Form 990 for tax year 2022
Filed by INTERNATIONAL UNION LOCAL 649 OF OPERATING ENGINEERS.
Totals
- Total revenue
- $3,686,045
- Total expenses
- $3,505,775
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $3,421,075
- Investment income
- $186,661
- Other revenue
- $78,309
- Total assets, end of year
- $9,567,056
- Total liabilities, end of year
- $3,264
- Net assets or fund balances, end of year
- $9,563,792
- Program services expenses (Part IX)
- $2,924,103
- Management and general expenses
- $581,672
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,924,103
Program services were 83.4% 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: WORKING DUES
total $2,670,830 · related or exempt $2,670,830
-
2b · Program service revenue: HOLDING ACCCOUNT RECEI
total $296,666 · related or exempt $296,666
-
2c · Program service revenue: MONTHLY DUES
total $224,637 · related or exempt $224,637
-
2d · Program service revenue: DEFENSE FUND
total $156,140 · related or exempt $156,140
-
2e · Program service revenue: SERVICE DUES
total $36,217 · related or exempt $36,217
-
2f · All other program service revenue
total $36,585 · related or exempt $36,585
-
3 · Investment income
total $200,509 · excluded $200,509
-
7a · Gross sales of assets other than inventory
securities $666,227
-
7b · Less cost or other basis and sales expenses
securities $680,046 · other assets $29
-
7c · Gain or loss
securities -$13,819 · other assets -$29
-
7d · Net gain or loss
total -$13,848 · excluded -$13,848
-
11a · Other revenue: REIMBURSED EXPENSES
total $54,490 · related or exempt $54,490
-
11b · Other revenue: FINES
total $19,350 · related or exempt $19,350
-
11c · Other revenue: SALE OF SUPPLIES
total $3,734 · related or exempt $3,734
-
11d · All other revenue
total $735 · related or exempt $735
-
11e · Other revenue, total
$78,309
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $545,753 · program services $486,364 · management and general $59,389
-
7 · Other salaries and wages
total $848,825 · program services $758,446 · management and general $90,379
-
8 · Pension plan contributions
total $525,134 · program services $467,989 · management and general $57,145
-
9 · Other employee benefits
total $170,972 · program services $152,367 · management and general $18,605
-
10 · Payroll taxes
total $99,575 · program services $88,739 · management and general $10,836
-
11b · Fees: legal
total $14,899 · management and general $14,899
-
11c · Fees: accounting
total $27,442 · management and general $27,442
-
11f · Fees: investment management
total $25,207 · management and general $25,207
-
11g · Fees: other
total $4,200 · program services $3,743 · management and general $457
-
12 · Advertising and promotion
total $122,178 · management and general $122,178
-
13 · Office expenses
total $79,012 · program services $70,414 · management and general $8,598
-
16 · Occupancy
total $77,383 · program services $68,962 · management and general $8,421
-
17 · Travel
total $31,130 · program services $27,742 · management and general $3,388
-
19 · Conferences, conventions and meetings
total $3,750 · program services $3,342 · management and general $408
-
21 · Payments to affiliates
total $257,468 · program services $257,468
-
22 · Depreciation, depletion and amortization
total $108,673 · program services $96,847 · management and general $11,826
-
23 · Insurance
total $89,456 · program services $79,721 · management and general $9,735
-
24a · Other expenses: MARKET RECOVERY
total $159,425 · program services $159,425
-
24b · Other expenses: DUES AND SUBSCRIPTIONS
total $83,840 · program services $74,717 · management and general $9,123
-
24c · Other expenses: CHARITABLE DONATIONS
total $61,695 · management and general $61,695
-
24d · Other expenses: AUTO EXPENSE
total $59,805 · program services $53,297 · management and general $6,508
-
24e · All other expenses
total $109,953 · program services $74,520 · management and general $35,433
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $266,514 · end of year $208,684
-
2 · Savings and temporary cash investments
beginning of year $3,335,693 · end of year $1,817,560
-
7 · Other notes and loans receivable
beginning of year $1,905,000 · end of year $1,905,000
-
10a · Land, buildings and equipment: cost or other basis
$2,090,025
-
10b · Land, buildings and equipment: accumulated depreciation
$1,320,174
-
10c · Land, buildings and equipment, net
beginning of year $806,131 · end of year $769,851
-
11 · Investments: publicly traded securities
beginning of year $2,763,280 · end of year $4,854,957
-
12 · Investments: other securities
beginning of year $500 · end of year $500
-
15 · Other assets
beginning of year $0 · end of year $10,504
-
17 · Accounts payable and accrued expenses
beginning of year $1,315 · end of year $1,314
-
25 · Other liabilities
beginning of year $1,406 · end of year $1,950
-
27 · Net assets without donor restrictions
beginning of year $9,074,397 · end of year $9,563,792
Mission and programs · 2022
Mission
OPERATION OF LOCAL UNION.
Activities or mission (Part I)
OPERATION OF LOCAL UNION
-
OPERATION OF LOCAL UNION.
Expenses $2,924,103
As filed on the 2022 return.
Listed in Part VII
-
Darren SmithDARREN SMITH
BUSINESS MANAGER
- Total calculated
- $291,480
- From this org
- $190,774
- From related orgs
- $0
- Other
- $100,706
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $190,774
- Bonus
- $0
- Other
- $0
- Deferred
- $76,965
- Nontaxable benefits
- $23,741
- Filer's total
- $291,480
-
Brandyn CagleBRANDYN CAGLE
VICE PRESIDENT
- Total calculated
- $600
- From this org
- $600
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5
-
Michael HighMICHAEL HIGH
FINANCIAL SECRETARY
- Total calculated
- $235,307
- From this org
- $134,601
- From related orgs
- $0
- Other
- $100,706
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $134,601
- Bonus
- $0
- Other
- $0
- Deferred
- $76,965
- Nontaxable benefits
- $23,741
- Filer's total
- $235,307
-
Timothy AllenTIMOTHY ALLEN
TREASURER
- Total calculated
- $600
- From this org
- $600
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5
-
Andrew EricksonANDREW ERICKSON
PRESIDENT
- Total calculated
- $1,000
- From this org
- $1,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5
-
William Sparks JrWILLIAM SPARKS JR
REC CORRES SECRETARY
- Total calculated
- $1,800
- From this org
- $1,800
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5
-
Charles DepalmaCHARLES DEPALMA
EXECUTIVE BOARD
- Total calculated
- $200
- From this org
- $200
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5
-
Toby ShrevesTOBY SHREVES
EXECUTIVE BOARD
- Total calculated
- $200
- From this org
- $200
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5
-
Nicholas UlmNICHOLAS ULM
EXECUTIVE BOARD
- Total calculated
- $200
- From this org
- $200
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5
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.
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.
-
OE 649 FEDERAL PAC FUND
527 · FEDERAL POLITICAL FUND · IL · controlled entity
Directly controlled by OE 649
-
OE 649 STATE PAC FUND
527 · STATE AND LOCAL POLITICAL FUND · IL · controlled entity
Directly controlled by OE 649
-
501(C)(9) · PROVIDE DEATH BENEFITS TO BENEFICIARIES OF LOCAL UNION MEMBERS · IL
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 March 2024
- IRS schema version
- 2022v5.0
- Source object
- 202410799349300846
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