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← LOCAL 63 EDUCATIONAL TRUST FUND

Form 990 for tax year 2024

Filed by LOCAL 63 EDUCATIONAL TRUST FUND.

Totals

Total revenue
$368,600
Total expenses
$294,053
Contributions and grants received
$5,000
Grants paid
$0
Program service revenue
$345,448
Investment income
$7,331
Other revenue
$10,821
Total assets, end of year
$1,075,779
Total liabilities, end of year
$6,350
Net assets or fund balances, end of year
$1,069,429
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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.

  • 1f · All other contributions, gifts and grants

    $5,000

  • 2a · Program service revenue: CONTRIBUTIONS FROM EMP

    total $308,178 · related or exempt $308,178

  • 2b · Program service revenue: LEASE INCOME

    total $30,335 · related or exempt $30,335

  • 2c · Program service revenue: BOOK FEES

    total $4,995 · related or exempt $4,995

  • 2d · Program service revenue: APPRENTICE APPLICATION

    total $1,940 · related or exempt $1,940

  • 3 · Investment income

    total $7,331 · excluded $7,331

  • 11a · Other revenue: SCHOLARSHIP LOAN AGREE

    total $10,000 · related or exempt $10,000

  • 11b · Other revenue: REIMBURSED EXPENSES

    total $821 · related or exempt $821

  • 11e · Other revenue, total

    $10,821

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $42,343

  • 7 · Other salaries and wages

    total $73,075

  • 10 · Payroll taxes

    total $9,887

  • 11a · Fees: management

    total $7,200

  • 11b · Fees: legal

    total $19,902

  • 11c · Fees: accounting

    total $8,000

  • 11g · Fees: other

    total $430

  • 13 · Office expenses

    total $16,189

  • 16 · Occupancy

    total $20,224

  • 17 · Travel

    total $8,907

  • 22 · Depreciation, depletion and amortization

    total $35,407

  • 23 · Insurance

    total $14,926

  • 24a · Other expenses: CLASS SUPPLIES AND MATE

    total $12,260

  • 24b · Other expenses: MED-GAS SUPPLIES

    total $10,986

  • 24c · Other expenses: CERTIFICATION/TESTING F

    total $5,854

  • 24d · Other expenses: MED-GAS CERTIFICATIONS

    total $4,720

  • 24e · All other expenses

    total $3,743

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $711,327 · end of year $817,455

  • 4 · Accounts receivable

    beginning of year $24,470 · end of year $26,850

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,730 · end of year $10,552

  • 10a · Land, buildings and equipment: cost or other basis

    $1,084,114

  • 10b · Land, buildings and equipment: accumulated depreciation

    $865,284

  • 10c · Land, buildings and equipment, net

    beginning of year $254,237 · end of year $218,830

  • 15 · Other assets

    beginning of year $2,644 · end of year $2,092

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,526 · end of year $6,350

  • 27 · Net assets without donor restrictions

    beginning of year $994,882 · end of year $1,069,429

Mission and programs · 2024

Mission

TO PROVIDE INSTRUCTION OF PROFESSIONAL TECHNIQUES AND STANDARDS TO APPRENTICE PLUMBERS THROUGH A TRAINING PROGRAM.

  • TO PROVIDE INSTRUCTION OF PROFESSIONAL TECHNIQUES AND STANDARDS TO APPRENTICE PLUMBERS THROUGH A TRAINING PROGRAM.

As filed on the 2024 return.

Listed in Part VII

  • Quint Koehl

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Don Deakin

    TRUSTEE

    Total calculated
    $865
    From this org
    $865
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Thomas Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Bouc

    TRUSTEE

    Total calculated
    $5,273
    From this org
    $5,273
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Scott Cicciarelli

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David Maroon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    12

  • Tom Spears

    TRAINING COORDINATOR

    Total calculated
    $38,888
    From this org
    $38,888
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
18 February 2026
IRS schema version
2024v5.5
Source object
202620569349300907

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