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← INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 30 APPRENTICE TRA

Form 990 for tax year 2024

Filed by INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 30 APPRENTICE TRA.

Totals

Total revenue
$2,778,725
Total expenses
$2,293,218
Contributions and grants received
$55,297
Grants paid
$0
Program service revenue
$2,703,181
Investment income
$20,247
Other revenue
$0
Total assets, end of year
$7,252,090
Total liabilities, end of year
$2,882,103
Net assets or fund balances, end of year
$4,369,987
Program services expenses (Part IX)
$1,950,959
Management and general expenses
$342,259
Fundraising expenses
$0
Program service expenses (Part III)
$1,950,959

Program services were 85.1% 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.

  • 1f · All other contributions, gifts and grants

    $55,297

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $2,466,633 · related or exempt $2,466,633

  • 2b · Program service revenue: COURSE FEES

    total $236,548 · related or exempt $236,548

  • 3 · Investment income

    total $20,247 · excluded $20,247

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $9,284 · management and general $9,284

  • 7 · Other salaries and wages

    total $781,135 · program services $701,537 · management and general $79,598

  • 8 · Pension plan contributions

    total $195,648 · program services $164,415 · management and general $31,233

  • 9 · Other employee benefits

    total $59,602 · program services $47,992 · management and general $11,610

  • 10 · Payroll taxes

    total $54,200 · program services $47,233 · management and general $6,967

  • 11b · Fees: legal

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

  • 11c · Fees: accounting

    total $29,878 · management and general $29,878

  • 13 · Office expenses

    total $21,415 · program services $5,244 · management and general $16,171

  • 14 · Information technology

    total $18,661 · program services $8,888 · management and general $9,773

  • 16 · Occupancy

    total $261,045 · program services $195,784 · management and general $65,261

  • 17 · Travel

    total $63,556 · program services $63,120 · management and general $436

  • 19 · Conferences, conventions and meetings

    total $16,598 · program services $9,731 · management and general $6,867

  • 22 · Depreciation, depletion and amortization

    total $100,804 · program services $80,643 · management and general $20,161

  • 23 · Insurance

    total $7,214 · management and general $7,214

  • 24a · Other expenses: NATIONAL TRAINING FUND

    total $529,381 · program services $529,381

  • 24b · Other expenses: TEXTBOOKS AND MANUALS

    total $53,533 · program services $53,533

  • 24c · Other expenses: GRADUATION

    total $43,458 · program services $43,458

  • 24d · Other expenses: AMORTIZATION EXPENSE -

    total $38,806 · management and general $38,806

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,163,129 · end of year $4,184,004

  • 4 · Accounts receivable

    beginning of year $273,955 · end of year $252,685

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

    $720,893

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

    $464,455

  • 10c · Land, buildings and equipment, net

    beginning of year $349,733 · end of year $256,438

  • 14 · Intangible assets

    beginning of year $2,677,997 · end of year $2,558,963

  • 15 · Other assets

    beginning of year $271,494 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $38,651 · end of year $94,622

  • 19 · Deferred revenue

    beginning of year $45,800 · end of year $43,300

  • 25 · Other liabilities

    beginning of year $2,767,377 · end of year $2,744,181

  • 29 · Capital stock, trust principal or current funds

    beginning of year $3,884,480 · end of year $4,369,987

  • 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 $0 · end of year $0

Mission and programs · 2024

Mission

TO OPERATE A TRAINING PROGRAM FOR QUALIFIED PARTICIPANTS IN ORDER TO PROVIDE A POOL OF SKILLED INDIVIDUALS, INCLUDING STATIONARY ENGINEERS, REFRIGERATION ENGINEERS, APPRENTICE TRAINING ENGINEERS AND TRAINEES ENGAGED IN OPERATING VARIOUS TYPES OF HEATING AND REFRIGERATION EQUIPMENT.

  • TO OPERATE A TRAINING PROGRAM FOR QUALIFIED PARTICIPANTS TO PROVIDE A POOL OF SKILLED INDIVIDUALS INCLUDING STATIONARY ENGINEERS, REFIG ENGINEERS,APPRENTICE TRAINING ENGINEERS & TRAINEES ENGAGED IN OPERATING VARIOUS HEATING & REFRIG EQUIPMENT.

    Expenses $1,950,959 · Revenue $2,703,181

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

Listed in Part VII

  • CHRISTOPHER DILEONE

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FRANK GIBBONS

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • HOWARD FOX

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN CULKIN

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • KEVIN CRUSE

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBERT MOCCIO

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM LYNN

    UNION TRUSTEE - CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • ROBERT WILSON

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DANA SANDERS

    UNION TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • FRED SURACE

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DARREN TURTON

    FUND ADMINISTRATOR

    Total calculated
    $328,834
    From this org
    $6,908
    From related orgs
    $242,728
    Other
    $79,198
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $6,908 + $242,728 related
    Bonus
    $0
    Other
    $0
    Deferred
    $1,907 + $61,647 related
    Nontaxable benefits
    $469 + $15,175 related
    Filer's total
    $9,284 + $319,550 related

  • PATRICK J LYNN

    DIRECTOR OF APPRENTICESHIP

    Total calculated
    $418,807
    From this org
    $318,766
    From related orgs
    $0
    Other
    $100,041
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $318,766
    Bonus
    $0
    Other
    $0
    Deferred
    $84,441
    Nontaxable benefits
    $15,600
    Filer's total
    $418,807

  • ANDREW HOGAN

    INSTRUCTOR

    Total calculated
    $234,689
    From this org
    $167,991
    From related orgs
    $0
    Other
    $66,698
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,991
    Bonus
    $0
    Other
    $0
    Deferred
    $51,098
    Nontaxable benefits
    $15,600
    Filer's total
    $234,689

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

  • 3 · Approval by the board or compensation committee

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

The filer's explanations (Part III)

PART I, LINE 3
DARREN TURTON'S COMPENSATION AND BENEFITS ARE PAID BY THE IUOE BENEFITS FUND AND ALLOCATED TO VARIOUS ORGANIZATIONS BASED ON THE ESTIMATED BENEFIT RECEIVED BY EACH ORGANIZATION. THE APPRENTICE FUND'S PORTION OF THE AMOUNTS DETAILED IN SCHEDULE J IS APPROXIMATELY 5% FOR DARREN TURTON.

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
10 April 2025
IRS schema version
2024v5.1
Source object
202501009349301020

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