Civic Intelligence

Iatse Local 16 Training Trust Fund

990 • Fiscal year 2020 • EIN 61-6335362

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 27, 2021

Organization ProfileN/A
240 2nd Street 1st FloorSan Francisco, CA 94105

(415) 441-6400

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

Higher debt load relative to assets than 49% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

54th percentile

0.01x

Higher debt load relative to revenue than 54% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Net Margin

10th percentile

-68%

Higher net margin than 10% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$1

Higher top officer pay than 56% of similar nonprofits.

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

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Asset Growth

17th percentile

-11%

Faster asset growth than 17% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

7th percentile

-62%

Faster revenue growth than 7% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$1,255,108

Down $157,765 (-11%) from 2019

Net Assets

Down

$1,252,924

Down $141,441 (-10%) from 2019

Liabilities

Down

$2,184

Down $16,324 (-88%) from 2019

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin10th percentile

Revenue

Down

$207,910

Down $338,714 (-62%) from 2019

Expenses

Down

$349,351

Down $41,524 (-11%) from 2019

Net Income

Down

-$141,441

Down $297,190 (-191%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth17th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $418,962Liabilities 2011: $22,759Net Assets 2011: $396,2032011Assets 2012: $507,110Liabilities 2012: $26,646Net Assets 2012: $480,4642012Assets 2013: $651,177Liabilities 2013: $19,403Net Assets 2013: $631,7742013Assets 2014: $806,302Liabilities 2014: $33,497Net Assets 2014: $772,8052014Assets 2015: $960,054Liabilities 2015: $35,657Net Assets 2015: $924,3972015Assets 2016: $1,104,557Liabilities 2016: $27,169Net Assets 2016: $1,077,3882016Assets 2017: $1,134,628Liabilities 2017: $28,881Net Assets 2017: $1,105,7472017Assets 2018: $1,247,983Liabilities 2018: $9,367Net Assets 2018: $1,238,6162018Assets 2019: $1,412,873Liabilities 2019: $18,508Net Assets 2019: $1,394,3652019Assets 2020: $1,255,108Liabilities 2020: $2,184Net Assets 2020: $1,252,9242020Assets 2021: $1,133,511Liabilities 2021: $5,381Net Assets 2021: $1,128,1302021Assets 2022: $1,286,404Liabilities 2022: $3,542Net Assets 2022: $1,282,8622022Assets 2023: $1,410,131Liabilities 2023: $19,778Net Assets 2023: $1,390,3532023Assets 2024: $1,396,373Liabilities 2024: $4,096Net Assets 2024: $1,392,2772024

Highlighted filing

2020

Assets$1,255,108
Liabilities$2,184
Net Assets$1,252,924
Open 2020 Filing

Operations Trend

Revenue Growth7th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $253,981Expenses 2011: $181,546Net Income 2011: $72,4352011Revenue 2012: $267,694Expenses 2012: $183,433Net Income 2012: $84,2612012Revenue 2013: $307,873Expenses 2013: $156,563Net Income 2013: $151,3102013Revenue 2014: $383,546Expenses 2014: $242,515Net Income 2014: $141,0312014Revenue 2015: $504,199Expenses 2015: $352,607Net Income 2015: $151,5922015Revenue 2016: $505,126Expenses 2016: $352,135Net Income 2016: $152,9912016Revenue 2017: $481,664Expenses 2017: $453,305Net Income 2017: $28,3592017Revenue 2018: $480,892Expenses 2018: $348,023Net Income 2018: $132,8692018Revenue 2019: $546,624Expenses 2019: $390,875Net Income 2019: $155,7492019Revenue 2020: $207,910Expenses 2020: $349,351Net Income 2020: -$141,4412020Revenue 2021: $201,119Expenses 2021: $325,913Net Income 2021: -$124,7942021Revenue 2022: $495,797Expenses 2022: $341,065Net Income 2022: $154,7322022Revenue 2023: $490,845Expenses 2023: $383,354Net Income 2023: $107,4912023Revenue 2024: $489,749Expenses 2024: $487,825Net Income 2024: $1,9242024

Highlighted filing

2020

Revenue$207,910
Expenses$349,351
Net Income-$141,441
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 27, 2021
Return Version
2020v4.1
Gross Receipts
$207,910
Mission and Program Overview

