Civic Intelligence

Ohio Operating Engineers Apprenticeship Fund

990 • Fiscal year 2021 • EIN 31-6057717

Aug 01, 2020 to Jul 31, 2021 • Filed on Nov 18, 2021

Organization ProfileN/A

View Organization Page

1180 Dublin RoadColumbus, OH 43215

(614) 488-0708

Siviq Scores

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

Liabilities / Assets

25th percentile

0.04x

Higher debt load relative to assets than 25% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

25th percentile

0.10x

Higher debt load relative to revenue than 25% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

34th percentile

4.8%

Higher net margin than 34% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

22nd percentile

$145,607

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

28th percentile

2.8%

Faster asset growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-8.5%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$28,221,332

Up $763,763 (+2.8%) from 2020

Net Assets

Up

$27,057,153

Up $833,230 (+3.2%) from 2020

Liabilities

Down

$1,164,179

Down $69,467 (-5.6%) from 2020

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin34th percentile

Revenue

Down

$11,797,420

Down $1,093,508 (-8.5%) from 2020

Expenses

Up

$11,226,404

Up $914,993 (+8.9%) from 2020

Net Income

Down

$571,016

Down $2,008,501 (-78%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$40M$30M$20M$10M$0Assets 2013: $10,759,924Liabilities 2013: $1,408,845Net Assets 2013: $9,351,0792013Assets 2015: $13,292,169Liabilities 2015: $1,323,393Net Assets 2015: $11,968,7762015Assets 2016: $15,862,332Liabilities 2016: $1,763,503Net Assets 2016: $14,098,8292016Assets 2017: $19,607,679Liabilities 2017: $1,547,727Net Assets 2017: $18,059,9522017Assets 2018: $22,598,069Liabilities 2018: $879,540Net Assets 2018: $21,718,5292018Assets 2019: $25,276,680Liabilities 2019: $1,511,596Net Assets 2019: $23,765,0842019Assets 2020: $27,457,569Liabilities 2020: $1,233,646Net Assets 2020: $26,223,9232020Assets 2021: $28,221,332Liabilities 2021: $1,164,179Net Assets 2021: $27,057,1532021Assets 2022: $28,980,752Liabilities 2022: $1,199,685Net Assets 2022: $27,781,0672022Assets 2025: $31,316,822Liabilities 2025: $620,939Net Assets 2025: $30,695,8832025

Highlighted filing

2021

Assets$28,221,332
Liabilities$1,164,179
Net Assets$27,057,153
Open 2021 Filing

Operations Trend

Revenue Growth18th percentile

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

$20M$15M$10M$5.0M$0Expenses 2013: $5,958,0112013Revenue 2015: $8,894,114Expenses 2015: $7,472,679Net Income 2015: $1,421,4352015Revenue 2016: $10,903,353Expenses 2016: $8,736,993Net Income 2016: $2,166,3602016Revenue 2017: $13,220,728Expenses 2017: $9,259,605Net Income 2017: $3,961,1232017Revenue 2018: $14,230,467Expenses 2018: $10,571,890Net Income 2018: $3,658,5772018Revenue 2019: $12,611,659Expenses 2019: $10,452,371Net Income 2019: $2,159,2882019Revenue 2020: $12,890,928Expenses 2020: $10,311,411Net Income 2020: $2,579,5172020Revenue 2021: $11,797,420Expenses 2021: $11,226,404Net Income 2021: $571,0162021Revenue 2022: $13,084,626Expenses 2022: $12,368,981Net Income 2022: $715,6452022Revenue 2025: $16,276,416Expenses 2025: $14,387,178Net Income 2025: $1,889,2382025

Highlighted filing

2021

Revenue$11,797,420
Expenses$11,226,404
Net Income$571,016
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Nov 18, 2021
Return Version
2020v4.1
Gross Receipts
$11,881,354
Mission and Program Overview

Mission

The ohio operating engineers apprenticeship fund is a trust fund used for the fostering, planning and supervising, and in other ways providing the training of apprentices so that they may develop into skilled operating engineers.

