Civic Intelligence

Operating Engineers 520 Vacation Fund

990 • Fiscal year 2022 • EIN 37-6149098

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 23, 2023

Organization ProfileN/A

View Organization Page

8 Executive Woods CourtSwansea, IL 62226

(618) 233-7978

Siviq Scores

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

Liabilities / Assets

95th percentile

0.97x

Higher debt load relative to assets than 95% of similar nonprofits.

2022 filings • 501(c)9 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

97th percentile

28.91x

Higher debt load relative to revenue than 97% of similar nonprofits.

2022 filings • 501(c)9 • <$500k nonprofits • Source year 2022

Net Margin

56th percentile

0.9%

Higher net margin than 56% of similar nonprofits.

2022 filings • 501(c)9 • <$500k nonprofits • Source year 2022

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2022 filings • 501(c)9 • <$500k nonprofits • Source year 2022

Asset Growth

46th percentile

-8.7%

Faster asset growth than 46% of similar nonprofits.

2022 filings • 501(c)9 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

77th percentile

12%

Faster revenue growth than 77% of similar nonprofits.

2022 filings • 501(c)9 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$366,007

Down $35,067 (-8.7%) from 2021

Net Assets

Up

$12,039

Up $105 (+0.9%) from 2021

Liabilities

Down

$353,968

Down $35,172 (-9.0%) from 2021

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin56th percentile

Revenue

Up

$12,243

Up $1,326 (+12%) from 2021

Expenses

Up

$12,138

Up $3 (+0.0%) from 2021

Net Income

Up

$105

Up $1,323 (+109%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$600K$400K$200K$0Assets 2011: $474,598Liabilities 2011: $465,199Net Assets 2011: $9,3992011Assets 2012: $411,097Liabilities 2012: $400,134Net Assets 2012: $10,9632012Assets 2013: $316,713Liabilities 2013: $309,832Net Assets 2013: $6,8812013Assets 2014: $373,349Liabilities 2014: $371,168Net Assets 2014: $2,1812014Assets 2015: $442,170Liabilities 2015: $441,566Net Assets 2015: $6042015Assets 2016: $479,520Liabilities 2016: $472,732Net Assets 2016: $6,7882016Assets 2017: $340,735Liabilities 2017: $329,923Net Assets 2017: $10,8122017Assets 2018: $341,696Liabilities 2018: $328,820Net Assets 2018: $12,8762018Assets 2019: $372,394Liabilities 2019: $357,758Net Assets 2019: $14,6362019Assets 2020: $391,300Liabilities 2020: $378,148Net Assets 2020: $13,1522020Assets 2021: $401,074Liabilities 2021: $389,140Net Assets 2021: $11,9342021Assets 2022: $366,007Liabilities 2022: $353,968Net Assets 2022: $12,0392022Assets 2023: $411,414Liabilities 2023: $398,985Net Assets 2023: $12,4292023Assets 2024: $489,270Liabilities 2024: $473,999Net Assets 2024: $15,2712024

Highlighted filing

2022

Assets$366,007
Liabilities$353,968
Net Assets$12,039
Open 2022 Filing

Operations Trend

Revenue Growth77th percentile

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

$20K$10K$0-$10KRevenue 2011: $13,425Expenses 2011: $7,786Net Income 2011: $5,6392011Revenue 2012: $9,494Expenses 2012: $7,930Net Income 2012: $1,5642012Revenue 2013: $5,990Expenses 2013: $10,072Net Income 2013: -$4,0822013Revenue 2014: $6,293Expenses 2014: $10,993Net Income 2014: -$4,7002014Revenue 2015: $11,003Expenses 2015: $12,580Net Income 2015: -$1,5772015Revenue 2016: $19,387Expenses 2016: $13,203Net Income 2016: $6,1842016Revenue 2017: $15,074Expenses 2017: $11,050Net Income 2017: $4,0242017Revenue 2018: $13,404Expenses 2018: $11,340Net Income 2018: $2,0642018Revenue 2019: $14,216Expenses 2019: $12,456Net Income 2019: $1,7602019Revenue 2020: $10,075Expenses 2020: $11,559Net Income 2020: -$1,4842020Revenue 2021: $10,917Expenses 2021: $12,135Net Income 2021: -$1,2182021Revenue 2022: $12,243Expenses 2022: $12,138Net Income 2022: $1052022Revenue 2023: $13,291Expenses 2023: $12,901Net Income 2023: $3902023Revenue 2024: $16,316Expenses 2024: $13,474Net Income 2024: $2,8422024

Highlighted filing

2022

Revenue$12,243
Expenses$12,138
Net Income$105
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 23, 2023
Return Version
2022v5.0
Gross Receipts
$12,243
Mission and Program Overview

Mission

To provide vacation benefits per collective bargaining agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$147,772$157,212▲ $9,440
Cash and Non-Interest-Bearing Accounts$124,193$109,571▼ $14,622
Accounts Receivable$128,218$98,331▼ $29,887
Rtn Earn Endowment Incm Other Fnds$11,934$12,039▲ $105
Prepaid Expenses and Deferred Charges$891$893▲ $2
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$401,074$366,007▼ $35,067
Liabilities
Deferred Revenue$380,340$337,653▼ $42,687
Accounts Payable and Accrued Expenses$8,800$16,315▲ $7,515
Total Liabilities$389,140$353,968▼ $35,172
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,934$12,039▲ $105
Total Liabilities and Net Assets / Fund Balance$401,074$366,007▼ $35,067
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Mark JohnsonChairman
David BaxmeyerTrustee
Donald FerrariTrustee
Steven SmithTrustee
Timothy KeeleyTrustee
Julie VisintineAdministrative Mgr.
Charles MahoneySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,066
Investment Income
$177
Other Revenue
$0
Change in Net Assets
$105

