Civic Intelligence

Operating Engineers Apprenticeship Trust Fund Local 649

990 • Fiscal year 2021 • EIN 37-0920330

May 01, 2020 to Apr 30, 2021 • Filed on Sep 15, 2021

Organization ProfileWWW.IUOE649.ORG

View Organization Page

7121 W Schoolhouse RdBartonville, IL 61607

(309) 697-1357

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

9th percentile

0.00x

Higher debt load relative to revenue than 9% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

85th percentile

46%

Higher net margin than 85% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

79th percentile

$207,211

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

79th percentile

28%

Faster asset growth than 79% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

61st percentile

21%

Faster revenue growth than 61% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$9,290,850

Up $2,013,878 (+28%) from 2020

Net Assets

Up

$9,287,587

Up $2,012,283 (+28%) from 2020

Liabilities

Up

$3,263

Up $1,595 (+96%) from 2020

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin85th percentile

Revenue

Up

$4,355,753

Up $752,046 (+21%) from 2020

Expenses

Up

$2,343,470

Up $218,300 (+10%) from 2020

Net Income

Up

$2,012,283

Up $533,746 (+36%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$15M$10M$5.0M$0Assets 2014: $4,239,078Liabilities 2014: $4,790Net Assets 2014: $4,234,2882014Assets 2015: $5,061,679Liabilities 2015: $4,939Net Assets 2015: $5,056,7402015Assets 2016: $5,560,578Liabilities 2016: $4,186Net Assets 2016: $5,556,3922016Assets 2017: $5,759,458Liabilities 2017: $3,432Net Assets 2017: $5,756,0262017Assets 2018: $5,542,530Liabilities 2018: $152,073Net Assets 2018: $5,390,4572018Assets 2019: $5,800,517Liabilities 2019: $3,750Net Assets 2019: $5,796,7672019Assets 2020: $7,276,972Liabilities 2020: $1,668Net Assets 2020: $7,275,3042020Assets 2021: $9,290,850Liabilities 2021: $3,263Net Assets 2021: $9,287,5872021Assets 2022: $10,937,471Liabilities 2022: $3,138Net Assets 2022: $10,934,3332022Assets 2023: $12,471,154Liabilities 2023: $4,542Net Assets 2023: $12,466,6122023Assets 2024: $12,879,611Liabilities 2024: $6,736Net Assets 2024: $12,872,8752024Assets 2025: $12,838,776Liabilities 2025: $7,322Net Assets 2025: $12,831,4542025

Highlighted filing

2021

Assets$9,290,850
Liabilities$3,263
Net Assets$9,287,587
Open 2021 Filing

Operations Trend

Revenue Growth61st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $3,394,121Expenses 2014: $2,065,902Net Income 2014: $1,328,2192014Revenue 2015: $3,084,924Expenses 2015: $2,262,472Net Income 2015: $822,4522015Revenue 2016: $3,113,197Expenses 2016: $2,613,545Net Income 2016: $499,6522016Revenue 2017: $2,916,520Expenses 2017: $2,716,886Net Income 2017: $199,6342017Revenue 2018: $2,213,566Expenses 2018: $2,579,135Net Income 2018: -$365,5692018Revenue 2019: $2,792,700Expenses 2019: $2,386,390Net Income 2019: $406,3102019Revenue 2020: $3,603,707Expenses 2020: $2,125,170Net Income 2020: $1,478,5372020Revenue 2021: $4,355,753Expenses 2021: $2,343,470Net Income 2021: $2,012,2832021Revenue 2022: $4,315,433Expenses 2022: $2,668,687Net Income 2022: $1,646,7462022Revenue 2023: $4,601,454Expenses 2023: $3,069,175Net Income 2023: $1,532,2792023Revenue 2024: $4,083,111Expenses 2024: $3,664,439Net Income 2024: $418,6722024Revenue 2025: $4,099,060Expenses 2025: $4,166,861Net Income 2025: -$67,8012025

Highlighted filing

2021

Revenue$4,355,753
Expenses$2,343,470
Net Income$2,012,283
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Sep 15, 2021
Return Version
2020v4.1
Gross Receipts
$4,355,753
Mission and Program Overview

