Civic Intelligence

Operating Engineers Local No 37 Apprenticeship and Training Fund

990 • Fiscal year 2014 • EIN 52-0893636

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 05, 2015

Organization ProfileN/A
3615 North Point Boulevard No CBaltimore, MD 21222

(410) 254-9595

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

29th percentile

0.03x

Higher debt load relative to revenue than 29% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

81st percentile

24%

Higher net margin than 81% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

82nd percentile

$136,526

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

63rd percentile

6.2%

Faster asset growth than 63% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

81st percentile

30%

Faster revenue growth than 81% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$4,868,548

Up $285,970 (+6.2%) from 2013

Net Assets

Up

$4,832,349

Up $255,776 (+5.6%) from 2013

Liabilities

Up

$36,199

Up $30,194 (+503%) from 2013

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin81st percentile

Revenue

Up

$1,057,266

Up $240,856 (+30%) from 2013

Expenses

Down

$801,490

Down $53,056 (-6.2%) from 2013

Net Income

Up

$255,776

Up $293,912 (+771%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $6,142,944Liabilities 2010: $223,566Net Assets 2010: $5,919,3782010Assets 2011: $4,648,860Liabilities 2011: $141,542Net Assets 2011: $4,507,3182011Assets 2012: $4,622,113Liabilities 2012: $7,404Net Assets 2012: $4,614,7092012Assets 2013: $4,582,578Liabilities 2013: $6,005Net Assets 2013: $4,576,5732013Assets 2014: $4,868,548Liabilities 2014: $36,199Net Assets 2014: $4,832,3492014Assets 2015: $5,286,460Liabilities 2015: $8,926Net Assets 2015: $5,277,5342015Assets 2016: $5,631,850Liabilities 2016: $11,774Net Assets 2016: $5,620,0762016Assets 2017: $5,891,300Liabilities 2017: $18,867Net Assets 2017: $5,872,4332017Assets 2018: $5,958,210Liabilities 2018: $4,560Net Assets 2018: $5,953,6502018Assets 2019: $6,146,967Liabilities 2019: $30,600Net Assets 2019: $6,116,3672019Assets 2020: $6,159,701Liabilities 2020: $125,802Net Assets 2020: $6,033,8992020Assets 2021: $6,023,675Liabilities 2021: $31,810Net Assets 2021: $5,991,8652021Assets 2022: $5,943,606Liabilities 2022: $19,354Net Assets 2022: $5,924,2522022Assets 2023: $7,568,732Liabilities 2023: $2,211Net Assets 2023: $7,566,5212023Assets 2024: $7,630,931Liabilities 2024: $22,009Net Assets 2024: $7,608,9222024

Highlighted filing

2014

Assets$4,868,548
Liabilities$36,199
Net Assets$4,832,349
Open 2014 Filing

Operations Trend

Revenue Growth81st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $5,759,497Expenses 2010: $1,087,197Net Income 2010: $4,672,3002010Revenue 2011: $820,929Expenses 2011: $2,232,989Net Income 2011: -$1,412,0602011Expenses 2012: $780,3122012Revenue 2013: $816,410Expenses 2013: $854,546Net Income 2013: -$38,1362013Revenue 2014: $1,057,266Expenses 2014: $801,490Net Income 2014: $255,7762014Revenue 2015: $1,283,669Expenses 2015: $838,484Net Income 2015: $445,1852015Revenue 2016: $1,364,006Expenses 2016: $1,021,464Net Income 2016: $342,5422016Revenue 2017: $1,287,923Expenses 2017: $1,035,566Net Income 2017: $252,3572017Revenue 2018: $1,177,983Expenses 2018: $1,094,528Net Income 2018: $83,4552018Revenue 2019: $1,304,684Expenses 2019: $1,147,722Net Income 2019: $156,9622019Revenue 2020: $1,063,416Expenses 2020: $1,142,642Net Income 2020: -$79,2262020Revenue 2021: $1,199,136Expenses 2021: $1,241,509Net Income 2021: -$42,3732021Revenue 2022: $1,123,498Expenses 2022: $1,191,111Net Income 2022: -$67,6132022Revenue 2023: $2,903,891Expenses 2023: $1,261,663Net Income 2023: $1,642,2282023Revenue 2024: $1,514,422Expenses 2024: $1,472,021Net Income 2024: $42,4012024

Highlighted filing

2014

Revenue$1,057,266
Expenses$801,490
Net Income$255,776
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 5, 2015
Return Version
2014v5.0
Gross Receipts
$1,058,746
Mission and Program Overview

Mission

To provide training to fund participants.

