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← STEAMFITTERS LOCAL UNION 464 EDUCATIONAL TRUST FUND

Form 990 for tax year 2023

Filed by STEAMFITTERS LOCAL UNION 464 EDUCATIONAL TRUST FUND.

Totals

Total revenue
$3,205,934
Total expenses
$1,995,829
Contributions and grants received
$178,251
Grants paid
$0
Program service revenue
$2,876,590
Investment income
$107,293
Other revenue
$43,800
Total assets, end of year
$7,788,308
Total liabilities, end of year
$11,002
Net assets or fund balances, end of year
$7,777,306
Program services expenses (Part IX)
$1,847,604
Management and general expenses
$148,225
Fundraising expenses
$0
Program service expenses (Part III)
$1,847,604

Program services were 92.6% 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

    $178,251

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $2,876,590 · related or exempt $2,876,590

  • 3 · Investment income

    total $108,042 · related or exempt $108,042

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

    other assets $749

  • 7c · Gain or loss

    other assets -$749

  • 7d · Net gain or loss

    total -$749 · related or exempt -$749

  • 11a · Other revenue: TUITION REIMBURSEMENTS

    total $43,800 · related or exempt $43,800

  • 11e · Other revenue, total

    $43,800

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $126,342 · program services $126,342

  • 7 · Other salaries and wages

    total $532,050 · program services $464,681 · management and general $67,369

  • 8 · Pension plan contributions

    total $285,621 · program services $265,613 · management and general $20,008

  • 10 · Payroll taxes

    total $51,301 · program services $46,187 · management and general $5,114

  • 11b · Fees: legal

    total $35,745 · management and general $35,745

  • 11c · Fees: accounting

    total $19,929 · management and general $19,929

  • 11g · Fees: other

    total $60 · management and general $60

  • 13 · Office expenses

    total $67,049 · program services $67,049

  • 16 · Occupancy

    total $264,000 · program services $264,000

  • 17 · Travel

    total $44,056 · program services $44,056

  • 22 · Depreciation, depletion and amortization

    total $58,486 · program services $58,486

  • 23 · Insurance

    total $15,466 · program services $15,466

  • 24a · Other expenses: COURSE OF STUDY MATERIA

    total $285,406 · program services $285,406

  • 24b · Other expenses: BUILDING MAINTENANCE

    total $79,997 · program services $79,997

  • 24c · Other expenses: UTILITIES

    total $56,059 · program services $56,059

  • 24d · Other expenses: BANQUETS & EVENTS

    total $41,033 · program services $41,033

  • 24e · All other expenses

    total $33,229 · program services $33,229

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,528,522 · end of year $2,154,098

  • 2 · Savings and temporary cash investments

    beginning of year $4,144,025 · end of year $4,718,821

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

    $1,503,105

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

    $587,716

  • 10c · Land, buildings and equipment, net

    beginning of year $905,529 · end of year $915,389

  • 25 · Other liabilities

    beginning of year $10,875 · end of year $11,002

  • 27 · Net assets without donor restrictions

    beginning of year $6,567,201 · end of year $7,777,306

Mission and programs · 2023

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 $1,847,604 · Revenue $3,027,683

As filed on the 2023 return.

Listed in Part VII

  • Gary Dixon

    TRUSTEE

    Total calculated
    $126,193
    From this org
    $0
    From related orgs
    $0
    Other
    $126,193
    Hours/week
    52

  • Ron Brasel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Steve Bena

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Brett Dehart

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • John Barnes

    COORDINATOR

    Total calculated
    $126,777
    From this org
    $126,342
    From related orgs
    $0
    Other
    $435
    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.

Provenance

Return type
form_990
Tax year
2023
Filed
25 November 2024
IRS schema version
2023v5.1
Source object
202423419349300117

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