Civic Intelligence

San Diego Associated General Contractors

EIN 47-7238128 • 501(c)9 • San Diego, CA

View Organization Page

Profile

The plan provides for vacation and sick pay benefits for employees of the participating employers of the plan.

2615 Camino Del Rio South 201San Diego, CA 92108

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

52nd percentile

0.02x

Higher debt load relative to assets than 52% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

46th percentile

0.01x

Higher debt load relative to revenue than 46% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

56th percentile

3.6%

Higher net margin than 56% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

79th percentile

17%

Faster asset growth than 79% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

6.9%

Faster revenue growth than 51% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$1,493,072

Up $211,977 (+17%) from 2023

Liabilities

Down

$35,656

Down $853,852 (-96%) from 2023

Net Assets

Up

$1,457,416

Up $1,065,829 (+272%) from 2023

Operations
Liabilities / Revenue46th percentileNet Margin56th percentile

Revenue

Up

$5,725,718

Up $371,678 (+6.9%) from 2023

Expenses

Up

$5,519,521

Up $220,541 (+4.2%) from 2023

Net Income

Up

$206,197

Up $151,137 (+274%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0-$500KAssets 2016: $576,601Liabilities 2016: $578,046Net Assets 2016: -$1,4452016Assets 2017: $900,655Liabilities 2017: $894,327Net Assets 2017: $6,3282017Assets 2018: $1,041,399Liabilities 2018: $982,020Net Assets 2018: $59,3792018Assets 2019: $954,035Liabilities 2019: $856,220Net Assets 2019: $97,8152019Assets 2020: $740,551Liabilities 2020: $632,057Net Assets 2020: $108,4942020Assets 2021: $850,938Liabilities 2021: $714,614Net Assets 2021: $136,3242021Assets 2022: $1,214,136Liabilities 2022: $877,609Net Assets 2022: $336,5272022Assets 2023: $1,281,095Liabilities 2023: $889,508Net Assets 2023: $391,5872023Assets 2024: $1,493,072Liabilities 2024: $35,656Net Assets 2024: $1,457,4162024

Highlighted filing

2024

Assets$1,493,072
Liabilities$35,656
Net Assets$1,457,416
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2016: $3,948,298Expenses 2016: $3,949,743Net Income 2016: -$1,4452016Revenue 2017: $5,051,975Expenses 2017: $5,044,202Net Income 2017: $7,7732017Revenue 2018: $6,810,848Expenses 2018: $6,757,797Net Income 2018: $53,0512018Revenue 2019: $6,902,101Expenses 2019: $6,863,665Net Income 2019: $38,4362019Revenue 2020: $5,508,942Expenses 2020: $5,513,023Net Income 2020: -$4,0812020Revenue 2021: $5,389,699Expenses 2021: $5,361,869Net Income 2021: $27,8302021Revenue 2022: $5,052,964Expenses 2022: $4,852,761Net Income 2022: $200,2032022Revenue 2023: $5,354,040Expenses 2023: $5,298,980Net Income 2023: $55,0602023Revenue 2024: $5,725,718Expenses 2024: $5,519,521Net Income 2024: $206,1972024

Highlighted filing

2024

Revenue$5,725,718
Expenses$5,519,521
Net Income$206,197
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,493,072
Liabilities
$35,656
Net assets
$1,457,416
Revenue
$5,725,718
Expenses
$5,519,521
Net income
$206,197
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.49$0.04$1.46$5.73$5.52$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.89$0.39$5.35$5.30$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.21$0.88$0.34$5.05$4.85$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.71$0.14$5.39$5.36$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.74$0.63$0.11$5.51$5.51$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.86$0.10$6.90$6.86$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.98$0.06$6.81$6.76$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.89$0.01$5.05$5.04$0.01
2016Summary only. Only limited summary data is available for this year.$0.58$0.58$0.00$3.95$3.95$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$5,725,718
Mission and Program Overview

