Civic Intelligence

Hawaii Operating Engineers Industry Stabilization Trust Fund

990 • Fiscal year 2017 • EIN 99-0262008

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization ProfileN/A
1600 Harbor Bay Pkwy No 200Alameda, CA 94502

(510) 671-8818

Siviq Scores

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

Liabilities / Assets

58th percentile

0.03x

Higher debt load relative to assets than 58% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

67th percentile

0.07x

Higher debt load relative to revenue than 67% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Net Margin

90th percentile

28%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

86th percentile

$196,133

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2017

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

27%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$4,433,050

Up $702,813 (+19%) from 2016

Net Assets

Up

$4,291,151

Up $663,340 (+18%) from 2016

Liabilities

Up

$141,899

Up $39,473 (+39%) from 2016

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin90th percentile

Revenue

Up

$2,103,036

Up $445,866 (+27%) from 2016

Expenses

Up

$1,513,017

Up $171,211 (+13%) from 2016

Net Income

Up

$590,019

Up $274,655 (+87%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2017

Assets$4,433,050
Liabilities$141,899
Net Assets$4,291,151
Open 2017 Filing

Operations Trend

Revenue Growth91st 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

2017

Revenue$2,103,036
Expenses$1,513,017
Net Income$590,019
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$2,649,528
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$3,627,811$4,291,151▲ $663,340
Investments in Publicly Traded Securities$1,942,879$2,093,626▲ $150,747
Accounts Receivable$494,575$983,130▲ $488,555
Investments Other Securities$865,136$898,587▲ $33,451
Cash and Non-Interest-Bearing Accounts$343,605$397,456▲ $53,851
Land, Buildings, and Equipment, Net$67,882$44,189▼ $23,693
Prepaid Expenses and Deferred Charges$3,493$10,978▲ $7,485
Savings and Temporary Cash Investments$12,667$5,084▼ $7,583
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,730,237$4,433,050▲ $702,813
Liabilities
Accounts Payable and Accrued Expenses$87,144$129,426▲ $42,282
Other Liabilities$15,282$12,473▼ $2,809
Total Liabilities$102,426$141,899▲ $39,473
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,627,811$4,291,151▲ $663,340
Total Liabilities and Net Assets / Fund Balance$3,730,237$4,433,050▲ $702,813

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$44,189$76,535$120,724
Equipment$0$11,877$11,877
Other Securities$898,587--
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John MonisExecutive DirectorFT$119,398$76,735$196,133
Myles MiyasatoSr. Compliance OfficerFT$110,820$77,635$188,455
Dwight BurnsCompliance OfficerFT$106,140$78,294$184,434

Board Members and Trustees

NameTitle
Lance WilhelmChairman
Dan RedingTrustee
Ken KawamotoTrustee
Kenneth KobatakeTrustee
Pane MeatogaTrustee
Russell BurnsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,980,666
Investment Income
$114,845
Other Revenue
$7,525
Change in Net Assets
$590,019

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,103,036
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$73,321
Total Revenue per Audited Statements
$2,176,357
Total Revenue per Form 990
$2,103,036
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,058,967
Other Expenses$454,050
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$458,342
Pension Plan Contributions---$275,064
Other Employee Benefits---$149,539
Current Officers, Directors, Trustees, and Key Employees---$122,204
Office Expenses---$79,421
Fees for Services Legal---$60,394
Travel---$59,546
Payroll Taxes---$53,818
Depreciation Depletion---$23,693
Other Expenses---$23,692
Insurance---$21,060
Conferences and Meetings---$18,724
Fees for Services Management---$18,353
Fees for Services Accounting---$12,562
Fees for Service Investment Mgmnt Fees---$11,549
All Other Expenses---$5,805
Total Functional Expenses$0$0$0$1,513,017

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,513,017
Total Expenses per Audited Statements$1,513,017
Total Expenses per Form 990$1,513,017
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$12,473
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 11B

“The form 990 is posted to the trustee website.”

