Civic Intelligence

Electrical Workers Joint Apprentice and Training Trust Fund

990 • Fiscal year 2023 • EIN 23-1308075

Sep 01, 2022 to Aug 31, 2023 • Filed on Mar 06, 2024

Organization ProfileWWW.ATEI98.ORG
1719 Spring Garden StreetPhiladelphia, PA 19130

(215) 567-6405

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$23,668,322

Up $878,594 (+3.9%) from 2022

Net Assets

Up

$23,631,681

Up $882,049 (+3.9%) from 2022

Liabilities

Down

$36,641

Down $3,455 (-8.6%) from 2022

Revenue And Expenses

Revenue

Up

$5,916,445

Up $398,363 (+7.2%) from 2022

Expenses

Down

$5,889,438

Down $77,239 (-1.3%) from 2022

Net Income

Up

$27,007

Up $475,602 (+106%) from 2022

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $14,087,186Liabilities 2010: $17,826Net Assets 2010: $14,069,3602010Assets 2011: $14,607,372Liabilities 2011: $25,263Net Assets 2011: $14,582,1092011Assets 2012: $15,413,235Liabilities 2012: $16,957Net Assets 2012: $15,396,2782012Assets 2013: $16,540,978Liabilities 2013: $16,921Net Assets 2013: $16,524,0572013Assets 2014: $17,870,795Liabilities 2014: $19,266Net Assets 2014: $17,851,5292014Assets 2015: $17,737,800Liabilities 2015: $17,151Net Assets 2015: $17,720,6492015Assets 2016: $20,018,700Liabilities 2016: $23,618Net Assets 2016: $19,995,0822016Assets 2017: $20,882,721Liabilities 2017: $21,234Net Assets 2017: $20,861,4872017Assets 2018: $21,499,358Liabilities 2018: $24,500Net Assets 2018: $21,474,8582018Assets 2019: $22,236,664Liabilities 2019: $27,217Net Assets 2019: $22,209,4472019Assets 2020: $23,105,101Liabilities 2020: $19,612Net Assets 2020: $23,085,4892020Assets 2021: $24,786,662Liabilities 2021: $45,592Net Assets 2021: $24,741,0702021Assets 2022: $22,789,728Liabilities 2022: $40,096Net Assets 2022: $22,749,6322022Assets 2023: $23,668,322Liabilities 2023: $36,641Net Assets 2023: $23,631,6812023Assets 2024: $23,201,414Liabilities 2024: $31,291Net Assets 2024: $23,170,1232024Assets 2025: $23,982,011Liabilities 2025: $24,814Net Assets 2025: $23,957,1972025

Highlighted filing

2023

Assets$23,668,322
Liabilities$36,641
Net Assets$23,631,681
Open 2023 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $3,671,7792010Expenses 2011: $3,408,5812011Expenses 2012: $3,178,8292012Expenses 2013: $3,012,5122013Revenue 2014: $4,510,142Expenses 2014: $3,485,750Net Income 2014: $1,024,3922014Revenue 2015: $4,597,009Expenses 2015: $4,253,529Net Income 2015: $343,4802015Revenue 2016: $4,772,505Expenses 2016: $4,675,748Net Income 2016: $96,7572016Revenue 2017: $5,473,889Expenses 2017: $4,756,651Net Income 2017: $717,2382017Revenue 2018: $5,941,283Expenses 2018: $5,123,301Net Income 2018: $817,9822018Revenue 2019: $6,281,841Expenses 2019: $5,407,628Net Income 2019: $874,2132019Revenue 2020: $5,315,522Expenses 2020: $4,800,793Net Income 2020: $514,7292020Revenue 2021: $6,523,684Expenses 2021: $4,910,140Net Income 2021: $1,613,5442021Revenue 2022: $5,518,082Expenses 2022: $5,966,677Net Income 2022: -$448,5952022Revenue 2023: $5,916,445Expenses 2023: $5,889,438Net Income 2023: $27,0072023Revenue 2024: $6,617,124Expenses 2024: $6,658,334Net Income 2024: -$41,2102024Revenue 2025: $7,311,209Expenses 2025: $6,422,749Net Income 2025: $888,4602025

