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← International Brotherhood of Electrical Workers Local No 99-JATC Trust

Form 990 for tax year 2023

Filed by International Brotherhood of Electrical Workers Local No 99-JATC Trust.

Totals

Total revenue
$1,501,556
Total expenses
$995,320
Contributions and grants received
$948
Grants paid
$0
Program service revenue
$1,466,271
Investment income
$33,437
Other revenue
$900
Total assets, end of year
$4,293,949
Total liabilities, end of year
$2,530
Net assets or fund balances, end of year
$4,291,419
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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.

  • 1e · Government grants (contributions)

    $948

  • 2a · Program service revenue: Employer contributions

    total $1,354,079 · related or exempt $1,354,079

  • 2b · Program service revenue: School income

    total $112,192 · related or exempt $112,192

  • 3 · Investment income

    total $33,437 · excluded $33,437

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $900

  • 6c · Rental income or loss

    real property $900

  • 6d · Net rental income or loss

    total $900 · unrelated business $900

  • 7d · Net gain or loss

    total $0

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $167,099

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $303,992

  • 8 · Pension plan contributions

    total $24,228

  • 9 · Other employee benefits

    total $57,745

  • 10 · Payroll taxes

    total $40,979

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $924

  • 11c · Fees: accounting

    total $16,750

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $9,248

  • 12 · Advertising and promotion

    total $3,658

  • 13 · Office expenses

    total $15,384

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $120,099

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $21,251

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $5,869

  • 23 · Insurance

    total $12,618

  • 24a · Other expenses: School expenses

    total $143,280

  • 24b · Other expenses: Building maintenance

    total $44,247

  • 24c · Other expenses: Telephone

    total $5,320

  • 24d · Other expenses: Grant expenses-Bldg Futures

    total $948

  • 24e · All other expenses

    total $1,681

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,619,590 · end of year $425,865

  • 2 · Savings and temporary cash investments

    beginning of year $1,788,691 · end of year $3,487,556

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,702 · end of year $5,116

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

    $232,186

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

    $196,850

  • 10c · Land, buildings and equipment, net

    beginning of year $41,204 · end of year $35,336

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    beginning of year $334,391 · end of year $340,076

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,395 · end of year $2,530

  • 27 · Net assets without donor restrictions

    beginning of year $3,785,183 · end of year $4,291,419

Mission and programs · 2023

Mission

To provide training and support services for electrical apprentices and journeymen in the RI area. Continuing education is also provided to electricians regardless of union affiliation.

Activities or mission (Part I)

The International Brotherhood of Electrical Workers Local No. 99 Joint Apprenticeship and Training Committee Trust is a RI nonprofit trust organized in July 1957 for the purpose of providing training services for electrical apprentices in the RI area.

  • The Organization's main purpose is the training of apprentices and journeymen and to provide continuing education to electricians regardless of union affiliation. The Organization trains apprentices accepted into the program in the skills necessary to become a licensed electrician and alos provided them with job placement assistance.

As filed on the 2023 return.

Listed in Part VII

  • Joseph Walsh

    Trustee

    Total calculated
    $221,768
    From this org
    $0
    From related orgs
    $163,954
    Other
    $57,814
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $163,954 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $32,343 related
    Nontaxable benefits
    not reported + $25,471 related
    Filer's total
    not reported + $221,768 related

  • Wayne Tait

    Trustee

    Total calculated
    $208,148
    From this org
    $0
    From related orgs
    $151,635
    Other
    $56,513
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $151,635 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $31,042 related
    Nontaxable benefits
    not reported + $25,471 related
    Filer's total
    not reported + $208,148 related

  • Michael Petit

    Director

    Total calculated
    $142,208
    From this org
    $142,208
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Mark Shanley

    Trustee

    Total calculated
    $24,891
    From this org
    $24,891
    From related orgs
    $0
    Other
    $0
    Hours/week
    3 + 1 related

  • George Ouellette

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • Ruddy Branca

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Spencer Marks

    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

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

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.

Provenance

Return type
form_990
Tax year
2023
Filed
31 October 2024
IRS schema version
2023v5.1
Source object
202423059349302402

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