Civic Intelligence

Operating Engineers Local No 37 Apprenticeship and Training Fund

990 • Fiscal year 2022 • EIN 52-0893636

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

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

14th percentile

0.00x

Higher debt load relative to assets than 14% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

16th percentile

0.02x

Higher debt load relative to revenue than 16% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

22nd percentile

-6.0%

Higher net margin than 22% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

74th percentile

$189,768

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

43rd percentile

-1.3%

Faster asset growth than 43% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

31st percentile

-6.3%

Faster revenue growth than 31% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$5,943,606

Down $80,069 (-1.3%) from 2021

Net Assets

Down

$5,924,252

Down $67,613 (-1.1%) from 2021

Liabilities

Down

$19,354

Down $12,456 (-39%) from 2021

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin22nd percentile

Revenue

Down

$1,123,498

Down $75,638 (-6.3%) from 2021

Expenses

Down

$1,191,111

Down $50,398 (-4.1%) from 2021

Net Income

Down

-$67,613

Down $25,240 (-60%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2022

Assets$5,943,606
Liabilities$19,354
Net Assets$5,924,252
Open 2022 Filing

Operations Trend

Revenue Growth31st 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

2022

Revenue$1,123,498
Expenses$1,191,111
Net Income-$67,613
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$1,159,656
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$5,991,865$5,924,252▼ $67,613
Land, Buildings, and Equipment, Net$3,013,708$2,837,422▼ $176,286
Savings and Temporary Cash Investments$2,047,469$2,052,284▲ $4,815
Cash and Non-Interest-Bearing Accounts$828,130$958,185▲ $130,055
Accounts Receivable$111,165$94,768▼ $16,397
Prepaid Expenses and Deferred Charges$23,203$947▼ $22,256
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$6,023,675$5,943,606▼ $80,069
Liabilities
Accounts Payable and Accrued Expenses$31,810$19,354▼ $12,456
Total Liabilities$31,810$19,354▼ $12,456
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,991,865$5,924,252▼ $67,613
Total Liabilities and Net Assets / Fund Balance$6,023,675$5,943,606▼ $80,069

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,566,954$484,730$2,051,684
Equipment$387,903$1,427,951$1,815,854
Leasehold Improvements$246,709$463,544$710,253
Land$635,856-$635,856
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael FunkTraining School DirectorFT$102,280$59,114$161,394

Board Members and Trustees

NameTitle
Robert a HolseyChairman
Charles Mcgee JrTrustee
Mark F McquayTrustee
Pierce Flanagan IvTrustee
Steve DietrichTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,130,840
Investment Income
$-7,342
Other Revenue
$0
Change in Net Assets
$-67,613

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,123,498
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,123,498
Total Revenue per Form 990
$1,123,498
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$598,628
Salaries, Compensation, and Employee Benefits$592,483
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$186,835$68,827-$255,662
Depreciation Depletion$170,241$67,322-$237,563
Current Officers, Directors, Trustees, and Key Employees$102,280$59,114-$161,394
Pension Plan Contributions$107,116$4,668-$111,784
Office Expenses$53,512$21,163-$74,675
Insurance$35,157$13,904-$49,061
Other Expenses$36,960$16,408-$36,960
Other Employee Benefits$34,181--$34,181
Payroll Taxes$20,424$9,038-$29,462
Fees for Services Management-$20,878-$20,878
Fees for Services Legal-$12,169-$12,169
Fees for Services Accounting-$10,759-$10,759
Travel-$8,780-$8,780
Total Functional Expenses$852,613$338,498$0$1,191,111

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,191,111
Total Expenses per Audited Statements$1,191,111
Total Expenses per Form 990$1,191,111
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 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

“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
2023-11-14
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 STE 1200W, 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 460 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/PYTotalExpensesAmt01241509
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01199136
IRS990/ReconcilationRevenueExpnssAmt0-67613
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01130840
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02047469
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02052284
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01566954
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0484730
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02051684
IRS990ScheduleD/EquipmentGrp/BookValueAmt0387903
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01427951
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01815854
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01191111
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0635856
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0635856
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0246709
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0463544
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0710253
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01123498
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/TotalBookValueLandBuildingsAmt02837422
IRS990ScheduleD/TotalExpensesPerForm990Amt01191111
IRS990ScheduleD/TotalRevenuePerForm990Amt01123498
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01123498
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01191111
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/BaseCompensationFilingOrgAmt2102280
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0129202
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1109710
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/DeferredCompensationFlngOrgAmt249680
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt038407
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt138600
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt29434
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt022159
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt122159
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT A HOLSEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MARK F MCQUAY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2MICHAEL FUNK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRAINING SCHOOL DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2161394
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0189768
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1170469
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06023675
IRS990/TotalAssetsEOYAmt05943606
IRS990/TotalAssetsGrp/BOYAmt06023675
IRS990/TotalAssetsGrp/EOYAmt05943606
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0338498
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0852613
IRS990/TotalFunctionalExpensesGrp/TotalAmt01191111
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt031810
IRS990/TotalLiabilitiesEOYAmt019354
IRS990/TotalLiabilitiesGrp/BOYAmt031810
IRS990/TotalLiabilitiesGrp/EOYAmt019354
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05991865
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05924252
IRS990/TotalOtherCompensationAmt0180439
IRS990/TotalProgramServiceExpensesAmt0852613

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,943,606
Liabilities
$19,354
Net assets
$5,924,252
Revenue
$1,123,498
Expenses
$1,191,111
Net income
-$67,613
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