2023-11-13T08:29:57-06:00 2022-12-31 842885766 ROMOLO & ASSOCIATES LLC 1700 W LUTHY DRIVE PEORIA IL 61615 990 2022-01-01 237374182 LOCAL 99 UA OF PLUMBERS & PIPEFITTERS APPRENTICESHIP TRAINING LOCA 3096632337 406 ELDORADO RD BLOOMINGTON IL 61704 JAY LOGAN CHAIRMAN 3096632337 2023-11-10 1 JAY LOGAN 999009999 0 MALLORY ECKSTEIN P01970498 3096822001 2023-11-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAY LOGAN 406 ELDORADO RD BLOOMINGTON IL 61704 665453 0 X WWW.PLUMBERSPROTECTUS.COM X 1899 IL TRAINING FOR PLUMBING & PIPEFITTING INDUSTRY 6 4 17 0 0 0 7190 17716 740025 609577 3759 8306 33070 29854 784044 665453 0 0 0 0 158773 193762 0 0 0 303860 294430 462633 488192 321411 177261 2005557 2084133 64888 42433 1940669 2041700 TRAINING FOR PLUMBING & PIPEFITTING INDUSTRY 0 0 304767 631931 TRAINING FOR PLUMBING & PIPEFITTING INDUSTRY 304767 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 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 0 0 1 4 0 17 1 0 0 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 0 0 0 X JAY LOGAN 3096632337 406 ELDORADO RD BLOOMINGTON IL 61704 SCOTT SPAID TRUSTEE 1.00 X 15316 0 0 STEVEN STIMSON TRUSTEE 1.00 X 0 0 0 JEFF BROWN TRUSTEE 1.00 X 0 0 0 PAUL BRUSH TRUSTEE 1.00 X 0 0 0 JACOB BRENNAN TRUSTEE 1.00 X 0 0 0 JAY LOGAN CHAIRMAN 2.00 X X 300 0 0 15616 0 0 0 0 0 0 0 17716 17716 EMPLOYER CONTRIBUTIONS 900099 584377 584377 RENTAL INCOME 900099 25200 25200 609577 8306 8306 7500 0 7500 7500 7500 BOOKS/APPLICATION FEES 900099 15818 15818 REIMBURSED EXPENSES 900099 5936 5936 ADMIN FEE 900099 600 600 22354 665453 631931 0 15806 15616 15616 137540 82371 55169 14005 14005 14420 14420 12181 8314 3867 4607 4607 8305 8305 369 369 1000 1000 10542 10542 74045 74045 8173 8173 36151 36151 63469 40607 22862 9828 6288 3540 TRAINING SUPPLIES 67846 67846 TESTING AND DRUG SCREEN 8326 8326 DUES & SUBSCRIPTIONS 1415 1415 CERTIFICATION BOOKS 354 354 488192 304767 183425 0 374424 359009 477930 479190 45715 52666 2959 1183 2264350 1497301 810262 767049 294072 424886 195 150 2005557 2084133 56274 34798 1198 482 7416 7153 64888 42433 X 1940669 2041700 1940669 2041700 2005557 2084133 177261 -76230 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1806486 1105900 700587 0 457864 391401 66462 0 767049 DUE TO INTL TRAINING 6708 DUE TO RELATED PARTY 445 7153 X 589223 -76230 -76230 665453 0 665453 488192 0 488192 0 488192 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)(3) 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 1974, 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 DECEMBER 31, 2022 AND 2021, 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. 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THROUGH ADVERTISING IN NEWSPAPERS AND INCLUDED IN APPLICATION PACKAGE GIVEN TO POTENTIAL STUDENTS SCHEDULE E, PART I, LINE 4 NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE AWARDED FORM 990, PART VI, SECTION B, LINE 11B THE AUDITOR PROVIDES THE COMPLETED FORM TO THE CHAIRMAN FOR REVIEW. ONCE THE CHAIRMAN HAS APPROVED, THE FORM 8879 IS SIGNED AND SENT BACK TO THE AUDITOR, WHO THEN ELECTRONICALLY FILES THE RETURN. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST