Civic Intelligence

Operating Engineers Local 66 Benefit Fund

990 • Fiscal year 2023 • EIN 25-1468610

Jan 01, 2023 to Dec 31, 2023 • Filed on May 21, 2024

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.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

20th percentile

0.01x

Higher debt load relative to revenue than 20% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

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.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

59th percentile

7.8%

Faster asset growth than 59% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

89th percentile

76%

Faster revenue growth than 89% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$25,257,409

Down $1,910,296 (-7.0%) from 2021

Net Assets

Down

$25,244,649

Down $1,905,777 (-7.0%) from 2021

Liabilities

Down

$12,760

Down $4,519 (-26%) from 2021

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin83rd percentile

Revenue

Down

$1,070,052

Down $66,580 (-5.9%) from 2021

Expenses

Up

$709,667

Up $232,976 (+49%) from 2021

Net Income

Down

$360,385

Down $299,556 (-45%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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 2023: $25,257,409Liabilities 2023: $12,760Net Assets 2023: $25,244,6492023Assets 2024: $26,842,989Liabilities 2024: $13,189Net Assets 2024: $26,829,8002024

Highlighted filing

2023

Assets$25,257,409
Liabilities$12,760
Net Assets$25,244,649
Open 2023 Filing

Operations Trend

Revenue Growth89th percentile

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 2023: $1,070,052Expenses 2023: $709,667Net Income 2023: $360,3852023Revenue 2024: $1,171,474Expenses 2024: $559,391Net Income 2024: $612,0832024

Highlighted filing

2023

Revenue$1,070,052
Expenses$709,667
Net Income$360,385
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 21, 2024
Return Version
2023v5.0
Gross Receipts
$9,282,760
Mission and Program Overview

Mission

Pay unemployment benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$23,410,670$25,244,649▲ $1,833,979
Investments in Publicly Traded Securities$22,772,485$24,555,615▲ $1,783,130
Savings and Temporary Cash Investments$450,143$501,244▲ $51,101
Accounts Receivable$40,296$49,243▲ $8,947
Cash and Non-Interest-Bearing Accounts$51,356$45,784▼ $5,572
Prepaid Expenses and Deferred Charges$3,331$3,410▲ $79
Total Assets$23,422,731$25,257,409▲ $1,834,678
Other Assets Total$105,120$102,113▼ $3,007
Liabilities
Accounts Payable and Accrued Expenses$12,061$12,760▲ $699
Total Liabilities$12,061$12,760▲ $699
Net Assets / Fund Balance
Total Net Assets Fund Balance$23,410,670$25,244,649▲ $1,833,979
Total Liabilities and Net Assets / Fund Balance$23,422,731$25,257,409▲ $1,834,678
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Jesse DirennaEmployee Trustee
Shawn BertiauxEmployee 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
$331,032
Investment Income
$739,020
Other Revenue
$0
Change in Net Assets
$360,385

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,007,932
Revenue Not Reported on Financial Statements
$62,120
Revenue Not Reported on Form 990
$1,473,594
Total Revenue per Audited Statements
$2,481,526
Total Revenue per Form 990
$1,070,052
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$95,667
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--$614,000
Fees for Services Accounting$0$0$0$12,500
Other Expenses$0$0$0$4,723
Insurance$0$0$0$3,749
Fees for Services Legal$0$0$0$938
Total Functional Expenses$0$0$0$709,667

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$709,667
Expenses per Audited Statements$647,547
Total Expenses per Audited Statements$647,547
Expenses Not Reported on Financial Statements$62,120
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
Thomas C Melisko Jr
Title
Trustee
Phone
4129689750
Signed
2024-05-21
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
99
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 Appendix326 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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DICLAUDIO & KRAMER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 WATERDAM PLAZA DR STE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MCMURRAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015317
ReturnHeader/PreparerPersonGrp/PhoneNum04122207722
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANGELA PHILLIPS
ReturnHeader/ReturnTs02024-06-06T06:43:10-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MELISKO JR
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,257,409
Liabilities
$12,760
Net assets
$25,244,649
Revenue
$1,070,052
Expenses
$709,667
Net income
$360,385
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
2023Detailed filing. Detailed filing data is available for this year.$25.3$0.01$25.2$1.07$0.71$0.36
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.2$0.02$26.2$1.13$0.41$0.72