Civic Intelligence

Operating Engineers Local Union No 3 Scholarship Foundation

990 • Fiscal year 2023 • EIN 94-3365632

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 08, 2024

Organization ProfileN/A
3000 Clayton RoadConcord, CA 94519

(510) 748-7400

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

84th percentile

51%

Faster revenue growth than 84% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$3,988,603

Up $418,524 (+12%) from 2022

Net Assets

Up

$3,988,603

Up $418,524 (+12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin89th percentile

Revenue

Up

$606,632

Up $204,209 (+51%) from 2022

Expenses

Up

$324,819

Up $189,781 (+141%) from 2022

Net Income

Up

$281,813

Up $14,428 (+5.4%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,163,417Liabilities 2011: $0Net Assets 2011: $1,163,4172011Assets 2012: $1,352,858Liabilities 2012: $0Net Assets 2012: $1,352,8582012Assets 2013: $1,596,903Liabilities 2013: $0Net Assets 2013: $1,596,9032013Assets 2014: $1,983,883Liabilities 2014: $0Net Assets 2014: $1,983,8832014Assets 2015: $2,025,278Liabilities 2015: $0Net Assets 2015: $2,025,2782015Assets 2016: $2,238,669Liabilities 2016: $0Net Assets 2016: $2,238,6692016Assets 2017: $2,665,565Liabilities 2017: $0Net Assets 2017: $2,665,5652017Assets 2018: $2,524,268Liabilities 2018: $0Net Assets 2018: $2,524,2682018Assets 2019: $3,122,974Liabilities 2019: $0Net Assets 2019: $3,122,9742019Assets 2020: $3,423,727Liabilities 2020: $0Net Assets 2020: $3,423,7272020Assets 2021: $3,796,550Liabilities 2021: $0Net Assets 2021: $3,796,5502021Assets 2022: $3,570,079Liabilities 2022: $0Net Assets 2022: $3,570,0792022Assets 2023: $3,988,603Liabilities 2023: $0Net Assets 2023: $3,988,6032023Assets 2024: $4,252,578Liabilities 2024: $0Net Assets 2024: $4,252,5782024

Highlighted filing

2023

Assets$3,988,603
Liabilities$0
Net Assets$3,988,603
Open 2023 Filing

Operations Trend

Revenue Growth84th percentile

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

$800K$600K$400K$200K$0Revenue 2011: $184,220Expenses 2011: $45,808Net Income 2011: $138,4122011Revenue 2012: $155,815Expenses 2012: $69,955Net Income 2012: $85,8602012Revenue 2013: $186,709Expenses 2013: $80,740Net Income 2013: $105,9692013Revenue 2014: $464,823Expenses 2014: $77,843Net Income 2014: $386,9802014Revenue 2015: $257,676Expenses 2015: $97,213Net Income 2015: $160,4632015Revenue 2016: $227,694Expenses 2016: $95,322Net Income 2016: $132,3722016Revenue 2017: $220,123Expenses 2017: $89,320Net Income 2017: $130,8032017Revenue 2018: $411,319Expenses 2018: $121,721Net Income 2018: $289,5982018Revenue 2019: $640,372Expenses 2019: $159,855Net Income 2019: $480,5172019Revenue 2020: $412,390Expenses 2020: $111,637Net Income 2020: $300,7532020Revenue 2021: $521,855Expenses 2021: $145,819Net Income 2021: $376,0362021Revenue 2022: $402,423Expenses 2022: $135,038Net Income 2022: $267,3852022Revenue 2023: $606,632Expenses 2023: $324,819Net Income 2023: $281,8132023Revenue 2024: $530,383Expenses 2024: $192,704Net Income 2024: $337,6792024

Highlighted filing

2023

Revenue$606,632
Expenses$324,819
Net Income$281,813
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$4,213,852
Mission and Program Overview

Mission

To provide scholarships to sons and daughters of members of operating engineers local union no. 3.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,984,054$3,269,424▲ $285,370
Savings and Temporary Cash Investments$520,579$682,231▲ $161,652
Cash and Non-Interest-Bearing Accounts$65,446$36,948▼ $28,498
Total Assets$3,570,079$3,988,603▲ $418,524
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,570,079$3,988,603▲ $418,524
Total Net Assets Fund Balance$3,570,079$3,988,603▲ $418,524
Total Liabilities and Net Assets / Fund Balance$3,570,079$3,988,603▲ $418,524
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Steve IngersollPresident
Jeff HamptonVice President
Mike DonohueVice President-former
Greg TrentoDirector
Kenneth AbsalomDirector
Roger ChavarinDirector
Bruce NoelSecretary
Dave HarrisonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$439,721
Program Service Revenue
$0
Investment Income
$166,699
Other Revenue
$212
All Other Contributions
$251,098
Change in Net Assets
$281,813
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$295,500
Other Expenses$29,319
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$295,500--$295,500
Fees for Services Accounting-$10,750-$10,750
Fees for Service Investment Mgmnt Fees-$9,863-$9,863
Fees for Services Other-$2,782-$2,782
Insurance-$1,968-$1,968
Office Expenses-$1,060-$1,060
Other Expenses-$209-$209
Total Functional Expenses$295,500$29,319$0$324,819
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$109,727
Fundraising Gross Income$109,727
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$298,350$109,727$55,320$54,407
Total Events$298,350$109,727$109,727$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
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 foundation board has no committees.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is provided to all board members before filing.”

Form 990, Part VI, Section B, Line 12C

“Board members have the duty to disclose any actual or potential conflicts of interest. Conflicts of interest are discussed during board meetings.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Operating Engineers Local No 3
EIN
94-3365632
Phone
5107487400
Address
3000 CLAYTON ROAD, CONCORD, CA 94519

Signing Officer

Name
Dave Harrison
Title
Treasurer
Phone
5107487400
Signed
2024-11-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Harrison
Formed
2000
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
13

Preparer

Firm
Eide Bailly Llp
Address
10681 FOOTHILL BLVD STE 300, RANCHO CUCAMONGA, CA 91730-3831
Preparer
Catherine L Gray CPA
Phone
9094664410
Raw XML AppendixShowing 400 of 415 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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IRS990ScheduleA/OtherIncome509Grp/TotalAmt02722
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94310
IRS990ScheduleA/PublicSupportPY509Pct00.90250
IRS990ScheduleA/PublicSupportTotal509Amt01772273
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt04013
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt02820
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt0746
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt07579
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0439721
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0306164
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0299927
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0248209
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0485831
IRS990ScheduleA/Total509Grp/TotalAmt01779852
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0448110
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0308382
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0302847
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0250445
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0569515
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01879299
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0188623
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0188623
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0109727
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt022145
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt022145
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0298350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0298350
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0109727
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0109727
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt022429
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt022429
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt055320
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt055320
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt09833
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt09833
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0295500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ACADEMIC SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0213
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION BOARD HAS NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS HAVE THE DUTY TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. CONFLICTS OF INTEREST ARE DISCUSSED DURING BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03570079
IRS990/TotalAssetsEOYAmt03988603
IRS990/TotalAssetsGrp/BOYAmt03570079
IRS990/TotalAssetsGrp/EOYAmt03988603
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0439721
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029319
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0295500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0324819
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03570079
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03988603
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0295500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0166699
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0212
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0606632
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt013
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03570079
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03988603
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03000 CLAYTON ROAD
IRS990/USAddress/CityNm0CONCORD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094519
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVE HARRISON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05107487400
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPERATING ENGINEERS LOCAL NO 3
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0943365632
ReturnHeader/Filer/PhoneNum05107487400
ReturnHeader/Filer/USAddress/AddressLine1Txt03000 CLAYTON ROAD
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094519

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,988,603
Liabilities
$0
Net assets
$3,988,603
Revenue
$606,632
Expenses
$324,819
Net income
$281,813
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.25$0.00$4.25$0.53$0.19$0.34
2023Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.61$0.32$0.28
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.57$0.00$3.57$0.40$0.14$0.27
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$0.00$3.80$0.52$0.15$0.38
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.00$3.42$0.41$0.11$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$0.64$0.16$0.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.00$2.52$0.41$0.12$0.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.67$0.00$2.67$0.22$0.09$0.13
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$0.23$0.10$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.26$0.10$0.16
2014Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.46$0.08$0.39
2013Summary only. Only limited summary data is available for this year.$1.60$0.00$1.60$0.19$0.08$0.11
2012Summary only. Only limited summary data is available for this year.$1.35$0.00$1.35$0.16$0.07$0.09
2011Summary only. Only limited summary data is available for this year.$1.16$0.00$1.16$0.18$0.05$0.14