Civic Intelligence

Operating Engineers Local No 37 Apprenticeship and Training Fund

990 • Fiscal year 2018 • EIN 52-0893636

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 12, 2019

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

9th percentile

0.00x

Higher debt load relative to assets than 9% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

9th percentile

0.00x

Higher debt load relative to revenue than 9% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

61st percentile

7.1%

Higher net margin than 61% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

67th percentile

$164,441

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

48th percentile

1.1%

Faster asset growth than 48% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

21st percentile

-8.5%

Faster revenue growth than 21% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$5,958,210

Up $66,910 (+1.1%) from 2017

Net Assets

Up

$5,953,650

Up $81,217 (+1.4%) from 2017

Liabilities

Down

$4,560

Down $14,307 (-76%) from 2017

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin61st percentile

Revenue

Down

$1,177,983

Down $109,940 (-8.5%) from 2017

Expenses

Up

$1,094,528

Up $58,962 (+5.7%) from 2017

Net Income

Down

$83,455

Down $168,902 (-67%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2018

Assets$5,958,210
Liabilities$4,560
Net Assets$5,953,650
Open 2018 Filing

Operations Trend

Revenue Growth21st 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

2018

Revenue$1,177,983
Expenses$1,094,528
Net Income$83,455
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 12, 2019
Return Version
2018v3.1
Gross Receipts
$1,177,983
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$5,872,433$5,953,650▲ $81,217
Land, Buildings, and Equipment, Net$3,467,452$3,331,071▼ $136,381
Cash and Non-Interest-Bearing Accounts$2,219,668$1,440,411▼ $779,257
Savings and Temporary Cash Investments-$1,002,051-
Accounts Receivable$186,079$162,120▼ $23,959
Prepaid Expenses and Deferred Charges$18,101$22,557▲ $4,456
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$5,891,300$5,958,210▲ $66,910
Liabilities
Accounts Payable and Accrued Expenses$18,867$4,560▼ $14,307
Total Liabilities$18,867$4,560▼ $14,307
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,872,433$5,953,650▲ $81,217
Total Liabilities and Net Assets / Fund Balance$5,891,300$5,958,210▲ $66,910

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,865,382$186,302$2,051,684
Equipment$393,724$999,862$1,393,586
Other Land Buildings$436,109$274,144$710,253
Land$635,856-$635,856
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles McgeeTraining School DirectorFT$96,753$61,564$158,317

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,171,266
Investment Income
$4,289
Other Revenue
$2,428
Change in Net Assets
$83,455

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,177,983
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-2,238
Total Revenue per Audited Statements
$1,175,745
Total Revenue per Form 990
$1,177,983
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$658,570
Other Expenses$435,958
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$209,008$49,258-$258,266
Depreciation Depletion$156,522$61,897-$218,419
Current Officers, Directors, Trustees, and Key Employees$96,753$61,564-$158,317
Pension Plan Contributions$97,919$33,175-$131,094
Other Employee Benefits$52,933$11,668-$64,601
Office Expenses$43,314$17,130-$60,444
Payroll Taxes$33,977$12,315-$46,292
Insurance$22,618$8,945-$31,563
Fees for Services Management-$18,203-$18,203
Other Expenses$16,230$6,346-$16,230
Fees for Services Legal-$10,487-$10,487
Fees for Services Accounting-$6,900-$6,900
Travel-$2,545-$2,545
Total Functional Expenses$780,274$314,254$0$1,094,528

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,094,528
Total Expenses per Audited Statements$1,094,528
Total Expenses per Form 990$1,094,528
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 11B

