Civic Intelligence

Operating Engineers Local Union No 3 Vacation and Holiday Pay Plan

990EZ • Fiscal year 2017 • EIN 94-6169594

Apr 01, 2016 to Mar 31, 2017 • Filed on Jan 09, 2018

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

64th percentile

0.00x

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

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

67th percentile

0.00x

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

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Net Margin

19th percentile

-72%

Higher net margin than 19% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Asset Growth

11th percentile

-100%

Faster asset growth than 11% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

14th percentile

-72%

Faster revenue growth than 14% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$15,456

Down $5,048,153 (-100%) from 2016

Net Assets

Down

$15,456

Down $136,453 (-90%) from 2016

Liabilities

Down

$0

Down $4,911,700 (-100%) from 2016

Revenue

Down

$28,904

Down $73,960 (-72%) from 2016

Expenses

Down

$49,698

Down $28,276 (-36%) from 2016

Net Income

Down

-$20,794

Down $45,684 (-184%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$15,456
Liabilities$0
Net Assets$15,456

Operations Trend

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

2017

Revenue$28,904
Expenses$49,698
Net Income-$20,794
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jan 9, 2018
Return Version
2016v3.1
Gross Receipts
$28,904
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

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
2018-01-09
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

PART V, LINE 34:

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

Form 990EZ Part I Line 8

Description:MISCELLANEOUS INCOME Amount:28881

Form 990EZ Part I Line 16

Description:FUND MANAGER Amount:34548

Form 990EZ Part I Line 16

Description:INSURANCE EXPENSES Amount:7444

Form 990EZ Part I Line 16

Description:MISCELLANEOUS EXPENSES Amount:10

Form 990EZ Part I Line 16

Description:BANK CHARGES Amount:1611

Form 990EZ Part I Line 20

Description:TRANSFER OF LIABILITIES FROM HI AND NV Amount:115659

Form 990EZ Part II Line 24

Description:DUE FROM VACATION AND HOLIDAY BOY Amount:EOY Amount:

Form 990EZ Part II Line 24

Description:PAY PLAN - NEVADA BOY Amount:53861 EOY Amount:

Form 990EZ Part II Line 24

Description:DUE FROM VACATION AND HOLIDAY BOY Amount:EOY Amount:

Form 990EZ Part II Line 24

Description:PAY PLAN - HAWAII BOY Amount:658606 EOY Amount:

Form 990EZ Part II Line 24

Description:ADMIN REIMBURSEMENT RECEIVABLE BOY Amount:107721 EOY Amount:5310

Form 990EZ Part II Line 26

Description:SUPPLEMENTAL DUES PAYABLE BOY Amount:1293873 EOY Amount:

Form 990EZ Part II Line 26

Description:CONTRIBUTIONS TO BE TRANSFERRED BOY Amount:3611680 EOY Amount:

Raw XML Appendix128 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/AddressChangeInd0X
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/BOYAmt04239798
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07345
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0true
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-20794
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06055
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05063609
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015456
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt028904
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt023
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0151909
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015456
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0151909
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015456
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/BOYAmt0823811
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08111
IRS990EZ/OtherChangesInNetAssetsAmt0-115659
IRS990EZ/OtherExpensesTotalAmt043613
IRS990EZ/OtherRevenueTotalAmt028881
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/PrintingPublicationsPostageAmt030
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/BOYAmt04911700
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt049698
IRS990EZ/TotalRevenueAmt028904
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DURING THE PLAN YEAR THERE WAS A RESOLUTION TO TERMINATE THIS PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:MISCELLANEOUS INCOME Amount:28881
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:FUND MANAGER Amount:34548
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:INSURANCE EXPENSES Amount:7444
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:MISCELLANEOUS EXPENSES Amount:10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:BANK CHARGES Amount:1611
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:TRANSFER OF LIABILITIES FROM HI AND NV Amount:115659
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:DUE FROM VACATION AND HOLIDAY BOY Amount:EOY Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:PAY PLAN - NEVADA BOY Amount:53861 EOY Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:DUE FROM VACATION AND HOLIDAY BOY Amount:EOY Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:PAY PLAN - HAWAII BOY Amount:658606 EOY Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:ADMIN REIMBURSEMENT RECEIVABLE BOY Amount:107721 EOY Amount:5310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:SUPPLEMENTAL DUES PAYABLE BOY Amount:1293873 EOY Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Description:CONTRIBUTIONS TO BE TRANSFERRED BOY Amount:3611680 EOY Amount:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 34:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990EZ PART I LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990EZ PART II LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13FORM 990EZ PART II LINE 26
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG TRENTO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05106718800
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-09
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/AtSubmissionCreationDeviceId04D79D9E9B8AAE1924416277B81DD916FE19843DE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08C6E67AC980B7473522F3092D30D7F22078FCE35
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId095416620180115000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-01-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.1.171.253
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/ZIPCd094111
ReturnHeader/PreparerPersonGrp/PhoneNum04159563600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Catherine Gardner
ReturnHeader/ReturnTs02018-01-11T11:45:27-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-04-01
ReturnHeader/TaxPeriodEndDt02017-03-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings