Civic Intelligence

Operating Engineers 520 Vacation Fund

990 • Fiscal year 2023 • EIN 37-6149098

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 24, 2024

Organization ProfileN/A

View Organization Page

8 Executive Woods CourtSwansea, IL 62226

(618) 233-7978

Siviq Scores

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Balance Sheet

Assets

Up

$411,414

Up $45,407 (+12%) from 2022

Net Assets

Up

$12,429

Up $390 (+3.2%) from 2022

Liabilities

Up

$398,985

Up $45,017 (+13%) from 2022

Revenue And Expenses

Revenue

Up

$13,291

Up $1,048 (+8.6%) from 2022

Expenses

Up

$12,901

Up $763 (+6.3%) from 2022

Net Income

Up

$390

Up $285 (+271%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$411,414
Liabilities$398,985
Net Assets$12,429
Open 2023 Filing

Operations Trend

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

2023

Revenue$13,291
Expenses$12,901
Net Income$390
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 24, 2024
Return Version
2023v5.1
Gross Receipts
$13,291
Mission and Program Overview

Mission

To provide vacation benefits per collective bargaining agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$157,212$193,681▲ $36,469
Accounts Receivable$98,331$115,273▲ $16,942
Cash and Non-Interest-Bearing Accounts$109,571$101,624▼ $7,947
Rtn Earn Endowment Incm Other Fnds$12,039$12,429▲ $390
Prepaid Expenses and Deferred Charges$893$836▼ $57
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$366,007$411,414▲ $45,407
Liabilities
Deferred Revenue$337,653$381,685▲ $44,032
Accounts Payable and Accrued Expenses$16,315$17,300▲ $985
Total Liabilities$353,968$398,985▲ $45,017
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,039$12,429▲ $390
Total Liabilities and Net Assets / Fund Balance$366,007$411,414▲ $45,407
Compensation and Service Providers

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
$13,110
Investment Income
$181
Other Revenue
$0
Change in Net Assets
$390

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,291
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,562,553
Total Revenue per Audited Statements
$1,575,844
Total Revenue per Form 990
$13,291
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,901
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---$8,000
Insurance---$2,351
Other Expenses---$1,800
Fees for Services Legal---$750
Total Functional Expenses$0$0$0$12,901

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,531,422
Expenses Not Reported on Form 990$1,518,521
Expenses per Audited Statements$12,901
Total Expenses per Form 990$12,901
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
2024-10-24
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 XII - 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 1,562,553.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Vacation benefits paid directly to participants 1,518,521.”

Raw XML Appendix314 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PLAN REVIEWS ANNUAL DISCLOSURES BY TRUSTEES, IF APPLICABLE, TO DETERMINE IF ANY CONFLICTS OF INTEREST OCCURED DURING EACH YEAR.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO CHANGE FROM PRIOR PERIOD, BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT.
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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/PreparationDt02024-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREA SUHRE CPA
ReturnHeader/ReturnTs02024-11-14T14:57:41-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$411,414
Liabilities
$398,985
Net assets
$12,429
Revenue
$13,291
Expenses
$12,901
Net income
$390
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
2023Detailed filing. Detailed filing data is available for this year.$4.11$3.99$0.12$0.13$0.13$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$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