Civic Intelligence

Operating Engineers Apprenticeship Trust Fund Local 649

990 • Fiscal year 2022 • EIN 37-0920330

May 01, 2021 to Apr 30, 2022 • Filed on Dec 01, 2022

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

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

84th percentile

38%

Higher net margin than 84% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

66th percentile

$229,355

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

79th percentile

18%

Faster asset growth than 79% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

40th percentile

-0.9%

Faster revenue growth than 40% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Assets

Up

$10,937,471

Up $1,646,621 (+18%) from 2021

Net Assets

Up

$10,934,333

Up $1,646,746 (+18%) from 2021

Liabilities

Down

$3,138

Down $125 (-3.8%) from 2021

Revenue

Down

$4,315,433

Down $40,320 (-0.9%) from 2021

Expenses

Up

$2,668,687

Up $325,217 (+14%) from 2021

Net Income

Down

$1,646,746

Down $365,537 (-18%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$10,937,471
Liabilities$3,138
Net Assets$10,934,333

Operations Trend

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

2022

Revenue$4,315,433
Expenses$2,668,687
Net Income$1,646,746
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Dec 1, 2022
Return Version
2021v4.2
Gross Receipts
$4,315,433
Mission and Program Overview

Mission

APPRENTICE TRAINING

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,867,707$5,523,926▲ $656,219
Savings and Temporary Cash Investments$4,419,684$5,406,777▲ $987,093
Cash and Non-Interest-Bearing Accounts$150$150→ $0
Total Assets$9,290,850$10,937,471▲ $1,646,621
Other Assets Total$3,309$6,618▲ $3,309
Liabilities
Accounts Payable and Accrued Expenses$3,263$3,138▼ $125
Total Liabilities$3,263$3,138▼ $125
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$9,287,587$10,934,333▲ $1,646,746
Total Net Assets Fund Balance$9,287,587$10,934,333▲ $1,646,746
Total Liabilities and Net Assets / Fund Balance$9,290,850$10,937,471▲ $1,646,621

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,401,391$3,150,549$5,551,940
Buildings$2,718,717$915,092$3,633,809
Land$336,546-$336,546
Other Land Buildings$67,272$214,769$282,041
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Danny HollenbackTraining DirectorFT$132,404$96,951$229,355

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$175,096
Program Service Revenue
$4,115,209
Investment Income
$576
Other Revenue
$24,552
Change in Net Assets
$1,646,746

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$154,500Fair Market Value
Total Noncash Contributions1$154,500-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,315,433
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,315,433
Total Revenue per Form 990
$4,315,433
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,568,895
Salaries, Compensation, and Employee Benefits$1,099,792
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$532,666$59,185-$591,851
Other Salaries and Wages$369,402$54,061-$423,463
Pension Plan Contributions$236,936$55,964-$292,900
Current Officers, Directors, Trustees, and Key Employees$231,172--$231,172
Occupancy$157,191--$157,191
All Other Expenses$126,240--$126,240
Insurance$91,015$10,113-$101,128
Other Employee Benefits$77,792$22,378-$100,170
Other Expenses$77,646--$77,646
Office Expenses-$61,936-$61,936
Payroll Taxes$47,469$4,618-$52,087
Travel-$20,155-$20,155
Fees for Services Accounting-$14,372-$14,372
Fees for Services Legal-$12,485-$12,485
Advertising$6,000--$6,000
Fees for Services Other-$2,598-$2,598
Conferences and Meetings-$1,287-$1,287
Interest-$686-$686
Total Functional Expenses$2,348,849$319,838$0$2,668,687

