Civic Intelligence

San Diego Chapter Abc Training Trust Fund

990 • Fiscal year 2018 • EIN 33-0144680

Oct 01, 2017 to Sep 30, 2018 • Filed on Aug 14, 2019

Organization ProfileWWW.ABCSD.ORG

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13825 Kirkham WayPoway, CA 92064

(858) 513-4700

Siviq Scores

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

Liabilities / Assets

20th percentile

0.03x

Higher debt load relative to assets than 20% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

28th percentile

0.10x

Higher debt load relative to revenue than 28% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

72nd percentile

13%

Higher net margin than 72% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

56th percentile

$191,747

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

62nd percentile

5.2%

Faster asset growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

77th percentile

19%

Faster revenue growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$10,604,883

Up $523,560 (+5.2%) from 2017

Net Assets

Up

$10,327,648

Up $391,341 (+3.9%) from 2017

Liabilities

Up

$277,235

Up $132,219 (+91%) from 2017

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin72nd percentile

Revenue

Up

$2,908,762

Up $470,107 (+19%) from 2017

Expenses

Down

$2,523,481

Down $216,034 (-7.9%) from 2017

Net Income

Up

$385,281

Up $686,141 (+228%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$20M$15M$10M$5.0M$0Assets 2014: $12,763,850Liabilities 2014: $3,072,427Net Assets 2014: $9,691,4232014Assets 2015: $12,454,874Liabilities 2015: $3,269,729Net Assets 2015: $9,185,1452015Assets 2016: $9,928,495Liabilities 2016: $224,834Net Assets 2016: $9,703,6612016Assets 2017: $10,081,323Liabilities 2017: $145,016Net Assets 2017: $9,936,3072017Assets 2018: $10,604,883Liabilities 2018: $277,235Net Assets 2018: $10,327,6482018Assets 2019: $11,179,574Liabilities 2019: $372,238Net Assets 2019: $10,807,3362019Assets 2020: $12,098,791Liabilities 2020: $412,698Net Assets 2020: $11,686,0932020Assets 2021: $13,323,964Liabilities 2021: $597,103Net Assets 2021: $12,726,8612021Assets 2022: $12,474,694Liabilities 2022: $925,459Net Assets 2022: $11,549,2352022Assets 2024: $15,161,362Liabilities 2024: $870,606Net Assets 2024: $14,290,7562024

Highlighted filing

2018

Assets$10,604,883
Liabilities$277,235
Net Assets$10,327,648
Open 2018 Filing

Operations Trend

Revenue Growth77th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $2,930,819Expenses 2014: $2,112,108Net Income 2014: $818,7112014Revenue 2015: $2,471,618Expenses 2015: $2,371,874Net Income 2015: $99,7442015Revenue 2016: $2,641,055Expenses 2016: $2,577,350Net Income 2016: $63,7052016Revenue 2017: $2,438,655Expenses 2017: $2,739,515Net Income 2017: -$300,8602017Revenue 2018: $2,908,762Expenses 2018: $2,523,481Net Income 2018: $385,2812018Revenue 2019: $3,020,068Expenses 2019: $2,832,881Net Income 2019: $187,1872019Revenue 2020: $2,806,866Expenses 2020: $2,401,106Net Income 2020: $405,7602020Revenue 2021: $3,418,590Expenses 2021: $2,618,214Net Income 2021: $800,3762021Revenue 2022: $2,905,034Expenses 2022: $2,690,523Net Income 2022: $214,5112022Revenue 2024: $4,926,660Expenses 2024: $3,229,915Net Income 2024: $1,696,7452024

Highlighted filing

2018

Revenue$2,908,762
Expenses$2,523,481
Net Income$385,281
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Aug 14, 2019
Return Version
2017v2.3
Gross Receipts
$3,232,403
Mission and Program Overview

Mission

The san diego chapter abc (associated builders and contractors) training trust operates and administers state and federally approved apprenticeship programs and conducts journeyman and craft training.

