Civic Intelligence

Carpenters Training Trust Fund for Northern California

990 • Fiscal year 2018 • EIN 93-1079534

Sep 01, 2017 to Aug 31, 2018 • Filed on Jul 15, 2019

Organization ProfileN/A

View Organization Page

265 Hegenberger Road No 100Oakland, CA 94621

(510) 633-0333

Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Liabilities / Revenue

12th percentile

0.03x

Higher debt load relative to revenue than 12% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Net Margin

91st percentile

50%

Higher net margin than 91% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Source year 2018

Top Officer Pay

26th percentile

$227,325

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2018 filings • $100M-$250M nonprofits • Source year 2018

Asset Growth

92nd percentile

24%

Faster asset growth than 92% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Revenue Growth

14th percentile

-9.1%

Faster revenue growth than 14% of similar nonprofits.

2018 filings • $100M-$250M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$124,485,435

Up $24,215,629 (+24%) from 2017

Net Assets

Up

$123,485,915

Up $24,142,732 (+24%) from 2017

Liabilities

Up

$999,520

Up $72,897 (+7.9%) from 2017

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin91st percentile

Revenue

Down

$39,169,522

Down $3,944,079 (-9.1%) from 2017

Expenses

Down

$19,423,826

Down $7,345,634 (-27%) from 2017

Net Income

Up

$19,745,696

Up $3,401,555 (+21%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$300M$200M$100M$0Assets 2011: $40,057,351Liabilities 2011: $874,509Net Assets 2011: $39,182,8422011Assets 2012: $43,637,494Liabilities 2012: $37,746Net Assets 2012: $43,599,7482012Assets 2013: $50,967,519Liabilities 2013: $774,555Net Assets 2013: $50,192,9642013Assets 2014: $56,455,455Liabilities 2014: $28,012Net Assets 2014: $56,427,4432014Assets 2015: $63,555,669Liabilities 2015: $314,638Net Assets 2015: $63,241,0312015Assets 2016: $75,733,350Liabilities 2016: $64,169Net Assets 2016: $75,669,1812016Assets 2017: $100,269,806Liabilities 2017: $926,623Net Assets 2017: $99,343,1832017Assets 2018: $124,485,435Liabilities 2018: $999,520Net Assets 2018: $123,485,9152018Assets 2019: $145,962,218Liabilities 2019: $1,279,805Net Assets 2019: $144,682,4132019Assets 2020: $155,843,179Liabilities 2020: $706,561Net Assets 2020: $155,136,6182020Assets 2021: $171,540,821Liabilities 2021: $968,351Net Assets 2021: $170,572,4702021Assets 2022: $170,606,032Liabilities 2022: $1,620,444Net Assets 2022: $168,985,5882022Assets 2023: $186,917,007Liabilities 2023: $2,265,779Net Assets 2023: $184,651,2282023Assets 2024: $212,224,423Liabilities 2024: $1,696,520Net Assets 2024: $210,527,9032024

Highlighted filing

2018

Assets$124,485,435
Liabilities$999,520
Net Assets$123,485,915
Open 2018 Filing

Operations Trend

Revenue Growth14th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $12,808,566Expenses 2011: $12,966,483Net Income 2011: -$157,9172011Revenue 2012: $14,814,844Expenses 2012: $11,095,775Net Income 2012: $3,719,0692012Revenue 2013: $16,270,689Expenses 2013: $9,185,299Net Income 2013: $7,085,3902013Revenue 2014: $17,306,089Expenses 2014: $11,618,732Net Income 2014: $5,687,3572014Revenue 2015: $19,453,840Expenses 2015: $12,858,233Net Income 2015: $6,595,6072015Revenue 2016: $25,377,946Expenses 2016: $13,333,068Net Income 2016: $12,044,8782016Revenue 2017: $43,113,601Expenses 2017: $26,769,460Net Income 2017: $16,344,1412017Revenue 2018: $39,169,522Expenses 2018: $19,423,826Net Income 2018: $19,745,6962018Revenue 2019: $43,387,173Expenses 2019: $18,921,936Net Income 2019: $24,465,2372019Revenue 2020: $31,238,207Expenses 2020: $16,062,512Net Income 2020: $15,175,6952020Revenue 2021: $34,465,200Expenses 2021: $19,029,348Net Income 2021: $15,435,8522021Revenue 2022: $31,617,427Expenses 2022: $30,005,321Net Income 2022: $1,612,1062022Revenue 2023: $41,208,335Expenses 2023: $32,440,750Net Income 2023: $8,767,5852023Revenue 2024: $45,625,818Expenses 2024: $32,509,382Net Income 2024: $13,116,4362024

