Civic Intelligence

South Florida Operating Engineers

EIN 59-1500161 • 501(c)3 • Sparks, MD

Profile

To provide instruction and practice on construction equipment of the type used within the jurisdiction of the international union of operating engineers local 487.

911 Ridgebrook RoadSparks, MD 21152-9451

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

51st percentile

0.13x

Higher debt load relative to assets than 51% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

80th percentile

0.70x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

56th percentile

6.7%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2025

Revenue Growth

22nd percentile

-8.4%

Faster revenue growth than 22% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2025

Assets

Up

$7,614,531

Up $206,558 (+2.8%) from 2024

Liabilities

Down

$1,003,439

Down $125,465 (-11%) from 2024

Net Assets

Up

$6,611,092

Up $332,023 (+5.3%) from 2024

Revenue

Down

$1,429,435

Down $36,097 (-2.5%) from 2024

Expenses

Up

$1,104,128

Up $162,966 (+17%) from 2024

Net Income

Down

$325,307

Down $199,063 (-38%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,188,482Liabilities 2010: $459,097Net Assets 2010: $1,729,3852010Assets 2011: $2,193,722Liabilities 2011: $434,501Net Assets 2011: $1,759,2212011Assets 2012: $2,150,495Liabilities 2012: $410,082Net Assets 2012: $1,740,4132012Assets 2013: $2,166,202Liabilities 2013: $384,161Net Assets 2013: $1,782,0412013Assets 2014: $2,134,129Liabilities 2014: $352,036Net Assets 2014: $1,782,0932014Assets 2015: $2,249,502Liabilities 2015: $321,979Net Assets 2015: $1,927,5232015Assets 2016: $2,423,816Liabilities 2016: $320,540Net Assets 2016: $2,103,2762016Assets 2017: $2,952,108Liabilities 2017: $302,903Net Assets 2017: $2,649,2052017Assets 2018: $3,162,323Liabilities 2018: $60,321Net Assets 2018: $3,102,0022018Assets 2019: $3,754,236Liabilities 2019: $53,660Net Assets 2019: $3,700,5762019Assets 2020: $4,315,201Liabilities 2020: $85,638Net Assets 2020: $4,229,5632020Assets 2021: $4,696,053Liabilities 2021: $50,556Net Assets 2021: $4,645,4972021Assets 2022: $4,975,422Liabilities 2022: $17,035Net Assets 2022: $4,958,3872022Assets 2023: $6,684,954Liabilities 2023: $938,991Net Assets 2023: $5,745,9632023Assets 2024: $7,407,973Liabilities 2024: $1,128,904Net Assets 2024: $6,279,0692024Assets 2025: $7,614,531Liabilities 2025: $1,003,439Net Assets 2025: $6,611,0922025

Highlighted filing

2025

Assets$7,614,531
Liabilities$1,003,439
Net Assets$6,611,092

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0Expenses 2010: $308,3732010Expenses 2011: $279,7832011Expenses 2012: $302,2232012Expenses 2013: $315,1312013Revenue 2014: $383,638Expenses 2014: $371,812Net Income 2014: $11,8262014Revenue 2015: $459,759Expenses 2015: $315,691Net Income 2015: $144,0682015Revenue 2016: $581,914Expenses 2016: $378,834Net Income 2016: $203,0802016Revenue 2017: $964,267Expenses 2017: $435,838Net Income 2017: $528,4292017Revenue 2018: $873,895Expenses 2018: $423,397Net Income 2018: $450,4982018Revenue 2019: $1,036,148Expenses 2019: $429,293Net Income 2019: $606,8552019Revenue 2020: $1,123,112Expenses 2020: $526,302Net Income 2020: $596,8102020Revenue 2021: $829,272Expenses 2021: $562,951Net Income 2021: $266,3212021Revenue 2022: $1,018,654Expenses 2022: $569,992Net Income 2022: $448,6622022Revenue 2023: $1,705,164Expenses 2023: $785,971Net Income 2023: $919,1932023Revenue 2024: $1,465,532Expenses 2024: $941,162Net Income 2024: $524,3702024Revenue 2025: $1,429,435Expenses 2025: $1,104,128Net Income 2025: $325,3072025

