{"success":true,"data":{"_id":363957585,"filings":[{"Organization":{"value":null,"Person":["ARNOLD KARR - PAST","RYAN EGAN","PATRICK KELLY","STEVEN O'MARA","HAROLD HACKER","MAUREEN EHRENBERG","JOSEPH BELSAN","WILLIAM SCHUCH","JIM COATES","THOMAS J PHILLIPS"],"Title":["TRUSTEE","TRUSTEE","MANAGING DIRECTOR/TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","FUND ADMINISTRATOR","ASST. TRAINING DIRECTOR"],"Hours":[0.2,0.2,1.5,0.2,0.2,0.2,0.2,0.2,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,196414,178792],"Direct compensation":[0,0,0,0,0,0,0,0,150492,133657],"Other compensation":[0,0,0,0,0,0,0,0,45922,45135]},"Basic":{"value":null,"mission":"To provide educational assistance to eligible participants","year":2016,"name":"INT'L UNION OF OPERATING ENGINEERS LOCAL 399 EDUCATIONAL TRAINING FUND","phone":3123729870,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"PATRICK KELLY","year_formation":1994,"state_legal_domicile":"IL","total_volunteers":0,"tax_period_begin":"2016-01-01T00:00:00","tax_period_end":"2016-12-31T00:00:00","address":"2260 S GROVE STREET, CHICAGO, IL, 60616, USA","city":"CHICAGO","state":"IL","country":"USA","zip_code":60616},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":7,"Number of independent voting members":7,"Number of employees total":12,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":12,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":3757500,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":3618588,"Total revenue":{"value":3618588,"EMPLOYERS' CONTRIBUTIO":3058249,"EDUCATION REVENUES AND":536760,"GRANT INCOME":23579},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":125109,"Investment income total":125109,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":13803,"Other total":13803,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":2046591,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":663078,"Benefits paid to members Total":663078},"Salaries":{"value":685132,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":460458,"Pension plan contributions":116457,"Other employee benefits":67278,"Payroll taxes":40939},"Other expenses":{"value":698381,"Management services":0,"Legal":8904,"Accounting":41429,"Lobbying services":0,"Investment management fees":10000,"Other services":52193,"Advertising":4240,"Office expenses":43316,"Information technology":31725,"Royalties":0,"Occupancy":278413,"Travel":1429,"Conferences and meetings":7893,"Interest":0,"Payments to affiliates":16166,"Depreciation and depletion":138206,"Insurance":23790,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":40677,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":11590797,"Non-interest bearing cash":650,"Savings and temp cash investments":5399977,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":732731,"Investments publicly traded":5457439,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":11590797,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.4553317365269461,"percentile":0.904886176576866},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":5.663465245376336,"percentile":0.8248064622324741},"Officer Compensation Ratio":{"score":0.18333218508241267,"percentile":0.34330200967303803},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.1563375998905062,"percentile":0.8559186819383003},"Asset Growth":{"score":0.15137284940615886,"percentile":0.78429231358852},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7272265580808958,"percentile":0.8895898574169219}},"source_xml":"201741149349300249_public.xml"},{"Organization":{"value":null,"Person":["JOSEPH BELSAN","RYAN EGAN","PATRICK KELLY","STEVEN O'MARA","HAROLD HACKER","MAUREEN EHRENBERG","ARNOLD KARR","WILLIAM SCHUCH","JIM COATES","THOMAS J PHILLIPS"],"Title":["TRUSTEE","TRUSTEE","MANAGING DIRECTOR/TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRAINING DIRECTOR","ASST. TRAINING DIRECTOR"],"Hours":[0.2,0.2,4.4,0.2,0.2,0.2,0.2,0.2,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,181031,160611],"Direct compensation":[0,0,0,0,0,0,0,0,144983,125776],"Other compensation":[0,0,0,0,0,0,0,0,36048,34835]},"Basic":{"value":null,"mission":"To provide educational assistance to eligible participants","year":2014,"name":"INT'L UNION OF OPERATING ENGINEERS LOCAL 399 EDUCATIONAL TRAINING FUND","phone":3123729870,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"PATRICK KELLY","year_formation":1994,"state_legal_domicile":"IL","total_volunteers":0,"tax_period_begin":"2014-01-01T00:00:00","tax_period_end":"2014-12-31T00:00:00","address":"2260 S GROVE STREET, CHICAGO, IL, 