Form 990 for tax year 2023
Filed by INTERNATIONAL UNION OF OPERATING ENGINEERS 77.
Totals
- Total revenue
- $3,129,617
- Total expenses
- $2,487,637
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $2,936,774
- Investment income
- $140,650
- Other revenue
- $52,193
- Total assets, end of year
- $8,475,890
- Total liabilities, end of year
- $6,901
- Net assets or fund balances, end of year
- $8,468,989
- 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: ADMINISTRATIVE DUES
total $2,612,895 · related or exempt $2,612,895
-
2b · Program service revenue: MEMBERSHIP DUES
total $323,879 · related or exempt $323,879
-
3 · Investment income
total $155,562 · excluded $155,562
-
7a · Gross sales of assets other than inventory
securities $4,513,455 · other assets $24,000
-
7b · Less cost or other basis and sales expenses
securities $4,552,367 · other assets $0
-
7c · Gain or loss
securities -$38,912 · other assets $24,000
-
7d · Net gain or loss
total -$14,912 · related or exempt -$14,912
-
10a · Gross sales of inventory
$4,731
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $4,731 · related or exempt $4,731
-
11a · Other revenue: LOAN PROCEEDS
total $11,500 · related or exempt $11,500
-
11b · Other revenue: RAFFLE PROCEEDS
total $960 · related or exempt $960
-
11c · Other revenue: BANK REVERSAL
total $200 · related or exempt $200
-
11d · All other revenue
total $34,802 · related or exempt $34,802
-
11e · Other revenue, total
$47,462
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $1,053,554
-
7 · Other salaries and wages
total $114,177
-
8 · Pension plan contributions
total $30,193
-
9 · Other employee benefits
total $62,205
-
10 · Payroll taxes
total $74,433
-
11b · Fees: legal
total $59,757
-
11c · Fees: accounting
total $37,594
-
11f · Fees: investment management
total $15,099
-
12 · Advertising and promotion
total $47,220
-
13 · Office expenses
total $88,144
-
14 · Information technology
total $40,930
-
16 · Occupancy
total $56,840
-
17 · Travel
total $58,334
-
21 · Payments to affiliates
total $386,297
-
22 · Depreciation, depletion and amortization
total $85,354
-
23 · Insurance
total $43,666
-
24a · Other expenses: REIMBURSED OFFICER & EM
total $114,921
-
24b · Other expenses: CONTRIBUTIONS & DONATIO
total $82,335
-
24c · Other expenses: SUPPLIES FOR RESALE
total $32,457
-
24d · Other expenses: BOOKS, DUES, SUBSCRIPTI
total $4,127
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,715,376 · end of year $2,486,377
-
2 · Savings and temporary cash investments
beginning of year $2,569,768 · end of year $3,186,231
-
7 · Other notes and loans receivable
beginning of year $1,000,000 · end of year $1,000,000
-
10a · Land, buildings and equipment: cost or other basis
$2,042,473
-
10b · Land, buildings and equipment: accumulated depreciation
$1,429,123
-
10c · Land, buildings and equipment, net
beginning of year $498,487 · end of year $613,350
-
11 · Investments: publicly traded securities
beginning of year $1,049,563 · end of year $1,189,932
-
17 · Accounts payable and accrued expenses
beginning of year $6,185 · end of year $6,901
-
27 · Net assets without donor restrictions
beginning of year $7,816,715 · end of year $8,457,881
-
28 · Net assets with donor restrictions
beginning of year $10,294 · end of year $11,108
Mission and programs · 2023
Mission
TO PROVIDE JOBS AND FAIR WAGES FOR ITS MEMBERS.
Activities or mission (Part I)
LABOR UNION PROVIDING SERVICES TO LOCAL 77 MEMBERS
-
TO PERPETUATE AND FURTHER COMMON GOALS OF ORGANIZED LABOR WITHIN THE BUILDING TRADES. LOCAL 77 PROVIDES SERVICES TO ITS MEMBERS.
