Liabilities / Assets
40th percentile
Higher debt load relative to assets than 40% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
40th percentile
Higher debt load relative to assets than 40% of similar nonprofits.
Liabilities / Revenue
46th percentile
Higher debt load relative to revenue than 46% of similar nonprofits.
Net Margin
13th percentile
Higher net margin than 13% of similar nonprofits.
Top Officer Pay
47th percentile
Higher top officer pay than 47% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
28th percentile
Faster asset growth than 28% of similar nonprofits.
Revenue Growth
46th percentile
Faster revenue growth than 46% of similar nonprofits.
Assets
Up$19,967,879
Up $300,544 (+1.5%) from 2023
Net Assets
Up$19,892,468
Up $481,198 (+2.5%) from 2023
Liabilities
Down$75,411
Down $180,654 (-71%) from 2023
Revenue
Up$4,406,652
Up $260,366 (+6.3%) from 2023
Expenses
Up$4,830,997
Up $668,574 (+16%) from 2023
Net Income
Down-$424,345
Down $408,208 (-2530%) from 2023
The purpose of the fund is to provide health and welfare benefits to eligible participants and their beneficiaries in accordance with a collective bargaining agreement between local union 312 of the international union of operting engineers and signatory employers.
The fund provided health and welfare benefits to eligible participants and their beneficiaries
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $19,127,588 | $19,390,531 | ▲ $262,943 |
| Accounts Receivable | $466,028 | $402,833 | ▼ $63,195 |
| Savings and Temporary Cash Investments | $73,719 | $174,515 | ▲ $100,796 |
| Total Assets | $19,667,335 | $19,967,879 | ▲ $300,544 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $58,300 | $73,612 | ▲ $15,312 |
| Other Liabilities | $197,765 | $1,799 | ▼ $195,966 |
| Total Liabilities | $256,065 | $75,411 | ▼ $180,654 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $19,411,270 | $19,892,468 | ▲ $481,198 |
| Total Net Assets Fund Balance | $19,411,270 | $19,892,468 | ▲ $481,198 |
| Total Liabilities and Net Assets / Fund Balance | $19,667,335 | $19,967,879 | ▲ $300,544 |
| Name | Title |
|---|---|
| Keith Brown | Chairman |
| Jacob Epperson | Trustee |
| James Guarnieri | Trustee |
| Jo Ellen Tomberlin | Trustee |
| Lee Bailey | Trustee |
| Richard Moseley | Trustee |
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| Blue Cross Blue Shield | Claims Administration | 450 RIVERCHASE PARKWAY EAST, Birmingham, AL 35298 | $266,237 |
| Line Item | Amount |
|---|---|
| Other Expenses | $507,147 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $4,323,850 |
| Fees for Services Management | - | - | - | $93,834 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $70,496 |
| Fees for Services Other | - | - | - | $22,985 |
| Fees for Services Accounting | - | - | - | $13,126 |
| Insurance | - | - | - | $9,793 |
| Fees for Services Legal | - | - | - | $6,300 |
| Office Expenses | - | - | - | $3,639 |
| Conferences and Meetings | - | - | - | $2,467 |
| Other Expenses | - | - | - | $1,836 |
| All Other Expenses | - | - | - | $1,195 |
| Total Functional Expenses | $0 | $0 | $0 | $4,830,997 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $4,830,997 |
| Expenses per Audited Statements | $4,775,501 |
| Total Expenses per Audited Statements | $4,775,501 |
| Expenses Not Reported on Financial Statements | $55,496 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Due to Brokers | $1,799 |
“Form 990 is presented to the board of trustees for review. The return is reviewed and accepted. Any changes are made prior to filing.”
