Civic Intelligence

Operating Engineers Local 428 Vacation

990 • Fiscal year 2021 • EIN 23-7135778

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 15, 2022

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

93rd percentile

0.92x

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

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

96th percentile

0.99x

Higher debt load relative to revenue than 96% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Net Margin

43rd percentile

0.9%

Higher net margin than 43% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2021 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2021

Asset Growth

20th percentile

-8.7%

Faster asset growth than 20% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

26th percentile

-9.4%

Faster revenue growth than 26% of similar nonprofits.

2021 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$1,276,095

Down $120,887 (-8.7%) from 2020

Net Assets

Up

$100,460

Up $10,958 (+12%) from 2020

Liabilities

Down

$1,175,635

Down $131,845 (-10%) from 2020

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin43rd percentile

Revenue

Down

$1,191,216

Down $123,445 (-9.4%) from 2020

Expenses

Down

$1,180,258

Down $99,656 (-7.8%) from 2020

Net Income

Down

$10,958

Down $23,789 (-68%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

2021

Assets$1,276,095
Liabilities$1,175,635
Net Assets$100,460
Open 2021 Filing

Operations Trend

Revenue Growth26th percentile

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

2021

Revenue$1,191,216
Expenses$1,180,258
Net Income$10,958
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 15, 2022
Return Version
2020v4.0
Gross Receipts
$1,191,216
Mission and Program Overview

Mission

Vacation benefits for members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,230,431$1,182,630▼ $47,801
Rtn Earn Endowment Incm Other Fnds$89,502$100,460▲ $10,958
Accounts Receivable$166,376$92,717▼ $73,659
Prepaid Expenses and Deferred Charges$166$739▲ $573
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$1,396,982$1,276,095▼ $120,887
Other Assets Total$9$9→ $0
Liabilities
Other Liabilities$1,307,017$1,175,105▼ $131,912
Accounts Payable and Accrued Expenses$463$530▲ $67
Total Liabilities$1,307,480$1,175,635▼ $131,845
Net Assets / Fund Balance
Total Net Assets Fund Balance$89,502$100,460▲ $10,958
Total Liabilities and Net Assets / Fund Balance$1,396,982$1,276,095▼ $120,887
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,191,151
Investment Income
$65
Other Revenue
$0
Change in Net Assets
$10,958

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,191,216
Total Revenue per Audited Statements
$1,191,216
Total Revenue per Form 990
$1,191,216
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,455
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---$1,144,803
Fees for Services Management---$23,340
Office Expenses---$5,944
Fees for Services Accounting---$5,543
Fees for Service Investment Mgmnt Fees---$338
Insurance---$290
Total Functional Expenses$0$0$0$1,180,258

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,312,170
Total Expenses per Audited Statements$1,312,170
Total Expenses per Form 990$1,180,258
Expenses Not Reported on Financial Statements$-131,912
Other Expense Adjustments$-131,912
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$1,175,105
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, 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
David Martin
Title
Chairman
Signed
2022-08-15
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 Suite 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 management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix398 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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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AZ
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ReturnHeader/PreparerPersonGrp/PhoneNum04807369200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Pamela Mullins
ReturnHeader/ReturnTs02022-08-15T10:40:00-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0David
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Martin
ReturnHeader/TaxPeriodBeginDt02020-10-01
ReturnHeader/TaxPeriodEndDt02021-09-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,276,095
Liabilities
$1,175,635
Net assets
$100,460
Revenue
$1,191,216
Expenses
$1,180,258
Net income
$10,958
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