2025-12-15T13:13:44-06:00 2025-07-31 341322309 CIUNI & PANICHI INC 25201 CHAGRIN BLVD 200 CLEVELAND OH 441225683 990 2024-08-01 237258099 OHIO OPERATING ENGINEERS EDUCATION AND SAFETY FUND OHIO 6144880708 1180 DUBLIN ROAD COLUMBUS OH 43215 CAROL A WILSON ADMINISTRATOR 6144880708 2025-11-19 1 1 JEFFREY R SPENCER CPA P01367852 2168317171 2025-11-19 2024 2025-03-06 01:10:19Z CAROL A WILSON 1180 DUBLIN ROAD COLUMBUS OH 43215 1641910 0 X N/A X 1972 OH TO PROVIDE SCHOLARSHIP PROGRAMS, SAFETY, AND ASSISTANCE PROGRAMS TO QUALIFIED MEMBERS AND DEPENDENTS. 6 6 0 6 0 0 0 0 1465537 1620006 27451 21904 0 0 1492988 1641910 1235047 1267893 0 0 109525 135562 0 0 0 78905 85732 1423477 1489187 69511 152723 2675696 2890473 107057 145327 2568639 2745146 X THE OHIO OPERATING ENGINEERS EDUCATION AND SAFETY FUND WAS ESTABLISHED TO PROVIDE SCHOLARSHIPS, SAFETY TRAINING PROGRAMS, EQUAL EMPLOYMENT OPPORTUNITIES AND OTHER WORK RELATED SUBJECTS FOR THE BENEFIT OF ELIGIBLE EMPLOYEES AND THEIR FAMILIES, AS (CONTINUED ON SCHEDULE O) DETERMINED BY THE BOARD OF TRUSTEES. 0 0 1426386 1267893 1620006 TO PROVIDE SCHOLARSHIP PROGRAMS, SAFETY, AND ASSISTANCE PROGRAMS TO QUALIFIED MEMBERS AND DEPENDENTS. 1426386 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 X CAROL A WILSON ADMINISTRATOR 6144880708 1180 DUBLIN ROAD COLUMBUS OH 43215 JASON D BAKER CHAIRMAN 1.00 X 0 0 0 DAVID G CONIGLIO VICE CHAIRMAN 1.00 2.00 X 0 0 0 DAN EDWARDS ALTERNATE TRUSTEE 1.00 2.00 X 0 0 0 ROBERT L HUGHES ASSISTANT SECRETARY 1.00 1.00 X 0 0 0 CHRIS KUNZ TRUSTEE 1.00 1.00 X 0 0 0 BRENT A MCCARTY ALTERNATE TRUSTEE 1.00 1.00 X 0 0 0 CAROL A WILSON ADMINISTRATOR 2.00 40.00 X 0 191732 17186 STACEY BARKER ASSISTANT ADMINISTRATOR 1.00 40.00 X 0 131782 11012 0 323514 28198 0 0 1 0 0 EMPLOYER CONTRIBUTION 900099 1618976 1618976 LATE CHARGES 900099 1030 1030 1620006 21904 21904 1641910 1620006 0 21904 1267893 1267893 103546 89050 14496 9528 7813 1715 14691 12047 2644 7797 6394 1403 1104 1104 9000 9000 632 308 324 12183 8456 3727 25939 19973 5966 15172 11682 3490 534 523 11 16767 16767 1141 1141 SERVICE AGREEMENTS 1770 1363 407 AUTO EXPENSE 902 884 18 MISCELLANEOUS 588 588 1489187 1426386 62801 0 30483 38118 2389100 2550314 137924 158051 118189 143990 2675696 2890473 8170 7925 98887 137402 107057 145327 X 0 0 0 0 2568639 2745146 2568639 2745146 2675696 2890473 X 152723 23784 X X 0 1 X 1 0 X 1177291 1268925 1340485 1465537 1620006 6872244 1177291 1268925 1340485 1465537 1620006 6872244 0 0 0 6872244 239 415 16245 27451 21904 66254 239 415 16245 27451 21904 66254 6300 6300 1177530 1269340 1363030 1492988 1641910 6944798 0.98960 0.99180 0.00950 0.00730 X 0 DUE TO OTHER OHIO OPERATING ENGINEERS BENEFIT FUNDS 137402 137402 X 1641910 0 1641910 0 1641910 1489187 0 1489187 0 1489187 PART X, LINE 2: THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED MARCH 29, 1977, STATING THAT THE TRUST ESTABLISHED UNDER THE PLAN WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED DURING THE YEARS ENDED JULY 31, 2025 AND 2024 FOR UNRELATED BUSINESS TAXABLE INCOME. THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 SCHOLARSHIP AWARDS 580 1267893 PART I, LINE 2: SCHOLARSHIPS ARE AWARDED TO ELIGIBLE INDIVIDUALS. 0 0 0 0 0 0 0 0 0 CAROL A WILSON ADMINISTRATOR 0 191732 0 0 0 0 0 6174 0 11012 0 208918 0 0 FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY EXIST. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FEDERAL FORM 990 IS REVIEWED AND APPROVED BY THE ADMINISTRATOR PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION C, LINE 19 THE AFOREMENTIONED GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST TO MEMBERS ONLY, BUT LIMITED ACCESS IS PROVIDED TO THE PUBLIC. THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE REPORTED ANNUALLY IN THE OHIO OPERATING ENGINEERS LOCAL 18 MONTHLY MAGAZINE - THE BUCKEYE ENGINEER. FORM 990, PART XI, LINE 9: NET GAIN/(LOSS) ON STAFF EMPLOYEE PENSION PLAN 23,784. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. OHIO OPERATING ENGINEERS APPRENTICESHIP FUND 1180 DUBLIN ROAD COLUMBUS OH 43215 316057717 DEVELOPS AND TRAINS APPRENTICES FOR THE UNION OF OOE. OH 501(C)(3) LINE 10 N/A 0 OHIO OPERATING ENGINEERS HEALTH & WELFARE PLAN 1180 DUBLIN ROAD COLUMBUS OH 43215 314446857 PROVIDES HEALTH & WELFARE BENEFITS TO QUAL. MEMBERS AND DEPENDENTS. OH 501(C)(9) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0