Highlighted filing

2023

Revenue$5,916,445
Expenses$5,889,438
Net Income$27,007
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Mar 6, 2024
Return Version
2022v5.0
Gross Receipts
$18,626,328
Mission and Program Overview

Mission

Education and training for all apprentices of local union #98 i.b.e.w. And to provide continuing education for local union #98 journeyman

Education and training for all apprentices of local union #98 i.b.e.w.and to provide continuingeducation for local union #98 journeyman.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$4,921,626$15,354,079▲ $10,432,453
Investments in Publicly Traded Securities$8,352,134$0▼ $8,352,134
Land, Buildings, and Equipment, Net$4,501,877$4,546,410▲ $44,533
Investments Other Securities$4,574,792$3,368,285▼ $1,206,507
Cash and Non-Interest-Bearing Accounts$369,385$389,275▲ $19,890
Accounts Receivable$69,019$7,095▼ $61,924
Inventories for Sale or Use$895$3,178▲ $2,283
Total Assets$22,789,728$23,668,322▲ $878,594
Liabilities
Accounts Payable and Accrued Expenses$40,096$36,641▼ $3,455
Total Liabilities$40,096$36,641▼ $3,455
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$22,749,632$23,631,681▲ $882,049
Total Net Assets Fund Balance$22,749,632$23,631,681▲ $882,049
Total Liabilities and Net Assets / Fund Balance$22,789,728$23,668,322▲ $878,594

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,265,759$4,643,054$7,908,813
Other Land Buildings$287,708$1,614,818$1,902,526
Land$992,943-$992,943
Other Securities$3,368,285--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael NeillTraining Director (p)FT$215,271$141,541$356,812
Louis Acampora JrInstructorFT$177,990$139,605$317,595
Brian MyersTraining DirectorFT$169,603$111,514$281,117
Luke W BialyInstructorFT$147,592$97,042$244,634
Quinton JohnsonInstructorFT$147,592$97,042$244,634
Ignatius J FletcherInstructorFT$147,337$96,874$244,211
Dominic VerrecchioInstructorFT$146,425$96,274$242,699
Michael MascuilliSecretary--$1,200$1,200

Board Members and Trustees

NameTitle
Shawn DuffChairman
Thomas G Moore JrChairman (p)
Bruce D ShellyTrustee
James FoyTrustee
Kevin LynchTrustee
Timothy CahillTrustee
Brian BurrowsTrustee (p)
Revenue and Support

Revenue Composition

Contributions and Grants
$472,160
Program Service Revenue
$5,627,080
Investment Income
$-220,895
Other Revenue
$38,100
All Other Contributions
$450
Change in Net Assets
$27,007

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,864,726
Revenue Not Reported on Financial Statements
$51,719
Revenue Not Reported on Form 990
$855,042
Total Revenue per Audited Statements
$6,719,768
Total Revenue per Form 990
$5,916,445
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,480,255
Other Expenses$1,631,784
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,169,486$226,416-$1,395,902
Benefits to Members$777,399--$777,399
Pension Plan Contributions$679,208$49,173-$728,381
Current Officers, Directors, Trustees, and Key Employees$637,929$21,726-$659,655
Other Employee Benefits$476,211$64,251-$540,462
Depreciation Depletion-$298,888-$298,888
Occupancy$186,761$75,464-$262,225
Payroll Taxes-$155,855-$155,855
Insurance-$134,731-$134,731
Fees for Services Accounting-$129,882-$129,882
Fees for Services Other-$101,462-$101,462
Office Expenses-$63,086-$63,086
Fees for Service Investment Mgmnt Fees-$51,719-$51,719
Fees for Services Legal-$20,364-$20,364
Advertising-$15,525-$15,525
All Other Expenses$4,221$5,888-$10,109
Other Expenses$6,682--$6,682
Conferences and Meetings-$2,739-$2,739
Total Functional Expenses$4,472,269$1,417,169$0$5,889,438

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,889,438
Expenses per Audited Statements$5,837,719
Total Expenses per Audited Statements$5,837,719
Expenses Not Reported on Financial Statements$51,719
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Members make up two groups; the employer group and employee group.”

