Civic Intelligence

Operating Engineers Local Union No 3 Vacation and Holiday Pay Plan

990EZ • Fiscal year 2018 • EIN 94-6169594

Apr 01, 2017 to Mar 31, 2018 • Filed on Dec 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

98th percentile

1.00x

Higher debt load relative to assets than 98% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

100th percentile

583.40x

Higher debt load relative to revenue than 100% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Net Margin

2nd percentile

-57048%

Higher net margin than 2% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

Asset Growth

100th percentile

2901%

Faster asset growth than 100% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-97%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets98th percentile

Assets

Up

$463,802

Up $448,346 (+2901%) from 2017

Net Assets

Down

$0

Down $15,456 (-100%) from 2017

Liabilities

Up

$463,802

Up $463,802 from 2017

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin2nd percentile

Revenue

Down

$795

Down $28,109 (-97%) from 2017

Expenses

Up

$454,323

Up $404,625 (+814%) from 2017

Net Income

Down

-$453,528

Down $432,734 (-2081%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth100th percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $3,974,653Liabilities 2015: $3,847,634Net Assets 2015: $127,0192015Assets 2016: $5,063,609Liabilities 2016: $4,911,700Net Assets 2016: $151,9092016Assets 2017: $15,456Liabilities 2017: $0Net Assets 2017: $15,4562017Assets 2018: $463,802Liabilities 2018: $463,802Net Assets 2018: $02018

Highlighted filing

2018

Assets$463,802
Liabilities$463,802
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth8th percentile

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

$500K$0-$500KRevenue 2015: $273,028Expenses 2015: $99,358Net Income 2015: $173,6702015Revenue 2016: $102,864Expenses 2016: $77,974Net Income 2016: $24,8902016Revenue 2017: $28,904Expenses 2017: $49,698Net Income 2017: -$20,7942017Revenue 2018: $795Expenses 2018: $454,323Net Income 2018: -$453,5282018

Highlighted filing

2018

Revenue$795
Expenses$454,323
Net Income-$453,528
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Dec 10, 2018
Return Version
2017v2.3
Gross Receipts
$795
Mission and Program Overview

Mission

To provide vacation benefit payments to operating engineers in northern california and utah covered by the collective bargaining agreement between the union and employers.

Program Services

DescriptionGrantsExpenses
to provide vacation benefit payments to operating engineers in northern california and utah covered by the collective bargaining agreement between the union and employers.--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREG TRENTOTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Operating Engineers Local Union No 3
EIN
94-6169594
In Care Of
% ZENITH AMERICAN SOLUTIONS
Phone
5106718800
Address
1600 HARBOR BAY PKWY STE 200, ALAMEDA, CA 94502

Signing Officer

Name
Greg Trento
Title
trustee
Phone
5106718800
Signed
2018-12-10
Discuss with paid preparer
Yes

Preparer

Firm
Miller Kaplan Arase Llp
Address
TWO EMBARCADERO CTR STE 2280, SAN FRANCISCO, CA 94111-3916
Preparer
Catherine Gardner
Phone
4159563600
Supplemental Narrative

Additional Explanations

PART V, LINE 34:

“During the prior plan year there was a resolution to terminate this plan.”

Form 990EZ Part I Line 16

“Description:WRITE OFF OF RECEIVABLES Amount:450638”

Form 990EZ Part I Line 20

“Description:TRF OF ASSETS FROM HI AND NV OLD VAC Amount:438072”

Form 990EZ Part II Line 26

“Description:ASSETS TRANSFER TO NEW VACATION PLAN BOY Amount:EOY Amount:463802”

Raw XML Appendix106 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ZENITH AMERICAN SOLUTIONS
IRS990EZ/BooksInCareOfDetail/PhoneNum05106718800
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01600 HARBOR BAY PKWY STE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALAMEDA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0945023035
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07345
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0463802
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0true
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-453528
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03685
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt015456
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0463802
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0795
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0795
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015456
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015456
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GREG TRENTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08111
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0438072
IRS990EZ/OtherExpensesTotalAmt0450638
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE VACATION BENEFIT PAYMENTS TO OPERATING ENGINEERS IN NORTHERN CALIFORNIA AND UTAH COVERED BY THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE UNION AND EMPLOYERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0to provide vacation benefit payments to operating engineers in northern california and utah covered by the collective bargaining agreement between the union and employers.
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0463802
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0454323
IRS990EZ/TotalRevenueAmt0795
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DURING THE PRIOR PLAN YEAR THERE WAS A RESOLUTION TO TERMINATE THIS PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:WRITE OFF OF RECEIVABLES Amount:450638
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:TRF OF ASSETS FROM HI AND NV OLD VAC Amount:438072
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:ASSETS TRANSFER TO NEW VACATION PLAN BOY Amount:EOY Amount:463802
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 34:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART II LINE 26
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG TRENTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05106718800
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPERATING ENGINEERS LOCAL UNION NO 3
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VACATION AND HOLIDAY PAY PLAN
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0946169594
ReturnHeader/Filer/InCareOfNm0% ZENITH AMERICAN SOLUTIONS
ReturnHeader/Filer/PhoneNum05106718800
ReturnHeader/Filer/USAddress/AddressLine1Txt01600 HARBOR BAY PKWY STE 200
ReturnHeader/Filer/USAddress/CityNm0ALAMEDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094502
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01D553F0CC161CAB4950D5232994D4871B352D586
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01D553F0CC161CAB4950D5232994D4871B352D586
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId095416620183445000002
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-12-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.244.147.122
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER KAPLAN ARASE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0TWO EMBARCADERO CTR STE 2280
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0941113916
ReturnHeader/PreparerPersonGrp/PhoneNum04159563600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Catherine Gardner
ReturnHeader/ReturnTs02018-12-10T19:16:22-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-04-01
ReturnHeader/TaxPeriodEndDt02018-03-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$463,802
Liabilities
$463,802
Net assets
$0
Revenue
$795
Expenses
$454,323
Net income
-$453,528
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.46$0.46$0.00$0.00$0.45$0.45
2017Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.03$0.05$0.02
2016Detailed filing. Detailed filing data is available for this year.$5.06$4.91$0.15$0.10$0.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.97$3.85$0.13$0.27$0.10$0.17