2025-11-13T20:54:56-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 2707 COLBY AVENUE SUITE 801 EVERETT WA 98201 990 2024-01-01 831938059 MACHINISTS INSTITUTE MACH 2067640329 9125 15TH PLACE SOUTH SEATTLE WA 98108 SHANA PESCHEK EXECUTIVE DIRECTOR 2067640329 2025-11-12 1 0 EMINA O CRESSWELL P01217304 4252597227 2025-11-12 2024 2025-03-06 01:10:19Z JON HOLDEN 9125 15TH PLACE SOUTH SEATTLE WA 98108 10269115 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 27 0 0 0 7837612 6353346 82205 16635 255091 224870 82742 0 8257650 6594851 0 0 0 0 2243593 3926550 0 0 55723 2058967 2465724 4302560 6392274 3955090 202577 12598708 12537934 5205021 4562421 7393687 7975513 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 3740024 16635 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. 1212749 WASHINGTON JOBS INITIATIVE/GOOD JOBS CHALLENGE GRANT: WITHIN THE INDUSTRY SECTOR OF AEROSPACE AND ADVANCED MANUFACTURING, MI IS PARTNERING WITH A COALITION OF EMPLOYERS AND OTHER STRATEGIC PARTNERS TO TRAIN AND PLACE WORKERS INTO HIGH-QUALITY JOBS THAT THE EMPLOYERS NEED FILLED AND INTEND TO FILL THROUGH THE PARTNERSHIP. WORKING WITH PARTNERS SUCH AS SEATTLE JOBS INITIATIVE, ANEW, COE MARINE TECHNOLOGY AND AWB INSTITUTE MI IS WORKING TO PLACE GRADUATES FROM OUR PRE-APPRENTICESHIP COHORTS IN ADVANCED MANUFACTURING AND WELDING INTO HIGH-QUALITY JOBS THAT ARE PAYING LIVABLE WAGES. 188906 ESD ABA PRE-APPRENTICESHIP GRANT: EXPAND MI'S CAREER ACCELERATOR PRE-APPRENTICESHIP PROGRAM BY CREATING AND ADOPTING A FABRICATION WELDING PRE-APPRENTICESHIP 12-WEEK PROGRAM; DEVELOP A STRATEGY FOR ENGAGING YOUTH AND REMOVING PROGRAM BARRIERS FOR UNDERREPRESENTED PERSONS SUCH AS; LOCAL TRIBES, THE LATINO CIVIC ALLIANCE, MILITARY FAMILIES, VETERANS RETURNING TO THE CIVILIAN WORKFORCE, LGBTQ, AND BIPOC INDIVIDUALS. 97813 ESD ABA APPRENTICESHIP GRANT: DESIGN AND IMPLEMENT A MACHINE OPERATOR 18-MONTH APPRENTICESHIP OCCUPATION AND REGISTER IT WITH L&I THROUGH THE STATE OF WASHINGTON. ENGAGE IN THE STATEWIDE EFFORT TO DEVELOP CAREER PATHWAYS FROM K-12 THROUGH HIGHER EDUCATION. 97813 5239492 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 24 0 1 27 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 1.50 45.80 X 0 210568 12818 RICHARD JACKSON SECRETARY & TREASURER 1.50 45.80 X 0 195471 26792 LEVI WILSON BOARD MEMBER 1.00 3.30 X 0 15672 1070 BRUCE MCFARLAND BOARD MEMBER 1.00 4.00 X 0 4149 0 KEVIN CURRIE BOARD MEMBER 1.00 1.00 X 0 23025 1457 JOSHUA KOOPMANS BOARD MEMBER 1.00 1.00 X 0 17797 1389 JIM HENLE BOARD MEMBER 1.00 15.30 X 0 25844 5358 SHANA PESCHEK EXECUTIVE DIRECTOR 40.00 X 165182 0 37067 SUSAN BRADSHAW DIRECTOR OF GRANTS 40.00 X 118261 0 34231 ELENA DOOR ACCOUNTING MANAGER 40.00 X 106929 0 36123 KIM DOVE PROGRAM DIRECTOR - BOEING 40.00 X 112858 0 36478 ADAM GRIM SENIOR DIRECTOR OF OPERATIONS 40.00 X 134815 0 38093 JASON TROSINE REGIONAL DIRECTOR 40.00 X 110275 0 36144 748320 492526 267020 8 0 1 0 0 2446448 2547337 1359561 6353346 OTHER PROGRAM REVENUE 900099 15235 15235 APPRENTICESHIP TUITION 611600 1400 1400 16635 224870 224870 3674264 3674264 0 6594851 16635 0 224870 202249 202249 2742956 2299366 407955 35635 134928 105340 27955 1633 432678 337798 89645 5235 413739 323012 85721 5006 60400 60400 52150 52150 615 615 145340 144152 1188 34336 27036 7115 185 20330 16007 4213 110 25431 20024 5270 137 65959 51914 13668 377 74103 58558 15356 189 474628 370549 98353 5726 37591 29499 7790 302 REIMBURSABLE GRANT EXPE 1086337 1086337 CCW PROGRAM EXPENSES 156606 156606 L&I PROGRAM EXPENSES 142119 142119 89779 71175 18604 6392274 5239492 1097059 55723 290165 193646 3961977 3276184 421825 671952 87010 162807 7803736 801333 6303327 7002403 1142963 825437 391441 405505 12598708 12537934 336605 836317 4458554 3305298 409862 420806 5205021 4562421 X 7393687 7975513 7393687 7975513 12598708 12537934 202577 379249 0 X 0 1 X 1 0 X 521637 2820907 4891204 7837612 6353346 22424706 521637 2820907 4891204 7837612 6353346 22424706 9953313 12471393 1497 1463 113291 327091 224870 668212 3090 10742 13832 23106750 244092 0.53970 0.64530 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 5523340 801333 4722007 7002403 LEASE LIABILITIES 420806 420806 X 6790655 195804 195804 6594851 0 6594851 6588078 195804 195804 6392274 0 6392274 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, 2024 AND 2023, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS REQUIRING ACCRUAL. X 0 0 0 0 0 0 0 0 0 JON HOLDEN PRESIDENT 0 191735 0 0 0 18833 0 0 0 12818 0 223386 0 0 RICHARD JACKSON SECRETARY & TREASURER 0 175757 0 0 0 19714 0 0 0 26792 0 222263 0 0 SHANA PESCHEK EXECUTIVE DIRECTOR 165182 0 0 0 0 0 6863 0 30204 0 202249 0 0 0 ADAM GRIM SENIOR DIRECTOR OF OPERATIONS 134815 0 0 0 0 0 8089 0 30004 0 172908 0 0 0 SUSAN BRADSHAW DIRECTOR OF GRANTS 118261 0 0 0 0 0 4435 0 29796 0 152492 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