Liabilities / Assets
26th percentile
Higher debt load relative to assets than 26% of similar nonprofits.
International Union Operating Engin Union 147-Joint Apprenticeship Prog
990 • Fiscal year 2024 • EIN 54-6062748
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
24th percentile
Higher debt load relative to revenue than 24% of similar nonprofits.
Net Margin
93rd percentile
Higher net margin than 93% of similar nonprofits.
Top Officer Pay
66th percentile
Higher top officer pay than 66% of similar nonprofits.
Top officer pay equals 3.3% of source-year revenue.
Asset Growth
95th percentile
Faster asset growth than 95% of similar nonprofits.
Revenue Growth
94th percentile
Faster revenue growth than 94% of similar nonprofits.
Balance Sheet
Assets
Up$3,703,500
Up $1,961,724 (+113%) from 2023
Net Assets
Up$3,691,721
Up $1,958,199 (+113%) from 2023
Liabilities
Up$11,779
Up $3,525 (+43%) from 2023
Revenue And Expenses
Revenue
Up$3,031,832
Up $1,917,229 (+172%) from 2023
Expenses
Up$1,073,633
Up $261,252 (+32%) from 2023
Net Income
Up$1,958,199
Up $1,655,977 (+548%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2023 to Jun 30, 2024
- Signed
- Aug 7, 2024
- Return Version
- 2023v5.0
- Gross Receipts
- $3,031,832
Mission and Program Overview
Mission
Education of operating engineers.
Education of operating engineers
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Land, Buildings, and Equipment, Net | $658,452 | $2,021,775 | ▲ $1,363,323 |
| Savings and Temporary Cash Investments | $770,000 | $1,152,000 | ▲ $382,000 |
| Cash and Non-Interest-Bearing Accounts | $313,324 | $529,725 | ▲ $216,401 |
| Total Assets | $1,741,776 | $3,703,500 | ▲ $1,961,724 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $2,954 | $7,414 | ▲ $4,460 |
| Other Liabilities | $5,300 | $4,365 | ▼ $935 |
| Total Liabilities | $8,254 | $11,779 | ▲ $3,525 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $1,733,522 | $3,691,721 | ▲ $1,958,199 |
| Total Net Assets Fund Balance | $1,733,522 | $3,691,721 | ▲ $1,958,199 |
| Total Liabilities and Net Assets / Fund Balance | $1,741,776 | $3,703,500 | ▲ $1,961,724 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Land Buildings | $817,023 | $706,904 | $1,523,927 |
| Buildings | $1,142,351 | $137,511 | $1,279,862 |
| Land | $62,401 | - | $62,401 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Matthew E Baker | Training Director | FT | $99,091 | $99,091 |
Board Members and Trustees
| Name | Title |
|---|---|
| Brady Horne | Chairman |
| Chris Macey | Trustee |
| Jack Rice | Trustee |
| Raymond Staton | Trustee |
| Ryan Garbarino | Trustee |
| Steve Rumburg | Trustee |
| Blair Carlton | Secretary |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $938,527
- Program Service Revenue
- $2,034,659
- Investment Income
- $58,646
- Other Revenue
- $0
- All Other Contributions
- $938,527
- Change in Net Assets
- $1,958,199
Noncash Contribution Practices
- Property subject to holding requirements
- No
- Reviewed unusual noncash gifts
- No
- Third parties used for noncash contributions
- No
Noncash Contributions
| Contribution Type | Contribution Count | Reported Amount |
|---|---|---|
| Real Estate Other | 1 | $938,527 |
| Total Noncash Contributions | 1 | $938,527 |
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $655,608 |
| Salaries, Compensation, and Employee Benefits | $418,025 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | $256,797 | - | - | $256,797 |
| Depreciation Depletion | $233,359 | - | - | $233,359 |
| All Other Expenses | $118,018 | - | - | $118,018 |
| Pension Plan Contributions | $103,012 | - | - | $103,012 |
| Other Expenses | $49,425 | - | - | $49,425 |
| Other Employee Benefits | $38,532 | - | - | $38,532 |
| Payroll Taxes | $19,684 | - | - | $19,684 |
| Fees for Services Accounting | $10,924 | - | - | $10,924 |
| Travel | $5,507 | - | - | $5,507 |
| Occupancy | $4,923 | - | - | $4,923 |
| Fees for Service Investment Mgmnt Fees | $2,335 | - | - | $2,335 |
| Interest | $679 | - | - | $679 |
| Total Functional Expenses | $1,073,633 | $0 | $0 | $1,073,633 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Other Liabilities | $4,365 |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Annual disclosure for covered persons
- Yes
- Backup withholding compliance
- No
- 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
- No
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- Yes
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI
“Form 990, part vi, line 6-explanation of classes of members or shareholder the joint apprenticeship program is compromised of members. Form 990, part iv, line 7a-how members or shareholders elect governing body-members who are active and in good standing have the power to elect or appoint one or more members of the governing body. Form 990, part vi, line 7b-decisions of governining body approval by members or shareholders-all governing decisions are subject to approval by members. Form 990, part vi, line 11b-form 990 review process-the governing board is presented a copy of the form 990 each year before the return is filed. The officer of the joint apprenticeship program must sign the e-file authorization form prior to the return being electronically filed. Form 990, part vi, line 12c-explanation of monitoring and enforcement of conflicts- the organization has a written policy for conflicts of interest incorporated in its by-laws and investigates any perceived conflicts of interest. Form 990, part vi, line 15a-compensation review & approval process-ceo & top management- the board of trustees meets to determine the salary of the training director and the assistant training director according to the pay scale used by the iuoe unions. Form 990, part vi, line 19-other organization documents publicly available- the organization makes available to all members and the public upon request, copies of governing documents, conflict of interest policy, and all financial statements and the annual form 990.”
