Civic Intelligence

Int'L Union of Operating Engineers Local 627 Training Fund of Oklahoma

990 • Fiscal year 2018 • EIN 73-6105865

Sep 01, 2017 to Aug 31, 2018 • Filed on Dec 05, 2018

Organization ProfileN/A
9412 N Robinson AveOklahoma City, OK 73114-3618

(405) 848-7400

Siviq Scores

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

Liabilities / Assets

54th percentile

0.12x

Higher debt load relative to assets than 54% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

81st percentile

0.63x

Higher debt load relative to revenue than 81% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

75th percentile

$115,923

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 24.3% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

59th percentile

3.7%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

14th percentile

-21%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$2,580,414

Up $92,327 (+3.7%) from 2017

Net Assets

Up

$2,278,132

Up $90,045 (+4.1%) from 2017

Liabilities

Up

$302,282

Up $2,282 (+0.8%) from 2017

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin77th percentile

Revenue

Down

$478,017

Down $128,021 (-21%) from 2017

Expenses

Down

$387,972

Down $71,958 (-16%) from 2017

Net Income

Down

$90,045

Down $56,063 (-38%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $1,439,539Liabilities 2013: $115Net Assets 2013: $1,439,4242013Assets 2014: $1,623,750Liabilities 2014: $9Net Assets 2014: $1,623,7412014Assets 2015: $2,928,011Liabilities 2015: $842,648Net Assets 2015: $2,085,3632015Assets 2016: $2,345,901Liabilities 2016: $303,922Net Assets 2016: $2,041,9792016Assets 2017: $2,488,087Liabilities 2017: $300,000Net Assets 2017: $2,188,0872017Assets 2018: $2,580,414Liabilities 2018: $302,282Net Assets 2018: $2,278,1322018Assets 2019: $2,658,507Liabilities 2019: $253,819Net Assets 2019: $2,404,6882019Assets 2020: $2,654,888Liabilities 2020: $286,356Net Assets 2020: $2,368,5322020Assets 2021: $2,473,693Liabilities 2021: $204,108Net Assets 2021: $2,269,5852021Assets 2022: $3,099,767Liabilities 2022: $156,309Net Assets 2022: $2,943,4582022Assets 2023: $2,854,579Liabilities 2023: $157,712Net Assets 2023: $2,696,8672023Assets 2024: $2,615,571Liabilities 2024: $10,065Net Assets 2024: $2,605,5062024Assets 2025: $2,691,413Liabilities 2025: $14,429Net Assets 2025: $2,676,9842025

Highlighted filing

2018

Assets$2,580,414
Liabilities$302,282
Net Assets$2,278,132
Open 2018 Filing

Operations Trend

Revenue Growth14th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2013: $331,5772013Revenue 2014: $529,190Expenses 2014: $344,873Net Income 2014: $184,3172014Revenue 2015: $847,777Expenses 2015: $436,563Net Income 2015: $411,2142015Revenue 2016: $393,906Expenses 2016: $437,290Net Income 2016: -$43,3842016Revenue 2017: $606,038Expenses 2017: $459,930Net Income 2017: $146,1082017Revenue 2018: $478,017Expenses 2018: $387,972Net Income 2018: $90,0452018Revenue 2019: $572,100Expenses 2019: $445,544Net Income 2019: $126,5562019Revenue 2020: $536,353Expenses 2020: $572,509Net Income 2020: -$36,1562020Revenue 2021: $440,692Expenses 2021: $539,639Net Income 2021: -$98,9472021Revenue 2022: $1,277,152Expenses 2022: $603,279Net Income 2022: $673,8732022Revenue 2023: $431,106Expenses 2023: $682,609Net Income 2023: -$251,5032023Revenue 2024: $692,232Expenses 2024: $783,593Net Income 2024: -$91,3612024Revenue 2025: $963,697Expenses 2025: $892,219Net Income 2025: $71,4782025

Highlighted filing

2018

Revenue$478,017
Expenses$387,972
Net Income$90,045
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Dec 5, 2018
Return Version
2017v2.3
Gross Receipts
$478,017
Mission and Program Overview

Mission

Provide and support the education and training of members in the operating engineer industry.

