Civic Intelligence

Operating Engineers Local No 917 Apprenticeship & Training Fund

990 • Fiscal year 2014 • EIN 62-1023203

Nov 01, 2013 to Oct 31, 2014 • Filed on Aug 10, 2015

Organization Profile

View Organization Page

PO Box 144937070-1449

(615) 859-0131

Siviq Scores

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

Liabilities / Assets

47th percentile

0.01x

Higher debt load relative to assets than 47% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

61st percentile

0.05x

Higher debt load relative to revenue than 61% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Net Margin

21st percentile

-4.8%

Higher net margin than 21% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

16th percentile

$608

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Asset Growth

30th percentile

-1.0%

Faster asset growth than 30% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

45th percentile

1.9%

Faster revenue growth than 45% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$1,278,923

Down $12,401 (-1.0%) from 2013

Net Assets

Down

$1,259,870

Down $16,508 (-1.3%) from 2013

Liabilities

Up

$19,053

Up $4,107 (+27%) from 2013

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin21st percentile

Revenue

Up

$347,102

Up $6,454 (+1.9%) from 2013

Expenses

Up

$363,610

Up $190,978 (+111%) from 2013

Net Income

Down

-$16,508

Down $184,524 (-110%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,083,999Liabilities 2011: $28,673Net Assets 2011: $1,055,3262011Assets 2013: $1,291,324Liabilities 2013: $14,946Net Assets 2013: $1,276,3782013Assets 2014: $1,278,923Liabilities 2014: $19,053Net Assets 2014: $1,259,8702014Assets 2015: $1,084,107Liabilities 2015: $18,129Net Assets 2015: $1,065,9782015Assets 2016: $1,031,133Liabilities 2016: $8,907Net Assets 2016: $1,022,2262016Assets 2017: $977,287Liabilities 2017: $4,365Net Assets 2017: $972,9222017Assets 2018: $963,826Liabilities 2018: $6,208Net Assets 2018: $957,6182018Assets 2019: $983,115Liabilities 2019: $13,752Net Assets 2019: $969,3632019Assets 2020: $1,075,745Liabilities 2020: $15,760Net Assets 2020: $1,059,9852020Assets 2021: $1,253,436Liabilities 2021: $15,647Net Assets 2021: $1,237,7892021Assets 2022: $1,410,793Liabilities 2022: $18,645Net Assets 2022: $1,392,1482022Assets 2023: $1,671,763Liabilities 2023: $17,639Net Assets 2023: $1,654,1242023Assets 2024: $1,894,113Liabilities 2024: $15,894Net Assets 2024: $1,878,2192024

Highlighted filing

2014

Assets$1,278,923
Liabilities$19,053
Net Assets$1,259,870
Open 2014 Filing

Operations Trend

Revenue Growth45th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $512,241Expenses 2011: $446,530Net Income 2011: $65,7112011Revenue 2013: $340,648Expenses 2013: $172,632Net Income 2013: $168,0162013Revenue 2014: $347,102Expenses 2014: $363,610Net Income 2014: -$16,5082014Revenue 2015: $317,953Expenses 2015: $511,845Net Income 2015: -$193,8922015Revenue 2016: $297,220Expenses 2016: $340,972Net Income 2016: -$43,7522016Revenue 2017: $306,809Expenses 2017: $356,113Net Income 2017: -$49,3042017Revenue 2018: $291,512Expenses 2018: $306,816Net Income 2018: -$15,3042018Revenue 2019: $333,711Expenses 2019: $321,966Net Income 2019: $11,7452019Revenue 2020: $409,821Expenses 2020: $319,199Net Income 2020: $90,6222020Revenue 2021: $469,587Expenses 2021: $291,783Net Income 2021: $177,8042021Revenue 2022: $530,761Expenses 2022: $376,402Net Income 2022: $154,3592022Revenue 2023: $584,105Expenses 2023: $322,129Net Income 2023: $261,9762023Revenue 2024: $564,149Expenses 2024: $340,054Net Income 2024: $224,0952024

