Civic Intelligence

Ca Energy & Infrastructure

EIN 83-4243859 • 501(c)6 • Sacramento, CA

Profile

To assist workers and employers in solving problems of mutual concern not susceptible to resolution within the collective bargaining process and to study and explore ways of eliminating potential problems which reduce the competitiveness and inhibit the economic development of the oil refining and producing industry in california.

1231 I Street 302Sacramento, CA 95814

n/A

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)6 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

6th percentile

0.00x

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

501(c)6 • $5M-$10M nonprofits • Source year 2025

Net Margin

15th percentile

-7.7%

Higher net margin than 15% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

501(c)6 • $5M-$10M nonprofits • Source year 2025

Asset Growth

23rd percentile

-2.3%

Faster asset growth than 23% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-40%

Faster revenue growth than 3% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$6,468,355

Up $2,968,174 (+85%) from 2023

Liabilities

Down

$0

Down $12,000 (-100%) from 2023

Net Assets

Up

$6,468,355

Up $2,980,174 (+85%) from 2023

Operations
Liabilities / Revenue6th percentileNet Margin15th percentile

Revenue

Up

$3,250,548

Up $2,371,843 (+270%) from 2023

Expenses

Down

$284,011

Down $178,957 (-39%) from 2023

Net Income

Up

$2,966,537

Up $2,550,800 (+614%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2019: $1Liabilities 2019: $02019Assets 2020: $2,757,969Liabilities 2020: $15,000Net Assets 2020: $2,742,9692020Assets 2021: $3,457,343Liabilities 2021: $26,500Net Assets 2021: $3,430,8432021Assets 2022: $3,092,944Liabilities 2022: $20,500Net Assets 2022: $3,072,4442022Assets 2023: $3,500,181Liabilities 2023: $12,000Net Assets 2023: $3,488,1812023Assets 2024: $6,468,355Liabilities 2024: $0Net Assets 2024: $6,468,3552024

Highlighted filing

2024

Assets$6,468,355
Liabilities$0
Net Assets$6,468,355
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $2,801,049Expenses 2020: $58,080Net Income 2020: $2,742,9692020Revenue 2021: $760,610Expenses 2021: $137,972Net Income 2021: $622,6382021Revenue 2022: $458,104Expenses 2022: $816,503Net Income 2022: -$358,3992022Revenue 2023: $878,705Expenses 2023: $462,968Net Income 2023: $415,7372023Revenue 2024: $3,250,548Expenses 2024: $284,011Net Income 2024: $2,966,5372024

Highlighted filing

2024

Revenue$3,250,548
Expenses$284,011
Net Income$2,966,537
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$6,468,355
Liabilities
$0
Net assets
$6,468,355
Revenue
$3,250,548
Expenses
$284,011
Net income
$2,966,537
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.47$0.00$6.47$3.25$0.28$2.97
2023Detailed filing. Detailed filing data is available for this year.$3.50$0.01$3.49$0.88$0.46$0.42
2022Detailed filing. Detailed filing data is available for this year.$3.09$0.02$3.07$0.46$0.82$0.36
2021Detailed filing. Detailed filing data is available for this year.$3.46$0.03$3.43$0.76$0.14$0.62
2020Summary only. Only limited summary data is available for this year.$2.76$0.02$2.74$2.80$0.06$2.74
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Mar 17, 2025
Return Version
2023v6.0
Gross Receipts
$3,250,548
Mission and Program Overview

Mission

To assist workers and employers in solving problems of mutual concern not susceptible to resolution within the collective bargaining process and to study and explore ways of eliminating potential problems which reduce the competitiveness and inhibit the economic development of the oil refining and producing industry in california.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,575,763$4,540,078▲ $2,964,315
Savings and Temporary Cash Investments$1,924,418$1,928,277▲ $3,859
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$3,500,181$6,468,355▲ $2,968,174
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$12,000--
Total Liabilities$12,000$0▼ $12,000
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,488,181$6,468,355▲ $2,980,174
Total Net Assets Fund Balance$3,488,181$6,468,355▲ $2,980,174
Total Liabilities and Net Assets / Fund Balance$3,500,181$6,468,355▲ $2,968,174
Compensation and Service Providers
Top Officer Pay13th percentile

