Civic Intelligence

Stationary Engineers Training Trust

990 • Fiscal year 2022 • EIN 91-1001810

Aug 01, 2021 to Jul 31, 2022 • Filed on Jun 08, 2023

Organization ProfileIUOE302.ORG
7525 SE 24th Street Suite 200Mercer Island, WA 98040

(206) 329-4900

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Net Margin

43rd percentile

1.9%

Higher net margin than 43% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

87th percentile

$131,143

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 35.4% of source-year revenue.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2022

Asset Growth

30th percentile

-4.1%

Faster asset growth than 30% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

12th percentile

-15%

Faster revenue growth than 12% of similar nonprofits.

2022 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$448,572

Down $19,230 (-4.1%) from 2021

Net Assets

Down

$443,164

Down $18,942 (-4.1%) from 2021

Liabilities

Down

$5,408

Down $288 (-5.1%) from 2021

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin43rd percentile

Revenue

Down

$370,527

Down $66,754 (-15%) from 2021

Expenses

Up

$363,428

Up $32,867 (+9.9%) from 2021

Net Income

Down

$7,099

Down $99,621 (-93%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2010: $425,056Liabilities 2010: $523Net Assets 2010: $424,5332010Assets 2011: $432,697Liabilities 2011: $3,441Net Assets 2011: $429,2562011Assets 2012: $353,407Liabilities 2012: $2,417Net Assets 2012: $350,9912012Assets 2013: $294,675Liabilities 2013: $3,611Net Assets 2013: $291,0642013Assets 2014: $253,003Liabilities 2014: $3,780Net Assets 2014: $249,2232014Assets 2015: $183,996Liabilities 2015: $3,646Net Assets 2015: $180,3502015Assets 2016: $147,712Liabilities 2016: $6,490Net Assets 2016: $141,2222016Assets 2017: $132,443Liabilities 2017: $3,963Net Assets 2017: $128,4802017Assets 2018: $183,441Liabilities 2018: $4,027Net Assets 2018: $179,4142018Assets 2019: $250,712Liabilities 2019: $2,528Net Assets 2019: $248,1842019Assets 2020: $356,158Liabilities 2020: $3,999Net Assets 2020: $352,1592020Assets 2021: $467,802Liabilities 2021: $5,696Net Assets 2021: $462,1062021Assets 2022: $448,572Liabilities 2022: $5,408Net Assets 2022: $443,1642022Assets 2023: $456,490Liabilities 2023: $4,035Net Assets 2023: $452,4552023Assets 2024: $423,120Liabilities 2024: $4,823Net Assets 2024: $418,2972024

Highlighted filing

2022

Assets$448,572
Liabilities$5,408
Net Assets$443,164
Open 2022 Filing

Operations Trend

Revenue Growth12th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2010: $374,736Expenses 2010: $366,257Net Income 2010: $8,4792010Revenue 2011: $360,160Expenses 2011: $355,437Net Income 2011: $4,7232011Revenue 2012: $370,237Expenses 2012: $448,503Net Income 2012: -$78,2662012Expenses 2013: $435,7232013Revenue 2014: $353,166Expenses 2014: $395,007Net Income 2014: -$41,8412014Revenue 2015: $272,846Expenses 2015: $341,719Net Income 2015: -$68,8732015Revenue 2016: $282,015Expenses 2016: $321,143Net Income 2016: -$39,1282016Revenue 2017: $326,543Expenses 2017: $339,285Net Income 2017: -$12,7422017Revenue 2018: $365,624Expenses 2018: $314,690Net Income 2018: $50,9342018Revenue 2019: $374,492Expenses 2019: $305,722Net Income 2019: $68,7702019Revenue 2020: $424,934Expenses 2020: $323,261Net Income 2020: $101,6732020Revenue 2021: $437,281Expenses 2021: $330,561Net Income 2021: $106,7202021Revenue 2022: $370,527Expenses 2022: $363,428Net Income 2022: $7,0992022Revenue 2023: $298,397Expenses 2023: $286,247Net Income 2023: $12,1502023Revenue 2024: $364,355Expenses 2024: $414,825Net Income 2024: -$50,4702024

Highlighted filing

2022

Revenue$370,527
Expenses$363,428
Net Income$7,099
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Jun 8, 2023
Return Version
2021v4.2
Gross Receipts
$692,874
Mission and Program Overview

Mission

Revenues are collected for the purpose of reimbursing stationary engineers for costs related to training in the industry which is the basis for the exemption of this organization.

The trust makes reimbursements related to training and certification of stationary engineers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$462,106$443,164▼ $18,942
Investments in Publicly Traded Securities$312,550$289,356▼ $23,194
Cash and Non-Interest-Bearing Accounts$153,194$154,772▲ $1,578
Land, Buildings, and Equipment, Net$2,058$4,444▲ $2,386
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$467,802$448,572▼ $19,230
Liabilities
Accounts Payable and Accrued Expenses$5,696$5,408▼ $288
Total Liabilities$5,696$5,408▼ $288
Net Assets / Fund Balance
Total Net Assets Fund Balance$462,106$443,164▼ $18,942
Total Liabilities and Net Assets / Fund Balance$467,802$448,572▼ $19,230

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,444$56,060$60,504
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Christian DubeTraining CoordinatorFT$83,124$48,019$131,143

Board Members and Trustees

NameTitle
Daren KonopaskiTrust Chairman
Jeff Frazier End 0822Trustee
Lee NewmanTrustee
Roberta Burnett Term 0821-0422Trustee
Tony Frascone Start 0422Trustee
Erik KnowlesTrust Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$366,905
Investment Income
$3,622
Other Revenue
$0
Change in Net Assets
$7,099

Audited Revenue Reconciliation

Revenue per Audited Statements
$370,527
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-26,041
Total Revenue per Audited Statements
$344,486
Total Revenue per Form 990
$370,527
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$188,356
Salaries, Compensation, and Employee Benefits$175,072
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$126,478--$126,478
Other Employee Benefits$18,835--$18,835
Other Salaries and Wages$17,824--$17,824
Fees for Services Management$17,207--$17,207
Occupancy$15,636--$15,636
Office Expenses$11,918--$11,918
Payroll Taxes$8,866--$8,866
Fees for Services Accounting$8,250--$8,250
Travel$4,800--$4,800
Pension Plan Contributions$3,069--$3,069
Fees for Services Legal$2,730--$2,730
Insurance$1,401--$1,401
Depreciation Depletion$1,320--$1,320
Other Expenses$608--$608
Total Functional Expenses$363,428$0$0$363,428

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$363,428
Total Expenses per Audited Statements$363,428
Total Expenses per Form 990$363,428
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The day to day operations of the organization is managed by a third party administrator: welfare & pension administration service, inc. The board of trustees retains ultimate responsibility for the actions of the professional administrators.”

Form 990, Part VI, Section A, Line 8B

“The organization does not have committees that act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 was reviewed by the board before filing.”

Form 990, Part VI, Section B, Line 15A

“The board of trustees review the compensation packages on an annual basis.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available upon request through the plan administrator.”

LINE 6: FORM 990, PART VII, SECTION A

“Trustees are not compensated by the trust, compensation by other tax-exempt organizations is reported of form 990 filed with the internal revenue service by the related tax exempt organization. If you would like additional information please contact the plan administrator.”

Filing and Contact Details

Filer

Filer Name
Stationary Engineers Training Trust
EIN
91-1001810
Phone
2063294900
Address
7525 SE 24TH STREET SUITE 200, MERCER ISLAND, WA 98040

Signing Officer

Name
Daren Konopaski
Title
Chairman
Phone
2063294900
Signed
2023-06-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daren Konopaski
Formed
1977
Legal Domicile
Wa
Voting Board Members
4
Independent Board Members
0
Employees
2
Volunteers
6

Preparer

Firm
Cliftonlarsonallen Llp
Address
10700 NORTHUP WAY SUITE 200, BELLEVUE, WA 98004
Preparer
Michael T Mead CPA
Phone
4252506100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The board of trustees is responsible for overseeing the annual audit and hiring the auditor. This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plan's assets is intended to qualify pursuant to section 501(c)5 of the internal revenue code (irc), and, accordingly, the trust's net investment income is exempt from income taxes. The plan has obtained a favorable determination letter from the internal revenue service (irs) and the plan sponsor believes that the plan, as amended, continues to qualify and to operate in accordance with applicable provisions of the irs. The plan follows financial accounting standards board accounting standards codification topic 740, income taxes (topic 740). Topic 740 clarifies the accounting for uncertainty in income taxes.”

