Civic Intelligence

Operating Engineers Business Development Trust Fund

990 • Fiscal year 2020 • EIN 94-6676286

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 14, 2021

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

97th percentile

0.66x

Higher debt load relative to assets than 97% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

91st percentile

0.45x

Higher debt load relative to revenue than 91% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Net Margin

26th percentile

0.1%

Higher net margin than 26% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

91st percentile

31%

Faster asset growth than 91% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

78th percentile

7.4%

Faster revenue growth than 78% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets97th percentile

Assets

Up

$874,770

Up $206,862 (+31%) from 2019

Net Assets

Up

$296,588

Up $1,217 (+0.4%) from 2019

Liabilities

Up

$578,182

Up $205,645 (+55%) from 2019

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin26th percentile

Revenue

Up

$1,276,276

Up $87,527 (+7.4%) from 2019

Expenses

Up

$1,275,059

Up $75,435 (+6.3%) from 2019

Net Income

Up

$1,217

Up $12,092 (+111%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2020

Assets$874,770
Liabilities$578,182
Net Assets$296,588
Open 2020 Filing

Operations Trend

Revenue Growth78th 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

2020

Revenue$1,276,276
Expenses$1,275,059
Net Income$1,217
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 14, 2021
Return Version
2020v4.1
Gross Receipts
$1,558,717
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$162,779$640,065▲ $477,286
Rtn Earn Endowment Incm Other Fnds$295,371$296,588▲ $1,217
Investments in Publicly Traded Securities$282,078$0▼ $282,078
Accounts Receivable$222,760$234,009▲ $11,249
Prepaid Expenses and Deferred Charges$291$696▲ $405
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$667,908$874,770▲ $206,862
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$372,537$578,182▲ $205,645
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$372,537$578,182▲ $205,645
Net Assets / Fund Balance
Total Net Assets Fund Balance$295,371$296,588▲ $1,217
Total Liabilities and Net Assets / Fund Balance$667,908$874,770▲ $206,862
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Dan RedingTrustee
Dave HarrisonTrustee
Frank WilliamsTrustee
Rich GatesTrustee
Steve ClarkTrustee
Steve IngersollTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,262,893
Investment Income
$10,669
Other Revenue
$2,714
Change in Net Assets
$1,217

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,276,276
Total Revenue per Audited Statements
$1,276,276
Total Revenue per Form 990
$1,276,276
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,245,651
Other Expenses$29,408
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$1,245,651
Other Expenses---$9,048
Fees for Services Accounting---$8,755
Fees for Services Management---$8,548
Insurance---$3,057
Total Functional Expenses$0$0$0$1,275,059

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,275,059
Total Expenses per Audited Statements$1,275,059
Total Expenses per Form 990$1,275,059
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Alliance for JobsSacramento, CA501(c)(6)IND. STABiLIZation$1,045,175
Construction Industry Force AccountMartinez, CA501(c)(6)IND. STABiLIZation$200,476
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$470,749
Due to Cifac$105,449
Due to Mpsa Inc.$1,984
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
dan reding
Title
trustee
Phone
5106718800
Signed
2021-09-14
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 94111-3346
Preparer
Catherine Gardner
Phone
4159563600
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/OtherLiabilitiesOrgGrp/Amt1105449
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2470749
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO MPSA INC.
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO CIFAC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO CAL ALLIANCE JOBS
IRS990ScheduleD/RevenueSubtotalAmt01276276
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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0part x, line 2:
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01275059
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IRS990ScheduleI/RecipientTable/CashGrantAmt1200476
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0IND. STABiLIZation
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1IND. STABiLIZation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CALIFORNIA ALLIANCE FOR JOBS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CONSTRUCTION INDUSTRY FORCE ACCOUNT
IRS990ScheduleI/RecipientTable/RecipientEIN0943212041
IRS990ScheduleI/RecipientTable/RecipientEIN1942444036
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1837 ARNOLD DR STE 3200
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SACRAMENTO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MARTINEZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd194553
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0cash value
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1CASH VALUE
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.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0943212041
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1940577785
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2813751949
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0labor mgmt.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2SHARED EXP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0sacramento
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ALAMEDA
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IRS990ScheduleR/PaidEmployeesSharingInd0false
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
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IRS990/TotalAssetsBOYAmt0667908
IRS990/TotalAssetsEOYAmt0874770

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$874,770
Liabilities
$578,182
Net assets
$296,588
Revenue
$1,276,276
Expenses
$1,275,059
Net income
$1,217
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