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Mechanical Contractors Development Fund INC

Not tax-deductible

Wauwatosa, WI501(c)(6)Mutual / membership EIN 39-1029703Revenue $509K in FY2024Latest return filed Oct 23, 2025

On file with the IRSWauwatosa, WITax-exempt since May 1965

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A business league/trade association that promotes the business interest of employers in milwaukee, wisconsin and the surrounding metropolitan area who are signatory to a collective bargaining agreement with certain employees represented by steamfitters local no. 601, especially with regard to labor relations.

Form 990 Part I, line 1, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 39-1029703) · Dispute this line
501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
Run by 5 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
The IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $87K a year · 20% of revenue · last 5 filings
A surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Cash reserves
5.1 mo
of spending, in cash
Plus $1.0M in investments, Pt X · Ln 11–13
5.1 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Liabilities are 0% of assets.
Pt X · Ln 26
Independent board members
4
of 4 voting members
4 of 4 voting members are independent.
Pt VI · Ln 1a–1b
In line with peersDifferent from peersFar from peersNo peer rangeNo data yetTap a box for the reason.
Revenue
$509K
+3% vs prior year
Spent
$421K
Net assets
$1.3M
By yearFY2020–FY2024
Revenue
$509K
FY2024▲ +3%
Tap a bar for its year
Revenue by fiscal year
FY2020$353K
FY2021$375K
FY2022$425K
FY2023$492K
FY2024$509K
Expenses
$421K
FY2024▲ +9%
Tap a bar for its year
Expenses by fiscal year
FY2020$297K
FY2021$281K
FY2022$333K
FY2023$386K
FY2024$421K
Net assets
$1.3M
FY2024▲ +10%
Tap a bar for its year
Net assets by fiscal year
FY2020$803K
FY2021$898K
FY2022$988K
FY2023$1.1M
FY2024$1.3M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

990 PDF Follow Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 1965.

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

Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation
Terry Leinberger
Secretary/Treasurer
$0Pt VII · Sec A
Jeff May
Director
$0Pt VII · Sec A
Matt Brennan
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Jonathan Kowalski
Administrator
$0Pt VII · Sec A
See Mechanical Contractors Development Fund INC executive salaries →

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

Advocates for employers with unionized steamfitters on labor relations and business interests.

Questions for Mechanical Contractors Development Fund INC

Tap to ask. Mechanical Contractors Development Fund INC sees how many people are interested.

Your first name shows with your question. Mechanical Contractors Development Fund INC answers here, for everyone.

3 programs · in their own filed words · FY2024
01

Mechanical Contractors Development Fund provides sponsorship of, promotion of, participation in, representation at, monitoring of, and reporting concerning meetings, conferences, and conventions, the business of which relates to the needs of Contractors engaged in the Mechanical contracting industry.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 39-1029703) · Dispute this line
Pt IX · Ln 25 · col B
02

In 2024, Mechanical Contractors Development Fund provided services to more than 79 Mechanical contracting firms. We provided promotion and sponsorship of education programs to firms engaged in the Mechanical contracting industry.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 39-1029703) · Dispute this line
Pt IX · Ln 25 · col B
03

In 2024, Mechanical Contractors Development Fund participated in and provided representation of the interests of Mechanical contracting firms regarding industry-related committees, councils, boards, and employee benefit funds.

Form 990 Part III, line 4, FY2024. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 39-1029703) · Dispute this line
Pt IX · Ln 25 · col B

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$509K
Ln 12
Fees for servicesLn 2g$465K
Investment incomeLn 3$42K
Other incomeLn 4–11$1K
Money outPt IX
$421K
Ln 25
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$180K
Total assetsLn 16$1.3M
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$465K
Investment incomeLn 3$42K
Other incomeLn 4–11$1K
Gains on assetsLn 7$1K
Total revenueLn 12$509K
Assets in detailPt X, end of year
CashLn 1$39K
SavingsLn 2$141K
Cash and savings togetherLn 1–2$180K
Accounts receivableLn 4$36K
InvestmentsLn 11–13$1.0M
Total assetsLn 16$1.3M
LiabilitiesLn 26$0
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 50
VolunteersI 65
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$327K$180K
InvestmentsLn 11–13$767K$1.0M
Total assetsLn 16$1.1M$1.3M
LiabilitiesLn 26$2K$0
Net assetsLn 32$1.1M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$414K
Investment management feesLn 11f$6K
Office expensesLn 13$772
Total functional expensesLn 25$421K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Oct 23, 2025 $509K$421K$88K$1.3M 990 PDF
FY2023Filed with the IRS Oct 1, 2024 $492K$386K$106K$1.1M 990 PDF
FY2022Filed with the IRS Sep 18, 2023 $425K$333K$92K$988K 990 PDF
FY2021Filed with the IRS Oct 12, 2022 $375K$281K$94K$898K 990 PDF
FY2020Filed with the IRS Nov 9, 2021 $353K$297K$56K$803K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2024 990
Part I · Summary $508,782 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $474,590$465,305
I-10 Investment incomePrior year $17,314$43,477
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $491,904$508,782
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 $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $385,593$420,530
I-18 Total expensesPrior year $385,593$420,530
I-19 Revenue less expensesPrior year $106,311$88,252
Part VI · Governance 4 of 4 board members independent, 1 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members4
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $508,782 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $465,305$465,305
VIII-3 Investment incomeExcluded from tax $42,104$42,104
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,373$1,373
VIII-12 Total revenueRelated to mission $465,305 · Unrelated business $0 · Excluded from tax $43,477$508,782
Part IX · Statement of functional expenses $420,530 across 3 lines filed
IX-11a Management fees$414,000
IX-11f Investment management fees$5,758
IX-13 Office expenses$772
IX-25 Total functional expenses$420,530
Part X · Balance sheet $1,250,146 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $41,266$38,678
X-2 Savings and temporary cash investmentsStart of year $285,948$141,153
X-4 Accounts receivableStart of year $40,182$36,473
X-11 Publicly traded securitiesStart of year $465,602$688,652
X-12 Other securitiesStart of year $301,297$345,190
X-16 Total assetsStart of year $1,134,295$1,250,146
X-17 Accounts payable and accrued expensesStart of year $1,626$0
X-26 Total liabilitiesStart of year $1,626$0
X-27 Net assets without donor restrictionsStart of year $1,132,669$1,250,146
X-32 Total net assets or fund balancesStart of year $1,132,669$1,250,146
X-33 Total liabilities and net assetsStart of year $1,134,295$1,250,146
Part XI · Reconciliation of net assets $1,250,146 net assets at year end
XI-1 Total revenue$508,782
XI-2 Total expenses$420,530
XI-3 Revenue less expenses$88,252
XI-4 Net assets at start of year$1,132,669
XI-5 Net unrealized gains (losses) on investments$29,225
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,250,146

Form 990 e-file FY2024 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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