Civic Intelligence

Agc International Union of Oprtng Engnrs 701 Trng Trust Fund

990 • Fiscal year 2013 • EIN 93-0634959

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 08, 2014

Organization ProfileWWW.OETRAINING.ORG
PO Box 3420398124

(206) 441-7574

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

Higher debt load relative to assets than 10% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

13th percentile

0.02x

Higher debt load relative to revenue than 13% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

56th percentile

4.7%

Higher net margin than 56% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

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

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

52nd percentile

3.2%

Faster asset growth than 52% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

16th percentile

-12%

Faster revenue growth than 16% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$7,336,473

Up $230,506 (+3.2%) from 2012

Net Assets

Up

$7,320,066

Up $236,772 (+3.3%) from 2012

Liabilities

Down

$16,407

Down $6,266 (-28%) from 2012

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin56th percentile

Revenue

$1,030,522

No earlier filing loaded for comparison.

Expenses

Up

$981,922

Up $602 (+0.1%) from 2012

Net Income

$48,600

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$15M$10M$5.0M$0Assets 2010: $6,607,498Liabilities 2010: $18,597Net Assets 2010: $6,588,9012010Assets 2011: $7,074,144Liabilities 2011: $26,479Net Assets 2011: $7,047,6652011Assets 2012: $7,105,967Liabilities 2012: $22,673Net Assets 2012: $7,083,2942012Assets 2013: $7,336,473Liabilities 2013: $16,407Net Assets 2013: $7,320,0662013Assets 2014: $7,389,889Liabilities 2014: $46,777Net Assets 2014: $7,343,1122014Assets 2015: $7,053,357Liabilities 2015: $33,483Net Assets 2015: $7,019,8742015Assets 2016: $6,459,845Liabilities 2016: $53,456Net Assets 2016: $6,406,3892016Assets 2017: $6,228,176Liabilities 2017: $24,756Net Assets 2017: $6,203,4202017Assets 2018: $5,986,505Liabilities 2018: $26,893Net Assets 2018: $5,959,6122018Assets 2019: $6,599,117Liabilities 2019: $31,558Net Assets 2019: $6,567,5592019Assets 2020: $7,324,656Liabilities 2020: $48,442Net Assets 2020: $7,276,2142020Assets 2021: $8,383,544Liabilities 2021: $248,208Net Assets 2021: $8,135,3362021Assets 2022: $9,068,662Liabilities 2022: $920,944Net Assets 2022: $8,147,7182022Assets 2023: $9,818,960Liabilities 2023: $805,536Net Assets 2023: $9,013,4242023Assets 2024: $10,362,977Liabilities 2024: $756,565Net Assets 2024: $9,606,4122024

Highlighted filing

2013

Assets$7,336,473
Liabilities$16,407
Net Assets$7,320,066
Open 2013 Filing

Operations Trend

Revenue Growth16th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $856,8692010Revenue 2011: $1,325,505Expenses 2011: $818,733Net Income 2011: $506,7722011Expenses 2012: $981,3202012Revenue 2013: $1,030,522Expenses 2013: $981,922Net Income 2013: $48,6002013Revenue 2014: $1,159,430Expenses 2014: $1,109,785Net Income 2014: $49,6452014Revenue 2015: $1,152,321Expenses 2015: $1,506,713Net Income 2015: -$354,3922015Revenue 2016: $1,173,064Expenses 2016: $1,777,759Net Income 2016: -$604,6952016Revenue 2017: $1,355,605Expenses 2017: $1,558,574Net Income 2017: -$202,9692017Revenue 2018: $1,529,814Expenses 2018: $1,597,499Net Income 2018: -$67,6852018Revenue 2019: $1,872,448Expenses 2019: $1,700,536Net Income 2019: $171,9122019Revenue 2020: $2,207,225Expenses 2020: $1,764,004Net Income 2020: $443,2212020Revenue 2021: $2,432,235Expenses 2021: $1,856,728Net Income 2021: $575,5072021Revenue 2022: $3,159,141Expenses 2022: $1,995,337Net Income 2022: $1,163,8042022Revenue 2023: $2,617,489Expenses 2023: $2,296,792Net Income 2023: $320,6972023Revenue 2024: $2,789,548Expenses 2024: $2,565,174Net Income 2024: $224,3742024

Highlighted filing

2013

Revenue$1,030,522
Expenses$981,922
Net Income$48,600
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 8, 2014
Return Version
2013v3.1
Gross Receipts
$1,030,522
Mission and Program Overview

Mission

Provide occupational training benefits for participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,083,294$7,320,066▲ $236,772
Investments Other Securities$5,921,478$6,066,755▲ $145,277
Land, Buildings, and Equipment, Net$947,085$1,003,291▲ $56,206
Accounts Receivable$99,253$89,721▼ $9,532
Savings and Temporary Cash Investments$63,572$84,836▲ $21,264
Cash and Non-Interest-Bearing Accounts$39,008$59,183▲ $20,175
Prepaid Expenses and Deferred Charges$35,571$32,687▼ $2,884
Total Assets$7,105,967$7,336,473▲ $230,506
Liabilities
Accounts Payable and Accrued Expenses$22,673$16,407▼ $6,266
Total Liabilities$22,673$16,407▼ $6,266
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,083,294$7,320,066▲ $236,772
Total Liabilities and Net Assets / Fund Balance$7,105,967$7,336,473▲ $230,506

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,003,291$1,029,549$2,032,840
Other Securities$2,284,772--
Compensation and Service Providers
Top Officer Pay22nd percentile

