Civic Intelligence

Operating Engineers Workers Compensation Trust Fund

990 • Fiscal year 2019 • EIN 95-4779189

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 11, 2020

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

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

36th percentile

0.00x

Higher debt load relative to revenue than 36% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Net Margin

99th percentile

76%

Higher net margin than 99% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

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.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Asset Growth

78th percentile

16%

Faster asset growth than 78% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

40%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,534,714

Up $217,209 (+16%) from 2018

Net Assets

Up

$1,533,715

Up $242,246 (+19%) from 2018

Liabilities

Down

$999

Down $25,037 (-96%) from 2018

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin99th percentile

Revenue

Up

$314,231

Up $89,632 (+40%) from 2018

Expenses

Down

$76,818

Down $25,305 (-25%) from 2018

Net Income

Up

$237,413

Up $114,937 (+94%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2019

Assets$1,534,714
Liabilities$999
Net Assets$1,533,715
Open 2019 Filing

Operations Trend

Revenue Growth95th 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

2019

Revenue$314,231
Expenses$76,818
Net Income$237,413
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 11, 2020
Return Version
2019v5.1
Gross Receipts
$314,231
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,291,469$1,533,715▲ $242,246
Investments in Publicly Traded Securities$506,490$1,173,933▲ $667,443
Savings and Temporary Cash Investments$754,499$321,612▼ $432,887
Accounts Receivable$55,377$38,134▼ $17,243
Prepaid Expenses and Deferred Charges$1,139$1,035▼ $104
Cash and Non-Interest-Bearing Accounts$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$1,317,505$1,534,714▲ $217,209
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$26,036$999▼ $25,037
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$26,036$999▼ $25,037
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,291,469$1,533,715▲ $242,246
Total Liabilities and Net Assets / Fund Balance$1,317,505$1,534,714▲ $217,209
Compensation and Service Providers
Top Officer Pay17th percentile

Board Members and Trustees

NameTitle
Carl MendenhallAlternate Trustee
perry hawkinsalternate trustee
dan billyalternate trustee - past
Dan HawnTrustee
Wes MayTrustee
james hulseTrustee
ronald j sikorskiTrustee
mickey adamstrustee - past
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$290,205
Investment Income
$24,026
Other Revenue
$0
Change in Net Assets
$237,413

Audited Revenue Reconciliation

Revenue per Audited Statements
$314,231
Revenue Not Reported on Form 990
$4,833
Total Revenue per Audited Statements
$319,064
Total Revenue per Form 990
$314,231
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$76,818
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---$51,374
Fees for Services Legal---$12,000
Fees for Services Management---$6,000
Fees for Services Accounting---$5,000
Insurance---$2,174
Office Expenses---$270
Total Functional Expenses$0$0$0$76,818

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$76,818
Total Expenses per Audited Statements$76,818
Total Expenses per Form 990$76,818
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
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
Joseph R Ehrbar
Title
fund manager
Phone
6263561000
Signed
2020-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph R Ehrbar
Formed
2000
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
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 administrative services. part vi, lines 6-7: the voting members of the trust consists of six trustees, three "employer trusteesthree trustees". there is one vacancy on the employer sideone vacancy 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. part ix, line 11g: consulting fees $51,374”

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 AppendixShowing 400 of 422 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt026036
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0999
IRS990/AccountsReceivableGrp/BOYAmt055377
IRS990/AccountsReceivableGrp/EOYAmt038134
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JOSEPH R EHRBAR
IRS990/BooksInCareOfDetail/PhoneNum06263561000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 CORSON ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0pasadena
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091103
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt024026
IRS990/CYOtherExpensesAmt076818
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0290205
IRS990/CYRevenuesLessExpensesAmt0237413
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt076818
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0314231
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0SEE SCHEDULE O
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt05000
IRS990/FeesForServicesLegalGrp/TotalAmt012000
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt06000
IRS990/FeesForServicesOtherGrp/TotalAmt051374
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0DAN HAWN
IRS990/Form990PartVIISectionAGrp/PersonNm1james hulse
IRS990/Form990PartVIISectionAGrp/PersonNm2ronald j sikorski
IRS990/Form990PartVIISectionAGrp/PersonNm3WES MAY
IRS990/Form990PartVIISectionAGrp/PersonNm4CARL MENDENHALL
IRS990/Form990PartVIISectionAGrp/PersonNm5perry hawkins
IRS990/Form990PartVIISectionAGrp/PersonNm6mickey adams
IRS990/Form990PartVIISectionAGrp/PersonNm7dan billy
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5alternate trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6trustee - past
IRS990/Form990PartVIISectionAGrp/TitleTxt7alternate trustee - past
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0314231
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt02174
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt024026
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt024026
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0506490
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01173933
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01291469
IRS990/NetAssetsOrFundBalancesEOYAmt01533715
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt04833
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt0270
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01139
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01035
IRS990/PrincipalOfficerNm0JOSEPH R EHRBAR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1ADMINISTRATIVE FEES INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0195995
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt194210
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0195995
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt194210
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt014397
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0102123
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0210202
IRS990/PYRevenuesLessExpensesAmt0122476
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0102123
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0224599
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0237413
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01291469
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01533715
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0754499
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0321612
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt076818
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt04833
IRS990ScheduleD/RevenueNotReportedAmt04833
IRS990ScheduleD/RevenueSubtotalAmt0314231
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/TotalExpensesPerForm990Amt076818
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0314231
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0319064
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt076818
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 administrative services. part vi, lines 6-7: the voting members of the trust consists of six trustees, three "employer trusteesthree trustees". there is one vacancy on the employer sideone vacancy 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. part ix, line 11g: consulting fees $51,374
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINES 1 AND 4A:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0952694167
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PROVIDE ADMIN SRV
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0OPERATING ENGINEERS FUNDS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0100 CORSON ST
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0PASADENA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd091103
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01317505
IRS990/TotalAssetsEOYAmt01534714
IRS990/TotalAssetsGrp/BOYAmt01317505
IRS990/TotalAssetsGrp/EOYAmt01534714
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt076818
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt026036
IRS990/TotalLiabilitiesEOYAmt0999
IRS990/TotalLiabilitiesGrp/BOYAmt026036
IRS990/TotalLiabilitiesGrp/EOYAmt0999
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01291469
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01533715
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0290205
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt024026
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0290205
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0314231
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01317505
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01534714
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 CORSON ST
IRS990/USAddress/CityNm0PASADENA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd091103
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0n/a
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH R EHRBAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0fund manager
ReturnHeader/BusinessOfficerGrp/PhoneNum06263561000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Operating Engineers Workers Compensation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Trust Fund
ReturnHeader/Filer/BusinessNameControlTxt0OPER
ReturnHeader/Filer/EIN0954779189
ReturnHeader/Filer/InCareOfNm0% JOSEPH R EHRBAR
ReturnHeader/Filer/PhoneNum06263561000

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,534,714
Liabilities
$999
Net assets
$1,533,715
Revenue
$314,231
Expenses
$76,818
Net income
$237,413
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