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Nonprofiteer
← MACHINISTS INSTITUTE

Form 990 for tax year 2023

Filed by MACHINISTS INSTITUTE.

Totals

Total revenue
$8,257,650
Total expenses
$4,302,560
Contributions and grants received
$7,837,612
Grants paid
$0
Program service revenue
$82,205
Investment income
$255,091
Other revenue
$82,742
Total assets, end of year
$12,598,708
Total liabilities, end of year
$5,205,021
Net assets or fund balances, end of year
$7,393,687
Program services expenses (Part IX)
$3,604,157
Management and general expenses
$658,499
Fundraising expenses
$39,904
Program service expenses (Part III)
$3,604,157

Program services were 83.8% 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.

  • 1d · Related organizations

    $3,591,412

  • 1e · Government grants (contributions)

    $3,975,781

  • 1f · All other contributions, gifts and grants

    $270,419

  • 2a · Program service revenue: OTHER PROGRAM REVENUE

    total $81,066 · related or exempt $81,066

  • 2b · Program service revenue: APPRENTICESHIP TUITION

    total $1,139 · related or exempt $1,139

  • 3 · Investment income

    total $255,091 · excluded $255,091

  • 6a · Gross rents

    real property $72,000

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $72,000

  • 6d · Net rental income or loss

    total $72,000 · excluded $72,000

  • 7a · Gross sales of assets other than inventory

    securities $5,980,223

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

    securities $5,980,223

  • 7c · Gain or loss

    securities $0

  • 11a · Other revenue: REIMBURSEMENTS

    total $10,742 · excluded $10,742

  • 11e · Other revenue, total

    $10,742

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $196,958 · management and general $196,958

  • 7 · Other salaries and wages

    total $1,467,737 · program services $1,286,143 · management and general $156,457 · fundraising $25,137

  • 8 · Pension plan contributions

    total $117,382 · program services $90,689 · management and general $24,921 · fundraising $1,772

  • 9 · Other employee benefits

    total $318,825 · program services $246,324 · management and general $67,687 · fundraising $4,814

  • 10 · Payroll taxes

    total $142,691 · program services $110,243 · management and general $30,293 · fundraising $2,155

  • 11b · Fees: legal

    total $9,233 · management and general $9,233

  • 11c · Fees: accounting

    total $65,534 · management and general $65,534

  • 11f · Fees: investment management

    total $3,096 · management and general $3,096

  • 11g · Fees: other

    total $230,000 · program services $228,798 · fundraising $1,202

  • 12 · Advertising and promotion

    total $52,780 · program services $49,774 · management and general $2,935 · fundraising $71

  • 13 · Office expenses

    total $23,505 · program services $18,394 · management and general $4,990 · fundraising $121

  • 14 · Information technology

    total $10,428 · program services $8,160 · management and general $2,214 · fundraising $54

  • 16 · Occupancy

    total $28,878 · program services $22,732 · management and general $6,131 · fundraising $15

  • 17 · Travel

    total $66,783 · program services $52,304 · management and general $14,178 · fundraising $301

  • 22 · Depreciation, depletion and amortization

    total $271,381 · program services $209,687 · management and general $57,614 · fundraising $4,080

  • 23 · Insurance

    total $22,145 · program services $17,262 · management and general $4,701 · fundraising $182

  • 24a · Other expenses: REIMBURSABLE GRANT EXPE

    total $540,804 · program services $540,804

  • 24b · Other expenses: TRAINING PROGRAM EXPENS

    total $499,591 · program services $499,591

  • 24c · Other expenses: CCW PROGRAM EXPENSES

    total $67,521 · program services $67,521

  • 24d · Other expenses: L&I PROGRAM EXPENSES

    total $35,266 · program services $35,266

  • 24e · All other expenses

    total $132,022 · program services $120,465 · management and general $11,557

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,555,291 · end of year $290,165

  • 2 · Savings and temporary cash investments

    beginning of year $5,343,400 · end of year $3,961,977

  • 4 · Accounts receivable

    beginning of year $131,788 · end of year $421,825

  • 9 · Prepaid expenses and deferred charges

    beginning of year $75,876 · end of year $87,010

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

    $6,629,945

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

    $326,618

  • 10c · Land, buildings and equipment, net

    beginning of year $2,120,960 · end of year $6,303,327

  • 11 · Investments: publicly traded securities

    beginning of year $1,742,815 · end of year $1,142,963

  • 15 · Other assets

    beginning of year $509,906 · end of year $391,441

  • 17 · Accounts payable and accrued expenses

    beginning of year $482,142 · end of year $336,605

  • 19 · Deferred revenue

    beginning of year $7,169,116 · end of year $4,458,554

  • 25 · Other liabilities

    beginning of year $528,967 · end of year $409,862

  • 27 · Net assets without donor restrictions

    beginning of year $3,299,811 · end of year $7,393,687

Mission and programs · 2023

Mission

WE ENVISION A PROSPERITY FOR WORKERS ACROSS MULTIPLE INDUSTRIES THROUGH WORLD CLASS, ACCESSIBLE AND AFFORDABLE EDUCATION AND TRAINING BY PROVIDING PATHWAYS TO DEVELOP THE SKILLS NEEDED FOR IAM MEMBERS ALONG WITH THOSE IN OUR COMMUNITY IN NEED OF OPPORTUNITIES AND RIGHTS IN THE WORKPLACE.

