Civic Intelligence

Tennessee Valley Operating Engineers Health Fund

990 • Fiscal year 2019 • EIN 23-7153308

Nov 01, 2018 to Oct 31, 2019 • Filed on Mar 12, 2020

Organization Profile

View Organization Page

PO Box 1449Goodlettsville, TN 37070-1449

(615) 859-0131

Siviq Scores

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

Liabilities / Assets

89th percentile

0.59x

Higher debt load relative to assets than 89% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

93rd percentile

0.55x

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

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Net Margin

65th percentile

11%

Higher net margin than 65% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Asset Growth

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

66th percentile

9.4%

Faster revenue growth than 66% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$8,356,033

Up $1,278,182 (+18%) from 2018

Net Assets

Up

$3,458,801

Up $958,267 (+38%) from 2018

Liabilities

Up

$4,897,232

Up $319,915 (+7.0%) from 2018

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin65th percentile

Revenue

Up

$8,872,687

Up $759,757 (+9.4%) from 2018

Expenses

Down

$7,914,420

Down $391,014 (-4.7%) from 2018

Net Income

Up

$958,267

Up $1,150,771 (+598%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$20M$15M$10M$5.0M$0Assets 2014: $6,184,940Liabilities 2014: $3,718,492Net Assets 2014: $2,466,4482014Assets 2015: $6,194,355Liabilities 2015: $4,262,013Net Assets 2015: $1,932,3422015Assets 2016: $6,858,458Liabilities 2016: $3,859,798Net Assets 2016: $2,998,6602016Assets 2017: $7,016,041Liabilities 2017: $4,323,003Net Assets 2017: $2,693,0382017Assets 2018: $7,077,851Liabilities 2018: $4,577,317Net Assets 2018: $2,500,5342018Assets 2019: $8,356,033Liabilities 2019: $4,897,232Net Assets 2019: $3,458,8012019Assets 2020: $9,721,563Liabilities 2020: $4,419,420Net Assets 2020: $5,302,1432020Assets 2021: $9,422,061Liabilities 2021: $6,740,295Net Assets 2021: $2,681,7662021Assets 2022: $11,014,745Liabilities 2022: $5,353,162Net Assets 2022: $5,661,5832022Assets 2023: $13,945,402Liabilities 2023: $6,310,510Net Assets 2023: $7,634,8922023Assets 2024: $15,052,373Liabilities 2024: $7,602,799Net Assets 2024: $7,449,5742024

Highlighted filing

2019

Assets$8,356,033
Liabilities$4,897,232
Net Assets$3,458,801
Open 2019 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2014: $7,860,439Expenses 2014: $6,518,355Net Income 2014: $1,342,0842014Revenue 2015: $8,277,606Expenses 2015: $8,811,712Net Income 2015: -$534,1062015Revenue 2016: $7,620,802Expenses 2016: $6,554,484Net Income 2016: $1,066,3182016Revenue 2017: $7,630,926Expenses 2017: $7,936,548Net Income 2017: -$305,6222017Revenue 2018: $8,112,930Expenses 2018: $8,305,434Net Income 2018: -$192,5042018Revenue 2019: $8,872,687Expenses 2019: $7,914,420Net Income 2019: $958,2672019Revenue 2020: $9,029,088Expenses 2020: $7,185,746Net Income 2020: $1,843,3422020Revenue 2021: $9,644,775Expenses 2021: $12,265,152Net Income 2021: -$2,620,3772021Revenue 2022: $10,276,609Expenses 2022: $7,296,792Net Income 2022: $2,979,8172022Revenue 2023: $13,711,903Expenses 2023: $11,738,594Net Income 2023: $1,973,3092023Revenue 2024: $14,031,089Expenses 2024: $14,216,407Net Income 2024: -$185,3182024

Highlighted filing

2019

Revenue$8,872,687
Expenses$7,914,420
Net Income$958,267
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2018 to Oct 31, 2019
Signed
Mar 12, 2020
Return Version
2018v3.2
Gross Receipts
$8,872,687
Mission and Program Overview

Mission

The provision of benefits to participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,725,763$6,869,373▲ $1,143,610
Accounts Receivable$807,072$832,805▲ $25,733
Cash and Non-Interest-Bearing Accounts$535,689$643,872▲ $108,183
Prepaid Expenses and Deferred Charges$9,327$9,983▲ $656
Total Assets$7,077,851$8,356,033▲ $1,278,182
Liabilities
Accounts Payable and Accrued Expenses$4,577,317$4,897,232▲ $319,915
Total Liabilities$4,577,317$4,897,232▲ $319,915
Net Assets / Fund Balance
Unrestricted Net Assets$2,500,534$3,458,801▲ $958,267
Total Net Assets Fund Balance$2,500,534$3,458,801▲ $958,267
Total Liabilities and Net Assets / Fund Balance$7,077,851$8,356,033▲ $1,278,182
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
David RheaChairman
Bill VaughnTrustee
David HarringtonTrustee
Dustin R ColeTrustee
Jesse ConnollyTrustee
John D TaylorTrustee
Keith HopperTrustee
Tommy H SlatonTrustee
Melvin J Schuster JrSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Southern Benefit AdministratorsAdministration2001 CALDWELL DR, Goodlettsville, TN 37072$289,820
CignaPpo1111 MARKET ST, Chatttanooga, TN 37402$240,014
Bluecross Blueshield Of Tn-1 CAMERON HILL CIRCLE, Chattanooga, TN 37402$111,942
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$8,267,893
Investment Income
$393,610
Other Revenue
$211,184
Change in Net Assets
$958,267

