Civic Intelligence

Operating Engineers Lo 835 Welfare Fund

990 • Fiscal year 2017 • EIN 23-2079619

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 08, 2018

Organization ProfileN/A

View Organization Page

487 Devon Park DrWayne, PA 19087

(215) 657-7400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

74th percentile

0.17x

Higher debt load relative to assets than 74% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.06x

Higher debt load relative to revenue than 59% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

24th percentile

-2.6%

Higher net margin than 24% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

15th percentile

-9.7%

Faster asset growth than 15% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2017

Revenue Growth

60th percentile

9.3%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$2,290,692

Down $518,421 (-18%) from 2015

Net Assets

Down

$1,899,399

Down $526,866 (-22%) from 2015

Liabilities

Up

$391,293

Up $8,445 (+2.2%) from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin24th percentile

Revenue

Up

$6,220,651

Up $1,012,024 (+19%) from 2015

Expenses

Up

$6,379,604

Up $474,435 (+8.0%) from 2015

Net Income

Up

-$158,953

Up $537,589 (+77%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $2,872,058Liabilities 2011: $264,128Net Assets 2011: $2,607,9302011Assets 2012: $3,311,868Liabilities 2012: $292,188Net Assets 2012: $3,019,6802012Assets 2013: $3,661,130Liabilities 2013: $284,897Net Assets 2013: $3,376,2332013Assets 2014: $3,545,420Liabilities 2014: $329,643Net Assets 2014: $3,215,7772014Assets 2015: $2,809,113Liabilities 2015: $382,848Net Assets 2015: $2,426,2652015Assets 2017: $2,290,692Liabilities 2017: $391,293Net Assets 2017: $1,899,3992017Assets 2019: $2,588,179Liabilities 2019: $360,934Net Assets 2019: $2,227,2452019Assets 2020: $4,195,417Liabilities 2020: $288,002Net Assets 2020: $3,907,4152020Assets 2022: $7,020,223Liabilities 2022: $262,496Net Assets 2022: $6,757,7272022Assets 2024: $10,911,678Liabilities 2024: $693,996Net Assets 2024: $10,217,6822024

Highlighted filing

2017

Assets$2,290,692
Liabilities$391,293
Net Assets$1,899,399
Open 2017 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $4,791,253Expenses 2011: $4,525,465Net Income 2011: $265,7882011Revenue 2012: $4,994,440Expenses 2012: $4,732,796Net Income 2012: $261,6442012Revenue 2013: $5,093,339Expenses 2013: $4,736,786Net Income 2013: $356,5532013Revenue 2014: $5,073,143Expenses 2014: $5,268,508Net Income 2014: -$195,3652014Revenue 2015: $5,208,627Expenses 2015: $5,905,169Net Income 2015: -$696,5422015Revenue 2017: $6,220,651Expenses 2017: $6,379,604Net Income 2017: -$158,9532017Revenue 2019: $6,841,271Expenses 2019: $6,258,769Net Income 2019: $582,5022019Revenue 2020: $7,131,478Expenses 2020: $5,551,374Net Income 2020: $1,580,1042020Revenue 2022: $6,956,497Expenses 2022: $5,062,402Net Income 2022: $1,894,0952022Revenue 2024: $8,644,791Expenses 2024: $7,509,482Net Income 2024: $1,135,3092024

Highlighted filing

2017

Revenue$6,220,651
Expenses$6,379,604
Net Income-$158,953
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 8, 2018
Return Version
2017v2.2
Gross Receipts
$6,897,022
Mission and Program Overview

Mission

Health and welfare fund

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,015,326$1,899,399▼ $115,927
Investments in Publicly Traded Securities$965,013$935,126▼ $29,887
Accounts Receivable$818,890$893,703▲ $74,813
Savings and Temporary Cash Investments$584,569$455,835▼ $128,734
Cash and Non-Interest-Bearing Accounts$46,685--
Prepaid Expenses and Deferred Charges$575$6,028▲ $5,453
Total Assets$2,415,732$2,290,692▼ $125,040
Liabilities
Accounts Payable and Accrued Expenses$400,406$391,293▼ $9,113
Total Liabilities$400,406$391,293▼ $9,113
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,015,326$1,899,399▼ $115,927
Total Liabilities and Net Assets / Fund Balance$2,415,732$2,290,692▼ $125,040
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Jeffrey RowlandTrustee
Marge MccannTrustee
Paul Scheb IiiTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,168,310
Investment Income
$52,341
Other Revenue
$0
Change in Net Assets
$-158,953

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,214,653
Revenue Not Reported on Financial Statements
$5,998
Revenue Not Reported on Form 990
$43,026
Total Revenue per Audited Statements
$6,257,679
Total Revenue per Form 990
$6,220,651
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$33,720
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$6,345,884
Conferences and Meetings---$11,094
Fees for Services Accounting---$6,000
Fees for Service Investment Mgmnt Fees---$5,998
Fees for Services Legal---$5,237
Insurance---$4,555
Office Expenses---$836
Total Functional Expenses$0$0$0$6,379,604

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,379,604
Expenses per Audited Statements$6,373,606
Total Expenses per Audited Statements$6,373,606
Expenses Not Reported on Financial Statements$5,998
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Operating Engineers Lo 835 Welfare Fund
EIN
23-2079619
Phone
2156577400
Address
487 Devon Park Dr, Wayne, PA 19087

Signing Officer

Name
Paul Scheb
Title
Trustee
Phone
2156577400
Signed
2018-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Scheb Jr
Formed
1977
Legal Domicile
Pa
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Anthony M Pontarelli CPA LLC
Address
1037 Millcreek Dr Unit B, FEASTERVILLE TREVOSE, PA 19053
Preparer
Anthony M Pontarelli CPA
Phone
2159424960
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“990 is distributed and reviewed by trustee at regularly scheduled meetings”

Pt VI, Line 12C

“Policies and procedures are verbally reviewed and enfroced at regularly scheduled meetings”

Form 990, Part IX, Line 24E

“Bank charges”

Form 990, Part IX, Line 24E

“Postage”

Raw XML Appendix275 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt026106
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0702477
IRS990/GrossReceiptsAmt06897022
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0965013
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IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0Health and welfare fund
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetAssetsOrFundBalancesBOYAmt02015326
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt0836
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0575
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0990 is distributed and reviewed by trustee at regularly scheduled meetings
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ReturnHeader/FilingSecurityInformation/IPTm017:49:44
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
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ReturnHeader/ReturnTs02018-10-10T17:49:51-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,290,692
Liabilities
$391,293
Net assets
$1,899,399
Revenue
$6,220,651
Expenses
$6,379,604
Net income
-$158,953
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$0.69$10.2$8.64$7.51$1.14
2022Detailed filing. Detailed filing data is available for this year.$7.02$0.26$6.76$6.96$5.06$1.89
2020Detailed filing. Detailed filing data is available for this year.$4.20$0.29$3.91$7.13$5.55$1.58
2019Detailed filing. Detailed filing data is available for this year.$2.59$0.36$2.23$6.84$6.26$0.58
2017Detailed filing. Detailed filing data is available for this year.$2.29$0.39$1.90$6.22$6.38$0.16
2015Detailed filing. Detailed filing data is available for this year.$2.81$0.38$2.43$5.21$5.91$0.70
2014Summary only. Only limited summary data is available for this year.$3.55$0.33$3.22$5.07$5.27$0.20
2013Summary only. Only limited summary data is available for this year.$3.66$0.28$3.38$5.09$4.74$0.36
2012Summary only. Only limited summary data is available for this year.$3.31$0.29$3.02$4.99$4.73$0.26
2011Summary only. Only limited summary data is available for this year.$2.87$0.26$2.61$4.79$4.53$0.27