Civic Intelligence

Construction Teamsters Apprenticeship Fund for Southern California

990 • Fiscal year 2016 • EIN 20-5230351

Apr 01, 2015 to Mar 31, 2016 • Filed on Feb 06, 2017

Organization ProfileN/A
1325 N Grand Ave STE 200Covina, CA 91724

(626) 732-2150

Siviq Scores

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

Liabilities / Assets

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

36th percentile

0.05x

Higher debt load relative to revenue than 36% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

68th percentile

9.4%

Higher net margin than 68% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

58th percentile

3.5%

Faster asset growth than 58% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

23rd percentile

-11%

Faster revenue growth than 23% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,284,775

Up $43,790 (+3.5%) from 2015

Net Assets

Up

$1,259,318

Up $46,873 (+3.9%) from 2015

Liabilities

Down

$25,457

Down $3,083 (-11%) from 2015

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin68th percentile

Revenue

Down

$498,499

Down $62,853 (-11%) from 2015

Expenses

Up

$451,626

Up $8,287 (+1.9%) from 2015

Net Income

Down

$46,873

Down $71,140 (-60%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $603,246Liabilities 2011: $36,548Net Assets 2011: $566,6982011Assets 2012: $616,941Liabilities 2012: $21,248Net Assets 2012: $595,6932012Assets 2013: $904,639Liabilities 2013: $32,293Net Assets 2013: $872,3462013Assets 2014: $1,122,102Liabilities 2014: $27,670Net Assets 2014: $1,094,4322014Assets 2015: $1,240,985Liabilities 2015: $28,540Net Assets 2015: $1,212,4452015Assets 2016: $1,284,775Liabilities 2016: $25,457Net Assets 2016: $1,259,3182016Assets 2017: $1,284,413Liabilities 2017: $45,850Net Assets 2017: $1,238,5632017Assets 2018: $1,363,449Liabilities 2018: $45,781Net Assets 2018: $1,317,6682018Assets 2019: $1,458,021Liabilities 2019: $44,930Net Assets 2019: $1,413,0912019Assets 2020: $1,547,717Liabilities 2020: $33,604Net Assets 2020: $1,514,1132020Assets 2021: $1,724,878Liabilities 2021: $49,025Net Assets 2021: $1,675,8532021Assets 2022: $1,849,267Liabilities 2022: $55,488Net Assets 2022: $1,793,7792022Assets 2023: $1,868,888Liabilities 2023: $49,650Net Assets 2023: $1,819,2382023Assets 2024: $1,965,743Liabilities 2024: $126,783Net Assets 2024: $1,838,9602024Assets 2025: $1,678,966Liabilities 2025: $112,831Net Assets 2025: $1,566,1352025

Highlighted filing

2016

Assets$1,284,775
Liabilities$25,457
Net Assets$1,259,318
Open 2016 Filing

Operations Trend

Revenue Growth23rd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $145,716Expenses 2011: $160,364Net Income 2011: -$14,6482011Revenue 2012: $363,952Expenses 2012: $334,957Net Income 2012: $28,9952012Revenue 2013: $616,848Expenses 2013: $340,195Net Income 2013: $276,6532013Revenue 2014: $613,917Expenses 2014: $391,831Net Income 2014: $222,0862014Revenue 2015: $561,352Expenses 2015: $443,339Net Income 2015: $118,0132015Revenue 2016: $498,499Expenses 2016: $451,626Net Income 2016: $46,8732016Revenue 2017: $459,619Expenses 2017: $480,374Net Income 2017: -$20,7552017Revenue 2018: $526,371Expenses 2018: $447,266Net Income 2018: $79,1052018Revenue 2019: $545,203Expenses 2019: $449,780Net Income 2019: $95,4232019Revenue 2020: $541,875Expenses 2020: $440,853Net Income 2020: $101,0222020Revenue 2021: $566,466Expenses 2021: $404,726Net Income 2021: $161,7402021Revenue 2022: $547,932Expenses 2022: $430,006Net Income 2022: $117,9262022Revenue 2023: $530,892Expenses 2023: $505,433Net Income 2023: $25,4592023Revenue 2024: $602,912Expenses 2024: $583,190Net Income 2024: $19,7222024Revenue 2025: $669,869Expenses 2025: $956,688Net Income 2025: -$286,8192025

