Civic Intelligence

Operating Engineers Journeyman and Apprentice Training Trust

990 • Fiscal year 2020 • EIN 95-6105499

Jul 01, 2019 to Jun 30, 2020 • Filed on May 05, 2021

Organization Profilewww.oett.net
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

47th percentile

0.04x

Higher debt load relative to assets than 47% of similar nonprofits.

2020 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.05x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2020

Net Margin

58th percentile

21%

Higher net margin than 58% of similar nonprofits.

2020 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

53rd percentile

$293,859

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2020 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2020

Asset Growth

86th percentile

20%

Faster asset growth than 86% of similar nonprofits.

2020 filings • 501(c)5 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

68th percentile

5.3%

Faster revenue growth than 68% of similar nonprofits.

2020 filings • 501(c)5 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$26,800,901

Up $4,536,782 (+20%) from 2019

Net Assets

Up

$25,857,500

Up $4,005,830 (+18%) from 2019

Liabilities

Up

$943,401

Up $530,952 (+129%) from 2019

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin58th percentile

Revenue

Up

$18,649,277

Up $944,753 (+5.3%) from 2019

Expenses

Up

$14,716,549

Up $961,848 (+7.0%) from 2019

Net Income

Down

$3,932,728

Down $17,095 (-0.4%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$60M$40M$20M$0Assets 2010: $16,231,047Liabilities 2010: $259,325Net Assets 2010: $15,971,7222010Assets 2011: $12,327,150Liabilities 2011: $200,840Net Assets 2011: $12,126,3102011Assets 2012: $12,352,055Liabilities 2012: $293,155Net Assets 2012: $12,058,9002012Assets 2013: $11,850,056Liabilities 2013: $288,731Net Assets 2013: $11,561,3252013Assets 2014: $11,069,239Liabilities 2014: $299,323Net Assets 2014: $10,769,9162014Assets 2015: $10,661,534Liabilities 2015: $382,101Net Assets 2015: $10,279,4332015Assets 2016: $11,494,206Liabilities 2016: $1,221,593Net Assets 2016: $10,272,6132016Assets 2017: $13,944,107Liabilities 2017: $357,693Net Assets 2017: $13,586,4142017Assets 2018: $18,357,754Liabilities 2018: $558,595Net Assets 2018: $17,799,1592018Assets 2019: $22,264,119Liabilities 2019: $412,449Net Assets 2019: $21,851,6702019Assets 2020: $26,800,901Liabilities 2020: $943,401Net Assets 2020: $25,857,5002020Assets 2021: $31,408,355Liabilities 2021: $983,734Net Assets 2021: $30,424,6212021Assets 2022: $34,939,908Liabilities 2022: $830,038Net Assets 2022: $34,109,8702022Assets 2023: $38,390,878Liabilities 2023: $1,061,427Net Assets 2023: $37,329,4512023Assets 2024: $43,075,120Liabilities 2024: $2,351,342Net Assets 2024: $40,723,7782024

Highlighted filing

2020

Assets$26,800,901
Liabilities$943,401
Net Assets$25,857,500
Open 2020 Filing

Operations Trend

Revenue Growth68th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $13,768,8862010Expenses 2011: $12,413,3592011Revenue 2012: $10,968,997Expenses 2012: $10,999,943Net Income 2012: -$30,9462012Expenses 2013: $11,888,0082013Revenue 2014: $11,640,077Expenses 2014: $12,448,591Net Income 2014: -$808,5142014Revenue 2015: $12,064,658Expenses 2015: $12,546,031Net Income 2015: -$481,3732015Revenue 2016: $12,514,154Expenses 2016: $12,547,644Net Income 2016: -$33,4902016Revenue 2017: $15,457,575Expenses 2017: $12,217,445Net Income 2017: $3,240,1302017Revenue 2018: $17,512,683Expenses 2018: $13,278,133Net Income 2018: $4,234,5502018Revenue 2019: $17,704,524Expenses 2019: $13,754,701Net Income 2019: $3,949,8232019Revenue 2020: $18,649,277Expenses 2020: $14,716,549Net Income 2020: $3,932,7282020Revenue 2021: $19,436,474Expenses 2021: $14,727,755Net Income 2021: $4,708,7192021Revenue 2022: $19,904,114Expenses 2022: $15,551,909Net Income 2022: $4,352,2052022Revenue 2023: $19,770,413Expenses 2023: $16,806,660Net Income 2023: $2,963,7532023Revenue 2024: $21,205,197Expenses 2024: $18,254,752Net Income 2024: $2,950,4452024

Highlighted filing

2020

Revenue$18,649,277
Expenses$14,716,549
Net Income$3,932,728
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 5, 2021
Return Version
2019v5.1
Gross Receipts
$38,170,859
Mission and Program Overview

Mission

To provide training to operating engineer apprentices and journeyman

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$21,851,670$25,857,500▲ $4,005,830
Land, Buildings, and Equipment, Net$11,717,007$11,376,244▼ $340,763
Investments in Publicly Traded Securities$6,946,792$10,971,152▲ $4,024,360
Savings and Temporary Cash Investments$1,555,832$2,394,081▲ $838,249
Accounts Receivable$2,033,541$2,043,676▲ $10,135
Prepaid Expenses and Deferred Charges$10,947$15,748▲ $4,801
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
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$22,264,119$26,800,901▲ $4,536,782
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$380,078$863,628▲ $483,550
Other Liabilities$32,371$79,773▲ $47,402
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$412,449$943,401▲ $530,952
Net Assets / Fund Balance
Total Net Assets Fund Balance$21,851,670$25,857,500▲ $4,005,830
Total Liabilities and Net Assets / Fund Balance$22,264,119$26,800,901▲ $4,536,782

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,192,084$18,364,370$26,556,454
Buildings$2,511,635$5,553,976$8,065,611
Land$611,999-$611,999
Other Land Buildings$60,526$82,636$143,162
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Larry HopkinsDirector of TrainingFT$202,307$52,023$254,330

Board Members and Trustees

NameTitle
Carl MendenhallTrustee
Charles ChapmanTrustee
David SikorskiTrustee
Jaimie AngusTrustee
James HulseTrustee
Jim RyanTrustee
Mike GomezTrustee
Mike RoddyTrustee
Paul Von BergTrustee
Ronald J SikorskiTrustee
Shawn KinseyTrustee
dave garbarinoTrustee
larry davisonTrustee
dan hawnTrustee - Past
Michael B DechellisAssistant Fund Manager
Matt Eriegassistant fund manager - past
Charles KillianChief Financial Officer
Paul EggeChief Information Ofcr - Past
Edik MagardomyanChief Information Officer
Joseph R EhrbarFund Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,137,405
Investment Income
$339,468
Other Revenue
$172,404
Change in Net Assets
$3,932,728

Audited Revenue Reconciliation

Revenue per Audited Statements
$18,649,277
Revenue Not Reported on Form 990
$54,846
Total Revenue per Audited Statements
$18,704,123
Total Revenue per Form 990
$18,649,277
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$8,431,769
Other Expenses$6,284,780
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$5,594,358
Depreciation Depletion---$1,821,859
Pension Plan Contributions---$1,330,830
Other Employee Benefits---$813,068
All Other Expenses---$593,459
Insurance---$533,116
Occupancy---$502,066
Office Expenses---$490,595
Payroll Taxes---$438,915
Current Officers, Directors, Trustees, and Key Employees---$254,598
Travel---$248,672
Other Expenses---$215,164
Fees for Services Legal---$53,968
Conferences and Meetings---$41,733
Fees for Services Accounting---$40,855
Fees for Services Other---$28,055
Fees for Service Investment Mgmnt Fees---$18,256
Advertising---$6,526
Interest---$418
Total Functional Expenses$0$0$0$14,716,549

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$14,716,549
Expenses per Audited Statements$14,698,293
Total Expenses per Audited Statements$14,698,293
Expenses Not Reported on Financial Statements$18,256
Other Expense Adjustments$18,256
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Checking Accounts Overdraft$68,249
Exchanges Payable$11,524
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
Filing and Contact Details

Filer

Filer Name
Operating Engineers Journeyman and
EIN
95-6105499
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
2021-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joseph R Ehrbar
Formed
1964
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
75
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 promote and improve training and apprenticeship in the operating engineer craft covered by the collective bargaining agreements. part vi, line 2: RONALD SIKORSKI (FATHER) AND DAVID SIKORSKI (SON) ARE UNION TRUSTEES. 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 thirteen trustees, seven "employer trusteessix trustees." part vi, line 11b: form 990 was distributed to the responsible trust administrator and was reviewed before it was filed. part vi, lines 15a-15b: salaries of the director of training and other employees are reviewed by the board of trustees and are comparable to salaries of similar positions. the trust also shares common trustees with the operating engineers funds, inc. (a related organization) which pays the salaries to certain employees and is reimbursed by the trust 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 trust'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.”

