Civic Intelligence

Operating Engineers Local No 825 Out-Of-Work Fund

990 • Fiscal year 2021 • EIN 23-6033399

Jul 01, 2020 to Jun 30, 2021 • Filed on May 09, 2022

Organization ProfileN/A

View Organization Page

65 Springfield AvenueSpringfield, NJ 07081

(973) 921-1661

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

21st percentile

0.02x

Higher debt load relative to revenue than 21% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Net Margin

68th percentile

28%

Higher net margin than 68% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$301,512

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2021 filings • $50M-$100M nonprofits • Source year 2021

Asset Growth

43rd percentile

7.7%

Faster asset growth than 43% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

33rd percentile

1.9%

Faster revenue growth than 33% of similar nonprofits.

2021 filings • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$82,702,164

Up $5,885,263 (+7.7%) from 2020

Net Assets

Up

$82,404,414

Up $6,590,609 (+8.7%) from 2020

Liabilities

Down

$297,750

Down $705,346 (-70%) from 2020

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin68th percentile

Revenue

Up

$12,313,269

Up $231,944 (+1.9%) from 2020

Expenses

Down

$8,915,651

Down $315,033 (-3.4%) from 2020

Net Income

Up

$3,397,618

Up $546,977 (+19%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$100M$50M$0Assets 2010: $16,766,628Liabilities 2010: $881,621Net Assets 2010: $15,885,0072010Assets 2011: $19,951,663Liabilities 2011: $268,586Net Assets 2011: $19,683,0772011Assets 2012: $25,813,638Liabilities 2012: $205,656Net Assets 2012: $25,607,9822012Assets 2013: $32,478,926Liabilities 2013: $409,518Net Assets 2013: $32,069,4082013Assets 2014: $41,309,015Liabilities 2014: $392,967Net Assets 2014: $40,916,0482014Assets 2015: $49,116,700Liabilities 2015: $144,211Net Assets 2015: $48,972,4892015Assets 2016: $58,093,504Liabilities 2016: $818,945Net Assets 2016: $57,274,5592016Assets 2017: $64,673,649Liabilities 2017: $3,065,442Net Assets 2017: $61,608,2072017Assets 2018: $65,825,140Liabilities 2018: $299,902Net Assets 2018: $65,525,2382018Assets 2019: $71,731,405Liabilities 2019: $179,752Net Assets 2019: $71,551,6532019Assets 2020: $76,816,901Liabilities 2020: $1,003,096Net Assets 2020: $75,813,8052020Assets 2021: $82,702,164Liabilities 2021: $297,750Net Assets 2021: $82,404,4142021Assets 2022: $83,660,847Liabilities 2022: $195,075Net Assets 2022: $83,465,7722022

Highlighted filing

2021

Assets$82,702,164
Liabilities$297,750
Net Assets$82,404,414
Open 2021 Filing

Operations Trend

Revenue Growth33rd percentile

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

$20M$15M$10M$5.0M$0Expenses 2010: $17,097,2972010Expenses 2011: $11,593,3502011Expenses 2012: $10,574,4662012Expenses 2013: $9,290,4522013Revenue 2014: $17,010,056Expenses 2014: $8,519,345Net Income 2014: $8,490,7112014Revenue 2015: $17,012,580Expenses 2015: $8,289,890Net Income 2015: $8,722,6902015Revenue 2016: $16,092,253Expenses 2016: $8,436,652Net Income 2016: $7,655,6012016Revenue 2017: $12,781,979Expenses 2017: $8,652,657Net Income 2017: $4,129,3222017Revenue 2018: $11,563,487Expenses 2018: $7,883,355Net Income 2018: $3,680,1322018Revenue 2019: $11,887,066Expenses 2019: $8,503,575Net Income 2019: $3,383,4912019Revenue 2020: $12,081,325Expenses 2020: $9,230,684Net Income 2020: $2,850,6412020Revenue 2021: $12,313,269Expenses 2021: $8,915,651Net Income 2021: $3,397,6182021Revenue 2022: $12,975,887Expenses 2022: $6,756,601Net Income 2022: $6,219,2862022

Highlighted filing

2021

Revenue$12,313,269
Expenses$8,915,651
Net Income$3,397,618
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 9, 2022
Return Version
2020v4.2
Gross Receipts
$41,362,081
Mission and Program Overview

