Form 990 for tax year 2024
Filed by AGC-INTERNATIONAL UNION OF OPERATING ENGINEERS.
Totals
- Total revenue
- $32,945,189
- Total expenses
- $36,920,022
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $32,107,515
- Investment income
- $681,228
- Other revenue
- $156,446
- Total assets, end of year
- $78,216,312
- Total liabilities, end of year
- $24,098,637
- Net assets or fund balances, end of year
- $54,117,675
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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: CONTRIBUTIONS
total $31,996,291 · related or exempt $31,996,291
-
2b · Program service revenue: SELF-PAY CONTRIBUTIONS
total $111,224 · related or exempt $111,224
-
3 · Investment income
total $2,207,382 · excluded $2,207,382
-
7a · Gross sales of assets other than inventory
securities $137,462,204
-
7b · Less cost or other basis and sales expenses
securities $138,988,358
-
7c · Gain or loss
securities -$1,526,154
-
7d · Net gain or loss
total -$1,526,154 · excluded -$1,526,154
-
11a · Other revenue: ULLICO DIVIDEND REPAYMENT
total $103,118 · related or exempt $103,118
-
11b · Other revenue: LEGAL FEES COLLECTED
total $53,328 · related or exempt $53,328
-
11e · Other revenue, total
$156,446
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $34,614,001
-
11a · Fees: management
total $332,494
-
11b · Fees: legal
total $77,981
-
11c · Fees: accounting
total $19,419
-
11f · Fees: investment management
total $180,261
-
11g · Fees: other
total $1,510,744
-
13 · Office expenses
total $123,265
-
14 · Information technology
total $6,923
-
17 · Travel
total $2,188
-
19 · Conferences, conventions and meetings
total $9,729
-
23 · Insurance
total $43,017
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $8,829,879 · end of year $5,509,919
-
4 · Accounts receivable
beginning of year $4,843,029 · end of year $4,251,493
-
9 · Prepaid expenses and deferred charges
beginning of year $14,953 · end of year $31,987
-
11 · Investments: publicly traded securities
beginning of year $64,983,552 · end of year $68,422,913
-
17 · Accounts payable and accrued expenses
beginning of year $6,395,922 · end of year $142,978
-
25 · Other liabilities
beginning of year $17,187,400 · end of year $23,955,659
-
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 $55,088,091 · end of year $54,117,675
Mission and programs · 2024
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN
Activities or mission (Part I)
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN.
-
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AS SPECIFIED IN THE PLAN
As filed on the 2024 return.
Listed in Part VII
-
James AndersonJAMES ANDERSON
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Scott AndersonSCOTT ANDERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jake AusmusJAKE AUSMUS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kris Fix Started 32024KRIS FIX STARTED 32024
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kim Johansen Started 12024KIM JOHANSEN STARTED 12024
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ryan McDonaldRYAN MCDONALD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Nate StokesNATE STOKES
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Kyle IzattKYLE IZATT
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Ron Lee Ended 12024RON LEE ENDED 12024
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.
-
AGC-IUOE LOCAL 701 TRUST FUNDS
501(C) · PROVIDE PENSION BENEFITS FOR ELIGIBLE EMPLOYEES · OR
-
AGC OF OREGON COLUMBIA CHAPTER
501(C) · JOINT PLAN SPONSOR · OR
-
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 3
501(C) · CA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 23 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513219349318791
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