Civic Intelligence

Operating Engineers Health and Welfare Fund

EIN 95-6034886 • 501(c)9 • Pasadena, CA

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Profile

The fund's mission is to administer and provide medical, dental, vision, prescription drugs, disability and death benefits to the active and retired members of i.u.o.e local 12 and their dependents and beneficiaries.

100 Corson St Ste 100Pasadena, CA 91103

www.oefi.org

Siviq Scores

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

Liabilities / Assets

98th percentile

1.36x

Higher debt load relative to assets than 98% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

93rd percentile

0.64x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

17th percentile

-7.9%

Higher net margin than 17% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

80th percentile

$318,391

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Asset Growth

19th percentile

-3.3%

Faster asset growth than 19% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

37th percentile

4.4%

Faster revenue growth than 37% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets98th percentile

Assets

Down

$147,480,917

Down $5,084,607 (-3.3%) from 2023

Liabilities

Up

$200,357,179

Up $15,774,047 (+8.5%) from 2023

Net Assets

Down

-$52,876,262

Down $20,858,654 (-65%) from 2023

Operations
Liabilities / Revenue93rd percentileNet Margin17th percentile

Revenue

Up

$313,233,018

Up $13,251,285 (+4.4%) from 2023

Expenses

Up

$337,865,941

Up $27,956,101 (+9.0%) from 2023

Net Income

Down

-$24,632,923

Down $14,704,816 (-148%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

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

$300M$200M$100M$0-$100MAssets 2010: $35,810,716Liabilities 2010: $108,321,834Net Assets 2010: -$72,511,1182010Assets 2011: $56,845,991Liabilities 2011: $105,348,272Net Assets 2011: -$48,502,2812011Assets 2012: $62,306,749Liabilities 2012: $125,414,882Net Assets 2012: -$63,108,1332012Assets 2013: $65,203,088Liabilities 2013: $107,177,130Net Assets 2013: -$41,974,0422013Assets 2014: $85,820,862Liabilities 2014: $118,286,775Net Assets 2014: -$32,465,9132014Assets 2015: $88,748,295Liabilities 2015: $120,525,769Net Assets 2015: -$31,777,4742015Assets 2016: $100,698,981Liabilities 2016: $131,017,198Net Assets 2016: -$30,318,2172016Assets 2017: $118,547,688Liabilities 2017: $134,110,196Net Assets 2017: -$15,562,5082017Assets 2018: $137,124,048Liabilities 2018: $142,515,835Net Assets 2018: -$5,391,7872018Assets 2019: $143,977,886Liabilities 2019: $150,240,923Net Assets 2019: -$6,263,0372019Assets 2020: $158,654,952Liabilities 2020: $154,597,104Net Assets 2020: $4,057,8482020Assets 2021: $177,217,807Liabilities 2021: $161,723,196Net Assets 2021: $15,494,6112021Assets 2022: $155,541,589Liabilities 2022: $179,120,821Net Assets 2022: -$23,579,2322022Assets 2023: $152,565,524Liabilities 2023: $184,583,132Net Assets 2023: -$32,017,6082023Assets 2024: $147,480,917Liabilities 2024: $200,357,179Net Assets 2024: -$52,876,2622024

Highlighted filing

2024

Assets$147,480,917
Liabilities$200,357,179
Net Assets-$52,876,262
Open 2024 Filing

Operations Trend

Revenue Growth37th percentile

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

$400M$300M$200M$100M$0-$100MExpenses 2010: $207,677,8992010Expenses 2011: $164,357,1442011Expenses 2012: $226,237,4442012Revenue 2013: $214,587,624Expenses 2013: $192,513,843Net Income 2013: $22,073,7812013Revenue 2014: $217,071,727Expenses 2014: $208,680,127Net Income 2014: $8,391,6002014Revenue 2015: $228,040,558Expenses 2015: $225,596,313Net Income 2015: $2,444,2452015Revenue 2016: $236,754,703Expenses 2016: $234,561,666Net Income 2016: $2,193,0372016Revenue 2017: $248,267,214Expenses 2017: $234,671,771Net Income 2017: $13,595,4432017Revenue 2018: $252,714,947Expenses 2018: $241,850,613Net Income 2018: $10,864,3342018Revenue 2019: $255,374,574Expenses 2019: $260,238,135Net Income 2019: -$4,863,5612019Revenue 2020: $264,361,794Expenses 2020: $252,205,689Net Income 2020: $12,156,1052020Revenue 2021: $271,504,850Expenses 2021: $264,682,976Net Income 2021: $6,821,8742021Revenue 2022: $276,719,085Expenses 2022: $308,334,285Net Income 2022: -$31,615,2002022Revenue 2023: $299,981,733Expenses 2023: $309,909,840Net Income 2023: -$9,928,1072023Revenue 2024: $313,233,018Expenses 2024: $337,865,941Net Income 2024: -$24,632,9232024

