Civic Intelligence

Operating Engineers Local No 825 Apprenticeship Training & Retraining Fd

990 • Fiscal year 2024 • EIN 22-6033379

Jul 01, 2023 to Jun 30, 2024 • Filed on May 06, 2025

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

22nd percentile

0.03x

Higher debt load relative to assets than 22% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.07x

Higher debt load relative to revenue than 18% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

62nd percentile

9.4%

Higher net margin than 62% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

63rd percentile

$319,374

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

53rd percentile

6.5%

Faster asset growth than 53% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

1.0%

Faster revenue growth than 32% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$24,335,341

Up $1,492,632 (+6.5%) from 2023

Net Assets

Up

$23,498,127

Up $1,228,608 (+5.5%) from 2023

Liabilities

Up

$837,214

Up $264,024 (+46%) from 2023

Revenue

Up

$11,856,310

Up $113,560 (+1.0%) from 2023

Expenses

Up

$10,736,677

Up $192,208 (+1.8%) from 2023

Net Income

Down

$1,119,633

Down $78,648 (-6.6%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$24,335,341
Liabilities$837,214
Net Assets$23,498,127

Operations Trend

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

2024

Revenue$11,856,310
Expenses$10,736,677
Net Income$1,119,633
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 6, 2025
Return Version
2023v6.0
Gross Receipts
$28,221,354
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$14,498,179$14,522,135▲ $23,956
Investments in Publicly Traded Securities$5,344,435$6,141,299▲ $796,864
Accounts Receivable$1,607,146$1,670,470▲ $63,324
Investments Other Securities-$1,026,506-
Savings and Temporary Cash Investments$1,363,039$942,642▼ $420,397
Prepaid Expenses and Deferred Charges$29,910$32,289▲ $2,379
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$22,842,709$24,335,341▲ $1,492,632
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$508,838$781,534▲ $272,696
Other Liabilities$56,465$47,793▼ $8,672
Deferred Revenue$7,887$7,887→ $0
Total Liabilities$573,190$837,214▲ $264,024
Net Assets / Fund Balance
Total Net Assets Fund Balance$22,269,519$23,498,127▲ $1,228,608
Total Liabilities and Net Assets / Fund Balance$22,842,709$24,335,341▲ $1,492,632

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,051,018$12,570,984$16,622,002
Buildings$7,214,823$2,168,498$9,383,321
Land$3,001,686-$3,001,686
Leasehold Improvements$254,608$945,659$1,200,267
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William VaccaroDirector of TrainingFT$204,757$76,908$281,665
Christopher SzpilaSite CoordinatorFT$193,825$78,546$272,371
Shana GraceTraining CoordinatorFT$175,213$79,175$254,388
Craig BoydInstructorFT$162,900$76,137$239,037
Victor GrigoriewInstructorFT$154,246$71,680$225,926
Joseph Grace JrUnion TrusteePT$27,122$2,580$29,702

Board Members and Trustees

NameTitle
Ross J PepeEmployer Trustee, Co-chair
Gregory LaleveeUnion Trustee, Co-chairman
Arthur CorwinEmployer Trustee
David MurawskiEmployer Trustee
Jack Kocsis JrEmployer Trustee
Alex KolbasowskiUnion Trustee
John WoodUnion Trustee
Christine MedichAdministrator
Revenue and Support

Revenue Composition

Contributions and Grants
$81,692
Program Service Revenue
$11,132,383
Investment Income
$340,842
Other Revenue
$301,393
Change in Net Assets
$1,119,633

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,842,116
Revenue Not Reported on Financial Statements
$14,194
Revenue Not Reported on Form 990
$108,975
Total Revenue per Audited Statements
$11,951,091
Total Revenue per Form 990
$11,856,310
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,420,157
Other Expenses$4,064,960
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,075,915$1,053,594-$4,129,509
Depreciation Depletion$1,155,149$365,306-$1,520,455
Pension Plan Contributions$779,928$283,830-$1,063,758
Other Employee Benefits$445,571$149,766-$595,337
Payroll Taxes$260,618$89,270-$349,888
Office Expenses$138,672$153,764-$292,436
Current Officers, Directors, Trustees, and Key Employees$281,665--$281,665
Other Expenses$257,384$312,861-$257,384
Benefits to Members$251,560--$251,560
Insurance$226,022--$226,022
All Other Expenses$205,374--$205,374
Fees for Services Other$33,736$61,848-$95,584
Fees for Services Legal$74,958--$74,958
Occupancy$36,864--$36,864
Information Technology-$31,535-$31,535
Conferences and Meetings$31,184--$31,184
Fees for Services Accounting-$16,524-$16,524
Fees for Service Investment Mgmnt Fees-$14,195-$14,195
Travel-$876-$876
Total Functional Expenses$8,203,308$2,533,369$0$10,736,677

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,736,677
Expenses per Audited Statements$10,722,483
Total Expenses per Audited Statements$10,722,483
Expenses Not Reported on Financial Statements$14,194
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 Operating Engineeers Local 825 Welfare Fund$47,430
Due to Operating Engineeers Local 825$356
Due to Operating Engineeers Local 825 Pension Fund$7
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 35% controlled entity
No
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
Sherry Viso
Title
Fund Administrator
Phone
9739211661
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sherry Viso
Formed
1966
Legal Domicile
Nj
Voting Board Members
8
Independent Board Members
7
Employees
41
Volunteers
8

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE, BETHESDA, MD 20814
Preparer
Erin Cranmer
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, 2024 and 2023, 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, 2024, the statute of limitations for tax years 2020 through 2022 remains open with the u.s. Federal jurisdiction and the various states and local jurisdictions in which the fund files returns.

