Civic Intelligence

Operating Engineers Local 312 H&W

EIN 23-7102671 • 501(c)9 • Tucker, GA

View Organization Page

Profile

The purpose of the fund is to provide health and welfare benefits to eligible participants and their beneficiaries in accordance with a collective bargaining agreement between local union 312 of the international union of operting engineers and signatory employers.

100 Crescent Centre Parkway 340Tucker, GA 30084

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Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Net Margin

60th percentile

9.6%

Higher net margin than 60% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$20,758,167

Up $790,288 (+4.0%) from 2024

Liabilities

Down

$40,933

Down $34,478 (-46%) from 2024

Net Assets

Up

$20,717,234

Up $824,766 (+4.1%) from 2024

Operations
Liabilities / Revenue35th percentileNet Margin60th percentile

Revenue

Up

$4,992,541

Up $585,889 (+13%) from 2024

Expenses

Down

$4,515,029

Down $315,968 (-6.5%) from 2024

Net Income

Up

$477,512

Up $901,857 (+213%) from 2024

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2010: $8,874,369Liabilities 2010: $10,419Net Assets 2010: $8,863,9502010Assets 2011: $10,190,680Liabilities 2011: $13,366Net Assets 2011: $10,177,3142011Assets 2012: $11,622,288Liabilities 2012: $14,294Net Assets 2012: $11,607,9942012Assets 2013: $12,739,666Liabilities 2013: $30,392Net Assets 2013: $12,709,2742013Assets 2014: $13,413,602Liabilities 2014: $39,908Net Assets 2014: $13,373,6942014Assets 2015: $14,628,659Liabilities 2015: $11,062Net Assets 2015: $14,617,5972015Assets 2016: $15,010,821Liabilities 2016: $29,173Net Assets 2016: $14,981,6482016Assets 2017: $15,478,511Liabilities 2017: $44,720Net Assets 2017: $15,433,7912017Assets 2018: $16,630,065Liabilities 2018: $39,330Net Assets 2018: $16,590,7352018Assets 2019: $17,999,795Liabilities 2019: $50,940Net Assets 2019: $17,948,8552019Assets 2020: $19,184,000Liabilities 2020: $44,602Net Assets 2020: $19,139,3982020Assets 2021: $20,075,859Liabilities 2021: $37,096Net Assets 2021: $20,038,7632021Assets 2022: $20,863,921Liabilities 2022: $60,742Net Assets 2022: $20,803,1792022Assets 2023: $19,667,335Liabilities 2023: $256,065Net Assets 2023: $19,411,2702023Assets 2024: $19,967,879Liabilities 2024: $75,411Net Assets 2024: $19,892,4682024Assets 2025: $20,758,167Liabilities 2025: $40,933Net Assets 2025: $20,717,2342025

Highlighted filing

2025

Assets$20,758,167
Liabilities$40,933
Net Assets$20,717,234
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,390,0242010Expenses 2011: $2,506,2412011Expenses 2012: $2,038,7072012Expenses 2013: $2,392,5602013Revenue 2014: $3,592,110Expenses 2014: $2,927,830Net Income 2014: $664,2802014Revenue 2015: $4,263,490Expenses 2015: $3,019,587Net Income 2015: $1,243,9032015Revenue 2016: $4,323,885Expenses 2016: $3,926,086Net Income 2016: $397,7992016Revenue 2017: $3,975,521Expenses 2017: $3,570,170Net Income 2017: $405,3512017Revenue 2018: $4,558,271Expenses 2018: $3,491,116Net Income 2018: $1,067,1552018Revenue 2019: $4,976,541Expenses 2019: $3,570,222Net Income 2019: $1,406,3192019Revenue 2020: $4,630,509Expenses 2020: $3,533,056Net Income 2020: $1,097,4532020Revenue 2021: $3,995,138Expenses 2021: $3,504,834Net Income 2021: $490,3042021Revenue 2022: $4,492,144Expenses 2022: $3,698,730Net Income 2022: $793,4142022Revenue 2023: $4,146,286Expenses 2023: $4,162,423Net Income 2023: -$16,1372023Revenue 2024: $4,406,652Expenses 2024: $4,830,997Net Income 2024: -$424,3452024Revenue 2025: $4,992,541Expenses 2025: $4,515,029Net Income 2025: $477,5122025

Highlighted filing

2025

Revenue$4,992,541
Expenses$4,515,029
Net Income$477,512
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,758,167
Liabilities
$40,933
Net assets
$20,717,234
Revenue
$4,992,541
Expenses
$4,515,029
Net income
$477,512
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.8$0.04$20.7$4.99$4.52$0.48
2024Detailed filing. Detailed filing data is available for this year.$20.0$0.08$19.9$4.41$4.83$0.42
2023Detailed filing. Detailed filing data is available for this year.$19.7$0.26$19.4$4.15$4.16$0.02
2022Detailed filing. Detailed filing data is available for this year.$20.9$0.06$20.8$4.49$3.70$0.79
2021Detailed filing. Detailed filing data is available for this year.$20.1$0.04$20.0$4.00$3.50$0.49
2020Detailed filing. Detailed filing data is available for this year.$19.2$0.04$19.1$4.63$3.53$1.10
2019Detailed filing. Detailed filing data is available for this year.$18.0$0.05$17.9$4.98$3.57$1.41
2018Detailed filing. Detailed filing data is available for this year.$16.6$0.04$16.6$4.56$3.49$1.07
2017Detailed filing. Detailed filing data is available for this year.$15.5$0.04$15.4$3.98$3.57$0.41
2016Detailed filing. Detailed filing data is available for this year.$15.0$0.03$15.0$4.32$3.93$0.40
2015Detailed filing. Detailed filing data is available for this year.$14.6$0.01$14.6$4.26$3.02$1.24
2014Detailed filing. Detailed filing data is available for this year.$13.4$0.04$13.4$3.59$2.93$0.66
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$0.03$12.7$2.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.6$0.01$11.6$2.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.01$10.2$2.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.87$0.01$8.86$2.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Feb 28, 2025
Signed
Dec 12, 2025
Return Version
2024v5.2
Gross Receipts
$31,222,319
Mission and Program Overview

