2024-11-11T18:20:54-06:00 2023-12-31 910189318 MOSS ADAMS LLP 2707 COLBY AVENUE SUITE 801 EVERETT WA 98201 990 2023-01-01 831938059 MACHINISTS INSTITUTE MACH 2067640329 9125 15TH PLACE SOUTH SEATTLE WA 98108 SHANA PESCHEK EXECUTIVE DIRECTOR 2067640329 2024-11-11 1 0 EMINA O CRESSWELL CPA P01217304 4252597227 2024-11-08 2023 2024-10-15 13:58:12Z JON HOLDEN 9125 15TH PLACE SOUTH SEATTLE WA 98108 14237873 0 X WWW.MACHINISTSINSTITUTE.ORG X 2018 WA TO EMPOWER WORKERS TO BUILD A BETTER FUTURE THROUGH WORLD CLASS EDUCATION, TRAINING AND UNION RIGHTS ON THE JOB. 7 5 18 0 0 0 4891204 7837612 135878 82205 108867 255091 3090 82742 5139039 8257650 0 0 0 0 1452863 2243593 0 0 39904 1813729 2058967 3266592 4302560 1872447 3955090 11480036 12598708 8180225 5205021 3299811 7393687 X WE ENVISION A PROSPERITY FOR WORKERS ACROSS MULTIPLE INDUSTRIES THROUGH WORLD CLASS, ACCESSIBLE AND AFFORDABLE EDUCATION AND TRAINING BY PROVIDING PATHWAYS TO DEVELOP THE SKILLS NEEDED FOR IAM MEMBERS ALONG WITH THOSE IN OUR COMMUNITY IN NEED OF OPPORTUNITIES AND RIGHTS IN THE WORKPLACE. 0 0 2342702 L&I TRAINING, EDUCATION & SUPPORT:-SERVE 100 APPRENTICES PER YEAR-SERVE 100 PRE-APPRENTICES PER YEAR -SERVE 200 INCUMBENT WORKERS PER YEAR-OPEN A TRAINING CENTER IN THE SOUTH SEATTLE AREA TO PROVIDE TRAININGS FOR ALL CATEGORIES LISTED ABOVE-RESEARCH AND WORK TO OPEN A CHILDCARE SITE IN THE PUGET SOUND AREA THAT OCUSES ON HOURS FOR WORKERS THAT WORK NON-STANDARD HOURS FROM ALL TRADES AND OCCUPATIONS. -ENHANCE THE MI'S WEBSITE TO PORTRAY CURRENT EVENTS AND CLASSES-PROVIDE STUDENT SUPPORT SERVICES IN THE FORM OF TUITION, CHILDCARE, HOUSING, TRANSPORTATION AND FOOD ASSISTANCE.-PROVIDE PRE-APPRENTICESHIP TRAINING FOR ANYONE IN THE GREATER PUGET SOUND AREA.-WORKING WITH CAEL AND AREA COMMUNITY AND TECHNICAL COLLEGES BEGIN TO CREATE A MULTI-OCCUPATIONAL DEGREE PATHWAY IN WHICH APPRENTICES THAT HAVE COMPLETED 4 YEARS OF OJT CAN ACQUIRE THEIR 2 YEAR AA DEGREE THROUGH EVCC BY ENHANCING THEIR RSI INSTRUCTION TO MEET THE REQUIREMENTS OF EVCC'S BASIC DEGREE COMPLETION CLASSES I.E. COMMUNICATION, ENGLISH, AND MATH. 540624 16856 CAREER CONNECT WASHINGTON - SPOKANE:- COMPLETE REVISION OF STANDARDS AND RELATED SUPPLEMENTAL INSTRUCTION OUTLINE AND SUBMIT TO THE STATE BOARD FOR COMMUNITY AND TECHNCIAL COLLEGES AND WASHINGTON STATE APPRENTICESHIP COUNCIL FOR REGISTRATION OF THE MACHINIST OCCUPATION (OCCUPATION TO ADDRESS ADVANCED MANUFACTURING)- SUBMIT LETTER OF ENDORSEMENT FROM SPOKANE COMMUNITY COLLEGE HIGHER-EDUCATION INSTITUTION PARTNERS PROVIDING A MINIMUM OF FIVE CREDITS TOWARDS AN ACADEMIC CREDENTIAL TO PROGRAM PARTICIPANTS.- CONVENE SCHOOL DISTRICTS, BUSINESSES, LWDB'S TRAINING PROVIDERS, AND COMMUNITY-BASED ORGANIZATIONS AND CREATE SPECIFIC ROLES AND RESPONSIBILITIES FOR EACH TO IMPLEMENT STRATEGIES THAT INCREASE ACCESS FOR INDIVIDUALS WITH BARRIERS TO EMPLOYMENT. 360416 64210 PAMA:- COMMUNICATING WITH BOEING AND IAM JOINT PROGRAMS ABOUT EXPANDING APPRENTICESHIP TO ADDITIONAL OCCUPATIONS, ENHANCING CURRENT PROGRAMS, AND LAUNCHING MENTORSHIP TRAINING.- UPDATED THE EXISTING REGISTERED APPRENTICESHIP STANDARDS FROM THE GREATER PUGET SOUND AREA AUTOMOTIVE MACHINISTS APPRENTICESHIP COMMITTEE TO THE NORTHWEST MACHINISTS APPRENTICESHIP COMMITTEE.- WORKED WITH IAM W25 TO CONNECT WITH MANUFACTURING EMPLOYERS IN WOOD I.E. WEYERHAUSER AND OTHER MILLS. WORKED WITH MARITIME CENTER OF EXCELLENCE FOR OUTREACH TO MARITIME MANUFACTURING EMPLOYERS TO PROVIDE TECHNICAL ASSISTANCE TO DEVELOP NEW AND EXPAND EXISTING REGISTERED APPRENTICESHIP IN MARITIME MANUFACTURING.- DELIVERED MENTORSHIP MATTERS TRAINING, AN ONLINE SEMINAR THAT TEACHES COMMUNICATION SKILLS THAT MAKE THE WORKPLACE MORE EFFECTIVE AND EFFICIENT. 360415 1139 WANTO:-PARTNER WITH CONSTRUCTION AND MARITIME CENTERS OF EXCELLENCE TO HOST THE EMPOWER CONFERENCE-ENHANCE OUR SOCIAL MEDIA CAMPAIGN THAT SHOWCASES WOMEN IN OUR TRADES THROUGH VIDEOS AND INTERVIEWS-PARTICIPATE IN HIGH SCHOOL OUTREACH EVENTS THAT INCLUDES FOCUS GROUPS AND POTENTIAL COACHING SESSIONS.-HOST ANEW'S RISE UP PROGRAM WITH CURRENT/FUTURE EMPLOYER PARTNERS TO ASSIST WORKPLACES IN CREATING A SAFE AND RESPECTFUL WORK ENVIRONMENT. 360415 1139 3604157 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 47 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 0 0 0 X ELENA DOOR 2067640329 9125 15TH PLACE SOUTH SEATTLE WA 98108 JON HOLDEN BOARD PRESIDENT 1.50 45.80 X X 0 203413 8999 RICHARD JACKSON SECRETARY & TREASURER 1.50 45.80 X X 0 188361 26184 LEVI WILSON BOARD MEMBER 1.00 3.30 X 0 13428 585 AMBER ROULST BOARD MEMBER 1.00 3.30 X 0 63909 8563 BRUCE MCFARLAND BOARD MEMBER 1.00 4.00 X 0 2196 250 LLOYD CAITLIN BOARD MEMBER 1.00 7.30 X 0 58965 0 JIM HENLE BOARD MEMBER 1.00 15.30 X 0 16792 6863 DIANA NOINALA BOARD MEMBER 1.00 4.30 X 0 30465 3642 SHANA PESCHEK EXECUTIVE DIRECTOR 40.00 X 159245 0 37713 ADAM GRIM DEPUTY DIRECTOR 40.00 X 129976 0 38033 SUSAN BRADSHAW GRANT DIRECTOR 40.00 X 114021 0 34303 BARTHOLOMEW KIMANI PROGRAM DIRECTOR 40.00 X 113849 0 36754 RUSSEL LITTLETON REGIONAL DIRECTOR - TUKWILA 40.00 X 106323 0 36136 JASON TROSINE REGIONAL DIRECTOR - SPOKANE 40.00 X 106323 0 36136 729737 577529 274161 6 0 1 0 0 3591412 3975781 270419 7837612 OTHER PROGRAM REVENUE 900099 81066 81066 APPRENTICESHIP TUITION 611600 1139 1139 82205 255091 255091 72000 0 72000 72000 72000 5980223 5980223 0 REIMBURSEMENTS 900099 10742 10742 10742 8257650 82205 0 337833 196958 196958 1467737 1286143 156457 25137 117382 90689 24921 1772 318825 246324 67687 4814 142691 110243 30293 2155 9233 9233 65534 65534 3096 3096 230000 228798 1202 52780 49774 2935 71 23505 18394 4990 121 10428 8160 2214 54 28878 22732 6131 15 66783 52304 14178 301 271381 209687 57614 4080 22145 17262 4701 182 REIMBURSABLE GRANT EXPE 540804 540804 TRAINING PROGRAM EXPENS 499591 499591 CCW PROGRAM EXPENSES 67521 67521 L&I PROGRAM EXPENSES 35266 35266 132022 120465 11557 4302560 3604157 658499 39904 1555291 290165 5343400 3961977 131788 421825 75876 87010 6629945 326618 2120960 6303327 1742815 1142963 509906 391441 11480036 12598708 482142 336605 7169116 4458554 528967 409862 8180225 5205021 X 3299811 7393687 3299811 7393687 11480036 12598708 3955090 83967 54819 0 X 0 1 X 1 0 X 324000 521637 2820907 4891204 7837612 16395360 324000 521637 2820907 4891204 7837612 16395360 7365155 9030205 378 1497 1463 113291 327091 443720 3090 10742 13832 16852912 227457 0.53580 0.53250 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REIMBURSEMENTS - 2022 AMOUNT: $ 3,090. 2023 AMOUNT: $ 10,742. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2280396 2280396 4349549 326618 4022931 6303327 LEASE LIABILITIES 409862 409862 X 8396436 83967 54819 138786 8257650 0 8257650 4302560 0 4302560 0 4302560 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS USING A STANDARD THAT PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR UNCERTAIN TAX POSITIONS. AS OF DECEMBER 31, 2023 AND 2022, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. PART XI, LINE 2D - OTHER ADJUSTMENTS: PRIOR PERIOD ADJUSTMENT 54,819. X 0 0 0 0 0 0 0 0 0 RICHARD JACKSON SECRETARY & TREASURER 0 169519 0 0 0 18842 0 0 0 26184 0 214545 0 0 JON HOLDEN BOARD PRESIDENT 0 184930 0 0 0 18483 0 0 0 8999 0 212412 0 0 SHANA PESCHEK EXECUTIVE DIRECTOR 159245 0 0 0 0 0 11958 0 25755 0 196958 0 0 0 ADAM GRIM DEPUTY DIRECTOR 129976 0 0 0 0 0 12479 0 25554 0 168009 0 0 0 BARTHOLOMEW KIMANI PROGRAM DIRECTOR 113849 0 0 0 0 0 11511 0 25243 0 150603 0 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR'S COMPENSATION IS SUBJECT TO BOARD APPROVAL, WHICH INCLUDES A COST OF LIVING ADJUSTMENT THAT IS ALSO APPROVED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES ARE CURRENTLY ASSOCIATED WITH THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B ACCOUNTING AND FINANCE MANAGER AND DIRECTOR REVIEWED FORM 990 WITH CPA. RETURN WAS PROVIDED TO EXECUTIVE DIRECTOR FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AN INTERESTED PARTY IS UNDER A CONTINUING OBLIGATION TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST AS SOON AS IT IS KNOWN OR REASONABLY SHOULD BE KNOWN. BOARD MEMBERS AND THE EXECUTIVE DIRECTOR COMPLETE AN AFFIRMATION OF COMPLIANCE FORM WHEN THEY JOIN THE BOARD OR STAFF AND ANNUALLY THEREAFTER. ANY INTERESTED PARTY COMPLETES THE DISCLOSURE OF POTENTIAL CONFLICT OF INTEREST STATEMENT TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. AN INTERESTED PARTY WHO HAS A POTENTIAL CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED ACTION, POLICY OR TRANSACTION OF THE CORPORATION IS NOT ALLOWED TO PARTICIPATE IN ANY WAY IN, OR BE PRESENT DURING, THE DELIBERATIONS AND DECISION-MAKING VOTE OF MACHINISTS INSTITUTE. HOWEVER, THE INTERESTED PARTY WILL HAVE AN OPPORTUNITY TO PROVIDE FACTUAL INFORMATION ABOUT THE PROPOSED CONFLICT AND/OR ACTION, POLICY OR TRANSACTION. ALSO, THE BOARD MAY REQUEST THAT THE INTERESTED PARTY BE AVAILABLE TO ANSWER QUESTIONS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST ARE POSTED ON THE WEBSITE. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. IAM & AW DISTRICT LODGE 751 9125 15TH PL S SEATTLE WA 98108 910267919 LABOR UNION WA 501(C)(5) 0 WELLER ASSOCIATION 9125 15TH PL S SEATTLE WA 98108 910833127 LOW INCOME HOUSING WA 501(C)(4) 0 AERO KIRKLAND ASSOCIATION 9125 15TH PL S SEATTLE WA 98108 910860691 LOW INCOME HOUSING WA 501(C)(4) 0 EMPIRE-KENYON ASSOCIATION 9125 15TH PL S SEATTLE WA 98108 910836375 LOW INCOME HOUSING WA 501(C)(4) 0 JUANITA VIEW ASSOCIATION 9125 15TH PL S SEATTLE WA 98108 910836375 LOW INCOME HOUSING WA 501(C)(4) 0 CANAL VIEW ASSOCIATION 9125 15TH PL S SEATTLE WA 98108 910833171 LOW INCOME HOUSING WA 501(C)(4) 0 IAM & AW LODGE 51 LOCAL A 9125 15TH PL S SEATTLE WA 98108 916055781 LABOR UNION WA 501(C)(5) 0 IAM & AW LODGE 51 LOCAL C 9125 15TH PL S SEATTLE WA 98108 916055782 LABOR UNION WA 501(C)(5) 0 IAM & AW LODGE 51 LOCAL E 9125 15TH PL S SEATTLE WA 98108 916055783 LABOR UNION WA 501(C)(5) 0 IAM & AW LODGE 51 LOCAL F 9125 15TH PL S SEATTLE WA 98108 916055784 LABOR UNION WA 501(C)(5) 0 IAM & AW DISTRICT LODGE 751 BUILDING CORP 9125 15TH PL S SEATTLE WA 98108 910783066 LABOR BUILDING CORP WA 501(C)(2) 0 DISTRICT LODGE 751 STRIKE FUND 9125 15TH PL S SEATTLE WA 98108 260887716 PROVIDE FINANCIAL ASSISTANCE TO MEMBERS IN NEED WA 501(C)(5) 0 751 CHARITY FUND 9125 15TH PL S SEATTLE WA 98108 911251328 CHARITABLE GIVING TO COMMUNITY MEMBERS IN NEED WA 501(C)(3) LINE 7 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0