Board Members and Trustees

NameTitle
Tom BacaChairman
Andrew MeredithTrustee
Betsy BrienTrustee
Ermelinda MorettiTrustee
Scott FolwarkowTrustee
Steve KonigTrustee
Henry PereaSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Digital Turf LLCDigital Advertising27 CLEAR BROOK CROSSING, Kennebunk, ME 04043-
Kma ConsultingTrust Administration253 CASCADE FALLS DRIVE, Folsom, CA 95360-
Revenue and Support

Revenue Composition

Contributions and Grants
$3,246,689
Program Service Revenue
$0
Investment Income
$3,859
Other Revenue
$0
All Other Contributions
$3,246,689
Change in Net Assets
$2,966,537
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$284,011
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
Fees for Services Other---$120,000
Fees for Services Legal---$22,898
Fees for Services Accounting---$3,400
Other Expenses---$329
Total Functional Expenses$0$0$0$284,011
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
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“A complete copy of the form 990 return is provided to the board of trustees for their review and comments before it is filed.”

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

“Each trustee is required to complete a conflict of interest disclosure questionnaire annually. If a trustee has any conflict of interest, the trustee would need to recuse him or herself from consideration, discussion and decision making (including voting) regarding a conflict area.”

Form 990, Part VI, Section C, Line 19

“Documents available upon request.”

Filing and Contact Details

Filer

Filer Name
CA Energy & Infrastructure
EIN
83-4243859
Phone
9164433302
Address
1231 I STREET 302, SACRAMENTO, CA 95814

Signing Officer

Name
Tom Baca
Title
Chairman
Signed
2025-03-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Baca
Formed
2019
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
James J Fuchs CPA
Address
3004 Deodar Ave Ste B, Costa Mesa, CA 92626
Preparer
James J Fuchs
Phone
7145499544
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Convert accrual to cash sec 481(a) adjustment = $12000”

Form 990, Part XI, Line 9

“Legal expense adjustment from fye 5-31-23 = $1637”

Statement Note 1

“The overall accounting method is being changed from accrual to cash beginning june 1, 2023 under the direction of rev proc 2015-20. A section 481(a) adjustment to remove accounts payable from the end of the prior year is being made. Otherwise, there are no other changes to be made.”

