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LOCAL 126 IBEW OCCUPATIONAL SAFETY HEALTH & EDUC TRUST FUND: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
LOCAL 126 IBEW OCCUPATIONAL SAFETY HEALTH & EDUC TRUST FUND (EIN 23-1919421)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-08-11
IRS object ID
202002249349300220
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-08-11T12:07:59-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611436956PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1NOVAK FRANCELLA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PRESIDENTIAL BLVD SUITE 330AddressLine1Txt
CityBALA CYNWYDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231919421EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOCAL 126 IBEW OCCUPATIONALSAFETYBusinessNameLine1Txt
Business Name Line2HEALTH & EDUCATION TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLOCABusinessNameControlTxt
Phone6104893990PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13455 GERMANTOWN PIKEAddressLine1Txt
CityCOLLEGEVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19426ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVE W LUTZPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6104893990PhoneNum
Signature2020-08-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLOUIS VERZELLA CPAPreparerPersonNm
PTINP00360279PTIN
Phone6106689400PhoneNum
Preparation2020-07-29PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address162.211.205.39IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-08-11IPDt
IP Tm12:02:32IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id214E2DE4754F8F73DD572B34B07E6CCBC316F7C9AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2020-09-23 17:36:50ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEVE W LUTZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13455 GERMANTOWN PIKEAddressLine1Txt
CityCOLLEGEVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19426ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$10,083,823GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1973FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionFUND PROVIDES OCCUPATIONAL TRAINING, EDUCATION, AND TESTING FOR MEMBERS OF IBEW LOCAL #126.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee4TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$7,259,860PYProgramServiceRevenueAmt
CY Program Service Revenue$7,667,718CYProgramServiceRevenueAmt
PY Investment Income$86,497PYInvestmentIncomeAmt
CY Investment Income$85,852CYInvestmentIncomeAmt
PY Other Revenue$68,252PYOtherRevenueAmt
CY Other Revenue$59,299CYOtherRevenueAmt
PY Total Revenue$7,414,609PYTotalRevenueAmt
CY Total Revenue$7,812,869CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$733,657PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$763,839CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,856,165PYOtherExpensesAmt
CY Other Expenses$2,696,618CYOtherExpensesAmt
PY Total Expenses$2,589,822PYTotalExpensesAmt
CY Total Expenses$3,460,457CYTotalExpensesAmt
PY Revenues Less Expenses$4,824,787PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$4,352,412CYRevenuesLessExpensesAmt
Total Assets BOY$15,053,468TotalAssetsBOYAmt
Total Assets EOY$19,588,987TotalAssetsEOYAmt
Total Liabilities BOY$2,809TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,135TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$15,050,659NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$19,585,852NetAssetsOrFundBalancesEOYAmt
MissionPROVIDE OCCUPATIONAL TRAINING, EDUCATION, AND TESTING FOR MEMBERS OF IBEW LOCAL #126.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,896,076ExpenseAmt
Revenue$7,649,500RevenueAmt
DescFUND PROVIDES OCCUPATIONAL TRAINING, EDUCATION, AND TESTING FOR MEMBERS OF IBEW LOCAL #126. PROGRAMS INCLUDE BUT ARE NOT LIMITED TO OCCUPATIONAL SAFETY, WORK EDUCATION & TRAINING SESSIONS, HEALTH EDUCATION, AND LICENSE TRAINING.Desc
Total Program Service Expenses$1,896,076TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document16IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee4EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEVE W LUTZBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6104893990PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13455 GERMANTOWN PIKEAddressLine1Txt
CityCOLLEGEVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19426ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtHighest Compensated EmployeeHighestCompensatedEmployeeInd
RANDY ROBERTS
MANAGEMENT TRUSTEE0.50Yes (X)$0$0$0
JEFFREY P SCARPELLO
MANAGEMENT TRUSTEE0.50Yes (X)$0$503,187$87,87340.00
CHRISTOPHER WENTZEL
UNION TRUSTEE0.50Yes (X)$0$149,480$61,29038.00
RICHARD MUTTIK
UNION TRUSTEE0.50Yes (X)$0$180,089$67,67538.00
PATRICK A CASEY
UNION TRUSTEE0.50Yes (X)$0$0$0
CHRISTOPHER JOHNSTON
MANAGEMENT TRUSTEE0.50Yes (X)$0$0$0
STEVE W LUTZ
DIRECTOR50.00$180,271$0$65,975Yes (X)
STEVEN KUNCELMAN
ASST DIRECTOR50.00$168,137$0$63,337Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$348,408TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$832,756TotReportableCompRltdOrgAmt
Total Other Compensation$346,150TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DESIGN BUILD LLC
