Civic Intelligence

Operating Engineers Local 953 Journeyman & Apprentice Tng Tr Fnd

EIN 85-6061326 • 501(c)3 • Albuquerque, NM

Pub. 78 EligibleNTEE J22Z

Profile

Training of apprentices and journeymen operating engineers of heavy equipment throughout new mexico and part of texas. The number of students varies depending on the classes.

PO Box 9321Albuquerque, NM 87119

n/A

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.01x

Higher debt load relative to assets than 72% of similar nonprofits.

NTEE J • <$500k nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.01x

Higher debt load relative to revenue than 71% of similar nonprofits.

NTEE J • <$500k nonprofits • Source year 2024

Net Margin

34th percentile

-2.6%

Higher net margin than 34% of similar nonprofits.

NTEE J • <$500k nonprofits • Source year 2024

Top Officer Pay

96th percentile

$74,942

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

NTEE J • <$500k nonprofits • Source year 2024

Asset Growth

39th percentile

-3.5%

Faster asset growth than 39% of similar nonprofits.

NTEE J • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

7.2%

Faster revenue growth than 63% of similar nonprofits.

NTEE J • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$312,727

Down $11,352 (-3.5%) from 2023

Liabilities

Up

$4,673

Up $1,419 (+44%) from 2023

Net Assets

Down

$308,054

Down $12,771 (-4.0%) from 2023

Operations
Liabilities / Revenue71st percentileNet Margin34th percentile

Revenue

Up

$484,913

Up $32,659 (+7.2%) from 2023

Expenses

Up

$497,684

Up $49,502 (+11%) from 2023

Net Income

Down

-$12,771

Down $16,843 (-414%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2011: $445,768Liabilities 2011: $4,438Net Assets 2011: $441,3302011Assets 2012: $425,760Liabilities 2012: $4,221Net Assets 2012: $421,5392012Assets 2013: $393,720Liabilities 2013: $4,749Net Assets 2013: $388,9712013Assets 2014: $409,996Liabilities 2014: $5,189Net Assets 2014: $404,8072014Assets 2015: $440,764Liabilities 2015: $4,890Net Assets 2015: $435,8742015Assets 2016: $429,189Liabilities 2016: $3,754Net Assets 2016: $425,4352016Assets 2017: $419,044Liabilities 2017: $83Net Assets 2017: $418,9612017Assets 2018: $363,574Liabilities 2018: $1,175Net Assets 2018: $362,3992018Assets 2019: $333,721Liabilities 2019: $3,649Net Assets 2019: $330,0722019Assets 2020: $438,482Liabilities 2020: $43,836Net Assets 2020: $394,6462020Assets 2021: $423,006Liabilities 2021: $151Net Assets 2021: $422,8552021Assets 2022: $320,713Liabilities 2022: $3,960Net Assets 2022: $316,7532022Assets 2023: $324,079Liabilities 2023: $3,254Net Assets 2023: $320,8252023Assets 2024: $312,727Liabilities 2024: $4,673Net Assets 2024: $308,0542024

Highlighted filing

2024

Assets$312,727
Liabilities$4,673
Net Assets$308,054
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $485,621Expenses 2011: $513,453Net Income 2011: -$27,8322011Expenses 2012: $383,4822012Revenue 2013: $363,659Expenses 2013: $396,227Net Income 2013: -$32,5682013Revenue 2014: $367,206Expenses 2014: $351,370Net Income 2014: $15,8362014Revenue 2015: $386,809Expenses 2015: $355,742Net Income 2015: $31,0672015Revenue 2016: $356,610Expenses 2016: $367,049Net Income 2016: -$10,4392016Revenue 2017: $324,473Expenses 2017: $330,947Net Income 2017: -$6,4742017Revenue 2018: $377,243Expenses 2018: $433,805Net Income 2018: -$56,5622018Revenue 2019: $371,331Expenses 2019: $403,658Net Income 2019: -$32,3272019Revenue 2020: $443,542Expenses 2020: $378,968Net Income 2020: $64,5742020Revenue 2021: $431,318Expenses 2021: $403,109Net Income 2021: $28,2092021Revenue 2022: $381,107Expenses 2022: $487,209Net Income 2022: -$106,1022022Revenue 2023: $452,254Expenses 2023: $448,182Net Income 2023: $4,0722023Revenue 2024: $484,913Expenses 2024: $497,684Net Income 2024: -$12,7712024

