Civic Intelligence

Electrical Workers Joint Apprentice and Training Trust Fund

990 • Fiscal year 2024 • EIN 23-1308075

Sep 01, 2023 to Aug 31, 2024 • Filed on Feb 20, 2025

Organization ProfileWWW.ATEI98.ORG
1101 Kitty Hawk AvenuePhiladelphia, PA 19112

(215) 567-6405

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$23,201,414

Down $466,908 (-2.0%) from 2023

Net Assets

Down

$23,170,123

Down $461,558 (-2.0%) from 2023

Liabilities

Down

$31,291

Down $5,350 (-15%) from 2023

Revenue And Expenses

Revenue

Up

$6,617,124

Up $700,679 (+12%) from 2023

Expenses

Up

$6,658,334

Up $768,896 (+13%) from 2023

Net Income

Down

-$41,210

Down $68,217 (-253%) from 2023

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

2024

Assets$23,201,414
Liabilities$31,291
Net Assets$23,170,123
Open 2024 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

2024

Revenue$6,617,124
Expenses$6,658,334
Net Income-$41,210
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Feb 20, 2025
Return Version
2023v6.0
Gross Receipts
$6,617,124
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 journeymen.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,546,410$12,547,715▲ $8,001,305
Savings and Temporary Cash Investments$15,354,079$7,239,030▼ $8,115,049
Investments Other Securities$3,368,285$2,947,937▼ $420,348
Cash and Non-Interest-Bearing Accounts$389,275$458,509▲ $69,234
Inventories for Sale or Use$3,178$8,223▲ $5,045
Accounts Receivable$7,095--
Total Assets$23,668,322$23,201,414▼ $466,908
Liabilities
Accounts Payable and Accrued Expenses$36,641$29,267▼ $7,374
Other Liabilities$0$2,024▲ $2,024
Total Liabilities$36,641$31,291▼ $5,350
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$23,631,681$23,170,123▼ $461,558
Total Net Assets Fund Balance$23,631,681$23,170,123▼ $461,558
Total Liabilities and Net Assets / Fund Balance$23,668,322$23,201,414▼ $466,908

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,611,651$4,421,410$14,033,061
Land$2,442,943-$2,442,943
Other Land Buildings$493,119$692,237$1,185,356
Equipment$2$126,307$126,309
Other Securities$2,947,937--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian MyersTraining DirectorFT$223,708$144,850$368,558
Louis Acampora JrInstructorFT$182,392$120,562$302,954
Shawn MccarthyInstructorFT$160,405$103,862$264,267
Thomas NoreskiInstructorFT$157,278$101,837$259,115
Ignatius J FletcherInstructorFT$156,219$101,152$257,371
Luke W BialyInstructorFT$155,751$100,849$256,600
Gabrielle EdwardsSecretary--$1,499$1,499
Michael MascuilliSecretary (p)--$600$600

Board Members and Trustees

NameTitle
Shawn DuffChairman
Bruce D ShellyTrustee
James FoyTrustee
Kevin LynchTrustee
Timothy CahillTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
The Flynn CompanyBroker Fees1621 WOOD STREET, Philadelphia, PA 19103$108,750
Revenue and Support

Revenue Composition

Contributions and Grants
$141,123
Program Service Revenue
$5,835,073
Investment Income
$602,841
Other Revenue
$38,087
Change in Net Assets
$-41,210

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,617,124
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-420,348
Total Revenue per Audited Statements
$6,196,776
Total Revenue per Form 990
$6,617,124
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,534,663
Other Expenses$2,402,968
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,389,279$232,055-$1,621,334
Pension Plan Contributions$759,192$50,648-$809,840
Benefits to Members$720,703--$720,703
Other Employee Benefits$478,170$71,831-$550,001
Occupancy$205,235$337,588-$542,823
Current Officers, Directors, Trustees, and Key Employees$368,558$22,781-$391,339
Depreciation Depletion-$355,371-$355,371
Fees for Services Other-$248,777-$248,777
Insurance-$204,283-$204,283
Payroll Taxes-$162,149-$162,149
Fees for Services Accounting-$129,667-$129,667
Office Expenses-$93,383-$93,383
Conferences and Meetings-$21,552-$21,552
All Other Expenses$11,713$6,582-$18,295
Advertising-$14,953-$14,953
Other Expenses$14,753$175,682-$14,753
Fees for Services Legal-$13,527-$13,527
Total Functional Expenses$4,517,505$2,140,829$0$6,658,334

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,658,334
Total Expenses per Audited Statements$6,658,334
Total Expenses per Form 990$6,658,334
Expenses Not Reported on Financial Statements$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Apprentices$2,024
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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 the 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 form 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 members 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
1101 KITTY HAWK AVENUE, PHILADELPHIA, PA 19112

Signing Officer

Name
Brian Myers
Title
Director
Phone
2155676405
Signed
2025-02-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Myers
Formed
1948
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
4
Employees
27
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 the audit and the financial statements.”