Raw XML Appendix365 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt05696
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05408
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE TRUST MAKES REIMBURSEMENTS RELATED TO TRAINING AND CERTIFICATION OF STATIONARY ENGINEERS.
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOAN GITAHI WELFARE & PENSION ADMINISTRATION SERVICE INC
IRS990/BooksInCareOfDetail/PhoneNum02064417574
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07525 SE 24TH STREET SUITE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0MERCER ISLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd098040
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0153194
IRS990/CashNonInterestBearingGrp/EOYAmt0154772
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0126478
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0126478
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03622
IRS990/CYOtherExpensesAmt0188356
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0366905
IRS990/CYRevenuesLessExpensesAmt07099
IRS990/CYSalariesCompEmpBnftPaidAmt0175072
IRS990/CYTotalExpensesAmt0363428
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0370527
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01320
IRS990/DepreciationDepletionGrp/TotalAmt01320
IRS990/Desc0THE ORGANIZATION PROVIDES LIMITED REIMBURSEMENTS TO UNION MEMBERS IN GOOD STANDING FOR COSTS RELATED TO TRAINING TAKEN AS A STATIONARY ENGINEER. THE TRAINING IMPROVES THE QUALITY AND SAFETY OF INDIVIDUALS WORKING IN THE INDUSTRY.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt02
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt08250
IRS990/FeesForServicesAccountingGrp/TotalAmt08250
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt02730
IRS990/FeesForServicesLegalGrp/TotalAmt02730
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt017207
IRS990/FeesForServicesManagementGrp/TotalAmt017207
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
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/OtherCompensationAmt648019
IRS990/Form990PartVIISectionAGrp/PersonNm0DAREN KONOPASKI
IRS990/Form990PartVIISectionAGrp/PersonNm1ERIK KNOWLES
IRS990/Form990PartVIISectionAGrp/PersonNm2LEE NEWMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3JEFF FRAZIER END 0822
IRS990/Form990PartVIISectionAGrp/PersonNm4TONY FRASCONE START 0422
IRS990/Form990PartVIISectionAGrp/PersonNm5ROBERTA BURNETT TERM 0821-0422
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRISTIAN DUBE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt683124
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUST CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUST SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRAINING COORDINATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-6086
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0316261
IRS990/GrossReceiptsAmt0692874
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01401
IRS990/InsuranceGrp/TotalAmt01401
IRS990/InvestmentIncomeGrp/ExclusionAmt09708
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09708
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0312550
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0289356
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt056060
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02058
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04444
IRS990/LandBldgEquipCostOrOtherBssAmt060504
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0322347
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0REVENUES ARE COLLECTED FOR THE PURPOSE OF REIMBURSING STATIONARY ENGINEERS FOR COSTS RELATED TO TRAINING IN THE INDUSTRY WHICH IS THE BASIS FOR THE EXEMPTION OF THIS ORGANIZATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0462106
IRS990/NetAssetsOrFundBalancesEOYAmt0443164
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-6086
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-6086
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-26041
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt015636
IRS990/OccupancyGrp/TotalAmt015636
IRS990/OfficeExpensesGrp/ProgramServicesAmt011918
IRS990/OfficeExpensesGrp/TotalAmt011918
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt018835
IRS990/OtherEmployeeBenefitsGrp/TotalAmt018835
IRS990/OtherExpensesGrp/Desc0TUITION AND FEES
IRS990/OtherExpensesGrp/Desc1BOOKS AND SUPPLIES
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/Desc3INSTRUCTOR FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt0118603
IRS990/OtherExpensesGrp/ProgramServicesAmt13120
IRS990/OtherExpensesGrp/ProgramServicesAmt22763
IRS990/OtherExpensesGrp/ProgramServicesAmt3608
IRS990/OtherExpensesGrp/TotalAmt0118603
IRS990/OtherExpensesGrp/TotalAmt13120
IRS990/OtherExpensesGrp/TotalAmt22763
IRS990/OtherExpensesGrp/TotalAmt3608
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt017824
IRS990/OtherSalariesAndWagesGrp/TotalAmt017824
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt08866
IRS990/PayrollTaxesGrp/TotalAmt08866
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt03069
IRS990/PensionPlanContributionsGrp/TotalAmt03069
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DAREN KONOPASKI
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1531390
IRS990/ProgramServiceRevenueGrp/BusinessCd2541610
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1FACILITY FEE REIMBURSE
IRS990/ProgramServiceRevenueGrp/Desc2CONSULTING FEE REIMBUR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0327905
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt127000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt212000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0327905
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt127000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07525
IRS990/PYOtherExpensesAmt0165253
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0429756
IRS990/PYRevenuesLessExpensesAmt0106720
IRS990/PYSalariesCompEmpBnftPaidAmt0165308
IRS990/PYTotalExpensesAmt0330561
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0437281