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,872,687
Total Revenue per Audited Statements
$8,872,687
Total Revenue per Form 990
$8,872,687
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$938,202
Salaries, Compensation, and Employee Benefits$8,404
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$6,967,814
Fees for Services Other---$377,706
Fees for Services Management---$264,000
Insurance---$219,264
Office Expenses---$16,106
Fees for Services Legal---$15,205
Fees for Services Accounting---$12,250
Payroll Taxes---$8,404
Conferences and Meetings---$7,582
All Other Expenses---$1,399
Other Expenses---$1,245
Total Functional Expenses$0$0$0$7,914,420

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,914,420
Total Expenses per Audited Statements$7,914,420
Total Expenses per Form 990$7,914,420
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
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Operating engineers local 917 operating engineers local 917 chairman trustee work for same local. Operating engineers local 917 operating engineers local 917 chairman trustee work for same local. Operating engineers local 917 operating engineers local 917 trustee trustee work for same local. Operating engineers local 369 operating engineers local 369 trustee trustee work for same local.”

Form 990, Page 6, Part VI, Line 3

“Southern benefit administrators, inc.”

Form 990, Page 6, Part VI, Line 7A

“The employer trustees are appointed to the board by the employers association and the union trustees are appointed by the union.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed and approved by the entire board of trustees. It is then signed and filed.”

Form 990, Page 6, Part VI, Line 12C

“Conflicts of interest are reviewed continually and any issues that arise are handled at regular board meetings.”

Form 990, Page 6, Part VI, Line 15A

“The members of the board of trustees are not compensated in any way. A third party administrator was hired by the board of trustees to manage the fund and was selected, had its qualifications reviewed and compensation determined by competitive comparison by the entire board of trustees.”

Form 990, Page 6, Part VI, Line 15B

“The members of the board of trustees are not compensated in any way. A third party administrator was hired by the board of trustees to manage the fund and was selected, had its qualifications reviewed and compensation determined by competitive comparison by the entire board of trustees.”

Form 990, Page 6, Part VI, Line 19

“Available upon request. All communications include reference to documents being available upon request.”

Filing and Contact Details

Filer

Filer Name
Tennessee Valley Operating
EIN
23-7153308
Phone
6158590131
Address
PO BOX 1449, GOODLETTSVILLE, TN 37070-1449

Signing Officer

Name
David Rhea
Title
Chairman
Phone
6158590131
Signed
2020-03-12

Organization Details

Principal Officer
David Rhea
Formed
1970
Legal Domicile
Tn
Voting Board Members
9
Independent Board Members
9
Employees
27

Preparer

Firm
Daniels Irwin & Aylor
Address
223 MADISON STREET SUITE 112, MADISON, TN 37115-3660
Preparer
Douglas a Irwin
Phone
6158686008
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“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 sustainable 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 AppendixShowing 400 of 832 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 SUSTAINABLE 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OPERATING ENGINEERS LOCAL 917 OPERATING ENGINEERS LOCAL 917 CHAIRMAN TRUSTEE WORK FOR SAME LOCAL. OPERATING ENGINEERS LOCAL 917 OPERATING ENGINEERS LOCAL 917 CHAIRMAN TRUSTEE WORK FOR SAME LOCAL. OPERATING ENGINEERS LOCAL 917 OPERATING ENGINEERS LOCAL 917 TRUSTEE TRUSTEE WORK FOR SAME LOCAL. OPERATING ENGINEERS LOCAL 369 OPERATING ENGINEERS LOCAL 369 TRUSTEE TRUSTEE WORK FOR SAME LOCAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SOUTHERN BENEFIT ADMINISTRATORS, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE EMPLOYER TRUSTEES ARE APPOINTED TO THE BOARD BY THE EMPLOYERS ASSOCIATION AND THE UNION TRUSTEES ARE APPOINTED BY THE UNION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 IS REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES. IT IS THEN SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONFLICTS OF INTEREST ARE REVIEWED CONTINUALLY AND ANY ISSUES THAT ARISE ARE HANDLED AT REGULAR BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED IN ANY WAY. A THIRD PARTY ADMINISTRATOR WAS HIRED BY THE BOARD OF TRUSTEES TO MANAGE THE FUND AND WAS SELECTED, HAD ITS QUALIFICATIONS REVIEWED AND COMPENSATION DETERMINED BY COMPETITIVE COMPARISON BY THE ENTIRE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AVAILABLE UPON REQUEST. ALL COMMUNICATIONS INCLUDE REFERENCE TO DOCUMENTS BEING AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$8,356,033
Liabilities
$4,897,232
Net assets
$3,458,801
Revenue
$8,872,687
Expenses
$7,914,420
Net income
$958,267
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$15.1$7.60$7.45$14.0$14.2$0.19
2023Detailed filing. Detailed filing data is available for this year.$13.9$6.31$7.63$13.7$11.7$1.97
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$5.35$5.66$10.3$7.30$2.98
2021Detailed filing. Detailed filing data is available for this year.$9.42$6.74$2.68$9.64$12.3$2.62
2020Detailed filing. Detailed filing data is available for this year.$9.72$4.42$5.30$9.03$7.19$1.84
2019Detailed filing. Detailed filing data is available for this year.$8.36$4.90$3.46$8.87$7.91$0.96
2018Detailed filing. Detailed filing data is available for this year.$7.08$4.58$2.50$8.11$8.31$0.19
2017Detailed filing. Detailed filing data is available for this year.$7.02$4.32$2.69$7.63$7.94$0.31
2016Detailed filing. Detailed filing data is available for this year.$6.86$3.86$3.00$7.62$6.55$1.07
2015Detailed filing. Detailed filing data is available for this year.$6.19$4.26$1.93$8.28$8.81$0.53
2014Detailed filing. Detailed filing data is available for this year.$6.18$3.72$2.47$7.86$6.52$1.34