Civic Intelligence

Operating Engineers Vacation-Holiday Savings Trust

990 • Fiscal year 2011 • EIN 95-6067144

Jul 01, 2010 to Jun 30, 2011 • Filed on Mar 21, 2012

Organization ProfileWWW.OEFUNDS.ORG

View Organization Page

100 East Corson Street91103
Siviq Scores

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

Liabilities / Assets

94th percentile

0.77x

Higher debt load relative to assets than 94% 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

40th percentile

1.4%

Faster asset growth than 40% 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.

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$22,446,557

Up $307,790 (+1.4%) from 2010

Net Assets

Down

$5,228,334

Down $90,389 (-1.7%) from 2010

Liabilities

Up

$17,218,223

Up $398,179 (+2.4%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$552,717

Down $5,529 (-1.0%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$60M$40M$20M$0Assets 2010: $22,138,767Liabilities 2010: $16,820,044Net Assets 2010: $5,318,7232010Assets 2011: $22,446,557Liabilities 2011: $17,218,223Net Assets 2011: $5,228,3342011Assets 2012: $24,875,056Liabilities 2012: $20,027,068Net Assets 2012: $4,847,9882012Assets 2013: $24,471,432Liabilities 2013: $20,012,782Net Assets 2013: $4,458,6502013Assets 2014: $25,273,101Liabilities 2014: $21,188,007Net Assets 2014: $4,085,0942014Assets 2015: $26,314,711Liabilities 2015: $22,710,571Net Assets 2015: $3,604,1402015Assets 2016: $27,370,604Liabilities 2016: $24,194,806Net Assets 2016: $3,175,7982016Assets 2017: $30,488,775Liabilities 2017: $27,188,835Net Assets 2017: $3,299,9402017Assets 2018: $35,811,437Liabilities 2018: $32,707,073Net Assets 2018: $3,104,3642018Assets 2019: $37,524,772Liabilities 2019: $33,511,353Net Assets 2019: $4,013,4192019Assets 2020: $40,527,625Liabilities 2020: $36,215,806Net Assets 2020: $4,311,8192020Assets 2021: $43,044,158Liabilities 2021: $37,325,712Net Assets 2021: $5,718,4462021Assets 2022: $42,831,581Liabilities 2022: $37,687,099Net Assets 2022: $5,144,4822022Assets 2023: $25,302,108Liabilities 2023: $19,183,261Net Assets 2023: $6,118,8472023Assets 2024: $26,855,890Liabilities 2024: $20,148,849Net Assets 2024: $6,707,0412024

Highlighted filing

2011

Assets$22,446,557
Liabilities$17,218,223
Net Assets$5,228,334
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MExpenses 2010: $558,2462010Expenses 2011: $552,7172011Expenses 2012: $619,1172012Expenses 2013: $624,7982013Revenue 2014: $97,582Expenses 2014: $610,592Net Income 2014: -$513,0102014Revenue 2015: $126,656Expenses 2015: $626,584Net Income 2015: -$499,9282015Revenue 2016: $136,454Expenses 2016: $722,755Net Income 2016: -$586,3012016Revenue 2017: $225,901Expenses 2017: $694,796Net Income 2017: -$468,8952017Revenue 2018: $45,088,137Expenses 2018: $45,448,943Net Income 2018: -$360,8062018Revenue 2019: $43,513,923Expenses 2019: $43,351,699Net Income 2019: $162,2242019Revenue 2020: $45,682,869Expenses 2020: $45,045,862Net Income 2020: $637,0072020Revenue 2021: $45,362,353Expenses 2021: $45,497,727Net Income 2021: -$135,3742021Revenue 2022: $49,350,906Expenses 2022: $47,455,941Net Income 2022: $1,894,9652022Revenue 2023: $53,492,597Expenses 2023: $52,518,232Net Income 2023: $974,3652023Revenue 2024: $53,323,686Expenses 2024: $52,735,492Net Income 2024: $588,1942024

Highlighted filing

2011

Revenue-
Expenses$552,717
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Mar 21, 2012
Return Version
2010v3.4
Gross Receipts
$25,568,775
Mission and Program Overview

Mission

Collection of vacation withholding and distribution of vacation benefit checks.

Filing and Contact Details

Filer

EIN
95-6067144
Raw XML AppendixShowing 400 of 550 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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IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs0254142
IRS990ScheduleJ/Form990ScheduleJPartII/CompBasedOnRelatedOrgs1214607
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990FilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/CompReportPrior990RelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs012987
IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs112987
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0PER THE TRAVEL AND EXPENSE REIMBURSEMENT POLICY, IF TRAVEL TIME EXCEEDS TWO HOURS AND IS NOT ON THE WEST COAST, FIRST-CLASS TRAVEL IS AN OPTION. OTHERWISE, AIR TRAVEL IS LIMITED TO COACH.
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0PART I, LINE 1A
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0MICHAEL P GRAYDON
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1MARGARET BOWEN
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs015408
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs115408
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0282537
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1243002
IRS990/ScheduleJRequired01
IRS990ScheduleJ/SeverancePayment00
IRS990ScheduleJ/SubstantiationRequired01
IRS990ScheduleJ/SupplementalNonqualRetirePlan00
IRS990ScheduleJ/WrittenEmploymentContract0X
IRS990ScheduleO/GeneralExplanation/Explanation0THERE ARE NO COMMITTEES.
IRS990ScheduleO/GeneralExplanation/Explanation1THE BOARD OF TRUSTEES AND THE FUND MANAGER REVIEWS THE FORM 990 BEFORE FILING THE RETURN.
IRS990ScheduleO/GeneralExplanation/Explanation2THE FUND MANAGER NEGOTIATED AN EMPLOYMENT CONTRACT WITH THE BOARD OF TRUSTEES. COMPENSATION FOR THE OTHER KEY EMPLOYEES AND HIGHEST COMPENSATED EMPLOYEES IS BASED ON COMPARABLE COMPENSATION AT SIMILAR ORGANIZATIONS. COMPENSATION FOR THESE INDIVIDUALS WAS ADJUSTED BY THE FUND MANAGER IN THE FISCAL YEAR 2010.

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$22,446,557
Liabilities
$17,218,223
Net assets
$5,228,334
Revenue
-
Expenses
$552,717
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.9$20.1$6.71$53.3$52.7$0.59
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.3$19.2$6.12$53.5$52.5$0.97
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.8$37.7$5.14$49.4$47.5$1.89
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.0$37.3$5.72$45.4$45.5$0.14
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.5$36.2$4.31$45.7$45.0$0.64
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.5$33.5$4.01$43.5$43.4$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.8$32.7$3.10$45.1$45.4$0.36
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.5$27.2$3.30$0.23$0.69$0.47
2016Detailed filing. Detailed filing data is available for this year.$27.4$24.2$3.18$0.14$0.72$0.59
2015Detailed filing. Detailed filing data is available for this year.$26.3$22.7$3.60$0.13$0.63$0.50
2014Detailed filing. Detailed filing data is available for this year.$25.3$21.2$4.09$0.10$0.61$0.51
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.5$20.0$4.46$0.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.9$20.0$4.85$0.62
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.4$17.2$5.23$0.55
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.1$16.8$5.32$0.56