Civic Intelligence

Operating Engineers Journeyman and Apprentice Training Trust

990 • Fiscal year 2023 • EIN 95-6105499

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 29, 2024

Organization Profilewww.oett.net
100 Corson St Ste 100Pasadena, CA 91103

(626) 356-1000

Siviq Scores

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

Liabilities / Assets

38th percentile

0.03x

Higher debt load relative to assets than 38% of similar nonprofits.

2023 filings • 501(c)5 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

37th percentile

0.05x

Higher debt load relative to revenue than 37% of similar nonprofits.

2023 filings • 501(c)5 • $50M-$100M nonprofits • Source year 2023

Net Margin

57th percentile

15%

Higher net margin than 57% of similar nonprofits.

2023 filings • 501(c)5 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

59th percentile

$371,426

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2023 filings • 501(c)5 • $50M-$100M nonprofits • Source year 2023

Asset Growth

53rd percentile

9.9%

Faster asset growth than 53% of similar nonprofits.

2023 filings • 501(c)5 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-0.7%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • 501(c)5 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$38,390,878

Up $3,450,970 (+9.9%) from 2022

Net Assets

Up

$37,329,451

Up $3,219,581 (+9.4%) from 2022

Liabilities

Up

$1,061,427

Up $231,389 (+28%) from 2022

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin57th percentile

Revenue

Down

$19,770,413

Down $133,701 (-0.7%) from 2022

Expenses

Up

$16,806,660

Up $1,254,751 (+8.1%) from 2022

Net Income

Down

$2,963,753

Down $1,388,452 (-32%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2023

Assets$38,390,878
Liabilities$1,061,427
Net Assets$37,329,451
Open 2023 Filing

Operations Trend

Revenue Growth27th 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

2023

Revenue$19,770,413
Expenses$16,806,660
Net Income$2,963,753
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 29, 2024
Return Version
2022v5.0
Gross Receipts
$52,409,496
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$34,109,870$37,329,451▲ $3,219,581
Investments in Publicly Traded Securities$20,065,656$22,990,504▲ $2,924,848
Land, Buildings, and Equipment, Net$11,014,532$11,642,958▲ $628,426
Accounts Receivable$2,289,259$2,507,293▲ $218,034
Savings and Temporary Cash Investments$1,551,018$1,234,414▼ $316,604
Prepaid Expenses and Deferred Charges$19,443$15,709▼ $3,734
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$34,939,908$38,390,878▲ $3,450,970
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$771,954$839,522▲ $67,568
Other Liabilities$58,084$221,905▲ $163,821
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$830,038$1,061,427▲ $231,389
Net Assets / Fund Balance
Total Net Assets Fund Balance$34,109,870$37,329,451▲ $3,219,581
Total Liabilities and Net Assets / Fund Balance$34,939,908$38,390,878▲ $3,450,970

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,408,987$21,661,846$30,070,833
Buildings$2,288,154$6,491,844$8,779,998
Land$826,489-$826,489
Other Land Buildings$119,328$160,921$280,249
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Larry HopkinsDirector of TrainingFT$199,758$59,142$258,900

Board Members and Trustees

NameTitle
Denise DarwinDirector of It Applications
Long VoongDirector of It Security/infra.
David SikorskiTrustee
George ButorovichTrustee
Jaimie AngusTrustee
James HulseTrustee
Jim RyanTrustee
John MatichTrustee
Ken HuntTrustee
Mike GomezTrustee
Paul Von BergTrustee
Perry HawkinsTrustee
Ray BacaTrustee
Robert NintemanTrustee
Shawn KinseyTrustee
Stanley HowardTrustee
Steve ClarkTrustee
dave garbarinoTrustee
Charles ChapmanTrustee - Past
Ronald J SikorskiTrustee - Past
larry davisonTrustee - Past
Charles KillianChief Financial Officer - Past
Edik MagardomyanChief Information Officer
Michael B De ChellisFund Manager
Joseph R EhrbarFund Manager - Past
George De VastoIt Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$1,155
Program Service Revenue
$19,316,548
Investment Income
$334,660
Other Revenue
$118,050
All Other Contributions
$1,155
Change in Net Assets
$2,963,753

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,770,413
Revenue Not Reported on Form 990
$211,350
Total Revenue per Audited Statements
$19,981,763
Total Revenue per Form 990
$19,770,413
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,445,322
Other Expenses$7,361,338
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$5,833,531
Depreciation Depletion---$2,227,331
Pension Plan Contributions---$2,006,170
Other Employee Benefits---$873,184
Insurance---$697,637
Occupancy---$697,545
All Other Expenses---$643,445
Payroll Taxes---$474,508
Office Expenses---$431,430
Other Expenses---$391,801
Travel---$367,484
Current Officers, Directors, Trustees, and Key Employees---$257,929
Conferences and Meetings---$89,620
Fees for Services Legal---$70,582
Fees for Service Investment Mgmnt Fees---$44,478
Fees for Services Other---$44,466
Fees for Services Accounting---$43,252
Advertising---$135
Total Functional Expenses$0$0$0$16,806,660

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$16,806,660
Expenses per Audited Statements$16,762,182
Total Expenses per Audited Statements$16,762,182
Expenses Not Reported on Financial Statements$44,478
Other Expense Adjustments$44,478
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-outstanding Items$127,780
Lease Liability$81,156
Exchanges Payable$12,969
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 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 twelve trustees, six "employer trusteessix trustees."”

PART VI, LINE 11B:

“Form 990 was distributed to the responsible trust administrators (includes members of the board of trustees) 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.”

Filing and Contact Details

Filer

Filer Name
Operating Engineers Journeyman and
EIN
95-6105499
In Care Of
% MICHAEL B DE CHELLIS
Phone
6263561000
Address
100 CORSON ST STE 100, PASADENA, CA 91103

Signing Officer

Name
David Sikorski
Title
Trustee
Phone
6263561000
Signed
2024-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael B De Chellis
Formed
1964
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
69
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Liel Shemtov
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.”

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/TitleTxt2DIRECTOR OF TRAINING
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHIEF INFORMATION OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4FUND MANAGER - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR OF IT APPLICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR OF IT SECURITY/INFRA.
IRS990/Form990PartVIISectionAGrp/TitleTxt7IT MANAGER
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$38,390,878
Liabilities
$1,061,427
Net assets
$37,329,451
Revenue
$19,770,413
Expenses
$16,806,660
Net income
$2,963,753
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