IRS990/ReconcilationRevenueExpnssAmt07099
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0462106
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0443164
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04444
IRS990ScheduleD/EquipmentGrp/DepreciationAmt056060
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt060504
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0363428
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-26041
IRS990ScheduleD/RevenueNotReportedAmt0-26041
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0370527
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)5 OF THE INTERNAL REVENUE CODE (IRC), AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) AND THE PLAN SPONSOR BELIEVES THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRS. THE PLAN FOLLOWS FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION TOPIC 740, INCOME TAXES (TOPIC 740). TOPIC 740 CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04444
IRS990ScheduleD/TotalExpensesPerForm990Amt0363428
IRS990ScheduleD/TotalRevenuePerForm990Amt0370527
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0344486
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0363428
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DAY TO DAY OPERATIONS OF THE ORGANIZATION IS MANAGED BY A THIRD PARTY ADMINISTRATOR: WELFARE & PENSION ADMINISTRATION SERVICE, INC. THE BOARD OF TRUSTEES RETAINS ULTIMATE RESPONSIBILITY FOR THE ACTIONS OF THE PROFESSIONAL ADMINISTRATORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT HAVE COMMITTEES THAT ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 WAS REVIEWED BY THE BOARD BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES REVIEW THE COMPENSATION PACKAGES ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST THROUGH THE PLAN ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES ARE NOT COMPENSATED BY THE TRUST, COMPENSATION BY OTHER TAX-EXEMPT ORGANIZATIONS IS REPORTED OF FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION PLEASE CONTACT THE PLAN ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSEEING THE ANNUAL AUDIT AND HIRING THE AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5LINE 6: FORM 990, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0467802
IRS990/TotalAssetsEOYAmt0448572
IRS990/TotalAssetsGrp/BOYAmt0467802
IRS990/TotalAssetsGrp/EOYAmt0448572
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0363428
IRS990/TotalFunctionalExpensesGrp/TotalAmt0363428
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05696
IRS990/TotalLiabilitiesEOYAmt05408
IRS990/TotalLiabilitiesGrp/BOYAmt05696
IRS990/TotalLiabilitiesGrp/EOYAmt05408
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0462106
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0443164
IRS990/TotalOtherCompensationAmt048019
IRS990/TotalProgramServiceRevenueAmt0366905
IRS990/TotalReportableCompFromOrgAmt083124
IRS990/TotalRevenueGrp/ExclusionAmt03622
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0366905
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0370527
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0467802
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0448572
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt04800
IRS990/TravelGrp/TotalAmt04800
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07525 SE 24TH ST STE 200
IRS990/USAddress/CityNm0MERCER ISLAND
IRS990/USAddress/StateAbbreviationCd0WA
IRS990/USAddress/ZIPCd098040
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0HTTP://IUOE302.ORG/
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAREN KONOPASKI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02063294900
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STATIONARY ENGINEERS TRAINING TRUST
ReturnHeader/Filer/BusinessNameControlTxt0STAT
ReturnHeader/Filer/EIN0911001810
ReturnHeader/Filer/PhoneNum02063294900
ReturnHeader/Filer/USAddress/AddressLine1Txt07525 SE 24TH STREET SUITE 200
ReturnHeader/Filer/USAddress/CityNm0MERCER ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098040
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010700 NORTHUP WAY SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd098004
ReturnHeader/PreparerPersonGrp/PhoneNum04252506100
ReturnHeader/PreparerPersonGrp/PreparationDt02023-06-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL T MEAD CPA
ReturnHeader/ReturnTs02023-06-09T12:26:38-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAREN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KONOPASKI
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$448,572
Liabilities
$5,408
Net assets
$443,164
Revenue
$370,527
Expenses
$363,428
Net income
$7,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.23$0.05$4.18$3.64$4.15$0.50
2023Detailed filing. Detailed filing data is available for this year.$4.56$0.04$4.52$2.98$2.86$0.12
2022Detailed filing. Detailed filing data is available for this year.$4.49$0.05$4.43$3.71$3.63$0.07
2021Detailed filing. Detailed filing data is available for this year.$4.68$0.06$4.62$4.37$3.31$1.07
2020Detailed filing. Detailed filing data is available for this year.$3.56$0.04$3.52$4.25$3.23$1.02
2019Detailed filing. Detailed filing data is available for this year.$2.51$0.03$2.48$3.74$3.06$0.69
2018Detailed filing. Detailed filing data is available for this year.$1.83$0.04$1.79$3.66$3.15$0.51
2017Detailed filing. Detailed filing data is available for this year.$1.32$0.04$1.28$3.27$3.39$0.13
2016Detailed filing. Detailed filing data is available for this year.$1.48$0.06$1.41$2.82$3.21$0.39
2015Detailed filing. Detailed filing data is available for this year.$1.84$0.04$1.80$2.73$3.42$0.69
2014Detailed filing. Detailed filing data is available for this year.$2.53$0.04$2.49$3.53$3.95$0.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.04$2.91$4.36
2012Summary only. Only limited summary data is available for this year.$3.53$0.02$3.51$3.70$4.49$0.78
2011Summary only. Only limited summary data is available for this year.$4.33$0.03$4.29$3.60$3.55$0.05
2010Summary only. Only limited summary data is available for this year.$4.25$0.01$4.25$3.75$3.66$0.08