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← LOCAL 63 EDUCATIONAL TRUST FUND

Form 990 for tax year 2023

Filed by LOCAL 63 EDUCATIONAL TRUST FUND.

Totals

Total revenue
$348,564
Total expenses
$272,503
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$341,566
Investment income
$6,297
Other revenue
$701
Total assets, end of year
$1,001,408
Total liabilities, end of year
$6,526
Net assets or fund balances, end of year
$994,882
Program services expenses (Part IX)
$194,308
Management and general expenses
$78,195
Fundraising expenses
$0
Program service expenses (Part III)
$194,308

Program services were 71.3% 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: CONTRIBUTIONS FROM EMP

    total $290,767 · related or exempt $290,767

  • 2b · Program service revenue: LEASE INCOME

    total $44,510 · related or exempt $44,510

  • 2c · Program service revenue: BOOK FEES

    total $5,952 · related or exempt $5,952

  • 2d · Program service revenue: APPRENTICE APPLICATION

    total $337 · related or exempt $337

  • 3 · Investment income

    total $6,297 · excluded $6,297

  • 11a · Other revenue: REIMBURSED EXPENSES

    total $701 · related or exempt $701

  • 11e · Other revenue, total

    $701

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $10,374 · program services $10,374

  • 7 · Other salaries and wages

    total $102,522 · program services $84,514 · management and general $18,008

  • 10 · Payroll taxes

    total $9,802 · program services $8,234 · management and general $1,568

  • 11a · Fees: management

    total $7,200 · management and general $7,200

  • 11b · Fees: legal

    total $15,888 · management and general $15,888

  • 11c · Fees: accounting

    total $7,350 · management and general $7,350

  • 11g · Fees: other

    total $390 · management and general $390

  • 13 · Office expenses

    total $13,089 · management and general $13,089

  • 16 · Occupancy

    total $18,001 · program services $18,001

  • 17 · Travel

    total $5,282 · management and general $5,282

  • 22 · Depreciation, depletion and amortization

    total $35,562 · program services $29,890 · management and general $5,672

  • 23 · Insurance

    total $13,813 · program services $11,610 · management and general $2,203

  • 24a · Other expenses: CLASS SUPPLIES AND MATE

    total $18,861 · program services $18,861

  • 24b · Other expenses: MED-GAS CERTIFICATIONS

    total $6,650 · program services $6,650

  • 24c · Other expenses: EQUIPMENT REPAIRS

    total $1,896 · program services $1,896

  • 24d · Other expenses: MED-GAS SUPPLIES

    total $1,858 · program services $1,858

  • 24e · All other expenses

    total $3,965 · program services $2,420 · management and general $1,545

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $603,781 · end of year $711,327

  • 4 · Accounts receivable

    beginning of year $23,295 · end of year $24,470

  • 9 · Prepaid expenses and deferred charges

    beginning of year $9,202 · end of year $8,730

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

    $1,084,114

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

    $829,877

  • 10c · Land, buildings and equipment, net

    beginning of year $289,799 · end of year $254,237

  • 15 · Other assets

    beginning of year $2,438 · end of year $2,644

  • 17 · Accounts payable and accrued expenses

    beginning of year $9,694 · end of year $6,526

  • 27 · Net assets without donor restrictions

    beginning of year $918,821 · end of year $994,882

Mission and programs · 2023

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.

    Expenses $194,308

As filed on the 2023 return.

Listed in Part VII

  • Quint Koehl

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Don Deakin

    TRUSTEE

    Total calculated
    $1,293
    From this org
    $1,293
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Thomas Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Bouc

    TRUSTEE

    Total calculated
    $7,904
    From this org
    $7,904
    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
    $38,012
    From this org
    $38,012
    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
2023
Filed
26 January 2025
IRS schema version
2023v6.0
Source object
202510269349300056

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