Highlighted filing

2025

Revenue$1,429,435
Expenses$1,104,128
Net Income$325,307

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.61$1.00$6.61$1.43$1.10$0.33
2024Detailed filing. Detailed filing data is available for this year.$7.41$1.13$6.28$1.47$0.94$0.52
2023Detailed filing. Detailed filing data is available for this year.$6.68$0.94$5.75$1.71$0.79$0.92
2022Detailed filing. Detailed filing data is available for this year.$4.98$0.02$4.96$1.02$0.57$0.45
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.70$0.05$4.65$0.83$0.56$0.27
2020Detailed filing. Detailed filing data is available for this year.$4.32$0.09$4.23$1.12$0.53$0.60
2019Detailed filing. Detailed filing data is available for this year.$3.75$0.05$3.70$1.04$0.43$0.61
2018Detailed filing. Detailed filing data is available for this year.$3.16$0.06$3.10$0.87$0.42$0.45
2017Detailed filing. Detailed filing data is available for this year.$2.95$0.30$2.65$0.96$0.44$0.53
2016Detailed filing. Detailed filing data is available for this year.$2.42$0.32$2.10$0.58$0.38$0.20
2015Detailed filing. Detailed filing data is available for this year.$2.25$0.32$1.93$0.46$0.32$0.14
2014Detailed filing. Detailed filing data is available for this year.$2.13$0.35$1.78$0.38$0.37$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.38$1.78$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.41$1.74$0.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.43$1.76$0.28
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.46$1.73$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Jan 19, 2026
Return Version
2024v5.0
Gross Receipts
$1,435,862
Mission and Program Overview

Mission

Provide instruction and practice on construction equipment of the type used within the jurisdiction of the international union of operating engineers 487

To provide instruction and practice on construction equipment of the type used within the jurisdiction of the international union of operating engineers local 487.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,406,386$5,399,572▼ $6,814
Investments in Publicly Traded Securities$1,522,288$1,042,111▼ $480,177
Investments Other Securities-$544,782-
Cash and Non-Interest-Bearing Accounts$357,785$489,064▲ $131,279
Accounts Receivable$110,466$99,726▼ $10,740
Prepaid Expenses and Deferred Charges$11,048$31,990▲ $20,942
Savings and Temporary Cash Investments-$7,286-
Total Assets$7,407,973$7,614,531▲ $206,558
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,000,000$748,319▼ $251,681
Accounts Payable and Accrued Expenses$79,311$201,196▲ $121,885
Deferred Revenue$49,191$53,848▲ $4,657
Other Liabilities$402$76▼ $326
Total Liabilities$1,128,904$1,003,439▼ $125,465
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,279,069$6,611,092▲ $332,023
Total Net Assets Fund Balance$6,279,069$6,611,092▲ $332,023
Total Liabilities and Net Assets / Fund Balance$7,407,973$7,614,531▲ $206,558

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,440,382$137,615$3,577,997
Land$1,200,000-$1,200,000
Equipment$495,560$683,722$1,179,282
Other Land Buildings$263,630$8,959$272,589
Other Securities$544,782--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael SmithApprenticeshFT$101,570$53,222$154,792
Michael SmithApprenticeship Director-$101,570$53,222$154,792

Board Members and Trustees

NameTitle
Mark SchaunamanChairperson
James KammerVice Chairpe
Rodney SandersVice Chairpe
David Short JrTrustee
Jack Epperson JrTrustee
James JuneckoTrustee
Jason CribariTrustee
Scott AlfeleTrustee
Walberto UtrerasTrustee/chai
Claude PotterTrustee/vice
Jonathan TurkSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,353,517
Investment Income
$72,121
Other Revenue
$3,797
Change in Net Assets
$325,307

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,420,077
Revenue Not Reported on Financial Statements
$9,358
Revenue Not Reported on Form 990
$13,143
Total Revenue per Audited Statements
$1,433,220
Total Revenue per Form 990
$1,429,435
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$649,949
Salaries, Compensation, and Employee Benefits$454,179
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$310,066--$310,066
Depreciation Depletion$232,137--$232,137
Fees for Services Other-$101,611-$101,611
Occupancy$78,970--$78,970
Insurance-$74,892-$74,892
Pension Plan Contributions$70,038--$70,038
Other Employee Benefits$49,588--$49,588
Interest-$43,011-$43,011
Office Expenses-$30,365-$30,365
Payroll Taxes$24,487--$24,487
Fees for Services Legal-$16,298-$16,298
Fees for Service Investment Mgmnt Fees-$9,358-$9,358
Travel-$6,067-$6,067
Advertising$3,935--$3,935
Fees for Services Accounting-$2,964-$2,964
Conferences and Meetings-$2,150-$2,150
Other Expenses$1,500--$1,500
Total Functional Expenses$817,412$286,716$0$1,104,128

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,104,128
Total Expenses per Audited Statements$1,101,197
Expenses per Audited Statements$1,094,770
Expenses Not Reported on Financial Statements$9,358
Expenses Not Reported on Form 990$6,427
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Withholding Payable$76
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 11B

The form 990 is reviewed by the board of trustees, the fund's legal counsel, and the fund's administrative manager. The form is then approved by the board of trustees.

