Civic Intelligence

Operating Engineer and Northern Ca Affirmative Action Training Fund

990 • Fiscal year 2018 • EIN 94-2289979

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 05, 2019

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

74th percentile

0.35x

Higher debt load relative to assets than 74% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

70th percentile

0.29x

Higher debt load relative to revenue than 70% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

89th percentile

$198,031

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

91st percentile

46%

Faster asset growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

80th percentile

28%

Faster revenue growth than 80% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets74th percentile

Assets

Up

$2,362,964

Up $740,363 (+46%) from 2017

Net Assets

Up

$1,531,004

Up $877,830 (+134%) from 2017

Liabilities

Down

$831,960

Down $137,467 (-14%) from 2017

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin84th percentile

Revenue

Up

$2,914,875

Up $639,776 (+28%) from 2017

Expenses

Up

$2,037,045

Up $242,612 (+14%) from 2017

Net Income

Up

$877,830

Up $397,164 (+83%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2018

Assets$2,362,964
Liabilities$831,960
Net Assets$1,531,004
Open 2018 Filing

Operations Trend

Revenue Growth80th 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

2018

Revenue$2,914,875
Expenses$2,037,045
Net Income$877,830
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 5, 2019
Return Version
2018v3.1
Gross Receipts
$2,915,213
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$653,174$1,531,004▲ $877,830
Cash and Non-Interest-Bearing Accounts$661,259$1,064,978▲ $403,719
Accounts Receivable$397,504$525,552▲ $128,048
Savings and Temporary Cash Investments$208,031$408,293▲ $200,262
Land, Buildings, and Equipment, Net$252,460$244,551▼ $7,909
Pledges and Grants Receivable$63,676$45,262▼ $18,414
Prepaid Expenses and Deferred Charges$11,496$39,968▲ $28,472
Other Notes and Loans Receivable, Net$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$1,622,601$2,362,964▲ $740,363
Other Assets Total$28,175$34,360▲ $6,185
Liabilities
Other Liabilities$817,211$738,380▼ $78,831
Accounts Payable and Accrued Expenses$152,216$93,580▼ $58,636
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$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$969,427$831,960▼ $137,467
Net Assets / Fund Balance
Total Net Assets Fund Balance$653,174$1,531,004▲ $877,830
Total Liabilities and Net Assets / Fund Balance$1,622,601$2,362,964▲ $740,363

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$231,074$137,799$368,873
Equipment$13,477$30,465$43,942
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joanie ThorntonTraining DirectorFT$124,013$74,018$198,031
Jacob StockeT & I CoordinatorFT$112,737$74,018$186,755
Lois BlackwellSurveyors CoordinatorFT$104,879$74,018$178,897

Board Members and Trustees

NameTitle
Gene FeickertCo-chairman
Russell BurnsCo-chairman
Anthony MccantsCo-chairman (former)
Alex CalderTrustee
Bruce NoelTrustee
Dan RedingTrustee
David StantonTrustee
Ed KingTrustee
James SullivanTrustee
Jim BackmanTrustee
Joe ThompsonTrustee
John RectorTrustee
Michael AhaTrustee
Michael StrunkTrustee
Pat ReiTrustee
Steve IngersollTrustee
Tom CaraiscoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$442,432
Program Service Revenue
$2,300,744
Investment Income
$1,284
Other Revenue
$170,415
Change in Net Assets
$877,830

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,914,875
Total Revenue per Audited Statements
$2,914,875
Total Revenue per Form 990
$2,914,875
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,395,385
Other Expenses$641,660
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$936,502$0$0$936,502
Pension Plan Contributions$238,459$0$0$238,459
Other Employee Benefits$147,463$0$0$147,463
Occupancy$96,983$0$0$96,983
Payroll Taxes$72,961$0$0$72,961
Depreciation Depletion$70,225$0$0$70,225
Fees for Services Management$0$51,993$0$51,993
Office Expenses$45,259$0$0$45,259
Fees for Services Other-$44,743-$44,743
All Other Expenses$32,689--$32,689
Conferences and Meetings$30,235$0$0$30,235
Other Expenses$27,256$0$0$27,256
Insurance$25,489$0$0$25,489
Fees for Services Legal$0$14,940$0$14,940
Fees for Services Accounting$0$13,700$0$13,700
Travel$12,904$0$0$12,904
Fees for Service Investment Mgmnt Fees-$164-$164
Total Functional Expenses$1,911,505$125,540$0$2,037,045

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,037,045
Total Expenses per Audited Statements$2,037,045
Total Expenses per Form 990$2,037,045
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$696,093
Vacation Payable$28,513
Due to Multi-plan Svcs Acct$13,774
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
Gene Feickert
Title
co-chairman
Phone
5106718800
Signed
2019-08-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russell Burns
Formed
1974
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
26
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
TWO EMBARCADERO CTR STE 2280, SAN FRANCISCO, CA 94111
Preparer
Catherine Gardner
Phone
4159563600
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.”

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 700 raw XML fields

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IRS990/Form990PartVIISectionAGrp/PersonNm10DAN REDING
IRS990/Form990PartVIISectionAGrp/PersonNm11JAMES SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm12JIM BACKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm13ED KING
IRS990/Form990PartVIISectionAGrp/PersonNm14MICHAEL STRUNK
IRS990/Form990PartVIISectionAGrp/PersonNm15JOE THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm16TOM CARAISCO
IRS990/Form990PartVIISectionAGrp/PersonNm17JOANIE THORNTON
IRS990/Form990PartVIISectionAGrp/PersonNm18LOIS BLACKWELL
IRS990/Form990PartVIISectionAGrp/PersonNm19JACOB STOCKE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-CHAIRMAN (FORMER)
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRAINING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18SURVEYORS COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19T & I Coordinator
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
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IRS990/LandBldgEquipCostOrOtherBssAmt0412815
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IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/OtherExpensesGrp/Desc2TEXTBOOK EXPENSES
IRS990/OtherExpensesGrp/Desc3EQUIPMENT RENTALS
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IRS990/OtherExpensesGrp/ProgramServicesAmt190238
IRS990/OtherExpensesGrp/ProgramServicesAmt267861
IRS990/OtherExpensesGrp/ProgramServicesAmt327256
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IRS990/OtherExpensesGrp/TotalAmt190238
IRS990/OtherExpensesGrp/TotalAmt267861
IRS990/OtherExpensesGrp/TotalAmt327256
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IRS990/OtherLiabilitiesGrp/EOYAmt0738380
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MONTOYA FUND INSTRUCTION REVENUE
IRS990/OtherRevenueMiscGrp/Desc1REVENUE FROM BOOK SALES
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt145158
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt145158
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0936502
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,362,964
Liabilities
$831,960
Net assets
$1,531,004
Revenue
$2,914,875
Expenses
$2,037,045
Net income
$877,830
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