Civic Intelligence

Operating Engineers Local No 3 Heavy & Highway

990EZ • Fiscal year 2016 • EIN 27-0080889

Jan 01, 2016 to Dec 31, 2016 • Filed on May 22, 2017

Organization ProfileN/A
1600 Harbor Bay Pkwy Ste 200Alameda, CA 94502

(510) 671-8800

Siviq Scores

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

Liabilities / Assets

79th percentile

0.04x

Higher debt load relative to assets than 79% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

85th percentile

0.06x

Higher debt load relative to revenue than 85% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

88th percentile

26%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

85th percentile

25%

Faster asset growth than 85% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

41st percentile

-1.0%

Faster revenue growth than 41% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$91,524

Up $18,038 (+25%) from 2015

Net Assets

Up

$88,236

Up $15,852 (+22%) from 2015

Liabilities

Up

$3,288

Up $2,186 (+198%) from 2015

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin88th percentile

Revenue

Down

$51,459

Down $502 (-1.0%) from 2015

Expenses

Down

$38,256

Down $205,976 (-84%) from 2015

Net Income

Up

$13,203

Up $205,474 (+107%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$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

2016

Assets$91,524
Liabilities$3,288
Net Assets$88,236
Open 2016 Filing

Operations Trend

Revenue Growth41st percentile

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

2016

Revenue$51,459
Expenses$38,256
Net Income$13,203
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 22, 2017
Return Version
2016v3.0
Gross Receipts
$51,459
Mission and Program Overview

Mission

SEE SCHEDULE O

Program Services

DescriptionGrantsExpenses
SEE SCHEDULE O--
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUSSELL BURNSTrusteePT$0--
MARK BRESLINTrusteePT$0--
CARL GOFFTrusteePT$0--
THOMAS HOLSMANTrusteePT$0--
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
1600 HARBOR BAY PKWY STE 200, ALAMEDA, CA 94502

Signing Officer

Name
Russell Burns
Title
co-chairman
Phone
5103373050
Signed
2017-05-22
Discuss with paid preparer
Yes

Preparer

Firm
Miller Kaplan Arase Llp
Address
44 MONTGOMERY ST STE 3701, SAN FRANCISCO, CA 94104-4831
Preparer
Catherine Gardner
Phone
4159563600
Supplemental Narrative

Additional Explanations

Part I, Line 20:

“Unrealized Appreciation of Investment.”

Part III, Line 28:

“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 301(c)(9) OF THE LABOR MANAGEMENT RELATIONS ACT OF 1947, AND SECTION 5 OF THE LABOR MANAGEMENT COOPERATION ACT OF 1978.”

Form 990EZ Part I Line 10

“Donees name:construction industry force account council donees address:837 arnold dr ste 200 martinez, ca 94553 purpose of payment:to create and increase job opportunities for amount:25000”

Form 990EZ Part I Line 16

“Description:MANAGEMENT FEES Amount:5880”

Form 990EZ Part I Line 16

“Description:INSURANCE Amount:2678”

Form 990EZ Part I Line 16

“Description:MISCELLANEOUS Amount:1563”

Form 990EZ Part II Line 24

“Description:PREPAID EXPENSES BOY Amount:292 EOY Amount:292”

Raw XML Appendix135 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0ZENITH AMERICAN SOLUTIONS
IRS990EZ/BooksInCareOfDetail/PhoneNum05106718800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01600 HARBOR BAY PKWY STE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALAMEDA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0945027089
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt065536
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt083605
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013203
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03135
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt073486
IRS990EZ/Form990TotalAssetsGrp/EOYAmt091524
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt025000
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt051459
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0614
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072384
IRS990EZ/NetAssetsOrFundBalancesEOYAmt088236
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072384
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt088236
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RUSSELL BURNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MARK BRESLIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CARL GOFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS HOLSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt07950
IRS990EZ/OtherAssetsTotalDetail/EOYAmt07919
IRS990EZ/OtherChangesInNetAssetsAmt02649
IRS990EZ/OtherExpensesTotalAmt010121
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SEE SCHEDULE O
IRS990EZ/ProgramServiceRevenueAmt050845
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SEE SCHEDULE O
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01102
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt03288
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038256
IRS990EZ/TotalRevenueAmt051459
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Unrealized Appreciation of Investment.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION'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 301(c)(9) OF THE LABOR MANAGEMENT RELATIONS ACT OF 1947, AND SECTION 5 OF THE LABOR MANAGEMENT COOPERATION ACT OF 1978.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DONEES NAME:CONSTRUCTION INDUSTRY FORCE ACCOUNT COUNCIL DONEES ADDRESS:837 ARNOLD DR STE 200 MARTINEZ, CA 94553 PURPOSE OF PAYMENT:TO CREATE AND INCREASE JOB OPPORTUNITIES FOR AMOUNT:25000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:MANAGEMENT FEES Amount:5880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:INSURANCE Amount:2678
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:MISCELLANEOUS Amount:1563
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:PREPAID EXPENSES BOY Amount:292 EOY Amount:292
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 20:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part III, Line 28:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990EZ PART II LINE 24
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RUSSELL BURNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0co-chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum05103373050
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPERATING ENGINEERS LOCAL NO 3 HEAVY &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HIGHWAY
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0270080889
ReturnHeader/Filer/InCareOfNm0% ZENITH AMERICAN SOLUTIONS
ReturnHeader/Filer/PhoneNum05106718800
ReturnHeader/Filer/USAddress/AddressLine1Txt01600 HARBOR BAY PKWY STE 200
ReturnHeader/Filer/USAddress/CityNm0ALAMEDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094502
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EFEF038C8C3FBB36EF58C84E4BE5A15DC5CB4839
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0895BD3731299A8643050337F2A99E55EAEE1AC5E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId095416620171435000003
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-05-23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.1.171.253
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER KAPLAN ARASE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt044 MONTGOMERY ST STE 3701
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0941044831
ReturnHeader/PreparerPersonGrp/PhoneNum04159563600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Catherine Gardner
ReturnHeader/ReturnTs02017-05-23T11:14:23-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$91,524
Liabilities
$3,288
Net assets
$88,236
Revenue
$51,459
Expenses
$38,256
Net income
$13,203
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)5 • <$500k nonprofits