Civic Intelligence

South Florida Operating Engineers Apprentice and Training Trust

990 • Fiscal year 2024 • EIN 59-1500161

Apr 01, 2023 to Mar 31, 2024 • Filed on Dec 31, 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

54th percentile

0.15x

Higher debt load relative to assets than 54% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

81st percentile

0.77x

Higher debt load relative to revenue than 81% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

84th percentile

36%

Higher net margin than 84% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

59th percentile

$150,352

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 10.3% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

66th percentile

11%

Faster asset growth than 66% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-14%

Faster revenue growth than 17% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$7,407,973

Up $723,019 (+11%) from 2023

Net Assets

Up

$6,279,069

Up $533,106 (+9.3%) from 2023

Liabilities

Up

$1,128,904

Up $189,913 (+20%) from 2023

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin84th percentile

Revenue

Down

$1,465,532

Down $239,632 (-14%) from 2023

Expenses

Up

$941,162

Up $155,191 (+20%) from 2023

Net Income

Down

$524,370

Down $394,823 (-43%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2024

Assets$7,407,973
Liabilities$1,128,904
Net Assets$6,279,069
Open 2024 Filing

Operations Trend

Revenue Growth17th 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

2024

Revenue$1,465,532
Expenses$941,162
Net Income$524,370
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Dec 31, 2024
Return Version
2023v6.0
Gross Receipts
$4,421,989
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$1,935,312$5,406,386▲ $3,471,074
Investments in Publicly Traded Securities$1,440,190$1,522,288▲ $82,098
Cash and Non-Interest-Bearing Accounts$967,561$357,785▼ $609,776
Accounts Receivable$123,891$110,466▼ $13,425
Prepaid Expenses and Deferred Charges$10,734$11,048▲ $314
Total Assets$6,684,954$7,407,973▲ $723,019
Other Assets Total$2,207,266--
Liabilities
Mortgage Notes Payable Secured by Investment Property-$1,000,000-
Accounts Payable and Accrued Expenses$884,234$79,311▼ $804,923
Deferred Revenue$54,411$49,191▼ $5,220
Other Liabilities$346$402▲ $56
Total Liabilities$938,991$1,128,904▲ $189,913
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,745,963$6,279,069▲ $533,106
Total Net Assets Fund Balance$5,745,963$6,279,069▲ $533,106
Total Liabilities and Net Assets / Fund Balance$6,684,954$7,407,973▲ $723,019

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,523,315$54,682$3,577,997
Land$1,200,000-$1,200,000
Equipment$402,321$683,131$1,085,452
Other Land Buildings$280,750$3,639$284,389
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael SmithApprenticeshFT$100,046$50,306$150,352
Michael SmithApprenticeship Director-$100,046$50,306$150,352

Board Members and Trustees

NameTitle
Mark SchaunamanChairperson
James KammerVice Chairpe
Scott SingerVice Chairpe
Claude PotterTrustee
David Short JrTrustee
Jack Epperson JrTrustee
John MullenTrustee
Scott AlfeleTrustee
Walberto UtrerasTrustee
Jonathan TurkSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,357,353
Investment Income
$75,581
Other Revenue
$32,598
Change in Net Assets
$524,370

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,460,246
Revenue Not Reported on Financial Statements
$5,286
Revenue Not Reported on Form 990
$8,736
Total Revenue per Audited Statements
$1,468,982
Total Revenue per Form 990
$1,465,532
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$537,906
Salaries, Compensation, and Employee Benefits$403,256
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$276,255--$276,255
Depreciation Depletion$183,087--$183,087
Occupancy$106,391--$106,391
Pension Plan Contributions$56,063--$56,063
Other Employee Benefits$49,169--$49,169
Office Expenses-$47,967-$47,967
Fees for Services Other-$41,433-$41,433
Insurance-$39,737-$39,737
Interest-$35,000-$35,000
Payroll Taxes$21,769--$21,769
Other Expenses$12,236--$12,236
Fees for Services Legal-$11,120-$11,120
Fees for Services Accounting-$9,462-$9,462
Travel-$6,499-$6,499
Fees for Service Investment Mgmnt Fees-$5,286-$5,286
Advertising$2,401--$2,401
Conferences and Meetings-$200-$200
Total Functional Expenses$744,458$196,704$0$941,162

