Operating Engineers Journeyman & Apprentice Trng Tr Southern Ca FY2020 filing

Not tax-deductible

City Industry, CA501(c)(5)Since 1964Mutual / membership EIN 95-6105499Revenue $18.6M in FY2020Latest return filed May 1, 2026

On file with the IRSoett.netCity Industry, CATax-exempt since Sep 1965

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501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
$203K paid to officers and key staff.
Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
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
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $3.8M a year · 19% of revenue · last 6 filings
A surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Pay to officers and key staff
$203K
to officers and key staff · 1% of spending
Pay to officers and key staff is 1% of spending.
Part VII, Section A
2.0 mo
of spending, in cash
Plus $11.0M in investments, Pt X · Ln 11–13
2.0 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$943K
4% of total assets
Liabilities are 4% of assets.
Pt X · Ln 26
Independent board members
13
of 13 voting members
13 of 13 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$18.6M
Spent
$14.7M
Net assets
$25.9M
By yearFY2020–FY2025
Revenue
$18.6M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$18.6M
FY2021$19.4M
FY2022$19.9M
FY2023$19.8M
FY2024$21.2M
FY2025$22.2M
Expenses
$14.7M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$14.7M
FY2021$14.7M
FY2022$15.6M
FY2023$16.8M
FY2024$18.3M
FY2025$18.3M
Net assets
$25.9M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$25.9M
FY2021$30.4M
FY2022$34.1M
FY2023$37.3M
FY2024$40.7M
FY2025$44.9M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 1965.

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

Who runs it and what they're paid

21 people listed on the 990; $203K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Director of Training
$203,057Pt VII · Sec A
Assistant Fund Manager - Past
$0Pt VII · Sec A
Chief Financial Officer
$0Pt VII · Sec A
Assistant Fund Manager
$0Pt VII · Sec A
Chief Information Ofcr - Past
$0Pt VII · Sec A
Chief Information Officer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Employee Id 03493$218,774$207,095————
Larry Hopkins——$200,508$196,468$194,908$203,057

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Operating Engineers Journeyman & Apprentice Trng Tr Southern Ca 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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Operating Engineers Journeyman & Apprentice Trng Tr Southern Ca is a member-serving organization based in City Industry, CA, formed in 1964.

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1 program · in their own filed words · FY2019
01

See schedule o

Form 990 Part III, line 4, FY2019. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 95-6105499) · Dispute this line
Pt IX · Ln 25 · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$18.6M
Ln 12
Fees for servicesLn 2g$18.1M
Investment incomeLn 3$339K
Other incomeLn 4–11$172K
Money outPt IX
$14.7M
Ln 25
Owns and owesPt X
$25.9M
net assets · Ln 32
Cash and savingsLn 1–2$2.4M
Total assetsLn 16$26.8M
LiabilitiesLn 26$943K
PeoplePt VI, VII
21
listed · VII A
PaidVII A1
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$18.1M
Investment incomeLn 3$339K
Other incomeLn 4–11$172K
Gains on assetsLn 7$106K
Total revenueLn 12$18.6M
Assets in detailPt X, end of year
SavingsLn 2$2.4M
Cash and savings togetherLn 1–2$2.4M
Accounts receivableLn 4$2.0M
Prepaid expenses and deferred chargesLn 9$16K
Land, buildings, equipmentLn 10c$11.4M
InvestmentsLn 11–13$11.0M
Total assetsLn 16$26.8M
LiabilitiesLn 26$943K
Net assetsLn 32$25.9M
OperationsPt I, VI
EmployeesI 577
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1.6M$2.4M
InvestmentsLn 11–13$6.9M$11.0M
Land, buildings, equipmentLn 10c$11.7M$11.4M
Total assetsLn 16$22.3M$26.8M
LiabilitiesLn 26$412K$943K
Net assetsLn 32$21.9M$25.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of officers and key staff (Part IX, line 5)Ln 5$255K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$5.6M
Pension plan contributionsLn 8$1.3M
Other employee benefitsLn 9$813K
Payroll taxesLn 10$439K
Management feesLn 11a$0
Legal feesLn 11b$54K
Accounting feesLn 11c$41K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$18K
Other fees for servicesLn 11g$28K
Advertising and promotionLn 12$7K
Office expensesLn 13$491K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$502K
TravelLn 17$249K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$42K
InterestLn 20$418
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$1.8M
InsuranceLn 23$533K
Other expenses (24a–d)Ln 24$1.9M
All other expensesLn 24e$593K
Total functional expensesLn 25$14.7M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 1, 2026 $22.2M$18.3M$3.9M$44.9M 990 PDF
FY2024Filed with the IRS May 7, 2025 $21.2M$18.3M$3.0M$40.7M 990 PDF
FY2023Filed with the IRS May 9, 2024 $19.8M$16.8M$3.0M$37.3M 990 PDF
FY2022Filed with the IRS May 9, 2023 $19.9M$15.6M$4.4M$34.1M 990 PDF
FY2021Filed with the IRS May 11, 2022 $19.4M$14.7M$4.7M$30.4M 990 PDF
FY2020 ViewingFiled with the IRS May 11, 2021 $18.6M$14.7M$3.9M$25.9M 990 PDF

