ELEVATOR INDUSTRY WORK PRESERVATION FUND: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ELEVATOR INDUSTRY WORK PRESERVATION FUND (EIN 52-2051811)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202621359349302322
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T07:45:45-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232586736 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL A WINTERS & COMPANY CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 DICKINSON DR STE 205 | AddressLine1Txt |
| City | CHADDS FORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19317 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522051811 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELEVATOR INDUSTRY WORK PRESERVATION | BusinessNameLine1Txt |
| Business Name Line2 | FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELEV | BusinessNameControlTxt |
| Phone | 8885113113 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8221 SNOWDEN RIVER PARKWAY | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21045 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | R ALLEN SPEARS | PersonNm |
| Person Title | NATIONAL DIRECTOR | PersonTitleTxt |
| Phone | 8885113113 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG D WINTERS CPA | PreparerPersonNm |
| PTIN | P00154131 | PTIN |
| Phone | 6103582000 | PhoneNum |
| Preparation | 2026-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | R ALLEN SPEARS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8221 SNOWDEN RIVER PARKWAY | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $75,923,645 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.EIWPF.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | THE FUND ADMINISTERS A LABOR-MANAGEMENT COOPERATION COMMITTEE. THE EXEMPT PURPOSE OF THIS FUND IS TO IMPROVE LABOR-MANAGEMENT RELATIONS, ECONOMIC DEVELOPMENT, AND OTHER COMMUNICATIONS BETWEEN LABOR AND MANAGEMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 35 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $59,680,706 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $74,801,713 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,373 | PYInvestmentIncomeAmt |
| CY Investment Income | $40,177 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,694,519 | PYOtherRevenueAmt |
| CY Other Revenue | $1,081,755 | CYOtherRevenueAmt |
| PY Total Revenue | $61,385,598 | PYTotalRevenueAmt |
| CY Total Revenue | $75,923,645 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,700,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,609,480 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,177,533 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,917,209 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,713,051 | PYOtherExpensesAmt |
| CY Other Expenses | $25,110,830 | CYOtherExpensesAmt |
| PY Total Expenses | $36,590,584 | PYTotalExpensesAmt |
| CY Total Expenses | $36,637,519 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $24,795,014 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $39,286,126 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $126,657,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $178,492,931 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,102,803 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,580,421 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $110,554,471 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $170,912,510 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE FUND ADMINISTERS A LABOR-MANAGEMENT COOPERATION COMMITTEE. THE EXEMPT PURPOSE OF THIS FUND IS TO IMPROVE LABOR-MANAGEMENT RELATIONS, ECONOMIC DEVELOPMENT, AND OTHER COMMUNICATIONS BETWEEN LABOR AND MANAGEMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $24,193,140 | ExpenseAmt |
| Revenue | $75,883,468 | RevenueAmt |
| Desc | THE FUND ADMINISTERS A LABOR-MANAGEMENT COOPERATION COMMITTEE. THE EXEMPT PURPOSE OF THIS FUND IS TO IMPROVE LABOR-MANAGEMENT RELATIONS, ECONOMIC DEVELOPMENT, AND OTHER COMMUNICATIONS BETWEEN LABOR AND MANAGEMENT. | Desc |
| Total Program Service Expenses | $24,193,140 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (1) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 28 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 35 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER HUNT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4103121474 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8221 SNOWDEN RIVER PARKWAY | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21045 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| FRANK J CHRISTENSEN | |||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $456,220 | $199,830 | |||
| JAMES CHAPMAN III | |||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $423,558 | $181,719 | |||
| LARRY J MCGANN | |||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $425,184 | $189,577 | |||
| JAMES K BENDER II RETIRED | |||||||||
| TRUSTEE | 1.00 | 39.00 | Yes (X) | $0 | $32,018 | $19,375 | |||
| R ALLEN SPEARS | |||||||||
| NATIONAL DIRECTOR | 60.00 | $321,833 | $0 | $97,994 | Yes (X) | ||||
| JAMES M DEMMEL | |||||||||
| ASSTANT NAT'L DIRECTOR | 50.00 | $279,935 | $0 | $87,011 | Yes (X) | ||||
| LAWRENCE L ALLEY | |||||||||
| NATIONAL COORDINATOR | 45.00 | $241,109 | $0 | $81,520 | Yes (X) | ||||
| TODD J ALBERTSON | |||||||||
| NATIONAL COORDINATOR | 45.00 | $241,109 | $0 | $81,520 | Yes (X) | ||||
| MAGGIE CLEVELAND | |||||||||
| NATIONAL COORDINATOR | 45.00 | $241,109 | $0 | $81,520 | Yes (X) | ||||
| CARISA H BARRETT | |||||||||
| NATIONAL COORDINATOR | 45.00 | $241,109 | $0 | $81,520 | Yes (X) | ||||
| MATTHEW RUSCH | |||||||||
| NATIONAL COORDINATOR | 45.00 | $241,109 | $0 | $81,520 | Yes (X) | ||||
| MICHAEL D JANCA | |||||||||
| NATIONAL COORDINATOR | 45.00 | $241,109 | $0 | $81,520 | Yes (X) | ||||
| KEVIN P SULLIVAN | |||||||||
| NATIONAL COORDINATOR | 45.00 | $241,109 | $0 | $81,520 | Yes (X) | ||||
| DAVID R HALLMARK | |||||||||
| NATIONAL COORDINATOR | 45.00 | $241,109 | $0 | $81,520 | Yes (X) | ||||
| ERIC ROGERS | |||||||||
| NATIONAL COORDINATOR | 45.00 | $252,098 | $0 | $81,520 | Yes (X) | ||||
| DONALD M WINKLE | |||||||||
| NATIONAL COORDINATOR | 45.00 | $241,109 | $0 | $81,520 | Yes (X) | ||||
| ERIC STRINGER | |||||||||
| NATIONAL COORDINATOR | 45.00 | $241,109 | $0 | $81,520 | Yes (X) | ||||
| ROBERT B PEAK | |||||||||
| NATIONAL COORDINATOR | 45.00 | $241,109 | $0 | $81,520 | Yes (X) | ||||
| VERNON D SOEDER | |||||||||
| NATIONAL COORDINATOR | 45.00 | $241,109 | $0 | $81,520 | Yes (X) | ||||
| FRED A THOMPSON | |||||||||
| NATIONAL COORDINATOR | 45.00 | $241,109 | $0 | $81,520 | Yes (X) | ||||
| KRISTI R TODD | |||||||||
| NATIONAL COORDINATOR | 45.00 | $241,109 | $0 | $81,520 | Yes (X) | ||||
| WILLIAM R DONNELL | |||||||||
| NATIONAL COORDINATOR | 45.00 | $241,109 | $0 | $81,520 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,470,501 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,336,980 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,079,826 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BUCH CONSTRUCTION INC | |||||
| 8155 WESTSIDE BLVD | FULTON | MD | 20759 | CONSTRUCTION | $1,128,647 |
| INSEGMENT | |||||
| PO BOX 95006 | NEWTON | MA | 02494 | MARKETING | $905,992 |
| INTERNATIONAL UNION OF ELEVATOR CONSTRUC | |||||
| 8221 SNOWDEN RIVER PARKWAY | COLUMBIA | MD | 21046 | RENT AND REIMB FOR PR SERIVCES | $419,864 |
| BEELMEDIA | |||||
| 1106 PARK AVE 2L | HOBOKEN | NJ | 07030 | VIDEO ASSISTANCE | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECEIPTS FROM EMPLOYERS | Desc |
| Business | 813930 | BusinessCd |
| Total Revenue Column | $74,801,713 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,801,713 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $74,801,713 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,177 | TotalRevenueColumnAmt |
| Exclusion | $40,177 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE FEE | 561000 | $1,077,165 | $1,077,165 |
| PACE CONTINUING EDUCATION FEES | 611600 | $4,590 | $4,590 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,081,755 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,923,645 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $75,883,468 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $40,177 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,609,480 | TotalAmt |
| Program Services | $1,609,480 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,063,216 | TotalAmt |
