Form 990 for tax year 2023
Filed by MONTGOMERY ELECTRICAL JOINT APPRENTICESHIP & TRAINING TR FUND.
Totals
- Total revenue
- $179,875
- Total expenses
- $158,552
- Contributions and grants received
- $32,877
- Grants paid
- $0
- Program service revenue
- $142,299
- Investment income
- $4,691
- Other revenue
- $8
- Total assets, end of year
- $221,295
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $221,295
- Program services expenses (Part IX)
- $156,705
- Management and general expenses
- $1,847
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $156,705
Program services were 98.8% 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.
-
1e · Government grants (contributions)
$32,877
-
2a · Program service revenue: ASSESSMENT DUES
total $120,165 · related or exempt $120,165
-
2b · Program service revenue: BOOK REIMBURSEMENTS
total $16,816 · related or exempt $16,816
-
2c · Program service revenue: TESTING & MAKE-UP CLAS
total $5,318 · related or exempt $5,318
-
3 · Investment income
total $3,511 · excluded $3,511
-
7a · Gross sales of assets other than inventory
securities $16,669
-
7b · Less cost or other basis and sales expenses
securities $15,489
-
7c · Gain or loss
securities $1,180
-
7d · Net gain or loss
total $1,180 · excluded $1,180
-
11a · Other revenue: BANK FEE REFUND
total $8 · excluded $8
-
11e · Other revenue, total
$8
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $22,458 · program services $22,458
-
11f · Fees: investment management
total $860 · management and general $860
-
11g · Fees: other
total $27,421 · program services $27,421
-
12 · Advertising and promotion
total $600 · program services $600
-
16 · Occupancy
total $24,000 · program services $24,000
-
19 · Conferences, conventions and meetings
total $2,864 · program services $2,864
-
22 · Depreciation, depletion and amortization
total $10,219 · program services $10,219
-
23 · Insurance
total $315 · management and general $315
-
24a · Other expenses: TRAINING EXPENSES
total $69,143 · program services $69,143
-
24b · Other expenses: MISCELLANEOUS EXPENSES
total $500 · management and general $500
-
24c · Other expenses: TAXES AND LICENSES
total $172 · management and general $172
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $60,133 · end of year $59,990
-
2 · Savings and temporary cash investments
beginning of year $2,045 · end of year $2,120
-
10a · Land, buildings and equipment: cost or other basis
$140,018
-
10b · Land, buildings and equipment: accumulated depreciation
$89,464
-
10c · Land, buildings and equipment, net
beginning of year $32,909 · end of year $50,554
-
11 · Investments: publicly traded securities
beginning of year $104,885 · end of year $108,631
-
27 · Net assets without donor restrictions
beginning of year $199,972 · end of year $221,295
Mission and programs · 2023
Mission
THE ORGANIZATION PROVIDES EDUCATIONAL AND TRAINING PROGRAMS FOR ELECTRICAL APPRENTICES AND JOURNEYMEN.
Activities or mission (Part I)
THE PURPOSE OF THE ASSOCIATION IS THE SUPPORT OF EDUCATIONAL AND TRAINING PROGRAMS FOR ELECTRICAL APPRENTICES AND JOURNEYMEN IN THE AREA COVERED BY THE COLLECTIVE BARGAINING AGREEEMENT.
-
INSTITUTING AND ADMINISTERING THE EDUCATIONAL AND TRAINING PROGRAMS FOR APPRENTICE AND JOURNEYMAN ELECTRICIANS
Expenses $156,705 · Revenue $142,299
As filed on the 2023 return.
Listed in Part VII
-
Andrew VarvoutisANDREW VARVOUTIS
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
David HayesDAVID HAYES
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Tracorey HardamonTRACOREY HARDAMON
COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Herman BaylessHERMAN BAYLESS
TRAINING DIRECTOR
- Total calculated
- $12,246
- From this org
- $12,246
- From related orgs
- $0
- Other
- $0
- Hours/week
- 10
-
Corey SpringsCOREY SPRINGS
COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Korey HallKOREY HALL
COMMITTEE MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James CardwellJAMES CARDWELL
PAST TRAINING DIRECTOR
- Total calculated
- $10,756
- From this org
- $10,756
- From related orgs
- $0
- Other
- $0
- Hours/week
- 10
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.
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.
-
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS - LOCAL 443
501(C)(5) · REPRESENTATION BEFORE THE VARIOUS EMPLOYERS OF THE LOCAL'S MEMBERS · AL
-
MONTGOMERY ELECTRICIANS FRATERNAL ASSOCIATION
501(C)(5) · PROMOTE MORE ENLARGED AND FRIENDLY RELATIONS AMONG ELECTRICAL WORKERS · AL
Directly controlled by INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS - LOCAL 443
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443209349306659
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