Highlighted filing

2016

Revenue$498,499
Expenses$451,626
Net Income$46,873
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Feb 6, 2017
Return Version
2015v3.0
Gross Receipts
$1,423,679
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,212,445$1,259,318▲ $46,873
Savings and Temporary Cash Investments$923,552$922,249▼ $1,303
Cash and Non-Interest-Bearing Accounts$199,579$255,538▲ $55,959
Accounts Receivable$64,372$62,064▼ $2,308
Land, Buildings, and Equipment, Net$38,125$27,148▼ $10,977
Prepaid Expenses and Deferred Charges$15,357$17,776▲ $2,419
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,240,985$1,284,775▲ $43,790
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$28,540$25,457▼ $3,083
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$28,540$25,457▼ $3,083
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,212,445$1,259,318▲ $46,873
Total Liabilities and Net Assets / Fund Balance$1,240,985$1,284,775▲ $43,790

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$27,148$34,969$62,117
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Erik LagafuainaLabor Trustee
Gene BrewerLabor Trustee
Mike BergenLabor Trustee
Robert StanleyLabor Trustee
George JaggardManagement Trustee
Mike RoddyManagement Trustee
Wes Maymanagement trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$44,428
Program Service Revenue
$449,317
Investment Income
$4,754
Other Revenue
$0
Change in Net Assets
$46,873

Audited Revenue Reconciliation

Revenue per Audited Statements
$498,499
Total Revenue per Audited Statements
$498,499
Total Revenue per Form 990
$498,499
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$279,182
Other Expenses$172,444
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$170,945$0$0$170,945
Other Employee Benefits$53,046$0$0$53,046
Fees for Services Legal$0$42,467$0$42,467
Pension Plan Contributions$42,018$0$0$42,018
Office Expenses$20,579$0$0$20,579
Fees for Services Management$0$19,107$0$19,107
Payroll Taxes$13,173$0$0$13,173
Conferences and Meetings$12,455$0$0$12,455
Depreciation Depletion$11,607$0$0$11,607
Insurance$11,511$0$0$11,511
Fees for Services Accounting$0$11,228$0$11,228
Travel$11,017$0$0$11,017
Fees for Services Other-$9,022-$9,022
Occupancy$3,600$0$0$3,600
Other Expenses$2,947$0$0$2,947
Fees for Service Investment Mgmnt Fees$0$1,636$0$1,636
Advertising$613$0$0$613
Total Functional Expenses$368,166$83,460$0$451,626

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$451,626
Total Expenses per Audited Statements$451,626
Total Expenses per Form 990$451,626
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
Lobbying activity
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Construction Teamsters Apprenticeship Fund
EIN
20-5230351
In Care Of
% MINDY HICKMAN
Phone
6267322150
Address
1325 N Grand Ave STE 200, Covina, CA 91724

Signing Officer

Name
Mike Bergen
Title
Co-chair/trustee
Phone
6267322150
Signed
2017-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gene Brewer
Formed
2006
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
3
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
600 STEWART ST STE 618, SEATTLE, WA 98101-1261
Preparer
Crane Curran
Phone
2065963930
Supplemental Narrative

Additional Explanations

PART I AND PART III, LINE 1:

