2016-09-01T13:59:15-05:00 2015-12-31 522385296 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2015-01-01 237241520 STATIONARY ENGRS NO CA AND NO NV APPRENTICESHIP AND TRAINING TRUST FUND STAT 4152853939 560 BARNEVELD AVENUE SAN FRANCISCO CA 94124 MARC INTERMAGGIO TRUSTEE 4152853939 2016-09-01 1 JASMINE S BAKER P01452246 9252779100 2015 2016-12-15 16:53:06Z MARC INTERMAGGIO 560 BARNEVELD AVENUE SAN FRANCISCO CA 94124 3019691 0 X WWW.LOCAL39TRAINING.COM X 1972 CA APPRENTICESHIP AND JOURNEYMAN EDUCATION. 4 4 52 0 0 0 48702 0 2852798 3017672 2403 2019 0 0 2903903 3019691 0 0 0 0 1499895 1467317 0 0 0 1428998 1398690 2928893 2866007 -24990 153684 3328562 3111053 533069 161876 2795493 2949177 TO EDUCATE AND TRAIN PERSONS AS APPRENTICES AND/OR JOURNEYMEN IN ACCORDANCE WITH THE APPLICABLE COLLECTIVE BARGAINING AGREEEMENT TO PROVIDE AN ADEQUATE SUPPLY OF EDUCATED AND SKILLED JOURNEYMEN TO FILL JOBS OF INDIVIDUAL EMPLOYERS. 0 0 2734345 3017672 PROVIDED EDUCATION AND TRAINING TO APPRENTICE AND JOURNEYMAN MEMBERS OF LOCAL 39. 2734345 1 0 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 52 1 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 1 1 0 X STEVE THOMAS 4152853939 560 BARNEVELD AVENUE SAN FRANCISCO CA 94124 TIMOTHY EGGEN TRUSTEE 0.10 X 0 0 0 BARTON FLORENCE TRUSTEE 0.10 X 0 0 0 MARC INTERMAGGIO TRUSTEE 0.10 X 0 0 0 JIM JOHNSON TRUSTEE 0.10 X 0 0 0 DAN MCNULTY SECRETARY/DIR. OF TRAINING 40.00 X 147075 0 76223 JAMES ANDERSON TRAINING COORDINATOR 40.00 X 136515 0 59728 THOMAS CRANE TRAINING COORDINATOR 40.00 X 135078 0 59645 TAMMIE LEWIS-SANSANO TRAINING COORDINATOR 40.00 X 129647 0 59645 548315 0 255241 4 0 1 0 BREAKING ORBIT 832 TAYLOR AVENUE ALAMEDA CA 94501 WEBSITE MAINTENANCE 102000 1 EMPLOYER CONTRIBUTION 900099 2728838 2728838 REGISTRATION 900099 144709 144709 SCHOOL DISTRICT REIMBU 900099 82330 82330 UNIT 12 REIMBURSEMENT 900099 40390 40390 OTHER INCOME 900099 11505 11505 9900 9900 3017672 2019 2019 3019691 3017672 0 2019 223298 223298 830117 830117 196344 196344 137832 137832 79726 79726 70237 70237 15175 15175 46250 46250 114037 114037 132127 132127 10988 10988 376032 376032 15827 15827 1467 1467 208528 208528 37606 37606 EDUCATION EXPENSE 360295 360295 CLASS REIMBURSMENTS 6073 6073 MISCELLANEOUS 2403 2403 DUES 1325 1325 320 320 2866007 2734345 131662 0 18031 4945 2192225 2099193 46008 39910 79839 78829 1460776 667488 825601 793288 155144 83174 11714 11714 3328562 3111053 161994 83465 18505 19466 300000 52570 58945 533069 161876 X 0 0 0 0 2795493 2949177 2795493 2949177 3328562 3111053 153684 0 X X 0 1 X 1 0 X 17930 48702 0 66632 2745153 2757745 2752499 2852798 3017672 14125867 2745153 2757745 2770429 2901500 3017672 14192499 0 0 0 14192499 4676 2492 2417 2403 2019 14007 4676 2492 2417 2403 2019 14007 2749829 2760237 2772846 2903903 3019691 14206506 0.99900 0.99850 0.00100 0.00150 X 988258 435534 552724 472518 231954 240564 793288 ACCRUED VACATION 58945 58945 X 3019691 0 3019691 0 3019691 2866007 0 2866007 0 2866007 PART X, LINE 2: THE TRUSTEES HAVE ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST AND HAVE CONCLUDED THAT, AS OF DECEMBER 31, 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TRUSTEES BELIEVE THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2012. 0 0 0 0 0 0 0 0 0 DAN MCNULTY SECRETARY/DIR. OF TRAINING 147075 0 0 0 0 0 53251 0 22972 0 223298 0 0 0 JAMES ANDERSON TRAINING COORDINATOR 136515 0 0 0 0 0 36756 0 22972 0 196243 0 0 0 THOMAS CRANE TRAINING COORDINATOR 135078 0 0 0 0 0 36673 0 22972 0 194723 0 0 0 TAMMIE LEWIS-SANSANO TRAINING COORDINATOR 129647 0 0 0 0 0 36673 0 22972 0 189292 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 A COPY OF THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE ORGANIZATION'S GOVERNING BOARD OF TRUSTEES FOR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 15 IN DETERMINING THE COMPENSATION FOR THE TRUST'S EMPLOYEES, INCLUDING THE SECRETARY, THE WAGE RATES PER THE COLLECTIVE BARGAINING AGREEMENTS FOR MEMBERS OF IUOE STATIONARY ENGINEERS LOCAL 39 ARE REVIEWED BY THE GOVERNING BODY. AN AVERAGE OF THE APPLICABLE RATES IS THEN CALCULATED AND ALSO REVIEWED BY THE GOVERNING BODY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.