Civic Intelligence

Operating Engineers Business Development Trust Fund

990 • Fiscal year 2019 • EIN 94-6676286

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 13, 2020

Organization Profilen/a
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

96th percentile

0.56x

Higher debt load relative to assets than 96% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

0.31x

Higher debt load relative to revenue than 88% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Net Margin

23rd percentile

-0.9%

Higher net margin than 23% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

17th percentile

$0

Higher top officer pay than 17% of similar nonprofits.

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

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Asset Growth

8th percentile

-9.1%

Faster asset growth than 8% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

29th percentile

-2.7%

Faster revenue growth than 29% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$667,908

Down $67,190 (-9.1%) from 2018

Net Assets

Up

$295,371

Up $4,642 (+1.6%) from 2018

Liabilities

Down

$372,537

Down $71,832 (-16%) from 2018

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin23rd percentile

Revenue

Down

$1,188,749

Down $32,505 (-2.7%) from 2018

Expenses

Up

$1,199,624

Up $5,515 (+0.5%) from 2018

Net Income

Down

-$10,875

Down $38,020 (-140%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $848,036Liabilities 2010: $23,387Net Assets 2010: $824,6492010Assets 2011: $885,110Liabilities 2011: $29,231Net Assets 2011: $855,8792011Assets 2012: $1,044,937Liabilities 2012: $23,154Net Assets 2012: $1,021,7832012Assets 2013: $1,193,309Liabilities 2013: $51,519Net Assets 2013: $1,141,7902013Assets 2014: $1,003,156Liabilities 2014: $32,076Net Assets 2014: $971,0802014Assets 2015: $1,028,542Liabilities 2015: $51,360Net Assets 2015: $977,1822015Assets 2016: $666,780Liabilities 2016: $278,533Net Assets 2016: $388,2472016Assets 2017: $884,695Liabilities 2017: $571,448Net Assets 2017: $313,2472017Assets 2018: $735,098Liabilities 2018: $444,369Net Assets 2018: $290,7292018Assets 2019: $667,908Liabilities 2019: $372,537Net Assets 2019: $295,3712019Assets 2020: $874,770Liabilities 2020: $578,182Net Assets 2020: $296,5882020Assets 2021: $655,213Liabilities 2021: $357,923Net Assets 2021: $297,2902021Assets 2022: $651,735Liabilities 2022: $355,286Net Assets 2022: $296,4492022Assets 2023: $763,932Liabilities 2023: $459,709Net Assets 2023: $304,2232023Assets 2024: $761,289Liabilities 2024: $446,516Net Assets 2024: $314,7732024

Highlighted filing

2019

Assets$667,908
Liabilities$372,537
Net Assets$295,371
Open 2019 Filing

Operations Trend

Revenue Growth29th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2010: $803,504Expenses 2010: $718,650Net Income 2010: $84,8542010Revenue 2011: $812,564Expenses 2011: $787,225Net Income 2011: $25,3392011Revenue 2012: $892,139Expenses 2012: $754,467Net Income 2012: $137,6722012Revenue 2013: $899,719Expenses 2013: $819,028Net Income 2013: $80,6912013Revenue 2014: $874,400Expenses 2014: $1,064,124Net Income 2014: -$189,7242014Revenue 2015: $935,347Expenses 2015: $920,103Net Income 2015: $15,2442015Revenue 2016: $949,765Expenses 2016: $1,547,430Net Income 2016: -$597,6652016Revenue 2017: $1,129,082Expenses 2017: $1,231,290Net Income 2017: -$102,2082017Revenue 2018: $1,221,254Expenses 2018: $1,194,109Net Income 2018: $27,1452018Revenue 2019: $1,188,749Expenses 2019: $1,199,624Net Income 2019: -$10,8752019Revenue 2020: $1,276,276Expenses 2020: $1,275,059Net Income 2020: $1,2172020Revenue 2021: $1,438,350Expenses 2021: $1,437,648Net Income 2021: $7022021Revenue 2022: $1,486,074Expenses 2022: $1,486,915Net Income 2022: -$8412022Revenue 2023: $1,627,982Expenses 2023: $1,620,208Net Income 2023: $7,7742023Revenue 2024: $1,783,801Expenses 2024: $1,773,251Net Income 2024: $10,5502024

