Civic Intelligence

Boilermakers Local 92 Training Fund

990 • Fiscal year 2020 • EIN 47-1801933

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 01, 2021

Organization ProfileN/A
4256 Mcarthur BlvdSan Bernardino, CA 92407

(909) 877-9382

Siviq Scores

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

Liabilities / Assets

47th percentile

0.19x

Higher debt load relative to assets than 47% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

71st percentile

0.67x

Higher debt load relative to revenue than 71% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

96th percentile

77%

Higher net margin than 96% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

78th percentile

24%

Faster asset growth than 78% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-4.1%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$11,414,118

Up $2,219,676 (+24%) from 2019

Net Assets

Up

$9,188,671

Up $2,573,563 (+39%) from 2019

Liabilities

Down

$2,225,447

Down $353,887 (-14%) from 2019

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin96th percentile

Revenue

Down

$3,330,900

Down $142,387 (-4.1%) from 2019

Expenses

Down

$757,337

Down $380,314 (-33%) from 2019

Net Income

Up

$2,573,563

Up $237,927 (+10%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$15M$10M$5.0M$0Assets 2015: $404,986Liabilities 2015: $0Net Assets 2015: $404,9862015Assets 2016: $1,103,650Liabilities 2016: $3,300Net Assets 2016: $1,100,3502016Assets 2017: $2,264,564Liabilities 2017: $2,941Net Assets 2017: $2,261,6232017Assets 2018: $7,098,361Liabilities 2018: $2,818,889Net Assets 2018: $4,279,4722018Assets 2019: $9,194,442Liabilities 2019: $2,579,334Net Assets 2019: $6,615,1082019Assets 2020: $11,414,118Liabilities 2020: $2,225,447Net Assets 2020: $9,188,6712020Assets 2021: $12,035,092Liabilities 2021: $1,784,384Net Assets 2021: $10,250,7082021Assets 2022: $11,373,203Liabilities 2022: $30,523Net Assets 2022: $11,342,6802022Assets 2023: $12,937,192Liabilities 2023: $48,849Net Assets 2023: $12,888,3432023Assets 2024: $14,514,660Liabilities 2024: $77,951Net Assets 2024: $14,436,7092024

Highlighted filing

2020

Assets$11,414,118
Liabilities$2,225,447
Net Assets$9,188,671
Open 2020 Filing

Operations Trend

Revenue Growth35th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2015: $408,752Expenses 2015: $3,766Net Income 2015: $404,9862015Revenue 2016: $698,740Expenses 2016: $3,376Net Income 2016: $695,3642016Revenue 2017: $1,175,108Expenses 2017: $13,835Net Income 2017: $1,161,2732017Revenue 2018: $2,726,772Expenses 2018: $708,923Net Income 2018: $2,017,8492018Revenue 2019: $3,473,287Expenses 2019: $1,137,651Net Income 2019: $2,335,6362019Revenue 2020: $3,330,900Expenses 2020: $757,337Net Income 2020: $2,573,5632020Revenue 2021: $2,121,827Expenses 2021: $1,059,790Net Income 2021: $1,062,0372021Revenue 2022: $3,154,000Expenses 2022: $2,052,116Net Income 2022: $1,101,8842022Revenue 2023: $3,514,233Expenses 2023: $1,968,570Net Income 2023: $1,545,6632023Revenue 2024: $3,894,884Expenses 2024: $2,346,518Net Income 2024: $1,548,3662024

Highlighted filing

2020

Revenue$3,330,900
Expenses$757,337
Net Income$2,573,563
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 1, 2021
Return Version
2020v4.1
Gross Receipts
$3,330,900
Mission and Program Overview

Mission

To hold plan assets for the exclusive purposes of providing apprenticeship and journeymen training in the boilermakers trades.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,615,108$9,188,671▲ $2,573,563
Land, Buildings, and Equipment, Net$4,817,105$7,511,925▲ $2,694,820
Savings and Temporary Cash Investments$2,702,382$2,749,791▲ $47,409
Cash and Non-Interest-Bearing Accounts$1,517,566$721,809▼ $795,757
Accounts Receivable$133,443$404,551▲ $271,108
Prepaid Expenses and Deferred Charges$23,946$26,042▲ $2,096
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$9,194,442$11,414,118▲ $2,219,676
Other Assets Total$0$0→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,483,646$2,127,590▼ $356,056
Accounts Payable and Accrued Expenses$95,688$97,857▲ $2,169
Grants Payable$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$2,579,334$2,225,447▼ $353,887
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,615,108$9,188,671▲ $2,573,563
Total Liabilities and Net Assets / Fund Balance$9,194,442$11,414,118▲ $2,219,676

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,764,061$407,684$7,171,745
Land$419,044-$419,044
Equipment$267,292$76,203$343,495
Other Land Buildings$61,528$2,122$63,650
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Alfredo LeyvaTrustee
Larry JansenTrustee
Luis MiramontesTrustee
Jay RojoTrustee - Past
Oscar DavilaTrustee - Past
Tom BacaTrustee - Past
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,277,794
Investment Income
$53,106
Other Revenue
$0
Change in Net Assets
$2,573,563

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,330,900
Total Revenue per Audited Statements
$3,330,900
Total Revenue per Form 990
$3,330,900
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$757,337
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
Depreciation Depletion-$226,042-$226,042
Other Expenses$153,103--$153,103
Interest-$124,203-$124,203
Occupancy-$78,780-$78,780
Office Expenses-$28,014-$28,014
Insurance-$26,934-$26,934
Travel$12,155--$12,155
Fees for Services Accounting-$9,115-$9,115
Fees for Services Other$7,200--$7,200
Fees for Services Legal$5,034--$5,034
Total Functional Expenses$264,249$493,088$0$757,337

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$757,337
Total Expenses per Audited Statements$757,337
Total Expenses per Form 990$757,337
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
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
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
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, LINE 8B:

“The training fund does not have any committees with authority to act on behalf of the governing body. Part vi, line 11b: the form 990 was provided to the responsible individual for review prior to filing. Part vi, line 19: the training fund's plan document and financial statements are maintained in the trust's office and are available upon request.”

Filing and Contact Details

Filer

Filer Name
Boilermakers Local 92 Training Fund
EIN
47-1801933
In Care Of
% ALFREDO LEYVA
Phone
9098779382
Address
4256 MCARTHUR BLVD, SAN BERNARDINO, CA 92407

Signing Officer

Name
Alfredo Leyva
Title
President
Phone
9098779382
Signed
2021-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
alfredo leyva
Formed
2015
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Alexandra Chernyak
Phone
8187692010
Supplemental Narrative

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 Training Fund and recognize a tax liability if the Training Fund has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Training 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 424 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/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026042
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03277794
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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt069936
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01137651
IRS990/PYOtherRevenueAmt0111986
IRS990/PYProgramServiceRevenueAmt03291365
IRS990/PYRevenuesLessExpensesAmt02335636
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01137651
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03473287
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02573563
IRS990/RelatedEntityInd0false
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/BOYAmt06615108
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09188671
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02702382
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02749791
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt06764061
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0407684
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt07171745
IRS990ScheduleD/EquipmentGrp/BookValueAmt0267292
IRS990ScheduleD/EquipmentGrp/DepreciationAmt076203
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0343495
IRS990ScheduleD/ExpensesSubtotalAmt0757337
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0419044
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0419044
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt061528
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02122
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt063650
IRS990ScheduleD/RevenueSubtotalAmt03330900
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Training Fund and recognize a tax liability if the Training Fund has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Training Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt0757337
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt03330900
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03330900
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0757337
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE TRAINING FUND INFORMS STUDENTS DURING THE REGISTRATION PROCESS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3:
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRAINING FUND DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, LINE 11B: THE FORM 990 WAS PROVIDED TO THE RESPONSIBLE INDIVIDUAL FOR REVIEW PRIOR TO FILING. PART VI, LINE 19: THE TRAINING FUND'S PLAN DOCUMENT AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE TRUST'S OFFICE AND ARE AVAILABLE UPON REQUEST.
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0264249
IRS990/TotalFunctionalExpensesGrp/TotalAmt0757337
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02579334
IRS990/TotalLiabilitiesEOYAmt02225447
IRS990/TotalLiabilitiesGrp/BOYAmt02579334
IRS990/TotalLiabilitiesGrp/EOYAmt02225447
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06615108
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09188671
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalProgramServiceRevenueAmt03277794
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt053106
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03277794
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03330900
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09194442
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011414118
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt012155
IRS990/TravelGrp/TotalAmt012155
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04256 MCARTHUR BLVD
IRS990/USAddress/CityNm0SAN BERNARDINO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092407
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALFREDO LEYVA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09098779382

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,414,118
Liabilities
$2,225,447
Net assets
$9,188,671
Revenue
$3,330,900
Expenses
$757,337
Net income
$2,573,563
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$0.08$14.4$3.89$2.35$1.55
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$0.05$12.9$3.51$1.97$1.55
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$0.03$11.3$3.15$2.05$1.10
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.0$1.78$10.3$2.12$1.06$1.06
2020Detailed filing. Detailed filing data is available for this year.$11.4$2.23$9.19$3.33$0.76$2.57
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.19$2.58$6.62$3.47$1.14$2.34
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.10$2.82$4.28$2.73$0.71$2.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.00$2.26$1.18$0.01$1.16
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.70$0.00$0.70
2015Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.41$0.00$0.40