Form 990, Page 6, Part VI, Line 6
“SEE SCHEDULE O”
Form 990, Page 6, Part VI, Line 7A
“SEE SCHEDULE O”
Form 990, Page 6, Part VI, Line 7B
“SEE SCHEDULE O”
Form 990, Page 6, Part VI, Line 11B
“SEE SCHEDULE O”
Form 990, Page 6, Part VI, Line 12C
“SEE SCHEDULE O”
Form 990, Page 6, Part VI, Line 15A
“SEE SCHEDULE O”
Form 990, Page 6, Part VI, Line 19
“SEE SCHEDULE O”
Filing and Contact Details
Filer
- Filer Name
- International Union Operating Engin
- EIN
- 54-6062748
- Phone
- 8048364707
- Address
- 21883 CABIN POINT RD, DISPUTANTA, VA 23842
Signing Officer
- Name
- Matthew E Baker
- Title
- Training Director
- Phone
- 8049914555
- Signed
- 2024-08-07
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Matthew E Baker
- Formed
- 1968
- Legal Domicile
- Va
- Voting Board Members
- 6
- Independent Board Members
- 6
- Employees
- 3
Preparer
- Firm
- Burgess & Co Plc Cpas
- Address
- PO BOX 634, FRANKLIN, VA 23851
- Preparer
- Brenton D Burgess CPA
- Phone
- 7575698156
Supplemental Narrative
Additional Explanations
Form 990, Page 2, Part III, Line 4D
“Education of operating engineers”
Form 990, Part IX, Line 24E
“Insurance 30,117 0 0 gas, oil and grease 25,049 0 0 equipment rental 18,326 0 0 supplies 12,275 0 0 telephone and communicati 5,711 0 0 computer and email servic 5,350 0 0 licenses and permits 4,940 0 0 printing and copying 4,762 0 0 property taxes 4,725 0 0 office supplies 2,735 0 0 trash removal 1,434 0 0 postage and shipping 1,234 0 0 bank charges 885 0 0 payroll processing fee 475 0 0 total 118,018 0 0”
Raw XML Appendix379 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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 2954 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 7414 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | EDUCATION OF OPERATING ENGINEERS |
| IRS990/AllOtherContributionsAmt | 0 | 938527 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 118018 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 118018 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/BackupWthldComplianceInd | 0 | false |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | MATTHEW E BAKER |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 8048364707 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 31145 COLOSSE ROAD |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | CARRSVILLE |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | VA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 23315 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 313324 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 529725 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | true |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 938527 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 58646 |
| IRS990/CYOtherExpensesAmt | 0 | 655608 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 2034659 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 1958199 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 418025 |
| IRS990/CYTotalExpensesAmt | 0 | 1073633 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 3031832 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | true |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | true |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/DepreciationDepletionGrp/ProgramServicesAmt | 0 | 233359 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 233359 |
| IRS990/Desc | 0 | EDUCATION OF OPERATING ENGINEERS |
| IRS990/DescribedInSection501c3Ind | 0 | true |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | true |
| IRS990/EmployeeCnt | 0 | 3 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/ExpenseAmt | 0 | 1073633 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 10924 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 10924 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 2335 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 2335 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | MATTHEW E BAKER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | BLAIR CARLTON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | RYAN GARBARINO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | BRADY HORNE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | CHRIS MACEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | JACK RICE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | STEVE RUMBURG |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | RAYMOND STATON |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 99091 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRAINING DIR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1968 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/OtherAmt | 0 | 17500 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/OtherAmt | 0 | 17500 |
| IRS990/GrossReceiptsAmt | 0 | 3031832 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InterestGrp/ProgramServicesAmt | 0 | 679 |
| IRS990/InterestGrp/TotalAmt | 0 | 679 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 41146 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 41146 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/IRPDocumentCnt | 0 | 3 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 844415 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 658452 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 2021775 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 2866190 |
| IRS990/LegalDomicileStateCd | 0 | VA |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | true |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | EDUCATION OF OPERATING ENGINEERS |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
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| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 3691721 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 17500 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 17500 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 1733522 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 3691721 |
