Civic Intelligence

Operating Engineers Public and Miscellaneous Employees Health and Welfare Trust Fund

990 • Fiscal year 2016 • EIN 94-2567865

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 09, 2017

Organization ProfileN/A

View Organization Page

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

80th percentile

0.35x

Higher debt load relative to assets than 80% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

81st percentile

0.27x

Higher debt load relative to revenue than 81% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Net Margin

57th percentile

5.0%

Higher net margin than 57% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Asset Growth

61st percentile

7.6%

Faster asset growth than 61% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

15th percentile

-8.7%

Faster revenue growth than 15% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$16,574,144

Up $1,163,545 (+7.6%) from 2015

Net Assets

Up

$10,806,456

Up $1,473,852 (+16%) from 2015

Liabilities

Down

$5,767,688

Down $310,307 (-5.1%) from 2015

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin57th percentile

Revenue

Down

$21,732,308

Down $2,082,693 (-8.7%) from 2015

Expenses

Down

$20,641,732

Down $3,416,157 (-14%) from 2015

Net Income

Up

$1,090,576

Up $1,333,464 (+549%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth61st 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

2016

Assets$16,574,144
Liabilities$5,767,688
Net Assets$10,806,456
Open 2016 Filing

Operations Trend

Revenue Growth15th 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

2016

Revenue$21,732,308
Expenses$20,641,732
Net Income$1,090,576
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 9, 2017
Return Version
2016v3.1
Gross Receipts
$26,569,417
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$9,332,604$10,806,456▲ $1,473,852
Investments Other Securities$7,218,615$7,361,717▲ $143,102
Investments in Publicly Traded Securities$3,847,553$4,098,512▲ $250,959
Cash and Non-Interest-Bearing Accounts$1,442,924$2,962,536▲ $1,519,612
Accounts Receivable$2,249,781$1,619,012▼ $630,769
Savings and Temporary Cash Investments$651,435$532,367▼ $119,068
Prepaid Expenses and Deferred Charges$291$0▼ $291
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$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$15,410,599$16,574,144▲ $1,163,545
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$5,931,627$5,674,269▼ $257,358
Accounts Payable and Accrued Expenses$146,368$93,419▼ $52,949
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$6,077,995$5,767,688▼ $310,307
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,332,604$10,806,456▲ $1,473,852
Total Liabilities and Net Assets / Fund Balance$15,410,599$16,574,144▲ $1,163,545

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$7,361,717--
Compensation and Service Providers
Top Officer Pay41st percentile

Board Members and Trustees

NameTitle
Austris RungisCo-chairman
Russell BurnsCo-chairman
Rick DavisDirector
Jim BackmanTrustee
John GouveiaTrustee
Steve IngersollTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Associated Third Party Administratocontract admin.1640 S LOOP RD, Alameda, CA 94502$412,650
Anthem Blue Crossmedical admin. fees120 MONUMENT CIR, Indianapolis, IN 46204$168,134
Delta Dentaldental admin. fees100 FIRST St, San Francisco, CA 94105$117,423
the segal companyconsulting fees100 montgomery st ste 500, San Francisco, CA 94104$103,103
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$20,951,069
Investment Income
$98,351
Other Revenue
$682,888
Change in Net Assets
$1,090,576

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,732,308
Revenue Not Reported on Form 990
$383,276
Total Revenue per Audited Statements
$22,115,584
Total Revenue per Form 990
$21,732,308
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,189,230
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---$19,452,502
Fees for Services Management---$445,669
Fees for Services Other---$162,463
Fees for Service Investment Mgmnt Fees---$37,009
Insurance---$31,336
Fees for Services Accounting---$27,733
Office Expenses---$21,381
Fees for Services Legal---$20,039
Conferences and Meetings---$15,764
Other Expenses---$8,746
All Other Expenses---$1,006
Total Functional Expenses$0$0$0$20,641,732

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$20,866,765
Total Expenses per Audited Statements$20,866,765
Total Expenses per Form 990$20,641,732
Expenses Not Reported on Financial Statements$-225,033
Other Expense Adjustments$-225,033
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
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$5,566,896
Due to Other Trusts$107,373
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, ZENITH AMERICAN SOLUTIONS. 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
% ZENITH AMERICAN SOLUTIONS
Phone
5106718800
Address
1600 HARBOR BAY PKWY STE 200, ALAMEDA, CA 94502

Signing Officer

Name
Austris Rungis
Title
Co-chairman
Phone
5104334400
Signed
2017-10-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russell Burns
Formed
1976
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
3
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:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XII, LINE 4B:

“Change in benefit obligations.”

Raw XML AppendixShowing 400 of 536 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/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03847553
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IRS990/IRPDocumentCnt03
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OfficeExpensesGrp/TotalAmt021381
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/Desc3PCORI FEES
IRS990/OtherExpensesGrp/TotalAmt0319774
IRS990/OtherExpensesGrp/TotalAmt145786
IRS990/OtherExpensesGrp/TotalAmt252524
IRS990/OtherExpensesGrp/TotalAmt38746
IRS990/OtherLiabilitiesGrp/BOYAmt05931627
IRS990/OtherLiabilitiesGrp/EOYAmt05674269
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0STOP-LOSS REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/Desc1PRESCRIPTION REBATES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt091903
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1590985
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt091903
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1590985
IRS990/OtherRevenueTotalAmt0682888
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0RUSSELL BURNS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1SELF PAY CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt020314424
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1636645
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt020314424
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1636645
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt022589983
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0249954
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01467906
IRS990/PYOtherRevenueAmt0857287
IRS990/PYProgramServiceRevenueAmt022707760
IRS990/PYRevenuesLessExpensesAmt0-242888
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt024057889
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt023815001
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01090576
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/BOYAmt09332604
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt010806456
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0651435
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0532367
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-225033
IRS990ScheduleD/ExpensesSubtotalAmt020866765
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0383276
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-225033
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05566896
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1107373
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO OTHER TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt07361717
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LIMITED LIABILITY COMPANY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0383276
IRS990ScheduleD/RevenueSubtotalAmt021732308
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B:
IRS990ScheduleD/TotalBookValueSecuritiesAmt07361717
IRS990ScheduleD/TotalExpensesPerForm990Amt020641732
IRS990ScheduleD/TotalLiabilityAmt05674269
IRS990ScheduleD/TotalRevenuePerForm990Amt021732308
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt022115584
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt020866765
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, ZENITH AMERICAN SOLUTIONS. 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
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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
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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

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Filings

Displayed year

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

Open filing
Assets
$16,574,144
Liabilities
$5,767,688
Net assets
$10,806,456
Revenue
$21,732,308
Expenses
$20,641,732
Net income
$1,090,576
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
2016Detailed filing. Detailed filing data is available for this year.$16.6$5.77$10.8$21.7$20.6$1.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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