Civic Intelligence

Operating Engineers Public and Miscellaneous Employees Health and Welfare Trust Fund

990 • Fiscal year 2015 • EIN 94-2567865

Jan 01, 2015 to Dec 31, 2015 • Filed on Oct 11, 2016

Organization ProfileN/A

View Organization Page

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

82nd percentile

0.39x

Higher debt load relative to assets than 82% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

79th percentile

0.26x

Higher debt load relative to revenue than 79% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Net Margin

30th percentile

-1.0%

Higher net margin than 30% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Asset Growth

35th percentile

-1.1%

Faster asset growth than 35% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

38th percentile

0.8%

Faster revenue growth than 38% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Down

$15,410,599

Down $165,958 (-1.1%) from 2014

Net Assets

Down

$9,332,604

Down $469,390 (-4.8%) from 2014

Liabilities

Up

$6,077,995

Up $303,432 (+5.3%) from 2014

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin30th percentile

Revenue

Up

$23,815,001

Up $178,089 (+0.8%) from 2014

Expenses

Up

$24,057,889

Up $2,198,783 (+10%) from 2014

Net Income

Down

-$242,888

Down $2,020,694 (-114%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$30M$20M$10M$0Assets 2010: $11,590,336Liabilities 2010: $5,509,222Net Assets 2010: $6,081,1142010Assets 2011: $12,467,520Liabilities 2011: $4,406,455Net Assets 2011: $8,061,0652011Assets 2012: $13,818,270Liabilities 2012: $4,597,016Net Assets 2012: $9,221,2542012Assets 2013: $12,483,416Liabilities 2013: $4,803,185Net Assets 2013: $7,680,2312013Assets 2014: $15,576,557Liabilities 2014: $5,774,563Net Assets 2014: $9,801,9942014Assets 2015: $15,410,599Liabilities 2015: $6,077,995Net Assets 2015: $9,332,6042015Assets 2016: $16,574,144Liabilities 2016: $5,767,688Net Assets 2016: $10,806,4562016Assets 2017: $19,474,904Liabilities 2017: $5,067,598Net Assets 2017: $14,407,3062017Assets 2018: $21,547,785Liabilities 2018: $5,754,356Net Assets 2018: $15,793,4292018Assets 2019: $21,893,233Liabilities 2019: $5,236,478Net Assets 2019: $16,656,7552019Assets 2020: $22,389,043Liabilities 2020: $5,890,079Net Assets 2020: $16,498,9642020Assets 2021: $21,934,327Liabilities 2021: $7,464,832Net Assets 2021: $14,469,4952021Assets 2022: $19,329,047Liabilities 2022: $3,732,600Net Assets 2022: $15,596,4472022Assets 2023: $23,450,253Liabilities 2023: $6,276,466Net Assets 2023: $17,173,7872023Assets 2024: $25,360,966Liabilities 2024: $3,988,622Net Assets 2024: $21,372,3442024

Highlighted filing

2015

Assets$15,410,599
Liabilities$6,077,995
Net Assets$9,332,604
Open 2015 Filing

Operations Trend

Revenue Growth38th percentile

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

$30M$20M$10M$0-$10MRevenue 2010: $18,858,037Expenses 2010: $18,814,544Net Income 2010: $43,4932010Revenue 2011: $21,520,519Expenses 2011: $19,544,631Net Income 2011: $1,975,8882011Revenue 2012: $22,109,524Expenses 2012: $21,590,893Net Income 2012: $518,6312012Revenue 2013: $23,273,293Expenses 2013: $23,152,099Net Income 2013: $121,1942013Revenue 2014: $23,636,912Expenses 2014: $21,859,106Net Income 2014: $1,777,8062014Revenue 2015: $23,815,001Expenses 2015: $24,057,889Net Income 2015: -$242,8882015Revenue 2016: $21,732,308Expenses 2016: $20,641,732Net Income 2016: $1,090,5762016Revenue 2017: $22,627,173Expenses 2017: $19,232,247Net Income 2017: $3,394,9262017Revenue 2018: $20,827,299Expenses 2018: $19,322,586Net Income 2018: $1,504,7132018Revenue 2019: $20,159,276Expenses 2019: $20,174,346Net Income 2019: -$15,0702019Revenue 2020: $19,913,542Expenses 2020: $20,196,930Net Income 2020: -$283,3882020Revenue 2021: $20,649,774Expenses 2021: $22,735,910Net Income 2021: -$2,086,1362021Revenue 2022: $15,830,437Expenses 2022: $14,216,308Net Income 2022: $1,614,1292022Revenue 2023: $18,874,962Expenses 2023: $16,982,905Net Income 2023: $1,892,0572023Revenue 2024: $20,915,093Expenses 2024: $16,048,851Net Income 2024: $4,866,2422024

Highlighted filing

2015

Revenue$23,815,001
Expenses$24,057,889
Net Income-$242,888
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Oct 11, 2016
Return Version
2015v2.1
Gross Receipts
$33,893,976
Mission and Program Overview

