Civic Intelligence

Operating Engineers Local 428 Vacation

EIN 23-7135778 • 501(c)9 • Phoenix, AZ

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Profile

Vacation benefits for members.

2550 W Union Hills Dr Ste 290Phoenix, AZ 85027

n/A

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.88x

Higher debt load relative to assets than 93% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

97th percentile

0.96x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

52nd percentile

3.3%

Higher net margin than 52% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

10%

Faster revenue growth than 61% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$1,872,641

Up $203,367 (+12%) from 2023

Liabilities

Up

$1,644,217

Up $147,326 (+9.8%) from 2023

Net Assets

Up

$228,424

Up $56,041 (+33%) from 2023

Operations
Liabilities / Revenue97th percentileNet Margin52nd percentile

Revenue

Up

$1,717,358

Up $156,518 (+10%) from 2023

Expenses

Up

$1,661,317

Up $155,664 (+10%) from 2023

Net Income

Up

$56,041

Up $854 (+1.5%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2019: $1,048,016Liabilities 2019: $993,261Net Assets 2019: $54,7552019Assets 2020: $1,396,982Liabilities 2020: $1,307,480Net Assets 2020: $89,5022020Assets 2021: $1,276,095Liabilities 2021: $1,175,635Net Assets 2021: $100,4602021Assets 2022: $1,391,975Liabilities 2022: $1,274,779Net Assets 2022: $117,1962022Assets 2023: $1,669,274Liabilities 2023: $1,496,891Net Assets 2023: $172,3832023Assets 2024: $1,872,641Liabilities 2024: $1,644,217Net Assets 2024: $228,4242024

Highlighted filing

2024

Assets$1,872,641
Liabilities$1,644,217
Net Assets$228,424
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2019: $1,009,115Expenses 2019: $1,013,187Net Income 2019: -$4,0722019Revenue 2020: $1,314,661Expenses 2020: $1,279,914Net Income 2020: $34,7472020Revenue 2021: $1,191,216Expenses 2021: $1,180,258Net Income 2021: $10,9582021Revenue 2022: $1,293,789Expenses 2022: $1,277,053Net Income 2022: $16,7362022Revenue 2023: $1,560,840Expenses 2023: $1,505,653Net Income 2023: $55,1872023Revenue 2024: $1,717,358Expenses 2024: $1,661,317Net Income 2024: $56,0412024

Highlighted filing

2024

Revenue$1,717,358
Expenses$1,661,317
Net Income$56,041
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,872,641
Liabilities
$1,644,217
Net assets
$228,424
Revenue
$1,717,358
Expenses
$1,661,317
Net income
$56,041
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.87$1.64$0.23$1.72$1.66$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.67$1.50$0.17$1.56$1.51$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$1.27$0.12$1.29$1.28$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.28$1.18$0.10$1.19$1.18$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.40$1.31$0.09$1.31$1.28$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.05$0.99$0.05$1.01$1.01$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 14, 2025
Return Version
2023v6.0
Gross Receipts
$1,717,358
Mission and Program Overview

Mission

Vacation benefits for members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,510,274$1,740,626▲ $230,352
Rtn Earn Endowment Incm Other Fnds$172,383$228,424▲ $56,041
Accounts Receivable$152,551$123,822▼ $28,729
Prepaid Expenses and Deferred Charges$266$1,716▲ $1,450
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,669,274$1,872,641▲ $203,367
Other Assets Total$6,183$6,477▲ $294
Liabilities
Other Liabilities$1,496,472$1,640,964▲ $144,492
Accounts Payable and Accrued Expenses$419$3,253▲ $2,834
Total Liabilities$1,496,891$1,644,217▲ $147,326
Net Assets / Fund Balance
Total Net Assets Fund Balance$172,383$228,424▲ $56,041
Total Liabilities and Net Assets / Fund Balance$1,669,274$1,872,641▲ $203,367
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
David MartinChairman
David GarbarinoTrustee
David SikorskiTrustee
Jay StevensTrustee
Perry HawkinsTrustee
Shannon WrightTrustee
Steve CampbellTrustee
Tim DaviesTrustee
Mike LeeSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,670,301
Investment Income
$47,057
Other Revenue
$0
Change in Net Assets
$56,041

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,717,358
Total Revenue per Audited Statements
$1,717,358
Total Revenue per Form 990
$1,717,358
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$38,274
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---$1,623,043
Fees for Services Management---$22,826
Fees for Services Accounting---$5,582
Office Expenses---$2,566
Fees for Services Legal---$2,347
Fees for Service Investment Mgmnt Fees---$1,262
Insurance---$921
Other Expenses---$631
Total Functional Expenses$0$0$0$1,661,317

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,661,317
Expenses per Audited Statements$1,517,451
Total Expenses per Audited Statements$1,517,451
Expenses Not Reported on Financial Statements$143,866
Other Expense Adjustments$143,866
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Vacation Benefits Payable$1,640,338
Due To OE H&W$626
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
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
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 11B

“The trustees designate one person to review the 990 before filing. A copy is then presented to all trustees at the next regularly scheduled board meeting.”

Form 990, Part VI, Section C, Line 19

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Operating Engineers Local 428 Vacation
EIN
23-7135778
Phone
6022493582
Address
2550 W Union Hills Dr Ste 290, Phoenix, AZ 85027

Signing Officer

Name
David Martin
Title
Trustee
Signed
2025-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Board of Trustees
Formed
1971
Legal Domicile
Az
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Baldwin Moffitt Behm LLP
Address
8399 E Indian School Rd 201, Scottsdale, AZ 85251
Preparer
Pamela Mullins
Phone
4807369200
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. The trustees have analyzed the tax positions taken by the Plan, and have concluded that as of September 30, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Plan management believes it is no longer subject to income tax examinations for years prior to 2021.”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Change in liability for vacation benefit $143866”

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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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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0626
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt11640338
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due To OE H&W
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1VACATION BENEFITS PAYABLE
IRS990ScheduleD/RevenueSubtotalAmt01717358
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if the Plan has taken an uncertain position that more likely than not would not be sustained upon examination by the Internal Revenue Service. The trustees have analyzed the tax positions taken by the Plan, and have concluded that as of September 30, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Plan management believes it is no longer subject to income tax examinations for years prior to 2021.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN LIABILITY FOR VACATION BENEFIT $143866
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
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IRS990ScheduleD/TotalLiabilityAmt01640964
IRS990ScheduleD/TotalRevenuePerForm990Amt01717358
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01717358
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01517451
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The trustees designate one person to review the 990 before filing. A copy is then presented to all trustees at the next regularly scheduled board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1These documents are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Construction Trade
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0See attached employer listing
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0See attached employer listing
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Phoenix
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd085027
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Oper Eng LU 428 Health & Welfare
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Oper Eng LU 428 Annuity Trust Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2Oper Eng LU 428 Pension Trust Fund
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Health & Welfare
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1defined contribution
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2Defined Benefit
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02550 W Union Hills Dr Ste 290
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12550 W Union Hills Dr Ste 290
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt22550 W Union Hills Dr Ste 290
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01872641
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IRS990/TotalFunctionalExpensesGrp/TotalAmt01661317
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01496891
IRS990/TotalLiabilitiesEOYAmt01644217
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0228424
IRS990/TotalProgramServiceRevenueAmt01670301
IRS990/TotalRevenueGrp/ExclusionAmt047057
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01717358
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01669274
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01872641
IRS990/TravelGrp/TotalAmt00
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Martin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Operating Engineers Local 428 Vacation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Savings Trust Fund

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