Edison Welding Institute Inc in Columbus, Ohio (OH)

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Edison Welding Institute Inc
Employer Identification Number (EIN)311119893
Name of OrganizationEdison Welding Institute Inc
In Care of NameJames Tighe
Address1250 Arthur E Adams Dr, Columbus, OH 43221-3585
ActivitiesContact or sponsored scientific research for industry, Scientific research for government
SubsectionCharitable Organization
Ruling Date04/1985
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2013
Assets$10,000,000 to $49,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$19,868,367
Amount of Income$23,433,153
Form 990 Revenue Amount$23,433,153
National Taxonomy of Exempt Entities (NTEE)Employment, Job-Related: Vocational Training


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Amount of income in 2013: $23,433,153
This organization: 

 $23,433,153
Other organizations performing similar types of work: 

 $1,817,828

Assets in 2013: $19,868,367
This organization: 

 $19,868,367
Other organizations performing similar types of work: 

 $1,666,251

Expenses in 2013: $23,147,493
Edison Welding Institute Inc: 

 $23,147,493
Other organizations performing similar types of work: 

 $1,731,649

Income to expenses ratio in 2013: 1.0
This organization: 

 1.0
Other organizations performing similar types of work: 

 1.1

Expenses allocated to program services in 2007: 68.8%
Edison Welding Institute Inc: 

 68.8%
Other organizations performing similar types of work: 

 0.0%

Number of employees in 2013: 153
This organization: 

 153
Other organizations performing similar types of work: 

 24

Employees paid over $100,000 in 2013: 48.4%
Edison Welding Institute Inc: 

 48.4%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 9.7%
Edison Welding Institute Inc: 

 9.7%
Other organizations performing similar types of work: 