Mission

To provide health and welfare benefits to members covered by the collective bargaining agreement between the union and employers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,801,994$9,332,604▼ $469,390
Investments Other Securities$9,699,522$7,218,615▼ $2,480,907
Investments in Publicly Traded Securities$0$3,847,553▲ $3,847,553
Accounts Receivable$1,717,862$2,249,781▲ $531,919
Cash and Non-Interest-Bearing Accounts$4,158,881$1,442,924▼ $2,715,957
Savings and Temporary Cash Investments$0$651,435▲ $651,435
Prepaid Expenses and Deferred Charges$292$291▼ $1
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 Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$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$15,576,557$15,410,599▼ $165,958
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$5,562,281$5,931,627▲ $369,346
Accounts Payable and Accrued Expenses$212,282$146,368▼ $65,914
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$5,774,563$6,077,995▲ $303,432
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,801,994$9,332,604▼ $469,390
Total Liabilities and Net Assets / Fund Balance$15,576,557$15,410,599▼ $165,958

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$7,218,615--
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Austris RungisTrustee
Jim BackmanTrustee
John GouveiaTrustee
Rick DavisTrustee
Russell BurnsTrustee
Steve IngersollTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Associated Third Party Administratocontract admin.1640 S LOOP RD, Alameda, CA 94502$497,724
Anthem Blue Crossmedical admin. fees120 MONUMENT CIR, Indianapolis, IN 46204$205,490
Delta Dentaldental admin. fees100 FIRST St, San Francisco, CA 94105$128,663
the segal companyconsulting fees100 montgomery st ste 500, San Francisco, CA 94104$118,786
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$22,707,760
Investment Income
$249,954
Other Revenue
$857,287
Change in Net Assets
$-242,888

Audited Revenue Reconciliation

Revenue per Audited Statements
$23,815,001
Revenue Not Reported on Form 990
$-226,502
Total Revenue per Audited Statements
$23,588,499
Total Revenue per Form 990
$23,815,001
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,467,906
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$22,589,983
Fees for Services Management---$497,724
Fees for Services Other---$203,181
Office Expenses---$44,172
Fees for Service Investment Mgmnt Fees---$37,701
Insurance---$30,778
Fees for Services Accounting---$29,651
Fees for Services Legal---$27,450
Other Expenses---$25,000
All Other Expenses---$8,882
Conferences and Meetings---$8,613
Total Functional Expenses$0$0$0$24,057,889

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$24,057,889
Expenses per Audited Statements$23,777,010
Total Expenses per Audited Statements$23,777,010
Expenses Not Reported on Financial Statements$280,879
Other Expense Adjustments$280,879
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
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
Benefit Obligations$5,791,929
Due to Other Trusts$83,079
Due to Brokers$56,619
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
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, PART VI, SECTION A - LINE 8B:

“THE PLAN DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. form 990, part vi, section b - line 11b: THE PLAN'S 990 IS AVAILABLE ON THE TRUSTEE WEBSITE FOR REVIEW PRIOR TO FILING. form 990, part vi, section b - line 12c: THE QUARTERLY BOARD MEETINGS PROVIDE AN OFFICIAL VENUE FOR OFFICERS, DIRECTORS AND TRUSTEES TO DISCLOSE SUCH INTERESTS THAT COULD GIVE RISE TO CONFLICTS. form 990, part vi, section c - line 19: the plan makes its governing documents and financial statements available to pARTICIPANTS upon request. form 990, part vii, section a - line 1a: TRUSTEES ARE NOT COMPENSATED BY THE PLAN. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE IRS BY THE RELATED TAX-EXEMPT ORGANIZATION. FOR ADDITIONAL INFORMATION PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, ASSOCIATED THIRD PARTY ADMINISTRATORS. BELOW IS THE RELATED ORGANIZATION THAT PAID COMPENSATION TO THE TRUSTEES: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL NO. 3; EIN 94-0577785.”

Filing and Contact Details

Filer

Filer Name
Operating Engineers Public and Miscellaneous
EIN
94-2567865
In Care Of
% ASSOCIATED THIRD PARTY ADMIN
Phone
5104334400
Address
1640 S LOOP RD, ALAMEDA, CA 94502

Signing Officer

Name
Austris Rungis
Title
chairman
Phone
5104334400
Signed
2016-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
russell burns
Formed
1976
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
0
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

Financial Statement Notes

PART X, LINE 2:

“The plan has adopted guidance on accounting for uncertainty in income taxes issued by the financial accounting standards board. The plan administrator believes that the plan has not taken uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. The plan administrator believes the plan is no longer subject to income tax examinations for years prior to 2012.”

PART XII, LINE 4B:

“Change in benefit obligations.”