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 does not make its governing documents, conflict of interest policy, and financial statements are available to the public.”

Filing and Contact Details

Filer

Filer Name
Hawaii Operating Engineers Industry
EIN
99-0262008
Phone
5106718818
Address
1600 HARBOR BAY PKWY NO 200, ALAMEDA, CA 94502

Signing Officer

Name
Trustee Trustee
Title
Trustee
Phone
5106718818
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1987
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
7
Volunteers
0

Preparer

Firm
Vavrinek Trine Day & Co Llp
Address
1900 S NORFOLK STREET SUITE 225, SAN MATEO, CA 94403
Preparer
Jennifer Snow
Phone
9094664410
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.”

Financial Statement Notes

PART X, LINE 2:

“The trust has adopted guidance on accounting for uncertainty in income taxes issued by the financial accounting standards board. The trust administrator believes that the trust has not taken uncertain tax positions that require adjustment to the financial statements as a tax liability.”

Raw XML AppendixShowing 400 of 428 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/PYInvestmentIncomeAmt0102297
IRS990/PYOtherExpensesAmt0446337
IRS990/PYOtherRevenueAmt012634
IRS990/PYProgramServiceRevenueAmt01542239
IRS990/PYRevenuesLessExpensesAmt0315364
IRS990/PYSalariesCompEmpBnftPaidAmt0895469
IRS990/PYTotalExpensesAmt01341806
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01657170
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0590019
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03627811
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt04291151
IRS990/SavingsAndTempCashInvstGrp/BOYAmt012667
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05084
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt011877
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011877
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01513017
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt073321
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt044189
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt076535
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0120724
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012473
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OPERATING ENGINEERS MULTI SERVICE ACCT
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0898587
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EXCHANGE TRADED FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt073321
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02103036
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE TRUST ADMINISTRATOR BELIEVES THAT THE TRUST HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt044189
IRS990ScheduleD/TotalBookValueSecuritiesAmt0898587
IRS990ScheduleD/TotalExpensesPerForm990Amt01513017
IRS990ScheduleD/TotalLiabilityAmt012473
IRS990ScheduleD/TotalRevenuePerForm990Amt02103036
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02176357
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01513017
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0119398
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1110820
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2106140
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt054044
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt154916
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt255576
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt019885
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt119913
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt219913
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt02806
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt12806
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt22805
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN MONIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MYLES MIYASATO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2DWIGHT BURNS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SR. COMPLIANCE OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2COMPLIANCE OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0196133
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1188455
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2184434
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
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 FORM 990 IS POSTED TO THE TRUSTEE WEBSITE.
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 DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC.
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 11B
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/TotalAssetsBOYAmt03730237
IRS990/TotalAssetsEOYAmt04433050
IRS990/TotalAssetsGrp/BOYAmt03730237
IRS990/TotalAssetsGrp/EOYAmt04433050
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/TotalAmt01513017
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0102426
IRS990/TotalLiabilitiesEOYAmt0141899
IRS990/TotalLiabilitiesGrp/BOYAmt0102426
IRS990/TotalLiabilitiesGrp/EOYAmt0141899
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03627811
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04291151
IRS990/TotalOtherCompensationAmt0224247
IRS990/TotalProgramServiceRevenueAmt01980666
IRS990/TotalReportableCompFromOrgAmt0344775
IRS990/TotalRevenueGrp/ExclusionAmt087449
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02015587
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02103036
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03730237
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04433050
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt059546
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01600 HARBOR BAY PKWY NO 200
IRS990/USAddress/CityNm0ALAMEDA
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094502
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUSTEE TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05106718818
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HAWAII OPERATING ENGINEERS INDUSTRY

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,433,050
Liabilities
$141,899
Net assets
$4,291,151
Revenue
$2,103,036
Expenses
$1,513,017
Net income
$590,019
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
2017Detailed filing. Detailed filing data is available for this year.$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