Operates a construction training program for apprentices and journeymen.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,830,989$5,127,705▲ $296,716
Land, Buildings, and Equipment, Net$4,008,318$3,989,088▼ $19,230
Cash and Non-Interest-Bearing Accounts$861,029$704,892▼ $156,137
Accounts Receivable$169,135$513,588▲ $344,453
Savings and Temporary Cash Investments$166,053$225,976▲ $59,923
Prepaid Expenses and Deferred Charges-$32,053-
Inventories for Sale or Use$45,799$11,581▼ $34,218
Total Assets$10,081,323$10,604,883▲ $523,560
Liabilities
Accounts Payable and Accrued Expenses$145,016$277,235▲ $132,219
Total Liabilities$145,016$277,235▲ $132,219
Net Assets / Fund Balance
Unrestricted Net Assets$9,936,307$10,327,648▲ $391,341
Total Net Assets Fund Balance$9,936,307$10,327,648▲ $391,341
Total Liabilities and Net Assets / Fund Balance$10,081,323$10,604,883▲ $523,560

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,572,338$1,589,905$3,162,243
Land$1,500,000-$1,500,000
Leasehold Improvements$758,067$651,904$1,409,971
Other Land Buildings$125,751$141,402$267,153
Equipment$32,932$136,663$169,595
Other Securities$5,127,705--
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracey BarrettVP EducationFT$124,904$22,474$147,378
Sherry YarbroughFormer Executive DirectorFT$123,911-$123,911
Shandon HarbourExecutive DirectorFT$71,237$28,272$99,509

Board Members and Trustees

NameTitle
Andrew WellsChairman
Bill Smyth to 102017Trustee
Greg Wright to 82018Trustee
Jason HilesTrustee
Paul RowanTrustee
Rick DrinkwardTrustee
Kevin HartnettSecretary
Renee LarzalereTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Sheppard Mullin Richter & Hampton LLPLegal Services333 SO HOPE 43TH FL, Los Angeles, CA 90071$283,977
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,490,847
Investment Income
$380,859
Other Revenue
$37,056
Change in Net Assets
$385,281

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,926,325
Revenue Not Reported on Financial Statements
$-17,563
Revenue Not Reported on Form 990
$6,060
Other Revenue Adjustments
$-17,563
Total Revenue per Audited Statements
$2,932,385
Total Revenue per Form 990
$2,908,762
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,142,899
Salaries, Compensation, and Employee Benefits$380,582
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$706,398$45,089-$751,487
Current Officers, Directors, Trustees, and Key Employees$324,830$6,629-$331,459
All Other Expenses$161,642$51,004-$212,646
Depreciation Depletion$152,541$43,024-$195,565
Occupancy$110,205$20,206-$130,411
Fees for Services Legal$91,962$10,218-$102,180
Insurance$78,260$13,060-$91,320
Advertising$66,975$22,325-$89,300
Information Technology$32,236$10,745-$42,981
Other Expenses$40,702--$40,702
Office Expenses$29,660$8,367-$38,027
Fees for Services Other-$31,549-$31,549
Payroll Taxes$30,327$619-$30,946
Fees for Service Investment Mgmnt Fees-$30,280-$30,280
Conferences and Meetings$14,352$2,532-$16,884
Travel$12,928$3,232-$16,160
Pension Plan Contributions$14,184$290-$14,474
Other Salaries and Wages$3,629$74-$3,703
Fees for Services Accounting-$10-$10
Total Functional Expenses$2,224,228$299,253$0$2,523,481

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,541,044
Expenses per Audited Statements$2,523,481
Total Expenses per Form 990$2,523,481
Expenses Not Reported on Form 990$17,563
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The cpa prepared and reviewed 990 and audit report package are provided to the board of directors for review prior to finalizing.”

Form 990, Part VI, Section B, Line 12C

“The trustees annually indicate in written form compliance with this policy.”

Form 990, Part VI, Section B, Line 15

“The compensation committee periodically review compensation of similar industry professionals.”

Form 990, Part VI, Section C, Line 19

“The organization provides the governing documents, policies, and financial statements upon request.”

Filing and Contact Details

Filer

Filer Name
San Diego Chapter Abc Training Trust
EIN
33-0144680
Phone
8585134700
Address
13825 KIRKHAM WAY, POWAY, CA 92064

Signing Officer

Name
Kevin Hartnett
Title
Secretary
Phone
8585134700
Signed
2019-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Wells
Formed
1997
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
31
Volunteers
8

Preparer

Firm
Cliftonlarsonallen Llp
Address
925 HIGHLAND POINTE DR SUITE 450, ROSEVILLE, CA 95678-5423
Preparer
Crystal a Coleman
Phone
9167847800
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Fasb asc topic 740, accounting for uncertainty in income taxes, prescribes a recognition threshold and measurement attribute for financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. For those benefits to be recognized, a tax position must be more likely than not to be sustained upon examination by taxing authorities. For the three months ended december 31, 2018, and years ended september 30, 2018 and 2017, the trust has no material uncertain tax positions to be accounted for in the financial statements under these rules. The trust recognizes interest and penalties, if any, related to unrecognized tax benefits in general and administrative expenses. The trust files tax returns exempt from income tax in the u.s. Federal jurisdiction and the state of california. The trust did not have unrecognized tax benefits as of the three months ended december 31, 2018, and years ended september 30, 2018 and 2017 and does not expect this to change significantly over the next twelve months. The trust will recognize interest and penalties accrued on any unrecognized tax benefits as a component of income tax expense. As of december 31, 2018, september 30, 2018 and 2017, the trust has not accrued interest or penalties related to uncertain tax positions.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“RENTAL EXPENSE -17,563.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“RENTAL EXPENSE 17,563.”

Raw XML AppendixShowing 400 of 620 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/Desc0THE SAN DIEGO CHAPTER ABC TRAINING TRUST FUND (TRUST) OPERATES A CONSTRUCTION TRAINING PROGRAM FOR APPRENTICES AND JOURNEYMEN. THE PROGRAM PROVIDES ALL RECORD KEEPING FOR EACH STUDENT, EVALUATION OF PROGRESS, CONTACT WITH EMPLOYERS, DEVELOPMENT OF CURRICULUM, RECRUITING, TESTING AND INTERVIEWING PROSPECTIVE TRAINERS, FINDING AND EVALUATING INSTRUCTORS, AND PROVIDING TRAINING MATERIAL AND AIDS. IN ADDITION, THE STAFF PERFORMS ALL THE WORK INVOLVED IN GRADUATION CEREMONIES, SETS UP MONTHLY TRUSTEE MEETINGS AND MANAGES ANY OTHER EXPENDITURES NEEDED TO MAINTAIN A SUCCESSFUL TRAINING PROGRAM.
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IRS990/InventoriesForSaleOrUseGrp/BOYAmt045799
IRS990/InventoriesForSaleOrUseGrp/EOYAmt011581
IRS990/InvestmentIncomeGrp/ExclusionAmt0176937
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0176937
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04830989
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05127705
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02519874
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04008318
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03989088
IRS990/LandBldgEquipCostOrOtherBssAmt06508962
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0306078
IRS990/LessRentalExpensesGrp/RealAmt017563
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE SAN DIEGO CHAPTER ABC (ASSOCIATED BUILDERS AND CONTRACTORS) TRAINING TRUST OPERATES AND ADMINISTERS STATE AND FEDERALLY APPROVED APPRENTICESHIP PROGRAMS AND CONDUCTS JOURNEYMAN AND CRAFT TRAINING
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09936307
IRS990/NetAssetsOrFundBalancesEOYAmt010327648
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0203922
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0203922
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt037056
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt037056
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06060
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt020206
IRS990/OccupancyGrp/ProgramServicesAmt0110205
IRS990/OccupancyGrp/TotalAmt0130411
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08367
IRS990/OfficeExpensesGrp/ProgramServicesAmt029660
IRS990/OfficeExpensesGrp/TotalAmt038027
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONTINUING EDUCATION
IRS990/OtherExpensesGrp/Desc1MONTOYA ADMIN FEES
IRS990/OtherExpensesGrp/Desc2EDUCATIONAL TEXTBOOKS
IRS990/OtherExpensesGrp/Desc3FIELD AUDITS
IRS990/OtherExpensesGrp/ProgramServicesAmt0243737
IRS990/OtherExpensesGrp/ProgramServicesAmt161870
IRS990/OtherExpensesGrp/ProgramServicesAmt247790
IRS990/OtherExpensesGrp/ProgramServicesAmt340702
IRS990/OtherExpensesGrp/TotalAmt0243737
IRS990/OtherExpensesGrp/TotalAmt161870
IRS990/OtherExpensesGrp/TotalAmt247790
IRS990/OtherExpensesGrp/TotalAmt340702
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt074
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03629
IRS990/OtherSalariesAndWagesGrp/TotalAmt03703
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0619
IRS990/PayrollTaxesGrp/ProgramServicesAmt030327
IRS990/PayrollTaxesGrp/TotalAmt030946
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0290
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt014184
IRS990/PensionPlanContributionsGrp/TotalAmt014474
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt032053
IRS990/PrincipalOfficerNm0ANDREW WELLS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/BusinessCd3611600
IRS990/ProgramServiceRevenueGrp/BusinessCd4611600
IRS990/ProgramServiceRevenueGrp/Desc0TRAINING CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1MONTOYA INCOME
IRS990/ProgramServiceRevenueGrp/Desc2MISCELLANEOUS INCOME
IRS990/ProgramServiceRevenueGrp/Desc3CONTINUING EDUCATION
IRS990/ProgramServiceRevenueGrp/Desc4EDUCATION TEXTBOOKS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01915761
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1412459
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt259424
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt342763
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt433486
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01915761
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1412459
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt259424
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt342763
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt433486
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt094722
IRS990/PYOtherExpensesAmt01787940
IRS990/PYOtherRevenueAmt025744
IRS990/PYProgramServiceRevenueAmt02318189
IRS990/PYRevenuesLessExpensesAmt0-300860
IRS990/PYSalariesCompEmpBnftPaidAmt0951575
