Civic Intelligence

United Brotherhood of Carpenters & Joiners of America Local Union 751

990 • Fiscal year 2014 • EIN 94-0370707

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 13, 2014

Organization Profilewww.carpenters751.org
1706 Corby Ave95407

(707) 545-5121

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Net Margin

52nd percentile

4.6%

Higher net margin than 52% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

22nd percentile

$10,547

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2014

Asset Growth

73rd percentile

12%

Faster asset growth than 73% of similar nonprofits.

2014 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$1,535,353

Up $166,325 (+12%) from 2013

Net Assets

Up

$1,534,899

Up $166,105 (+12%) from 2013

Liabilities

Up

$454

Up $220 (+94%) from 2013

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin52nd percentile

Revenue

$871,238

No earlier filing loaded for comparison.

Expenses

Up

$830,841

Up $22,987 (+2.8%) from 2013

Net Income

$40,397

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $1,176,605Liabilities 2012: $613Net Assets 2012: $1,175,9922012Assets 2013: $1,369,028Liabilities 2013: $234Net Assets 2013: $1,368,7942013Assets 2014: $1,535,353Liabilities 2014: $454Net Assets 2014: $1,534,8992014Assets 2015: $1,596,207Liabilities 2015: $515Net Assets 2015: $1,595,6922015Assets 2016: $1,676,719Liabilities 2016: $577Net Assets 2016: $1,676,1422016Assets 2017: $1,792,336Liabilities 2017: $664Net Assets 2017: $1,791,6722017Assets 2018: $1,960,399Liabilities 2018: $572Net Assets 2018: $1,959,8272018Assets 2019: $2,140,157Liabilities 2019: $1,087Net Assets 2019: $2,139,0702019Assets 2020: $2,758,007Liabilities 2020: $480Net Assets 2020: $2,757,5272020Assets 2021: $3,138,089Liabilities 2021: $202Net Assets 2021: $3,137,8872021Assets 2022: $2,729,037Liabilities 2022: $3,430Net Assets 2022: $2,725,6072022Assets 2023: $2,958,983Liabilities 2023: $180Net Assets 2023: $2,958,8032023Assets 2024: $2,848,442Liabilities 2024: $7,903Net Assets 2024: $2,840,5392024

Highlighted filing

2014

Assets$1,535,353
Liabilities$454
Net Assets$1,534,899
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2012: $760,9262012Expenses 2013: $807,8542013Revenue 2014: $871,238Expenses 2014: $830,841Net Income 2014: $40,3972014Revenue 2015: $749,759Expenses 2015: $645,723Net Income 2015: $104,0362015Revenue 2016: $832,843Expenses 2016: $667,790Net Income 2016: $165,0532016Revenue 2017: $771,539Expenses 2017: $784,317Net Income 2017: -$12,7782017Revenue 2018: $805,761Expenses 2018: $684,611Net Income 2018: $121,1502018Revenue 2019: $1,133,176Expenses 2019: $953,933Net Income 2019: $179,2432019Revenue 2020: $1,634,911Expenses 2020: $941,651Net Income 2020: $693,2602020Revenue 2021: $1,122,833Expenses 2021: $1,082,292Net Income 2021: $40,5412021Revenue 2022: $985,616Expenses 2022: $1,079,034Net Income 2022: -$93,4182022Revenue 2023: $1,223,771Expenses 2023: $1,176,401Net Income 2023: $47,3702023Revenue 2024: $1,211,413Expenses 2024: $1,570,427Net Income 2024: -$359,0142024

Highlighted filing

2014

Revenue$871,238
Expenses$830,841
Net Income$40,397
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 13, 2014
Return Version
2013v3.1
Gross Receipts
$1,241,443
Mission and Program Overview

