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← LOCAL 825 LABOR MANAGEMENT FUND

Form 990 for tax year 2022

Filed by LOCAL 825 LABOR MANAGEMENT FUND.

Totals

Total revenue
$14,258,856
Total expenses
$17,082,046
Contributions and grants received
$0
Grants paid
$11,092,307
Program service revenue
$14,029,670
Investment income
$229,186
Other revenue
$0
Total assets, end of year
$8,445,085
Total liabilities, end of year
$6,994,325
Net assets or fund balances, end of year
$1,450,760
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.

Listed in Part VII

  • MARK LONGO

    DIRECTOR

    Total calculated
    $279,694
    From this org
    $211,894
    From related orgs
    $0
    Other
    $67,800
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $203,404
    Bonus
    not reported
    Other
    $8,490
    Deferred
    $44,355
    Nontaxable benefits
    $23,445
    Filer's total
    $279,694
  • KATE GIBBS

    DEPUTY DIREC

    Total calculated
    $247,894
    From this org
    $182,886
    From related orgs
    $0
    Other
    $65,008
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,448
    Bonus
    not reported
    Other
    $7,438
    Deferred
    $41,839
    Nontaxable benefits
    $23,169
    Filer's total
    $247,894
  • MICHAEL MAKARSKI

    EXTERNAL AFF

    Total calculated
    $233,897
    From this org
    $170,261
    From related orgs
    $0
    Other
    $63,636
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,198
    Bonus
    not reported
    Other
    $8,063
    Deferred
    $40,647
    Nontaxable benefits
    $22,989
    Filer's total
    $233,897
  • DANIEL ORTEGA

    COMMUNITY AF

    Total calculated
    $180,454
    From this org
    $121,619
    From related orgs
    $0
    Other
    $58,835
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $114,192
    Bonus
    not reported
    Other
    $7,427
    Deferred
    $36,326
    Nontaxable benefits
    $22,509
    Filer's total
    $180,454
  • GINA SULLIVAN

    BUSINESS DEV

    Total calculated
    $164,771
    From this org
    $107,393
    From related orgs
    $0
    Other
    $57,378
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $100,001
    Bonus
    not reported
    Other
    $7,392
    Deferred
    $35,049
    Nontaxable benefits
    $22,329
    Filer's total
    $164,771
  • ROBERT DAVIS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • ANDREW DIPALMA

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • JACK KOCSIS JR

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • GREG LALEVEE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • ROSS PEPE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • DAVID RIBLE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • LATHAM TIVER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • MICHAEL TRAVOSTINO

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2
  • JOHN WOOD

    TRUSTEE

    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. 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

The filer's explanations (Part III)

SCHEDULE J, PART III
GREG LALEVEE, JOHN WOOD, ROBERT DAVIS, ANDREW DIPALMA AND LATHAM TIVER ARE EMPLOYEES OF IUOE LOCAL 825, AN UNRELATED ORGANIZATION PURSUANT TO IRS REGULATIONS. THEIR DUTIES AS EMPLOYEES OF IUOE 825 INCLUDE SITTING ON THE JOINT BOARD OF TRUSTEES OF THE LOCAL 825 LABOR MANAGEMENT TRUST. THEY ARE NOT COMPENSATED DIRECTLY BY IUOE LOCAL 825 FOR THIS RESPONSIBILITY.

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

Provenance

Return type
form_990
Tax year
2022
Filed
30 April 2024
IRS schema version
2022v5.0
Source object
202421229349301932

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