOUNTING. PART III ACCOUNTING METHOD: X 0 0 0 0 0 0 0 0 0 ANTON RUESING DIRECTOR 0 230575 0 0 0 0 0 16071 0 28726 0 275372 0 0 BERNARD MIZULA APPRENTICE & TRAINING REP 154926 0 0 0 0 0 9502 0 26813 0 191241 0 0 0 THOMAS PFUNDSTEIN DIRECTOR OF CURRICULUM & I 154445 0 0 0 0 0 10477 0 26813 0 191735 0 0 0 ANTIONETTE GREEN APPRENTICE & TRAINING REP 144798 0 0 0 0 0 9614 0 26813 0 181225 0 0 0 MATTHEW FOX APPRENTICE & TRAINING REP 135168 0 0 0 0 0 9441 0 26813 0 171422 0 0 0 KENNETH G SEAL APPRENTICE & TRAINING REP 128960 0 0 0 0 0 9597 0 26813 0 165370 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B IUPAT - FINISHING TRADES INSTITUTE'S (FTI) FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT WHO THEN FORWARDS THE RETURN TO FTI'S ADMINISTRATOR, WHO REVIEWS AND AUTHORIZES FOR FILING. THE GOVERNING BODY IS PROVIDED AN ELECTRONIC COPY OF FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 IUPAT - FINISHING TRADES INSTITUTE MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: LOSS ON FOREIGN CURRENCY TRANSLATION -118,369. FORM 990, PART XII, LINE 2C IUPAT - FINISHING TRADES INSTITUTE'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT THAT PERFORMS THE AUDIT. FORM 990, PART VI, LINE 15A & 15B THE BOARD CO-CHAIRS REVIEW THE SALARIES FOR THE ADMINISTRATOR AND OTHER EXECUTIVE STAFF AND THEN MAKE A RECOMMENDATION TO THE FULL BOARD FOR APPROVAL. THE PAINTERS AND ALLIED TRADES LMCI 7230 PARKWAY DRIVE HANOVER MD 21076 526776506 LABOR UNION - MANAGEMENT COOPERATIVE MD 501(C)(5) 0 FINISHING TRADES INSTITUTE 401(K) 7234 PARKWAY DRIVE HANOVER MD 21076 521923143 QUALIFIED RETIREMENT 401(K) PLAN MD 401(A)/501(A) 0 FINISHING INDUSTRY LABOR MANAGEMENT PARTNERSHIP 7230 PARKWAY DRIVE HANOVER MD 21076 832588507 LABOR UNION - MANAGEMENT COOPERATIVE MD 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 THE PAINTERS AND ALLIED TRADES LMCI P 126909 FMV THE PAINTERS AND ALLIED TRADES LMCI Q 49280 FMV