Form 990 for tax year 2023
Filed by INTERNATIONAL UNION LOCAL 649 OF OPERATING ENGINEERS.
Totals
- Total revenue
- $3,872,133
- Total expenses
- $3,668,468
- Contributions and grants received
- $0
- Grants paid
- $29,300
- Program service revenue
- $3,542,816
- Investment income
- $276,074
- Other revenue
- $53,243
- Total assets, end of year
- $10,414,641
- Total liabilities, end of year
- $2,802
- Net assets or fund balances, end of year
- $10,411,839
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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: WORKING DUES
total $2,792,585 · related or exempt $2,792,585
-
2b · Program service revenue: HOLDING ACCCOUNT RECEIPTS
total $310,060 · related or exempt $310,060
-
2c · Program service revenue: MONTHLY DUES
total $219,923 · related or exempt $219,923
-
2d · Program service revenue: DEFENSE FUND
total $163,189 · related or exempt $163,189
-
2e · Program service revenue: SERVICE DUES
total $30,562 · related or exempt $30,562
-
2f · All other program service revenue
total $26,497 · related or exempt $26,497
-
3 · Investment income
total $297,744 · excluded $297,744
-
7a · Gross sales of assets other than inventory
securities $2,447,011
-
7b · Less cost or other basis and sales expenses
securities $2,468,681
-
7c · Gain or loss
securities -$21,670
-
7d · Net gain or loss
total -$21,670 · excluded -$21,670
-
11a · Other revenue: REIMBURSED EXPENSES
total $45,983 · related or exempt $45,983
-
11b · Other revenue: SALE OF SUPPLIES
total $6,574 · related or exempt $6,574
-
11c · Other revenue: CREDIT CARD FEES
total $686 · related or exempt $686
-
11e · Other revenue, total
$53,243
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $29,300
-
4 · Benefits paid to or for members
total $9,150
-
5 · Compensation of officers, directors and key employees
total $661,527
-
7 · Other salaries and wages
total $868,344
-
8 · Pension plan contributions
total $528,280
-
9 · Other employee benefits
total $178,385
-
10 · Payroll taxes
total $107,543
-
11b · Fees: legal
total $8,255
-
11c · Fees: accounting
total $26,009
-
11f · Fees: investment management
total $30,506
-
11g · Fees: other
total $4,123
-
12 · Advertising and promotion
total $139,952
-
13 · Office expenses
total $94,848
-
16 · Occupancy
total $82,843
-
17 · Travel
total $26,499
-
19 · Conferences, conventions and meetings
total $17,988
-
21 · Payments to affiliates
total $269,647
-
22 · Depreciation, depletion and amortization
total $102,005
-
23 · Insurance
total $63,435
-
24a · Other expenses: MARKET RECOVERY
total $180,690
-
24b · Other expenses: AUTO EXPENSE
total $72,145
-
24c · Other expenses: DUES AND SUBSCRIPTIONS
total $58,672
-
24d · Other expenses: CONTRACT LABOR
total $34,760
-
24e · All other expenses
total $73,562
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $208,684 · end of year $142,410
-
2 · Savings and temporary cash investments
beginning of year $1,817,560 · end of year $1,979,949
-
7 · Other notes and loans receivable
beginning of year $1,905,000 · end of year $1,905,000
-
10a · Land, buildings and equipment: cost or other basis
$2,161,321
-
10b · Land, buildings and equipment: accumulated depreciation
$1,421,869
-
10c · Land, buildings and equipment, net
beginning of year $769,851 · end of year $739,452
-
11 · Investments: publicly traded securities
beginning of year $4,854,957 · end of year $5,644,080
-
12 · Investments: other securities
beginning of year $500 · end of year $500
-
15 · Other assets
beginning of year $10,504 · end of year $3,250
-
17 · Accounts payable and accrued expenses
beginning of year $1,314 · end of year $1,397
-
25 · Other liabilities
beginning of year $1,950 · end of year $1,405
-
27 · Net assets without donor restrictions
beginning of year $9,563,792 · end of year $10,411,839
Mission and programs · 2023
Mission
OPERATION OF LOCAL UNION.
Activities or mission (Part I)
OPERATION OF LOCAL UNION
-
OPERATION OF LOCAL UNION.
