Civic Intelligence

Southern California Surveyors Joint

EIN 95-2241440 • 501(c)5 • Rancho Cucamonga, CA

Profile

To provide training for apprentices and to improve the skills of journeymen surveyors in the construction industry.

9480 Utica Ave No 604Rancho Cucamonga, CA 91730-0964

scsurveyjac.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

71st percentile

0.05x

Higher debt load relative to assets than 71% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.13x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Net Margin

66th percentile

15%

Higher net margin than 66% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$202,519

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Asset Growth

47th percentile

4.7%

Faster asset growth than 47% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-12%

Faster revenue growth than 9% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$3,596,531

Up $330,081 (+10%) from 2022

Liabilities

Up

$262,370

Up $215,660 (+462%) from 2022

Net Assets

Up

$3,334,161

Up $114,421 (+3.6%) from 2022

Operations
Liabilities / Revenue82nd percentileNet Margin66th percentile

Revenue

Up

$1,619,686

Up $194,148 (+14%) from 2022

Expenses

Down

$1,284,842

Down $13,987 (-1.1%) from 2022

Net Income

Up

$334,844

Up $208,135 (+164%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,339,229Liabilities 2010: $14,198Net Assets 2010: $1,325,0312010Assets 2011: $1,139,925Liabilities 2011: $9,086Net Assets 2011: $1,130,8392011Assets 2012: $1,265,489Liabilities 2012: $11,760Net Assets 2012: $1,253,7292012Assets 2013: $1,378,820Liabilities 2013: $13,944Net Assets 2013: $1,364,8762013Assets 2014: $1,473,488Liabilities 2014: $20,810Net Assets 2014: $1,452,6782014Assets 2015: $1,524,794Liabilities 2015: $23,744Net Assets 2015: $1,501,0502015Assets 2016: $1,680,361Liabilities 2016: $12,747Net Assets 2016: $1,667,6142016Assets 2017: $2,153,225Liabilities 2017: $41,527Net Assets 2017: $2,111,6982017Assets 2018: $2,485,841Liabilities 2018: $15,272Net Assets 2018: $2,470,5692018Assets 2019: $2,718,195Liabilities 2019: $24,359Net Assets 2019: $2,693,8362019Assets 2020: $3,045,203Liabilities 2020: $42,076Net Assets 2020: $3,003,1272020Assets 2021: $3,463,718Liabilities 2021: $38,864Net Assets 2021: $3,424,8542021Assets 2022: $3,266,450Liabilities 2022: $46,710Net Assets 2022: $3,219,7402022Assets 2023: $3,596,531Liabilities 2023: $262,370Net Assets 2023: $3,334,1612023

Highlighted filing

2023

Assets$3,596,531
Liabilities$262,370
Net Assets$3,334,161
Open 2023 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0Expenses 2010: $1,094,1702010Expenses 2011: $771,9442011Expenses 2012: $577,5202012Expenses 2013: $584,1122013Revenue 2014: $780,638Expenses 2014: $692,836Net Income 2014: $87,8022014Revenue 2015: $897,923Expenses 2015: $849,551Net Income 2015: $48,3722015Revenue 2016: $1,029,356Expenses 2016: $848,026Net Income 2016: $181,3302016Revenue 2017: $1,309,627Expenses 2017: $865,543Net Income 2017: $444,0842017Revenue 2018: $1,495,148Expenses 2018: $1,136,277Net Income 2018: $358,8712018Revenue 2019: $1,414,367Expenses 2019: $1,237,441Net Income 2019: $176,9262019Revenue 2020: $1,452,928Expenses 2020: $1,166,997Net Income 2020: $285,9312020Revenue 2021: $1,702,100Expenses 2021: $1,243,148Net Income 2021: $458,9522021Revenue 2022: $1,425,538Expenses 2022: $1,298,829Net Income 2022: $126,7092022Revenue 2023: $1,619,686Expenses 2023: $1,284,842Net Income 2023: $334,8442023

Highlighted filing

2023

Revenue$1,619,686
Expenses$1,284,842
Net Income$334,844
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$3,596,531
Liabilities
$262,370
Net assets
$3,334,161
Revenue
$1,619,686
Expenses
$1,284,842
Net income
$334,844
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.60$0.26$3.33$1.62$1.28$0.33
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.27$0.05$3.22$1.43$1.30$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.04$3.42$1.70$1.24$0.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$0.04$3.00$1.45$1.17$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.02$2.69$1.41$1.24$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.49$0.02$2.47$1.50$1.14$0.36
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.04$2.11$1.31$0.87$0.44
2016Summary only. Only limited summary data is available for this year.$1.68$0.01$1.67$1.03$0.85$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.52$0.02$1.50$0.90$0.85$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.47$0.02$1.45$0.78$0.69$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.01$1.36$0.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.01$1.25$0.58
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.01$1.13$0.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.01$1.33$1.09
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
May 16, 2018
Return Version
2016v3.0
Gross Receipts
$1,309,627
Mission and Program Overview

Mission

To provide training for apprentices and to improve the skills of journeymen surveyors in the construction industry.

