2023-11-14T12:42:17-06:00 2022-12-31 232586736 DANIEL A WINTERS & COMPANY CPAS 6 DICKINSON DR SUITE 205 CHADDS FORD PA 19317 990 2022-01-01 061592732 ELEVATOR CONSTRUCTORS LOCAL NO 1 EDUCATION & APPRENTICE TRAINING FUND ELEV 2015926800 140 SYLVAN AVENUE 303 ENGLEWOOD CLIFFS NJ 07632 LEONARD LEGOTTE TRUSTEE 2015926800 2023-11-14 1 LEONARD LEGOTTE 999009999 0 CRAIG D WINTERSCPA P00154131 6103582000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LEONARD LEGOTTE 4724 27TH STREET LONG ISLAND CITY NY 11101 1987316 0 X N/A X 2000 NY THE PURPOSE OF THE FUND IS TO PROVIDE TRAINING FOR ELEVATOR CONSTRUCTOR APPRENTICES SO THAT THEY CAN BECOME ELEVATOR MECHANICS AND TO PROVIDE TRAINING FOR ELEVATOR MECHANICS TO UPGRADE THEIR SKILLS. 6 6 18 0 0 0 46598 67101 1558696 1822225 3574 15259 0 0 1608868 1904585 0 0 0 0 665175 824753 0 0 0 607907 770382 1273082 1595135 335786 309450 2066439 3853171 66864 1615763 1999575 2237408 THE MISSION OF THE FUND IS TO PROVIDE COURSES OF TRAINING AND EDUCATION FOR ELEVATOR APPRENTICES TO BECOME ELEVATOR MECHANICS AND PROVIDE AN OPPORTUNITY FOR MECHANICS TO IMPROVE THEIR SKILLS AND LEARN NEW TECHNIQUES. 0 0 664335 1822225 THE PURPOSE OF THE FUND IS TO PROVIDE COURSES OF TRAINING AND EDUCATION FOR ELEVATOR APPRENTICES TO BECOME ELEVATOR MECHANICS AND PROVIDE AN OPPORTUNITY FOR MECHANICS TO IMPROVE THEIR SKILLS AND LEARN NEW TECHNIQUES. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL OF THE REVENUES AND EXPENSES ARE TO BE USED ONLY FOR THIS PURPOSE. 664335 1 1 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 1 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 0 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 X JOAN GROARKE - ZENITH FINANCIAL SOLUTIONS 2015926800 140 SYLVAN AVENUE SUITE 303 ENGLEWOODS CLIFFS NJ 07632 LEONARD LEGOTTE TRUSTEE 1.00 X 0 0 0 GARY RIEFENHAUSER TRUSTEE 1.00 X 0 0 0 DENIS KILDUFF TRUSTEE 1.00 X 0 0 0 JUSTIN TOMASINO TRUSTEE 1.00 X 0 0 0 JOHN SOUTAR TRUSTEE 1.00 X 0 0 0 RICH CASTLE TRUSTEE 1.00 X 0 0 0 JAMES O'CONNELL TRUSTEE 1.00 X 0 0 0 JOSEPH HARRISON TRUSTEE 1.00 X 0 0 0 ANDREW SCHRETTNER APPRENTICESHIP COORDINATOR 45.00 X 189267 0 86232 BRENDAN LOFTUS DIRECTOR MEMBER ASSISTANCE 45.00 X 189267 0 86232 378534 0 172464 2 0 1 0 ZENITH AMERICAN SOLUTIONS 140 SYLVAN AVE STE 303 ENGLEWOOD CLIFFS NJ 07632 THIRD PARTY ADMINISTRATOR 138824 1 67101 67101 EMPLOYER CONTRIBUTIONS 900099 1757525 1757525 WELDER TRAINING INCOME 611600 37700 37700 RECEIPTS FROM NEIEP 900099 27000 27000 1822225 17904 17904 80086 82731 -2645 -2645 -2645 1904585 1822225 0 15259 556467 250410 306057 227686 102459 125227 40600 18270 22330 138824 138824 6000 6000 27003 27003 706 706 3451 1553 1898 9847 4431 5416 480998 216449 264549 41191 41191 2744 2744 59618 