60616, USA","city":"CHICAGO","state":"IL","country":"USA","zip_code":60616},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":10,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":10,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":3005767,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":2875654,"Total revenue":{"value":2875654,"EMPLOYERS' CONTRIBUTIO":2195432,"EDUCATION REVENUES AND":441417,"GRANT INCOME":238805},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":115905,"Investment income total":115905,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":14208,"Other total":14208,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":1834864,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":536103,"Benefits paid to members Total":536103},"Salaries":{"value":631190,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":435501,"Pension plan contributions":90094,"Other employee benefits":66939,"Payroll taxes":38656},"Other expenses":{"value":667571,"Management services":0,"Legal":12617,"Accounting":51588,"Lobbying services":0,"Investment management fees":20000,"Other services":40152,"Advertising":4873,"Office expenses":39480,"Information technology":16147,"Royalties":0,"Occupancy":306034,"Travel":1675,"Conferences and meetings":3232,"Interest":0,"Payments to affiliates":15628,"Depreciation and depletion":105449,"Insurance":19615,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":31081,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":8494659,"Non-interest bearing cash":135418,"Savings and temp cash investments":2410555,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":783243,"Investments publicly traded":5165443,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":8494659,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.389552150915224,"percentile":0.880640449477131},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":4.629585080965128,"percentile":0.7938727540332873},"Officer Compensation Ratio":{"score":0.186194726148641,"percentile":0.3380322893686934},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6994717996120743,"percentile":0.8479106500442066}},"source_xml":"201511399349300786_public.xml"},{"Organization":{"value":null,"Person":["JOSEPH BELSAN","RYAN EGAN","PATRICK KELLY","STEVEN O'MARA","HAROLD HACKER","MAUREEN EHRENBERG","ARNOLD KARR","WILLIAM SCHUCH","JIM COATES","THOMAS J PHILLIPS"],"Title":["TRUSTEE","TRUSTEE","MANAGING DIRECTOR/TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRAINING DIRECTOR","ASST. TRAINING DIRECTOR"],"Hours":[0.2,0.2,1.5,0.2,0.2,0.2,0.2,0.2,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,185728,167166],"Direct compensation":[0,0,0,0,0,0,0,0,147372,129579],"Other compensation":[0,0,0,0,0,0,0,0,38356,37587]},"Basic":{"value":null,"mission":"To provide educational assistance to eligible participants","year":2015,"name":"INT'L UNION OF OPERATING ENGINEERS LOCAL 399 EDUCATIONAL TRAINING FUND","phone":3123729870,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"PATRICK KELLY","year_formation":1994,"state_legal_domicile":"IL","total_volunteers":0,"tax_period_begin":"2015-01-01T00:00:00","tax_period_end":"2015-12-31T00:00:00","address":"2260 S GROVE STREET, CHICAGO, IL, 60616, USA","city":"CHICAGO","state":"IL","country":"USA","zip_code":60616},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":9,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":9,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":3365335,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":3219892,"Total revenue":{"value":3219892,"EMPLOYERS' CONTRIBUTIO":2519987,"EDUCATION REVENUES AND":482724,"GRANT INCOME":217181},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":144008,"Investment income total":144008,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":1435,"Other total":1435,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":2011012,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":636852,"Benefits paid to members Total":636852},"Salaries":{"value":673467,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":450045,"Pension plan contributions":106071,"Other employee benefits":76467,"Payroll taxes":40884},"Other expenses":{"value":700693,"Management services":0,"Legal":9645,"Accounting":41452,"Lobbying services":0,"Investment management fees":10000,"Other services":38504,"Advertising":3432,"Office expenses":45560,"Information technology":17088,"Royalties":0,"Occupancy":326993,"Travel":194,"Conferences and meetings":3756,"Interest":0,"Payments to affiliates":16481,"Depreciation and