Form 990 for tax year 2023
Filed by COLORADO JOURNEYMEN AND APPRENTICES TRAINING FUND FOR OPERATING ENGINE.
Totals
- Total revenue
- $2,246,708
- Total expenses
- $1,461,974
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $2,227,294
- Investment income
- $15,487
- Other revenue
- $3,927
- Total assets, end of year
- $3,473,660
- Total liabilities, end of year
- $20,388
- Net assets or fund balances, end of year
- $3,453,272
- Program services expenses (Part IX)
- $1,143,171
- Management and general expenses
- $318,803
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,143,171
Program services were 78.2% 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 $2,227,294 · related or exempt $2,227,294
-
3 · Investment income
total $17,564 · excluded $17,564
-
7a · Gross sales of assets other than inventory
securities $17,224
-
7b · Less cost or other basis and sales expenses
securities $19,301
-
7c · Gain or loss
securities -$2,077
-
7d · Net gain or loss
total -$2,077 · related or exempt -$2,077
-
11a · Other revenue: Reimbursements
total $17,203 · related or exempt $17,203
-
11b · Other revenue: Loss on Sale
total -$13,276 · related or exempt -$13,276
-
11e · Other revenue, total
$3,927
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $463,373 · program services $338,393 · management and general $124,980
-
8 · Pension plan contributions
total $114,897 · program services $97,914 · management and general $16,983
-
9 · Other employee benefits
total $89,815 · program services $89,815
-
10 · Payroll taxes
total $43,587 · program services $33,946 · management and general $9,641
-
11b · Fees: legal
total $180 · program services $180
-
11c · Fees: accounting
total $11,515 · program services $11,515
-
11g · Fees: other
total $1,320 · management and general $1,320
-
12 · Advertising and promotion
total $5,309 · program services $5,309
-
13 · Office expenses
total $34,019 · management and general $34,019
-
16 · Occupancy
total $25,249 · program services $25,249
-
17 · Travel
total $22,237 · program services $1,685 · management and general $20,552
-
22 · Depreciation, depletion and amortization
total $175,753 · program services $168,706 · management and general $7,047
-
23 · Insurance
total $79,603 · management and general $79,603
-
24a · Other expenses: Training
total $370,459 · program services $370,459
-
24e · All other expenses
total $24,658 · management and general $24,658
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $720,616 · end of year $871,829
-
4 · Accounts receivable
beginning of year $184,448 · end of year $303,820
-
10a · Land, buildings and equipment: cost or other basis
$3,298,138
-
10b · Land, buildings and equipment: accumulated depreciation
$1,247,609
-
10c · Land, buildings and equipment, net
beginning of year $1,539,771 · end of year $2,050,529
-
11 · Investments: publicly traded securities
beginning of year $230,129 · end of year $247,482
-
17 · Accounts payable and accrued expenses
beginning of year $12,879 · end of year $20,388
-
27 · Net assets without donor restrictions
beginning of year $2,662,085 · end of year $3,453,272
Mission and programs · 2023
Mission
Heavy equipment training classes for journeyman and apprentice operating engineers.
-
Heavy equipment training classes for journeyman and apprentice operating engineers.
Expenses $1,143,171 · Revenue $2,242,420
As filed on the 2023 return.
Listed in Part VII
-
Kathy Innes
Employer Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Keith Swerdfeger
Employer Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jason Thomas
Employer Trustee
- Total calculated
- $0
- Hours/week
- 1
-
George Fields
Union Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Kirk Jordan
Union Trustee
- Total calculated
- $0
- Hours/week
- 1
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.
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.
-
Oerating Engineers H&W Fund for Colorado
501(c)(9) · H&W Fund · CO
-
Contact Fund Administrator
N/A · CO
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
Contact Fund Adminsistrator
N/A · CO
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
Contact Fund Administrator
N/A · CO
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 July 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541959349301139
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