To develop and train apprentices for the union of ohio operating engineers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$26,223,923$27,057,153▲ $833,230
Land, Buildings, and Equipment, Net$16,618,972$24,847,355▲ $8,228,383
Investments Other Securities$2,728,200--
Savings and Temporary Cash Investments$161,006$1,703,205▲ $1,542,199
Accounts Receivable$1,380,946$1,652,715▲ $271,769
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$27,457,569$28,221,332▲ $763,763
Other Assets Total$6,568,445$18,057▼ $6,550,388
Liabilities
Mortgage Notes Payable Secured by Investment Property$128,622$676,895▲ $548,273
Accounts Payable and Accrued Expenses$1,105,024$487,284▼ $617,740
Total Liabilities$1,233,646$1,164,179▼ $69,467
Net Assets / Fund Balance
Total Net Assets Fund Balance$26,223,923$27,057,153▲ $833,230
Total Liabilities and Net Assets / Fund Balance$27,457,569$28,221,332▲ $763,763

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$14,436,647$6,722,862$21,159,509
Equipment$7,580,785$9,980,036$17,560,821
Other Land Buildings$862,773$2,396,040$3,258,813
Land$1,951,736-$1,951,736
Leasehold Improvements$15,414$5,360$20,774
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Donald R BlackDirector of OperationsFT$138,786$6,821$145,607

Board Members and Trustees

NameTitle
Scott R StevensonChairman
Jeff SterlingVice Chairman
David G ConiglioAlternate Trustee
Ismael Gutierrez JrAlternate Trustee
Justin GabbardTrustee
Michael R BertoloneTrustee
Richard J HobbsTrustee
William Barth BurgettTrustee
Thomas ByersAssistant Secretary
Ron WallaceSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,511,555
Investment Income
$272,395
Other Revenue
$13,470
Change in Net Assets
$571,016

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,797,420
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$11,797,420
Total Revenue per Form 990
$11,797,420
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,976,915
Salaries, Compensation, and Employee Benefits$5,249,489
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,210,265$764,299-$3,974,564
Depreciation Depletion$1,987,268$20,837-$2,008,105
Pension Plan Contributions$624,492$117,651-$742,143
Occupancy$527,762$91,687-$619,449
All Other Expenses$219,186$287,843-$507,029
Payroll Taxes$323,467$63,708-$387,175
Insurance-$303,907-$303,907
Other Expenses$243,633$3,104-$246,737
Current Officers, Directors, Trustees, and Key Employees$117,837$27,770-$145,607
Office Expenses$59,252$85,146-$144,398
Travel$56,873$13,733-$70,606
Fees for Services Legal-$37,808-$37,808
Fees for Services Accounting-$14,642-$14,642
Total Functional Expenses$9,290,891$1,935,513$0$11,226,404

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,226,404
Total Expenses per Audited Statements$11,226,404
Total Expenses per Form 990$11,226,404
Expenses Not Reported on Financial Statements$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
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

“A copy of the federal form 990 is reviewed and approved by the administrator prior to filing the return with the internal revenue service.”

Form 990, Part VI, Section B, Line 15

“Compensation of top management officials and other key employees is determined by the board of directors using comparability data provided by the international foundation of benefit plans.”

Form 990, Part VI, Section C, Line 19

“The aforementioned governing documents are available upon request to members only, but limited access is provided to the public. The financial statements of the organization are reported annually in the ohio operating engineers local 18 monthly magazine - the buckeye engineer.”

Filing and Contact Details

Filer

Filer Name
Ohio Operating Engineers Apprenticeship
EIN
31-6057717
Phone
6144880708
Address
1180 DUBLIN ROAD, COLUMBUS, OH 43215

Signing Officer

Name
Donald R Black
Title
Administrator
Phone
6144880708
Signed
2021-11-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald R Black
Formed
1965
Legal Domicile
Oh
Voting Board Members
10
Independent Board Members
10
Employees
62
Volunteers
10