Highlighted filing

2024

Revenue$484,913
Expenses$497,684
Net Income-$12,771
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$312,727
Liabilities
$4,673
Net assets
$308,054
Revenue
$484,913
Expenses
$497,684
Net income
-$12,771
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.13$0.05$3.08$4.85$4.98$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.24$0.03$3.21$4.52$4.48$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.21$0.04$3.17$3.81$4.87$1.06
2021Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$4.31$4.03$0.28
2020Detailed filing. Detailed filing data is available for this year.$4.38$0.44$3.95$4.44$3.79$0.65
2019Detailed filing. Detailed filing data is available for this year.$3.34$0.04$3.30$3.71$4.04$0.32
2018Detailed filing. Detailed filing data is available for this year.$3.64$0.01$3.62$3.77$4.34$0.57
2017Summary only. Only limited summary data is available for this year.$4.19$0.00$4.19$3.24$3.31$0.06
2016Summary only. Only limited summary data is available for this year.$4.29$0.04$4.25$3.57$3.67$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.41$0.05$4.36$3.87$3.56$0.31
2014Detailed filing. Detailed filing data is available for this year.$4.10$0.05$4.05$3.67$3.51$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.94$0.05$3.89$3.64$3.96$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.26$0.04$4.22$3.83
2011Summary only. Only limited summary data is available for this year.$4.46$0.04$4.41$4.86$5.13$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Sep 20, 2024
Return Version
2023v5.1
Gross Receipts
$484,913
Mission and Program Overview

Mission

Training of apprentices and journeymen operating engineers of heavy equipment throughout new mexico and part of texas. The number of students varies depending on the classes.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$314,269$281,177▼ $33,092
Land, Buildings, and Equipment, Net$9,810$31,550▲ $21,740
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$324,079$312,727▼ $11,352
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$3,254$4,673▲ $1,419
Total Liabilities$3,254$4,673▲ $1,419
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$320,825$308,054▼ $12,771
Total Net Assets Fund Balance$320,825$308,054▼ $12,771
Total Liabilities and Net Assets / Fund Balance$324,079$312,727▼ $11,352

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$23,024$344,457$367,481
Buildings$5,304$61,065$66,369
Leasehold Improvements$3,222$2,196$5,418
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kristen SpathExecutive DirectorFT$74,942$74,942

Board Members and Trustees

NameTitle
Kurt BallentineChairman
Bill BaggettVice - Chairman
Anthony GurrolaSecretary
Barry DixonSecretary
Larry VelasquezSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$445,054
Program Service Revenue
$0
Investment Income
$8,512
Other Revenue
$31,347
Change in Net Assets
$-12,771

Audited Revenue Reconciliation

Revenue per Audited Statements
$484,913
Total Revenue per Audited Statements
$484,913
Total Revenue per Form 990
$484,913
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$296,969
Other Expenses$200,715
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$107,627$26,907-$134,534
Current Officers, Directors, Trustees, and Key Employees$61,938$15,484-$77,422
Occupancy$46,530$11,632-$58,162
Pension Plan Contributions$30,971$7,743-$38,714
Other Employee Benefits$21,009$5,252-$26,261
Insurance$19,929$4,982-$24,911
Payroll Taxes$16,030$4,008-$20,038
Office Expenses$12,651$3,163-$15,814
All Other Expenses$7,562$830-$8,392
Depreciation Depletion$4,962$1,240-$6,202
Fees for Services Accounting$5,645--$5,645
Other Expenses$5,066$1,329-$5,066
Travel$3,382$845-$4,227
Advertising$3,341$835-$4,176
Total Functional Expenses$413,434$84,250$0$497,684

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$497,684
Total Expenses per Audited Statements$497,684
Total Expenses per Form 990$497,684
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
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
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

“Prior to filing form 990 it is reviewed by the signing trustee and later presented to the full board of trustes.”

Form 990, Part VI, Section B, Line 15A

“The board of trustees approves all compensation.”

Form 990, Part VI, Section C, Line 19

“Upon request the financial statments and form 990 are available.”

