Civic Intelligence

Construction Teamsters Apprenticeship Fund for Southern California

990 • Fiscal year 2018 • EIN 20-5230351

Apr 01, 2017 to Mar 31, 2018 • Filed on Feb 06, 2019

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

37th percentile

0.03x

Higher debt load relative to assets than 37% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

49th percentile

0.09x

Higher debt load relative to revenue than 49% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

73rd percentile

15%

Higher net margin than 73% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

65th percentile

6.2%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

69th percentile

15%

Faster revenue growth than 69% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$1,363,449

Up $79,036 (+6.2%) from 2017

Net Assets

Up

$1,317,668

Up $79,105 (+6.4%) from 2017

Liabilities

Down

$45,781

Down $69 (-0.2%) from 2017

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin73rd percentile

Revenue

Up

$526,371

Up $66,752 (+15%) from 2017

Expenses

Down

$447,266

Down $33,108 (-6.9%) from 2017

Net Income

Up

$79,105

Up $99,860 (+481%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th 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

2018

Assets$1,363,449
Liabilities$45,781
Net Assets$1,317,668
Open 2018 Filing

Operations Trend

Revenue Growth69th 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

2018

Revenue$526,371
Expenses$447,266
Net Income$79,105
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Feb 6, 2019
Return Version
2017v2.3
Gross Receipts
$526,371
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,238,563$1,317,668▲ $79,105
Savings and Temporary Cash Investments$1,074,253$1,066,068▼ $8,185
Cash and Non-Interest-Bearing Accounts$128,045$213,276▲ $85,231
Accounts Receivable$60,808$75,075▲ $14,267
Land, Buildings, and Equipment, Net$17,843$6,267▼ $11,576
Prepaid Expenses and Deferred Charges$3,464$2,763▼ $701
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$1,284,413$1,363,449▲ $79,036
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$45,850$45,781▼ $69
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$45,850$45,781▼ $69
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,238,563$1,317,668▲ $79,105
Total Liabilities and Net Assets / Fund Balance$1,284,413$1,363,449▲ $79,036

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,267$57,575$63,842
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
Mike RoddyManagement Trustee
Wes Maymanagement trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$516,566
Investment Income
$9,805
Other Revenue
$0
Change in Net Assets
$79,105

Audited Revenue Reconciliation

Revenue per Audited Statements
$526,371
Total Revenue per Audited Statements
$526,371
Total Revenue per Form 990
$526,371
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$290,421
Other Expenses$156,845
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$177,271$0$0$177,271
Other Employee Benefits$53,742$0$0$53,742
Pension Plan Contributions$46,014$0$0$46,014
Fees for Services Legal$0$36,496$0$36,496
Fees for Services Management$0$21,765$0$21,765
Office Expenses$19,741$0$0$19,741
Fees for Services Accounting$0$16,374$0$16,374
Payroll Taxes$13,394$0$0$13,394
Depreciation Depletion$11,576$0$0$11,576
Insurance$11,383$0$0$11,383
Travel$9,169$0$0$9,169
Conferences and Meetings$3,720$0$0$3,720
Occupancy$3,708$0$0$3,708
Other Expenses$2,153$0$0$2,153
Fees for Services Other$0$2,000$0$2,000
Information Technology$0$1,863$0$1,863
Total Functional Expenses$368,768$78,498$0$447,266

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$447,266
Total Expenses per Audited Statements$447,266
Total Expenses per Form 990$447,266
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
trustee/co-chair
Phone
6267322150
Signed
2019-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
mike bergen
Formed
2006
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
3
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
600 STEWART ST STE 618, SEATTLE, WA 98101-1261
Preparer
Catalina Kirby
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 ADMINISTRATORS.”

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 526 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/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/NetAssetsOrFundBalancesBOYAmt01238563
IRS990/NetAssetsOrFundBalancesEOYAmt01317668
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt03708
IRS990/OccupancyGrp/TotalAmt03708
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt019741
IRS990/OfficeExpensesGrp/TotalAmt019741
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt053742
IRS990/OtherEmployeeBenefitsGrp/TotalAmt053742
IRS990/OtherExpensesGrp/Desc0PROGRAM MATERIAL EXPENSES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt016897
IRS990/OtherExpensesGrp/ProgramServicesAmt12153
IRS990/OtherExpensesGrp/TotalAmt016897
IRS990/OtherExpensesGrp/TotalAmt12153
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0177271
IRS990/OtherSalariesAndWagesGrp/TotalAmt0177271
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt013394
IRS990/PayrollTaxesGrp/TotalAmt013394
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt046014
IRS990/PensionPlanContributionsGrp/TotalAmt046014
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03464
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02763
IRS990/PrincipalOfficerNm0mike bergen
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1AUDIT COLLECTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0516410
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1156
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0516410
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1156
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05139
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0172552
IRS990/PYOtherRevenueAmt013213
IRS990/PYProgramServiceRevenueAmt0441267
IRS990/PYRevenuesLessExpensesAmt0-20755
IRS990/PYSalariesCompEmpBnftPaidAmt0307822
IRS990/PYTotalExpensesAmt0480374
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0459619
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt079105
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/BOYAmt01238563
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01317668
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01074253
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01066068
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt06267
IRS990ScheduleD/EquipmentGrp/DepreciationAmt057575
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt063842
IRS990ScheduleD/ExpensesSubtotalAmt0447266
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueSubtotalAmt0526371
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/TotalBookValueLandBuildingsAmt06267
IRS990ScheduleD/TotalExpensesPerForm990Amt0447266
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0526371
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0526371
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0447266
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 ADMINISTRATORS.
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0VACATION PLAN

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,363,449
Liabilities
$45,781
Net assets
$1,317,668
Revenue
$526,371
Expenses
$447,266
Net income
$79,105
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