depletion":108847,"Insurance":45692,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":33049,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":9692535,"Non-interest bearing cash":102048,"Savings and temp cash investments":3739913,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":697466,"Investments publicly traded":5149792,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":3316},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":9692535,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.40243333873150816,"percentile":0.885896142788228},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":4.8197300662551985,"percentile":0.8004005045006739},"Officer Compensation Ratio":{"score":0.17548080270033198,"percentile":0.3582662571359778},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.19151499617561502,"percentile":0.8899147808797175},"Asset Growth":{"score":0.14006972834816311,"percentile":0.7657733329931617},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7253179934606542,"percentile":0.8870500519660194}},"source_xml":"201611629349300736_public.xml"},{"Organization":{"value":null,"Person":["RYAN EGAN","PATRICK KELLY","STEVEN O'MARA","HAROLD HACKER","MAUREEN EHRENBERG","JOSEPH BELSAN","WILLIAM SCHUCH","ERIC WYLIE","BRIAN STAUNTON","JIM COATES"],"Title":["TRUSTEE","MANAGING DIRECTOR/TRUSTEE","TRUSTEE","TRUSTEE - PAST","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE - NEW","FUND ADMINISTRATOR"],"Hours":[0.2,1.5,0.2,0.2,0.2,0.2,0.2,0.2,0.2,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,0,227722],"Direct compensation":[0,0,0,0,0,0,0,0,0,175085],"Other compensation":[0,0,0,0,0,0,0,0,0,52637]},"Basic":{"value":null,"mission":"To provide educational assistance to eligible participants","year":2022,"name":"INT'L UNION OF OPERATING ENGINEERS LOCAL 399 EDUCATIONAL TRAINING FUND","phone":3123729870,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"PATRICK KELLY","year_formation":1994,"state_legal_domicile":"IL","total_volunteers":0,"tax_period_begin":"2022-01-01T00:00:00","tax_period_end":"2022-12-31T00:00:00","address":"2260 S GROVE STREET, CHICAGO, IL, 60616, USA","city":"CHICAGO","state":"IL","country":"USA","zip_code":60616},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":16,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":16,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":6291859,"Contributions":{"value":294525,"Other contributions":294525,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":5665496,"Total revenue":{"value":5665496,"EMPLOYER CONTRIBUTIONS":4991255,"EDUCATION REVENUE AND":674241},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":328581,"Investment income total":328581,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":3257,"Other total":3257,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":4727682,"Grant expense":{"value":203432,"Grants to domestic orgs":0,"Grants to domestic individuals":203432,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":923856,"Current officers":225613,"Disqualified persons":0,"Other salaries and wages":440890,"Pension plan contributions":129601,"Other employee benefits":80804,"Payroll taxes":46948},"Other expenses":{"value":3600394,"Management services":0,"Legal":12269,"Accounting":22041,"Lobbying services":0,"Investment management fees":8750,"Other services":0,"Advertising":9482,"Office expenses":67179,"Information technology":69159,"Royalties":0,"Occupancy":1023936,"Travel":2139,"Conferences and meetings":1153,"Interest":0,"Payments to affiliates":463216,"Depreciation and depletion":425196,"Insurance":40351,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1399031,"TRITON COLLEGE EXPENSES":616468,"BUILDING EXPENSES":481313,"BOOKS":225455,"TRAINING SUPPLIES AND E":75795},"All other expenses":56492},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":24208590,"Non-interest bearing cash":650,"Savings and temp cash investments":4216475,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":4751059,"Investments publicly traded":15239067,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1339},"Liabilities":{"value":403,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":403},"Fund balance":{"value":24208187,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.24860331421921567,"percentile":0.7997024056393337},"Liabilities to Assets Ratio":{"score":1.6646983570707752e-05,"percentile":0.5884176617783698},"Operating Reserve Ratio":{"score":5.120604558428422,"percentile":0.809832508767225},"Officer Compensation Ratio":{"score":0.0481677913192977,"percentile":0.7658422492865854},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.10883137892241428,"percentile":0.7829360743211293},"Asset