Civic Intelligence

Construction Teamsters Contract Compliance Fund for Southern California

990 • Fiscal year 2018 • EIN 20-5230409

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

26th percentile

0.04x

Higher debt load relative to assets than 26% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

51st percentile

0.18x

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

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Net Margin

24th percentile

-2.8%

Higher net margin than 24% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

23rd percentile

$0

Higher top officer pay than 23% of similar nonprofits.

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

2018 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2018

Asset Growth

44th percentile

0.7%

Faster asset growth than 44% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

15%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,262,857

Up $9,191 (+0.7%) from 2017

Net Assets

Down

$1,217,906

Down $7,089 (-0.6%) from 2017

Liabilities

Up

$44,951

Up $16,280 (+57%) from 2017

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin24th percentile

Revenue

Up

$255,354

Up $33,449 (+15%) from 2017

Expenses

Up

$262,443

Up $63,333 (+32%) from 2017

Net Income

Down

-$7,089

Down $29,884 (-131%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $881,700Liabilities 2011: $25,131Net Assets 2011: $856,5692011Assets 2012: $891,659Liabilities 2012: $9,280Net Assets 2012: $882,3792012Assets 2013: $965,840Liabilities 2013: $17,236Net Assets 2013: $948,6042013Assets 2014: $1,104,843Liabilities 2014: $11,252Net Assets 2014: $1,093,5912014Assets 2015: $1,191,585Liabilities 2015: $22,935Net Assets 2015: $1,168,6502015Assets 2016: $1,239,990Liabilities 2016: $37,790Net Assets 2016: $1,202,2002016Assets 2017: $1,253,666Liabilities 2017: $28,671Net Assets 2017: $1,224,9952017Assets 2018: $1,262,857Liabilities 2018: $44,951Net Assets 2018: $1,217,9062018Assets 2019: $1,271,221Liabilities 2019: $12,883Net Assets 2019: $1,258,3382019Assets 2020: $1,306,884Liabilities 2020: $14,097Net Assets 2020: $1,292,7872020Assets 2021: $1,258,441Liabilities 2021: $17,910Net Assets 2021: $1,240,5312021Assets 2022: $1,195,217Liabilities 2022: $25,723Net Assets 2022: $1,169,4942022Assets 2023: $1,115,494Liabilities 2023: $22,729Net Assets 2023: $1,092,7652023Assets 2024: $1,123,176Liabilities 2024: $53,619Net Assets 2024: $1,069,5572024Assets 2025: $1,093,035Liabilities 2025: $26,798Net Assets 2025: $1,066,2372025

Highlighted filing

2018

Assets$1,262,857
Liabilities$44,951
Net Assets$1,217,906
Open 2018 Filing

Operations Trend

Revenue Growth81st percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $262,992Expenses 2011: $154,658Net Income 2011: $108,3342011Revenue 2012: $183,797Expenses 2012: $157,987Net Income 2012: $25,8102012Revenue 2013: $199,598Expenses 2013: $133,373Net Income 2013: $66,2252013Revenue 2014: $264,827Expenses 2014: $119,840Net Income 2014: $144,9872014Revenue 2015: $246,554Expenses 2015: $171,495Net Income 2015: $75,0592015Revenue 2016: $225,737Expenses 2016: $192,187Net Income 2016: $33,5502016Revenue 2017: $221,905Expenses 2017: $199,110Net Income 2017: $22,7952017Revenue 2018: $255,354Expenses 2018: $262,443Net Income 2018: -$7,0892018Revenue 2019: $265,518Expenses 2019: $225,086Net Income 2019: $40,4322019Revenue 2020: $273,330Expenses 2020: $238,881Net Income 2020: $34,4492020Revenue 2021: $280,518Expenses 2021: $332,774Net Income 2021: -$52,2562021Revenue 2022: $268,260Expenses 2022: $339,297Net Income 2022: -$71,0372022Revenue 2023: $259,032Expenses 2023: $335,761Net Income 2023: -$76,7292023Revenue 2024: $336,616Expenses 2024: $359,618Net Income 2024: -$23,0022024Revenue 2025: $421,468Expenses 2025: $450,360Net Income 2025: -$28,8922025

Highlighted filing

2018

Revenue$255,354
Expenses$262,443
Net Income-$7,089
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
$255,354
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,224,995$1,217,906▼ $7,089
Savings and Temporary Cash Investments$1,022,512$1,093,626▲ $71,114
Cash and Non-Interest-Bearing Accounts$200,223$141,276▼ $58,947
Accounts Receivable$20,897$22,404▲ $1,507
Prepaid Expenses and Deferred Charges$4,010$4,506▲ $496
Land, Buildings, and Equipment, Net$6,024$1,045▼ $4,979
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$1,253,666$1,262,857▲ $9,191
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$28,671$44,951▲ $16,280
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$28,671$44,951▲ $16,280
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,224,995$1,217,906▼ $7,089
Total Liabilities and Net Assets / Fund Balance$1,253,666$1,262,857▲ $9,191

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,045$33,324$34,369
Compensation and Service Providers
Top Officer Pay23rd percentile

Board Members and Trustees

NameTitle
Erik LagafuainaLabor Trustee
Gene BrewerLabor Trustee
Mike BergenLabor Trustee
Robert StanleyLabor Trustee
Mike RoddyManagement Trustee
Wes MeyManagement Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$244,621
Investment Income
$10,062
Other Revenue
$671
Change in Net Assets
$-7,089

Audited Revenue Reconciliation

Revenue per Audited Statements
$255,354
Total Revenue per Audited Statements
$255,354
Total Revenue per Form 990
$255,354
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$154,785
Other Expenses$107,658
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$94,748
Other Employee Benefits---$36,900
Fees for Services Legal---$34,830
Fees for Services Management---$19,719
Pension Plan Contributions---$15,288
Fees for Services Accounting---$13,384
Other Expenses---$12,964
Office Expenses---$8,529
Payroll Taxes---$7,849
Insurance---$7,309
Depreciation Depletion---$6,063
Occupancy---$3,708
Conferences and Meetings---$1,152
Total Functional Expenses$0$0$0$262,443

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$262,443
Total Expenses per Audited Statements$262,443
Total Expenses per Form 990$262,443
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
Subject to proxy tax
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 Contract Compliance
EIN
20-5230409
In Care Of
% MINDY HICKMAN
Phone
6267322150
Address
1325 N GRAND AVE STE 200, COVINA, CA 91724

Signing Officer

Name
Mike Bergen
Title
Labor Trustee
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
1
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, LINE 1 AND PART III, LINES 1 AND 4A:

“The construction teamsters contract compliance fund for southern california is a multiemployer trust fund set up for improving labor management relationships, job security, organizational effectiveness, and enhancing economic development. The fund accomplishes its mission by educating employers, employees, and public agencies of the governmental requirements for payment of wages and fringe benefits on public works construction projects and by monitoring the compliance of employers, employees and public agencies with these governmental requirements and by duly petitioning the government for redress or otherwise taking responsible legal action to secure compliance with the laws governing employment on public works construction projects. The fund's activities are conducted in the county of los angeles, state of california. 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 requested 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 board of 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 plan and recognize a tax liability if the plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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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 PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN A TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY A TAX AUTHORITY. THE PLAN 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CONSTRUCTION TEAMSTERS CONTRACT COMPLIANCE FUND FOR SOUTHERN CALIFORNIA IS A MULTIEMPLOYER TRUST FUND SET UP FOR IMPROVING LABOR MANAGEMENT RELATIONSHIPS, JOB SECURITY, ORGANIZATIONAL EFFECTIVENESS, AND ENHANCING ECONOMIC DEVELOPMENT. THE FUND ACCOMPLISHES ITS MISSION BY EDUCATING EMPLOYERS, EMPLOYEES, AND PUBLIC AGENCIES OF THE GOVERNMENTAL REQUIREMENTS FOR PAYMENT OF WAGES AND FRINGE BENEFITS ON PUBLIC WORKS CONSTRUCTION PROJECTS AND BY MONITORING THE COMPLIANCE OF EMPLOYERS, EMPLOYEES AND PUBLIC AGENCIES WITH THESE GOVERNMENTAL REQUIREMENTS AND BY DULY PETITIONING THE GOVERNMENT FOR REDRESS OR OTHERWISE TAKING RESPONSIBLE LEGAL ACTION TO SECURE COMPLIANCE WITH THE LAWS GOVERNING EMPLOYMENT ON PUBLIC WORKS CONSTRUCTION PROJECTS. THE FUND'S ACTIVITIES ARE CONDUCTED IN THE COUNTY OF LOS ANGELES, STATE OF CALIFORNIA. 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 REQUESTED 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 BOARD OF 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.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CONSTRUCTION TEAMSTERS VAC HOLIDAY TR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CONSTRUCTION TEAMSTERS TRNG UPGD FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CONSTRUCTION TEAMSTERS SECURITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3CONSTRUCTION TEAMSTERS APPREN FUND
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0VACATION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TRAINING FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2H&W FUND
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,262,857
Liabilities
$44,951
Net assets
$1,217,906
Revenue
$255,354
Expenses
$262,443
Net income
-$7,089
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.09$0.03$1.07$0.42$0.45$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.05$1.07$0.34$0.36$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.12$0.02$1.09$0.26$0.34$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.03$1.17$0.27$0.34$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.26$0.02$1.24$0.28$0.33$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.31$0.01$1.29$0.27$0.24$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.27$0.01$1.26$0.27$0.23$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.26$0.04$1.22$0.26$0.26$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.03$1.22$0.22$0.20$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.24$0.04$1.20$0.23$0.19$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.19$0.02$1.17$0.25$0.17$0.08
2014Summary only. Only limited summary data is available for this year.$1.10$0.01$1.09$0.26$0.12$0.14
2013Summary only. Only limited summary data is available for this year.$0.97$0.02$0.95$0.20$0.13$0.07
2012Summary only. Only limited summary data is available for this year.$0.89$0.01$0.88$0.18$0.16$0.03
2011Summary only. Only limited summary data is available for this year.$0.88$0.03$0.86$0.26$0.15$0.11