Form 990 for tax year 2024
Filed by LOCAL UNION 164 ELECTRICAL JOINT APPRENTICESHIP AND TRAINING TRUST.
Totals
- Total revenue
- $4,255,302
- Total expenses
- $5,374,192
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $3,612,636
- Investment income
- $478,409
- Other revenue
- $164,257
- Total assets, end of year
- $15,660,464
- Total liabilities, end of year
- $205,338
- Net assets or fund balances, end of year
- $15,455,126
- Program services expenses (Part IX)
- $4,532,616
- Management and general expenses
- $841,576
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,532,616
Program services were 84.3% 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.
-
2a · Program service revenue: CONTRACTOR CONTRIBUTIO
total $3,612,636 · related or exempt $3,612,636
-
3 · Investment income
total $478,409 · excluded $478,409
-
11a · Other revenue: BOOKS EXPENSE REIMBURS
total $124,332 · related or exempt $124,332
-
11b · Other revenue: OTHER INCOME
total $39,925 · related or exempt $39,925
-
11e · Other revenue, total
$164,257
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $2,387,630 · program services $2,387,630
-
7 · Other salaries and wages
total $1,278,712 · program services $959,034 · management and general $319,678
-
9 · Other employee benefits
total $686,530 · program services $514,898 · management and general $171,632
-
10 · Payroll taxes
total $105,913 · program services $79,435 · management and general $26,478
-
11b · Fees: legal
total $36,552 · management and general $36,552
-
11c · Fees: accounting
total $19,220 · management and general $19,220
-
11f · Fees: investment management
total $11,903 · management and general $11,903
-
11g · Fees: other
total $43,435 · management and general $43,435
-
12 · Advertising and promotion
total $3,101 · management and general $3,101
-
13 · Office expenses
total $100,265 · management and general $100,265
-
16 · Occupancy
total $351,473 · program services $263,605 · management and general $87,868
-
18 · Travel or entertainment for public officials
total $16,892 · program services $16,892
-
22 · Depreciation, depletion and amortization
total $268,250 · program services $262,885 · management and general $5,365
-
23 · Insurance
total $64,316 · program services $48,237 · management and general $16,079
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $349,500 · end of year $428,271
-
2 · Savings and temporary cash investments
beginning of year $472,583 · end of year $548,788
-
4 · Accounts receivable
beginning of year $291,787 · end of year $287,088
-
9 · Prepaid expenses and deferred charges
beginning of year $27,893 · end of year $30,121
-
10a · Land, buildings and equipment: cost or other basis
$7,657,866
-
10b · Land, buildings and equipment: accumulated depreciation
$4,246,948
-
10c · Land, buildings and equipment, net
beginning of year $3,614,990 · end of year $3,410,918
-
11 · Investments: publicly traded securities
beginning of year $11,400,687 · end of year $10,947,683
-
15 · Other assets
beginning of year $11,167 · end of year $7,595
-
17 · Accounts payable and accrued expenses
beginning of year $166,908 · end of year $197,743
-
25 · Other liabilities
beginning of year $11,167 · end of year $7,595
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $15,990,532 · end of year $15,455,126
Mission and programs · 2024
Mission
PROVIDE WAGES AND BENEFITS WHILE PROVIDING ELECTRICAL TRAINING FOR LOCAL 164 MEMBERS.
Activities or mission (Part I)
PROVIDE WAGES AND BENEFITS WHILE ATTENDING TRAINING CLASSES.
-
PROVIDE ELECTRICAL TRAINING FOR LOCAL 164 MEMBERS.
Expenses $4,532,616 · Revenue $3,776,893
As filed on the 2024 return.
Listed in Part VII
-
Thomas SullivanTHOMAS SULLIVAN
TRUSTEE
- Total calculated
- $368,802
- From this org
- $0
- From related orgs
- $230,170
- Other
- $138,632
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $230,170 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $70,452 related
- Nontaxable benefits
- $0 + $68,180 related
- Filer's total
- $0 + $368,802 related
-
Daniel KellyDANIEL KELLY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Philip ChianettaPHILIP CHIANETTA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Vincent ColucciVINCENT COLUCCI
TRUSTEE
- Total calculated
- $23,438
- From this org
- $0
- From related orgs
- $23,438
- Other
- $0
- Hours/week
- 1
-
Anthony D'AnnaANTHONY D'ANNA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Daniel GumbleDANIEL GUMBLE
TRUSTEE
- Total calculated
- $426,036
- From this org
- $0
- From related orgs
- $266,045
- Other
- $159,991
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $266,045 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $81,307 related
- Nontaxable benefits
- $0 + $78,684 related
- Filer's total
- $0 + $426,036 related
-
Victor DochertyVICTOR DOCHERTY
TRUSTEE
- Total calculated
- $328,113
- From this org
- $0
- From related orgs
- $205,430
- Other
- $122,683
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $205,430 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $62,347 related
- Nontaxable benefits
- $0 + $60,336 related
- Filer's total
- $0 + $328,113 related
-
James EstabrookJAMES ESTABROOK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Warren BeckerWARREN BECKER
TRAINING DIRECTOR
- Total calculated
- $312,388
- From this org
- $194,030
- From related orgs
- $0
- Other
- $118,358
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $194,030
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $118,358
- Filer's total
- $312,388
-
Michael DegiglioMICHAEL DEGIGLIO
INSTRUCTOR
- Total calculated
- $254,167
- From this org
- $157,868
- From related orgs
- $0
- Other
- $96,299
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $157,868
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $96,299
- Filer's total
- $254,167
-
Roch LepageROCH LEPAGE
INSTRUCTOR
- Total calculated
- $254,284
- From this org
- $157,940
- From related orgs
- $0
- Other
- $96,344
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $157,940
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $96,344
- Filer's total
- $254,284
-
Craig SparanoCRAIG SPARANO
INSTRUCTOR
- Total calculated
- $275,893
- From this org
- $171,168
- From related orgs
- $0
- Other
- $104,725
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,168
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $104,725
- Filer's total
- $275,893
-
Ivan TarabocchiaIVAN TARABOCCHIA
INSTRUCTOR
- Total calculated
- $257,508
- From this org
- $159,943
- From related orgs
- $0
- Other
- $97,565
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,943
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $97,565
- Filer's total
- $257,508
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.
-
IBEW #164 WELFARE FUND
SECTION 501(C)(9) · PROVIDE MEDICAL AND OTHER RELATED BENEFITS FOR 164 MEMBERS · NJ
-
SECTION 401(A) · PROVIDE PENSION BENEFITS FOR LOCAL 164 MEMBERS · NJ
-
IBEW #164 ANNUITY FUND
SECTION 401(A) · PROVIDE ANNUITY BENEFITS FOR LOCAL 164 MEMBERS · NJ
-
SECTION 501(C)(5) · PROVIDE DRUG TESTING SERVICES FOR LOCAL 164 MEMBERS · NJ
-
SECTION 501(C)(5) · PROMOTE THE WELL BEING OF MEMBERS BY PROVIDING A VARIETY OF PROGRAMS/SERVICE · NJ
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202533189349309083
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