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← OPERATING ENGINEERS LOCAL 841 APPRENTICESHIP AND TRAINING TRUST

Form 990 for tax year 2023

Filed by OPERATING ENGINEERS LOCAL 841 APPRENTICESHIP AND TRAINING TRUST.

Totals

Total revenue
$3,913,815
Total expenses
$2,982,858
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,217,750
Investment income
$320,521
Other revenue
$375,544
Total assets, end of year
$9,709,066
Total liabilities, end of year
$96,231
Net assets or fund balances, end of year
$9,612,835
Program services expenses (Part IX)
$2,425,484
Management and general expenses
$557,374
Fundraising expenses
$0
Program service expenses (Part III)
$2,425,484

Program services were 81.3% 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 & Asse

    total $3,217,750 · related or exempt $3,217,750

  • 3 · Investment income

    total $244,349 · related or exempt $244,349

  • 7a · Gross sales of assets other than inventory

    securities $528,431

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

    securities $452,259

  • 7c · Gain or loss

    securities $76,172

  • 7d · Net gain or loss

    total $76,172 · related or exempt $76,172

  • 11a · Other revenue: Misc. other income

    total $375,544 · related or exempt $375,544

  • 11e · Other revenue, total

    $375,544

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $121,760 · management and general $121,760

  • 7 · Other salaries and wages

    total $697,522 · program services $568,711 · management and general $128,811

  • 8 · Pension plan contributions

    total $280,669 · program services $184,572 · management and general $96,097

  • 9 · Other employee benefits

    total $292,201 · program services $190,806 · management and general $101,395

  • 10 · Payroll taxes

    total $62,894 · program services $43,661 · management and general $19,233

  • 11b · Fees: legal

    total $6,190 · management and general $6,190

  • 11c · Fees: accounting

    total $14,126 · management and general $14,126

  • 16 · Occupancy

    total $94,632 · program services $94,632

  • 19 · Conferences, conventions and meetings

    total $4,321 · program services $4,321

  • 22 · Depreciation, depletion and amortization

    total $466,418 · program services $452,851 · management and general $13,567

  • 24a · Other expenses: Miscellaneous training

    total $351,356 · program services $351,356

  • 24b · Other expenses: Tuition and services

    total $309,799 · program services $285,289 · management and general $24,510

  • 24c · Other expenses: Equipment rental and ma

    total $227,496 · program services $227,496

  • 24d · Other expenses: Supplies

    total $23,026 · management and general $23,026

  • 24e · All other expenses

    total $30,448 · program services $21,789 · management and general $8,659

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $98 · end of year $98

  • 2 · Savings and temporary cash investments

    beginning of year $1,728,887 · end of year $2,468,993

  • 4 · Accounts receivable

    beginning of year $307,847 · end of year $318,761

  • 9 · Prepaid expenses and deferred charges

    beginning of year $43,468 · end of year $48,846

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

    $7,435,391

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

    $5,503,013

  • 10c · Land, buildings and equipment, net

    beginning of year $2,342,587 · end of year $1,932,378

  • 11 · Investments: publicly traded securities

    beginning of year $4,113,321 · end of year $4,888,682

  • 15 · Other assets

    beginning of year $179,106 · end of year $51,308

  • 17 · Accounts payable and accrued expenses

    beginning of year $79,344 · end of year $96,231

  • 25 · Other liabilities

    beginning of year $146,708 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $8,489,262 · end of year $9,612,835

Mission and programs · 2023

Mission

To provide job training programs for personnel employed as operating engineers in Indiana and Illinois.

Activities or mission (Part I)

See Schedule O.To provide job training programs for personnel employed as operating engineers in Indiana and Illinois.

  • Programs of job training for personnel employed as operating engineers in Illinois and Indiana.

    Expenses $2,425,484

As filed on the 2023 return.

Listed in Part VII

  • Chad Brown

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Brian Gilham

    Chairman

    Total calculated
    $0
    Hours/week
    1

  • Troy Zeigler

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Mike Wombles

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Bill Mullis

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Brad Byford

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Bill Sharp

    Training Director

    Total calculated
    $193,631
    From this org
    $121,760
    From related orgs
    $0
    Other
    $71,871
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $121,760
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $71,871
    Filer's total
    $193,631

  • Travis Hunt

    Secretary-Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Marc Davis

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Andrew Zamani

    Instructor

    Total calculated
    $174,609
    From this org
    $104,328
    From related orgs
    $0
    Other
    $70,281
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $104,328
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $70,281
    Filer's total
    $174,609

  • Kenny Gay

    Instructor

    Total calculated
    $163,543
    From this org
    $94,903
    From related orgs
    $0
    Other
    $68,640
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $94,903
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $68,640
    Filer's total
    $163,543

  • Terry Richardson

    Instructor

    Total calculated
    $172,406
    From this org
    $102,436
    From related orgs
    $0
    Other
    $69,970
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $102,436
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $69,970
    Filer's total
    $172,406

  • Justin Lynch

    Instructor

    Total calculated
    $166,187
    From this org
    $97,131
    From related orgs
    $0
    Other
    $69,056
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $97,131
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $69,056
    Filer's total
    $166,187

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
  • 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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 October 2024
IRS schema version
2023v5.1
Source object
202433059349300813

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