2024-04-17T11:14:53-05:00 2023-06-30 842885766 ROMOLO & ASSOCIATES LLC 1700 W LUTHY DRIVE PEORIA IL 61615 990 2022-07-01 370797955 PEORIA AREA ELECTRICIANS JOINT APPRENTICE TRAINING COMMITTEE PEOR 3096736900 4313 S ENTEC DRIVE BARTONVILLE IL 61607 MATTHEW ANDERSON TRAINING DIRECTOR 3096736900 2024-04-05 1 MATTHEW ANDERSON 999009999 0 MALLORY J ECKSTEIN P01970498 3096822001 2024-04-05 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MATTHEW ANDERSON 4313 S ENTEC DRIVE BARTONVILLE IL 61607 1319065 0 X N/A X 1982 IL TO PROVIDE TRAINING AND EDUCATION TO APPRENTICES IN THE ELECTRICAL TRADE 6 5 34 0 0 0 0 5000 966300 1156285 179 3667 174465 154113 1140944 1319065 0 0 0 0 384667 442723 0 0 0 599460 589854 984127 1032577 156817 286488 3278731 3284094 1692727 1411602 1586004 1872492 TO PROVIDE TRAINING AND EDUCATION TO PARTICIPANTS IN THE ELECTRICAL TRADE 0 0 822484 TO PROVIDE TRAINING AND EDUCATION TO APPRENTICES IN THE ELECTRICAL TRADE 822484 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 34 1 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 X MATTHEW ANDERSON 3096736900 4313 S ENTEC DRIVE BARTONVILLE IL 61607 TOM GRAY TRUSTEE 2.00 X 0 0 0 JAKE NAYLOR TRUSTEE 2.00 X X 0 0 0 MIKE GRADY PRESIDENT 2.00 X X 0 0 0 JOHN GARDNER JR TRUSTEE 2.00 X 0 0 0 ADAM LARSON TRUSTEE 2.00 X 1608 0 0 TIM SPROUT TRUSTEE 2.00 X 0 0 0 GEORGE RUDD TRUSTEE 2.00 X 1547 0 0 TERRY SMITH TRUSTEE 2.00 X 0 0 0 BRANDON CURRIE TRAINING ADMINISTRATOR 48.00 X 83130 0 90999 MATTHEW ANDERSON TRAINING ADMINISTRATOR 48.00 X 33357 0 20212 119642 0 111211 0 0 1 0 0 5000 5000 CONTRIBUTIONS 900099 1156285 1156285 1156285 3667 3667 BOOK RECEIPTS 900099 110195 110195 APPLICATION FEES 900099 12844 12844 FINES 900099 2095 2095 28979 28979 154113 1319065 1310398 0 3667 170490 170490 220504 156168 64336 6700 4770 1930 16320 16320 28709 23787 4922 5763 5763 15275 15275 54558 54558 54007 39129 14878 4717 4717 58464 58464 144429 116529 27900 21796 17585 4211 BOOK FEES 107333 107333 APPRENTICE CLASS EXPENS 96264 96264 INSTRUCTOR CLASSES 5273 5273 SHOP SUPPLIES 4764 4764 17211 17211 1032577 822484 210093 0 300 300 492438 625086 88784 107665 37848 31704 5245 5504 3673720 1159885 2654116 2513835 3278731 3284094 27146 19683 252 0 1665329 1391919 1692727 1411602 X 1586004 1872492 1586004 1872492 3278731 3284094 286488 0 X 0 1 X 0 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28670 28670 2884636 554738 2329898 20764 20477 287 702458 570457 132001 37192 14213 22979 2513835 X 1319065 0 1319065 0 1319065 1032577 0 1032577 0 1032577 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE (IRC), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE IRS IN MAY 1983, AND THE BOARD OF TRUSTEES BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF CHANGES IN NET ASSETS AVAILABLE FOR BENEFITS AND THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF NET ASSETS AVAILABLE FOR BENEFITS ARE $0. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THE BOARD OF TRUSTEES HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN HAS NEVER HAD UNRELATED BUSINESS INCOME TAX (UBIT) NOR HAS IT FILED THE FORM 990-T. THEREFORE, ALL TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES RELATED TO UBIT. 0 0 0 BRANDON CURRIE TRAINING ADMINISTRATOR 83130 0 0 0 0 0 76883 0 14116 0 174129 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE TRAINING DIRECTOR REVIEWS THE FORM 990 ONCE THE AUDITOR HAS PREPARED THE FORM. HE THEN SIGNS THE FORM 8879 AND SENDS IT BACK TO THE AUDITOR. ONCE THE AUDITOR RECEIVES THE SIGNED FORM, THE AUDITOR THEN SUBMITS THE FORM 990 ELECTRONICALLY. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST