2024-03-15T06:44:12-05:00 2023-04-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2022-05-01 113522006 LOCAL 355 USW JOINT APPRENTICESHIP AND TRAINING FUND LOCA 9292441222 145 HUGUENOT STREET 100 NEW ROCHELLE NY 10801 WILLIAM SWEENEY FUND ADMINISTRATOR 7186584848 2024-03-14 1 WILLIAM SWEENEY 999009999 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-03-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WILLIAM SWEENEY 145 HUGUENOT STREET 100 NEW ROCHELLE NY 10801 1031288 0 X N/A X 2002 NY TO PROVIDE APPRENTICESHIP TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 6 6 16 0 0 0 100812 25000 777172 963322 781 42966 59258 0 938023 1031288 0 0 0 0 373580 385525 0 0 0 477409 571727 850989 957252 87034 74036 1667110 1752560 44369 55783 1622741 1696777 TO PROVIDE APPRENTICESHIP TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 0 0 594311 963322 TO PROVIDE APPRENTICESHIP TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS. 594311 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 0 0 1 6 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X WILLIAM SWEENEY 9292441222 145 HUGUENOT STREET SUITE 100 NEW ROCHELLE NY 10801 X X JOSEPH LORUSSO EMPLOYER TRUSTEE 10.00 X 0 0 0 WALTER J PRYDATKO EMPLOYER TRUSTEE 10.00 X 0 0 0 GANDOLFO SCHIAVONE EMPLOYER TRUSTEE 10.00 X 0 0 0 LORI AMES UNION TRUSTEE 70.00 X 0 0 0 KEVIN BARRY UNION TRUSTEE 65.00 X 0 0 0 JONATHAN S AMES UNION TRUSTEE 70.00 X 0 0 0 WILLIAM SWEENEY FUND ADMINISTRATOR 65.00 X 0 0 0 BRIAN KEATING DIRECTOR 40.00 X 202200 0 34756 202200 0 34756 1 0 1 1 0 25000 25000 EMPLOYERS CONTRIBUTION 900099 963272 963272 TRAINING COURSES 900099 50 50 963322 42966 42966 1031288 963322 0 42966 246096 246096 114150 114150 25279 25279 30583 30583 25090 25090 168 168 40384 40384 169938 169363 575 888 888 3000 3000 11635 6113 5522 REIMB P/R,TAXES&BENEFIT 238350 238350 REPAIRS AND MAINTENANCE 32074 13525 18549 TRAINING COURSES 19617 19617 957252 594311 362941 0 41211 82449 1460026 1492680 142645 148412 13183 14187 634022 619190 10045 14832 1667110 1752560 44369 43600 0 12183 44369 55783 X 0 0 0 0 1622741 1696777 1622741 1696777 1667110 1752560 74036 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 425341 410509 14832 191347 191347 0 17334 17334 0 14832 DUE TO AFFILIATES 12183 12183 X 1031288 0 1031288 0 1031288 957252 0 957252 0 957252 PART X, LINE 2: THE PLAN IS INTENDED TO BE EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), AS AMENDED AND HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED DECEMBER, 2004. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN'S TRUSTEES AND THE PLAN'S COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN'S MANAGEMENT EVALUATES TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZES A TAX LIABILITY OR ASSET IF AN UNCERTAIN TAX POSITION WAS TAKEN AND IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLISHED ANNUALLY IN LOCAL NEWSPAPER. SCHEDULE E, PART I, LINE 4 (B) NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE PROVIDED. (D) NO CONTRIBUTIONS ARE SOLICITED. X 0 0 0 0 0 0 0 0 0 BRIAN KEATING DIRECTOR 184800 0 11400 0 6000 0 0 0 34756 0 236956 0 0 0 SCHEDULE J, PAGE 3, PART III COMPENSATION FROM UNRELATED ORGANIZATION: WILLIAM SWEENEY - TOTAL COMPENSATION REPORTED BY UNITED SERVICE WORKERS UNION, IUJAT - NATIONAL UNION (UNRELATED ORGANIZATION) AMOUNTED TO $394,474 CONSISTING OF $322,793 IN REPORTABLE W-2 COMPENSATION AND $71,681 IN CONTRIBUTIONS TO EMPLOYEE BENEFIT PLANS. 