Civic Intelligence

Carpenters Training Trust Fund for Northern California

990 • Fiscal year 2020 • EIN 93-1079534

Sep 01, 2019 to Aug 31, 2020 • Filed on Jul 15, 2021

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

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.02x

Higher debt load relative to revenue than 15% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Net Margin

90th percentile

49%

Higher net margin than 90% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Source year 2020

Top Officer Pay

48th percentile

$337,480

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2020 filings • $100M-$250M nonprofits • Source year 2020

Asset Growth

53rd percentile

6.8%

Faster asset growth than 53% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Revenue Growth

12th percentile

-28%

Faster revenue growth than 12% of similar nonprofits.

2020 filings • $100M-$250M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$155,843,179

Up $9,880,961 (+6.8%) from 2019

Net Assets

Up

$155,136,618

Up $10,454,205 (+7.2%) from 2019

Liabilities

Down

$706,561

Down $573,244 (-45%) from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin90th percentile

Revenue

Down

$31,238,207

Down $12,148,966 (-28%) from 2019

Expenses

Down

$16,062,512

Down $2,859,424 (-15%) from 2019

Net Income

Down

$15,175,695

Down $9,289,542 (-38%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2020

Assets$155,843,179
Liabilities$706,561
Net Assets$155,136,618
Open 2020 Filing

Operations Trend

Revenue Growth12th 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

2020

Revenue$31,238,207
Expenses$16,062,512
Net Income$15,175,695
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jul 15, 2021
Return Version
2019v5.2
Gross Receipts
$218,237,922
Mission and Program Overview

Mission

NONE

Apprenticeship training to eligible carpenters covered by the collective bargaining agreements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$144,682,413$155,136,618▲ $10,454,205
Land, Buildings, and Equipment, Net$47,975,677$67,398,979▲ $19,423,302
Investments in Publicly Traded Securities$76,639,789$48,222,599▼ $28,417,190
Savings and Temporary Cash Investments$11,750,164$31,179,348▲ $19,429,184
Accounts Receivable$7,117,548$6,253,055▼ $864,493
Cash and Non-Interest-Bearing Accounts$466,833$912,399▲ $445,566
Prepaid Expenses and Deferred Charges$8,086$602,741▲ $594,655
Inventories for Sale or Use$29,144$40,800▲ $11,656
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$145,962,218$155,843,179▲ $9,880,961
Other Assets Total$1,974,977$1,233,258▼ $741,719
Liabilities
Other Liabilities$1,248,667$632,406▼ $616,261
Accounts Payable and Accrued Expenses$31,138$74,155▲ $43,017
Total Liabilities$1,279,805$706,561▼ $573,244
Net Assets / Fund Balance
Total Net Assets Fund Balance$144,682,413$155,136,618▲ $10,454,205
Total Liabilities and Net Assets / Fund Balance$145,962,218$155,843,179▲ $9,880,961

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$65,867,325-$65,867,325
Equipment$1,000,225$3,095,590$4,095,815
Leasehold Improvements$213,256$657,393$870,649
Other Land Buildings$318,173$460,059$778,232
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mark FuchsExecutive DirectorFT$163,440$81,355$244,795
PETER O'FARRELLDirector of TrainingFT$156,661$80,474$237,135
Raul PobletteTraining OfficerFT$149,880$79,592$229,472
Brian BellowsInstructorFT$125,768$82,818$208,586
Antone HernandezDistrict CoordinatorFT$125,768$76,458$202,226
Jesus De La TorreDistrict CoordinatorFT$125,034$76,362$201,396
Octavio SotoDistrict CoordinatorFT$125,034$76,362$201,396
Scott LewisDistrict CoordinatorFT$125,034$76,362$201,396

