Civic Intelligence

Operating Engineers Local 312 H&W

990 • Fiscal year 2014 • EIN 23-7102671

Mar 01, 2013 to Feb 28, 2014 • Filed on Sep 24, 2014

Organization ProfileNA

View Organization Page

2187 Northlake Parkway Bldg 9 Room30084

(800) 959-3953

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

34th percentile

0.01x

Higher debt load relative to revenue than 34% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Asset Growth

54th percentile

5.3%

Faster asset growth than 54% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$13,413,602

Up $673,936 (+5.3%) from 2013

Net Assets

Up

$13,373,694

Up $664,420 (+5.2%) from 2013

Liabilities

Up

$39,908

Up $9,516 (+31%) from 2013

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin77th percentile

Revenue

$3,592,110

No earlier filing loaded for comparison.

Expenses

Up

$2,927,830

Up $535,270 (+22%) from 2013

Net Income

$664,280

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$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

2014

Assets$13,413,602
Liabilities$39,908
Net Assets$13,373,694
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$3,592,110
Expenses$2,927,830
Net Income$664,280
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2013 to Feb 28, 2014
Signed
Sep 24, 2014
Return Version
2013v3.1
Gross Receipts
$3,592,110
Mission and Program Overview

Mission

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.

To provide health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$12,709,274$13,373,694▲ $664,420
Investments Program Related$10,802,378$8,636,263▼ $2,166,115
Savings and Temporary Cash Investments$1,522,807$4,219,273▲ $2,696,466
Accounts Receivable$413,254$556,759▲ $143,505
Prepaid Expenses and Deferred Charges$1,227$1,307▲ $80
Total Assets$12,739,666$13,413,602▲ $673,936
Liabilities
Accounts Payable and Accrued Expenses$30,392$39,908▲ $9,516
Total Liabilities$30,392$39,908▲ $9,516
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,709,274$13,373,694▲ $664,420
Total Liabilities and Net Assets / Fund Balance$12,739,666$13,413,602▲ $673,936

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$8,636,263--
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
George EdwardsTrustee
Harry LottTrustee
Jacob EppersonTrustee
Keith BrownTrustee
Samuel F DodsonTrustee
Shane ConnellTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,512,516
Investment Income
$116,293
Other Revenue
$-36,699
Change in Net Assets
$664,280

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,592,110
Total Revenue per Audited Statements
$3,592,110
Total Revenue per Form 990
$3,592,110
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$137,944
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$2,789,886--$2,789,886
Fees for Services Other-$26,042-$26,042
Fees for Services Accounting-$10,575-$10,575
Fees for Services Legal-$7,784-$7,784
Other Expenses-$4,958-$4,958
Office Expenses-$4,746-$4,746
Conferences and Meetings-$2,305-$2,305
Total Functional Expenses$2,789,886$137,944$0$2,927,830

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,927,830
Total Expenses per Audited Statements$2,927,830
Total Expenses per Form 990$2,927,830
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
Federal income taxes-
Benfit Obligations-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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
No
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 11A

“The Board of Trustees reviewed the 990 prior to filing.”

Filing and Contact Details

Filer

EIN
23-7102671
Phone
8009593953

Signing Officer

Name
Brandon Bishop
Title
Trustee
Signed
2014-09-24
Discuss with paid preparer
No

Organization Details

Principal Officer
Brandon Bishop
Formed
2000
Legal Domicile
Ga
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Preparer
Dennis G Jenkins
Phone
7704245755
Raw XML Appendix317 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/USAddress/AddressLine102187 Northlake Parkway Bldg 9 Suite
IRS990/USAddress/City0Tucker
IRS990/USAddress/State0GA
IRS990/USAddress/ZIPCode030084
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Brandon Bishop
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-24
ReturnHeader/Filer/BusinessName/BusinessNameLine10Operating Engineers Local 312 H&W
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0237102671
ReturnHeader/Filer/PhoneNum08009593953
ReturnHeader/Filer/USAddress/AddressLine102187 Northlake Parkway Bldg 9 Room
ReturnHeader/Filer/USAddress/City0Tucker
ReturnHeader/Filer/USAddress/State0GA
ReturnHeader/Filer/USAddress/ZIPCode030084
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Dennis G Jenkins CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101690 Stone Village Ln Ste 501
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Kennesaw
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode030152
ReturnHeader/PreparerPersonGrp/PhoneNum07704245755
ReturnHeader/PreparerPersonGrp/PreparationDt02014-09-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dennis G Jenkins
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-09-24T11:15:50-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-03-01
ReturnHeader/TaxPeriodEndDt02014-02-28
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,413,602
Liabilities
$39,908
Net assets
$13,373,694
Revenue
$3,592,110
Expenses
$2,927,830
Net income
$664,280
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