Nonprofit · EIN 52-0806994
LOCAL 99-99A INTERNATIONAL UNION OF OPERATING ENGINEERS JOINT APPRENTI
Tax-exempt · UPPR MARLBORO, MD 20774
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $1,152,090 | $1,179,510 | -$27,420 | $2,505,345 | $1,535 | $2,503,810 |
| September 30, 2024 | 990 | $1,178,558 | $1,247,147 | -$68,589 | $2,526,715 | $0 | $2,526,715 |
| September 30, 2023 | 990 | $1,077,288 | $1,072,822 | $4,466 | $2,586,543 | $0 | $2,586,543 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,175,077
- Investment income
- -$32,533
- Net gain from sales of assets
- -$77,014
- Other revenue
- $9,546
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $430,352
- Salaries, compensation and benefits (total)
- $441,524
- Professional fundraising fees
- $0
- Legal fees
- $674
- Accounting fees
- $13,060
- Occupancy
- $239,515
- Travel
- $345
- Depreciation
- $58,589
- Program services (functional)
- $521,055
- Management and general (functional)
- $658,455
Balance sheet and other
- Total assets, start of year
- $2,526,715
- Total assets, end of year
- $2,505,345
- Total liabilities, end of year
- $1,535
- Net assets, end of year
- $2,503,810
- Land, buildings and equipment
- $1,034,685
- Publicly traded securities
- $562,161
- Net assets without donor restrictions
- $2,503,810
- Gross receipts
- $2,831,104
- Employees
- 14
- Volunteers
- 0
- Year formed
- 1963
- State of legal domicile
- MD
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DONALD P HAVARD | CHAIRMAN Trustee or director | 1 | $0 | $261,858 | $62,235 |
| RAYMOND STACK | TRUSTEE Trustee or director | 1 | $0 | $163,661 | $57,978 |
| MARK BRANDT | TRAINING COORDINATOR Highest-paid employee | 40 | $0 | $148,226 | $57,077 |
| PAT BALDWIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DEAN BLAKE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DEREK BRAUNER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| VICKI CHAVIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARK CROCKETT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SETH ENSOR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES HANKO | TRUSTEE (P) Trustee or director | 1 | $0 | $0 | $0 |
| CHARLOTTE WILSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DONALD P HAVARD | CHAIRMAN Trustee or director | 1 | $0 | $238,182 | $62,235 |
| RAYMOND STACK | TRUSTEE Trustee or director | 1 | $0 | $155,497 | $57,978 |
| MARK BRANDT | TRAINING COORDINATOR Highest-paid employee | 40 | $0 | $140,832 | $57,077 |
| MARK CROCKETT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DEAN BLAKE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHARLOTTE WILSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DEREK BRAUNER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KARL BUHNER | TRUSTEE (R) Trustee or director | 1 | $0 | $0 | $0 |
| SETH ENSOR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAT BALDWIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES HANKO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| VICKI CHAVIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended September 30, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DONALD P HAVARD | CHAIRMAN Trustee or director | 1 | $0 | $193,074 | $77,232 |
| RAYMOND STACK | TRUSTEE Trustee or director | 1 | $0 | $149,517 | $69,376 |
| MARK BRANDT | TRAINING COORDINATOR Highest-paid employee | 40 | $0 | $135,416 | $66,948 |
| MARK CROCKETT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DEAN BLAKE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHARLOTTE WILSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DEREK BRAUNER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KARL BUHNER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SETH ENSOR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PAT BALDWIN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES HANKO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 9315 LARGO DR W STE 200, UPPR MARLBORO, MD 20774-4755
- Principal officer (990 for 2024)
- FRANK C BARILE, 9315 LARGO DRIVE WEST 200, UPPER MARLBORO, MD 20774
- Signed the 990
- FRANK C BARILE, CHAIRMAN
- Phone
- (202) 337-0099
- Return prepared by
- NOVAK FRANCELLA LLC
Mission
THE PURPOSE OF THE FUND IS TO PROVIDE TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICE OPERATING ENGINEERS WITHIN THE JURISDICTION OF THE UNION.
Program accomplishments
- THE PURPOSE OF THE FUND IS TO PROVIDE TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICE OPERATING ENGINEERS WITHIN THE JURISDICTION OF THE UNION.Expenses $521,055 · revenue $1,175,077
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 52-0806994
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1978
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,505,345
- Income (IRS master file)
- $2,831,104
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $1,152,090 | $1,179,510 | $2,505,345 | XML |
| 990 | September 2024 | $1,178,558 | $1,247,147 | $2,526,715 | XML |
| 990 | September 2023 | $1,077,288 | $1,072,822 | $2,586,543 | XML |
| 990 | September 2022 | $872,280 | $956,610 | $2,573,779 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-0806994).
Questions about LOCAL 99-99A INTERNATIONAL UNION OF OPERATING ENGINEERS JOINT APPRENTI
- What is the EIN of LOCAL 99-99A INTERNATIONAL UNION OF OPERATING ENGINEERS JOINT APPRENTI?
- The employer identification number (EIN) of LOCAL 99-99A INTERNATIONAL UNION OF OPERATING ENGINEERS JOINT APPRENTI is 52-0806994.
- Is LOCAL 99-99A INTERNATIONAL UNION OF OPERATING ENGINEERS JOINT APPRENTI tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to LOCAL 99-99A INTERNATIONAL UNION OF OPERATING ENGINEERS JOINT APPRENTI tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LOCAL 99-99A INTERNATIONAL UNION OF OPERATING ENGINEERS JOINT APPRENTI file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LOCAL 99-99A INTERNATIONAL UNION OF OPERATING ENGINEERS JOINT APPRENTI due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOCAL 99-99A INTERNATIONAL UNION OF OPERATING ENGINEERS JOINT APPRENTI last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of LOCAL 99-99A INTERNATIONAL UNION OF OPERATING ENGINEERS JOINT APPRENTI?
- The 990 for the year ended September 30, 2025 names FRANK C BARILE.
- Who are the officers and directors of LOCAL 99-99A INTERNATIONAL UNION OF OPERATING ENGINEERS JOINT APPRENTI?
- The 990 for the year ended September 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does LOCAL 99-99A INTERNATIONAL UNION OF OPERATING ENGINEERS JOINT APPRENTI have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $1,152,090, expenses of $1,179,510 and total assets of $2,505,345 at year end.
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- MELWOOD COMMUNITY SERVICES INC EIN 99-1942007 · last filed 990 for 2025
- WASHINGTON RESEARCH LIBRARY CONSORTIUM EIN 52-1559828 · last filed 990 for 2025