Civic Intelligence

Operating Engineers Local No 3 Heavy & Highway

990 • Fiscal year 2021 • EIN 27-0080889

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 15, 2022

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

66th percentile

0.04x

Higher debt load relative to assets than 66% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.04x

Higher debt load relative to revenue than 57% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Net Margin

92nd percentile

41%

Higher net margin than 92% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

90th percentile

$223,157

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Asset Growth

98th percentile

99%

Faster asset growth than 98% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

146%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$1,321,458

Up $658,768 (+99%) from 2020

Net Assets

Up

$1,263,800

Up $649,749 (+106%) from 2020

Liabilities

Up

$57,658

Up $9,019 (+19%) from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin92nd percentile

Revenue

Up

$1,594,103

Up $946,150 (+146%) from 2020

Expenses

Up

$944,354

Up $834,865 (+763%) from 2020

Net Income

Up

$649,749

Up $111,285 (+21%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2021

Assets$1,321,458
Liabilities$57,658
Net Assets$1,263,800
Open 2021 Filing

Operations Trend

Revenue Growth97th 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

2021

Revenue$1,594,103
Expenses$944,354
Net Income$649,749
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 15, 2022
Return Version
2021v4.2
Gross Receipts
$1,594,103
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$614,051$1,263,800▲ $649,749
Cash and Non-Interest-Bearing Accounts$408,916$918,136▲ $509,220
Accounts Receivable$179,721$288,007▲ $108,286
Land, Buildings, and Equipment, Net$71,229$106,987▲ $35,758
Prepaid Expenses and Deferred Charges$2,824$8,328▲ $5,504
Savings and Temporary Cash Investments$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$662,690$1,321,458▲ $658,768
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$45,351$54,391▲ $9,040
Other Liabilities$3,288$3,267▼ $21
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$48,639$57,658▲ $9,019
Net Assets / Fund Balance
Total Net Assets Fund Balance$614,051$1,263,800▲ $649,749
Total Liabilities and Net Assets / Fund Balance$662,690$1,321,458▲ $658,768

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$96,404$21,563$117,967
Equipment$10,583$3,155$13,738
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dina MorsiExecutive DirectorFT$151,494$71,663$223,157
Robert CarrionCompliance AgentFT$138,530$71,663$210,193
Matthew HilliardCompliance AgentFT$127,174$71,663$198,837

Board Members and Trustees

NameTitle
Dan RedingTrustee
Steve ClarkTrustee
Steve IngersollTrustee
Thomas HolsmanTrustee
Mark BreslinTrustee - Former
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,591,879
Investment Income
$1,302
Other Revenue
$922
Change in Net Assets
$649,749

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,594,103
Total Revenue per Audited Statements
$1,594,103
Total Revenue per Form 990
$1,594,103
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$801,167
Other Expenses$143,187
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$499,254
Pension Plan Contributions---$179,720
Other Employee Benefits---$83,885
Payroll Taxes---$38,308
Office Expenses---$23,075
Depreciation Depletion---$21,984
Travel---$18,532
Fees for Services Management---$16,436
Occupancy---$14,782
Fees for Services Legal---$13,951
Fees for Services Accounting---$12,000
Fees for Services Other---$9,687
Insurance---$8,444
Other Expenses---$2,555
Total Functional Expenses$0$0$0$944,354

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$944,354
Total Expenses per Audited Statements$944,354
Total Expenses per Form 990$944,354
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
Due to Mpsa Inc.$3,267
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
1600 HARBOR BAY PKWY STE 200, ALAMEDA, CA 94502

Signing Officer

Name
Dan Reding
Title
Trustee
Phone
5103373050
Signed
2022-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Reding
Formed
2004
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
2
Employees
5
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
275 BATTERY ST STE 1800, SAN FRANCISCO, CA 94111-3346
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 301(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 480 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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IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE - FORMER
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IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt01741
IRS990/OtherExpensesGrp/TotalAmt12555
IRS990/OtherLiabilitiesGrp/BOYAmt03288
IRS990/OtherLiabilitiesGrp/EOYAmt03267
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0LIQUIDATED DAMAGES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0922
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0922
IRS990/OtherRevenueTotalAmt0922
IRS990/OtherSalariesAndWagesGrp/TotalAmt0499254
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt038308
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0179720
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02824
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt08328
IRS990/PrincipalOfficerNm0DAN REDING
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01591879
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01591879
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt025000
IRS990/PYInvestmentIncomeAmt090
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt027501
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0647863
IRS990/PYRevenuesLessExpensesAmt0538464
IRS990/PYSalariesCompEmpBnftPaidAmt056988
IRS990/PYTotalExpensesAmt0109489
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0647953
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0649749
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0614051
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01263800
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt010583
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03155
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013738
IRS990ScheduleD/ExpensesSubtotalAmt0944354
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt096404
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt021563
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0117967
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03267
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO MPSA INC.
IRS990ScheduleD/RevenueSubtotalAmt01594103
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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0106987
IRS990ScheduleD/TotalExpensesPerForm990Amt0944354
IRS990ScheduleD/TotalLiabilityAmt03267
IRS990ScheduleD/TotalRevenuePerForm990Amt01594103
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01594103
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0944354
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0138530
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1127174
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2151494
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt049324
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt149324
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt249324
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt022339
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt122339
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt222339
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT CARRION
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MATTHEW HILLIARD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2DINA MORSI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0COMPLIANCE AGENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1COMPLIANCE AGENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0210193
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1198837
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2223157
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1THE TRUST DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST'S 990 IS AVAILABLE ON THE TRUSTEE WEBSITE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE QUARTERLY BOARD MEETINGS PROVIDE AN OFFICIAL VENUE FOR OFFICERS, DIRECTORS AND TRUSTEES TO DISCLOSE SUCH INTERESTS THAT COULD GIVE RISE TO CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, LINE 1 AND PART III, LINE 1 AND 4a - ORGANIZATION'S MISSION:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION A, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VII, SECTION A, LINE 1A:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTL UNION OF OPERATING ENG LO UNION 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MULTI-PLAN SERVICE AGENCY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0940577785
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1813751949
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SHARED EXP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01620 S LOOP RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt13920 LENNANE DR STE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ALAMEDA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SACRAMENTO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094502
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd195834
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,321,458
Liabilities
$57,658
Net assets
$1,263,800
Revenue
$1,594,103
Expenses
$944,354
Net income
$649,749
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
2021Detailed filing. Detailed filing data is available for this year.$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