Schedules filed Part IV

A · Public support I · Grants J · Pay O · Explanations
See the full FY2020 990
Part I · Summary $18,649,277 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $17,077,637$18,137,405
I-10 Investment incomePrior year $440,975$339,468
I-11 Other revenuePrior year $185,912$172,404
I-12 Total revenuePrior year $17,704,524$18,649,277
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 $8,190,654$8,431,769
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $5,564,047$6,284,780
I-18 Total expensesPrior year $13,754,701$14,716,549
I-19 Revenue less expensesPrior year $3,949,823$3,932,728
Part VI · Governance 13 of 13 board members independent, 2 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
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 $18,649,277 across 9 lines filed
Lines not itemized here account for $1,025 of total revenue; see the IRS return.
VIII-1h Total contributions, gifts and grants$0
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $18,137,405$18,137,405
VIII-3 Investment incomeExcluded from tax $233,243$233,243
VIII-5 Royalties$0
VIII-6 Net rental income or lossExcluded from tax $20,000$20,000
VIII-7 Net gain or loss on sales of assetsExcluded from tax $106,225$106,225
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $151,379$151,379
VIII-12 Total revenueRelated to mission $18,289,809 · Excluded from tax $359,468$18,649,277
Part IX · Statement of functional expenses $14,716,549 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of officers and key staff (Part IX, line 5)$254,598
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$5,594,358
IX-8 Pension plan contributions$1,330,830
IX-9 Other employee benefits$813,068
IX-10 Payroll taxes$438,915
IX-11a Management fees$0
IX-11b Legal fees$53,968
IX-11c Accounting fees$40,855
IX-11d Lobbying fees$0
IX-11f Investment management fees$18,256
IX-11g Other fees for services$28,055
IX-12 Advertising and promotion$6,526
IX-13 Office expenses$490,595
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$502,066
IX-17 Travel$248,672
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$41,733
IX-20 Interest$418
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$1,821,859
IX-23 Insurance$533,116
IX-24 Other expenses (24a–d)$1,905,202
IX-24e All other expenses$593,459
IX-25 Total functional expenses$14,716,549
Part X · Balance sheet $26,800,901 assets, 31 lines filed
X-1 Cash, non-interest-bearingStart of year $0$0
X-2 Savings and temporary cash investmentsStart of year $1,555,832$2,394,081
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $2,033,541$2,043,676
X-5 Loans to officers and key peopleStart of year $0$0
X-6 Loans to other insidersStart of year $0$0
X-7 Notes and loans receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $10,947$15,748
X-10c Land, buildings and equipment, netStart of year $11,717,007$11,376,244
X-11 Publicly traded securitiesStart of year $6,946,792$10,971,152
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$0
X-16 Total assetsStart of year $22,264,119$26,800,901
X-17 Accounts payable and accrued expensesStart of year $380,078$863,628
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-21 Escrow or custodial accountsStart of year $0$0
X-22 Loans from officers and insidersStart of year $0$0
X-23 Secured mortgages and notes payableStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $32,371$79,773
X-26 Total liabilitiesStart of year $412,449$943,401
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 $21,851,670$25,857,500
X-32 Total net assets or fund balancesStart of year $21,851,670$25,857,500
X-33 Total liabilities and net assetsStart of year $22,264,119$26,800,901
Part XI · Reconciliation of net assets $25,857,500 net assets at year end
XI-1 Total revenue$18,649,277
XI-2 Total expenses$14,716,549
XI-3 Revenue less expenses$3,932,728
XI-4 Net assets at start of year$21,851,670
XI-5 Net unrealized gains (losses) on investments$73,102
XI-6 Donated services and use of facilities$0
XI-7 Investment expenses$0
XI-8 Prior period adjustments$0
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$25,857,500

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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