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Labor Management Cooperation Tr FY2021 filing

Not tax-deductible

Pewaukee, WI501(c)(5)EmploymentEIN 36-4656562Revenue $66K in FY2021

On file with the IRSPo Box 160, 53072-0160 · Pewaukee, WITax-exempt since Jun 2010

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To assist workers and employers in solving problems of mutual concern not susceptible to resolution within the collective bargaining process, to improve the employment opportunities for employees, to expand the market for the construction industry, to improve communications between labor and management, and to provide workers and employers with opportunities to explore joint approaches to organization and effectiveness.

Mission: Form 990 Part I, line 1

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
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
No
Donations are not tax-deductible
Worth a look: the IRS does not list 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 $15K a year · 22% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Cash reserves
35 mo
of spending, in cash
Looks good: 34.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$6K
0.6% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 4 voting members
Looks good: 4 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
$66K
Spent
$63K
Net assets
$1.1M
By yearFY2021–FY2025
Revenue
$66K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$66K
FY2022$65K
FY2023$72K
FY2024$69K
FY2025$78K
Expenses
$63K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$63K
FY2022$43K
FY2023$44K
FY2024$39K
FY2025$85K
Net assets
$1.1M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$1.1M
FY2022$1.1M
FY2023$1.1M
FY2024$1.2M
FY2025$1.2M

From the FY2021 Form 990 (year ending May 2021) · see the original

990 PDF Claim
You’re viewing the FY2021 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 Jun 2010.

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

Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See Labor Management Cooperation Tr 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

Helps workers and employers solve problems, improve jobs, grow construction, and boost communication.

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Provided by the organization

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2 programs · in their own filed words · FY2020
01

The labor management cooperation trust of the operating engineers local 139 assumed responsibility of the administration of the substance abuse testing and assistance program (satap). This program assists workers and employers with random drug testing, wages lost due to random drug testing, and any other necessary expenses.

Pt IX · col B
02

The activity of the fund is to administer the operator wage and benefit preservation program. This program provides unpaid wages AND/OR unpaid health benefit contributions for operating engineers who performed work covered under the collective bargaining agreement with the union.

Pt IX · col B

By the numbers

The FY2021 990, line by line.

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from philanthropy.org
1The main four
Money inPt VIII
$66K
Ln 12
Fees for servicesLn 2g$52K
Investment incomeLn 3$14K
Money outPt IX
$63K
Ln 25
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$182K
Total assetsLn 16$1.1M
LiabilitiesLn 26$6K
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$52K
Investment incomeLn 3$14K
Total revenueLn 12$66K
Assets in detailPt X, end of year
CashLn 1$182K
Cash and savings togetherLn 1–2$182K
InvestmentsLn 11–13$892K
Total assetsLn 16$1.1M
LiabilitiesLn 26$6K
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderMay
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 FY21End FY21
Cash and savingsLn 1–2$217K$182K
InvestmentsLn 11–13$799K$892K
Total assetsLn 16$1.0M$1.1M
LiabilitiesLn 26$2K$6K
Net assetsLn 32$1.0M$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$33K
Management feesLn 11a$12K
Accounting feesLn 11c$6K
Advertising and promotionLn 12$8K
Office expensesLn 13$1K
InsuranceLn 23$3K
Total functional expensesLn 25$63K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $78K$85K−$7K$1.2M 990 PDF
FY2024 $69K$39K$30K$1.2M 990 PDF
FY2023 $72K$44K$27K$1.1M 990 PDF
FY2022 $65K$43K$22K$1.1M 990 PDF
FY2021 Viewing $66K$63K$4K$1.1M 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 FY2021 990 (6 parts)
Part I · Summary $66,381 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $55,685$52,050
I-10 Investment incomePrior year $17,023$14,331
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $72,708$66,381
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $19,740$32,912
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $22,396$29,831
I-18 Total expensesPrior year $42,136$62,743
I-19 Revenue less expensesPrior year $30,572$3,638
Part VI · Governance 4 of 4 board members independent, 4 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
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 $66,381 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $52,050$52,050
VIII-3 Investment incomeExcluded from tax $14,331$14,331
VIII-12 Total revenueRelated to mission $52,050 · Unrelated business $0 · Excluded from tax $14,331$66,381
Part IX · Statement of functional expenses $62,743 across 6 lines filed
IX-4 Benefits paid to or for members$32,912
IX-11a Management fees$12,000
IX-11c Accounting fees$6,000
IX-12 Advertising and promotion$7,500
IX-13 Office expenses$1,233
IX-23 Insurance$3,098
IX-25 Total functional expenses$62,743
Part X · Balance sheet $1,081,361 assets, 10 lines filed
X-1 Cash, non-interest-bearingStart of year $216,520$182,459
X-4 Accounts receivableStart of year $5,509$6,143
X-9 Prepaid expenses and deferred chargesStart of year $698$513
X-11 Publicly traded securitiesStart of year $799,208$892,246
X-16 Total assetsStart of year $1,021,935$1,081,361
X-17 Accounts payable and accrued expensesStart of year $2,210$6,044
X-26 Total liabilitiesStart of year $2,210$6,044
X-27 Net assets without donor restrictionsStart of year $1,019,725$1,075,317
X-32 Total net assets or fund balancesStart of year $1,019,725$1,075,317
X-33 Total liabilities and net assetsStart of year $1,021,935$1,081,361
Part XI · Reconciliation of net assets $1,075,317 net assets at year end
XI-1 Total revenue$66,381
XI-2 Total expenses$62,743
XI-3 Revenue less expenses$3,638
XI-4 Net assets at start of year$1,019,725
XI-5 Net unrealized gains (losses) on investments$51,954
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,075,317

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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