Form 990, Page 6, Part VI, Line 12C

Policies are signed annually and any potential conflicts are disclosed at that time.

Form 990, Page 6, Part VI, Line 19

Documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
South Florida Operating Engineers
EIN
59-1500161
Phone
4106836500
Address
911 RIDGEBROOK ROAD, SPARKS, MD 21152-9451

Signing Officer

Name
Walberto Utreras
Title
Trustee/chairperson
Phone
4106836500
Signed
2026-01-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Walberto Utreras
Formed
1974
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
11

Preparer

Firm
Bellows Associates Pa
Address
5401 N UNIVERSITY DRIVE SUITE 201, CORAL SPRINGS, FL 33067
Preparer
Kirsten D Messina Mba Afsp
Phone
9548387000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Losses reported on return -6,427 loss on disposal of fixed assets 6,427

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

Loss on disposal of fixed assets 6,427

Raw XML AppendixShowing 400 of 510 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt079311
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0201196
IRS990/AccountsReceivableGrp/BOYAmt0110466
IRS990/AccountsReceivableGrp/EOYAmt099726
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE INSTRUCTION AND PRACTICE ON CONSTRUCTION EQUIPMENT OF THE TYPE USED WITHIN THE JURISDICTION OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 487.
IRS990/AdvertisingGrp/ProgramServicesAmt03935
IRS990/AdvertisingGrp/TotalAmt03935
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0ASSOCIATED ADMINISTRATORS LLC
IRS990/BooksInCareOfDetail/PhoneNum04106836500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0911 RIDGEBROOK ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SPARKS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021152
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0357785
IRS990/CashNonInterestBearingGrp/EOYAmt0489064
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02150
IRS990/ConferencesMeetingsGrp/TotalAmt02150
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt072121
IRS990/CYOtherExpensesAmt0649949
IRS990/CYOtherRevenueAmt03797
IRS990/CYProgramServiceRevenueAmt01353517
IRS990/CYRevenuesLessExpensesAmt0325307
IRS990/CYSalariesCompEmpBnftPaidAmt0454179
IRS990/CYTotalExpensesAmt01104128
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01429435
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt049191
IRS990/DeferredRevenueGrp/EOYAmt053848
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0232137
IRS990/DepreciationDepletionGrp/TotalAmt0232137
IRS990/Desc0TO PROVIDE INSTRUCTION AND PRACTICE ON CONSTRUCTION EQUIPMENT OF THE TYPE USED WITHIN THE JURISDICTION OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 487.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt011
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0817412
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02964
IRS990/FeesForServicesAccountingGrp/TotalAmt02964
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt016298
IRS990/FeesForServicesLegalGrp/TotalAmt016298
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0101611
IRS990/FeesForServicesOtherGrp/TotalAmt0101611
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt09358
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt09358
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.80
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.40
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.80
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt053222
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm1SCOTT ALFELE
IRS990/Form990PartVIISectionAGrp/PersonNm2JASON CRIBARI
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID SHORT JR
IRS990/Form990PartVIISectionAGrp/PersonNm4JACK EPPERSON JR
IRS990/Form990PartVIISectionAGrp/PersonNm5JAMES JUNECKO
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMES KAMMER
IRS990/Form990PartVIISectionAGrp/PersonNm7CLAUDE POTTER
IRS990/Form990PartVIISectionAGrp/PersonNm8RODNEY SANDERS
IRS990/Form990PartVIISectionAGrp/PersonNm9MARK SCHAUNAMAN
IRS990/Form990PartVIISectionAGrp/PersonNm10JONATHAN TURK
IRS990/Form990PartVIISectionAGrp/PersonNm11WALBERTO UTRERAS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0101570
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0APPRENTICESH
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIRPE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE/VICE
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE CHAIRPE
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt10SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE/CHAI
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-2412
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt04015
IRS990/GrossReceiptsAmt01435862
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt074892
IRS990/InsuranceGrp/TotalAmt074892
IRS990/InterestGrp/ManagementAndGeneralAmt043011
IRS990/InterestGrp/TotalAmt043011
IRS990/InvestmentIncomeGrp/ExclusionAmt074533
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt074533
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0544782
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01522288
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01042111
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0830296
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05406386
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05399572
IRS990/LandBldgEquipCostOrOtherBssAmt06229868
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt06427
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE INSTRUCTION AND PRACTICE ON CONSTRUCTION EQUIPMENT OF THE TYPE USED WITHIN THE JURISDICTION OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 487.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01000000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0748319
IRS990/NetAssetsOrFundBalancesBOYAmt06279069
IRS990/NetAssetsOrFundBalancesEOYAmt06611092
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-2412
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2412
