Civic Intelligence

Operating Engineers Local No 825 Apprenticeship Training & Retraining Fd

990 • Fiscal year 2017 • EIN 22-6033379

Jul 01, 2016 to Jun 30, 2017 • Filed on May 07, 2018

Organization ProfileN/A
65 Springfield Avenue Second FloorSpringfield, NJ 07081

(973) 921-1661

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

24th percentile

0.04x

Higher debt load relative to assets than 24% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.09x

Higher debt load relative to revenue than 26% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

66th percentile

$229,696

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

66th percentile

9.4%

Faster asset growth than 66% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

1.9%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$20,526,795

Up $1,759,110 (+9.4%) from 2016

Net Assets

Up

$19,764,705

Up $1,739,148 (+9.6%) from 2016

Liabilities

Up

$762,090

Up $19,962 (+2.7%) from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin78th percentile

Revenue

Up

$8,759,844

Up $160,775 (+1.9%) from 2016

Expenses

Up

$7,011,242

Up $1,011,656 (+17%) from 2016

Net Income

Down

$1,748,602

Down $850,881 (-33%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $5,426,542Liabilities 2010: $236,124Net Assets 2010: $5,190,4182010Assets 2011: $6,135,632Liabilities 2011: $2,913,499Net Assets 2011: $3,222,1332011Assets 2012: $5,676,389Liabilities 2012: $205,576Net Assets 2012: $5,470,8132012Assets 2013: $8,972,399Liabilities 2013: $242,710Net Assets 2013: $8,729,6892013Assets 2014: $12,656,223Liabilities 2014: $302,147Net Assets 2014: $12,354,0762014Assets 2015: $15,619,437Liabilities 2015: $230,990Net Assets 2015: $15,388,4472015Assets 2016: $18,767,685Liabilities 2016: $742,128Net Assets 2016: $18,025,5572016Assets 2017: $20,526,795Liabilities 2017: $762,090Net Assets 2017: $19,764,7052017Assets 2018: $20,885,271Liabilities 2018: $617,533Net Assets 2018: $20,267,7382018Assets 2019: $21,826,765Liabilities 2019: $954,039Net Assets 2019: $20,872,7262019Assets 2020: $23,402,745Liabilities 2020: $1,477,857Net Assets 2020: $21,924,8882020Assets 2021: $22,861,458Liabilities 2021: $669,858Net Assets 2021: $22,191,6002021Assets 2022: $21,649,166Liabilities 2022: $515,933Net Assets 2022: $21,133,2332022Assets 2023: $22,842,709Liabilities 2023: $573,190Net Assets 2023: $22,269,5192023Assets 2024: $24,335,341Liabilities 2024: $837,214Net Assets 2024: $23,498,1272024

Highlighted filing

2017

Assets$20,526,795
Liabilities$762,090
Net Assets$19,764,705
Open 2017 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,297,7732010Expenses 2011: $5,580,2402011Expenses 2012: $4,794,6332012Expenses 2013: $3,940,8482013Revenue 2014: $7,531,706Expenses 2014: $3,907,319Net Income 2014: $3,624,3872014Revenue 2015: $7,927,309Expenses 2015: $4,821,194Net Income 2015: $3,106,1152015Revenue 2016: $8,599,069Expenses 2016: $5,999,586Net Income 2016: $2,599,4832016Revenue 2017: $8,759,844Expenses 2017: $7,011,242Net Income 2017: $1,748,6022017Revenue 2018: $9,189,374Expenses 2018: $8,695,823Net Income 2018: $493,5512018Revenue 2019: $9,810,415Expenses 2019: $9,331,950Net Income 2019: $478,4652019Revenue 2020: $10,108,584Expenses 2020: $9,124,064Net Income 2020: $984,5202020Revenue 2021: $9,545,959Expenses 2021: $9,229,422Net Income 2021: $316,5372021Revenue 2022: $8,761,018Expenses 2022: $9,352,973Net Income 2022: -$591,9552022Revenue 2023: $11,742,750Expenses 2023: $10,544,469Net Income 2023: $1,198,2812023Revenue 2024: $11,856,310Expenses 2024: $10,736,677Net Income 2024: $1,119,6332024

Highlighted filing

2017

Revenue$8,759,844
Expenses$7,011,242
Net Income$1,748,602
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 7, 2018
Return Version
2016v3.0
Gross Receipts
$23,128,276
Mission and Program Overview

Mission

To provide training to apprentices and participants.

To provide training to apprentices and participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,780,912$16,110,608▲ $8,329,696
Investments in Publicly Traded Securities$7,399,408$2,498,827▼ $4,900,581
Accounts Receivable$1,281,855$1,134,179▼ $147,676
Savings and Temporary Cash Investments$1,260,929$422,625▼ $838,304
Prepaid Expenses and Deferred Charges$1,041,146$228,832▼ $812,314
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$18,767,685$20,526,795▲ $1,759,110
Other Assets Total$3,435$131,724▲ $128,289
Liabilities
Other Liabilities$193,861$269,811▲ $75,950
Unsecured Notes Loans Payable$387,586$268,329▼ $119,257
Accounts Payable and Accrued Expenses$160,681$219,565▲ $58,884
Deferred Revenue-$4,385-
Total Liabilities$742,128$762,090▲ $19,962
Net Assets / Fund Balance
Total Net Assets Fund Balance$18,025,557$19,764,705▲ $1,739,148
Total Liabilities and Net Assets / Fund Balance$18,767,685$20,526,795▲ $1,759,110

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,221,438$7,275,568$13,497,006
Buildings$8,238,332$203,223$8,441,555
Land$1,340,111-$1,340,111
Leasehold Improvements$310,727$475,811$786,538
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alfred ZabickiDirector of TrainingFT$135,734$63,598$199,332
Christopher SzpilaNj InstructorFT$126,864$60,757$187,621
Thomas LewickiNj InstructorFT$124,062$60,455$184,517

Board Members and Trustees

NameTitle
Ross J PepeEmployer Trustee, Co-chair
Gregory LaleveeUnion Trustee, Co-chairman
Arthur CorwinEmployer Trustee
Jack Kocsis JrEmployer Trustee
John F DalyEmployer Trustee
James McgowanUnion Trustee
John WoodUnion Trustee
Matt WhiteUnion Trustee
Christine MedichAdministrator
Suresh AswaniSenior Project Manager

Highest Paid Contractors

ContractorServicesLocationCompensation
Rcc Builders And DevelopersConstruction65-67 GROVE STREET, Paterson, NJ 07503$3,293,046
Alpine Environmental ConsultantsSite DesignersPO BOX 145, Montgomery, NY 12549$121,355
Revenue and Support

Revenue Composition

Contributions and Grants
$360,390
Program Service Revenue
$8,125,985
Investment Income
$138,573
Other Revenue
$134,896
Change in Net Assets
$1,748,602

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,743,116
Revenue Not Reported on Financial Statements
$16,728
Revenue Not Reported on Form 990
$-9,454
Total Revenue per Audited Statements
$8,733,662
Total Revenue per Form 990
$8,759,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,779,040
Other Expenses$3,232,202
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,776,351$692,871-$2,469,222
Depreciation Depletion$793,121$165,696-$958,817
Pension Plan Contributions$489,389$190,887-$680,276
Other Employee Benefits$294,109$114,718-$408,827
All Other Expenses$378,288--$378,288
Fees for Services Other$258,819$45,386-$304,205
Office Expenses$234,057$15,915-$249,972
Payroll Taxes$158,782$61,933-$220,715
Other Expenses$144,749$238,347-$144,749
Insurance$102,231$39,876-$142,107
Fees for Services Legal$142,086--$142,086
Conferences and Meetings$31,359--$31,359
Information Technology-$20,730-$20,730
Occupancy$15,678$4,365-$20,043
Fees for Service Investment Mgmnt Fees-$16,728-$16,728
Fees for Services Accounting-$13,944-$13,944
Travel-$3,389-$3,389
Total Functional Expenses$5,386,457$1,624,785$0$7,011,242

