Civic Intelligence

Operating Engineers Workers Compensation

EIN 95-4779189 • 501(c)5 • Pasadena, CA

Profile

To expedite the delivery of workers' compensation benefits; to improve the quality of treatment of injuries and illnesses resulting from occupational activity; and to create and implement safety training programs which will decrease the incidence and severity of occupational injuries.

100 Corson St Ste 100Pasadena, CA 91103

n/a

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

Higher debt load relative to assets than 45% of similar nonprofits.

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

Liabilities / Revenue

59th percentile

0.03x

Higher debt load relative to revenue than 59% of similar nonprofits.

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

Net Margin

98th percentile

76%

Higher net margin than 98% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

70th percentile

11%

Faster asset growth than 70% of similar nonprofits.

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

Revenue Growth

54th percentile

7.1%

Faster revenue growth than 54% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$2,309,763

Up $231,280 (+11%) from 2023

Liabilities

Up

$9,616

Up $4,381 (+84%) from 2023

Net Assets

Up

$2,300,147

Up $226,899 (+11%) from 2023

Operations
Liabilities / Revenue59th percentileNet Margin98th percentile

Revenue

Up

$304,158

Up $20,105 (+7.1%) from 2023

Expenses

Down

$74,447

Down $30,031 (-29%) from 2023

Net Income

Up

$229,711

Up $50,136 (+28%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $932,437Liabilities 2010: $10,331Net Assets 2010: $922,1062010Assets 2011: $876,927Liabilities 2011: $11,535Net Assets 2011: $865,3922011Assets 2012: $840,287Liabilities 2012: $4,331Net Assets 2012: $835,9562012Assets 2013: $861,922Liabilities 2013: $10,507Net Assets 2013: $851,4152013Assets 2014: $847,439Liabilities 2014: $10,629Net Assets 2014: $836,8102014Assets 2015: $930,877Liabilities 2015: $2,374Net Assets 2015: $928,5032015Assets 2016: $1,029,469Liabilities 2016: $4,021Net Assets 2016: $1,025,4482016Assets 2017: $1,180,168Liabilities 2017: $3,461Net Assets 2017: $1,176,7072017Assets 2018: $1,317,505Liabilities 2018: $26,036Net Assets 2018: $1,291,4692018Assets 2019: $1,534,714Liabilities 2019: $999Net Assets 2019: $1,533,7152019Assets 2020: $1,745,222Liabilities 2020: $29,226Net Assets 2020: $1,715,9962020Assets 2021: $1,880,094Liabilities 2021: $5,471Net Assets 2021: $1,874,6232021Assets 2022: $1,881,712Liabilities 2022: $0Net Assets 2022: $1,881,7122022Assets 2023: $2,078,483Liabilities 2023: $5,235Net Assets 2023: $2,073,2482023Assets 2024: $2,309,763Liabilities 2024: $9,616Net Assets 2024: $2,300,1472024

Highlighted filing

2024

Assets$2,309,763
Liabilities$9,616
Net Assets$2,300,147
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $171,4012010Expenses 2011: $195,9122011Expenses 2012: $174,4632012Revenue 2013: $164,986Expenses 2013: $149,527Net Income 2013: $15,4592013Revenue 2014: $174,325Expenses 2014: $188,930Net Income 2014: -$14,6052014Revenue 2015: $201,963Expenses 2015: $110,270Net Income 2015: $91,6932015Revenue 2016: $203,045Expenses 2016: $101,088Net Income 2016: $101,9572016Revenue 2017: $238,081Expenses 2017: $89,147Net Income 2017: $148,9342017Revenue 2018: $224,599Expenses 2018: $102,123Net Income 2018: $122,4762018Revenue 2019: $314,231Expenses 2019: $76,818Net Income 2019: $237,4132019Revenue 2020: $227,190Expenses 2020: $61,360Net Income 2020: $165,8302020Revenue 2021: $271,113Expenses 2021: $70,121Net Income 2021: $200,9922021Revenue 2022: $226,868Expenses 2022: $81,365Net Income 2022: $145,5032022Revenue 2023: $284,053Expenses 2023: $104,478Net Income 2023: $179,5752023Revenue 2024: $304,158Expenses 2024: $74,447Net Income 2024: $229,7112024

Highlighted filing

2024

Revenue$304,158
Expenses$74,447
Net Income$229,711
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,309,763
Liabilities
$9,616
Net assets
$2,300,147
Revenue
$304,158
Expenses
$74,447
Net income
$229,711
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.01$2.30$0.30$0.07$0.23
2023Detailed filing. Detailed filing data is available for this year.$2.08$0.01$2.07$0.28$0.10$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.23$0.08$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.88$0.01$1.87$0.27$0.07$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.75$0.03$1.72$0.23$0.06$0.17
2019Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.31$0.08$0.24
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.03$1.29$0.22$0.10$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.24$0.09$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.20$0.10$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.20$0.11$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.01$0.84$0.17$0.19$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.86$0.01$0.85$0.16$0.15$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.84$0.00$0.84$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.01$0.87$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.01$0.92$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 23, 2025
Return Version
2024v5.2
Gross Receipts
$304,158
Mission and Program Overview

Mission

To expedite the delivery of workers' compensation benefits; to improve the quality of treatment of injuries and illnesses resulting from occupational activity; and to create and implement safety training programs which will decrease the incidence and severity of occupational injuries.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,073,248$2,300,147▲ $226,899
Investments in Publicly Traded Securities$1,904,998$2,095,847▲ $190,849
Cash and Non-Interest-Bearing Accounts$134,090$172,208▲ $38,118
Accounts Receivable$38,860$41,173▲ $2,313
Prepaid Expenses and Deferred Charges$535$535→ $0
Savings and Temporary Cash Investments$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$2,078,483$2,309,763▲ $231,280
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$5,235$9,616▲ $4,381
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$5,235$9,616▲ $4,381
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,073,248$2,300,147▲ $226,899
Total Liabilities and Net Assets / Fund Balance$2,078,483$2,309,763▲ $231,280
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Robert NintemanAlternate Trustee
James HulseTrustee
Perry HawkinsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$210,206
Investment Income
$93,952
Other Revenue
$0
Change in Net Assets
$229,711

Audited Revenue Reconciliation

Revenue per Audited Statements
$304,158
Revenue Not Reported on Form 990
$-2,812
Total Revenue per Audited Statements
$301,346
Total Revenue per Form 990
$304,158
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$74,447
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$49,277
Fees for Services Legal---$12,000
Fees for Services Accounting---$6,100
Fees for Services Management---$6,000
Insurance---$1,070
Total Functional Expenses$0$0$0$74,447

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$74,447
Total Expenses per Audited Statements$74,447
Total Expenses per Form 990$74,447
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
No
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 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 six trustees, three "employer trusteesthree trustees". There are two vacancies on the "employer sidetwo vacancies on the side".”

part VI, line 11B:

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

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
Operating Engineers Workers Compensation
EIN
95-4779189
In Care Of
% MICHAEL B DE CHELLIS
Phone
6263561000
Address
100 CORSON ST STE 100, PASADENA, CA 91103

Signing Officer

Name
Perry Hawkins
Title
Trustee
Phone
6263561000
Signed
2025-09-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael B De Chellis
Formed
2000
Legal Domicile
CA
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
3900 W ALAMEDA AVE STE 2400, BURBANK, CA 91505-4302
Preparer
Liel Shemtov
Phone
8187692010
Supplemental Narrative

Additional Explanations

PART I, LINE 1 AND PART III, LINE 1:

“to improve the quality and delivery of workers' compensation benefits to injured employees and to create a safety group established pursuant to a joint labor-management committee which will establish a written safety program designed to decrease the severity and incidence of work-related injuries suffered by employees.”

Form 990 Part IX Line 11G

“Description:consulting fees total fees:49277”

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 Appendix394 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/PYGrantsAndSimilarPaidAmt00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/RevenueNotReportedAmt0-2812
IRS990ScheduleD/RevenueSubtotalAmt0304158
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/TotalExpensesPerForm990Amt074447
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0304158
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0301346
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt074447
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0to improve the quality and delivery of workers' compensation benefits to injured employees and to create a safety group established pursuant to a joint labor-management committee which will establish a written safety program designed to decrease the severity and incidence of work-related injuries suffered by employees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1operating engineers funds, inc. oversees management duties and provides administrative services.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE VOTING MEMBERS OF THE TRUST CONSISTS OF SIX TRUSTEES, THREE "EMPLOYER TRUSTEESTHREE TRUSTEES". THERE ARE TWO VACANCIES ON THE "EMPLOYER SIDETWO VACANCIES ON THE SIDE".
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 WAS DISTRIBUTED TO THE RESPONSIBLE TRUST ADMINISTRATOR AND WAS REVIEWED BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION:CONSULTING FEES TOTAL FEES:49277
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1part vi, line 3:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2part vi, lines 6-7:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3part vi, line 11b:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4part vi, line 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990 PART IX LINE 11G
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PROVIDE ADMIN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0OPERATING ENGINEERS FUNDS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0100 CORSON ST STE 100
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IRS990/TotalVolunteersCnt00
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0PERRY HAWKINS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06263561000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Operating Engineers Workers Compensation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Trust Fund
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0954779189
ReturnHeader/Filer/InCareOfNm0% MICHAEL B DE CHELLIS
ReturnHeader/Filer/PhoneNum06263561000
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 CORSON ST STE 100
ReturnHeader/Filer/USAddress/CityNm0PASADENA
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER KAPLAN ARASE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03900 W ALAMEDA AVE STE 2400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURBANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0915054302
ReturnHeader/PreparerPersonGrp/PhoneNum08187692010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Liel Shemtov
ReturnHeader/ReturnTs02025-10-27T18:38:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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