To provide training to fund participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,576,573$4,832,349▲ $255,776
Cash and Non-Interest-Bearing Accounts$2,913,299$3,207,803▲ $294,504
Land, Buildings, and Equipment, Net$1,558,467$1,516,049▼ $42,418
Accounts Receivable$74,003$107,925▲ $33,922
Prepaid Expenses and Deferred Charges$1,057$1,019▼ $38
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$4,582,578$4,868,548▲ $285,970
Other Assets Total$35,752$35,752→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property-$26,462-
Accounts Payable and Accrued Expenses$6,005$9,737▲ $3,732
Total Liabilities$6,005$36,199▲ $30,194
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,576,573$4,832,349▲ $255,776
Total Liabilities and Net Assets / Fund Balance$4,582,578$4,868,548▲ $285,970

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$273,398$727,155$1,000,553
Other Land Buildings$606,795$85,444$692,239
Land$635,856-$635,856
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles McgeeTraining School DirectorFT$82,758$53,768$136,526

Board Members and Trustees

NameTitle
Joseph ShanahanChairman
Charles HolubVice-chairman
James J SmithTrustee
James P McnelisTrustee
Pierce Flanagan IvTrustee
Robert a HolseyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,006,541
Investment Income
$47,020
Other Revenue
$3,705
Change in Net Assets
$255,776

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,057,266
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,057,266
Total Revenue per Form 990
$1,057,266
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$483,350
Other Expenses$318,140
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$137,683$41,522-$179,205
Depreciation Depletion$103,948$41,106-$145,054
Current Officers, Directors, Trustees, and Key Employees$82,758$53,768-$136,526
Pension Plan Contributions$65,680$28,212-$93,892
Fees for Services Management-$51,600-$51,600
Other Employee Benefits$37,008$12,648-$49,656
Office Expenses$17,630$6,972-$24,602
Payroll Taxes$16,806$7,265-$24,071
Insurance$14,130$5,588-$19,718
Other Expenses$13,674$4,264-$13,674
Occupancy$8,780$3,473-$12,253
Fees for Services Legal-$11,268-$11,268
Fees for Services Accounting-$4,000-$4,000
Travel-$402-$402
Total Functional Expenses$523,587$277,903$0$801,490

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$801,490
Total Expenses per Audited Statements$801,490
Total Expenses per Form 990$801,490
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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

“Trustees are appointed by the union and contributing employers.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with the authority to act on behalf of the governing body. All decisions and actions are made by the board of trustees.”

Form 990, Part VI, Section B, Line 11

“An electronic copy of the form 990 is circulated to the trustees prior to filing.”

Form 990, Part VI, Section B, Line 12C

“The organization is governed by erisa, which prohibits conflicts of interest. The board of trustees monitors the organization for potential conflicts of interest.”

Form 990, Part VI, Section B, Line 15

“Salaries are determined by knowledge of salaries at comparable positions and are reviewed by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The organization makes documents available to interested parties upon request as required by erisa and the internal revenue code.”

Filing and Contact Details

Filer

Filer Name
Operating Engineers Local No 37
EIN
52-0893636
Phone
4102549595
Address
3615 NORTH POINT BOULEVARD NO C, BALTIMORE, MD 21222

Signing Officer

Name
Joseph F Shanahan
Title
Trustee
Phone
4102549595
Signed
2015-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph F Shanahan
Formed
1966
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
6
Employees
6
Volunteers
0

Preparer

Firm
Salter & Company LLC
Address
4600 EAST-WEST HIGHWAY SUITE 300, BETHESDA, MD 20814-3415
Preparer
Peter P Osman CPA
Phone
3018307400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has not changed its oversight or selection process during the tax year.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination. The plan administrator is not aware of any uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements as of december 31, 2014. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes the plan is no longer subject to income tax examinations for years prior to 2011.”