Mission

To provide health and welfare benefits to eligible participants.

The fund provided health and welfare benefits to eligible participants and their beneficiaries

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$19,390,531$19,612,087▲ $221,556
Accounts Receivable$402,833$604,727▲ $201,894
Savings and Temporary Cash Investments$174,515$541,353▲ $366,838
Total Assets$19,967,879$20,758,167▲ $790,288
Liabilities
Accounts Payable and Accrued Expenses$73,612$40,933▼ $32,679
Other Liabilities$1,799$0▼ $1,799
Total Liabilities$75,411$40,933▼ $34,478
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$19,892,468$20,717,234▲ $824,766
Total Net Assets Fund Balance$19,892,468$20,717,234▲ $824,766
Total Liabilities and Net Assets / Fund Balance$19,967,879$20,758,167▲ $790,288
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Keith BrownChairman
James GuarnieriTrustee
Jo Ellen TomberlinTrustee
Lee BaileyTrustee
Richard MoseleyTrustee
Jacob EppersonSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldClaims Administration450 RIVERCHASE PARKWAY EAST, Birmingham, AL 35298$254,028
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,775,116
Investment Income
$1,217,425
Other Revenue
$0
Change in Net Assets
$477,512

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,928,995
Revenue Not Reported on Financial Statements
$63,546
Revenue Not Reported on Form 990
$347,254
Total Revenue per Audited Statements
$5,276,249
Total Revenue per Form 990
$4,992,541
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$507,696
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---$4,007,333
Fees for Services Management---$98,228
Fees for Service Investment Mgmnt Fees---$78,546
Fees for Services Other---$22,886
Fees for Services Accounting---$13,731
Fees for Services Legal---$9,820
Insurance---$9,152
Other Expenses---$1,947
Conferences and Meetings---$1,865
All Other Expenses---$1,275
Office Expenses---$746
Total Functional Expenses$0$0$0$4,515,029

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,515,029
Expenses per Audited Statements$4,451,483
Total Expenses per Audited Statements$4,451,483
Expenses Not Reported on Financial Statements$63,546
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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

“Form 990 is presented to the board of trustees for review. The return is reviewed and accepted. Any changes are made prior to filing.”

Form 990, Part VI, Section B, line 12C

“The organization reviews its conflict of interest policy on a regular basis and requires trustees to acknowledge their adherence to policy guidelines”

Form 990, Part VI, Section C, line 19

“The organization makes its financial statements and governing documents available to the public upon written request”

Filing and Contact Details

Filer

Filer Name
Operating Engineers Local 312 H&w
EIN
23-7102671
Phone
8009593953
Address
100 CRESCENT CENTRE PARKWAY 340, TUCKER, GA 30084

Signing Officer

Name
Keith Brown
Title
Chairman
Phone
8009593953
Signed
2025-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Keith Brown
Formed
1971
Legal Domicile
Ga
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Steven D Eisenberg CPA Pa
Address
7700 CONGRESS AVENUE STE 1128, BOCA RATON, FL 33487
Preparer
Steven D Eisenberg
Phone
9548469490
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The board of trustees are responsible for oversight of the audit. There has been no change in this process.”

Raw XML Appendix351 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.

Path#Value
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IRS990ScheduleD/TotalRevenuePerForm990Amt04992541
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW. THE RETURN IS REVIEWED AND ACCEPTED. ANY CHANGES ARE MADE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REVIEWS ITS CONFLICT OF INTEREST POLICY ON A REGULAR BASIS AND REQUIRES TRUSTEES TO ACKNOWLEDGE THEIR ADHERENCE TO POLICY GUIDELINES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES ARE RESPONSIBLE FOR OVERSIGHT OF THE AUDIT. THERE HAS BEEN NO CHANGE IN THIS PROCESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XII, Line 2c:
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL #312
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0630108390
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ACT AS COLLECTIVE BARGAINING AGENT ON BEHALF OF ITS MEMBERS
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0KEITH BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPERATING ENGINEERS LOCAL 312 H&W
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650140643
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEVEN D EISENBERG CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07700 CONGRESS AVENUE STE 1128
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOCA RATON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033487
ReturnHeader/PreparerPersonGrp/PhoneNum09548469490
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN D EISENBERG
ReturnHeader/ReturnTs02026-01-14T11:31:29-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-03-01
ReturnHeader/TaxPeriodEndDt02025-02-28
ReturnHeader/TaxYr02024

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