“THE CONSTRUCTION TEAMSTERS APPRENTICESHIP FUND FOR SOUTHERN CALIFORNIA IS DEDICATED TO PROVIDING TRAINING OF INDENTURED APPRENTICES TO AFFORD THEM THE SKILLS AND KNOWLEDGE NECESSARY TO PARTICIPATE IN THE INDUSTRY AT THE HIGHEST PRODUCTIVITY LEVEL. THE FUND STRIVES TO PROVIDE STUDENTS WITH RELEVANT COURSES DESIGNED TO PRESENT THE LATEST TECHNOLOGIES, SKILLS, AND INSTRUCTION NECESSARY TO MEET THE OBJECTIVES OF THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE SOUTHERN CALIFORNIA GENERAL CONTRACTORS AND TEAMSTERS JOINT COUNCIL NO. 42 AND TEAMSTERS LOCAL UNION NO. 87. PART VI, LINE 11B: The form 990 is reviewed by the TRUSTEES and Administrator of the fund prior to being filed. Part VI, Line 12c: The Conflict of Interest policy is provided to each trustee after a new trustee is appointed and is required that he or she report any real or potential conflicts of interest to the fund's legal counsel. The policy is reviewed annually by the trustees. Part VI, Line 19: All governing documents, the fund's conflict of interest policy, and financial statements are available to the public upon request at the fund's place of business. PART VII, SECTION A, COLUMN E: THE BOARD OF TRUSTEES SERVE FOR NO COMPENSATION. COMPENSATION PAID TO TRUSTEES BY THEIR EMPLOYERS IS REPORTED ON THE EMPLOYERS' ANNUAL TAX FILINGS. THIS INFORMATION IS UNKNOWN TO THE PLAN ADMINISTRATOR.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Fund and recognize a tax liability if the Fund has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 522 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt028540
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt025457
IRS990/AccountsReceivableGrp/BOYAmt064372
IRS990/AccountsReceivableGrp/EOYAmt062064
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt0613
IRS990/AdvertisingGrp/TotalAmt0613
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0MINDY HICKMAN
IRS990/BooksInCareOfDetail/PhoneNum06267322150
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01325 N GRAND AVE STE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0Covina
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091724
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0199579
IRS990/CashNonInterestBearingGrp/EOYAmt0255538
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt012455
IRS990/ConferencesMeetingsGrp/TotalAmt012455
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt044428
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt04754
IRS990/CYOtherExpensesAmt0172444
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0449317
IRS990/CYRevenuesLessExpensesAmt046873
IRS990/CYSalariesCompEmpBnftPaidAmt0279182
IRS990/CYTotalExpensesAmt0451626
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0498499
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt011607
IRS990/DepreciationDepletionGrp/TotalAmt011607
IRS990/Desc0THE CONSTRUCTION TEAMSTERS APRENTICESHIP FUND FOR SOUTHERN CALIFORNIA IS DEDICATED TO PROVIDING TRAINING OF INDENTURED APPRENTICES TO AFFORD THEM THE SKILLS AND KNOWLEDGE NECESSARY TO PARTICIPATE IN THE INDUSTRY AT THE HIGHEST PRODUCTIVITY LEVEL. THE FUND STRIVES TO PROVIDE STUDENTS WITH RELEVANT COURSES DESIGNED TO PRESENT THE LATEST TECHNOLOGIES, SKILLS AND INSTRUCTION NECESSARY TO MEET THE OBJECTIVES OF THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE SOUTHERN CALIFORNIA GENERAL CONTRACTORS AND TEAMSTERS JOINT COUNCIL NO. 42 AND TEAMSTERS LOCAL UNION NO. 87.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011228
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt011228
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt042467
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt042467
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt019107
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt019107
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt09022
IRS990/FeesForServicesOtherGrp/TotalAmt09022
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01636
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01636
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0MIKE BERGEN
IRS990/Form990PartVIISectionAGrp/PersonNm1GENE BREWER
IRS990/Form990PartVIISectionAGrp/PersonNm2ERIK LAGAFUAINA
IRS990/Form990PartVIISectionAGrp/PersonNm3ROBERT STANLEY
IRS990/Form990PartVIISectionAGrp/PersonNm4MIKE RODDY
IRS990/Form990PartVIISectionAGrp/PersonNm5GEORGE JAGGARD
IRS990/Form990PartVIISectionAGrp/PersonNm6WES MAY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6management trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0-180
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt044428
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0925000
IRS990/GrossReceiptsAmt01423679
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt011511
IRS990/InsuranceGrp/TotalAmt011511
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt04934
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04934
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt034969
IRS990/LandBldgEquipBasisNetGrp/BOYAmt038125
IRS990/LandBldgEquipBasisNetGrp/EOYAmt027148
IRS990/LandBldgEquipCostOrOtherBssAmt062117
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0180
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0925000
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01212445
IRS990/NetAssetsOrFundBalancesEOYAmt01259318
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-180
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-180
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt03600
IRS990/OccupancyGrp/TotalAmt03600
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt020579
IRS990/OfficeExpensesGrp/TotalAmt020579
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt053046
IRS990/OtherEmployeeBenefitsGrp/TotalAmt053046
IRS990/OtherExpensesGrp/Desc0PROGRAM MATERIAL EXPENSES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt014655
IRS990/OtherExpensesGrp/ProgramServicesAmt12947
IRS990/OtherExpensesGrp/TotalAmt014655
IRS990/OtherExpensesGrp/TotalAmt12947
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0170945