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,668,687
Total Expenses per Audited Statements$2,668,687
Total Expenses per Form 990$2,668,687
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
2022-12-01
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, 2022 and 2021, 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 504 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/BOYAmt03263
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03138
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0APPRENTICE TRAINING
IRS990/AdvertisingGrp/ProgramServicesAmt06000
IRS990/AdvertisingGrp/TotalAmt06000
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0126240
IRS990/AllOtherExpensesGrp/TotalAmt0126240
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DARREN SMITH
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/ProgramServicesAmt0231172
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0231172
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01287
IRS990/ConferencesMeetingsGrp/TotalAmt01287
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0175096
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0576
IRS990/CYOtherExpensesAmt01568895
IRS990/CYOtherRevenueAmt024552
IRS990/CYProgramServiceRevenueAmt04115209
IRS990/CYRevenuesLessExpensesAmt01646746
IRS990/CYSalariesCompEmpBnftPaidAmt01099792
IRS990/CYTotalExpensesAmt02668687
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04315433
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt059185
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0532666
IRS990/DepreciationDepletionGrp/TotalAmt0591851
IRS990/Desc0OPERATION OF TRAINING PROGRAM
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02348849
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014372
IRS990/FeesForServicesAccountingGrp/TotalAmt014372
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt012485
IRS990/FeesForServicesLegalGrp/TotalAmt012485
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02598
IRS990/FeesForServicesOtherGrp/TotalAmt02598
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt644.00
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/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt696951
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL CULLINAN
IRS990/Form990PartVIISectionAGrp/PersonNm1ARIC GARTNER
IRS990/Form990PartVIISectionAGrp/PersonNm2TOM MEISCHNER
IRS990/Form990PartVIISectionAGrp/PersonNm3DARREN SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN BASHAM
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHAEL HIGH
IRS990/Form990PartVIISectionAGrp/PersonNm6DANNY HOLLENBACK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6132404
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE & SEC/TREAS
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRAINING DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt0175096
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04315433
IRS990/GrossRentsGrp/RealAmt0800
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt010113
IRS990/InsuranceGrp/ProgramServicesAmt091015
IRS990/InsuranceGrp/TotalAmt0101128
IRS990/InterestGrp/ManagementAndGeneralAmt0686
IRS990/InterestGrp/TotalAmt0686
IRS990/InvestmentIncomeGrp/ExclusionAmt0576
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0576
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04280410
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04867707
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05523926
IRS990/LandBldgEquipCostOrOtherBssAmt09804336
IRS990/LegalDomicileStateCd0IL
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt0709
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0709
IRS990/MissionDesc0APPRENTICE TRAINING
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09287587
IRS990/NetAssetsOrFundBalancesEOYAmt010934333
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0800
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0800
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt09287587
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010934333
IRS990/NoncashContributionsAmt0154500
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0157191
IRS990/OccupancyGrp/TotalAmt0157191
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt061936
IRS990/OfficeExpensesGrp/TotalAmt061936
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03309
IRS990/OtherAssetsTotalGrp/EOYAmt06618
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt022378
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt077792
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0100170
IRS990/OtherExpensesGrp/Desc0EQUIPMENT MAINTENANCE
IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc2SALARY AND BENEFIT REIM
IRS990/OtherExpensesGrp/Desc3FUEL AND LUBRICANTS
IRS990/OtherExpensesGrp/ProgramServicesAmt0180566
IRS990/OtherExpensesGrp/ProgramServicesAmt1121906
IRS990/OtherExpensesGrp/ProgramServicesAmt292848
IRS990/OtherExpensesGrp/ProgramServicesAmt377646
IRS990/OtherExpensesGrp/TotalAmt0180566
IRS990/OtherExpensesGrp/TotalAmt1121906
IRS990/OtherExpensesGrp/TotalAmt292848
IRS990/OtherExpensesGrp/TotalAmt377646
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSED EXPENSES
IRS990/OtherRevenueMiscGrp/Desc1APPRENTICE APPLICATION
IRS990/OtherRevenueMiscGrp/Desc2LIQUIDATED DAMAGES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt013109
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt15850
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt24084
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt013109
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt15850
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt24084
IRS990/OtherRevenueTotalAmt023752
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt054061
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0369402
IRS990/OtherSalariesAndWagesGrp/TotalAmt0423463
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04618
IRS990/PayrollTaxesGrp/ProgramServicesAmt047469
IRS990/PayrollTaxesGrp/TotalAmt052087
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt055964
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0236936
IRS990/PensionPlanContributionsGrp/TotalAmt0292900
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DARREN SMITH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04115209
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04115209
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0684
IRS990/PYOtherExpensesAmt01380517
IRS990/PYOtherRevenueAmt025898
IRS990/PYProgramServiceRevenueAmt04329171
IRS990/PYRevenuesLessExpensesAmt02012283
IRS990/PYSalariesCompEmpBnftPaidAmt0962953
IRS990/PYTotalExpensesAmt02343470
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04355753
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01646746
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0800
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04138961
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04419684
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05406777
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt02718717
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0915092
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03633809
IRS990ScheduleD/EquipmentGrp/BookValueAmt02401391
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03150549
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05551940
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02668687
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0336546
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0336546
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt067272
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0214769
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0282041
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04315433
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, 2022 AND 2021, 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/TotalBookValueLandBuildingsAmt05523926
IRS990ScheduleD/TotalExpensesPerForm990Amt02668687
IRS990ScheduleD/TotalRevenuePerForm990Amt04315433
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04315433
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02668687
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/BaseCompensationFilingOrgAmt0132404
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt074703
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt022248
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DANNY HOLLENBACK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRAINING DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0229355
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0TRAINING EQUIPMENT
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt0154500
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS
IRS990ScheduleM/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, COLUMN (B)
IRS990ScheduleM/ThirdPartiesUsedInd00
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings