Civic Intelligence

Operating Engineer and Northern Ca Affirmative Action Training Fund

990 • Fiscal year 2023 • EIN 94-2289979

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 29, 2024

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

30th percentile

0.03x

Higher debt load relative to assets than 30% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

33rd percentile

0.08x

Higher debt load relative to revenue than 33% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

85th percentile

35%

Higher net margin than 85% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

81st percentile

$230,911

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

1.9%

Faster revenue growth than 42% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$8,153,613

Up $1,358,796 (+20%) from 2022

Net Assets

Up

$7,875,928

Up $1,299,170 (+20%) from 2022

Liabilities

Up

$277,685

Up $59,626 (+27%) from 2022

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin85th percentile

Revenue

Up

$3,492,160

Up $64,979 (+1.9%) from 2022

Expenses

Up

$2,261,222

Up $262,181 (+13%) from 2022

Net Income

Down

$1,230,938

Down $197,202 (-14%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2023

Assets$8,153,613
Liabilities$277,685
Net Assets$7,875,928
Open 2023 Filing

Operations Trend

Revenue Growth42nd 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

2023

Revenue$3,492,160
Expenses$2,261,222
Net Income$1,230,938
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 29, 2024
Return Version
2023v5.1
Gross Receipts
$3,732,971
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,576,758$7,875,928▲ $1,299,170
Cash and Non-Interest-Bearing Accounts$1,079,421$4,465,862▲ $3,386,441
Investments in Publicly Traded Securities$2,216,517$2,351,123▲ $134,606
Pledges and Grants Receivable$298,320$599,055▲ $300,735
Accounts Receivable$861,176$566,298▼ $294,878
Prepaid Expenses and Deferred Charges$13,862$26,297▲ $12,435
Land, Buildings, and Equipment, Net$34,076$20,283▼ $13,793
Savings and Temporary Cash Investments$2,225,038$8,901▼ $2,216,137
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
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$6,794,817$8,153,613▲ $1,358,796
Other Assets Total$66,407$115,794▲ $49,387
Liabilities
Other Liabilities$112,532$159,558▲ $47,026
Accounts Payable and Accrued Expenses$105,527$118,127▲ $12,600
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$218,059$277,685▲ $59,626
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,576,758$7,875,928▲ $1,299,170
Total Liabilities and Net Assets / Fund Balance$6,794,817$8,153,613▲ $1,358,796

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$11,559$354,712$366,271
Equipment$8,724$43,121$51,845
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lois BlackwellTraining DirectorFT$159,248$71,663$230,911
Steven W McConnellT&i CoordinatorFT$140,365$71,663$212,028
Brett FletcherT&I CoordinatorFT$120,929$71,663$192,592

Board Members and Trustees

NameTitle
Dan RedingCo-chairman
Michael AhaCo-chairman
Bruce NoelTrustee
David StantonTrustee
Ed KingTrustee
Gene FeickertTrustee
Joe ThompsonTrustee
John RectorTrustee
Justin DistonTrustee
Matt StringerTrustee
Michael StrunkTrustee
Michael ZellTrustee
Pat ReiTrustee
Richard KrimmTrustee
Steve IngersollTrustee
Tom CaraiscoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$952,945
Program Service Revenue
$2,428,771
Investment Income
$109,149
Other Revenue
$1,295
All Other Contributions
$323,470
Change in Net Assets
$1,230,938

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,492,160
Revenue Not Reported on Form 990
$68,232
Total Revenue per Audited Statements
$3,560,392
Total Revenue per Form 990
$3,492,160
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,598,890
Other Expenses$662,332
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,126,169$0$0$1,126,169
Pension Plan Contributions$252,872$0$0$252,872
Other Employee Benefits$140,990$0$0$140,990
Occupancy$94,072$0$0$94,072
Payroll Taxes$78,859$0$0$78,859
Fees for Services Other$0$69,906$0$69,906
Fees for Services Management$0$60,473$0$60,473
Office Expenses$45,948$0$0$45,948
Insurance$27,267$0$0$27,267
Other Expenses$22,352$0$0$22,352
All Other Expenses$18,668--$18,668
Fees for Services Legal$0$17,965$0$17,965
Travel$17,267$0$0$17,267
Fees for Services Accounting$0$16,000$0$16,000
Fees for Service Investment Mgmnt Fees$0$8,127$0$8,127
Conferences and Meetings$6,266$0$0$6,266
Total Functional Expenses$2,074,489$186,733$0$2,261,222

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,261,222
Total Expenses per Audited Statements$2,261,222
Total Expenses per Form 990$2,261,222
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
Lease Obligation$114,559
Vacation Payable$44,999
Governance and Compliance

Governance Checklist

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

Governance Explanations

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 VII, SECTION A, LINE 1:

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

Filing and Contact Details

Filer

Filer Name
Operating Engineers & No Calif Surveyor
EIN
94-2289979
In Care Of
% ZENITH AMERICAN SOLUTIONS
Phone
5106718800
Address
1141 HARBOR BAY PKWY STE 100, ALAMEDA, CA 94502

Signing Officer

Name
Dan Reding
Title
co-chairman
Phone
5106718800
Signed
2024-10-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Reding
Formed
1974
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
8
Employees
23
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
595 MARKET ST STE 920, SAN FRANCISCO, CA 94105-2814
Preparer
Jesse Ward
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.”

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.”

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IRS990/Form990PartVIISectionAGrp/PersonNm1Steven W McConnell
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,153,613
Liabilities
$277,685
Net assets
$7,875,928
Revenue
$3,492,160
Expenses
$2,261,222
Net income
$1,230,938
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. 2023 filings • 501(c)3 • $5M-$10M nonprofits