Form 990 for tax year 2022
Filed by OPERATING ENGINEERS AFFIRMATIVE ACTION TRAINING FUND.
Totals
- Total revenue
- $2,402,149
- Total expenses
- $1,506,286
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $2,117,899
- Investment income
- $283,808
- Other revenue
- $442
- Total assets, end of year
- $5,287,833
- Total liabilities, end of year
- $219,654
- Net assets or fund balances, end of year
- $5,068,179
- Program services expenses (Part IX)
- $1,467,893
- Management and general expenses
- $38,393
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,467,893
Program services were 97.5% 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 $1,890,405 · related or exempt $1,890,405
-
2b · Program service revenue: TUTION REIMBURSEMENT
total $227,494 · related or exempt $227,494
-
3 · Investment income
total $43,863 · excluded $43,863
-
7a · Gross sales of assets other than inventory
securities $479,890
-
7b · Less cost or other basis and sales expenses
securities $239,945
-
7c · Gain or loss
securities $239,945
-
7d · Net gain or loss
total $239,945 · excluded $239,945
-
11a · Other revenue: MISCELLANEOUS INCOME
total $442 · related or exempt $442
-
11e · Other revenue, total
$442
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $183,029 · program services $183,029
-
7 · Other salaries and wages
total $288,062 · program services $288,062
-
9 · Other employee benefits
total $248,065 · program services $248,065
-
10 · Payroll taxes
total $37,497 · program services $37,497
-
11b · Fees: legal
total $16,408 · management and general $16,408
-
11f · Fees: investment management
total $875 · management and general $875
-
11g · Fees: other
total $21,110 · management and general $21,110
-
12 · Advertising and promotion
total $2,323 · program services $2,323
-
13 · Office expenses
total $21,547 · program services $21,547
-
17 · Travel
total $16,371 · program services $16,371
-
19 · Conferences, conventions and meetings
total $54 · program services $54
-
22 · Depreciation, depletion and amortization
total $270,455 · program services $270,455
-
23 · Insurance
total $78,970 · program services $78,970
-
24a · Other expenses: TRAINING & UPGRADING
total $170,125 · program services $170,125
-
24b · Other expenses: SUPPLIES, REPAIRS, AND
total $90,085 · program services $90,085
-
24c · Other expenses: TRAINING SITE UTILITIES
total $33,293 · program services $33,293
-
24d · Other expenses: TRG. SITE SUPPLIES, REP
total $13,519 · program services $13,519
-
24e · All other expenses
total $14,498 · program services $14,498
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,143,054 · end of year $868,861
-
2 · Savings and temporary cash investments
beginning of year $3,718 · end of year $5,878
-
4 · Accounts receivable
beginning of year $109,044 · end of year $124,014
-
8 · Inventories for sale or use
beginning of year $3,065 · end of year $17,918
-
9 · Prepaid expenses and deferred charges
beginning of year $65,818 · end of year $44,256
-
10a · Land, buildings and equipment: cost or other basis
$5,355,853
-
10b · Land, buildings and equipment: accumulated depreciation
$3,976,720
-
10c · Land, buildings and equipment, net
beginning of year $1,649,589 · end of year $1,379,133
-
11 · Investments: publicly traded securities
beginning of year $1,569,109 · end of year $2,587,331
-
15 · Other assets
beginning of year $242,349 · end of year $260,442
-
17 · Accounts payable and accrued expenses
beginning of year $131,680 · end of year $98,787
-
25 · Other liabilities
beginning of year $133,480 · end of year $120,867
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $4,520,586 · end of year $5,068,179
Mission and programs · 2022
Mission
NONE
Activities or mission (Part I)
TO PROVIDE TRAINING TO PRE-APPRENTICES, APPRENTICES & JOURNEYMEN.
-
TO PROVIDE TRAINING TO PRE-APPRENTICES, APPRENTICES & JOURNEYMEN COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE EMPLOYERS AND THE UNIONS.
Expenses $1,467,893 · Revenue $2,118,341
As filed on the 2022 return.
Listed in Part VII
-
CRAIG MADOLE
CO- CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.5
-
STEVE INGERSOLL
CO- CHAIRMAN
- Total calculated
- $318,461
- From this org
- $0
- From related orgs
- $242,820
- Other
- $75,641
- Hours/week
- 0.5
Schedule J breakdown matched by us
- Base
- $0 + $242,820 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $53,302 related
- Nontaxable benefits
- $0 + $22,339 related
- Filer's total
- $0 + $318,461 related
-
FRED REEDER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
KEVIN LINDERMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
DYLAN GALLAGHER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
SCOTT FULLERTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
DAVE HARRISON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
BRIAN PRATHER
ADMINISTRATOR
- Total calculated
- $236,331
- From this org
- $163,441
- From related orgs
- $0
- Other
- $72,890
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,441
- Bonus
- $0
- Other
- $0
- Deferred
- $53,302
- Nontaxable benefits
- $19,588
- Filer's total
- $236,331
-
TYREL L KOON
COORDINATOR
- Total calculated
- $209,045
- From this org
- $136,266
- From related orgs
- $0
- Other
- $72,779
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $136,266
- Bonus
- $0
- Other
- $0
- Deferred
- $53,302
- Nontaxable benefits
- $19,477
- Filer's total
- $209,045
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
- 2022
- Filed
- 9 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313189349307856
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