Civic Intelligence

Operating Engineers Local 66 Welfare Fund

990 • Fiscal year 2021 • EIN 25-1187299

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 01, 2022

Organization ProfileN/A

View Organization Page

111 Zeta Drive 1st FloorPittsburgh, PA 15238

(412) 968-9750

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Net Margin

67th percentile

21%

Higher net margin than 67% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2021 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2021

Asset Growth

62nd percentile

11%

Faster asset growth than 62% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2020 to 2021

Revenue Growth

50th percentile

7.2%

Faster revenue growth than 50% of similar nonprofits.

2021 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$277,660,586

Up $27,567,458 (+11%) from 2020

Net Assets

Up

$276,870,749

Up $27,562,784 (+11%) from 2020

Liabilities

Up

$789,837

Up $4,674 (+0.6%) from 2020

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin67th percentile

Revenue

Up

$77,952,381

Up $5,234,796 (+7.2%) from 2020

Expenses

Up

$61,382,041

Up $5,524,524 (+9.9%) from 2020

Net Income

Down

$16,570,340

Down $289,728 (-1.7%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$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

2021

Assets$277,660,586
Liabilities$789,837
Net Assets$276,870,749
Open 2021 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$77,952,381
Expenses$61,382,041
Net Income$16,570,340
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 1, 2022
Return Version
2021v4.1
Gross Receipts
$143,963,851
Mission and Program Overview

Mission

To pay welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$249,307,965$276,870,749▲ $27,562,784
Investments in Publicly Traded Securities$213,743,668$233,640,448▲ $19,896,780
Savings and Temporary Cash Investments$8,459,736$29,727,940▲ $21,268,204
Accounts Receivable$7,628,727$8,257,207▲ $628,480
Cash and Non-Interest-Bearing Accounts$16,314,024$1,318,675▼ $14,995,349
Prepaid Expenses and Deferred Charges$206,378$41,690▼ $164,688
Total Assets$250,093,128$277,660,586▲ $27,567,458
Other Assets Total$3,740,595$4,674,626▲ $934,031
Liabilities
Other Liabilities$494,042$520,446▲ $26,404
Accounts Payable and Accrued Expenses$291,121$269,391▼ $21,730
Total Liabilities$785,163$789,837▲ $4,674
Net Assets / Fund Balance
Total Net Assets Fund Balance$249,307,965$276,870,749▲ $27,562,784
Total Liabilities and Net Assets / Fund Balance$250,093,128$277,660,586▲ $27,567,458

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$33,170--
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

NameTitle
Archie GrahamEmployee Trustee
Jesse DirennaEmployee Trustee
John HackEmployee Trustee
Kevin PahachEmployee 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
Mark GentileEmployer Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$180,154
Program Service Revenue
$68,627,262
Investment Income
$9,102,282
Other Revenue
$42,683
Change in Net Assets
$16,570,340

Audited Revenue Reconciliation

Revenue per Audited Statements
$77,704,212
Revenue Not Reported on Financial Statements
$248,169
Revenue Not Reported on Form 990
$10,992,444
Total Revenue per Audited Statements
$88,696,656
Total Revenue per Form 990
$77,952,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,026,246
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--$60,355,795
Other Expenses$0$0$0$577,004
Fees for Service Investment Mgmnt Fees$0$0$0$248,169
Fees for Services Legal$0$0$0$34,292
Conferences and Meetings$0$0$0$26,483
Fees for Services Accounting$0$0$0$21,000
Insurance$0$0$0$9,782
All Other Expenses$0$0$0$8,941
Total Functional Expenses$0$0$0$61,382,041

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$61,382,041
Expenses per Audited Statements$61,133,872
Total Expenses per Audited Statements$61,133,872
Expenses Not Reported on Financial Statements$248,169
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$520,446
Due to Combined Funds$0
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
Thomas C Melisko Jr
Title
Trustee
Phone
4129689750
Signed
2022-07-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
M Scott Anderson
Formed
1968
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
13
Employees
0
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/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/Desc1Employee Contribution
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt066100889
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12526373
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt054492370
IRS990/PYInvestmentIncomeAmt05912933
IRS990/PYOtherExpensesAmt01365147
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt066804652
IRS990/PYRevenuesLessExpensesAmt016860068
IRS990/PYTotalExpensesAmt055857517
IRS990/PYTotalRevenueAmt072717585
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt016570340
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08459736
IRS990/SavingsAndTempCashInvstGrp/EOYAmt029727940
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0248169
IRS990ScheduleD/ExpensesSubtotalAmt061133872
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0248169
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0248169
IRS990ScheduleD/NetUnrealizedGainsInvstAmt010992444
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0250000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1599425
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt23792031
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt333170
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Advanced to Combined Funds
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Accrued Interest
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Other Receivables
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3Due from Combined Funds
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0520446
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt10
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Self Contributions Received in Advance
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Due to Combined Funds
IRS990ScheduleD/RevenueNotReportedAmt010992444
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0248169
IRS990ScheduleD/RevenueSubtotalAmt077704212
IRS990ScheduleD/TotalBookValueOtherAssetsAmt04674626
IRS990ScheduleD/TotalExpensesPerForm990Amt061382041
IRS990ScheduleD/TotalLiabilityAmt0520446
IRS990ScheduleD/TotalRevenuePerForm990Amt077952381
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt088696656
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt061133872
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/TotalAssetsBOYAmt0250093128
IRS990/TotalAssetsEOYAmt0277660586
IRS990/TotalAssetsGrp/BOYAmt0250093128
IRS990/TotalAssetsGrp/EOYAmt0277660586
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0180154
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt061382041
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0785163
IRS990/TotalLiabilitiesEOYAmt0789837
IRS990/TotalLiabilitiesGrp/BOYAmt0785163
IRS990/TotalLiabilitiesGrp/EOYAmt0789837
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0249307965
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0276870749
IRS990/TotalProgramServiceRevenueAmt068627262
IRS990/TotalRevenueGrp/ExclusionAmt09144965
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt068627262
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt077952381
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0250093128
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0277660586
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$277,660,586
Liabilities
$789,837
Net assets
$276,870,749
Revenue
$77,952,381
Expenses
$61,382,041
Net income
$16,570,340
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