Civic Intelligence

Operating Engineers Local 501 Security Fund

990 • Fiscal year 2011 • EIN 95-6049026

Oct 01, 2010 to Sep 30, 2011 • Filed on Jul 11, 2012

13191 CROSSROADS PKWY NORTH No 20591746
Siviq Scores

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

Liabilities / Assets

93rd percentile

0.66x

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

2011 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

57th percentile

5.3%

Faster asset growth than 57% of similar nonprofits.

2011 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$14,901,906

Up $753,115 (+5.3%) from 2010

Net Assets

Down

$5,033,517

Down $380,344 (-7.0%) from 2010

Liabilities

Up

$9,868,389

Up $1,133,459 (+13%) from 2010

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$34,906,471

Up $5,333,545 (+18%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $14,148,791Liabilities 2010: $8,734,930Net Assets 2010: $5,413,8612010Assets 2011: $14,901,906Liabilities 2011: $9,868,389Net Assets 2011: $5,033,5172011Assets 2012: $14,282,441Liabilities 2012: $8,176,307Net Assets 2012: $6,106,1342012Assets 2013: $17,149,639Liabilities 2013: $10,079,489Net Assets 2013: $7,070,1502013Assets 2014: $23,538,276Liabilities 2014: $8,377,285Net Assets 2014: $15,160,9912014Assets 2015: $34,580,326Liabilities 2015: $8,317,075Net Assets 2015: $26,263,2512015Assets 2016: $49,058,038Liabilities 2016: $8,804,430Net Assets 2016: $40,253,6082016Assets 2017: $58,093,638Liabilities 2017: $8,417,477Net Assets 2017: $49,676,1612017Assets 2018: $71,260,739Liabilities 2018: $13,023,135Net Assets 2018: $58,237,6042018Assets 2019: $80,069,086Liabilities 2019: $10,390,871Net Assets 2019: $69,678,2152019Assets 2020: $91,769,992Liabilities 2020: $10,624,830Net Assets 2020: $81,145,1622020Assets 2021: $104,572,934Liabilities 2021: $12,511,917Net Assets 2021: $92,061,0172021Assets 2022: $102,185,036Liabilities 2022: $13,827,759Net Assets 2022: $88,357,2772022Assets 2023: $114,241,771Liabilities 2023: $16,998,699Net Assets 2023: $97,243,0722023Assets 2024: $130,281,600Liabilities 2024: $17,830,318Net Assets 2024: $112,451,2822024

Highlighted filing

2011

Assets$14,901,906
Liabilities$9,868,389
Net Assets$5,033,517

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80M$60M$40M$20M$0Expenses 2010: $29,572,9262010Expenses 2011: $34,906,4712011Expenses 2012: $36,014,6782012Expenses 2013: $38,965,3512013Revenue 2014: $46,669,646Expenses 2014: $38,221,462Net Income 2014: $8,448,1842014Revenue 2015: $48,024,909Expenses 2015: $36,940,252Net Income 2015: $11,084,6572015Revenue 2016: $48,507,449Expenses 2016: $35,328,969Net Income 2016: $13,178,4802016Revenue 2017: $45,622,667Expenses 2017: $36,027,649Net Income 2017: $9,595,0182017Revenue 2018: $46,175,139Expenses 2018: $36,651,271Net Income 2018: $9,523,8682018Revenue 2019: $49,108,296Expenses 2019: $37,835,619Net Income 2019: $11,272,6772019Revenue 2020: $47,986,742Expenses 2020: $39,029,254Net Income 2020: $8,957,4882020Revenue 2021: $56,458,139Expenses 2021: $42,983,128Net Income 2021: $13,475,0112021Revenue 2022: $56,913,937Expenses 2022: $48,746,090Net Income 2022: $8,167,8472022Revenue 2023: $60,448,238Expenses 2023: $55,555,813Net Income 2023: $4,892,4252023Revenue 2024: $63,748,807Expenses 2024: $59,157,490Net Income 2024: $4,591,3172024

Highlighted filing

2011

Revenue-
Expenses$34,906,471
Net Income-
Jump To
Filing Snapshot
Filing Period
Oct 1, 2010 to Sep 30, 2011
Signed
Jul 11, 2012
Return Version
2010v3.4
Gross Receipts
$36,973,459
Mission and Program Overview

Mission

To provide health and welfare benefits.

