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Operating Engineers 520 Vacation Fund FY2023 filing

Not tax-deductible

O Fallon, ILMutual-benefit / member-servingMutual / membership EIN 37-6149098Revenue $13K in FY2023Latest return filed Nov 14, 2025

On file with the IRSO Fallon, ILTax-exempt since Jan 1980

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To provide Vacation benefits per collective bargaining agreement.

Form 990 Part I, line 1, FY2023. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 37-6149098) · Dispute this line
Mission: Form 990 Part I, line 1

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
The IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $127 a year · 1% of revenue · last 5 filings
A surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Cash reserves
274.7 mo
of spending, in cash
274.7 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$399K
97% of total assets
Liabilities are 97% of assets.
Pt X · Ln 26
Independent board members
6
of 6 voting members
6 of 6 voting members are independent.
Pt VI · Ln 1a–1b
In line with peersDifferent from peersFar from peersNo peer rangeNo data yetTap a box for the reason.
Revenue
$13K
+9% vs prior year
Spent
$13K
Net assets
$12K
By yearFY2020–FY2024
Revenue
$13K
FY2023▲ +9%
Tap a bar for its year
Revenue by fiscal year
FY2020$10K
FY2021$11K
FY2022$12K
FY2023$13K
FY2024$16K
Expenses
$13K
FY2023▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2020$12K
FY2021$12K
FY2022$12K
FY2023$13K
FY2024$13K
Net assets
$12K
FY2023▲ +3%
Tap a bar for its year
Net assets by fiscal year
FY2020$13K
FY2021$12K
FY2022$12K
FY2023$12K
FY2024$15K

From the FY2023 Form 990 · see the original

990 PDF Support Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1980.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Mark Johnson
Chairman
$0Pt VII · Sec A
$0Pt VII · Sec A
Julie Visintine
Administrative Mgr.
$0Pt VII · Sec A
See Operating Engineers 520 Vacation Fund executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers vacation benefits as outlined in collective bargaining agreements.

Questions for Operating Engineers 520 Vacation Fund

Tap to ask. Operating Engineers 520 Vacation Fund sees how many people are interested.

Your first name shows with your question. Operating Engineers 520 Vacation Fund answers here, for everyone.

1 program · in their own filed words · FY2023
01

Provide vacation benefits to members

Form 990 Part III, line 4, FY2023. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 37-6149098) · Dispute this line
Pt IX · Ln 25 · col B

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$13K
Ln 12
Fees for servicesLn 2g$13K
Investment incomeLn 3$181
Money outPt IX
$13K
Ln 25
Owns and owesPt X
$12K
net assets · Ln 32
Cash and savingsLn 1–2$295K
Total assetsLn 16$411K
LiabilitiesLn 26$399K
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$13K
Investment incomeLn 3$181
Total revenueLn 12$13K
Assets in detailPt X, end of year
CashLn 1$102K
SavingsLn 2$194K
Cash and savings togetherLn 1–2$295K
Accounts receivableLn 4$115K
Prepaid expenses and deferred chargesLn 9$836
Total assetsLn 16$411K
LiabilitiesLn 26$399K
Net assetsLn 32$12K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$267K$295K
Total assetsLn 16$366K$411K
LiabilitiesLn 26$354K$399K
Net assetsLn 32$12K$12K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Legal feesLn 11b$750
Accounting feesLn 11c$8K
InsuranceLn 23$2K
Other expenses (24a–d)Ln 24$2K
Total functional expensesLn 25$13K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 14, 2025 $16K$13K$3K$15K 990 PDF
FY2023 ViewingFiled with the IRS Nov 14, 2024 $13K$13K$390$12K 990 PDF
FY2022Filed with the IRS Nov 9, 2023 $12K$12K$105$12K 990 PDF
FY2021Filed with the IRS Nov 15, 2022 $11K$12K−$1K$12K 990 PDF
FY2020Filed with the IRS Nov 8, 2021 $10K$12K−$1K$13K 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2023 990
Part I · Summary $13,291 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $12,066$13,110
I-10 Investment incomePrior year $177$181
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $12,243$13,291
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $12,138$12,901
I-18 Total expensesPrior year $12,138$12,901
I-19 Revenue less expensesPrior year $105$390
Part VI · Governance 6 of 6 board members independent, no flags
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $13,291 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $13,110$13,110
VIII-3 Investment incomeRelated to mission $181$181
VIII-12 Total revenueRelated to mission $13,291 · Unrelated business $0 · Excluded from tax $0$13,291
Part IX · Statement of functional expenses $12,901 across 4 lines filed
IX-11b Legal fees$750
IX-11c Accounting fees$8,000
IX-23 Insurance$2,351
IX-24 Other expenses (24a–d)$1,800
IX-25 Total functional expenses$12,901
Part X · Balance sheet $411,414 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $109,571$101,624
X-2 Savings and temporary cash investmentsStart of year $157,212$193,681
X-4 Accounts receivableStart of year $98,331$115,273
X-9 Prepaid expenses and deferred chargesStart of year $893$836
X-16 Total assetsStart of year $366,007$411,414
X-17 Accounts payable and accrued expensesStart of year $16,315$17,300
X-19 Deferred revenueStart of year $337,653$381,685
X-26 Total liabilitiesStart of year $353,968$398,985
X-29 Capital stock or trust principalStart of year $0$0
X-30 Paid-in or capital surplusStart of year $0$0
X-31 Retained earnings or endowmentStart of year $12,039$12,429
X-32 Total net assets or fund balancesStart of year $12,039$12,429
X-33 Total liabilities and net assetsStart of year $366,007$411,414
Part XI · Reconciliation of net assets $12,429 net assets at year end
XI-1 Total revenue$13,291
XI-2 Total expenses$12,901
XI-3 Revenue less expenses$390
XI-4 Net assets at start of year$12,039
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$12,429

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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