Form 990 for tax year 2023
Filed by INTERNATIONAL UNION OF OPERATING ENGINEERS-612.
Totals
- Total revenue
- $4,027,638
- Total expenses
- $3,168,580
- Contributions and grants received
- $27,078
- Grants paid
- $50,153
- Program service revenue
- $3,467,901
- Investment income
- $507,411
- Other revenue
- $25,248
- Total assets, end of year
- $16,033,462
- Total liabilities, end of year
- $14,901
- Net assets or fund balances, end of year
- $16,018,561
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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.
-
1b · Membership dues
$27,078
-
2a · Program service revenue: Membership Dues & Assessments
total $3,460,179 · related or exempt $3,460,179
-
2b · Program service revenue: Other Reimbursements
total $7,722 · related or exempt $7,722
-
3 · Investment income
total $462,703 · excluded $462,703
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $8,000
-
6c · Rental income or loss
real property $8,000
-
6d · Net rental income or loss
total $8,000 · excluded $8,000
-
7a · Gross sales of assets other than inventory
securities $1,004,635
-
7b · Less cost or other basis and sales expenses
securities $959,927
-
7c · Gain or loss
securities $44,708
-
7d · Net gain or loss
total $44,708 · excluded $44,708
-
8a · Fundraising events: gross income
$60,222
-
8b · Fundraising events: direct expenses
$42,974
-
8c · Net income from fundraising events
total $17,248 · excluded $17,248
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $50,153
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $132,389
-
5 · Compensation of officers, directors and key employees
total $969,301
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $303,332
-
8 · Pension plan contributions
total $134,382
-
9 · Other employee benefits
total $63,376
-
10 · Payroll taxes
total $88,559
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $14,816
-
11c · Fees: accounting
total $20,045
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $77,074
-
11g · Fees: other
total $7,284
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $106,832
-
14 · Information technology
total $36,993
-
15 · Royalties
total $0
-
16 · Occupancy
total $65,585
-
17 · Travel
total $68,814
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $127,469
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $543,829
-
22 · Depreciation, depletion and amortization
total $64,146
-
23 · Insurance
total $27,485
-
24a · Other expenses: MARKET RECOVERY
total $173,767
-
24b · Other expenses: Printing and Publications
total $35,131
-
24c · Other expenses: SUPPLIES FOR SALE TO MEMBER
total $35,059
-
24d · Other expenses: Postage and Shipping
total $22,759
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,505,514 · end of year $2,344,942
-
2 · Savings and temporary cash investments
beginning of year $1,800,001 · end of year $1,826,507
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$1,380,044
-
10b · Land, buildings and equipment: accumulated depreciation
$690,277
-
10c · Land, buildings and equipment, net
beginning of year $658,865 · end of year $689,767
-
11 · Investments: publicly traded securities
beginning of year $10,208,389 · end of year $11,172,246
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
25 · Other liabilities
beginning of year $13,266 · end of year $14,901
-
27 · Net assets without donor restrictions
beginning of year $15,159,503 · end of year $16,018,561
Mission and programs · 2023
Mission
TO ELEVATE THE TRADE OF OPERATING ENGINEERS TO ITS PROPER POSITION IN ALL INDUSTRIAL ACTIVITIES AND THE RANKS OF ORGANIZED WORKERS; TO ENCOURAGE A HIGHER STANDARD OF SKILL AMOUNG ITS MEMBERS; TO ORGANIZE ALL PERSONS WORKING IN THER JURISDICTION OF THE UNION WITHOUT REGARD TO RACE, CREED, COLOR, SEX, RELIGION, AGE OR NATIONAL ORIGIN; TO PROMOTE HEALTH, WELFARE AND SAFETY OF ITS MEMBERS AND THEIR FAMILIES; TO FOSTER AND DEVELOP TRAINING PROGRAMS AND OTHER MEANS TO ADVANCE SKILLS; TO ASSIST EMPOYERS IN OBTAINING SKILLED WORKERS. TO SECURE AND IMPROVE WAGES, HOURS, AND WORKING CONDITIONS.
-
THE LOCAL UNION'S EXEMPT PURPOSE WAS ACHIEVED THROUGH THE ORGANIZATION AND EDUCATION OF WORKERS AND THROUGH NEGOTIATIONS WITH EMPLOYERS.
As filed on the 2023 return.
Listed in Part VII
-
Kevin Tedrick
FIN SECRE/Bs Mg
- Total calculated
- $206,779
- From this org
- $136,259
- From related orgs
- $0
- Other
- $70,520
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $133,392
- Bonus
- not reported
- Other
- $2,867
- Deferred
- $53,020
- Nontaxable benefits
- $17,500
- Filer's total
- $206,779
-
Christina Hall
Prsdnt/Trst/Rep
- Total calculated
- $193,979
- From this org
- $123,459
- From related orgs
- $0
- Other
- $70,520
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $121,932
- Bonus
- not reported
- Other
- $1,527
- Deferred
- $53,020
- Nontaxable benefits
- $17,500
- Filer's total
- $193,979
-
Chad Campbell
Rec Cor Sec/Rep
- Total calculated
- $192,057
- From this org
- $121,537
- From related orgs
- $0
- Other
- $70,520
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $119,802
- Bonus
- not reported
- Other
- $1,735
- Deferred
- $53,020
- Nontaxable benefits
- $17,500
- Filer's total
- $192,057
-
Todd MickelsonTODD MICKELSON
Pst FN SC/Bs Mg
- Total calculated
- $185,964
- From this org
- $126,098
- From related orgs
- $0
- Other
- $59,866
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $120,814
- Bonus
- not reported
- Other
- $5,284
- Deferred
- $43,104
- Nontaxable benefits
- $16,762
- Filer's total
- $185,964
-
Jacob Dunthorn
Vc Prs/Trst/Rep
- Total calculated
- $185,741
- From this org
- $115,221
- From related orgs
- $0
- Other
- $70,520
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $113,825
- Bonus
- not reported
- Other
- $1,396
- Deferred
- $53,020
- Nontaxable benefits
- $17,500
- Filer's total
- $185,741
-
Nalu Kollars
Dispatcher
- Total calculated
- $181,837
- From this org
- $111,679
- From related orgs
- $0
- Other
- $70,158
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $111,500
- Bonus
- not reported
- Other
- $179
- Deferred
- $52,658
- Nontaxable benefits
- $17,500
- Filer's total
- $181,837
-
Jeffrey Englert
Executive Board
- Total calculated
- $2,024
- From this org
- $2,024
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Jennifer Wisner
Treasurer
- Total calculated
- $1,317
- From this org
- $1,317
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Sean Sloan
Exec Bd/Auditor
- Total calculated
- $576
- From this org
- $576
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Joel Kephart
Exec Bd/Auditor
- Total calculated
- $480
- From this org
- $480
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
William Scarfe
Executive Board
- Total calculated
- $384
- From this org
- $384
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Jerry Wilson
Sgt. of Arms
- Total calculated
- $0
- Hours/week
- 2
-
Justin Erickson
Trustee
- Total calculated
- $0
- Hours/week
- 2
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
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.
-
INTL UNION OF OPERATING ENGINEERS
501(C)(5) · PARENT ORGANIZATION OF LOCAL UNIONS · DC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443099349303514
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