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← OHIO OPERATING ENGINEERS EDUCATION & SAFETY FUND

Form 990 for tax year 2024

Filed by OHIO OPERATING ENGINEERS EDUCATION & SAFETY FUND.

Totals

Total revenue
$1,641,910
Total expenses
$1,489,187
Contributions and grants received
$0
Grants paid
$1,267,893
Program service revenue
$1,620,006
Investment income
$21,904
Other revenue
$0
Total assets, end of year
$2,890,473
Total liabilities, end of year
$145,327
Net assets or fund balances, end of year
$2,745,146
Program services expenses (Part IX)
$1,426,386
Management and general expenses
$62,801
Fundraising expenses
$0
Program service expenses (Part III)
$1,426,386

Program services were 95.8% 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: EMPLOYER CONTRIBUTION

    total $1,618,976 · related or exempt $1,618,976

  • 2b · Program service revenue: LATE CHARGES

    total $1,030 · related or exempt $1,030

  • 3 · Investment income

    total $21,904 · excluded $21,904

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $1,267,893 · program services $1,267,893

  • 7 · Other salaries and wages

    total $103,546 · program services $89,050 · management and general $14,496

  • 8 · Pension plan contributions

    total $9,528 · program services $7,813 · management and general $1,715

  • 9 · Other employee benefits

    total $14,691 · program services $12,047 · management and general $2,644

  • 10 · Payroll taxes

    total $7,797 · program services $6,394 · management and general $1,403

  • 11b · Fees: legal

    total $1,104 · management and general $1,104

  • 11c · Fees: accounting

    total $9,000 · management and general $9,000

  • 11g · Fees: other

    total $632 · program services $308 · management and general $324

  • 13 · Office expenses

    total $12,183 · program services $8,456 · management and general $3,727

  • 14 · Information technology

    total $25,939 · program services $19,973 · management and general $5,966

  • 16 · Occupancy

    total $15,172 · program services $11,682 · management and general $3,490

  • 17 · Travel

    total $534 · program services $523 · management and general $11

  • 22 · Depreciation, depletion and amortization

    total $16,767 · management and general $16,767

  • 23 · Insurance

    total $1,141 · management and general $1,141

  • 24a · Other expenses: SERVICE AGREEMENTS

    total $1,770 · program services $1,363 · management and general $407

  • 24b · Other expenses: AUTO EXPENSE

    total $902 · program services $884 · management and general $18

  • 24c · Other expenses: MISCELLANEOUS

    total $588 · management and general $588

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $30,483 · end of year $38,118

  • 2 · Savings and temporary cash investments

    beginning of year $2,389,100 · end of year $2,550,314

  • 4 · Accounts receivable

    beginning of year $137,924 · end of year $158,051

  • 15 · Other assets

    beginning of year $118,189 · end of year $143,990

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,170 · end of year $7,925

  • 25 · Other liabilities

    beginning of year $98,887 · end of year $137,402

  • 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 $2,568,639 · end of year $2,745,146

Mission and programs · 2024

Mission

THE OHIO OPERATING ENGINEERS EDUCATION AND SAFETY FUND WAS ESTABLISHED TO PROVIDE SCHOLARSHIPS, SAFETY TRAINING PROGRAMS, EQUAL EMPLOYMENT OPPORTUNITIES AND OTHER WORK RELATED SUBJECTS FOR THE BENEFIT OF ELIGIBLE EMPLOYEES AND THEIR FAMILIES, AS (CONTINUED ON SCHEDULE O) DETERMINED BY THE BOARD OF TRUSTEES.

Activities or mission (Part I)

TO PROVIDE SCHOLARSHIP PROGRAMS, SAFETY, AND ASSISTANCE PROGRAMS TO QUALIFIED MEMBERS AND DEPENDENTS.

  • TO PROVIDE SCHOLARSHIP PROGRAMS, SAFETY, AND ASSISTANCE PROGRAMS TO QUALIFIED MEMBERS AND DEPENDENTS.

    Expenses $1,426,386 · Grants $1,267,893 · Revenue $1,620,006

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jason D Baker

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • David G Coniglio

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Dan Edwards

    ALTERNATE TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Robert L Hughes

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Chris Kunz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Brent A McCarty

    ALTERNATE TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Carol A Wilson

    ADMINISTRATOR

    Total calculated
    $208,918
    From this org
    $0
    From related orgs
    $191,732
    Other
    $17,186
    Hours/week
    2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $191,732 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,174 related
    Nontaxable benefits
    $0 + $11,012 related
    Filer's total
    $0 + $208,918 related

  • Stacey Barker

    ASSISTANT ADMINISTRATOR

    Total calculated
    $142,794
    From this org
    $0
    From related orgs
    $131,782
    Other
    $11,012
    Hours/week
    1 + 40 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.

Provenance

Return type
form_990
Tax year
2024
Filed
19 November 2025
IRS schema version
2024v5.2
Source object
202533499349300848

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