Form 990, Part VI, Section A, Line 7A

“The board of directors consists of six members, three of whom shall be nominated and elected by the employer group and three by the employee group.”

Form 990, Part VI, Section B, Line 11B

“The from 990 is first reviewed by the director of the organization. Upon completion of the review the form 990 is presented to the board of directors.”

Form 990, Part VI, Section B, Line 15

“Compensation is derived from the collective bargaining agreement with i.b.e.w. Local 98. Representatives of i.b.e.w. Local 98 and employers meet every three years to negotiate the new terms and conditions of the collective bargaining agreement. Salaries are set for the director, key employees, and member based on a per quarter, per meeting, and hourly rate. This salary is set regardless of the individual in the position. The salary rates are reviewed and approved by the executive board and paid in accordance with the trust agreement of the organization.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Apprentice Training for the Electrical
EIN
23-1308075
Phone
2155676405
Address
1719 SPRING GARDEN STREET, PHILADELPHIA, PA 19130

Signing Officer

Name
Brian Myers
Title
Director
Phone
2155676405
Signed
2024-03-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Myers
Formed
1948
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
28
Volunteers
0

Preparer

Firm
Novak Francella LLC
Address
40 MONUMENT RD 5TH FLR, BALA CYNWYD, PA 19004
Preparer
Louis Verzella CPA
Phone
6106689400
Supplemental Narrative

Additional Explanations

Form 990 Part XII Line 1

“The financial statements are prepared using the modified cash basis of accounting”

Form 990 Part XII Line 2C

“Management is responsible for the oversight of audit and the financial statements”

Financial Statement Notes

PART X, LINE 2:

“Management is required to evaluate tax positions taken by the fund and recognize a tax liability if the fund has taken an uncertain position that, more likely than not, would not be sustained upon examination by the u.s. Federal, state, or local taxing authorities. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Typically, tax years will remain open for three years; however, this may differ depending upon the circumstances of the fund.”