Highlighted filing

2019

Revenue$1,188,749
Expenses$1,199,624
Net Income-$10,875
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 13, 2020
Return Version
2019v5.1
Gross Receipts
$1,188,749
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$290,729$295,371▲ $4,642
Investments in Publicly Traded Securities$245,358$282,078▲ $36,720
Accounts Receivable$206,464$222,760▲ $16,296
Savings and Temporary Cash Investments$283,276$162,779▼ $120,497
Prepaid Expenses and Deferred Charges$0$291▲ $291
Cash and Non-Interest-Bearing Accounts$0$0→ $0
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 Other Securities$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$735,098$667,908▼ $67,190
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$444,369$372,537▼ $71,832
Accounts Payable and Accrued Expenses$0$0→ $0
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$444,369$372,537▼ $71,832
Net Assets / Fund Balance
Total Net Assets Fund Balance$290,729$295,371▲ $4,642
Total Liabilities and Net Assets / Fund Balance$735,098$667,908▼ $67,190
Compensation and Service Providers
Top Officer Pay17th percentile

Board Members and Trustees

NameTitle
Dan RedingTrustee
Dave HarrisonTrustee
Frank WilliamsTrustee
Rich GatesTrustee
Steve ClarkTrustee
Steve IngersollTrustee
Russell BurnsTRUSTEE (former)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,162,582
Investment Income
$21,203
Other Revenue
$4,964
Change in Net Assets
$-10,875

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,188,749
Revenue Not Reported on Form 990
$15,517
Total Revenue per Audited Statements
$1,204,266
Total Revenue per Form 990
$1,188,749
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,180,115
Other Expenses$19,509
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$1,180,115
Fees for Services Accounting---$8,500
Fees for Services Management---$8,219
Insurance---$2,768
Other Expenses---$22
Total Functional Expenses$0$0$0$1,199,624

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,199,624
Total Expenses per Audited Statements$1,199,624
Total Expenses per Form 990$1,199,624
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Alliance for JobsSacramento, CA501(c)(6)IND. STABiLIZation$1,076,038
Construction Industry Force AccountMartinez, CA501(c)(6)IND. STABiLIZation$104,077
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
Due to Cal Alliance Jobs$340,270
Due to Cifac$32,267
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Operating Engineers Business Development
EIN
94-6676286
In Care Of
% ZENITH AMERICAN SOLUTIONS
Phone
5106718800
Address
1600 HARBOR BAY PKWY STE 200, ALAMEDA, CA 94502

Signing Officer

Name
Steve Ingersoll
Title
Trustee
Phone
5106718800
Signed
2020-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Reding
Formed
1994
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
275 BATTERY ST STE 1800, SAN FRANCISCO, CA 94111
Preparer
Catherine Gardner
Phone
4154029600
Supplemental Narrative

Additional Explanations

PART I, LINE 1 AND PART III, LINES 1 AND 4A:

“The trust was created to act as an industry-wide labor-management cooperation committee to encourage, support and operate joint labor-management activities designed to improve labor-management relationships, job security, competitiveness, productivity, organizational effectiveness and economic development. Part vi, section a - line 1a: the labor trustees and the management trustees are the two segments of the governing body. Each member of the governing body has the power to vote on all matters. However, the votes within each segment are accumulated and a unit vote is determined based on the majority of votes within each segment. Part vi, section a - line 8b: the trust has no committees with authority to act on behalf of the governing body. Part vi, section b - line 11a: the trust's 990 is available on the trustee website for review prior to filing. Part vi, section b - lines 12c, 13 and 14: the trustees have officially adopted a conflict of interest, document retention and whistleblower policy. The quarterly board meetings provide an official venue where trustees or individuals subject to the conflict of interest policy can disclose any relationships or interests that could give rise to conflict. Part vi, section c - line 19: the trust makes its governing documents and financial statements available to participants upon request.”

