Civic Intelligence

Trustees of Operating Engineers

990 • Fiscal year 2020 • EIN 26-1382332

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 04, 2021

2716 S Rangeline RdAnderson, IN 46017

(765) 643-5112

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Net Margin

21st percentile

-4.5%

Higher net margin than 21% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

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.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2020

Asset Growth

25th percentile

0.6%

Faster asset growth than 25% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-28%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2019 to 2020

Assets

Up

$62,443,321

Up $399,526 (+0.6%) from 2019

Net Assets

Up

$62,398,105

Up $443,711 (+0.7%) from 2019

Liabilities

Down

$45,216

Down $44,185 (-49%) from 2019

Revenue

Down

$13,315,653

Down $5,064,762 (-28%) from 2019

Expenses

Down

$13,915,648

Down $4,370,112 (-24%) from 2019

Net Income

Down

-$599,995

Down $694,650 (-734%) from 2019

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $28,112,392Liabilities 2010: $88,735Net Assets 2010: $28,023,6572010Assets 2011: $31,795,089Liabilities 2011: $72,145Net Assets 2011: $31,722,9442011Assets 2012: $37,712,689Liabilities 2012: $23,498Net Assets 2012: $37,689,1912012Assets 2013: $44,862,770Liabilities 2013: $67,577Net Assets 2013: $44,795,1932013Assets 2014: $50,828,304Liabilities 2014: $235,026Net Assets 2014: $50,593,2782014Assets 2015: $50,712,700Liabilities 2015: $407,942Net Assets 2015: $50,304,7582015Assets 2016: $49,215,948Liabilities 2016: $215,498Net Assets 2016: $49,000,4502016Assets 2017: $57,057,337Liabilities 2017: $153,575Net Assets 2017: $56,903,7622017Assets 2018: $59,551,419Liabilities 2018: $111,875Net Assets 2018: $59,439,5442018Assets 2019: $62,043,795Liabilities 2019: $89,401Net Assets 2019: $61,954,3942019Assets 2020: $62,443,321Liabilities 2020: $45,216Net Assets 2020: $62,398,1052020Assets 2021: $62,193,235Liabilities 2021: $25,000Net Assets 2021: $62,168,2352021Assets 2022: $54,388,899Liabilities 2022: $25,000Net Assets 2022: $54,363,8992022Assets 2023: $58,207,771Liabilities 2023: $25,000Net Assets 2023: $58,182,7712023Assets 2024: $61,013,389Liabilities 2024: $773,752Net Assets 2024: $60,239,6372024

Highlighted filing

2020

Assets$62,443,321
Liabilities$45,216
Net Assets$62,398,105

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $8,063,5702010Expenses 2011: $8,805,5562011Expenses 2012: $9,709,6482012Revenue 2013: $19,930,500Expenses 2013: $11,383,571Net Income 2013: $8,546,9292013Revenue 2014: $17,961,043Expenses 2014: $12,961,417Net Income 2014: $4,999,6262014Revenue 2015: $16,678,978Expenses 2015: $15,122,859Net Income 2015: $1,556,1192015Revenue 2016: $14,892,683Expenses 2016: $16,835,472Net Income 2016: -$1,942,7892016Revenue 2017: $18,953,145Expenses 2017: $13,688,323Net Income 2017: $5,264,8222017Revenue 2018: $20,277,639Expenses 2018: $15,622,407Net Income 2018: $4,655,2322018Revenue 2019: $18,380,415Expenses 2019: $18,285,760Net Income 2019: $94,6552019Revenue 2020: $13,315,653Expenses 2020: $13,915,648Net Income 2020: -$599,9952020Revenue 2021: $10,844,375Expenses 2021: $12,554,982Net Income 2021: -$1,710,6072021Revenue 2022: $8,029,607Expenses 2022: $10,711,492Net Income 2022: -$2,681,8852022Revenue 2023: $8,868,176Expenses 2023: $9,718,614Net Income 2023: -$850,4382023Revenue 2024: $10,289,232Expenses 2024: $10,424,875Net Income 2024: -$135,6432024

Highlighted filing

2020

Revenue$13,315,653
Expenses$13,915,648
Net Income-$599,995
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 4, 2021
Return Version
2020v4.1
Gross Receipts
$128,141,047
Mission and Program Overview

Mission

Provide health and welfare benefits for eligible members and their dependents.

