Civic Intelligence

Operating Engineers Local No 3 Heavy &

EIN 27-0080889 • 501(c)5 • Alameda, CA

1141 Harbor Bay Pkwy Ste 100Alameda, CA 94502

n/A

Siviq Scores

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

Liabilities / Assets

69th percentile

0.05x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.05x

Higher debt load relative to revenue than 67% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Net Margin

54th percentile

8.9%

Higher net margin than 54% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2017

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

43rd percentile

4.3%

Faster revenue growth than 43% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$2,900,024

Up $675,033 (+30%) from 2022

Liabilities

Down

$131,252

Down $37,000 (-22%) from 2022

Net Assets

Up

$2,768,772

Up $712,033 (+35%) from 2022

Operations
Liabilities / Revenue67th percentileNet Margin54th percentile

Revenue

Up

$2,403,074

Up $194,632 (+8.8%) from 2022

Expenses

Up

$2,188,542

Up $773,039 (+55%) from 2022

Net Income

Down

$214,532

Down $578,407 (-73%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $265,308Liabilities 2014: $174Net Assets 2014: $265,1342014Assets 2015: $73,486Liabilities 2015: $1,102Net Assets 2015: $72,3842015Assets 2016: $91,524Liabilities 2016: $3,288Net Assets 2016: $88,2362016Assets 2017: $149,551Liabilities 2017: $427Net Assets 2017: $149,1242017Assets 2018: $182,001Liabilities 2018: $49,446Net Assets 2018: $132,5552018Assets 2020: $662,690Liabilities 2020: $48,639Net Assets 2020: $614,0512020Assets 2021: $1,321,458Liabilities 2021: $57,658Net Assets 2021: $1,263,8002021Assets 2022: $2,224,991Liabilities 2022: $168,252Net Assets 2022: $2,056,7392022Assets 2024: $2,900,024Liabilities 2024: $131,252Net Assets 2024: $2,768,7722024

Highlighted filing

2024

Assets$2,900,024
Liabilities$131,252
Net Assets$2,768,772
Open 2024 Filing

Operations Trend

Revenue Growth43rd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $125,484Expenses 2014: $242,650Net Income 2014: -$117,1662014Revenue 2015: $51,961Expenses 2015: $244,232Net Income 2015: -$192,2712015Revenue 2016: $51,459Expenses 2016: $38,256Net Income 2016: $13,2032016Revenue 2017: $65,691Expenses 2017: $10,809Net Income 2017: $54,8822017Revenue 2018: $69,180Expenses 2018: $85,340Net Income 2018: -$16,1602018Revenue 2020: $647,953Expenses 2020: $109,489Net Income 2020: $538,4642020Revenue 2021: $1,594,103Expenses 2021: $944,354Net Income 2021: $649,7492021Revenue 2022: $2,208,442Expenses 2022: $1,415,503Net Income 2022: $792,9392022Revenue 2024: $2,403,074Expenses 2024: $2,188,542Net Income 2024: $214,5322024

Highlighted filing

2024

Revenue$2,403,074
Expenses$2,188,542
Net Income$214,532
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,900,024
Liabilities
$131,252
Net assets
$2,768,772
Revenue
$2,403,074
Expenses
$2,188,542
Net income
$214,532
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.90$0.13$2.77$2.40$2.19$0.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.22$0.17$2.06$2.21$1.42$0.79
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.06$1.26$1.59$0.94$0.65
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.05$0.61$0.65$0.11$0.54
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.18$0.05$0.13$0.07$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.07$0.01$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.05$0.04$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.07$0.00$0.07$0.05$0.24$0.19
2014Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.13$0.24$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 28, 2025
Return Version
2024v5.2
Gross Receipts
$2,403,074
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,554,240$2,768,772▲ $214,532
Savings and Temporary Cash Investments$2,144,408$2,401,730▲ $257,322
Accounts Receivable$387,345$363,840▼ $23,505
Land, Buildings, and Equipment, Net$94,870$94,622▼ $248
Prepaid Expenses and Deferred Charges$23,514$24,444▲ $930
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$2,689,854$2,900,024▲ $210,170
Other Assets Total$39,717$15,388▼ $24,329
Liabilities
Accounts Payable and Accrued Expenses$70,062$88,223▲ $18,161
Other Liabilities$65,552$43,029▼ $22,523
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$135,614$131,252▼ $4,362
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,554,240$2,768,772▲ $214,532
Total Liabilities and Net Assets / Fund Balance$2,689,854$2,900,024▲ $210,170

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$94,622$130,506$225,128
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dina MorsiExecutive DirectorFT$178,195$72,183$250,378
Matthew HilliardCompliance AgentFT$169,507$72,183$241,690
David CimmetCompliance AgentFT$164,918$72,183$237,101
Kristyn PairCompliance AgentFT$164,581$72,183$236,764
J F AtencioCompliance AgentFT$162,574$72,183$234,757

Board Members and Trustees

NameTitle
Anthony AscencioTrustee
Dan RedingTrustee
Jim JacobsTrustee
Nathan TuckerTrustee
Steve ClarkTrustee
Thomas HolsmanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,349,194
Investment Income
$52,211
Other Revenue
$1,669
Change in Net Assets
$214,532

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,403,074
Total Revenue per Audited Statements
$2,403,074
Total Revenue per Form 990
$2,403,074
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,856,639
Other Expenses$331,903
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,178,197
Pension Plan Contributions---$390,004
Other Employee Benefits---$194,028
Payroll Taxes---$94,410
Other Expenses---$42,609
Fees for Services Legal---$37,952
Insurance---$37,282
Information Technology---$36,866
Travel---$32,952
Fees for Services Other---$30,354
Occupancy---$29,819
Conferences and Meetings---$19,410
Fees for Services Management---$18,519
Office Expenses---$15,837
Fees for Services Accounting---$13,700
Total Functional Expenses$0$0$0$2,188,542

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,188,542
Total Expenses per Audited Statements$2,188,542
Total Expenses per Form 990$2,188,542
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Vacation Payable$25,251
Lease Obligation$15,388
Due to Mpsa Inc.$2,390
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION A, LINE 8B:

“The trust does not have any committees with authority to act on behalf of the governing body.”

PART VI, SECTION B, LINE 11B:

“The trust's 990 is available on the trustee website for review prior to filing.”

PART VI, SECTION B, LINE 12C:

“The quarterly board meetings provide an official venue for officers, directors and trustees to disclose such interests that could give rise to conflict.”

PART VI, SECTION C, LINE 19:

“The trust makes its governing documents and financial statements available to participants upon request.”

PART VII, SECTION A, LINE 1A:

“Trustees are not compensated by the trust. Compensation paid to trustees employed by other related organizations is reported on the form 990 filed with the irs by the related tax-exempt organization. For additional information, contact the third-party administrator, zenith american solutions. Below is the related organization that paid compensation to the trustee: international union of operating engineers local no. 3, ein 94-0577785.”

Filing and Contact Details

Filer

Filer Name
Operating Engineers Local No 3 Heavy &
EIN
27-0080889
In Care Of
% ZENITH AMERICAN SOLUTIONS
Phone
5106718800
Address
1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA 94502

Signing Officer

Name
Dan Reding
Title
Trustee
Phone
5103373050
Signed
2025-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Reding
Formed
2004
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
3
Employees
8
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
595 MARKET ST STE 920, SAN FRANCISCO, CA 94105-2814
Preparer
Jesse Ward
Phone
4159563600
Supplemental Narrative

Additional Explanations

Part I, LINE 1 AND PART III, LINE 1 AND 4A - ORGANIZATION'S MISSION:

“THE PURPOSE OF THIS TRUST IS TO PROMOTE LABOR MANAGEMENT COOPERATION, FURTHERING EMPLOYMENT OPPORTUNITIES IN THE CONSTRUCTION INDUSTRY, AND ALL OTHER PURPOSE PERMITTED BY THE PROVISIONS OF SECTION 302(c)(9) OF THE LABOR MANAGEMENT RELATIONS ACT OF 1947, AND SECTION 5 OF THE LABOR MANAGEMENT COOPERATION ACT OF 1978.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america requires management to evaluate tax positions taken by the trust and recognize a tax liability if the trust has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The trust 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 554 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt1COMPLIANCE AGENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt3COMPLIANCE AGENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4COMPLIANCE AGENT
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IRS990/InsuranceGrp/TotalAmt037282
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IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
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IRS990/NetAssetsOrFundBalancesEOYAmt02768772
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/OfficeExpensesGrp/TotalAmt015837
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
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IRS990/OtherAssetsTotalGrp/EOYAmt015388
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0194028
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc1MPSA, INC. ADMIN FEES
IRS990/OtherExpensesGrp/Desc2DEPRECIATION
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IRS990/OtherExpensesGrp/TotalAmt113028
IRS990/OtherExpensesGrp/TotalAmt242609
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0LIQUIDATED DAMAGES
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt024444
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IRS990/PYSalariesCompEmpBnftPaidAmt01576629
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt125251
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt215388
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO MPSA INC.
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED VACATION PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2LEASE OBLIGATION
IRS990ScheduleD/RevenueSubtotalAmt02403074
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY IF THE TRUST HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE TRUST 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:
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IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2164581
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt349844
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt449844
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MATTHEW HILLIARD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DINA MORSI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2KRISTYN PAIR

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