Highlighted filing

2018

Revenue$39,169,522
Expenses$19,423,826
Net Income$19,745,696
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jul 15, 2019
Return Version
2017v2.3
Gross Receipts
$106,044,690
Mission and Program Overview

Mission

NONE

SEE PART III LINE 4A

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$99,343,183$123,485,915▲ $24,142,732
Investments in Publicly Traded Securities$49,329,295$70,642,683▲ $21,313,388
Land, Buildings, and Equipment, Net$33,740,707$35,969,625▲ $2,228,918
Savings and Temporary Cash Investments$6,368,103$7,844,370▲ $1,476,267
Accounts Receivable$5,749,150$6,208,096▲ $458,946
Prepaid Expenses and Deferred Charges$1,286,780$948,046▼ $338,734
Cash and Non-Interest-Bearing Accounts$1,344,463$777,945▼ $566,518
Inventories for Sale or Use$18,165$35,290▲ $17,125
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$100,269,806$124,485,435▲ $24,215,629
Other Assets Total$2,433,143$2,059,380▼ $373,763
Liabilities
Accounts Payable and Accrued Expenses$348,063$710,905▲ $362,842
Other Liabilities$578,560$288,615▼ $289,945
Total Liabilities$926,623$999,520▲ $72,897
Net Assets / Fund Balance
Total Net Assets Fund Balance$99,343,183$123,485,915▲ $24,142,732
Total Liabilities and Net Assets / Fund Balance$100,269,806$124,485,435▲ $24,215,629

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$34,967,349-$34,967,349
Equipment$433,821$2,482,432$2,916,253
Other Land Buildings$281,270$633,915$915,185
Leasehold Improvements$287,185$583,464$870,649
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark FuchsExecutive DirectorFT$150,111$77,214$227,325
PETER O'FARRELLDirector of TrainingFT$139,871$75,884$215,755
Raul PobletteTraining OfficerFT$122,547$73,631$196,178
Anthony HernandezDistrict CoordinatorFT$118,948$73,163$192,111
Frank DabrowskiDistrict CoordinatorFT$114,851$72,631$187,482
Jesus De La TorreDistrict CoordinatorFT$114,851$72,631$187,482
Matthew RowlettDistrict CoordinatorFT$114,851$72,631$187,482
Scott LewisDistrict CoordinatorFT$114,851$72,631$187,482

Board Members and Trustees

NameTitle
Anthony CanalesTrustee
Bob TornbergTrustee
Christian MoyerTrustee
Howard VerrinderTrustee
James SmithTrustee
John SytsmaTrustee
Kurtis FraileyTrustee
Mark ScherschelTrustee
Michael WaltonTrustee
Randy SanchezTrustee
Rick SlaterTrustee
Rick SolisTrustee
Robert AlvaradoTrustee
Sean HebardTrustee
Steve BellTrustee
Timothy LittonTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Mcmorgan & CompanyInvestment ManagerONE FRONT STREET SUITE 500, San Francisco, CA 94111$281,290
Carpenter Funds Administrative Office OfAdministration265 HEGENBERGER RD SUITE 100, Oakland, CA 94621$156,796
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$37,062,836
Investment Income
$2,039,450
Other Revenue
$67,236
Change in Net Assets
$19,745,696

Audited Revenue Reconciliation

Revenue per Audited Statements
$39,169,522
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$4,397,036
Total Revenue per Audited Statements
$43,566,558
Total Revenue per Form 990
$39,169,522
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,808,117
Other Expenses$7,587,790
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$6,123,915
Office Expenses---$4,776,802
Other Employee Benefits---$3,433,597
Current Officers, Directors, Trustees, and Key Employees---$1,581,297
Payroll Taxes---$669,308
Insurance---$520,603
Depreciation Depletion---$369,605
Travel---$341,703
Fees for Service Investment Mgmnt Fees---$296,526
All Other Expenses---$252,339
Fees for Services Management---$156,796
Information Technology---$128,801
Other Expenses---$100,749
Fees for Services Legal---$46,179
Fees for Services Accounting---$33,137
Benefits to Members---$27,919
Conferences and Meetings---$25,351
Advertising---$15,489
Total Functional Expenses$0$0$0$19,423,826

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$19,423,826
Total Expenses per Audited Statements$19,423,826
Total Expenses per Form 990$19,423,826
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
Accrued Vacation and Other Leave$288,615
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization has delegated control over management duties customarily performed by or under the direct supervision of officers, directors, trustees or key employees to the administrator.”