Board Members and Trustees

NameTitle
Robert AlvaradoChair
Mark ScherschelCo-chair
Bob TornbergTrustee
Christian MoyerTrustee
Curtis KellyTrustee
Dan MccullochTrustee
Edward GableTrustee
Frank NunesTrustee
Guillermo MolinaTrustee
Howard VerrinderTrustee
Jacob AdiarteTrustee
John SytsmaTrustee
Kurtis FraileyTrustee
Mark De La TorreTrustee
Michael WaltonTrustee
Paul ParqueTrustee
Randy SanchezTrustee
Rick SolisTrustee
Sean HebardTrustee
Sid SlaterTrustee
Gene PriceSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Mcmorgan & CompanyInvestment ManagerONE FRONT STREET SUITE 500, San Francisco, CA 94111$234,193
Carpenter Funds Administrative Office OfAdministrator265 HEGENBERGER RD SUITE 100, Oakland, CA 94621$149,426
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$33,909,631
Investment Income
$-2,448,757
Other Revenue
$-222,667
Change in Net Assets
$15,175,695

Audited Revenue Reconciliation

Revenue per Audited Statements
$33,261,868
Revenue Not Reported on Financial Statements
$-2,023,661
Revenue Not Reported on Form 990
$-4,721,490
Other Revenue Adjustments
$-2,257,854
Total Revenue per Audited Statements
$28,540,378
Total Revenue per Form 990
$31,238,207
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,189,218
Other Expenses$4,860,751
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$6,657,105
Other Employee Benefits---$3,668,571
Office Expenses---$1,772,092
Depreciation Depletion---$626,272
Payroll Taxes---$618,747
Insurance---$573,126
Travel---$252,751
Current Officers, Directors, Trustees, and Key Employees---$244,795
Fees for Service Investment Mgmnt Fees---$234,193
Information Technology---$181,312
Fees for Services Management---$149,426
All Other Expenses---$134,975
Other Expenses---$112,096
Fees for Services Legal---$56,243
Fees for Services Accounting---$32,521
Conferences and Meetings---$15,374
Benefits to Members---$12,543
Advertising---$9,093
Total Functional Expenses$0$0$0$16,062,512

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$18,086,173
Total Expenses per Audited Statements$18,086,173
Total Expenses per Form 990$16,062,512
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-2,023,661
Other Expense Adjustments$-2,257,854
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
Other Liabilities$632,406
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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, the carpenter funds administrative office.”

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 B, Line 15A

“Compensation is reviewed based on industry comparisons.”

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.”

Form 990, Part VII, Line 1A

“Employer directors of the organization are employees of contributing employers that are considered related organizations under the definitions in schedule r. The related organizations are for-profit organizations, are not owned or controlled, directly or indirectly, by the organization or one or more related tax-exempt organizations, and do not provide management services for a fee to the organization. As such compensation paid by related organizations is not shown under the volunteer exception.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Gene Price
Title
Secretary
Phone
5106330333
Signed
2021-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gene Price
Formed
1963
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
21
Employees
105
Volunteers
21

Preparer

Firm
Eide Bailly Llp
Address
3130 CROW CANYON PL STE 300, SAN RAMON, CA 94583-1386
Preparer
Theresa Montgomery CPA
Phone
9254804000
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.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Rental expenses netted from rental income -2,257,854.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Rental expenses netted from rental income -2,257,854.”

Raw XML AppendixShowing 400 of 934 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/PersonNm27SID SLATER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR OF TRAINING
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRAINING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DISTRICT COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DISTRICT COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DISTRICT COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DISTRICT COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt28TRUSTEE
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IRS990/FSAuditedInd01
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt051371
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0180415213
IRS990/GrossReceiptsAmt0218237922
IRS990/GrossRentsGrp/RealAmt01996049
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IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt0181312
IRS990/InsuranceGrp/TotalAmt0573126
IRS990/InventoriesForSaleOrUseGrp/BOYAmt029144
IRS990/InventoriesForSaleOrUseGrp/EOYAmt040800
IRS990/InvestmentIncomeGrp/ExclusionAmt01826520
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01826520
IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt048222599
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IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04213042
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt067398979
IRS990/LandBldgEquipCostOrOtherBssAmt071612021
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0184741861
IRS990/LessRentalExpensesGrp/RealAmt02257854
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
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IRS990/MoreThan5000KToOrgInd00
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IRS990/OtherExpensesGrp/TotalAmt1181441
IRS990/OtherExpensesGrp/TotalAmt2150923
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IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$155,843,179
Liabilities
$706,561
Net assets
$155,136,618
Revenue
$31,238,207
Expenses
$16,062,512
Net income
$15,175,695
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