Civic Intelligence

Int'L Union of Operating Engineers Local 399 Educational Training Fund

990 • Fiscal year 2013 • EIN 36-3957585

Jan 01, 2013 to Dec 31, 2013 • Filed on Jul 28, 2014

Organization ProfileN/A
2260 S Grove Street60616

(312) 372-9870

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

13th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2013

Net Margin

87th percentile

23%

Higher net margin than 87% of similar nonprofits.

2013 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

57th percentile

$175,160

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2013 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2013

Asset Growth

69th percentile

8.0%

Faster asset growth than 69% of similar nonprofits.

2013 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$7,311,474

Up $543,117 (+8.0%) from 2012

Net Assets

Up

$7,311,474

Up $543,117 (+8.0%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin87th percentile

Revenue

$2,262,966

No earlier filing loaded for comparison.

Expenses

Up

$1,749,242

Up $225,344 (+15%) from 2012

Net Income

$513,724

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$40M$30M$20M$10M$0Assets 2010: $5,003,590Liabilities 2010: $0Net Assets 2010: $5,003,5902010Assets 2011: $5,950,462Liabilities 2011: $0Net Assets 2011: $5,950,4622011Assets 2012: $6,768,357Liabilities 2012: $0Net Assets 2012: $6,768,3572012Assets 2013: $7,311,474Liabilities 2013: $0Net Assets 2013: $7,311,4742013Assets 2014: $8,494,659Liabilities 2014: $0Net Assets 2014: $8,494,6592014Assets 2015: $9,692,535Liabilities 2015: $0Net Assets 2015: $9,692,5352015Assets 2016: $11,590,797Liabilities 2016: $0Net Assets 2016: $11,590,7972016Assets 2018: $15,499,676Liabilities 2018: $0Net Assets 2018: $15,499,6762018Assets 2020: $21,554,688Liabilities 2020: $245Net Assets 2020: $21,554,4432020Assets 2021: $23,893,725Liabilities 2021: $257Net Assets 2021: $23,893,4682021Assets 2022: $24,208,590Liabilities 2022: $403Net Assets 2022: $24,208,1872022Assets 2023: $27,195,926Liabilities 2023: $13Net Assets 2023: $27,195,9132023Assets 2024: $30,803,774Liabilities 2024: $13Net Assets 2024: $30,803,7612024

Highlighted filing

2013

Assets$7,311,474
Liabilities$0
Net Assets$7,311,474
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0Expenses 2010: $1,139,1052010Expenses 2011: $1,526,1482011Expenses 2012: $1,523,8982012Revenue 2013: $2,262,966Expenses 2013: $1,749,242Net Income 2013: $513,7242013Revenue 2014: $3,005,767Expenses 2014: $1,834,864Net Income 2014: $1,170,9032014Revenue 2015: $3,365,335Expenses 2015: $2,011,012Net Income 2015: $1,354,3232015Revenue 2016: $3,757,500Expenses 2016: $2,046,591Net Income 2016: $1,710,9092016Revenue 2018: $4,362,085Expenses 2018: $2,397,394Net Income 2018: $1,964,6912018Revenue 2020: $5,941,351Expenses 2020: $4,034,426Net Income 2020: $1,906,9252020Revenue 2021: $6,391,960Expenses 2021: $4,520,357Net Income 2021: $1,871,6032021Revenue 2022: $6,291,859Expenses 2022: $4,727,682Net Income 2022: $1,564,1772022Revenue 2023: $7,106,566Expenses 2023: $4,828,052Net Income 2023: $2,278,5142023Revenue 2024: $8,220,164Expenses 2024: $5,138,220Net Income 2024: $3,081,9442024

Highlighted filing

2013

Revenue$2,262,966
Expenses$1,749,242
Net Income$513,724
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jul 28, 2014
Return Version
2013v3.0
Gross Receipts
$2,262,966
Mission and Program Overview

Mission

To educate and train the members in the craft represented by the international union of operating engineers local no 399.

