Civic Intelligence

South Florida Operating Engineers Apprentice and Training Trust

990 • Fiscal year 2017 • EIN 59-1500161

Apr 01, 2016 to Mar 31, 2017 • Filed on Feb 13, 2018

Organization ProfileN/A
911 Ridgebrook RoadSparks, MD 21152-9451

(410) 683-6500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

52nd percentile

0.10x

Higher debt load relative to assets than 52% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.31x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

92nd percentile

55%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

59th percentile

$78,923

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

82nd percentile

22%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

66%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$2,952,108

Up $528,292 (+22%) from 2016

Net Assets

Up

$2,649,205

Up $545,929 (+26%) from 2016

Liabilities

Down

$302,903

Down $17,637 (-5.5%) from 2016

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin92nd percentile

Revenue

Up

$964,267

Up $382,353 (+66%) from 2016

Expenses

Up

$435,838

Up $57,004 (+15%) from 2016

Net Income

Up

$528,429

Up $325,349 (+160%) from 2016

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: $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

2017

Assets$2,952,108
Liabilities$302,903
Net Assets$2,649,205
Open 2017 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$964,267
Expenses$435,838
Net Income$528,429
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Feb 13, 2018
Return Version
2016v3.1
Gross Receipts
$1,010,497
Mission and Program Overview

Mission

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$1,480,039$1,472,969▼ $7,070
Cash and Non-Interest-Bearing Accounts$332,273$790,539▲ $458,266
Investments in Publicly Traded Securities$564,428$598,496▲ $34,068
Accounts Receivable$40,447$83,211▲ $42,764
Prepaid Expenses and Deferred Charges$6,629$6,893▲ $264
Total Assets$2,423,816$2,952,108▲ $528,292
Liabilities
Mortgage Notes Payable Secured by Investment Property$280,008$242,332▼ $37,676
Deferred Revenue$36,739$42,408▲ $5,669
Accounts Payable and Accrued Expenses$1,104$13,766▲ $12,662
Other Liabilities$2,689$4,397▲ $1,708
Total Liabilities$320,540$302,903▼ $17,637
Net Assets / Fund Balance
Unrestricted Net Assets$2,103,276$2,649,205▲ $545,929
Total Net Assets Fund Balance$2,103,276$2,649,205▲ $545,929
Total Liabilities and Net Assets / Fund Balance$2,423,816$2,952,108▲ $528,292

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,200,000-$1,200,000
Equipment$22,891$347,711$370,602
Other Land Buildings$250,078$3,747$253,825
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Daniel MccullersTraining DirectorFT$78,923$78,923

Board Members and Trustees

NameTitle
Mark SchaunamanChairperson
Scott SingerVice Chairpe
Frank VillellaTrustee
Jack Epperson JrTrustee
John MullenTrustee
Michael HarrisonTrustee
Walberto UtrerasTrustee
Jonathan TurkSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$946,531
Investment Income
$17,736
Other Revenue
$0
Change in Net Assets
$528,429

Audited Revenue Reconciliation

Revenue per Audited Statements
$963,198
Revenue Not Reported on Financial Statements
$1,069
Revenue Not Reported on Form 990
$17,500
Total Revenue per Audited Statements
$980,698
Total Revenue per Form 990
$964,267
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$271,910
Other Expenses$163,928
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$106,277--$106,277
Current Officers, Directors, Trustees, and Key Employees$78,923--$78,923
Occupancy$59,289--$59,289
Pension Plan Contributions$43,255--$43,255
Other Employee Benefits$29,197--$29,197
Fees for Services Other-$15,897-$15,897
Payroll Taxes$14,258--$14,258
Travel-$10,130-$10,130
Office Expenses-$10,085-$10,085
Insurance-$9,917-$9,917
Fees for Services Accounting-$9,188-$9,188
Depreciation Depletion$7,070--$7,070
Fees for Services Legal-$6,837-$6,837
Other Expenses$26,567$4,000-$4,000
Conferences and Meetings-$3,482-$3,482
Fees for Service Investment Mgmnt Fees-$1,069-$1,069
Advertising$397--$397
Total Functional Expenses$365,233$70,605$0$435,838

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$435,838
Expenses per Audited Statements$434,769
Total Expenses per Audited Statements$434,769
Expenses Not Reported on Financial Statements$1,069
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$4,397
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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
Mark Schaunaman
Title
Chairperson
Phone
4106836500
Signed
2018-02-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Schaunaman
Formed
1974
Legal Domicile
Fl
Voting Board Members
8
Independent Board Members
8
Employees
14

Preparer

Firm
Bellows Associates Pa
Address
7890 PETERS RD STE G102, PLANTATION, FL 33324-4028
Preparer
Jennifer R Koffman
Phone
9548387000
Raw XML AppendixShowing 400 of 428 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/BOYAmt01104
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt013766
IRS990/AccountsReceivableGrp/BOYAmt040447
IRS990/AccountsReceivableGrp/EOYAmt083211
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/ProgramServicesAmt0397
IRS990/AdvertisingGrp/TotalAmt0397
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ASSOCIATED ADMINISTRATORS LLC
IRS990/BooksInCareOfDetail/PhoneNum04106836500
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0911 RIDGEBROOK ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SPARKS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021152
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0332273
IRS990/CashNonInterestBearingGrp/EOYAmt0790539
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt078923
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt078923
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03482
IRS990/ConferencesMeetingsGrp/TotalAmt03482
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt017736
IRS990/CYOtherExpensesAmt0163928
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0946531
IRS990/CYRevenuesLessExpensesAmt0528429
IRS990/CYSalariesCompEmpBnftPaidAmt0271910
IRS990/CYTotalExpensesAmt0435838
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0964267
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt036739
IRS990/DeferredRevenueGrp/EOYAmt042408
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt07070
IRS990/DepreciationDepletionGrp/TotalAmt07070
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/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt014
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0365233
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09188
IRS990/FeesForServicesAccountingGrp/TotalAmt09188
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt06837
IRS990/FeesForServicesLegalGrp/TotalAmt06837
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt015897
IRS990/FeesForServicesOtherGrp/TotalAmt015897
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01069
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01069
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0true
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.80
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/AverageHoursPerWeekRt840.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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/PersonNm0MARK SCHAUNAMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1SCOTT SINGER
IRS990/Form990PartVIISectionAGrp/PersonNm2JONATHAN TURK
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN MULLEN
IRS990/Form990PartVIISectionAGrp/PersonNm4WALBERTO UTRERAS
IRS990/Form990PartVIISectionAGrp/PersonNm5JACK EPPERSON JR
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL HARRISON
IRS990/Form990PartVIISectionAGrp/PersonNm7FRANK VILLELLA
IRS990/Form990PartVIISectionAGrp/PersonNm8DANIEL MCCULLERS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt878923
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/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRPE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRAINING DIR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt03755
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt049985
IRS990/GrossReceiptsAmt01010497
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt09917
IRS990/InsuranceGrp/TotalAmt09917
IRS990/InvestmentIncomeGrp/ExclusionAmt013981
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013981
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0564428
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0598496
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0351458
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01480039
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01472969
IRS990/LandBldgEquipCostOrOtherBssAmt01824427
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt046230
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/BOYAmt0280008
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0242332
IRS990/NetAssetsOrFundBalancesBOYAmt02103276
IRS990/NetAssetsOrFundBalancesEOYAmt02649205
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt03755
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03755
IRS990/NetUnrlzdGainsLossesInvstAmt017500
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt059289
IRS990/OccupancyGrp/TotalAmt059289
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010085
IRS990/OfficeExpensesGrp/TotalAmt010085
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt029197
IRS990/OtherEmployeeBenefitsGrp/TotalAmt029197
IRS990/OtherExpensesGrp/Desc0TRAINING
IRS990/OtherExpensesGrp/Desc1EXCESS PROPERTY USER FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04000
IRS990/OtherExpensesGrp/ProgramServicesAmt026567
IRS990/OtherExpensesGrp/TotalAmt026567
IRS990/OtherExpensesGrp/TotalAmt14000
IRS990/OtherLiabilitiesGrp/BOYAmt02689
IRS990/OtherLiabilitiesGrp/EOYAmt04397
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0106277
IRS990/OtherSalariesAndWagesGrp/TotalAmt0106277
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt014258
IRS990/PayrollTaxesGrp/TotalAmt014258
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt043255
IRS990/PensionPlanContributionsGrp/TotalAmt043255
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06629
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06893
IRS990/PrincipalOfficerNm0MARK SCHAUNAMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1SCHOOL BOARD CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0790206
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1156325
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0790206
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1156325
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt023876
IRS990/PYOtherExpensesAmt0147217
IRS990/PYProgramServiceRevenueAmt0558038
IRS990/PYRevenuesLessExpensesAmt0203080
IRS990/PYSalariesCompEmpBnftPaidAmt0231617
IRS990/PYTotalExpensesAmt0378834
IRS990/PYTotalRevenueAmt0581914
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0528429
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0950286
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt022891
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0347711
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0370602
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01069
IRS990ScheduleD/ExpensesSubtotalAmt0434769
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01069
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01069
IRS990ScheduleD/LandGrp/BookValueAmt01200000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01200000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt017500
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0250078
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03747
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0253825
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04397
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL WITHHOLDING PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt017500
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01069
IRS990ScheduleD/RevenueSubtotalAmt0963198
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01472969
IRS990ScheduleD/TotalExpensesPerForm990Amt0435838
IRS990ScheduleD/TotalLiabilityAmt04397
IRS990ScheduleD/TotalRevenuePerForm990Amt0964267
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0980698
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0434769
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
IRS990/ScheduleJRequiredInd0false
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/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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IUOE LOCAL 487 HEALTH & WELFARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0596231991
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0H & W FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0911 RIDGEBROOK ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SPARKS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0211529451
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02423816
IRS990/TotalAssetsEOYAmt02952108
IRS990/TotalAssetsGrp/BOYAmt02423816
IRS990/TotalAssetsGrp/EOYAmt02952108
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt070605
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0365233
IRS990/TotalFunctionalExpensesGrp/TotalAmt0435838
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0320540
IRS990/TotalLiabilitiesEOYAmt0302903
IRS990/TotalLiabilitiesGrp/BOYAmt0320540
IRS990/TotalLiabilitiesGrp/EOYAmt0302903
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02103276
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02649205
IRS990/TotalProgramServiceExpensesAmt0365233
IRS990/TotalProgramServiceRevenueAmt0946531
IRS990/TotalReportableCompFromOrgAmt078923
IRS990/TotalRevenueGrp/ExclusionAmt013981
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0950286
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0964267
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02423816
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02952108
IRS990/TravelGrp/ManagementAndGeneralAmt010130
IRS990/TravelGrp/TotalAmt010130
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02103276
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02649205
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0911 RIDGEBROOK ROAD
IRS990/USAddress/CityNm0SPARKS
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021152
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK SCHAUNAMAN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,952,108
Liabilities
$302,903
Net assets
$2,649,205
Revenue
$964,267
Expenses
$435,838
Net income
$528,429
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