IRS990/PYTotalExpensesAmt02739515
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02438655
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0385281
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt037056
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02490847
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0166053
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0225976
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03676
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt010775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt06016
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt020467
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0213993
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0155873
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt096100
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt099271
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0196735
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0761972
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02490847
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02318189
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02410611
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02229496
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02491759
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt011940902
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0213993
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0155873
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt096100
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt099271
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0196735
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0761972
IRS990ScheduleA/InvestmentIncomeCYPct00.05990
IRS990ScheduleA/InvestmentIncomePYPct00.05000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94010
IRS990ScheduleA/PublicSupportPY509Pct00.95000
IRS990ScheduleA/PublicSupportTotal509Amt011961369
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02490847
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02318189
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02414287
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02240271
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02497775
IRS990ScheduleA/Total509Grp/TotalAmt011961369
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02704840
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02474062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02510387
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02339542
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02694510
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt012723341
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01572338
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01589905
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03162243
IRS990ScheduleD/EquipmentGrp/BookValueAmt032932
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0136663
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0169595
IRS990ScheduleD/ExpensesNotReportedAmt017563
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02523481
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01500000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01500000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0758067
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0651904
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt01409971
IRS990ScheduleD/NetUnrealizedGainsInvstAmt06060
IRS990ScheduleD/OtherExpensesIncludedAmt017563
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0125751
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0141402
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0267153
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-17563
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt05127705
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS, ETFS AND CLOSED-END FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt06060
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-17563
IRS990ScheduleD/RevenueSubtotalAmt02926325
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FASB ASC TOPIC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FOR THOSE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. FOR THE THREE MONTHS ENDED DECEMBER 31, 2018, AND YEARS ENDED SEPTEMBER 30, 2018 AND 2017, THE TRUST HAS NO MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE FINANCIAL STATEMENTS UNDER THESE RULES. THE TRUST RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN GENERAL AND ADMINISTRATIVE EXPENSES. THE TRUST FILES TAX RETURNS EXEMPT FROM INCOME TAX IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA. THE TRUST DID NOT HAVE UNRECOGNIZED TAX BENEFITS AS OF THE THREE MONTHS ENDED DECEMBER 31, 2018, AND YEARS ENDED SEPTEMBER 30, 2018 AND 2017 AND DOES NOT EXPECT THIS TO CHANGE SIGNIFICANTLY OVER THE NEXT TWELVE MONTHS. THE TRUST WILL RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX BENEFITS AS A COMPONENT OF INCOME TAX EXPENSE. AS OF DECEMBER 31, 2018, SEPTEMBER 30, 2018 AND 2017, THE TRUST HAS NOT ACCRUED INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RENTAL EXPENSE -17,563.

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Filings

Displayed year

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

Open filing
Assets
$10,604,883
Liabilities
$277,235
Net assets
$10,327,648
Revenue
$2,908,762
Expenses
$2,523,481
Net income
$385,281
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$0.87$14.3$4.93$3.23$1.70
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$0.93$11.5$2.91$2.69$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.3$0.60$12.7$3.42$2.62$0.80
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$0.41$11.7$2.81$2.40$0.41
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.2$0.37$10.8$3.02$2.83$0.19
2018Detailed filing. Detailed filing data is available for this year.$10.6$0.28$10.3$2.91$2.52$0.39
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.15$9.94$2.44$2.74$0.30
2016Detailed filing. Detailed filing data is available for this year.$9.93$0.22$9.70$2.64$2.58$0.06
2015Detailed filing. Detailed filing data is available for this year.$12.5$3.27$9.19$2.47$2.37$0.10
2014Detailed filing. Detailed filing data is available for this year.$12.8$3.07$9.69$2.93$2.11$0.82