2026-04-13T10:31:46-05:00 2025-05-31 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2024-06-01 411335708 IUOE & ASSOC GENERAL CONTRACTORS OF MN APPRENTICESHIP & TRAINING PROGRAM IUOE 3203847093 40276 FISHTAIL ROAD HINCKLEY MN 55037 MARK POTHEN CHAIRMAN 3203847093 2026-04-13 1 0 ERIC C BAERTSCH P00964071 9528413950 2026-04-03 2024 2025-03-06 01:10:19Z MARK POTHEN 40276 FISHTAIL ROAD HINCKLEY MN 55037 9904164 0 X WWW.LOCAL49TRAINING.ORG X 1978 MN APPRENTICESHIP AND TRAINING PROGRAM 8 8 61 0 0 0 0 252241 8615731 9273223 584112 270811 1141557 107889 10341400 9904164 0 0 0 0 6666593 6724042 0 0 0 5410995 5302894 12077588 12026936 -1736188 -2122772 19911615 17530329 319900 446566 19591715 17083763 APPRENTICESHIP AND TRAINING PROGRAM 0 0 10597668 9273223 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. 10597668 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 1 0 0 0 0 1 1 0 0 0 1 3 0 1 61 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 - PAST 1.00 0.25 X 0 0 0 JEFF CARLSON SECRETARY 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 MATT COZ TRUSTEE 1.00 0.25 X 0 0 0 TOM MCCROSSAN TRUSTEE 1.00 0.25 X 0 0 0 MARK POTHEN CHAIRMAN 1.00 0.25 X 0 0 0 FERLIN MILLER TRUSTEE 1.00 0.25 X 0 0 0 NATHAN NEISINGER ALTERNATE TRUSTEE 1.00 0.25 X 0 0 0 SHAWN COCHRANE ALTERNATE TRUSTEE 1.00 0.25 X 0 0 0 RYAN DAVIES TRUSTEE 1.00 0.25 X 0 0 0 BRYAN ABEL INSTRUCTOR 40.00 0.25 X 183389 0 97633 GEOFFERY MOVOLD TRAINING DIRECTOR 40.00 0.25 X 161339 0 68782 GREGORY ADAMSON INSTRUCTOR 40.00 0.25 X 130968 0 68503 STEVEN TUHY INSTRUCTOR 40.00 0.25 X 126378 0 68600 TRAVIS WOLFE INSTRUCTOR 40.00 0.25 X 120636 0 69628 722710 0 373146 24 0 1 0 0 80719 171522 80719 252241 EMPLOYER CONTRIBUTIONS 900099 9087198 9087198 TRAINING FEES 900099 184462 184462 LIQUIDATED DAMAGES 900099 1563 1563 9273223 270811 270811 SUPPLIES FOR RESALE 900099 58799 58799 REFUNDS AND REIMBURSEM 900099 27871 27871 MISC INCOME 900099 12639 12639 8580 8580 107889 9904164 9273223 0 378700 3855915 3417967 437948 1603762 1463575 140187 904515 809197 95318 359850 318668 41182 27618 27618 13840 13840 3221 3221 95806 95806 36988 36988 154389 3332 151057 251260 251260 255020 255020 11720 8414 3306 618734 611675 7059 177621 66183 111438 EQUIPMENT LEASE/RENTAL 1257862 1245104 12758 TRAINING 881091 881091 OUTSOURCE TRAINING 645300 645300 TRAINING EQUIPMENT FUEL 372896 372896 499528 499246 282 12026936 10597668 1429268 0 143371 43215 4318678 3840640 1299795 1557848 113015 153015 8596537 6686851 2284555 1909686 1784014 448481 9968187 9577444 19911615 17530329 13445 6812 306455 439754 319900 446566 X 0 0 0 0 19591715 17083763 19591715 17083763 19911615 17530329 X -2122772 5563 -390743 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8596537 6686851 1909686 1909686 INVESTMENT IN I.U.O.E. 49 AGC BUILDING CORPORATION 9577444 9577444 ACCRUED SALARIES AND PAYROLL TAXES 70461 ACCRUED BENEFIT CONTRIBUTIONS 201818 ACCRUED SICK AND PERSONAL LEAVE 167475 439754 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 1 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. SCHEDULE E, PART I, LINE 6 A GRANT WAS RECEIVED DURING THE YEAR FROM THE MINNESOTA DEPARTMENT OF TRANSPORTATION. X 0 0 0 0 0 0 0 0 0 BRYAN ABEL INSTRUCTOR 183389 0 0 0 0 0 59749 0 37884 0 281022 0 0 0 GEOFFERY MOVOLD TRAINING DIRECTOR 161339 0 0 0 0 0 45577 0 23205 0 230121 0 0 0 GREGORY ADAMSON INSTRUCTOR 130968 0 0 0 0 0 45380 0 23123 0 199471 0 0 0 STEVEN TUHY INSTRUCTOR 126378 0 0 0 0 0 45380 0 23220 0 194978 0 0 0 TRAVIS WOLFE INSTRUCTOR 120636 0 0 0 0 0 45380 0 24248 0 190264 0 0 0 PART I, LINE 3 THE TRAINING DIRECTOR'S COMPENSATION PACKAGE IS APPROVED ANNUALLY BY THE BOARD OF TRUSTEES. X POST POUNDER - CONSTRUCTION EQUIPMENT - 1 80719 COST 0 0 0 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 -390,743. 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 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 1