“The organization reviews its conflict of interest policy on a regular basis and requires trustees to acknowledge their adherence to policy guidelines”
“The organization makes its financial statements and governing documents available to the public upon written request”
“The board of trustees are responsible foe the oversight of the audit. There has been no change in the oversight process.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 58300 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 73612 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 466028 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 402833 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | THE FUND PROVIDED HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 1195 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 4323850 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | The Organization |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8009599583 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 100 CRESCENT CENTRE PARKWAY 340 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | TUCKER |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | GA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 30084 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 2467 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 266237 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 450 RIVERCHASE PARKWAY EAST |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | BIRMINGHAM |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | AL |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 35298 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | BLUE CROSS BLUE SHIELD |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | CLAIMS ADMINISTRATION |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 4323850 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 654048 |
| IRS990/CYOtherExpensesAmt | 0 | 507147 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 3752604 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -424345 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 4830997 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 4406652 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | THE FUND PROVIDED HEALTH BENEFITS TO ELIGIBLE MEMBERS. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 13126 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 6300 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 93834 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 22985 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 70496 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 10.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 5.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | KEITH BROWN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | LEE BAILEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JACOB EPPERSON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JAMES GUARNIERI |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | JO ELLEN TOMBERLIN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | RICHARD MOSELEY |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1971 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 32834 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 12439794 |
| IRS990/GrossReceiptsAmt | 0 | 16813612 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 9793 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 621214 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 621214 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 19127588 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 19390531 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | GA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 12406960 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | THE PURPOSE OF THE FUND IS TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES IN ACCORDANCE WITH A COLLECTIVE BARGAINING AGREEMENT BETWEEN LOCAL UNION 312 OF THE INTERNATIONAL UNION OF OPERTING ENGINEERS AND SIGNATORY EMPLOYERS. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 19411270 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 19892468 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 32834 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 32834 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 905543 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 19411270 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 19892468 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 3639 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | CLAIMS ADMINISTRATION |
| IRS990/OtherExpensesGrp/Desc | 1 | EDUCATIONAL CONFERENCES |
| IRS990/OtherExpensesGrp/Desc | 2 | BANK CHARGES |
| IRS990/OtherExpensesGrp/Desc | 3 | PCORI FEE |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 266237 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 8712 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 6527 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 1836 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 197765 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 1799 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | KEITH BROWN |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | PARTICIPANT CONTRIBUTI |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3557360 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 195244 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 3557360 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 195244 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 3633581 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 354922 |
| IRS990/PYOtherExpensesAmt | 0 | 528842 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 3791364 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -16137 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 4162423 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 4146286 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -424345 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 73719 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 174515 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 55496 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 4775501 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 55496 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 55496 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 905543 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 1799 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | DUE TO BROKERS |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 905543 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 55496 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 4351156 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 4830997 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 1799 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 4406652 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 5256699 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 4775501 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW. THE RETURN IS REVIEWED AND ACCEPTED. ANY CHANGES ARE MADE PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE ORGANIZATION REVIEWS ITS CONFLICT OF INTEREST POLICY ON A REGULAR BASIS AND REQUIRES TRUSTEES TO ACKNOWLEDGE THEIR ADHERENCE TO POLICY GUIDELINES |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE BOARD OF TRUSTEES ARE RESPONSIBLE FOE THE OVERSIGHT OF THE AUDIT. THERE HAS BEEN NO CHANGE IN THE OVERSIGHT PROCESS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section B, line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section B, line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part XII, Line 2c: |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL #312 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 630108390 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | AL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | ACT AS COLLECTIVE BARGAINING AGENT ON BEHALF OF ITS MEMBERS |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 1751 HIGHWAY 150 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | BESSEMER |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | AL |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 35022 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 19667335 |
| IRS990/TotalAssetsEOYAmt | 0 | 19967879 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 19667335 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 19967879 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 4830997 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 256065 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 75411 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 256065 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 75411 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 19411270 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 19892468 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 3752604 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 621214 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3785438 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 4406652 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 19667335 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 19967879 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 100 CRESCENT CENTRE PARKWAY 340 |
| IRS990/USAddress/CityNm | 0 | TUCKER |
| IRS990/USAddress/StateAbbreviationCd | 0 | GA |
| IRS990/USAddress/ZIPCd | 0 | 30084 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | NA |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | KEITH BROWN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CHAIRMAN |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8009593953 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-12-23 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | OPERATING ENGINEERS LOCAL 312 H&W |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | OPER |
| ReturnHeader/Filer/EIN | 0 | 237102671 |
| ReturnHeader/Filer/PhoneNum | 0 | 8009593953 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 100 CRESCENT CENTRE PARKWAY 340 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | TUCKER |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | GA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 30084 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 650140643 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | STEVEN D EISENBERG CPA PA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 7700 CONGRESS AVENUE STE 1128 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BOCA RATON |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 33487 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9548469490 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-12-23 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | STEVEN D EISENBERG |
| ReturnHeader/ReturnTs | 0 | 2024-12-23T16:48:11-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-03-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-02-29 |
| ReturnHeader/TaxYr | 0 | 2023 |
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Displayed year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.