922 CEDAR GROVE RDBROOMALLPA19008CONSTRUCTION OF BUILDING$3,669,623
PNC BANK
500 FIRST AVENUEPITTSBURGHPA15219LOAN FEES$230,300
PARTNERS IN SAFETY
800 ROUTE 17MMIDDLETOWNNY10940MEDICAL SERVICES$103,810
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K3CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescEMPLOYER CONTRIBUTIONSDesc
Business900099BusinessCd
Total Revenue Column$7,667,718TotalRevenueColumnAmt
Related Or Exempt Func Income$7,667,718RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$7,667,718TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$106,806TotalRevenueColumnAmt
Exclusion$106,806ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$56,563RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$56,563RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$56,563TotalRevenueColumnAmt
Exclusion$56,563ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,250,000SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,248,452SecuritiesAmt
Other$22,502OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,548SecuritiesAmt
Other-$22,502OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$20,954TotalRevenueColumnAmt
Related Or Exempt Func Income-$20,954RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Business900099BusinessCd
Total Revenue Column$2,736TotalRevenueColumnAmt
Related Or Exempt Func Income$2,736RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,736OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,812,869TotalRevenueColumnAmt
Related Or Exempt Func Income$7,649,500RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$163,369ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$507,858TotalAmt
Management And General$507,858ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$113,918TotalAmt
Management And General$113,918ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$106,594TotalAmt
Management And General$106,594ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$35,469TotalAmt
Management And General$35,469ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,200TotalAmt
Management And General$4,200ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,528TotalAmt
Management And General$30,528ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$10,000TotalAmt
Management And General$10,000ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$96,346TotalAmt
Management And General$96,346ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$28,855TotalAmt
Management And General$28,855ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$114,374TotalAmt
Management And General$114,374ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$46,157TotalAmt
Management And General$46,157ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$143,517TotalAmt
Management And General$143,517ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$52,772TotalAmt
Management And General$52,772ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
TRAINING SUPPLIES AND E$1,142,499$1,142,499
SAFETY EDUCATION$599,641$599,641
LOAN FEES$230,300$230,300
DRUG SCREENING AND PHYS$146,871$146,871

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$50,558TotalAmt
Program Services$7,065ProgramServicesAmt
Management And General$43,493ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,460,457TotalAmt
Program Services$1,896,076ProgramServicesAmt
Management And General$1,564,381ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,472,027BOYAmt
EOY$2,802,548EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$4,274,511BOYAmt
EOY$5,458,417EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,501BOYAmt
EOY$703EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$11,596,808LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,127,779LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,620,032BOYAmt
EOY$10,469,029EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$685,397BOYAmt
EOY$858,290EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$15,053,468BOYAmt
EOY$19,588,987EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,809BOYAmt
EOY$3,135EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,809BOYAmt
EOY$3,135EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$15,050,659BOYAmt
EOY$19,585,852EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,050,659BOYAmt
EOY$19,585,852EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$15,053,468BOYAmt
EOY$19,588,987EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$4,352,412ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$182,779NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$2OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,614,259CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,257,131CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,292,957CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,259,860CurrentTaxYearMinus1YearAmt
Current Tax Year$7,667,718CurrentTaxYearAmt
Total$26,091,925TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,614,259CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,257,131CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,292,957CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,259,860CurrentTaxYearMinus1YearAmt
