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← MICHIGAN STATEWIDE CARPENTERS AND MILLWRIGHTS JATC FUND

Form 990 for tax year 2023

Filed by MICHIGAN STATEWIDE CARPENTERS AND MILLWRIGHTS JATC FUND.

Totals

Total revenue
$14,479,567
Total expenses
$9,274,479
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$12,606,544
Investment income
$274,621
Other revenue
$1,598,402
Total assets, end of year
$51,268,595
Total liabilities, end of year
$22,769,506
Net assets or fund balances, end of year
$28,499,089
Program services expenses (Part IX)
$6,665,336
Management and general expenses
$2,609,143
Fundraising expenses
$0
Program service expenses (Part III)
$6,665,336

Program services were 71.9% 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.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $12,606,544 · related or exempt $12,606,544

  • 3 · Investment income

    total $265,621 · excluded $265,621

  • 6a · Gross rents

    real property $331,148

  • 6b · Less rental expenses

    real property $1,835,785

  • 6c · Rental income or loss

    real property -$1,504,637

  • 6d · Net rental income or loss

    total -$1,504,637 · unrelated business -$1,549,928 · excluded $45,291

  • 7a · Gross sales of assets other than inventory

    other assets $9,000

  • 7c · Gain or loss

    other assets $9,000

  • 7d · Net gain or loss

    total $9,000 · related or exempt $9,000

  • 11a · Other revenue: MISC GRANTS

    total $2,697,977 · related or exempt $2,697,977

  • 11b · Other revenue: REIMBURSEMENTS

    total $324,929 · related or exempt $324,929

  • 11c · Other revenue: SALES

    total $64,090 · related or exempt $64,090

  • 11d · All other revenue

    total $16,043 · related or exempt $16,043

  • 11e · Other revenue, total

    $3,103,039

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $1,127,341 · program services $1,127,341

  • 5 · Compensation of officers, directors and key employees

    total $269,828 · program services $269,828

  • 7 · Other salaries and wages

    total $2,991,655 · program services $2,991,655

  • 8 · Pension plan contributions

    total $1,606,602 · program services $1,606,602

  • 10 · Payroll taxes

    total $238,327 · program services $238,327

  • 11a · Fees: management

    total $63,771 · management and general $63,771

  • 11b · Fees: legal

    total $162,786 · management and general $162,786

  • 11c · Fees: accounting

    total $37,690 · management and general $37,690

  • 11g · Fees: other

    total $3,467 · management and general $3,467

  • 12 · Advertising and promotion

    total $22,734 · management and general $22,734

  • 13 · Office expenses

    total $188,231 · program services $58,117 · management and general $130,114

  • 14 · Information technology

    total $40,243 · program services $36,849 · management and general $3,394

  • 16 · Occupancy

    total $1,756,521 · program services $290,348 · management and general $1,466,173

  • 19 · Conferences, conventions and meetings

    total $46,269 · program services $46,269

  • 20 · Interest

    total -$907,154 · management and general -$907,154

  • 22 · Depreciation, depletion and amortization

    total $1,449,802 · management and general $1,449,802

  • 23 · Insurance

    total $176,366 · management and general $176,366

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,182,085 · end of year $3,882,007

  • 4 · Accounts receivable

    beginning of year $1,523,954 · end of year $1,459,301

  • 8 · Inventories for sale or use

    beginning of year $34,715 · end of year $41,529

  • 9 · Prepaid expenses and deferred charges

    beginning of year $198,736 · end of year $171,093

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

    $44,297,467

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

    $5,875,040

  • 10c · Land, buildings and equipment, net

    beginning of year $39,629,450 · end of year $38,422,427

  • 11 · Investments: publicly traded securities

    beginning of year $5,039,655 · end of year $7,292,238

  • 17 · Accounts payable and accrued expenses

    beginning of year $171,197 · end of year $86,033

  • 19 · Deferred revenue

    beginning of year $259,772 · end of year $199,772

  • 23 · Secured mortgages and notes payable

    beginning of year $25,709,481 · end of year $22,330,810

  • 25 · Other liabilities

    beginning of year $174,143 · end of year $152,891

  • 27 · Net assets without donor restrictions

    beginning of year $23,294,002 · end of year $28,499,089

Mission and programs · 2023

Mission

TO PROVIDE EDUCATION, TRAINING, AND RELATED BENEFITS TO ELIGIBLE PARTICIPANTS OF THE FUND, THROUGH A TAFT HARTLEY COLLECTIVELY BARGANINED AGREEMENT.