Raw XML Appendix352 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt012000
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO ASSIST WORKERS AND EMPLOYERS IN SOLVING PROBLEMS OF MUTUAL CONCERN NOT SUSCEPTIBLE TO RESOLUTION WITHIN THE COLLECTIVE BARGAINING PROCESS AND TO STUDY AND EXPLORE WAYS OF ELIMINATING POTENTIAL PROBLEMS WHICH REDUCE THE COMPETITIVENESS AND INHIBIT THE ECONOMIC DEVELOPMENT OF THE OIL REFINING AND PRODUCING INDUSTRY IN CALIFORNIA.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt03246689
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0TOM BACA
IRS990/BooksInCareOfDetail/PhoneNum09164433302
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01231 I STREET STE 302
IRS990/BooksInCareOfDetail/USAddress/CityNm0SACRAMENTO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095814
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01575763
IRS990/CashNonInterestBearingGrp/EOYAmt04540078
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt027 CLEAR BROOK CROSSING
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1253 CASCADE FALLS DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0KENNEBUNK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1FOLSOM
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0ME
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd004043
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd195360
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0DIGITAL TURF LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1KMA CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc0DIGITAL ADVERTISING
IRS990/ContractorCompensationGrp/ServicesDesc1TRUST ADMINISTRATION
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03246689
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03859
IRS990/CYOtherExpensesAmt0284011
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt02966537
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0284011
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03250548
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE TRUST IS WORKING ON A POSSIBLE EDUCATION CAMPAIGN FOCUSED ON EDUCATING POLICYMAKERS AND OTHER OPINION LEADERS ABOUT THE BENEFITS OF CLIMATE CHANGE AND CARBON DIOXIDE CAPTURE AND SEQUESTRATION (CCS) AS A METHOD OF ACTION TO MITIGATE CARBON DIOXIDE EMISSIONS THAT WOULD BENEFIT THE TRUST AND ITS INDUSTRY.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt03400
IRS990/FeesForServicesLegalGrp/TotalAmt022898
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt0120000
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0ERMELINDA MORETTI
IRS990/Form990PartVIISectionAGrp/PersonNm1BETSY BRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm2SCOTT FOLWARKOW
IRS990/Form990PartVIISectionAGrp/PersonNm3STEVE KONIG
IRS990/Form990PartVIISectionAGrp/PersonNm4ANDREW MEREDITH
IRS990/Form990PartVIISectionAGrp/PersonNm5TOM BACA
IRS990/Form990PartVIISectionAGrp/PersonNm6HENRY PEREA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02019
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03250548
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt03859
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03859
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ASSIST WORKERS AND EMPLOYERS IN SOLVING PROBLEMS OF MUTUAL CONCERN NOT SUSCEPTIBLE TO RESOLUTION WITHIN THE COLLECTIVE BARGAINING PROCESS AND TO STUDY AND EXPLORE WAYS OF ELIMINATING POTENTIAL PROBLEMS WHICH REDUCE THE COMPETITIVENESS AND INHIBIT THE ECONOMIC DEVELOPMENT OF THE OIL REFINING AND PRODUCING INDUSTRY IN CALIFORNIA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03488181
IRS990/NetAssetsOrFundBalancesEOYAmt06468355
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03488181
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06468355
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt013637
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0DIGITAL ADVERTISING
IRS990/OtherExpensesGrp/Desc1IRS TAXES
IRS990/OtherExpensesGrp/Desc2BANK CHARGES
IRS990/OtherExpensesGrp/TotalAmt0130000
IRS990/OtherExpensesGrp/TotalAmt17384
IRS990/OtherExpensesGrp/TotalAmt2329
IRS990/OtherRevenueMiscGrp/Desc0VOID OLD CHECKS
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 BACA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0873979
IRS990/PYInvestmentIncomeAmt03845
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0462968
IRS990/PYOtherRevenueAmt0881
IRS990/PYRevenuesLessExpensesAmt0415737
IRS990/PYTotalExpensesAmt0462968
IRS990/PYTotalRevenueAmt0878705
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02966537
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01924418
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01928277
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COMPLETE COPY OF THE FORM 990 RETURN IS PROVIDED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AND COMMENTS BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH TRUSTEE IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE ANNUALLY. IF A TRUSTEE HAS ANY CONFLICT OF INTEREST, THE TRUSTEE WOULD NEED TO RECUSE HIM OR HERSELF FROM CONSIDERATION, DISCUSSION AND DECISION MAKING (INCLUDING VOTING) REGARDING A CONFLICT AREA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CONVERT ACCRUAL TO CASH SEC 481(A) ADJUSTMENT = $12000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4LEGAL EXPENSE ADJUSTMENT FROM FYE 5-31-23 = $1637
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE OVERALL ACCOUNTING METHOD IS BEING CHANGED FROM ACCRUAL TO CASH BEGINNING JUNE 1, 2023 UNDER THE DIRECTION OF REV PROC 2015-20. A SECTION 481(A) ADJUSTMENT TO REMOVE ACCOUNTS PAYABLE FROM THE END OF THE PRIOR YEAR IS BEING MADE. OTHERWISE, THERE ARE NO OTHER CHANGES TO BE MADE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Statement Note 1
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03500181
IRS990/TotalAssetsEOYAmt06468355
IRS990/TotalAssetsGrp/BOYAmt03500181
IRS990/TotalAssetsGrp/EOYAmt06468355
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03246689
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0284011
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012000
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt012000
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03488181
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06468355
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03859
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03250548
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03500181
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06468355
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01231 I STREET 302
IRS990/USAddress/CityNm0SACRAMENTO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0958142933
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM BACA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CA ENERGY & INFRASTRUCTURE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LABOR MANAGEMENT COOPERATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CAEN
ReturnHeader/Filer/EIN0834243859
ReturnHeader/Filer/PhoneNum09164433302
ReturnHeader/Filer/USAddress/AddressLine1Txt01231 I STREET 302
ReturnHeader/Filer/USAddress/CityNm0SACRAMENTO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095814
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200513192
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James J Fuchs CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03004 Deodar Ave Ste B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Costa Mesa
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092626
ReturnHeader/PreparerPersonGrp/PhoneNum07145499544
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES J FUCHS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-03-17T10:36:11-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.