National Elevator Industry Educational Program FY2022 filing

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To deliver world-class education, training, and safety awareness to Elevator constructors, maintaining our position as the most highly-skilled labor force in the conveyance Industry.

501(c)(3) charity; gifts are tax-deductible.
84¢ of each $1 spent went to programs.
$1.5M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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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
4 of 5
filings with a surplus
Average surplus $2.9M a year · 7% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
84%
of spending
Looks good: 84% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.5M
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Plus $118.3M in investments, Pt X · Ln 11–13
Fine: 2.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$8.8M
5% of total assets
Looks good: liabilities are 5% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$36.6M
-3% vs prior year
Spent
$35.0M
To programs
84%
Net assets
$162.7M
By yearFY2021–FY2025
Revenue
$36.6M
FY2022▼ -3%
Tap a bar for its year
Revenue by fiscal year
FY2021$37.8M
FY2022$36.6M
FY2023$36.7M
FY2024$43.8M
FY2025$50.2M
Expenses
$35.0M
FY2022▲ +41%
Tap a bar for its year
Expenses by fiscal year
FY2021$24.7M
FY2022$35.0M
FY2023$40.1M
FY2024$43.6M
FY2025$47.3M
Net assets
$162.7M
FY2022▼ -9%
Tap a bar for its year
Net assets by fiscal year
FY2021$178.6M
FY2022$162.7M
FY2023$163.9M
FY2024$166.9M
FY2025$171.7M

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · 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 Oct 1968.

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

Where the money goes

84 cents of each dollar spent went to programs.

Program services 84% · $29.5M Management & general 16% · $5.5M

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

19 people listed on the 990; $1.5M 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
National Executive Director
$318,778Pt VII · Sec A
National Assistant Director
$253,136Pt VII · Sec A
Department Head of Development
$195,382Pt VII · Sec A
Area Coordinator
$191,133Pt VII · Sec A
Area Coordinator
$188,304Pt VII · Sec A
Area Coordinator
$172,300Pt VII · Sec A
Assistant Executive Director
$166,971Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
John J O'Donnell—$217,500$251,129$318,778$325,055
David T Morgan$321,548$303,603———
Leo T Breindel——$48,553$253,136$262,748
John J Caughey$255,327$244,850$215,526$166,971$165,551
Edward L Christensen JR$220,403$205,430———
Joel M Roberts$212,612$204,305$197,402——
Lester E White$210,948$202,415$200,299$195,382$190,371
Philip J Ducatelli$209,779————

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.

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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 elevator constructors in world-class education, safety, and skills.

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Provided by the organization

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1 program · $29.5M · in their own filed words · FY2021
01

Education and training programs were provided to elevator constructor mechanics, assistant mechanics, helpers, and apprentices through employer contributions to a trust fund, aptitude test receipts, and reimbursements for educational materials.

