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← LABORERS-AGC APPRENTICESHIP TRNG AND WORK PREPAREDNESS TR OF MT

Form 990 for tax year 2023

Filed by LABORERS-AGC APPRENTICESHIP TRNG AND WORK PREPAREDNESS TR OF MT.

Totals

Total revenue
$337,413
Total expenses
$344,733
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$314,191
Investment income
$185
Other revenue
$23,037
Total assets, end of year
$118,138
Total liabilities, end of year
$11,020
Net assets or fund balances, end of year
$107,118
Program services expenses (Part IX)
$344,733
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$344,733

Program services were 100.0% 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 $291,279 · related or exempt $291,279

  • 2b · Program service revenue: TRAINING REIMBURSEMENT

    total $22,912 · related or exempt $22,912

  • 3 · Investment income

    total $1,088 · excluded $1,088

  • 7a · Gross sales of assets other than inventory

    securities $41,173

  • 7b · Less cost or other basis and sales expenses

    securities $42,076

  • 7c · Gain or loss

    securities -$903

  • 7d · Net gain or loss

    total -$903 · excluded -$903

  • 11a · Other revenue: LEGAL PROCEEDS

    total $23,037 · related or exempt $23,037

  • 11e · Other revenue, total

    $23,037

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $52,707 · program services $52,707

  • 7 · Other salaries and wages

    total $34,958 · program services $34,958

  • 8 · Pension plan contributions

    total $23,064 · program services $23,064

  • 9 · Other employee benefits

    total $29,022 · program services $29,022

  • 10 · Payroll taxes

    total $14,077 · program services $14,077

  • 11a · Fees: management

    total $12,487 · program services $12,487

  • 11b · Fees: legal

    total $18,167 · program services $18,167

  • 11c · Fees: accounting

    total $7,450 · program services $7,450

  • 11f · Fees: investment management

    total $116 · program services $116

  • 11g · Fees: other

    total $12,448 · program services $12,448

  • 13 · Office expenses

    total $32,796 · program services $32,796

  • 16 · Occupancy

    total $71,118 · program services $71,118

  • 17 · Travel

    total $4,710 · program services $4,710

  • 22 · Depreciation, depletion and amortization

    total $428 · program services $428

  • 23 · Insurance

    total $12,968 · program services $12,968

  • 24a · Other expenses: DRUG TESTING

    total $15,716 · program services $15,716

  • 24b · Other expenses: TRAINING

    total $2,501 · program services $2,501

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $55,701 · end of year $39,353

  • 2 · Savings and temporary cash investments

    beginning of year $1,064 · end of year $21,770

  • 4 · Accounts receivable

    beginning of year $17,844 · end of year $14,661

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,876 · end of year $4,147

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

    $458,142

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

    $442,972

  • 10c · Land, buildings and equipment, net

    beginning of year $15,598 · end of year $15,170

  • 11 · Investments: publicly traded securities

    beginning of year $30,736

  • 15 · Other assets

    beginning of year $0 · end of year $23,037

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,381 · end of year $11,020

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $114,438 · end of year $107,118

Mission and programs · 2023

Mission

TRAINING FOR APPRENTICES AND JOURNEYMEN

Activities or mission (Part I)

TRAINING FOR APPRENTICES AND JOURNEYMEN.

  • THE TRUST OPERATES TRAINING AND RETRAINING PROGRAMS FOR BEGINNING AND EXPERIENCED LABORERS WORKING IN THE CONSTRUCTION TRADES IN MONTANA.

    Expenses $344,733 · Revenue $337,228

As filed on the 2023 return.

Listed in Part VII

  • Richard J Morrison

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Mickey Mulholland

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Kim Rickard

    SECRETARY (OUTGOING)

    Total calculated
    $0
    Hours/week
    1

  • Nick Patch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Cody Morritt

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Adam Haight

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Zach Clinch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Becky Riedl

    TRUSTEE (OUTGOING)

    Total calculated
    $0
    Hours/week
    1

  • Josh Speer

    TRAINING DIRECTOR

    Total calculated
    $77,707
    From this org
    $52,707
    From related orgs
    $0
    Other
    $25,000
    Hours/week
    40

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.

Provenance

Return type
form_990
Tax year
2023
Filed
5 February 2025
IRS schema version
2023v6.0
Source object
202500379349300905

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