Mission

To provide supplemental unemployment benefits to members

To provide supplemental unemployment benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$55,491,009$61,672,096▲ $6,181,087
Investments Other Securities$11,007,642$11,874,121▲ $866,479
Savings and Temporary Cash Investments$8,300,337$7,298,982▼ $1,001,355
Accounts Receivable$1,653,284$1,741,242▲ $87,958
Cash and Non-Interest-Bearing Accounts$187,099$115,723▼ $71,376
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$76,816,901$82,702,164▲ $5,885,263
Other Assets Total$177,530$0▼ $177,530
Liabilities
Other Liabilities$938,476$218,997▼ $719,479
Accounts Payable and Accrued Expenses$64,620$78,753▲ $14,133
Total Liabilities$1,003,096$297,750▼ $705,346
Net Assets / Fund Balance
Total Net Assets Fund Balance$75,813,805$82,404,414▲ $6,590,609
Total Liabilities and Net Assets / Fund Balance$76,816,901$82,702,164▲ $5,885,263

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$5,118$5,118
Other Securities$11,874,121--
Compensation and Service Providers
Top Officer Pay56th percentile

Board Members and Trustees

NameTitle
Ross J PepeEmployer Trustee, Co-chair
Gregory LaleveeUnion Trustee, Co-chairman
Arthur CorwinEmployer Trustee
Jack Kocsis JrEmployer Trustee
John F DalyEmployer Trustee
Alex KolbasowskiUnion Trustee
John WoodUnion Trustee
Joseph Grace JrUnion Trustee
Christine MedichAdministrator
Therese EdwardsManager Contributions/coll
Susan SonntagManager, Accounting
Mike DaleoSenior Software Engineer

Highest Paid Contractors

ContractorServicesLocationCompensation
Chartwell InvestmentInvestment Management Fees1205 WESTLAKES DRIVE SUITE 100, Berwyn, PA 19312$110,579
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,995,222
Investment Income
$3,313,449
Other Revenue
$4,598
Change in Net Assets
$3,397,618

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,121,423
Revenue Not Reported on Financial Statements
$191,846
Revenue Not Reported on Form 990
$3,192,991
Total Revenue per Audited Statements
$15,314,414
Total Revenue per Form 990
$12,313,269
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$419,711
Salaries, Compensation, and Employee Benefits$210,040
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$8,285,900
Fees for Service Investment Mgmnt Fees---$191,846
Other Salaries and Wages---$132,612
Fees for Services Other---$58,147
Fees for Services Legal---$46,092
Other Employee Benefits---$36,256
Fees for Services Accounting---$32,277
Pension Plan Contributions---$30,442
Office Expenses---$29,103
Information Technology---$18,729
Depreciation Depletion---$14,868
Insurance---$14,843
Occupancy---$13,781
Payroll Taxes---$10,730
Travel---$25
Total Functional Expenses$0$0$0$8,915,651

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,915,651
Expenses per Audited Statements$8,723,805
Total Expenses per Audited Statements$8,723,805
Expenses Not Reported on Financial Statements$191,846
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Broker$141,777
Due to Iuoe Local 825 Welfare Fund$77,220
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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the plan administrator prior to filing.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Operating Engineers Local No 825
EIN
23-6033399
Phone
9739211661
Address
65 SPRINGFIELD AVENUE, SPRINGFIELD, NJ 07081

Signing Officer

Name
Christine Medich
Title
Fund Administrator
Phone
9739211661
Signed
2022-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christine Medich
Formed
1968
Legal Domicile
Nj
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Scott E Hallberg CPA
Phone
2023319880
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees are responsible for the selection of the auditor and oversight of the audit. This has not changed since last year.”

Financial Statement Notes

PART X, LINE 2:

“The fund accounts for income taxes in accordance with the accounting standards codification (asc) topic income taxes. These provisions provide consistent guidance for the accounting for uncertainty in income taxes recognized in an entity's financial statements and prescribed a threshold of "more likely than not" for recognition and derecognition of tax positions taken or expected to be taken in a tax return. The fund performed an evaluation of uncertain tax positions for the years ended june 30, 2021 and 2020, and determined that there were no matters that would require recognition in the financial statements or that may have an effect on its tax-exempt status. As of june 30, 2021, the statute of limitations for tax years 2017 through 2019 remains open with the u. S. Federal jurisdiction and the various states and local jurisdictions in which the fund files returns.”

