Skip to content
Nonprofiteer
← OPERATING ENGINEERS APPRENTICESHIP TRUST FUND LOCAL 649

Form 990 for tax year 2023

Filed by OPERATING ENGINEERS APPRENTICESHIP TRUST FUND LOCAL 649.

Totals

Total revenue
$4,083,111
Total expenses
$3,664,439
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,883,006
Investment income
$173,266
Other revenue
$26,839
Total assets, end of year
$12,879,611
Total liabilities, end of year
$6,736
Net assets or fund balances, end of year
$12,872,875
Program services expenses (Part IX)
$3,353,808
Management and general expenses
$310,631
Fundraising expenses
$0
Program service expenses (Part III)
$3,353,808

Program services were 91.5% 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 $3,883,006 · related or exempt $3,883,006

  • 3 · Investment income

    total $173,268 · excluded $173,268

  • 6a · Gross rents

    real property $800

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $800

  • 6d · Net rental income or loss

    total $800 · excluded $800

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

    other assets $2

  • 7c · Gain or loss

    other assets -$2

  • 7d · Net gain or loss

    total -$2 · related or exempt -$2

  • 11a · Other revenue: REIMBURSEMENTS AND REF

    total $16,346 · related or exempt $16,346

  • 11b · Other revenue: APPRENTICE APPLICATION

    total $7,230 · related or exempt $7,230

  • 11c · Other revenue: RECOVERED PROFESSIONAL

    total $1,104 · related or exempt $1,104

  • 11d · All other revenue

    total $1,359 · related or exempt $1,359

  • 11e · Other revenue, total

    $26,039

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $239,373 · program services $239,373

  • 7 · Other salaries and wages

    total $887,301 · program services $829,780 · management and general $57,521

  • 8 · Pension plan contributions

    total $562,508 · program services $502,850 · management and general $59,658

  • 9 · Other employee benefits

    total $195,883 · program services $170,715 · management and general $25,168

  • 10 · Payroll taxes

    total $80,920 · program services $76,013 · management and general $4,907

  • 11b · Fees: legal

    total $30,775 · management and general $30,775

  • 11c · Fees: accounting

    total $17,308 · management and general $17,308

  • 11f · Fees: investment management

    total $12 · management and general $12

  • 11g · Fees: other

    total $3,750 · management and general $3,750

  • 12 · Advertising and promotion

    total $25,250 · program services $25,250

  • 13 · Office expenses

    total $52,293 · management and general $52,293

  • 16 · Occupancy

    total $98,166 · program services $98,166

  • 17 · Travel

    total $7,652 · management and general $7,652

  • 19 · Conferences, conventions and meetings

    total $193 · management and general $193

  • 22 · Depreciation, depletion and amortization

    total $720,122 · program services $676,915 · management and general $43,207

  • 23 · Insurance

    total $136,454 · program services $128,267 · management and general $8,187

  • 24a · Other expenses: RENT, REPAIR & MAINTENA

    total $322,669 · program services $322,669

  • 24b · Other expenses: FUEL AND LUBRICANTS

    total $147,438 · program services $147,438

  • 24c · Other expenses: NATIONAL TRAINING FUND

    total $54,342 · program services $54,342

  • 24d · Other expenses: MATERIAL AND EQUIPMENT

    total $28,519 · program services $28,519

  • 24e · All other expenses

    total $53,511 · program services $53,511

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $150 · end of year $150

  • 2 · Savings and temporary cash investments

    beginning of year $7,232,563 · end of year $5,848,447

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

    $10,734,102

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

    $4,981,516

  • 10c · Land, buildings and equipment, net

    beginning of year $5,238,441 · end of year $5,752,586

  • 11 · Investments: publicly traded securities

    end of year $1,276,409

  • 15 · Other assets

    beginning of year $0 · end of year $2,019

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,542 · end of year $4,951

  • 25 · Other liabilities

    beginning of year $0 · end of year $1,785

  • 27 · Net assets without donor restrictions

    beginning of year $12,466,612 · end of year $12,872,875

Mission and programs · 2023

Mission

APPRENTICE TRAINING

  • OPERATION OF TRAINING PROGRAM

    Expenses $3,353,808 · Revenue $3,909,043

As filed on the 2023 return.

Listed in Part VII

  • Michael Cullinan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Darren Smith

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • John Basham

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Michael High

    TRUSTEE & SEC/TREAS

    Total calculated
    $0
    Hours/week
    0

  • Joe Vandran

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Tom Meischner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Todd Keeler

    TRAINING DIRECTOR

    Total calculated
    $228,442
    From this org
    $129,193
    From related orgs
    $0
    Other
    $99,249
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $129,193
    Bonus
    $0
    Other
    $0
    Deferred
    $74,557
    Nontaxable benefits
    $24,692
    Filer's total
    $228,442

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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 January 2025
IRS schema version
2023v6.0
Source object
202540289349300324

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.