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IRS990/Form990PartVIISectionAGrp/TitleTxt11SITE COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13INSTRUCTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0158792
IRS990/GainOrLossGrp/SecuritiesAmt0-112161
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt081692
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0160892
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt016250783
IRS990/GrossReceiptsAmt028221354
IRS990/GrossRentsGrp/RealAmt023388
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt011
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt031535
IRS990/InformationTechnologyGrp/TotalAmt031535
IRS990/InsuranceGrp/ProgramServicesAmt0226022
IRS990/InsuranceGrp/TotalAmt0226022
IRS990/InvestmentIncomeGrp/ExclusionAmt0294211
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0294211
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01026506
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05344435
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06141299
IRS990/IRPDocumentCnt0173
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt015685141
IRS990/LandBldgEquipBasisNetGrp/BOYAmt014498179
IRS990/LandBldgEquipBasisNetGrp/EOYAmt014522135
IRS990/LandBldgEquipCostOrOtherBssAmt030207276
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt02100
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt016362944
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/NetAssetsOrFundBalancesBOYAmt022269519
IRS990/NetAssetsOrFundBalancesEOYAmt023498127
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt046631
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt046631
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt023388
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt023388
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0108975
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt036864
IRS990/OccupancyGrp/TotalAmt036864
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0153764
IRS990/OfficeExpensesGrp/ProgramServicesAmt0138672
IRS990/OfficeExpensesGrp/TotalAmt0292436
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0149766
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0445571
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0595337
IRS990/OtherExpensesGrp/Desc0APPRENCTICESHIP FUEL
IRS990/OtherExpensesGrp/Desc1HEAVY EQUIPMENT EXPENSE
IRS990/OtherExpensesGrp/Desc2REAL ESTATE TAXES
IRS990/OtherExpensesGrp/Desc3TRAINING MATERIALS AND
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0312861
IRS990/OtherExpensesGrp/ProgramServicesAmt0496619
IRS990/OtherExpensesGrp/ProgramServicesAmt1452089
IRS990/OtherExpensesGrp/ProgramServicesAmt2257384
IRS990/OtherExpensesGrp/TotalAmt0496619
IRS990/OtherExpensesGrp/TotalAmt1452089
IRS990/OtherExpensesGrp/TotalAmt2312861
IRS990/OtherExpensesGrp/TotalAmt3257384
IRS990/OtherLiabilitiesGrp/BOYAmt056465
IRS990/OtherLiabilitiesGrp/EOYAmt047793
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0REIMB. FOR SHARED PAYROLL/BENEFIT
IRS990/OtherRevenueMiscGrp/Desc1INTEREST ON DELINQUENT ACCOUNTS
IRS990/OtherRevenueMiscGrp/Desc2SETTLEMENT INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0255804
IRS990/OtherRevenueMiscGrp/ExclusionAmt112198
IRS990/OtherRevenueMiscGrp/ExclusionAmt210003
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0255804
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt112198
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt210003
IRS990/OtherRevenueTotalAmt0278005
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01053594
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03075915
IRS990/OtherSalariesAndWagesGrp/TotalAmt04129509
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt089270
IRS990/PayrollTaxesGrp/ProgramServicesAmt0260618
IRS990/PayrollTaxesGrp/TotalAmt0349888
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0283830
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0779928
IRS990/PensionPlanContributionsGrp/TotalAmt01063758
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt029910
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt032289
IRS990/PrincipalOfficerNm0SHERRY VISO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1RENTAL INCOME FROM AFFILIATES
IRS990/ProgramServiceRevenueGrp/ExclusionAmt031548
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011100835
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011100835
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt131548
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0237160
IRS990/PYContributionsGrantsAmt0149935
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0162803
IRS990/PYOtherExpensesAmt04093094
IRS990/PYOtherRevenueAmt0202288
IRS990/PYProgramServiceRevenueAmt011227724
IRS990/PYRevenuesLessExpensesAmt01198281
IRS990/PYSalariesCompEmpBnftPaidAmt06214215
IRS990/PYTotalExpensesAmt010544469
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011742750
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01119633
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt023388
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt011100835
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01363039
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0942642
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/BookValueAmt07214823
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02168498
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt09383321
IRS990ScheduleD/EquipmentGrp/BookValueAmt04051018
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012570984
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt016622002
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt014194
IRS990ScheduleD/ExpensesSubtotalAmt010722483
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt014194
IRS990ScheduleD/InvestmentExpensesNotIncldAmt014194
IRS990ScheduleD/LandGrp/BookValueAmt03001686
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt03001686
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0254608
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0945659
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01200267
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0108975
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0356
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt147430
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt27
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OPERATING ENGINEEERS LOCAL 825
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO OPERATING ENGINEEERS LOCAL 825 WELFARE FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO OPERATING ENGINEEERS LOCAL 825 PENSION FUND
IRS990ScheduleD/RevenueNotReportedAmt0108975
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt014194
IRS990ScheduleD/RevenueSubtotalAmt011842116
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, 2024 AND 2023, 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, 2024, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2020 THROUGH 2022 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/TotalBookValueLandBuildingsAmt014522135
IRS990ScheduleD/TotalExpensesPerForm990Amt010736677

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $25M-$50M nonprofits