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. PART XI, LINE 2D and part xii, line 4b: Investment management fees offset with investment income on audited financial statements and reported on form 990, part IX, line 11f.”

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IRS990/Form990PartVIISectionAGrp/PersonNm14MIKE GOMEZ
IRS990/Form990PartVIISectionAGrp/PersonNm15JAMES HULSE
IRS990/Form990PartVIISectionAGrp/PersonNm16JIM RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm17JAIMIE ANGUS
IRS990/Form990PartVIISectionAGrp/PersonNm18CHARLES CHAPMAN
IRS990/Form990PartVIISectionAGrp/PersonNm19MIKE RODDY
IRS990/Form990PartVIISectionAGrp/PersonNm20dan hawn
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IRS990/Form990PartVIISectionAGrp/TitleTxt0FUND MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt1assistant fund manager - past
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR OF TRAINING
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASSISTANT FUND MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHIEF INFORMATION OFCR - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHIEF INFORMATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE - PAST
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IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InsuranceGrp/TotalAmt0533116
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IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt01025
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IRS990/MissionDesc0SEE SCHEDULE O
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetAssetsOrFundBalancesEOYAmt025857500
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt020000
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IRS990/NetUnrlzdGainsLossesInvstAmt073102
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IRS990/OccupancyGrp/TotalAmt0502066
IRS990/OfficeExpensesGrp/TotalAmt0490595
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IRS990/OperateHospitalInd0false
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IRS990/OtherExpensesGrp/Desc2EQUIPMENT EXPENSES
IRS990/OtherExpensesGrp/Desc3FUEL AND OIL
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IRS990/OtherExpensesGrp/TotalAmt1678099
IRS990/OtherExpensesGrp/TotalAmt2302506
IRS990/OtherExpensesGrp/TotalAmt3215164
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IRS990/OtherRevenueMiscGrp/Desc2REIMB. FROM S.N.O.E.J.A.T.T.
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt151427
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt273089
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IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015748
IRS990/PrincipalOfficerNm0JOSEPH R EHRBAR
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IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1APPRENTICESHIP PROGRAM REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/Desc2APPRENTICESHIP PROGRAM GRANT

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,800,901
Liabilities
$943,401
Net assets
$25,857,500
Revenue
$18,649,277
Expenses
$14,716,549
Net income
$3,932,728
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$43.1$2.35$40.7$21.2$18.3$2.95
2023Detailed filing. Detailed filing data is available for this year.$38.4$1.06$37.3$19.8$16.8$2.96
2022Detailed filing. Detailed filing data is available for this year.$34.9$0.83$34.1$19.9$15.6$4.35
2021Detailed filing. Detailed filing data is available for this year.$31.4$0.98$30.4$19.4$14.7$4.71
2020Detailed filing. Detailed filing data is available for this year.$26.8$0.94$25.9$18.6$14.7$3.93
2019Detailed filing. Detailed filing data is available for this year.$22.3$0.41$21.9$17.7$13.8$3.95
2018Detailed filing. Detailed filing data is available for this year.$18.4$0.56$17.8$17.5$13.3$4.23
2017Detailed filing. Detailed filing data is available for this year.$13.9$0.36$13.6$15.5$12.2$3.24
2016Detailed filing. Detailed filing data is available for this year.$11.5$1.22$10.3$12.5$12.5$0.03
2015Detailed filing. Detailed filing data is available for this year.$10.7$0.38$10.3$12.1$12.5$0.48
2014Detailed filing. Detailed filing data is available for this year.$11.1$0.30$10.8$11.6$12.4$0.81
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.9$0.29$11.6$11.9
2012Summary only. Only limited summary data is available for this year.$12.4$0.29$12.1$11.0$11.0$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.3$0.20$12.1$12.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.2$0.26$16.0$13.8