To train apprentices on equipment

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,074,388$1,976,313▼ $98,075
Cash and Non-Interest-Bearing Accounts$413,699$604,101▲ $190,402
Total Assets$2,488,087$2,580,414▲ $92,327
Liabilities
Unsecured Notes Loans Payable$300,000$300,000→ $0
Other Liabilities-$2,282-
Total Liabilities$300,000$302,282▲ $2,282
Net Assets / Fund Balance
Unrestricted Net Assets$2,188,087$2,278,132▲ $90,045
Total Net Assets Fund Balance$2,188,087$2,278,132▲ $90,045
Total Liabilities and Net Assets / Fund Balance$2,488,087$2,580,414▲ $92,327

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,618,766$213,525$1,832,291
Equipment$316,229$219,595$535,824
Land$41,318-$41,318
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeremy LaneAdministratoFT$77,306$38,617$115,923

Board Members and Trustees

NameTitle
Robert R SudikChairman
Dave BennettTrustee
Matt ThomasTrustee
Mike StarkTrustee
Ryan ParkerTrustee
Alan FarrisSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$476,867
Investment Income
$682
Other Revenue
$468
Change in Net Assets
$90,045

Audited Revenue Reconciliation

Revenue per Audited Statements
$478,017
Total Revenue per Audited Statements
$478,017
Total Revenue per Form 990
$478,017
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$220,896
Salaries, Compensation, and Employee Benefits$167,076
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$104,402$11,600-$116,002
Depreciation Depletion$89,697$9,966-$99,663
Insurance$34,295$3,810-$38,105
Other Salaries and Wages$27,008$3,001-$30,009
Occupancy$11,328$1,259-$12,587
Fees for Services Other-$9,351-$9,351
Pension Plan Contributions$6,956$773-$7,729
Payroll Taxes$6,740$749-$7,489
Other Employee Benefits$5,262$585-$5,847
Other Expenses$4,600$806-$806
All Other Expenses$58$40-$98
Total Functional Expenses$344,274$43,698$0$387,972

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$387,972
Total Expenses per Audited Statements$387,972
Total Expenses per Form 990$387,972
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$2,282
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, Page 6, Part VI, Line 11B

“The 990 was presented to the governing body before it was filed.”

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

“The organization stated in its policy that all levels of fund management are responsible for maintaining constant awareness for potential conflict of interest problems, encourages timely disclosure by subordinates, and initiates prompt action if any potential conflict of interest situation arises. The organization requires its employeees to complete an annual disclosure of interests.”

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

“The administrator's salary was compared to what a journeyman foreman makes.”

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

“There are no other officers or key employees, but other employees' wages are based on the journeyman wage used to set the apprentice scale.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
INT'L UNION OF OPERATING ENGINEERS
EIN
73-6105865
Phone
4058487400
Address
9412 N ROBINSON AVE, OKLAHOMA CITY, OK 73114-3618

Signing Officer

Name
Jeremy Lane
Title
Administrator
Phone
4058487400
Signed
2018-12-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeremy Lane
Formed
1965
Legal Domicile
Ok
Voting Board Members
6
Independent Board Members
6
Employees
5

