Civic Intelligence

Operating Engineers Local 520 Joint Apprenticeship and Training Fund

990 • Fiscal year 2020 • EIN 37-0964198

Aug 01, 2019 to Jul 31, 2020 • Filed on Nov 18, 2020

Organization ProfileWWW.OE520.ORG
1969 Triad RoadSt Jacob, IL 62281

(618) 644-5282

Siviq Scores

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

Liabilities / Assets

24th percentile

0.02x

Higher debt load relative to assets than 24% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.15x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

52nd percentile

5.3%

Higher net margin than 52% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

78th percentile

$208,507

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 14.5% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets24th percentile

Assets

$8,504,431

No earlier filing loaded for comparison.

Net Assets

$8,294,026

No earlier filing loaded for comparison.

Liabilities

$210,405

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin52nd percentile

Revenue

$1,435,677

No earlier filing loaded for comparison.

Expenses

$1,359,257

No earlier filing loaded for comparison.

Net Income

$76,420

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Assets 2020: $8,504,431Liabilities 2020: $210,405Net Assets 2020: $8,294,0262020Assets 2021: $8,908,461Liabilities 2021: $77,094Net Assets 2021: $8,831,3672021Assets 2022: $11,124,504Liabilities 2022: $375,234Net Assets 2022: $10,749,2702022Assets 2023: $13,118,428Liabilities 2023: $1,933,780Net Assets 2023: $11,184,6482023Assets 2024: $14,884,622Liabilities 2024: $2,853,234Net Assets 2024: $12,031,3882024Assets 2025: $15,388,398Liabilities 2025: $2,380,694Net Assets 2025: $13,007,7042025

Highlighted filing

2020

Assets$8,504,431
Liabilities$210,405
Net Assets$8,294,026
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2020: $1,435,677Expenses 2020: $1,359,257Net Income 2020: $76,4202020Revenue 2021: $1,966,578Expenses 2021: $1,429,237Net Income 2021: $537,3412021Revenue 2022: $3,495,072Expenses 2022: $1,577,169Net Income 2022: $1,917,9032022Revenue 2023: $2,190,626Expenses 2023: $1,755,248Net Income 2023: $435,3782023Revenue 2024: $2,709,920Expenses 2024: $1,863,180Net Income 2024: $846,7402024Revenue 2025: $3,408,477Expenses 2025: $2,432,161Net Income 2025: $976,3162025

Highlighted filing

2020

Revenue$1,435,677
Expenses$1,359,257
Net Income$76,420
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Nov 18, 2020
Return Version
2019v5.1
Gross Receipts
$1,443,270
Mission and Program Overview

Mission

To provide education to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,986,682$5,971,743▼ $14,939
Savings and Temporary Cash Investments$2,167,898$2,407,589▲ $239,691
Accounts Receivable$131,081$118,819▼ $12,262
Prepaid Expenses and Deferred Charges$6,212$6,280▲ $68
Total Assets$8,291,873$8,504,431▲ $212,558
Liabilities
Other Liabilities$0$176,800▲ $176,800
Accounts Payable and Accrued Expenses$74,267$33,605▼ $40,662
Total Liabilities$74,267$210,405▲ $136,138
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,217,606$8,294,026▲ $76,420
Total Net Assets Fund Balance$8,217,606$8,294,026▲ $76,420
Total Liabilities and Net Assets / Fund Balance$8,291,873$8,504,431▲ $212,558

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,312,092$1,047,423$4,359,515
Equipment$539,845$3,278,301$3,818,146
Land$2,116,201-$2,116,201
Leasehold Improvements$-38,887$269,310$230,423
Other Land Buildings$42,492$91,669$134,161
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rusty RedmanAdministrative ManagerFT$88,556$119,951$208,507

Board Members and Trustees

NameTitle
Mark JohnsonChairman
Chad GoldschmidtTrustee
Dale KellerTrustee
Mark ChristTrustee
Steve SmithTrustee
Eugene KeeleySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,358,733
Investment Income
$24,106
Other Revenue
$52,838
Change in Net Assets
$76,420

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,435,677
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,435,677
Total Revenue per Form 990
$1,435,677
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$749,353
Other Expenses$609,904
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$377,509--$377,509
Depreciation Depletion$276,109--$276,109
Other Employee Benefits$197,155--$197,155
Pension Plan Contributions$145,020--$145,020
Insurance$49,556--$49,556
Occupancy$34,441$5,383-$39,824
Other Expenses$33,974$691-$34,665
Payroll Taxes$29,669--$29,669
All Other Expenses$18,726--$18,726
Office Expenses$6,103$8,256-$14,359
Conferences and Meetings$10,621--$10,621
Fees for Services Accounting-$7,005-$7,005
Fees for Services Legal-$1,418-$1,418
Advertising$1,098--$1,098
Total Functional Expenses$1,336,504$22,753$0$1,359,257

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,359,257
Total Expenses per Audited Statements$1,359,257
Total Expenses per Form 990$1,359,257
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable$176,800
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990, part vi, line 11b - organization's process to review form 990 the 990 is reviewed by the director and available for review by the board of trustees before it is filed.”

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

“Form 990, part vi, line 15a - compensation process for the top official administrative manager is determined by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“Form 990, part vi, line 19 - governing documents explanation governing documents are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Operating Engineers Local 520 Joint
EIN
37-0964198
Phone
6186445282
Address
1969 TRIAD ROAD, ST JACOB, IL 62281

Signing Officer

Name
Rusty Redman
Title
Administrative Manager
Phone
6186445282
Signed
2020-11-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rusty Redman
Formed
1972
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
6
Employees
4
Volunteers
0

Preparer

Firm
Scheffel Boyle
Address
222 EAST MAIN STREET, BELLEVILLE, IL 62220
Preparer
Brian a Otten CPA
Phone
6182778100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No change in process from the prior year.”

Raw XML AppendixShowing 400 of 427 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.

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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/ExplanationTxt0THE FUND PUBLICIZES ITS POLICY OF NONDISCRIMINATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt088556
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATIVE MANAGER
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990, PART VI, LINE 11B - ORGANIZATION'S PROCESS TO REVIEW FORM 990 THE 990 IS REVIEWED BY THE DIRECTOR AND AVAILABLE FOR REVIEW BY THE BOARD OF TRUSTEES BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990, PART VI, LINE 15A - COMPENSATION PROCESS FOR THE TOP OFFICIAL ADMINISTRATIVE MANAGER IS DETERMINED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990, PART VI, LINE 19 - GOVERNING DOCUMENTS EXPLANATION GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO CHANGE IN PROCESS FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalEmployeeCnt04
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IRS990/TotalFunctionalExpensesGrp/TotalAmt01359257
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt074267
IRS990/TotalLiabilitiesGrp/EOYAmt0210405
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt08217606
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08294026
IRS990/TotalOtherCompensationAmt094867
IRS990/TotalProgramServiceExpensesAmt01336504
IRS990/TotalProgramServiceRevenueAmt01358733
IRS990/TotalReportableCompFromOrgAmt0113640
IRS990/TotalRevenueGrp/ExclusionAmt073537
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01362140
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01435677
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08504431
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IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01969 TRIAD ROAD
IRS990/USAddress/CityNm0ST JACOB
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd062281
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IRS990/WebsiteAddressTxt0WWW.OE520.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RUSTY REDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATIVE MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum06186445282
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPERATING ENGINEERS LOCAL 520 JOINT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0APPRENTICESHIP AND TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0OPER

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,504,431
Liabilities
$210,405
Net assets
$8,294,026
Revenue
$1,435,677
Expenses
$1,359,257
Net income
$76,420
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.4$2.38$13.0$3.41$2.43$0.98
2024Detailed filing. Detailed filing data is available for this year.$14.9$2.85$12.0$2.71$1.86$0.85
2023Detailed filing. Detailed filing data is available for this year.$13.1$1.93$11.2$2.19$1.76$0.44
2022Detailed filing. Detailed filing data is available for this year.$11.1$0.38$10.7$3.50$1.58$1.92
2021Detailed filing. Detailed filing data is available for this year.$8.91$0.08$8.83$1.97$1.43$0.54
2020Detailed filing. Detailed filing data is available for this year.$8.50$0.21$8.29$1.44$1.36$0.08