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Nonprofiteer
← OHIO OPERATING ENGINEERS APPRENTICESHIP FUND

Form 990 for tax year 2024

Filed by OHIO OPERATING ENGINEERS APPRENTICESHIP FUND.

Totals

Total revenue
$16,276,416
Total expenses
$14,387,178
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$15,955,387
Investment income
$288,887
Other revenue
$32,142
Total assets, end of year
$31,316,822
Total liabilities, end of year
$620,939
Net assets or fund balances, end of year
$30,695,883
Program services expenses (Part IX)
$12,219,976
Management and general expenses
$2,167,202
Fundraising expenses
$0
Program service expenses (Part III)
$12,219,976

Program services were 84.9% 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 CONTRIBUTIONS

    total $15,293,650 · related or exempt $15,293,650

  • 2b · Program service revenue: INDUSTRY TRAINING PROGRAM

    total $478,872 · related or exempt $478,872

  • 2c · Program service revenue: COLLEGE INCOME

    total $173,675 · related or exempt $173,675

  • 2d · Program service revenue: LATE CHARGES

    total $9,190 · related or exempt $9,190

  • 3 · Investment income

    total $164,725 · excluded $164,725

  • 7a · Gross sales of assets other than inventory

    other assets $258,396

  • 7b · Less cost or other basis and sales expenses

    other assets $134,234

  • 7c · Gain or loss

    other assets $124,162

  • 7d · Net gain or loss

    total $124,162 · excluded $124,162

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $32,142 · related or exempt $32,142

  • 11e · Other revenue, total

    $32,142

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $157,946 · program services $131,317 · management and general $26,629

  • 7 · Other salaries and wages

    total $4,915,172 · program services $4,082,743 · management and general $832,429

  • 8 · Pension plan contributions

    total $790,668 · program services $679,033 · management and general $111,635

  • 10 · Payroll taxes

    total $440,707 · program services $372,564 · management and general $68,143

  • 11b · Fees: legal

    total $3,768 · management and general $3,768

  • 11c · Fees: accounting

    total $17,636 · management and general $17,636

  • 13 · Office expenses

    total $207,407 · program services $65,556 · management and general $141,851

  • 16 · Occupancy

    total $736,020 · program services $647,841 · management and general $88,179

  • 17 · Travel

    total $82,817 · program services $51,588 · management and general $31,229

  • 22 · Depreciation, depletion and amortization

    total $2,666,045 · program services $2,641,826 · management and general $24,219

  • 23 · Insurance

    total $398,806 · management and general $398,806

  • 24a · Other expenses: EQP RENT/MAINT/REP/SUP

    total $1,593,033 · program services $1,592,833 · management and general $200

  • 24b · Other expenses: INSTRUC MATERIAL/PROMO

    total $675,576 · program services $659,026 · management and general $16,550

  • 24c · Other expenses: STAFF WELFARE CONTRIB

    total $648,544 · program services $546,914 · management and general $101,630

  • 24d · Other expenses: AUTOMOBILE EXPENSE

    total $529,072 · program services $515,895 · management and general $13,177

  • 24e · All other expenses

    total $523,961 · program services $232,840 · management and general $291,121

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,736,040 · end of year $4,712,875

  • 4 · Accounts receivable

    beginning of year $1,484,547 · end of year $1,722,484

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

    $51,877,125

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

    $27,266,876

  • 10c · Land, buildings and equipment, net

    beginning of year $24,770,514 · end of year $24,610,249

  • 15 · Other assets

    beginning of year $268,271 · end of year $271,214

  • 17 · Accounts payable and accrued expenses

    beginning of year $242,977 · end of year $541,556

  • 23 · Secured mortgages and notes payable

    beginning of year $173,230 · end of year $79,383

  • 25 · Other liabilities

    beginning of year $73,458 · end of year $0

  • 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 $28,769,707 · end of year $30,695,883

Mission and programs · 2024

Mission

THE OHIO OPERATING ENGINEERS APPRENTICESHIP FUND IS A TRUST FUND USED FOR THE FOSTERING, PLANNING AND SUPERVISING, AND IN OTHER WAYS PROVIDING THE TRAINING OF APPRENTICES SO THAT THEY MAY DEVELOP INTO SKILLED OPERATING ENGINEERS.

Activities or mission (Part I)

TO DEVELOP AND TRAIN APPRENTICES FOR THE UNION OF OHIO OPERATING ENGINEERS.

  • TO DEVELOP AND TRAIN APPRENTICES FOR THE UNION OF OHIO OPERATING ENGINEERS.

    Expenses $12,219,976 · Revenue $15,987,529

As filed on the 2024 return.

Listed in Part VII

  • Michael R Bertolone

    ALTERNATE TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Bryce Burgett

    ALTERNATE TRUSTEE, SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Thomas Byers

    ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • David G Coniglio

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Dan Edwards

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Ismael Gutierrez Jr

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Andrew L Murray

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jacob Siesel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jeff Sterling

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Mitchell Trucco

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Manuel Gutierrez Jr

    ADMINISTRATIVE MANAGER

    Total calculated
    $157,946
    From this org
    $153,670
    From related orgs
    $0
    Other
    $4,276
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,670
    Bonus
    $0
    Other
    $0
    Deferred
    $4,276
    Nontaxable benefits
    $0
    Filer's total
    $157,946

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

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
202513499349301126

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