Civic Intelligence

Operating Engineers Apprshp & Skill Improvement Committee for Cent IL

990 • Fiscal year 2024 • EIN 37-0918073

May 01, 2023 to Apr 30, 2024 • Filed on Dec 04, 2024

Organization ProfileN/A
3520 East CookSpringfield, IL 62703

(217) 498-7798

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

69th percentile

16%

Higher net margin than 69% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

93rd percentile

$247,910

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

81st percentile

24%

Faster asset growth than 81% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

23%

Faster revenue growth than 69% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$1,915,521

Up $368,079 (+24%) from 2023

Net Assets

Up

$1,912,675

Up $367,190 (+24%) from 2023

Liabilities

Up

$2,846

Up $889 (+45%) from 2023

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin69th percentile

Revenue

Up

$2,305,601

Up $425,659 (+23%) from 2023

Expenses

Down

$1,938,411

Down $252,689 (-12%) from 2023

Net Income

Up

$367,190

Up $678,348 (+218%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$3.0M$2.0M$1.0M$0Assets 2017: $1,860,810Liabilities 2017: $79,109Net Assets 2017: $1,781,7012017Assets 2018: $1,477,020Liabilities 2018: $108,092Net Assets 2018: $1,368,9282018Assets 2019: $1,386,105Liabilities 2019: $55,171Net Assets 2019: $1,330,9342019Assets 2020: $1,294,122Liabilities 2020: $7,493Net Assets 2020: $1,286,6292020Assets 2021: $1,528,938Liabilities 2021: $3,519Net Assets 2021: $1,525,4192021Assets 2022: $1,861,371Liabilities 2022: $4,728Net Assets 2022: $1,856,6432022Assets 2023: $1,547,442Liabilities 2023: $1,957Net Assets 2023: $1,545,4852023Assets 2024: $1,915,521Liabilities 2024: $2,846Net Assets 2024: $1,912,6752024Assets 2025: $2,964,960Liabilities 2025: $26,252Net Assets 2025: $2,938,7082025

Highlighted filing

2024

Assets$1,915,521
Liabilities$2,846
Net Assets$1,912,675
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $1,917,917Expenses 2017: $1,498,226Net Income 2017: $419,6912017Revenue 2018: $1,331,462Expenses 2018: $1,744,235Net Income 2018: -$412,7732018Revenue 2019: $1,416,694Expenses 2019: $1,454,688Net Income 2019: -$37,9942019Revenue 2020: $1,257,621Expenses 2020: $1,301,926Net Income 2020: -$44,3052020Revenue 2021: $1,686,187Expenses 2021: $1,447,397Net Income 2021: $238,7902021Revenue 2022: $2,330,300Expenses 2022: $1,999,076Net Income 2022: $331,2242022Revenue 2023: $1,879,942Expenses 2023: $2,191,100Net Income 2023: -$311,1582023Revenue 2024: $2,305,601Expenses 2024: $1,938,411Net Income 2024: $367,1902024Revenue 2025: $3,432,030Expenses 2025: $2,405,997Net Income 2025: $1,026,0332025

Highlighted filing

2024

Revenue$2,305,601
Expenses$1,938,411
Net Income$367,190
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Dec 4, 2024
Return Version
2023v5.1
Gross Receipts
$2,305,601
Mission and Program Overview

Mission

Provide an apprentice training program for new union members.

To provide an apprentice training program for new union members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$248,148$744,804▲ $496,656
Land, Buildings, and Equipment, Net$840,358$711,043▼ $129,315
Other Notes and Loans Receivable, Net$250,000$250,000→ $0
Savings and Temporary Cash Investments$208,936$209,674▲ $738
Total Assets$1,547,442$1,915,521▲ $368,079
Liabilities
Accounts Payable and Accrued Expenses$1,957$2,846▲ $889
Total Liabilities$1,957$2,846▲ $889
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,545,485$1,912,675▲ $367,190
Total Net Assets Fund Balance$1,545,485$1,912,675▲ $367,190
Total Liabilities and Net Assets / Fund Balance$1,547,442$1,915,521▲ $368,079

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$267,171$1,755,174$2,022,345
Buildings$294,976$383,010$677,986
Land$148,896-$148,896
Compensation and Service Providers
Top Officer Pay93rd percentile

Board Members and Trustees

NameTitle
Jason RhoadesChairman
Chris ArnoldTrustee
Denney BangertTrustee
Mitch SchinzlerTrustee
Robert DunnTrustee
Patrick MccahertyCoordinator
Barney FlattSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,282,330
Investment Income
$7,576
Other Revenue
$15,695
Change in Net Assets
$367,190

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,305,601
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,305,601
Total Revenue per Form 990
$2,305,601
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,022,790
Salaries, Compensation, and Employee Benefits$915,621
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$408,694$130,973-$539,667
Other Employee Benefits$141,902$45,474-$187,376
Pension Plan Contributions$110,578$35,437-$146,015
Depreciation Depletion$104,493$33,487-$137,980
Insurance$46,518$14,907-$61,425
All Other Expenses$53,415$5,155-$58,570
Occupancy$19,301$28,950-$48,251
Payroll Taxes$32,233$10,330-$42,563
Office Expenses-$31,388-$31,388
Other Expenses$25,193--$25,193
Fees for Services Accounting$14,438$4,627-$19,065
Fees for Services Legal$10,079$3,230-$13,309
Advertising$2,050$657-$2,707
Conferences and Meetings$482--$482
Total Functional Expenses$1,593,796$344,615$0$1,938,411

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,938,411
Total Expenses per Audited Statements$1,938,411
Total Expenses per Form 990$1,938,411
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
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
Yes
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 chairman of the board reviews the 990 before it is filed.”

Form 990, Part VI, Section B, Line 12C

“Board members are required to disclose conflicts of interest annually and any conflicts of interest are discussed at board of director meetings.”

Form 990, Part VI, Section B, Line 15A

“The coordinator's salary is determined by the related local organization. This process includes review and approval by the related board of directors.”

Form 990, Part VI, Section C, Line 19

“Copies are available for review at the local union 965 and also at union meetings.”

Filing and Contact Details

Filer

Filer Name
Operating Engineers Apprenticeship
EIN
37-0918073
Phone
2174987798
Address
3520 EAST COOK, SPRINGFIELD, IL 62703

Signing Officer

Name
Jason Rhoades
Title
Chairman
Phone
2174987798
Signed
2024-12-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Rhoades
Formed
1968
Legal Domicile
Il
Voting Board Members
5
Independent Board Members
3
Employees
9
Volunteers
0

Preparer

Firm
Kerber Eck & Braeckel Llp
Address
3200 ROBBINS ROAD STE 200A, SPRINGFIELD, IL 62704
Preparer
Josh C Clark
Phone
2177890960
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Form 990, part xii, line 2c - the board of directors oversee the audit and selection of independent accountants.”

Financial Statement Notes

PART X, LINE 2:

“The committee has recognized in the financial statements the effects of all tax positions and continually evaluates expiring statutes of limitations, audits, changes in tax law, and new authoritative rulings. The committee is not aware of any circumstances or events that make it reasonably possible that unrecognized tax benefits may increase or decrease within 12 months of the date of the statement of assets, liabilities and net assets. Penalties and interest assessed by taxing authorities are included in tax expense, if applicable. There were no interest or penalties paid during fiscal year 2024 or 2023.”

