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International Union Of Operating Engineers Lcl 399 Ed Training Fund

  • Chicago, IL
  • Tax-exempt since June 1995
  • EIN: 36-3957585

Organization summary

Type of Nonprofit

Designated as a Labor, agricultural and horticultural organizations that are educational or instructive, including unions, created for the purpose of improving conditions of work, and products of efficiency.

Summary charts: organization finances over time

Revenue
$8.22M (2024)

Expenses
$5.14M (2024)

Total Assets
$30.8M (2024)

Total Liabilities
$13 (2024)

Years with missing data
Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,220,164
Expenses
$5,138,220
Net Income
$3,081,944
Net Assets
$30,803,761
Notable Sources of Revenue Percent of Total Revenue
Contributions $205,090
2.5%
Program Services $6,978,924
84.9%
Investment Income $1,035,776
12.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $374
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $243,307
4.7%
Professional Fundraising Fees $0
Other Salaries and Wages $524,395
10.2%
Assets/Debt
Total Assets $30,803,774
Total Liabilities $13
Net Assets $30,803,761
Compensation
Key Employees and Officers Compensation Related Other
Jim Coates (Fund Administrator) $188,155 $0 $56,777
Brian Okane (Instructor) $137,688 $0 $54,640
Kevin Nolan (Instructor) $130,251 $0 $54,256
Ryan Egan (Trustee) $0 $0 $0
Patrick Kelly (Managing Director/Trustee) $0 $0 $0
Steven O'mara (Trustee) $0 $0 $0
Maureen Ehrenberg (Trustee) $0 $0 $0
Joseph Belsan (Trustee) $0 $0 $0
William Schuch (Trustee) $0 $0 $0
Eric Wylie (Trustee) $0 $0 $0
Brian Staunton (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 7, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,106,566
Expenses
$4,828,052
Net Income
$2,278,514
Net Assets
$27,195,913
Notable Sources of Revenue Percent of Total Revenue
Contributions $443,990
6.2%
Program Services $5,848,863
82.3%
Investment Income $778,934
11.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $34,779
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $233,646
4.8%
Professional Fundraising Fees $0
Other Salaries and Wages $452,285
9.4%
Assets/Debt
Total Assets $27,195,926
Total Liabilities $13
Net Assets $27,195,913
Compensation
Key Employees and Officers Compensation Related Other
Jim Coates (Fund Administrator) $181,191 $0 $54,279
Brian Okane (Instructor) $115,096 $0 $51,237
Kevin Nolan (Instructor) $113,939 $0 $51,472
Ryan Egan (Trustee) $0 $0 $0
Patrick Kelly (Managing Director/Trustee) $0 $0 $0
Steven O'mara (Trustee) $0 $0 $0
Maureen Ehrenberg (Trustee) $0 $0 $0
Joseph Belsan (Trustee) $0 $0 $0
William Schuch (Trustee) $0 $0 $0
Eric Wylie (Trustee) $0 $0 $0
Brian Staunton (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,291,859
Expenses
$4,727,682
Net Income
$1,564,177
Net Assets
$24,208,187
Notable Sources of Revenue Percent of Total Revenue
Contributions $294,525
4.7%
Program Services $5,665,496
90.0%
Investment Income $328,581
5.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,257
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $225,613
4.8%
Professional Fundraising Fees $0
Other Salaries and Wages $440,890
9.3%
Assets/Debt
Total Assets $24,208,590
Total Liabilities $403
Net Assets $24,208,187
Compensation
Key Employees and Officers Compensation Related Other
Jim Coates (Fund Administrator) $175,085 $0 $52,637
Ryan Egan (Trustee) $0 $0 $0
Patrick Kelly (Managing Director/Trustee) $0 $0 $0
Steven O'mara (Trustee) $0 $0 $0
Harold Hacker (Trustee Past) $0 $0 $0
Maureen Ehrenberg (Trustee) $0 $0 $0
Joseph Belsan (Trustee) $0 $0 $0
William Schuch (Trustee) $0 $0 $0
Eric Wylie (Trustee) $0 $0 $0
Brian Staunton (Trustee New) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 9, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,391,960
