Civic Intelligence

Operating Engineers Local 66 Benefit Fund

990 • Fiscal year 2020 • EIN 25-1468610

Jan 01, 2020 to Dec 31, 2020 • Filed on May 20, 2021

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

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

92nd percentile

64%

Higher net margin than 92% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets18th percentile

Assets

$26,188,135

No earlier filing loaded for comparison.

Net Assets

$26,172,170

No earlier filing loaded for comparison.

Liabilities

$15,965

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin92nd percentile

Revenue

$1,129,252

No earlier filing loaded for comparison.

Expenses

$409,635

No earlier filing loaded for comparison.

Net Income

$719,617

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30M$20M$10M$0Assets 2020: $26,188,135Liabilities 2020: $15,965Net Assets 2020: $26,172,1702020Assets 2021: $27,167,705Liabilities 2021: $17,279Net Assets 2021: $27,150,4262021Assets 2024: $26,842,989Liabilities 2024: $13,189Net Assets 2024: $26,829,8002024

Highlighted filing

2020

Assets$26,188,135
Liabilities$15,965
Net Assets$26,172,170
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0Revenue 2020: $1,129,252Expenses 2020: $409,635Net Income 2020: $719,6172020Revenue 2021: $1,136,632Expenses 2021: $476,691Net Income 2021: $659,9412021Revenue 2024: $1,171,474Expenses 2024: $559,391Net Income 2024: $612,0832024

Highlighted filing

2020

Revenue$1,129,252
Expenses$409,635
Net Income$719,617
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 20, 2021
Return Version
2020v4.1
Gross Receipts
$17,217,502
Mission and Program Overview

Mission

Pay unemployment benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$23,511,430$26,172,170▲ $2,660,740
Investments in Publicly Traded Securities$22,798,143$25,580,745▲ $2,782,602
Savings and Temporary Cash Investments$556,883$451,357▼ $105,526
Accounts Receivable$43,939$46,808▲ $2,869
Cash and Non-Interest-Bearing Accounts$26,974$26,661▼ $313
Prepaid Expenses and Deferred Charges$1,382$1,382→ $0
Total Assets$23,524,998$26,188,135▲ $2,663,137
Other Assets Total$97,677$81,182▼ $16,495
Liabilities
Accounts Payable and Accrued Expenses$13,568$15,965▲ $2,397
Total Liabilities$13,568$15,965▲ $2,397
Net Assets / Fund Balance
Total Net Assets Fund Balance$23,511,430$26,172,170▲ $2,660,740
Total Liabilities and Net Assets / Fund Balance$23,524,998$26,188,135▲ $2,663,137
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
James T KunzEmployee Trustee
Jesse DirennaEmployee Trustee
Thomas C Melisko JrEmployee Trustee
Ali MillsEmployer Trustee
Charles WisniewskiEmployer Trustee
Douglas MositesEmployer Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$332,003
Investment Income
$797,249
Other Revenue
$0
Change in Net Assets
$719,617

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,065,622
Revenue Not Reported on Financial Statements
$63,630
Revenue Not Reported on Form 990
$1,941,123
Total Revenue per Audited Statements
$3,006,745
Total Revenue per Form 990
$1,129,252
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$94,635
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--$315,000
Fees for Services Accounting$0$0$0$11,000
Fees for Services Legal$0$0$0$3,257
Other Expenses$0$0$0$3,172
Insurance$0$0$0$1,659
Total Functional Expenses$0$0$0$409,635

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$409,635
Expenses per Audited Statements$346,005
Total Expenses per Audited Statements$346,005
Expenses Not Reported on Financial Statements$63,630
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
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 Benefit Fund
EIN
25-1468610
Phone
4129689750
Address
111 Zeta Drive - 1st Floor, Pittsburgh, PA 15238

Signing Officer

Name
James Kunz
Title
Trustee
Phone
4129689750
Signed
2021-05-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
M Scott Anderson
Formed
1983
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
79
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

“Form 990 available upon request”

Pt XII, Line 2C

“Board of trustees selects auditors”

Raw XML Appendix327 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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ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KUNZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,188,135
Liabilities
$15,965
Net assets
$26,172,170
Revenue
$1,129,252
Expenses
$409,635
Net income
$719,617
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.8$0.01$26.8$1.17$0.56$0.61
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.2$0.02$27.2$1.14$0.48$0.66
2020Detailed filing. Detailed filing data is available for this year.$26.2$0.02$26.2$1.13$0.41$0.72