Form 990 for tax year 2024
Filed by REFRIGERATION & AIR CONDITIONING DIVISION UANJ EDUCATION FUND.
Totals
- Total revenue
- $2,239,718
- Total expenses
- $1,861,685
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $2,143,341
- Investment income
- $96,343
- Other revenue
- $34
- Total assets, end of year
- $4,041,056
- Total liabilities, end of year
- $32,451
- Net assets or fund balances, end of year
- $4,008,605
- Program services expenses (Part IX)
- $1,674,231
- Management and general expenses
- $187,454
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,674,231
Program services were 89.9% 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 $1,979,057 · related or exempt $1,979,057
-
2b · Program service revenue: GRANTS
total $35,429 · related or exempt $35,429
-
2c · Program service revenue: REIMBURSEMENTS
total $128,855 · related or exempt $128,855
-
3 · Investment income
total $96,343 · related or exempt $96,343
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
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
-
11a · Other revenue: ATTORNEY & COLLECTION FEES
total $34 · related or exempt $34
-
11e · Other revenue, total
$34
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 $795,773 · program services $795,773
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $141,566 · program services $141,566
-
9 · Other employee benefits
total $220,681 · program services $220,681
-
10 · Payroll taxes
total $62,250 · program services $62,250
-
11a · Fees: management
total $39,320 · management and general $39,320
-
11b · Fees: legal
total $42,238 · management and general $42,238
-
11c · Fees: accounting
total $17,000 · management and general $17,000
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $7,500 · management and general $7,500
-
12 · Advertising and promotion
total $4,799 · program services $4,799
-
13 · Office expenses
total $81,396 · management and general $81,396
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $137,667 · program services $137,667
-
17 · Travel
total $4,737 · program services $4,737
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $27,820 · program services $27,820
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $73,917 · program services $73,917
-
23 · Insurance
total $51,367 · program services $51,367
-
24a · Other expenses: OTHER PROGRAM EXP.
total $153,654 · program services $153,654
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $339,597 · end of year $673,904
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $133,635 · end of year $146,705
-
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 $13,016 · end of year $14,747
-
10a · Land, buildings and equipment: cost or other basis
$2,483,303
-
10b · Land, buildings and equipment: accumulated depreciation
$1,516,588
-
10c · Land, buildings and equipment, net
beginning of year $1,040,633 · end of year $966,715
-
11 · Investments: publicly traded securities
beginning of year $2,080,070 · end of year $2,238,984
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $1
-
17 · Accounts payable and accrued expenses
beginning of year $38,985 · end of year $32,451
-
29 · Capital stock, trust principal or current funds
beginning of year $3,567,966 · end of year $4,008,605
Mission and programs · 2024
Mission
PROVIDE APPRENTICESHIP TRAINING AND CONTINUING EDUCATION FOR JOURNEYMEN AND ELIGIBLE PARTICIPANTS
-
PROVIDE APPRENTICESHIP TRAINING AND CONTINUING EDUCATION FOR JOURNEYMEN AND ELIGIBLE PARTICIPANTS
Expenses $1,674,231 · Revenue $1,979,057
As filed on the 2024 return.
Listed in Part VII
-
Gerard Marshall JrGERARD MARSHALL JR
COORDINATOR
- Total calculated
- $226,726
- From this org
- $163,335
- From related orgs
- $0
- Other
- $63,391
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $158,538
- Bonus
- not reported
- Other
- $4,797
- Deferred
- not reported
- Nontaxable benefits
- $63,391
- Filer's total
- $226,726
-
Michael UseloffMICHAEL USELOFF
INSTRUCTOR
- Total calculated
- $208,172
- From this org
- $147,030
- From related orgs
- $0
- Other
- $61,142
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,030
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $61,142
- Filer's total
- $208,172
-
Albert R KestneholzALBERT R KESTNEHOLZ
INSTRUCTOR
- Total calculated
- $202,729
- From this org
- $142,749
- From related orgs
- $0
- Other
- $59,980
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $142,749
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $59,980
- Filer's total
- $202,729
-
Ruben CruzRUBEN CRUZ
INSTRUCTOR
- Total calculated
- $199,915
- From this org
- $140,767
- From related orgs
- $0
- Other
- $59,148
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $140,767
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $59,148
- Filer's total
- $199,915
-
Jeremiah SchwengerJEREMIAH SCHWENGER
INSTRUCTOR
- Total calculated
- $175,464
- From this org
- $123,709
- From related orgs
- $0
- Other
- $51,755
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $123,709
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $51,755
- Filer's total
- $175,464
-
Sean SullivanSEAN SULLIVAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Brian HughesBRIAN HUGHES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Thomas PadoTHOMAS PADO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Phillip PetilloPHILLIP PETILLO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Shaun SullivanSHAUN SULLIVAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Dean FeaselDEAN FEASEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Joseph D HarkinsJOSEPH D HARKINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Gerald DecarloGERALD DECARLO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Renee FiorelliRENEE FIORELLI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
David KirganDAVID KIRGAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
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.
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.
-
REFRIGERATION AC & SER ANNUITY FD
401(A) · RETIREMENT BENEFITS FOR PARTICIPANTS · NJ
Directly controlled by NA
-
REFRIGERATION AC & SER PENSION FD
401(A) · RETIREMENT BENEFITS FOR PARTICIPANTS · NJ
Directly controlled by NA
-
REFRIGERATION AC & SER WELFARE FD
501(C)(9) · GROUP HEALTH BENEFITS FOR PARTICIPANTS · NJ
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 13 January 2026
- IRS schema version
- 2024v5.2
- Source object
- 202610139349301756
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