Civic Intelligence

Operating Engineers Local 953 Journeyman & Apprentice Tng Tr Fnd

990 • Fiscal year 2020 • EIN 85-6061326

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 27, 2020

Organization ProfileN/A
PO Box 9321Albuquerque, NM 87119

(505) 877-5072

Siviq Scores

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

Liabilities / Assets

75th percentile

0.10x

Higher debt load relative to assets than 75% of similar nonprofits.

2020 filings • NTEE J • <$500k nonprofits • Source year 2020

Liabilities / Revenue

78th percentile

0.10x

Higher debt load relative to revenue than 78% of similar nonprofits.

2020 filings • NTEE J • <$500k nonprofits • Source year 2020

Net Margin

54th percentile

15%

Higher net margin than 54% of similar nonprofits.

2020 filings • NTEE J • <$500k nonprofits • Source year 2020

Top Officer Pay

93rd percentile

$72,080

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

2020 filings • NTEE J • <$500k nonprofits • Source year 2020

Asset Growth

74th percentile

31%

Faster asset growth than 74% of similar nonprofits.

2020 filings • NTEE J • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

80th percentile

19%

Faster revenue growth than 80% of similar nonprofits.

2020 filings • NTEE J • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$438,482

Up $104,761 (+31%) from 2019

Net Assets

Up

$394,646

Up $64,574 (+20%) from 2019

Liabilities

Up

$43,836

Up $40,187 (+1101%) from 2019

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin54th percentile

Revenue

Up

$443,542

Up $72,211 (+19%) from 2019

Expenses

Down

$378,968

Down $24,690 (-6.1%) from 2019

Net Income

Up

$64,574

Up $96,901 (+300%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$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

2020

Assets$438,482
Liabilities$43,836
Net Assets$394,646
Open 2020 Filing

Operations Trend

Revenue Growth80th percentile

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

2020

Revenue$443,542
Expenses$378,968
Net Income$64,574
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 27, 2020
Return Version
2019v5.0
Gross Receipts
$443,542
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$317,308$425,489▲ $108,181
Land, Buildings, and Equipment, Net$16,413$12,993▼ $3,420
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$333,721$438,482▲ $104,761
Other Assets Total-$0-
Liabilities
Other Liabilities-$41,095-
Accounts Payable and Accrued Expenses$3,649$2,741▼ $908
Total Liabilities$3,649$43,836▲ $40,187
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$330,072$394,646▲ $64,574
Total Net Assets Fund Balance$330,072$394,646▲ $64,574
Total Liabilities and Net Assets / Fund Balance$333,721$438,482▲ $104,761

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$223$361,524$361,747
Buildings$8,104$58,265$66,369
Leasehold Improvements$4,666$752$5,418
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lisa HollandExecutive DirectorFT$72,080$72,080

Board Members and Trustees

NameTitle
Gilbert LunaChairman
Pat VigilCo-Chairman
Karen GerwinVice Chairman
Barry DixonSecretary
Mike ArriettaSecretary
Robert WariankaSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$434,758
Program Service Revenue
$0
Investment Income
$6,130
Other Revenue
$2,654
Change in Net Assets
$64,574

Audited Revenue Reconciliation

Revenue per Audited Statements
$443,542
Total Revenue per Audited Statements
$443,542
Total Revenue per Form 990
$443,542
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$274,065
Other Expenses$104,903
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$100,023$25,006-$125,029
Current Officers, Directors, Trustees, and Key Employees$57,664$14,416-$72,080
Pension Plan Contributions$29,701$7,425-$37,126
Other Employee Benefits$20,345$5,086-$25,431
Payroll Taxes$11,519$2,880-$14,399
Insurance$10,851$2,713-$13,564
Office Expenses$10,680$2,670-$13,350
Occupancy$8,740$2,185-$10,925
Fees for Services Accounting$6,414$1,603-$8,017
All Other Expenses$4,495$1,101-$5,596
Depreciation Depletion$2,736$684-$3,420
Other Expenses$2,585$646-$3,231
Fees for Services Legal$330$82-$412
Travel$291$73-$364
Total Functional Expenses$310,989$67,979$0$378,968

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$378,968
Total Expenses per Audited Statements$378,968
Total Expenses per Form 990$378,968
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ppp Loan$41,095
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, Line 11B: Form 990 Review Process

“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, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The board of trustees approves all compensation.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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
Gilbert Luna
Title
Chairman
Signed
2020-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gilbert Luna
Formed
1969
Legal Domicile
Nm
Voting Board Members
6
Independent Board Members
0
Employees
3

Preparer

Firm
Findell & Company PC
Address
6605 Uptown Blvd NE 320, Albuquerque, NM 87110
Preparer
Max Findell Ii
Phone
5058899104
Raw XML AppendixShowing 400 of 420 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/PensionPlanContributionsGrp/ManagementAndGeneralAmt07425
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt029701
IRS990/PensionPlanContributionsGrp/TotalAmt037126
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0GILBERT LUNA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0360791
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02933
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0130784
IRS990/PYOtherRevenueAmt07607
IRS990/PYRevenuesLessExpensesAmt0-32327
IRS990/PYSalariesCompEmpBnftPaidAmt0272874
IRS990/PYTotalExpensesAmt0403658
IRS990/PYTotalRevenueAmt0371331
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt064574
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0317308
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0425489
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt08104
IRS990ScheduleD/BuildingsGrp/DepreciationAmt058265
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt066369
IRS990ScheduleD/EquipmentGrp/BookValueAmt0223
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0361524
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0361747
IRS990ScheduleD/ExpensesSubtotalAmt0378968
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt04666
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0752
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt05418
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt041095
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PPP LOAN
IRS990ScheduleD/RevenueSubtotalAmt0443542
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012993
IRS990ScheduleD/TotalExpensesPerForm990Amt0378968
IRS990ScheduleD/TotalLiabilityAmt041095
IRS990ScheduleD/TotalRevenuePerForm990Amt0443542
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0443542
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0378968
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
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
IRS990/ScheduleJRequiredInd0false
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, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0333721
IRS990/TotalAssetsEOYAmt0438482
IRS990/TotalAssetsGrp/BOYAmt0333721
IRS990/TotalAssetsGrp/EOYAmt0438482
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0434758
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt067979
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0310989
IRS990/TotalFunctionalExpensesGrp/TotalAmt0378968
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03649
IRS990/TotalLiabilitiesEOYAmt043836
IRS990/TotalLiabilitiesGrp/BOYAmt03649
IRS990/TotalLiabilitiesGrp/EOYAmt043836
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0330072
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0394646
IRS990/TotalProgramServiceExpensesAmt0310989
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt072080
IRS990/TotalRevenueGrp/ExclusionAmt06130
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02654
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0443542
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0333721
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0438482
IRS990/TravelGrp/ManagementAndGeneralAmt073
IRS990/TravelGrp/ProgramServicesAmt0291
IRS990/TravelGrp/TotalAmt0364
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 9321
IRS990/USAddress/CityNm0ALBUQUERQUE
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087119
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GILBERT LUNA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPERATING ENGINEERS LOCAL 953 JOURNEYMAN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0& APPRENTICE TNG TR FND

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$438,482
Liabilities
$43,836
Net assets
$394,646
Revenue
$443,542
Expenses
$378,968
Net income
$64,574
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