Mission

The plan provides for vacation and sick pay benefits for employees of the participating employers of the plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$391,587$1,457,416▲ $1,065,829
Cash and Non-Interest-Bearing Accounts$519,131$742,492▲ $223,361
Accounts Receivable$507,233$490,250▼ $16,983
Savings and Temporary Cash Investments$250,878$256,463▲ $5,585
Prepaid Expenses and Deferred Charges$3,853$3,867▲ $14
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,281,095$1,493,072▲ $211,977
Liabilities
Other Liabilities$859,632$0▼ $859,632
Accounts Payable and Accrued Expenses$29,876$35,656▲ $5,780
Total Liabilities$889,508$35,656▼ $853,852
Net Assets / Fund Balance
Total Net Assets Fund Balance$391,587$1,457,416▲ $1,065,829
Total Liabilities and Net Assets / Fund Balance$1,281,095$1,493,072▲ $211,977
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Jason MordhorstCHAIRPERSON - THRU JAN 24'
Craig Barry-chairperson as ofFEB 24' VICE CHAIR - THRU JAN 24'
Geoff BohneVICE CHAIR - AS OF JAN 24'
Jason DanksTREASURER - AS OF JAN 24'

Highest Paid Contractors

ContractorServicesLocationCompensation
Mvi Admin Ins Solutions INCAdministration1011 CAMINO DEL RIO SOUTH STE 300, San Diego, CA 92108$244,447
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,684,992
Investment Income
$5,601
Other Revenue
$35,125
Change in Net Assets
$206,197

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,725,718
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,725,718
Total Revenue per Form 990
$5,725,718
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$349,784
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
Benefits to Members---$5,169,737
Fees for Services Legal---$75,340
Fees for Services Accounting---$23,368
Insurance---$6,614
Other Expenses---$15
Total Functional Expenses$0$0$0$5,519,521

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,519,521
Total Expenses per Audited Statements$5,519,521
Total Expenses per Form 990$5,519,521
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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
Subject to proxy tax
No
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Mvi admin solutions has been delegated management duties as a plan adminsitrator.”

Form 990, Part VI, Section A, Line 7A

“The initial trustees shall be appointed by the board of directors. Within one year thereafter the trustees shall be elected by a majority of participating employers (through electronic means) who vote in periodic elections no less frequently than every three (3) years. Eligible trustee candidates may be nominated by the board of directors of the association; a majority of the then-serving trustees; or by written petition submitted to the board of trustees signed by the lesser of ten (10) participating employers or ten percent (10%) of the total number of participating employers. The trustees shall serve staggered terms. In the event of termination of appointment, resignation, incapacity, or death of a trustee, a successor trustee will be appointed by the remaining trustees to serve on an interim basis until the next regular election. Each trustee shall accept appointment in writing and agree to abide by the terms and conditions of this trust agreement.”

Form 990, Part VI, Section A, Line 8B

“The trust does not have any other committees that have the authority to act on behalf of the board.”

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

“Review will be conducted or was conducted prior to filing.”

Form 990, Part VI, Section C, Line 19

“No other documents available to the public.”

Filing and Contact Details

Filer

Filer Name
San Diego Associated General Contractors
EIN
47-7238128
Phone
6192602660
Address
2615 CAMINO DEL RIO SOUTH 201, SAN DIEGO, CA 92108

Signing Officer

Name
Craig Barry
Title
Chairperson
Phone
6192602660
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Craig Barry
Formed
2015
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Eide Bailly Llp
Address
800 NICOLLET MALL STE 1300, MINNEAPOLIS, MN 55402-7033
Preparer
Kim Hunwardsen CPA
Phone
6122536500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“To eliminate the plan benefit obligation from the form 990 liabilities 859,632.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix374 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt029876
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt035656
IRS990/AccountsReceivableGrp/BOYAmt0507233
IRS990/AccountsReceivableGrp/EOYAmt0490250
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE PLAN PROVIDES FOR VACATION AND SICK PAY BENEFITS FOR EMPLOYEES OF THE PARTICIPATING EMPLOYERS OF THE PLAN.
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt05169737
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MVI ADMIN INS SOLUTIONS INC
IRS990/BooksInCareOfDetail/PhoneNum06192602660
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02615 CAMINO DEL RIO SOUTH STE 201
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092108
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0519131
IRS990/CashNonInterestBearingGrp/EOYAmt0742492
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0244447
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01011 CAMINO DEL RIO SOUTH STE 300
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SAN DIEGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd092108
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0MVI ADMIN INS SOLUTIONS INC
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATION
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt05169737
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05601
IRS990/CYOtherExpensesAmt0349784
IRS990/CYOtherRevenueAmt035125
IRS990/CYProgramServiceRevenueAmt05684992
IRS990/CYRevenuesLessExpensesAmt0206197
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt05519521
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05725718
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0THE PLAN PROVIDES FOR VACATION AND SICK PAY BENEFITS FOR EMPLOYEES OF THE PARTICIPATING EMPLOYERS OF THE PLAN. THE NUMBER OF ACTIVE PARTICIPANTS IN THE PLAN WAS 1,898 FOR JUNE 30, 2024.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt023368
IRS990/FeesForServicesLegalGrp/TotalAmt075340
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0JASON MORDHORST
IRS990/Form990PartVIISectionAGrp/PersonNm1CRAIG BARRY-CHAIRPERSON AS OF
IRS990/Form990PartVIISectionAGrp/PersonNm2GEOFF BOHNE
IRS990/Form990PartVIISectionAGrp/PersonNm3JASON DANKS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON - THRU JAN 24'
IRS990/Form990PartVIISectionAGrp/TitleTxt1FEB 24' VICE CHAIR - THRU JAN 24'
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR - AS OF JAN 24'
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER - AS OF JAN 24'
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02015
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt05725718
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/TotalAmt06614
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05601
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt05601
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE PLAN PROVIDES FOR VACATION AND SICK PAY BENEFITS FOR EMPLOYEES OF THE PARTICIPATING EMPLOYERS OF THE PLAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0391587
IRS990/NetAssetsOrFundBalancesEOYAmt01457416
IRS990/NetUnrelatedBusTxblIncmAmt04601
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0859632
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE
IRS990/OtherExpensesGrp/Desc1BANK & OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0244447
IRS990/OtherExpensesGrp/TotalAmt115
IRS990/OtherLiabilitiesGrp/BOYAmt0859632
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0LEGAL SETTLEMENT
IRS990/OtherRevenueMiscGrp/ExclusionAmt035125
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt035125
IRS990/OtherRevenueTotalAmt035125
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03853
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03867
IRS990/PrincipalOfficerNm0CRAIG BARRY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1UNCLAIMED FUND INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05668474
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt116518
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05668474
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116518
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt04991328
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0307652
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05354040
IRS990/PYRevenuesLessExpensesAmt055060
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt05298980
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05354040
IRS990/ReconcilationRevenueExpnssAmt0206197
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0391587
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01457416
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0250878
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0256463
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt05519521
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05725718
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. 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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05519521
IRS990ScheduleD/TotalRevenuePerForm990Amt05725718
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05725718
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05519521
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MVI ADMIN SOLUTIONS HAS BEEN DELEGATED MANAGEMENT DUTIES AS A PLAN ADMINSITRATOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE INITIAL TRUSTEES SHALL BE APPOINTED BY THE BOARD OF DIRECTORS. WITHIN ONE YEAR THEREAFTER THE TRUSTEES SHALL BE ELECTED BY A MAJORITY OF PARTICIPATING EMPLOYERS (THROUGH ELECTRONIC MEANS) WHO VOTE IN PERIODIC ELECTIONS NO LESS FREQUENTLY THAN EVERY THREE (3) YEARS. ELIGIBLE TRUSTEE CANDIDATES MAY BE NOMINATED BY THE BOARD OF DIRECTORS OF THE ASSOCIATION; A MAJORITY OF THE THEN-SERVING TRUSTEES; OR BY WRITTEN PETITION SUBMITTED TO THE BOARD OF TRUSTEES SIGNED BY THE LESSER OF TEN (10) PARTICIPATING EMPLOYERS OR TEN PERCENT (10%) OF THE TOTAL NUMBER OF PARTICIPATING EMPLOYERS. THE TRUSTEES SHALL SERVE STAGGERED TERMS. IN THE EVENT OF TERMINATION OF APPOINTMENT, RESIGNATION, INCAPACITY, OR DEATH OF A TRUSTEE, A SUCCESSOR TRUSTEE WILL BE APPOINTED BY THE REMAINING TRUSTEES TO SERVE ON AN INTERIM BASIS UNTIL THE NEXT REGULAR ELECTION. EACH TRUSTEE SHALL ACCEPT APPOINTMENT IN WRITING AND AGREE TO ABIDE BY THE TERMS AND CONDITIONS OF THIS TRUST AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST DOES NOT HAVE ANY OTHER COMMITTEES THAT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEW WILL BE CONDUCTED OR WAS CONDUCTED PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO ELIMINATE THE PLAN BENEFIT OBLIGATION FROM THE FORM 990 LIABILITIES 859,632.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ACCESS PACIFIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1ACE ELECTRIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2BEC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3BURNER SHEET METAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4BYROM-DAVEY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5CUYAMACA CONSTRUCTION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6DAVID M BERTINO MFG INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7EJ MEYER COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8EC CONSTRUCTORS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9ERICKSON-HALL CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10GCI CONSTRUCTION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11GDL BEST CONTRACTORS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12HAZARD CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13INTERPIPE CONTRACTING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14JR FILANC CONSTRUCTION CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15KAR CONSTRUCTION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16LB CIVIL CONSTRUCTION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17LEO'S A-C DBA LM PAINTING & CONSTR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18MCC EQUIPMENT RENTALS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19NKS MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20OHNO CONSTRUCTION CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt21ORION CONSTRUCTION CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt22ORTIZ CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt23PECORARO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt24PIPERIN CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt25PORTILLO CONCRETE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt26PYRAMID BUILDING & ENGINEERING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt27RANCHO PACIFIC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt28RDM ELECTRIC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt29S&B ENGINEERING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt30SC VALLEY ENGINEERING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt31SCHULER ENGINEERING CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt32SOLTEK PACIFIC CONSTRUCTION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt33W R ROBBINSCHAPMAN AIR SYSTEMS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt34WEST COAST AIR CONDITIONING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt35WEST COAST GENERAL CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt36WESTERN RIM CONTRACTORS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt37WIER CONSTRUCTION CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt38CALDWELL SPECIALTIES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt39OAK HOLLOW RESTORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0AGC SAN DIEGO CHAPTER INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951951119
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONSTRUCTION MEMBER SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt010140 RIVERFORD ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LAKESIDE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092040
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01281095
IRS990/TotalAssetsEOYAmt01493072
IRS990/TotalAssetsGrp/BOYAmt01281095
IRS990/TotalAssetsGrp/EOYAmt01493072
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05519521
IRS990/TotalGrossUBIAmt05601
IRS990/TotalLiabilitiesBOYAmt0889508
IRS990/TotalLiabilitiesEOYAmt035656
IRS990/TotalLiabilitiesGrp/BOYAmt0889508
IRS990/TotalLiabilitiesGrp/EOYAmt035656
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0391587
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01457416
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt05684992
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt035125
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05684992
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05725718
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt05601
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01281095
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01493072
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02615 CAMINO DEL RIO SOUTH 201
IRS990/USAddress/CityNm0SAN DIEGO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092108
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG BARRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum06192602660
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAN DIEGO ASSOCIATED GENERAL CONTRACTORS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VACATION SICK PAY TR F
ReturnHeader/Filer/BusinessNameControlTxt0SAND
ReturnHeader/Filer/EIN0477238128
ReturnHeader/Filer/PhoneNum06192602660
ReturnHeader/Filer/USAddress/AddressLine1Txt02615 CAMINO DEL RIO SOUTH 201
ReturnHeader/Filer/USAddress/CityNm0SAN DIEGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092108
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EIDE BAILLY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 NICOLLET MALL STE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554027033
ReturnHeader/PreparerPersonGrp/PhoneNum06122536500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIM HUNWARDSEN CPA
ReturnHeader/ReturnTs02025-05-14T18:18:01-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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