IRS990/NetUnrlzdGainsLossesInvstAmt06716
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06279069
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06611092
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt078970
IRS990/OccupancyGrp/TotalAmt078970
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt030365
IRS990/OfficeExpensesGrp/TotalAmt030365
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt049588
IRS990/OtherEmployeeBenefitsGrp/TotalAmt049588
IRS990/OtherExpensesGrp/Desc0TRAINING
IRS990/OtherExpensesGrp/Desc1AUTO EXPENSE
IRS990/OtherExpensesGrp/Desc2MOVING EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt034623
IRS990/OtherExpensesGrp/ProgramServicesAmt112068
IRS990/OtherExpensesGrp/ProgramServicesAmt21500
IRS990/OtherExpensesGrp/TotalAmt034623
IRS990/OtherExpensesGrp/TotalAmt112068
IRS990/OtherExpensesGrp/TotalAmt21500
IRS990/OtherLiabilitiesGrp/BOYAmt0402
IRS990/OtherLiabilitiesGrp/EOYAmt076
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0RENT - NATIONAL ELEVATOR
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03797
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03797
IRS990/OtherRevenueTotalAmt03797
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0310066
IRS990/OtherSalariesAndWagesGrp/TotalAmt0310066
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt024487
IRS990/PayrollTaxesGrp/TotalAmt024487
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt070038
IRS990/PensionPlanContributionsGrp/TotalAmt070038
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011048
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031990
IRS990/PrincipalOfficerNm0WALBERTO UTRERAS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611519
IRS990/ProgramServiceRevenueGrp/BusinessCd1611519
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1SCHOOL BOARD CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01161562
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1191955
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01161562
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1191955
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt075581
IRS990/PYOtherExpensesAmt0537906
IRS990/PYOtherRevenueAmt032598
IRS990/PYProgramServiceRevenueAmt01357353
IRS990/PYRevenuesLessExpensesAmt0524370
IRS990/PYSalariesCompEmpBnftPaidAmt0403256
IRS990/PYTotalExpensesAmt0941162
IRS990/PYTotalRevenueAmt01465532
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0325307
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01353517
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07286
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt03440382
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0137615
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03577997
IRS990ScheduleD/EquipmentGrp/BookValueAmt0495560
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0683722
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01179282
IRS990ScheduleD/ExpensesNotReportedAmt06427
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt09358
IRS990ScheduleD/ExpensesSubtotalAmt01094770
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt09358
IRS990ScheduleD/InvestmentExpensesNotIncldAmt09358
IRS990ScheduleD/LandGrp/BookValueAmt01200000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01200000
IRS990ScheduleD/LossesReportedAmt06427
IRS990ScheduleD/NetUnrealizedGainsInvstAmt06716
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0263630
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08959
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0272589
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt076
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL WITHHOLDING PAYABLE
IRS990ScheduleD/OtherRevenueAmt06427
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0544782
IRS990ScheduleD/OtherSecuritiesGrp/Desc0WISDOMTREE USFR
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt013143
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt09358
IRS990ScheduleD/RevenueSubtotalAmt01420077
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0LOSS ON DISPOSAL OF FIXED ASSETS 6,427
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05399572
IRS990ScheduleD/TotalBookValueSecuritiesAmt0544782
IRS990ScheduleD/TotalExpensesPerForm990Amt01104128
IRS990ScheduleD/TotalLiabilityAmt076
IRS990ScheduleD/TotalRevenuePerForm990Amt01429435
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01433220
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01101197
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0false
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL PUBLICIZES THAT THE PROGRAM IS NON-DISCRIMINATORY REGARDING BOTH RACE AND GENDER AT WWW.IUOE487.ORG.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1NO SCHOLARSHIPS ARE AWARDED AND NO SOLICITATIONS TO THE PUBLIC ARE MADE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt2THE SCHOOL RECEIVES A SUBSIDY FROM THE BROWARD COUNTY SCHOOL BOARD AT THE RATE OF 0.95 PER STUDENT PER CLASS HOUR.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 4
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE E, LINE 6
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0101570
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt034683
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt018539
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL SMITH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0APPRENTICESHIP DIR.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0154792
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES, THE FUND'S LEGAL COUNSEL, AND THE FUND'S ADMINISTRATIVE MANAGER. THE FORM IS THEN APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1POLICIES ARE SIGNED ANNUALLY AND ANY POTENTIAL CONFLICTS ARE DISCLOSED AT THAT TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LOSSES REPORTED ON RETURN -6,427 LOSS ON DISPOSAL OF FIXED ASSETS 6,427
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19

Document Assets

No mirrored PDF or thumbnail assets are attached yet.