Mission

To provide education & training to those working under local 16 collective bargaining agreements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,394,365$1,252,924▼ $141,441
Savings and Temporary Cash Investments$988,570$998,549▲ $9,979
Cash and Non-Interest-Bearing Accounts$294,227$207,150▼ $87,077
Land, Buildings, and Equipment, Net$44,013$33,277▼ $10,736
Accounts Receivable$40,614$8,214▼ $32,400
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,412,873$1,255,108▼ $157,765
Other Assets Total$45,449$7,918▼ $37,531
Liabilities
Other Liabilities$10,175$1,851▼ $8,324
Accounts Payable and Accrued Expenses$8,333$333▼ $8,000
Total Liabilities$18,508$2,184▼ $16,324
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,394,365$1,252,924▼ $141,441
Total Liabilities and Net Assets / Fund Balance$1,412,873$1,255,108▼ $157,765

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$33,277$125,780$159,057
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleOtherTotal
See Schedule O for CompensationPaid by Related Organizations$1$1

Board Members and Trustees

NameTitle
Bob SauterTrustee
Debra BernardTrustee
James BeaumonteTrustee
Steve LutgeTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$196,856
Investment Income
$9,980
Other Revenue
$1,074
Change in Net Assets
$-141,441

Audited Revenue Reconciliation

Revenue per Audited Statements
$207,910
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$207,910
Total Revenue per Form 990
$207,910
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$330,640
Salaries, Compensation, and Employee Benefits$18,711
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$116,314
Fees for Services Other---$82,808
Occupancy---$77,358
Fees for Services Accounting---$18,942
Other Salaries and Wages---$17,381
Insurance---$12,151
Depreciation Depletion---$11,406
Fees for Services Legal---$6,355
Office Expenses---$5,306
Payroll Taxes---$1,330
Total Functional Expenses$0$0$0$349,351

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$349,351
Total Expenses per Audited Statements$349,351
Total Expenses per Form 990$349,351
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Organization$1,851
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 A, Line 8B

“There is no committee with the authority to act on behalf of the governing body.”

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

“The form was reviewed by the governing body prior to filing.”

Form 990, Part VI, Section C, Line 19

“The trust will make its governing documents and financial statements available to participants upon request.”

FORM 990, PART VII, SECTION A, LINE 1A:

“Trustees are not compensated by the trust. Compensation paid to the trustees employed by other related organizations are reported on the form 990 filed with the internal revenue service by the related tax-exempt organization. If you would like additional information, please contact iatse local 16.”

FORM 990, PART VII, LINE 2C:

“The board of trustees maintains oversight over the audit and the selection of the independent accountants on an annual basis. This process has not changed.”

Filing and Contact Details

Filer

Filer Name
Iatse Local 16 Training Trust Fund
EIN
61-6335362
Phone
4154416400
Address
240 2ND STREET 1ST FLOOR, SAN FRANCISCO, CA 94105

Signing Officer

Name
Steve Lutge
Title
Trustee
Phone
4154416400
Signed
2021-08-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Lutge
Formed
2007
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
0
Employees
12
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Jasmine S Baker
Phone
9252779100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Payroll service fees 2,321. Education expenses 80,487.”

FORM 990, PART V, LINE 2A:

“The trust compensates its instructors through an agreement with a payroll company, union payroll agency, inc. For the year ended december 31, 2020 there were 12 instructors, as reported on part v line 2a. The form w-2's and the related filings are issued by union payroll agency, inc.”

Financial Statement Notes

PART X, LINE 2:

“The trustees have analyzed the tax positions taken by the trust and have concluded that, as of december 31, 2020, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The trust is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The trustees believe the trust is no longer subject to income tax examinations for the fiscal years prior to 2017.”

Raw XML Appendix354 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/BOYAmt08333
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0333
IRS990/AccountsReceivableGrp/BOYAmt040614
IRS990/AccountsReceivableGrp/EOYAmt08214
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE EDUCATION & TRAINING TO THOSE WORKING UNDER LOCAL 16 COLLECTIVE BARGAINING AGREEMENTS.
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0STEVE LUTGE
IRS990/BooksInCareOfDetail/PhoneNum04154416400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0240 2ND STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094105
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0294227
IRS990/CashNonInterestBearingGrp/EOYAmt0207150
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt09980
IRS990/CYOtherExpensesAmt0330640
IRS990/CYOtherRevenueAmt01074
IRS990/CYProgramServiceRevenueAmt0196856
IRS990/CYRevenuesLessExpensesAmt0-141441
IRS990/CYSalariesCompEmpBnftPaidAmt018711
IRS990/CYTotalExpensesAmt0349351
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0207910
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt011406
IRS990/Desc0PROVIDED EDUCATION & TRAINING TO THOSE WORKING UNDER LOCAL 16 COLLECTIVE BARGAINING AGREEMENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt012
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt018942
IRS990/FeesForServicesLegalGrp/TotalAmt06355
IRS990/FeesForServicesManagementGrp/TotalAmt0116314
IRS990/FeesForServicesOtherGrp/TotalAmt082808
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0BOB SAUTER
IRS990/Form990PartVIISectionAGrp/PersonNm1DEBRA BERNARD
IRS990/Form990PartVIISectionAGrp/PersonNm2STEVE LUTGE
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES BEAUMONTE
IRS990/Form990PartVIISectionAGrp/PersonNm4SEE SCHEDULE O FOR COMPENSATION
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt41
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4PAID BY RELATED ORGANIZATIONS
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0207910
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt012151
IRS990/InvestmentIncomeGrp/ExclusionAmt09980
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09980
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0125780
IRS990/LandBldgEquipBasisNetGrp/BOYAmt044013
IRS990/LandBldgEquipBasisNetGrp/EOYAmt033277
IRS990/LandBldgEquipCostOrOtherBssAmt0159057
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE EDUCATION & TRAINING TO THOSE WORKING UNDER LOCAL 16 COLLECTIVE BARGAINING AGREEMENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01394365
IRS990/NetAssetsOrFundBalancesEOYAmt01252924
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt077358
IRS990/OfficeExpensesGrp/TotalAmt05306
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt045449
IRS990/OtherAssetsTotalGrp/EOYAmt07918
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt010175
IRS990/OtherLiabilitiesGrp/EOYAmt01851
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt01074
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01074
IRS990/OtherRevenueTotalAmt01074
IRS990/OtherSalariesAndWagesGrp/TotalAmt017381
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt01330
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEVE LUTGE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0196856
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0196856
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt015003
IRS990/PYOtherExpensesAmt0337334
IRS990/PYOtherRevenueAmt01168
IRS990/PYProgramServiceRevenueAmt0530453
IRS990/PYRevenuesLessExpensesAmt0155749
IRS990/PYSalariesCompEmpBnftPaidAmt053541
IRS990/PYTotalExpensesAmt0390875
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0546624
IRS990/ReconcilationRevenueExpnssAmt0-141441
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01394365
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01252924
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0988570
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0998549
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt033277
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0125780
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0159057
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0349351
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01851
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED ORGANIZATION
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0207910
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES HAVE ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST AND HAVE CONCLUDED THAT, AS OF DECEMBER 31, 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TRUSTEES BELIEVE THE TRUST IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2017.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt033277