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,011,242
Expenses per Audited Statements$6,994,514
Total Expenses per Audited Statements$6,994,514
Expenses Not Reported on Financial Statements$16,728
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Broker$205,605
Due to Operating Engineers Local 825 Welfare Fund$57,037
Due to Operating Engineers Local 825$7,169
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the plan administrator prior to filing.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies, and financial statements are available upon request”

Filing and Contact Details

Filer

Filer Name
Operating Engineers Local No 825
EIN
22-6033379
Phone
9739211661
Address
65 SPRINGFIELD AVENUE SECOND FLOOR, SPRINGFIELD, NJ 07081

Signing Officer

Name
Scott E Hallberg CPA
Title
Fund Administrator
Phone
9739211661
Signed
2018-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christine Medich
Formed
1966
Legal Domicile
Nj
Voting Board Members
8
Independent Board Members
8
Employees
39
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE, BETHESDA, MD 20814
Preparer
Scott E Hallberg CPA
Phone
2023319880
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees are responsible for the selection of the auditor and oversight of the audit. This has not changed since last year.”

Financial Statement Notes

PART X, LINE 2:

“The fund accounts for income taxes in accordance with the accounting standards codification (asc) topic income taxes. These provisions provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's consolidated financial statements and prescribed a threshold of "more likely than not" for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The fund performed an evaluation of uncertain tax positions for the years ended june 30, 2017 and 2016, and determined that there were no matters that would require recognition in the consolidated financial statements or that may have an effect on its tax-exempt status. As of june 30, 2017, the statute of limitations for tax years 2013 through 2015 remains open with the u.s. Federal jurisdiction and the various states and local jurisdictions in which the fund files returns.”

