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← INTERNATIONAL UNION OF OPTG ENGRS LOCAL 841 6501 DIXIE BEE DR

Form 990 for tax year 2023

Filed by INTERNATIONAL UNION OF OPTG ENGRS LOCAL 841 6501 DIXIE BEE DR.

Totals

Total revenue
$5,199,828
Total expenses
$4,298,476
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$4,846,789
Investment income
$353,039
Other revenue
$0
Total assets, end of year
$12,819,777
Total liabilities, end of year
$9,957
Net assets or fund balances, end of year
$12,809,820
Program services expenses (Part IX)
$4,298,476
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$4,298,476

Program services were 100.0% 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: Membership dues

    total $4,837,436 · related or exempt $4,837,436

  • 2b · Program service revenue: Miscellaeous reimbursemen

    total $9,353 · related or exempt $9,353

  • 3 · Investment income

    total $348,664 · excluded $348,664

  • 7a · Gross sales of assets other than inventory

    securities $1,045,000

  • 7b · Less cost or other basis and sales expenses

    securities $1,040,625

  • 7c · Gain or loss

    securities $4,375

  • 7d · Net gain or loss

    total $4,375 · excluded $4,375

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,476,041 · program services $1,476,041

  • 7 · Other salaries and wages

    total $727,138 · program services $727,138

  • 8 · Pension plan contributions

    total $345,017 · program services $345,017

  • 9 · Other employee benefits

    total $199,992 · program services $199,992

  • 10 · Payroll taxes

    total $131,911 · program services $131,911

  • 11b · Fees: legal

    total $60 · program services $60

  • 11c · Fees: accounting

    total $19,825 · program services $19,825

  • 11f · Fees: investment management

    total $13,075 · program services $13,075

  • 12 · Advertising and promotion

    total $60,952 · program services $60,952

  • 22 · Depreciation, depletion and amortization

    total $33,707 · program services $33,707

  • 23 · Insurance

    total $31,928 · program services $31,928

  • 24a · Other expenses: Per Capita Tax

    total $501,604 · program services $501,604

  • 24b · Other expenses: Representational Activi

    total $279,718 · program services $279,718

  • 24c · Other expenses: General Overhead

    total $193,069 · program services $193,069

  • 24d · Other expenses: Union Administration

    total $180,063 · program services $180,063

  • 24e · All other expenses

    total $104,376 · program services $104,376

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $104 · end of year $141

  • 2 · Savings and temporary cash investments

    beginning of year $4,700,962 · end of year $4,930,907

  • 7 · Other notes and loans receivable

    beginning of year $2,000,000 · end of year $2,000,000

  • 10a · Land, buildings and equipment: cost or other basis

    $1,161,552

  • 10b · Land, buildings and equipment: accumulated depreciation

    $848,642

  • 10c · Land, buildings and equipment, net

    beginning of year $234,268 · end of year $312,910

  • 11 · Investments: publicly traded securities

    beginning of year $4,833,543 · end of year $5,575,819

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,585 · end of year $9,957

  • 27 · Net assets without donor restrictions

    beginning of year $11,760,292 · end of year $12,809,820

Mission and programs · 2023

Mission

To provide members with employment referrals, labor services, labor representation, and benefits.

Activities or mission (Part I)

To provide members with employment referrals, labor services, labor representation & benefits.

  • Provide members with employment referrals, labor services, labor representation, and benefits

    Expenses $4,298,476

As filed on the 2023 return.

Listed in Part VII

  • Jason Fisher

    Auditor

    Total calculated
    $45,227
    From this org
    $45,227
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Damon Lynch

    Trustee

    Total calculated
    $2,500
    From this org
    $2,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Shane East

    Auditor

    Total calculated
    $2,500
    From this org
    $2,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Bill Mullis

    Guard

    Total calculated
    $200,537
    From this org
    $129,052
    From related orgs
    $0
    Other
    $71,485
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,052
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $71,485
    Filer's total
    $200,537

  • John Lopossa

    Trustee

    Total calculated
    $2,500
    From this org
    $2,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • David Marc Davis

    Conductor

    Total calculated
    $199,416
    From this org
    $127,932
    From related orgs
    $0
    Other
    $71,484
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,932
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $71,484
    Filer's total
    $199,416

  • Andrew A Smith

    Trustee

    Total calculated
    $199,302
    From this org
    $127,818
    From related orgs
    $0
    Other
    $71,484
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,818
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $71,484
    Filer's total
    $199,302

  • David Johnson

    Auditor

    Total calculated
    $2,500
    From this org
    $2,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Brian Gilham

    Vice President

    Total calculated
    $203,508
    From this org
    $132,023
    From related orgs
    $0
    Other
    $71,485
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,023
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $71,485
    Filer's total
    $203,508

  • Bill Sharp

    Financial Sec

    Total calculated
    $0
    Hours/week
    1

  • Michael Wombles

    Treasurer

    Total calculated
    $199,144
    From this org
    $127,659
    From related orgs
    $0
    Other
    $71,485
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,659
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $71,485
    Filer's total
    $199,144

  • Kevin Buenker

    Rec Corr Sec

    Total calculated
    $204,959
    From this org
    $133,475
    From related orgs
    $0
    Other
    $71,484
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,475
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $71,484
    Filer's total
    $204,959

  • Thomas Ridge

    President/Bus Mgr

    Total calculated
    $213,948
    From this org
    $145,702
    From related orgs
    $0
    Other
    $68,246
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $145,702
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $68,246
    Filer's total
    $213,948

  • Scott Ridge

    Bus Mgr Asst

    Total calculated
    $202,910
    From this org
    $131,425
    From related orgs
    $0
    Other
    $71,485
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,425
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $71,485
    Filer's total
    $202,910

  • Samuel E Barrow

    Bus Agnt

    Total calculated
    $200,469
    From this org
    $128,985
    From related orgs
    $0
    Other
    $71,484
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $128,985
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $71,484
    Filer's total
    $200,469

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

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

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.

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2024
IRS schema version
2023v5.0
Source object
202401369349301340

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