26828 32790 1595135 664335 930800 0 965792 1238890 10349 39005 233750 198860 39996 45326 230816 172956 0 57860 736052 649912 80500 1623318 2066439 3853171 61439 71918 5425 1543845 66864 1615763 X 1999575 2237408 1999575 2237408 2066439 3853171 309450 -71617 0 X 0 1 X 0 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18580 18580 0 162254 104394 57860 49982 49982 0 57860 INVESTMENTS IN REGISTERED INVESTMENT COMPANIES 173659 F INVESTMENTS IN REGISTERED INVESTMENT COMPANIES 476253 F 649912 NEW YORK CITY BUILDING & TRADES COUNCIL 83850 NEW YORK STATE BUILDING & TRADES COUNCIL 4900 RIGHT OF USE ASSET 1534568 1623318 LEASE LIABILITY 1543845 1543845 X 1832262 -71617 -71617 1903879 706 706 1904585 1594429 0 1594429 706 706 1595135 PART X, LINE 2: ASC TOPIC 740 - INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN, INCLUDING THE ENTITY'S STATUS AS A TAX-EXEMPT ENTITY. THE PLAN IS NO LONGER SUBJECT TO FEDERAL INCOME TAX EXAMINATION FOR THE YEARS ENDED PRIOR TO DECEMBER 31, 2019. 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE FUND WAS ESTABLISHED PURSUANT TO COLLECTIVE BARGAINING AGREEMENTS BETWEEN LOCAL NO. 1 ELEVATOR CONSTRUCTORS UNION OF NEW YORK CITY AND VICINITY, ON THE ONE PART, AND THE ELEVATOR MANUFACTURERS ASSOCIATION OF NEW YORK, INC., AND OTIS ELEVATOR COMPANY, ON THE OTHER PART. BY DESIGN IT ACCEPTS (I.E. TRAINS) ALL UNION MEMBERS IN GOOD STANDING AND APPRENTICES, AS DEFINED IN THE COLLECTIVE BARGAINING AGREEMENTS. THE COLLECTIVE BARGAINING PARTIES FURTHER THE INDUSTRY BY OPERATING AND PROVIDING MEMBERSHIP IN A RACIALLY NONDISCRIMINATORY WAY. ACCORDINGLY, THE PROGRAM ONLY ACCEPTS INDIVIDUALS WHO GAIN MEMBERSHIP IN THE UNION ACCORDING TO ITS NONDISCRIMINATORY METHOD OF OPERATION. IN ADDITION, THE FUND INCLUDES ITS NONDISCRIMINATIORY POLICY IN ALL INDUSTRY ADVERTISEMENTS. THE PROGRAM TRAINS MEMBERS BY PROVIDING CLASSES, TRAINING MODULES, AND EXAMINATIONS. IT DOES NOT PROVIDE GRANTS OR SCHOLARSHIPS. SCHEDULE E, PART I, LINE 4 THE FUND DOES NOT OFFER GRANTS OR SCHOLARSHIPS, NOR DOES IT SOLICIT CONTRIBUTIONS. X 0 0 0 0 0 0 0 0 0 ANDREW SCHRETTNER APPRENTICESHIP COORDINATOR 189267 0 0 0 0 0 54507 0 31725 0 275499 0 0 0 BRENDAN LOFTUS DIRECTOR MEMBER ASSISTANCE 189267 0 0 0 0 0 54507 0 31725 0 275499 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE TRUSTEES ARE DESIGNATED WITH THREE BY ELEVATOR CONSTRUCTORS LOCAL NO. 1, ONE BY OTIS ELEVATOR AND TWO BY EMANY. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PLAN'S FUND MANAGER/PLAN ADMINISTRATOR PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 15 THE APPRENTICESHIP COORDINATOR AND THE DIRECTOR OF MEMBER SERVICES SALARIES ARE BASED UPON PREVAILING WAGE RATES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC.