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← LOCAL UNION 164 ELECTRICAL JOINT APPRENTICESHIP AND TRAINING TRUST

Form 990 for tax year 2022

Filed by LOCAL UNION 164 ELECTRICAL JOINT APPRENTICESHIP AND TRAINING TRUST.

Totals

Total revenue
$4,579,435
Total expenses
$5,085,206
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$4,031,549
Investment income
$383,600
Other revenue
$164,286
Total assets, end of year
$16,852,868
Total liabilities, end of year
$206,738
Net assets or fund balances, end of year
$16,646,130
Program services expenses (Part IX)
$4,316,386
Management and general expenses
$768,820
Fundraising expenses
$0
Program service expenses (Part III)
$4,316,386

Program services were 84.9% 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: CONTRACTOR CONTRIBUTIO

    total $4,031,549 · related or exempt $4,031,549

  • 3 · Investment income

    total $282,194 · excluded $282,194

  • 7a · Gross sales of assets other than inventory

    securities $300,000

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

    securities $198,594

  • 7c · Gain or loss

    securities $101,406

  • 7d · Net gain or loss

    total $101,406 · excluded $101,406

  • 11a · Other revenue: REIMBURSEMENT - BOOKS

    total $126,654 · related or exempt $126,654

  • 11b · Other revenue: OTHER INCOME

    total $37,632 · related or exempt $37,632

  • 11e · Other revenue, total

    $164,286

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $2,375,105 · program services $2,375,105

  • 7 · Other salaries and wages

    total $1,095,146 · program services $821,360 · management and general $273,786

  • 9 · Other employee benefits

    total $668,007 · program services $501,005 · management and general $167,002

  • 10 · Payroll taxes

    total $87,682 · program services $65,762 · management and general $21,920

  • 11b · Fees: legal

    total $37,114 · management and general $37,114

  • 11c · Fees: accounting

    total $17,889 · management and general $17,889

  • 11f · Fees: investment management

    total $13,138 · management and general $13,138

  • 11g · Fees: other

    total $48,229 · management and general $48,229

  • 13 · Office expenses

    total $90,786 · management and general $90,786

  • 16 · Occupancy

    total $314,221 · program services $235,666 · management and general $78,555

  • 19 · Conferences, conventions and meetings

    total $11,746 · program services $11,746

  • 22 · Depreciation, depletion and amortization

    total $265,803 · program services $260,487 · management and general $5,316

  • 23 · Insurance

    total $60,340 · program services $45,255 · management and general $15,085

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $259,233 · end of year $396,518

  • 2 · Savings and temporary cash investments

    beginning of year $296,868 · end of year $162,044

  • 4 · Accounts receivable

    beginning of year $315,475 · end of year $326,191

  • 9 · Prepaid expenses and deferred charges

    beginning of year $25,478 · end of year $27,772

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

    $7,524,001

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

    $3,710,365

  • 10c · Land, buildings and equipment, net

    beginning of year $4,069,731 · end of year $3,813,636

  • 11 · Investments: publicly traded securities

    beginning of year $14,050,774 · end of year $12,112,109

  • 15 · Other assets

    beginning of year $0 · end of year $14,598

  • 17 · Accounts payable and accrued expenses

    beginning of year $144,648 · end of year $192,140

  • 25 · Other liabilities

    beginning of year $0 · end of year $14,598

  • 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 $18,872,911 · end of year $16,646,130

Mission and programs · 2022

Mission

PROVIDE WAGES AND BENEFITS WHILE PROVIDING ELECTRICAL TRAINING FOR LOCAL 164 MEMBERS.

Activities or mission (Part I)

PROVIDE WAGES AND BENEFITS WHILE ATTENDING TRAINING CLASSES.

  • PROVIDE ELECTRICAL TRAINING FOR LOCAL 164 MEMBERS.

    Expenses $4,316,386 · Revenue $4,195,835

As filed on the 2022 return.

Listed in Part VII

  • Daniel Kelly

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Vincent Colucci

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Anthony D'Anna

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Philip Chianetta

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Thomas Sullivan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Daniel Gumble

    TRUSTEE

    Total calculated
    $381,960
    From this org
    $0
    From related orgs
    $240,019
    Other
    $141,941
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $240,019 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $72,216 related
    Nontaxable benefits
    $0 + $69,725 related
    Filer's total
    $0 + $381,960 related

  • James Estabrook

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Warren Becker

    TRAINING DIRECTOR

    Total calculated
    $286,783
    From this org
    $178,126
    From related orgs
    $0
    Other
    $108,657
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,126
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $108,657
    Filer's total
    $286,783

  • Roch Lepage

    INSTRUCTOR

    Total calculated
    $228,084
    From this org
    $141,667
    From related orgs
    $0
    Other
    $86,417
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,667
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $86,417
    Filer's total
    $228,084

  • Michael Degiglio

    INSTRUCTOR

    Total calculated
    $239,148
    From this org
    $148,539
    From related orgs
    $0
    Other
    $90,609
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,539
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $90,609
    Filer's total
    $239,148

  • Rosario Cundari

    INSTRUCTOR

    Total calculated
    $168,567
    From this org
    $104,700
    From related orgs
    $0
    Other
    $63,867
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $104,700
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $63,867
    Filer's total
    $168,567

  • Ivan Tarabocchia

    INSTRUCTOR

    Total calculated
    $247,912
    From this org
    $153,983
    From related orgs
    $0
    Other
    $93,929
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,983
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $93,929
    Filer's total
    $247,912

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

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.

  • IBEW #164 WELFARE FUND

    SECTION 501(C)(9) · PROVIDE MEDICAL AND OTHER RELATED BENEFITS FOR 164 MEMBERS · NJ

  • IBEW #164 PENSION FUND

    SECTION 401(A) · PROVIDE PENSION BENEFITS FOR LOCAL 164 MEMBERS · NJ

  • IBEW #164 ANNUITY FUND

    SECTION 401(A) · PROVIDE ANNUITY BENEFITS FOR LOCAL 164 MEMBERS · NJ

  • IBEW #164 LMCC

    SECTION 501(C)(5) · PROVIDE DRUG TESTING SERVICES FOR LOCAL 164 MEMBERS · NJ

  • IBEW LOCAL UNION #164

    SECTION 501(C)(5) · PROMOTE THE WELL BEING OF MEMBERS BY PROVIDING A VARIETY OF PROGRAMS/SERVICE · NJ

Provenance

Return type
form_990
Tax year
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202313189349305741

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