Provide health and welfare benefits for eligible members and their dependents

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$61,954,394$62,398,105▲ $443,711
Investments in Publicly Traded Securities$57,706,665$58,222,398▲ $515,733
Savings and Temporary Cash Investments$2,507,757$2,297,804▼ $209,953
Accounts Receivable$850,390$646,952▼ $203,438
Cash and Non-Interest-Bearing Accounts$26,201$353,457▲ $327,256
Prepaid Expenses and Deferred Charges$98,019$99,921▲ $1,902
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$62,043,795$62,443,321▲ $399,526
Other Assets Total$854,763$822,789▼ $31,974
Liabilities
Other Liabilities$45,448$45,216▼ $232
Accounts Payable and Accrued Expenses$43,953--
Total Liabilities$89,401$45,216▼ $44,185
Net Assets / Fund Balance
Total Net Assets Fund Balance$61,954,394$62,398,105▲ $443,711
Total Liabilities and Net Assets / Fund Balance$62,043,795$62,443,321▲ $399,526

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$8,640$8,640
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeremy GuretzkiEmployer Trustee
Jim BarrettEmployer Trustee
Erin BuckUnion Trustee
Randall HughesUnion Trustee
Tony TidwellUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,630,456
Investment Income
$2,685,197
Other Revenue
$0
Change in Net Assets
$-599,995

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,222,373
Revenue Not Reported on Financial Statements
$93,280
Revenue Not Reported on Form 990
$1,043,706
Total Revenue per Audited Statements
$14,266,079
Total Revenue per Form 990
$13,315,653
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,985,369
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---$11,930,279
Fees for Service Investment Mgmnt Fees---$93,280
Other Expenses---$68,917
Insurance---$65,848
Fees for Services Accounting---$49,362
Fees for Services Other---$22,803
Fees for Services Legal---$16,064
Information Technology---$15,605
All Other Expenses---$15,271
Total Functional Expenses$0$0$0$13,915,648

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,915,648
Expenses per Audited Statements$13,822,368
Total Expenses per Audited Statements$13,822,368
Expenses Not Reported on Financial Statements$93,280
Expenses Not Reported on Form 990$0
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
Prepaid Contributions$45,216
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The trust is governed by a joint board of trustees consisting of five trustees. Two trustees are appointed by international union of operating engineers local 112 representing the participants and two are appointed by the contributiong employers. One additional trustee is appointed as a managing trustee.

Form 990, Part VI, Section B, Line 11B

Form 990 is prepared by the independent accountants and presented to the trustees for review. If any of the trustees have comments or questions, they are resolved prior to filing.

Form 990, Part VI, Section B, Line 12C

The trustees are required to disclose actual or perceived conflicts of interest by december 31st of each year. Any interested person with objective evidence that a trustee may have violated any of the provisions of the policy may report such possible violation to the board of trustees in writing. The board of trustees will investigate and determine the appropirate course of action.

Form 990, Part VI, Section C, Line 19

All governing documents and financial statements are available for public inspection upon request.

Filing and Contact Details

Filer

Filer Name
Operating Engineers Local 112
EIN
26-1382332
Phone
7656435112
Address
2716 S RANGELINE RD, ANDERSON, IN 46017

Signing Officer

Name
Randall Hughes
Title
Chairman
Phone
7656435112
Signed
2021-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Randall Hughes
Formed
2007
Legal Domicile
In
Voting Board Members
5
Independent Board Members
5
Employees
8
Volunteers
0

Preparer

Firm
Cliftonlarsonallen Llp
Address
301 SW ADAMS STREET SUITE 1000, PEORIA, IL 61602
Preparer
Andrew Smith CPA
Phone
3096714500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Postage and delivery 7,770. Bank service charges 6,436. Continuing education 1,065.

FORM 990, PART XII, LINE 2C:

The board of trustees assumes responsibility for the selection, oversight, and retention of the independent auditors. This process has not changed from prior year.

Financial Statement Notes

PART X, LINE 2:

The veba trust funding benefits of the plan has been organized under the provisions of section 501(c)(9) of the internal revenue code (irc). The plan and trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The board of trustees believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. U.s. Gaap require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service (irs). The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Raw XML AppendixShowing 400 of 406 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt043953
IRS990/AccountsReceivableGrp/BOYAmt0850390
IRS990/AccountsReceivableGrp/EOYAmt0646952
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS
IRS990/AllOtherExpensesGrp/TotalAmt015271
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt011930279
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RANDALL HUGHES
IRS990/BooksInCareOfDetail/PhoneNum07656435112
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02716 S RANGELINE RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0ANDERSON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046017
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt026201
IRS990/CashNonInterestBearingGrp/EOYAmt0353457
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt011930279
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02685197
IRS990/CYOtherExpensesAmt01985369
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt010630456
IRS990/CYRevenuesLessExpensesAmt0-599995
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt013915648
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt013315653
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PLAN PROVIDES MEDICAL, DENTAL, PHARMACY, VISION, LIFE AND SHORT-TERM DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. ALL BENEFITS ARE PROVIDED ON A SELF-FUNDED BASIS EXCEPT FOR LIFE, WHICH IS FULLY INSURED.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt049362
IRS990/FeesForServicesLegalGrp/TotalAmt016064
IRS990/FeesForServicesOtherGrp/TotalAmt022803
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt093280
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0RANDALL HUGHES
IRS990/Form990PartVIISectionAGrp/PersonNm1TONY TIDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm2ERIN BUCK
IRS990/Form990PartVIISectionAGrp/PersonNm3JIM BARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm4JEREMY GURETZKI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4EMPLOYER TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01435957
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0116261351
IRS990/GrossReceiptsAmt0128141047
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt015605
IRS990/InsuranceGrp/TotalAmt065848
IRS990/InvestmentIncomeGrp/ExclusionAmt01249240
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01249240
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt057706665
IRS990/InvestmentsPubTradedSecGrp/EOYAmt058222398
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08640
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt08640
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0114825394
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt061954394
IRS990/NetAssetsOrFundBalancesEOYAmt062398105
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01435957
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01435957
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01043706
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0854763
IRS990/OtherAssetsTotalGrp/EOYAmt0822789
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CLAIMS ADMINISTRATION
IRS990/OtherExpensesGrp/Desc1STOP LOSS INSURANCE
IRS990/OtherExpensesGrp/Desc2ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/Desc3NETWORK ACCESS
IRS990/OtherExpensesGrp/TotalAmt0900470
IRS990/OtherExpensesGrp/TotalAmt1538472
IRS990/OtherExpensesGrp/TotalAmt2199277
IRS990/OtherExpensesGrp/TotalAmt368917
IRS990/OtherLiabilitiesGrp/BOYAmt045448
IRS990/OtherLiabilitiesGrp/EOYAmt045216
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt098019
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt099921
IRS990/PrincipalOfficerNm0RANDALL HUGHES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010630456
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010630456
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt016434177
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04762032
IRS990/PYOtherExpensesAmt01845059
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt013618383
IRS990/PYRevenuesLessExpensesAmt094655
IRS990/PYSalariesCompEmpBnftPaidAmt06524
IRS990/PYTotalExpensesAmt018285760
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt018380415
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-599995
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt061954394
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt062398105
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02507757
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02297804
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt093280
IRS990ScheduleD/ExpensesSubtotalAmt013822368
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt093280
IRS990ScheduleD/InvestmentExpensesNotIncldAmt093280
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01043706
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt08640
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt08640
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt045216
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PREPAID CONTRIBUTIONS
IRS990ScheduleD/RevenueNotReportedAmt01043706
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt093280
IRS990ScheduleD/RevenueSubtotalAmt013222373
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE VEBA TRUST FUNDING BENEFITS OF THE PLAN HAS BEEN ORGANIZED UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE BOARD OF TRUSTEES BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. U.S. GAAP REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt013915648
IRS990ScheduleD/TotalLiabilityAmt045216
IRS990ScheduleD/TotalRevenuePerForm990Amt013315653
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt014266079
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt013822368
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST IS GOVERNED BY A JOINT BOARD OF TRUSTEES CONSISTING OF FIVE TRUSTEES. TWO TRUSTEES ARE APPOINTED BY INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 112 REPRESENTING THE PARTICIPANTS AND TWO ARE APPOINTED BY THE CONTRIBUTIONG EMPLOYERS. ONE ADDITIONAL TRUSTEE IS APPOINTED AS A MANAGING TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTANTS AND PRESENTED TO THE TRUSTEES FOR REVIEW. IF ANY OF THE TRUSTEES HAVE COMMENTS OR QUESTIONS, THEY ARE RESOLVED PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES ARE REQUIRED TO DISCLOSE ACTUAL OR PERCEIVED CONFLICTS OF INTEREST BY DECEMBER 31ST OF EACH YEAR. ANY INTERESTED PERSON WITH OBJECTIVE EVIDENCE THAT A TRUSTEE MAY HAVE VIOLATED ANY OF THE PROVISIONS OF THE POLICY MAY REPORT SUCH POSSIBLE VIOLATION TO THE BOARD OF TRUSTEES IN WRITING. THE BOARD OF TRUSTEES WILL INVESTIGATE AND DETERMINE THE APPROPIRATE COURSE OF ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4POSTAGE AND DELIVERY 7,770. BANK SERVICE CHARGES 6,436. CONTINUING EDUCATION 1,065.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE SELECTION, OVERSIGHT, AND RETENTION OF THE INDEPENDENT AUDITORS. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0MI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1MI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd2PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd3OK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd4TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd5PA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd6TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd7LA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt6CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt7CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0JANX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1MID AMERICAN INSPECTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2PRIME NDT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3SHAW PIPELINE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4STANLEY INSPECTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5TEI ANALYTICAL SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6UT QUALITY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7WAGGONER & ASSOCIATES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 112
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LOCAL 112 NDE TRAINING FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0450546196
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1431412060
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02716 S RANGELINE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12716 S RANGELINE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ANDERSON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ANDERSON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd046017
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd146017
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0IN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt062043795
IRS990/TotalAssetsEOYAmt062443321
IRS990/TotalAssetsGrp/BOYAmt062043795
IRS990/TotalAssetsGrp/EOYAmt062443321
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/TotalAmt013915648
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt089401
IRS990/TotalLiabilitiesEOYAmt045216
IRS990/TotalLiabilitiesGrp/BOYAmt089401
IRS990/TotalLiabilitiesGrp/EOYAmt045216
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt061954394
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt062398105
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt010630456
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02685197
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010630456
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt013315653
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt062043795
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt062443321
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02716 S RANGELINE RD
IRS990/USAddress/CityNm0ANDERSON
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046017
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDALL HUGHES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07656435112
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPERATING ENGINEERS LOCAL 112
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH & WELFARE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0261382332
ReturnHeader/Filer/PhoneNum07656435112
ReturnHeader/Filer/USAddress/AddressLine1Txt02716 S RANGELINE RD
ReturnHeader/Filer/USAddress/CityNm0ANDERSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046017
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 SW ADAMS STREET SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PEORIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061602
ReturnHeader/PreparerPersonGrp/PhoneNum03096714500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW SMITH CPA
ReturnHeader/ReturnTs02021-11-08T13:19:38-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.0$0.77$60.2$10.3$10.4$0.14
2023Detailed filing. Detailed filing data is available for this year.$58.2$0.03$58.2$8.87$9.72$0.85
2022Detailed filing. Detailed filing data is available for this year.$54.4$0.03$54.4$8.03$10.7$2.68
2021Detailed filing. Detailed filing data is available for this year.$62.2$0.03$62.2$10.8$12.6$1.71
2020Detailed filing. Detailed filing data is available for this year.$62.4$0.05$62.4$13.3$13.9$0.60
2019Detailed filing. Detailed filing data is available for this year.$62.0$0.09$62.0$18.4$18.3$0.09
2018Detailed filing. Detailed filing data is available for this year.$59.6$0.11$59.4$20.3$15.6$4.66
2017Detailed filing. Detailed filing data is available for this year.$57.1$0.15$56.9$19.0$13.7$5.26
2016Detailed filing. Detailed filing data is available for this year.$49.2$0.22$49.0$14.9$16.8$1.94
2015Detailed filing. Detailed filing data is available for this year.$50.7$0.41$50.3$16.7$15.1$1.56
2014Detailed filing. Detailed filing data is available for this year.$50.8$0.24$50.6$18.0$13.0$5.00
2013Detailed filing. Detailed filing data is available for this year.$44.9$0.07$44.8$19.9$11.4$8.55
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.7$0.02$37.7$9.71
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.8$0.07$31.7$8.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.1$0.09$28.0$8.06