Civic Intelligence

Adsc Operating Engineers Training and Education Trust Fund

990 • Fiscal year 2021 • EIN 87-2369445

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization ProfileN/A
1141 Harbor Bay Pkwy STE 100Alameda, CA 94502

(510) 671-8800

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets21st percentile

Assets

$963,940

No earlier filing loaded for comparison.

Net Assets

$962,662

No earlier filing loaded for comparison.

Liabilities

$1,278

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin98th percentile

Revenue

$1,034,734

No earlier filing loaded for comparison.

Expenses

$72,072

No earlier filing loaded for comparison.

Net Income

$962,662

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.5M$1.0M$500K$0Assets 2021: $963,940Liabilities 2021: $1,278Net Assets 2021: $962,6622021Assets 2023: $1,018,341Liabilities 2023: $849Net Assets 2023: $1,017,4922023Assets 2024: $1,122,810Liabilities 2024: $171,583Net Assets 2024: $951,2272024

Highlighted filing

2021

Assets$963,940
Liabilities$1,278
Net Assets$962,662
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2021: $1,034,734Expenses 2021: $72,072Net Income 2021: $962,6622021Revenue 2023: $161,616Expenses 2023: $52,117Net Income 2023: $109,4992023Revenue 2024: $169,610Expenses 2024: $235,875Net Income 2024: -$66,2652024

Highlighted filing

2021

Revenue$1,034,734
Expenses$72,072
Net Income$962,662
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$1,034,734
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$0$962,662▲ $962,662
Cash and Non-Interest-Bearing Accounts$0$944,035▲ $944,035
Accounts Receivable$0$19,905▲ $19,905
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$0$963,940▲ $963,940
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$1,278▲ $1,278
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$1,278▲ $1,278
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$962,662▲ $962,662
Total Liabilities and Net Assets / Fund Balance$0$963,940▲ $963,940
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Barry KannonCo-chairman
Dan RedingCo-chairman
Dave HarrisonTrustee
Michael WaltonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,034,734
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$962,662

Audited Revenue Reconciliation

Revenue per Audited Statements
$121,913
Revenue Not Reported on Financial Statements
$912,821
Other Revenue Adjustments
$912,821
Total Revenue per Audited Statements
$121,913
Total Revenue per Form 990
$1,034,734
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$72,072
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
Fees for Services Accounting$0$33,809$0$33,809
Fees for Services Legal$0$16,427$0$16,427
Fees for Services Management$0$14,249$0$14,249
Insurance$0$6,940$0$6,940
Other Expenses$0$647$0$647
Total Functional Expenses$0$72,072$0$72,072

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$72,072
Total Expenses per Audited Statements$72,072
Total Expenses per Form 990$72,072
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

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

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION A, LINE 1A:

“The labor trustees and management trustees are the two segments of the governing body. Each member of the governing body has the power to vote on all matters.”

PART VI, SECTION A, LINE 8B:

“The plan does not have any committees with authority to act on behalf of the governing body.”

PART VI, SECTION B, LINE 11:

“The plan's form 990 is available on the trustee website for review prior to filing.”

PART VI, SECTION B, LINE 12C:

“The quarterly board meetings provide an official venue for officers, directors and trustees to disclose such interests that could give rise to conflict.”

PART VI, SECTION C, LINE 19:

“The plan makes its governing documents and financial statements available to participants upon request.”

PART VII, SECTION A, LINE 1A:

“Trustees are not compensated by the trust. Compensation paid to trustees employed by other related organizations is reported on the form 990 filed with the irs by the related tax-exempt organization. For additional information, contact the third-party administrator, zenith american solutions. Below is the related organization that paid compensation to certain trustees: intl union of operating engineers local no.3, ein:94-0577785”

Filing and Contact Details

Filer

Filer Name
ADSC Operating Engineers Training and
EIN
87-2369445
In Care Of
% ZENITH AMERICAN SOLUTIONS
Phone
5106718800
Address
1141 Harbor Bay Pkwy STE 100, Alameda, CA 94502

Signing Officer

Name
Barry Kannon
Title
Co-chairman
Phone
5106718808
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Barry Kannon
Formed
2021
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
275 BATTERY ST STE 1800, SAN FRANCISCO, CA 94111-3346
Preparer
Mark E Flanagan
Phone
4159563600
Supplemental Narrative

Additional Explanations

PART I, LINE 1 AND PART III, LINE 1:

“To provide training programs for participants covered under the collective bargaining agreement between the union and employers.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 4B:

“Transfer of net employer contributions from lockbox $912,821”

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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01034734
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt01034734
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01034734
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Total509Grp/TotalAmt01034734
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01034734
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01034734
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt072072
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0912821
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0912821
IRS990ScheduleD/RevenueSubtotalAmt0121913
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1TRANSFER OF NET EMPLOYER CONTRIBUTIONS FROM LOCKBOX $912,821
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B:
IRS990ScheduleD/TotalExpensesPerForm990Amt072072
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt01034734
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0121913
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt072072
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE TRAINING PROGRAMS FOR PARTICIPANTS COVERED UNDER THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE UNION AND EMPLOYERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE LABOR TRUSTEES AND MANAGEMENT TRUSTEES ARE THE TWO SEGMENTS OF THE GOVERNING BODY. EACH MEMBER OF THE GOVERNING BODY HAS THE POWER TO VOTE ON ALL MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PLAN DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PLAN'S FORM 990 IS AVAILABLE ON THE TRUSTEE WEBSITE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE QUARTERLY BOARD MEETINGS PROVIDE AN OFFICIAL VENUE FOR OFFICERS, DIRECTORS AND TRUSTEES TO DISCLOSE SUCH INTERESTS THAT COULD GIVE RISE TO CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE IRS BY THE RELATED TAX-EXEMPT ORGANIZATION. FOR ADDITIONAL INFORMATION, CONTACT THE THIRD-PARTY ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS. BELOW IS THE RELATED ORGANIZATION THAT PAID COMPENSATION TO CERTAIN TRUSTEES: INTL UNION OF OPERATING ENGINEERS LOCAL NO.3, EIN:94-0577785
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION A, LINE 1A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION A, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION B, LINE 11:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART VII, SECTION A, LINE 1A:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTL UNION OF OPER ENG LOCAL UNION 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MULTI-PLAN SERVICE AGENCY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0940577785
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1813751949
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1SHARED EXP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01620 S LOOP RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11141 HARBOR BAY PKWY STE 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ALAMEDA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ALAMEDA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094502
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd194502
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$963,940
Liabilities
$1,278
Net assets
$962,662
Revenue
$1,034,734
Expenses
$72,072
Net income
$962,662
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.17$0.95$0.17$0.24$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.16$0.05$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$1.03$0.07$0.96