Form 990 for tax year 2023
Filed by OPERATING ENGINEERS NATIONALCHARITY FUND.
Totals
- Total revenue
- $1,789,596
- Total expenses
- $102,610
- Contributions and grants received
- $1,789,477
- Grants paid
- $100,000
- Program service revenue
- $0
- Investment income
- $119
- Other revenue
- $0
- Total assets, end of year
- $2,217,036
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $2,217,036
- Program services expenses (Part IX)
- $100,000
- Management and general expenses
- $2,610
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $100,000
Program services were 97.5% 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.
-
1d · Related organizations
$600,497
-
1f · All other contributions, gifts and grants
$1,188,980
-
3 · Investment income
total $119 · excluded $119
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $100,000 · program services $100,000
-
11f · Fees: investment management
total $2,135 · management and general $2,135
-
24a · Other expenses: LICENSES AND FEES
total $475 · management and general $475
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $530,050 · end of year $2,217,036
-
27 · Net assets without donor restrictions
beginning of year $530,050 · end of year $2,217,036
Mission and programs · 2023
Mission
TO PROVIDE CHARITABLE ASSISTANCE TO MEMBERS OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS AND THEIR FAMILIES WHO SUFFER PROPERTY DAMAGE OR DEATH IN TIMES OF NATIONAL OR LOCAL DISASTER.
Activities or mission (Part I)
TO CARRY OUT DIRECT CHARITABLE AND EDUCATIONAL ACTIVITIES PROVIDING RELIEF TO INDIVIDUALS AFFECTED BY DISASTERS. TO PROVIDE CHARITABLE ASSISTANCE TO MEMBERS OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS AND THEIR FAMILIES WHO SUFFER PROPERTY DAMAGE OR DEATH IN TIMES OF NATIONAL OR LOCAL DISASTER.
-
PROVIDE CHARITABLE ASSISTANCE TO UNION MEMBERS AND THEIR FAMILIES AND MAKE APPROVED CONTRIBUTIONS TO CHARITIES.
Expenses $100,000 · Grants $100,000
As filed on the 2023 return.
Listed in Part VII
-
Callahan James TCALLAHAN JAMES T
PRESIDENT
- Total calculated
- $668,874
- From this org
- $0
- From related orgs
- $496,307
- Other
- $172,567
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $469,503 related
- Bonus
- $0
- Other
- $0 + $26,804 related
- Deferred
- $0 + $147,134 related
- Nontaxable benefits
- $0 + $25,433 related
- Filer's total
- $0 + $668,874 related
-
Callahan Thomas ACALLAHAN THOMAS A
VICE PRESIDENT
- Total calculated
- $156,182
- From this org
- $0
- From related orgs
- $116,711
- Other
- $39,471
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $100,008 related
- Bonus
- $0
- Other
- $0 + $16,703 related
- Deferred
- $0 + $39,303 related
- Nontaxable benefits
- $0 + $168 related
- Filer's total
- $0 + $156,182 related
-
Cochrane BrianCOCHRANE BRIAN
VICE PRESIDENT
- Total calculated
- $149,479
- From this org
- $0
- From related orgs
- $110,008
- Other
- $39,471
- Hours/week
- 1 + 40 related
-
Curly Edward JCURLY EDWARD J
VICE PRESIDENT
- Total calculated
- $156,893
- From this org
- $0
- From related orgs
- $117,422
- Other
- $39,471
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $100,008 related
- Bonus
- $0
- Other
- $0 + $17,414 related
- Deferred
- $0 + $39,303 related
- Nontaxable benefits
- $0 + $168 related
- Filer's total
- $0 + $156,893 related
-
Gallagher MichaelGALLAGHER MICHAEL
VICE PRESIDENT
- Total calculated
- $149,479
- From this org
- $0
- From related orgs
- $110,008
- Other
- $39,471
- Hours/week
- 1 + 40 related
-
Kelly Patrick JKELLY PATRICK J
VICE PRESIDENT
- Total calculated
- $156,073
- From this org
- $0
- From related orgs
- $116,602
- Other
- $39,471
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $100,008 related
- Bonus
- $0
- Other
- $0 + $16,594 related
- Deferred
- $0 + $39,303 related
- Nontaxable benefits
- $0 + $168 related
- Filer's total
- $0 + $156,073 related
-
Konopaski Daren RKONOPASKI DAREN R
VICE PRESIDENT
- Total calculated
- $154,991
- From this org
- $0
- From related orgs
- $115,520
- Other
- $39,471
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $100,008 related
- Bonus
- $0
- Other
- $0 + $15,512 related
- Deferred
- $0 + $39,303 related
- Nontaxable benefits
- $0 + $168 related
- Filer's total
- $0 + $154,991 related