To provide educational assistance to eligible participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,768,357$7,311,474▲ $543,117
Savings and Temporary Cash Investments$5,811,544$3,349,843▼ $2,461,701
Investments in Publicly Traded Securities-$3,040,903-
Land, Buildings, and Equipment, Net$909,359$838,604▼ $70,755
Cash and Non-Interest-Bearing Accounts$47,454$82,124▲ $34,670
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,768,357$7,311,474▲ $543,117
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,768,357$7,311,474▲ $543,117
Total Liabilities and Net Assets / Fund Balance$6,768,357$7,311,474▲ $543,117

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$447,841$337,920$785,761
Leasehold Improvements$390,763$130,255$521,018
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jim CoatesTraining DirectorFT$134,411$40,749$175,160
Thomas J PhillipsAssistant Training DirectorFT$110,656$32,118$142,774

Board Members and Trustees

NameTitle
Patrick KellyDirector/trustee
Arnold KarrTrustee
Harold HackerTrustee
Joseph BelsanTrustee
Maureen EhrenbergTrustee
Ryan EganTrustee
STEVEN O'MARATrustee
William SchuchTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,239,343
Investment Income
$18,201
Other Revenue
$5,422
Change in Net Assets
$513,724

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,262,966
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$29,393
Total Revenue per Audited Statements
$2,292,359
Total Revenue per Form 990
$2,262,966
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$696,293
Salaries, Compensation, and Employee Benefits$542,313
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$510,636
Other Salaries and Wages---$388,615
Occupancy---$302,987
Depreciation Depletion---$103,336
Pension Plan Contributions---$69,121
Other Employee Benefits---$55,935
Fees for Services Other---$37,727
Fees for Services Accounting---$36,158
Office Expenses---$31,220
Payroll Taxes---$28,642
Fees for Services Legal---$22,569
Insurance---$21,259
Information Technology---$17,101
Payments to Affiliates---$15,817
Conferences and Meetings---$6,790
Advertising---$4,651
Other Expenses---$4,246
Travel---$2,347
Total Functional Expenses$0$0$0$1,749,242

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,749,242
Total Expenses per Audited Statements$1,749,242
Total Expenses per Form 990$1,749,242
Expenses Not Reported on Financial Statements$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
Yes
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 8B

“There are no sub-committees that have the authority to act on behalf of the board of trustees.”

Form 990, Part VI, Section B, Line 11

“As directed by the trustees of the organization, the director of the organization is responsible for the review and filing of the form 990.”

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

“Trustees are expected to perform their duties conscientiously, honestly and in accordance with the best interest of the fund. Employees and trustees shall disclose to the board of trustees or director of the fund any conflict of interest such person or related party has regarding any transaction or investigation to be considered by the fund for which they have actual knowledge. The fund shall keep record of all transactions in which a person had a conflict of interest and the procedures following in such instance.”

Form 990, Part VI, Section C, Line 19

“The organization makes its form 990 available for inspection upon request. Other governing documents, including the conflict of interest policy, document retention and desctruction policy and whistleblower policy are not made available to the public.”

Filing and Contact Details

Filer

EIN
36-3957585
Phone
3123729870

Signing Officer

Name
Patrick Kelly
Title
Director
Phone
3123729870
Signed
2014-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patrick Kelly
Formed
1994
Legal Domicile
Il
Voting Board Members
8
Independent Board Members
8
Employees
11
Volunteers
0

Preparer

Preparer
Paul a Merkel
Phone
3122632700
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“The organization follows the modified cash basis of accounting. Revenue and the related assets are recognized when received rather than when earned, and expenses are recognized when paid rather than when incurred, except for the capitalization and depreciation of property and equipment and investments reported at fair value.”

FORM 990, PART XII, LINE 2C:

“The board of trustees select the independent auditors. The oversight of the audit is prerformed by the fund director.”

