Civic Intelligence

South Florida Operating Engineers Apprentice and Training Trust

990 • Fiscal year 2023 • EIN 59-1500161

Apr 01, 2022 to Mar 31, 2023 • Filed on Feb 15, 2024

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

0.14x

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

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

Liabilities / Revenue

75th percentile

0.55x

Higher debt load relative to revenue than 75% of similar nonprofits.

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

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

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

Top Officer Pay

60th percentile

$150,814

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 8.8% of source-year revenue.

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

Asset Growth

85th percentile

34%

Faster asset growth than 85% of similar nonprofits.

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

Revenue Growth

89th percentile

67%

Faster revenue growth than 89% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$6,684,954

Up $1,709,532 (+34%) from 2022

Net Assets

Up

$5,745,963

Up $787,576 (+16%) from 2022

Liabilities

Up

$938,991

Up $921,956 (+5412%) from 2022

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin92nd percentile

Revenue

Up

$1,705,164

Up $686,510 (+67%) from 2022

Expenses

Up

$785,971

Up $215,979 (+38%) from 2022

Net Income

Up

$919,193

Up $470,531 (+105%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2023

Assets$6,684,954
Liabilities$938,991
Net Assets$5,745,963
Open 2023 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

2023

Revenue$1,705,164
Expenses$785,971
Net Income$919,193
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Feb 15, 2024
Return Version
2022v5.0
Gross Receipts
$3,128,890
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$1,649,735$1,935,312▲ $285,577
Investments in Publicly Traded Securities$2,188,586$1,440,190▼ $748,396
Cash and Non-Interest-Bearing Accounts$718,466$967,561▲ $249,095
Accounts Receivable$106,882$123,891▲ $17,009
Prepaid Expenses and Deferred Charges$11,138$10,734▼ $404
Total Assets$4,975,422$6,684,954▲ $1,709,532
Other Assets Total$300,615$2,207,266▲ $1,906,651
Liabilities
Accounts Payable and Accrued Expenses$16,749$884,234▲ $867,485
Deferred Revenue-$54,411-
Other Liabilities$286$346▲ $60
Total Liabilities$17,035$938,991▲ $921,956
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,958,387$5,745,963▲ $787,576
Total Net Assets Fund Balance$4,958,387$5,745,963▲ $787,576
Total Liabilities and Net Assets / Fund Balance$4,975,422$6,684,954▲ $1,709,532

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,200,000-$1,200,000
Equipment$482,500$548,249$1,030,749
Other Land Buildings$252,812$10,117$262,929
Other Assets Org$2,207,266--
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael SmithApprenticeshFT$102,703$48,111$150,814
Michael SmithApprenticeship Director-$102,703$48,111$150,814

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,581,071
Investment Income
$124,093
Other Revenue
$0
Change in Net Assets
$919,193

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,701,288
Revenue Not Reported on Financial Statements
$3,876
Revenue Not Reported on Form 990
$-131,617
Total Revenue per Audited Statements
$1,569,671
Total Revenue per Form 990
$1,705,164
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$407,302
Salaries, Compensation, and Employee Benefits$378,669
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$254,915--$254,915
Depreciation Depletion$127,356--$127,356
Occupancy$53,013--$53,013
Pension Plan Contributions$51,815--$51,815
Other Employee Benefits$51,149--$51,149
Fees for Services Other-$39,462-$39,462
Fees for Services Legal-$39,462-$39,462
Office Expenses-$21,897-$21,897
Payroll Taxes$20,790--$20,790
Insurance-$20,325-$20,325
Fees for Services Accounting-$16,024-$16,024
Travel-$4,614-$4,614
Fees for Service Investment Mgmnt Fees-$3,876-$3,876
Advertising$3,486--$3,486
Conferences and Meetings-$1,750-$1,750
Other Expenses$1,118--$1,118
Total Functional Expenses$638,561$147,410$0$785,971

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$785,971
Expenses per Audited Statements$782,095
Total Expenses per Audited Statements$782,095
Expenses Not Reported on Financial Statements$3,876
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$346
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
Mark Schaunaman
Title
Chairperson
Phone
4106836500
Signed
2024-02-15
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
17

Preparer

Firm
Bellows Associates Pa
Address
5401 N UNIVERSITY DRIVE SUITE 201, CORAL SPRINGS, FL 33067
Preparer
Sean R Chambless CPA
Phone
9548387000
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt051702
IRS990/NetUnrlzdGainsLossesInvstAmt0-131617
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04958387
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05745963
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt053013
IRS990/OccupancyGrp/TotalAmt053013
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021897
IRS990/OfficeExpensesGrp/TotalAmt021897
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0300615
IRS990/OtherAssetsTotalGrp/EOYAmt02207266
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt051149
IRS990/OtherEmployeeBenefitsGrp/TotalAmt051149
IRS990/OtherExpensesGrp/Desc0TRAINING
IRS990/OtherExpensesGrp/Desc1AUTO EXPENSE
IRS990/OtherExpensesGrp/Desc2EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/ProgramServicesAmt055939
IRS990/OtherExpensesGrp/ProgramServicesAmt118980
IRS990/OtherExpensesGrp/ProgramServicesAmt21118
IRS990/OtherExpensesGrp/TotalAmt055939
IRS990/OtherExpensesGrp/TotalAmt118980
IRS990/OtherExpensesGrp/TotalAmt21118
IRS990/OtherLiabilitiesGrp/BOYAmt0286
IRS990/OtherLiabilitiesGrp/EOYAmt0346
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0254915
IRS990/OtherSalariesAndWagesGrp/TotalAmt0254915
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt020790
IRS990/PayrollTaxesGrp/TotalAmt020790
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt051815
IRS990/PensionPlanContributionsGrp/TotalAmt051815
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011138
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010734
IRS990/PrincipalOfficerNm0MARK SCHAUNAMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611519
IRS990/ProgramServiceRevenueGrp/BusinessCd1611519
IRS990/ProgramServiceRevenueGrp/BusinessCd2611519
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1UNION CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2SCHOOL BOARD CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01099481
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1300000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2181590
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01099481
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1300000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2181590
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0136980
IRS990/PYOtherExpensesAmt0259652
IRS990/PYOtherRevenueAmt02500
IRS990/PYProgramServiceRevenueAmt0879174
IRS990/PYRevenuesLessExpensesAmt0448662
IRS990/PYSalariesCompEmpBnftPaidAmt0310340
IRS990/PYTotalExpensesAmt0569992
IRS990/PYTotalRevenueAmt01018654
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0919193
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01632773
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0482500
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0548249
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01030749
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03876
IRS990ScheduleD/ExpensesSubtotalAmt0782095
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03876
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03876
IRS990ScheduleD/LandGrp/BookValueAmt01200000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01200000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-131617
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02207266
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ASSET DEPOSIT
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0252812
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010117
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0262929
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0346
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL WITHHOLDING PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0-131617
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03876
IRS990ScheduleD/RevenueSubtotalAmt01701288
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01935312
IRS990ScheduleD/TotalBookValueOtherAssetsAmt02207266
IRS990ScheduleD/TotalExpensesPerForm990Amt0785971
IRS990ScheduleD/TotalLiabilityAmt0346
IRS990ScheduleD/TotalRevenuePerForm990Amt01705164
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01569671
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0782095
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/BaseCompensationFilingOrgAmt0102703
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt029832
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt018279
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL SMITH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0APPRENTICESHIP DIR.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0150814
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/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

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$6,684,954
Liabilities
$938,991
Net assets
$5,745,963
Revenue
$1,705,164
Expenses
$785,971
Net income
$919,193
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