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← STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 EXTENSION FUND

Form 990 for tax year 2023

Filed by STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 EXTENSION FUND.

Totals

Total revenue
$1,040,105
Total expenses
$786,020
Contributions and grants received
$75,000
Grants paid
$0
Program service revenue
$937,890
Investment income
$27,215
Other revenue
$0
Total assets, end of year
$1,816,127
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,816,127
Program services expenses (Part IX)
$777,363
Management and general expenses
$8,657
Fundraising expenses
$0
Program service expenses (Part III)
$777,363

Program services were 98.9% 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.

  • 1d · Related organizations

    $75,000

  • 2a · Program service revenue: MEMBERSHIP ASSESSMENTS

    total $937,890 · related or exempt $937,890

  • 3 · Investment income

    total $27,215 · related or exempt $27,215

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $293,936 · program services $293,936

  • 8 · Pension plan contributions

    total $170,874 · program services $170,874

  • 10 · Payroll taxes

    total $22,638 · program services $22,638

  • 11c · Fees: accounting

    total $8,657 · management and general $8,657

  • 12 · Advertising and promotion

    total $829 · program services $829

  • 13 · Office expenses

    total $3,803 · program services $3,803

  • 17 · Travel

    total $15,788 · program services $15,788

  • 21 · Payments to affiliates

    total $246,446 · program services $246,446

  • 22 · Depreciation, depletion and amortization

    total $9,074 · program services $9,074

  • 24a · Other expenses: OTHER EXPENSE

    total $4,119 · program services $4,119

  • 24b · Other expenses: INCIDENTALS

    total $3,900 · program services $3,900

  • 24c · Other expenses: AUTO EXPENSE

    total $3,700 · program services $3,700

  • 24d · Other expenses: TELEPHONE

    total $2,256 · program services $2,256

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $576,712 · end of year $645,018

  • 2 · Savings and temporary cash investments

    beginning of year $953,570 · end of year $1,148,423

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

    $45,372

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

    $22,686

  • 10c · Land, buildings and equipment, net

    beginning of year $31,760 · end of year $22,686

  • 27 · Net assets without donor restrictions

    beginning of year $1,562,042 · end of year $1,816,127

Mission and programs · 2023

Mission

NONE

Activities or mission (Part I)

IMPROVE JOB OPPORTUNITIES FOR MEMBERS

  • IMPROVEMENT OF JOB OPPORTUNITIES FOR MEMBERS.

    Expenses $777,363 · Revenue $965,105

As filed on the 2023 return.

Listed in Part VII

  • Gary D Dixon

    FINANCIAL SECRETARY

    Total calculated
    $126,193
    From this org
    $0
    From related orgs
    $126,193
    Other
    $0
    Hours/week
    1

  • Brett Dehart

    BUSINESS MANAGER

    Total calculated
    $134,977
    From this org
    $0
    From related orgs
    $134,977
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $134,977 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $134,977 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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
11 December 2024
IRS schema version
2023v5.1
Source object
202413549349301006

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