Civic Intelligence

Operating Engineers Local 139 Health Benefit Fund

990 • Fiscal year 2012 • EIN 23-7166771

Jun 01, 2011 to May 31, 2012 • Filed on Jan 09, 2013

Organization ProfileN/A

View Organization Page

PO Box 16053072
Siviq Scores

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

Liabilities / Assets

70th percentile

0.12x

Higher debt load relative to assets than 70% of similar nonprofits.

2012 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

35th percentile

5.0%

Faster asset growth than 35% of similar nonprofits.

2012 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$252,427,353

Up $11,980,362 (+5.0%) from 2011

Net Assets

Up

$221,393,805

Up $9,216,010 (+4.3%) from 2011

Liabilities

Up

$31,033,548

Up $2,764,352 (+9.8%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$97,420,466

Up $2,935,770 (+3.1%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$600M$400M$200M$0Assets 2010: $213,118,907Liabilities 2010: $25,707,455Net Assets 2010: $187,411,4522010Assets 2011: $240,446,991Liabilities 2011: $28,269,196Net Assets 2011: $212,177,7952011Assets 2012: $252,427,353Liabilities 2012: $31,033,548Net Assets 2012: $221,393,8052012Assets 2013: $279,367,253Liabilities 2013: $35,883,749Net Assets 2013: $243,483,5042013Assets 2014: $303,478,184Liabilities 2014: $39,622,339Net Assets 2014: $263,855,8452014Assets 2015: $317,992,018Liabilities 2015: $45,629,601Net Assets 2015: $272,362,4172015Assets 2016: $320,854,341Liabilities 2016: $51,319,701Net Assets 2016: $269,534,6402016Assets 2017: $339,760,392Liabilities 2017: $56,080,194Net Assets 2017: $283,680,1982017Assets 2018: $361,702,272Liabilities 2018: $60,361,831Net Assets 2018: $301,340,4412018Assets 2019: $373,761,533Liabilities 2019: $65,990,345Net Assets 2019: $307,771,1882019Assets 2020: $400,186,940Liabilities 2020: $69,488,773Net Assets 2020: $330,698,1672020Assets 2021: $462,021,305Liabilities 2021: $77,088,691Net Assets 2021: $384,932,6142021Assets 2022: $445,469,053Liabilities 2022: $78,780,624Net Assets 2022: $366,688,4292022Assets 2023: $449,736,471Liabilities 2023: $89,169,996Net Assets 2023: $360,566,4752023Assets 2024: $487,111,809Liabilities 2024: $91,920,612Net Assets 2024: $395,191,1972024Assets 2025: $529,707,201Liabilities 2025: $99,605,280Net Assets 2025: $430,101,9212025

Highlighted filing

2012

Assets$252,427,353
Liabilities$31,033,548
Net Assets$221,393,805
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200M$100M$0-$100MExpenses 2010: $91,431,1922010Expenses 2011: $94,484,6962011Expenses 2012: $97,420,4662012Expenses 2013: $98,471,4672013Revenue 2014: $116,733,130Expenses 2014: $105,493,153Net Income 2014: $11,239,9772014Revenue 2015: $131,900,259Expenses 2015: $120,009,601Net Income 2015: $11,890,6582015Revenue 2016: $124,951,151Expenses 2016: $123,481,241Net Income 2016: $1,469,9102016Revenue 2017: $137,218,992Expenses 2017: $129,295,952Net Income 2017: $7,923,0402017Revenue 2018: $141,127,076Expenses 2018: $131,598,641Net Income 2018: $9,528,4352018Revenue 2019: $147,210,393Expenses 2019: $139,776,080Net Income 2019: $7,434,3132019Revenue 2020: $148,771,335Expenses 2020: $134,743,220Net Income 2020: $14,028,1152020Revenue 2021: $159,316,808Expenses 2021: $150,658,678Net Income 2021: $8,658,1302021Revenue 2022: $196,264,611Expenses 2022: $145,636,109Net Income 2022: $50,628,5022022Revenue 2023: $161,903,860Expenses 2023: $166,387,256Net Income 2023: -$4,483,3962023Revenue 2024: $177,187,500Expenses 2024: $177,886,388Net Income 2024: -$698,8882024Revenue 2025: $196,179,259Expenses 2025: $189,294,904Net Income 2025: $6,884,3552025

Highlighted filing

2012

Revenue-
Expenses$97,420,466
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2011 to May 31, 2012
Signed
Jan 9, 2013
Return Version
2011v1.2
Gross Receipts
$252,208,157
Mission and Program Overview

Mission

To provide health and other benefits to eligible participants covered under the plan

Filing and Contact Details

Filer

EIN
23-7166771
Raw XML AppendixShowing 400 of 492 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/OtherLiabilities/Description2ACCUM PART HEALTH SAV ACCOUNTS
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IRS990ScheduleO/GeneralExplanation/Explanation0A SUMMARY ANNUAL REPORT IS DISTRIBUTED TO ALL PARTICIPANTS. PARTICIPANTS ARE ABLE TO REQUEST THE AUDITOR'S REPORT AND OTHER FINANCIAL INFORMATION FROM THE PLAN ADMINISTRATOR AND/OR THE U.S. DEPARTMENT OF LABOR. ALSO, FORM 5500 IS OPEN TO PUBLIC INSPECTION THROUGH THE U.S. DEPARTMENT OF LABOR.
IRS990ScheduleO/GeneralExplanation/Explanation1THE ACTIONS OF THE TRUSTEES ARE GOVERNED BY THE TRUST DOCUMENT AND ERISA. BOTH ESTABLISH STANDARDS OF CONDUCT FOR PLAN FIDUCIARIES. THE TRUSTEES ARE REQUIRED TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST TO THE ENTIRE BOARD.
IRS990ScheduleO/GeneralExplanation/Explanation2THE BOARD OF TRUSTEES HAVE AUTHORIZED DESIGNATED TRUSTEES (THE CHAIRMAN AND/OR SECRETARY TREASURER) TO REVIEW THE FORM 990 PRIOR TO FILING. A COPY OF THE FILED RETURN IS MADE AVAILABLE TO ALL TRUSTEES TO REVIEW SUBSEQUENT TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation3IN ACCORDANCE WITH THE PLAN'S TRUST AGREEMENT, THE TRUSTEES HAVE CONTRACTED THE SERVICES OF A THRID PARTY ADMINISTRATOR, CARDAY ASSOCIATES. THE THIRD PARTY ADMINISTRATOR, UNDER THE DIRECTION OF THE TRUSTEES, ADMINISTERS THE OFFICES OF THE TRUST FUND.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Line 11
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990, Part VI, Line 3
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Line 11: Form 990 Review Process
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company
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IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1Pewaukee
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IRS990ScheduleR/Form990ScheduleRPartII/EIN0364656562
IRS990ScheduleR/Form990ScheduleRPartII/EIN1391102559
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(c)(5)
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection1501(c)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0WI
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState1WI
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10LMCT of Operating Engineers Local 139
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine11Wis Oper Eng Skill Improvement & Apprent
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0Labor/Management Cooperation Trust
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities1Operating Engineers Training Fund
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus02
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Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$252,427,353
Liabilities
$31,033,548
Net assets
$221,393,805
Revenue
-
Expenses
$97,420,466
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$530$99.6$430$196$189$6.88
2024Detailed filing. Detailed filing data is available for this year.$487$91.9$395$177$178$0.70
2023Detailed filing. Detailed filing data is available for this year.$450$89.2$361$162$166$4.48
2022Detailed filing. Detailed filing data is available for this year.$445$78.8$367$196$146$50.6
2021Detailed filing. Detailed filing data is available for this year.$462$77.1$385$159$151$8.66
2020Detailed filing. Detailed filing data is available for this year.$400$69.5$331$149$135$14.0
2019Detailed filing. Detailed filing data is available for this year.$374$66.0$308$147$140$7.43
2018Detailed filing. Detailed filing data is available for this year.$362$60.4$301$141$132$9.53
2017Detailed filing. Detailed filing data is available for this year.$340$56.1$284$137$129$7.92
2016Detailed filing. Detailed filing data is available for this year.$321$51.3$270$125$123$1.47
2015Detailed filing. Detailed filing data is available for this year.$318$45.6$272$132$120$11.9
2014Detailed filing. Detailed filing data is available for this year.$303$39.6$264$117$105$11.2
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$279$35.9$243$98.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$252$31.0$221$97.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$240$28.3$212$94.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$213$25.7$187$91.4
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • 501(c)9 • $250M-$1B nonprofits