Form 990 for tax year 2023
Filed by GLAZIERS UNION LOCAL 27 JOINT APPRENTICESHIP FUND.
Totals
- Total revenue
- $1,426,484
- Total expenses
- $1,138,249
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $1,368,325
- Investment income
- $31,660
- Other revenue
- $26,499
- Total assets, end of year
- $1,403,791
- Total liabilities, end of year
- $84,728
- Net assets or fund balances, end of year
- $1,319,063
- Program services expenses (Part IX)
- $775,672
- Management and general expenses
- $362,577
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $775,672
Program services were 68.1% 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: EMPLOYER CONTRIBUTIONS
total $1,367,150 · related or exempt $1,367,150
-
2b · Program service revenue: APPLICATION FEES
total $1,175 · related or exempt $1,175
-
3 · Investment income
total $28,069 · excluded $28,069
-
7a · Gross sales of assets other than inventory
securities $368,671
-
7b · Less cost or other basis and sales expenses
securities $365,080
-
7c · Gain or loss
securities $3,591
-
7d · Net gain or loss
total $3,591 · excluded $3,591
-
11a · Other revenue: SERVICE PROVIDED TO UN
total $25,517 · excluded $25,517
-
11b · Other revenue: OTHER INCOME
total $982 · excluded $982
-
11e · Other revenue, total
$26,499
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $370,902 · program services $267,620 · management and general $103,282
-
8 · Pension plan contributions
total $157,900 · program services $122,493 · management and general $35,407
-
9 · Other employee benefits
total $98,333 · program services $68,888 · management and general $29,445
-
10 · Payroll taxes
total $29,039 · program services $20,783 · management and general $8,256
-
11b · Fees: legal
total $6,337 · management and general $6,337
-
11c · Fees: accounting
total $23,000 · management and general $23,000
-
11f · Fees: investment management
total $1,237 · management and general $1,237
-
12 · Advertising and promotion
total $3,171 · program services $3,171
-
13 · Office expenses
total $15,725 · management and general $15,725
-
14 · Information technology
total $19,735 · management and general $19,735
-
16 · Occupancy
total $44,553 · management and general $44,553
-
19 · Conferences, conventions and meetings
total $11,831 · management and general $11,831
-
21 · Payments to affiliates
total $149,805 · program services $149,805
-
22 · Depreciation, depletion and amortization
total $34,631 · management and general $34,631
-
23 · Insurance
total $26,779 · management and general $26,779
-
24a · Other expenses: STAR PROGRAM
total $107,332 · program services $107,332
-
24b · Other expenses: WELDING CLASS
total $24,000 · program services $24,000
-
24c · Other expenses: PROGRAM AND CLASS EXPEN
total $11,580 · program services $11,580
-
24d · Other expenses: SERVICES PROVIDED BY UN
total $2,359 · management and general $2,359
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $72,506 · end of year $99,967
-
2 · Savings and temporary cash investments
beginning of year $218,132 · end of year $657,864
-
4 · Accounts receivable
beginning of year $236,101 · end of year $130,356
-
9 · Prepaid expenses and deferred charges
beginning of year $11,417 · end of year $12,090
-
10a · Land, buildings and equipment: cost or other basis
$1,085,630
-
10b · Land, buildings and equipment: accumulated depreciation
$742,751
-
10c · Land, buildings and equipment, net
beginning of year $375,940 · end of year $342,879
-
11 · Investments: publicly traded securities
beginning of year $323,944 · end of year $117,940
-
15 · Other assets
beginning of year $9,603 · end of year $42,695
-
17 · Accounts payable and accrued expenses
beginning of year $218,716 · end of year $84,728
-
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 $1,028,927 · end of year $1,319,063
Mission and programs · 2023
Mission
TO TEACH INDIVIDUALS SELECTED FOR APPRENTICESHIP POSITION THE SKILLS OF GLAZING.
Activities or mission (Part I)
TO TEACH GLAZING SKILLS
-
TO TEACH INDIVIDUALS SELECTED FOR APPRENTICESHIP POSITION THE SKILLS OF GLAZING.
Expenses $775,672 · Revenue $1,368,325
As filed on the 2023 return.
Listed in Part VII
-
Eric MartinsonERIC MARTINSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
James ScholesJAMES SCHOLES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dan NowaczykDAN NOWACZYK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael MabusMICHAEL MABUS
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Steven MabusSTEVEN MABUS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joseph RinehartJOSEPH RINEHART
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Michael CulichMICHAEL CULICH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dan Naughton JrDAN NAUGHTON JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Brian BeitzBRIAN BEITZ
INSTRUCTOR
- Total calculated
- $227,750
- From this org
- $137,141
- From related orgs
- $0
- Other
- $90,609
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $137,141
- Bonus
- $0
- Other
- $0
- Deferred
- $61,164
- Nontaxable benefits
- $29,445
- Filer's total
- $227,750
-
Richard BrazeRICHARD BRAZE
INSTRUCTOR
- Total calculated
- $221,253
- From this org
- $130,480
- From related orgs
- $0
- Other
- $90,773
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $130,480
- Bonus
- $0
- Other
- $0
- Deferred
- $61,328
- Nontaxable benefits
- $29,445
- Filer's total
- $221,253
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
- 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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403199349312400
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