 8.6%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?YesYes
Is the organization required to complete Schedule B, Schedule of Contributors?NoNo
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?YesYes
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNo
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?YesYes
Did the organization obtain separate, independent audited financial statements for the tax year?NoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?YesYes
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?YesYes
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?YesYes
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 10966867
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?YesYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return153153
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?YesYesYes
Has it filed a Form 990-T for this year?YesYes
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?NoNo
Did the organization notify the donor of the value of the goods or services provided?NoNo
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$2,826,506$1,914,383
Total reportable compensation from related organizations$0$2,250
Total estimated amount of other compensation from the organization and related organizations$380,442$225,422
Total number of individuals who received more than $100,000 of reportable compensation from the organization5157
Total number of independent contractors who received more than $100,000 of compensation from the organization1717
Statement of Revenue
201120122013
Total revenue$29,617,950$27,417,134$23,433,153
Contributions, Gifts, Grants and Other Similar Amounts$2,282,132$2,384,808$2,276,790
Program Service Revenue$26,733,426$24,568,285$20,381,810
541300$24,551,538$20,375,318
900099$16,747$6,492
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$18,204$17,224$9,201
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$493,645$464,670$440,210
Gross rents (Real / Personal)$493,645 / $0$464,670 / $0$440,210 / $0
Less: rental expenses (Real / Personal)$0 / $0$0 / $0$0 / $0
Rental income or (loss) (Real / Personal)$493,645 / $0$464,670 / $0$440,210 / $0
Net gain/loss from sales of assets other than inventory$0$-45,825$74,920
Gross amount from sales of assets other than inventory (Securities / Other)$0 / $0$0 / $0$0 / $74,920
Less: cost or other basis and sales expenses (Securities / Other)$0 / $0$0 / $45,825$0 / $0
Gain or (loss) (Securities / Other)$0 / $0$0 / $-45,825$0 / $74,920
Net income/loss from fundraising events$0$0$0
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$0$0$0
Miscellaneous Revenue$90,543$27,972$250,222
900099$112,451$246,825
900003$-84,479$3,397
All other revenue$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$29,091,482$25,934,830$23,147,493
Grants and other assistance to domestic organizations and domestic governments$0$0
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$1,071,023$1,739,999$2,110,219
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$12,235,476$10,971,215$9,440,191
Pension plan accruals and contributions$682,306$583,035
Other employee benefits$1,106,960$982,368
Payroll taxes$870,412$847,099$788,672
Fees for services (non-employees)
Management$0$0
Legal$162,165$245,756
Accounting$77,775$105,000
Lobbying$108,000$13,700
Professional fundraising services$0$0$0
Investment management fees$0$0
Other$2,130,392$211,755
Advertising and promotion$90,724$33,856
Office expenses$376,983$430,694
Information technology$714,989$650,871
Royalties$66,378$12,054
Occupancy$406,429$445,203
Travel$490,012$501,584
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$88,945$103,484
Interest$96,537$90,073
Payments to affiliates$0$0
Depreciation, depletion, and amortization$694,740$671,260
Insurance$245,127$226,238
Other expenses$3,552,029$4,301,576
Other expenses$668,452$744,138
Other expenses$203,788$120,297
Other expenses$120,710$95,649
Other expenses$293,076$239,820
Balance Sheet
201120122013
Total assets$19,367,043$18,813,774$19,868,367
Cash - non-interest-bearing$50$50
Savings and temporary cash investments$5,062,784$3,683,677
Pledges and grants receivable, net$0$0
Accounts receivable, net$5,149,843$6,355,654
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$33,573$398,394
Inventories for sale or use$0$0
Prepaid expenses and deferred charges$288,398$389,759
Land, buildings, and equipment: cost or other basis$7,214,861$7,843,852
Investments - publicly traded securities$0$0
Investments - other securities$500,000$500,000
Investments - program-related$0$0
Intangible assets$0$0
Other assets$564,265$696,981
Total liabilities$7,980,395$5,947,430$6,686,958
Accounts payable and accrued expenses$2,095,264$2,270,563
Grants payable$0$0
Deferred revenue$1,665,990$2,212,381
Tax-exempt bond liabilities$0$0$0
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$2,701,594$1,981,169$2,070,744
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$205,007$133,270
Total net assets or fund balances$11,386,648$12,866,344$13,181,409
Unrestricted net assets$12,866,344$13,181,409
Temporarily restricted net assets$0$0
Permanently restricted net assets$0$0
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
2009 - 2013 Total
Public Support$11,332,172
Subtotal Support$11,332,172
Gifts, grants, contributions, and membership fees received$11,332,172
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support$0
Total Support$14,599,143
Public Support$11,332,172
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$2,455,691
Net income from unrelated business activities, whether or not the business is regularly carried on$273,700
Other income. Do not include gain or loss from the sale of capital assets$537,580
Gross receipts from related activities, etc.$0
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$19,887,120$22,325,320$24,301,571$24,943,176$27,602,173$28,375,982$26,847,137$26,250,783
Contributions, gifts, grants, and similar amounts received$2,719,794$1,977,506$1,845,271$131,331$131,336$131,336$131,336$131,336
Contributions to donor advised funds$0$0
Direct public support$0$0$0$0$0$0$0$0
Indirect public support$0$0$0$131,331$131,336$131,336$131,336$131,336
Government contributions (grants)$2,719,794$1,977,506$1,845,271$0$0$0$0$0
Program service revenue including government fees and contracts$13,224,576$17,027,349$18,629,085$20,895,305$23,357,819$23,954,718$22,310,839$22,137,271
Membership dues and assessments$3,523,907$2,979,913$3,484,092$3,230,489$3,262,127$3,260,809$3,035,074$2,651,330
Interest on savings and temporary cash investments$7,429$4,114$5,882$2,020$20,352$46,093$38,326$29,134
Dividends and interest from securities$0$0$0$0$0$0$0$0
Net rental income or (loss)$410,542$336,438$337,241$329,085$347,389$409,200$564,054$562,520
Gross rents$410,542$336,438$337,241$329,085$347,389$409,200$564,054$562,520
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$0$0$0$221,259$501,963$526,063$692,075$626,565
Gain or (loss) from sales of assets other than inventory$0$0$0$0$-73,880$-21,180$-6,012$39,513
Gross amount from sales of assets other than inventory$0$0$0$0$36,300$0$0$40,000
Less: cost or other basis and sales expenses$0$0$0$0$110,180$21,180$6,012$487
Net income or (loss) from special events and activities$0$0$0$0$0$0$0$0
Gross revenue$0$0$0$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0$0$0$0
Gross profit or (loss) from sales of inventory$872$0$0$0$0$0$0$0
Gross sales of inventory, less returns and allowances$912$0$0$0$0$0$0$0
Less: cost of goods sold$40$0$0$0$0$0$0$0
Other revenue$0$0$0$133,687$55,067$68,943$81,445$73,114
Total expenses$19,715,465$20,484,501$23,047,837$24,319,490$27,022,555$26,813,438$26,075,439$25,146,132
Program services$15,167,561$16,055,148$17,114,934$17,430,392$19,486,820$18,828,878$19,994,730$17,293,753
Management and general$4,547,904$4,429,353$5,932,903$6,889,098$7,535,735$7,984,560$6,080,709$7,852,379
Fundraising$0$0$0$0$0$0$0$0
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$3,502,141$5,342,960$6,596,694$6,920,381$7,503,341$9,375,626$10,105,311$10,640,818
Excess or (deficit) for the year$171,655$1,840,819$1,253,734$623,686$579,618$1,562,544$771,698$1,104,651
Net assets or fund balances at beginning of year$3,330,486$3,502,141$5,342,960$6,596,694$6,920,381$7,503,341$9,375,626$10,105,311
Other changes in net assets or fund balances$0$0$0$-299,999$3,342$309,741$-42,013$-569,144
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$25,146,132$17,293,753$7,852,379$0
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$1,007,468$769,747$237,721$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$11,083,423$8,580,956$2,502,467$0
Pension plan contributions not included above$627,486$0$627,486$0
Employee benefits not included above$1,083,992$789,057$294,935$0
Payroll taxes$771,802$0$771,802$0
Professional fundraising fees$0$0$0$0
Accounting fees$116,735$0$116,735$0
Legal fees$230,015$34,700$195,315$0
Supplies$300,917$265,451$35,466$0
Telephone$114,219$40,081$74,138$0
Postage and shipping$36,189$17,774$18,415$0
Occupancy$412,876$0$412,876$0
Equipment rental and maintenance$515,026$441,411$73,615$0
Printing and publications$101,870$2,085$99,785$0
Travel$393,727$370,729$22,998$0
Conferences, conventions, and meetings$161,268$107,431$53,837$0
Interest$274,025$0$274,025$0
Depreciation, depletion, etc.$1,146,899$928,560$218,339$0
Other expenses not covered above$6,768,195$4,945,771$1,822,424$0
Balance Sheets
20002001200220032004200520062007
Total assets$15,507,332$18,122,427$16,987,795$18,015,908$19,507,338$22,245,862$20,924,887$22,379,878
Cash - non-interest-bearing$600$50$51$350$350$50$50$50
Savings and temporary cash investments$115,270$0$18,680$1,486,180$2,254,650$2,691,494$2,138,426$2,244,708
Accounts receivable less allowance for doubtful accounts$4,183,001$7,087,706$5,636,749$5,778,537$6,935,904$7,075,773$6,205,368$5,389,918
Pledges receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$1,004$0$417$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$12,238$18,952$15,405$23,748$10,383
Inventories for sale or use$0$0$0$0$0$0$0$0
Prepaid expenses and deferred charges$26,893$26,108$147,914$143,523$184,137$287,667$456,811$436,773
Investments - publicly-traded securities$0$0
Investments - other securities$0$0$0$0$0$0$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Investments - other$0$0$0$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$11,082,005$10,899,788$10,929,380$10,254,099$9,781,223$10,174,675$9,905,125$9,445,046
Other assets, including program-related investments$99,563$108,775$255,021$339,977$332,122$2,000,381$2,195,359$4,853,000
Total liabilities$12,005,191$12,779,467$10,391,101$11,095,527$12,003,997$12,870,236$10,819,576$11,739,060
Accounts payable and accrued expenses$1,353,122$2,074,587$1,550,555$2,380,739$3,405,596$4,086,092$2,846,230$2,743,036
Grants payable$0$0$0$0$0$393,998$262,662$131,326
Deferred revenue$3,145,283$3,187,503$2,460,393$2,746,842$2,913,196$3,487,002$2,773,040$1,710,878
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$5,431,162$5,098,692$4,738,403$4,395,000$3,985,000
Mortgages and other notes payable$7,506,786$7,130,940$6,380,153$221,971$184,174$78,350$134,028$77,599
Other liabilities$0$386,437$0$314,813$402,339$86,391$408,616$3,091,221
Total liabilities and net assets/fund balances$15,507,332$18,122,427$16,987,795$18,015,908$19,507,338$22,245,862$20,924,887$22,379,878
Total net assets or fund balances$3,502,141$5,342,960$6,596,694$6,920,381$7,503,341$9,375,626$10,105,311$10,640,818
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$19,887,120$22,325,320$24,301,571$24,943,176$27,602,173$28,375,982$26,847,137$26,250,783
Total revenue, gains, and other support per audited financial statements$19,887,160$22,325,320$24,301,571$27,237,736$30,938,870$32,308,533$32,817,876$25,899,588
Other expenses$0$0$0$2,515,819$3,764,780$4,437,434$6,656,802$314,883
Net unrealized gains on investments$0$0$0$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$0$0$0$2,515,819$3,764,780$4,437,434$6,656,802$314,883
Other revenue$-40$0$0$221,259$428,083$504,883$686,063$666,078
Investment expenses$0$0$0$0$0$0$0$0
Other$-40$0$0$221,259$428,083$504,883$686,063$666,078
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$19,715,465$20,484,501$23,047,837$24,319,490$27,022,555$26,813,438$26,075,439$25,146,132
Total expenses and losses per audited financial statements$19,715,505$20,484,501$23,047,837$26,101,560$30,355,910$30,472,248$31,488,082$25,141,011
Other revenue$40$0$0$1,782,070$3,333,355$3,658,810$5,547,829$176,479
Donated services and use of facilities$0$0$0$0$0$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$40$0$0$1,782,070$3,333,355$3,658,810$5,547,829$176,479
Other expenses$0$0$0$0$0$0$135,186$181,600
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$135,186$181,600
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
47$284,880$23,193$0
45$146,197$16,847$0
47$212,100$20,814$0
46$140,004$11,211$0
52$140,004$12,218$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings9
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?Yes
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 2006143
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$6,060,059$141,761$19,917,627
Program service revenue
Program service revenue 1Architectural, engineering, and related services$5,433,49400$0$16,680,181
Program service revenue 2000000$000$0$23,596
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$2,651,330
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$29,134$0
Dividends and interest from securities000000$000$0$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$562,520
Net rental income or (loss) from personal property000000$000$0$0
Other investment incomeOther financial vehicles$626,56500$0$0
Gain or (loss) from sales of assets other than inventory000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$39,513$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$73,114$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
20006834455%$314,883$4,537,122
200068344100%$4,965$27,505
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$162,019$17,255$0
$151,811$16,719$0
$145,338$16,700$0
$147,236$11,062$0
$135,451$15,686$0
Total number of other employees paid over $50,000105
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$174,216
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that receives a substantial part of its support from a governmental unit or from the general public
Support Schedule
19992000200120022003200420052006
Total$7,027,675$6,805,141$5,292,686$5,693,622$4,208,510$4,427,679$4,444,146$4,732,219
Gifts, grants, and contributions received$2,940,110$2,719,794$1,977,505$1,845,271$131,331$131,336$131,336$131,336
Membership fees received$3,661,186$3,523,907$2,979,913$3,484,092$3,230,489$3,262,127$3,260,809$3,224,983
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$820$912$0$0$0$0$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$430,407$417,971$340,553$343,123$331,105$367,741$456,995$602,380
Net income from unrelated business activities not included above$-4,848$142,557$-5,285$21,136$381,898$594,878$526,063$692,075
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$0$0$0$0$133,687$71,597$68,943$81,445
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$25,146,132
Total lobbying expenditures$174,216
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$174,216
Other exempt purpose expenditures$24,971,916
Lobbying nontaxable amount$1,000,000
Grassroots nontaxable amount$250,000
Unrelated Trade or Business Income (for 2008)
IncomeExpensesNet
Total$6,060,059$0$6,060,059
Gross receipts or sales less returns and allowances$5,433,494$0$0
Cost of goods sold$0$0$0
Gross profit$5,433,494$0$5,433,494
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$626,565$22$626,565
Rent income$0$0$0
Unrelated debt-financed income$0$0$0
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2008)
Total deductions$5,422,486
Compensation of officers, directors, and trustees$0
Salaries and wages$1,999,553
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$531,527
Excess exempt expenses$0
Excess readership costs$0
Other deductions$2,891,406
Unrelated business taxable income$636,573
Unrelated business taxable income before net operating loss deduction$637,573
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$637,573
Specific deduction$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Edison Welding Institute Inc1250 Arthur E Adams Dr, Columbus, OH 43221-3585OH1985-04$23,433,153
2The Electrical Trades Center947 Goodale Blvd, Columbus, OH 43212-3824OH2000-10$1,770,945
3Carpenters And Millwrights Training And Educational Trust Fund361 Breaden Dr, Monroe, OH 45050-1428OH2003-08$1,614,359
4Newark Electrical Joint Apprenticeship And Training Trust5805 Frazeysburg Rd, Nashport, OH 43830-9705OH1992-12$251,988
5Rural Capital Area Workforce Development Board Inc2701 Gattis School Bldg B 101, Round Rock, TX 78664-3820TX1988-08$22,694,761
6Worksystems Inc1618 Sw First Ave Suite 450, Portland, OR 97201-5716OR1985-02$16,726,024
7Training & Development Corporation118 School St, Bucksport, ME 04416-4144ME1982-03$14,267,173
8Texas Educational Foundation IncPO BOX 1108, San Marcos, TX 78667-1108TX1965-02$10,731,537
9Workforce Dev Bd Of The Tres Coast584 Nw University Blvd Ste 100, Port St Lucie, FL 34986-2267FL1988-11$9,321,407
10Tehama County Opportunity Center Inc1040 Washington St, Red Bluff, CA 96080-2747CA1968-03$8,801,824
11Suncoast Workforce Board Inc1112 Manatee Ave E, Bradenton, FL 34208-2152FL1984-05$8,431,433
12Uaw-Labor Employment And Training Corporation11010 Artesia Blvd, Cerritos, CA 90703-2551CA1985-07$7,720,716
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14Workforce Resource Inc401 Technology Drive East No 100, Menomonie, WI 54751-2393WI1984-07$6,591,803
15Ground Level Solutions Inc4236 E Broad Street, Columbus, OH 43213-1279OH1985-02$5,971,284
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17South Coast Business Employment CorporationPO BOX 1118, Coos Bay, OR 97420-0245OR1984-07$3,573,306
18Greater Cleveland Pipefitting Industry Training FundIndustry Training Fund- 6305 Halle, Cleveland, OH 44125OH1971-12$1,658,959
19Akron Machining Institute IncPO BOX 1044, Norton, OH 44203-9444OH1992-02$877,041
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Number of organizations performing similar types of work
Alaska6
Alabama2
Arkansas3
Arizona3
California38
Colorado3
Connecticut3
District of Columbia6
Delaware1
Florida12
Georgia5
Hawaii5
Iowa2
Illinois14
Indiana6
Kansas1
Kentucky1
Louisiana2
Massachusetts9
Maryland3
Maine2
Michigan11
Minnesota3
Missouri10
Mississippi1
Montana2
North Carolina2
Nebraska1
New Jersey5
New Mexico1
Nevada4
New York17
Ohio8
Oklahoma3
Oregon12
Pennsylvania13
Rhode Island1
Tennessee1
Texas10
Utah1
Virginia5
Washington7
Wisconsin7
West Virginia2
International1
Total255

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