Activities or mission (Part I)

TO EMPOWER WORKERS TO BUILD A BETTER FUTURE THROUGH WORLD CLASS EDUCATION, TRAINING AND UNION RIGHTS ON THE JOB.

  • L&I TRAINING, EDUCATION & SUPPORT:-SERVE 100 APPRENTICES PER YEAR-SERVE 100 PRE-APPRENTICES PER YEAR -SERVE 200 INCUMBENT WORKERS PER YEAR-OPEN A TRAINING CENTER IN THE SOUTH SEATTLE AREA TO PROVIDE TRAININGS FOR ALL CATEGORIES LISTED ABOVE-RESEARCH AND WORK TO OPEN A CHILDCARE SITE IN THE PUGET SOUND AREA THAT OCUSES ON HOURS FOR WORKERS THAT WORK NON-STANDARD HOURS FROM ALL TRADES AND OCCUPATIONS. -ENHANCE THE MI'S WEBSITE TO PORTRAY CURRENT EVENTS AND CLASSES-PROVIDE STUDENT SUPPORT SERVICES IN THE FORM OF TUITION, CHILDCARE, HOUSING, TRANSPORTATION AND FOOD ASSISTANCE.-PROVIDE PRE-APPRENTICESHIP TRAINING FOR ANYONE IN THE GREATER PUGET SOUND AREA.-WORKING WITH CAEL AND AREA COMMUNITY AND TECHNICAL COLLEGES BEGIN TO CREATE A MULTI-OCCUPATIONAL DEGREE PATHWAY IN WHICH APPRENTICES THAT HAVE COMPLETED 4 YEARS OF OJT CAN ACQUIRE THEIR 2 YEAR AA DEGREE THROUGH EVCC BY ENHANCING THEIR RSI INSTRUCTION TO MEET THE REQUIREMENTS OF EVCC'S BASIC DEGREE COMPLETION CLASSES I.E. COMMUNICATION, ENGLISH, AND MATH.

    Expenses $2,342,702

  • CAREER CONNECT WASHINGTON - SPOKANE:- COMPLETE REVISION OF STANDARDS AND RELATED SUPPLEMENTAL INSTRUCTION OUTLINE AND SUBMIT TO THE STATE BOARD FOR COMMUNITY AND TECHNCIAL COLLEGES AND WASHINGTON STATE APPRENTICESHIP COUNCIL FOR REGISTRATION OF THE MACHINIST OCCUPATION (OCCUPATION TO ADDRESS ADVANCED MANUFACTURING)- SUBMIT LETTER OF ENDORSEMENT FROM SPOKANE COMMUNITY COLLEGE HIGHER-EDUCATION INSTITUTION PARTNERS PROVIDING A MINIMUM OF FIVE CREDITS TOWARDS AN ACADEMIC CREDENTIAL TO PROGRAM PARTICIPANTS.- CONVENE SCHOOL DISTRICTS, BUSINESSES, LWDB'S TRAINING PROVIDERS, AND COMMUNITY-BASED ORGANIZATIONS AND CREATE SPECIFIC ROLES AND RESPONSIBILITIES FOR EACH TO IMPLEMENT STRATEGIES THAT INCREASE ACCESS FOR INDIVIDUALS WITH BARRIERS TO EMPLOYMENT.

    Expenses $540,624 · Revenue $16,856

  • PAMA:- COMMUNICATING WITH BOEING AND IAM JOINT PROGRAMS ABOUT EXPANDING APPRENTICESHIP TO ADDITIONAL OCCUPATIONS, ENHANCING CURRENT PROGRAMS, AND LAUNCHING MENTORSHIP TRAINING.- UPDATED THE EXISTING REGISTERED APPRENTICESHIP STANDARDS FROM THE GREATER PUGET SOUND AREA AUTOMOTIVE MACHINISTS APPRENTICESHIP COMMITTEE TO THE NORTHWEST MACHINISTS APPRENTICESHIP COMMITTEE.- WORKED WITH IAM W25 TO CONNECT WITH MANUFACTURING EMPLOYERS IN WOOD I.E. WEYERHAUSER AND OTHER MILLS. WORKED WITH MARITIME CENTER OF EXCELLENCE FOR OUTREACH TO MARITIME MANUFACTURING EMPLOYERS TO PROVIDE TECHNICAL ASSISTANCE TO DEVELOP NEW AND EXPAND EXISTING REGISTERED APPRENTICESHIP IN MARITIME MANUFACTURING.- DELIVERED MENTORSHIP MATTERS TRAINING, AN ONLINE SEMINAR THAT TEACHES COMMUNICATION SKILLS THAT MAKE THE WORKPLACE MORE EFFECTIVE AND EFFICIENT.

