Form 990 for tax year 2022
Filed by LOCAL 99-99A INTERNATIONAL UNION OF OPERATING ENGINEERS JOINT APPRENTI.
Totals
- Total revenue
- $1,077,288
- Total expenses
- $1,072,822
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $1,046,445
- Investment income
- $26,809
- Other revenue
- $4,034
- Total assets, end of year
- $2,586,543
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $2,586,543
- Program services expenses (Part IX)
- $474,619
- Management and general expenses
- $598,203
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $474,619
Program services were 44.2% 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 PAYMENTS
total $940,860 · related or exempt $940,860
-
2b · Program service revenue: TUITION
total $65,492 · related or exempt $65,492
-
2c · Program service revenue: TEXTBOOK SALES & EXAM
total $40,093 · related or exempt $40,093
-
3 · Investment income
total $36,862 · excluded $36,862
-
7a · Gross sales of assets other than inventory
securities $872,000
-
7b · Less cost or other basis and sales expenses
securities $882,053
-
7c · Gain or loss
securities -$10,053
-
7d · Net gain or loss
total -$10,053 · excluded -$10,053
-
11a · Other revenue: OTHER INCOME
total $4,034 · excluded $4,034
-
11e · Other revenue, total
$4,034
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $335,490 · program services $73,953 · management and general $261,537
-
10 · Payroll taxes
total $6,924 · program services $6,232 · management and general $692
-
11b · Fees: legal
total $2,567 · management and general $2,567
-
11c · Fees: accounting
total $11,600 · management and general $11,600
-
12 · Advertising and promotion
total $3,364 · management and general $3,364
-
13 · Office expenses
total $32,744 · management and general $32,744
-
14 · Information technology
total $23,084 · management and general $23,084
-
16 · Occupancy
total $257,200 · program services $231,479 · management and general $25,721
-
17 · Travel
total $843 · management and general $843
-
19 · Conferences, conventions and meetings
total $974 · program services $876 · management and general $98
-
22 · Depreciation, depletion and amortization
total $64,547 · program services $58,092 · management and general $6,455
-
23 · Insurance
total $9,423 · management and general $9,423
-
24a · Other expenses: DUES & SUBSCRIPTIONS
total $205,125 · management and general $205,125
-
24b · Other expenses: TEXTBOOK PURCHASES
total $45,936 · program services $41,342 · management and general $4,594
-
24c · Other expenses: GRADUATION
total $37,548 · program services $37,548
-
24d · Other expenses: MISC TRAINING EXPENSE
total $12,150 · program services $12,150
-
24e · All other expenses
total $23,303 · program services $12,947 · management and general $10,356
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,011,388 · end of year $251,710
-
2 · Savings and temporary cash investments
beginning of year $370,569 · end of year $1,207,430
-
4 · Accounts receivable
end of year $781
-
8 · Inventories for sale or use
beginning of year $5,270 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$1,803,388
-
10b · Land, buildings and equipment: accumulated depreciation
$688,639
-
10c · Land, buildings and equipment, net
beginning of year $1,174,679 · end of year $1,114,749
-
15 · Other assets
beginning of year $11,873 · end of year $11,873
-
17 · Accounts payable and accrued expenses
beginning of year $1,755 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $2,572,024 · end of year $2,586,543
Mission and programs · 2022
Mission
THE PURPOSE OF THE FUND IS TO PROVIDE TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICE OPERATING ENGINEERS WITHIN THE JURISDICTION OF THE UNION.
-
THE PURPOSE OF THE FUND IS TO PROVIDE TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICE OPERATING ENGINEERS WITHIN THE JURISDICTION OF THE UNION.
Expenses $474,619 · Revenue $1,046,445
As filed on the 2022 return.
Listed in Part VII
-
DONALD P HAVARD
CHAIRMAN
- Total calculated
- $270,306
- From this org
- $0
- From related orgs
- $193,074
- Other
- $77,232
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $193,074 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $53,896 related
- Nontaxable benefits
- $0 + $23,336 related
- Filer's total
- $0 + $270,306 related
-
MARK CROCKETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DEAN BLAKE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CHARLOTTE WILSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DEREK BRAUNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KARL BUHNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SETH ENSOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RAYMOND STACK
TRUSTEE
- Total calculated
- $218,893
- From this org
- $0
- From related orgs
- $149,517
- Other
- $69,376
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $149,517 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $46,040 related
- Nontaxable benefits
- $0 + $23,336 related
- Filer's total
- $0 + $218,893 related
-
PAT BALDWIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CHARLES HANKO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MARK BRANDT
TRAINING COORDINATOR
- Total calculated
- $202,364
- From this org
- $0
- From related orgs
- $135,416
- Other
- $66,948
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $135,416 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $43,612 related
- Nontaxable benefits
- $0 + $23,336 related
- Filer's total
- $0 + $202,364 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.
-
501C (5) · LOCAL UNION · MD
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 30 July 2024
- IRS schema version
- 2022v5.0
- Source object
- 202402129349300320
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