Growth":{"score":0.14216639199147135,"percentile":0.7693888713974634},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6991617546609838,"percentile":0.8473936896433734}},"source_xml":"202323139349304232_public.xml"},{"Organization":{"value":null,"Person":["RYAN EGAN","PATRICK KELLY","STEVEN O'MARA","HAROLD HACKER","MAUREEN EHRENBERG","JOSEPH BELSAN","WILLIAM SCHUCH","ERIC WYLIE","JIM COATES","THOMAS J PHILLIPS"],"Title":["TRUSTEE","MANAGING DIRECTOR/TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","FUND ADMINISTRATOR","ASST TRAINING DIRECTOR"],"Hours":[0.2,1.5,0.2,0.2,0.2,0.2,0.2,0.2,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,225486,199580],"Direct compensation":[0,0,0,0,0,0,0,0,175177,150174],"Other compensation":[0,0,0,0,0,0,0,0,50309,49406]},"Basic":{"value":null,"mission":"To provide educational assistance to eligible participants","year":2020,"name":"INT'L UNION OF OPERATING ENGINEERS LOCAL 399 EDUCATIONAL TRAINING FUND","phone":3123729870,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"PATRICK KELLY","year_formation":1994,"state_legal_domicile":"IL","total_volunteers":0,"tax_period_begin":"2020-01-01T00:00:00","tax_period_end":"2020-12-31T00:00:00","address":"2260 S GROVE STREET, CHICAGO, IL, 60616, USA","city":"CHICAGO","state":"IL","country":"USA","zip_code":60616},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":14,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":14,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":5941351,"Contributions":{"value":260726,"Other contributions":260726,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":5396087,"Total revenue":{"value":5396087,"EMPLOYER CONTRIBUTIONS":4680230,"EDUCATION REVENUE AND":715857},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":257431,"Investment income total":237668,"Net investment gain":19763,"Income from invest bond proceeds":0},"Other revenues":{"value":27107,"Other total":27107,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":4034426,"Grant expense":{"value":191305,"Grants to domestic orgs":0,"Grants to domestic individuals":191305,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":792492,"Current officers":224202,"Disqualified persons":0,"Other salaries and wages":368011,"Pension plan contributions":98664,"Other employee benefits":62740,"Payroll taxes":38875},"Other expenses":{"value":3050629,"Management services":0,"Legal":19707,"Accounting":20663,"Lobbying services":0,"Investment management fees":12500,"Other services":45020,"Advertising":7219,"Office expenses":57947,"Information technology":33433,"Royalties":0,"Occupancy":894202,"Travel":2922,"Conferences and meetings":1554,"Interest":0,"Payments to affiliates":222664,"Depreciation and depletion":233441,"Insurance":100999,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1345272,"TRITON COLLEGE EXPENSES":552821,"BUILDING EXPENSES":532989,"BOOKS":218406,"REIMBURSEMENTS FOR SHAR":41056},"All other expenses":53086},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":21554688,"Non-interest bearing cash":650,"Savings and temp cash investments":4500158,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":5461551,"Investments publicly traded":11592329,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":245,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":245},"Fund balance":{"value":21554443,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.32095814571466996,"percentile":0.8475606413217576},"Liabilities to Assets Ratio":{"score":1.136643685123162e-05,"percentile":0.5886610114497249},"Operating Reserve Ratio":{"score":5.342690137333043,"percentile":0.816281039452462},"Officer Compensation Ratio":{"score":0.10535972155642463,"percentile":0.5345117841006825},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.12692977818066972,"percentile":0.815621928238328},"Asset Growth":{"score":0.16328000969098938,"percentile":0.801960678216241},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6993995856175,"percentile":0.847793459021039}},"source_xml":"202113079349302701_public.xml"},{"Organization":{"value":null,"Person":["RYAN EGAN","PATRICK KELLY","STEVEN O'MARA","HAROLD HACKER","MAUREEN EHRENBERG","JOSEPH BELSAN","WILLIAM SCHUCH","ERIC WYLIE","JIM COATES","THOMAS J PHILLIPS"],"Title":["TRUSTEE","MANAGING DIRECTOR/TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","FUND ADMINISTRATOR","ASST TRAINING DIRECTOR"],"Hours":[0.2,1.5,0.2,0.2,0.2,0.2,0.2,0.2,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,209018,187972],"Direct compensation":[0,0,0,0,0,0,0,0,161061,140847],"Other