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← APPRENTICE JOURNEYWORKER EDUC FUND OF HEAT & FROST INSULATORS LOC 12

Form 990 for tax year 2023

Filed by APPRENTICE JOURNEYWORKER EDUC FUND OF HEAT & FROST INSULATORS LOC 12.

Totals

Total revenue
$739,679
Total expenses
$1,014,932
Contributions and grants received
$70,075
Grants paid
$0
Program service revenue
$669,511
Investment income
$93
Other revenue
$0
Total assets, end of year
$2,164,229
Total liabilities, end of year
$1,524,327
Net assets or fund balances, end of year
$639,902
Program services expenses (Part IX)
$773,502
Management and general expenses
$241,430
Fundraising expenses
$0
Program service expenses (Part III)
$773,502

Program services were 76.2% 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

    $70,075

  • 1g · Noncash contributions included above

    $15,643

  • 2a · Program service revenue: EMPLOYERS CONTRIBUTION

    total $669,511 · related or exempt $669,511

  • 3 · Investment income

    total $93 · excluded $93

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $260,697 · program services $260,697

  • 7 · Other salaries and wages

    total $110,025 · program services $110,025

  • 8 · Pension plan contributions

    total $26,290 · program services $26,290

  • 9 · Other employee benefits

    total $28,077 · program services $28,077

  • 10 · Payroll taxes

    total $20,087 · program services $20,087

  • 11a · Fees: management

    total $6,000 · management and general $6,000

  • 11b · Fees: legal

    total $69,020 · management and general $69,020

  • 11c · Fees: accounting

    total $35,600 · management and general $35,600

  • 11g · Fees: other

    total $1,500 · management and general $1,500

  • 13 · Office expenses

    total $51,195 · program services $51,195

  • 16 · Occupancy

    total $209,639 · program services $209,639

  • 19 · Conferences, conventions and meetings

    total $9,683 · program services $9,683

  • 22 · Depreciation, depletion and amortization

    total $2,197 · management and general $2,197

  • 23 · Insurance

    total $113 · management and general $113

  • 24a · Other expenses: REIMB TO AFFILIATED ORG

    total $127,000 · management and general $127,000

  • 24b · Other expenses: DONATED MATERIALS

    total $15,643 · program services $15,643

  • 24c · Other expenses: MOVING EXP.

    total $14,600 · program services $14,600

  • 24d · Other expenses: EDUCATIONAL COURSES & S

    total $14,212 · program services $14,212

  • 24e · All other expenses

    total $13,354 · program services $13,354

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $128,249 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $74,387 · end of year $10,435

  • 4 · Accounts receivable

    beginning of year $181,982 · end of year $104,043

  • 9 · Prepaid expenses and deferred charges

    beginning of year $50,365 · end of year $64,265

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

    $29,185

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

    $22,594

  • 10c · Land, buildings and equipment, net

    beginning of year $8,788 · end of year $6,591

  • 11 · Investments: publicly traded securities

    beginning of year $502,349 · end of year $527,671

  • 15 · Other assets

    beginning of year $0 · end of year $1,451,224

  • 17 · Accounts payable and accrued expenses

    beginning of year $56,287 · end of year $83,663

  • 25 · Other liabilities

    beginning of year $0 · end of year $1,440,664

  • 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 $889,833 · end of year $639,902

Mission and programs · 2023

Mission

TO PROVIDE APPRENTICE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS.

  • TO PROVIDE APPRENTICE TRAINING, SKILL IMPROVEMENT AND SAFETY EDUCATION TO ELIGIBLE PARTICIPANTS.

    Expenses $773,502

As filed on the 2023 return.

Listed in Part VII

  • Magali Avila - Thru 523

    INTERIM FUND MANAGER

    Total calculated
    $122,623
    From this org
    $0
    From related orgs
    $71,587
    Other
    $51,036
    Hours/week
    6 + 29 related

  • Joseph Rodgers

    COORDINATOR

    Total calculated
    $260,697
    From this org
    $148,829
    From related orgs
    $0
    Other
    $111,868
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,829
    Bonus
    $0
    Other
    $0
    Deferred
    $73,299
    Nontaxable benefits
    $38,569
    Filer's total
    $260,697

  • John Jovic

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Christopher Cook

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Stephen McCann

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Nick Grgas

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Octavio Soares

    ALT UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mark Bayala

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Timothy Hartnett

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Brian Aull

    ALT EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Richard Budinich

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Donald Donnelly

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Al Duranti

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Christopher Grando

    EMPLOYER 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

  • 3 · Written employment contract
  • 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
  • 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.

  • PENSION FD OF THE HEAT & FROST INSULATOR LOCAL 12

    501(A) · RETIREMENT BENEFITS · NY

  • ANNUITY FD OF HEAT & FROST INSULATORS LOCAL 12

    501(A) · RETIREMENT BENEFITS · NY

  • WELFARE FD OF THE HEAT & FROST INSULATOR LOCAL 12

    501(C)(9) · HEALTH & OTHER BENEFITS · NY

Provenance

Return type
form_990
Tax year
2023
Filed
11 October 2024
IRS schema version
2023v5.1
Source object
202422859349301527

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