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← INTERNATIONAL UNION OF OPERATING ENGINEERS LCL 399 ED TRAINING FUND

Form 990 for tax year 2024

Filed by INTERNATIONAL UNION OF OPERATING ENGINEERS LCL 399 ED TRAINING FUND.

Totals

Total revenue
$8,220,164
Total expenses
$5,138,220
Contributions and grants received
$205,090
Grants paid
$219,466
Program service revenue
$6,978,924
Investment income
$1,035,776
Other revenue
$374
Total assets, end of year
$30,803,774
Total liabilities, end of year
$13
Net assets or fund balances, end of year
$30,803,761
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.

  • 1f · All other contributions, gifts and grants

    $205,090

  • 1g · Noncash contributions included above

    $6,285

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $5,742,306 · related or exempt $5,742,306

  • 2b · Program service revenue: EDUCATION REVENUE AND FEES

    total $1,236,618 · related or exempt $1,236,618

  • 3 · Investment income

    total $1,035,776 · excluded $1,035,776

  • 11a · Other revenue: OTHER INCOME

    total $374 · excluded $374

  • 11e · Other revenue, total

    $374

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $219,466

  • 5 · Compensation of officers, directors and key employees

    total $243,307

  • 7 · Other salaries and wages

    total $524,395

  • 8 · Pension plan contributions

    total $170,471

  • 9 · Other employee benefits

    total $108,622

  • 10 · Payroll taxes

    total $54,467

  • 11b · Fees: legal

    total $5,888

  • 11c · Fees: accounting

    total $17,686

  • 11f · Fees: investment management

    total $15,000

  • 12 · Advertising and promotion

    total $6,119

  • 13 · Office expenses

    total $93,716

  • 14 · Information technology

    total $149,141

  • 16 · Occupancy

    total $875,934

  • 17 · Travel

    total $1,291

  • 19 · Conferences, conventions and meetings

    total $2,021

  • 21 · Payments to affiliates

    total $348,716

  • 22 · Depreciation, depletion and amortization

    total $442,202

  • 23 · Insurance

    total $86,385

  • 24a · Other expenses: TRITON COLLEGE EXPENSES

    total $857,054

  • 24b · Other expenses: BUILDING EXPENSES

    total $451,729

  • 24c · Other expenses: BOOKS

    total $307,955

  • 24d · Other expenses: TRAINING SUPPLIES AND E

    total $82,783

  • 24e · All other expenses

    total $73,872

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $650 · end of year $650

  • 2 · Savings and temporary cash investments

    beginning of year $6,222,214 · end of year $511,918

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

    $7,231,568

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

    $3,121,847

  • 10c · Land, buildings and equipment, net

    beginning of year $4,363,847 · end of year $4,109,721

  • 11 · Investments: publicly traded securities

    beginning of year $16,607,876 · end of year $26,180,077

  • 15 · Other assets

    beginning of year $1,339 · end of year $1,408

  • 25 · Other liabilities

    beginning of year $13 · end of year $13

  • 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 $27,195,913 · end of year $30,803,761

Mission and programs · 2024

Mission

TO EDUCATE AND TRAIN THE MEMBERS IN THE CRAFT REPRESENTED BY THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL NO 399.

Activities or mission (Part I)

TO PROVIDE EDUCATIONAL ASSISTANCE TO ELIGIBLE PARTICIPANTS

  • TO PROVIDE EDUCATIONAL ASSISTANCE TO ELIGIBLE PARTICIPANTS.

As filed on the 2024 return.

Listed in Part VII

  • Ryan Egan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • Patrick Kelly

    MANAGING DIRECTOR/TRUSTEE

    Total calculated
    $0
    Hours/week
    1.5

  • Steven O'Mara

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • Maureen Ehrenberg

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • Joseph Belsan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • William Schuch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • Eric Wylie

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • Brian Staunton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • Jim Coates

    FUND ADMINISTRATOR

    Total calculated
    $244,932
    From this org
    $188,155
    From related orgs
    $0
    Other
    $56,777
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,530
    Bonus
    $0
    Other
    $1,625
    Deferred
    $38,194
    Nontaxable benefits
    $18,583
    Filer's total
    $244,932

  • Kevin Nolan

    INSTRUCTOR

    Total calculated
    $184,507
    From this org
    $130,251
    From related orgs
    $0
    Other
    $54,256
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $126,458
    Bonus
    $0
    Other
    $3,793
    Deferred
    $35,673
    Nontaxable benefits
    $18,583
    Filer's total
    $184,507

  • Brian Okane

    INSTRUCTOR

    Total calculated
    $192,328
    From this org
    $137,688
    From related orgs
    $0
    Other
    $54,640
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,751
    Bonus
    $0
    Other
    $1,937
    Deferred
    $36,057
    Nontaxable benefits
    $18,583
    Filer's total
    $192,328

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.

Provenance

Return type
form_990
Tax year
2024
Filed
7 November 2025
IRS schema version
2024v5.2
Source object
202503119349304165

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