Raw XML Appendix400 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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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03814
IRS990/PYOtherExpensesAmt0369932
IRS990/PYOtherRevenueAmt06412
IRS990/PYProgramServiceRevenueAmt0806184
IRS990/PYRevenuesLessExpensesAmt0-38136
IRS990/PYSalariesCompEmpBnftPaidAmt0484614
IRS990/PYTotalExpensesAmt0854546
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0816410
IRS990/ReconcilationRevenueExpnssAmt0255776
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01010246
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0273398
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0727155
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01000553
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0801490
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0635856
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0635856
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0606795
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt085444
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0692239
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01057266
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION. THE PLAN ADMINISTRATOR IS NOT AWARE OF ANY UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS AS OF DECEMBER 31, 2014. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01516049
IRS990ScheduleD/TotalExpensesPerForm990Amt0801490
IRS990ScheduleD/TotalRevenuePerForm990Amt01057266
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01057266
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0801490
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd00
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NEITHER NEWSPAPER NOR BROADCAST MEDIA ARE USED TO SOLICIT STUDENTS DURING ENROLLMENT PERIODS. APPLICATIONS ARE RECEIVED AND REVIEWED BY THE TRUSTEES IN ACCORDANCE WITH THE FUND'S POLICY OF RACIAL NONDISCRIMINATION TOWARDS STUDENTS.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1SOLICITATIONS ARE NOT MADE. CONTRIBUTIONS ARE RECEIVED FROM EMPLOYERS UNDER A COLLECTIVE BARGAINING AGREEMENT.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEES ARE APPOINTED BY THE UNION AND CONTRIBUTING EMPLOYERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. ALL DECISIONS AND ACTIONS ARE MADE BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN ELECTRONIC COPY OF THE FORM 990 IS CIRCULATED TO THE TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION IS GOVERNED BY ERISA, WHICH PROHIBITS CONFLICTS OF INTEREST. THE BOARD OF TRUSTEES MONITORS THE ORGANIZATION FOR POTENTIAL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SALARIES ARE DETERMINED BY KNOWLEDGE OF SALARIES AT COMPARABLE POSITIONS AND ARE REVIEWED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES DOCUMENTS AVAILABLE TO INTERESTED PARTIES UPON REQUEST AS REQUIRED BY ERISA AND THE INTERNAL REVENUE CODE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04582578
IRS990/TotalAssetsEOYAmt04868548
IRS990/TotalAssetsGrp/BOYAmt04582578
IRS990/TotalAssetsGrp/EOYAmt04868548
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0277903
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0523587
IRS990/TotalFunctionalExpensesGrp/TotalAmt0801490
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06005
IRS990/TotalLiabilitiesEOYAmt036199
IRS990/TotalLiabilitiesGrp/BOYAmt06005
IRS990/TotalLiabilitiesGrp/EOYAmt036199
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04576573
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04832349
IRS990/TotalOtherCompensationAmt053768
IRS990/TotalProgramServiceExpensesAmt0523587
IRS990/TotalProgramServiceRevenueAmt01006541
IRS990/TotalReportableCompFromOrgAmt082758
IRS990/TotalRevenueGrp/ExclusionAmt047020
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01010246
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01057266
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04582578
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04868548
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0402
IRS990/TravelGrp/TotalAmt0402
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03615 NORTH POINT BOULEVARD NO C
IRS990/USAddress/CityNm0BALTIMORE
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021222
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH F SHANAHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04102549595
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPERATING ENGINEERS LOCAL NO 37
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0APPRENTICESHIP AND TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0520893636
ReturnHeader/Filer/PhoneNum04102549595
ReturnHeader/Filer/USAddress/AddressLine1Txt03615 NORTH POINT BOULEVARD NO C
ReturnHeader/Filer/USAddress/CityNm0BALTIMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021222
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208078757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SALTER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04600 EAST-WEST HIGHWAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208143415
ReturnHeader/PreparerPersonGrp/PhoneNum03018307400
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER P OSMAN CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-11-05T09:54:42-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,868,548
Liabilities
$36,199
Net assets
$4,832,349
Revenue
$1,057,266
Expenses
$801,490
Net income
$255,776
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.63$0.02$7.61$1.51$1.47$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.57$0.00$7.57$2.90$1.26$1.64
2022Detailed filing. Detailed filing data is available for this year.$5.94$0.02$5.92$1.12$1.19$0.07
2021Detailed filing. Detailed filing data is available for this year.$6.02$0.03$5.99$1.20$1.24$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.16$0.13$6.03$1.06$1.14$0.08
2019Detailed filing. Detailed filing data is available for this year.$6.15$0.03$6.12$1.30$1.15$0.16
2018Detailed filing. Detailed filing data is available for this year.$5.96$0.00$5.95$1.18$1.09$0.08
2017Detailed filing. Detailed filing data is available for this year.$5.89$0.02$5.87$1.29$1.04$0.25
2016Detailed filing. Detailed filing data is available for this year.$5.63$0.01$5.62$1.36$1.02$0.34
2015Detailed filing. Detailed filing data is available for this year.$5.29$0.01$5.28$1.28$0.84$0.45
2014Detailed filing. Detailed filing data is available for this year.$4.87$0.04$4.83$1.06$0.80$0.26
2013Detailed filing. Detailed filing data is available for this year.$4.58$0.01$4.58$0.82$0.85$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.62$0.01$4.61$0.78
2011Summary only. Only limited summary data is available for this year.$4.65$0.14$4.51$0.82$2.23$1.41
2010Summary only. Only limited summary data is available for this year.$6.14$0.22$5.92$5.76$1.09$4.67