1% OF SALARIES AND BENEFITS PAID IS REIMBURSED BY THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 2 JONATHAN S. AMES AND LORI AMES - FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 WAS PREPARED BY THE OUTSIDE ACCOUNTING FIRM WITH ASSISTANCE FROM FUND PERSONNEL AND LEGAL COUNSEL AND PRESENTED TO THE CONTROLLER FOR INITIAL REVIEW. THE CONTROLLER THEN CIRCULATED A COPY OF THE DRAFT FORM 990 TO THE FUND ADMINISTRATOR, FUND'S TRUSTEES, OFFICERS AND LEGAL COUNSEL. AFTER FURTHER REVIEW AND COMPLETION OF ANY OPEN ITEMS, THE FINAL DOCUMENT WAS CIRCULATED TO ALL OF THE OFFICERS AND TRUSTEES, WHO, AFTER THEIR OWN REVIEW, WERE CANVASSED FOR APPROVAL, ACCEPTANCE AND AUTHORIZATION TO FILE THE FORM 990 BEFORE ITS DUE DATE. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES OF THE FUND AT THEIR REGULAR MEETINGS TAKE UP THE BUSINESS OF THE ORGANIZATION WHICH MAY INCLUDE INSTANCES WHERE A CONFLICT OF INTEREST MAY HAVE OCCURRED OR IS SUBJECT OF DISCUSSION. IF A CONFLICT OF INTEREST IS PRESENTED, THE TRUSTEES TAKE APPROPRIATE ACTION WITH ANY CONFLICTED MEMBER ABSTAINING FROM PARTICIPATION IN THE DISCUSSION AND VOTE. ALL TRUSTEES, OFFICERS AND EMPLOYEES ARE COVERED BY THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATMENTS ARE AVAILABLE TO ALL MEMBERS UPON REQUEST. DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC TO THE EXTENT REQUIRED BY LAW. FORM 990, PART VII - COLUMN (B) AVG HOURS HOURS RECORDED ARE AN ESTIMATE OF AVERAGE HOURS WORKED PER WEEK AMONGST THE TAX EXEMPT ORGANIZATIONS THAT THE INDIVIDUAL HOLDS POSITIONS IN, WHERE WORK IS ASSIGNED AS A REQUIRED COMPONENT OF THE PERSON'S PRIMARY EMPLOYMENT. AS ALLOCATED, WORK TIME IS DEVOTED TO PROVIDE NECESSARY SUPPORT AND SERVICES NEEDED BY THE RESPECTIVE ORGANIZATIONS' PROGRAMS. UNITED SERVICE WORKERS LABOR MANAGEMENT CORP 145 HUGUENOT STREET SUITE 100 NEW ROCHELLE NY 10801 453022714 SEE SCH R. PART VII NY 501(C)(6) N/A N/A 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 UNITED SERVICE WORKERS LABOR MANAGEMENT CORP C 25000 AMOUNT RECEIVED FORM 990, SCHEDULE R, PART II - LINE B PRIMARY ACTIVITY: THE PURPOSE OF THE UNITED SERVICE WORKERS LABOR MANAGEMENT CORPORATION IS TO IMPROVE THE COMMUNICATION AND EXCHANGE OF INFORMATION BETWEEN REPRESENTATIVES OF LABOR AND MANAGEMENT IN THE INDUSTRY BY PROVIDING WORKERS AND EMPLOYERS WITH OPPORTUNITIES TO STUDY AND EXPLORE NEW AND INNOVATIVE JOINT APPROACHES TO ACHIEVING ORGANIZATIONAL EFFECTIVENESS, ASSISTING IN SOLVING PROBLEMS OF MUTUAL CONCERN THAT ARE NOT SUSCEPTIBLE TO RESOLUTION WITHIN THE COLLECTIVE BARGAINING PROCESS, STUDY AND EXPLORING WAYS OF ELIMINATING POTENTIAL PROBLEMS WHICH REDUCE THE COMPETITIVENESS AND INHIBIT THE DEVELOPMENT OF THE CONSTRUCTION INDUSTRY, ENHANCING THE INVOLVEMENT OF WORKERS IN MAKING DECISIONS THAT AFFECT THEIR WORKERS AND MANAGERS AND ENCOURAGING FREE COLLECTIVE BARGAINING AND MEDIATION BY ESTABLISHING CONTINUING MECHANISMS FOR COMMUNICATION BETWEEN THE EMPLOYERS AND EMPLOYEES.