| IRS990/NoncashContributionsAmt | 0 | 938527 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 4923 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 4923 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 38532 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 38532 |
| IRS990/OtherExpensesGrp/Desc | 0 | TRAINING AND DEVELOPMENT |
| IRS990/OtherExpensesGrp/Desc | 1 | REPAIRS AND MAINTENANCE |
| IRS990/OtherExpensesGrp/Desc | 2 | NTF ASSESSMENTS |
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| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 72379 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 66547 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 49425 |
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| IRS990/OtherExpensesGrp/TotalAmt | 1 | 72379 |
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| IRS990/OtherExpensesGrp/TotalAmt | 3 | 49425 |
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| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 4365 |
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| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 256797 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 19684 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 19684 |
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| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 103012 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfficerNm | 0 | MATTHEW E BAKER |
| IRS990/ProfessionalFundraisingInd | 0 | false |
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| IRS990/ProgramServiceRevenueGrp/Desc | 1 | INSTRUCTIONAL FEE REIMBURSE |
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| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 14024 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 2020635 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 14024 |
| IRS990/ProgSrvcAccomActyOtherGrp/Desc | 0 | EDUCATION OF OPERATING ENGINEERS |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 43572 |
| IRS990/PYOtherExpensesAmt | 0 | 497578 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 1071031 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 302222 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 314803 |
| IRS990/PYTotalExpensesAmt | 0 | 812381 |
| IRS990/PYTotalRevenueAmt | 0 | 1114603 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 1958199 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | true |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/RevenueAmt | 0 | 2034659 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 770000 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1152000 |
| IRS990ScheduleA/SchoolInd | 0 | X |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990/ScheduleBRequiredInd | 0 | true |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 1142351 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 137511 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 1279862 |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 62401 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 62401 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 817023 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 706904 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 1523927 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 4365 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | OTHER LIABILITIES |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 2021775 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 4365 |
| IRS990ScheduleE/ComplianceWithRevProc7550Ind | 0 | true |
| IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceAthltProgInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceEducPlcyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceOtherActyInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceSchsInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd | 0 | false |
| IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd | 0 | false |
| IRS990ScheduleE/GovernmentFinancialAidRcvdInd | 0 | false |
| IRS990ScheduleE/GovernmentFinancialAidRvkdInd | 0 | false |
| IRS990ScheduleE/MaintainCpyOfAllSolInd | 0 | true |
| IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd | 0 | true |
| IRS990ScheduleE/MaintainRacialCompRecsInd | 0 | true |
| IRS990ScheduleE/MaintainScholarshipsRecsInd | 0 | true |
| IRS990ScheduleE/NondiscriminatoryPolicyStmtInd | 0 | true |
| IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd | 0 | true |
| IRS990ScheduleE/PolicyStmtInBrochuresEtcInd | 0 | true |
| IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt | 0 | ALL APPLICANTS AND APPRENTICES ARE TREATED EQUALLY THROUGHOUT THE RECRUITMENT, SELECTION, AND TRAINING PROCESS WITHOUT REGARD TO RACE, RELIGION, COLOR, GENDER, OR NATIONAL ORIGIN. |
| IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | SCHEDULE E, LINE 3 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990ScheduleM/AnyPropertyThatMustBeHeldInd | 0 | false |
| IRS990ScheduleM/RealEstateOtherGrp/ContributionCnt | 0 | 1 |
| IRS990ScheduleM/RealEstateOtherGrp/NonCashCheckboxInd | 0 | X |
| IRS990ScheduleM/RealEstateOtherGrp/NoncashContributionsRptF990Amt | 0 | 938527 |
| IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd | 0 | false |