IRS990ScheduleD/TotalExpensesPerForm990Amt0349351
IRS990ScheduleD/TotalLiabilityAmt01851
IRS990ScheduleD/TotalRevenuePerForm990Amt0207910
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0207910
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0349351
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM WAS REVIEWED BY THE GOVERNING BODY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST WILL MAKE ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO THE TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS ARE REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT IATSE LOCAL 16.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PAYROLL SERVICE FEES 2,321. EDUCATION EXPENSES 80,487.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE BOARD OF TRUSTEES MAINTAINS OVERSIGHT OVER THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANTS ON AN ANNUAL BASIS. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE TRUST COMPENSATES ITS INSTRUCTORS THROUGH AN AGREEMENT WITH A PAYROLL COMPANY, UNION PAYROLL AGENCY, INC. FOR THE YEAR ENDED DECEMBER 31, 2020 THERE WERE 12 INSTRUCTORS, AS REPORTED ON PART V LINE 2A. THE FORM W-2'S AND THE RELATED FILINGS ARE ISSUED BY UNION PAYROLL AGENCY, INC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII, SECTION A, LINE 1A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART V, LINE 2A:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTERNATIONAL ALLIANCE OF THEATRICAL STAGE EMPLOYEES LOCAL 16
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0940921920
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROMOTE THE WELFARE AND WORKING CONDITIONS OF ITS MEMBERSHIP.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0240 SECOND STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN FRANCISCO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd094105
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES BENEFITS TO ELIGIBLE EMPLOYEES. AS OF DECEMBER 31,2020, THERE ARE APPROXIMATELY 211 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE LOCAL MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE LOCAL AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT, THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON PART VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. 32TEN STUDIOS 4 PRODUCTIONS ACA VIDEO ACME SCENERY ACT ALFORD MEDIA SERVICES INC ALLIANT EVENT SERVICES INC ANDERSON AV RENTALS AND PRODUCTIONS ANOTHER PLANET ENTERTAINMENT ANY SCREEN INC AOO EVENTS INC ARTS & SCIENCE DEPT., LLC ATHLETIC & PERFORMANCE RIGGING ATL EVENTS AUDIO VISUAL DYNAMICS AUDIO VISUAL PROD SOLUTIONS FKA TECH EXPRESS AUDIO VISUAL PRODUCTION GROUP AUDIO VISUAL PROJECTION SVCS INC AUDIO VISUAL RESOURCES AUDIO XL AV DIMENSIONS INC AV FX INC AV IMAGES AVX AUDIO VISUAL AZIMUTH VIDEO PRODUCTIONS BAVSERVICES BBI ENGINEERING INC BENCHMARK PRODUCTIONS BGCA MANAGEMENT LLC BLACKPOINT PRODUCTIONS BLUEPRINT STUDIOS BOB INDUSTRIES BOLES EVENT CONSULTING BONJOUR ANNE LLC "THE LUNCH" BRAMSON PRODUCTIONS INC BREAKOUT AUDIO VISUAL BRICKLEY PRODUCTION SERVICES BRITE IDEAS INC BRYN MAWR COMMUNICATIONS DBA AVENUE LIVE LLC CALIFORNIA SCHOOL BOARDS ASSOCIATION CAPS LLC CAST & CREW PRODUCTION PAYROLL INC CBS FILMS / "LEXI" / "THE PHONE" CEAVCO AUDIO VISUAL CO INC CHASE CENTER ARENA LLC CIRCLE TWO PRODUCTIONS CIRQUE DU SOLEIL CITY ARTS & LECTURES CITY BALLET SCHOOL LLC CLARITY TECHNICAL SOLUTIONS CLOSE-UP PRODUCTIONS CMI COMMUNICATIONS CMS PRODS / "CLICKBAIT" COAST TO COAST PRODUCTION MANAGEMENT CONCEPT SERVICES INC CORPORATE AV LLC COW PALACE CRANETOWN MEDIA LLC CREATIVE TECHNOLOGY- DBA AVTS CURRAN LIVE LLC DA VINCI FUSION DAVID MICHAEL PRODUCTIONS DELICATE PRODUCTIONS INC DIGITAL BLUE INC DIVERSIFIED STAGE DS-INTERPRETATION INC FORMERLY DESIGN SPECIALISTS DTC GRIP & ELECTRIC INC EDGEFACTORY EDUCATIONAL MEASURES LLC EMPLOYEE LEASING SOLUTIONS INC ENCORE EVENT TECHNOLOGIES ENCORE EVENT TECHNOLOGIES INC FKA AVT EVENT TECH ENHANCED LIGHTING & SOUND ENHANCED LIGHTING SOUNDSATION PRO ETECH EVENT PRODUCTION RESOURCES AUDIO VISUAL / EPRAV EVENT PRODUCTIONS INC EVENT TECHNOLOGY SERVICES/ETS EVENTS/COM EVERYTHING AUDIO VISUAL EXTREME REACH TALENT INC FEATURES PROCESSING CA INC FORT MASON CENTER FORWARD PROCESSING CA INC FOUR MOON PRODUCTIONS FRAMESTORE PICTURES FREEMAN AUDIO VISUAL SOLUTIONS INC FRISCHKORN AUDIO VISUAL INC / FMAV FRONTRUNNER PRODUCTIONS, INC GLAUCOMA RESEARCH FOUNDATION GOT LIGHT? GRAVITY PRODUCTIONS GREYHOUND EXPO SVCS HARTMANN PROJECT TEAM LLC HARTMANN STUDIOS HB LIVE INC