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,243
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,429,113
Total Revenue per Audited Statements
$1,441,356
Total Revenue per Form 990
$12,243
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,138
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
Fees for Services Accounting---$7,500
Insurance---$2,449
Other Expenses---$1,800
Fees for Services Legal---$389
Total Functional Expenses$0$0$0$12,138

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,483,938
Expenses Not Reported on Form 990$1,471,800
Expenses per Audited Statements$12,138
Total Expenses per Form 990$12,138
Expenses Not Reported on Financial Statements$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
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11B

“A draft of form 990 is provided to client for review and approval prior to final filing.”

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

“Plan reviews annual disclosures by trustees, if applicable, to determine if any conflicts of interest occured during each year.”

Form 990, Part VI, Section B, Line 15

“Administrative manager is not compensated. Board of trustees are not compensated.”

Form 990, Part VI, Section C, Line 19

“Governing documents, policies, financial statements and form 990 are available at the fund office upon request.”

Filing and Contact Details

Filer

Filer Name
Operating Engineers Local
EIN
37-6149098
Phone
6182337978
Address
8 EXECUTIVE WOODS COURT, SWANSEA, IL 62226

Signing Officer

Name
Mark Johnson
Title
Chairman
Phone
6182337978
Signed
2023-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Johnson
Formed
1974
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Scheffel Boyle
Address
222 EAST MAIN STREET, BELLEVILLE, IL 62220
Preparer
Andrea Suhre CPA
Phone
6182778100
Supplemental Narrative

Additional Explanations

Part XXI - Line 2C

“No change from prior period, board of trustees assumes responsibility for oversight.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Employee contributions 1,429,113.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Vacation benefits paid directly to participants 1,471,800.”

Raw XML Appendix319 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/PersonNm4MARK JOHNSON
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6ADMINISTRATIVE MGR.
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt012243
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt02449
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IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE VACATION BENEFITS PER COLLECTIVE BARGAINING AGREEMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt012039
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATION
IRS990/OtherExpensesGrp/TotalAmt01800
IRS990/OtherOrganizationDsc0VACATION PLAN
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EMPLOYEE CONTRIBUTIONS 1,429,113.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1VACATION BENEFITS PAID DIRECTLY TO PARTICIPANTS 1,471,800.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF FORM 990 IS PROVIDED TO CLIENT FOR REVIEW AND APPROVAL PRIOR TO FINAL FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLAN REVIEWS ANNUAL DISCLOSURES BY TRUSTEES, IF APPLICABLE, TO DETERMINE IF ANY CONFLICTS OF INTEREST OCCURED DURING EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATIVE MANAGER IS NOT COMPENSATED. BOARD OF TRUSTEES ARE NOT COMPENSATED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE AT THE FUND OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO CHANGE FROM PRIOR PERIOD, BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART XXI - LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0366007
IRS990/TotalAssetsGrp/BOYAmt0401074
IRS990/TotalAssetsGrp/EOYAmt0366007
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt0353968
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IRS990/TotalLiabilitiesGrp/EOYAmt0353968
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalVolunteersCnt00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08 EXECUTIVE WOODS COURT
IRS990/USAddress/CityNm0SWANSEA
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd062226
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06182337978
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPERATING ENGINEERS LOCAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0520 VACATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0376149098
ReturnHeader/Filer/PhoneNum06182337978
ReturnHeader/Filer/USAddress/AddressLine1Txt08 EXECUTIVE WOODS COURT
ReturnHeader/Filer/USAddress/CityNm0SWANSEA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd062226
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371206530
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHEFFEL BOYLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0222 EAST MAIN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BELLEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd062220
ReturnHeader/PreparerPersonGrp/PhoneNum06182778100
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREA SUHRE CPA
ReturnHeader/ReturnTs02023-11-09T07:58:11-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHNSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$366,007
Liabilities
$353,968
Net assets
$12,039
Revenue
$12,243
Expenses
$12,138
Net income
$105
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.89$4.74$0.15$0.16$0.13$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.11$3.99$0.12$0.13$0.13$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.66$3.54$0.12$0.12$0.12$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.01$3.89$0.12$0.11$0.12$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$3.78$0.13$0.10$0.12$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$3.58$0.15$0.14$0.12$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$3.29$0.13$0.13$0.11$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.41$3.30$0.11$0.15$0.11$0.04
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.80$4.73$0.07$0.19$0.13$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.42$4.42$0.01$0.11$0.13$0.02
2014Summary only. Only limited summary data is available for this year.$3.73$3.71$0.02$0.06$0.11$0.05
2013Summary only. Only limited summary data is available for this year.$3.17$3.10$0.07$0.06$0.10$0.04
2012Summary only. Only limited summary data is available for this year.$4.11$4.00$0.11$0.09$0.08$0.02
2011Summary only. Only limited summary data is available for this year.$4.75$4.65$0.09$0.13$0.08$0.06
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2022 filings • 501(c)9 • <$500k nonprofits