IRS990/OtherSalariesAndWagesGrp/TotalAmt0170945
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt013173
IRS990/PayrollTaxesGrp/TotalAmt013173
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt042018
IRS990/PensionPlanContributionsGrp/TotalAmt042018
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015357
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017776
IRS990/PrincipalOfficerNm0Gene Brewer
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1AUDIT COLLECTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0449240
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt177
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0449240
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt177
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt034587
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09105
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0172813
IRS990/PYOtherRevenueAmt015266
IRS990/PYProgramServiceRevenueAmt0502394
IRS990/PYRevenuesLessExpensesAmt0118013
IRS990/PYSalariesCompEmpBnftPaidAmt0270526
IRS990/PYTotalExpensesAmt0443339
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0561352
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt046873
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01212445
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01259318
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0923552
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0922249
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt027148
IRS990ScheduleD/EquipmentGrp/DepreciationAmt034969
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt062117
IRS990ScheduleD/ExpensesSubtotalAmt0451626
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueSubtotalAmt0498499
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Fund and recognize a tax liability if the Fund has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt027148
IRS990ScheduleD/TotalExpensesPerForm990Amt0451626
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0498499
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0498499
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0451626
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0DURING REGISTRATION PERIOD, STUDENTS ARE GIVEN AN INFORMATION PACKET WHICH INCLUDES THE NONDISCRIMINATION POLICY.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, QUESTION 3:
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CONSTRUCTION TEAMSTERS APPRENTICESHIP FUND FOR SOUTHERN CALIFORNIA IS DEDICATED TO PROVIDING TRAINING OF INDENTURED APPRENTICES TO AFFORD THEM THE SKILLS AND KNOWLEDGE NECESSARY TO PARTICIPATE IN THE INDUSTRY AT THE HIGHEST PRODUCTIVITY LEVEL. THE FUND STRIVES TO PROVIDE STUDENTS WITH RELEVANT COURSES DESIGNED TO PRESENT THE LATEST TECHNOLOGIES, SKILLS, AND INSTRUCTION NECESSARY TO MEET THE OBJECTIVES OF THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE SOUTHERN CALIFORNIA GENERAL CONTRACTORS AND TEAMSTERS JOINT COUNCIL NO. 42 AND TEAMSTERS LOCAL UNION NO. 87. PART VI, LINE 11B: The form 990 is reviewed by the TRUSTEES and Administrator of the fund prior to being filed. Part VI, Line 12c: The Conflict of Interest policy is provided to each trustee after a new trustee is appointed and is required that he or she report any real or potential conflicts of interest to the fund's legal counsel. The policy is reviewed annually by the trustees. Part VI, Line 19: All governing documents, the fund's conflict of interest policy, and financial statements are available to the public upon request at the fund's place of business. PART VII, SECTION A, COLUMN E: THE BOARD OF TRUSTEES SERVE FOR NO COMPENSATION. COMPENSATION PAID TO TRUSTEES BY THEIR EMPLOYERS IS REPORTED ON THE EMPLOYERS' ANNUAL TAX FILINGS. THIS INFORMATION IS UNKNOWN TO THE PLAN ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I AND PART III, LINE 1:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CONSTRUCTION TEAMSTERS VACATION-HOLIDAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CONSTRUCTION TEAMSTERS CONTRACT COMP FUN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CONSTRUCTION TEAMSTERS SEC FUND FOR SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3CONSTRUCTION TEAMSTERS TRAINING & UPGRAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956195838
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1205230409
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2956059190
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3953019814
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3CA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,284,775
Liabilities
$25,457
Net assets
$1,259,318
Revenue
$498,499
Expenses
$451,626
Net income
$46,873
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.68$0.11$1.57$0.67$0.96$0.29
2024Detailed filing. Detailed filing data is available for this year.$1.97$0.13$1.84$0.60$0.58$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.87$0.05$1.82$0.53$0.51$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.85$0.06$1.79$0.55$0.43$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.72$0.05$1.68$0.57$0.40$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.55$0.03$1.51$0.54$0.44$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.46$0.04$1.41$0.55$0.45$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.36$0.05$1.32$0.53$0.45$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.28$0.05$1.24$0.46$0.48$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.28$0.03$1.26$0.50$0.45$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.03$1.21$0.56$0.44$0.12
2014Summary only. Only limited summary data is available for this year.$1.12$0.03$1.09$0.61$0.39$0.22
2013Summary only. Only limited summary data is available for this year.$0.90$0.03$0.87$0.62$0.34$0.28
2012Summary only. Only limited summary data is available for this year.$0.62$0.02$0.60$0.36$0.33$0.03
2011Summary only. Only limited summary data is available for this year.$0.60$0.04$0.57$0.15$0.16$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits