2023-11-13T13:31:01-06:00 2022-12-31 910189318 MOSS ADAMS LLP 2707 COLBY AVENUE SUITE 801 EVERETT WA 98201 990 2022-01-01 831938059 MACHINISTS INSTITUTE MACH 2067640329 9125 15TH PLACE SOUTH SEATTLE WA 98108 SHANA PESCHEK EXECUTIVE DIRECTOR 2067640329 2023-11-10 1 SHANA PESCHEK 999009999 0 COLLEEN RAMIRES P01251320 4252597227 2023-11-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JON HOLDEN 9125 15TH PLACE SOUTH SEATTLE WA 98108 9010794 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 14 0 0 0 2820907 4891204 9374 135878 6785 108867 0 3090 2837066 5139039 0 0 0 0 601392 1452863 0 0 39516 1186812 1813729 1788204 3266592 1048862 1872447 11410258 11480036 9841021 8180225 1569237 3299811 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. 1 1 1802622 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 FOCUSES 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. 415990 92950 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 MCHINIST 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. 277327 39324 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. 277326 3604 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. 277326 3604 2773265 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 38 0 1 14 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 PRESIDENT 1.00 46.30 X X 0 190344 8556 RICHARD JACKSON SECRETARY/TREASURER 1.00 46.30 X X 0 176341 24943 LLOYD CATLIN DIRECTOR 1.00 7.30 X 0 8586 2118 MATTHEW HARDY DIRECTOR 1.00 4.30 X 0 9498 2015 JIM HENLE DIRECTOR 1.00 15.30 X 0 11499 6962 BRUCE MCFARLAND DIRECTOR 1.00 4.00 X 0 10839 1957 JOSEPH RUTH DIRECTOR 1.00 3.30 X 0 18380 1747 AMBER ROULST DIRECTOR 1.00 3.30 X 0 14200 547 LEVI WILSON DIRECTOR 1.00 3.30 X 0 14266 547 DONALD DONOVAN DIRECTOR (THRU 1/22) 1.00 4.00 X 0 0 0 TRAVIS KENDRICK TRUSTEE (THRU 1/22) 1.00 9.30 X 0 0 0 SHANA PESCHEK EXECUTIVE DIRECTOR 40.00 0.00 X 148184 0 32683 148184 453953 82075 1 0 1 0 0 1416616 3413368 61220 4891204 OTHER PROGRAM REVENUE 900099 132274 132274 APPRENTICESHIP TUITION 611600 3604 3604 135878 113291 113291 3867331 3871755 -4424 -4424 -4424 REIMBURSEMENTS 900099 3090 3090 3090 5139039 135878 0 111957 X 180867 180867 911837 864875 22486 24476 74351 58849 13837 1665 211047 167044 39276 4727 74761 59173 13913 1675 41209 41209 92187 92187 3826 3826 549682 546053 3629 38081 34998 2908 175 49583 39801 9227 555 4104 3294 764 46 42725 38212 4404 109 65140 52212 12122 806 5373 4307 1000 66 55369 43843 10304 1222 23139 18468 4306 365 TRAINING PROGRAM EXPENS 380422 380422 OTHER PROGRAM EXPENSES 223052 223052 L&I PROGRAM EXPENSES 136998 136998 CCW PROGRAM EXPENSES 55105 55105 47734 46559 1175 3266592 2773265 453811 39516 1224228 1555291 8701570 5343400 58623 131788 19787 75876 2177060 56100 400242 2120960 1005808 1742815 0 509906 11410258 11480036 369050 482142 9471971 7169116 0 528967 9841021 8180225 X 1569237 3299811 1569237 3299811 11410258 11480036 1872447 -268621 126748 0 X 0 1 X 1 0 X 324000 521637 2820907 4891204 8557748 324000 521637 2820907 4891204 8557748 3937252 4620496 378 1497 1463 113291 116629 3090 3090 8677467 145252 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 178321 178321 484939 56100 428839 1513800 1513800 2120960 LEASE LIABILITIES 528967 528967 X 4877728 -268621 7310 -261311 5139039 0 5139039 3273902 7310 7310 3266592 0 3266592 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, 2022 AND 2021, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. 0 0 0 0 0 0 0 0 0 RICHARD JACKSON SECRETARY/TREASURER 0 166707 0 0 0 9634 0 0 0 24943 0 201284 0 0 JON HOLDEN PRESIDENT 0 184056 0 0 0 6288 0 0 0 8556 0 198900 0 0 SHANA PESCHEK EXECUTIVE DIRECTOR 148184 0 0 0 0 0 8217 0 24466 0 180867 0 0 0 FORM 990, PART III, LINE 2 IN 2022, THE ORGANIZATION BEGAN THE WANTO PROGRAM. DETAILS OF THE PROGRAM CAN BE FOUND ON THIS SCHEDULE FOR PART III, LINE 4D. FORM 990, PART III, LINE 3 IN 2022, THE ORGANIZATION CEASED CONDUCTING ITS CORE PLUS PROGRAM AS THE PROJECT WAS COMPLETE. 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 SHALL NOT PARTICIPATE IN ANY WAY IN, OR BE PRESENT DURING, THE DELIBERATIONS AND DECISION-MAKING VOTE OF MACHINISTS INSTITUTE. HOWEVER, THE INTERESTED PARTY SHALL 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. FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 88,947. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 88,947. CHILDCARE: PROGRAM SERVICE EXPENSES 88,071. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 88,071. SUPPORT SERVICES: PROGRAM SERVICE EXPENSES 129,619. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 129,619. OTHER SERVICES: PROGRAM SERVICE EXPENSES 239,416. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 3,629. TOTAL EXPENSES 243,045. 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