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$941,162
Expenses per Audited Statements$935,876
Total Expenses per Audited Statements$935,876
Expenses Not Reported on Financial Statements$5,286
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$402
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
2024-12-31
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
12

Preparer

Firm
Bellows Associates Pa
Address
5401 N UNIVERSITY DRIVE SUITE 201, CORAL SPRINGS, FL 33067
Preparer
Jennifer Whitelock CPA
Phone
9548387000
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01000000
IRS990/NetAssetsOrFundBalancesBOYAmt05745963
IRS990/NetAssetsOrFundBalancesEOYAmt06279069
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt012799
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt012799
IRS990/NetUnrlzdGainsLossesInvstAmt08736
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05745963
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06279069
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0106391
IRS990/OccupancyGrp/TotalAmt0106391
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt047967
IRS990/OfficeExpensesGrp/TotalAmt047967
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02207266
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt049169
IRS990/OtherEmployeeBenefitsGrp/TotalAmt049169
IRS990/OtherExpensesGrp/Desc0TRAINING
IRS990/OtherExpensesGrp/Desc1AUTO EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt037087
IRS990/OtherExpensesGrp/ProgramServicesAmt112236
IRS990/OtherExpensesGrp/TotalAmt037087
IRS990/OtherExpensesGrp/TotalAmt112236
IRS990/OtherLiabilitiesGrp/BOYAmt0346
IRS990/OtherLiabilitiesGrp/EOYAmt0402
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0TRAINING COURSES & EQUIPMENT
IRS990/OtherRevenueMiscGrp/Desc1RENT - NATIONAL ELEVATOR
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt030000
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12598
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt030000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12598
IRS990/OtherRevenueTotalAmt032598
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0276255
IRS990/OtherSalariesAndWagesGrp/TotalAmt0276255
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt021769
IRS990/PayrollTaxesGrp/TotalAmt021769
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt056063
IRS990/PensionPlanContributionsGrp/TotalAmt056063
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010734
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011048
IRS990/PrincipalOfficerNm0MARK SCHAUNAMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0616000
IRS990/ProgramServiceRevenueGrp/BusinessCd1616000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1SCHOOL BOARD CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01160908
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1196445
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01160908
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1196445
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0124093
IRS990/PYOtherExpensesAmt0407302
IRS990/PYProgramServiceRevenueAmt01581071
IRS990/PYRevenuesLessExpensesAmt0919193
IRS990/PYSalariesCompEmpBnftPaidAmt0378669
IRS990/PYTotalExpensesAmt0785971
IRS990/PYTotalRevenueAmt01705164
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0524370
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt01212324
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt03523315
IRS990ScheduleD/BuildingsGrp/DepreciationAmt054682
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03577997
IRS990ScheduleD/EquipmentGrp/BookValueAmt0402321
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0683131
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01085452
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05286
IRS990ScheduleD/ExpensesSubtotalAmt0935876
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05286
IRS990ScheduleD/InvestmentExpensesNotIncldAmt05286
IRS990ScheduleD/LandGrp/BookValueAmt01200000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01200000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt08736
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0280750
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03639
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0284389
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0402
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL WITHHOLDING PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt08736
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05286
IRS990ScheduleD/RevenueSubtotalAmt01460246
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05406386
IRS990ScheduleD/TotalExpensesPerForm990Amt0941162
IRS990ScheduleD/TotalLiabilityAmt0402
IRS990ScheduleD/TotalRevenuePerForm990Amt01465532
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01468982
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0935876
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/BaseCompensationFilingOrgAmt0100046
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt032077
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt018229
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MICHAEL SMITH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0APPRENTICESHIP DIR.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0150352
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

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,407,973
Liabilities
$1,128,904
Net assets
$6,279,069
Revenue
$1,465,532
Expenses
$941,162
Net income
$524,370
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