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← IBEW LOCAL UNION NO 5-WESTERN PA CHAPTER NECA LABOR-MGMT COOPERATIO

Form 990 for tax year 2023

Filed by IBEW LOCAL UNION NO 5-WESTERN PA CHAPTER NECA LABOR-MGMT COOPERATIO.

Totals

Total revenue
$1,943,653
Total expenses
$1,727,082
Contributions and grants received
$0
Grants paid
$136,450
Program service revenue
$1,919,747
Investment income
$23,906
Other revenue
$0
Total assets, end of year
$2,414,129
Total liabilities, end of year
$31,690
Net assets or fund balances, end of year
$2,382,439
Program services expenses (Part IX)
$1,113,266
Management and general expenses
$613,816
Fundraising expenses
$0
Program service expenses (Part III)
$1,113,266

Program services were 64.5% 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: EMPLOYER CONTRIBUTIONS

    total $1,919,747 · related or exempt $1,919,747

  • 3 · Investment income

    total $23,906 · excluded $23,906

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $136,450 · program services $136,450

  • 7 · Other salaries and wages

    total $123,914 · management and general $123,914

  • 8 · Pension plan contributions

    total $12,714 · management and general $12,714

  • 10 · Payroll taxes

    total $6,053 · management and general $6,053

  • 11b · Fees: legal

    total $157 · management and general $157

  • 11c · Fees: accounting

    total $14,490 · management and general $14,490

  • 11g · Fees: other

    total $89,309 · management and general $89,309

  • 12 · Advertising and promotion

    total $333,791 · management and general $333,791

  • 13 · Office expenses

    total $10,172 · management and general $10,172

  • 16 · Occupancy

    total $12,138 · management and general $12,138

  • 23 · Insurance

    total $11,078 · management and general $11,078

  • 24a · Other expenses: IBEW LU #5

    total $865,162 · program services $865,162

  • 24b · Other expenses: DRUG TESTING/TOOL FAIR

    total $109,104 · program services $109,104

  • 24c · Other expenses: OTHER EXPENSES

    total $2,550 · program services $2,550

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,930,194 · end of year $2,139,799

  • 2 · Savings and temporary cash investments

    beginning of year $100,651 · end of year $105,973

  • 4 · Accounts receivable

    beginning of year $162,602 · end of year $168,357

  • 17 · Accounts payable and accrued expenses

    beginning of year $27,579 · end of year $31,690

  • 27 · Net assets without donor restrictions

    beginning of year $2,165,868 · end of year $2,382,439

Mission and programs · 2023

Mission

SEE SCHEDULE O

Activities or mission (Part I)

TO IMPROVE COMMUNICATION BETWEEN REPRESENTATIVES OF LABOR ANDMANAGEMENT; TO PROVIDE WORKERS AND EMPLOYERS BOTH OPPORTUNITIES TO STUDY AND EXPLORE NEW AND INNOVATIVE JOINT APPROACHES TO ACHIEVING ORGANIZATIONAL EFFECTIVENESS; TO ASSIST WORKERS AND EMPLOYERS IN SOLVING PROBLEMS OF MUTUAL CONCERNNOT SUSCEPTIBLE TO RESOLUTION WITHIN THE COLLECTIVE BARGAINING PROCESS; TO STUDY AND EXPLORE WAYS OF ELIMINATING POTENTIAL PROBLEMS WHICH REDUCE THE COMPETITIVENESS AND INHIBIT THE ECONOMIC DEVELOPMENT OF THE ELECTRICAL CONSTRUCTION INDUSTRY;TO ENHANCE THE INVOLVEMENT OF WORKERS IN MAKING DECISIONS THAT AFFECT THEIR WORKING LIVES; TO SPONSOR PROGRAMS WHICH IMPROVE JOB SECURITY, ENHANCE ECONOMIC AND COMMUNITY DEVELOPMENT, PROMOTE THE GENERAL WELFARE OF THE COMMUNITY ANDTHE INDUSTRY.

  • PROGRAM SERVICES IDENTIFIED IN THE MISSION STATEMENT

  • Expenses $1,113,266

As filed on the 2023 return.

Listed in Part VII

  • Alfred Franklin

    UNION TRUSTEE

    Total calculated
    $164,587
    From this org
    $0
    From related orgs
    $164,587
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $164,587 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $164,587 related

  • Michael Varholla

    UNION TRUSTEE

    Total calculated
    $165,377
    From this org
    $0
    From related orgs
    $165,377
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $165,377 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $165,377 related

  • Thomas McIntyre

    UNION TRUSTEE

    Total calculated
    $190,517
    From this org
    $0
    From related orgs
    $190,517
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $190,517 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $190,517 related

  • Joe Rios

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Timothy Schultheis

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Todd Mikec

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Chad Jones

    EXECUTIVE DIRECTOR

    Total calculated
    $383,799
    From this org
    $64,380
    From related orgs
    $319,419
    Other
    $0
    Hours/week
    8

    Schedule J breakdown matched by us

    Base
    $64,380 + $319,419 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $64,380 + $319,419 related

  • Cody Phillips

    ASSISTANT DIRECTOR

    Total calculated
    $278,799
    From this org
    $44,380
    From related orgs
    $234,419
    Other
    $0
    Hours/week
    8

    Schedule J breakdown matched by us

    Base
    $44,380 + $234,419 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $44,380 + $234,419 related

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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

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
2023
Filed
1 May 2024
IRS schema version
2023v5.0
Source object
202411309349304096

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