Mission

APPRENTICE TRAINING

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,679,891$4,867,707▲ $187,816
Savings and Temporary Cash Investments$2,596,931$4,419,684▲ $1,822,753
Cash and Non-Interest-Bearing Accounts$150$150→ $0
Total Assets$7,276,972$9,290,850▲ $2,013,878
Other Assets Total$0$3,309▲ $3,309
Liabilities
Accounts Payable and Accrued Expenses$1,668$3,263▲ $1,595
Total Liabilities$1,668$3,263▲ $1,595
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,275,304$9,287,587▲ $2,012,283
Total Net Assets Fund Balance$7,275,304$9,287,587▲ $2,012,283
Total Liabilities and Net Assets / Fund Balance$7,276,972$9,290,850▲ $2,013,878

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,660,944$2,689,034$4,349,978
Buildings$2,827,580$806,229$3,633,809
Land$336,546-$336,546
Other Land Buildings$42,637$196,796$239,433
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Danny HollenbackTraining DirectorFT$119,444$87,767$207,211

Board Members and Trustees

NameTitle
Darren SmithChairman
Aric GartnerTrustee
John BashamTrustee
Michael CullinanTrustee
Tom MeischnerTrustee
Brett Villarreal - FormerTrustee & Sec/treas
Michael HighTrustee & Sec/treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,329,171
Investment Income
$684
Other Revenue
$25,898
Change in Net Assets
$2,012,283

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,355,753
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,355,753
Total Revenue per Form 990
$4,355,753
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,380,517
Salaries, Compensation, and Employee Benefits$962,953
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$453,846$50,427-$504,273
Other Salaries and Wages$330,457$51,730-$382,187
Pension Plan Contributions$191,371$48,669-$240,040
Current Officers, Directors, Trustees, and Key Employees$217,713--$217,713
Occupancy$187,897--$187,897
Insurance$89,135$9,904-$99,039
Other Employee Benefits$58,853$19,320-$78,173
Travel$41,247$14,161-$55,408
Office Expenses-$54,196-$54,196
Payroll Taxes$40,439$4,401-$44,840
All Other Expenses$37,069$492-$37,561
Other Expenses$32,572--$32,572
Fees for Services Accounting-$17,830-$17,830
Fees for Services Legal-$12,400-$12,400
Advertising$6,000--$6,000
Conferences and Meetings-$1,106-$1,106
Interest-$39-$39
Total Functional Expenses$2,058,795$284,675$0$2,343,470

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,343,470
Total Expenses per Audited Statements$2,343,470
Total Expenses per Form 990$2,343,470
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
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 received by a trustee before it is electronically filed.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Local 649 Operating Engineers
EIN
37-0920330
Phone
3096971357
Address
7121 W SCHOOLHOUSE RD, BARTONVILLE, IL 61607

Signing Officer

Name
Darren Smith
Title
Chairman
Phone
3096970070
Signed
2021-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Darren Smith
Formed
1969
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
6
Employees
7
Volunteers
0

Preparer

Firm
Romolo & Associates LLC
Address
1700 W LUTHY DRIVE, PEORIA, IL 61615
Preparer
Jennifer Smith
Phone
3096822001
Supplemental Narrative

Additional Explanations

Part XI, Line 1

“The organization uses the modified cash basis of accounting”

Form 990 Part XII, Line 2C

“The plan has not changed their oversight process.”

Financial Statement Notes

PART X, LINE 2:

“The plan obtained its latest determination letter in june 1970, in which the irs stated that the plan, as then designed, was in compliance with the applicable requirements of the internal revenue code (irc) section 501(c)(3). The plan has been amended since receiving the determination letter. The joint apprenticeship committee believes that the plan is currently designed and being operated in compliance with the applicable requirements of the irc. Therefore, no provision for income taxes has been included in the plan's financial statements. The total amounts of interest and penalties recognized in the statements of changes in net assets available for benefits and the total amounts of interest and penalties recognized in the statements of net assets available for benefits are $0. Financial accounting standards board accounting standards codification (asc) 740-10-25-6 require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain tax position that more likely than not would not be sustained upon examination by federal and state taxing authorities. The joint apprenticeship committee has analyzed the tax positions taken by the plan, and has concluded that as of april 30, 2021 and 2020, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan has never had unrelated business income tax (ubit) nor has it filed the form 990-t. Therefore, all tax years are open for examination by federal and state taxing authorities related to ubit.”

Raw XML AppendixShowing 400 of 491 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/BOYAmt01668
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03263
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0APPRENTICE TRAINING
IRS990/AdvertisingGrp/ProgramServicesAmt06000
IRS990/AdvertisingGrp/TotalAmt06000
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0492
IRS990/AllOtherExpensesGrp/ProgramServicesAmt037069
IRS990/AllOtherExpensesGrp/TotalAmt037561
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DANNY HOLLENBACK
IRS990/BooksInCareOfDetail/PhoneNum03096971357
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07121 W SCHOOLHOUSE LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0BARTONVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd061607
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0150
IRS990/CashNonInterestBearingGrp/EOYAmt0150
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0217713
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0217713
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01106
IRS990/ConferencesMeetingsGrp/TotalAmt01106
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0684
IRS990/CYOtherExpensesAmt01380517
IRS990/CYOtherRevenueAmt025898
IRS990/CYProgramServiceRevenueAmt04329171
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IRS990/CYTotalExpensesAmt02343470
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04355753
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
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IRS990/DepreciationDepletionGrp/ProgramServicesAmt0453846
IRS990/DepreciationDepletionGrp/TotalAmt0504273
IRS990/Desc0OPERATION OF TRAINING PROGRAM
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02058795
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017830
IRS990/FeesForServicesAccountingGrp/TotalAmt017830
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt012400
IRS990/FeesForServicesLegalGrp/TotalAmt012400
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt744.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt787767
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL CULLINAN
IRS990/Form990PartVIISectionAGrp/PersonNm1ARIC GARTNER
IRS990/Form990PartVIISectionAGrp/PersonNm2BRETT VILLARREAL - FORMER
IRS990/Form990PartVIISectionAGrp/PersonNm3TOM MEISCHNER
IRS990/Form990PartVIISectionAGrp/PersonNm4DARREN SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN BASHAM
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL HIGH
IRS990/Form990PartVIISectionAGrp/PersonNm7DANNY HOLLENBACK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7119444
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE & SEC/TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE & SEC/TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRAINING DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossRentsGrp/RealAmt01600
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InterestGrp/ManagementAndGeneralAmt039
IRS990/InterestGrp/TotalAmt039
IRS990/InvestmentIncomeGrp/ExclusionAmt0684
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0684
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipCostOrOtherBssAmt08559766
IRS990/LegalDomicileStateCd0IL
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
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IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0504
IRS990/MissionDesc0APPRENTICE TRAINING
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IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt07275304
IRS990/NetAssetsOrFundBalancesEOYAmt09287587
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt01600
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt01600
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07275304
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09287587
IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/TotalAmt0187897
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IRS990/OfficeExpensesGrp/TotalAmt054196
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt03309
IRS990/OtherChangesInNetAssetsAmt00
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt058853
IRS990/OtherEmployeeBenefitsGrp/TotalAmt078173
IRS990/OtherExpensesGrp/Desc0EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc1EQUIPMENT MAINTENANCE
IRS990/OtherExpensesGrp/Desc2NATIONAL TRAINING FUND
IRS990/OtherExpensesGrp/Desc3MATERIAL AND EQUIPMENT
IRS990/OtherExpensesGrp/ProgramServicesAmt0184151
IRS990/OtherExpensesGrp/ProgramServicesAmt1128477
IRS990/OtherExpensesGrp/ProgramServicesAmt259568
IRS990/OtherExpensesGrp/ProgramServicesAmt332572
IRS990/OtherExpensesGrp/TotalAmt0184151
IRS990/OtherExpensesGrp/TotalAmt1128477
IRS990/OtherExpensesGrp/TotalAmt259568
IRS990/OtherExpensesGrp/TotalAmt332572
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSED EXPENSES
IRS990/OtherRevenueMiscGrp/Desc1APPRENTICE APPLICATION
IRS990/OtherRevenueMiscGrp/Desc2LIQUIDATED DAMAGES
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt19120
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt21432
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt19120
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt21432
IRS990/OtherRevenueTotalAmt024298
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt051730
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0330457
IRS990/OtherSalariesAndWagesGrp/TotalAmt0382187
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04401
IRS990/PayrollTaxesGrp/ProgramServicesAmt040439
IRS990/PayrollTaxesGrp/TotalAmt044840
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt048669
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0191371
IRS990/PensionPlanContributionsGrp/TotalAmt0240040
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DARREN SMITH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04329171
