Civic Intelligence

Operating Engineers Lo 835 Welfare Fund

990 • Fiscal year 2020 • EIN 23-2079619

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 08, 2021

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

63rd percentile

0.07x

Higher debt load relative to assets than 63% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

54th percentile

0.04x

Higher debt load relative to revenue than 54% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Net Margin

76th percentile

22%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2020 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2020

Asset Growth

94th percentile

62%

Faster asset growth than 94% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

67th percentile

4.2%

Faster revenue growth than 67% of similar nonprofits.

2020 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$4,195,417

Up $1,607,238 (+62%) from 2019

Net Assets

Up

$3,907,415

Up $1,680,170 (+75%) from 2019

Liabilities

Down

$288,002

Down $72,932 (-20%) from 2019

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin76th percentile

Revenue

Up

$7,131,478

Up $290,207 (+4.2%) from 2019

Expenses

Down

$5,551,374

Down $707,395 (-11%) from 2019

Net Income

Up

$1,580,104

Up $997,602 (+171%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2020

Assets$4,195,417
Liabilities$288,002
Net Assets$3,907,415
Open 2020 Filing

Operations Trend

Revenue Growth67th 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

2020

Revenue$7,131,478
Expenses$5,551,374
Net Income$1,580,104
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 8, 2021
Return Version
2020v4.1
Gross Receipts
$8,349,619
Mission and Program Overview

Mission

Health and welfare fund

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,227,245$3,907,415▲ $1,680,170
Savings and Temporary Cash Investments$761,927$1,630,201▲ $868,274
Investments in Publicly Traded Securities$960,132$1,608,310▲ $648,178
Accounts Receivable$865,279$955,730▲ $90,451
Prepaid Expenses and Deferred Charges$841$1,176▲ $335
Total Assets$2,588,179$4,195,417▲ $1,607,238
Liabilities
Accounts Payable and Accrued Expenses$360,934$288,002▼ $72,932
Total Liabilities$360,934$288,002▼ $72,932
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,227,245$3,907,415▲ $1,680,170
Total Liabilities and Net Assets / Fund Balance$2,588,179$4,195,417▲ $1,607,238
Compensation and Service Providers
Top Officer Pay48th 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
$7,049,846
Investment Income
$81,632
Other Revenue
$0
Change in Net Assets
$1,580,104

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,122,130
Revenue Not Reported on Financial Statements
$9,348
Revenue Not Reported on Form 990
$116,727
Total Revenue per Audited Statements
$7,238,857
Total Revenue per Form 990
$7,131,478
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,784
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$0--$5,520,590
Fees for Service Investment Mgmnt Fees$0$0$0$9,348
Fees for Services Accounting$0$0$0$7,000
Fees for Services Legal$0$0$0$5,038
Insurance$0$0$0$4,346
Office Expenses$0$0$0$3,855
Conferences and Meetings$0$0$0$1,197
Total Functional Expenses$0$0$0$5,551,374

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,551,374
Expenses per Audited Statements$5,542,026
Total Expenses per Audited Statements$5,542,026
Expenses Not Reported on Financial Statements$9,348
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
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 35% controlled entity
No
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
2021-10-08
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
626 SOUTH STATE STREET, NEWTOWN, PA 18966
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”

Raw XML Appendix303 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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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Scheb
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,195,417
Liabilities
$288,002
Net assets
$3,907,415
Revenue
$7,131,478
Expenses
$5,551,374
Net income
$1,580,104
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