Board Members and Trustees

NameTitle
Boe EllisTrustee
Dave AlexanderTrustee
Jack MillerTrustee
James WrightTrustee
Joe CorreyTrustee
Nelda WilsonTrustee
Robin WicklanderTrustee
Tony SteelemanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,029,985
Investment Income
$537
Other Revenue
$0
Change in Net Assets
$48,600

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,030,522
Revenue Not Reported on Form 990
$188,172
Total Revenue per Audited Statements
$1,218,694
Total Revenue per Form 990
$1,030,522
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$491,306
Other Expenses$490,616
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$323,335--$323,335
Depreciation Depletion$130,469--$130,469
Other Employee Benefits$76,628--$76,628
Pension Plan Contributions$50,546--$50,546
Insurance$46,966--$46,966
Payroll Taxes$40,797--$40,797
Occupancy$31,225--$31,225
Office Expenses$21,862--$21,862
Fees for Services Accounting$20,150--$20,150
Other Expenses$16,694--$16,694
Fees for Services Other$15,237--$15,237
All Other Expenses$8,954--$8,954
Fees for Service Investment Mgmnt Fees$4,445--$4,445
Fees for Services Legal$4,402--$4,402
Information Technology$973--$973
Travel$723--$723
Total Functional Expenses$981,922$0$0$981,922

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$981,922
Total Expenses per Audited Statements$981,922
Total Expenses per Form 990$981,922
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
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 11B

“A draft of form 990 is given to the board of trustees for review prior to filing. Any questions that the chairman has are answered before the return is finalized.”

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

“Trustees are required to disclose to the board of trustees any conclict or potential conflict that arises upon discovery. It is left up to individual trustees to come forward with such information.”

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

“Trust management personel do not receive compensation.”

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

“The board of trustees reviews the conpensation of all instructors annually.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request at the trust office.”

Filing and Contact Details

Filer

EIN
93-0634959
Phone
2064417574

Signing Officer

Name
Nelda Wilson
Title
Chairman
Phone
2064417574
Signed
2014-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nelda Wilson
Voting Board Members
8
Independent Board Members
8
Employees
8

Preparer

Preparer
Richard a Layne
Phone
5036436400
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Provide occupational training benefits for participants”

Raw XML AppendixShowing 400 of 1,157 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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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt018000
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IRS990ScheduleA/InvestmentIncomePYPct00.02000
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IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt06101
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01187344
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt01038856
IRS990ScheduleA/Total509Grp/TotalAmt05523988
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01189870
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IRS990ScheduleD/ExpensesSubtotalAmt0981922
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0188172
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03781983
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12284772
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BLUE ROCK MARKET NEUTRAL FUND, LLC
IRS990ScheduleD/OtherSecuritiesGrp/Desc1HIGHMARK DIVERSIFIED MONEY MKT FUND
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IRS990ScheduleD/RevenueSubtotalAmt01030522
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01003291
IRS990ScheduleD/TotalBookValueSecuritiesAmt06066755
IRS990ScheduleD/TotalExpensesPerForm990Amt0981922
IRS990ScheduleD/TotalRevenuePerForm990Amt01030522
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PROVIDE OCCUPATIONAL TRAINING BENEFITS FOR PARTICIPANTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF FORM 990 IS GIVEN TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING. ANY QUESTIONS THAT THE CHAIRMAN HAS ARE ANSWERED BEFORE THE RETURN IS FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES ARE REQUIRED TO DISCLOSE TO THE BOARD OF TRUSTEES ANY CONCLICT OR POTENTIAL CONFLICT THAT ARISES UPON DISCOVERY. IT IS LEFT UP TO INDIVIDUAL TRUSTEES TO COME FORWARD WITH SUCH INFORMATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUST MANAGEMENT PERSONEL DO NOT RECEIVE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES REVIEWS THE CONPENSATION OF ALL INSTRUCTORS ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE TRUST OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 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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Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,336,473
Liabilities
$16,407
Net assets
$7,320,066
Revenue
$1,030,522
Expenses
$981,922
Net income
$48,600
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.4$0.76$9.61$2.79$2.57$0.22
2023Detailed filing. Detailed filing data is available for this year.$9.82$0.81$9.01$2.62$2.30$0.32
2022Detailed filing. Detailed filing data is available for this year.$9.07$0.92$8.15$3.16$2.00$1.16
2021Detailed filing. Detailed filing data is available for this year.$8.38$0.25$8.14$2.43$1.86$0.58
2020Detailed filing. Detailed filing data is available for this year.$7.32$0.05$7.28$2.21$1.76$0.44
2019Detailed filing. Detailed filing data is available for this year.$6.60$0.03$6.57$1.87$1.70$0.17
2018Detailed filing. Detailed filing data is available for this year.$5.99$0.03$5.96$1.53$1.60$0.07
2017Detailed filing. Detailed filing data is available for this year.$6.23$0.02$6.20$1.36$1.56$0.20
2016Detailed filing. Detailed filing data is available for this year.$6.46$0.05$6.41$1.17$1.78$0.60
2015Detailed filing. Detailed filing data is available for this year.$7.05$0.03$7.02$1.15$1.51$0.35
2014Detailed filing. Detailed filing data is available for this year.$7.39$0.05$7.34$1.16$1.11$0.05
2013Detailed filing. Detailed filing data is available for this year.$7.34$0.02$7.32$1.03$0.98$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.11$0.02$7.08$0.98
2011Summary only. Only limited summary data is available for this year.$7.07$0.03$7.05$1.33$0.82$0.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.61$0.02$6.59$0.86