Highlighted filing

2014

Revenue$347,102
Expenses$363,610
Net Income-$16,508
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Aug 10, 2015
Return Version
2013v4.0
Gross Receipts
$347,102
Mission and Program Overview

Mission

Training operating engineers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$505,298$679,426▲ $174,128
Savings and Temporary Cash Investments$367,428$369,122▲ $1,694
Cash and Non-Interest-Bearing Accounts$379,455$189,081▼ $190,374
Accounts Receivable$28,516$29,470▲ $954
Prepaid Expenses and Deferred Charges$10,377$11,574▲ $1,197
Total Assets$1,291,324$1,278,923▼ $12,401
Other Assets Total$250$250→ $0
Liabilities
Accounts Payable and Accrued Expenses$14,946$19,053▲ $4,107
Total Liabilities$14,946$19,053▲ $4,107
Net Assets / Fund Balance
Unrestricted Net Assets$1,276,378$1,259,870▼ $16,508
Total Net Assets Fund Balance$1,276,378$1,259,870▼ $16,508
Total Liabilities and Net Assets / Fund Balance$1,291,324$1,278,923▼ $12,401

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$175,010$506,759$681,769
Land$357,533-$357,533
Buildings$146,883$7,879$154,762
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleOtherTotal
David RheaTrustee$608$608

Board Members and Trustees

NameTitle
John M Holliday IiiChairman
Mj SchusterTrustee
Scott CameronTrustee
F Douglass SteinSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$345,477
Investment Income
$1,625
Other Revenue
$0
Change in Net Assets
$-16,508

Audited Revenue Reconciliation

Revenue per Audited Statements
$347,102
Total Revenue per Audited Statements
$347,102
Total Revenue per Form 990
$347,102
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$363,610
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
Depreciation Depletion---$37,252
Occupancy---$18,816
All Other Expenses---$15,616
Fees for Services Accounting---$10,125
Other Expenses---$9,601
Fees for Services Management---$6,000
Fees for Services Legal---$1,200
Office Expenses---$968
Total Functional Expenses$0$0$0$363,610

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$363,610
Total Expenses per Audited Statements$363,610
Total Expenses per Form 990$363,610
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
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
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, Page 6, Part VI, Line 2

“Operating engineers local 917 operating engineers local 917 chairman trustee work for same local.”

Form 990, Page 6, Part VI, Line 7A

“Union trustees are appointed to the board by operating engineers local no. 917 while the management trustees are appointed to the board by the contractors association.”

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed and approved by the entire board of trustees. It is then signed and filed.”

Form 990, Page 6, Part VI, Line 12C

“Conflicts of interest are reviewed continually and any issues that arise are handled at regular board meetings.”

Form 990, Page 6, Part VI, Line 15A

“The apprenticeship and training fund reimburses the operating engineers local no. 917 (the local) for wages and expenses paid to david rhea, a trustee of the fund, for the time he puts in and expenses he incurs conducting apprenticeship and training fund business. The reimbursements are based on his wage rate at the local and expenses by the actual expense incurred. The other trustees are not compensated in any way.”

Form 990, Page 6, Part VI, Line 15B

“The apprenticeship and training fund reimburses the operating engineers local no. 917 (the local) for wages and expenses paid to individuals teaching and performing apprenticeship and training fund work. The pay amounts are determined by their wage rates at the local and expenses by actual expenses incurred.”

Form 990, Page 6, Part VI, Line 19

“Available upon request. All mailouts and communications state that documents are available upon request.”

Filing and Contact Details

Filer

EIN
62-1023203
Phone
6158590131

Signing Officer

Name
John M Holliday Iii
Title
Chairman
Phone
6158590131
Signed
2015-08-10

Organization Details

Formed
1976
Legal Domicile
Tn
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Preparer
Douglas a Irwin
Phone
6158686008
Raw XML Appendix282 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/ExplanationTxt0OPERATING ENGINEERS LOCAL 917 OPERATING ENGINEERS LOCAL 917 CHAIRMAN TRUSTEE WORK FOR SAME LOCAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNION TRUSTEES ARE APPOINTED TO THE BOARD BY OPERATING ENGINEERS LOCAL NO. 917 WHILE THE MANAGEMENT TRUSTEES ARE APPOINTED TO THE BOARD BY THE CONTRACTORS ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES. IT IS THEN SIGNED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONFLICTS OF INTEREST ARE REVIEWED CONTINUALLY AND ANY ISSUES THAT ARISE ARE HANDLED AT REGULAR BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE APPRENTICESHIP AND TRAINING FUND REIMBURSES THE OPERATING ENGINEERS LOCAL NO. 917 (THE LOCAL) FOR WAGES AND EXPENSES PAID TO DAVID RHEA, A TRUSTEE OF THE FUND, FOR THE TIME HE PUTS IN AND EXPENSES HE INCURS CONDUCTING APPRENTICESHIP AND TRAINING FUND BUSINESS. THE REIMBURSEMENTS ARE BASED ON HIS WAGE RATE AT THE LOCAL AND EXPENSES BY THE ACTUAL EXPENSE INCURRED. THE OTHER TRUSTEES ARE NOT COMPENSATED IN ANY WAY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE APPRENTICESHIP AND TRAINING FUND REIMBURSES THE OPERATING ENGINEERS LOCAL NO. 917 (THE LOCAL) FOR WAGES AND EXPENSES PAID TO INDIVIDUALS TEACHING AND PERFORMING APPRENTICESHIP AND TRAINING FUND WORK. THE PAY AMOUNTS ARE DETERMINED BY THEIR WAGE RATES AT THE LOCAL AND EXPENSES BY ACTUAL EXPENSES INCURRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AVAILABLE UPON REQUEST. ALL MAILOUTS AND COMMUNICATIONS STATE THAT DOCUMENTS ARE AVAILABLE UPON REQUEST.
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IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN M HOLLIDAY III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06158590131
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-10
ReturnHeader/Filer/BusinessName/BusinessNameLine10OPERATING ENGINEERS LOCAL NO 917
ReturnHeader/Filer/BusinessName/BusinessNameLine20APPRENTICESHIP & TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0621023203
ReturnHeader/Filer/PhoneNum06158590131
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1449
ReturnHeader/Filer/USAddress/City0GOODLETTSVILLE
ReturnHeader/Filer/USAddress/State0TN
ReturnHeader/Filer/USAddress/ZIPCode0370701449
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621802605
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10DANIELS IRWIN & AYLOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10223 MADISON STREET SUITE 112
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0371153660
ReturnHeader/PreparerPersonGrp/PhoneNum06158686008
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS A IRWIN
ReturnHeader/ReturnTs02015-08-16T14:40:20-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-11-01
ReturnHeader/TaxPeriodEndDt02014-10-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,278,923
Liabilities
$19,053
Net assets
$1,259,870
Revenue
$347,102
Expenses
$363,610
Net income
-$16,508
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.89$0.02$1.88$0.56$0.34$0.22
2023Detailed filing. Detailed filing data is available for this year.$1.67$0.02$1.65$0.58$0.32$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.02$1.39$0.53$0.38$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.02$1.24$0.47$0.29$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.08$0.02$1.06$0.41$0.32$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.98$0.01$0.97$0.33$0.32$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.01$0.96$0.29$0.31$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.97$0.31$0.36$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.01$1.02$0.30$0.34$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.02$1.07$0.32$0.51$0.19
2014Detailed filing. Detailed filing data is available for this year.$1.28$0.02$1.26$0.35$0.36$0.02
2013Summary only. Only limited summary data is available for this year.$1.29$0.01$1.28$0.34$0.17$0.17
2011Summary only. Only limited summary data is available for this year.$1.08$0.03$1.06$0.51$0.45$0.07