Civic Intelligence

Operating Engineers Local 66 Welfare Fund

EIN 25-1187299 • 501(c)9 • Pittsburgh, PA

View Organization Page

Profile

To pay welfare benefits

111 Zeta Drive 1st FloorPittsburgh, PA 15238

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

34th percentile

0.00x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

58th percentile

6.8%

Higher net margin than 58% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

58th percentile

6.9%

Faster asset growth than 58% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2022 to 2024

Revenue Growth

29th percentile

2.3%

Faster revenue growth than 29% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$296,725,247

Up $16,209,381 (+5.8%) from 2023

Liabilities

Up

$909,968

Up $164,358 (+22%) from 2023

Net Assets

Up

$295,815,279

Up $16,045,023 (+5.7%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin58th percentile

Revenue

Up

$75,655,501

Up $1,515,564 (+2.0%) from 2023

Expenses

Up

$70,538,541

Up $4,985,071 (+7.6%) from 2023

Net Income

Down

$5,116,960

Down $3,469,507 (-40%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300M$200M$100M$0Assets 2020: $250,093,128Liabilities 2020: $785,163Net Assets 2020: $249,307,9652020Assets 2021: $277,660,586Liabilities 2021: $789,837Net Assets 2021: $276,870,7492021Assets 2022: $259,844,131Liabilities 2022: $795,190Net Assets 2022: $259,048,9412022Assets 2023: $280,515,866Liabilities 2023: $745,610Net Assets 2023: $279,770,2562023Assets 2024: $296,725,247Liabilities 2024: $909,968Net Assets 2024: $295,815,2792024

Highlighted filing

2024

Assets$296,725,247
Liabilities$909,968
Net Assets$295,815,279
Open 2024 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$80M$60M$40M$20M$0Revenue 2020: $72,717,585Expenses 2020: $55,857,517Net Income 2020: $16,860,0682020Revenue 2021: $77,952,381Expenses 2021: $61,382,041Net Income 2021: $16,570,3402021Revenue 2022: $72,280,957Expenses 2022: $62,246,342Net Income 2022: $10,034,6152022Revenue 2023: $74,139,937Expenses 2023: $65,553,470Net Income 2023: $8,586,4672023Revenue 2024: $75,655,501Expenses 2024: $70,538,541Net Income 2024: $5,116,9602024

Highlighted filing

2024

Revenue$75,655,501
Expenses$70,538,541
Net Income$5,116,960
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$296,725,247
Liabilities
$909,968
Net assets
$295,815,279
Revenue
$75,655,501
Expenses
$70,538,541
Net income
$5,116,960
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$297$0.91$296$75.7$70.5$5.12
2023Detailed filing. Detailed filing data is available for this year.$281$0.75$280$74.1$65.6$8.59
2022Detailed filing. Detailed filing data is available for this year.$260$0.80$259$72.3$62.2$10.0
2021Detailed filing. Detailed filing data is available for this year.$278$0.79$277$78.0$61.4$16.6
2020Detailed filing. Detailed filing data is available for this year.$250$0.79$249$72.7$55.9$16.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 17, 2025
Return Version
2024v5.2
Gross Receipts
$170,796,666
Mission and Program Overview

Mission

To pay welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$279,770,256$295,815,279▲ $16,045,023
Investments in Publicly Traded Securities$243,031,091$260,012,929▲ $16,981,838
Savings and Temporary Cash Investments$19,961,700$20,435,214▲ $473,514
Accounts Receivable$8,255,010$8,012,771▼ $242,239
Cash and Non-Interest-Bearing Accounts$2,304,636$397,791▼ $1,906,845
Prepaid Expenses and Deferred Charges$32,820$128,439▲ $95,619
Total Assets$280,515,866$296,725,247▲ $16,209,381
Other Assets Total$6,930,609$7,738,103▲ $807,494
Liabilities
Other Liabilities$541,463$621,298▲ $79,835
Accounts Payable and Accrued Expenses$204,147$288,670▲ $84,523
Total Liabilities$745,610$909,968▲ $164,358
Net Assets / Fund Balance
Total Net Assets Fund Balance$279,770,256$295,815,279▲ $16,045,023
Total Liabilities and Net Assets / Fund Balance$280,515,866$296,725,247▲ $16,209,381

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$0--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Brian WydickEmployee Trustee
Jesse DirennaEmployee Trustee
John HackEmployee Trustee
Keith KoppenhaverEmployee Trustee
Mark SheplerEmployee Trustee
Shawn BertiauxEmployee Trustee
Thomas Melisko JrEmployee Trustee
Ali MillsEmployer Trustee
Charles J WisniewskiEmployer Trustee
Dave DaquelenteEmployer Trustee
Douglas MositesEmployer Trustee
Gary HartmanEmployer Trustee
JON O'BRIENEmployer Trustee
Mark GentileEmployer Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$66,745,953
Investment Income
$8,909,548
Other Revenue
$0
Change in Net Assets
$5,116,960

Audited Revenue Reconciliation

Revenue per Audited Statements
$75,388,581
Revenue Not Reported on Financial Statements
$266,920
Revenue Not Reported on Form 990
$10,928,063
Total Revenue per Audited Statements
$86,316,644
Total Revenue per Form 990
$75,655,501
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,442,752
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$0--$69,095,789
Other Expenses$0$0$0$952,853
Fees for Service Investment Mgmnt Fees$0$0$0$266,920
Conferences and Meetings$0$0$0$26,067
Fees for Services Accounting$0$0$0$25,000
Insurance$0$0$0$22,329
Fees for Services Legal$0$0$0$20,304
All Other Expenses$0$0$0$12,433
Total Functional Expenses$0$0$0$70,538,541

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$70,538,541
Expenses per Audited Statements$70,271,621
Total Expenses per Audited Statements$70,271,621
Expenses Not Reported on Financial Statements$266,920
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Self Contributions Received in Advance$534,105
Due to Combined Funds$87,193
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
Filing and Contact Details

Filer

Filer Name
Operating Engineers Local 66 Welfare Fund
EIN
25-1187299
Phone
4129689750
Address
111 Zeta Drive 1st Floor, Pittsburgh, PA 15238

Signing Officer

Name
Jesse Direnna
Title
Trustee
Phone
4129689750
Signed
2025-06-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
M Scott Anderson
Formed
1968
Legal Domicile
Pa
Voting Board Members
14
Independent Board Members
14
Employees
3
Volunteers
0

Preparer

Firm
Diclaudio & Kramer LLC
Address
5000 WATERDAM PLAZA DR STE 220, MCMURRAY, PA 15317
Preparer
Angela Phillips
Phone
4122207722
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Reviewed by principal officer and signing trustee.”

Pt VI, Line 19

“AVAILABLE UPON REQUEST.”

Pt XII, Line 2C

“Board of trustees selects auditors.”

Pt XI

“Unrealized gain (loss) on investments.”

Other

“Schedule r - all contributing employers to the multi employer welfare fund are listed in schedule r. For the employers who did not provide requested information, we made the best estimate as to type of entity.”

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IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/TotalAmt083504
IRS990/OtherExpensesGrp/TotalAmt133342
IRS990/OtherExpensesGrp/TotalAmt2952853
IRS990/OtherLiabilitiesGrp/BOYAmt0541463
IRS990/OtherLiabilitiesGrp/EOYAmt0621298
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt032820
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0128439
IRS990/PrincipalOfficerNm0M Scott Anderson
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/Desc1Employee Contribution
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt064333222
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12412731
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt064197777
IRS990/PYInvestmentIncomeAmt07709212
IRS990/PYOtherExpensesAmt01355693
IRS990/PYOtherRevenueAmt0229263
IRS990/PYProgramServiceRevenueAmt066201462
IRS990/PYRevenuesLessExpensesAmt08586467
IRS990/PYTotalExpensesAmt065553470
IRS990/PYTotalRevenueAmt074139937
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt05116960
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt019961700
IRS990/SavingsAndTempCashInvstGrp/EOYAmt020435214
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0266920
IRS990ScheduleD/ExpensesSubtotalAmt070271621
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0266920
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0266920
IRS990ScheduleD/NetUnrealizedGainsInvstAmt010928063
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0250000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1618528
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt26869575
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt30
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Advanced to Combined Funds
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Accrued Interest
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Other Receivables
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3Due from Combined Funds
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0534105
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt187193
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Self Contributions Received in Advance
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due to Combined Funds
IRS990ScheduleD/RevenueNotReportedAmt010928063
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0266920
IRS990ScheduleD/RevenueSubtotalAmt075388581
IRS990ScheduleD/TotalBookValueOtherAssetsAmt07738103
IRS990ScheduleD/TotalExpensesPerForm990Amt070538541
IRS990ScheduleD/TotalLiabilityAmt0621298
IRS990ScheduleD/TotalRevenuePerForm990Amt075655501
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt086316644
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt070271621
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEWED BY PRINCIPAL OFFICER AND SIGNING TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OF TRUSTEES SELECTS AUDITORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN (LOSS) ON INVESTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SCHEDULE R - ALL CONTRIBUTING EMPLOYERS TO THE MULTI EMPLOYER WELFARE FUND ARE LISTED IN SCHEDULE R. FOR THE EMPLOYERS WHO DID NOT PROVIDE REQUESTED INFORMATION, WE MADE THE BEST ESTIMATE AS TO TYPE OF ENTITY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XII, Line 2c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0280515866
IRS990/TotalAssetsEOYAmt0296725247
IRS990/TotalAssetsGrp/BOYAmt0280515866
IRS990/TotalAssetsGrp/EOYAmt0296725247
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt070538541
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0745610
IRS990/TotalLiabilitiesEOYAmt0909968
IRS990/TotalLiabilitiesGrp/BOYAmt0745610
IRS990/TotalLiabilitiesGrp/EOYAmt0909968
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0279770256
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0295815279
IRS990/TotalProgramServiceRevenueAmt066745953
IRS990/TotalRevenueGrp/ExclusionAmt08909548
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt066745953
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt075655501
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0280515866

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