Highlighted filing

2024

Revenue$313,233,018
Expenses$337,865,941
Net Income-$24,632,923
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$147,480,917
Liabilities
$200,357,179
Net assets
-$52,876,262
Revenue
$313,233,018
Expenses
$337,865,941
Net income
-$24,632,923
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$147$200$52.9$313$338$24.6
2023Detailed filing. Detailed filing data is available for this year.$153$185$32.0$300$310$9.93
2022Detailed filing. Detailed filing data is available for this year.$156$179$23.6$277$308$31.6
2021Detailed filing. Detailed filing data is available for this year.$177$162$15.5$272$265$6.82
2020Detailed filing. Detailed filing data is available for this year.$159$155$4.06$264$252$12.2
2019Detailed filing. Detailed filing data is available for this year.$144$150$6.26$255$260$4.86
2018Detailed filing. Detailed filing data is available for this year.$137$143$5.39$253$242$10.9
2017Detailed filing. Detailed filing data is available for this year.$119$134$15.6$248$235$13.6
2016Detailed filing. Detailed filing data is available for this year.$101$131$30.3$237$235$2.19
2015Detailed filing. Detailed filing data is available for this year.$88.7$121$31.8$228$226$2.44
2014Detailed filing. Detailed filing data is available for this year.$85.8$118$32.5$217$209$8.39
2013Summary only. Only limited summary data is available for this year.$65.2$107$42.0$215$193$22.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$62.3$125$63.1$226
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.8$105$48.5$164
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.8$108$72.5$208
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 2, 2025
Return Version
2023v6.0
Gross Receipts
$395,810,917
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$89,734,886$81,999,999▼ $7,734,887
Accounts Receivable$42,502,147$40,840,203▼ $1,661,944
Savings and Temporary Cash Investments$20,127,506$24,440,715▲ $4,313,209
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
Prepaid Expenses and Deferred Charges$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-32,017,608$-52,876,262▼ $20,858,654
Total Assets$152,565,524$147,480,917▼ $5,084,607
Other Assets Total$200,985$200,000▼ $985
Liabilities
Other Liabilities$183,417,342$198,935,012▲ $15,517,670
Accounts Payable and Accrued Expenses$1,165,790$1,422,167▲ $256,377
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$184,583,132$200,357,179▲ $15,774,047
Net Assets / Fund Balance
Total Net Assets Fund Balance$-32,017,608$-52,876,262▼ $20,858,654
Total Liabilities and Net Assets / Fund Balance$152,565,524$147,480,917▼ $5,084,607
Compensation and Service Providers
Top Officer Pay80th percentile

Board Members and Trustees

NameTitle
Employee Id 00889Director of Human Resources
Employee Id 00589Director of It Applications
Employee Id 03493Director of Training
Dave GarbarinoTrustee
Dave GrecoTrustee
George ButorovichTrustee
Jaimie AngusTrustee
Jim RyanTrustee
Joe Rangel JrTrustee
John CooperTrustee
Ken HuntTrustee
Michael CrawfordTrustee
Patrick VelasquezTrustee
Perry HawkinsTrustee
Robert NintemanTrustee
Stanley HowardTrustee
david sikorskitrustee
shawn kinseyTrustee
Employee Id 05145Chief Financial Officer
Employee Id 05084Chief Information Officer
Employee Id 00468fund manager

Highest Paid Contractors

ContractorServicesLocationCompensation
National Investment ServicesInvest. ManagementPO Box 3110, Milwaukee, WI 53201$344,279
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$309,205,842
Investment Income
$4,027,176
Other Revenue
$0
Change in Net Assets
$-24,632,923

Audited Revenue Reconciliation

Revenue per Audited Statements
$313,233,018
Revenue Not Reported on Form 990
$3,774,269
Total Revenue per Audited Statements
$317,007,287
Total Revenue per Form 990
$313,233,018
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,004,689
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
Benefits to Members---$321,861,252
Fees for Services Legal---$587,121
Fees for Service Investment Mgmnt Fees---$437,173
Fees for Services Other---$404,477
Fees for Services Accounting---$306,260
Other Expenses---$56,848
Office Expenses---$11,160
All Other Expenses---$6,899
Total Functional Expenses$0$0$0$337,865,941

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$337,865,941
Total Expenses per Audited Statements$337,865,941
Total Expenses per Form 990$337,865,941
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
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$197,704,000
Checking Accounts-outstanding Items$1,070,130
Pending Investment Transactions,net$160,882
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
Yes
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 AND 7:

“the voting members of the fund consists of fourteen trustees, seven "employer trusteesseven trustees".”

PART VI, LINE 11B:

“form 990 was distributed to the responsible fund administrators (includes members of the board of trustees) and was reviewed before it was filed.”

PART VI, LINES 15A AND 15B:

“the fund shares common trustees with the operating engineers funds, inc. (a related organization) which pays the salaries to the employees and is reimbursed by the fund for its allocable share. the board of trustees of the operating engineers funds, inc. reviews the salaries of employees to comparable salaries of similar positions.”

PART VI, LINE 19:

“the fund'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.”

Filing and Contact Details

Filer

Filer Name
Operating Engineers Health and Welfare Fund
EIN
95-6034886
In Care Of
% MICHAEL B DE CHELLIS
Phone
6263561000
Address
100 CORSON ST STE 100, PASADENA, CA 91103

Signing Officer

Name
David Sikorski
Title
Chairman
Phone
6263561000
Signed
2025-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael B De Chellis
Formed
1954
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
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, LINES 1 AND 4A:

“the operating engineers health and welfare fund (the "fund") is a multiemployer health benefit plan providing hospital-medical, dental, vision, prescription drug, life, accidental death and dismemberment, and disability benefits to eligible employees and their dependents. the fund provides certain medical benefit coverage for certain eligible retirees and their dependents.”

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 Fund and recognize a tax liability if the Fund has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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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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