Current Tax Year$7,667,718CurrentTaxYearAmt
Total$26,091,925TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$26,091,925PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$65,407CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$64,089CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,668CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$86,351CurrentTaxYearMinus1YearAmt
Current Tax Year$106,806CurrentTaxYearAmt
Total$389,321TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$65,407CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$64,089CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$66,668CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$86,351CurrentTaxYearMinus1YearAmt
Current Tax Year$106,806CurrentTaxYearAmt
Total$389,321TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$61,739CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$89,691CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$67,117CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$68,398CurrentTaxYearMinus1YearAmt
Current Tax Year$60,847CurrentTaxYearAmt
Total$347,792TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,741,405CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,410,911CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,426,742CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$7,414,609CurrentTaxYearMinus1YearAmt
Current Tax Year$7,835,371CurrentTaxYearAmt
Total$26,829,038TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.97250PublicSupportCY509Pct
Public Support PY5090.96870PublicSupportPY509Pct
Investment Income CY0.01450InvestmentIncomeCYPct
Investment Income PY0.01420InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2015 AMOUNT: $ 452. 2016 AMOUNT: $ 13,530. 2017 AMOUNT: $ 449. 2018 AMOUNT: $ 377. 2019 AMOUNT: $ 2,736. OFFICE RENTAL - 2015 AMOUNT: $ 64,065. 2016 AMOUNT: $ 64,065. 2017 AMOUNT: $ 67,875. 2018 AMOUNT: $ 67,875. 2019 AMOUNT: $ 56,563. TRAINING SUBSIDY - REALIZED GAIN LOSS ON SALE OF SECURITIES - 2015 AMOUNT: $ -2,778. 2016 AMOUNT: $ 12,096. 2017 AMOUNT: $ -1,207. 2018 AMOUNT: $ 146. 2019 AMOUNT: $ 1,548. OTHER INVESTMENT INCOME -ExplanationTxt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$223,671OtherCostOrOtherBasisAmt
Book Value$223,671BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$10,507,930OtherCostOrOtherBasisAmt
Depreciation$592,317DepreciationAmt
Book Value$9,915,613BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$693,648OtherCostOrOtherBasisAmt
Depreciation$396,006DepreciationAmt
Book Value$297,642BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$171,559OtherCostOrOtherBasisAmt
Depreciation$139,456DepreciationAmt
Book Value$32,103BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$10,469,029TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescPAYROLL WITHHOLDINGSDesc
Amt$3,135Amt
FieldValueIRS element (for citing)
Total Liability$3,135TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$7,985,648TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$182,779NetUnrealizedGainsInvstAmt
Revenue Not Reported$182,779RevenueNotReportedAmt
Revenue Subtotal$7,802,869RevenueSubtotalAmt
Investment Expenses Not Incld$10,000InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$10,000RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$7,812,869TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$3,450,457TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$3,450,457ExpensesSubtotalAmt
Investment Expenses Not Incld2$10,000InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$10,000ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$3,460,457TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JEFFREY P SCARPELLO
MANAGEMENT TRUSTEE$0$409,117$0$90,000$0$4,070$0$41,250$0$46,623$0$591,060$0$0
CHRISTOPHER WENTZEL
UNION TRUSTEE$0$149,480$0$0$0$0$0$37,440$0$23,850$0$210,770$0$0
RICHARD MUTTIK
UNION TRUSTEE$0$180,089$0$0$0$0$0$43,825$0$23,850$0$247,764$0$0
STEVE W LUTZ
DIRECTOR$180,271$0$0$0$0$0$38,926$0$27,049$0$246,246$0$0$0
STEVEN KUNCELMAN
ASST DIRECTOR$168,137$0$0$0$0$0$36,288$0$27,049$0$231,474$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BCOMPLETED FORM 990 IS PROVIDED TO THE TRUSTEES FOR REVIEW PRIOR TO FILING.
FORM 990, PART VI, SECTION C, LINE 19ALL APPLICABLE DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 9:ROUNDING 2.
FORM 990 PART XII LINE 1THE LOCAL 126 O.S.H.E. TRUST'S FINANCIAL STATEMENTS WERE PREPARED USING THE MODIFIED CASH BASIS OF ACCOUNTING.
FORM 990 PART XII LINE 2CTHE PROCESS HAS NOT CHANGED.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
LOCAL NO 126 IBEW HEALTH & WELFARE FUND
3455 GERMANTOWN PIKECOLLEGEVILLEPA19426236395223PROVIDE WELFARE BENEFITS TO PARTICIPANTSPA501(C)(9)0
IBEW LOCAL UNION NO 126 RETIREMENT PLAN
3455 GERMANTOWN PIKECOLLEGEVILLEPA19426232156093PROVIDE RETIREMENT BENEFITS TO PARTICIPANTSPA401(A)0
IBEW LOCAL UNION NO 126
3455 GERMANTOWN PIKECOLLEGEVILLEPA19426231302203LABOR UNIONPA501(C)(5)0
PENN DEL JERSEY CHAPTER NECA
2003 RENAISSANCE BLVDKING OF PRUSSIAPA19406231279973ASSOCIATION OF EMPLOYERSPA501(C)(6)0
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
IBEW LOCAL 126 UNION
M$12,279ACTUAL AMOUNT
IBEW LOCAL 126 UNION
J$56,563ACTUAL AMOUNT