Preparer

Firm
Luton & Co Pllc
Address
201 NW 63RD ST STE 100, OKLAHOMA CITY, OK 73116
Preparer
David R Brady
Phone
4058487313
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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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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ALL SOLICITATIONS CONTAIN THIS INFORMATION.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 WAS PRESENTED TO THE GOVERNING BODY BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION STATED IN ITS POLICY THAT ALL LEVELS OF FUND MANAGEMENT ARE RESPONSIBLE FOR MAINTAINING CONSTANT AWARENESS FOR POTENTIAL CONFLICT OF INTEREST PROBLEMS, ENCOURAGES TIMELY DISCLOSURE BY SUBORDINATES, AND INITIATES PROMPT ACTION IF ANY POTENTIAL CONFLICT OF INTEREST SITUATION ARISES. THE ORGANIZATION REQUIRES ITS EMPLOYEEES TO COMPLETE AN ANNUAL DISCLOSURE OF INTERESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ADMINISTRATOR'S SALARY WAS COMPARED TO WHAT A JOURNEYMAN FOREMAN MAKES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES, BUT OTHER EMPLOYEES' WAGES ARE BASED ON THE JOURNEYMAN WAGE USED TO SET THE APPRENTICE SCALE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTERNATIONAL UNION OF OPERATING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0ENGINEERS LOCAL 627
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0730451145
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0OKLAHOMA CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OK
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd073114
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02488087
IRS990/TotalAssetsEOYAmt02580414
IRS990/TotalAssetsGrp/BOYAmt02488087
IRS990/TotalAssetsGrp/EOYAmt02580414
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043698
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0344274
IRS990/TotalFunctionalExpensesGrp/TotalAmt0387972
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0300000
IRS990/TotalLiabilitiesEOYAmt0302282
IRS990/TotalLiabilitiesGrp/BOYAmt0300000
IRS990/TotalLiabilitiesGrp/EOYAmt0302282
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02188087
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02278132
IRS990/TotalOtherCompensationAmt038617
IRS990/TotalProgramServiceExpensesAmt0344274
IRS990/TotalProgramServiceRevenueAmt0476867
IRS990/TotalReportableCompFromOrgAmt077306
IRS990/TotalRevenueGrp/ExclusionAmt01150
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0476867
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0478017
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02488087
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02580414
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02188087
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02278132
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0300000
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0300000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09412 N ROBINSON AVE
IRS990/USAddress/CityNm0OKLAHOMA CITY
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd0731143618
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEREMY LANE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04058487400
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INT'L UNION OF OPERATING ENGINEERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LOCAL 627 TRAINING FUND OF OKLA
ReturnHeader/Filer/BusinessNameControlTxt0INTL
ReturnHeader/Filer/EIN0736105865
ReturnHeader/Filer/PhoneNum04058487400
ReturnHeader/Filer/USAddress/AddressLine1Txt09412 N ROBINSON AVE
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd0731143618
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E83B786CBE7F337D1B292CD9430535A47792A647
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B8F39B814E002FE3D8791520AB9538398F819F10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.182.79.41
ReturnHeader/FilingSecurityInformation/IPDt02018-12-21
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:47:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731331618
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUTON & CO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 NW 63RD ST STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd073116
ReturnHeader/PreparerPersonGrp/PhoneNum04058487313
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID R BRADY
ReturnHeader/ReturnTs02018-12-21T09:47:14-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,580,414
Liabilities
$302,282
Net assets
$2,278,132
Revenue
$478,017
Expenses
$387,972
Net income
$90,045
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.69$0.01$2.68$0.96$0.89$0.07
2024Detailed filing. Detailed filing data is available for this year.$2.62$0.01$2.61$0.69$0.78$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.85$0.16$2.70$0.43$0.68$0.25
2022Detailed filing. Detailed filing data is available for this year.$3.10$0.16$2.94$1.28$0.60$0.67
2021Detailed filing. Detailed filing data is available for this year.$2.47$0.20$2.27$0.44$0.54$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.65$0.29$2.37$0.54$0.57$0.04
2019Detailed filing. Detailed filing data is available for this year.$2.66$0.25$2.40$0.57$0.45$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.58$0.30$2.28$0.48$0.39$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.49$0.30$2.19$0.61$0.46$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.35$0.30$2.04$0.39$0.44$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.93$0.84$2.09$0.85$0.44$0.41
2014Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.53$0.34$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.44$0.00$1.44$0.33