Provide training for surveyors.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,667,614$2,111,698▲ $444,084
Savings and Temporary Cash Investments$1,371,415$1,815,352▲ $443,937
Accounts Receivable$154,595$161,173▲ $6,578
Land, Buildings, and Equipment, Net$126,169$143,046▲ $16,877
Prepaid Expenses and Deferred Charges$21,538$27,010▲ $5,472
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,680,361$2,153,225▲ $472,864
Other Assets Total$6,544$6,544→ $0
Liabilities
Accounts Payable and Accrued Expenses$12,747$41,527▲ $28,780
Total Liabilities$12,747$41,527▲ $28,780
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,667,614$2,111,698▲ $444,084
Total Liabilities and Net Assets / Fund Balance$1,680,361$2,153,225▲ $472,864

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$122,571$370,904$493,475
Other Land Buildings$20,475$99,623$120,098
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anthony AndradeAdministratorFT$134,362$27,507$161,869

Board Members and Trustees

NameTitle
Bernard McinallyTrustee
Carl MendenhallTrustee
Cliff SimentalTrustee
Dan HawnTrustee
Duane FrielTrustee
Larry DavisonTrustee
Larry TrumanTrustee
Lisa Henstridge SpivakTrustee
Michael CampionTrustee
Paul WagnerTrustee
Ralph Guida IvTrustee
Raymond DiazTrustee
Ron SikorskiTrustee
Terry Scott WilliamsTrustee
William CoxTrustee
Raymond DiazAdministrator
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,125,410
Investment Income
$10,850
Other Revenue
$173,367
Change in Net Assets
$444,084

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,309,627
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,309,627
Total Revenue per Form 990
$1,309,627
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$579,535
Other Expenses$286,008
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$296,894--$296,894
Current Officers, Directors, Trustees, and Key Employees$131,935--$131,935
Occupancy$95,203--$95,203
Office Expenses$65,332--$65,332
Pension Plan Contributions$62,749--$62,749
Payroll Taxes$49,605--$49,605
Other Employee Benefits$38,352--$38,352
Depreciation Depletion$30,330--$30,330
Insurance$26,299--$26,299
Fees for Services Legal-$12,384-$12,384
Information Technology$12,190--$12,190
Fees for Services Accounting-$8,725-$8,725
Other Expenses$7,911--$7,911
Conferences and Meetings$3,285--$3,285
Total Functional Expenses$844,434$21,109$0$865,543

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$865,543
Total Expenses per Audited Statements$865,543
Total Expenses per Form 990$865,543
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization's management duties are delegated to the operating engineers funds, inc. Their responsibility is to maintain accounting records and internal financial statements.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed by the board of trustees, with assistance from the fund's auditor. Also,a copy is provided to the chairman and co-chairman.”

Form 990, Part VI, Section B, Line 15A

“Compensation for the fund administrator is determined by the board of trustees based on comparable compensation at similar organizations.”

Form 990, Part VI, Section C, Line 19

“A copy of the form 990 is available for viewing at the entity's main office during business hours.”

Form 990, Part VII, Section A, Column E

“Compensation disclosures: the organization, which is an erisa employee benefit fund, is governed by an uncompensated board of trustees and has no officers or employees. The union trustees listed on part vii, section "a" have previously disclosed their compensation on their respective locals' lm-2 filings with the department of labor”

Filing and Contact Details

Filer

Filer Name
Southern California Surveyors Joint
EIN
95-2241440
Phone
9092437973
Address
9480 UTICA AVE NO 604, RANCHO CUCAMONGA, CA 91730-0964

Signing Officer

Name
Raymond Diaz
Title
Administrator
Phone
9093313191
Signed
2018-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Raymond Diaz
Formed
1963
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
30
Volunteers
0

Preparer

Firm
Bernard Kotkin & Company Llp
Address
533 S FREMONT AVENUE SUITE 802, LOS ANGELES, CA 90071
Preparer
Bernard Kotkin Company Llp
Phone
2138929090
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

“The organization does not have an audit committee. However, the board of trustees has responsibility for oversight of the audit and the selection of independent accountants.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and recognize a tax liability, if the organization has taken an uncertain position that more likely than not would not be sustained upon examinations by the internal revenue service. The fund is subject to routine audits by taxing juridictions; however, there are currently no audits for any tax periods in progress. The fund administrator believes it is no longer subject to income tax examinations for years prior to 2013.”

