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Iuoe Local 369 Training Fund

Not tax-deductible

Cordova, TN501(c)(5)Employment EIN 47-4132247Revenue $1.1M in FY2024

On file with the IRSPo Box 2076, 38088-2076 · Cordova, TNTax-exempt since Apr 2017

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Train apprentices in the skills of performing duties as an operating engineer and provide highly skilled, safe, and productive heavy equipment operators and stationary/facilities engineers to the construction, pipeline, stationary and environmental industries.

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
94¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2024 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $463K a year · 64% 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
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
151 mo
of spending, in cash
Looks good: 150.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$7K
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 4 voting members
Concern: none of 4 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
+6% vs prior year
Spent
$256K
To programs
94%
Net assets
$3.3M
By yearFY2020–FY2024
Revenue
$1.1M
FY2024▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2020$389K
FY2021$430K
FY2022$710K
FY2023$1.0M
FY2024$1.1M
Expenses
$256K
FY2024▼ -18%
Tap a bar for its year
Expenses by fiscal year
FY2020$161K
FY2021$286K
FY2022$277K
FY2023$311K
FY2024$256K
Net assets
$3.3M
FY2024▲ +34%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.3M
FY2021$1.4M
FY2022$1.8M
FY2023$2.5M
FY2024$3.3M

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

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 2017.

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

Where the money goes

94 cents of each dollar spent went to programs.

Program services 94% · $241K Management & general 6% · $14K

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.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Sherri Crabtree
Union Truste
$0Pt VII · Sec A
Keith Hopper
Employer Tru
$0Pt VII · Sec A
$0Pt VII · Sec A
See Iuoe Local 369 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 15aYes

Programs and updates

Trains workers in heavy equipment operation and engineering for construction and related industries.

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Provided by the organization

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1 program · $241K · in their own filed words · FY2024
01

Train apprentices in the skills of performing duties as an operating engineer and provide highly skilled, safe, and productive heavy equipment operators and STATIONARY/FACILITIES engineers to the construction, pipeline, stationary and environmental industries.

$241Kprogram expense

By the numbers

The FY2024 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.1M
Ln 12
Fees for servicesLn 2g$1000K
Investment incomeLn 3$66K
Other incomeLn 4–11$5K
Money outPt IX
$256K
Ln 25
Programscol B$241K
Managementcol C$14K
Owns and owesPt X
$3.3M
net assets · Ln 32
Cash and savingsLn 1–2$3.2M
Total assetsLn 16$3.4M
LiabilitiesLn 26$7K
PeoplePt VI, VII
4
listed · VII A
PaidVII A0
Voting boardVI 1a4
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1000K
Investment incomeLn 3$66K
Other incomeLn 4–11$5K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$3.2M
Cash and savings togetherLn 1–2$3.2M
Land, buildings, equipmentLn 10c$145K
Total assetsLn 16$3.4M
LiabilitiesLn 26$7K
Net assetsLn 32$3.3M
OperationsPt I, VI
EmployeesI 52
Fiscal year endsHeaderDecember
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 FY24End FY24
Cash and savingsLn 1–2$2.3M$3.2M
Land, buildings, equipmentLn 10c$184K$145K
Total assetsLn 16$2.5M$3.4M
LiabilitiesLn 26$19K$7K
Net assetsLn 32$2.5M$3.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$91K$91K
Other employee benefitsLn 9$46K$46K
Payroll taxesLn 10$7K$7K
Legal feesLn 11b$3K$3K
Accounting feesLn 11c$2K$2K
Office expensesLn 13$541$541
OccupancyLn 16$33K$33K
TravelLn 17$65$65
InterestLn 20$50$50
Depreciation, depletion and amortizationLn 22$38K$38K
InsuranceLn 23$19K$19K
Other expenses (24a–d)Ln 24$14K$2K$11K
All other expensesLn 24e$1K$1K$293
Total functional expensesLn 25$256K$241K$14K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $1.1M$256K$816K$3.3M 990 PDF
FY2023 $1.0M$311K$695K$2.5M 990 PDF
FY2022 $710K$277K$433K$1.8M 990 PDF
FY2021 $430K$286K$144K$1.4M 990 PDF
FY2020 $389K$161K$228K$1.3M 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 O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $1,071,392 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $981,560$999,993
I-10 Investment incomePrior year $24,810$65,943
I-11 Other revenue$5,456
I-12 Total revenuePrior year $1,006,370$1,071,392
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $184,084$144,550
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $127,080$111,027
I-18 Total expensesPrior year $311,164$255,577
I-19 Revenue less expensesPrior year $695,206$815,815
Part VI · Governance 0 of 4 board members independent, 2 to look at
VI-1a Voting members of the governing body4
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,071,392 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $999,993$999,993
VIII-3 Investment incomeRelated to mission $65,943$65,943
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $5,456$5,456
VIII-12 Total revenueRelated to mission $1,071,392$1,071,392
Part IX · Statement of functional expenses $255,577 across 13 lines filed
IX-7 Other salaries and wagesPrograms $91,100$91,100
IX-9 Other employee benefitsPrograms $46,215$46,215
IX-10 Payroll taxesPrograms $7,235$7,235
IX-11b Legal feesPrograms $3,040$3,040
IX-11c Accounting feesManagement $1,950$1,950
IX-13 Office expensesManagement $541$541
IX-16 OccupancyPrograms $32,561$32,561
IX-17 TravelPrograms $65$65
IX-20 InterestPrograms $50$50
IX-22 Depreciation, depletion and amortizationPrograms $38,439$38,439
IX-23 InsurancePrograms $19,089$19,089
IX-24 Other expenses (24a–d)Programs $2,456 · Management $11,410$13,866
IX-24e All other expensesPrograms $1,133 · Management $293$1,426
IX-25 Total functional expensesPrograms $241,383 · Management $14,194 · Fundraising $0$255,577
Part X · Balance sheet $3,353,134 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $2,333,474$3,207,676
X-10c Land, buildings and equipment, netStart of year $183,897$145,458
X-16 Total assetsStart of year $2,517,371$3,353,134
X-25 Other liabilitiesStart of year $19,412$6,889
X-26 Total liabilitiesStart of year $19,412$6,889
X-27 Net assets without donor restrictionsStart of year $2,497,959$3,346,245
X-32 Total net assets or fund balancesStart of year $2,497,959$3,346,245
X-33 Total liabilities and net assetsStart of year $2,517,371$3,353,134
Part XI · Reconciliation of net assets $3,346,245 net assets at year end
XI-1 Total revenue$1,071,392
XI-2 Total expenses$255,577
XI-3 Revenue less expenses$815,815
XI-4 Net assets at start of year$2,497,959
XI-5 Net unrealized gains (losses) on investments$32,471
XI-10 Net assets at end of year$3,346,245

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

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