Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 63.”
Iuoe Local 877 Apprentice Training & Skill Improvement Fund
990EZ • Fiscal year 2022 • EIN 04-6849959
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Balance Sheet
Assets
Up$235,232
Up $38,822 (+20%) from 2021
Net Assets
Up$212,719
Up $29,019 (+16%) from 2021
Liabilities
Up$22,513
Up $9,803 (+77%) from 2021
Revenue And Expenses
Revenue
Up$187,626
Up $53,237 (+40%) from 2021
Expenses
Up$158,607
Up $53,659 (+51%) from 2021
Net Income
Down$29,019
Down $422 (-1.4%) from 2021
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jun 1, 2021 to May 31, 2022
- Signed
- Aug 29, 2022
- Return Version
- 2021v4.2
- Gross Receipts
- $187,626
Mission and Program Overview
Mission
Provide vocational training to members and potential members of iuoe local 877.
The purpose of the fund is to maintain a school to train and improve the skills of students to provide a continuous and sufficient pool of skilled engineers.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE PURPOSE OF THE FUND IS TO MAINTAIN A SCHOOL TO TRAIN AND IMPROVE THE SKILLS OF STUDENTS TO PROVIDE A CONTINUOUS AND SUFFICIENT POOL OF SKILLED ENGINEERS. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ALAN PERO | International Supervisor | - | $0 | - | - |
| ANTHONY PISANO | Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Iuoe Local 877 Apprentice Training &
- EIN
- 04-6849959
- Phone
- 7817691877
- Address
- 89 ACCESS ROAD UNIT 4, NORWOOD, MA 02062-5233
Signing Officer
- Name
- Alan Pero
- Title
- International Supervisor
- Phone
- 7817691877
- Signed
- 2022-08-29
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Schultheis & Panettieri Llp
- Address
- 450 WIRELESS BLVD, HAUPPAUGE, NY 11788
- Preparer
- Carol Westfall
- Phone
- 6312734778
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: rent income. Amount: 4,528. Description: participant license fees . Amount: 3,125. Total to form 990-ez, line 8: 7,653.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: materials/supplies. Amount: 19,077. Description: textbooks/materials. Amount: 9,527. Description: insurance. Amount: 1,390. Description: educational courses. Amount: 3,365. Description: office. Amount: 5,844. Description: depreciation. Amount: 10,664. Description: conference & meetings. Amount: 1,485. Total to form 990-ez, line 16: 51,352.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: security deposit lease. Beg. Of year amount: 7,000. End of year amount: 7,000. Description: other depreciable assets. Beg. Of year amount: 52,070. End of year amount: 44,131. Description: employer contributions receivable. Beg. Of year amount: 7,131. End of year amount: 8,724. Description: tuition receivable. Beg. Of year amount: 550. End of year amount: 5,551. Description: prepaid expenses. Beg. Of year amount: 946. End of year amount: 4,730.”
Form 990-ez, Part II, Line 26 - Other Liabilities
“Description: accrued expenses. Beg. Of year amount: 12,710. End of year amount: 16,322. Description: deferred contributions. Beg. Of year amount: 0. End of year amount: 6,191.”
Raw XML Appendix112 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | THE ORGANIZATION |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7817691877 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 89 ACCESS ROAD UNIT 4 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | NORWOOD |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | MA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 020625233 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 128713 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 165096 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 29019 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 13345 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 196410 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 235232 |
| IRS990EZ/GrossReceiptsAmt | 0 | 187626 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 63 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 183700 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 212719 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 183700 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 212719 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 55341 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ALAN PERO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ANTHONY PISANO |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | INTERNATIONAL SUPERVISOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 67697 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 70136 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 51352 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 7653 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE PURPOSE OF THE FUND IS TO MAINTAIN A SCHOOL TO TRAIN AND IMPROVE THE SKILLS OF STUDENTS TO PROVIDE A CONTINUOUS AND SUFFICIENT POOL OF SKILLED ENGINEERS. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 179910 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE PURPOSE OF THE FUND IS TO MAINTAIN A SCHOOL TO TRAIN AND IMPROVE THE SKILLS OF STUDENTS TO PROVIDE A CONTINUOUS AND SUFFICIENT POOL OF SKILLED ENGINEERS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SalariesOtherCompEmplBnftAmt | 0 | 38569 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 12710 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 22513 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 158607 |
| IRS990EZ/TotalRevenueAmt | 0 | 187626 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 63. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: RENT INCOME. AMOUNT: 4,528. DESCRIPTION: PARTICIPANT LICENSE FEES . AMOUNT: 3,125. TOTAL TO FORM 990-EZ, LINE 8: 7,653. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: MATERIALS/SUPPLIES. AMOUNT: 19,077. DESCRIPTION: TEXTBOOKS/MATERIALS. AMOUNT: 9,527. DESCRIPTION: INSURANCE. AMOUNT: 1,390. DESCRIPTION: EDUCATIONAL COURSES. AMOUNT: 3,365. DESCRIPTION: OFFICE. AMOUNT: 5,844. DESCRIPTION: DEPRECIATION. AMOUNT: 10,664. DESCRIPTION: CONFERENCE & MEETINGS. AMOUNT: 1,485. TOTAL TO FORM 990-EZ, LINE 16: 51,352. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DESCRIPTION: SECURITY DEPOSIT LEASE. BEG. OF YEAR AMOUNT: 7,000. END OF YEAR AMOUNT: 7,000. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 52,070. END OF YEAR AMOUNT: 44,131. DESCRIPTION: EMPLOYER CONTRIBUTIONS RECEIVABLE. BEG. OF YEAR AMOUNT: 7,131. END OF YEAR AMOUNT: 8,724. DESCRIPTION: TUITION RECEIVABLE. BEG. OF YEAR AMOUNT: 550. END OF YEAR AMOUNT: 5,551. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 946. END OF YEAR AMOUNT: 4,730. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | DESCRIPTION: ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 12,710. END OF YEAR AMOUNT: 16,322. DESCRIPTION: DEFERRED CONTRIBUTIONS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 6,191. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ALAN PERO |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | INTERNATIONAL SUPERVISOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7817691877 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-08-29 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | IUOE LOCAL 877 APPRENTICE TRAINING & |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | SKILL IMPROVEMENT FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | IUOE |
| ReturnHeader/Filer/EIN | 0 | 046849959 |
| ReturnHeader/Filer/PhoneNum | 0 | 7817691877 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 89 ACCESS ROAD UNIT 4 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | NORWOOD |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | MA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 020625233 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 131577780 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SCHULTHEIS & PANETTIERI LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 450 WIRELESS BLVD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | HAUPPAUGE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 11788 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6312734778 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CAROL WESTFALL |
| ReturnHeader/ReturnTs | 0 | 2022-08-29T06:19:22-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | ALAN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | PERO |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-05-31 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $235,232
- Liabilities
- $22,513
- Net assets
- $212,719
- Revenue
- $187,626
- Expenses
- $158,607
- Net income
- $29,019