“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
Robert Holsey
Title
Trustee
Phone
4102549595
Signed
2019-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Holsey
Formed
1966
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
5
Employees
5
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE, BETHESDA, MD 20814
Preparer
Peter P Osman CPA
Phone
2023319880
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 by the irs or the various states the plan files returns. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 457 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt018867
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04560
IRS990/AccountsReceivableGrp/BOYAmt0186079
IRS990/AccountsReceivableGrp/EOYAmt0162120
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE TRAINING TO FUND PARTICIPANTS
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum04102549595
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03615 NORTH POINT BOULEVARD NO C
IRS990/BooksInCareOfDetail/USAddress/CityNm0BALTIMORE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021222
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt05872433
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt05953650
IRS990/CashNonInterestBearingGrp/BOYAmt02219668
IRS990/CashNonInterestBearingGrp/EOYAmt01440411
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt061564
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt096753
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0158317
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04289
IRS990/CYOtherExpensesAmt0435958
IRS990/CYOtherRevenueAmt02428
IRS990/CYProgramServiceRevenueAmt01171266
IRS990/CYRevenuesLessExpensesAmt083455
IRS990/CYSalariesCompEmpBnftPaidAmt0658570
IRS990/CYTotalExpensesAmt01094528
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01177983
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt061897
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0156522
IRS990/DepreciationDepletionGrp/TotalAmt0218419
IRS990/Desc0TO PROVIDE TRAINING TO FUND PARTICIPANTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0780274
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06900
IRS990/FeesForServicesAccountingGrp/TotalAmt06900
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt010487
IRS990/FeesForServicesLegalGrp/TotalAmt010487
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt018203
IRS990/FeesForServicesManagementGrp/TotalAmt018203
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt550.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt040887
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt364554
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt561564
IRS990/Form990PartVIISectionAGrp/PersonNm0JOSEPH SHANAHAN
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLES HOLUB
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES P MCNELIS
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT A HOLSEY
IRS990/Form990PartVIISectionAGrp/PersonNm4PIERCE FLANAGAN IV
IRS990/Form990PartVIISectionAGrp/PersonNm5CHARLES MCGEE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt596753
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0116273
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt399887
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRAINING SCHOOL DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01177983
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt08945
IRS990/InsuranceGrp/ProgramServicesAmt022618
IRS990/InsuranceGrp/TotalAmt031563
IRS990/InvestmentIncomeGrp/ExclusionAmt04289
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04289
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01460308
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03467452
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03331071
IRS990/LandBldgEquipCostOrOtherBssAmt04791379
IRS990/LegalDomicileStateCd0MD
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE TRAINING TO FUND PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05872433
IRS990/NetAssetsOrFundBalancesEOYAmt05953650
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2238
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017130
IRS990/OfficeExpensesGrp/ProgramServicesAmt043314
IRS990/OfficeExpensesGrp/TotalAmt060444
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011668
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt052933
IRS990/OtherEmployeeBenefitsGrp/TotalAmt064601
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2GAS AND OIL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013821
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16346
IRS990/OtherExpensesGrp/ProgramServicesAmt034949
IRS990/OtherExpensesGrp/ProgramServicesAmt116051
IRS990/OtherExpensesGrp/ProgramServicesAmt216230
IRS990/OtherExpensesGrp/TotalAmt048770
IRS990/OtherExpensesGrp/TotalAmt122397
IRS990/OtherExpensesGrp/TotalAmt216230
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt02428
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02428
IRS990/OtherRevenueTotalAmt02428
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt049258
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0209008
IRS990/OtherSalariesAndWagesGrp/TotalAmt0258266
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012315
IRS990/PayrollTaxesGrp/ProgramServicesAmt033977
IRS990/PayrollTaxesGrp/TotalAmt046292
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt033175
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt097919
IRS990/PensionPlanContributionsGrp/TotalAmt0131094
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018101
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt022557
IRS990/PrincipalOfficerNm0ROBERT HOLSEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01171266
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01171266
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt015000
IRS990/PYOtherExpensesAmt0430060
IRS990/PYOtherRevenueAmt051
IRS990/PYProgramServiceRevenueAmt01272872
IRS990/PYRevenuesLessExpensesAmt0252357
IRS990/PYSalariesCompEmpBnftPaidAmt0605506
IRS990/PYTotalExpensesAmt01035566
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01287923
IRS990/ReconcilationRevenueExpnssAmt083455
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01171266
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01002051
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01865382
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0186302
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02051684
IRS990ScheduleD/EquipmentGrp/BookValueAmt0393724
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0999862
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01393586
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01094528
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0635856
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0635856
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2238
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0436109
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0274144
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0710253
IRS990ScheduleD/RevenueNotReportedAmt0-2238
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01177983
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 BY THE IRS OR THE VARIOUS STATES THE PLAN FILES RETURNS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03331071
IRS990ScheduleD/TotalExpensesPerForm990Amt01094528
IRS990ScheduleD/TotalRevenuePerForm990Amt01177983
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01175745
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01094528
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
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt296753
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0116273
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt199887
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt246008
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt021239
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt134074
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt215556
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt019648
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt130480
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOSEPH SHANAHAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ROBERT A HOLSEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2CHARLES MCGEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRAINING SCHOOL DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2158317
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0157160
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1164441
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
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 11B
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05891300
IRS990/TotalAssetsEOYAmt05958210
IRS990/TotalAssetsGrp/BOYAmt05891300
IRS990/TotalAssetsGrp/EOYAmt05958210
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0314254
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0780274
IRS990/TotalFunctionalExpensesGrp/TotalAmt01094528
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018867
IRS990/TotalLiabilitiesEOYAmt04560
IRS990/TotalLiabilitiesGrp/BOYAmt018867
IRS990/TotalLiabilitiesGrp/EOYAmt04560
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05872433
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05953650
IRS990/TotalOtherCompensationAmt0167005
IRS990/TotalProgramServiceExpensesAmt0780274
IRS990/TotalProgramServiceRevenueAmt01171266
IRS990/TotalReportableCompFromOrgAmt096753
IRS990/TotalRevenueGrp/ExclusionAmt06717
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01171266

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,958,210
Liabilities
$4,560
Net assets
$5,953,650
Revenue
$1,177,983
Expenses
$1,094,528
Net income
$83,455
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