Form 990 for tax year 2023
Filed by ELECTRICAL WORKERS JOINT APPRENTICE AND TRAINING TRUST FUND.
Totals
- Total revenue
- $6,617,124
- Total expenses
- $6,658,334
- Contributions and grants received
- $141,123
- Grants paid
- $0
- Program service revenue
- $5,835,073
- Investment income
- $602,841
- Other revenue
- $38,087
- Total assets, end of year
- $23,201,414
- Total liabilities, end of year
- $31,291
- Net assets or fund balances, end of year
- $23,170,123
- Program services expenses (Part IX)
- $4,517,505
- Management and general expenses
- $2,140,829
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,517,505
Program services were 67.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$141,123
-
2a · Program service revenue: WORKING ASSESSMENTS
total $5,728,249 · related or exempt $5,728,249
-
2b · Program service revenue: APPLICATION FEES
total $50,514 · related or exempt $50,514
-
2c · Program service revenue: REIMBURSEMENTS
total $47,360 · related or exempt $47,360
-
2d · Program service revenue: TRIBUTE BOOK INCOME
total $8,950 · related or exempt $8,950
-
3 · Investment income
total $602,841 · excluded $602,841
-
6a · Gross rents
real property $15,600
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $15,600
-
6d · Net rental income or loss
total $15,600 · excluded $15,600
-
11a · Other revenue: MISCELLANEOUS INCOME
total $22,487 · related or exempt $22,487
-
11e · Other revenue, total
$22,487
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $720,703 · program services $720,703
-
5 · Compensation of officers, directors and key employees
total $391,339 · program services $368,558 · management and general $22,781
-
7 · Other salaries and wages
total $1,621,334 · program services $1,389,279 · management and general $232,055
-
8 · Pension plan contributions
total $809,840 · program services $759,192 · management and general $50,648
-
9 · Other employee benefits
total $550,001 · program services $478,170 · management and general $71,831
-
10 · Payroll taxes
total $162,149 · management and general $162,149
-
11b · Fees: legal
total $13,527 · management and general $13,527
-
11c · Fees: accounting
total $129,667 · management and general $129,667
-
11g · Fees: other
total $248,777 · management and general $248,777
-
12 · Advertising and promotion
total $14,953 · management and general $14,953
-
13 · Office expenses
total $93,383 · management and general $93,383
-
16 · Occupancy
total $542,823 · program services $205,235 · management and general $337,588
-
19 · Conferences, conventions and meetings
total $21,552 · management and general $21,552
-
22 · Depreciation, depletion and amortization
total $355,371 · management and general $355,371
-
23 · Insurance
total $204,283 · management and general $204,283
-
24a · Other expenses: SCHOOL MATERIALS AND SU
total $363,309 · program services $363,309
-
24b · Other expenses: INSTRUCTOR TRAINING
total $206,593 · program services $206,593
-
24c · Other expenses: LOSS ON DISPOSAL OF FIX
total $175,682 · management and general $175,682
-
24d · Other expenses: GRADUATION EXPENSES - N
total $14,753 · program services $14,753
-
24e · All other expenses
total $18,295 · program services $11,713 · management and general $6,582
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $389,275 · end of year $458,509
-
2 · Savings and temporary cash investments
beginning of year $15,354,079 · end of year $7,239,030
-
4 · Accounts receivable
beginning of year $7,095
-
8 · Inventories for sale or use
beginning of year $3,178 · end of year $8,223
-
10a · Land, buildings and equipment: cost or other basis
$17,787,669
-
10b · Land, buildings and equipment: accumulated depreciation
$5,239,954
-
10c · Land, buildings and equipment, net
beginning of year $4,546,410 · end of year $12,547,715
-
12 · Investments: other securities
beginning of year $3,368,285 · end of year $2,947,937
-
17 · Accounts payable and accrued expenses
beginning of year $36,641 · end of year $29,267
-
25 · Other liabilities
beginning of year $0 · end of year $2,024
-
27 · Net assets without donor restrictions
beginning of year $23,631,681 · end of year $23,170,123
Mission and programs · 2023
Mission
EDUCATION AND TRAINING FOR ALL APPRENTICES OF LOCAL UNION #98 I.B.E.W. AND TO PROVIDE CONTINUING EDUCATION FOR LOCAL UNION #98 JOURNEYMEN.
