Civic Intelligence

Operating Engineer and Northern Ca Affirmative Action Training Fund

990 • Fiscal year 2016 • EIN 94-2289979

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 18, 2017

Organization ProfileN/A
1600 Harbor Bay Pkwy Ste 200Alameda, CA 94502

(510) 671-8800

Siviq Scores

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

Liabilities / Assets

88th percentile

0.84x

Higher debt load relative to assets than 88% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

77th percentile

0.50x

Higher debt load relative to revenue than 77% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

65th percentile

8.0%

Higher net margin than 65% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

87th percentile

$179,259

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

92nd percentile

52%

Faster asset growth than 92% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

84th percentile

34%

Faster revenue growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$1,095,150

Up $375,023 (+52%) from 2015

Net Assets

Down

$172,508

Down $419,434 (-71%) from 2015

Liabilities

Up

$922,642

Up $794,457 (+620%) from 2015

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin65th percentile

Revenue

Up

$1,849,542

Up $468,115 (+34%) from 2015

Expenses

Up

$1,702,162

Up $386,119 (+29%) from 2015

Net Income

Up

$147,380

Up $81,996 (+125%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$10M$5.0M$0Assets 2010: $983,605Liabilities 2010: $49,437Net Assets 2010: $934,1682010Assets 2011: $698,191Liabilities 2011: $46,215Net Assets 2011: $651,9762011Assets 2012: $571,935Liabilities 2012: $43,560Net Assets 2012: $528,3752012Assets 2013: $977,082Liabilities 2013: $190,325Net Assets 2013: $786,7572013Assets 2014: $620,484Liabilities 2014: $93,926Net Assets 2014: $526,5582014Assets 2015: $720,127Liabilities 2015: $128,185Net Assets 2015: $591,9422015Assets 2016: $1,095,150Liabilities 2016: $922,642Net Assets 2016: $172,5082016Assets 2017: $1,622,601Liabilities 2017: $969,427Net Assets 2017: $653,1742017Assets 2018: $2,362,964Liabilities 2018: $831,960Net Assets 2018: $1,531,0042018Assets 2019: $3,400,451Liabilities 2019: $750,291Net Assets 2019: $2,650,1602019Assets 2020: $4,463,983Liabilities 2020: $757,137Net Assets 2020: $3,706,8462020Assets 2021: $6,093,529Liabilities 2021: $725,608Net Assets 2021: $5,367,9212021Assets 2022: $6,794,817Liabilities 2022: $218,059Net Assets 2022: $6,576,7582022Assets 2023: $8,153,613Liabilities 2023: $277,685Net Assets 2023: $7,875,9282023Assets 2024: $9,795,936Liabilities 2024: $220,299Net Assets 2024: $9,575,6372024

Highlighted filing

2016

Assets$1,095,150
Liabilities$922,642
Net Assets$172,508
Open 2016 Filing

Operations Trend

Revenue Growth84th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2010: $404,524Expenses 2010: $755,497Net Income 2010: -$350,9732010Revenue 2011: $474,167Expenses 2011: $756,359Net Income 2011: -$282,1922011Revenue 2012: $637,467Expenses 2012: $761,068Net Income 2012: -$123,6012012Revenue 2013: $1,287,372Expenses 2013: $1,028,990Net Income 2013: $258,3822013Revenue 2014: $1,025,952Expenses 2014: $1,285,643Net Income 2014: -$259,6912014Revenue 2015: $1,381,427Expenses 2015: $1,316,043Net Income 2015: $65,3842015Revenue 2016: $1,849,542Expenses 2016: $1,702,162Net Income 2016: $147,3802016Revenue 2017: $2,275,099Expenses 2017: $1,794,433Net Income 2017: $480,6662017Revenue 2018: $2,914,875Expenses 2018: $2,037,045Net Income 2018: $877,8302018Revenue 2019: $3,252,438Expenses 2019: $2,133,282Net Income 2019: $1,119,1562019Revenue 2020: $2,853,693Expenses 2020: $1,797,007Net Income 2020: $1,056,6862020Revenue 2021: $3,611,924Expenses 2021: $1,950,884Net Income 2021: $1,661,0402021Revenue 2022: $3,427,181Expenses 2022: $1,999,041Net Income 2022: $1,428,1402022Revenue 2023: $3,492,160Expenses 2023: $2,261,222Net Income 2023: $1,230,9382023Revenue 2024: $3,954,661Expenses 2024: $2,263,216Net Income 2024: $1,691,4452024

Highlighted filing

2016

Revenue$1,849,542
Expenses$1,702,162
Net Income$147,380
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 18, 2017
Return Version
2016v3.1
Gross Receipts
$1,849,542
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$253,469$400,650▲ $147,181
Cash and Non-Interest-Bearing Accounts$165,966$383,122▲ $217,156
Savings and Temporary Cash Investments$214,586$208,016▼ $6,570
Rtn Earn Endowment Incm Other Fnds$591,942$172,508▼ $419,434
Land, Buildings, and Equipment, Net$30,563$19,529▼ $11,034
Prepaid Expenses and Deferred Charges$3,678$1,548▼ $2,130
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
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
Total Assets$720,127$1,095,150▲ $375,023
Other Assets Total$51,865$82,285▲ $30,420
Liabilities
Other Liabilities$73,081$856,757▲ $783,676
Accounts Payable and Accrued Expenses$46,507$62,755▲ $16,248
Mortgage Notes Payable Secured by Investment Property$8,597$3,130▼ $5,467
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$128,185$922,642▲ $794,457
Net Assets / Fund Balance
Total Net Assets Fund Balance$591,942$172,508▼ $419,434
Total Liabilities and Net Assets / Fund Balance$720,127$1,095,150▲ $375,023