| Management And General | $6,063,216 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,364,150 | TotalAmt |
| Management And General | $2,364,150 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,877 | TotalAmt |
| Management And General | $622,877 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $454,427 | TotalAmt |
| Management And General | $454,427 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,539 | TotalAmt |
| Management And General | $412,539 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,000 | TotalAmt |
| Management And General | $33,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,370 | TotalAmt |
| Management And General | $44,370 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,748 | TotalAmt |
| Management And General | $45,748 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,285,536 | TotalAmt |
| Program Services | $1,285,536 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,840 | TotalAmt |
| Management And General | $148,840 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548 | TotalAmt |
| Management And General | $548 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,309,646 | TotalAmt |
| Management And General | $1,309,646 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $389,557 | TotalAmt |
| Management And General | $389,557 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,186 | TotalAmt |
| Management And General | $140,186 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,159 | TotalAmt |
| Management And General | $227,159 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,032 | TotalAmt |
| Management And General | $140,032 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,453 | TotalAmt |
| Management And General | $46,453 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| GRANT PROGRAMS EXPENSES | $19,639,095 | $19,639,095 |
| OTHER PROGRAMS | $1,089,559 | $1,089,559 |
| LEGISLATIVE EXPENSES | $158,132 | $158,132 |
| ASSOCIATIONS AND COMMIT | $118,186 | $118,186 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,783 | TotalAmt |
| Program Services | $293,152 | ProgramServicesAmt |
| Management And General | $1,631 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,637,519 | TotalAmt |
| Program Services | $24,193,140 | ProgramServicesAmt |
| Management And General | $12,444,379 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,019,745 | BOYAmt |
| EOY | $9,972,471 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,852,717 | BOYAmt |
| EOY | $287,475 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,147,621 | BOYAmt |
| EOY | $3,830,347 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,595 | BOYAmt |
| EOY | $47,638 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,233,581 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $722,994 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,925 | BOYAmt |
| EOY | $1,510,587 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,794,295 | BOYAmt |
| EOY | $158,754,741 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,471,376 | BOYAmt |
| EOY | $4,089,672 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,657,274 | BOYAmt |
| EOY | $178,492,931 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,962,803 | BOYAmt |
| EOY | $3,417,941 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,140,000 | BOYAmt |
| EOY | $4,162,480 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,102,803 | BOYAmt |
| EOY | $7,580,421 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,554,471 | BOYAmt |
| EOY | $170,912,510 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $110,554,471 | BOYAmt |
| EOY | $170,912,510 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,657,274 | BOYAmt |
| EOY | $178,492,931 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $39,286,126 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,585,602 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $10,486,311 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,409,487 | OtherCostOrOtherBasisAmt |
| Depreciation | $62,124 | DepreciationAmt |
| Book Value | $1,347,363 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $492,979 | OtherCostOrOtherBasisAmt |
| Depreciation | $447,369 | DepreciationAmt |
| Book Value | $45,610 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $331,115 | OtherCostOrOtherBasisAmt |
