Civic Intelligence

Operating Engineers Local 520 Joint Apprenticeship and Training Fund

990 • Fiscal year 2023 • EIN 37-0964198

Aug 01, 2022 to Jul 31, 2023 • Filed on Nov 09, 2023

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

46th percentile

0.15x

Higher debt load relative to assets than 46% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

78th percentile

0.88x

Higher debt load relative to revenue than 78% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

67th percentile

$236,859

Higher top officer pay than 67% of similar nonprofits.

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

10th percentile

-37%

Faster revenue growth than 10% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$13,118,428

Up $1,993,924 (+18%) from 2022

Net Assets

Up

$11,184,648

Up $435,378 (+4.1%) from 2022

Liabilities

Up

$1,933,780

Up $1,558,546 (+415%) from 2022

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin76th percentile

Revenue

Down

$2,190,626

Down $1,304,446 (-37%) from 2022

Expenses

Up

$1,755,248

Up $178,079 (+11%) from 2022

Net Income

Down

$435,378

Down $1,482,525 (-77%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2023

Assets$13,118,428
Liabilities$1,933,780
Net Assets$11,184,648
Open 2023 Filing

Operations Trend

Revenue Growth10th 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

2023

Revenue$2,190,626
Expenses$1,755,248
Net Income$435,378
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$2,190,626
Mission and Program Overview

Mission

To provide education to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,835,849$8,409,278▲ $1,573,429
Savings and Temporary Cash Investments$4,076,206$4,490,830▲ $414,624
Accounts Receivable$192,302$199,184▲ $6,882
Intangible Assets$13,212$11,880▼ $1,332
Prepaid Expenses and Deferred Charges$6,935$7,256▲ $321
Total Assets$11,124,504$13,118,428▲ $1,993,924
Liabilities
Unsecured Notes Loans Payable$320,829$1,868,984▲ $1,548,155
Accounts Payable and Accrued Expenses$54,405$64,796▲ $10,391
Total Liabilities$375,234$1,933,780▲ $1,558,546
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,749,270$11,184,648▲ $435,378
Total Net Assets Fund Balance$10,749,270$11,184,648▲ $435,378
Total Liabilities and Net Assets / Fund Balance$11,124,504$13,118,428▲ $1,993,924

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,918,485$1,441,030$4,359,515
Equipment$690,765$3,593,575$4,284,340
Other Land Buildings$3,547,645$95,340$3,642,985
Land$1,252,383-$1,252,383
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rusty RedmanAdministrative ManagerFT$94,718$142,141$236,859

Board Members and Trustees

NameTitle
Mark JohnsonChairman
Chad GoldschmidtTrustee
Chris NazettaTrustee
Dale KellerTrustee
Donald FerrariTrustee
Mark ChristTrustee
Steve SmithTrustee
Eugene KeeleySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,999,327
Investment Income
$146,250
Other Revenue
$45,049
Change in Net Assets
$435,378

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,190,626
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,190,626
Total Revenue per Form 990
$2,190,626
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,020,334
Other Expenses$734,914
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$525,539--$525,539
Depreciation Depletion$294,952--$294,952
Other Employee Benefits$270,916--$270,916
Pension Plan Contributions$183,137--$183,137
Occupancy$50,272$6,558-$56,830
Insurance$52,685--$52,685
Other Expenses$45,666--$45,666
Payroll Taxes$40,742--$40,742
Travel$23,572--$23,572
Office Expenses$4,530$12,499-$17,029
Fees for Services Accounting-$8,475-$8,475
Advertising$1,277--$1,277
All Other Expenses$235--$235
Total Functional Expenses$1,727,716$27,532$0$1,755,248

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,755,248
Total Expenses per Audited Statements$1,755,248
Total Expenses per Form 990$1,755,248
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
2023-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rusty Redman
Formed
1972
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
8
Employees
8
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 424 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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IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02190626
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01755248
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/BaseCompensationFilingOrgAmt094718
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt0106506
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt035635
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RUSTY REDMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATIVE MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0236859
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/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsGrp/BOYAmt011124504
IRS990/TotalAssetsGrp/EOYAmt013118428
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027532
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01727716
IRS990/TotalFunctionalExpensesGrp/TotalAmt01755248
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0375234
IRS990/TotalLiabilitiesEOYAmt01933780
IRS990/TotalLiabilitiesGrp/BOYAmt0375234
IRS990/TotalLiabilitiesGrp/EOYAmt01933780
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010749270
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt011184648
IRS990/TotalOtherCompensationAmt0106506
IRS990/TotalProgramServiceExpensesAmt01727716
IRS990/TotalProgramServiceRevenueAmt01999327
IRS990/TotalReportableCompFromOrgAmt0130353
IRS990/TotalRevenueGrp/ExclusionAmt0191299
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01999327
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02190626
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt011124504
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt013118428
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt023572
IRS990/TravelGrp/TotalAmt023572
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0320829
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt01868984
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01969 TRIAD ROAD
IRS990/USAddress/CityNm0ST JACOB
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd062281
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.OE520.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RUSTY REDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATIVE MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum06186445282
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPERATING ENGINEERS LOCAL 520 JOINT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0APPRENTICESHIP AND TRAINING FUND

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,118,428
Liabilities
$1,933,780
Net assets
$11,184,648
Revenue
$2,190,626
Expenses
$1,755,248
Net income
$435,378
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