Civic Intelligence

Southern Ca Labor Management Operating Engineers Contract Compliance Trust Fund

990 • Fiscal year 2021 • EIN 95-4370422

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 22, 2022

Organization ProfileN/A
100 CORSON ST ste 330Pasadena, CA 91103

(626) 564-6070

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

46th percentile

0.01x

Higher debt load relative to assets than 46% of similar nonprofits.

2021 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

51st percentile

0.03x

Higher debt load relative to revenue than 51% of similar nonprofits.

2021 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2021

Net Margin

81st percentile

28%

Higher net margin than 81% of similar nonprofits.

2021 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

58th percentile

$197,783

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 7.9% of source-year revenue.

2021 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2021

Asset Growth

37th percentile

6.6%

Faster asset growth than 37% of similar nonprofits.

2021 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

39th percentile

0.7%

Faster revenue growth than 39% of similar nonprofits.

2021 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$8,185,267

Up $506,481 (+6.6%) from 2020

Net Assets

Up

$8,098,763

Up $527,109 (+7.0%) from 2020

Liabilities

Down

$86,504

Down $20,628 (-19%) from 2020

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin81st percentile

Revenue

Up

$2,491,737

Up $18,520 (+0.7%) from 2020

Expenses

Down

$1,798,695

Down $79,679 (-4.2%) from 2020

Net Income

Up

$693,042

Up $98,199 (+17%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$10M$5.0M$0Assets 2010: $910,541Liabilities 2010: $25,183Net Assets 2010: $885,3582010Assets 2011: $1,037,960Liabilities 2011: $38,958Net Assets 2011: $999,0022011Assets 2012: $1,613,136Liabilities 2012: $27,509Net Assets 2012: $1,585,6272012Assets 2013: $2,121,256Liabilities 2013: $26,818Net Assets 2013: $2,094,4382013Assets 2014: $2,494,780Liabilities 2014: $42,356Net Assets 2014: $2,452,4242014Assets 2015: $3,122,082Liabilities 2015: $30,507Net Assets 2015: $3,091,5752015Assets 2016: $3,993,224Liabilities 2016: $29,240Net Assets 2016: $3,963,9842016Assets 2017: $5,053,149Liabilities 2017: $23,429Net Assets 2017: $5,029,7202017Assets 2018: $6,090,447Liabilities 2018: $24,350Net Assets 2018: $6,066,0972018Assets 2019: $6,916,814Liabilities 2019: $34,539Net Assets 2019: $6,882,2752019Assets 2020: $7,678,786Liabilities 2020: $107,132Net Assets 2020: $7,571,6542020Assets 2021: $8,185,267Liabilities 2021: $86,504Net Assets 2021: $8,098,7632021Assets 2022: $8,647,892Liabilities 2022: $907,100Net Assets 2022: $7,740,7922022Assets 2023: $8,539,642Liabilities 2023: $840,775Net Assets 2023: $7,698,8672023Assets 2024: $9,104,283Liabilities 2024: $737,164Net Assets 2024: $8,367,1192024

Highlighted filing

2021

Assets$8,185,267
Liabilities$86,504
Net Assets$8,098,763
Open 2021 Filing

Operations Trend

Revenue Growth39th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,249,9592010Expenses 2011: $1,249,6812011Expenses 2012: $1,264,2342012Revenue 2013: $1,814,312Expenses 2013: $1,305,501Net Income 2013: $508,8112013Revenue 2014: $1,943,637Expenses 2014: $1,585,651Net Income 2014: $357,9862014Revenue 2015: $1,963,541Expenses 2015: $1,324,390Net Income 2015: $639,1512015Revenue 2016: $2,113,571Expenses 2016: $1,223,100Net Income 2016: $890,4712016Revenue 2017: $2,272,703Expenses 2017: $1,333,231Net Income 2017: $939,4722017Revenue 2018: $2,435,878Expenses 2018: $1,341,992Net Income 2018: $1,093,8862018Revenue 2019: $2,445,392Expenses 2019: $1,659,360Net Income 2019: $786,0322019Revenue 2020: $2,473,217Expenses 2020: $1,878,374Net Income 2020: $594,8432020Revenue 2021: $2,491,737Expenses 2021: $1,798,695Net Income 2021: $693,0422021Revenue 2022: $2,697,945Expenses 2022: $2,511,296Net Income 2022: $186,6492022Revenue 2023: $2,684,140Expenses 2023: $2,797,178Net Income 2023: -$113,0382023Revenue 2024: $2,797,254Expenses 2024: $2,170,713Net Income 2024: $626,5412024