    Expenses $360,416 · Revenue $64,210

  • WANTO:-PARTNER WITH CONSTRUCTION AND MARITIME CENTERS OF EXCELLENCE TO HOST THE EMPOWER CONFERENCE-ENHANCE OUR SOCIAL MEDIA CAMPAIGN THAT SHOWCASES WOMEN IN OUR TRADES THROUGH VIDEOS AND INTERVIEWS-PARTICIPATE IN HIGH SCHOOL OUTREACH EVENTS THAT INCLUDES FOCUS GROUPS AND POTENTIAL COACHING SESSIONS.-HOST ANEW'S RISE UP PROGRAM WITH CURRENT/FUTURE EMPLOYER PARTNERS TO ASSIST WORKPLACES IN CREATING A SAFE AND RESPECTFUL WORK ENVIRONMENT.

    Expenses $360,415 · Revenue $1,139

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jon Holden

    BOARD PRESIDENT

    Total calculated
    $212,412
    From this org
    $0
    From related orgs
    $203,413
    Other
    $8,999
    Hours/week
    1.5 + 45.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $184,930 related
    Bonus
    $0
    Other
    $0 + $18,483 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $8,999 related
    Filer's total
    $0 + $212,412 related

  • Richard Jackson

    SECRETARY & TREASURER

    Total calculated
    $214,545
    From this org
    $0
    From related orgs
    $188,361
    Other
    $26,184
    Hours/week
    1.5 + 45.8 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,519 related
    Bonus
    $0
    Other
    $0 + $18,842 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $26,184 related
    Filer's total
    $0 + $214,545 related

  • Levi Wilson

    BOARD MEMBER

    Total calculated
    $14,013
    From this org
    $0
    From related orgs
    $13,428
    Other
    $585
    Hours/week
    1 + 3.3 related

  • Amber Roulst

    BOARD MEMBER

    Total calculated
    $72,472
    From this org
    $0
    From related orgs
    $63,909
    Other
    $8,563
    Hours/week
    1 + 3.3 related

  • Bruce McFarland

    BOARD MEMBER

    Total calculated
    $2,446
    From this org
    $0
    From related orgs
    $2,196
    Other
    $250
    Hours/week
    1 + 4 related

  • Lloyd Caitlin

    BOARD MEMBER

    Total calculated
    $58,965
    From this org
    $0
    From related orgs
    $58,965
    Other
    $0
    Hours/week
    1 + 7.3 related

  • Jim Henle

    BOARD MEMBER

    Total calculated
    $23,655
    From this org
    $0
    From related orgs
    $16,792
    Other
    $6,863
    Hours/week
    1 + 15.3 related

  • Diana Noinala

    BOARD MEMBER

    Total calculated
    $34,107
    From this org
    $0
    From related orgs
    $30,465
    Other
    $3,642
    Hours/week
    1 + 4.3 related

  • Shana Peschek

    EXECUTIVE DIRECTOR

    Total calculated
    $196,958
    From this org
    $159,245
    From related orgs
    $0
    Other
    $37,713
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,245
    Bonus
    $0
    Other
    $0
    Deferred
    $11,958
    Nontaxable benefits
    $25,755
    Filer's total
    $196,958

  • Adam Grim

    DEPUTY DIRECTOR

    Total calculated
    $168,009
    From this org
    $129,976
    From related orgs
    $0
    Other
    $38,033
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,976
    Bonus
    $0
    Other
    $0
    Deferred
    $12,479
    Nontaxable benefits
    $25,554
    Filer's total
    $168,009

  • Susan Bradshaw

    GRANT DIRECTOR

    Total calculated
    $148,324
    From this org
    $114,021
    From related orgs
    $0
    Other
    $34,303
    Hours/week
    40

  • Bartholomew Kimani

    PROGRAM DIRECTOR

    Total calculated
    $150,603
    From this org
    $113,849
    From related orgs
    $0
    Other
    $36,754
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $113,849
    Bonus
    $0
    Other
    $0
    Deferred
    $11,511
    Nontaxable benefits
    $25,243
    Filer's total
    $150,603

  • Russel Littleton

    REGIONAL DIRECTOR - TUKWILA

    Total calculated
    $142,459
    From this org
    $106,323
    From related orgs
    $0
    Other
    $36,136
    Hours/week
    40

  • Jason Trosine

    REGIONAL DIRECTOR - SPOKANE

    Total calculated
    $142,459
    From this org
    $106,323
    From related orgs
    $0
    Other
    $36,136
    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

  • 3 · Approval by the board or 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
THE EXECUTIVE DIRECTOR'S COMPENSATION IS SUBJECT TO BOARD APPROVAL, WHICH INCLUDES A COST OF LIVING ADJUSTMENT THAT IS ALSO APPROVED BY THE BOARD.

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
11 November 2024
IRS schema version
2023v5.1
Source object
202403169349306415

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