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 trust and recognize a tax liability if the trust has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the trust and recognize a tax liability if the trust has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CONSTRUCTION INDUSTRY FORCE ACCOUNT
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1837 ARNOLD DR STE 3200
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SACRAMENTO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MARTINEZ
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE TRUST PROVIDES FUNDS TO THE CALIFORNIA ALLIANCE FOR JOBS AND THE CONSTRUCTION INDUSTRY FORCE ACCOUNT TO ENHANCE AND DEVELOP UNIONIZED CONSTRUCTION WORK IN NORTHERN CALIFORNIA. FUNDS ARE REMITTED AT THE DIRECTION OF THE BOARD OF TRUSTEES.
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IRS990ScheduleI/TotalOtherOrgCnt02
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST WAS CREATED TO ACT AS AN INDUSTRY-WIDE LABOR-MANAGEMENT COOPERATION COMMITTEE TO ENCOURAGE, SUPPORT AND OPERATE JOINT LABOR-MANAGEMENT ACTIVITIES DESIGNED TO IMPROVE LABOR-MANAGEMENT RELATIONSHIPS, JOB SECURITY, COMPETITIVENESS, PRODUCTIVITY, ORGANIZATIONAL EFFECTIVENESS AND ECONOMIC DEVELOPMENT. PART VI, SECTION A - LINE 1A: THE LABOR TRUSTEES AND THE MANAGEMENT TRUSTEES ARE THE TWO SEGMENTS OF THE GOVERNING BODY. EACH MEMBER OF THE GOVERNING BODY HAS THE POWER TO VOTE ON ALL MATTERS. HOWEVER, THE VOTES WITHIN EACH SEGMENT ARE ACCUMULATED AND A UNIT VOTE IS DETERMINED BASED ON THE MAJORITY OF VOTES WITHIN EACH SEGMENT. PART VI, SECTION A - LINE 8B: THE TRUST HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, SECTION B - LINE 11A: THE TRUST'S 990 IS AVAILABLE ON THE TRUSTEE WEBSITE FOR REVIEW PRIOR TO FILING. PART VI, SECTION B - LINES 12C, 13 AND 14: THE TRUSTEES HAVE OFFICIALLY ADOPTED A CONFLICT OF INTEREST, DOCUMENT RETENTION AND WHISTLEBLOWER POLICY. THE QUARTERLY BOARD MEETINGS PROVIDE AN OFFICIAL VENUE WHERE TRUSTEES OR INDIVIDUALS SUBJECT TO THE CONFLICT OF INTEREST POLICY CAN DISCLOSE ANY RELATIONSHIPS OR INTERESTS THAT COULD GIVE RISE TO CONFLICT. PART VI, SECTION C - LINE 19: THE TRUST MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINES 1 AND 4A:
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0california alliance for jobs
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1INTL UNION OF OPERATING ENG LO UNION 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2MULTI-PLAN SERVICES AGENCY INC
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IRS990/TotalAssetsBOYAmt0735098

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$667,908
Liabilities
$372,537
Net assets
$295,371
Revenue
$1,188,749
Expenses
$1,199,624
Net income
-$10,875
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.76$0.45$0.31$1.78$1.77$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.76$0.46$0.30$1.63$1.62$0.01
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.36$0.30$1.49$1.49$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.66$0.36$0.30$1.44$1.44$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.87$0.58$0.30$1.28$1.28$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.67$0.37$0.30$1.19$1.20$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.44$0.29$1.22$1.19$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.88$0.57$0.31$1.13$1.23$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.28$0.39$0.95$1.55$0.60
2015Detailed filing. Detailed filing data is available for this year.$1.03$0.05$0.98$0.94$0.92$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.00$0.03$0.97$0.87$1.06$0.19
2013Summary only. Only limited summary data is available for this year.$1.19$0.05$1.14$0.90$0.82$0.08
2012Summary only. Only limited summary data is available for this year.$1.04$0.02$1.02$0.89$0.75$0.14
2011Summary only. Only limited summary data is available for this year.$0.89$0.03$0.86$0.81$0.79$0.03
2010Summary only. Only limited summary data is available for this year.$0.85$0.02$0.82$0.80$0.72$0.08