Civic Intelligence

Mackenzie Engineering Inc Veba Trust

990 • Fiscal year 2015 • EIN 47-6650627

Jan 01, 2015 to Dec 31, 2015 • Filed on Feb 22, 2016

Organization ProfileN/A
1515 SE Water Ave No 100Portland, OR 97214-3487

(503) 224-9560

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

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

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

66th percentile

0.00x

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

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Net Margin

95th percentile

81%

Higher net margin than 95% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Asset Growth

96th percentile

95%

Faster asset growth than 96% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

66th percentile

2.9%

Faster revenue growth than 66% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$223,231

Up $108,637 (+95%) from 2014

Net Assets

Up

$223,231

Up $108,637 (+95%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin95th percentile

Revenue

Up

$143,861

Up $4,006 (+2.9%) from 2014

Expenses

Up

$28,048

Up $2,787 (+11%) from 2014

Net Income

Up

$115,813

Up $1,219 (+1.1%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$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

2015

Assets$223,231
Liabilities$0
Net Assets$223,231
Open 2015 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income across loaded years, with this 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

2015

Revenue$143,861
Expenses$28,048
Net Income$115,813
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Feb 22, 2016
Return Version
2015v2.1
Gross Receipts
$143,861
Mission and Program Overview

Mission

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

Provision of health care expense benefits to eligible retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$114,594$223,231▲ $108,637
Investments in Publicly Traded Securities$0$188,280▲ $188,280
Cash and Non-Interest-Bearing Accounts$114,594$34,951▼ $79,643
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$114,594$223,231▲ $108,637
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$114,594$223,231▲ $108,637
Total Liabilities and Net Assets / Fund Balance$114,594$223,231▲ $108,637
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$140,231
Investment Income
$3,630
Other Revenue
$0
Change in Net Assets
$115,813
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$90
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---$27,958
Fees for Services Other---$90
Total Functional Expenses$0$0$0$28,048
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 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 11

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

Form 990, Part VI, Section C, Line 19

“As a 501(c)(9) organization, the trust is not required to make the documents referenced in question 19 available to the general public. The information is available publicly to the extent required by erisa.”

Filing and Contact Details

Filer

Filer Name
Mackenzie Engineering Inc Veba Trust
EIN
47-6650627
Phone
5032249560
Address
1515 SE WATER AVE NO 100, PORTLAND, OR 97214-3487

Signing Officer

Name
Mark Hettum
Title
Vice President
Phone
5032249560
Signed
2016-02-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Hettum
Formed
2014
Legal Domicile
Or
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Hoffman Stewart & Schmidt Pc
Address
4900 MEADOWS ROAD STE 200, LAKE OSWEGO, OR 97035-3295
Preparer
Lene Westfall
Phone
5032205900
Raw XML Appendix252 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/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02014
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0188280
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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0114594
IRS990/NetAssetsOrFundBalancesEOYAmt0223231
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-7176
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AS A 501(C)(9) ORGANIZATION, THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC. THE INFORMATION IS AVAILABLE PUBLICLY TO THE EXTENT REQUIRED BY ERISA.
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ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK HETTUM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05032249560
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-02-22
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ReturnHeader/Filer/BusinessNameControlTxt0MACK
ReturnHeader/Filer/EIN0476650627
ReturnHeader/Filer/PhoneNum05032249560
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04900 MEADOWS ROAD STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKE OSWEGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0970353295
ReturnHeader/PreparerPersonGrp/PhoneNum05032205900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LENE WESTFALL
ReturnHeader/ReturnTs02016-03-09T18:20:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$223,231
Liabilities
$0
Net assets
$223,231
Revenue
$143,861
Expenses
$28,048
Net income
$115,813
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