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← LOCAL 44 J A T C EDUCATIONAL DEVELOPMENT TRUST

Form 990 for tax year 2024

Filed by LOCAL 44 J A T C EDUCATIONAL DEVELOPMENT TRUST.

Totals

Total revenue
$774,681
Total expenses
$947,058
Contributions and grants received
$691,820
Grants paid
$933,956
Program service revenue
$0
Investment income
$82,861
Other revenue
$0
Total assets, end of year
$2,258,205
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,258,205
Program services expenses (Part IX)
$933,956
Management and general expenses
$13,102
Fundraising expenses
$0
Program service expenses (Part III)
$933,956

Program services were 98.6% 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.

  • 1b · Membership dues

    $691,820

  • 3 · Investment income

    total $41,118 · excluded $41,118

  • 7a · Gross sales of assets other than inventory

    securities $329,110

  • 7b · Less cost or other basis and sales expenses

    securities $287,367

  • 7c · Gain or loss

    securities $41,743

  • 7d · Net gain or loss

    total $41,743 · excluded $41,743

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $933,956 · program services $933,956

  • 11f · Fees: investment management

    total $5,877 · management and general $5,877

  • 13 · Office expenses

    total $25 · management and general $25

  • 22 · Depreciation, depletion and amortization

    total $3,590 · management and general $3,590

  • 23 · Insurance

    total $3,610 · management and general $3,610

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $585,887 · end of year $95,097

  • 4 · Accounts receivable

    beginning of year $56,146 · end of year $69,603

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

    $143,733

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

    $73,883

  • 10c · Land, buildings and equipment, net

    beginning of year $73,440 · end of year $69,850

  • 11 · Investments: publicly traded securities

    beginning of year $1,695,783 · end of year $2,018,185

  • 15 · Other assets

    beginning of year $4,573 · end of year $5,470

  • 28 · Net assets with donor restrictions

    beginning of year $2,415,829 · end of year $2,258,205

Mission and programs · 2024

Mission

To receive collectively bargained contributions to develop, maintain, and administer apprentice and journeyman training programs for employees of participating employers.

Activities or mission (Part I)

To provide continuous support for apprentice and journeyman training programs.

  • The Trust provides continuous financial support of apprentice training and journeyman level training updates in the plumbing and pipefitting industry.

    Expenses $933,956 · Grants $933,956

As filed on the 2024 return.

Listed in Part VII

  • Brett Wideman

    Secretary

    Total calculated
    $212,497
    From this org
    $0
    From related orgs
    $137,053
    Other
    $75,444
    Hours/week
    1 + 41 related

    Schedule J breakdown matched by us

    Base
    $0 + $137,053 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $56,940 related
    Nontaxable benefits
    $0 + $18,504 related
    Filer's total
    $0 + $212,497 related

  • Joseph Hauser

    Trustee

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    1

  • George Renner

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • Don Williams

    Trustee

    Total calculated
    $0
    Hours/week
    1

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 · Written employment contract
  • 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

The filer's explanations (Part III)

Part I, Line 3
Brett Wideman is the Business Manager of Local 44 and a Trustee of this trust. His compensation is determined and approved by the Executive Board of Local 44 using comparable data from within the local area and surrounding jurisdictions based on standard union wage scale as outlined in the compensation contract.

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

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.

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202533219349311693

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