Civic Intelligence

South Florida Operating Engineers Apprentice and Training Trust

990 • Fiscal year 2019 • EIN 59-1500161

Apr 01, 2018 to Mar 31, 2019 • Filed on Feb 12, 2020

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

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

40th percentile

0.05x

Higher debt load relative to revenue than 40% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

79th percentile

19%

Faster asset growth than 79% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

73rd percentile

19%

Faster revenue growth than 73% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,754,236

Up $591,913 (+19%) from 2018

Net Assets

Up

$3,700,576

Up $598,574 (+19%) from 2018

Liabilities

Down

$53,660

Down $6,661 (-11%) from 2018

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin93rd percentile

Revenue

Up

$1,036,148

Up $162,253 (+19%) from 2018

Expenses

Up

$429,293

Up $5,896 (+1.4%) from 2018

Net Income

Up

$606,855

Up $156,357 (+35%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2019

Assets$3,754,236
Liabilities$53,660
Net Assets$3,700,576
Open 2019 Filing

Operations Trend

Revenue Growth73rd 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

2019

Revenue$1,036,148
Expenses$429,293
Net Income$606,855
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Feb 12, 2020
Return Version
2018v3.2
Gross Receipts
$1,361,872
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$1,497,621$1,500,689▲ $3,068
Investments in Publicly Traded Securities$1,138,709$1,171,249▲ $32,540
Cash and Non-Interest-Bearing Accounts$453,608$978,877▲ $525,269
Accounts Receivable$64,512$82,846▲ $18,334
Prepaid Expenses and Deferred Charges$7,873$10,635▲ $2,762
Total Assets$3,162,323$3,754,236▲ $591,913
Other Assets Total-$9,940-
Liabilities
Deferred Revenue$32,562$32,104▼ $458
Accounts Payable and Accrued Expenses$23,398$16,362▼ $7,036
Other Liabilities$4,361$5,194▲ $833
Total Liabilities$60,321$53,660▼ $6,661
Net Assets / Fund Balance
Unrestricted Net Assets$3,102,002$3,700,576▲ $598,574
Total Net Assets Fund Balance$3,102,002$3,700,576▲ $598,574
Total Liabilities and Net Assets / Fund Balance$3,162,323$3,754,236▲ $591,913

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,200,000-$1,200,000
Equipment$51,268$370,376$421,644
Other Land Buildings$249,421$4,404$253,825
Compensation and Service Providers
Top Officer Pay36th percentile

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
$992,307
Investment Income
$43,841
Other Revenue
$0
Change in Net Assets
$606,855

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,033,751
Revenue Not Reported on Financial Statements
$2,397
Revenue Not Reported on Form 990
$-8,281
Total Revenue per Audited Statements
$1,025,470
Total Revenue per Form 990
$1,036,148
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$245,716
Other Expenses$183,577
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$174,240--$174,240
Occupancy$53,685--$53,685
Pension Plan Contributions$32,607--$32,607
Other Employee Benefits$25,428--$25,428
Fees for Services Other-$21,873-$21,873
Fees for Services Legal-$20,761-$20,761
Insurance-$17,379-$17,379
Depreciation Depletion$14,732--$14,732
Payroll Taxes$13,441--$13,441
Office Expenses-$9,949-$9,949
Fees for Services Accounting-$7,416-$7,416
Other Expenses$6,879--$6,879
Travel-$4,747-$4,747
Conferences and Meetings-$2,871-$2,871
Fees for Service Investment Mgmnt Fees-$2,397-$2,397
Total Functional Expenses$341,900$87,393$0$429,293

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$429,293
Expenses per Audited Statements$426,896
Total Expenses per Audited Statements$426,896
Expenses Not Reported on Financial Statements$2,397
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$5,194
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
2020-02-12
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 CPA
Phone
9548387000
Raw XML AppendixShowing 400 of 436 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/BOYAmt023398
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt016362
IRS990/AccountsReceivableGrp/BOYAmt064512
IRS990/AccountsReceivableGrp/EOYAmt082846
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/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BooksInCareOfDetail/PersonNm0LINDA DUVALL
IRS990/BooksInCareOfDetail/PhoneNum08006382972
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/BOYAmt0453608
IRS990/CashNonInterestBearingGrp/EOYAmt0978877
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02871
IRS990/ConferencesMeetingsGrp/TotalAmt02871
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt043841
IRS990/CYOtherExpensesAmt0183577
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0992307
IRS990/CYRevenuesLessExpensesAmt0606855
IRS990/CYSalariesCompEmpBnftPaidAmt0245716
IRS990/CYTotalExpensesAmt0429293
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01036148
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt032562
IRS990/DeferredRevenueGrp/EOYAmt032104
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt014732
IRS990/DepreciationDepletionGrp/TotalAmt014732
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/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt014
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0341900
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07416
IRS990/FeesForServicesAccountingGrp/TotalAmt07416
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt020761
IRS990/FeesForServicesLegalGrp/TotalAmt020761
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt021873
IRS990/FeesForServicesOtherGrp/TotalAmt021873
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt02397
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt02397
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.80
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/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/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/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
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/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRPE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt08744
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0334468
IRS990/GrossReceiptsAmt01361872
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt017379
IRS990/InsuranceGrp/TotalAmt017379
IRS990/InvestmentIncomeGrp/ExclusionAmt035097
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035097
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01138709
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01171249
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0374780
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01497621
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01500689
IRS990/LandBldgEquipCostOrOtherBssAmt01875469
IRS990/LegalDomicileStateCd0FL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0325724
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/NetAssetsOrFundBalancesBOYAmt03102002
IRS990/NetAssetsOrFundBalancesEOYAmt03700576
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt08744
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08744
IRS990/NetUnrlzdGainsLossesInvstAmt0-8281
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt053685
IRS990/OccupancyGrp/TotalAmt053685
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09949
IRS990/OfficeExpensesGrp/TotalAmt09949
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt09940
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt025428
IRS990/OtherEmployeeBenefitsGrp/TotalAmt025428
IRS990/OtherExpensesGrp/Desc0TRAINING
IRS990/OtherExpensesGrp/Desc1AUTO EXPENSE
IRS990/OtherExpensesGrp/Desc2EQUIPMENT RENTALS
IRS990/OtherExpensesGrp/ProgramServicesAmt012404
IRS990/OtherExpensesGrp/ProgramServicesAmt18484
IRS990/OtherExpensesGrp/ProgramServicesAmt26879
IRS990/OtherExpensesGrp/TotalAmt012404
IRS990/OtherExpensesGrp/TotalAmt18484
IRS990/OtherExpensesGrp/TotalAmt26879
IRS990/OtherLiabilitiesGrp/BOYAmt04361
IRS990/OtherLiabilitiesGrp/EOYAmt05194
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0174240
IRS990/OtherSalariesAndWagesGrp/TotalAmt0174240
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt013441
IRS990/PayrollTaxesGrp/TotalAmt013441
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt032607
IRS990/PensionPlanContributionsGrp/TotalAmt032607
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07873
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010635
IRS990/PrincipalOfficerNm0MARK SCHAUNAMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0616000
IRS990/ProgramServiceRevenueGrp/BusinessCd1616000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1SCHOOL BOARD CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0859043
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1133264
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0859043
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1133264
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt040269
IRS990/PYOtherExpensesAmt0171178
IRS990/PYProgramServiceRevenueAmt0833626
IRS990/PYRevenuesLessExpensesAmt0450498
IRS990/PYSalariesCompEmpBnftPaidAmt0252219
IRS990/PYTotalExpensesAmt0423397
IRS990/PYTotalRevenueAmt0873895
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0606855
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01036148
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt051268
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0370376
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0421644
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt02397
IRS990ScheduleD/ExpensesSubtotalAmt0426896
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt02397
IRS990ScheduleD/InvestmentExpensesNotIncldAmt02397
IRS990ScheduleD/LandGrp/BookValueAmt01200000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01200000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-8281
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0249421
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04404
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0253825
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05194
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL WITHHOLDING PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0-8281
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt02397
IRS990ScheduleD/RevenueSubtotalAmt01033751
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01500689
IRS990ScheduleD/TotalExpensesPerForm990Amt0429293
IRS990ScheduleD/TotalLiabilityAmt05194
IRS990ScheduleD/TotalRevenuePerForm990Amt01036148
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01025470
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0426896
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03162323
IRS990/TotalAssetsEOYAmt03754236
IRS990/TotalAssetsGrp/BOYAmt03162323
IRS990/TotalAssetsGrp/EOYAmt03754236
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt087393
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0341900
IRS990/TotalFunctionalExpensesGrp/TotalAmt0429293
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt060321
IRS990/TotalLiabilitiesEOYAmt053660
IRS990/TotalLiabilitiesGrp/BOYAmt060321
IRS990/TotalLiabilitiesGrp/EOYAmt053660
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03102002
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03700576
IRS990/TotalProgramServiceExpensesAmt0341900
IRS990/TotalProgramServiceRevenueAmt0992307
IRS990/TotalRevenueGrp/ExclusionAmt035097
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01001051
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01036148
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03162323
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03754236
IRS990/TravelGrp/ManagementAndGeneralAmt04747
IRS990/TravelGrp/TotalAmt04747
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03102002
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03700576
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,754,236
Liabilities
$53,660
Net assets
$3,700,576
Revenue
$1,036,148
Expenses
$429,293
Net income
$606,855
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