Raw XML Appendix381 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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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0130255
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0521018
IRS990ScheduleD/NetUnrealizedGainsInvstAmt029393
IRS990ScheduleD/RevenueNotReportedAmt029393
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02262966
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0838604
IRS990ScheduleD/TotalExpensesPerForm990Amt01749242
IRS990ScheduleD/TotalRevenuePerForm990Amt02262966
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JIM COATES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRAINING DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0175160
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO SUB-COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS DIRECTED BY THE TRUSTEES OF THE ORGANIZATION, THE DIRECTOR OF THE ORGANIZATION IS RESPONSIBLE FOR THE REVIEW AND FILING OF THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES ARE EXPECTED TO PERFORM THEIR DUTIES CONSCIENTIOUSLY, HONESTLY AND IN ACCORDANCE WITH THE BEST INTEREST OF THE FUND. EMPLOYEES AND TRUSTEES SHALL DISCLOSE TO THE BOARD OF TRUSTEES OR DIRECTOR OF THE FUND ANY CONFLICT OF INTEREST SUCH PERSON OR RELATED PARTY HAS REGARDING ANY TRANSACTION OR INVESTIGATION TO BE CONSIDERED BY THE FUND FOR WHICH THEY HAVE ACTUAL KNOWLEDGE. THE FUND SHALL KEEP RECORD OF ALL TRANSACTIONS IN WHICH A PERSON HAD A CONFLICT OF INTEREST AND THE PROCEDURES FOLLOWING IN SUCH INSTANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR INSPECTION UPON REQUEST. OTHER GOVERNING DOCUMENTS, INCLUDING THE CONFLICT OF INTEREST POLICY, DOCUMENT RETENTION AND DESCTRUCTION POLICY AND WHISTLEBLOWER POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION FOLLOWS THE MODIFIED CASH BASIS OF ACCOUNTING. REVENUE AND THE RELATED ASSETS ARE RECOGNIZED WHEN RECEIVED RATHER THAN WHEN EARNED, AND EXPENSES ARE RECOGNIZED WHEN PAID RATHER THAN WHEN INCURRED, EXCEPT FOR THE CAPITALIZATION AND DEPRECIATION OF PROPERTY AND EQUIPMENT AND INVESTMENTS REPORTED AT FAIR VALUE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES SELECT THE INDEPENDENT AUDITORS. THE OVERSIGHT OF THE AUDIT IS PRERFORMED BY THE FUND DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
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 XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalProgramServiceRevenueAmt02239343
IRS990/TotalReportableCompFromOrgAmt0251553
IRS990/TotalRevenueGrp/ExclusionAmt018201
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02244765
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IRS990/TotalVolunteersCnt00
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IRS990/TravelGrp/TotalAmt02347
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine102260 S GROVE STREET
IRS990/USAddress/City0CHICAGO
IRS990/USAddress/State0IL
IRS990/USAddress/ZIPCode060616
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03123729870
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10INT'L UNION OF OPERATING ENGINEERS LOCAL
ReturnHeader/Filer/BusinessName/BusinessNameLine20399 EDUCATIONAL TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0INTL
ReturnHeader/Filer/EIN0363957585
ReturnHeader/Filer/PhoneNum03123729870
ReturnHeader/Filer/USAddress/AddressLine102260 S GROVE STREET
ReturnHeader/Filer/USAddress/City0CHICAGO
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode060616
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0362152389
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BANSLEY AND KIENER LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine108745 WEST HIGGINS ROAD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode060631
ReturnHeader/PreparerPersonGrp/PhoneNum03122632700
ReturnHeader/PreparerPersonGrp/PreparationDt02014-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL A MERKEL
ReturnHeader/ReturnTs02014-07-29T14:36:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,311,474
Liabilities
$0
Net assets
$7,311,474
Revenue
$2,262,966
Expenses
$1,749,242
Net income
$513,724
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.8$0.00$30.8$8.22$5.14$3.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.2$0.00$27.2$7.11$4.83$2.28
2022Detailed filing. Detailed filing data is available for this year.$24.2$0.00$24.2$6.29$4.73$1.56
2021Detailed filing. Detailed filing data is available for this year.$23.9$0.00$23.9$6.39$4.52$1.87
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.6$0.00$21.6$5.94$4.03$1.91
2018Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$4.36$2.40$1.96
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.6$0.00$11.6$3.76$2.05$1.71
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.69$0.00$9.69$3.37$2.01$1.35
2014Detailed filing. Detailed filing data is available for this year.$8.49$0.00$8.49$3.01$1.83$1.17
2013Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$2.26$1.75$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.77$0.00$6.77$1.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.95$0.00$5.95$1.53
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.00$0.00$5.00$1.14