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04329171
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09173
IRS990/PYOtherExpensesAmt01041704
IRS990/PYOtherRevenueAmt017173
IRS990/PYProgramServiceRevenueAmt03577361
IRS990/PYRevenuesLessExpensesAmt01478537
IRS990/PYSalariesCompEmpBnftPaidAmt01083466
IRS990/PYTotalExpensesAmt02125170
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03603707
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02012283
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt01600
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04353469
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02596931
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04419684
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02827580
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0806229
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03633809
IRS990ScheduleD/EquipmentGrp/BookValueAmt01660944
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02689034
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt04349978
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02343470
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0336546
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0336546
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt042637
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0196796
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0239433
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04355753
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER IN JUNE 1970, IN WHICH THE IRS STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3). THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. THE JOINT APPRENTICESHIP COMMITTEE BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF CHANGES IN NET ASSETS AVAILABLE FOR BENEFITS AND THE TOTAL AMOUNTS OF INTEREST AND PENALTIES RECOGNIZED IN THE STATEMENTS OF NET ASSETS AVAILABLE FOR BENEFITS ARE $0. FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10-25-6 REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES. THE JOINT APPRENTICESHIP COMMITTEE HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF APRIL 30, 2021 AND 2020, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN HAS NEVER HAD UNRELATED BUSINESS INCOME TAX (UBIT) NOR HAS IT FILED THE FORM 990-T. THEREFORE, ALL TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES RELATED TO UBIT.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04867707
IRS990ScheduleD/TotalExpensesPerForm990Amt02343470
IRS990ScheduleD/TotalRevenuePerForm990Amt04355753
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04355753
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02343470
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/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATION POLICY INCLUDED WITH ALL ADVERTISEMENTS FOR APPRENTICE APPLICATIONS
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1BOX 4B: NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE IS AWARDED.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0119444
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt068197
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt019570
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DANNY HOLLENBACK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRAINING DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0207211
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS RECEIVED BY A TRUSTEE BEFORE IT IS ELECTRONICALLY FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION USES THE MODIFIED CASH BASIS OF ACCOUNTING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PLAN HAS NOT CHANGED THEIR OVERSIGHT PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OPERATING ENGINEERS 649 HEALTH REIMBURSEMENT ACCOUNT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1OPERATING ENGINEERS 649 ANNUITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0203473925
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1371291915
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0HEALTH & WELFARE REIMBRUSEMENT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1ANNUITY PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06408 W PLANK RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt16408 W PLANK RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PEORIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PEORIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd061604
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd161604
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$9,290,850
Liabilities
$3,263
Net assets
$9,287,587
Revenue
$4,355,753
Expenses
$2,343,470
Net income
$2,012,283
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.01$12.8$4.10$4.17$0.07
2024Detailed filing. Detailed filing data is available for this year.$12.9$0.01$12.9$4.08$3.66$0.42
2023Detailed filing. Detailed filing data is available for this year.$12.5$0.00$12.5$4.60$3.07$1.53
2022Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$4.32$2.67$1.65
2021Detailed filing. Detailed filing data is available for this year.$9.29$0.00$9.29$4.36$2.34$2.01
2020Detailed filing. Detailed filing data is available for this year.$7.28$0.00$7.28$3.60$2.13$1.48
2019Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$2.79$2.39$0.41
2018Detailed filing. Detailed filing data is available for this year.$5.54$0.15$5.39$2.21$2.58$0.37
2017Detailed filing. Detailed filing data is available for this year.$5.76$0.00$5.76$2.92$2.72$0.20
2016Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$3.11$2.61$0.50
2015Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$3.08$2.26$0.82
2014Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.23$3.39$2.07$1.33