Iron Workers Local 33 Apprentice Training Fund

Tax-deductible

Rochester, NY501(c)(3)EducationEIN 16-1038138

To provide training to local union no. 33 apprentices in rochester and the surrounding area.

501(c)(3) charity; gifts are tax-deductible.
67¢ of each $1 spent went to programs.
$78K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $82K a year · 23% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
67%
of spending
Fine: 67% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$78K
to officers and key staff · 23% of spending
Top officer’s pay higher than 63% of similar orgs
Worth a look: pay to officers and key staff is 23% of spending; over 20%.
Pt VII · Sec A
Cash reserves
10 mo
of spending, in cash
Looks good: 9.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 4 voting members
Looks good: 3 of 4 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$400K
+47% vs prior year
Spent
$334K
To programs
67%
Net assets
$1.1M
By yearFY2021–FY2025
Revenue
$400K
FY2025▲ +47%
Revenue by fiscal year
FY2021$252K
FY2022$467K
FY2023$380K
FY2024$272K
FY2025$400K
Expenses
$334K
FY2025▲ +29%
Expenses by fiscal year
FY2021$225K
FY2022$285K
FY2023$258K
FY2024$260K
FY2025$334K
Net assets
$1.1M
FY2025▲ +8%
Net assets by fiscal year
FY2021$678K
FY2022$838K
FY2023$961K
FY2024$983K
FY2025$1.1M

From the FY2025 Form 990 (year ending June 2025) · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1995.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

67 cents of each dollar spent went to programs.

Program services 67% · $224K Management & general 33% · $111K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

5 people listed on the 990; $78K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Director/COO
$70,952Pt VII · Sec A
Coordinator/
$6,954Pt VII · Sec A
$0Pt VII · Sec A
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A

Stephen Tavernia’s $71K as Director/COO is at the 63rd percentile of top reported officer pay among 1612 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Stephen Tavernia$70,952$48,054$47,741$7,329—
Tim Starwald———$44,006$43,097
Timothy Starwald——$7,654——
Brian Brodner$6,954————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Iron Workers Local 33 Apprentice Training Fund executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Trains union apprentices in Rochester and surrounding areas.

Provided by the organization

This section is blank until Iron Workers Local 33 Apprentice Training Fund claims this page.

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1 program service account for $224K of program spending, described in the organization's own filed words · FY2024.
01

Apprentice training program for members of the iron workers local union no. 33.

$224Kprogram expense

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By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$400K
Ln 12
Fees for servicesLn 2g$349K
Gifts and grantsLn 1h$30K
Other incomeLn 4–11$11K
Money outPt IX
$334K
Ln 25
Programscol B$224K
Managementcol C$111K
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$272K
Total assetsLn 16$1.1M
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A2
Voting boardVI 1a4
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$30K
Fees for servicesLn 2g$349K
Investment incomeLn 3$9K
Other incomeLn 4–11$11K
Gains on assetsLn 7$2K
Total revenueLn 12$400K
Assets in detailPt X, end of year
CashLn 1$63K
SavingsLn 2$209K
Cash and savings togetherLn 1–2$272K
InvestmentsLn 11–13$150K
Land, buildings, equipmentLn 10c$636K
Total assetsLn 16$1.1M
LiabilitiesLn 26$0
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 512
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$215K$272K
InvestmentsLn 11–13$135K$150K
Land, buildings, equipmentLn 10c$632K$636K
Total assetsLn 16$983K$1.1M
LiabilitiesLn 26$0$0
Net assetsLn 32$983K$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$157K$94K$63K
Other salaries and wagesLn 7$45K$37K$8K
Payroll taxesLn 10$13K$9K$4K
Accounting feesLn 11c$6K$6K
Investment management feesLn 11f$2K$2K
Office expensesLn 13$13K$1K$12K
OccupancyLn 16$2K$2K$239
TravelLn 17$2K$2K
Conferences, conventions and meetingsLn 19$1K$1K
Depreciation, depletion and amortizationLn 22$29K$26K$3K
InsuranceLn 23$13K$13K
Other expenses (24a–d)Ln 24$51K$50K$593
Total functional expensesLn 25$334K$224K$111K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $400K$334K$65K$1.1M 990 PDF
FY2024 $272K$260K$12K$983K 990 PDF
FY2023 $380K$258K$122K$961K 990 PDF
FY2022 $467K$285K$182K$838K 990 PDF
FY2021 $252K$225K$26K$678K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (4 parts)
Part VIII · Statement of revenue $399,504 across 8 lines filed
VIII-1f All other contributions, gifts and grants$30,375
VIII-1h Total contributions, gifts and grants$30,375
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $349,162$349,162
VIII-3 Investment incomeExcluded from tax $6,926$6,926
VIII-6 Net rental income or lossExcluded from tax $10,800$10,800
VIII-7 Net gain or loss on sales of assetsExcluded from tax $2,123$2,123
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $118$118
VIII-12 Total revenueRelated to mission $349,280 · Excluded from tax $19,849$399,504
Part IX · Statement of functional expenses $334,475 across 12 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $94,276 · Management $62,851$157,127
IX-7 Other salaries and wagesPrograms $36,892 · Management $7,820$44,712
IX-10 Payroll taxesPrograms $8,578 · Management $4,210$12,788
IX-11c Accounting feesManagement $6,305$6,305
IX-11f Investment management feesManagement $1,696$1,696
IX-13 Office expensesPrograms $1,017 · Management $11,512$12,529
IX-16 OccupancyPrograms $2,222 · Management $239$2,461
IX-17 TravelPrograms $2,445$2,445
IX-19 Conferences, conventions and meetingsPrograms $1,452$1,452
IX-22 Depreciation, depletion and amortizationPrograms $26,280 · Management $2,820$29,100
IX-23 InsuranceManagement $12,905$12,905
IX-24 Other expenses (24a–d)Programs $50,362 · Management $593$50,955
IX-25 Total functional expensesPrograms $223,524 · Management $110,951 · Fundraising $0$334,475
Part X · Balance sheet $1,057,675 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $60,615$62,893
X-2 Savings and temporary cash investmentsStart of year $154,678$209,100
X-10c Land, buildings and equipment, netStart of year $632,406$635,557
X-11 Publicly traded securitiesStart of year $135,312$150,125
X-16 Total assetsStart of year $983,011$1,057,675
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $983,011$1,057,675
X-33 Total liabilities and net assetsStart of year $983,011$1,057,675
Part XI · Reconciliation of net assets $1,057,675 net assets at year end
XI-1 Total revenue$399,504
XI-2 Total expenses$334,475
XI-3 Revenue less expenses$65,029
XI-4 Net assets at start of year$983,011
XI-5 Net unrealized gains (losses) on investments$9,635
XI-10 Net assets at end of year$1,057,675

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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