Form 990 for tax year 2024
Filed by OPERATING ENGINEERS LOCAL 841 APPRENTICESHIP AND TRAINING TRUST.
Totals
- Total revenue
- $4,725,077
- Total expenses
- $2,923,651
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $4,044,023
- Investment income
- $339,693
- Other revenue
- $341,361
- Total assets, end of year
- $11,662,937
- Total liabilities, end of year
- $104,084
- Net assets or fund balances, end of year
- $11,558,853
- Program services expenses (Part IX)
- $2,358,977
- Management and general expenses
- $564,674
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,358,977
Program services were 80.7% 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: Membership Dues & Assessments
total $4,044,023 · related or exempt $4,044,023
-
3 · Investment income
total $338,124 · related or exempt $338,124
-
7a · Gross sales of assets other than inventory
securities $3,413,856
-
7b · Less cost or other basis and sales expenses
securities $3,412,287
-
7c · Gain or loss
securities $1,569
-
7d · Net gain or loss
total $1,569 · related or exempt $1,569
-
11a · Other revenue: Misc. other income
total $341,361 · related or exempt $341,361
-
11e · Other revenue, total
$341,361
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $124,215 · management and general $124,215
-
7 · Other salaries and wages
total $705,724 · program services $571,490 · management and general $134,234
-
8 · Pension plan contributions
total $289,320 · program services $190,782 · management and general $98,538
-
9 · Other employee benefits
total $295,690 · program services $190,317 · management and general $105,373
-
10 · Payroll taxes
total $65,373 · program services $45,016 · management and general $20,357
-
11b · Fees: legal
total $3,500 · management and general $3,500
-
11c · Fees: accounting
total $17,160 · management and general $17,160
-
16 · Occupancy
total $104,511 · program services $104,511
-
19 · Conferences, conventions and meetings
total $7,876 · program services $7,876
-
22 · Depreciation, depletion and amortization
total $422,366 · program services $408,092 · management and general $14,274
-
24a · Other expenses: Miscellaneous training
total $354,490 · program services $354,490
-
24b · Other expenses: Tuition and services
total $306,981 · program services $287,070 · management and general $19,911
-
24c · Other expenses: Equipment rental and ma
total $178,963 · program services $178,963
-
24d · Other expenses: Supplies
total $15,822 · management and general $15,822
-
24e · All other expenses
total $31,660 · program services $20,370 · management and general $11,290
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $98 · end of year $98
-
2 · Savings and temporary cash investments
beginning of year $2,468,993 · end of year $2,606,200
-
4 · Accounts receivable
beginning of year $318,761 · end of year $474,092
-
9 · Prepaid expenses and deferred charges
beginning of year $48,846 · end of year $48,031
-
10a · Land, buildings and equipment: cost or other basis
$7,461,299
-
10b · Land, buildings and equipment: accumulated depreciation
$5,925,378
-
10c · Land, buildings and equipment, net
beginning of year $1,932,378 · end of year $1,535,921
-
11 · Investments: publicly traded securities
beginning of year $4,888,682 · end of year $6,933,016
-
15 · Other assets
beginning of year $51,308 · end of year $65,579
-
17 · Accounts payable and accrued expenses
beginning of year $96,231 · end of year $104,084
-
27 · Net assets without donor restrictions
beginning of year $9,612,835 · end of year $11,558,853
Mission and programs · 2024
Mission
To provide job training programs for personnel employed as operating engineers in Indiana and Illinois.
Activities or mission (Part I)
See Schedule O.To provide job training programs for personnel employed as operating engineers in Indiana and Illinois.
-
Programs of job training for personnel employed as operating engineers in Illinois and Indiana.
Expenses $2,358,977
As filed on the 2024 return.
Listed in Part VII
-
Chad Brown
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Brian Gilham
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Troy Zeigler
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Mike Wombles
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Andrew Smith
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Brad Byford
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Bill Sharp
Training Director
- Total calculated
- $196,248
- From this org
- $124,215
- From related orgs
- $0
- Other
- $72,033
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $124,215
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $72,033
- Filer's total
- $196,248
-
Travis Hunt
Secretary-Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Marc Davis
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Andrew Zamani
Instructor
- Total calculated
- $178,814
- From this org
- $106,002
- From related orgs
- $0
- Other
- $72,812
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $106,002
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $72,812
- Filer's total
- $178,814
-
Terry Richardson
Instructor
- Total calculated
- $180,427
- From this org
- $107,359
- From related orgs
- $0
- Other
- $73,068
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $107,359
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $73,068
- Filer's total
- $180,427
-
Justin Lynch
Instructor
- Total calculated
- $177,485
- From this org
- $104,945
- From related orgs
- $0
- Other
- $72,540
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $104,945
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $72,540
- Filer's total
- $177,485
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
- 2024
- Filed
- 21 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202533019349301828
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.