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← ELEVATOR INDUSTRY WORK PRESERVATION FUND

Form 990 for tax year 2022

Filed by ELEVATOR INDUSTRY WORK PRESERVATION FUND.

Totals

Total revenue
$39,452,103
Total expenses
$30,659,890
Contributions and grants received
$0
Grants paid
$1,500,000
Program service revenue
$37,981,175
Investment income
$46
Other revenue
$1,470,882
Total assets, end of year
$91,581,179
Total liabilities, end of year
$14,659,074
Net assets or fund balances, end of year
$76,922,105
Program services expenses (Part IX)
$21,812,527
Management and general expenses
$8,847,363
Fundraising expenses
$0
Program service expenses (Part III)
$21,812,527

Program services were 71.1% 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: RECEIPTS FROM EMPLOYERS

    total $37,981,175 · related or exempt $37,981,175

  • 3 · Investment income

    total $46 · excluded $46

  • 11a · Other revenue: ADMINISTRATIVE FEE

    total $1,463,232 · related or exempt $1,463,232

  • 11b · Other revenue: PACE CONTINUING EDUCATION FEES

    total $7,650 · related or exempt $7,650

  • 11e · Other revenue, total

    $1,470,882

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,500,000 · program services $1,500,000

  • 5 · Compensation of officers, directors and key employees

    total $4,064,058 · management and general $4,064,058

  • 7 · Other salaries and wages

    total $2,070,781 · management and general $2,070,781

  • 8 · Pension plan contributions

    total $479,587 · management and general $479,587

  • 9 · Other employee benefits

    total $327,735 · management and general $327,735

  • 10 · Payroll taxes

    total $298,754 · management and general $298,754

  • 11a · Fees: management

    total $13,750 · management and general $13,750

  • 11b · Fees: legal

    total $42,644 · management and general $42,644

  • 11c · Fees: accounting

    total $33,000 · management and general $33,000

  • 11d · Fees: lobbying

    total $1,128,423 · program services $1,128,423

  • 11g · Fees: other

    total $61,074 · management and general $61,074

  • 13 · Office expenses

    total $829,514 · management and general $829,514

  • 16 · Occupancy

    total $367,198 · management and general $367,198

  • 17 · Travel

    total $64,080 · management and general $64,080

  • 19 · Conferences, conventions and meetings

    total $103,187 · management and general $103,187

  • 22 · Depreciation, depletion and amortization

    total $50,948 · management and general $50,948

  • 23 · Insurance

    total $38,083 · management and general $38,083

  • 24a · Other expenses: GRANT PROGRAMS EXPENSES

    total $18,062,022 · program services $18,062,022

  • 24b · Other expenses: OTHER PROGRAMS

    total $688,930 · program services $688,930

  • 24c · Other expenses: ASSOCIATIONS AND COMMIT

    total $122,087 · program services $122,087

  • 24d · Other expenses: EDUCATIONAL EXPENSES

    total $108,306 · program services $108,306

  • 24e · All other expenses

    total $205,729 · program services $202,759 · management and general $2,970

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,524,837 · end of year $13,183,846

  • 2 · Savings and temporary cash investments

    beginning of year $71,014,966 · end of year $71,026,459

  • 4 · Accounts receivable

    beginning of year $1,646,840 · end of year $1,642,466

  • 9 · Prepaid expenses and deferred charges

    beginning of year $48,184 · end of year $66,738

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

    $1,146,947

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

    $905,194

  • 10c · Land, buildings and equipment, net

    beginning of year $157,679 · end of year $241,753

  • 11 · Investments: publicly traded securities

    beginning of year $885,165 · end of year $885,165

  • 15 · Other assets

    beginning of year $2,892,218 · end of year $4,534,752

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,099,997 · end of year $10,886,338

  • 18 · Grants payable

    beginning of year $2,940,000 · end of year $3,772,736

  • 27 · Net assets without donor restrictions

    beginning of year $68,129,892 · end of year $76,922,105

Mission and programs · 2022

Mission

THE FUND ADMINISTERS A LABOR-MANAGEMENT COOPERATION COMMITTEE. THE EXEMPT PURPOSE OF THIS FUND IS TO IMPROVE LABOR-MANAGEMENT RELATIONS, ECONOMIC DEVELOPMENT, AND OTHER COMMUNICATIONS BETWEEN LABOR AND MANAGEMENT.