As filed on the 2023 return.
Listed in Part VII
-
Josh Van DykeJOSH VAN DYKE
BUSINESS MANAGER
- Total calculated
- $195,679
- From this org
- $150,540
- From related orgs
- $0
- Other
- $45,139
- Hours/week
- 40 + 8 related
Schedule J breakdown matched by us
- Base
- $150,540
- Bonus
- $0
- Other
- $0
- Deferred
- $29,193
- Nontaxable benefits
- $15,946
- Filer's total
- $195,679
-
Greg StrotmanGREG STROTMAN
RECORDING/CORRESPONDING SECRETARY
- Total calculated
- $175,239
- From this org
- $129,755
- From related orgs
- $0
- Other
- $45,484
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $129,755
- Bonus
- $0
- Other
- $0
- Deferred
- $29,538
- Nontaxable benefits
- $15,946
- Filer's total
- $175,239
-
William Lofty IIIWILLIAM LOFTY III
FINANCIAL SECRETARY
- Total calculated
- $170,986
- From this org
- $125,502
- From related orgs
- $0
- Other
- $45,484
- Hours/week
- 40 + 2 related
Schedule J breakdown matched by us
- Base
- $125,502
- Bonus
- $0
- Other
- $0
- Deferred
- $29,538
- Nontaxable benefits
- $15,946
- Filer's total
- $170,986
-
Jose VenturaJOSE VENTURA
TRUSTEE
- Total calculated
- $168,198
- From this org
- $122,714
- From related orgs
- $0
- Other
- $45,484
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $122,714
- Bonus
- $0
- Other
- $0
- Deferred
- $29,538
- Nontaxable benefits
- $15,946
- Filer's total
- $168,198
-
Steve FaulknerSTEVE FAULKNER
PRESIDENT (EFF. 12/31/23)
- Total calculated
- $167,996
- From this org
- $122,512
- From related orgs
- $0
- Other
- $45,484
- Hours/week
- 40 + 6 related
Schedule J breakdown matched by us
- Base
- $122,512
- Bonus
- $0
- Other
- $0
- Deferred
- $29,538
- Nontaxable benefits
- $15,946
- Filer's total
- $167,996
-
Thomas JohnsonTHOMAS JOHNSON
PRESIDNET (THROUGH 12/30/23)
- Total calculated
- $166,860
- From this org
- $120,997
- From related orgs
- $0
- Other
- $45,863
- Hours/week
- 40 + 6 related
Schedule J breakdown matched by us
- Base
- $120,997
- Bonus
- $0
- Other
- $0
- Deferred
- $29,917
- Nontaxable benefits
- $15,946
- Filer's total
- $166,860
-
Paula McCrackenPAULA MCCRACKEN
EXECUTIVE BOARD MEMBER
- Total calculated
- $3,796
- From this org
- $3,796
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Clifford DennisonCLIFFORD DENNISON
VICE PRESIDENT
- Total calculated
- $2,400
- From this org
- $2,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2 + 6 related
-
Berry GilroyBERRY GILROY
TREASURER
- Total calculated
- $0
- Hours/week
- 2 + 4 related
-
John HallJOHN HALL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
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
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.
-
OPERATING ENGINEERS LOCAL 77 HEALTH & WELFARE FUND
501(C)(9) · HEALTH & WELFARE FUND · MD
-
OPERATING ENGINEERS LOCAL 77 PENSION TRUST FUND
401(A) · PENSION FUND · MD
-
OPERATING ENGINEERS LOCAL 77 APPRENTICESHIP FUND
501(C)(3) · APPRENTICESHIP & TRAINING FUND · MD
-
OPERATING ENGINEERS LOCAL 77 INDIVIDUAL ACCOUNT PLAN
401(A) · ANNUITY FUND · MD
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202431369349319453
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.