Expenses
$4,520,357
Net Income
$1,871,603
Net Assets
$23,893,468
Notable Sources of Revenue Percent of Total Revenue
Contributions $358,505
5.6%
Program Services $5,854,189
91.6%
Investment Income $158,639
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $19,927
0.3%
Net Inventory Sales $0
Other Revenue $700
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $219,327
4.9%
Professional Fundraising Fees $0
Other Salaries and Wages $349,329
7.7%
Assets/Debt
Total Assets $23,893,725
Total Liabilities $257
Net Assets $23,893,468
Compensation
Key Employees and Officers Compensation Related Other
Jim Coates (Fund Administrator) $170,339 $0 $51,575
Thomas J Phillips (Asst Training Director) $146,239 $0 $50,696
Ryan Egan (Trustee) $0 $0 $0
Patrick Kelly (Managing Director/Trustee) $0 $0 $0
Steven O'mara (Trustee) $0 $0 $0
Harold Hacker (Trustee) $0 $0 $0
Maureen Ehrenberg (Trustee) $0 $0 $0
Joseph Belsan (Trustee) $0 $0 $0
William Schuch (Trustee) $0 $0 $0
Eric Wylie (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 14, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,941,351
Expenses
$4,034,426
Net Income
$1,906,925
Net Assets
$21,554,443
Notable Sources of Revenue Percent of Total Revenue
Contributions $260,726
4.4%
Program Services $5,396,087
90.8%
Investment Income $237,668
4.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $19,763
0.3%
Net Inventory Sales $0
Other Revenue $27,107
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $224,202
5.6%
Professional Fundraising Fees $0
Other Salaries and Wages $368,011
9.1%
Assets/Debt
Total Assets $21,554,688
Total Liabilities $245
Net Assets $21,554,443
Compensation
Key Employees and Officers Compensation Related Other
Jim Coates (Fund Administrator) $175,177 $0 $50,309
Thomas J Phillips (Asst Training Director) $150,174 $0 $49,406
Ryan Egan (Trustee) $0 $0 $0
Patrick Kelly (Managing Director/Trustee) $0 $0 $0
Steven O'mara (Trustee) $0 $0 $0
Harold Hacker (Trustee) $0 $0 $0
Maureen Ehrenberg (Trustee) $0 $0 $0
Joseph Belsan (Trustee) $0 $0 $0
William Schuch (Trustee) $0 $0 $0
Eric Wylie (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 3, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,362,085
Expenses
$2,397,394
Net Income
$1,964,691
Net Assets
$15,499,676
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,202,735
96.3%
Investment Income $156,755
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $2,595
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $208,164
8.7%
Professional Fundraising Fees $0
Other Salaries and Wages $318,567
13.3%
Assets/Debt
Total Assets $15,499,676
Total Liabilities $0
Net Assets $15,499,676
Compensation
Key Employees and Officers Compensation Related Other
Jim Coates (Fund Administrator) $161,061 $0 $47,957
Thomas J Phillips (Asst Training Director) $140,847 $0 $47,125
Ryan Egan (Trustee) $0 $0 $0
Patrick Kelly (Managing Director/Trustee) $0 $0 $0
Steven O'mara (Trustee) $0 $0 $0
Harold Hacker (Trustee) $0 $0 $0
Maureen Ehrenberg (Trustee) $0 $0 $0
Joseph Belsan (Trustee) $0 $0 $0
William Schuch (Trustee) $0 $0 $0
Eric Wylie (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 3, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,992,476
Expenses
$2,184,885
Net Income
$1,807,591
Net Assets
$13,879,794
Notable Sources of Revenue Percent of Total Revenue
Contributions $13,896
0.3%
Program Services $3,843,189
96.3%
Investment Income $131,664
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,727
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $201,089
9.2%
Professional Fundraising Fees $0
Other Salaries and Wages $311,843
14.3%
Assets/Debt
Total Assets $13,879,794
Total Liabilities $0
Net Assets $13,879,794

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,757,500
Expenses
$2,046,591
Net Income
$1,710,909
Net Assets
$11,590,797
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,618,588
96.3%
Investment Income $125,109
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $13,803
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $460,458
22.5%
Assets/Debt
Total Assets $11,590,797
Total Liabilities $0
Net Assets $11,590,797
Compensation
Key Employees and Officers Compensation Related Other
Jim Coates (Fund Administrator) $150,492 $0 $45,922
Thomas J Phillips (Asst. Training Director) $133,657 $0 $45,135
Arnold Karr Past (Trustee) $0 $0 $0
Ryan Egan (Trustee) $0 $0 $0
Patrick Kelly (Managing Director/Trustee) $0 $0 $0
Steven O'mara (Trustee) $0 $0 $0
Harold Hacker (Trustee) $0 $0 $0
Maureen Ehrenberg (Trustee) $0 $0 $0
Joseph Belsan (Trustee) $0 $0 $0
William Schuch (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on April 24, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,365,335
Expenses
$2,011,012
Net Income
$1,354,323
Net Assets
$9,692,535
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,219,892
95.7%
Investment Income $144,008
4.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,435
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $450,045
22.4%
Assets/Debt
Total Assets $9,692,535
Total Liabilities $0
Net Assets $9,692,535
Compensation
Key Employees and Officers Compensation Related Other
Jim Coates (Training Director) $147,372 $0 $38,356
Thomas J Phillips (Asst. Training Director) $129,579 $0 $37,587
Joseph Belsan (Trustee) $0 $0 $0
Ryan Egan (Trustee) $0 $0 $0
Patrick Kelly (Managing Director/Trustee) $0 $0 $0
Steven O'mara (Trustee) $0 $0 $0
Harold Hacker (Trustee) $0 $0 $0
Maureen Ehrenberg (Trustee) $0 $0 $0
Arnold Karr (Trustee) $0 $0 $0
William Schuch (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on June 10, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,005,767
Expenses
$1,834,864
Net Income
$1,170,903
Net Assets
$8,494,659
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,875,654
95.7%
Investment Income $115,905
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $14,208
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $435,501
23.7%
Assets/Debt
Total Assets $8,494,659
Total Liabilities $0
Net Assets $8,494,659
Compensation
Key Employees and Officers Compensation Related Other
Jim Coates (Training Director) $144,983 $0 $36,048
Thomas J Phillips (Asst. Training Director) $125,776 $0 $34,835
Joseph Belsan (Trustee) $0 $0 $0
Ryan Egan (Trustee) $0 $0 $0
Patrick Kelly (Managing Director/Trustee) $0 $0 $0
Steven O'mara (Trustee) $0 $0 $0
Harold Hacker (Trustee) $0 $0 $0
Maureen Ehrenberg (Trustee) $0 $0 $0
Arnold Karr (Trustee) $0 $0 $0
William Schuch (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 19, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,262,966
Expenses
$1,749,242
Net Income
$513,724
Net Assets
$7,311,474
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,239,343
99.0%
Investment Income $18,201
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $5,422
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $388,615
22.2%
Assets/Debt
Total Assets $7,311,474
Total Liabilities $0
Net Assets $7,311,474
Compensation
Key Employees and Officers Compensation Related Other
Jim Coates (Training Director) $140,897 $0 $34,263
Thomas J Phillips (Assistant Training Director) $110,656 $0 $32,118
Joseph Belsan (Trustee) $0 $0 $0
Ryan Egan (Trustee) $0 $0 $0
Patrick Kelly (Director/Trustee) $0 $0 $0
Steven O'mara (Trustee) $0 $0 $0
Harold Hacker (Trustee) $0 $0 $0
Maureen Ehrenberg (Trustee) $0 $0 $0
Arnold Karr (Trustee) $0 $0 $0
William Schuch (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 29, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,341,793
Expenses
$1,523,898
Net Income
$817,895
Net Assets
$6,768,357
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,330,284
99.5%
Investment Income $7,595
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,914
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $334,081
21.9%
Assets/Debt
Total Assets $6,768,357
Total Liabilities $0
Net Assets $6,768,357

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,065,369
Expenses
$1,526,148
Net Income
$539,221
Net Assets
$5,950,462
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,047,021
99.1%
Investment Income $10,159
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $8,189
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $275,873
18.1%
Assets/Debt
Total Assets $5,950,462
Total Liabilities $0
Net Assets $5,950,462

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

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