Skip to content
Nonprofiteer
← MONTGOMERY ELECTRICAL JOINT APPRENTICESHIP & TRAINING TR FUND

Form 990 for tax year 2022

Filed by MONTGOMERY ELECTRICAL JOINT APPRENTICESHIP & TRAINING TR FUND.

Totals

Total revenue
$179,866
Total expenses
$156,027
Contributions and grants received
$72,132
Grants paid
$0
Program service revenue
$118,593
Investment income
-$10,859
Other revenue
$0
Total assets, end of year
$199,972
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$199,972
Program services expenses (Part IX)
$155,391
Management and general expenses
$636
Fundraising expenses
$0
Program service expenses (Part III)
$155,391

Program services were 99.6% 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.

  • 1e · Government grants (contributions)

    $72,132

  • 2a · Program service revenue: ASSESSMENT DUES

    total $97,747 · related or exempt $97,747

  • 2b · Program service revenue: BOOK REIMBURSEMENTS

    total $17,842 · related or exempt $17,842

  • 2c · Program service revenue: TESTING & MAKE-UP CLAS

    total $3,004 · related or exempt $3,004

  • 3 · Investment income

    total $4,168 · excluded $4,168

  • 7a · Gross sales of assets other than inventory

    securities $109,002

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

    securities $123,329 · other assets $700

  • 7c · Gain or loss

    securities -$14,327 · other assets -$700

  • 7d · Net gain or loss

    total -$15,027 · excluded -$15,027

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $10,515 · program services $10,515

  • 11f · Fees: investment management

    total $367 · management and general $367

  • 11g · Fees: other

    total $43,581 · program services $43,581

  • 16 · Occupancy

    total $24,000 · program services $24,000

  • 19 · Conferences, conventions and meetings

    total $2,590 · program services $2,590

  • 22 · Depreciation, depletion and amortization

    total $6,771 · program services $6,771

  • 23 · Insurance

    total $262 · management and general $262

  • 24a · Other expenses: TRAINING EXPENSES

    total $67,934 · program services $67,934

  • 24b · Other expenses: BANK CHARGES

    total $7 · management and general $7

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $46,447 · end of year $60,133

  • 2 · Savings and temporary cash investments

    beginning of year $945 · end of year $2,045

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

    $112,154

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

    $79,245

  • 10c · Land, buildings and equipment, net

    beginning of year $12,222 · end of year $32,909

  • 11 · Investments: publicly traded securities

    beginning of year $116,519 · end of year $104,885

  • 27 · Net assets without donor restrictions

    beginning of year $176,133 · end of year $199,972

Mission and programs · 2022

Mission

THE ORGANIZATION PROVIDES EDUCATIONAL AND TRAINING PROGRAMS FOR ELECTRICAL APPRENTICES AND JOURNEYMEN.

Activities or mission (Part I)

THE PURPOSE OF THE ASSOCIATION IS THE SUPPORT OF EDUCATIONAL AND TRAINING PROGRAMS FOR ELECTRICAL APPRENTICES AND JOURNEYMEN IN THE AREA COVERED BY THE COLLECTIVE BARGAINING AGREEEMENT.

  • INSTITUTING AND ADMINISTERING THE EDUCATIONAL AND TRAINING PROGRAMS FOR APPRENTICE AND JOURNEYMAN ELECTRICIANS

    Expenses $155,391 · Revenue $118,593

As filed on the 2022 return.

Listed in Part VII

  • Andrew Varvoutis

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • James Davis

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • James B Cardwell

    TRAINING DIRECTOR

    Total calculated
    $10,422
    From this org
    $10,422
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Justin Ward

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tracorey Hardamon

    COMMITTEE MEMBER

    Total calculated
    $0
    Hours/week
    1

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.

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.

  • INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS - LOCAL 443

    501(C)(5) · REPRESENTATION BEFORE THE VARIOUS EMPLOYERS OF THE LOCAL'S MEMBERS · AL

  • MONTGOMERY ELECTRICIANS FRATERNAL ASSOCIATION

    501(C)(5) · PROMOTE MORE ENLARGED AND FRIENDLY RELATIONS AMONG ELECTRICAL WORKERS · AL

    Directly controlled by INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS - LOCAL 443

Provenance

Return type
form_990
Tax year
2022
Filed
7 November 2023
IRS schema version
2022v5.0
Source object
202303139349302055

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.