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

“The entity does not have any sub-committees with the authority to act.”

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

“The trustees have designated the administrator to review the form 990 prior to signing and filing.”

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

“In connection with any actual or potential conflict of interest, a trustee should disclose to all other trustees and fund counsel the existence and nature of the financial interest or benefit involved including disclosure of all material facts attendant to the transaction.”

Form 990, Part VI, Section C, Line 19

“The organization does not makes its governing documents, conflict of interest policy, and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Carpenters Training Trust Fund for
EIN
93-1079534
Phone
5106330333
Address
265 HEGENBERGER ROAD NO 100, OAKLAND, CA 94621

Signing Officer

Name
Trustee Trustee
Title
Secretary
Phone
5106330333
Signed
2019-07-15
Discuss with paid preparer
Yes

Organization Details

Formed
1963
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
93
Volunteers
0

Preparer

Firm
Vavrinek Trine Day & Co Llp
Address
1900 S NORFOLK ST SUITE 225, SAN MATEO, CA 94403
Preparer
Melissa Evjenth
Phone
9094664410
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The board of trustees assumes responsibility for the oversight of the audit of the organization's financial statements and the selection of the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“The trust has adopted guidance on accounting for uncertainty in income taxes issued by the financial accounting standards board. The trust administrator believes that the trust has not taken uncertain tax positions that require adjustment to the financial statements as a tax liability. Informational tax returns, for tax years for which the applicable statutes of limitations have not expired, are subject to examination by authorities.”

Raw XML AppendixShowing 400 of 701 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR OF TRAINING
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRAINING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt19DISTRICT COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DISTRICT COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DISTRICT COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DISTRICT COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DISTRICT COORDINATOR
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IRS990/GrantsToOrganizationsInd00
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IRS990/IndoorTanningServicesInd00
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IRS990/InsuranceGrp/TotalAmt0520603
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IRS990/MembersOrStockholdersInd00
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IRS990/MinutesOfCommitteesInd00
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt046450
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt046450
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IRS990/NetUnrlzdGainsLossesInvstAmt04397036
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IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt04776802
IRS990/OfficerMailingAddressInd00
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IRS990/OtherExpensesGrp/Desc0EQUIPMENT RENTAL
IRS990/OtherExpensesGrp/Desc1OFFICE FURNITURE & EQUI
IRS990/OtherExpensesGrp/Desc2AUTOMOBILE EXPENSE
IRS990/OtherExpensesGrp/Desc3INSTRUCTIONAL EXPENSES
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IRS990/OtherExpensesGrp/TotalAmt1150241
IRS990/OtherExpensesGrp/TotalAmt2114942
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IRS990/PYTotalRevenueAmt043113601
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0123485915
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt07844370
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,485,435
Liabilities
$999,520
Net assets
$123,485,915
Revenue
$39,169,522
Expenses
$19,423,826
Net income
$19,745,696
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$212$1.70$211$45.6$32.5$13.1
2023Detailed filing. Detailed filing data is available for this year.$187$2.27$185$41.2$32.4$8.77
2022Detailed filing. Detailed filing data is available for this year.$171$1.62$169$31.6$30.0$1.61
2021Detailed filing. Detailed filing data is available for this year.$172$0.97$171$34.5$19.0$15.4
2020Detailed filing. Detailed filing data is available for this year.$156$0.71$155$31.2$16.1$15.2
2019Detailed filing. Detailed filing data is available for this year.$146$1.28$145$43.4$18.9$24.5
2018Detailed filing. Detailed filing data is available for this year.$124$1.00$123$39.2$19.4$19.7
2017Detailed filing. Detailed filing data is available for this year.$100$0.93$99.3$43.1$26.8$16.3
2016Detailed filing. Detailed filing data is available for this year.$75.7$0.06$75.7$25.4$13.3$12.0
2015Detailed filing. Detailed filing data is available for this year.$63.6$0.31$63.2$19.5$12.9$6.60
2014Summary only. Only limited summary data is available for this year.$56.5$0.03$56.4$17.3$11.6$5.69
2013Summary only. Only limited summary data is available for this year.$51.0$0.77$50.2$16.3$9.19$7.09
2012Summary only. Only limited summary data is available for this year.$43.6$0.04$43.6$14.8$11.1$3.72
2011Summary only. Only limited summary data is available for this year.$40.1$0.87$39.2$12.8$13.0$0.16
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)5 • $100M-$250M nonprofits