Civic Intelligence

Hawaii Operating Engineers Industry Stabilization Trust Fund

990 • Fiscal year 2021 • EIN 99-0262008

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

Organization ProfileN/A
1600 Harbor Bay Pkwy 200Alameda, CA 94502

(510) 671-8818

Siviq Scores

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

Liabilities / Assets

50th percentile

0.01x

Higher debt load relative to assets than 50% of similar nonprofits.

2021 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.05x

Higher debt load relative to revenue than 55% of similar nonprofits.

2021 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2021

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

63rd percentile

$208,063

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2021 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2021

Asset Growth

44th percentile

8.1%

Faster asset growth than 44% of similar nonprofits.

2021 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

59th percentile

6.3%

Faster revenue growth than 59% of similar nonprofits.

2021 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$6,577,083

Up $491,811 (+8.1%) from 2020

Net Assets

Up

$6,479,105

Up $531,568 (+8.9%) from 2020

Liabilities

Down

$97,978

Down $39,757 (-29%) from 2020

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin84th percentile

Revenue

Up

$2,127,402

Up $125,210 (+6.3%) from 2020

Expenses

Up

$1,469,714

Up $168,445 (+13%) from 2020

Net Income

Down

$657,688

Down $43,235 (-6.2%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2021

Assets$6,577,083
Liabilities$97,978
Net Assets$6,479,105
Open 2021 Filing

Operations Trend

Revenue Growth59th 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

2021

Revenue$2,127,402
Expenses$1,469,714
Net Income$657,688
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.2
Gross Receipts
$6,129,989
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$5,947,537$6,479,105▲ $531,568
Investments Other Securities$3,237,798$5,398,524▲ $2,160,726
Cash and Non-Interest-Bearing Accounts$1,679,392$807,743▼ $871,649
Investments in Publicly Traded Securities$767,051$0▼ $767,051
Accounts Receivable$284,198$239,355▼ $44,843
Land, Buildings, and Equipment, Net$94,711$96,625▲ $1,914
Savings and Temporary Cash Investments$10,983$23,195▲ $12,212
Prepaid Expenses and Deferred Charges$11,139$11,641▲ $502
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,085,272$6,577,083▲ $491,811
Liabilities
Accounts Payable and Accrued Expenses$137,735$97,978▼ $39,757
Total Liabilities$137,735$97,978▼ $39,757
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,947,537$6,479,105▲ $531,568
Total Liabilities and Net Assets / Fund Balance$6,085,272$6,577,083▲ $491,811

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$96,625$92,797$189,422
Other Securities$5,398,524--
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brandon M IliSr. Compliance OfficerFT$133,126$74,937$208,063
Dwight BurnsCompliance OfficerFT$128,450$74,919$203,369

Board Members and Trustees

NameTitle
Lance WilhelmChairman
Dan RedingCo- Chairman
Russ Burns Jan-juneCo- Chairman
Joyce FurukawaTrustee
Ken KawamotoTrustee
Pane MeatogaTrustee
Steve IngersollTrustee
Analesa TuiasosopoTrustee July-dec
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,833,813
Investment Income
$293,589
Other Revenue
$0
Change in Net Assets
$657,688

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,123,635
Revenue Not Reported on Financial Statements
$3,767
Revenue Not Reported on Form 990
$-126,067
Total Revenue per Audited Statements
$1,997,568
Total Revenue per Form 990
$2,127,402
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,033,181
Other Expenses$436,533
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$451,123
Pension Plan Contributions---$249,748
Current Officers, Directors, Trustees, and Key Employees---$161,783
Other Employee Benefits---$114,542
Payroll Taxes---$55,985
Occupancy---$55,511
Travel---$48,296
Advertising---$45,803
Depreciation Depletion---$36,179
Office Expenses---$29,383
Insurance---$23,861
Fees for Services Other---$21,552
Conferences and Meetings---$18,210
Fees for Services Legal---$17,872
Fees for Services Accounting---$10,670
Fees for Service Investment Mgmnt Fees---$3,767
Other Expenses---$2,716
Total Functional Expenses$0$0$0$1,469,714

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,469,714
Expenses per Audited Statements$1,465,947
Total Expenses per Audited Statements$1,465,947
Expenses Not Reported on Financial Statements$3,767
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
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$96,810
Section 527 Activity Spending$96,810
Total Exempt Function Spending$96,810

Section 527 Organizations

OrganizationLocationAmount
87-3186801Alameda, CA$98,610
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, zenith american solutions.”

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 200, ALAMEDA, CA 94502

Signing Officer

Name
Dan Reding
Title
Trustee
Phone
5106718818
Signed
2022-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Reding
Formed
1987
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
7
Volunteers
0

Preparer

Firm
Eide Bailly Llp
Address
10681 FOOTHILL BLVD STE 300, RANCHO CUCAMONGA, CA 91730-3831
Preparer
Catherine L Gray CPA
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. Informational tax returns, for tax years for which the applicable statutes of limitations have not expired, are subject to examination by authorities.”

Raw XML AppendixShowing 400 of 461 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/OtherExpensesGrp/TotalAmt32716
IRS990/OtherSalariesAndWagesGrp/TotalAmt0451123
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt055985
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0249748
IRS990/PoliticalCampaignActyInd01
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011139
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011641
IRS990/PrincipalOfficerNm0DAN REDING
IRS990/PriorPeriodAdjustmentsAmt0-53
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01833813
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01833813
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt069130
IRS990/PYOtherExpensesAmt0428883
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01933062
IRS990/PYRevenuesLessExpensesAmt0700923
IRS990/PYSalariesCompEmpBnftPaidAmt0872386
IRS990/PYTotalExpensesAmt01301269
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02002192
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd00
IRS990/ReconcilationRevenueExpnssAmt0657688
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05947537
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06479105
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010983
IRS990/SavingsAndTempCashInvstGrp/EOYAmt023195
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/Expended527ActivitiesAmt096810
IRS990ScheduleC/Form1120POLFiledInd00
IRS990ScheduleC/PoliticalExpendituresAmt096810
IRS990ScheduleC/Section527PoliticalOrgGrp/EIN0873186801
IRS990ScheduleC/Section527PoliticalOrgGrp/OrganizationBusinessName/BusinessNameLine1Txt0HAWAII OPERATORS ENGINEERS IND STABILIZATION PAC
IRS990ScheduleC/Section527PoliticalOrgGrp/PaidInternalFundsAmt098610
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/AddressLine1Txt01600 HARBOR PARKWAY
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/CityNm0ALAMEDA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleC/Section527PoliticalOrgGrp/USAddress/ZIPCd094502
IRS990ScheduleC/TotalExemptFunctionExpendAmt096810
IRS990ScheduleD/EquipmentGrp/BookValueAmt096625
IRS990ScheduleD/EquipmentGrp/DepreciationAmt092797
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0189422
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03767
IRS990ScheduleD/ExpensesSubtotalAmt01465947
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03767
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03767
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-126067
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05398524
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EXCHANGE TRADED FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-126067
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03767
IRS990ScheduleD/RevenueSubtotalAmt02123635
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. INFORMATIONAL TAX RETURNS, FOR TAX YEARS FOR WHICH THE APPLICABLE STATUTES OF LIMITATIONS HAVE NOT EXPIRED, ARE SUBJECT TO EXAMINATION BY AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt096625
IRS990ScheduleD/TotalBookValueSecuritiesAmt05398524
IRS990ScheduleD/TotalExpensesPerForm990Amt01469714
IRS990ScheduleD/TotalRevenuePerForm990Amt02127402
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01997568
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01465947
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0133126
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1128450
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt052614
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt152614
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt022323
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt122305
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0BRANDON M ILI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DWIGHT BURNS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SR. COMPLIANCE OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1COMPLIANCE OFFICER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0208063
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1203369
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
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, ZENITH AMERICAN SOLUTIONS.
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:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BOARD OF TRUSTEES HAWAII LABORERS ANNUITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0990224622
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401A TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDING BENEFITS FOR MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01600 HARBOR BAY PKWY STE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ALAMEDA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094502
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06085272
IRS990/TotalAssetsEOYAmt06577083
IRS990/TotalAssetsGrp/BOYAmt06085272
IRS990/TotalAssetsGrp/EOYAmt06577083
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/TotalAmt01469714
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0137735
IRS990/TotalLiabilitiesEOYAmt097978

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,577,083
Liabilities
$97,978
Net assets
$6,479,105
Revenue
$2,127,402
Expenses
$1,469,714
Net income
$657,688
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
2021Detailed filing. Detailed filing data is available for this year.$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

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