Civic Intelligence

Mackenzie Engineering Inc Veba Trust

EIN 47-6650627 • 501(c)9 • Portland, OR

Profile

Provision of health care expense benefits for mackenzie engineering, inc. Retirees and their qualified beneficiaries.

1515 SE Water Ave 100Portland, OR 97214

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

75th percentile

27%

Higher net margin than 75% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

69th percentile

9.6%

Faster asset growth than 69% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

2.0%

Faster revenue growth than 43% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$1,096,991

Up $96,054 (+9.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,096,991

Up $96,054 (+9.6%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin75th percentile

Revenue

Up

$223,188

Up $4,326 (+2.0%) from 2023

Expenses

Up

$163,807

Up $24,852 (+18%) from 2023

Net Income

Down

$59,381

Down $20,526 (-26%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2014: $114,594Liabilities 2014: $0Net Assets 2014: $114,5942014Assets 2015: $223,231Liabilities 2015: $0Net Assets 2015: $223,2312015Assets 2016: $355,728Liabilities 2016: $0Net Assets 2016: $355,7282016Assets 2017: $493,203Liabilities 2017: $0Net Assets 2017: $493,2032017Assets 2018: $580,609Liabilities 2018: $0Net Assets 2018: $580,6092018Assets 2019: $745,089Liabilities 2019: $0Net Assets 2019: $745,0892019Assets 2020: $851,879Liabilities 2020: $0Net Assets 2020: $851,8792020Assets 2021: $928,900Liabilities 2021: $0Net Assets 2021: $928,9002021Assets 2022: $853,609Liabilities 2022: $0Net Assets 2022: $853,6092022Assets 2023: $1,000,937Liabilities 2023: $0Net Assets 2023: $1,000,9372023Assets 2024: $1,096,991Liabilities 2024: $0Net Assets 2024: $1,096,9912024

Highlighted filing

2024

Assets$1,096,991
Liabilities$0
Net Assets$1,096,991
Open 2024 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0Revenue 2014: $139,855Expenses 2014: $25,261Net Income 2014: $114,5942014Revenue 2015: $143,861Expenses 2015: $28,048Net Income 2015: $115,8132015Revenue 2016: $165,142Expenses 2016: $42,493Net Income 2016: $122,6492016Revenue 2017: $154,121Expenses 2017: $47,253Net Income 2017: $106,8682017Revenue 2018: $184,479Expenses 2018: $59,434Net Income 2018: $125,0452018Revenue 2019: $218,552Expenses 2019: $114,924Net Income 2019: $103,6282019Revenue 2020: $203,145Expenses 2020: $137,818Net Income 2020: $65,3272020Revenue 2021: $213,465Expenses 2021: $181,564Net Income 2021: $31,9012021Revenue 2022: $204,225Expenses 2022: $169,154Net Income 2022: $35,0712022Revenue 2023: $218,862Expenses 2023: $138,955Net Income 2023: $79,9072023Revenue 2024: $223,188Expenses 2024: $163,807Net Income 2024: $59,3812024

Highlighted filing

2024

Revenue$223,188
Expenses$163,807
Net Income$59,381
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,096,991
Liabilities
$0
Net assets
$1,096,991
Revenue
$223,188
Expenses
$163,807
Net income
$59,381
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.22$0.16$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.22$0.14$0.08
2022Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.20$0.17$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.21$0.18$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.20$0.14$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.22$0.11$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.18$0.06$0.13
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.15$0.05$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.36$0.00$0.36$0.17$0.04$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.14$0.03$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.14$0.03$0.11
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 13, 2025
Return Version
2024v5.2
Gross Receipts
$289,280
Mission and Program Overview

Mission

Provision of health care expense benefits for mackenzie engineering, inc. Retirees and their qualified beneficiaries.

Provision of health care benefits to eligible retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,000,937$1,096,991▲ $96,054
Investments in Publicly Traded Securities$922,921$1,000,953▲ $78,032
Cash and Non-Interest-Bearing Accounts$78,016$96,038▲ $18,022
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,000,937$1,096,991▲ $96,054
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,000,937$1,096,991▲ $96,054
Total Liabilities and Net Assets / Fund Balance$1,000,937$1,096,991▲ $96,054
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$186,804
Investment Income
$36,384
Other Revenue
$0
Change in Net Assets
$59,381
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25
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
Benefits to Members$163,782--$163,782
Other Expenses-$25-$25
Total Functional Expenses$163,782$25$0$163,807
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
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
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

“The form 990 is prepared by an outside cpa firm based on the information provided by mackenzie engineering inc. And is reviewed and approved by mackenzie engineering, inc. Prior to filing.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Mackenzie Engineering Inc Veba Trust
EIN
47-6650627
Phone
5032249560
Address
1515 SE WATER AVE 100, PORTLAND, OR 97214

Signing Officer

Name
Joshua Mcdowell
Title
Secretary
Phone
5032249560
Signed
2025-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joshua Mcdowell
Formed
2014
Legal Domicile
Or
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Stambaugh Ness Inc
Address
220 ST CHARLES WAY STE 150, YORK, PA 17402-4663
Preparer
Nikki L Bardin CPA
Phone
7177576999
Raw XML Appendix273 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
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IRS990/NetAssetsOrFundBalancesBOYAmt01000937
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IRS990/RelatedEntityInd01
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM BASED ON THE INFORMATION PROVIDED BY MACKENZIE ENGINEERING INC. AND IS REVIEWED AND APPROVED BY MACKENZIE ENGINEERING, INC. PRIOR TO FILING.
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ReasonableCauseExplanation/ExplanationTxt0WE RESPECTFULLY REQUEST ABATEMENT OF ANY PENALTIES ASSOCIATED WITH THE LATE FILING OF OUR FORM 990 FOR THE TAX YEAR ENDING DECEMBER 31, 2024. THE RETURN WAS NOT FILED TIMELY DUE TO A TRANSITION IN ACCOUNTANTS DURING THE YEAR. THE ACCOUNTANT WAS NOT INITIALLY AWARE THAT THE ORGANIZATION WAS A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION (VEBA), AND THEREFORE SUBJECT TO FILING BOTH A FORM 5500 AND A FORM 990. AS A RESULT, WHILE GATHERING THE NECESSARY INFORMATION TO PREPARE THE 5500, THEY DISCOVERED THAT THE FORM 990 FILING DEADLINE HAD ALREADY PASSED. ONCE THE FILING REQUIREMENTS WERE FULLY UNDERSTOOD, BOTH RETURNS WERE PREPARED PROMPLTY. THE FORM 5500 IS BEING FILED TIMELY. CORRECTIVE MEASURES HAVE BEEN IMPLEMENTED TO ENSURE ALL FUTURE FILINGS ARE COMPLETED ACCURATELY AND ON TIME. WE RESPECTFULLY REQUEST THAT THE IRS ACCEPT THIS EXPLANATION AS REASONALBLE CAUSE AND WAIVE ANY PENALTIES ASSESSED FOR THE LATE FILING OF THIS FORM 990.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-13
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NIKKI L BARDIN CPA
ReturnHeader/ReturnTs02025-08-14T14:37:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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