Raw XML AppendixShowing 400 of 665 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-73581
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt0360390
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt014294851
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IRS990/GrossRentsGrp/RealAmt022159
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndivRcvdGreaterThan100KCnt013
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt020730
IRS990/InformationTechnologyGrp/TotalAmt020730
IRS990/InsuranceGrp/ManagementAndGeneralAmt039876
IRS990/InsuranceGrp/ProgramServicesAmt0102231
IRS990/InsuranceGrp/TotalAmt0142107
IRS990/InvestmentIncomeGrp/ExclusionAmt0212154
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0212154
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07399408
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02498827
IRS990/IRPDocumentCnt036
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07954602
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07780912
IRS990/LandBldgEquipBasisNetGrp/EOYAmt016110608
IRS990/LandBldgEquipCostOrOtherBssAmt024065210
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt014368432
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE TRAINING TO APPRENTICES AND PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt018025557
IRS990/NetAssetsOrFundBalancesEOYAmt019764705
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-73581
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-73581
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt022159
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt022159
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-9454
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04365
IRS990/OccupancyGrp/ProgramServicesAmt015678
IRS990/OccupancyGrp/TotalAmt020043
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt015915
IRS990/OfficeExpensesGrp/ProgramServicesAmt0234057
IRS990/OfficeExpensesGrp/TotalAmt0249972
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03435
IRS990/OtherAssetsTotalGrp/EOYAmt0131724
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0114718
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0294109
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0408827
IRS990/OtherExpensesGrp/Desc0HEAVY EQUIPMENT EXPENSE
IRS990/OtherExpensesGrp/Desc1REAL ESTATE TAXES
IRS990/OtherExpensesGrp/Desc2TRAINING MATERIALS AND
IRS990/OtherExpensesGrp/Desc3APPRENCTICESHIP FUEL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0238347
IRS990/OtherExpensesGrp/ProgramServicesAmt0419834
IRS990/OtherExpensesGrp/ProgramServicesAmt1147604
IRS990/OtherExpensesGrp/ProgramServicesAmt2144749
IRS990/OtherExpensesGrp/TotalAmt0419834
IRS990/OtherExpensesGrp/TotalAmt1238347
IRS990/OtherExpensesGrp/TotalAmt2147604
IRS990/OtherExpensesGrp/TotalAmt3144749
IRS990/OtherLiabilitiesGrp/BOYAmt0193861
IRS990/OtherLiabilitiesGrp/EOYAmt0269811
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0SETTLEMENT INCOME
IRS990/OtherRevenueMiscGrp/Desc1INTEREST ON DELINQUENT ACCOUNTS
IRS990/OtherRevenueMiscGrp/Desc2MISC INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt092520
IRS990/OtherRevenueMiscGrp/ExclusionAmt120211
IRS990/OtherRevenueMiscGrp/ExclusionAmt26
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt092520
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt120211
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt26
IRS990/OtherRevenueTotalAmt0112737
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0692871
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01776351
IRS990/OtherSalariesAndWagesGrp/TotalAmt02469222
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt061933
IRS990/PayrollTaxesGrp/ProgramServicesAmt0158782
IRS990/PayrollTaxesGrp/TotalAmt0220715
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0190887
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0489389
IRS990/PensionPlanContributionsGrp/TotalAmt0680276
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01041146
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0228832
IRS990/PrincipalOfficerNm0CHRISTINE MEDICH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08125985
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08125985
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt026160
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0204130
IRS990/PYOtherExpensesAmt02742743
IRS990/PYOtherRevenueAmt057193
IRS990/PYProgramServiceRevenueAmt08311586
IRS990/PYRevenuesLessExpensesAmt02599483
IRS990/PYSalariesCompEmpBnftPaidAmt03256843
IRS990/PYTotalExpensesAmt05999586
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08599069
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01748602
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt022159
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt08125985
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01260929
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0422625
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt08238332
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0203223
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt08441555
IRS990ScheduleD/EquipmentGrp/BookValueAmt06221438
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07275568
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013497006
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt016728
IRS990ScheduleD/ExpensesSubtotalAmt06994514
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt016728
IRS990ScheduleD/InvestmentExpensesNotIncldAmt016728
IRS990ScheduleD/LandGrp/BookValueAmt01340111
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01340111
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0310727
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0475811
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0786538
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-9454
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt057037
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1205605
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt27169
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OPERATING ENGINEERS LOCAL 825 WELFARE FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO BROKER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO OPERATING ENGINEERS LOCAL 825
IRS990ScheduleD/RevenueNotReportedAmt0-9454
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt016728
IRS990ScheduleD/RevenueSubtotalAmt08743116
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S CONSOLIDATED FINANCIAL STATEMENTS AND PRESCRIBED A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FUND PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2017 AND 2016, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF JUNE 30, 2017, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2013 THROUGH 2015 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE FUND FILES RETURNS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt016110608
IRS990ScheduleD/TotalExpensesPerForm990Amt07011242
IRS990ScheduleD/TotalLiabilityAmt0269811
IRS990ScheduleD/TotalRevenuePerForm990Amt08759844
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt08733662
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06994514
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,526,795
Liabilities
$762,090
Net assets
$19,764,705
Revenue
$8,759,844
Expenses
$7,011,242
Net income
$1,748,602
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.3$0.84$23.5$11.9$10.7$1.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.8$0.57$22.3$11.7$10.5$1.20
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.6$0.52$21.1$8.76$9.35$0.59
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.9$0.67$22.2$9.55$9.23$0.32
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.4$1.48$21.9$10.1$9.12$0.98
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.8$0.95$20.9$9.81$9.33$0.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.9$0.62$20.3$9.19$8.70$0.49
2017Detailed filing. Detailed filing data is available for this year.$20.5$0.76$19.8$8.76$7.01$1.75
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.8$0.74$18.0$8.60$6.00$2.60
2015Detailed filing. Detailed filing data is available for this year.$15.6$0.23$15.4$7.93$4.82$3.11
2014Detailed filing. Detailed filing data is available for this year.$12.7$0.30$12.4$7.53$3.91$3.62
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.97$0.24$8.73$3.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.68$0.21$5.47$4.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.14$2.91$3.22$5.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.43$0.24$5.19$5.30
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