Filing and Contact Details

Filer

EIN
95-6049026
Raw XML Appendix395 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/GeneralExplanation/Explanation0THE TRUSTEES HAVE CONTRACTED WITH A THIRD PARTY ADMINISTRATOR TO PERFORM THE EVERYDAY ADMINISTRATION OF THE FUND.
IRS990ScheduleO/GeneralExplanation/Explanation1A COPY OF FORM 990 WAS PRESENTED TO THE TRUSTEES FOR REVIEW AND SIGNATURE.
IRS990ScheduleO/GeneralExplanation/Explanation2SUMMARY ANNUAL REPORTS ARE PROVIDED TO ALL PARTICIPANTS ANNUALLY AND SPDS ARE AVAILABLE FROM THE ADMINISTRATOR UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation3PAUL BENSI - 13191 CROSSROADS PKWY NORTH, NO.205, CITY OF INDUSTRY, CA 91746. MIKE LATHAM - 921 E. 61ST STREET, LOS ANGELES, CA 90017. CHRISTOPHER BROWN - 2405 WEST THIRD STREET, LOS ANGELES, CA 90057. EDWARD CURLY - 2405 WEST THIRD STREET, LOS ANGELES, CA 90057. MILLIE BISONO - 13191 CROSSROADS PKWY NORTH, NO.205, CITY OF INDUSTRY, CA 91746. JESS ATKINSON - 301 DEAURILLE ST., LAS VEGAS, NV 89106. WENDY NUTT - 13191 CROSSROADS PKWY NORTH, NO.205, CITY OF INDUSTRY, CA 91746.
IRS990ScheduleO/GeneralExplanation/Explanation4Net unrealized losses on investments: -87,961.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Section A, line 3
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Section B, line 11
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IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VII
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ReturnHeader/Filer/Name/BusinessNameLine10OPERATING ENGINEERS LOCAL 501 SECURITY FUND
ReturnHeader/Filer/NameControl0OPER
ReturnHeader/Filer/Phone08664454294
ReturnHeader/Filer/USAddress/AddressLine1013191 CROSSROADS PKWY NORTH No 205
ReturnHeader/Filer/USAddress/City0CITY OF INDUSTRY
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode091746
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-07-11
ReturnHeader/Officer/Name0EDWARD CURLY
ReturnHeader/Officer/Phone02133851561
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Henningfield & Associates Inc
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1027913 Smyth Drive
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Valencia
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode091355
ReturnHeader/Preparer/Name0RANDY D HENNINGFIELD
ReturnHeader/Preparer/Phone06612953363
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02010-10-01
ReturnHeader/TaxPeriodEndDate02011-09-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-07-11T15:33:51-05:00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$130$17.8$112$63.7$59.2$4.59
2023Detailed filing. Detailed filing data is available for this year.$114$17.0$97.2$60.4$55.6$4.89
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$102$13.8$88.4$56.9$48.7$8.17
2021Detailed filing. Detailed filing data is available for this year.$105$12.5$92.1$56.5$43.0$13.5
2020Detailed filing. Detailed filing data is available for this year.$91.8$10.6$81.1$48.0$39.0$8.96
2019Detailed filing. Detailed filing data is available for this year.$80.1$10.4$69.7$49.1$37.8$11.3
2018Detailed filing. Detailed filing data is available for this year.$71.3$13.0$58.2$46.2$36.7$9.52
2017Detailed filing. Detailed filing data is available for this year.$58.1$8.42$49.7$45.6$36.0$9.60
2016Detailed filing. Detailed filing data is available for this year.$49.1$8.80$40.3$48.5$35.3$13.2
2015Detailed filing. Detailed filing data is available for this year.$34.6$8.32$26.3$48.0$36.9$11.1
2014Detailed filing. Detailed filing data is available for this year.$23.5$8.38$15.2$46.7$38.2$8.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.1$10.1$7.07$39.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.3$8.18$6.11$36.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.9$9.87$5.03$34.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$8.73$5.41$29.6