Civic Intelligence

Operating Engineers Local No 37 Apprenticeship and Training Fund

990 • Fiscal year 2023 • EIN 52-0893636

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 07, 2024

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

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

9th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

92nd percentile

57%

Higher net margin than 92% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

74th percentile

$192,316

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

82nd percentile

27%

Faster asset growth than 82% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

95th percentile

158%

Faster revenue growth than 95% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$7,568,732

Up $1,625,126 (+27%) from 2022

Net Assets

Up

$7,566,521

Up $1,642,269 (+28%) from 2022

Liabilities

Down

$2,211

Down $17,143 (-89%) from 2022

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin92nd percentile

Revenue

Up

$2,903,891

Up $1,780,393 (+158%) from 2022

Expenses

Up

$1,261,663

Up $70,552 (+5.9%) from 2022

Net Income

Up

$1,642,228

Up $1,709,841 (+2529%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2023

Assets$7,568,732
Liabilities$2,211
Net Assets$7,566,521
Open 2023 Filing

Operations Trend

Revenue Growth95th 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

2023

Revenue$2,903,891
Expenses$1,261,663
Net Income$1,642,228
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.1
Gross Receipts
$2,908,891
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$5,924,252$7,566,521▲ $1,642,269
Land, Buildings, and Equipment, Net$2,837,422$4,353,697▲ $1,516,275
Savings and Temporary Cash Investments$2,052,284$2,618,400▲ $566,116
Cash and Non-Interest-Bearing Accounts$958,185$497,654▼ $460,531
Accounts Receivable$94,768$93,960▼ $808
Prepaid Expenses and Deferred Charges$947$5,021▲ $4,074
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$5,943,606$7,568,732▲ $1,625,126
Liabilities
Accounts Payable and Accrued Expenses$19,354$2,211▼ $17,143
Total Liabilities$19,354$2,211▼ $17,143
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,924,252$7,566,521▲ $1,642,269
Total Liabilities and Net Assets / Fund Balance$5,943,606$7,568,732▲ $1,625,126

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,951,529$1,679,538$3,631,067
Buildings$1,566,954$484,730$2,051,684
Leasehold Improvements$199,358$510,895$710,253
Land$635,856-$635,856
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael FunkTraining School DirectorFT$105,675$64,024$169,699

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
$1,698,364
Program Service Revenue
$1,131,785
Investment Income
$73,742
Other Revenue
$0
Change in Net Assets
$1,642,228

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,903,891
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$41
Total Revenue per Audited Statements
$2,903,932
Total Revenue per Form 990
$2,903,891
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$663,004
Salaries, Compensation, and Employee Benefits$598,659
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$214,223$84,715-$298,938
Other Salaries and Wages$191,905$59,449-$251,354
Pension Plan Contributions$169,494--$169,494
Current Officers, Directors, Trustees, and Key Employees$105,675--$105,675
Office Expenses$69,972$27,673-$97,645
Insurance$35,021$13,850-$48,871
Other Employee Benefits$14,116$28,862-$42,978
Other Expenses$29,629$10,363-$29,629
Payroll Taxes$24,493$4,665-$29,158
Fees for Services Management-$18,000-$18,000
Fees for Services Legal-$13,683-$13,683
Fees for Services Accounting-$10,370-$10,370
Travel-$8,237-$8,237
Total Functional Expenses$953,161$308,502$0$1,261,663