compensation":[0,0,0,0,0,0,0,0,47957,47125]},"Basic":{"value":null,"mission":"To provide educational assistance to eligible participants","year":2018,"name":"INT'L UNION OF OPERATING ENGINEERS LOCAL 399 EDUCATIONAL TRAINING FUND","phone":3123729870,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"PATRICK KELLY","year_formation":1994,"state_legal_domicile":"IL","total_volunteers":0,"tax_period_begin":"2018-01-01T00:00:00","tax_period_end":"2018-12-31T00:00:00","address":"2260 S GROVE STREET, CHICAGO, IL, 60616, USA","city":"CHICAGO","state":"IL","country":"USA","zip_code":60616},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":9,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":9,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":4362085,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":4202735,"Total revenue":{"value":4202735,"EMPLOYER CONTRIBUTIONS":3692578,"EDUCATION REVENUE AND":510157},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":156755,"Investment income total":156755,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":2595,"Other total":2595,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":2397394,"Grant expense":{"value":102280,"Grants to domestic orgs":0,"Grants to domestic individuals":102280,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":712310,"Current officers":208164,"Disqualified persons":0,"Other salaries and wages":318567,"Pension plan contributions":96277,"Other employee benefits":54344,"Payroll taxes":34958},"Other expenses":{"value":1582804,"Management services":0,"Legal":21532,"Accounting":53067,"Lobbying services":0,"Investment management fees":10000,"Other services":40746,"Advertising":4074,"Office expenses":40055,"Information technology":32403,"Royalties":0,"Occupancy":342473,"Travel":2458,"Conferences and meetings":7639,"Interest":0,"Payments to affiliates":17233,"Depreciation and depletion":146893,"Insurance":52761,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":799935,"TRITON COLLEGE EXPENSES":519884,"BOOKS":183748,"TRAINING SUPPLIES AND E":53708,"REIMBURSEMENT TO IUOE":42595},"All other expenses":11535},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":15499676,"Non-interest bearing cash":650,"Savings and temp cash investments":8645424,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":1122945,"Investments publicly traded":5730657,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":15499676,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.4504018147285071,"percentile":0.9032822403911077},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":6.465218483069533,"percentile":0.8429597157303205},"Officer Compensation Ratio":{"score":0.1655923056452131,"percentile":0.37807679139966016},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.12021027794856343,"percentile":0.8043714589438361},"Asset Growth":{"score":0.15709741628363308,"percentile":0.793003978045473},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.7256235789767086,"percentile":0.8874484214509168}},"source_xml":"201911239349301761_public.xml"},{"Organization":{"value":null,"Person":["RYAN EGAN","PATRICK KELLY","STEVEN O'MARA","MAUREEN EHRENBERG","JOSEPH BELSAN","WILLIAM SCHUCH","ERIC WYLIE","BRIAN STAUNTON","JIM COATES","KEVIN NOLAN","BRIAN OKANE"],"Title":["TRUSTEE","MANAGING DIRECTOR/TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","FUND ADMINISTRATOR","INSTRUCTOR","INSTRUCTOR"],"Hours":[0.2,1.5,0.2,0.2,0.2,0.2,0.2,0.2,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,235470,165411,166333],"Direct compensation":[0,0,0,0,0,0,0,0,181191,113939,115096],"Other compensation":[0,0,0,0,0,0,0,0,54279,51472,51237]},"Basic":{"value":null,"mission":"To provide educational assistance to eligible participants","year":2023,"name":"INT'L UNION OF OPERATING ENGINEERS LOCAL 399 EDUCATIONAL TRAINING FUND","phone":3123729870,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"PATRICK KELLY","year_formation":1994,"state_legal_domicile":"IL","total_volunteers":0,"tax_period_begin":"2023-01-01T00:00:00","tax_period_end":"2023-12-31T00:00:00","address":"2260 S GROVE STREET, CHICAGO, IL, 60616, USA","city":"CHICAGO","state":"IL","country":"USA","zip_code":60616},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":13,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":13,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":7106566,"Contributions":{"value":443990,"Other contributions":443990,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":5848863,"Total revenue":{"value":5848863,"EMPLOYER CONTRIBUTIONS":4851785,"EDUCATION