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,500$37,997$42,497
Equipment$15,029$15,909$30,938
Other Assets Org$4,383--
Compensation and Service Providers
Top Officer Pay87th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joanie ThorntonTraining DirectorFT$108,192$71,067$179,259

Board Members and Trustees

NameTitle
Anthony MccantsTrustee
Bruce NoelTrustee
Dan RedingTrustee
David StantonTrustee
Ed KingTrustee
Gene FeickertTrustee
James SullivanTrustee
Jeff NielsenTrustee
Jim BackmanTrustee
John RectorTrustee
Michael StrunkTrustee
Pat ReiTrustee
Randy SmithTrustee
Russell BurnsTrustee
Steve IngersollTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$320,129
Program Service Revenue
$1,387,647
Investment Income
$360
Other Revenue
$141,406
All Other Contributions
$12,461
Change in Net Assets
$147,380

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,849,542
Total Revenue per Audited Statements
$1,849,542
Total Revenue per Form 990
$1,849,542
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,039,476
Other Expenses$662,686
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$677,209$0$0$677,209
Other Employee Benefits$170,267$0$0$170,267
Pension Plan Contributions$138,386$0$0$138,386
Occupancy$105,042$0$0$105,042
Fees for Services Other-$61,644-$61,644
Payroll Taxes$53,614$0$0$53,614
Fees for Services Management$0$53,120$0$53,120
Office Expenses$29,524$0$0$29,524
Fees for Services Legal$0$26,272$0$26,272
All Other Expenses$24,268--$24,268
Conferences and Meetings$19,662$0$0$19,662
Other Expenses$19,581$0$0$19,581
Insurance$15,247$0$0$15,247
Fees for Services Accounting$0$12,720$0$12,720
Depreciation Depletion$12,023$0$0$12,023
Travel$9,249$0$0$9,249
Total Functional Expenses$1,358,678$343,484$0$1,702,162

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,702,162
Total Expenses per Audited Statements$1,702,162
Total Expenses per Form 990$1,702,162
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
Subject to proxy tax
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Withdrawal Liability Payable$749,181
Due to Other Trust Funds$82,481
Vacation Payable$25,095
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Operating Engineers & No Calif Surveyor
EIN
94-2289979
In Care Of
% ZENITH AMERICAN SOLUTIONS
Phone
5106718800
Address
1600 HARBOR BAY PKWY STE 200, ALAMEDA, CA 94502

Signing Officer

Name
Russell Burns
Title
co-chairman
Phone
5106718800
Signed
2017-07-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russell Burns
Formed
1974
Legal Domicile
CA
Voting Board Members
15
Independent Board Members
15
Employees
44
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
44 MONTGOMERY ST STE 3701, SAN FRANCISCO, CA 94104-4831
Preparer
Catherine Gardner
Phone
4153569600
Supplemental Narrative

Additional Explanations

PART I AND PART III, LINE 1 - ORGANIZATION'S MISSION:

“To provide training to pre-apprentice, apprentice, and journeyman surveyors and training for testing and inspection. Part vi, section a, line 8b: the trust does not have any committees with authority to act on behalf of the governing body. Part vi, section b, line 11b: all board members are issued a copy of the tax returns for review along with a copy of the annual audit. Part vi, section c, line 19: the trust makes its governing documents and financial statements available to participants upon request. Part xi, line 8: the prior year 990 was filed prior to recording the withdrawal liability of $566,814.”

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 TRUST and recognize a tax liability if the TRUST has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The TRUST is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 661 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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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,095,150
Liabilities
$922,642
Net assets
$172,508
Revenue
$1,849,542
Expenses
$1,702,162
Net income
$147,380
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.80$0.22$9.58$3.95$2.26$1.69
2023Detailed filing. Detailed filing data is available for this year.$8.15$0.28$7.88$3.49$2.26$1.23
2022Detailed filing. Detailed filing data is available for this year.$6.79$0.22$6.58$3.43$2.00$1.43
2021Detailed filing. Detailed filing data is available for this year.$6.09$0.73$5.37$3.61$1.95$1.66
2020Detailed filing. Detailed filing data is available for this year.$4.46$0.76$3.71$2.85$1.80$1.06
2019Detailed filing. Detailed filing data is available for this year.$3.40$0.75$2.65$3.25$2.13$1.12
2018Detailed filing. Detailed filing data is available for this year.$2.36$0.83$1.53$2.91$2.04$0.88
2017Detailed filing. Detailed filing data is available for this year.$1.62$0.97$0.65$2.28$1.79$0.48
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.92$0.17$1.85$1.70$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.72$0.13$0.59$1.38$1.32$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.62$0.09$0.53$1.03$1.29$0.26
2013Summary only. Only limited summary data is available for this year.$0.98$0.19$0.79$1.29$1.03$0.26
2012Summary only. Only limited summary data is available for this year.$0.57$0.04$0.53$0.64$0.76$0.12
2011Summary only. Only limited summary data is available for this year.$0.70$0.05$0.65$0.47$0.76$0.28
2010Summary only. Only limited summary data is available for this year.$0.98$0.05$0.93$0.40$0.76$0.35
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits