Iron Workers Local 33 Apprentice Training Fund FY2022 filing

Tax-deductible

Rochester, NY501(c)(3)EducationEIN 16-1038138Revenue $467K in FY2022

On file with the IRSironworkers33.org/training-center650 Trabold Rd, 14624-2532 · Rochester, NYTax-exempt since Mar 1995School — 170(b)(1)(A)(ii)

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To provide Training to Local union no. 33 apprentices in rochester and the surrounding area.

501(c)(3) charity; gifts are tax-deductible.
72¢ of each $1 spent went to programs.
$51K 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

FY2022 · 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
72%
of spending
Fine: 72% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$51K
to officers and key staff · 18% of spending
Fine: pay to officers and key staff is 18% of spending; 15% to 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
$107K
11% of total assets
Looks good: liabilities are 11% of assets; 50% or less.
Pt X · Ln 26
Independent board members
2
of 3 voting members
Looks good: 2 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$467K
+86% vs prior year
Spent
$285K
To programs
72%
Net assets
$838K
By yearFY2021–FY2025
Revenue
$467K
FY2022▲ +86%
Tap a bar for its year
Revenue by fiscal year
FY2021$252K
FY2022$467K
FY2023$380K
FY2024$272K
FY2025$400K
Expenses
$285K
FY2022▲ +26%
Tap a bar for its year
Expenses by fiscal year
FY2021$225K
FY2022$285K
FY2023$258K
FY2024$260K
FY2025$334K
Net assets
$838K
FY2022▲ +24%
Tap a bar for its year
Net assets by fiscal year
FY2021$678K
FY2022$838K
FY2023$961K
FY2024$983K
FY2025$1.1M

From the FY2022 Form 990 (year ending June 2022) · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

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

72 cents of each dollar spent went to programs.

Program services 72% · $206K Management & general 28% · $79K

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

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Who runs it and what they're paid

4 people listed on the 990; $51K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
$44,006Pt VII · Sec A
Coordinator
$7,329Pt VII · Sec A
$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

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1 program · $206K · in their own filed words · FY2021
01

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

$206Kprogram expense

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$467K
Ln 12
Fees for servicesLn 2g$448K
Other incomeLn 4–11$12K
Investment incomeLn 3$5K
Money outPt IX
$285K
Ln 25
Programscol B$206K
Managementcol C$79K
Owns and owesPt X
$838K
net assets · Ln 32
Cash and savingsLn 1–2$233K
Total assetsLn 16$945K
LiabilitiesLn 26$107K
PeoplePt VI, VII
4
listed · VII A
PaidVII A2
Voting boardVI 1a3
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2K
Fees for servicesLn 2g$448K
Investment incomeLn 3$5K
Other incomeLn 4–11$12K
Gains on assetsLn 7$2K
Total revenueLn 12$467K
Assets in detailPt X, end of year
CashLn 1$64K
SavingsLn 2$169K
Cash and savings togetherLn 1–2$233K
InvestmentsLn 11–13$110K
Land, buildings, equipmentLn 10c$600K
Other assetsLn 15$2K
Total assetsLn 16$945K
LiabilitiesLn 26$107K
Net assetsLn 32$838K
OperationsPt I, VI
EmployeesI 512
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$142K$233K
InvestmentsLn 11–13$129K$110K
Land, buildings, equipmentLn 10c$520K$600K
Total assetsLn 16$791K$945K
LiabilitiesLn 26$113K$107K
Net assetsLn 32$678K$838K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$95K$66K$28K
Other salaries and wagesLn 7$43K$27K$15K
Payroll taxesLn 10$9K$8K$1K
Legal feesLn 11b$6K$6K
Accounting feesLn 11c$6K$6K
Investment management feesLn 11f$2K$2K
Office expensesLn 13$4K$101$4K
OccupancyLn 16$38K$35K$4K
TravelLn 17$3K$3K
Conferences, conventions and meetingsLn 19$524$524
InterestLn 20$7K$7K
Depreciation, depletion and amortizationLn 22$21K$19K$2K
InsuranceLn 23$3K$3K
Other expenses (24a–d)Ln 24$49K$48K$457
Total functional expensesLn 25$285K$206K$79K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $400K$334K$65K$1.1M 990 PDF
FY2024 $272K$260K$12K$983K 990 PDF
FY2023 $380K$258K$122K$961K 990 PDF
FY2022 Viewing $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 FY2022 990 (6 parts)
Part I · Summary $467,095 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $22,033$1,571
I-9 Program service revenuePrior year $212,382$448,360
I-10 Investment incomePrior year $2,842$5,085
I-11 Other revenuePrior year $14,469$12,079
I-12 Total revenuePrior year $251,726$467,095
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $133,051$146,493
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $92,289$138,443
I-18 Total expensesPrior year $225,340$284,936
I-19 Revenue less expensesPrior year $26,386$182,159
Part VI · Governance 2 of 3 board members independent, 3 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members2
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $467,095 across 8 lines filed
Lines not itemized here account for $645 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$1,571
VIII-1h Total contributions, gifts and grants$1,571
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $448,360$448,360
VIII-3 Investment incomeExcluded from tax $2,884$2,884
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 $2,201$2,201
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $634$634
VIII-12 Total revenueRelated to mission $449,639 · Excluded from tax $15,885$467,095
Part IX · Statement of functional expenses $284,936 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $66,304 · Management $28,416$94,720
IX-7 Other salaries and wagesPrograms $27,200 · Management $15,470$42,670
IX-10 Payroll taxesPrograms $7,650 · Management $1,453$9,103
IX-11b Legal feesManagement $6,194$6,194
IX-11c Accounting feesManagement $5,951$5,951
IX-11f Investment management feesManagement $1,580$1,580
IX-13 Office expensesPrograms $101 · Management $4,006$4,107
IX-16 OccupancyPrograms $34,597 · Management $3,713$38,310
IX-17 TravelPrograms $2,724$2,724
IX-19 Conferences, conventions and meetingsPrograms $524$524
IX-20 InterestManagement $6,641$6,641
IX-22 Depreciation, depletion and amortizationPrograms $18,921 · Management $2,030$20,951
IX-23 InsuranceManagement $2,845$2,845
IX-24 Other expenses (24a–d)Programs $48,159 · Management $457$48,616
IX-25 Total functional expensesPrograms $206,180 · Management $78,756 · Fundraising $0$284,936
Part X · Balance sheet $945,012 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $24,747$63,980
X-2 Savings and temporary cash investmentsStart of year $117,671$169,209
X-10c Land, buildings and equipment, netStart of year $519,812$599,861
X-11 Publicly traded securitiesStart of year $129,005$109,982
X-15 Other assets$1,980
X-16 Total assetsStart of year $791,235$945,012
X-26 Total liabilitiesStart of year $113,435$107,350
X-32 Total net assets or fund balancesStart of year $677,800$837,662
X-33 Total liabilities and net assetsStart of year $791,235$945,012
Part XI · Reconciliation of net assets $837,662 net assets at year end
XI-1 Total revenue$467,095
XI-2 Total expenses$284,936
XI-3 Revenue less expenses$182,159
XI-4 Net assets at start of year$677,800
XI-5 Net unrealized gains (losses) on investments−$22,297
XI-10 Net assets at end of year$837,662

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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