Civic Intelligence

Local 150 Iuoe Vacation Savings Plan

990 • Fiscal year 2013 • EIN 23-7376412

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 10, 2014

Organization ProfileMOEFUNDS.COM

View Organization Page

6150 Joliet Road60525

(708) 482-7300

Siviq Scores

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

Liabilities / Assets

95th percentile

1.00x

Higher debt load relative to assets than 95% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

97th percentile

1.06x

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

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Net Margin

38th percentile

-0.3%

Higher net margin than 38% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Asset Growth

47th percentile

3.7%

Faster asset growth than 47% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$23,962,514

Up $849,438 (+3.7%) from 2012

Net Assets

Down

-$64,398

Down $115,909 (-225%) from 2012

Liabilities

Up

$24,026,912

Up $965,347 (+4.2%) from 2012

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin38th percentile

Revenue

$22,568,384

No earlier filing loaded for comparison.

Expenses

Up

$22,630,394

Up $794,662 (+3.6%) from 2012

Net Income

-$62,010

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$30M$20M$10M$0-$10MAssets 2010: $22,145,228Liabilities 2010: $22,266,352Net Assets 2010: -$121,1242010Assets 2011: $22,273,959Liabilities 2011: $22,341,623Net Assets 2011: -$67,6642011Assets 2012: $23,113,076Liabilities 2012: $23,061,565Net Assets 2012: $51,5112012Assets 2013: $23,962,514Liabilities 2013: $24,026,912Net Assets 2013: -$64,3982013Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2013

Assets$23,962,514
Liabilities$24,026,912
Net Assets-$64,398
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MExpenses 2010: $21,324,9352010Expenses 2011: $21,137,3742011Expenses 2012: $21,835,7322012Revenue 2013: $22,568,384Expenses 2013: $22,630,394Net Income 2013: -$62,0102013Revenue 2017: $27,582,004Expenses 2017: $26,175,941Net Income 2017: $1,406,0632017

Highlighted filing

2013

Revenue$22,568,384
Expenses$22,630,394
Net Income-$62,010
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 10, 2014
Return Version
2013v3.1
Gross Receipts
$22,568,384
Mission and Program Overview

Mission

Voluntary employee's beneficiary association

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$21,519,463$22,367,152▲ $847,689
Cash and Non-Interest-Bearing Accounts$35,019$25,151▼ $9,868
Other Notes and Loans Receivable, Net$4,093$6,621▲ $2,528
Prepaid Expenses and Deferred Charges$6,081$1,390▼ $4,691
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$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-
Cap Stk Tr Prin Current Funds$51,511$-64,398▼ $115,909
Total Assets$23,113,076$23,962,514▲ $849,438
Other Assets Total$1,548,420$1,562,200▲ $13,780
Liabilities
Accounts Payable and Accrued Expenses$23,061,565$24,026,912▲ $965,347
Total Liabilities$23,061,565$24,026,912▲ $965,347
Net Assets / Fund Balance
Total Net Assets Fund Balance$51,511$-64,398▼ $115,909
Total Liabilities and Net Assets / Fund Balance$23,113,076$23,962,514▲ $849,438

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,544,530--
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
James SweeneyChairman
David FaganTrustee
David SneltenTrustee
James McnallyTrustee
Lawrence J KeefeTrustee
Marshall DouglasTrustee
Matthew ThompsonTrustee
Stephen WardTrustee
Steven M CiscoTrustee
John E Kenny JrSec-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$22,574,843
Investment Income
$-6,459
Other Revenue
$0
Change in Net Assets
$-62,010

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,568,384
Revenue Not Reported on Form 990
$-53,899
Total Revenue per Audited Statements
$22,514,485
Total Revenue per Form 990
$22,568,384
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$22,507,277
Other Expenses$123,117
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Employee Benefits$22,507,277--$22,507,277
Fees for Services Legal-$15,752-$15,752
Fees for Services Accounting-$13,897-$13,897
Insurance-$10,219-$10,219
Information Technology-$7,427-$7,427
All Other Expenses-$3,190-$3,190
Other Expenses-$3,000-$3,000
Total Functional Expenses$22,507,277$123,117$0$22,630,394

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$22,630,394
Total Expenses per Audited Statements$22,630,394
Total Expenses per Form 990$22,630,394
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
Lobbying 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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
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

“Form 990 is reviewed by the fund's board of trustees before its filing.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The board of trustees determines compensation for the plan's top management official and key employees by reviewing market data.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The plan's summary annual report is available on the plan's website. The plan's financial statements are available upon request. The fund's governing documents are not available. The plan's form 5500 is available upon request from the department of labor.”

Filing and Contact Details

Filer

EIN
23-7376412
Phone
7084827300

Signing Officer

Name
James Sweeney
Title
Chairman
Signed
2014-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Sweeney
Formed
1973
Legal Domicile
Il
Voting Board Members
10
Independent Board Members
10
Employees
0

Preparer

Preparer
Michael Blanski
Phone
8478812540
Supplemental Narrative

Additional Explanations

Client Note 1

“Client Note 1 - PART VI SECTION B LINE 12BTHERE IS NO WRITTEN CONFLICT OF INTEREST POLICY. THE MOE FUND REQUIRES EACH TRUSTEE TO DISCLOSE ANNUALLY, ON A RELATED PARTY DISCLOSURE FORM, THE EXISTENCE OF ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS.”

Raw XML AppendixShowing 400 of 495 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Client Note 1 - PART VI SECTION B LINE 12BTHERE IS NO WRITTEN CONFLICT OF INTEREST POLICY. THE MOE FUND REQUIRES EACH TRUSTEE TO DISCLOSE ANNUALLY, ON A RELATED PARTY DISCLOSURE FORM, THE EXISTENCE OF ANY INTEREST THAT COULD GIVE RISE TO CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE FUND'S BOARD OF TRUSTEES BEFORE ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES DETERMINES COMPENSATION FOR THE PLAN'S TOP MANAGEMENT OFFICIAL AND KEY EMPLOYEES BY REVIEWING MARKET DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PLAN'S SUMMARY ANNUAL REPORT IS AVAILABLE ON THE PLAN'S WEBSITE. THE PLAN'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. THE FUND'S GOVERNING DOCUMENTS ARE NOT AVAILABLE. THE PLAN'S FORM 5500 IS AVAILABLE UPON REQUEST FROM THE DEPARTMENT OF LABOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Client Note 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine13MIDWEST OPERATING ENGINEERS PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine14INDIANA ILLINOIS & IOWA FFC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine15RETIREMENT ENHANCEMENT FUND
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION AND TRAINING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LABOR ORGANIZATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2HEALTH AND WELFARE BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4PROMOTING CONSTRUCTION INDUSTRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5PENSION PLAN
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,962,514
Liabilities
$24,026,912
Net assets
-$64,398
Revenue
$22,568,384
Expenses
$22,630,394
Net income
-$62,010
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$27.6$26.2$1.41
2013Detailed filing. Detailed filing data is available for this year.$24.0$24.0$0.06$22.6$22.6$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$23.1$0.05$21.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.3$22.3$0.07$21.1
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.1$22.3$0.12$21.3