Form 990 for tax year 2022
Filed by LOCAL UNION 313 IBEW ELECTRICAL JOINT APPRENTICESHIP.
Totals
- Total revenue
- $844,123
- Total expenses
- $734,453
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $793,663
- Investment income
- $50,460
- Other revenue
- $0
- Total assets, end of year
- $3,654,719
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $3,654,719
- Program services expenses (Part IX)
- $267,065
- Management and general expenses
- $467,388
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $267,065
Program services were 36.4% 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 $790,314 · related or exempt $790,314
-
2b · Program service revenue: COURSE TUITION
total $3,349 · related or exempt $3,349
-
3 · Investment income
total $63,735 · excluded $63,735
-
7a · Gross sales of assets other than inventory
securities $1,209,084
-
7b · Less cost or other basis and sales expenses
securities $1,222,359
-
7c · Gain or loss
securities -$13,275
-
7d · Net gain or loss
total -$13,275 · excluded -$13,275
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $135,313 · management and general $135,313
-
7 · Other salaries and wages
total $143,397 · program services $60,894 · management and general $82,503
-
9 · Other employee benefits
total $119,158 · program services $19,692 · management and general $99,466
-
10 · Payroll taxes
total $21,632 · program services $4,863 · management and general $16,769
-
11c · Fees: accounting
total $14,364 · management and general $14,364
-
11f · Fees: investment management
total $11,911 · management and general $11,911
-
11g · Fees: other
total $2,337 · management and general $2,337
-
12 · Advertising and promotion
total $7,454 · management and general $7,454
-
13 · Office expenses
total $14,006 · management and general $14,006
-
14 · Information technology
total $7,770 · management and general $7,770
-
16 · Occupancy
total $43,200 · management and general $43,200
-
17 · Travel
total $1,959 · management and general $1,959
-
19 · Conferences, conventions and meetings
total $43,274 · program services $43,274
-
22 · Depreciation, depletion and amortization
total $9,639 · management and general $9,639
-
23 · Insurance
total $17,095 · management and general $17,095
-
24a · Other expenses: TRAINING SUPPLIES
total $86,968 · program services $86,968
-
24b · Other expenses: MEDICAL AND REGISTRATIO
total $24,601 · program services $24,601
-
24c · Other expenses: GRADUATION BANQUET EXPE
total $13,730 · program services $13,730
-
24d · Other expenses: APPRENTICE WAGE REIMBUR
total $11,412 · program services $11,412
-
24e · All other expenses
total $5,233 · program services $1,631 · management and general $3,602
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $95,997 · end of year $162,076
-
10a · Land, buildings and equipment: cost or other basis
$510,185
-
10b · Land, buildings and equipment: accumulated depreciation
$370,120
-
10c · Land, buildings and equipment, net
beginning of year $146,755 · end of year $140,065
-
11 · Investments: publicly traded securities
beginning of year $3,205,001 · end of year $3,352,578
-
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 -$453,939 · end of year -$246,973
Mission and programs · 2022
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 $267,065 · Revenue $793,663
As filed on the 2022 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
- $247,822
- From this org
- $146,466
- From related orgs
- $0
- Other
- $101,356
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $146,466
- Bonus
- $0
- Other
- $0
- Deferred
- $58,592
- Nontaxable benefits
- $42,764
- Filer's total
- $247,822
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
- 2022
- Filed
- 14 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421359349305717
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.