2025-02-04T18:26:35-06:00 2024-04-30 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-05-01 216019362 PLUMBERS AND STEAMFITTERS LOCAL 322 EDUCATION FUND UNIT 6095673322 534 S ROUTE 73 HAMMONTON NJ 080372401 JOHN SHALOO ADMINISTRATOR 6095673322 2025-02-04 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2025-02-04 2023 2025-03-06 01:10:19Z JOHN SHALOO 534 S ROUTE 73 WINSLOW NJ 08095 1392671 0 X WWW.UA322.ORG X 1951 NJ THE FUND PROVIDES INSTRUCTION, EDUCATION AND TRAINING FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING, STEAMFITTING, HEATING AND AIR CONDITIONING INDUSTRIES IN THE SOUTHERN NEW JERSEY AREA. 6 6 25 0 0 0 58159 62837 1209181 1249433 37027 67530 5087 12871 1309454 1392671 0 0 0 0 831356 870995 0 0 0 601696 582689 1433052 1453684 -123598 -61013 1738583 1674174 50967 47571 1687616 1626603 X THE FUND PROVIDES INSTRUCTION, EDUCATION AND TRAINING FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING, STEAMFITTING, HEATING AND AIR CONDITIONING INDUSTRIES IN THE SOUTHERN NEW JERSEY AREA. UA LOCAL 322 HAS MADE THE COMMITMENT AND THE INVESTMENT TO ENSURE A SKILLED WORKFORCE FOR OUR CONTRACTORS THAT CAN GET THE JOB DONE RIGHT, ON TIME, AND FREQUENTLY UNDER BUDGET. A WORKFORCE THAT WILL GIVE THE PUBLIC A QUALITY CONSTRUCTION PRODUCT IN THEIR HOMES, HOSPITALS, SHOPPING MALLS, POWER PLANTS AND WORKPLACES. 0 0 TO PROVIDE INSTRUCTION, EDUCATION AND TRAINING FOR APPRENTICES AND JOURNEYMEN IN CRAFTS AND TRADES REPRESENTED BY THE UNION. 0 1 0 1 0 0 0 0 0 1 0 0 0 1 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 1 0 0 1 7 0 25 1 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X JOHN SHALOO 6095673322 534 S STATE HIGHWAY 73 WINSLOW NJ 08095 JEFF DOLAN EMPLOYER TRUSTEE 2.00 X 0 0 0 DAVE MCCLOSKEY EMPLOYER TRUSTEE 2.00 X 0 0 0 DANIEL FALASCA III EMPLOYER TRUSTEE 2.00 X 0 0 0 STEPHEN COURANT UNION TRUSTEE 2.00 X 0 0 0 DAVID BRUCE UNION TRUSTEE 2.00 X 0 0 0 GEORGE YOUNG UNION TRUSTEE 2.00 X 0 0 0 JOHN SHALOO ADMINISTRATOR 10.00 30.00 X 15052 135466 98779 FRANICS FOLTZ INSTRUCTOR 40.00 X 123419 0 102809 JOHN BIDINGER INSTRUCTOR 40.00 X 148168 0 102809 286639 135466 304397 2 0 1 0 0 62837 62837 EMPLOYER CONTRIBUTIONS 900099 1249433 1249433 1249433 67530 67530 OTHER 900099 12871 12871 12871 1392671 1249433 0 80401 24676 467828 158281 176172 44038 1423 18450 66616 115650 13352 17561 90140 90520 49544 SCHOOL MATERIALS AND SU 119433 1453684 56151 18235 1228322 1288604 164023 162504 29044 34308 2609774 2439251 261043 170523 1738583 1674174 25256 26364 25711 21207 50967 47571 X 1687616 1626603 1687616 1626603 1738583 1674174 -61013 0 X X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 2242444 2080761 161683 364750 357587 7163 2580 903 1677 170523 DUE TO INTERNATIONAL TRAINING FUND 7493 DUE TO U.A. LOCAL 322 HEALTH & WELFARE FUND 8601 DUE TO UNITED ASSOCIATION LOCAL NO. 322 5113 21207 X 1392671 0 1392671 0 1392671 1453684 0 1453684 0 1453684 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO RECOGNIZE A TAX LIABILITY IF THE FUND 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 FUND 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 FUND. X 0 0 0 JOHN BIDINGER INSTRUCTOR 148168 0 0 0 0 0 49319 0 53490 0 250977 0 0 0 JOHN SHALOO ADMINISTRATOR 15052 135466 0 0 0 0 4803 43224 5075 45677 24930 224367 0 0 FRANICS FOLTZ INSTRUCTOR 123419 0 0 0 0 0 49319 0 53490 0 226228 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B PLUMBERS AND STEAMFITTERS LOCAL 322 EDUCATION FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT. THE COMPLETED RETURN IS FORWARDED TO THE FUND'S ADMINISTRATOR FOR REVIEW AND SIGNATURE. FORM 990, PART VI, SECTION C, LINE 19 PLUMBERS AND STEAMFITTERS LOCAL 322 EDUCATION FUND MAKES ITS GOVERNING DOCUMENT AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: PLUMBERS AND STEAMFITTERS LOCAL 322 EDUCATION FUND'S BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT WHO PERFORMS THE AUDIT. UNITED ASSOCIATION LOCAL UNION 322 PENSION FUND 534 S STATE HIGHWAY 73 WINSLOW NJ 08095 216016638 PENSION FUND NJ 401(A)/501(A) 0 UNITED ASSOCIATION LOCAL 322 UNION ANNUITY FUND 534 S STATE HIGHWAY 73 WINSLOW NJ 08095 222708962 PENSION FUND NJ 401(A)/501(A) 0 UNITED ASSOCIATION LOCAL 322 UNION HEALTH AND WELFARE FUND 534 S STATE HIGHWAY 73 WINSLOW NJ 08095 210699966 BENEFIT FUND NJ 501(C)(9) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 UNITED ASSOCIATION LOCAL 322 UNION HEALTH AND WELFARE FUND P 130773 FMV UNITED ASSOCIATION LOCAL 322 UNION P 147712 FMV