  • THE FUND ADMINISTERS A LABOR-MANAGEMENT COOPERATION COMMITTEE. THE EXEMPT PURPOSE OF THIS FUND IS TO IMPROVE LABOR-MANAGEMENT RELATIONS, ECONOMIC DEVELOPMENT, AND OTHER COMMUNICATIONS BETWEEN LABOR AND MANAGEMENT.

    Expenses $21,812,527 · Revenue $39,452,057

As filed on the 2022 return.

Listed in Part VII

  • Frank J Christensen

    TRUSTEE

    Total calculated
    $599,662
    From this org
    $0
    From related orgs
    $422,138
    Other
    $177,524
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $412,567 related
    Bonus
    $0
    Other
    $0 + $9,571 related
    Deferred
    $0 + $145,819 related
    Nontaxable benefits
    $0 + $31,705 related
    Filer's total
    $0 + $599,662 related

  • James K Bender II

    TRUSTEE

    Total calculated
    $558,128
    From this org
    $0
    From related orgs
    $389,437
    Other
    $168,691
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $383,687 related
    Bonus
    $0
    Other
    $0 + $5,750 related
    Deferred
    $0 + $136,986 related
    Nontaxable benefits
    $0 + $31,705 related
    Filer's total
    $0 + $558,128 related

  • Larry J McGann

    TRUSTEE

    Total calculated
    $561,301
    From this org
    $0
    From related orgs
    $392,610
    Other
    $168,691
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $383,687 related
    Bonus
    $0
    Other
    $0 + $8,923 related
    Deferred
    $0 + $136,986 related
    Nontaxable benefits
    $0 + $31,705 related
    Filer's total
    $0 + $561,301 related

  • R Allen Spears

    NATIONAL DIRECTOR

    Total calculated
    $390,855
    From this org
    $296,001
    From related orgs
    $0
    Other
    $94,854
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $292,101
    Bonus
    $0
    Other
    $3,900
    Deferred
    $63,055
    Nontaxable benefits
    $31,799
    Filer's total
    $390,855

  • Michael D Morand

    ASSTANT NAT'L DIRECTOR

    Total calculated
    $317,036
    From this org
    $232,691
    From related orgs
    $0
    Other
    $84,345
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $228,791
    Bonus
    $0
    Other
    $3,900
    Deferred
    $52,546
    Nontaxable benefits
    $31,799
    Filer's total
    $317,036

  • James M Demmel

    ASSTANT NAT'L DIRECTOR/NATIONAL COORDINATOR

    Total calculated
    $322,665
    From this org
    $238,320
    From related orgs
    $0
    Other
    $84,345
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $234,420
    Bonus
    $0
    Other
    $3,900
    Deferred
    $52,546
    Nontaxable benefits
    $31,799
    Filer's total
    $322,665

  • Mark S Mullins

    NATIONAL COORDINATOR

    Total calculated
    $302,759
    From this org
    $223,669
    From related orgs
    $0
    Other
    $79,090
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $219,769
    Bonus
    $0
    Other
    $3,900
    Deferred
    $47,291
    Nontaxable benefits
    $31,799
    Filer's total
    $302,759

  • Robert S Hultstrom

    NATIONAL COORDINATOR

    Total calculated
    $301,651
    From this org
    $222,561
    From related orgs
    $0
    Other
    $79,090
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $218,661
    Bonus
    $0
    Other
    $3,900
    Deferred
    $47,291
    Nontaxable benefits
    $31,799
    Filer's total
    $301,651

  • Alex J Krupski

    NATIONAL COORDINATOR

    Total calculated
    $301,651
    From this org
    $222,561
    From related orgs
    $0
    Other
    $79,090
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $218,661
    Bonus
    $0
    Other
    $3,900
    Deferred
    $47,291
    Nontaxable benefits
    $31,799
    Filer's total
    $301,651

  • Carisa H Barrett

    NATIONAL COORDINATOR

    Total calculated
    $301,651
    From this org
    $222,561
    From related orgs
    $0
    Other
    $79,090
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $218,661
    Bonus
    $0
    Other
    $3,900
    Deferred
    $47,291
    Nontaxable benefits
    $31,799
    Filer's total
    $301,651

  • John Valone

    NATIONAL COORDINATOR

    Total calculated
    $301,651
    From this org
    $222,561
    From related orgs
    $0
    Other
    $79,090
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $218,661
    Bonus
    $0
    Other
    $3,900
    Deferred
    $47,291
    Nontaxable benefits
    $31,799
    Filer's total
    $301,651

  • Kevin P Sullivan

    NATIONAL COORDINATOR

    Total calculated
    $301,651
    From this org
    $222,561
    From related orgs
    $0
    Other
    $79,090
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $218,661
    Bonus
    $0
    Other
    $3,900
    Deferred
    $47,291
    Nontaxable benefits
    $31,799
    Filer's total
    $301,651

  • David R Hallmark

    NATIONAL COORDINATOR

    Total calculated
    $301,651
    From this org
    $222,561
    From related orgs
    $0
    Other
    $79,090
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $218,661
    Bonus
    $0
    Other
    $3,900
    Deferred
    $47,291
    Nontaxable benefits
    $31,799
    Filer's total
    $301,651

  • Eric Rogers

    NATIONAL COORDINATOR

    Total calculated
    $308,664
    From this org
    $229,574
    From related orgs
    $0
    Other
    $79,090
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $225,674
    Bonus
    $0
    Other
    $3,900
    Deferred
    $47,291
    Nontaxable benefits
    $31,799
    Filer's total
    $308,664

  • Donald M Winkle

    NATIONAL COORDINATOR

    Total calculated
    $301,671
    From this org
    $222,581
    From related orgs
    $0
    Other
    $79,090
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $218,681
    Bonus
    $0
    Other
    $3,900
    Deferred
    $47,291
    Nontaxable benefits
    $31,799
    Filer's total
    $301,671

  • Howard S Russell

    NATIONAL COORDINATOR

    Total calculated
    $301,651
    From this org
    $222,561
    From related orgs
    $0
    Other
    $79,090
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $218,661
    Bonus
    $0
    Other
    $3,900
    Deferred
    $47,291
    Nontaxable benefits
    $31,799
    Filer's total
    $301,651

  • Timothy Gray

    NATIONAL COORDINATOR

    Total calculated
    $301,651
    From this org
    $222,561
    From related orgs
    $0
    Other
    $79,090
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $218,661
    Bonus
    $0
    Other
    $3,900
    Deferred
    $47,291
    Nontaxable benefits
    $31,799
    Filer's total
    $301,651

  • Gregory L Levenson

    NATIONAL COORDINATOR

    Total calculated
    $301,651
    From this org
    $222,561
    From related orgs
    $0
    Other
    $79,090
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $218,661
    Bonus
    $0
    Other
    $3,900
    Deferred
    $47,291
    Nontaxable benefits
    $31,799
    Filer's total
    $301,651

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

  • 1a · Payments for business use of a personal residence
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

The filer's explanations (Part III)

PART I, LINE 1A
THE NATIONAL DIRECTOR AND THE NATIONAL COORDINATORS (ALL OF WHOM ARE LISTED IN FORM 990 PART VII) RECEIVE A WEEKLY ALLOWANCE FOR BUSINESS USE OF THEIR HOME FOR THE FUND. THIS ALLOWANCE IS REPORTED ON THEIR FORM W-2 AS TAXABLE COMPENSATION.

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

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 UNION OF ELEVATOR CONSTRUCTORS

    501(C)(5) · INTERNATIONAL UNION · MD

  • IUEC OFFICERS & EMPLOYEES PENSION PLAN

    401(A) · TO PROVIDE PAYMENTS FOR THE OFFICERS & EMPLOYEES PENSION PLAN · MD

  • NATIONAL ELEVATOR CONSTRUCTOR POLITICAL ACTION COMMITTEE

    527 · TO PROVIDE SUPPORT FOR POLITICAL CAMPAIGNS · MD

    Directly controlled by INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS

  • IUEC POLITICAL ACCOUNT

    527 · TO PROVIDE SUPPORT FOR POLITICAL CAMPAIGNS · MD

    Directly controlled by INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS

  • IUEC REAL ESTATE LLC

    HOLDS TITLE TO REAL ESTATE · MD

    Directly controlled by INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS

  • IUEC LAND HOLDING LLC

    HOLD TITLE TO LAND AND BUILDING · MD

    Directly controlled by INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202431359349311218

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