Civic Intelligence

Operating Engineers Local 428 Vacation

990 • Fiscal year 2019 • EIN 23-7135778

Oct 01, 2018 to Sep 30, 2019 • Filed on Jul 23, 2020

Organization ProfileN/A

View Organization Page

2001 W Camelback Road Suite B350Phoenix, AZ 85015

(602) 264-1804

Siviq Scores

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

Liabilities / Assets

94th percentile

0.95x

Higher debt load relative to assets than 94% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

97th percentile

0.98x

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

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Net Margin

36th percentile

-0.4%

Higher net margin than 36% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

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.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets94th percentile

Assets

$1,048,016

No earlier filing loaded for comparison.

Net Assets

$54,755

No earlier filing loaded for comparison.

Liabilities

$993,261

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin36th percentile

Revenue

$1,009,115

No earlier filing loaded for comparison.

Expenses

$1,013,187

No earlier filing loaded for comparison.

Net Income

-$4,072

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2019

Assets$1,048,016
Liabilities$993,261
Net Assets$54,755
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2019

Revenue$1,009,115
Expenses$1,013,187
Net Income-$4,072
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Jul 23, 2020
Return Version
2018v3.1
Gross Receipts
$1,009,115
Mission and Program Overview

Mission

Vacation benefits for members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$777,750$959,222▲ $181,472
Accounts Receivable$50,163$87,073▲ $36,910
Rtn Earn Endowment Incm Other Fnds$58,827$54,755▼ $4,072
Prepaid Expenses and Deferred Charges$832$430▼ $402
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$829,831$1,048,016▲ $218,185
Other Assets Total$1,086$1,291▲ $205
Liabilities
Other Liabilities$767,792$993,128▲ $225,336
Accounts Payable and Accrued Expenses$3,212$133▼ $3,079
Total Liabilities$771,004$993,261▲ $222,257
Net Assets / Fund Balance
Total Net Assets Fund Balance$58,827$54,755▼ $4,072
Total Liabilities and Net Assets / Fund Balance$829,831$1,048,016▲ $218,185
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Mike LeeChairman
Chad GrayTrustee
Jay StevensTrustee
Steve CampbellTrustee
Tom RoydenTrustee
David MartinSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,001,386
Investment Income
$7,729
Other Revenue
$0
Change in Net Assets
$-4,072

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,009,115
Total Revenue per Audited Statements
$1,009,115
Total Revenue per Form 990
$1,009,115
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,319
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---$981,868
Fees for Services Management---$22,492
Fees for Services Accounting---$5,507
Office Expenses---$2,142
Insurance---$532
Fees for Service Investment Mgmnt Fees---$500
Fees for Services Legal---$146
Total Functional Expenses$0$0$0$1,013,187

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,013,187
Expenses per Audited Statements$787,931
Total Expenses per Audited Statements$787,931
Expenses Not Reported on Financial Statements$225,256
Other Expense Adjustments$225,256
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$993,048
Due to other fund$80
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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, Line 11B: Form 990 Review Process

“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, Line 19: Other Organization Documents Publicly Available

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Operating Engineers Local 428 Vacation
EIN
23-7135778
Phone
6022641804
Address
2001 W Camelback Road Suite B350, Phoenix, AZ 85015

Signing Officer

Name
Mike Lee
Title
Trustee
Signed
2020-07-23
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 PLLC
Address
701 N 44th St, Phoenix, AZ 85008-6504
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 organization 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, 2019 and 2018, 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 2015.”

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

“Change in liability for vacation benefit $225256”

Raw XML AppendixShowing 400 of 405 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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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 organization 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, 2019 and 2018, 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 2015.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in liability for vacation benefit $225256
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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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, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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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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IRS990/TravelGrp/TotalAmt00
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IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02020-11-06 18:47:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mike Lee
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Operating Engineers Local 428 Vacation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Savings Trust Fund
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0237135778
ReturnHeader/Filer/PhoneNum06022641804
ReturnHeader/Filer/USAddress/AddressLine1Txt02001 W Camelback Road Suite B350
ReturnHeader/Filer/USAddress/CityNm0Phoenix
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085015
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0464370753
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Baldwin Moffitt PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0701 N 44th St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Phoenix
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0850086504
ReturnHeader/PreparerPersonGrp/PhoneNum04807369200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pamela Mullins

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,048,016
Liabilities
$993,261
Net assets
$54,755
Revenue
$1,009,115
Expenses
$1,013,187
Net income
-$4,072
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