Operating Engineers Health And Welfare Trust Fund in Alameda, California (CA)

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Operating Engineers Health And Welfare Trust Fund
Employer Identification Number (EIN)942784001
Name of OrganizationOperating Engineers Health And Welfare Trust Fund
Address1640 S Loop Rd, Alameda, CA 94502-7089
ActivitiesEmployee or member welfare association, Sick, accident, death, or similar benefits
SubsectionVoluntary Employees' Beneficiary Association (Govt. Emps.)
Ruling Date07/1984
DeductibilityContributions are not deductible
FoundationAll organizations except 501(c)(3)
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$50,000,000 to greater
Income$50,000,000 to greater
Filing Requirement990 (all other) or 990EZ return
Asset Amount$246,257,032
Amount of Income$477,406,441
Form 990 Revenue Amount$214,074,552
National Taxonomy of Exempt Entities (NTEE)Mutual/Membership Benefit Organizations, Other: Voluntary Employees Beneficiary Associations (Non-Government)


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Amount of income in 2013: $477,406,441
Operating Engineers Health And Welfare Trust Fund: 

 $477,406,441
Other organizations performing similar types of work: 

 $15,763,180

Assets in 2013: $246,257,032
This organization: 

 $246,257,032
Other organizations performing similar types of work: 

 $11,878,897

Expenses in 2012: $171,360,398
This organization: 

 $171,360,398
Other organizations performing similar types of work: 

 $9,981,586

Income to expenses ratio in 2012: 2.8
This organization: 

 2.8
Other organizations performing similar types of work: 

 1.2

Employees paid over $100,000 in 2012: 52.4%
Operating Engineers Health And Welfare Trust Fund: 

 52.4%
Other organizations performing similar types of work: 

 0.0%

Financial snapshot ($)

Revenue for 2012

Functional expenses for 2012

Statements Regarding Other IRS Filings and Tax Compliance (for 2012)
Did the organization have unrelated business gross income of $1,000 or more during the year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2012)
Total revenue$193,298,239
Contributions, Gifts, Grants and Other Similar Amounts$0
Program Service Revenue$183,921,975
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$4,460,777
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$0
Net loss from sales of assets other than inventory$-40,450
Gross amount from sales of assets other than inventory (Securities / Other)$280,879,248 / $0
Less: cost or other basis and sales expenses (Securities / Other)$280,919,698 / $0
Gain or (loss) (Securities / Other)$-40,450 / $0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$4,955,937
Statement of Functional Expenses (for 2012)
Total functional expenses$171,360,398
Compensation of current officers, directors, trustees, and key employees$0
Other salaries and wages$0
Payroll taxes$9,833
Professional fundraising services$0
Other$171,350,565
Balance Sheet (for 2012)
Total assets$181,412,965
Total liabilities$114,629,523
Tax-exempt bond liabilities$0
Secured mortgages and notes payable to unrelated third parties$0
Unsecured notes and loans payable to unrelated third parties$0
Other$114,629,523
Total net assets or fund balances$66,783,442
Retained earnings, endowment, accumulated income, or other funds$66,783,442
Reason for Public Charity Status (for 2012)
The organization is not a private foundation because it is:Not provided
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$111,044,627$105,341,979$123,522,373$102,059,484$156,878,377$171,442,157$200,339,267$200,489,094
Contributions, gifts, grants, and similar amounts received$0$0$0$0$0$0$0$0
Contributions to donor advised funds$0$0
Direct public support$0$0$0$0$0$0$0$0
Indirect public support$0$0$0$0$0$0$0$0
Government contributions (grants)$0$0$0$0$0$0$0$0
Program service revenue including government fees and contracts$96,466,802$99,819,431$115,205,193$94,316,519$146,844,460$163,500,813$181,299,211$187,003,204
Membership dues and assessments$0$0$0$0$0$0$0$0
Interest on savings and temporary cash investments$329,360$287,215$101,136$103,713$167,910$466,030$511,825$559,854
Dividends and interest from securities$10,666,193$9,488,414$7,756,164$4,095,210$5,413,654$4,874,890$3,018,768$4,913,688
Net rental income or (loss)$0$0$0$0$0$0$0$0
Gross rents$0$0$0$0$0$0$0$0
Less: rental expenses$0$0$0$0$0$0$0$0
Other investment income$0$0$0$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$0$0$0$0$0$0$0$0
Gross amount from sales of assets other than inventory$0$0$0$0$0$0$0$0
Less: cost or other basis and sales expenses$0$0$0$0$0$0$0$0
Net income or (loss) from special events and activities$0$0$0$0$0$0$0$0
Gross revenue$0$0$0$0$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0$0$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0$0$0$0
Other revenue$3,582,272$-4,253,081$459,880$3,544,042$4,452,353$2,600,424$15,509,463$8,012,348
Total expenses$101,975,528$114,178,330$147,315,055$117,290,410$154,691,843$169,850,848$203,138,699$186,250,244
Program services$0$0$0$0$0$0$0$0
Management and general$0$0$0$0$0$0$0$0
Fundraising$0$0$0$0$0$0$0$0
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$112,071,466$103,235,115$73,654,232$58,423,306$60,834,840$62,426,149$59,626,717$73,865,567
Excess or (deficit) for the year$9,069,099$-8,836,351$-23,792,682$-15,230,926$2,186,534$1,591,309$-2,799,432$14,238,850
Net assets or fund balances at beginning of year$103,002,367$112,071,466$103,235,115$73,654,232$58,423,306$60,834,840$62,426,149$59,626,717
Other changes in net assets or fund balances$0$0$-5,788,201$0$225,000$0$0$0
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$186,250,244$0$0$0
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$172,569,438
Compensation of current officers, directors, key employees, etc.$18,731$0$0$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$0$0$0$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$0$0$0$0
Payroll taxes$0$0$0$0
Professional fundraising fees$0$0$0$0
Accounting fees$73,513$0$0$0
Legal fees$90,452$0$0$0
Supplies$0$0$0$0
Telephone$25,874$0$0$0
Postage and shipping$443,525$0$0$0
Occupancy$0$0$0$0
Equipment rental and maintenance$0$0$0$0
Printing and publications$259,530$0$0$0
Travel$0$0$0$0
Conferences, conventions, and meetings$19,893$0$0$0
Interest$0$0$0$0
Depreciation, depletion, etc.$0$0$0$0
Other expenses not covered above$12,749,288$0$0$0
Balance Sheets
20002001200220032004200520062007
Total assets$191,577,159$191,958,900$184,453,488$185,905,036$184,993,536$198,538,277$208,998,904$221,379,217
Cash - non-interest-bearing$0$0$0$0$0$1,682,698$6,139,523$4,932,368
Savings and temporary cash investments$5,079,292$1,948,350$5,913,995$13,188,751$19,852,890$23,281,635$12,374,849$20,317,054
Accounts receivable less allowance for doubtful accounts$8,117,837$8,699,345$9,097,916$9,349,036$12,194,885$13,276,360$14,484,262$13,686,761
Pledges receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Inventories for sale or use$0$0$0$0$0$0$0$0
Prepaid expenses and deferred charges$24,962$24,962$38,402$10,877$10,655$10,936$10,697$57,258
Investments - publicly-traded securities$55,177,905$58,287,588
Investments - other securities$176,214,328$179,204,461$167,045,457$161,393,947$125,265,607$129,966,297$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Investments - other$0$0$288,829$0$25,365,698$27,090,565$118,142,273$120,487,100
Land, buildings, and equipment less accumulated depreciation$910$34$0$0$0$0$0$0
Other assets, including program-related investments$2,139,830$2,081,748$2,068,889$1,962,425$2,303,801$3,229,786$2,669,395$3,611,088
Total liabilities$79,505,693$88,723,785$110,799,256$127,481,730$124,158,696$136,112,128$149,372,187$147,513,650
Accounts payable and accrued expenses$30,673,825$30,480,073$40,937,395$385,433$37,795,694$47,144,173$42,061,716$40,906,737
Grants payable$0$0$0$0$0$0$0$0
Deferred revenue$0$0$0$0$0$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0$0$0$0$0
Mortgages and other notes payable$0$0$0$0$0$0$0$0
Other liabilities$48,831,868$58,243,712$69,861,861$127,096,297$86,363,002$88,967,955$107,310,471$106,606,913
Total liabilities and net assets/fund balances$191,577,159$191,958,900$184,453,488$185,905,036$184,993,536$198,538,277$208,998,904$221,379,217
Total net assets or fund balances$112,071,466$103,235,115$73,654,232$58,423,306$60,834,840$62,426,149$59,626,717$73,865,567
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$0$0$0$0$0$0$0$0
Total revenue, gains, and other support per audited financial statements$0$0$0$0$0$0$0$0
Other expenses$0$0$0$0$0$0$0$0
Net unrealized gains on investments$0$0$0$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Other revenue$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$0$0$0$0$0$0$0$0
Total expenses and losses per audited financial statements$0$0$0$0$0$0$0$0
Other revenue$0$0$0$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Other expenses$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings21
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?No
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$5,473,542$195,015,552
Program service revenue
Program service revenue 1000000$000$0$183,416,112
Program service revenue 2000000$000$0$3,587,092
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$559,854$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$4,913,688$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$8,012,348
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
0000000000%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it is
Support Schedule
19992000200120022003200420052006
Total$0$0$0$0$0$0$0$0
Gifts, grants, and contributions received$0$0$0$0$0$0$0$0
Membership fees received$0$0$0$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0$0$0$0$0$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0$0$0$0$0$0$0
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$0$0$0$0$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Wells Fargo & Company Employee Benefit Trust333 Market Street 8th Floor Room A0, San Francisco, CA 94105-2101CA1979-02$4,019,673,618
2Motion Picture H&w Fund, Health & Welfare Fund11365 Ventura Boulevard, Studio City, CA 91604-3148CA1954-02$1,947,655,269
3Writers Guild-Industry Health Fund1015 N Hollywood Way, Burbank, CA 91505-2526CA1971-07$1,675,272,073
4United Food & Commercial Workers Unions & Food Employers Ben Fund6425 Katella Ave, Cypress, CA 90630-5246CA1962-11$1,364,166,580
5Southern California Edison Co Veba Represented Trust2244 Walnut Grove Ave Quad 2c, Rosemead, CA 91770-3714CA1992-09$1,259,634,327
6Ufcw Bay Area Health & Welfare Trust Fund1277 Treat Boulevard 10th Floor, Walnut Creek, CA 94597-7975CA1974-10$701,284,350
7Carpenters Health And Welfare Trust265 Hegenberger Rd Ste 100, Oakland, CA 94621-1480CA1964-04$662,245,238
8San Francisco Culinary Bartenders & Service Employees Welfare Fund1640 S Loop Rd, Alameda, CA 94502-7089CA1968-12$660,230,059
9International Longshrmns & Warehsmn Union-Paci Mrtm Assoc Welfare Fund1188 Franklin St Ste 300, San Francisco, CA 94109-6852CA1951-10$622,493,134
10Ufcw & Employers Benefit Trust Fund1000 Burnett Ave Ste 110, Concord, CA 94520-2000CA1988-01$609,091,030
11Operating Engineers Health And Welfare Trust Fund1640 S Loop Rd, Alameda, CA 94502-7089CA1984-07$477,406,441
12Chevrontexaco Corporation Medical Plan OrganizationSan Ramon, CA 94583CA$431,048,698
13Laborers Health And Welfare Trust For Southern California4399 Santa Anita Ave Ste 200, El Monte, CA 91731-1648CA1957-02$384,169,466
14Northern California General Teamsters Security FundPO BOX 2300, Stockton, CA 95201-2300CA1958-11$371,493,560
15Laborers Health And Welfare Trust Fund For Northern California220 Campus Ln, Fairfield, CA 94534-1498CA1955-02$353,150,262
16Southwest Carpenters Health And Welfare Trust533 S Fremont Ave, Los Angeles, CA 90071-1712CA1956-05$315,356,501
17Oracle Corporation-Veba Tr 052996, Lange Deborah A & Bruce Et Al Ttee500 Oracle Parkway M/S 5op-812, Redwood Shores, CA 94065CA1997-10$303,043,937
18Mckesson Corporation Health Plan Fka Foremost-Mckesson Inc Health P1 Post St Fl 35, San Francisco, CA 94104-5239CA1979-04$299,324,956
19Teamster Benefit Trust39420 Liberty St Ste 260, Fremont, CA 94538-2297CA1990-01$295,643,405
20Screen Actors Guild-Producers3601 W Olive Ave, Burbank, CA 91505-4662CA1987-02$282,855,099
Number of organizations performing similar types of work
Alaska4
Alabama13
Arkansas6
Arizona19
California214
Colorado19
Connecticut44
District of Columbia23
Delaware6
Florida40
Georgia41
Hawaii21
Iowa25
Idaho5
Illinois226
Indiana45
Kansas18
Kentucky22
Louisiana10
Massachusetts79
Maryland58
Maine4
Michigan100
Minnesota79
Missouri75
Mississippi6
Montana7
North Carolina46
North Dakota6
Nebraska12
New Hampshire5
New Jersey130
New Mexico3
Nevada17
New York321
Ohio133
Oklahoma13
Oregon39
Pennsylvania198
Rhode Island19
South Carolina6
South Dakota2
Tennessee45
Texas112
Utah16
Virginia31
Vermont1
Washington66
Wisconsin62
West Virginia13
Wyoming1
International1
Total2,507

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