Highlighted filing

2021

Revenue$2,491,737
Expenses$1,798,695
Net Income$693,042
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 22, 2022
Return Version
2021v4.2
Gross Receipts
$2,497,043
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,445,497$6,949,089▲ $503,592
Savings and Temporary Cash Investments$639,445$507,759▼ $131,686
Accounts Receivable$379,165$408,315▲ $29,150
Cash and Non-Interest-Bearing Accounts$25,000$160,736▲ $135,736
Land, Buildings, and Equipment, Net$172,123$132,768▼ $39,355
Prepaid Expenses and Deferred Charges$17,046$26,090▲ $9,044
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
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$7,678,786$8,185,267▲ $506,481
Other Assets Total$510$510→ $0
Liabilities
Accounts Payable and Accrued Expenses$107,132$86,504▼ $20,628
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$107,132$86,504▼ $20,628
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,571,654$8,098,763▲ $527,109
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$7,571,654$8,098,763▲ $527,109
Total Liabilities and Net Assets / Fund Balance$7,678,786$8,185,267▲ $506,481

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$117,738$231,753$349,491
Other Land Buildings$11,529$45,208$56,737
Leasehold Improvements$3,501$389$3,890
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael PottsAdministratorFT$140,441$57,342$197,783
Randell H KeeneRepresentativeFT$131,743$57,342$189,085
David LanhamRepresentativeFT$131,583$57,342$188,925
Maarten CouwenbergRepresentativeFT$127,008$57,342$184,350
Trevor DiazRepresentativeFT$126,222$57,342$183,564

Board Members and Trustees

NameTitle
Ron SikorskiChairman
Larry DavisonCo-chair
Perry HawkinsAlternate Trustee
David SikorskiTrustee
Jordan BrandmanTrustee
Mike RodriguezTrustee
Paul Von BergTrustee
Ray BacaTrustee
Shawn KinseyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,400,967
Investment Income
$88,383
Other Revenue
$2,387
Change in Net Assets
$693,042

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,491,737
Revenue Not Reported on Form 990
$-170,933
Total Revenue per Audited Statements
$2,320,804
Total Revenue per Form 990
$2,491,737
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,492,352
Other Expenses$306,343
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$964,135
Pension Plan Contributions---$314,646
Other Employee Benefits---$136,512
Payroll Taxes---$77,059
Depreciation Depletion---$62,442
Occupancy---$54,238
Office Expenses---$46,192
Travel---$38,176
Insurance---$31,995
Fees for Services Accounting---$14,850
Fees for Services Management---$12,000
Fees for Services Other---$9,810
Fees for Service Investment Mgmnt Fees---$5,000
Information Technology---$1,200
Conferences and Meetings---$1,049
Other Expenses---$305
Total Functional Expenses$0$0$0$1,798,695

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,798,695
Expenses per Audited Statements$1,793,695
Total Expenses per Audited Statements$1,793,695
Expenses Not Reported on Financial Statements$5,000
Other Expense Adjustments$5,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
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

part VI, line 2:

“ron sikorski (father) and david sikorski (son) are union trustees.”

part VI, line 3:

“operating engineers funds, inc. oversees management duties and provides administrative services.”

part VI, lines 6-7:

“the voting members of the trust consists of Eight trustees, four "employer trusteesfour trustees".”

part VI, line 11B:

“form 990 was distributed to the responsible trust administrator and was reviewed before it was filed.”

part VI, line 15A:

“the board of trustees reviews the salaries of employees to comparable salaries of similar positions. the board of trustees do not receive compensation. the trust does not have other officers or "key employees", as defined.”

part VI, line 19:

“the trust's governing documents, policies, and financial statements are available for inspection upon written request. additionally, copies of financial statements are distributed to the trustees on a regular basis.”

Filing and Contact Details

Filer

Filer Name
So CA Labor Mgt Operating Engineers
EIN
95-4370422
In Care Of
% JOSEPH R EHRBAR
Phone
6265646070
Address
100 CORSON ST ste 330, PASADENA, CA 91103

Signing Officer

Name
ronald j sikorski
Title
trustee
Phone
6263561000
Signed
2022-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ani Darbinyan
Formed
1992
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
8
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Douglas Waite
Phone
8187692010
Supplemental Narrative

Additional Explanations

PART I, LINE 1 AND PART III, LINEs 1 and 4A:

“to improve job security, enhance economic development, and improve labor-management relationships and organizational effectiveness.”

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. part xi, line 2d and part xii, line 4b: investment custodian fees offset with investment income on the audited financial statements and reported on form 990 part ix, line 11f.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
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IRS990/MinutesOfCommitteesInd0false
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IRS990/MissionDesc0SEE SCHEDULE O
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03597
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IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1TAXES, LICENSES AND FEES
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IRS990/OtherExpensesGrp/TotalAmt1305
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IRS990/PensionPlanContributionsGrp/TotalAmt0314646
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017046
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026090
IRS990/PrincipalOfficerNm0Ani Darbinyan
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IRS990/PYRevenuesLessExpensesAmt0594843
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IRS990/PYTotalExpensesAmt01878374
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0693042
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0639445
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0507759
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0117738
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0231753
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0349491
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05000
IRS990ScheduleD/ExpensesSubtotalAmt01793695
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IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt03890
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-165933
IRS990ScheduleD/OtherExpensesNotIncludedAmt05000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt011529
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt045208
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt056737
IRS990ScheduleD/OtherRevenueAmt0-5000
IRS990ScheduleD/RevenueNotReportedAmt0-170933
IRS990ScheduleD/RevenueSubtotalAmt02491737
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. part xi, line 2d and part xii, line 4b: investment custodian fees offset with investment income on the audited financial statements and reported on form 990 part ix, line 11f.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt01798695
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt02491737
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IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt039528
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt139528
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt239528

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,185,267
Liabilities
$86,504
Net assets
$8,098,763
Revenue
$2,491,737
Expenses
$1,798,695
Net income
$693,042
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.10$0.74$8.37$2.80$2.17$0.63
2023Detailed filing. Detailed filing data is available for this year.$8.54$0.84$7.70$2.68$2.80$0.11
2022Detailed filing. Detailed filing data is available for this year.$8.65$0.91$7.74$2.70$2.51$0.19
2021Detailed filing. Detailed filing data is available for this year.$8.19$0.09$8.10$2.49$1.80$0.69
2020Detailed filing. Detailed filing data is available for this year.$7.68$0.11$7.57$2.47$1.88$0.59
2019Detailed filing. Detailed filing data is available for this year.$6.92$0.03$6.88$2.45$1.66$0.79
2018Detailed filing. Detailed filing data is available for this year.$6.09$0.02$6.07$2.44$1.34$1.09
2017Detailed filing. Detailed filing data is available for this year.$5.05$0.02$5.03$2.27$1.33$0.94
2016Detailed filing. Detailed filing data is available for this year.$3.99$0.03$3.96$2.11$1.22$0.89
2015Detailed filing. Detailed filing data is available for this year.$3.12$0.03$3.09$1.96$1.32$0.64
2014Detailed filing. Detailed filing data is available for this year.$2.49$0.04$2.45$1.94$1.59$0.36
2013Detailed filing. Detailed filing data is available for this year.$2.12$0.03$2.09$1.81$1.31$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.61$0.03$1.59$1.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.04$1.00$1.25
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.03$0.89$1.25