Form 990 for tax year 2024
Filed by OPERATING ENG SKILL IMPROVEMENT & JOINT APPRENTICESHIP COMMITTEE.
Totals
- Total revenue
- $1,477,532
- Total expenses
- $1,468,051
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $1,310,946
- Investment income
- $133,346
- Other revenue
- $33,240
- Total assets, end of year
- $5,129,936
- Total liabilities, end of year
- $24,864
- Net assets or fund balances, end of year
- $5,105,072
- Program services expenses (Part IX)
- $1,260,860
- Management and general expenses
- $207,191
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,260,860
Program services were 85.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $1,310,946 · related or exempt $1,310,946
-
3 · Investment income
total $131,911 · excluded $131,911
-
7a · Gross sales of assets other than inventory
securities $1,104,246
-
7b · Less cost or other basis and sales expenses
securities $1,102,811
-
7c · Gain or loss
securities $1,435
-
7d · Net gain or loss
total $1,435 · excluded $1,435
-
11a · Other revenue: OTHER INCOME- RENT, EQUIPMENT SAL
total $33,240 · related or exempt $33,240
-
11e · Other revenue, total
$33,240
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $567,667 · program services $567,667
-
8 · Pension plan contributions
total $136,481 · program services $136,481
-
9 · Other employee benefits
total $63,950 · program services $63,950
-
10 · Payroll taxes
total $45,258 · program services $45,258
-
11a · Fees: management
total $35,211 · management and general $35,211
-
11b · Fees: legal
total $9,604 · management and general $9,604
-
11c · Fees: accounting
total $18,976 · management and general $18,976
-
11f · Fees: investment management
total $7,459 · management and general $7,459
-
13 · Office expenses
total $24,121 · management and general $24,121
-
16 · Occupancy
total $60,150 · management and general $60,150
-
19 · Conferences, conventions and meetings
total $2,456 · program services $2,456
-
22 · Depreciation, depletion and amortization
total $244,293 · program services $244,293
-
23 · Insurance
total $51,670 · management and general $51,670
-
24a · Other expenses: APPRENTICE TRAINING & S
total $200,755 · program services $200,755
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $106,295 · end of year $104,261
-
2 · Savings and temporary cash investments
beginning of year $426,096 · end of year $205,691
-
4 · Accounts receivable
beginning of year $149,695 · end of year $123,875
-
9 · Prepaid expenses and deferred charges
beginning of year $2,925 · end of year $4,138
-
10a · Land, buildings and equipment: cost or other basis
$5,505,407
-
10b · Land, buildings and equipment: accumulated depreciation
$3,784,034
-
10c · Land, buildings and equipment, net
beginning of year $1,571,245 · end of year $1,721,373
-
11 · Investments: publicly traded securities
beginning of year $2,758,627 · end of year $2,970,598
-
17 · Accounts payable and accrued expenses
beginning of year $21,762 · end of year $21,371
-
25 · Other liabilities
beginning of year $3,437 · end of year $3,493
-
27 · Net assets without donor restrictions
beginning of year $4,989,684 · end of year $5,105,072
Mission and programs · 2024
Mission
TO PROVIDE A PROGRAM FOR THE TRAINING AND EDUCATION OF APPRENTICES.
Activities or mission (Part I)
TRAINING OPERATING ENGINEERS
-
THE FUND PROVIDES A TRAINING SITE BY OPERATING ENGINEERS LOCAL 77 TO TRAIN ITS APPRENTICES.
Expenses $1,260,860 · Revenue $1,344,186
As filed on the 2024 return.
Listed in Part VII
-
Joshua VandykeJOSHUA VANDYKE
UNION TRUSTEE
- Total calculated
- $209,212
- From this org
- $0
- From related orgs
- $155,036
- Other
- $54,176
- Hours/week
- 1 + 43 related
Schedule J breakdown matched by us
- Base
- $0 + $155,036 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $38,155 related
- Nontaxable benefits
- $0 + $16,021 related
- Filer's total
- $0 + $209,212 related
-
Trae LoftyTRAE LOFTY
UNION TRUSTEE
- Total calculated
- $180,450
- From this org
- $0
- From related orgs
- $130,174
- Other
- $50,276
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $130,174 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $34,255 related
- Nontaxable benefits
- $0 + $16,021 related
- Filer's total
- $0 + $180,450 related
-
Steve FaulknerSTEVE FAULKNER
UNION TRUSTEE
- Total calculated
- $204,214
- From this org
- $0
- From related orgs
- $135,288
- Other
- $68,926
- Hours/week
- 1 + 42 related
Schedule J breakdown matched by us
- Base
- $0 + $135,288 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $52,905 related
- Nontaxable benefits
- $0 + $16,021 related
- Filer's total
- $0 + $204,214 related
-
Clifford DennisonCLIFFORD DENNISON
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 43 related
-
John KnowlesJOHN KNOWLES
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Brian MazzellaBRIAN MAZZELLA
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
C BurkeC BURKE
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Brandon HorneBRANDON HORNE
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Richard MazzellaRICHARD MAZZELLA
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
James GilroyJAMES GILROY
TRAINING COORDINATOR
- Total calculated
- $188,528
- From this org
- $142,932
- From related orgs
- $0
- Other
- $45,596
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $142,932
- Bonus
- $0
- Other
- $0
- Deferred
- $32,766
- Nontaxable benefits
- $12,830
- Filer's total
- $188,528
-
Jason DentonJASON DENTON
ASSISTANT TRAINING COORDIN
- Total calculated
- $171,898
- From this org
- $127,375
- From related orgs
- $0
- Other
- $44,523
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $127,375
- Bonus
- $0
- Other
- $0
- Deferred
- $31,693
- Nontaxable benefits
- $12,830
- Filer's total
- $171,898
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
OPERATING ENGINEERS LOCAL 77 PENSION FUND
PROVIDING RETIREMENT BENEFITS · MD
-
OPERATING ENGINEERS TRUST FUND OF WASHINGTON DC
PROVIDING HEALTHCARE BENEFITS · MD
-
OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN
PROVIDING RETIREMENT BENEFITS · MD
-
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL NO 77
501(C)(5) · ORGANIZING WORKERS · MD
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 6 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503159349306575
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