Civic Intelligence

Construction Teamsters Apprenticeship Fund for Southern California

990 • Fiscal year 2023 • EIN 20-5230351

Apr 01, 2022 to Mar 31, 2023 • Filed on Feb 08, 2024

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

39th percentile

0.03x

Higher debt load relative to assets than 39% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

51st percentile

0.09x

Higher debt load relative to revenue than 51% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

51st percentile

4.8%

Higher net margin than 51% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

40th percentile

1.1%

Faster asset growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

-3.1%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets39th percentile

Assets

Up

$1,868,888

Up $19,621 (+1.1%) from 2022

Net Assets

Up

$1,819,238

Up $25,459 (+1.4%) from 2022

Liabilities

Down

$49,650

Down $5,838 (-11%) from 2022

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin51st percentile

Revenue

Down

$530,892

Down $17,040 (-3.1%) from 2022

Expenses

Up

$505,433

Up $75,427 (+18%) from 2022

Net Income

Down

$25,459

Down $92,467 (-78%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2023

Assets$1,868,888
Liabilities$49,650
Net Assets$1,819,238
Open 2023 Filing

Operations Trend

Revenue Growth33rd 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

2023

Revenue$530,892
Expenses$505,433
Net Income$25,459
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Feb 8, 2024
Return Version
2022v5.0
Gross Receipts
$530,892
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,793,779$1,819,238▲ $25,459
Cash and Non-Interest-Bearing Accounts$1,741,445$1,765,294▲ $23,849
Accounts Receivable$58,929$51,245▼ $7,684
Prepaid Expenses and Deferred Charges$14,038$32,170▲ $18,132
Land, Buildings, and Equipment, Net$34,855$20,179▼ $14,676
Savings and Temporary Cash Investments$0$0→ $0
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$1,849,267$1,868,888▲ $19,621
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$55,488$49,650▼ $5,838
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$55,488$49,650▼ $5,838
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,793,779$1,819,238▲ $25,459
Total Liabilities and Net Assets / Fund Balance$1,849,267$1,868,888▲ $19,621

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$20,179$84,643$104,822
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Caesar BorjasLabor Trustee
Cliff BathamLabor Trustee
Erik LagafuainaLabor Trustee
Robert StanleyLabor Trustee
John CooperManagement Trustee
Ray BacaManagement Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$530,892
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$25,459

Audited Revenue Reconciliation

Revenue per Audited Statements
$530,892
Total Revenue per Audited Statements
$530,892
Total Revenue per Form 990
$530,892
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$331,707
Other Expenses$173,726
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$207,649$0$0$207,649
Pension Plan Contributions$70,690$0$0$70,690
Other Employee Benefits$41,432$0$0$41,432
Office Expenses$31,605$0$0$31,605
Fees for Services Management$0$28,560$0$28,560
Insurance$20,662$0$0$20,662
Fees for Services Accounting$0$17,248$0$17,248
Travel$17,012$0$0$17,012
Depreciation Depletion$14,677$0$0$14,677
Payroll Taxes$11,936$0$0$11,936
Fees for Services Legal$0$9,056$0$9,056
Information Technology$0$4,882$0$4,882
Occupancy$4,569$0$0$4,569
Conferences and Meetings$3,769$0$0$3,769
Other Expenses$1,868$0$0$1,868
Total Functional Expenses$445,687$59,746$0$505,433

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$505,433
Total Expenses per Audited Statements$505,433
Total Expenses per Form 990$505,433
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 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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.”

Filing and Contact Details

Filer

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

Signing Officer

Name
John Cooper
Title
Trustee
Phone
6267322150
Signed
2024-02-08
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Miller Kaplan Arase Llp
Address
2101 4TH AVE STE 1830, SEATTLE, WA 98121-2345
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.”

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.”

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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.
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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:
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IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0DURING REGISTRATION PERIOD, STUDENTS ARE GIVEN AN INFORMATION PACKET WHICH INCLUDES THE NONDISCRIMINATION POLICY.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, QUESTION 3:
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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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE TRUSTEES AND ADMINISTRATOR OF THE FUND PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VII, SECTION A, COLUMN E:
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CONSTRUCTION TEAMSTERS VACATION-HOLIDAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CONSTRUCTION TEAMSTERS CONTRACT COMP FD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CONSTRUCTION TEAMSTERS SEC FUND FOR SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3CONSTRUCTION TEAMSTERS TRAINING & UPGRAD
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2956059190
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,868,888
Liabilities
$49,650
Net assets
$1,819,238
Revenue
$530,892
Expenses
$505,433
Net income
$25,459
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