Activities or mission (Part I)
EDUCATION AND TRAINING FOR ALL APPRENTICES OF LOCAL UNION #98 I.B.E.W. AND TO PROVIDE CONTINUINGEDUCATION FOR LOCAL UNION #98 JOURNEYMEN.
-
PROGRAM OF APPRENTICESHIP SO THAT THE APPRENTICES OF TODAY, THROUGH A SYSTEMATIC PROGRAM OF SCHOOLING AND ON-THE-JOB TRAINING, CAN BECOME THE QUALIFIED ALL-AROUND JOURNEYMEN OF TOMORROW.
Expenses $4,517,505 · Revenue $5,857,560
As filed on the 2023 return.
Listed in Part VII
-
Michael MascuilliMICHAEL MASCUILLI
SECRETARY (P)
- Total calculated
- $600
- From this org
- $0
- From related orgs
- $600
- Other
- $0
- Hours/week
- 1 + 1 related
-
Bruce D ShellyBRUCE D SHELLY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Timothy CahillTIMOTHY CAHILL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kevin LynchKEVIN LYNCH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Shawn DuffSHAWN DUFF
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
James FoyJAMES FOY
TRUSTEE
- Total calculated
- $359,546
- From this org
- $0
- From related orgs
- $222,985
- Other
- $136,561
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $222,985 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $82,110 related
- Nontaxable benefits
- $0 + $54,451 related
- Filer's total
- $0 + $359,546 related
-
Gabrielle EdwardsGABRIELLE EDWARDS
SECRETARY
- Total calculated
- $1,499
- From this org
- $0
- From related orgs
- $1,145
- Other
- $354
- Hours/week
- 1 + 1 related
-
Brian MyersBRIAN MYERS
TRAINING DIRECTOR
- Total calculated
- $368,558
- From this org
- $223,708
- From related orgs
- $0
- Other
- $144,850
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $223,708
- Bonus
- $0
- Other
- $0
- Deferred
- $83,890
- Nontaxable benefits
- $60,960
- Filer's total
- $368,558
-
Ignatius J FletcherIGNATIUS J FLETCHER
INSTRUCTOR
- Total calculated
- $257,371
- From this org
- $156,219
- From related orgs
- $0
- Other
- $101,152
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $156,219
- Bonus
- $0
- Other
- $0
- Deferred
- $58,582
- Nontaxable benefits
- $42,570
- Filer's total
- $257,371
-
Louis Acampora JrLOUIS ACAMPORA JR
INSTRUCTOR
- Total calculated
- $302,954
- From this org
- $182,392
- From related orgs
- $0
- Other
- $120,562
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $182,392
- Bonus
- $0
- Other
- $0
- Deferred
- $64,020
- Nontaxable benefits
- $56,542
- Filer's total
- $302,954
-
Luke W BialyLUKE W BIALY
INSTRUCTOR
- Total calculated
- $256,600
- From this org
- $155,751
- From related orgs
- $0
- Other
- $100,849
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,751
- Bonus
- $0
- Other
- $0
- Deferred
- $58,407
- Nontaxable benefits
- $42,442
- Filer's total
- $256,600
-
Thomas NoreskiTHOMAS NORESKI
INSTRUCTOR
- Total calculated
- $259,115
- From this org
- $157,278
- From related orgs
- $0
- Other
- $101,837
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $157,278
- Bonus
- $0
- Other
- $0
- Deferred
- $58,979
- Nontaxable benefits
- $42,858
- Filer's total
- $259,115
-
Shawn McCarthySHAWN MCCARTHY
INSTRUCTOR
- Total calculated
- $264,267
- From this org
- $160,405
- From related orgs
- $0
- Other
- $103,862
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $160,405
- Bonus
- $0
- Other
- $0
- Deferred
- $60,152
- Nontaxable benefits
- $43,710
- Filer's total
- $264,267
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS #98
501(C)(5) · LABOR UNION · PA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 20 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202520519349300042
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