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Nonprofiteer
← ST LOUIS SHEET METAL JOINT APPRENTICESHIP FUND

Form 990 for tax year 2023

Filed by ST LOUIS SHEET METAL JOINT APPRENTICESHIP FUND.

Totals

Total revenue
$5,057,930
Total expenses
$4,774,371
Contributions and grants received
$25,500
Grants paid
$0
Program service revenue
$4,829,919
Investment income
$117,543
Other revenue
$84,968
Total assets, end of year
$3,765,353
Total liabilities, end of year
$25,552
Net assets or fund balances, end of year
$3,739,801
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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

    $25,000

  • 1f · All other contributions, gifts and grants

    $500

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $3,827,228 · related or exempt $3,827,228

  • 2b · Program service revenue: WORKING ASSESSMENTS

    total $912,772 · related or exempt $912,772

  • 2c · Program service revenue: EDUCATION LOAN AGREEME

    total $78,520 · related or exempt $78,520

  • 2d · Program service revenue: SALE OF TRAINING SUPPL

    total $11,399 · related or exempt $11,399

  • 3 · Investment income

    total $117,543 · excluded $117,543

  • 11a · Other revenue: FIRE, LIFE AND SAFETY

    total $82,095 · excluded $82,095

  • 11b · Other revenue: OTHER

    total $2,873 · excluded $2,873

  • 11e · Other revenue, total

    $84,968

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $200,398

  • 7 · Other salaries and wages

    total $2,267,116

  • 8 · Pension plan contributions

    total $349,065

  • 9 · Other employee benefits

    total $259,813

  • 10 · Payroll taxes

    total $210,770

  • 11b · Fees: legal

    total $27,940

  • 11c · Fees: accounting

    total $96,878

  • 13 · Office expenses

    total $33,484

  • 14 · Information technology

    total $26,474

  • 16 · Occupancy

    total $890,455

  • 19 · Conferences, conventions and meetings

    total $6,860

  • 22 · Depreciation, depletion and amortization

    total $63,803

  • 23 · Insurance

    total $50,611

  • 24a · Other expenses: TRAINING EQUIPMENT, SUP

    total $233,341

  • 24b · Other expenses: FIRST AID AND PRE-EMPLO

    total $29,521

  • 24c · Other expenses: MISCELLANEOUS

    total $11,833

  • 24d · Other expenses: APPRENTICE CONTEST

    total $9,576

  • 24e · All other expenses

    total $6,433

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $200 · end of year $200

  • 2 · Savings and temporary cash investments

    beginning of year $2,982,528 · end of year $3,195,757

  • 4 · Accounts receivable

    end of year $5,195

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

    $973,706

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

    $409,505

  • 10c · Land, buildings and equipment, net

    beginning of year $468,854 · end of year $564,201

  • 15 · Other assets

    beginning of year $28,091 · end of year $0

  • 25 · Other liabilities

    beginning of year $23,431 · end of year $25,552

  • 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 $3,456,242 · end of year $3,739,801

Mission and programs · 2023

Mission

APPRENTICE TRAINING FUND

Activities or mission (Part I)

EDUCATION AND TRAINING OF SHEET METAL WORKERS.

  • TO PROVIDE FOR THE SUPPORT, MAINTENANCE AND ADMINISTRATION OF THE PROGRAM FOR TRAINING APPRENTICES AND JOURNEYMEN.

As filed on the 2023 return.

Listed in Part VII

  • RAY REASONS

    CO-CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • JAMES SCHULTE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JEREMY SNYDER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DANIEL DURPHY

    CO-CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • RUSSELL SCOTT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM BLAKLEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH KEHDER

    DIRECTOR OF EDUCATION

    Total calculated
    $200,398
    From this org
    $128,364
    From related orgs
    $0
    Other
    $72,034
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,364
    Bonus
    $0
    Other
    $0
    Deferred
    $45,918
    Nontaxable benefits
    $26,116
    Filer's total
    $200,398

  • MARK CARRON

    INSTRUCTOR

    Total calculated
    $183,408
    From this org
    $113,875
    From related orgs
    $0
    Other
    $69,533
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $113,875
    Bonus
    $0
    Other
    $0
    Deferred
    $43,417
    Nontaxable benefits
    $26,116
    Filer's total
    $183,408

  • JASON LACHANCE

    INSTRUCTOR

    Total calculated
    $183,408
    From this org
    $113,875
    From related orgs
    $0
    Other
    $69,533
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $113,875
    Bonus
    $0
    Other
    $0
    Deferred
    $43,417
    Nontaxable benefits
    $26,116
    Filer's total
    $183,408

  • JASON NORTHCUTT

    INSTRUCTOR

    Total calculated
    $183,408
    From this org
    $113,875
    From related orgs
    $0
    Other
    $69,533
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $113,875
    Bonus
    $0
    Other
    $0
    Deferred
    $43,417
    Nontaxable benefits
    $26,116
    Filer's total
    $183,408

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

The filer's explanations (Part III)

PART I, LINE 3
DURING A PREVIOUS REPORTING PERIOD, THE GOVERNING BODY ADOPTED A COMPENSATION POLICY WHICH STIPULATES COMPENSATION FOR ALL EMPLOYEES OF THE FUND INCLUDING THE DIRECTOR OF EDUCATION.

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
5 November 2024
IRS schema version
2023v5.1
Source object
202433109349300023

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