Raw XML AppendixShowing 400 of 699 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt040096
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt036641
IRS990/AccountsReceivableGrp/BOYAmt069019
IRS990/AccountsReceivableGrp/EOYAmt07095
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0EDUCATION AND TRAINING FOR ALL APPRENTICES OF LOCAL UNION #98 I.B.E.W.AND TO PROVIDE CONTINUINGEDUCATION FOR LOCAL UNION #98 JOURNEYMAN.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt015525
IRS990/AdvertisingGrp/TotalAmt015525
IRS990/AllOtherContributionsAmt0450
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt05888
IRS990/AllOtherExpensesGrp/ProgramServicesAmt04221
IRS990/AllOtherExpensesGrp/TotalAmt010109
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0777399
IRS990/BenefitsToMembersGrp/TotalAmt0777399
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DAWN MCCARRY
IRS990/BooksInCareOfDetail/PhoneNum02155676405
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01719 SPRING GARDEN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0PHILADELPHIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd019103
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0369385
IRS990/CashNonInterestBearingGrp/EOYAmt0389275
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt021726
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0637929
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0659655
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02739
IRS990/ConferencesMeetingsGrp/TotalAmt02739
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0777399
IRS990/CYContributionsGrantsAmt0472160
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-220895
IRS990/CYOtherExpensesAmt01631784
IRS990/CYOtherRevenueAmt038100
IRS990/CYProgramServiceRevenueAmt05627080
IRS990/CYRevenuesLessExpensesAmt027007
IRS990/CYSalariesCompEmpBnftPaidAmt03480255
IRS990/CYTotalExpensesAmt05889438
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05916445
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0298888
IRS990/DepreciationDepletionGrp/TotalAmt0298888
IRS990/Desc0PROGRAM OF APPRENTICESHIP SO THAT THE APPRENTICES OF TODAY, THROUGH A SYSTEMATIC PROGRAM OF SCHOOLING AND ON THE JOB TRAINING, CAN BECOME THE QUALIFIED ALL-AROUND JOURNEYMAN OF TOMORROW.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt028
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt04472269
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0129882
IRS990/FeesForServicesAccountingGrp/TotalAmt0129882
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt020364
IRS990/FeesForServicesLegalGrp/TotalAmt020364
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0101462
IRS990/FeesForServicesOtherGrp/TotalAmt0101462
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt051719
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt051719
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt248.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt350.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt848.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt945.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3123755
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt7128911
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt8141541
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt9111514
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1096274
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1196874
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1297042
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt13139605
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1497042
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS G MOORE JR
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL MASCUILLI
IRS990/Form990PartVIISectionAGrp/PersonNm2BRUCE D SHELLY
IRS990/Form990PartVIISectionAGrp/PersonNm3BRIAN BURROWS
IRS990/Form990PartVIISectionAGrp/PersonNm4TIMOTHY CAHILL
IRS990/Form990PartVIISectionAGrp/PersonNm5KEVIN LYNCH
IRS990/Form990PartVIISectionAGrp/PersonNm6SHAWN DUFF
IRS990/Form990PartVIISectionAGrp/PersonNm7JAMES FOY
IRS990/Form990PartVIISectionAGrp/PersonNm8MICHAEL NEILL
IRS990/Form990PartVIISectionAGrp/PersonNm9BRIAN MYERS
IRS990/Form990PartVIISectionAGrp/PersonNm10DOMINIC VERRECCHIO
IRS990/Form990PartVIISectionAGrp/PersonNm11IGNATIUS J FLETCHER
IRS990/Form990PartVIISectionAGrp/PersonNm12QUINTON JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm13LOUIS ACAMPORA JR
IRS990/Form990PartVIISectionAGrp/PersonNm14LUKE W BIALY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8215271
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9169603
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10146425
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11147337
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12147592
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13177990
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14147592
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3217908
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7222295
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRAINING DIRECTOR (P)
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRAINING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14INSTRUCTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01948
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-828698
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt0471710
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt011881185
IRS990/GrossReceiptsAmt018626328
IRS990/GrossRentsGrp/RealAmt038100
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0134731
IRS990/InsuranceGrp/TotalAmt0134731
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0895
IRS990/InventoriesForSaleOrUseGrp/EOYAmt03178
IRS990/InvestmentIncomeGrp/ExclusionAmt0607803
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0607803
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04574792
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03368285
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08352134
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt0323
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06257872
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04501877
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04546410
IRS990/LandBldgEquipCostOrOtherBssAmt010804282
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012709883
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0EDUCATION AND TRAINING FOR ALL APPRENTICES OF LOCAL UNION #98 I.B.E.W. AND TO PROVIDE CONTINUING EDUCATION FOR LOCAL UNION #98 JOURNEYMAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt022749632
