Civic Intelligence

Operating Engineers Workers Compensation Trust Fund

990 • Fiscal year 2017 • EIN 95-4779189

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 09, 2018

Organization Profilen/a
100 Corson StPasadena, CA 91103

(626) 356-1000

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

45th percentile

0.01x

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

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Net Margin

98th percentile

63%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

17th percentile

$0

Higher top officer pay than 17% of similar nonprofits.

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

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

85th percentile

17%

Faster revenue growth than 85% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$1,180,168

Up $150,699 (+15%) from 2016

Net Assets

Up

$1,176,707

Up $151,259 (+15%) from 2016

Liabilities

Down

$3,461

Down $560 (-14%) from 2016

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin98th percentile

Revenue

Up

$238,081

Up $35,036 (+17%) from 2016

Expenses

Down

$89,147

Down $11,941 (-12%) from 2016

Net Income

Up

$148,934

Up $46,977 (+46%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2017

Assets$1,180,168
Liabilities$3,461
Net Assets$1,176,707
Open 2017 Filing

Operations Trend

Revenue Growth85th 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

2017

Revenue$238,081
Expenses$89,147
Net Income$148,934
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$238,081
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,025,448$1,176,707▲ $151,259
Savings and Temporary Cash Investments$250,053$654,297▲ $404,244
Investments in Publicly Traded Securities$497,318$501,134▲ $3,816
Cash and Non-Interest-Bearing Accounts$267,666$0▼ $267,666
Accounts Receivable$13,619$23,802▲ $10,183
Prepaid Expenses and Deferred Charges$813$935▲ $122
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$1,029,469$1,180,168▲ $150,699
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$4,021$3,461▼ $560
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$4,021$3,461▼ $560
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,025,448$1,176,707▲ $151,259
Total Liabilities and Net Assets / Fund Balance$1,029,469$1,180,168▲ $150,699
Compensation and Service Providers
Top Officer Pay17th percentile

Board Members and Trustees

NameTitle
Carl MendenhallAlternate Trustee
Dan BillyAlternate Trustee
James HulseTrustee
Mickey AdamsTrustee
Ronald J SikorksiTrustee
Wes MayTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$226,834
Investment Income
$11,097
Other Revenue
$150
Change in Net Assets
$148,934

Audited Revenue Reconciliation

Revenue per Audited Statements
$238,081
Revenue Not Reported on Form 990
$-6,118
Total Revenue per Audited Statements
$231,963
Total Revenue per Form 990
$238,081
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$89,147
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---$65,009
Fees for Services Legal---$12,000
Fees for Services Management---$6,000
Fees for Services Accounting---$4,190
Insurance---$1,748
Office Expenses---$200
Total Functional Expenses$0$0$0$89,147

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$89,147
Total Expenses per Audited Statements$89,147
Total Expenses per Form 990$89,147
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 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
Filing and Contact Details

Filer

Filer Name
Operating Engineers Workers Compensation
EIN
95-4779189
In Care Of
% JOSEPH R EHRBAR
Phone
6263561000
Address
100 CORSON ST, PASADENA, CA 91103

Signing Officer

Name
Chuck Killian
Title
CFO
Phone
6263561000
Signed
2018-11-09
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
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 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. Part vi, line 3: operating engineers funds, inc. Oversees management duties and provides bookkeeping services. Part vi, lines 6-7: the voting members of the trust consists of six trustees, two "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 19: the trust's governing documents, policies, and financial statements are available for inspection upon request. Additionally, copies of financial statements are distributed to the trustees on a regular basis.”

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 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 415 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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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 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.
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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. PART VI, LINE 3: OPERATING ENGINEERS FUNDS, INC. OVERSEES MANAGEMENT DUTIES AND PROVIDES BOOKKEEPING SERVICES. PART VI, LINES 6-7: THE VOTING MEMBERS OF THE TRUST CONSISTS OF SIX TRUSTEES, TWO "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 19: THE TRUST'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION UPON REQUEST. ADDITIONALLY, COPIES OF FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE TRUSTEES ON A REGULAR BASIS.
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,180,168
Liabilities
$3,461
Net assets
$1,176,707
Revenue
$238,081
Expenses
$89,147
Net income
$148,934
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