Civic Intelligence

Operating Engineers Workers Compensation Trust Fund

990 • Fiscal year 2014 • EIN 95-4779189

Jan 01, 2014 to Dec 31, 2014 • Filed on May 19, 2015

Organization ProfileN/A
100 E Corson StreetPasadena, CA 91103

(626) 356-1000

Siviq Scores

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

Liabilities / Assets

55th percentile

0.01x

Higher debt load relative to assets than 55% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

70th percentile

0.06x

Higher debt load relative to revenue than 70% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Net Margin

15th percentile

-8.4%

Higher net margin than 15% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2014 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2014

Asset Growth

31st percentile

-1.7%

Faster asset growth than 31% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

64th percentile

5.7%

Faster revenue growth than 64% of similar nonprofits.

2014 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$847,439

Down $14,483 (-1.7%) from 2013

Net Assets

Down

$836,810

Down $14,605 (-1.7%) from 2013

Liabilities

Up

$10,629

Up $122 (+1.2%) from 2013

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin15th percentile

Revenue

Up

$174,325

Up $9,339 (+5.7%) from 2013

Expenses

Up

$188,930

Up $39,403 (+26%) from 2013

Net Income

Down

-$14,605

Down $30,064 (-194%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$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

2014

Assets$847,439
Liabilities$10,629
Net Assets$836,810
Open 2014 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$174,325
Expenses$188,930
Net Income-$14,605
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 19, 2015
Return Version
2014v5.0
Gross Receipts
$174,325
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.

To improve treatment quality, to provide prompt compensation & to implement safety training programs

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$851,415$836,810▼ $14,605
Cash and Non-Interest-Bearing Accounts$597,553$584,921▼ $12,632
Savings and Temporary Cash Investments$250,053$250,053→ $0
Accounts Receivable$13,349$11,717▼ $1,632
Prepaid Expenses and Deferred Charges$967$748▼ $219
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$861,922$847,439▼ $14,483
Liabilities
Accounts Payable and Accrued Expenses$10,507$10,629▲ $122
Total Liabilities$10,507$10,629▲ $122
Net Assets / Fund Balance
Total Net Assets Fund Balance$851,415$836,810▼ $14,605
Total Liabilities and Net Assets / Fund Balance$861,922$847,439▼ $14,483
Compensation and Service Providers
Top Officer Pay27th percentile

Board Members and Trustees

NameTitle
William WaggonerAlternate Trustee
Dan BillyTrustee
James HulseTrustee
Mickey AdamsTrustee
Ron SikorskiTrustee
Wes MayTrustee
Joseph R EhrbarFund Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$172,805
Investment Income
$1,220
Other Revenue
$300
Change in Net Assets
$-14,605

Audited Revenue Reconciliation

Revenue per Audited Statements
$174,325
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$174,325
Total Revenue per Form 990
$174,325
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$188,930
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 Legal-$12,000-$12,000
Fees for Services Management-$6,000-$6,000
Fees for Services Accounting-$3,800-$3,800
Fees for Services Other-$180-$180
Other Expenses$10--$10
Total Functional Expenses$166,950$21,980$0$188,930

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$188,930
Total Expenses per Audited Statements$188,930
Total Expenses per Form 990$188,930
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
In-house lobbying only
Yes
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
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

Form 990, Part VI, Section A, Line 3

“Operating engineers funds, inc. Manages the fund and provides bookkeeping services.”

Form 990, Part VI, Section A, Line 6

“Those employers who participate in a joint labor-management safety committee, which has established a written safety plan and who develop or project annual workers' compensation premiums of $2 million or more on work covered by the collective bargaining agreement, may participate in the workers' compensation trust fund. Also, individual employers that are not part of such a group may participate in this program and must develop or project annual workers' compensation premiums of $250,000 or more on work covered by the collective bargaining agreement.”

Form 990, Part VI, Section B, Line 11

“The board of trustees reviews the form 990 at their board meeting before filing the return.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, policies and financial statements are available for public inspection at the administrative office located at 100 east corson street, pasadena, ca 90013.”

Filing and Contact Details

Filer

Filer Name
Operating Engineers Workers Compensation
EIN
95-4779189
Phone
6263561000
Address
100 E CORSON STREET, PASADENA, CA 91103

Signing Officer

Name
Joseph R Ehrbar
Title
Fund Manager
Phone
6263561000
Signed
2015-05-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph R Ehrbar
Formed
2000
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Bernard Kotkin and 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 XII, Line 2C

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

Raw XML Appendix359 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OPERATING ENGINEERS FUNDS, INC. MANAGES THE FUND AND PROVIDES BOOKKEEPING SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THOSE EMPLOYERS WHO PARTICIPATE IN A JOINT LABOR-MANAGEMENT SAFETY COMMITTEE, WHICH HAS ESTABLISHED A WRITTEN SAFETY PLAN AND WHO DEVELOP OR PROJECT ANNUAL WORKERS' COMPENSATION PREMIUMS OF $2 MILLION OR MORE ON WORK COVERED BY THE COLLECTIVE BARGAINING AGREEMENT, MAY PARTICIPATE IN THE WORKERS' COMPENSATION TRUST FUND. ALSO, INDIVIDUAL EMPLOYERS THAT ARE NOT PART OF SUCH A GROUP MAY PARTICIPATE IN THIS PROGRAM AND MUST DEVELOP OR PROJECT ANNUAL WORKERS' COMPENSATION PREMIUMS OF $250,000 OR MORE ON WORK COVERED BY THE COLLECTIVE BARGAINING AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES REVIEWS THE FORM 990 AT THEIR BOARD MEETING BEFORE FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR PUBLIC INSPECTION AT THE ADMINISTRATIVE OFFICE LOCATED AT 100 EAST CORSON STREET, PASADENA, CA 90013.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DOES NOT HAVE A SEPARATE AUDIT COMMITTEE. THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0952694167
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0TO ADMINISTER THE TRUST FUND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0OPERATING ENGINEERS FUNDS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0100 EAST CORSON STREET
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0PASADENA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd091103
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0861922
IRS990/TotalAssetsEOYAmt0847439
IRS990/TotalAssetsGrp/BOYAmt0861922
IRS990/TotalAssetsGrp/EOYAmt0847439
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt021980
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0166950
IRS990/TotalFunctionalExpensesGrp/TotalAmt0188930
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010507
IRS990/TotalLiabilitiesEOYAmt010629
IRS990/TotalLiabilitiesGrp/BOYAmt010507
IRS990/TotalLiabilitiesGrp/EOYAmt010629
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0851415
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0836810
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0166950
IRS990/TotalProgramServiceRevenueAmt0172805
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0174325
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0174325
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0861922
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0847439
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 EAST CORSON STREET
IRS990/USAddress/CityNm0PASADENA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091103
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH R EHRBAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FUND MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum06263561000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OPERATING ENGINEERS WORKERS COMPENSATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0954779189
ReturnHeader/Filer/PhoneNum06263561000
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 E CORSON STREET
ReturnHeader/Filer/USAddress/CityNm0PASADENA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952556670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERNARD KOTKIN AND COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0533 S FREMONT AVENUE SUITE 802
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090071
ReturnHeader/PreparerPersonGrp/PhoneNum02138929090
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BERNARD KOTKIN COMPANY LLP
ReturnHeader/ReturnTs02015-06-01T19:05:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$847,439
Liabilities
$10,629
Net assets
$836,810
Revenue
$174,325
Expenses
$188,930
Net income
-$14,605
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