2025-05-06T12:44:19-05:00 2024-06-30 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE BETHESDA MD 20814 990 2023-07-01 226033379 OPERATING ENGINEERS LOCAL NO 825 APPRENTICESHIP TRAINING & RETRAINING FD OPER 9739211661 65 SPRINGFIELD AVENUE SECOND FLOOR SPRINGFIELD NJ 07081 SHERRY VISO FUND ADMINISTRATOR 9739211661 2025-05-06 1 1 ERIN CRANMER P01712644 2023319880 2025-05-06 2023 2025-03-06 01:10:19Z SHERRY VISO 65 SPRINGFIELD AVENUE SECOND FLOOR SPRINGFIELD NJ 07081 28221354 0 X N/A X 1966 NJ TO PROVIDE TRAINING TO APPRENTICES AND PARTICIPANTS 8 7 41 8 0 0 149935 81692 11227724 11132383 162803 340842 202288 301393 11742750 11856310 0 0 237160 251560 6214215 6420157 0 0 0 4093094 4064960 10544469 10736677 1198281 1119633 22842709 24335341 573190 837214 22269519 23498127 TO PROVIDE TRAINING TO APPRENTICES AND PARTICIPANTS. 0 0 8203308 11100835 TRAINING PROGRAMS FOR APPRENTICES AND PARTICIPANTS. 8203308 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 173 0 1 41 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 1 0 0 0 X THE ORGANIZATION 9739211661 65 SPRINGFIELD AVENUE SECOND FLOOR SPRINGFIELD NJ 07081 GREGORY LALEVEE UNION TRUSTEE, CO-CHAIRMAN 1.00 2.00 X 0 0 0 JOSEPH GRACE JR UNION TRUSTEE 9.00 2.00 X 27122 0 2580 ALEX KOLBASOWSKI UNION TRUSTEE 1.00 2.00 X 0 0 0 JOHN WOOD UNION TRUSTEE 1.00 2.00 X 0 0 0 ROSS J PEPE EMPLOYER TRUSTEE, CO-CHAIR 1.00 2.00 X 0 0 0 DAVID MURAWSKI EMPLOYER TRUSTEE 1.00 2.00 X 0 0 0 ARTHUR CORWIN EMPLOYER TRUSTEE 1.00 2.00 X 0 0 0 JACK KOCSIS JR EMPLOYER TRUSTEE 1.00 2.00 X 0 0 0 CHRISTINE MEDICH ADMINISTRATOR 1.00 39.00 X 0 253949 65425 WILLIAM VACCARO DIRECTOR OF TRAINING 40.00 X 212692 0 68973 SHANA GRACE TRAINING COORDINATOR 40.00 X 186602 0 67786 CHRISTOPHER SZPILA SITE COORDINATOR 40.00 X 204061 0 68310 CRAIG BOYD INSTRUCTOR 40.00 X 173711 0 65326 VICTOR GRIGORIEW INSTRUCTOR 40.00 X 161476 0 64450 965664 253949 402850 11 0 1 0 0 81692 81692 EMPLOYER CONTRIBUTIONS 900099 11100835 11100835 RENTAL INCOME FROM AFFILIATES 900099 31548 31548 11132383 294211 294211 23388 0 23388 23388 23388 16250783 160892 16362944 2100 -112161 158792 46631 46631 REIMB. FOR SHARED PAYROLL/BENEFIT 900099 255804 255804 INTEREST ON DELINQUENT ACCOUNTS 900099 12198 12198 SETTLEMENT INCOME 900099 10003 10003 278005 11856310 11100835 0 673783 251560 251560 281665 281665 4129509 3075915 1053594 1063758 779928 283830 595337 445571 149766 349888 260618 89270 74958 74958 16524 16524 14195 14195 95584 33736 61848 292436 138672 153764 31535 31535 36864 36864 876 876 31184 31184 1520455 1155149 365306 226022 226022 APPRENCTICESHIP FUEL 496619 496619 HEAVY EQUIPMENT EXPENSE 452089 452089 REAL ESTATE TAXES 312861 312861 TRAINING MATERIALS AND 257384 257384 205374 205374 10736677 8203308 2533369 0 1363039 942642 1607146 1670470 29910 32289 30207276 15685141 14498179 14522135 5344435 6141299 1026506 0 0 22842709 24335341 508838 781534 7887 7887 56465 47793 573190 837214 X 0 0 0 0 0 0 22269519 23498127 22842709 24335341 1119633 108975 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3001686 3001686 9383321 2168498 7214823 1200267 945659 254608 16622002 12570984 4051018 14522135 DUE TO OPERATING ENGINEEERS LOCAL 825 356 DUE TO OPERATING ENGINEEERS LOCAL 825 WELFARE FUND 47430 DUE TO OPERATING ENGINEEERS LOCAL 825 PENSION FUND 7 47793 X 11951091 108975 108975 11842116 14194 14194 11856310 10722483 0 10722483 14194 14194 10736677 PART X, LINE 2: THE FUND ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S CONSOLIDATED FINANCIAL STATEMENTS AND PRESCRIBED A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FUND PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2024 AND 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF JUNE 30, 2024, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2020 THROUGH 2022 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE FUND FILES RETURNS. 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 NONDISCRIMINATORY POLICIES ARE PUBLICIZED ON THE ORGANIZATION'S WEBSITE, AS WELL AS THRU OTHER COMMUNICATIONS TO POTENTIAL APPLICANTS THROUGHOUT THE YEAR AND DURING THE PERIODS WHEN ENROLLMENT IS OPEN. SCHEDULE E, PART I, LINE 4 CONTRIBUTIONS ARE NOT SOLICITED. SCHEDULE E, PART I, LINE 6 THE FUND RECEIVES VARIOUS GRANTS, FROM TIME TO TIME, FOR THE TRAINING AND EDUCATION OF PARTICIPANTS IN THE TRADE AS AN OPERATING ENGINEER. THESE GRANTS OFFER REIMBURSEMENT FOR EXPENSES INCURRED IN TRAINING ACTIVITIES COVERED BY THE GRANT WHICH INCLUDE INSTRUCTION, INSTRUCTION MATERIALS AND ITEMS RELATED TO THE TRAINING PROGRAM. 0 0 0 0 0 0 0 0 0 CHRISTINE MEDICH ADMINISTRATOR 0 243307 0 0 0 10642 0 40438 0 24987 0 319374 0 0 WILLIAM VACCARO DIRECTOR OF TRAINING 204757 0 0 0 7935 0 44706 0 24267 0 281665 0 0 0 CHRISTOPHER SZPILA SITE COORDINATOR 193825 0 0 0 10236 0 44267 0 24043 0 272371 0 0 0 SHANA GRACE TRAINING COORDINATOR 175213 0 0 0 11389 0 42435 0 25351 0 254388 0 0 0 CRAIG BOYD INSTRUCTOR 162900 0 0 0 10811 0 41283 0 24043 0 239037 0 0 0 VICTOR GRIGORIEW INSTRUCTOR 154246 0 0 0 7230 0 40407 0 24043 0 225926 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PLAN ADMINISTRATOR PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES ARE RESPONSIBLE FOR THE SELECTION OF THE AUDITOR AND OVERSIGHT OF THE AUDIT. THIS HAS NOT CHANGED SINCE LAST YEAR. OPERATING ENGINEERS LOCAL NO 825 WELFARE FUND 65 SPRINGFIELD AVENUE SPRINGFIELD NJ 07081 226033381 WELFARE BENEFITS NJ 501(C)9 0 OPERATING ENGINEERS LOCAL NO 825 PENSION FUND 65 SPRINGFIELD AVENUE SPRINGFIELD NJ 07081 226033380 DEFINED PENSION BENEFITS NJ 401(A) 0 OPERATING ENGINEERS LOCAL NO 825 OUT-OF-WORK FUND 65 SPRINGFIELD AVENUE SPRINGFIELD NJ 07081 236033399 OUT OF WORK BENEFITS NJ 501(C)17 0 OPERATING ENGINEERS LOCAL NO 825 PROFIT SHARING FUND 65 SPRINGFIELD AVENUE SPRINGFIELD NJ 07081 222507282 ANNUITY BENEFITS NJ 401(A) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 OPERATING ENGINEERS LOCAL NO 825 WELFARE FUND P 309619