2024-04-09T14:23:53-05:00 2023-05-31 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2022-06-01 411335708 IUOE & ASSOC GENERAL CONTRACTORS OF MN APPRENTICESHIP & TRAINING PROGRAM IUOE 3203847093 40276 FISHTAIL ROAD HINCKLEY MN 55037 JASON GEORGE CHAIRMAN 3203847093 2024-04-09 1 JASON GEORGE 999009999 0 ERIC C BAERTSCH P00964071 9528413950 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JASON GEORGE 40276 FISHTAIL ROAD HINCKLEY MN 55037 14505484 0 X WWW.LOCAL49TRAINING.ORG X 1978 MN APPRENTICESHIP AND TRAINING PROGRAM 8 8 64 0 0 0 56430 27500 8368361 8313298 225316 140823 52360 119076 8702467 8600697 0 0 0 0 4296243 5543930 0 0 0 4384494 5893752 8680737 11437682 21730 -2836985 26199271 23051708 274030 243377 25925241 22808331 APPRENTICESHIP AND TRAINING PROGRAM 0 0 9841976 8313298 THE TRUST FUND WAS CREATED FOR THE PURPOSE OF FUNDING RECRUITING, APPRENTICESHIP, AND TRAINING FOR OPERATING ENGINEERS AND RETRAINING OR REFRESHER TRAINING FOR OPERATING ENGINEERS WHO ARE NOW OR HEREAFTER EMPLOYED BY THE EMPLOYERS UNDER AGREEMENTS WITH THE UNION. 9841976 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 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 1 0 1 0 1 6 0 1 64 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MN X WILSON-MCSHANE CORPORATION 9528540795 3001 METRO DRIVE SUITE 500 BLOOMINGTON MN 55425 X JASON GEORGE CHAIRMAN 1.00 0.25 X 0 0 0 JEFF CARLSON SECRETARY 1.00 0.25 X 0 0 0 JOSH HEGGE TRUSTEE - PAST 1.00 0.25 X 0 0 0 LAWRENCE GEISLINGER JR TRUSTEE 1.00 0.25 X 0 0 0 NATHAN SOGGE TRUSTEE 1.00 0.25 X 0 0 0 TONY PETERSON TRUSTEE 1.00 0.25 X 0 0 0 MARK RYAN TRUSTEE 1.00 0.25 X 0 0 0 MATT COZ TRUSTEE 1.00 0.25 X 0 0 0 TOM MCCROSSAN ALTERNATE TRUSTEE 1.00 0.25 X 0 0 0 MARK POTHEN ALTERNATE TRUSTEE 1.00 0.25 X 0 0 0 BRYAN ABEL INSTRUCTOR 40.00 0.25 X 172297 0 104376 GEOFFERY MOVOLD TRAINING DIRECTOR 40.00 0.25 X 135917 0 71553 STEVEN TUHY INSTRUCTOR 40.00 0.25 X 116106 0 66044 DALE KILBY JR INSTRUCTOR 40.00 0.25 X 108561 0 65236 TRAVIS WOLFE INSTRUCTOR 40.00 0.25 X 107718 0 66402 640599 0 373611 10 0 1 0 0 27500 27500 EMPLOYER CONTRIBUTIONS 900099 7882545 7882545 TRAINING FEES 900099 429430 429430 LIQUIDATED DAMAGES 900099 1323 1323 8313298 193523 193523 5852087 5904787 -52700 -52700 -52700 REFUNDS AND REIMBS 900099 68731 68731 SUPPLIES FOR RESALE 900099 45687 45687 VENDING INCOME 900099 4658 4658 119076 8600697 8313298 0 259899 3272114 2885540 386574 1163587 1043846 119741 714277 624668 89609 393952 360527 33425 33294 33294 12635 12635 16648 16648 84798 84798 15485 15485 229254 26973 202281 360000 360000 295700 295700 80299 65119 15180 676700 643919 32781 115342 53862 61480 EQUIPMENT LEASE/RENTAL 1428499 1412784 15715 TRAINING 809966 809966 OUTSOURCE TRAINING 644109 644109 TRAINING EQUIPMENT FUEL 454598 454598 636425 520365 116060 11437682 9841976 1595706 0 2874137 525329 1136053 811046 1171140 982786 59347 152349 8558102 5658671 3086548 2899431 6241172 6239669 11630874 11441098 26199271 23051708 49651 21446 224379 221931 274030 243377 X 0 0 0 0 25925241 22808331 25925241 22808331 26199271 23051708 X -2836985 -90149 -189776 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8558102 5658671 2899431 2899431 INVESTMENT IN I.U.O.E. 49 AGC BUILDING CORPORATION 11441098 11441098 ACCRUED SALARIES AND PAYROLL TAXES 48615 ACCRUED BENEFIT CONTRIBUTIONS 16219 ACCRUED SICK AND PERSONAL LEAVE 157097 221931 X PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE FUND TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE RACIAL NONDISCRIMINATORY POLICY OF THE FUND IS MADE KNOWN THROUGH THE USE OF LITERATURE WHICH HAS BEEN DISTRIBUTED TO CONTACT AGENCIES DURING APPLICATION ACCEPTANCE PERIODS. X 0 0 0 0 0 0 0 0 0 BRYAN ABEL INSTRUCTOR 172297 0 0 0 0 0 69480 0 34896 0 276673 0 0 0 GEOFFERY MOVOLD TRAINING DIRECTOR 135917 0 0 0 0 0 50319 0 21234 0 207470 0 0 0 STEVEN TUHY INSTRUCTOR 116106 0 0 0 0 0 44794 0 21250 0 182150 0 0 0 TRAVIS WOLFE INSTRUCTOR 107718 0 0 0 0 0 44017 0 22385 0 174120 0 0 0 DALE KILBY JR INSTRUCTOR 108561 0 0 0 0 0 44049 0 21187 0 173797 0 0 0 PART I, LINE 3 THE TRAINING DIRECTOR'S COMPENSATION PACKAGE IS APPROVED ANNUALLY BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7A ON THE UNION SIDE, CURRENT UNION TRUSTEES APPOINT INCOMING UNION TRUSTEES IF A POSITION IS VACANT. ON THE EMPLOYER SIDE, CURRENT EMPLOYER TRUSTEES APPOINT INCOMING EMPLOYER TRUSTEES IF A POSITION IS VACANT. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE TRAINING DIRECTOR AND ENTIRE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C TO ENSURE THE PROGRAM OPERATES IN A MANNER CONSISTENT WITH ITS PURPOSE AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS LAWFUL STATUS AND FIDUCIARY OBLIGATIONS, PERIODIC REVIEWS OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ARE CONDUCTED. FORM 990, PART VI, SECTION C, LINE 19 THE PROGRAM'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST AT THE PROGRAM'S OFFICE IN HINCKLEY, MN. FORM 990, PART XI, LINE 9: DECREASE IN INVESTMENT IN I.U.O.E. 49 AGC BUILDING CORPORATION -189,776. IUOE 49 AGC BUILDING CORPORATION 40276 FISHTAIL ROAD HINCKLEY MN 55037 812121619 TO HOLD TITLE TO PROPERTY MN 501(C)(2) IUOE & AGC OF MN APPRENTICESHIP & TRAINING PROGRAM 1 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 IUOE 49 AGC BUILDING CORPORATION K 360000 COST IUOE 49 AGC BUILDING CORPORATION R 116060 COST