Form 990 for tax year 2024
Filed by STEAMFITTERS LOCAL UNION 464 EDUCATIONAL TRUST FUND.
Totals
- Total revenue
- $3,324,761
- Total expenses
- $2,387,982
- Contributions and grants received
- $227,428
- Grants paid
- $0
- Program service revenue
- $2,807,230
- Investment income
- $238,633
- Other revenue
- $51,470
- Total assets, end of year
- $8,725,445
- Total liabilities, end of year
- $11,360
- Net assets or fund balances, end of year
- $8,714,085
- Program services expenses (Part IX)
- $2,255,479
- Management and general expenses
- $132,503
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,255,479
Program services were 94.5% 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.
-
1f · All other contributions, gifts and grants
$227,428
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $2,807,230 · related or exempt $2,807,230
-
3 · Investment income
total $238,633 · related or exempt $238,633
-
11a · Other revenue: TUITION REIMBURSEMENTS
total $51,470 · related or exempt $51,470
-
11e · Other revenue, total
$51,470
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $129,878 · program services $129,878
-
7 · Other salaries and wages
total $663,362 · program services $592,476 · management and general $70,886
-
8 · Pension plan contributions
total $391,203 · program services $369,590 · management and general $21,613
-
10 · Payroll taxes
total $62,479 · program services $57,882 · management and general $4,597
-
11b · Fees: legal
total $15,675 · management and general $15,675
-
11c · Fees: accounting
total $17,833 · management and general $17,833
-
11g · Fees: other
total $1,899 · management and general $1,899
-
13 · Office expenses
total $80,871 · program services $80,871
-
16 · Occupancy
total $264,000 · program services $264,000
-
17 · Travel
total $41,956 · program services $41,956
-
22 · Depreciation, depletion and amortization
total $74,794 · program services $74,794
-
23 · Insurance
total $19,208 · program services $19,208
-
24a · Other expenses: COURSE OF STUDY MATERIA
total $373,962 · program services $373,962
-
24b · Other expenses: BUILDING MAINTENANCE
total $79,413 · program services $79,413
-
24c · Other expenses: UTILITIES
total $60,259 · program services $60,259
-
24d · Other expenses: COMPUTER EXPENSES
total $57,250 · program services $57,250
-
24e · All other expenses
total $53,940 · program services $53,940
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,154,098 · end of year $2,249,424
-
2 · Savings and temporary cash investments
beginning of year $4,718,821 · end of year $5,573,059
-
10a · Land, buildings and equipment: cost or other basis
$1,565,471
-
10b · Land, buildings and equipment: accumulated depreciation
$662,509
-
10c · Land, buildings and equipment, net
beginning of year $915,389 · end of year $902,962
-
25 · Other liabilities
beginning of year $11,002 · end of year $11,360
-
27 · Net assets without donor restrictions
beginning of year $7,777,306 · end of year $8,714,085
Mission and programs · 2024
Mission
PROVIDE TRAINING TO STEAMFITTER APPRENTICES AND JOURNEYMEN.
Activities or mission (Part I)
PROVIDE TRAINING TO STEAMFITTER APPRENTICES AND JOURNEYMEN
-
CONDUCT CLASSES AND PROVIDE TRAINING SKILLS NECESSARY FOR JOURNEYMEN AND APPRENTICE STEAMFITTERS AND PLUMBERS TO BECOME PROFICIENT IN THE TRADE AND TO PROVIDE FACILITIES FOR SUCH TRAINING.
Expenses $2,255,479 · Revenue $3,097,333
As filed on the 2024 return.
Listed in Part VII
-
Gary DixonGARY DIXON
TRUSTEE
- Total calculated
- $132,397
- From this org
- $0
- From related orgs
- $132,397
- Other
- $0
- Hours/week
- 52
-
Ron BraselRON BRASEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Steve BenaSTEVE BENA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Brett DehartBRETT DEHART
TRUSTEE
- Total calculated
- $138,154
- From this org
- $0
- From related orgs
- $138,154
- Other
- $0
- Hours/week
- 1
-
John BarnesJOHN BARNES
COORDINATOR
- Total calculated
- $95,410
- From this org
- $95,410
- From related orgs
- $0
- Other
- $0
- Hours/week
- 52
-
Nicolas BellNICOLAS BELL
COORDINATOR
- Total calculated
- $34,469
- From this org
- $34,469
- From related orgs
- $0
- Other
- $0
- Hours/week
- 52
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.
-
STEAMFITTERS LOCAL UNION NO 464
501(C) (5) · LABOR UNION IN PIPE FITTING INDUSTRY · NE
-
STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 BUILDING CORP
501(C) (2) · REAL ESTATE LEASING · NE
-
STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 COPE FUND
501(C) (5) · OPERATE A EDUCATION AWARENESS PROGRAM · NE
-
STEAMFITTERS AND PLUMBERS LOCAL UNION NO 464 EXTENSION FUND
501(C) (5) · IMPROVE JOB OPPORTUNITIES FOR MEMBERS · NE
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 January 2026
- IRS schema version
- 2024v5.5
- Source object
- 202600249349300500
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