Raw XML AppendixShowing 400 of 455 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01309627
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt012190
IRS990/InformationTechnologyGrp/TotalAmt012190
IRS990/InsuranceGrp/ProgramServicesAmt026299
IRS990/InsuranceGrp/TotalAmt026299
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt010850
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010850
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0470527
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0126169
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0143046
IRS990/LandBldgEquipCostOrOtherBssAmt0613573
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE TRAINING FOR APPRENTICES AND TO IMPROVE THE SKILLS OF JOURNEYMEN SURVEYORS IN THE CONSTRUCTION INDUSTRY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01667614
IRS990/NetAssetsOrFundBalancesEOYAmt02111698
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt095203
IRS990/OccupancyGrp/TotalAmt095203
IRS990/OfficeExpensesGrp/ProgramServicesAmt065332
IRS990/OfficeExpensesGrp/TotalAmt065332
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt06544
IRS990/OtherAssetsTotalGrp/EOYAmt06544
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt038352
IRS990/OtherEmployeeBenefitsGrp/TotalAmt038352
IRS990/OtherExpensesGrp/Desc0CURRICULUM DEVELOPMENT
IRS990/OtherExpensesGrp/Desc1AUTO MAINTENANCE AND EX
IRS990/OtherExpensesGrp/ProgramServicesAmt024349
IRS990/OtherExpensesGrp/ProgramServicesAmt17911
IRS990/OtherExpensesGrp/TotalAmt024349
IRS990/OtherExpensesGrp/TotalAmt17911
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0TRAINING FUND GRANT
IRS990/OtherRevenueMiscGrp/Desc1SALE OF TEXTBOOKS AND
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0172210
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt11157
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0172210
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11157
IRS990/OtherRevenueTotalAmt0173367
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0296894
IRS990/OtherSalariesAndWagesGrp/TotalAmt0296894
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt049605
IRS990/PayrollTaxesGrp/TotalAmt049605
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt062749
IRS990/PensionPlanContributionsGrp/TotalAmt062749
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021538
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027010
IRS990/PrincipalOfficerNm0RAYMOND DIAZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1COST AGREEMENT REIMB.
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01037775
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt187635
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01037775
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt187635
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt08224
IRS990/PYOtherExpensesAmt0271912
IRS990/PYOtherRevenueAmt041037
IRS990/PYProgramServiceRevenueAmt0980095
IRS990/PYRevenuesLessExpensesAmt0181330
IRS990/PYSalariesCompEmpBnftPaidAmt0576114
IRS990/PYTotalExpensesAmt0848026
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01029356
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0444084
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01667614
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02111698
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01371415
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01815352
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0122571
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0370904
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0493475
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0865543
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt020475
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt099623
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0120098
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01309627
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY, IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATIONS BY THE INTERNAL REVENUE SERVICE. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURIDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0143046
IRS990ScheduleD/TotalExpensesPerForm990Amt0865543
IRS990ScheduleD/TotalRevenuePerForm990Amt01309627
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01309627
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0865543
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0134362
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt017949
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt09558
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ANTHONY ANDRADE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0161869
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S MANAGEMENT DUTIES ARE DELEGATED TO THE OPERATING ENGINEERS FUNDS, INC. THEIR RESPONSIBILITY IS TO MAINTAIN ACCOUNTING RECORDS AND INTERNAL FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES, WITH ASSISTANCE FROM THE FUND'S AUDITOR. ALSO,A COPY IS PROVIDED TO THE CHAIRMAN AND CO-CHAIRMAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION FOR THE FUND ADMINISTRATOR IS DETERMINED BY THE BOARD OF TRUSTEES BASED ON COMPARABLE COMPENSATION AT SIMILAR ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE FORM 990 IS AVAILABLE FOR VIEWING AT THE ENTITY'S MAIN OFFICE DURING BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION DISCLOSURES: THE ORGANIZATION, WHICH IS AN ERISA EMPLOYEE BENEFIT FUND, IS GOVERNED BY AN UNCOMPENSATED BOARD OF TRUSTEES AND HAS NO OFFICERS OR EMPLOYEES. THE UNION TRUSTEES LISTED ON PART VII, SECTION "A" HAVE PREVIOUSLY DISCLOSED THEIR COMPENSATION ON THEIR RESPECTIVE LOCALS' LM-2 FILINGS WITH THE DEPARTMENT OF LABOR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DOES NOT HAVE AN AUDIT COMMITTEE. HOWEVER, THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF INDEPENDENT ACCOUNTANTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A, COLUMN E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01680361
IRS990/TotalAssetsEOYAmt02153225
IRS990/TotalAssetsGrp/BOYAmt01680361
IRS990/TotalAssetsGrp/EOYAmt02153225
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt030
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021109
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0844434
IRS990/TotalFunctionalExpensesGrp/TotalAmt0865543
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012747
IRS990/TotalLiabilitiesEOYAmt041527
IRS990/TotalLiabilitiesGrp/BOYAmt012747
IRS990/TotalLiabilitiesGrp/EOYAmt041527
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01667614
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02111698
IRS990/TotalOtherCompensationAmt027507
IRS990/TotalProgramServiceExpensesAmt0844434
IRS990/TotalProgramServiceRevenueAmt01125410

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