Civic Intelligence

Operating Engineers Business Development Trust Fund

990 • Fiscal year 2021 • EIN 94-6676286

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 15, 2022

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

0.55x

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

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

86th percentile

0.25x

Higher debt load relative to revenue than 86% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Net Margin

23rd percentile

0.0%

Higher net margin than 23% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Asset Growth

2nd percentile

-25%

Faster asset growth than 2% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

74th percentile

13%

Faster revenue growth than 74% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Down

$655,213

Down $219,557 (-25%) from 2020

Net Assets

Up

$297,290

Up $702 (+0.2%) from 2020

Liabilities

Down

$357,923

Down $220,259 (-38%) from 2020

Revenue

Up

$1,438,350

Up $162,074 (+13%) from 2020

Expenses

Up

$1,437,648

Up $162,589 (+13%) from 2020

Net Income

Down

$702

Down $515 (-42%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$655,213
Liabilities$357,923
Net Assets$297,290

Operations Trend

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

2021

Revenue$1,438,350
Expenses$1,437,648
Net Income$702
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 15, 2022
Return Version
2021v4.2
Gross Receipts
$1,438,350
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$640,065$440,075▼ $199,990
Rtn Earn Endowment Incm Other Fnds$296,588$297,290▲ $702
Accounts Receivable$234,009$214,361▼ $19,648
Prepaid Expenses and Deferred Charges$696$777▲ $81
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
Investments in Publicly Traded Securities$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$874,770$655,213▼ $219,557
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$578,182$357,723▼ $220,459
Accounts Payable and Accrued Expenses$0$200▲ $200
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$578,182$357,923▼ $220,259
Net Assets / Fund Balance
Total Net Assets Fund Balance$296,588$297,290▲ $702
Total Liabilities and Net Assets / Fund Balance$874,770$655,213▼ $219,557
Compensation and Service Providers

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
$1,433,027
Investment Income
$2,337
Other Revenue
$2,986
Change in Net Assets
$702

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,438,350
Total Revenue per Audited Statements
$1,438,350
Total Revenue per Form 990
$1,438,350
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,405,340
Other Expenses$32,308
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$1,405,340
Fees for Services Management---$8,838
Fees for Services Accounting---$8,755
Insurance---$3,519
Other Expenses---$1,837
Fees for Services Legal---$200
Total Functional Expenses$0$0$0$1,437,648

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,437,648
Total Expenses per Audited Statements$1,437,648
Total Expenses per Form 990$1,437,648
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Alliance for JobsSacramento, CA501(c)(6)IND. STABiLIZation$1,135,674
Construction Industry Force AccountMartinez, CA501(c)(6)IND. STABiLIZation$269,666
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$285,801
Due to Cifac$71,238
Due to Mpsa Inc.$684
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

Governance Explanations

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.

PART VII, SECTION A - LINE 1A:

Trustees are not compensated by the trust. Compensation paid to trustees employed by other related organizations is reported on the form 990 filed with the irs by the related tax-exempt organization. For additional information, contact the third-party administrator, zenith american solutions. Below is the related organization that paid compensation to the trustees: international union of operating engineers local no. 3, ein 94-0577785

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
2022-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Reding
Formed
1994
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
275 BATTERY ST STE 1800, SAN FRANCISCO, CA 94111-3346
Preparer
Jesse Ward
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.

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.

Raw XML AppendixShowing 400 of 475 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0200
IRS990/AccountsReceivableGrp/BOYAmt0234009
IRS990/AccountsReceivableGrp/EOYAmt0214361
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0ZENITH AMERICAN SOLUTIONS
IRS990/BooksInCareOfDetail/PhoneNum05106718800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01600 HARBOR BAY PKWY STE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALAMEDA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094502
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt01405340
IRS990/CYInvestmentIncomeAmt02337
IRS990/CYOtherExpensesAmt032308
IRS990/CYOtherRevenueAmt02986
IRS990/CYProgramServiceRevenueAmt01433027
IRS990/CYRevenuesLessExpensesAmt0702
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01437648
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01438350
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0SEE SCHEDULE O
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt08755
IRS990/FeesForServicesLegalGrp/TotalAmt0200
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt08838
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt05.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt15.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt35.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0RICH GATES
IRS990/Form990PartVIISectionAGrp/PersonNm1DAN REDING
IRS990/Form990PartVIISectionAGrp/PersonNm2STEVE INGERSOLL
IRS990/Form990PartVIISectionAGrp/PersonNm3Steve Clark
IRS990/Form990PartVIISectionAGrp/PersonNm4FRANK WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVE HARRISON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01405340
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01438350
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt03519
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt02337
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02337
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0296588
IRS990/NetAssetsOrFundBalancesEOYAmt0297290
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0MPSA INC. EXPENSES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt09159
IRS990/OtherExpensesGrp/TotalAmt11837
IRS990/OtherLiabilitiesGrp/BOYAmt0578182
IRS990/OtherLiabilitiesGrp/EOYAmt0357723
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0LIQUIDATED DAMAGES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02986
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02986
IRS990/OtherRevenueTotalAmt02986
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0696
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0777
IRS990/PrincipalOfficerNm0DAN REDING
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01433027
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01433027
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt01245651
IRS990/PYInvestmentIncomeAmt010669
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt029408
IRS990/PYOtherRevenueAmt02714
IRS990/PYProgramServiceRevenueAmt01262893
IRS990/PYRevenuesLessExpensesAmt01217
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01275059
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01276276
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0702
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0296588
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0297290
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0640065
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0440075
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01437648
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0684
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt171238
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2285801
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO MPSA INC.
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO CIFAC
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO CAL ALLIANCE JOBS
IRS990ScheduleD/RevenueSubtotalAmt01438350
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:
IRS990ScheduleD/TotalExpensesPerForm990Amt01437648
IRS990ScheduleD/TotalLiabilityAmt0357723
IRS990ScheduleD/TotalRevenuePerForm990Amt01438350
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01438350
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01437648
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt01135674
IRS990ScheduleI/RecipientTable/CashGrantAmt1269666
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(6)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(6)
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc0n/a
IRS990ScheduleI/RecipientTable/NonCashAssistanceDesc1N/A
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
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01415 L ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1837 ARNOLD DR STE 3200
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SACRAMENTO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1MARTINEZ
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd095814
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST HAS NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST'S 990 IS AVAILABLE ON THE TRUSTEE WEBSITE FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE TRUST MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE IRS BY THE RELATED TAX-EXEMPT ORGANIZATION. FOR ADDITIONAL INFORMATION, CONTACT THE THIRD-PARTY ADMINISTRATOR, ZENITH AMERICAN SOLUTIONS. BELOW IS THE RELATED ORGANIZATION THAT PAID COMPENSATION TO THE TRUSTEES: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL NO. 3, EIN 94-0577785
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINES 1 AND 4A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION A - LINE 1A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION A - LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION B - LINE 11A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION B - LINES 12C, 13 AND 14:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VI, SECTION C - LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6PART VII, SECTION A - LINE 1A:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0labor mgmt.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1LABOR UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2SHARED EXP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt210
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01415 l st ste 1080
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11620 S LOOP RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21600 HARBOR BAY PKWY STE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0sacramento
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ALAMEDA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2ALAMEDA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095814
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd194502
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd294502
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
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
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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