Civic Intelligence

Operating Engineers Local 520 Joint Apprenticeship and Training Fund

990 • Fiscal year 2024 • EIN 37-0964198

Aug 01, 2023 to Jul 31, 2024 • Filed on Nov 11, 2024

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

52nd percentile

0.19x

Higher debt load relative to assets than 52% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

1.05x

Higher debt load relative to revenue than 81% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$242,667

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

73rd percentile

13%

Faster asset growth than 73% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

24%

Faster revenue growth than 73% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$14,884,622

Up $1,766,194 (+13%) from 2023

Net Assets

Up

$12,031,388

Up $846,740 (+7.6%) from 2023

Liabilities

Up

$2,853,234

Up $919,454 (+48%) from 2023

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin82nd percentile

Revenue

Up

$2,709,920

Up $519,294 (+24%) from 2023

Expenses

Up

$1,863,180

Up $107,932 (+6.1%) from 2023

Net Income

Up

$846,740

Up $411,362 (+94%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth73rd 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

2024

Assets$14,884,622
Liabilities$2,853,234
Net Assets$12,031,388
Open 2024 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

2024

Revenue$2,709,920
Expenses$1,863,180
Net Income$846,740
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Nov 11, 2024
Return Version
2023v5.1
Gross Receipts
$2,709,920
Mission and Program Overview

Mission

To provide education to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,409,278$9,784,555▲ $1,375,277
Savings and Temporary Cash Investments$4,490,830$4,568,631▲ $77,801
Accounts Receivable$199,184$512,525▲ $313,341
Intangible Assets$11,880$10,547▼ $1,333
Prepaid Expenses and Deferred Charges$7,256$8,364▲ $1,108
Total Assets$13,118,428$14,884,622▲ $1,766,194
Liabilities
Mortgage Notes Payable Secured by Investment Property-$2,528,789-
Unsecured Notes Loans Payable$1,868,984--
Accounts Payable and Accrued Expenses$64,796$324,445▲ $259,649
Total Liabilities$1,933,780$2,853,234▲ $919,454
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,184,648$12,031,388▲ $846,740
Total Net Assets Fund Balance$11,184,648$12,031,388▲ $846,740
Total Liabilities and Net Assets / Fund Balance$13,118,428$14,884,622▲ $1,766,194

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,822,001$1,588,893$9,410,894
Equipment$751,023$3,769,885$4,520,908
Land$1,009,941-$1,009,941
Other Land Buildings$201,590$109,086$310,676
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rusty RedmanAdministrative ManagerFT$98,020$144,647$242,667

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
$2,449,659
Investment Income
$194,625
Other Revenue
$65,636
Change in Net Assets
$846,740

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,709,920
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,709,920
Total Revenue per Form 990
$2,709,920
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,097,886
Other Expenses$765,294
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$569,562--$569,562
Depreciation Depletion$339,250--$339,250
Other Employee Benefits$289,626--$289,626
Pension Plan Contributions$194,471--$194,471
Occupancy$60,915$7,845-$68,760
Insurance$58,181--$58,181
Payroll Taxes$44,227--$44,227
Other Expenses$34,606--$34,606
Office Expenses$4,155$13,227-$17,382
Travel$13,601--$13,601
Fees for Services Accounting-$9,195-$9,195
Advertising$894--$894
All Other Expenses$245--$245
Total Functional Expenses$1,832,913$30,267$0$1,863,180

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,863,180
Total Expenses per Audited Statements$1,863,180
Total Expenses per Form 990$1,863,180
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
2024-11-11
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
10
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 419 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/TotalRevenuePerForm990Amt02709920
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02709920
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01863180
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/BaseCompensationFilingOrgAmt098020
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt0107371
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt037276
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RUSTY REDMAN
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/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030267
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01832913
IRS990/TotalFunctionalExpensesGrp/TotalAmt01863180
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01933780
IRS990/TotalLiabilitiesEOYAmt02853234
IRS990/TotalLiabilitiesGrp/BOYAmt01933780
IRS990/TotalLiabilitiesGrp/EOYAmt02853234
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011184648
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012031388
IRS990/TotalOtherCompensationAmt0107371
IRS990/TotalProgramServiceExpensesAmt01832913
IRS990/TotalProgramServiceRevenueAmt02449659
IRS990/TotalReportableCompFromOrgAmt0135296
IRS990/TotalRevenueGrp/ExclusionAmt0260261
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02449659
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02709920
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt013118428
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014884622
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt013601
IRS990/TravelGrp/TotalAmt013601
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt01868984
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01969 TRIAD ROAD
IRS990/USAddress/CityNm0ST JACOB
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd062281
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IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.OE520.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RUSTY REDMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATIVE MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum06186445282
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPERATING ENGINEERS LOCAL 520 JOINT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0APPRENTICESHIP AND TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0370964198
ReturnHeader/Filer/PhoneNum06186445282

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,884,622
Liabilities
$2,853,234
Net assets
$12,031,388
Revenue
$2,709,920
Expenses
$1,863,180
Net income
$846,740
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