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← UA LOCAL 85 JAC

Form 990 for tax year 2023

Filed by UA LOCAL 85 JAC.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 1 June 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Both are the same on the two returns, so the amendment changed something else.

Totals

Total revenue
$2,242,812
Total expenses
$1,331,757
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,106,112
Investment income
$113,541
Other revenue
$23,159
Total assets, end of year
$3,570,950
Total liabilities, end of year
$66,995
Net assets or fund balances, end of year
$3,503,955
Program services expenses (Part IX)
$1,005,566
Management and general expenses
$326,191
Fundraising expenses
$0
Program service expenses (Part III)
$1,005,566

Program services were 75.5% 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.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $2,106,112 · related or exempt $2,106,112

  • 3 · Investment income

    total $23,557 · excluded $23,557

  • 7a · Gross sales of assets other than inventory

    other assets $260,000

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

    other assets $170,016

  • 7c · Gain or loss

    other assets $89,984

  • 7d · Net gain or loss

    total $89,984 · related or exempt $89,984

  • 11a · Other revenue: REIMBURSEMENTS

    total $9,455 · related or exempt $9,455

  • 11b · Other revenue: BOOKS AND SUPPLIES

    total $8,517 · related or exempt $8,517

  • 11c · Other revenue: CLASS FEES

    total $3,950 · related or exempt $3,950

  • 11d · All other revenue

    total $1,237 · related or exempt $1,237

  • 11e · Other revenue, total

    $23,159

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $212,988 · program services $212,988

  • 7 · Other salaries and wages

    total $701,445 · program services $701,445

  • 9 · Other employee benefits

    total $23,837 · program services $23,837

  • 10 · Payroll taxes

    total $5,286 · program services $5,286

  • 11b · Fees: legal

    total $730 · management and general $730

  • 11c · Fees: accounting

    total $8,400 · management and general $8,400

  • 11f · Fees: investment management

    total $3,738 · management and general $3,738

  • 12 · Advertising and promotion

    total $5,557 · management and general $5,557

  • 13 · Office expenses

    total $48,918 · management and general $48,918

  • 14 · Information technology

    total $30,198 · program services $30,198

  • 16 · Occupancy

    total $213,241 · program services $31,812 · management and general $181,429

  • 19 · Conferences, conventions and meetings

    total $12,737 · management and general $12,737

  • 22 · Depreciation, depletion and amortization

    total $53,733 · management and general $53,733

  • 23 · Insurance

    total $10,949 · management and general $10,949

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,019,326 · end of year $853,114

  • 4 · Accounts receivable

    beginning of year $207,017 · end of year $158,580

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,176 · end of year $8,856

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

    $1,246,820

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

    $862,367

  • 10c · Land, buildings and equipment, net

    beginning of year $544,149 · end of year $384,453

  • 11 · Investments: publicly traded securities

    beginning of year $829,437 · end of year $2,165,947

  • 17 · Accounts payable and accrued expenses

    beginning of year $78,892 · end of year $19,544

  • 25 · Other liabilities

    beginning of year $3,099 · end of year $47,451

  • 27 · Net assets without donor restrictions

    beginning of year $2,526,114 · end of year $3,503,955

Mission and programs · 2023

Mission

TO PROVIDE TRAINING TO JOURNEYMEN AND APPRENTICE MEMBERS OF PLUMBERS AND PIPEFITTERS U.A. LOCAL 85, THROUGH A COLLECTIVELY BARGAINED AGREEMENT UNDER A JOINTLY ADMINISTED TAFT HARTLY FUND.

Activities or mission (Part I)

TO PROVIDE TRAINING TO APPRENTICE AND JOURNEYMEN MEMBERS OF PLUMBERS AND PIPEFITTERS U.A. LOCAL 85.

  • TO PROVIDE TRAINING TO JOURNEYMEN AND APPRENTICE MEMBERS OF PLUMBERS AND PIPEFITTERS U.A. LOCAL 85, THROUGH A COLLECTIVELY BARGAINED AGREEMENT UNDER A JOINTLY ADMINISTED TAFT HARTLY FUND.

    Expenses $1,005,566 · Revenue $2,106,112

As filed on the 2023 return.

Listed in Part VII

  • JUSTIN POMERVILLE

    TRUSTEE

    Total calculated
    $270,902
    From this org
    $0
    From related orgs
    $179,811
    Other
    $91,091
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    not reported + $158,548 related
    Bonus
    not reported
    Other
    not reported + $21,263 related
    Deferred
    not reported + $68,861 related
    Nontaxable benefits
    not reported + $22,230 related
    Filer's total
    not reported + $270,902 related

  • TIMOTHY DANIELAK

    TRUSTEE

    Total calculated
    $204,810
    From this org
    $0
    From related orgs
    $128,871
    Other
    $75,939
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    not reported + $120,860 related
    Bonus
    not reported
    Other
    not reported + $8,011 related
    Deferred
    not reported + $55,932 related
    Nontaxable benefits
    not reported + $20,007 related
    Filer's total
    not reported + $204,810 related

  • RONALD STEELE

    TRUSTEE

    Total calculated
    $196,799
    From this org
    $0
    From related orgs
    $120,860
    Other
    $75,939
    Hours/week
    1 + 45 related

    Schedule J breakdown matched by us

    Base
    not reported + $120,860 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $55,932 related
    Nontaxable benefits
    not reported + $20,007 related
    Filer's total
    not reported + $196,799 related

  • ROBERT ANDERSON

    TRUSTEE

    Total calculated
    $189,011
    From this org
    $0
    From related orgs
    $113,072
    Other
    $75,939
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $105,335 related
    Bonus
    not reported
    Other
    not reported + $7,737 related
    Deferred
    not reported + $55,932 related
    Nontaxable benefits
    not reported + $20,007 related
    Filer's total
    not reported + $189,011 related

  • CHARLIE CLINE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RYAN KATZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARTY SCHLITT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RICK WENZLICK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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.

Provenance

Return type
form_990
Tax year
2023
Filed
1 June 2024
IRS schema version
2023v5.0
Source object
202401649349300335

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