Filing and Contact Details

Filer

Filer Name
Operating Engineers Local 953 Journeyman
EIN
85-6061326
Phone
5058775072
Address
PO BOX 9321, ALBUQUERQUE, NM 87119

Signing Officer

Name
Kurt Ballentine
Title
Chairman
Signed
2024-09-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kurt Ballentine
Formed
1969
Legal Domicile
Nm
Voting Board Members
5
Independent Board Members
0
Employees
4

Preparer

Firm
Findell & Company PC
Address
6605 Uptown Blvd NE 320, Albuquerque, NM 87110
Preparer
Max Findell
Phone
5058899104
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt026261
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IRS990/OtherExpensesGrp/Desc1EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc2UTILITIES
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL DEVELOPMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01329
IRS990/OtherExpensesGrp/ProgramServicesAmt040365
IRS990/OtherExpensesGrp/ProgramServicesAmt121112
IRS990/OtherExpensesGrp/ProgramServicesAmt25314
IRS990/OtherExpensesGrp/ProgramServicesAmt35066
IRS990/OtherExpensesGrp/TotalAmt040365
IRS990/OtherExpensesGrp/TotalAmt121112
IRS990/OtherExpensesGrp/TotalAmt26643
IRS990/OtherExpensesGrp/TotalAmt35066
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt031347
IRS990/OtherRevenueTotalAmt031347
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04008
IRS990/PayrollTaxesGrp/ProgramServicesAmt016030
IRS990/PayrollTaxesGrp/TotalAmt020038
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt07743
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt030971
IRS990/PensionPlanContributionsGrp/TotalAmt038714
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0KURT BALLENTINE
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IRS990/PYContributionsGrantsAmt0450626
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IRS990/PYInvestmentIncomeAmt01628
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IRS990/PYRevenuesLessExpensesAmt04072
IRS990/PYSalariesCompEmpBnftPaidAmt0285934
IRS990/PYTotalExpensesAmt0448182
IRS990/PYTotalRevenueAmt0452254
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IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-12771
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0314269
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0281177
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt05304
IRS990ScheduleD/BuildingsGrp/DepreciationAmt061065
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt066369
IRS990ScheduleD/EquipmentGrp/BookValueAmt023024
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0344457
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0367481
IRS990ScheduleD/ExpensesSubtotalAmt0497684
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt03222
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt02196
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt05418
IRS990ScheduleD/RevenueSubtotalAmt0484913
IRS990ScheduleD/TotalBookValueLandBuildingsAmt031550
IRS990ScheduleD/TotalExpensesPerForm990Amt0497684
IRS990ScheduleD/TotalRevenuePerForm990Amt0484913
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IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
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IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
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IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATION POLICY IS ATTACHED TO AND PUBLISHED IN SOLICITATIONS FOR APPLICANTS WHICH ARE SENT TO VARIOUS AGENCIES.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE PROGRAM RECEIVES FUNDS FROM THE NEW MEXICO DEPARTMENT OF WORKFORCE SOLUTIONS STATE APPRENTICESHIP AGENCY.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc3Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRIOR TO FILING FORM 990 IT IS REVIEWED BY THE SIGNING TRUSTEE AND LATER PRESENTED TO THE FULL BOARD OF TRUSTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES APPROVES ALL COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST THE FINANCIAL STATMENTS AND FORM 990 ARE AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
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IRS990/TotalAssetsGrp/EOYAmt0312727
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IRS990/TotalContributionsAmt0445054
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt084250
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0413434
IRS990/TotalFunctionalExpensesGrp/TotalAmt0497684
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03254
IRS990/TotalLiabilitiesEOYAmt04673
IRS990/TotalLiabilitiesGrp/BOYAmt03254
IRS990/TotalLiabilitiesGrp/EOYAmt04673
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0320825
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0308054
IRS990/TotalProgramServiceExpensesAmt0413434
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt074942
IRS990/TotalRevenueGrp/ExclusionAmt08142
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt031717
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0484913
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0324079
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0312727
IRS990/TravelGrp/ManagementAndGeneralAmt0845
IRS990/TravelGrp/ProgramServicesAmt03382
IRS990/TravelGrp/TotalAmt04227
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 9321
IRS990/USAddress/CityNm0ALBUQUERQUE
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087119
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KURT BALLENTINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPERATING ENGINEERS LOCAL 953 JOURNEYMAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0& APPRENTICE TNG TR FND
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0856061326
ReturnHeader/Filer/PhoneNum05058775072
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 9321
ReturnHeader/Filer/USAddress/CityNm0ALBUQUERQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087119
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850357326
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Findell & Company PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06605 Uptown Blvd NE 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albuquerque

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