Civic Intelligence

Operating Engineers Local 312 H&W

990 • Fiscal year 2021 • EIN 23-7102671

Mar 01, 2020 to Feb 28, 2021 • Filed on Dec 15, 2021

Organization ProfileNA

View Organization Page

100 CRESCENT CENTRE PARKWAY No 40Tucker, GA 30084

(800) 959-3953

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

34th percentile

0.01x

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

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Net Margin

61st percentile

12%

Higher net margin than 61% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2021 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2021

Asset Growth

35th percentile

4.6%

Faster asset growth than 35% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-14%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$20,075,859

Up $891,859 (+4.6%) from 2020

Net Assets

Up

$20,038,763

Up $899,365 (+4.7%) from 2020

Liabilities

Down

$37,096

Down $7,506 (-17%) from 2020

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin61st percentile

Revenue

Down

$3,995,138

Down $635,371 (-14%) from 2020

Expenses

Down

$3,504,834

Down $28,222 (-0.8%) from 2020

Net Income

Down

$490,304

Down $607,149 (-55%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2021

Assets$20,075,859
Liabilities$37,096
Net Assets$20,038,763
Open 2021 Filing

Operations Trend

Revenue Growth8th percentile

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

2021

Revenue$3,995,138
Expenses$3,504,834
Net Income$490,304
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2020 to Feb 28, 2021
Signed
Dec 15, 2021
Return Version
2020v4.1
Gross Receipts
$27,384,102
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,278,298$18,865,893▲ $6,587,595
Savings and Temporary Cash Investments$6,202,323$616,010▼ $5,586,313
Accounts Receivable$681,861$593,956▼ $87,905
Prepaid Expenses and Deferred Charges$21,519--
Cash and Non-Interest-Bearing Accounts$-1--
Total Assets$19,184,000$20,075,859▲ $891,859
Liabilities
Accounts Payable and Accrued Expenses$44,602$37,096▼ $7,506
Total Liabilities$44,602$37,096▼ $7,506
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$19,139,398$20,038,763▲ $899,365
Total Net Assets Fund Balance$19,139,398$20,038,763▲ $899,365
Total Liabilities and Net Assets / Fund Balance$19,184,000$20,075,859▲ $891,859
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
Keith BrownChairman
Benjamin HammTrustee
Jacob EppersonTrustee
James GuarnieriTrustee
Jo Ellen TomberlinTrustee
Lee BaileyTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue Shield Of AlabamaClaims Administration1751 HIGHWAY 150, Bessemer, AL 35022-4043$260,163
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,597,152
Investment Income
$389,486
Other Revenue
$8,500
Change in Net Assets
$490,304

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,950,974
Revenue Not Reported on Financial Statements
$44,164
Revenue Not Reported on Form 990
$409,061
Total Revenue per Audited Statements
$4,360,035
Total Revenue per Form 990
$3,995,138
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$484,373
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---$3,020,461
Fees for Services Management---$91,519
Fees for Service Investment Mgmnt Fees---$44,164
Fees for Services Other---$28,287
Fees for Services Legal---$13,388
Fees for Services Accounting---$13,000
Insurance---$8,433
Office Expenses---$5,968
Other Expenses---$1,728
All Other Expenses---$1,065
Conferences and Meetings---$523
Total Functional Expenses$0$0$0$3,504,834

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,504,834
Expenses per Audited Statements$3,460,670
Total Expenses per Audited Statements$3,460,670
Expenses Not Reported on Financial Statements$44,164
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
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 ploicy on a regular basis and requires trustees to acknowledge thrie 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 No 40, TUCKER, GA 30084

Signing Officer

Name
Keith Brown
Title
Chairman
Phone
8009593953
Signed
2021-12-15
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
13790 NW 4 STREET 100, SUNRISE, FL 33325
Preparer
Steven D Eisenberg
Phone
9548469490
Raw XML Appendix325 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/GrantsToOrganizationsInd00
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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 PLOICY ON A REGULAR BASIS AND REQUIRES TRUSTEES TO ACKNOWLEDGE THRIE ADHERENCE TO POLICY GUIDELINES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST
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
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IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt019184000
IRS990/TotalAssetsEOYAmt020075859
IRS990/TotalAssetsGrp/BOYAmt019184000
IRS990/TotalAssetsGrp/EOYAmt020075859
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03504834
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt044602
IRS990/TotalLiabilitiesEOYAmt037096
IRS990/TotalLiabilitiesGrp/BOYAmt044602
IRS990/TotalLiabilitiesGrp/EOYAmt037096
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt019139398
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt020038763
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt03597152
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0375371
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03619767
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03995138
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt019184000
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt020075859
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 CRESCENT CENTRE PARKWAY No 400
IRS990/USAddress/CityNm0TUCKER
IRS990/USAddress/StateAbbreviationCd0GA
IRS990/USAddress/ZIPCd030084
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEITH BROWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum08009593953
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPERATING ENGINEERS LOCAL 312 H&W
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0237102671
ReturnHeader/Filer/PhoneNum08009593953
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ReturnHeader/Filer/USAddress/CityNm0TUCKER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0GA
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0650140643
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STEVEN D EISENBERG CPA PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013790 NW 4 STREET 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SUNRISE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033325
ReturnHeader/PreparerPersonGrp/PhoneNum09548469490
ReturnHeader/PreparerPersonGrp/PreparationDt02021-12-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN D EISENBERG
ReturnHeader/ReturnTs02021-12-20T18:12:13-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEITH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROWN
ReturnHeader/TaxPeriodBeginDt02020-03-01
ReturnHeader/TaxPeriodEndDt02021-02-28
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$20,075,859
Liabilities
$37,096
Net assets
$20,038,763
Revenue
$3,995,138
Expenses
$3,504,834
Net income
$490,304
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