Form 990 for tax year 2023
Filed by IUPAT DISTRICT COUNCIL 21 LABOR MANAGEMENT FUND.
Totals
- Total revenue
- $291,596
- Total expenses
- $443,724
- Contributions and grants received
- $0
- Grants paid
- $1,673
- Program service revenue
- $274,992
- Investment income
- $16,604
- Other revenue
- $0
- Total assets, end of year
- $580,261
- Total liabilities, end of year
- $1,382
- Net assets or fund balances, end of year
- $578,879
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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 $274,992 · related or exempt $274,992
-
3 · Investment income
total $16,678 · excluded $16,678
-
7a · Gross sales of assets other than inventory
securities $1,000
-
7b · Less cost or other basis and sales expenses
securities $1,074
-
7c · Gain or loss
securities -$74
-
7d · Net gain or loss
total -$74 · excluded -$74
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $1,673
-
11a · Fees: management
total $14,291
-
11b · Fees: legal
total $2,961
-
11c · Fees: accounting
total $5,174
-
11f · Fees: investment management
total $273
-
11g · Fees: other
total $146,507
-
12 · Advertising and promotion
total $87,160
-
13 · Office expenses
total $303
-
19 · Conferences, conventions and meetings
total $36,296
-
23 · Insurance
total $3,452
-
24a · Other expenses: PILOT PROGRAM REIMBURSE
total $60,000
-
24b · Other expenses: PROMOTIONAL EVENTS
total $43,810
-
24c · Other expenses: INDUSTRIAL PAINTER TEST
total $20,699
-
24d · Other expenses: TRAINING
total $12,000
-
24e · All other expenses
total $9,125
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $312,838 · end of year $142,725
-
4 · Accounts receivable
beginning of year $24,994 · end of year $27,491
-
9 · Prepaid expenses and deferred charges
beginning of year $3,185 · end of year $3,002
-
11 · Investments: publicly traded securities
beginning of year $380,870 · end of year $407,043
-
17 · Accounts payable and accrued expenses
beginning of year $1,458 · end of year $1,382
-
27 · Net assets without donor restrictions
beginning of year $720,429 · end of year $578,879
Mission and programs · 2023
Mission
TO ADVANCE THE INTERESTS OF THE PAINTING AND ALLIED TRADES INDUSTRY IN CENTRAL AND NORTHEAST PENNSYLVANIA, THE PHILADELPHIA REGION, SOUTHERN NEW JERSEY, AND THE STATE OF DELAWARE THROUGH IMPROVED COMMUNICATION BETWEEN REPRESENTATIVES OF LABOR AND MANAGEMENT.
-
TO ADVANCE THE INTERESTS OF THE PAINTING AND ALLIED TRADES INDUSTRY IN CENTRAL AND NORTHEAST PENNSYLVANIA, THE PHILADELPHIA REGION, SOUTHERN NEW JERSEY, AND THE STATE OF DELAWARE THROUGH IMPROVED COMMUNICATION BETWEEN REPRESENTATIVES OF LABOR AND MANAGEMENT.
As filed on the 2023 return.
Listed in Part VII
-
Mike ThurmanMIKE THURMAN
EMPLOYER CO-CHAIR TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Ron KudlaRON KUDLA
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Leo GallagherLEO GALLAGHER
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Ben ConnorsBEN CONNORS
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Cate ScottCATE SCOTT
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Matt TrzaskaMATT TRZASKA
UNION TRUSTEE
- Total calculated
- $306,254
- From this org
- $0
- From related orgs
- $170,601
- Other
- $135,653
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $170,601 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $104,647 related
- Nontaxable benefits
- $0 + $31,006 related
- Filer's total
- $0 + $306,254 related
-
Fran McLaughlinFRAN MCLAUGHLIN
UNION CO-CHAIR TRUSTEE
- Total calculated
- $346,991
- From this org
- $0
- From related orgs
- $189,842
- Other
- $157,149
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $189,842 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $116,427 related
- Nontaxable benefits
- $0 + $40,722 related
- Filer's total
- $0 + $346,991 related
-
Mike LaughlinMIKE LAUGHLIN
UNION TRUSTEE
- Total calculated
- $306,462
- From this org
- $0
- From related orgs
- $170,393
- Other
- $136,069
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $170,393 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $104,745 related
- Nontaxable benefits
- $0 + $31,324 related
- Filer's total
- $0 + $306,462 related
-
Aj CasparroAJ CASPARRO
UNION TRUSTEE
- Total calculated
- $269,864
- From this org
- $0
- From related orgs
- $150,026
- Other
- $119,838
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $150,026 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $89,689 related
- Nontaxable benefits
- $0 + $30,149 related
- Filer's total
- $0 + $269,864 related
-
Matt CortezMATT CORTEZ
UNION TRUSTEE
- Total calculated
- $285,878
- From this org
- $0
- From related orgs
- $160,951
- Other
- $124,927
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $160,951 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $94,907 related
- Nontaxable benefits
- $0 + $30,020 related
- Filer's total
- $0 + $285,878 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.
-
IUPAT DISTRICT COUNCIL NO 21 WELFARE FUND
501(C)(9) · WELFARE FUND · PA
-
IUPAT DISTRICT COUNCIL NO 21 ANNUITY FUND
401(A) · ANNUITY FUND · PA
-
IUPAT DISTRICT COUNCIL NO 21 JOB ORGANIZATION PROGRAM FUND
501(C)(5) · SUBSIDY FUND · PA
-
IUPAT DISTRICT COUNCIL NO 21 OF NORTHEASTERN PA ANNUITY FUND
401(A) · ANNUITY FUND · PA
-
IUPAT DISTRICT COUNCIL NO 21 RALPH WILLIAMS SCHOLARSHIP FUND
501(C)(5) · SCHOLARSHIP FUND · PA
-
FINISHING TRADES INSTITUTE OF THE MID-ATLANTIC REGION
501(C)(3) · EDUCATION FUND · PA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 25 June 2024
- IRS schema version
- 2023v5.1
- Source object
- 202441779349300304
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