Form 990 for tax year 2024
Filed by SMART LOCAL UNION NO 49 JOINT APPRENTICESHIP AND TRAINING TRUST.
Totals
- Total revenue
- $2,466,883
- Total expenses
- $1,436,145
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $2,335,166
- Investment income
- $131,717
- Other revenue
- $0
- Total assets, end of year
- $4,344,139
- Total liabilities, end of year
- $87,724
- Net assets or fund balances, end of year
- $4,256,415
- Program services expenses (Part IX)
- $1,361,925
- Management and general expenses
- $74,220
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,361,925
Program services were 94.8% 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.
-
2a · Program service revenue: Employer Contributions
total $1,568,098 · related or exempt $1,568,098
-
2b · Program service revenue: Miscellaneous Income
total $17,448 · related or exempt $17,448
-
2c · Program service revenue: Sale of Training Supplies
total $1,632 · related or exempt $1,632
-
2d · Program service revenue: State of New Mexico
total $747,988 · related or exempt $747,988
-
3 · Investment income
total $131,717 · related or exempt $131,717
-
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
-
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 $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $435,281 · program services $435,281
-
8 · Pension plan contributions
total $96,428 · program services $96,428
-
9 · Other employee benefits
total $84,326 · program services $84,326
-
10 · Payroll taxes
total $39,206 · program services $39,206
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $6,053 · management and general $6,053
-
11c · Fees: accounting
total $14,152 · management and general $14,152
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $31,114 · program services $31,114
-
13 · Office expenses
total $23,936 · management and general $23,936
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $177,690 · program services $177,690
-
17 · Travel
total $144,012 · program services $144,012
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $19,791 · program services $19,791
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $124,777 · program services $124,777
-
23 · Insurance
total $26,010 · program services $19,507 · management and general $6,503
-
24a · Other expenses: Supplies
total $181,631 · program services $181,631
-
24b · Other expenses: Telephone
total $23,576 · management and general $23,576
-
24c · Other expenses: Equip Rental and Maintenance
total $8,162 · program services $8,162
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,476,954 · end of year $2,184,414
-
2 · Savings and temporary cash investments
end of year $14,689
-
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
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$2,118,986
-
10b · Land, buildings and equipment: accumulated depreciation
$830,091
-
10c · Land, buildings and equipment, net
beginning of year $1,132,245 · end of year $1,288,895
-
11 · Investments: publicly traded securities
end of year $137,807
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
beginning of year $1,101,833 · end of year $718,334
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
17 · Accounts payable and accrued expenses
end of year $7,748
-
24 · Unsecured notes and loans payable
beginning of year $119,984 · end of year $79,976
-
25 · Other liabilities
beginning of year $16,704
-
27 · Net assets without donor restrictions
beginning of year $3,574,344 · end of year $4,256,415
Mission and programs · 2024
Mission
Training and education of apprentice Sheet Metal Workers in New Mexico
-
Training and education of apprentice Sheet Metal Workers in New Mexico
Expenses $1,361,925
As filed on the 2024 return.
Listed in Part VII
-
Shawn Smith
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Steven Calderon
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Charles Lees
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Miguel Lopez
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Sal Tortorici
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Shasta Erickson
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Ronda Gilliland-Lopez
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
John Stroud
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Isaiah Zemke
Co-Chair, Labor
- Total calculated
- $0
- Hours/week
- 2
-
Anthony Kocurek
Co-Chair, Mgmt
- Total calculated
- $0
- Hours/week
- 2
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.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 30 March 2026
- IRS schema version
- 2024v5.2
- Source object
- 202600899349301585
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