HOLZMUELLER CORP HUGHSTON ENGINEERING ICV DIGITAL MEDIA IDEAS SPECIAL EVENT COMPANY IMMERSIVE ENVIRONMENTS LLC IMPERIAL WOODPECKER INDIGO LIVE INTERSTAR TRANSLATIONS ISLAND CREATIVE MANAGEMENT JCD ATMOSPHERIC STUDIOS INC JOHN HESSLER PRODUCTIONS JOHN MURRAY PRODUCTIONS JSTRYKER INC KALEIDOSCOPE PRODUCTIONS LABOR BOSS LABOR RESOURCES MANAGEMENT INC LAKESHORE AUDIO VISUAL INC. LATITUDE 38 ENTERTAINMENT LLC LIVE NATION LMG TECHNICAL SERVICES LLC LUTHER BURBANK CENTER FOR THE ARTS FKA WELLS FARGO MAC PRODUCTIONS INC MAGNETIC IMAGES INC MAIN PROCESSING INC MARINES MEMORIAL THEATRE MC CUNE AUDIO VIDEO LIGHTING MJAV PRODUCTIONS MOUNTAIN PRODUCTIONS INC MULTI IMAGE GROUP MUNDAY & COLLINS AV MUSE MEDIA CENTER INC MUSE PRESENTATION TECHNOLOGY MUSSON THEATRICAL INC MVP COLLABORATIVE NATIONAL ASSOC OF CORPORATE DIRECTORS NATIONAL MICRO RENTALS OAKLAND AUDIO VISUAL INC PAEINC CORP PALACE OF FINE ARTS PICROW INC / "BUDDING PROSPECTS" PLANET AV PRESENTATION SERVICES PRESENTATION TECHNOLOGIES PRESENTATION TECHNOLOGY LLC/PTAV PRESIDIO THEATER PRO AUDIO VIDEO INC PRO HOME SYSTEMS AKA AUDIO VIDEO I
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R. IDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0124625
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0REIMB. OF SALARIES & RELATED EXP.
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0IATSE LOCAL 16
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01412873
IRS990/TotalAssetsEOYAmt01255108
IRS990/TotalAssetsGrp/BOYAmt01412873
IRS990/TotalAssetsGrp/EOYAmt01255108
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/TotalAmt0349351
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt018508
IRS990/TotalLiabilitiesEOYAmt02184
IRS990/TotalLiabilitiesGrp/BOYAmt018508
IRS990/TotalLiabilitiesGrp/EOYAmt02184
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01394365
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01252924
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0196856
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt011054
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0196856
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0207910
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01412873
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01255108
IRS990/TotReportableCompRltdOrgAmt01
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0240 2ND STREET 1ST FLOOR
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094105
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVE LUTGE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04154416400
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IATSE LOCAL 16 TRAINING TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0IATS
ReturnHeader/Filer/EIN0616335362
ReturnHeader/Filer/PhoneNum04154416400
ReturnHeader/Filer/USAddress/AddressLine1Txt0240 2ND STREET 1ST FLOOR
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094105
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522385296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDQUIST LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 EXECUTIVE PARKWAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252779100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASMINE S BAKER
ReturnHeader/ReturnTs02021-08-27T15:51:08-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LUTGE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,255,108
Liabilities
$2,184
Net assets
$1,252,924
Revenue
$207,910
Expenses
$349,351
Net income
-$141,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.39$0.49$0.49$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.02$1.39$0.49$0.38$0.11
2022Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.28$0.50$0.34$0.15
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.01$1.13$0.20$0.33$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.25$0.21$0.35$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.02$1.39$0.55$0.39$0.16
2018Detailed filing. Detailed filing data is available for this year.$1.25$0.01$1.24$0.48$0.35$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.13$0.03$1.11$0.48$0.45$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.10$0.03$1.08$0.51$0.35$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.96$0.04$0.92$0.50$0.35$0.15
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.03$0.77$0.38$0.24$0.14
2013Summary only. Only limited summary data is available for this year.$0.65$0.02$0.63$0.31$0.16$0.15
2012Summary only. Only limited summary data is available for this year.$0.51$0.03$0.48$0.27$0.18$0.08
2011Summary only. Only limited summary data is available for this year.$0.42$0.02$0.40$0.25$0.18$0.07