2024-10-25T06:46:49-05:00 2023-12-31 741695589 HARPER & PEARSON COMPANY PC ONE RIVERWAY SUITE 1900 HOUSTON TX 77056 990 2023-01-01 741647406 SAN ANTONIO ELECTRICAL VACATION & HOLIDAY TRUST SANA 5052658422 6121 INDIAN SCHOOL ROAD NE 123 ALBUQUERQUE NM 87710 GARY AIKEN TRUSTEE 5052658422 2024-10-25 1 0 KEVIN E BIENVENU CPA P00079403 7136222310 2023 2024-10-15 13:58:12Z GARY AIKEN 6121 INDIAN SCHOOL ROAD NE SUITE 123 ALBURQUERQUE MN 87710 3818766 0 X N/A X 1972 TX THE SOLE PURPOSE OF THE LOCAL UNION FUND IS TO PROVIDE FOR VACATION AND HOLIDAY BENEFITS EARNED BY ITS MEMBERS WHO ARE EMPLOYED BY UNION CONTRACTORS. 6 6 0 0 0 0 0 0 3040481 3817575 525 1191 0 0 3041006 3818766 0 0 3168439 3196000 0 0 0 0 0 29323 83961 3197762 3279961 -156756 538805 839843 1378648 0 0 839843 1378648 THE SOLE PURPOSE OF THE LOCAL UNION FUND IS TO PROVIDE FOR VACATION BENEFITS EARNED BY ITS MEMBERS WHO ARE EMPLOYED BY UNION CONTRACTORS. 0 0 3245346 3818766 THE SOLE PURPOSE OF THE LOCAL UNION FUND IS TO PROVIDE FOR VACATION BENEFITS EARNED BY ITS MEMBERS WHO ARE EMPLOYED BY UNION CONTRACTORS. 3245346 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X SOUTHWEST SERVICE ADMINISTRATORS 5052658422 6121 INDIAN SCHOOL ROAD NE SUITE ALBURQUERQUE MN 87710 X GARY AIKEN BOARD CHAIRMAN 1.00 40.00 X 0 0 0 MIKE HERNANDEZ TRUSTEE 1.00 40.00 X X 0 0 0 DAVID ARIAS TRUSTEE 1.00 X 0 0 0 SARAH LIVAR TRUSTEE 1.00 X 0 0 0 LESLIE MOYNAHAN BOARD SECRETARY 1.00 X X 0 0 0 KRYSTI SEIBERT TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 MEMBERSHIP DUES & ASSE 525100 3817575 3817575 3817575 1191 1191 3818766 3817575 0 1191 3196000 3196000 14000 14000 2482 2482 17000 17000 49346 49346 1065 1065 68 68 3279961 3245346 34615 0 630509 933735 209334 444913 839843 1378648 0 0 X 839843 1378648 0 0 0 0 839843 1378648 839843 1378648 538805 0 X X 0 1 X 1 0 0 X 3818766 0 3818766 0 3818766 3279961 0 3279961 0 3279961 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS RULED THAT THE FUND QUALIFIES UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE FUND RECEIVED A FAVORABLE DETERMINATION LETTER DATED NOVEMBER 9, 1972 FROM THE INTERNAL REVENUE SERVICE. THE FUND HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. THE TRUSTEES ARE OF THE OPINION THAT THE FUND CONTINUES TO BE EXEMPT FROM FEDERAL INCOME TAXES AND CONTINUEW TO CONFORM TO THE REQUIREMENTS OF ERISA. THE FUND BELIEVES THAT ALL SIGNIFICANT TAX POSITIONS UTILIZED BY THE FUND WILL MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION. AS OF DECEMBER 31, 2023, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BY THE MAJOR TAX JURISDICTIONS UNDER THE STATUTE OF LIMITATIONS ARE FROM THE YEAR 2020 FORWARD (WITH LIMITED EXCEPTIONS). TAX PENALITIES AND INTEREST, IF ANY, WOULD BE ACCRUED AS INCURRED AND WOULD BE CLASSIFIED AS TAX EXPENSE IN THE STATEMENT OF CHANGES IN BENEFIT OBLIGATIONS AND NET ASSETS AVAILABLE FOR BENEFITS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS PROVIDED TO EXECUTIVE DIRECTOR FOR REVIEW AND DISTRIBUTION TO BOARD MEMBERS AS MIGHT BE DEEMED NECESSARY PRIOR TO THE FILING DEADLINE. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE REQUIRED TO COMPLETE ANNUALLY (OR AS OTHERWISE SCHEDULED BY THE BOARD), A DISCLOSURE FORM REGARDING ANY CONFLICT OF INTEREST DESCRIBED IN THE POLICY. THE BOARD SHALL BE RESPONSIBLE FOR OVERSIGHT OF ALL DISCLOSURES OR FAILURES TO DISCLOSE, AND FOR TAKING APPROPRIATE ACTION IN THE CASE OF ANY CONFLICT OF INTEREST TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANICAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST AND SUBSEQUENT APPROVAL BY THE BOARD. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE HAS THE RESPONSIBILITY FOR AUDITOR SELECTION AND OVERSIGHT OVER THE AUDIT PROCESS. INTL BROTHERHOOD ELEC WORKERS UNION 3518 N LOOP 1604 EAST SAN ANTONIO TX 78247 UNION PROVIDES RELATIONSHIP ACTIVITIES TX 501(C)(5) N/A 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0