Financial Statement Notes

PART X, LINE 2:

“Management is required to evaluate tax positions taken by the fund and to 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.”

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IRS990/InventoriesForSaleOrUseGrp/BOYAmt03178
IRS990/InventoriesForSaleOrUseGrp/EOYAmt08223
IRS990/InvestmentIncomeGrp/ExclusionAmt0602841
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0602841
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03368285
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02947937
IRS990/IRPDocumentCnt0309
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05239954
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04546410
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012547715
IRS990/LandBldgEquipCostOrOtherBssAmt017787669
IRS990/LegalDomicileStateCd0PA
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 JOURNEYMEN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt023631681
IRS990/NetAssetsOrFundBalancesEOYAmt023170123
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt015600
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt015600
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-420348
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt023631681
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt023170123
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0337588
IRS990/OccupancyGrp/ProgramServicesAmt0205235
IRS990/OccupancyGrp/TotalAmt0542823
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt093383
IRS990/OfficeExpensesGrp/TotalAmt093383
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt071831
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0478170
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0550001
IRS990/OtherExpensesGrp/Desc0SCHOOL MATERIALS AND SU
IRS990/OtherExpensesGrp/Desc1INSTRUCTOR TRAINING
IRS990/OtherExpensesGrp/Desc2LOSS ON DISPOSAL OF FIX
IRS990/OtherExpensesGrp/Desc3GRADUATION EXPENSES - N
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0175682
IRS990/OtherExpensesGrp/ProgramServicesAmt0363309
IRS990/OtherExpensesGrp/ProgramServicesAmt1206593
IRS990/OtherExpensesGrp/ProgramServicesAmt214753
IRS990/OtherExpensesGrp/TotalAmt0363309
IRS990/OtherExpensesGrp/TotalAmt1206593
IRS990/OtherExpensesGrp/TotalAmt2175682
IRS990/OtherExpensesGrp/TotalAmt314753
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt02024
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt022487
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt022487
IRS990/OtherRevenueTotalAmt022487
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0232055
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01389279
IRS990/OtherSalariesAndWagesGrp/TotalAmt01621334
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0162149
IRS990/PayrollTaxesGrp/TotalAmt0162149
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt050648
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0759192
IRS990/PensionPlanContributionsGrp/TotalAmt0809840
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0BRIAN MYERS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0WORKING ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc1APPLICATION FEES
IRS990/ProgramServiceRevenueGrp/Desc2REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/Desc3TRIBUTE BOOK INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05728249
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt150514
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt247360
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt38950
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05728249
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt150514
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt247360
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt38950
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0777399
IRS990/PYContributionsGrantsAmt0472160
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-220895
IRS990/PYOtherExpensesAmt01631784
IRS990/PYOtherRevenueAmt038100
IRS990/PYProgramServiceRevenueAmt05627080
IRS990/PYRevenuesLessExpensesAmt027007
IRS990/PYSalariesCompEmpBnftPaidAmt03480255
IRS990/PYTotalExpensesAmt05889438
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05916445
IRS990/ReconcilationRevenueExpnssAmt0-41210
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt015600
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05857560
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015354079
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07239030
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/BookValueAmt09611651
IRS990ScheduleD/BuildingsGrp/DepreciationAmt04421410
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt014033061
IRS990ScheduleD/EquipmentGrp/BookValueAmt02
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0126307
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0126309
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06658334
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt02442943
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02442943
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-420348
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0493119
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0692237
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01185356
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02024
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO APPRENTICES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02947937
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALTERNATIVE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-420348
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06617124
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT IS REQUIRED TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND TO 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/TotalBookValueLandBuildingsAmt012547715
IRS990ScheduleD/TotalBookValueSecuritiesAmt02947937
IRS990ScheduleD/TotalExpensesPerForm990Amt06658334
IRS990ScheduleD/TotalLiabilityAmt02024
IRS990ScheduleD/TotalRevenuePerForm990Amt06617124
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06196776
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06658334
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
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NEWSPAPER ADVERTISEMENT, COMMUNITY OUTREACH AND CAREER DAYS DURING APPLICATION PERIOD STATING THAT THE APPRENTICE TRAINING FOR THE ELECTRICAL INDUSTRY IS AN EQUAL OPPORTUNITY EMPLOYER AND HAS AN OPEN ADMISSION POLICY.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1CONTRIBUTIONS NOT SOLICITED.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,201,414
Liabilities
$31,291
Net assets
$23,170,123
Revenue
$6,617,124
Expenses
$6,658,334
Net income
-$41,210
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