Form 990 for tax year 2024
Filed by OPERATING ENGINEER AND NORTHERN CA AFFIRMATIVE ACTION TRAINING FUND.
Totals
- Total revenue
- $3,954,661
- Total expenses
- $2,263,216
- Contributions and grants received
- $1,215,663
- Grants paid
- $0
- Program service revenue
- $2,464,089
- Investment income
- $273,028
- Other revenue
- $1,881
- Total assets, end of year
- $9,795,936
- Total liabilities, end of year
- $220,299
- Net assets or fund balances, end of year
- $9,575,637
- Program services expenses (Part IX)
- $2,085,788
- Management and general expenses
- $177,428
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,085,788
Program services were 92.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
LOIS BLACKWELL
Training Director
- Total calculated
- $242,191
- From this org
- $170,008
- From related orgs
- $0
- Other
- $72,183
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $170,008
- Bonus
- $0
- Other
- $0
- Deferred
- $49,844
- Nontaxable benefits
- $22,339
- Filer's total
- $242,191
-
Steven W McConnell
T&I COORDINATOR
- Total calculated
- $223,434
- From this org
- $151,251
- From related orgs
- $0
- Other
- $72,183
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $151,251
- Bonus
- $0
- Other
- $0
- Deferred
- $49,844
- Nontaxable benefits
- $22,339
- Filer's total
- $223,434
-
Brett Fletcher
T&I Coordinator
- Total calculated
- $203,893
- From this org
- $131,710
- From related orgs
- $0
- Other
- $72,183
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $131,710
- Bonus
- $0
- Other
- $0
- Deferred
- $49,844
- Nontaxable benefits
- $22,339
- Filer's total
- $203,893
-
HENRIETA GRIKSAITE-SODERL
ADMIN ASSISTANT
- Total calculated
- $190,704
- From this org
- $118,521
- From related orgs
- $0
- Other
- $72,183
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $118,521
- Bonus
- $0
- Other
- $0
- Deferred
- $49,844
- Nontaxable benefits
- $22,339
- Filer's total
- $190,704
-
GENE FEICKERT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL ZELL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL AHA
CO-CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
PAT REI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DAVID STANTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BRUCE NOEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 48 related
-
JOHN RECTOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 48 related
-
DAN REDING
CO-CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 48 related
-
MATT STRINGER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ED KING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL STRUNK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 48 related
-
JOE THOMPSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
TOM CARAISCO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 48 related
-
JUSTIN DISTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 48 related
-
RICHARD KRIMM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 48 related
-
ADAM GIBSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 48 related
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.
-
OPERATING ENG CAL AAT TRAINING FUND
501(C)(3) · TRAINING FUND · CA
Directly controlled by NA
-
INTL UNION OF OPERATING ENG LO UNION 3
501(C)(5) · LABOR UNION · CA
Directly controlled by NA
-
MULTI-PLAN SERVICES AGENCY INC
501(C)(3) · SHARED EXP · CA
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 27 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202533029349302748
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