As filed on the 2023 return.
Listed in Part VII
-
Darren SmithDARREN SMITH
BUSINESS MANAGER
- Total calculated
- $298,029
- From this org
- $194,632
- From related orgs
- $0
- Other
- $103,397
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $194,632
- Bonus
- $0
- Other
- $0
- Deferred
- $78,705
- Nontaxable benefits
- $24,692
- Filer's total
- $298,029
-
Brandyn CagleBRANDYN CAGLE
VICE PRESIDENT
- Total calculated
- $600
- From this org
- $600
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5
-
Michael HighMICHAEL HIGH
FINANCIAL SECRETARY
- Total calculated
- $241,189
- From this org
- $137,792
- From related orgs
- $0
- Other
- $103,397
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $137,792
- Bonus
- $0
- Other
- $0
- Deferred
- $78,705
- Nontaxable benefits
- $24,692
- Filer's total
- $241,189
-
Timothy AllenTIMOTHY ALLEN
TREASURER
- Total calculated
- $1,800
- From this org
- $1,800
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5
-
Andrew EricksonANDREW ERICKSON
PRESIDENT
- Total calculated
- $1,800
- From this org
- $1,800
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5
-
William Sparks JrWILLIAM SPARKS JR
REC CORRES SECRETARY - PAST
- Total calculated
- $1,800
- From this org
- $1,800
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5
-
Charles DepalmaCHARLES DEPALMA
EXECUTIVE BOARD
- Total calculated
- $600
- From this org
- $600
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5
-
Toby ShrevesTOBY SHREVES
EXECUTIVE BOARD
- Total calculated
- $600
- From this org
- $600
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5
-
Nicholas UlmNICHOLAS ULM
EXECUTIVE BOARD
- Total calculated
- $600
- From this org
- $600
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5
-
Matthew K UlmMATTHEW K ULM
REC CORRES SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Bryan HanafinBRYAN HANAFIN
BUSINESS REP
- Total calculated
- $242,040
- From this org
- $138,643
- From related orgs
- $0
- Other
- $103,397
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $138,643
- Bonus
- $0
- Other
- $0
- Deferred
- $78,705
- Nontaxable benefits
- $24,692
- Filer's total
- $242,040
-
Luke OganLUKE OGAN
BUSINESS REP
- Total calculated
- $241,730
- From this org
- $138,333
- From related orgs
- $0
- Other
- $103,397
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $138,333
- Bonus
- $0
- Other
- $0
- Deferred
- $78,705
- Nontaxable benefits
- $24,692
- Filer's total
- $241,730
-
Stephen SchmittSTEPHEN SCHMITT
BUSINESS REP
- Total calculated
- $243,056
- From this org
- $138,954
- From related orgs
- $0
- Other
- $104,102
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $138,954
- Bonus
- $0
- Other
- $0
- Deferred
- $79,410
- Nontaxable benefits
- $24,692
- Filer's total
- $243,056
-
Zach ShrevesZACH SHREVES
BUSINESS REP
- Total calculated
- $240,844
- From this org
- $137,447
- From related orgs
- $0
- Other
- $103,397
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $137,447
- Bonus
- $0
- Other
- $0
- Deferred
- $78,705
- Nontaxable benefits
- $24,692
- Filer's total
- $240,844
-
Joseph Van DranJOSEPH VAN DRAN
BUSINESS REP
- Total calculated
- $241,055
- From this org
- $137,658
- From related orgs
- $0
- Other
- $103,397
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $137,658
- Bonus
- $0
- Other
- $0
- Deferred
- $78,705
- Nontaxable benefits
- $24,692
- Filer's total
- $241,055
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
-
$5,500
DONATION
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.
-
OE 649 FEDERAL PAC FUND
527 · FEDERAL POLITICAL FUND · IL · controlled entity
Directly controlled by OE 649
-
OE 649 STATE PAC FUND
527 · STATE AND LOCAL POLITICAL FUND · IL · controlled entity
Directly controlled by OE 649
-
501(C)(9) · PROVIDE DEATH BENEFITS TO BENEFICIARIES OF LOCAL UNION MEMBERS · IL
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 19 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202530859349300523
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