IRS990/NetAssetsOrFundBalancesEOYAmt023631681
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-828698
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-828698
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt038100
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt038100
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0855042
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt022749632
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt023631681
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt075464
IRS990/OccupancyGrp/ProgramServicesAmt0186761
IRS990/OccupancyGrp/TotalAmt0262225
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt063086
IRS990/OfficeExpensesGrp/TotalAmt063086
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt064251
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0476211
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0540462
IRS990/OtherExpensesGrp/Desc0SCHOOL MATERIALS AND SU
IRS990/OtherExpensesGrp/Desc1INSTRUCTOR TRAINING
IRS990/OtherExpensesGrp/Desc2ACCREDITATION EXPENSE
IRS990/OtherExpensesGrp/Desc3GRADUATION EXPENSES - N
IRS990/OtherExpensesGrp/ProgramServicesAmt0317038
IRS990/OtherExpensesGrp/ProgramServicesAmt1206534
IRS990/OtherExpensesGrp/ProgramServicesAmt210800
IRS990/OtherExpensesGrp/ProgramServicesAmt36682
IRS990/OtherExpensesGrp/TotalAmt0317038
IRS990/OtherExpensesGrp/TotalAmt1206534
IRS990/OtherExpensesGrp/TotalAmt210800
IRS990/OtherExpensesGrp/TotalAmt36682
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0226416
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01169486
IRS990/OtherSalariesAndWagesGrp/TotalAmt01395902
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0155855
IRS990/PayrollTaxesGrp/TotalAmt0155855
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt049173
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0679208
IRS990/PensionPlanContributionsGrp/TotalAmt0728381
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRIAN MYERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0WORKING ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc1REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/Desc2APPLICATION FEES
IRS990/ProgramServiceRevenueGrp/Desc3TRIBUTE BOOK INCOME
IRS990/ProgramServiceRevenueGrp/Desc4MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05510862
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt159793
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt236895
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt311300
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt48230
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05510862
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt159793
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt236895
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt311300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt48230
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0792480
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt063899
IRS990/PYOtherExpensesAmt01887889
IRS990/PYOtherRevenueAmt056977
IRS990/PYProgramServiceRevenueAmt05397206
IRS990/PYRevenuesLessExpensesAmt0-448595
IRS990/PYSalariesCompEmpBnftPaidAmt03286308
IRS990/PYTotalExpensesAmt05966677
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05518082
IRS990/ReconcilationRevenueExpnssAmt027007
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt038100
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05627080
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04921626
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015354079
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt03265759
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04643054
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07908813
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt051719
IRS990ScheduleD/ExpensesSubtotalAmt05837719
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt051719
IRS990ScheduleD/InvestmentExpensesNotIncldAmt051719
IRS990ScheduleD/LandGrp/BookValueAmt0992943
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0992943
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0855042
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0287708
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01614818
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01902526
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03368285
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALTERNATIVE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0855042
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt051719
IRS990ScheduleD/RevenueSubtotalAmt05864726
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04546410
IRS990ScheduleD/TotalBookValueSecuritiesAmt03368285
IRS990ScheduleD/TotalExpensesPerForm990Amt05889438
IRS990ScheduleD/TotalRevenuePerForm990Amt05916445
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06719768
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05837719
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd00
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,668,322
Liabilities
$36,641
Net assets
$23,631,681
Revenue
$5,916,445
Expenses
$5,889,438
Net income
$27,007
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$24.0$0.02$24.0$7.31$6.42$0.89
2024Detailed filing. Detailed filing data is available for this year.$23.2$0.03$23.2$6.62$6.66$0.04
2023Detailed filing. Detailed filing data is available for this year.$23.7$0.04$23.6$5.92$5.89$0.03
2022Detailed filing. Detailed filing data is available for this year.$22.8$0.04$22.7$5.52$5.97$0.45
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.8$0.05$24.7$6.52$4.91$1.61
2020Detailed filing. Detailed filing data is available for this year.$23.1$0.02$23.1$5.32$4.80$0.51
2019Detailed filing. Detailed filing data is available for this year.$22.2$0.03$22.2$6.28$5.41$0.87
2018Detailed filing. Detailed filing data is available for this year.$21.5$0.02$21.5$5.94$5.12$0.82
2017Detailed filing. Detailed filing data is available for this year.$20.9$0.02$20.9$5.47$4.76$0.72
2016Detailed filing. Detailed filing data is available for this year.$20.0$0.02$20.0$4.77$4.68$0.10
2015Detailed filing. Detailed filing data is available for this year.$17.7$0.02$17.7$4.60$4.25$0.34
2014Detailed filing. Detailed filing data is available for this year.$17.9$0.02$17.9$4.51$3.49$1.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.5$0.02$16.5$3.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$0.02$15.4$3.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$0.03$14.6$3.41
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$0.02$14.1$3.67