Nonprofit · EIN 37-6033209
LOCAL 63 EDUCATIONAL TRUST FUND
Tax-exempt · LEXINGTON, KY 40503
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $368,600 | $294,053 | $74,547 | $1,075,779 | $6,350 | $1,069,429 |
| April 30, 2024 | 990 | $348,564 | $272,503 | $76,061 | $1,001,408 | $6,526 | $994,882 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $5,000
- Program service revenue
- $345,448
- Investment income
- $7,331
- Other revenue
- $10,821
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $42,343
- Other salaries and wages
- $73,075
- Salaries, compensation and benefits (total)
- $125,305
- Professional fundraising fees
- $0
- Legal fees
- $19,902
- Accounting fees
- $8,000
- Occupancy
- $20,224
- Travel
- $8,907
- Depreciation
- $35,407
Balance sheet and other
- Total assets, start of year
- $1,001,408
- Total assets, end of year
- $1,075,779
- Total liabilities, end of year
- $6,350
- Net assets, end of year
- $1,069,429
- Land, buildings and equipment
- $218,830
- Net assets without donor restrictions
- $1,069,429
- Gross receipts
- $368,600
- Employees
- 11
- Volunteers
- 0
- Year formed
- 1980
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM SPEARS | TRAINING COORDINATOR Officer | 20 | $38,888 |
| MICHAEL BOUC | TRUSTEE Trustee or director | 1 | $5,273 |
| DON DEAKIN | TRUSTEE Trustee or director | 1 | $865 |
| QUINT KOEHL | TRUSTEE Trustee or director | 1 | $0 |
| THOMAS SMITH | TRUSTEE Trustee or director | 1 | $0 |
| SCOTT CICCIARELLI | TRUSTEE Trustee or director | 1 | $0 |
| DAVID MAROON | TRUSTEE Trustee or director | 12 | $0 |
990 for the year ended April 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOM SPEARS | TRAINING COORDINATOR Officer | 20 | $38,012 |
| MICHAEL BOUC | TRUSTEE Trustee or director | 1 | $7,904 |
| DON DEAKIN | TRUSTEE Trustee or director | 1 | $1,293 |
| QUINT KOEHL | TRUSTEE Trustee or director | 1 | $0 |
| THOMAS SMITH | TRUSTEE Trustee or director | 1 | $0 |
| SCOTT CICCIARELLI | TRUSTEE Trustee or director | 1 | $0 |
| DAVID MAROON | TRUSTEE Trustee or director | 12 | $0 |
Address and contacts
- Address (IRS master file)
- 230 LEXINGTON GREEN CIR STE 400, LEXINGTON, KY 40503-3337
- Principal officer (990 for 2024)
- DAVID MAROON JR, 116 HARVEY COURT, EAST PEORIA, IL 61611
- Signed the 990
- DAVID MAROON JR, TRUSTEE
- Phone
- (309) 699-3570
- Return prepared by
- ROMOLO & ASSOCIATES LLC
Mission
TO PROVIDE INSTRUCTION OF PROFESSIONAL TECHNIQUES AND STANDARDS TO APPRENTICE PLUMBERS THROUGH A TRAINING PROGRAM.
Program accomplishments
- TO PROVIDE INSTRUCTION OF PROFESSIONAL TECHNIQUES AND STANDARDS TO APPRENTICE PLUMBERS THROUGH A TRAINING PROGRAM.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 37-6033209
- Tax-exempt status
- 501(c)(5): Labor, agricultural or horticultural organization
- Donations deductible
- No
- Exempt since
- 1963
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,075,779
- Income (IRS master file)
- $368,600
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $368,600 | $294,053 | $1,075,779 | XML |
| 990 | April 2024 | $348,564 | $272,503 | $1,001,408 | XML |
| 990 | April 2023 | $294,672 | $293,217 | $928,515 | IRS |
| 990 | April 2022 | $249,977 | $241,711 | $943,409 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 37-6033209).
Questions about LOCAL 63 EDUCATIONAL TRUST FUND
- What is the EIN of LOCAL 63 EDUCATIONAL TRUST FUND?
- The employer identification number (EIN) of LOCAL 63 EDUCATIONAL TRUST FUND is 37-6033209.
- Is LOCAL 63 EDUCATIONAL TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 1963.
- Are donations to LOCAL 63 EDUCATIONAL TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LOCAL 63 EDUCATIONAL TRUST FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LOCAL 63 EDUCATIONAL TRUST FUND due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOCAL 63 EDUCATIONAL TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of LOCAL 63 EDUCATIONAL TRUST FUND?
- The 990 for the year ended April 30, 2025 names DAVID MAROON JR.
- Who are the officers and directors of LOCAL 63 EDUCATIONAL TRUST FUND?
- The 990 for the year ended April 30, 2025 lists 7 people; 3 received compensation from the organization, the highest $38,888 (TOM SPEARS, TRAINING COORDINATOR).
- How much revenue does LOCAL 63 EDUCATIONAL TRUST FUND have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $368,600, expenses of $294,053 and total assets of $1,075,779 at year end.
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