Civic Intelligence

Operating Engineers' Local 324 Journey- Man and Apprentice Training Fund Inc

990 • Fiscal year 2020 • EIN 38-3215444

May 01, 2019 to Apr 30, 2020 • Filed on Mar 15, 2021

Organization ProfileWWW.OE324.ORG/TAG/JATF
275 E Highland RoadHowell, MI 48843

(517) 546-9610

Siviq Scores

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

Liabilities / Assets

45th percentile

0.21x

Higher debt load relative to assets than 45% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

66th percentile

0.64x

Higher debt load relative to revenue than 66% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

42nd percentile

$219,072

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

90th percentile

46%

Faster asset growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

66th percentile

9.6%

Faster revenue growth than 66% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$28,165,158

Up $8,872,629 (+46%) from 2019

Net Assets

Up

$22,180,869

Up $4,336,913 (+24%) from 2019

Liabilities

Up

$5,984,289

Up $4,535,716 (+313%) from 2019

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin81st percentile

Revenue

Up

$9,278,606

Up $812,534 (+9.6%) from 2019

Expenses

Up

$6,894,195

Up $401,630 (+6.2%) from 2019

Net Income

Up

$2,384,411

Up $410,904 (+21%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$60M$40M$20M$0Assets 2010: $4,652,677Liabilities 2010: $959,872Net Assets 2010: $3,692,8052010Assets 2011: $4,324,665Liabilities 2011: $662,125Net Assets 2011: $3,662,5402011Assets 2012: $4,265,686Liabilities 2012: $408,146Net Assets 2012: $3,857,5402012Assets 2013: $4,536,292Liabilities 2013: $191,038Net Assets 2013: $4,345,2542013Assets 2014: $6,103,969Liabilities 2014: $184,950Net Assets 2014: $5,919,0192014Assets 2015: $8,434,839Liabilities 2015: $320,261Net Assets 2015: $8,114,5782015Assets 2016: $10,346,871Liabilities 2016: $369,664Net Assets 2016: $9,977,2072016Assets 2017: $12,690,432Liabilities 2017: $378,121Net Assets 2017: $12,312,3112017Assets 2018: $16,167,675Liabilities 2018: $318,173Net Assets 2018: $15,849,5022018Assets 2019: $19,292,529Liabilities 2019: $1,448,573Net Assets 2019: $17,843,9562019Assets 2020: $28,165,158Liabilities 2020: $5,984,289Net Assets 2020: $22,180,8692020Assets 2021: $27,090,891Liabilities 2021: $3,881,837Net Assets 2021: $23,209,0542021Assets 2022: $25,258,732Liabilities 2022: $534,006Net Assets 2022: $24,724,7262022Assets 2023: $25,934,079Liabilities 2023: $571,353Net Assets 2023: $25,362,7262023Assets 2024: $46,663,305Liabilities 2024: $19,061,682Net Assets 2024: $27,601,6232024Assets 2025: $57,806,823Liabilities 2025: $20,535,122Net Assets 2025: $37,271,7012025

Highlighted filing

2020

Assets$28,165,158
Liabilities$5,984,289
Net Assets$22,180,869
Open 2020 Filing

Operations Trend

Revenue Growth66th percentile

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

$30M$20M$10M$0Expenses 2010: $3,317,8632010Expenses 2011: $3,083,3912011Expenses 2012: $3,385,6012012Revenue 2013: $3,810,623Expenses 2013: $3,322,909Net Income 2013: $487,7142013Revenue 2014: $5,074,958Expenses 2014: $3,501,193Net Income 2014: $1,573,7652014Revenue 2015: $6,369,337Expenses 2015: $4,173,778Net Income 2015: $2,195,5592015Revenue 2016: $6,911,683Expenses 2016: $5,053,120Net Income 2016: $1,858,5632016Revenue 2017: $7,649,456Expenses 2017: $5,308,278Net Income 2017: $2,341,1782017Revenue 2018: $9,307,012Expenses 2018: $5,756,323Net Income 2018: $3,550,6892018Revenue 2019: $8,466,072Expenses 2019: $6,492,565Net Income 2019: $1,973,5072019Revenue 2020: $9,278,606Expenses 2020: $6,894,195Net Income 2020: $2,384,4112020Revenue 2021: $8,851,927Expenses 2021: $7,842,160Net Income 2021: $1,009,7672021Revenue 2022: $10,054,235Expenses 2022: $8,590,813Net Income 2022: $1,463,4222022Revenue 2023: $10,599,294Expenses 2023: $9,961,294Net Income 2023: $638,0002023Revenue 2024: $13,664,882Expenses 2024: $11,420,712Net Income 2024: $2,244,1702024Revenue 2025: $23,137,163Expenses 2025: $13,571,823Net Income 2025: $9,565,3402025

Highlighted filing

2020

Revenue$9,278,606
Expenses$6,894,195
Net Income$2,384,411
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2019 to Apr 30, 2020
Signed
Mar 15, 2021
Return Version
2019v5.2
Gross Receipts
$9,294,482
Mission and Program Overview

Mission

The fund is created, established, and maintained, for the purpose of providing training to journeyman and apprentices in the operating engineer trade within the jurisdiction of the union.

The journeyman and apprentice training fund, inc. Provides continuing education opportunities for apprentices and new and experienced operating engineers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$7,616,189$8,615,434▲ $999,245
Land, Buildings, and Equipment, Net$6,713,586$8,258,907▲ $1,545,321
Investments in Publicly Traded Securities$2,119,215$2,191,627▲ $72,412
Accounts Receivable$667,666$500,828▼ $166,838
Prepaid Expenses and Deferred Charges$99,081$186,445▲ $87,364
Inventories for Sale or Use-$8,544-
Total Assets$19,292,529$28,165,158▲ $8,872,629
Other Assets Total$2,076,792$8,403,373▲ $6,326,581
Liabilities
Mortgage Notes Payable Secured by Investment Property$0$4,339,409▲ $4,339,409
Accounts Payable and Accrued Expenses$1,448,573$1,644,880▲ $196,307
Total Liabilities$1,448,573$5,984,289▲ $4,535,716
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,792,617$22,180,869▲ $4,388,252
Net Assets With Donor Restrictions$51,339$0▼ $51,339
Total Net Assets Fund Balance$17,843,956$22,180,869▲ $4,336,913
Total Liabilities and Net Assets / Fund Balance$19,292,529$28,165,158▲ $8,872,629

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,496,695$7,484,146$10,980,841
Buildings$2,400,378$2,493,642$4,894,020
Land$2,242,793-$2,242,793
Leasehold Improvements$24,877$304,603$329,480
Other Land Buildings$94,164-$94,164
Other Assets Org$8,071,275--
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John OsikaTraining CoordinatorFT$132,970$86,102$219,072
John HartwellEngineerFT$109,583$79,159$188,742
Mark ZinserEngineerFT$109,583$79,159$188,742
Derek SatherEngineerFT$109,331$79,159$188,490
Steve McfarlandEngineerFT$108,764$79,159$187,923
Scott HartTrustee/administrator--$144,676$144,676

Board Members and Trustees

NameTitle
Douglas StockwellChairman
Daniel BooneTrustee
Gordon Laramie IiiTrustee
James OleksinskiTrustee
Kenneth DombrowTrustee
Lee a GrahamTrustee
Me Woodbeck JrTrustee
Remi CoolsaetTrustee
Blake ZapczynskiTrustee - Part Year
Brian HoffmanTrustee - Part Year
Robert CoppersmithSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,218,557
Investment Income
$60,537
Other Revenue
$-488
Change in Net Assets
$2,384,411

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,278,606
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,647,038
Total Revenue per Audited Statements
$11,925,644
Total Revenue per Form 990
$9,278,606
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,155,564
Other Expenses$2,738,631
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,095,860$365,994-$2,461,854
Other Employee Benefits$1,256,554$219,428-$1,475,982
Depreciation Depletion$636,025$111,067-$747,092
Occupancy$194,603$24,562-$219,165
Payroll Taxes$185,359$32,369-$217,728
Travel$185,209--$185,209
Insurance$143,411$25,043-$168,454
Other Expenses$131,608$53,347-$131,608
Office Expenses-$85,786-$85,786
Fees for Services Legal-$60,305-$60,305
Fees for Services Accounting-$51,595-$51,595
All Other Expenses$48,586--$48,586
Total Functional Expenses$5,864,699$1,029,496$0$6,894,195

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,588,731
Expenses per Audited Statements$6,894,195
Total Expenses per Form 990$6,894,195
Expenses Not Reported on Form 990$694,536
Expenses Not Reported on Financial Statements$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
No
Audit committee
Yes
Backup withholding compliance
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
Yes
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 A, Line 7A

“The fund shall be administered by 10 trustees. The union shall appoint 5 trustees who shall be the union trustees. Each association shall appoint 1 trustee, with the exception of the michigan infrastructure & transportation association which has the authority to appoint 2 employer trustees, who collectively shall be the employer trustees.”

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

“The 990 is reviewed by the fund accountant, training director, and cfo before being filed.”

Form 990, Part VI, Section B, Line 15

“Cfo reviews all payroll related transactions, including compensation of all other employees. Cfo is independent of payroll system. Review includes comparability data and contemporaneous substantiation of the deliberation and decision. Compensation is approved by the board of trustees. The most recent year this process was undertaken was fiscal year 2016.”

Form 990, Part VI, Section C, Line 19

“Documents, policies, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
OPERATING ENGINEERS' LOCAL 324 JOURNEY-
EIN
38-3215444
Phone
5175469610
Address
275 E HIGHLAND ROAD, HOWELL, MI 48843

Signing Officer

Name
Douglas Stockwell
Title
Chairman
Phone
5175469610
Signed
2021-03-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas Stockwell
Formed
1964
Legal Domicile
Mi
Voting Board Members
10
Independent Board Members
5
Employees
60
Volunteers
7

Preparer

Firm
Plante & Moran Pllc
Address
2601 CAMBRIDGE COURT STE 500, AUBURN HILLS, MI 48326
Preparer
Lisa Fort
Phone
2483757100
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“TRANSFER 1,931,834.”

FORM 990, PART XII, LINE 2C:

“No changes were made to the audit oversight and review processes.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Transfer from related party 1,931,834. Book inventory cogs 15,876.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Book inventory cogs 15,876.”

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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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8122909
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt990610
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRAINING COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4ENGINEER
IRS990/Form990PartVIISectionAGrp/TitleTxt5ENGINEER
IRS990/Form990PartVIISectionAGrp/TitleTxt6ENGINEER
IRS990/Form990PartVIISectionAGrp/TitleTxt7ENGINEER
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE/ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE - PART YEAR
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE - PART YEAR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt09294482
IRS990/GrossSalesOfInventoryAmt09405
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt025043
IRS990/InsuranceGrp/ProgramServicesAmt0143411
IRS990/InsuranceGrp/TotalAmt0168454
IRS990/InventoriesForSaleOrUseGrp/EOYAmt08544
IRS990/InvestmentIncomeGrp/ExclusionAmt060537
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt060537
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02119215
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02191627
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt010282391
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06713586
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08258907
IRS990/LandBldgEquipCostOrOtherBssAmt018541298
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FUND IS CREATED, ESTABLISHED, AND MAINTAINED, FOR THE PURPOSE OF PROVIDING TRAINING TO JOURNEYMAN AND APPRENTICES IN THE OPERATING ENGINEER TRADE WITHIN THE JURISDICTION OF THE UNION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt04339409
IRS990/NetAssetsOrFundBalancesBOYAmt017843956
IRS990/NetAssetsOrFundBalancesEOYAmt022180869
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-6471
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0-6471
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt020668
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt017792617
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt022180869
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt024562
IRS990/OccupancyGrp/ProgramServicesAmt0194603
IRS990/OccupancyGrp/TotalAmt0219165
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt085786
IRS990/OfficeExpensesGrp/TotalAmt085786
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02076792
IRS990/OtherAssetsTotalGrp/EOYAmt08403373
IRS990/OtherChangesInNetAssetsAmt01931834
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0219428
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01256554
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01475982
IRS990/OtherExpensesGrp/Desc0TRAINING EXPENSES
IRS990/OtherExpensesGrp/Desc1TRAINING ALLOW/PER DIEM
IRS990/OtherExpensesGrp/Desc2MACHINERY PARTS & REPAI
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt053347
IRS990/OtherExpensesGrp/ProgramServicesAmt0370062
IRS990/OtherExpensesGrp/ProgramServicesAmt1392311
IRS990/OtherExpensesGrp/ProgramServicesAmt2225111
IRS990/OtherExpensesGrp/ProgramServicesAmt3131608
IRS990/OtherExpensesGrp/TotalAmt0423409
IRS990/OtherExpensesGrp/TotalAmt1392311
IRS990/OtherExpensesGrp/TotalAmt2225111
IRS990/OtherExpensesGrp/TotalAmt3131608
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/Desc0LIQUIDATED DAMAGES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05983
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05983
IRS990/OtherRevenueTotalAmt05983
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0365994
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02095860
IRS990/OtherSalariesAndWagesGrp/TotalAmt02461854
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt032369
IRS990/PayrollTaxesGrp/ProgramServicesAmt0185359
IRS990/PayrollTaxesGrp/TotalAmt0217728
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt099081
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0186445
IRS990/PrincipalOfficerNm0DOUGLAS STOCKWELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/BusinessCd3532000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1TRAINING SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc2TUITION
IRS990/ProgramServiceRevenueGrp/Desc3RELATED PARTY RENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08976555
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1123563
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt271523
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt346916
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08976555
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1123563
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt271523
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt346916
IRS990/ProgSrvcAccomActy2Grp/Desc0EXCESS GOVERNMENT PROPERTY IS MAINTAINED BY THE FUND FOR USE IN THE TRAINING PROGRAMS PURSUANT TO COOPERATIVE AGREEMENT BETWEEN THE INTERNATIONAL UNION OF OPERATING ENGINEERS AND THE U.S DEPT OF LABOR. THE FUND HELD GOVERNMENT PROPERTY AT YEAR END OF $1,446,755.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt052291
IRS990/PYOtherExpensesAmt02670823
IRS990/PYOtherRevenueAmt03384
IRS990/PYProgramServiceRevenueAmt08410397
IRS990/PYRevenuesLessExpensesAmt01973507
IRS990/PYSalariesCompEmpBnftPaidAmt03821742
IRS990/PYTotalExpensesAmt06492565
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08466072
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02384411
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt09218069
IRS990/SavingsAndTempCashInvstGrp/BOYAmt07616189
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08615434
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02400378
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02493642
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04894020
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt0678660
IRS990ScheduleD/DonatedServicesUseFcltsAmt0678660
IRS990ScheduleD/EquipmentGrp/BookValueAmt03496695
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07484146
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010980841
IRS990ScheduleD/ExpensesNotReportedAmt0694536
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt06894195
IRS990ScheduleD/LandGrp/BookValueAmt02242793
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02242793
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt024877
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0304603
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0329480
IRS990ScheduleD/NetUnrealizedGainsInvstAmt020668
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0332098
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt18071275
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0OTHER RECEIVABLES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CONSTRUCTION IN PROGRESS
IRS990ScheduleD/OtherExpensesIncludedAmt015876
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt094164
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt094164
IRS990ScheduleD/OtherRevenueAmt01947710
IRS990ScheduleD/RevenueNotReportedAmt02647038
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt09278606
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TRANSFER FROM RELATED PARTY 1,931,834. BOOK INVENTORY COGS 15,876.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BOOK INVENTORY COGS 15,876.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08258907