REVENUE AND":997078},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":778934,"Investment income total":778934,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":34779,"Other total":34779,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":4828052,"Grant expense":{"value":150866,"Grants to domestic orgs":0,"Grants to domestic individuals":150866,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":982974,"Current officers":233646,"Disqualified persons":0,"Other salaries and wages":452285,"Pension plan contributions":149942,"Other employee benefits":97806,"Payroll taxes":49295},"Other expenses":{"value":3694212,"Management services":0,"Legal":33268,"Accounting":25965,"Lobbying services":0,"Investment management fees":18750,"Other services":0,"Advertising":8026,"Office expenses":66937,"Information technology":86550,"Royalties":0,"Occupancy":948316,"Travel":2875,"Conferences and meetings":3873,"Interest":0,"Payments to affiliates":426504,"Depreciation and depletion":427713,"Insurance":53694,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1518671,"TRITON COLLEGE EXPENSES":673930,"BUILDING EXPENSES":451488,"BOOKS":324133,"TRAINING SUPPLIES AND E":69120},"All other expenses":73070},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":27195926,"Non-interest bearing cash":650,"Savings and temp cash investments":6222214,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":4363847,"Investments publicly traded":16607876,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1339},"Liabilities":{"value":13,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":13},"Fund balance":{"value":27195913,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.3206209581392757,"percentile":0.8473784406927781},"Liabilities to Assets Ratio":{"score":4.780127729425356e-07,"percentile":0.5894355106983726},"Operating Reserve Ratio":{"score":5.632898320067803,"percentile":0.8240195187842835},"Officer Compensation Ratio":{"score":0.11748299314091895,"percentile":0.4972501241729738},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.10228960796234031,"percentile":0.7690362783889921},"Asset Growth":{"score":0.13034379501037754,"percentile":0.748366265030516},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6895604146063226,"percentile":0.8306655710172601}},"source_xml":"202423199349313152_public.xml"},{"Organization":{"value":null,"Person":["JOSEPH BELSAN","RYAN EGAN","PATRICK KELLY","STEVEN O'MARA","HAROLD HACKER","MAUREEN EHRENBERG","ARNOLD KARR","WILLIAM SCHUCH","JIM COATES","THOMAS J PHILLIPS"],"Title":["TRUSTEE","TRUSTEE","DIRECTOR/TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRAINING DIRECTOR","ASSISTANT TRAINING DIRECTOR"],"Hours":[0.2,0.2,4.4,0.2,0.2,0.2,0.2,0.2,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,175160,142774],"Direct compensation":[0,0,0,0,0,0,0,0,140897,110656],"Other compensation":[0,0,0,0,0,0,0,0,34263,32118]},"Basic":{"value":null,"mission":"To provide educational assistance to eligible participants","year":2013,"name":"INT'L UNION OF OPERATING ENGINEERS LOCAL 399 EDUCATIONAL TRAINING FUND","phone":3123729870,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"PATRICK KELLY","year_formation":1994,"state_legal_domicile":"IL","total_volunteers":0,"tax_period_begin":"2013-01-01T00:00:00","tax_period_end":"2013-12-31T00:00:00","address":"2260 S GROVE STREET, CHICAGO, IL, 60616, USA","city":"CHICAGO","state":"IL","country":"USA","zip_code":60616},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":11,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":11,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":2262966,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":2239343,"Total revenue":{"value":2239343,"EMPLOYERS' CONTRIBUTIO":1970945,"EDUCATION REVENUES AND":268398},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":18201,"Investment income total":18201,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":5422,"Other total":5422,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":1749242,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":510636,"Benefits paid to members Total":510636},"Salaries":{"value":542313,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":388615,"Pension plan contributions":69121,"Other employee benefits":55935,"Payroll taxes":28642},"Other expenses":{"value":696293,"Management services":0,"Legal":22569,"Accounting":36158,"Lobbying services":0,"Investment management fees":0,"Other services":37727,"Advertising":4651,"Office expenses":31220,"Information technology":17101,"Royalties":0,"Occupancy":302987,"Travel":2347,"Conferences