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,261,663
Total Expenses per Audited Statements$1,261,663
Total Expenses per Form 990$1,261,663
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
Mark F Mcquay
Title
Trustee
Phone
4102549595
Signed
2024-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark F Mcquay
Formed
1966
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
5
Employees
4
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 466 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/BOYAmt019354
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02211
IRS990/AccountsReceivableGrp/BOYAmt094768
IRS990/AccountsReceivableGrp/EOYAmt093960
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 BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0BALTIMORE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021222
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt05924252
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt07566521
IRS990/CashNonInterestBearingGrp/BOYAmt0958185
IRS990/CashNonInterestBearingGrp/EOYAmt0497654
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0105675
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0105675
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01698364
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt073742
IRS990/CYOtherExpensesAmt0663004
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01131785
IRS990/CYRevenuesLessExpensesAmt01642228
IRS990/CYSalariesCompEmpBnftPaidAmt0598659
IRS990/CYTotalExpensesAmt01261663
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02903891
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt084715
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0214223
IRS990/DepreciationDepletionGrp/TotalAmt0298938
IRS990/Desc0TO PROVIDE TRAINING TO FUND PARTICIPANTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0953161
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010370
IRS990/FeesForServicesAccountingGrp/TotalAmt010370
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt013683
IRS990/FeesForServicesLegalGrp/TotalAmt013683
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt018000
IRS990/FeesForServicesManagementGrp/TotalAmt018000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt250.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt061423
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt161423
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt264024
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT A HOLSEY
IRS990/Form990PartVIISectionAGrp/PersonNm1MARK F MCQUAY
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL FUNK
IRS990/Form990PartVIISectionAGrp/PersonNm3PIERCE FLANAGAN IV
IRS990/Form990PartVIISectionAGrp/PersonNm4CHARLES MCGEE JR
IRS990/Form990PartVIISectionAGrp/PersonNm5STEVE DIETRICH
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2105675
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0130893
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1111476
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRAINING SCHOOL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt01698364
IRS990/GrantAmt01698364
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt05000
IRS990/GrossReceiptsAmt02908891
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt013850
IRS990/InsuranceGrp/ProgramServicesAmt035021
IRS990/InsuranceGrp/TotalAmt048871
IRS990/InvestmentIncomeGrp/ExclusionAmt073742
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt073742
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02675163
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02837422
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04353697
IRS990/LandBldgEquipCostOrOtherBssAmt07028860
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt05000
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/NetAssetsOrFundBalancesBOYAmt05924252
IRS990/NetAssetsOrFundBalancesEOYAmt07566521
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt041
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt027673
IRS990/OfficeExpensesGrp/ProgramServicesAmt069972
IRS990/OfficeExpensesGrp/TotalAmt097645
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt028862
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014116
IRS990/OtherEmployeeBenefitsGrp/TotalAmt042978
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2GAS AND OIL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt028635
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt110363
IRS990/OtherExpensesGrp/ProgramServicesAmt072429
IRS990/OtherExpensesGrp/ProgramServicesAmt126204
IRS990/OtherExpensesGrp/ProgramServicesAmt229629
IRS990/OtherExpensesGrp/TotalAmt0101064
IRS990/OtherExpensesGrp/TotalAmt136567
IRS990/OtherExpensesGrp/TotalAmt229629
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt059449
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0191905
IRS990/OtherSalariesAndWagesGrp/TotalAmt0251354
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04665
IRS990/PayrollTaxesGrp/ProgramServicesAmt024493
IRS990/PayrollTaxesGrp/TotalAmt029158
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0169494
IRS990/PensionPlanContributionsGrp/TotalAmt0169494
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0947
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05021
IRS990/PrincipalOfficerNm0MARK F MCQUAY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01131785
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01131785
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-7342
IRS990/PYOtherExpensesAmt0598628
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01130840
IRS990/PYRevenuesLessExpensesAmt0-67613
IRS990/PYSalariesCompEmpBnftPaidAmt0592483
IRS990/PYTotalExpensesAmt01191111
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01123498
IRS990/ReconcilationRevenueExpnssAmt01642228
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01131785
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02052284
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02618400
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01566954
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0484730
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02051684
IRS990ScheduleD/EquipmentGrp/BookValueAmt01951529
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01679538
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03631067
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01261663
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0635856
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0635856
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0199358
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0510895
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0710253
IRS990ScheduleD/NetUnrealizedGainsInvstAmt041
IRS990ScheduleD/RevenueNotReportedAmt041
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02903891
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/TotalBookValueLandBuildingsAmt04353697
IRS990ScheduleD/TotalExpensesPerForm990Amt01261663
IRS990ScheduleD/TotalRevenuePerForm990Amt02903891
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02903932
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01261663
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/BaseCompensationFilingOrgAmt2105675
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0130893
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1111476
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/DeferredCompensationFlngOrgAmt253279
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt038977
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt138977
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt210745
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt022446
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt122446
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/TotalCompensationFilingOrgAmt2169699
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0192316
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1172899
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/TotalAssetsBOYAmt05943606
IRS990/TotalAssetsEOYAmt07568732
IRS990/TotalAssetsGrp/BOYAmt05943606
IRS990/TotalAssetsGrp/EOYAmt07568732
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt01698364
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0308502

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,568,732
Liabilities
$2,211
Net assets
$7,566,521
Revenue
$2,903,891
Expenses
$1,261,663
Net income
$1,642,228
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
2023Detailed filing. Detailed filing data is available for this year.$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