Civic Intelligence

Hawaii Operating Engineers Industry Stabilization Trust Fund

990 • Fiscal year 2014 • EIN 99-0262008

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 04, 2015

Organization ProfileN/A
1640 South Loop RoadAlameda, CA 94502

(510) 337-3050

Siviq Scores

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

Liabilities / Assets

49th percentile

0.02x

Higher debt load relative to assets than 49% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

60th percentile

0.05x

Higher debt load relative to revenue than 60% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Net Margin

4th percentile

-30%

Higher net margin than 4% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Asset Growth

13th percentile

-8.2%

Faster asset growth than 13% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

40th percentile

1.0%

Faster revenue growth than 40% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$3,400,271

Down $305,657 (-8.2%) from 2013

Net Assets

Down

$3,338,233

Down $327,668 (-8.9%) from 2013

Liabilities

Up

$62,038

Up $22,011 (+55%) from 2013

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin4th percentile

Revenue

Up

$1,207,778

Up $11,936 (+1.0%) from 2013

Expenses

Up

$1,568,311

Up $294,114 (+23%) from 2013

Net Income

Down

-$360,533

Down $282,178 (-360%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,993,138Liabilities 2010: $15,679Net Assets 2010: $3,977,4592010Assets 2011: $4,173,070Liabilities 2011: $36,330Net Assets 2011: $4,136,7402011Assets 2012: $3,938,490Liabilities 2012: $48,558Net Assets 2012: $3,889,9322012Assets 2013: $3,705,928Liabilities 2013: $40,027Net Assets 2013: $3,665,9012013Assets 2014: $3,400,271Liabilities 2014: $62,038Net Assets 2014: $3,338,2332014Assets 2015: $3,261,230Liabilities 2015: $44,343Net Assets 2015: $3,216,8872015Assets 2016: $3,730,237Liabilities 2016: $102,426Net Assets 2016: $3,627,8112016Assets 2017: $4,433,050Liabilities 2017: $141,899Net Assets 2017: $4,291,1512017Assets 2018: $4,709,238Liabilities 2018: $156,566Net Assets 2018: $4,552,6722018Assets 2019: $5,350,482Liabilities 2019: $126,226Net Assets 2019: $5,224,2562019Assets 2020: $6,085,272Liabilities 2020: $137,735Net Assets 2020: $5,947,5372020Assets 2021: $6,577,083Liabilities 2021: $97,978Net Assets 2021: $6,479,1052021Assets 2022: $6,091,645Liabilities 2022: $87,378Net Assets 2022: $6,004,2672022Assets 2023: $6,002,539Liabilities 2023: $119,260Net Assets 2023: $5,883,2792023Assets 2024: $5,760,507Liabilities 2024: $108,183Net Assets 2024: $5,652,3242024

Highlighted filing

2014

Assets$3,400,271
Liabilities$62,038
Net Assets$3,338,233
Open 2014 Filing

Operations Trend

Revenue Growth40th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $1,310,900Expenses 2010: $1,050,564Net Income 2010: $260,3362010Revenue 2011: $1,247,181Expenses 2011: $1,200,165Net Income 2011: $47,0162011Revenue 2012: $1,277,309Expenses 2012: $1,685,561Net Income 2012: -$408,2522012Revenue 2013: $1,195,842Expenses 2013: $1,274,197Net Income 2013: -$78,3552013Revenue 2014: $1,207,778Expenses 2014: $1,568,311Net Income 2014: -$360,5332014Revenue 2015: $1,388,985Expenses 2015: $1,378,082Net Income 2015: $10,9032015Revenue 2016: $1,657,170Expenses 2016: $1,341,806Net Income 2016: $315,3642016Revenue 2017: $2,103,036Expenses 2017: $1,513,017Net Income 2017: $590,0192017Revenue 2018: $2,058,894Expenses 2018: $1,642,452Net Income 2018: $416,4422018Revenue 2019: $2,147,761Expenses 2019: $1,588,669Net Income 2019: $559,0922019Revenue 2020: $2,002,192Expenses 2020: $1,301,269Net Income 2020: $700,9232020Revenue 2021: $2,127,402Expenses 2021: $1,469,714Net Income 2021: $657,6882021Revenue 2022: $1,983,314Expenses 2022: $1,839,214Net Income 2022: $144,1002022Revenue 2023: $1,291,639Expenses 2023: $1,659,842Net Income 2023: -$368,2032023Revenue 2024: $1,411,131Expenses 2024: $1,740,447Net Income 2024: -$329,3162024

Highlighted filing

2014

Revenue$1,207,778
Expenses$1,568,311
Net Income-$360,533
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 4, 2015
Return Version
2014v5.0
Gross Receipts
$1,207,778
Mission and Program Overview