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$28,165,158
Liabilities
$5,984,289
Net assets
$22,180,869
Revenue
$9,278,606
Expenses
$6,894,195
Net income
$2,384,411
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$57.8$20.5$37.3$23.1$13.6$9.57
2024Detailed filing. Detailed filing data is available for this year.$46.7$19.1$27.6$13.7$11.4$2.24
2023Detailed filing. Detailed filing data is available for this year.$25.9$0.57$25.4$10.6$9.96$0.64
2022Detailed filing. Detailed filing data is available for this year.$25.3$0.53$24.7$10.1$8.59$1.46
2021Detailed filing. Detailed filing data is available for this year.$27.1$3.88$23.2$8.85$7.84$1.01
2020Detailed filing. Detailed filing data is available for this year.$28.2$5.98$22.2$9.28$6.89$2.38
2019Detailed filing. Detailed filing data is available for this year.$19.3$1.45$17.8$8.47$6.49$1.97
2018Detailed filing. Detailed filing data is available for this year.$16.2$0.32$15.8$9.31$5.76$3.55
2017Detailed filing. Detailed filing data is available for this year.$12.7$0.38$12.3$7.65$5.31$2.34
2016Detailed filing. Detailed filing data is available for this year.$10.3$0.37$9.98$6.91$5.05$1.86
2015Detailed filing. Detailed filing data is available for this year.$8.43$0.32$8.11$6.37$4.17$2.20
2014Detailed filing. Detailed filing data is available for this year.$6.10$0.18$5.92$5.07$3.50$1.57
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.54$0.19$4.35$3.81$3.32$0.49
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.27$0.41$3.86$3.39
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.32$0.66$3.66$3.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.65$0.96$3.69$3.32