Civic Intelligence

Millwright Labor-Management Cooperation Committee

990 • Fiscal year 2023 • EIN 46-2929476

Jan 01, 2023 to Dec 31, 2023 • Filed on Jan 27, 2024

3250 East Shelby Street 200Ontario, CA 91764

(213) 236-4795

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

11th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Net Margin

99th percentile

66%

Higher net margin than 99% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2023 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2023

Asset Growth

87th percentile

28%

Faster asset growth than 87% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

7.7%

Faster revenue growth than 50% of similar nonprofits.

2023 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$1,395,381

Up $306,404 (+28%) from 2022

Net Assets

Up

$1,395,381

Up $306,404 (+28%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$466,411

Up $33,356 (+7.7%) from 2022

Expenses

Down

$160,007

Down $71,587 (-31%) from 2022

Net Income

Up

$306,404

Up $104,943 (+52%) from 2022

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2013: $131,552Liabilities 2013: $0Net Assets 2013: $131,5522013Assets 2014: $191,899Liabilities 2014: $0Net Assets 2014: $191,8992014Assets 2015: $238,850Liabilities 2015: $0Net Assets 2015: $238,8502015Assets 2016: $318,861Liabilities 2016: $0Net Assets 2016: $318,8612016Assets 2017: $393,146Liabilities 2017: $0Net Assets 2017: $393,1462017Assets 2018: $461,608Liabilities 2018: $0Net Assets 2018: $461,6082018Assets 2019: $622,772Liabilities 2019: $0Net Assets 2019: $622,7722019Assets 2020: $776,649Liabilities 2020: $0Net Assets 2020: $776,6492020Assets 2021: $887,516Liabilities 2021: $0Net Assets 2021: $887,5162021Assets 2022: $1,088,977Liabilities 2022: $0Net Assets 2022: $1,088,9772022Assets 2023: $1,395,381Liabilities 2023: $0Net Assets 2023: $1,395,3812023Assets 2024: $1,651,075Liabilities 2024: $0Net Assets 2024: $1,651,0752024Assets 2025: $1,848,974Liabilities 2025: $0Net Assets 2025: $1,848,9742025

Highlighted filing

2023

Assets$1,395,381
Liabilities$0
Net Assets$1,395,381

Operations Trend

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

$600K$400K$200K$0Revenue 2013: $138,358Expenses 2013: $6,806Net Income 2013: $131,5522013Revenue 2014: $235,496Expenses 2014: $175,149Net Income 2014: $60,3472014Revenue 2015: $252,875Expenses 2015: $205,924Net Income 2015: $46,9512015Revenue 2016: $299,766Expenses 2016: $219,755Net Income 2016: $80,0112016Revenue 2017: $344,452Expenses 2017: $270,167Net Income 2017: $74,2852017Revenue 2018: $343,157Expenses 2018: $274,695Net Income 2018: $68,4622018Revenue 2019: $444,477Expenses 2019: $283,313Net Income 2019: $161,1642019Revenue 2020: $357,366Expenses 2020: $203,489Net Income 2020: $153,8772020Revenue 2021: $389,390Expenses 2021: $278,523Net Income 2021: $110,8672021Revenue 2022: $433,055Expenses 2022: $231,594Net Income 2022: $201,4612022Revenue 2023: $466,411Expenses 2023: $160,007Net Income 2023: $306,4042023Revenue 2024: $533,051Expenses 2024: $277,357Net Income 2024: $255,6942024Revenue 2025: $509,799Expenses 2025: $311,900Net Income 2025: $197,8992025

Highlighted filing

2023

Revenue$466,411
Expenses$160,007
Net Income$306,404
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 27, 2024
Return Version
2023v4.0
Gross Receipts
$466,411
Mission and Program Overview

Mission

To provide harmonious relations between labor and management in the millwright construction industry.

To promote harmonious relations between labor and management in the millwright construction

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,088,977$1,395,381▲ $306,404
Savings and Temporary Cash Investments$1,061,635$1,352,437▲ $290,802
Cash and Non-Interest-Bearing Accounts$27,342$42,944▲ $15,602
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,088,977$1,395,381▲ $306,404
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,088,977$1,395,381▲ $306,404
Total Liabilities and Net Assets / Fund Balance$1,088,977$1,395,381▲ $306,404
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$431,639
Investment Income
$34,772
Other Revenue
$0
Change in Net Assets
$306,404

Audited Revenue Reconciliation

Revenue per Audited Statements
$466,411
Total Revenue per Audited Statements
$466,411
Total Revenue per Form 990
$466,411
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$160,007
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$20,655--$20,655
All Other Expenses$8,208--$8,208
Fees for Services Accounting-$5,500-$5,500
Fees for Services Legal-$3,000-$3,000
Insurance$1,982--$1,982
Office Expenses$645--$645
Total Functional Expenses$151,507$8,500$0$160,007

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$160,007
Total Expenses per Audited Statements$160,007
Total Expenses per Form 990$160,007
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

Form 990 is reviewed by tom dunford, executive director, after approval of the audited financial statements by the board of directors.

Form 990, Part VI, Section C, Line 19

Organizational documents and financial information are available by appointment at the administrator's office.

Filing and Contact Details

Filer

Filer Name
Millwright Labor-management
EIN
46-2929476
Phone
2132364795
Address
3250 EAST SHELBY STREET 200, ONTARIO, CA 91764

Signing Officer

Name
Tom Dunford
Title
Executive Director
Signed
2024-01-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Dunford
Formed
2013
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
0

Preparer

Firm
Mcmenomy & Associates Cpas Llp
Address
876 N MOUNTAIN AVE STE 105, UPLAND, CA 91786
Preparer
Vincent P Rogers
Phone
9092942350
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The board of directors approve the audited financial statements at their directors meetings. The annual audit engagements are approved annually by the board of directors.

Financial Statement Notes

Part X : FIN48 Footnote

The millwright labor-management cooperation committee, inc. Is exempt from income taxes under section 501(c)(6) of the internal revenue code and under section 23701(a) of the revenue and taxation code of the state of california. Accounting principles generally accepted in the united states of america requires the trust to evaluate tax positions taken by the committee and recognize a tax liability (or asset) if the committee has taken an uncertain position that more than likely than not would not be sustained upon examiniation by the internal revenue service and the franchise tax board. The committee is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax period in progress.

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IRS990/OtherExpensesGrp/Desc1CERTIFICATION EXPENSE
IRS990/OtherExpensesGrp/Desc2MANAGEMENT FEES
IRS990/OtherExpensesGrp/Desc3DRUG TESTING AND RSO TRAINING
IRS990/OtherExpensesGrp/ProgramServicesAmt058968
IRS990/OtherExpensesGrp/ProgramServicesAmt139049
IRS990/OtherExpensesGrp/ProgramServicesAmt222000
IRS990/OtherExpensesGrp/ProgramServicesAmt320655
IRS990/OtherExpensesGrp/TotalAmt058968
IRS990/OtherExpensesGrp/TotalAmt139049
IRS990/OtherExpensesGrp/TotalAmt222000
IRS990/OtherExpensesGrp/TotalAmt320655
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0TOM DUNFORD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0431639
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0431639
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt05064
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0231594
IRS990/PYProgramServiceRevenueAmt0427991
IRS990/PYRevenuesLessExpensesAmt0201461
IRS990/PYTotalExpensesAmt0231594
IRS990/PYTotalRevenueAmt0433055
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0306404
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01088977
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01395381
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01061635
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01352437
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt0160007
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueSubtotalAmt0466411
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE MILLWRIGHT LABOR-MANAGEMENT COOPERATION COMMITTEE, INC. IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE AND UNDER SECTION 23701(A) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE TRUST TO EVALUATE TAX POSITIONS TAKEN BY THE COMMITTEE AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE COMMITTEE HAS TAKEN AN UNCERTAIN POSITION THAT MORE THAN LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINIATION BY THE INTERNAL REVENUE SERVICE AND THE FRANCHISE TAX BOARD. THE COMMITTEE IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/TotalExpensesPerForm990Amt0160007
IRS990ScheduleD/TotalRevenuePerForm990Amt0466411
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0466411
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0160007
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY TOM DUNFORD, EXECUTIVE DIRECTOR, AFTER APPROVAL OF THE AUDITED FINANCIAL STATEMENTS BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATIONAL DOCUMENTS AND FINANCIAL INFORMATION ARE AVAILABLE BY APPOINTMENT AT THE ADMINISTRATOR'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS APPROVE THE AUDITED FINANCIAL STATEMENTS AT THEIR DIRECTORS MEETINGS. THE ANNUAL AUDIT ENGAGEMENTS ARE APPROVED ANNUALLY BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XII, Line 2c
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NONE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0953687194
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0TO PROVIDE CONTRI. COLLECTION SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CARPENTERS SOUTHWEST ADMINISTRATIVE CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0533 S FREMONT AVENUE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0LOS ANGELES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd090071
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WESTERN STATES DRYWALLLATHING IND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0953885928
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE ADMINISTRATIVE SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03250 E SHELBY STREET 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ONTARIO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd091764
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt022000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1610
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CONTRACT AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CONTRACT AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WESTERN STATES DRYWALLLATHING IND
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1CARPENTERS SOUTHWEST ADMINISTRATIVE CORP
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0p
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1p
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01088977
IRS990/TotalAssetsEOYAmt01395381
IRS990/TotalAssetsGrp/BOYAmt01088977
IRS990/TotalAssetsGrp/EOYAmt01395381
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08500
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0151507
IRS990/TotalFunctionalExpensesGrp/TotalAmt0160007
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01088977

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