  • PROVIDING EDUCATION, TRAINING, AND RELATED BENEFITS TO ELIGIBLE PARTICIPANTS OF THE FUND, THROUGH A TAFT HARTLEY COLLECTIVELY BARGANINED AGREEMENT.

    Expenses $6,665,336 · Revenue $12,606,544

As filed on the 2023 return.

Listed in Part VII

  • Donna Pardonnet

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Anne Brown

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dave Hurst

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jim Judd

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Colin McLean

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Harry M Somerset III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bob Spence III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bill Woolwine

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Todd Begerowski

    TRUSTEE - AL

    Total calculated
    $0
    Hours/week
    1

  • Phil Ruffin

    TRUSTEE - AL

    Total calculated
    $0
    Hours/week
    1

  • Paul Wrzesinski

    TRUSTEE - AL

    Total calculated
    $0
    Hours/week
    1

  • Michael Barnwell

    CHAIRMAN

    Total calculated
    $332,704
    From this org
    $0
    From related orgs
    $193,302
    Other
    $139,402
    Hours/week
    1 + 55 related

    Schedule J breakdown matched by us

    Base
    not reported + $181,938 related
    Bonus
    not reported + $600 related
    Other
    not reported + $10,764 related
    Deferred
    not reported + $122,658 related
    Nontaxable benefits
    not reported + $16,744 related
    Filer's total
    not reported + $332,704 related

  • Paul Jewell

    TRUSTEE

    Total calculated
    $244,585
    From this org
    $0
    From related orgs
    $132,960
    Other
    $111,625
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $132,960 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported + $111,625 related
    Filer's total
    not reported + $244,585 related

  • Vince Dawe

    TRUSTEE

    Total calculated
    $209,139
    From this org
    $0
    From related orgs
    $129,181
    Other
    $79,958
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    not reported + $95,081 related
    Bonus
    not reported + $600 related
    Other
    not reported + $33,500 related
    Deferred
    not reported + $67,374 related
    Nontaxable benefits
    not reported + $12,584 related
    Filer's total
    not reported + $209,139 related

  • Brian Kerrigan

    TRUSTEE

    Total calculated
    $218,016
    From this org
    $0
    From related orgs
    $133,566
    Other
    $84,450
    Hours/week
    1 + 48 related

    Schedule J breakdown matched by us

    Base
    not reported + $100,466 related
    Bonus
    not reported + $600 related
    Other
    not reported + $32,500 related
    Deferred
    not reported + $71,866 related
    Nontaxable benefits
    not reported + $12,584 related
    Filer's total
    not reported + $218,016 related

  • Kevin Lucke

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Thomas Lutz

    TRUSTEE

    Total calculated
    $404,066
    From this org
    $0
    From related orgs
    $263,010
    Other
    $141,056
    Hours/week
    1 + 60 related

    Schedule J breakdown matched by us

    Base
    not reported + $253,390 related
    Bonus
    not reported
    Other
    not reported + $9,620 related
    Deferred
    not reported + $125,956 related
    Nontaxable benefits
    not reported + $15,100 related
    Filer's total
    not reported + $404,066 related

  • Ronald Maracle

    TRUSTEE

    Total calculated
    $129,281
    From this org
    $0
    From related orgs
    $129,281
    Other
    $0
    Hours/week
    1 + 40 related

  • Dave Pehrson

    TRUSTEE

    Total calculated
    $129,764
    From this org
    $0
    From related orgs
    $129,764
    Other
    $0
    Hours/week
    1 + 40 related

  • Jason Reed

    TRUSTEE - AL

    Total calculated
    $0
    Hours/week
    1

  • Tod Sandy

    STATEWIDE DI

    Total calculated
    $277,607
    From this org
    $174,105
    From related orgs
    $2,000
    Other
    $101,502
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $149,715 + $2,000 related
    Bonus
    not reported
    Other
    $24,390
    Deferred
    $101,502
    Nontaxable benefits
    not reported
    Filer's total
    $275,607 + $2,000 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
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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
17 April 2025
IRS schema version
2023v6.0
Source object
202521129349300927

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