and meetings":6790,"Interest":0,"Payments to affiliates":15817,"Depreciation and depletion":103336,"Insurance":21259,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":94331,"REIMBURSEMENTS TO IUOE":90085,"SERVICE CHARGES AND FEE":4246},"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":7311474,"Non-interest bearing cash":82124,"Savings and temp cash investments":3349843,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":838604,"Investments publicly traded":3040903,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":0,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":7311474,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.2270135742207351,"percentile":0.7817662414843115},"Liabilities to Assets Ratio":{"score":0.0,"percentile":0.9977938754541298},"Operating Reserve Ratio":{"score":4.179795591461902,"percentile":0.7765165485476812},"Officer Compensation Ratio":{"score":0.18175529743740432,"percentile":0.3462430899022098},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6766532899903916,"percentile":0.8036930371133572}},"source_xml":"201442109349301029_public.xml"},{"Organization":{"value":null,"Person":["RYAN EGAN","PATRICK KELLY","STEVEN O'MARA","MAUREEN EHRENBERG","JOSEPH BELSAN","WILLIAM SCHUCH","ERIC WYLIE","BRIAN STAUNTON","JIM COATES","KEVIN NOLAN","BRIAN OKANE"],"Title":["TRUSTEE","MANAGING DIRECTOR/TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","FUND ADMINISTRATOR","INSTRUCTOR","INSTRUCTOR"],"Hours":[0.2,1.5,0.2,0.2,0.2,0.2,0.2,0.2,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,244932,184507,192328],"Direct compensation":[0,0,0,0,0,0,0,0,188155,130251,137688],"Other compensation":[0,0,0,0,0,0,0,0,56777,54256,54640]},"Basic":{"value":null,"mission":"To provide educational assistance to eligible participants","year":2024,"name":"INT'L UNION OF OPERATING ENGINEERS LOCAL 399 EDUCATIONAL TRAINING FUND","phone":3123729870,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"PATRICK KELLY","year_formation":1994,"state_legal_domicile":"IL","total_volunteers":0,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"2260 S GROVE STREET, CHICAGO, IL, 60616, USA","city":"CHICAGO","state":"IL","country":"USA","zip_code":60616},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":17,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":17,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":8220164,"Contributions":{"value":205090,"Other contributions":205090,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":6978924,"Total revenue":{"value":6978924,"EMPLOYER CONTRIBUTIONS":5742306,"EDUCATION REVENUE AND FEES":1236618},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1035776,"Investment income total":1035776,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":374,"Other total":374,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":5138220,"Grant expense":{"value":219466,"Grants to domestic orgs":0,"Grants to domestic individuals":219466,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":1101262,"Current officers":243307,"Disqualified persons":0,"Other salaries and wages":524395,"Pension plan contributions":170471,"Other employee benefits":108622,"Payroll taxes":54467},"Other expenses":{"value":3817492,"Management services":0,"Legal":5888,"Accounting":17686,"Lobbying services":0,"Investment management fees":15000,"Other services":0,"Advertising":6119,"Office expenses":93716,"Information technology":149141,"Royalties":0,"Occupancy":875934,"Travel":1291,"Conferences and meetings":2021,"Interest":0,"Payments to affiliates":348716,"Depreciation and depletion":442202,"Insurance":86385,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1699521,"TRITON COLLEGE EXPENSES":857054,"BUILDING EXPENSES":451729,"BOOKS":307955,"TRAINING SUPPLIES AND E":82783},"All other expenses":73872},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":30803774,"Non-interest bearing cash":650,"Savings and temp cash investments":511918,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":4109721,"Investments publicly traded":26180077,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1408},"Liabilities":{"value":13,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":13},"Fund balance":{"value":30803761,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.37492487984424644,"percentile":0.8743196773214632},"Liabilities to Assets Ratio":{"score":4.2202621016502716e-07,"percentile":0.589441451052303},"Operating Reserve Ratio":{"score":5.99502823935137,"percentile":0.8328169564285135},"Officer Compensation Ratio":{"score":0.12100824799249546,"percentile":0.4870457186086571},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.10031197526176944,"percentile":0.7645940438164974},"Asset Growth":{"score":0.12278546618799277,"percentile":0.7337560806845973},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6931669722724468,"percentile":0.8370938786088986}},"source_xml":"202503119349304165_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["RYAN EGAN","PATRICK KELLY","STEVEN O'MARA","MAUREEN EHRENBERG","JOSEPH BELSAN","WILLIAM SCHUCH","ERIC WYLIE","BRIAN STAUNTON","JIM COATES","KEVIN NOLAN","BRIAN OKANE"],"Title":["TRUSTEE","MANAGING DIRECTOR/TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","TRUSTEE","FUND ADMINISTRATOR","INSTRUCTOR","INSTRUCTOR"],"Hours":[0.2,1.5,0.2,0.2,0.2,0.2,0.2,0.2,40.0,40.0,40.0],"Total Compensation":[0,0,0,0,0,0,0,0,244932,184507,192328],"Direct compensation":[0,0,0,0,0,0,0,0,188155,130251,137688],"Other compensation":[0,0,0,0,0,0,0,0,56777,54256,54640]},"Basic":{"value":null,"mission":"To provide educational assistance to eligible participants","year":2024,"name":"INT'L UNION OF OPERATING ENGINEERS LOCAL 399 EDUCATIONAL TRAINING FUND","phone":3123729870,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"PATRICK KELLY","year_formation":1994,"state_legal_domicile":"IL","total_volunteers":0,"tax_period_begin":"2024-01-01T00:00:00","tax_period_end":"2024-12-31T00:00:00","address":"2260 S GROVE STREET, CHICAGO, IL, 60616, USA","city":"CHICAGO","state":"IL","country":"USA","zip_code":60616},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":8,"Number of independent voting members":8,"Number of employees total":17,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":17,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":8220164,"Contributions":{"value":205090,"Other contributions":205090,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":6978924,"Total revenue":{"value":6978924,"EMPLOYER CONTRIBUTIONS":5742306,"EDUCATION REVENUE AND FEES":1236618},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1035776,"Investment income total":1035776,"Net investment gain":0,"Income from invest bond proceeds":0},"Other revenues":{"value":374,"Other total":374,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":5138220,"Grant expense":{"value":219466,"Grants to domestic orgs":0,"Grants to domestic individuals":219466,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":0,"Benefits paid to members Total":0},"Salaries":{"value":1101262,"Current officers":243307,"Disqualified persons":0,"Other salaries and wages":524395,"Pension plan contributions":170471,"Other employee benefits":108622,"Payroll taxes":54467},"Other expenses":{"value":3817492,"Management services":0,"Legal":5888,"Accounting":17686,"Lobbying services":0,"Investment management fees":15000,"Other services":0,"Advertising":6119,"Office expenses":93716,"Information technology":149141,"Royalties":0,"Occupancy":875934,"Travel":1291,"Conferences and meetings":2021,"Interest":0,"Payments to affiliates":348716,"Depreciation and depletion":442202,"Insurance":86385,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":{"value":1699521,"TRITON COLLEGE EXPENSES":857054,"BUILDING EXPENSES":451729,"BOOKS":307955,"TRAINING SUPPLIES AND E":82783},"All other expenses":73872},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":30803774,"Non-interest bearing cash":650,"Savings and temp cash investments":511918,"Pledges and grants receivable":0,"Accounts receivable":0,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":0,"Land, building, equipment":4109721,"Investments publicly traded":26180077,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":1408},"Liabilities":{"value":13,"Sum of Total Liabilities":0,"Accounts payable, accrued":0,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":13},"Fund balance":{"value":30803761,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.37492487984424644,"percentile":0.8743196773214632},"Liabilities to Assets Ratio":{"score":4.2202621016502716e-07,"percentile":0.589441451052303},"Operating Reserve Ratio":{"score":5.99502823935137,"percentile":0.8328169564285135},"Officer Compensation Ratio":{"score":0.12100824799249546,"percentile":0.4870457186086571},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.10031197526176944,"percentile":0.7645940438164974},"Asset Growth":{"score":0.12278546618799277,"percentile":0.7337560806845973},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.6931669722724468,"percentile":0.8370938786088986}},"source_xml":"202503119349304165_public.xml"},"sector":"","donation_categories":[],"zakat_policy":null},"error":null}