Civic Intelligence

Construction Teamsters Apprenticeship Fund for Southern California

990 • Fiscal year 2024 • EIN 20-5230351

Apr 01, 2023 to Mar 31, 2024 • Filed on Feb 14, 2025

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

51st percentile

0.06x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.21x

Higher debt load relative to revenue than 67% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

47th percentile

3.3%

Higher net margin than 47% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

53rd percentile

5.2%

Faster asset growth than 53% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

14%

Faster revenue growth than 59% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$1,965,743

Up $96,855 (+5.2%) from 2023

Net Assets

Up

$1,838,960

Up $19,722 (+1.1%) from 2023

Liabilities

Up

$126,783

Up $77,133 (+155%) from 2023

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin47th percentile

Revenue

Up

$602,912

Up $72,020 (+14%) from 2023

Expenses

Up

$583,190

Up $77,757 (+15%) from 2023

Net Income

Down

$19,722

Down $5,737 (-23%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2024

Assets$1,965,743
Liabilities$126,783
Net Assets$1,838,960
Open 2024 Filing

Operations Trend

Revenue Growth59th 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

2024

Revenue$602,912
Expenses$583,190
Net Income$19,722
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2023 to Mar 31, 2024
Signed
Feb 14, 2025
Return Version
2023v6.0
Gross Receipts
$602,912
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,819,238$1,838,960▲ $19,722
Cash and Non-Interest-Bearing Accounts$1,765,294$1,789,242▲ $23,948
Land, Buildings, and Equipment, Net$20,179$100,325▲ $80,146
Accounts Receivable$51,245$38,912▼ $12,333
Prepaid Expenses and Deferred Charges$32,170$37,264▲ $5,094
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$1,868,888$1,965,743▲ $96,855
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$49,650$126,783▲ $77,133
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$49,650$126,783▲ $77,133
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,819,238$1,838,960▲ $19,722
Total Liabilities and Net Assets / Fund Balance$1,868,888$1,965,743▲ $96,855

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$100,325$82,697$183,022
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$596,795
Investment Income
$6,117
Other Revenue
$0
Change in Net Assets
$19,722

Audited Revenue Reconciliation

Revenue per Audited Statements
$602,912
Total Revenue per Audited Statements
$602,912
Total Revenue per Form 990
$602,912
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$379,785
Other Expenses$203,405
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$265,364$0$0$265,364
Pension Plan Contributions$51,359$0$0$51,359
Other Employee Benefits$49,129$0$0$49,129
Office Expenses$35,039$0$0$35,039
Fees for Services Management$0$29,760$0$29,760
Fees for Services Legal$0$28,307$0$28,307
Insurance$20,842$0$0$20,842
Other Expenses$20,198$0$0$20,198
Fees for Services Accounting$0$16,625$0$16,625
Payroll Taxes$13,933$0$0$13,933
Information Technology$0$13,183$0$13,183
Travel$6,572$0$0$6,572
Occupancy$5,436$0$0$5,436
Conferences and Meetings$4,857$0$0$4,857
Total Functional Expenses$495,315$87,875$0$583,190

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$583,190
Total Expenses per Audited Statements$583,190
Total Expenses per Form 990$583,190
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
Robert Stanley
Title
Chairman
Phone
6267322150
Signed
2025-02-14
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
5
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
3900 W ALAMEDA AVE STE 2400, BURBANK, CA 91505-4302
Preparer
Gustavo Valle
Phone
8187692010
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.”

Raw XML AppendixShowing 400 of 551 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/BOYAmt049650
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0126783
IRS990/AccountsReceivableGrp/BOYAmt051245
IRS990/AccountsReceivableGrp/EOYAmt038912
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0ZENITH AMERICAN SOLUTIONS
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/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01765294
IRS990/CashNonInterestBearingGrp/EOYAmt01789242
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt04857
IRS990/ConferencesMeetingsGrp/TotalAmt04857
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06117
IRS990/CYOtherExpensesAmt0203405
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0596795
IRS990/CYRevenuesLessExpensesAmt019722
IRS990/CYSalariesCompEmpBnftPaidAmt0379785
IRS990/CYTotalExpensesAmt0583190
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0602912
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
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/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt016625
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt016625
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt028307
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt028307
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt029760
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt029760
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
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/PersonNm0ERIK LAGAFUAINA
IRS990/Form990PartVIISectionAGrp/PersonNm1ROBERT STANLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN COOPER
IRS990/Form990PartVIISectionAGrp/PersonNm3RAY BACA
IRS990/Form990PartVIISectionAGrp/PersonNm4CAESAR BORJAS
IRS990/Form990PartVIISectionAGrp/PersonNm5CLIFF BATHAM
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN CARRILLO
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/TitleTxt2MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3MANAGEMENT TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6LABOR TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt06092
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt06092
IRS990/GrossReceiptsAmt0602912
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt013183
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt013183
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt020842
IRS990/InsuranceGrp/TotalAmt020842
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt025
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
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/LandBldgEquipAccumDeprecAmt082697
IRS990/LandBldgEquipBasisNetGrp/BOYAmt020179
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0100325
IRS990/LandBldgEquipCostOrOtherBssAmt0183022
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
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/NetAssetsOrFundBalancesBOYAmt01819238
IRS990/NetAssetsOrFundBalancesEOYAmt01838960
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06092
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06092
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt05436
IRS990/OccupancyGrp/TotalAmt05436
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt035039
IRS990/OfficeExpensesGrp/TotalAmt035039
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt049129
IRS990/OtherEmployeeBenefitsGrp/TotalAmt049129
IRS990/OtherExpensesGrp/Desc0PROGRAM MATERIAL EXPENSES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc2PROMOTIONAL EXPENSES
IRS990/OtherExpensesGrp/Desc3DEPRECIATION & AMORTIZATION
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt020339
IRS990/OtherExpensesGrp/ProgramServicesAmt11203
IRS990/OtherExpensesGrp/ProgramServicesAmt21044
IRS990/OtherExpensesGrp/ProgramServicesAmt320198
IRS990/OtherExpensesGrp/TotalAmt020339
IRS990/OtherExpensesGrp/TotalAmt11203
IRS990/OtherExpensesGrp/TotalAmt21044
IRS990/OtherExpensesGrp/TotalAmt320198
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0265364
IRS990/OtherSalariesAndWagesGrp/TotalAmt0265364
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt013933
IRS990/PayrollTaxesGrp/TotalAmt013933
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt051359
IRS990/PensionPlanContributionsGrp/TotalAmt051359
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt032170
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037264
IRS990/PrincipalOfficerNm0JOHN COOPER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0596795
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0596795
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0173726
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0530892
IRS990/PYRevenuesLessExpensesAmt025459
IRS990/PYSalariesCompEmpBnftPaidAmt0331707
IRS990/PYTotalExpensesAmt0505433
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0530892
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt019722
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/BOYAmt01819238
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01838960
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0100325
IRS990ScheduleD/EquipmentGrp/DepreciationAmt082697
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0183022
IRS990ScheduleD/ExpensesSubtotalAmt0583190
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueSubtotalAmt0602912
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/TotalBookValueLandBuildingsAmt0100325
IRS990ScheduleD/TotalExpensesPerForm990Amt0583190
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0602912
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0602912
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0583190
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.
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:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,965,743
Liabilities
$126,783
Net assets
$1,838,960
Revenue
$602,912
Expenses
$583,190
Net income
$19,722
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