-
Lalevee GregoryLALEVEE GREGORY
VICE PRESIDENT
- Total calculated
- $154,624
- From this org
- $0
- From related orgs
- $115,153
- Other
- $39,471
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $100,008 related
- Bonus
- $0
- Other
- $0 + $15,145 related
- Deferred
- $0 + $39,303 related
- Nontaxable benefits
- $0 + $168 related
- Filer's total
- $0 + $154,624 related
-
Lynn William MLYNN WILLIAM M
VICE PRESIDENT
- Total calculated
- $154,513
- From this org
- $0
- From related orgs
- $115,042
- Other
- $39,471
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $100,008 related
- Bonus
- $0
- Other
- $0 + $15,034 related
- Deferred
- $0 + $39,303 related
- Nontaxable benefits
- $0 + $168 related
- Filer's total
- $0 + $154,513 related
-
McGowan Terrance EMCGOWAN TERRANCE E
VICE PRESIDENT
- Total calculated
- $162,735
- From this org
- $0
- From related orgs
- $123,264
- Other
- $39,471
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $100,008 related
- Bonus
- $0
- Other
- $0 + $23,256 related
- Deferred
- $0 + $39,303 related
- Nontaxable benefits
- $0 + $168 related
- Filer's total
- $0 + $162,735 related
-
Reding Danny DREDING DANNY D
VICE PRESIDENT
- Total calculated
- $156,915
- From this org
- $0
- From related orgs
- $117,444
- Other
- $39,471
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $100,008 related
- Bonus
- $0
- Other
- $0 + $17,436 related
- Deferred
- $0 + $39,303 related
- Nontaxable benefits
- $0 + $168 related
- Filer's total
- $0 + $156,915 related
-
Singletary Charles RSINGLETARY CHARLES R
VICE PRESIDENT
- Total calculated
- $156,073
- From this org
- $0
- From related orgs
- $116,602
- Other
- $39,471
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $100,008 related
- Bonus
- $0
- Other
- $0 + $16,594 related
- Deferred
- $0 + $39,303 related
- Nontaxable benefits
- $0 + $168 related
- Filer's total
- $0 + $156,073 related
-
Stockwell Douglas WSTOCKWELL DOUGLAS W
VICE PRESIDENT
- Total calculated
- $154,991
- From this org
- $0
- From related orgs
- $115,520
- Other
- $39,471
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $100,008 related
- Bonus
- $0
- Other
- $0 + $15,512 related
- Deferred
- $0 + $39,303 related
- Nontaxable benefits
- $0 + $168 related
- Filer's total
- $0 + $154,991 related
-
Sweeney JamesSWEENEY JAMES
SECRETARY-TREASURER
- Total calculated
- $238,050
- From this org
- $0
- From related orgs
- $176,245
- Other
- $61,805
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $156,786 related
- Bonus
- $0
- Other
- $0 + $19,459 related
- Deferred
- $0 + $61,637 related
- Nontaxable benefits
- $0 + $168 related
- Filer's total
- $0 + $238,050 related
-
Vandyke Joshua JVANDYKE JOSHUA J
VICE PRESIDENT
- Total calculated
- $154,621
- From this org
- $0
- From related orgs
- $115,150
- Other
- $39,471
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $100,008 related
- Bonus
- $0
- Other
- $0 + $15,142 related
- Deferred
- $0 + $39,303 related
- Nontaxable benefits
- $0 + $168 related
- Filer's total
- $0 + $154,621 related
-
White James JWHITE JAMES J
VICE PRESIDENT
- Total calculated
- $162,735
- From this org
- $0
- From related orgs
- $123,264
- Other
- $39,471
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $100,008 related
- Bonus
- $0
- Other
- $0 + $23,256 related
- Deferred
- $0 + $39,303 related
- Nontaxable benefits
- $0 + $168 related
- Filer's total
- $0 + $162,735 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.
-
INTERNATIONAL UNION OF OPERATING ENGINEERS
501(C)(5) · LABOR UNION · DC
-
EPEC SEPARATE EDUCATION FUND
527 · POLITICAL EDUCATION COMMITTEE · DC
-
EPEC NY EDUCATION FUND
527 · POLITICAL EDUCATION COMMITTEE · DC
-
EPEC VOLUNTARY FUND
527 · POLITICAL EDUCATION COMMITTEE · DC
-
ENGINEERS ACTION RESPONSE NETWORK
527 · POLITICAL EDUCATION COMMITTEE · DC
-
501(C)(4) · PROMOTE SOCIAL WELFARE · DC
-
IUOE TRAINING & EDUCATION CENTER
501(C)(3) · TRAINING · DC
-
501(C)(3) · TRAINING · DC
-
IUOE STAFF RETIREMENT PLAN
501(A) · 401K PLAN · DC
-
IUOE GENERAL PENSION PLAN
501(A) · PENSION CONTRIBUTIONS · DC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 7 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202413129349304466
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