Civic Intelligence

Operating Engineer and Northern Ca Affirmative Action Training Fund

990 • Fiscal year 2015 • EIN 94-2289979

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 20, 2016

Organization ProfileN/A
1640 S Loop RdAlameda, CA 94502

(510) 433-4400

Siviq Scores

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

Liabilities / Assets

59th percentile

0.18x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

47th percentile

0.09x

Higher debt load relative to revenue than 47% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

56th percentile

4.7%

Higher net margin than 56% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

90th percentile

$204,883

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 14.8% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

79th percentile

16%

Faster asset growth than 79% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

84th percentile

35%

Faster revenue growth than 84% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$720,127

Up $99,643 (+16%) from 2014

Net Assets

Up

$591,942

Up $65,384 (+12%) from 2014

Liabilities

Up

$128,185

Up $34,259 (+36%) from 2014

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin56th percentile

Revenue

Up

$1,381,427

Up $355,475 (+35%) from 2014

Expenses

Up

$1,316,043

Up $30,400 (+2.4%) from 2014

Net Income

Up

$65,384

Up $325,075 (+125%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2015

Assets$720,127
Liabilities$128,185
Net Assets$591,942
Open 2015 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

2015

Revenue$1,381,427
Expenses$1,316,043
Net Income$65,384
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 20, 2016
Return Version
2015v2.1
Gross Receipts
$1,581,527
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$526,558$591,942▲ $65,384
Accounts Receivable$163,079$253,469▲ $90,390
Savings and Temporary Cash Investments$322,089$214,586▼ $107,503
Cash and Non-Interest-Bearing Accounts$43,670$165,966▲ $122,296
Land, Buildings, and Equipment, Net$46,960$30,563▼ $16,397
Prepaid Expenses and Deferred Charges$6,979$3,678▼ $3,301
Inventories for Sale or Use$1,193$0▼ $1,193
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
Loans From Officers Directors$0$0→ $0
Total Assets$620,484$720,127▲ $99,643
Other Assets Total$36,514$51,865▲ $15,351
Liabilities
Other Liabilities$46,201$73,081▲ $26,880
Accounts Payable and Accrued Expenses$34,115$46,507▲ $12,392
Mortgage Notes Payable Secured by Investment Property$13,610$8,597▼ $5,013
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$93,926$128,185▲ $34,259
Net Assets / Fund Balance
Total Net Assets Fund Balance$526,558$591,942▲ $65,384
Total Liabilities and Net Assets / Fund Balance$620,484$720,127▲ $99,643

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$10,500$31,997$42,497
Equipment$20,063$9,886$29,949
Other Assets Org$4,383--
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleBaseOtherTotal
Richard VeraExecutive Director$104,105$70,034$174,139

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$203,894
Program Service Revenue
$1,089,174
Investment Income
$1,706
Other Revenue
$86,653
Change in Net Assets
$65,384

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,381,427
Total Revenue per Audited Statements
$1,381,427
Total Revenue per Form 990
$1,381,427
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$932,487
Other Expenses$383,556
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$594,377$0$0$594,377
Other Employee Benefits$149,650$0$0$149,650
Pension Plan Contributions$140,687$0$0$140,687
Occupancy$101,639$0$0$101,639
Fees for Services Management$0$54,204$0$54,204
Payroll Taxes$47,773$0$0$47,773
Other Expenses$44,945$0$0$44,945
Office Expenses$25,418$0$0$25,418
Depreciation Depletion$19,715$0$0$19,715
Fees for Services Other-$18,491-$18,491
Insurance$15,758$0$0$15,758
Fees for Services Legal$0$14,458$0$14,458
Conferences and Meetings$13,773$0$0$13,773
Fees for Services Accounting$0$12,000$0$12,000
All Other Expenses$6,484--$6,484
Travel$6,403$0$0$6,403
Total Functional Expenses$1,216,890$99,153$0$1,316,043

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,316,043
Total Expenses per Audited Statements$1,316,043
Total Expenses per Form 990$1,316,043
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
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
Due to Other Trust Funds$55,268
Vacation Payable$17,813
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
% ASSOCIATED THIRD PARTY ADMIN
Phone
5104334400
Address
1640 S LOOP RD, ALAMEDA, CA 94502

Signing Officer

Name
Joanie Thornton
Title
Trustee
Phone
5104334400
Signed
2016-10-20
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
37
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
44 MONTGOMERY ST STE 3701, SAN FRANCISCO, CA 94104-4831
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. Part vii, section a: richard vera receives compensation from the operating engineers trust funds multi-plan services account (the "mpsa"), a related party, which acts as a joint venture cost sharing arrangement providing a vehicle for handling of mutual concerns, interests, problems and information services to the members of the various operating engineers trust funds. Richard vera acts as the executive director of mpsa and all the operating engineers trust funds which are under its umbrella.”

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 676 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

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$720,127
Liabilities
$128,185
Net assets
$591,942
Revenue
$1,381,427
Expenses
$1,316,043
Net income
$65,384
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