$29.5Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$36.6M
Ln 12
Fees for servicesLn 2g$32.4M
Investment incomeLn 3$4.3M
Gifts and grantsLn 1h$8K
Money outPt IX
$35.0M
Ln 25
Programscol B$29.5M
Managementcol C$5.5M
Owns and owesPt X
$162.7M
net assets · Ln 32
Cash and savingsLn 1–2$7.0M
Total assetsLn 16$171.4M
LiabilitiesLn 26$8.8M
PeoplePt VI, VII
19
listed · VII A
PaidVII A7
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$8K
Fees for servicesLn 2g$32.4M
Investment incomeLn 3$4.3M
Other incomeLn 4–11$771
Gains on assetsLn 7$2.0M
Total revenueLn 12$36.6M
Assets in detailPt X, end of year
CashLn 1$305K
SavingsLn 2$6.7M
Cash and savings togetherLn 1–2$7.0M
InvestmentsLn 11–13$118.3M
Land, buildings, equipmentLn 10c$38.4M
Other assetsLn 15$157K
Total assetsLn 16$171.4M
LiabilitiesLn 26$8.8M
Net assetsLn 32$162.7M
OperationsPt I, VI
EmployeesI 5871
VolunteersI 6530
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 FY22End FY22
Cash and savingsLn 1–2$9.8M$7.0M
InvestmentsLn 11–13$131.9M$118.3M
Land, buildings, equipmentLn 10c$40.3M$38.4M
Total assetsLn 16$187.7M$171.4M
LiabilitiesLn 26$9.1M$8.8M
Net assetsLn 32$178.6M$162.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$672K$672K
Other salaries and wagesLn 7$15.0M$13.8M$1.1M
Pension plan contributionsLn 8$2.2M$1.8M$460K
Other employee benefitsLn 9$1.8M$1.4M$375K
Payroll taxesLn 10$1.1M$1.0M$127K
Legal feesLn 11b$16K$16K
Accounting feesLn 11c$219K$219K
Investment management feesLn 11f$140K$140K
Other fees for servicesLn 11g$803K$609K$194K
Office expensesLn 13$1.1M$919K$214K
OccupancyLn 16$4.7M$4.3M$396K
TravelLn 17$1.3M$1.3M$69K
Conferences, conventions and meetingsLn 19$282K$256K$26K
InterestLn 20$3K$356$3K
Depreciation, depletion and amortizationLn 22$3.6M$2.7M$942K
InsuranceLn 23$405K$405K
Other expenses (24a–d)Ln 24$1.4M$1.4M$2K
All other expensesLn 24e$136K$37K$99K
Total functional expensesLn 25$35.0M$29.5M$5.5M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $50.2M$47.3M$2.9M$171.7M 990 PDF
FY2024 $43.8M$43.6M$167K$166.9M 990 PDF
FY2023 $36.7M$40.1M−$3.4M$163.9M 990 PDF
FY2022 Viewing $36.6M$35.0M$1.7M$162.7M 990 PDF
FY2021 $37.8M$24.7M$13.1M$178.6M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $36,648,824 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,618$8,067
I-9 Program service revenuePrior year $31,873,583$32,367,614
I-10 Investment incomePrior year $5,919,491$4,272,372
I-11 Other revenuePrior year $24,040$771
I-12 Total revenuePrior year $37,822,732$36,648,824
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $13,663,125$20,798,553
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $11,086,733$14,188,293
I-18 Total expensesPrior year $24,749,858$34,986,846
I-19 Revenue less expensesPrior year $13,072,874$1,661,978
Part VI · Governance 10 of 10 board members independent, 4 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $36,648,824 across 8 lines filed
VIII-1f All other contributions, gifts and grants$8,067
VIII-1h Total contributions, gifts and grants$8,067
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $32,367,614$32,367,614
VIII-3 Investment incomeExcluded from tax $2,258,412$2,258,412
VIII-6 Net rental income or lossExcluded from tax $8,800$8,800
VIII-7 Net gain or loss on sales of assetsExcluded from tax $2,013,960$2,013,960
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax −$8,029−$8,029
VIII-12 Total revenueRelated to mission $32,367,614 · Unrelated business $0 · Excluded from tax $4,273,143$36,648,824
Part IX · Statement of functional expenses $34,986,846 across 18 lines filed
IX-5 Pay of current officers, directors and key staffManagement $671,549$671,549
IX-7 Other salaries and wagesPrograms $13,830,805 · Management $1,123,390$14,954,195
IX-8 Pension plan contributionsPrograms $1,778,420 · Management $460,012$2,238,432
IX-9 Other employee benefitsPrograms $1,409,781 · Management $375,163$1,784,944
IX-10 Payroll taxesPrograms $1,022,079 · Management $127,354$1,149,433
IX-11b Legal feesManagement $16,232$16,232
IX-11c Accounting feesManagement $219,036$219,036
IX-11f Investment management feesManagement $139,979$139,979
IX-11g Other fees for servicesPrograms $609,356 · Management $193,641$802,997
IX-13 Office expensesPrograms $918,994 · Management $214,490$1,133,484
IX-16 OccupancyPrograms $4,339,151 · Management $395,575$4,734,726
IX-17 TravelPrograms $1,265,760 · Management $69,084$1,334,844
IX-19 Conferences, conventions and meetingsPrograms $256,048 · Management $26,388$282,436
IX-20 InterestPrograms $356 · Management $2,795$3,151
IX-22 Depreciation, depletion and amortizationPrograms $2,682,537 · Management $941,537$3,624,074
IX-23 InsuranceManagement $405,297$405,297
IX-24 Other expenses (24a–d)Programs $1,354,317 · Management $2,012$1,356,329
IX-24e All other expensesPrograms $36,913 · Management $98,795$135,708
IX-25 Total functional expensesPrograms $29,504,517 · Management $5,482,329 · Fundraising $0$34,986,846
Part X · Balance sheet $171,436,015 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $439,312$304,957
X-2 Savings and temporary cash investmentsStart of year $9,329,575$6,671,310
X-4 Accounts receivableStart of year $4,713,358$6,502,000
X-9 Prepaid expenses and deferred chargesStart of year $632,767$1,040,108
X-10c Land, buildings and equipment, netStart of year $40,302,379$38,415,550
X-11 Publicly traded securitiesStart of year $94,050,285$81,054,381
X-12 Other securitiesStart of year $37,854,527$37,291,052
X-15 Other assetsStart of year $390,156$156,657
X-16 Total assetsStart of year $187,712,359$171,436,015
X-17 Accounts payable and accrued expensesStart of year $6,711,463$7,841,862
X-26 Total liabilitiesStart of year $9,116,066$8,755,232
X-27 Net assets without donor restrictionsStart of year $178,596,293$162,680,783
X-32 Total net assets or fund balancesStart of year $178,596,293$162,680,783
X-33 Total liabilities and net assetsStart of year $187,712,359$171,436,015
Part XI · Reconciliation of net assets $162,680,783 net assets at year end
XI-1 Total revenue$36,648,824
XI-2 Total expenses$34,986,846
XI-3 Revenue less expenses$1,661,978
XI-4 Net assets at start of year$178,596,293
XI-5 Net unrealized gains (losses) on investments−$17,577,488
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$162,680,783

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

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