| IRS990ScheduleM/ThirdPartiesUsedInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EDUCATION OF OPERATING ENGINEERS |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | FORM 990, PART VI, LINE 6-EXPLANATION OF CLASSES OF MEMBERS OR SHAREHOLDER THE JOINT APPRENTICESHIP PROGRAM IS COMPROMISED OF MEMBERS. FORM 990, PART IV, LINE 7A-HOW MEMBERS OR SHAREHOLDERS ELECT GOVERNING BODY-MEMBERS WHO ARE ACTIVE AND IN GOOD STANDING HAVE THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, LINE 7B-DECISIONS OF GOVERNINING BODY APPROVAL BY MEMBERS OR SHAREHOLDERS-ALL GOVERNING DECISIONS ARE SUBJECT TO APPROVAL BY MEMBERS. FORM 990, PART VI, LINE 11B-FORM 990 REVIEW PROCESS-THE GOVERNING BOARD IS PRESENTED A COPY OF THE FORM 990 EACH YEAR BEFORE THE RETURN IS FILED. THE OFFICER OF THE JOINT APPRENTICESHIP PROGRAM MUST SIGN THE E-FILE AUTHORIZATION FORM PRIOR TO THE RETURN BEING ELECTRONICALLY FILED. FORM 990, PART VI, LINE 12C-EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS- THE ORGANIZATION HAS A WRITTEN POLICY FOR CONFLICTS OF INTEREST INCORPORATED IN ITS BY-LAWS AND INVESTIGATES ANY PERCEIVED CONFLICTS OF INTEREST. FORM 990, PART VI, LINE 15A-COMPENSATION REVIEW & APPROVAL PROCESS-CEO & TOP MANAGEMENT- THE BOARD OF TRUSTEES MEETS TO DETERMINE THE SALARY OF THE TRAINING DIRECTOR AND THE ASSISTANT TRAINING DIRECTOR ACCORDING TO THE PAY SCALE USED BY THE IUOE UNIONS. FORM 990, PART VI, LINE 19-OTHER ORGANIZATION DOCUMENTS PUBLICLY AVAILABLE- THE ORGANIZATION MAKES AVAILABLE TO ALL MEMBERS AND THE PUBLIC UPON REQUEST, COPIES OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ALL FINANCIAL STATEMENTS AND THE ANNUAL FORM 990. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | SEE SCHEDULE O |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | SEE SCHEDULE O |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | SEE SCHEDULE O |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | SEE SCHEDULE O |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | SEE SCHEDULE O |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | SEE SCHEDULE O |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | SEE SCHEDULE O |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | INSURANCE 30,117 0 0 GAS, OIL AND GREASE 25,049 0 0 EQUIPMENT RENTAL 18,326 0 0 SUPPLIES 12,275 0 0 TELEPHONE AND COMMUNICATI 5,711 0 0 COMPUTER AND EMAIL SERVIC 5,350 0 0 LICENSES AND PERMITS 4,940 0 0 PRINTING AND COPYING 4,762 0 0 PROPERTY TAXES 4,725 0 0 OFFICE SUPPLIES 2,735 0 0 TRASH REMOVAL 1,434 0 0 POSTAGE AND SHIPPING 1,234 0 0 BANK CHARGES 885 0 0 PAYROLL PROCESSING FEE 475 0 0 TOTAL 118,018 0 0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 2, PART III, LINE 4D |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PAGE 6, PART VI, LINE 6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PAGE 6, PART VI, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PAGE 6, PART VI, LINE 7B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PAGE 6, PART VI, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990, PAGE 6, PART VI, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PAGE 6, PART VI, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | FORM 990, PART IX, LINE 24E |
| IRS990/SchoolOperatingInd | 0 | true |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 1741776 |
| IRS990/TotalAssetsEOYAmt | 0 | 3703500 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 1741776 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 3703500 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalContributionsAmt | 0 | 938527 |
| IRS990/TotalEmployeeCnt | 0 | 3 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 1073633 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 1073633 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 8254 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 11779 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 8254 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 11779 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 1733522 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 3691721 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 1073633 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 2034659 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 99091 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 2093305 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 3031832 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 1741776 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 3703500 |
| IRS990/TravelGrp/ProgramServicesAmt | 0 | 5507 |
| IRS990/TravelGrp/TotalAmt | 0 | 5507 |
| IRS990/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 31145 COLOSSE ROAD |
| IRS990/USAddress/CityNm | 0 | CARRSVILLE |
| IRS990/USAddress/StateAbbreviationCd | 0 | VA |
| IRS990/USAddress/ZIPCd | 0 | 23315 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 6 |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2024-08-08 14:25:15Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | MATTHEW E BAKER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRAINING DIRECTOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8049914555 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-08-07 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | INTERNATIONAL UNION OPERATING ENGIN |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | LOCAL 147 JOINT APPRENTICESHIP |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | INTE |
| ReturnHeader/Filer/EIN | 0 | 546062748 |
| ReturnHeader/Filer/PhoneNum | 0 | 8048364707 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 21883 CABIN POINT RD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | DISPUTANTA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 23842 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 832329738 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | BURGESS & CO PLC CPAS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 634 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | FRANKLIN |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | VA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 23851 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7575698156 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-08-08 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | BRENTON D BURGESS CPA |
| ReturnHeader/ReturnTs | 0 | 2024-08-19T14:39:40-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-06-30 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $3,703,500
- Liabilities
- $11,779
- Net assets
- $3,691,721
- Revenue
- $3,031,832
- Expenses
- $1,073,633
- Net income
- $1,958,199