Raw XML AppendixShowing 400 of 505 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01957
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02846
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE AN APPRENTICE TRAINING PROGRAM FOR NEW UNION MEMBERS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0657
IRS990/AdvertisingGrp/ProgramServicesAmt02050
IRS990/AdvertisingGrp/TotalAmt02707
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt05155
IRS990/AllOtherExpensesGrp/ProgramServicesAmt053415
IRS990/AllOtherExpensesGrp/TotalAmt058570
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PATRICK MCCAHERTY
IRS990/BooksInCareOfDetail/PhoneNum02174987798
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03208 YOUNG ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MECHANICSBURG
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd062545
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0248148
IRS990/CashNonInterestBearingGrp/EOYAmt0744804
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0482
IRS990/ConferencesMeetingsGrp/TotalAmt0482
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt07576
IRS990/CYOtherExpensesAmt01022790
IRS990/CYOtherRevenueAmt015695
IRS990/CYProgramServiceRevenueAmt02282330
IRS990/CYRevenuesLessExpensesAmt0367190
IRS990/CYSalariesCompEmpBnftPaidAmt0915621
IRS990/CYTotalExpensesAmt01938411
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02305601
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt033487
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0104493
IRS990/DepreciationDepletionGrp/TotalAmt0137980
IRS990/Desc0REVENUE AND EXPENSES RELATED TO HOLDING THE APPRENTICESHIP TRAINING CLASSES AND THE COSTS OF THE CLASS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt09
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01593796
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04627
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt014438
IRS990/FeesForServicesAccountingGrp/TotalAmt019065
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03230
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt010079
IRS990/FeesForServicesLegalGrp/TotalAmt013309
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt039.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt139.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt239.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt095060
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt466117
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt588971
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt689567
IRS990/Form990PartVIISectionAGrp/PersonNm0JASON RHOADES
IRS990/Form990PartVIISectionAGrp/PersonNm1BARNEY FLATT
IRS990/Form990PartVIISectionAGrp/PersonNm2ROBERT DUNN
IRS990/Form990PartVIISectionAGrp/PersonNm3MITCH SCHINZLER
IRS990/Form990PartVIISectionAGrp/PersonNm4DENNEY BANGERT
IRS990/Form990PartVIISectionAGrp/PersonNm5CHRIS ARNOLD
IRS990/Form990PartVIISectionAGrp/PersonNm6PATRICK MCCAHERTY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0152850
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt493450
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5136633
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6138710
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6COORDINATOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02305601
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt014907
IRS990/InsuranceGrp/ProgramServicesAmt046518
IRS990/InsuranceGrp/TotalAmt061425
IRS990/InvestmentIncomeGrp/ExclusionAmt07576
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07576
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02138184
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0840358
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0711043
IRS990/LandBldgEquipCostOrOtherBssAmt02849227
IRS990/LegalDomicileStateCd0IL
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE AN APPRENTICE TRAINING PROGRAM FOR NEW UNION MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01545485
IRS990/NetAssetsOrFundBalancesEOYAmt01912675
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01545485
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01912675
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt028950
IRS990/OccupancyGrp/ProgramServicesAmt019301
IRS990/OccupancyGrp/TotalAmt048251
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt031388
IRS990/OfficeExpensesGrp/TotalAmt031388
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt045474
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0141902
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0187376
IRS990/OtherExpensesGrp/Desc0EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc1NATIONAL TRAINING FEE
IRS990/OtherExpensesGrp/Desc2EQUIPMENT FUEL
IRS990/OtherExpensesGrp/Desc3TRAINING SITE EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt0531265
IRS990/OtherExpensesGrp/ProgramServicesAmt148779
IRS990/OtherExpensesGrp/ProgramServicesAmt244376
IRS990/OtherExpensesGrp/ProgramServicesAmt325193
IRS990/OtherExpensesGrp/TotalAmt0531265
IRS990/OtherExpensesGrp/TotalAmt148779
IRS990/OtherExpensesGrp/TotalAmt244376
IRS990/OtherExpensesGrp/TotalAmt325193
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt015695
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015695
IRS990/OtherRevenueTotalAmt015695
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0130973
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0408694
IRS990/OtherSalariesAndWagesGrp/TotalAmt0539667
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0250000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0250000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010330
IRS990/PayrollTaxesGrp/ProgramServicesAmt032233
IRS990/PayrollTaxesGrp/TotalAmt042563
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt035437
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0110578
IRS990/PensionPlanContributionsGrp/TotalAmt0146015
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JASON RHOADES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611519
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02282330
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02282330
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010418
IRS990/PYOtherExpensesAmt01133015
IRS990/PYOtherRevenueAmt032556
IRS990/PYProgramServiceRevenueAmt01836968
IRS990/PYRevenuesLessExpensesAmt0-311158
IRS990/PYSalariesCompEmpBnftPaidAmt01058085
IRS990/PYTotalExpensesAmt02191100
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01879942
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0367190
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02298025
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0208936
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0209674
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0294976
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0383010
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0677986
IRS990ScheduleD/EquipmentGrp/BookValueAmt0267171
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01755174
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02022345
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01938411
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0148896
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0148896
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02305601
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE COMMITTEE HAS RECOGNIZED IN THE FINANCIAL STATEMENTS THE EFFECTS OF ALL TAX POSITIONS AND CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, CHANGES IN TAX LAW, AND NEW AUTHORITATIVE RULINGS. THE COMMITTEE IS NOT AWARE OF ANY CIRCUMSTANCES OR EVENTS THAT MAKE IT REASONABLY POSSIBLE THAT UNRECOGNIZED TAX BENEFITS MAY INCREASE OR DECREASE WITHIN 12 MONTHS OF THE DATE OF THE STATEMENT OF ASSETS, LIABILITIES AND NET ASSETS. PENALTIES AND INTEREST ASSESSED BY TAXING AUTHORITIES ARE INCLUDED IN TAX EXPENSE, IF APPLICABLE. THERE WERE NO INTEREST OR PENALTIES PAID DURING FISCAL YEAR 2024 OR 2023.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0711043
IRS990ScheduleD/TotalExpensesPerForm990Amt01938411
IRS990ScheduleD/TotalRevenuePerForm990Amt02305601
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02305601
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01938411
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0INCLUDED IN NEWSPAPER ADVERTISEMENT
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0137800
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1138710
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2136633
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt393450
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt046645
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt144288
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt244390
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt334794
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt048415
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt145279
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt244581
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt331323
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt015050
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JASON RHOADES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1PATRICK MCCAHERTY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2CHRIS ARNOLD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3DENNEY BANGERT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1COORDINATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0247910
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1228277
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2225604
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3159567
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CHAIRMAN OF THE BOARD REVIEWS THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST ANNUALLY AND ANY CONFLICTS OF INTEREST ARE DISCUSSED AT BOARD OF DIRECTOR MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COORDINATOR'S SALARY IS DETERMINED BY THE RELATED LOCAL ORGANIZATION. THIS PROCESS INCLUDES REVIEW AND APPROVAL BY THE RELATED BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES ARE AVAILABLE FOR REVIEW AT THE LOCAL UNION 965 AND ALSO AT UNION MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990, PART XII, LINE 2C - THE BOARD OF DIRECTORS OVERSEE THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd01
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL #965

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,915,521
Liabilities
$2,846
Net assets
$1,912,675
Revenue
$2,305,601
Expenses
$1,938,411
Net income
$367,190
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.96$0.03$2.94$3.43$2.41$1.03
2024Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.91$2.31$1.94$0.37
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.00$1.55$1.88$2.19$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$2.33$2.00$0.33
2021Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$1.69$1.45$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.01$1.29$1.26$1.30$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.39$0.06$1.33$1.42$1.45$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.48$0.11$1.37$1.33$1.74$0.41
2017Detailed filing. Detailed filing data is available for this year.$1.86$0.08$1.78$1.92$1.50$0.42