Mission

NONE

To promote and develop programs and services for hawaii's construction industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,665,901$3,338,233▼ $327,668
Investments in Publicly Traded Securities$2,524,007$2,543,602▲ $19,595
Savings and Temporary Cash Investments$963,045$446,280▼ $516,765
Accounts Receivable$74,528$201,667▲ $127,139
Cash and Non-Interest-Bearing Accounts$79,484$161,849▲ $82,365
Land, Buildings, and Equipment, Net$59,623$41,555▼ $18,068
Prepaid Expenses and Deferred Charges$5,241$5,318▲ $77
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,705,928$3,400,271▼ $305,657
Liabilities
Accounts Payable and Accrued Expenses$40,027$46,756▲ $6,729
Other Liabilities$0$15,282▲ $15,282
Total Liabilities$40,027$62,038▲ $22,011
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,665,901$3,338,233▼ $327,668
Total Liabilities and Net Assets / Fund Balance$3,705,928$3,400,271▼ $305,657

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$40,764$101,377$142,141
Equipment$791$11,086$11,877
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
Ken KawamotoTrustee
Kenneth KobatakeTrustee
Lance WilhelmTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,119,685
Investment Income
$86,922
Other Revenue
$1,171
Change in Net Assets
$-360,533

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,207,778
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$32,865
Total Revenue per Audited Statements
$1,240,643
Total Revenue per Form 990
$1,207,778
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,027,977
Other Expenses$540,334
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$494,435
Pension Plan Contributions---$187,862
Current Officers, Directors, Trustees, and Key Employees---$169,621
Other Employee Benefits---$115,822
Office Expenses---$82,852
Fees for Services Legal---$78,445
Travel---$72,245
Payroll Taxes---$60,237
Insurance---$20,762
Depreciation Depletion---$18,068
Other Expenses---$17,269
Fees for Services Management---$17,002
Fees for Services Accounting---$10,602
Conferences and Meetings---$5,782
All Other Expenses---$5,664
Total Functional Expenses$0$0$0$1,568,311

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,568,311
Total Expenses per Audited Statements$1,568,311
Total Expenses per Form 990$1,568,311
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Due to Operating Engineers Multi Service Acct$15,282
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
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 delegated control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to the contract administrator.”

Form 990, Part VI, Section A, Line 8B

“The fund does not have sub-committees that have the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The trustees designate the administrator to review the form.”

Form 990, Part VI, Section B, Line 12C

“To monitor and enforce compliance with the conflict of interest policy the fund employs a senior vice president chief compliance officer.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Hawaii Operating Engineers Industry
EIN
99-0262008
Phone
5103373050
Address
1640 SOUTH LOOP ROAD, ALAMEDA, CA 94502

Signing Officer

Name
Trustee Trustee
Title
Trustee
Phone
5103373050
Signed
2015-11-04
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
7
Volunteers
0

Preparer

Firm
HEMMING MORSE CPA'S AND CONSULTANTS
Address
155 BOVET ROAD SUITE 600, SAN MATEO, CA 94402
Phone
4158364000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 2C:

“The board of trustees assumes responsibility for oversight of the audit of the plan's financial statements and selection of the independent auditor.”