Preparer

Firm
Ciuni & Panichi Inc
Address
25201 CHAGRIN BLVD 200, CLEVELAND, OH 44122-5683
Preparer
Jeffrey R Spencer CPA
Phone
2168317171
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Net gain/(loss) on staff pension plan 262,214.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plan's assets is intended to qualify pursuant to section 501(c)(3) of the internal revenue code (irc). However, as a result of the plan's funding policy, from time to time, the trust may be subject to income taxes. No federal or state income taxes have been recorded during the years ended july 31, 2021 and 2020 for unrelated business taxable income. In addition, the plan and trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service (irs). The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06568445
IRS990/OtherAssetsTotalGrp/EOYAmt018057
IRS990/OtherChangesInNetAssetsAmt0262214
IRS990/OtherExpensesGrp/Desc0EQP RENT/MAINT/REP/SUP
IRS990/OtherExpensesGrp/Desc1STAFF WELFARE CONTRIB
IRS990/OtherExpensesGrp/Desc2AUTOMOBILE EXPENSE
IRS990/OtherExpensesGrp/Desc3INSTRUC MATERIAL/PROMO
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0101778
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11600
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23104
IRS990/OtherExpensesGrp/ProgramServicesAmt01044929
IRS990/OtherExpensesGrp/ProgramServicesAmt1416899
IRS990/OtherExpensesGrp/ProgramServicesAmt2459028
IRS990/OtherExpensesGrp/ProgramServicesAmt3243633
IRS990/OtherExpensesGrp/TotalAmt01044929
IRS990/OtherExpensesGrp/TotalAmt1518677
IRS990/OtherExpensesGrp/TotalAmt2460628
IRS990/OtherExpensesGrp/TotalAmt3246737
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt013470
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013470
IRS990/OtherRevenueTotalAmt013470
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0764299
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03210265
IRS990/OtherSalariesAndWagesGrp/TotalAmt03974564
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt063708
IRS990/PayrollTaxesGrp/ProgramServicesAmt0323467
IRS990/PayrollTaxesGrp/TotalAmt0387175
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0117651
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0624492
IRS990/PensionPlanContributionsGrp/TotalAmt0742143
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DONALD R BLACK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1INDUSTRY TRAINING PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc2COLLEGE INCOME
IRS990/ProgramServiceRevenueGrp/Desc3LATE CHARGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011020654
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1295463
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2187007
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt38431
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011020654
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1295463
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2187007
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt38431
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt053993
IRS990/PYOtherExpensesAmt05558143
IRS990/PYOtherRevenueAmt028269
IRS990/PYProgramServiceRevenueAmt012808666
IRS990/PYRevenuesLessExpensesAmt02579517
IRS990/PYSalariesCompEmpBnftPaidAmt04753268
IRS990/PYTotalExpensesAmt010311411
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012890928
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0571016
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt011570868
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt026223923
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt027057153
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0161006
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01703205
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0226552
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt047619
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0105687
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt037488
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06802
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0424148
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011511555
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt012808666
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt012458890
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt014080160
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt013083597
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt063942868
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0226552
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt047619
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0105687
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt037488
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06802
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0424148
IRS990ScheduleA/InvestmentIncomeCYPct00.00660
IRS990ScheduleA/InvestmentIncomePYPct00.00320
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt013470
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt028269
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt026416
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0135686
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt088849
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0292690
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98890
IRS990ScheduleA/PublicSupportPY509Pct00.99160
IRS990ScheduleA/PublicSupportTotal509Amt063942868
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt011511555
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt012808666
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt012458890
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014080160
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt013083597
IRS990ScheduleA/Total509Grp/TotalAmt063942868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011751577
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt012884554
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt012590993
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt014253334
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt013179248
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt064659706
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt014436647
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06722862
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt021159509
IRS990ScheduleD/EquipmentGrp/BookValueAmt07580785
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09980036
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt017560821
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt011226404
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01951736
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01951736
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt015414
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt05360
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt020774
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0862773
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02396040
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03258813
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt011797420
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME, THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED DURING THE YEARS ENDED JULY 31, 2021 AND 2020 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt024847355
IRS990ScheduleD/TotalExpensesPerForm990Amt011226404
IRS990ScheduleD/TotalRevenuePerForm990Amt011797420
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt011797420
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt011226404
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FEDERAL FORM 990 IS REVIEWED AND APPROVED BY THE ADMINISTRATOR PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION OF TOP MANAGEMENT OFFICIALS AND OTHER KEY EMPLOYEES IS DETERMINED BY THE BOARD OF DIRECTORS USING COMPARABILITY DATA PROVIDED BY THE INTERNATIONAL FOUNDATION OF BENEFIT PLANS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE AFOREMENTIONED GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST TO MEMBERS ONLY, BUT LIMITED ACCESS IS PROVIDED TO THE PUBLIC. THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE REPORTED ANNUALLY IN THE OHIO OPERATING ENGINEERS LOCAL 18 MONTHLY MAGAZINE - THE BUCKEYE ENGINEER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NET GAIN/(LOSS) ON STAFF PENSION PLAN 262,214.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,221,332
Liabilities
$1,164,179
Net assets
$27,057,153
Revenue
$11,797,420
Expenses
$11,226,404
Net income
$571,016
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.3$0.62$30.7$16.3$14.4$1.89
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.0$1.20$27.8$13.1$12.4$0.72
2021Detailed filing. Detailed filing data is available for this year.$28.2$1.16$27.1$11.8$11.2$0.57
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.5$1.23$26.2$12.9$10.3$2.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$1.51$23.8$12.6$10.5$2.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.6$0.88$21.7$14.2$10.6$3.66
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.6$1.55$18.1$13.2$9.26$3.96
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.9$1.76$14.1$10.9$8.74$2.17
2015Detailed filing. Detailed filing data is available for this year.$13.3$1.32$12.0$8.89$7.47$1.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$1.41$9.35$5.96