| Depreciation | $213,501 | DepreciationAmt |
| Book Value | $117,614 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,510,587 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $86,509,247 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $10,585,602 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $10,585,602 | RevenueNotReportedAmt |
| Revenue Subtotal | $75,923,645 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $75,923,645 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,637,519 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $36,637,519 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $36,637,519 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ASC TOPIC 740 - INCOME TAXES CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN, INCLUDING THE ENTITY'S STATUS AS A TAX-EXEMPT ENTITY. THE FUND HAS DETERMINED THERE IS NO IMPACT OF ASC TOPIC 740 ON ITS FINANCIAL STATEMENTS FOR THE YEARS ENDED JUNE 30, 2025 AND 2024. THE FUND IS NO LONGER SUBJECT TO FEDERAL INCOME EXAMINATION FOR THE YEARS ENDED PRIOR TO JUNE 30, 2022. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CANADA - NORTH AMERICA | 2 | 3 | SENDING AGENTS OF THE ORGANIZATION TO ATTEND AND SPEAK AT SEMINARS AND CONFERNCES | $410,000 |
| CANADA - NORTH AMERICA | 2 | 3 | INVESTMENTS | $73,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 4 | SubtotalOfficesCnt |
| Subtotal Employees | 6 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 4 | TotalOfficeCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Subtotal Spent | $483,000 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $483,000 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | QUALIFIED ELEVATOR INSPECTOR TRAINING FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8221 SNOWDEN RIVER PARKWAY | AddressLine1Txt |
| City | COLUMBIA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 207270538 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $1,609,480 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | TO ASSIST THE FUND WHICH PROVIDES EDUCATIONAL TRAINING TO ELIGIBLE ELEVATOR INSPECTORS. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FRANK J CHRISTENSEN | ||||||||||||||
| TRUSTEE | $0 | $447,563 | $0 | $0 | $0 | $8,657 | $0 | $167,819 | $0 | $32,011 | $0 | $656,050 | $0 | $0 |
| LARRY J MCGANN | ||||||||||||||
| TRUSTEE | $0 | $416,234 | $0 | $0 | $0 | $8,950 | $0 | $157,566 | $0 | $32,011 | $0 | $614,761 | $0 | $0 |
| JAMES CHAPMAN III | ||||||||||||||
| TRUSTEE | $0 | $392,221 | $0 | $0 | $0 | $31,337 | $0 | $149,708 | $0 | $32,011 | $0 | $605,277 | $0 | $0 |
| R ALLEN SPEARS | ||||||||||||||
| NATIONAL DIRECTOR | $317,933 | $0 | $0 | $0 | $3,900 | $0 | $65,898 | $0 | $32,096 | $0 | $419,827 | $0 | $0 | $0 |
| JAMES M DEMMEL | ||||||||||||||
| ASSTANT NAT'L DIRECTOR | $276,035 | $0 | $0 | $0 | $3,900 | $0 | $54,915 | $0 | $32,096 | $0 | $366,946 | $0 | $0 | $0 |
| ERIC ROGERS | ||||||||||||||
| NATIONAL COORDINATOR | $248,198 | $0 | $0 | $0 | $3,900 | $0 | $49,424 | $0 | $32,096 | $0 | $333,618 | $0 | $0 | $0 |
| LAWRENCE L ALLEY | ||||||||||||||
| NATIONAL COORDINATOR | $237,209 | $0 | $0 | $0 | $3,900 | $0 | $49,424 | $0 | $32,096 | $0 | $322,629 | $0 | $0 | $0 |
| TODD J ALBERTSON | ||||||||||||||
| NATIONAL COORDINATOR | $237,209 | $0 | $0 | $0 | $3,900 | $0 | $49,424 | $0 | $32,096 | $0 | $322,629 | $0 | $0 | $0 |
| MAGGIE CLEVELAND | ||||||||||||||
| NATIONAL COORDINATOR | $237,209 | $0 | $0 | $0 | $3,900 | $0 | $49,424 | $0 | $32,096 | $0 | $322,629 | $0 | $0 | $0 |
| CARISA H BARRETT | ||||||||||||||
| NATIONAL COORDINATOR | $237,209 | $0 | $0 | $0 | $3,900 | $0 | $49,424 | $0 | $32,096 | $0 | $322,629 | $0 | $0 | $0 |
| MATTHEW RUSCH | ||||||||||||||
| NATIONAL COORDINATOR | $237,209 | $0 | $0 | $0 | $3,900 | $0 | $49,424 | $0 | $32,096 | $0 | $322,629 | $0 | $0 | $0 |
| MICHAEL D JANCA | ||||||||||||||
| NATIONAL COORDINATOR | $237,209 | $0 | $0 | $0 | $3,900 | $0 | $49,424 | $0 | $32,096 | $0 | $322,629 | $0 | $0 | $0 |
| KEVIN P SULLIVAN | ||||||||||||||
| NATIONAL COORDINATOR | $237,209 | $0 | $0 | $0 | $3,900 | $0 | $49,424 | $0 | $32,096 | $0 | $322,629 | $0 | $0 | $0 |
| DAVID R HALLMARK | ||||||||||||||
| NATIONAL COORDINATOR | $237,209 | $0 | $0 | $0 | $3,900 | $0 | $49,424 | $0 | $32,096 | $0 | $322,629 | $0 | $0 | $0 |
| DONALD M WINKLE | ||||||||||||||
| NATIONAL COORDINATOR | $237,209 | $0 | $0 | $0 | $3,900 | $0 | $49,424 | $0 | $32,096 | $0 | $322,629 | $0 | $0 | $0 |
| ERIC STRINGER | ||||||||||||||
| NATIONAL COORDINATOR | $237,209 | $0 | $0 | $0 | $3,900 | $0 | $49,424 | $0 | $32,096 | $0 | $322,629 | $0 | $0 | $0 |
| ROBERT B PEAK | ||||||||||||||
| NATIONAL COORDINATOR | $237,209 | $0 | $0 | $0 | $3,900 | $0 | $49,424 | $0 | $32,096 | $0 | $322,629 | $0 | $0 | $0 |
| VERNON D SOEDER | ||||||||||||||
| NATIONAL COORDINATOR | $237,209 | $0 | $0 | $0 | $3,900 | $0 | $49,424 | $0 | $32,096 | $0 | $322,629 | $0 | $0 | $0 |
| FRED A THOMPSON | ||||||||||||||
| NATIONAL COORDINATOR | $237,209 | $0 | $0 | $0 | $3,900 | $0 | $49,424 | $0 | $32,096 | $0 | $322,629 | $0 | $0 | $0 |
| KRISTI R TODD | ||||||||||||||
| NATIONAL COORDINATOR | $237,209 | $0 | $0 | $0 | $3,900 | $0 | $49,424 | $0 | $32,096 | $0 | $322,629 | $0 | $0 | $0 |
| WILLIAM R DONNELL | ||||||||||||||
| NATIONAL COORDINATOR | $237,209 | $0 | $0 | $0 | $3,900 | $0 | $49,424 | $0 | $32,096 | $0 | $322,629 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE NATIONAL DIRECTOR AND THE NATIONAL COORDINATORS (ALL OF WHOM ARE LISTED IN FORM 990 PART VII) RECEIVE A WEEKLY ALLOWANCE FOR BUSINESS USE OF THEIR HOME FOR THE FUND. THIS ALLOWANCE IS REPORTED ON THEIR FORM W-2 AS TAXABLE COMPENSATION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS (IUEC) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | THE FUND SHARES TRUSTEES WITH THE IUEC | RelationshipDescriptionTxt |
| Transaction | $389,557 | TransactionAmt |
| Transaction | THE FUND PAYS RENT TO THE IUEC FOR LEASING ITS BUILDING | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | PER THE FUND'S TRUST AGREEMENT, THE IUEC (INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS) APPOINTS ALL OF THE TRUSTEES TO THE FUND. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED FIRST BY ACCOUNTING PERSONNEL FOR THE FUND. THE FORM 990 IS THEN REVIEWED AND APPROVED BY THE NATIONAL DIRECTOR AND THEN SIGNED AND FILED. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN DETERMINING THE COMPENSATION FOR THE NATIONAL DIRECTOR AND OTHER TOP MANAGEMENT OF THE ORGANIZATION, THE TRUSTEES RESEARCH THE COMPENSATION LEVELS OF THE NOT-FOR-PROFIT SECTOR AND COMPARES THE DUTIES OF THE POSITION TO THOSE OF SIMILAR ORGANIZATIONS WHILE ALSO TAKING INTO CONSIDERATION THE INDIVIDUAL'S BACKGROUND, EXPERTISE, QUALIFICATIONS, THE LOCAL AND ECONOMIC CONDITIONS AND THE AMOUNT OF TIME TO BE DEVOTED TO THE POSITION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE GENERAL PUBLIC BY REQUEST TO THE MAIN OFFICE. |
| FORM 990, PART XI, LINE 9: | TO ACCOUNT FOR PRIOR PERIOD ADJUSTMENTS. 10,486,311. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS | ||||||||||
| 7154 COLUMBIA GATEWAY DRIVE | COLUMBIA | MD | 21046 | 230725260 | INTERNATIONAL UNION | MD | 501(C)(5) | N/A | 0 | |
| IUEC OFFICERS & EMPLOYEES PENSION PLAN | ||||||||||
| 7154 COLUMBIA GATEWAY DRIVE | COLUMBIA | MD | 21046 | 230725260 | TO PROVIDE PAYMENTS FOR THE OFFICERS & EMPLOYEES PENSION PLAN | MD | 401(A) | N/A | 0 | |
| NATIONAL ELEVATOR CONSTRUCTOR POLITICAL ACTION COMMITTEE | ||||||||||
| 7154 COLUMBIA GATEWAY DRIVE | COLUMBIA | MD | 21046 | 043726515 | TO PROVIDE SUPPORT FOR POLITICAL CAMPAIGNS | MD | 527 | 0 | INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS | |
| IUEC POLITICAL ACCOUNT | ||||||||||
| 7154 COLUMBIA GATEWAY DRIVE | COLUMBIA | MD | 21046 | 455730793 | TO PROVIDE SUPPORT FOR POLITICAL CAMPAIGNS | MD | 527 | 0 | INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS | |
| IUEC REAL ESTATE LLC | ||||||||||
| 7154 COLUMBIA GATEWAY DRIVE | COLUMBIA | MD | 21045 | 522309344 | HOLDS TITLE TO REAL ESTATE | MD | 0 | INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS | ||
| IUEC LAND HOLDING LLC | ||||||||||
| 7154 COLUMBIA GATEWAY DRIVE | COLUMBIA | MD | 21046 | 872651130 | HOLD TITLE TO LAND AND BUILDING | MD | 0 | INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | K | TransactionTypeTxt |
| Involved | $389,557 | InvolvedAmt |
| Method Of Amount Determination | LEASE AGREEMENT | MethodOfAmountDeterminationTxt |