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← LOCAL UNION 313 IBEW ELECTRICAL JOINT APPRENTICESHIP

Form 990 for tax year 2023

Filed by LOCAL UNION 313 IBEW ELECTRICAL JOINT APPRENTICESHIP.

Totals

Total revenue
$996,443
Total expenses
$815,918
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$767,356
Investment income
$229,087
Other revenue
$0
Total assets, end of year
$4,072,021
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,072,021
Program services expenses (Part IX)
$260,630
Management and general expenses
$555,288
Fundraising expenses
$0
Program service expenses (Part III)
$260,630

Program services were 31.9% 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 $761,611 · related or exempt $761,611

  • 2b · Program service revenue: COURSE TUITION

    total $5,745 · related or exempt $5,745

  • 3 · Investment income

    total $68,713 · excluded $68,713

  • 7a · Gross sales of assets other than inventory

    securities $794,682

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

    securities $634,308

  • 7c · Gain or loss

    securities $160,374

  • 7d · Net gain or loss

    total $160,374 · excluded $160,374

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $180,828 · management and general $180,828

  • 6 · Compensation of disqualified persons

    total $140,608 · program services $55,252 · management and general $85,356

  • 9 · Other employee benefits

    total $140,722 · program services $15,239 · management and general $125,483

  • 10 · Payroll taxes

    total $24,976 · program services $4,371 · management and general $20,605

  • 11c · Fees: accounting

    total $14,333 · management and general $14,333

  • 11f · Fees: investment management

    total $13,024 · management and general $13,024

  • 11g · Fees: other

    total $2,452 · management and general $2,452

  • 12 · Advertising and promotion

    total $8,934 · management and general $8,934

  • 13 · Office expenses

    total $18,381 · management and general $18,381

  • 14 · Information technology

    total $9,124 · management and general $9,124

  • 16 · Occupancy

    total $43,200 · management and general $43,200

  • 17 · Travel

    total $2,056 · management and general $2,056

  • 18 · Travel or entertainment for public officials

    total $16,487 · program services $16,487

  • 22 · Depreciation, depletion and amortization

    total $9,989 · management and general $9,989

  • 23 · Insurance

    total $16,750 · management and general $16,750

  • 24a · Other expenses: TRAINING SUPPLIES

    total $120,135 · program services $120,135

  • 24b · Other expenses: MEDICAL AND REGISTRATIO

    total $24,698 · program services $24,698

  • 24c · Other expenses: GRADUATION BANQUET EXPE

    total $18,573 · program services $18,573

  • 24d · Other expenses: TUITION REIMBURSEMENT

    total $5,875 · program services $5,875

  • 24e · All other expenses

    total $4,773 · management and general $4,773

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $162,076 · end of year $117,541

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

    $516,195

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

    $380,109

  • 10c · Land, buildings and equipment, net

    beginning of year $140,065 · end of year $136,086

  • 11 · Investments: publicly traded securities

    beginning of year $3,352,578 · end of year $3,818,394

  • 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 -$246,973 · end of year $170,329

Mission and programs · 2023

Mission

THE APPRENTICESHIP AND TRAINING PROGRAM IS ESTABLISHED TO SUPPORT THE EDUCATION AND TRAINING OF ELECTRICAL APPRENTICES AND JOURNEYMEN WITHIN THE GEOGRAPHIC REGION COVERED BY THE ASSOCIATED UNION JURISDICTION.

  • THE APPRENTICESHIP AND TRAINING PROGRAM IS ESTABLISHED TO SUPPORT THE EDUCATION AND TRAINING OF ELECTRICAL APPRENTICES AND JOURNEYMEN WITHIN THE GEOGRAPHIC REGION COVERED BY THE ASSOCIATED UNION JURISDICTION.

    Expenses $260,630 · Revenue $767,356

As filed on the 2023 return.

Listed in Part VII

  • JAMES MURRIAN

    JATC TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ROBERT JEZYK

    JATC TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOHN DENNIS

    JATC TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOHN MCELRONE

    JATC TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JAMES MEYER

    JATC TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • DANIEL HAHN

    JATC TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOSEPH SPARCO

    JATC TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • ROBERT TRIPLETT

    JATC TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • JOHN M HAGELSTEIN

    TRAINING DIRECTOR

    Total calculated
    $241,802
    From this org
    $142,975
    From related orgs
    $0
    Other
    $98,827
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,975
    Bonus
    $0
    Other
    $0
    Deferred
    $57,507
    Nontaxable benefits
    $41,320
    Filer's total
    $241,802

  • JOSEPH ZOLADKIEWICZ

    TRAINING DIRECTOR

    Total calculated
    $5,717
    From this org
    $4,254
    From related orgs
    $0
    Other
    $1,463
    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. 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

  • 2 · Substantiation required before reimbursing expenses
  • 3 · 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

The filer's explanations (Part III)

PART I, LINE 3
BOARD OF TRUSTEES APPROVES COMPENSATION AT REGULARLY HELD MEETINGS.

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
15 December 2025
IRS schema version
2023v6.0
Source object
202521359349309257

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