Raw XML AppendixShowing 400 of 528 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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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0150344
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt09699522
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt07218615
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03847553
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010078975
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO MEMBERS COVERED BY THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE UNION AND EMPLOYERS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt09801994
IRS990/NetAssetsOrFundBalancesEOYAmt09332604
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt099610
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt099610
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-226502
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt044172
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM ADMINISTRATION FEES
IRS990/OtherExpensesGrp/Desc1REIMBURSEMENTS TO OE LOCAL 3
IRS990/OtherExpensesGrp/Desc2ACA TRANSTNAL REINSURANCE FEES
IRS990/OtherExpensesGrp/Desc3MULTI SERVICE PLAN FEES
IRS990/OtherExpensesGrp/TotalAmt0385241
IRS990/OtherExpensesGrp/TotalAmt184104
IRS990/OtherExpensesGrp/TotalAmt285409
IRS990/OtherExpensesGrp/TotalAmt325000
IRS990/OtherLiabilitiesGrp/BOYAmt05562281
IRS990/OtherLiabilitiesGrp/EOYAmt05931627
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0STOP-LOSS REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/Desc1PRESCRIPTION REBATES
IRS990/OtherRevenueMiscGrp/Desc2OTHER RECOVERY REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0221027
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1568979
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt267281
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0221027
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1568979
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt267281
IRS990/OtherRevenueTotalAmt0857287
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0292
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0291
IRS990/PrincipalOfficerNm0russell burns
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1SELF PAY CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt022004091
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1703669
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt022004091
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1703669
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt020485682
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0434
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01373424
IRS990/PYOtherRevenueAmt0413778
IRS990/PYProgramServiceRevenueAmt023222700
IRS990/PYRevenuesLessExpensesAmt01777806
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt021859106
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt023636912
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-242888
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09801994
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09332604
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0651435
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0280879
IRS990ScheduleD/ExpensesSubtotalAmt023777010
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-226502
IRS990ScheduleD/OtherExpensesNotIncludedAmt0280879
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05791929
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt183079
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt256619
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO OTHER TRUSTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO BROKERS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt07218615
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LIMITED LIABILITY COMPANY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-226502
IRS990ScheduleD/RevenueSubtotalAmt023815001
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2012.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B:
IRS990ScheduleD/TotalBookValueSecuritiesAmt07218615
IRS990ScheduleD/TotalExpensesPerForm990Amt024057889
IRS990ScheduleD/TotalLiabilityAmt05931627
IRS990ScheduleD/TotalRevenuePerForm990Amt023815001
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt023588499
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt023777010
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. form 990, part vi, section b - line 11b: THE PLAN'S 990 IS AVAILABLE ON THE TRUSTEE WEBSITE FOR REVIEW PRIOR TO FILING. form 990, part vi, section b - line 12c: THE QUARTERLY BOARD MEETINGS PROVIDE AN OFFICIAL VENUE FOR OFFICERS, DIRECTORS AND TRUSTEES TO DISCLOSE SUCH INTERESTS THAT COULD GIVE RISE TO CONFLICTS. form 990, part vi, section c - line 19: the plan makes its governing documents and financial statements available to pARTICIPANTS upon request. form 990, part vii, section a - line 1a: TRUSTEES ARE NOT COMPENSATED BY THE PLAN. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE IRS BY THE RELATED TAX-EXEMPT ORGANIZATION. FOR ADDITIONAL INFORMATION PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, ASSOCIATED THIRD PARTY ADMINISTRATORS. BELOW IS THE RELATED ORGANIZATION THAT PAID COMPENSATION TO THE TRUSTEES: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL NO. 3; EIN 94-0577785.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A - LINE 8B:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd6N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd7N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd8N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd9N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd10N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd11N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd12N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd13N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd14N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd15N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd16N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd17N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd18N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd19N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd20N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd21N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd22N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd23N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd24N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd25N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd26N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd27N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd28N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd29N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd30N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd31N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd32N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd33N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd34N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd35N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0int'l union of operating engineers lo 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CITY OF ALAMEDA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CITY OF CORNING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3CITY OF LAKEPORT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4CITY OF NEWMAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5CITY OF OAKDALE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6CITY OF PORTOLA

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$15,410,599
Liabilities
$6,077,995
Net assets
$9,332,604
Revenue
$23,815,001
Expenses
$24,057,889
Net income
-$242,888
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.4$3.99$21.4$20.9$16.0$4.87
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.5$6.28$17.2$18.9$17.0$1.89
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.3$3.73$15.6$15.8$14.2$1.61
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.9$7.46$14.5$20.6$22.7$2.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.4$5.89$16.5$19.9$20.2$0.28
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.9$5.24$16.7$20.2$20.2$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$5.75$15.8$20.8$19.3$1.50
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.5$5.07$14.4$22.6$19.2$3.39
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$5.77$10.8$21.7$20.6$1.09
2015Detailed filing. Detailed filing data is available for this year.$15.4$6.08$9.33$23.8$24.1$0.24
2014Detailed filing. Detailed filing data is available for this year.$15.6$5.77$9.80$23.6$21.9$1.78
2013Summary only. Only limited summary data is available for this year.$12.5$4.80$7.68$23.3$23.2$0.12
2012Summary only. Only limited summary data is available for this year.$13.8$4.60$9.22$22.1$21.6$0.52
2011Summary only. Only limited summary data is available for this year.$12.5$4.41$8.06$21.5$19.5$1.98
2010Summary only. Only limited summary data is available for this year.$11.6$5.51$6.08$18.9$18.8$0.04