Raw XML Appendix310 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt040027
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt046756
IRS990/AccountsReceivableGrp/BOYAmt074528
IRS990/AccountsReceivableGrp/EOYAmt0201667
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROMOTE AND DEVELOP PROGRAMS AND SERVICES FOR HAWAII'S CONSTRUCTION INDUSTRY.
IRS990/AllOtherExpensesGrp/TotalAmt05664
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ASSOCIATED THIRD PARTY ADMIN
IRS990/BooksInCareOfDetail/PhoneNum05103373050
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01640 SOUTH LOOP ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALAMEDA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094502
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IRS990/CashNonInterestBearingGrp/BOYAmt079484
IRS990/CashNonInterestBearingGrp/EOYAmt0161849
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0169621
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt05782
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/CYRevenuesLessExpensesAmt0-360533
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IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DeductibleNonCashContriInd00
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IRS990/DepreciationDepletionGrp/TotalAmt018068
IRS990/Desc0TO PROMOTE, DEVELOP & IMPLEMENT PROGRAMS, SERVICES & ACTIVITIES DESIGNED TO STRENGTHEN & ENHANCE THE UNION IN HAWAII'S CONSTRUCTION INDUSTRY BASED UPON AGREEMENTS BETWEEN EMPLOYERS & THE UNION.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt010602
IRS990/FeesForServicesLegalGrp/TotalAmt078445
IRS990/FeesForServicesManagementGrp/TotalAmt017002
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0KENNETH KOBATAKE
IRS990/Form990PartVIISectionAGrp/PersonNm1LANCE WILHELM
IRS990/Form990PartVIISectionAGrp/PersonNm2KEN KAWAMOTO
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01207778
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt020762
IRS990/InvestmentIncomeGrp/ExclusionAmt086922
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt086922
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02524007
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02543602
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0112463
IRS990/LandBldgEquipBasisNetGrp/BOYAmt059623
IRS990/LandBldgEquipBasisNetGrp/EOYAmt041555
IRS990/LandBldgEquipCostOrOtherBssAmt0154018
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03665901
IRS990/NetAssetsOrFundBalancesEOYAmt03338233
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt032865
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt082852
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0115822
IRS990/OtherExpensesGrp/Desc0INDUSTRY PROMOTION
IRS990/OtherExpensesGrp/Desc1POLITICAL CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc2DONATIONS
IRS990/OtherExpensesGrp/Desc3MULYI PLAN SERVICES
IRS990/OtherExpensesGrp/TotalAmt091301
IRS990/OtherExpensesGrp/TotalAmt190092
IRS990/OtherExpensesGrp/TotalAmt230250
IRS990/OtherExpensesGrp/TotalAmt317269
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt015282
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01171
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01171
IRS990/OtherRevenueTotalAmt01171
IRS990/OtherSalariesAndWagesGrp/TotalAmt0494435
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt060237
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0187862
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05241
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IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01119685
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01119685
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0109556
IRS990/PYOtherExpensesAmt0655671
IRS990/PYOtherRevenueAmt044172
IRS990/PYProgramServiceRevenueAmt01042114
IRS990/PYRevenuesLessExpensesAmt0-78355
IRS990/PYSalariesCompEmpBnftPaidAmt0618526
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01195842
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-360533
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0963045
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0791
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011086
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011877
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01568311
IRS990ScheduleD/NetUnrealizedGainsInvstAmt032865
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt040764
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0101377
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0142141
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt015282
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OPERATING ENGINEERS MULTI SERVICE ACCT
IRS990ScheduleD/RevenueNotReportedAmt032865
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01207778
IRS990ScheduleD/TotalBookValueLandBuildingsAmt041555
IRS990ScheduleD/TotalExpensesPerForm990Amt01568311
IRS990ScheduleD/TotalLiabilityAmt015282
IRS990ScheduleD/TotalRevenuePerForm990Amt01207778
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01240643
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01568311
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATED CONTROL OVER MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICERS, DIRECTORS OR TRUSTEES, OR KEY EMPLOYEES TO THE CONTRACT ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND DOES NOT HAVE SUB-COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES DESIGNATE THE ADMINISTRATOR TO REVIEW THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THE FUND EMPLOYS A SENIOR VICE PRESIDENT CHIEF COMPLIANCE OFFICER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE PLAN'S FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03705928
IRS990/TotalAssetsEOYAmt03400271
IRS990/TotalAssetsGrp/BOYAmt03705928
IRS990/TotalAssetsGrp/EOYAmt03400271
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/TotalAmt01568311
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt040027
IRS990/TotalLiabilitiesEOYAmt062038
IRS990/TotalLiabilitiesGrp/BOYAmt040027
IRS990/TotalLiabilitiesGrp/EOYAmt062038
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03665901
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03338233
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01119685
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt086922
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01120856
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01207778
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03705928
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03400271
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt072245
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01640 SOUTH LOOP ROAD
IRS990/USAddress/CityNm0ALAMEDA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094502
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUSTEE TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05103373050
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAWAII OPERATING ENGINEERS INDUSTRY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0STABILIZATION TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0HAWA
ReturnHeader/Filer/EIN0990262008
ReturnHeader/Filer/PhoneNum05103373050
ReturnHeader/Filer/USAddress/AddressLine1Txt01640 SOUTH LOOP ROAD
ReturnHeader/Filer/USAddress/CityNm0ALAMEDA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094502
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300702322
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HEMMING MORSE CPA'S AND CONSULTANTS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 BOVET ROAD SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN MATEO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094402
ReturnHeader/PreparerPersonGrp/PhoneNum04158364000
ReturnHeader/ReturnTs02015-11-12T12:39:16-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$3,400,271
Liabilities
$62,038
Net assets
$3,338,233
Revenue
$1,207,778
Expenses
$1,568,311
Net income
-$360,533
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$0.11$5.65$1.41$1.74$0.33
2023Summary only. Only limited summary data is available for this year.$6.00$0.12$5.88$1.29$1.66$0.37
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.09$0.09$6.00$1.98$1.84$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.58$0.10$6.48$2.13$1.47$0.66
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.09$0.14$5.95$2.00$1.30$0.70
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.35$0.13$5.22$2.15$1.59$0.56
2018Summary only. Only limited summary data is available for this year.$4.71$0.16$4.55$2.06$1.64$0.42
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.43$0.14$4.29$2.10$1.51$0.59
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$0.10$3.63$1.66$1.34$0.32
2015Summary only. Only limited summary data is available for this year.$3.26$0.04$3.22$1.39$1.38$0.01
2014Detailed filing. Detailed filing data is available for this year.$3.40$0.06$3.34$1.21$1.57$0.36
2013Summary only. Only limited summary data is available for this year.$3.71$0.04$3.67$1.20$1.27$0.08
2012Summary only. Only limited summary data is available for this year.$3.94$0.05$3.89$1.28$1.69$0.41
2011Summary only. Only limited summary data is available for this year.$4.17$0.04$4.14$1.25$1.20$0.05
2010Summary only. Only limited summary data is available for this year.$3.99$0.02$3.98$1.31$1.05$0.26
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)5 • $1M-$5M nonprofits