2024-11-07T15:01:06-06:00 2023-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE STE 1200W BETHESDA MD 20814 990 2023-01-01 520893636 OPERATING ENGINEERS LOCAL NO 37 APPRENTICESHIP AND TRAINING FUND OPER 4102549595 3615 NORTH POINT BOULEVARD NO C BALTIMORE MD 21222 MARK F MCQUAY TRUSTEE 4102549595 2024-11-07 1 0 PETER P OSMAN CPA P00366693 2023319880 2024-11-01 X 2023 2024-10-15 13:58:12Z MARK F MCQUAY 3615 NORTH POINT BOULEVARD NO C BALTIMORE MD 21222 2908891 0 X N/A X 1966 MD TO PROVIDE TRAINING TO FUND PARTICIPANTS 6 5 4 0 0 0 0 1698364 1130840 1131785 -7342 73742 0 0 1123498 2903891 0 0 0 0 592483 598659 0 0 0 598628 663004 1191111 1261663 -67613 1642228 5943606 7568732 19354 2211 5924252 7566521 TO PROVIDE TRAINING TO FUND PARTICIPANTS. 0 0 953161 1698364 1131785 TO PROVIDE TRAINING TO FUND PARTICIPANTS. 953161 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 0 0 0 0 1 5 0 1 4 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 4102549595 3615 NORTH POINT BLVD BALTIMORE MD 21222 ROBERT A HOLSEY CHAIRMAN 1.00 40.00 X 0 130893 61423 MARK F MCQUAY TRUSTEE 1.00 40.00 X 0 111476 61423 MICHAEL FUNK TRAINING SCHOOL DIRECTOR 50.00 1.00 X X 105675 0 64024 PIERCE FLANAGAN IV TRUSTEE 1.00 40.00 X 0 0 0 CHARLES MCGEE JR TRUSTEE 1.00 40.00 X 0 0 0 STEVE DIETRICH TRUSTEE 1.00 40.00 X 0 0 0 105675 242369 186870 1 0 1 0 0 1698364 1698364 EMPLOYER CONTRIBUTIONS 525100 1131785 1131785 1131785 73742 73742 5000 5000 0 0 2903891 1131785 0 73742 105675 105675 251354 191905 59449 169494 169494 42978 14116 28862 29158 24493 4665 18000 18000 13683 13683 10370 10370 97645 69972 27673 8237 8237 298938 214223 84715 48871 35021 13850 MISCELLANEOUS 101064 72429 28635 REPAIRS AND MAINTENANCE 36567 26204 10363 GAS AND OIL 29629 29629 1261663 953161 308502 0 958185 497654 2052284 2618400 94768 93960 947 5021 7028860 2675163 2837422 4353697 5943606 7568732 19354 2211 19354 2211 X 5924252 7566521 0 0 0 0 5924252 7566521 5943606 7568732 1642228 41 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 635856 635856 2051684 484730 1566954 710253 510895 199358 3631067 1679538 1951529 4353697 X 2903932 41 41 2903891 0 2903891 1261663 0 1261663 0 1261663 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS OR THE VARIOUS STATES THE PLAN FILES RETURNS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 NEITHER NEWSPAPER NOR BROADCAST MEDIA ARE USED TO SOLICIT STUDENTS DURING ENROLLMENT PERIODS. APPLICATIONS ARE RECEIVED AND REVIEWED BY THE TRUSTEES IN ACCORDANCE WITH THE FUND'S POLICY OF RACIAL NONDISCRIMINATION TOWARDS STUDENTS. SCHEDULE E, PART I, LINE 4 SOLICITATIONS ARE NOT MADE. CONTRIBUTIONS ARE RECEIVED FROM EMPLOYERS UNDER A COLLECTIVE BARGAINING AGREEMENT. 0 0 0 0 0 0 0 0 0 ROBERT A HOLSEY CHAIRMAN 0 130893 0 0 0 0 0 38977 0 22446 0 192316 0 0 MARK F MCQUAY TRUSTEE 0 111476 0 0 0 0 0 38977 0 22446 0 172899 0 0 MICHAEL FUNK TRAINING SCHOOL DIRECTOR 105675 0 0 0 0 0 53279 0 10745 0 169699 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A TRUSTEES ARE APPOINTED BY THE UNION AND CONTRIBUTING EMPLOYERS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. ALL DECISIONS AND ACTIONS ARE MADE BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B AN ELECTRONIC COPY OF THE FORM 990 IS CIRCULATED TO THE TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION IS GOVERNED BY ERISA, WHICH PROHIBITS CONFLICTS OF INTEREST. THE BOARD OF TRUSTEES MONITORS THE ORGANIZATION FOR POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 SALARIES ARE DETERMINED BY KNOWLEDGE OF SALARIES AT COMPARABLE POSITIONS AND ARE REVIEWED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES DOCUMENTS AVAILABLE TO INTERESTED PARTIES UPON REQUEST AS REQUIRED BY ERISA AND THE INTERNAL REVENUE CODE. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR