2026-09-03T14:52:45-05:00 2025-10-31 205367494 ALAN ROSS & COMPANY PC 10 HEARTHSTONE COURT SUITE 100 READING PA 19606 990 2024-11-01 237171474 SHEET METAL CONTRACTING INDUSTRY EDUCATION FUND SHEE 5708294634 270 NORTH SHERMAN STREET WILKES BARRE PA 18702 THOMAS CONNOR TRUSTEE 5708294634 2026-09-01 1 1 DAVID S ROSS CPA P01706199 6107799555 2024 X THOMAS CONNOR 270 NORTH SHERMAN STREET WILKES BARRE PA 18702 788285 0 X N/A X 1972 PA TO EDUCATE, INSTRUCT AND TRAIN SHEET METAL WORKERS AND APPRENTICES. 6 6 12 0 0 0 32000 307592 304479 427943 11665 13695 0 0 348144 749230 0 0 0 0 141115 172210 0 0 0 111684 113331 252799 285541 95345 463689 731022 1204780 2753 6080 728269 1198700 X TO EDUCATE, INSTRUCT AND TRAIN SHEET METAL WORKERS AND APPRENTICES.SHEET METAL WORKERS LOCAL UNION #44 NORTHEASTERN PA JATC HAS AS THEIR OBJECTIVE THE TRAINING OF SHEET METAL WORKERS SKILLLED IN ALL PHASES OF THE SHEET METAL INDUSTRY. THROUGH EDUCATION AND PRACTICAL JOB-RELATED TRAINING; LOCAL #44 JATC PROVIDES ITS EMPLOYERS WITH A PRODCUTIVE RESPONSIBLE AND SKILLED WORKFORCE THAT WILL TAKE OUR INDUSTRY CONFIDENTLY INOT THE FUTURE. 0 0 265841 SPONSOR AND PAY THE EXPENSES FOR THE EDUCATION, TRAINING AND INSTRUCTION OF THE SHEET METAL WORKERS. 265841 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 0 0 1 0 0 0 1 0 0 12 1 0 0 0 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X ROBERT RUSHKOWSKI 5708224781 270 NORTH SHERMAN STREET WILKESBARRE PA 18702 X THOMAS CONNER TRUSTEE 2.00 40.00 X 0 0 0 DONALD DUNNE TRUSTEE 2.00 40.00 X 0 0 0 ROBERT EVANS TRUSTEE 2.00 X 0 0 0 EDWARD FETCHEN TRUSTEE 2.00 X 0 0 0 JEFFREY SCHMUDE TRUSTEE 2.00 40.00 X 0 0 0 JOSEPH CARR TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 MAR-PAUL CONSTRUCTION COMPANY INC 1335 VETERANS MEMORIAL DR JESSUP PA 18434 CONSTRUCTION - LEASEHOLD IMPROVEMENTS 410145 1 253424 54168 307592 EMPLOYER CONTRIBUTIONS 611519 427943 427943 427943 12750 12750 40000 39055 945 945 945 749230 427943 0 13695 132251 128490 3761 16292 16292 12741 12741 10926 10615 311 329 329 475 475 1283 1283 9014 2819 6195 3968 3968 1441 1441 25084 25084 13205 13205 16142 16142 2397 2228 169 TRAINING & INSTRUCTION 21710 21710 MATERIALS & SUPPLIES 12141 12141 AMOUNTS PAID TO RECIPRO 3209 3209 REPAIRS & MAINTENANCE 1908 1908 1025 1025 285541 265841 19700 0 319738 302892 21217 1265 605712 81689 52568 524023 337499 376600 731022 1204780 2753 6080 2753 6080 X 728269 1198700 728269 1198700 731022 1204780 X 463689 6737 5 X 0 1 X 0 0 X 232101 255599 284743 336479 735535 1844457 232101 255599 284743 336479 735535 1844457 0 0 0 1844457 -3367 -32836 9979 21877 20432 16085 -3367 -32836 9979 21877 20432 16085 1699 1699 228734 224462 294722 358356 755967 1862241 0.99050 0.99070 0.00860 0.00800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 420677 2916 417761 185035 78773 106262 524023 PAYROLL TAX WITHHOLDINGS 6080 6080 X 751475 6737 6737 744738 1283 3209 4492 749230 281044 0 281044 1283 3214 4497 285541 PART X, LINE 2: 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 THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF OCTOBER 31, 2025, THERE ARE NO UNCERTAIN 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 ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO OCTOBER 31, 2023. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECIPROCAL PAYMENT OFFSET 3,209. PART XII, LINE 4B - OTHER ADJUSTMENTS: RECIPROCAL PAYMENTS 3,209. DEPRECIATION ROUNDING DIFFERENCE 5. FORM 990, PART VI, SECTION A, LINE 3 THE ORGANIZATION HAS ENGAGED LAWRENCE MUSGROVE ASSOCIATES TO RECEIVE THE CONTRIBUTIONS FROM PARTICIPATING EMPLOYERS AND DISTRIBUTION OF THE CONTRIBUTIONS TO THE FUND. ALL OTHER ADMINISTRATIVE FUNCTIONS ARE HANDLED BY EMPLOYEES AND TRUSTEES OF THE FUND. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS REVIEWED WITH THE OFFICERS PRIOR TO SIGNATURE AND SUBMISSION OF THE FORM TO THE IRS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL REPORTS AND GOVERNING DOCUMENTS ARE AVAILABLE FOR INSPECTION ON SITE UPON REQUEST. FORM 990, PART XI, LINE 9: DEPRECIATION EXPENSE ROUNDING DIFFERENCE 5. SHEET METAL WORKERS LOCAL #44 UNION 248 PARRISH STREET WILKES BARRE PA 18702 240721005 SUPPORT OF THE SHEET METAL WORKERS AND REPRESENTAION OF LOCAL MEMBERS. PA 501(C)(5) 0 SHEET METAL WORKERS LOCAL #44 RETIREMENT INCOME PLAN 248 PARRISH STREET WILKES BARRE PA 18702 236537135 COLLECTIVELY BARGAINED RETIREMENT BENEFIS PA 501(C)(9) 0 SHEET METAL WORKERS LOCAL #44 WELFARE PLAN 248 PARRISH STREET WILKES BARRE PA 18702 232143139 COLLECTIVELY BARGAINED HEALTH & WELFARE BENEFIS PA 401(A) 0 SHEET METAL WORKERS LOCAL #44 ANNUITY PLAN 248 PARRISH STREET WILKES BARRE PA 18702 236751172 COLLECTIVELY BARGAINED RETIREMENT BENEFIS PA 501(C)(9) 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 SHEET METAL WORKERS LOCAL #44 UNION K 18000 AMOUNT PAID - FAIR MARKET VALUE SHEET METAL WORKERS LOCAL #44 WELFARE PLAN R 9205 COLLECTIVELY BARGAINED RATE SHEET METAL WORKERS LOCAL #44 RETIREMENT INCOME PLAN R 7243 COLLECTIVELY BARGAINED RATE SHEET METAL WORKERS LOCAL #44 ANNUITY PLAN R 3794 COLLECTIVELY BARGAINED RATE SHEET METAL WORKERS LOCAL #44 UNION R 2237 COLLECTIVELY BARGAINED RATE