Civic Intelligence

Operating Engineers Public and Miscellaneous Employees Health and Welfare Trust Fund

990 • Fiscal year 2017 • EIN 94-2567865

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 10, 2018

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

75th percentile

0.26x

Higher debt load relative to assets than 75% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.22x

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

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Net Margin

74th percentile

15%

Higher net margin than 74% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

42nd percentile

4.1%

Faster revenue growth than 42% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets75th percentile

Assets

Up

$19,474,904

Up $2,900,760 (+18%) from 2016

Net Assets

Up

$14,407,306

Up $3,600,850 (+33%) from 2016

Liabilities

Down

$5,067,598

Down $700,090 (-12%) from 2016

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin74th percentile

Revenue

Up

$22,627,173

Up $894,865 (+4.1%) from 2016

Expenses

Down

$19,232,247

Down $1,409,485 (-6.8%) from 2016

Net Income

Up

$3,394,926

Up $2,304,350 (+211%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2017

Assets$19,474,904
Liabilities$5,067,598
Net Assets$14,407,306
Open 2017 Filing

Operations Trend

Revenue Growth42nd 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

2017

Revenue$22,627,173
Expenses$19,232,247
Net Income$3,394,926
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 10, 2018
Return Version
2017v2.3
Gross Receipts
$29,616,234
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$10,806,456$14,407,306▲ $3,600,850
Investments Other Securities$7,361,717$8,752,884▲ $1,391,167
Investments in Publicly Traded Securities$4,098,512$4,523,605▲ $425,093
Accounts Receivable$1,619,012$4,402,884▲ $2,783,872
Cash and Non-Interest-Bearing Accounts$2,962,536$1,124,447▼ $1,838,089
Savings and Temporary Cash Investments$532,367$667,652▲ $135,285
Prepaid Expenses and Deferred Charges$0$3,432▲ $3,432
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$16,574,144$19,474,904▲ $2,900,760
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$5,674,269$4,952,383▼ $721,886
Accounts Payable and Accrued Expenses$93,419$115,215▲ $21,796
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$5,767,688$5,067,598▼ $700,090
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,806,456$14,407,306▲ $3,600,850
Total Liabilities and Net Assets / Fund Balance$16,574,144$19,474,904▲ $2,900,760

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$8,752,884--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Austris RungisCo-chairman
Russell BurnsCo-chairman
Tim NeepDirector
Jim BackmanTrustee
John GouveiaTrustee
Steve IngersollTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith American Solutionscontract admin.1600 HARBOR BAY PKWY STE 200, Alameda, CA 94502$418,534
Anthem Blue Crossmedical admin. fees120 MONUMENT CIR, Indianapolis, IN 46204$200,461
Delta Dentaldental admin. fees100 FIRST St, San Francisco, CA 94105$136,646
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$21,495,679
Investment Income
$168,646
Other Revenue
$962,848
Change in Net Assets
$3,394,926

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,627,173
Revenue Not Reported on Form 990
$205,924
Total Revenue per Audited Statements
$22,833,097
Total Revenue per Form 990
$22,627,173
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,208,605
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---$18,023,642
Fees for Services Management---$418,534
Fees for Services Other---$155,142
Office Expenses---$64,238
Fees for Service Investment Mgmnt Fees---$54,392
Fees for Services Accounting---$43,943
Insurance---$30,749
Conferences and Meetings---$20,699
Fees for Services Legal---$16,689
Other Expenses---$3,286
Total Functional Expenses$0$0$0$19,232,247

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$20,018,907
Total Expenses per Audited Statements$20,018,907
Total Expenses per Form 990$19,232,247
Expenses Not Reported on Financial Statements$-786,660
Other Expense Adjustments$-786,660
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$4,780,236
Due to Other Trusts$107,824
Deferred Contributions$59,213
Due to Brokers$5,110
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
2018-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russell Burns
Formed
1976
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
TWO EMBARCADERO CTR STE 2280, SAN FRANCISCO, CA 94111-3916
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/InvestmentsOtherSecuritiesGrp/EOYAmt08752884
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04098512
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04523605
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IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06989061
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/NetAssetsOrFundBalancesBOYAmt010806456
IRS990/NetAssetsOrFundBalancesEOYAmt014407306
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-64884
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-64884
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0205924
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt064238
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/Desc2PCORI FEES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt0369541
IRS990/OtherExpensesGrp/TotalAmt126818
IRS990/OtherExpensesGrp/TotalAmt24574
IRS990/OtherExpensesGrp/TotalAmt33286
IRS990/OtherLiabilitiesGrp/BOYAmt05674269
IRS990/OtherLiabilitiesGrp/EOYAmt04952383
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0STOP-LOSS REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/Desc1PRESCRIPTION REBATES
IRS990/OtherRevenueMiscGrp/Desc2OTHER REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt082169
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1845249
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt235430
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt082169
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1845249
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt235430
IRS990/OtherRevenueTotalAmt0962848
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/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03432
IRS990/PrincipalOfficerNm0RUSSELL BURNS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1SELF PAY CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt020796632
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1699047
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt020796632
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1699047
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt019452502
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt098351
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01189230
IRS990/PYOtherRevenueAmt0682888
IRS990/PYProgramServiceRevenueAmt020951069
IRS990/PYRevenuesLessExpensesAmt01090576
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt020641732
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt021732308
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt03394926
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/BOYAmt010806456
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt014407306
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0532367
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0667652
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-786660
IRS990ScheduleD/ExpensesSubtotalAmt020018907
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0205924
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-786660
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04780236
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1107824
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt25110
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt359213
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO OTHER TRUSTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO BROKERS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3DEFERRED CONTRIBUTIONS
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt08752884
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LIMITED LIABILITY COMPANY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0205924
IRS990ScheduleD/RevenueSubtotalAmt022627173
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/TotalBookValueSecuritiesAmt08752884
IRS990ScheduleD/TotalExpensesPerForm990Amt019232247
IRS990ScheduleD/TotalLiabilityAmt04952383
IRS990ScheduleD/TotalRevenuePerForm990Amt022627173
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt022833097
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt020018907
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
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

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,474,904
Liabilities
$5,067,598
Net assets
$14,407,306
Revenue
$22,627,173
Expenses
$19,232,247
Net income
$3,394,926
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
2017Detailed filing. Detailed filing data is available for this year.$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
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