Civic Intelligence

Operating Engineers Local 520 Joint Apprenticeship and Training Fund

990 • Fiscal year 2021 • EIN 37-0964198

Aug 01, 2020 to Jul 31, 2021 • Filed on Nov 08, 2021

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

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

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

Liabilities / Revenue

23rd percentile

0.04x

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

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

Net Margin

72nd percentile

27%

Higher net margin than 72% of similar nonprofits.

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

Top Officer Pay

81st percentile

$220,433

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 11.2% of source-year revenue.

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

Asset Growth

37th percentile

4.8%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

73rd percentile

37%

Faster revenue growth than 73% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$8,908,461

Up $404,030 (+4.8%) from 2020

Net Assets

Up

$8,831,367

Up $537,341 (+6.5%) from 2020

Liabilities

Down

$77,094

Down $133,311 (-63%) from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin72nd percentile

Revenue

Up

$1,966,578

Up $530,901 (+37%) from 2020

Expenses

Up

$1,429,237

Up $69,980 (+5.1%) from 2020

Net Income

Up

$537,341

Up $460,921 (+603%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

2021

Assets$8,908,461
Liabilities$77,094
Net Assets$8,831,367
Open 2021 Filing

Operations Trend

Revenue Growth73rd percentile

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

2021

Revenue$1,966,578
Expenses$1,429,237
Net Income$537,341
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Nov 8, 2021
Return Version
2020v4.1
Gross Receipts
$1,966,578
Mission and Program Overview

Mission

To provide education to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,971,743$5,946,077▼ $25,666
Savings and Temporary Cash Investments$2,407,589$2,779,586▲ $371,997
Accounts Receivable$118,819$176,264▲ $57,445
Prepaid Expenses and Deferred Charges$6,280$6,534▲ $254
Total Assets$8,504,431$8,908,461▲ $404,030
Liabilities
Other Liabilities$176,800$0▼ $176,800
Accounts Payable and Accrued Expenses$33,605$77,094▲ $43,489
Total Liabilities$210,405$77,094▼ $133,311
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,294,026$8,831,367▲ $537,341
Total Net Assets Fund Balance$8,294,026$8,831,367▲ $537,341
Total Liabilities and Net Assets / Fund Balance$8,504,431$8,908,461▲ $404,030

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,180,889$1,178,626$4,359,515
Equipment$600,579$3,406,841$4,007,420
Land$1,908,173-$1,908,173
Leasehold Improvements$220,834$275,997$496,831
Other Land Buildings$35,602$62,412$98,014
Compensation and Service Providers
Top Officer Pay81st percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$176,800
Program Service Revenue
$1,669,745
Investment Income
$22,080
Other Revenue
$97,953
Change in Net Assets
$537,341

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,966,578
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,966,578
Total Revenue per Form 990
$1,966,578
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$769,757
Other Expenses$659,480
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$389,914--$389,914
Depreciation Depletion$283,335--$283,335
Other Employee Benefits$202,607--$202,607
Pension Plan Contributions$146,778--$146,778
Occupancy$59,812$5,043-$64,855
Insurance$48,428--$48,428
All Other Expenses$38,614--$38,614
Payroll Taxes$30,458--$30,458
Other Expenses$21,925--$21,925
Office Expenses$6,123$13,029-$19,152
Fees for Services Accounting-$7,580-$7,580
Travel$1,990--$1,990
Advertising$811--$811
Total Functional Expenses$1,403,585$25,652$0$1,429,237

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,429,237
Total Expenses per Audited Statements$1,429,237
Total Expenses per Form 990$1,429,237
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
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
2021-11-08
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
5
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 421 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/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
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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
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
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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.
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IRS990/TotalVolunteersCnt00
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPERATING ENGINEERS LOCAL 520 JOINT
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$8,908,461
Liabilities
$77,094
Net assets
$8,831,367
Revenue
$1,966,578
Expenses
$1,429,237
Net income
$537,341
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