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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/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt036256
IRS990/OtherLiabilitiesGrp/BOYAmt0938476
IRS990/OtherLiabilitiesGrp/EOYAmt0218997
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0DELINQUENT ACCOUNTS AND PENALTIES
IRS990/OtherRevenueMiscGrp/ExclusionAmt04598
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04598
IRS990/OtherRevenueTotalAmt04598
IRS990/OtherSalariesAndWagesGrp/TotalAmt0132612
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt010730
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt030442
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHRISTINE MEDICH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08995222
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08995222
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt08615338
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02096728
IRS990/PYOtherExpensesAmt0407886
IRS990/PYOtherRevenueAmt026176
IRS990/PYProgramServiceRevenueAmt09958421
IRS990/PYRevenuesLessExpensesAmt02850641
IRS990/PYSalariesCompEmpBnftPaidAmt0207460
IRS990/PYTotalExpensesAmt09230684
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012081325
IRS990/ReconcilationRevenueExpnssAmt03397618
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08300337
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07298982
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05118
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05118
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0191846
IRS990ScheduleD/ExpensesSubtotalAmt08723805
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0191846
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0191846
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03192991
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0141777
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt177220
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO BROKER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO IUOE LOCAL 825 WELFARE FUND
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt011874121
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INTERCONTINENTAL US REAL ESTATE
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt03192991
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0191846
IRS990ScheduleD/RevenueSubtotalAmt012121423
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBED A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FUND PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2021 AND 2020, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF JUNE 30, 2021, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2017 THROUGH 2019 REMAINS OPEN WITH THE U. S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE FUND FILES RETURNS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt011874121
IRS990ScheduleD/TotalExpensesPerForm990Amt08915651
IRS990ScheduleD/TotalLiabilityAmt0218997
IRS990ScheduleD/TotalRevenuePerForm990Amt012313269
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt015314414
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08723805
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt015655
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt12308
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt25150
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt37168
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0218798
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1119346
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2112958
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt398319
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt038232
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt129281
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt228706
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt327095
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt022587
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt121687
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt221555
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt321399
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt06240
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0CHRISTINE MEDICH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MIKE DALEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2THERESE EDWARDS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3SUSAN SONNTAG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SENIOR SOFTWARE ENGINEER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2MANAGER CONTRIBUTIONS/COLL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3MANAGER, ACCOUNTING
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0301512
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1172622
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2168369
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3153981
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE PLAN ADMINISTRATOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES ARE RESPONSIBLE FOR THE SELECTION OF THE AUDITOR AND OVERSIGHT OF THE AUDIT. THIS HAS NOT CHANGED SINCE LAST YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0OPERATING ENGINEERS LOCAL NO 825 WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1OPERATING ENGINEERS LOCAL NO 825 PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2OPERATING ENGINEERS LOCAL NO 825 PROFIT SHARING FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3OPERATING ENGINEERS LOCAL NO 825 TRAINING FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0226033381
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1226033380
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2222507282
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3226033379
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)9

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$82,702,164
Liabilities
$297,750
Net assets
$82,404,414
Revenue
$12,313,269
Expenses
$8,915,651
Net income
$3,397,618
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.7$0.20$83.5$13.0$6.76$6.22
2021Detailed filing. Detailed filing data is available for this year.$82.7$0.30$82.4$12.3$8.92$3.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.8$1.00$75.8$12.1$9.23$2.85
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.7$0.18$71.6$11.9$8.50$3.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.8$0.30$65.5$11.6$7.88$3.68
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.7$3.07$61.6$12.8$8.65$4.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.1$0.82$57.3$16.1$8.44$7.66
2015Detailed filing. Detailed filing data is available for this year.$49.1$0.14$49.0$17.0$8.29$8.72
2014Detailed filing. Detailed filing data is available for this year.$41.3$0.39$40.9$17.0$8.52$8.49
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.5$0.41$32.1$9.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.8$0.21$25.6$10.6
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.0$0.27$19.7$11.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.8$0.88$15.9$17.1