Civic Intelligence

Operating Engineers Vacation-Holiday Savings Trust

990 • Fiscal year 2014 • EIN 95-6067144

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 27, 2015

Organization ProfileWWW.OEFUNDS.ORG

View Organization Page

100 East Corson Street91103

(626) 356-1000

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.84x

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

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

100th percentile

217.13x

Higher debt load relative to revenue than 100% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Net Margin

1st percentile

-526%

Higher net margin than 1% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

91st percentile

$267,580

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 274.2% of source-year revenue.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Asset Growth

42nd percentile

3.3%

Faster asset growth than 42% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Up

$25,273,101

Up $801,669 (+3.3%) from 2013

Net Assets

Down

$4,085,094

Down $373,556 (-8.4%) from 2013

Liabilities

Up

$21,188,007

Up $1,175,225 (+5.9%) from 2013

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin1st percentile

Revenue

$97,582

No earlier filing loaded for comparison.

Expenses

Down

$610,592

Down $14,206 (-2.3%) from 2013

Net Income

-$513,010

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2014

Assets$25,273,101
Liabilities$21,188,007
Net Assets$4,085,094
Open 2014 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

2014

Revenue$97,582
Expenses$610,592
Net Income-$513,010
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 27, 2015
Return Version
2013v4.0
Gross Receipts
$18,875,917
Mission and Program Overview

Mission

Collection of vacation withholding and distribution of vacation benefit checks.

To collect vacation withholding and distribute vacation & holiday benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$14,537,863$16,611,812▲ $2,073,949
Accounts Receivable$3,940,851$4,394,671▲ $453,820
Rtn Earn Endowment Incm Other Fnds$4,458,650$4,085,094▼ $373,556
Cash and Non-Interest-Bearing Accounts$5,883,322$4,027,705▼ $1,855,617
Savings and Temporary Cash Investments$32,068$90,835▲ $58,767
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$24,471,432$25,273,101▲ $801,669
Other Assets Total$77,328$148,078▲ $70,750
Liabilities
Other Liabilities$19,993,637$21,172,795▲ $1,179,158
Accounts Payable and Accrued Expenses$19,145$15,212▼ $3,933
Total Liabilities$20,012,782$21,188,007▲ $1,175,225
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,458,650$4,085,094▼ $373,556
Total Liabilities and Net Assets / Fund Balance$24,471,432$25,273,101▲ $801,669
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Rodney GoodwinChief Financial OfficerPT$149,986$149,986

Board Members and Trustees

NameTitle
Mickey J AdamsAlt. Chairman
William WaggonerChairman
Bruce CookseyTrustee
Dan BillyTrustee
Dan HawnTrustee
Dave GarbarinoTrustee
Jim RyanTrustee
Larry DavisonTrustee
Mike RoddyTrustee
Paul VonbergTrustee
Ron SikorskiTrustee
Matt EriegChief Operating Officer
Joseph EhrbarFund Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$94,055
Other Revenue
$3,527
Change in Net Assets
$-513,010

Audited Revenue Reconciliation

Revenue per Audited Statements
$97,582
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$46,769,555
Total Revenue per Audited Statements
$46,867,137
Total Revenue per Form 990
$97,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$342,453
Salaries, Compensation, and Employee Benefits$268,139
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$191,739-$191,739
Fees for Services Legal-$72,903-$72,903
Occupancy-$72,683-$72,683
Other Employee Benefits-$33,066-$33,066
Information Technology-$31,503-$31,503
Pension Plan Contributions-$29,565-$29,565
Fees for Service Investment Mgmnt Fees-$27,420-$27,420
Fees for Services Accounting-$17,974-$17,974
Fees for Services Other-$15,521-$15,521
Depreciation Depletion-$14,938-$14,938
Payroll Taxes-$13,769-$13,769
Insurance-$12,687-$12,687
Office Expenses-$10,167-$10,167
Other Expenses-$6,012-$6,012
Conferences and Meetings-$2,356-$2,356
Travel-$2,216-$2,216
Total Functional Expenses$0$610,592$0$610,592

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$47,347,148
Expenses Not Reported on Form 990$46,736,556
Expenses per Audited Statements$610,592
Total Expenses per Form 990$610,592
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Vacation Benefits Payable$20,931,277
Drafts Outstanding$241,518
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
Yes
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

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization's management duties are delegated to the operating engineers funds, inc.their responsibility is to maintain accounting records, internal fiancial statements and participant records.”

Form 990, Part VI, Section B, Line 11

“The board of trustees and the fund manager reviews the form 990 before filing the return.”

Form 990, Part VI, Section B, Line 15A

“The 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.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, policies and financial statements are available for inspection upon request at the administrative office, which is located at 100 east corson street, 1st floor, pasadena, ca.”

Form 990, Part VII, Section A. Column E

“Compensation disclosures: the organization, which is an erisa employee benefit fund, is governed by an uncompensated board of trustees and has no officers or employees, the day to day management, administration and operation of this fund is provided by a corporation, formed to provide these services to this and related benefit funds. The union trustees listed in part vii, section "a" have previously disclosed their compensation on their respective local's lm-2 filings with the department of labor.”

Filing and Contact Details

Filer

EIN
95-6067144
Phone
6263561000

Signing Officer

Name
Joseph Erhbar
Title
Fund Manager
Phone
6263561000
Signed
2015-03-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph R Erhbar
Formed
1965
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Phone
2138929090
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Reissue of vacation checks previously transferred to trust balance -92,440. Amounts deemed paid over to the trust pursuant to article 198,895. Vii, section 1 (f) of the trust agreement.”

Form 990, Part XII, Line 2C

“The process of review and independent accountant selection has remained unchanged.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america requires trust management to evaluate tax positions taken by the trust and recognize a tax liability (or asset) if the trust has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Vacation-holiday contributions.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Vacation benefits paid or payable”

Raw XML AppendixShowing 400 of 492 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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IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0COLLECTION OF VACATION WITHHOLDING AND DISTRIBUTION OF VACATION BENEFIT CHECKS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04458650
IRS990/NetAssetsOrFundBalancesEOYAmt04085094
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-111044
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-111044
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt032999
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt072683
IRS990/OccupancyGrp/TotalAmt072683
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010167
IRS990/OfficeExpensesGrp/TotalAmt010167
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt077328
IRS990/OtherAssetsTotalGrp/EOYAmt0148078
IRS990/OtherChangesInNetAssetsAmt0106455
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt033066
IRS990/OtherEmployeeBenefitsGrp/TotalAmt033066
IRS990/OtherExpensesGrp/Desc0POSTAGE AND MAILING
IRS990/OtherExpensesGrp/Desc1PRINTED MATERIAL
IRS990/OtherExpensesGrp/Desc2TEMORARY STAFFING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt039329
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt116744
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26012
IRS990/OtherExpensesGrp/TotalAmt039329
IRS990/OtherExpensesGrp/TotalAmt116744
IRS990/OtherExpensesGrp/TotalAmt26012
IRS990/OtherLiabilitiesGrp/BOYAmt019993637
IRS990/OtherLiabilitiesGrp/EOYAmt021172795
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0DELINQUENCY ASSESSMENT
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03277
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1250
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03277
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1250
IRS990/OtherRevenueTotalAmt03527
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0191739
IRS990/OtherSalariesAndWagesGrp/TotalAmt0191739
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013769
IRS990/PayrollTaxesGrp/TotalAmt013769
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt029565
IRS990/PensionPlanContributionsGrp/TotalAmt029565
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JOSEPH R ERHBAR
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0108130
IRS990/PYOtherExpensesAmt0388065
IRS990/PYOtherRevenueAmt02813
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-513855
IRS990/PYSalariesCompEmpBnftPaidAmt0236733
IRS990/PYTotalExpensesAmt0624798
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0110943
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-513010
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04458650
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04085094
IRS990/SavingsAndTempCashInvstGrp/BOYAmt032068
IRS990/SavingsAndTempCashInvstGrp/EOYAmt090835
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt046736556
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0610592
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt032999
IRS990ScheduleD/OtherExpensesIncludedAmt046736556
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0241518
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt120931277
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DRAFTS OUTSTANDING
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1VACATION BENEFITS PAYABLE
IRS990ScheduleD/OtherRevenueAmt046736556
IRS990ScheduleD/RevenueNotReportedAmt046769555
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt097582
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES TRUST MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1VACATION-HOLIDAY CONTRIBUTIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2VACATION BENEFITS PAID OR PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0610592
IRS990ScheduleD/TotalLiabilityAmt021172795
IRS990ScheduleD/TotalRevenuePerForm990Amt097582
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt046867137
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt047347148
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/FirstClassOrCharterTravelInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0235553
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1212795
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt015899
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt115899
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt016128
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt116128
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOSEPH EHRBAR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MATT ERIEG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0FUND MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CHIEF OPERATING OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0267580
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1244822
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0PER 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/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1A
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleJ/WrittenPolicyRefTAndEExpnssInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S MANAGEMENT DUTIES ARE DELEGATED TO THE OPERATING ENGINEERS FUNDS, INC.THEIR RESPONSIBILITY IS TO MAINTAIN ACCOUNTING RECORDS, INTERNAL FIANCIAL STATEMENTS AND PARTICIPANT RECORDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES AND THE FUND MANAGER REVIEWS THE FORM 990 BEFORE FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION UPON REQUEST AT THE ADMINISTRATIVE OFFICE, WHICH IS LOCATED AT 100 EAST CORSON STREET, 1ST FLOOR, PASADENA, CA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION DISCLOSURES: THE ORGANIZATION, WHICH IS AN ERISA EMPLOYEE BENEFIT FUND, IS GOVERNED BY AN UNCOMPENSATED BOARD OF TRUSTEES AND HAS NO OFFICERS OR EMPLOYEES, THE DAY TO DAY MANAGEMENT, ADMINISTRATION AND OPERATION OF THIS FUND IS PROVIDED BY A CORPORATION, FORMED TO PROVIDE THESE SERVICES TO THIS AND RELATED BENEFIT FUNDS. THE UNION TRUSTEES LISTED IN PART VII, SECTION "A" HAVE PREVIOUSLY DISCLOSED THEIR COMPENSATION ON THEIR RESPECTIVE LOCAL'S LM-2 FILINGS WITH THE DEPARTMENT OF LABOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REISSUE OF VACATION CHECKS PREVIOUSLY TRANSFERRED TO TRUST BALANCE -92,440. AMOUNTS DEEMED PAID OVER TO THE TRUST PURSUANT TO ARTICLE 198,895. VII, SECTION 1 (F) OF THE TRUST AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE PROCESS OF REVIEW AND INDEPENDENT ACCOUNTANT SELECTION HAS REMAINED UNCHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A. COLUMN E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0952694167
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10OPERATING ENGINEERS FUNDS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10OPERATING ENGINEERS PENSION TRUST

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,273,101
Liabilities
$21,188,007
Net assets
$4,085,094
Revenue
$97,582
Expenses
$610,592
Net income
-$513,010
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