Mackenzie Engineering INC Veba Trust: FY2022 Nonprofit Profile & Form 990 (EIN 47-6650627)

Revenue by fiscal year
FY2020	$203K
FY2021	$213K
FY2022	$204K
FY2023	$219K
FY2024	$223K
FY2025	$160K

Expenses by fiscal year
FY2020	$138K
FY2021	$182K
FY2022	$169K
FY2023	$139K
FY2024	$164K
FY2025	$127K

Net assets by fiscal year
FY2020	$852K
FY2021	$929K
FY2022	$854K
FY2023	$1.0M
FY2024	$1.1M
FY2025	$1.2M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 2015.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

1 person listed on the 990.

Part VII, Section A · reportable compensation

Mackenzie Engineering INC

Trustee

$0Pt VII · Sec A

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides health care expense benefits to eligible retirees.

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1 program · in their own filed words · FY2022

01

Provision of health care expense benefits for mackenzie engineering, inc. Retirees and their qualified beneficiaries as permitted under irc sec. 501(c)(9).

Pt IX · col B

By the numbers

The FY2022 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$204K

Ln 12

Fees for servicesLn 2g$191K

Investment incomeLn 3$13K

Money outPt IX

$169K

Ln 25

Owns and owesPt X

$854K

net assets · Ln 32

Cash and savingsLn 1–2$97K

Total assetsLn 16$854K

LiabilitiesLn 26$0

PeoplePt VI, VII

1

listed · VII A

PaidVII A0

Voting boardVI 1a1

IndependentVI 1b0

2In more detail

Revenue in detailPt VIII

Fees for servicesLn 2g$191K

Investment incomeLn 3$13K

Gains on assetsLn 7−$8K

Total revenueLn 12$204K

Assets in detailPt X, end of year

CashLn 1$97K

Cash and savings togetherLn 1–2$97K

InvestmentsLn 11–13$757K

Total assetsLn 16$854K

LiabilitiesLn 26$0

Net assetsLn 32$854K

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY22	End FY22
Cash and savingsLn 1–2	$100K	$97K
InvestmentsLn 11–13	$829K	$757K
Total assetsLn 16	$929K	$854K
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$929K	$854K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Benefits paid to or for membersLn 4	$169K
Other expenses (24a–d)Ln 24	$25
Total functional expensesLn 25	$169K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$160K	$127K	$32K	$1.2M	990 PDF
FY2024	$223K	$164K	$59K	$1.1M	990 PDF
FY2023	$219K	$139K	$80K	$1.0M	990 PDF
FY2022 Viewing	$204K	$169K	$35K	$854K	990 PDF
FY2021	$213K	$182K	$32K	$929K	990 PDF
FY2020	$203K	$138K	$65K	$852K	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2022 990 (6 parts)

Part I · Summary $204,225 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $171,214$191,361

I-10 Investment incomePrior year $42,251$12,864

I-11 Other revenuePrior year $0$0

I-12 Total revenuePrior year $213,465$204,225

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $181,539$169,129

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $25$25

I-18 Total expensesPrior year $181,564$169,154

I-19 Revenue less expensesPrior year $31,901$35,071

Part VI · Governance 0 of 1 board members independent, 4 to look at

VI-1a Voting members of the governing body1

VI-1b Independent voting members0

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $204,225 across 4 lines filed

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $191,361$191,361

VIII-3 Investment incomeExcluded from tax $20,469$20,469

VIII-7 Net gain or loss on sales of assetsExcluded from tax −$7,605−$7,605

VIII-12 Total revenueRelated to mission $191,361 · Unrelated business $0 · Excluded from tax $12,864$204,225

Part IX · Statement of functional expenses $169,154 across 2 lines filed

IX-4 Benefits paid to or for members$169,129

IX-24 Other expenses (24a–d)$25

IX-25 Total functional expenses$169,154

Part X · Balance sheet $853,609 assets, 6 lines filed

X-1 Cash, non-interest-bearingStart of year $99,741$96,972

X-11 Publicly traded securitiesStart of year $829,159$756,637

X-16 Total assetsStart of year $928,900$853,609

X-26 Total liabilitiesStart of year $0$0

X-32 Total net assets or fund balancesStart of year $928,900$853,609

X-33 Total liabilities and net assetsStart of year $928,900$853,609

Part XI · Reconciliation of net assets $853,609 net assets at year end

XI-1 Total revenue$204,225

XI-2 Total expenses$169,154

XI-3 Revenue less expenses$35,071

XI-4 Net assets at start of year$928,900

XI-5 Net unrealized gains (losses) on investments−$110,362

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$853,609

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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Mackenzie Engineering INC Veba Trust FY2022 filing

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