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← FLORIDA WEST COAST OPERATING ENGINEERS APPRENTICESHIP TRUST FUN

Form 990 for tax year 2025

Filed by FLORIDA WEST COAST OPERATING ENGINEERS APPRENTICESHIP TRUST FUN.

Totals

Total revenue
$1,039,026
Total expenses
$963,949
Contributions and grants received
$989,398
Grants paid
$0
Program service revenue
$0
Investment income
$34,213
Other revenue
$15,415
Total assets, end of year
$2,539,682
Total liabilities, end of year
$34,543
Net assets or fund balances, end of year
$2,505,139
Program services expenses (Part IX)
$821,201
Management and general expenses
$142,748
Fundraising expenses
$0
Program service expenses (Part III)
$821,201

Program services were 85.2% 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.

  • 1f · All other contributions, gifts and grants

    $989,398

  • 3 · Investment income

    total $34,608 · related or exempt $34,608

  • 7a · Gross sales of assets other than inventory

    securities $50,000

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

    securities $50,395

  • 7c · Gain or loss

    securities -$395

  • 7d · Net gain or loss

    total -$395 · related or exempt -$395

  • 11a · Other revenue: REIMBURSED EXPENSES

    total $15,415 · related or exempt $15,415

  • 11e · Other revenue, total

    $15,415

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $27,478 · program services $27,478

  • 7 · Other salaries and wages

    total $375,435 · program services $366,685 · management and general $8,750

  • 8 · Pension plan contributions

    total $107,597 · program services $107,597

  • 9 · Other employee benefits

    total $48,100 · program services $48,100

  • 10 · Payroll taxes

    total $28,752 · program services $28,075 · management and general $677

  • 11a · Fees: management

    total $45,588 · management and general $45,588

  • 11b · Fees: legal

    total $4,230 · management and general $4,230

  • 11c · Fees: accounting

    total $20,856 · management and general $20,856

  • 12 · Advertising and promotion

    total $4,132 · program services $4,132

  • 13 · Office expenses

    total $15,726 · program services $7,638 · management and general $8,088

  • 16 · Occupancy

    total $66,784 · program services $65,854 · management and general $930

  • 17 · Travel

    total $9,206 · program services $9,206

  • 19 · Conferences, conventions and meetings

    total $1,325 · program services $1,325

  • 22 · Depreciation, depletion and amortization

    total $80,726 · program services $80,726

  • 23 · Insurance

    total $36,235 · program services $30,839 · management and general $5,396

  • 24a · Other expenses: EQUIPMENT FRAUD LOSS

    total $47,655 · management and general $47,655

  • 24b · Other expenses: TRAINING SUPPLIES AND M

    total $32,576 · program services $32,576

  • 24c · Other expenses: EQUIPMENT AND AUTO FUEL

    total $11,548 · program services $10,970 · management and general $578

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $51,405 · end of year $140,949

  • 2 · Savings and temporary cash investments

    beginning of year $56,900 · end of year $84,667

  • 4 · Accounts receivable

    beginning of year $128,361 · end of year $191,989

  • 9 · Prepaid expenses and deferred charges

    beginning of year $29,321 · end of year $22,382

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

    $2,287,745

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

    $1,062,324

  • 10c · Land, buildings and equipment, net

    beginning of year $1,306,147 · end of year $1,225,421

  • 11 · Investments: publicly traded securities

    beginning of year $887,677 · end of year $874,274

  • 17 · Accounts payable and accrued expenses

    beginning of year $27,693 · end of year $34,543

  • 27 · Net assets without donor restrictions

    beginning of year $2,432,118 · end of year $2,505,139

Mission and programs · 2025

Mission

TO PROVIDE UP-TO-DATE TRAINING AND INSTRUCTION FOR APPRENTICES IN THE FIELD OF HEAVY EQUIPMENT OPERATION.

Activities or mission (Part I)

TO PROVIDE UP-TO-DATE TRAINING FOR APPRENTICES IN THE FIELD OF HEAVY EQUIPMENT OPERATION.

  • TRAINING APPRENTICES IN HEAVY EQUIPMENT OPERATION.

    Expenses $821,201

As filed on the 2025 return.

Listed in Part VII

  • Walberto Utreras

    CHAIRMAN

    Total calculated
    $199,353
    From this org
    $0
    From related orgs
    $140,299
    Other
    $59,054
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $140,299 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $46,054 related
    Nontaxable benefits
    $0 + $13,000 related
    Filer's total
    $0 + $199,353 related

  • James Junecko

    VICE CHAIRMAN

    Total calculated
    $173,831
    From this org
    $0
    From related orgs
    $118,670
    Other
    $55,161
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $118,670 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $42,161 related
    Nontaxable benefits
    $0 + $13,000 related
    Filer's total
    $0 + $173,831 related

  • Preston Taylor

    SECRETARY-TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Bryan C Robison

    VICE SECRETARY-TREASURER

    Total calculated
    $0
    Hours/week
    5

  • Dylan Sherman

    TRUSTEE

    Total calculated
    $171,082
    From this org
    $0
    From related orgs
    $116,341
    Other
    $54,741
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $116,341 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $41,741 related
    Nontaxable benefits
    $0 + $13,000 related
    Filer's total
    $0 + $171,082 related

  • Jason Dixon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Adrian L Lacey

    COORDINATOR

    Total calculated
    $166,318
    From this org
    $112,303
    From related orgs
    $0
    Other
    $54,015
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $112,303
    Bonus
    $0
    Other
    $0
    Deferred
    $41,015
    Nontaxable benefits
    $13,000
    Filer's total
    $166,318

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.

  • IUOE LU 487

    501(C)(5) · LOCAL UNION · FL

  • FLORIDA WEST COAST OPERATING ENGINEERS BUILDING CORP INC

    501(C)(2) · HOLDING CORPORATION · FL

Provenance

Return type
form_990
Tax year
2025
Filed
3 August 2026
IRS schema version
2025v4.2
Source object
202602189349300800

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