Mission

To organize all workers for the economic, moral and social advancement of their condition and status.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$873,169$1,075,824▲ $202,655
Land, Buildings, and Equipment, Net$265,867$241,094▼ $24,773
Cash and Non-Interest-Bearing Accounts$180,571$172,121▼ $8,450
Investments Other Securities$49,421$0▼ $49,421
Savings and Temporary Cash Investments-$46,314-
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 Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,369,028$1,535,353▲ $166,325
Other Assets Total-$0-
Liabilities
Other Liabilities$234$454▲ $220
Total Liabilities$234$454▲ $220
Net Assets / Fund Balance
Unrestricted Net Assets$1,368,794$1,534,899▲ $166,105
Total Net Assets Fund Balance$1,368,794$1,534,899▲ $166,105
Total Liabilities and Net Assets / Fund Balance$1,369,028$1,535,353▲ $166,325

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$112,839$474,339$587,178
Leasehold Improvements$56,041$418,840$474,881
Equipment$38,490$113,743$152,233
Land$33,340-$33,340
Other Land Buildings$384$14,308$14,692
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Eric TorgusonRecording Secty-$10,547$10,547
Daniel McCullochTreasurerPT$4,637$4,637
Brandon SherronPresident-$1,794$1,794
Devin SherronTrustee-$1,765$1,765
Joshua JonesTrustee-$1,765$1,765
Victor MiBelliTrustee-$1,607$1,607
Juan PatinoWarden-$1,322$1,322
Dan MartinVice President-$1,272$1,272
Mariann T HasslerConductor-$850$850
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$669,313
Investment Income
$95,693
Other Revenue
$106,232
Change in Net Assets
$40,397

Audited Revenue Reconciliation

Revenue per Audited Statements
$871,238
Revenue Not Reported on Form 990
$142,167
Total Revenue per Audited Statements
$1,013,405
Total Revenue per Form 990
$871,238
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$663,907
Salaries, Compensation, and Employee Benefits$161,029
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$450,286
Other Salaries and Wages---$90,023
Occupancy---$69,408
Depreciation Depletion---$27,049
Current Officers, Directors, Trustees, and Key Employees---$25,559
Fees for Service Investment Mgmnt Fees---$21,763
Other Employee Benefits---$20,887
Fees for Services Accounting---$20,750
Office Expenses---$17,398
Payroll Taxes---$12,828
Pension Plan Contributions---$11,732
Travel---$7,655
All Other Expenses---$7,051
Other Expenses---$6,031
Benefits to Members---$5,905
Fees for Services Legal---$3,000
Advertising---$1,589
Insurance---$1,016
Payment Travel Entrtnmnt Publicly Ofcl---$829
Total Functional Expenses$0$0$0$830,841

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$847,304
Expenses per Audited Statements$830,841
Total Expenses per Form 990$830,841
Expenses Not Reported on Form 990$16,463
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
Lobbying 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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$454
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“The president and trustee are brothers.”

Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder

“The union has approximately 1300 members. There are several levels of membership including journeyman, apprentice, retiree, etc.”

Form 990, Part VI, Line 7A: How Members or Shareholders Elect Governing Body

“Members in good standing have the right to nominate and vote for officers who serve on the board.”

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

“The members of the local union elect approve labor agreements.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 is reviewed by the financial secty-treasurer and bookkeeper.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Potential conflicts are disclosed monthly.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Provided upon request.”

Filing and Contact Details

Filer

EIN
94-0370707
Phone
7075455121

Signing Officer

Name
Daniel McCulloch
Title
FIN'L SEC/TREASURER
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brandon Sherron
Formed
1940
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
23

Preparer

Preparer
Kelley P Bollinger
Phone
7075262624
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Rounding = $4”

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“RENTAL EXPENSES $16463”

Part XII, Line 2D: Other expenses and losses per audited F/S

“RENTAL EXPENSES $16463”

Raw XML AppendixShowing 400 of 427 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/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To organize all workers for the economic, moral and social advancement of their condition and status.
IRS990/AdvertisingGrp/TotalAmt01589
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt07051
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0false
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt05905
IRS990/BooksInCareOfDetail/PersonNm0Daniel McCulloch
IRS990/BooksInCareOfDetail/PhoneNum07075455121
IRS990/BooksInCareOfDetail/USAddress/AddressLine101706 Corby Ave
IRS990/BooksInCareOfDetail/USAddress/City0Santa Rosa
IRS990/BooksInCareOfDetail/USAddress/State0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode095407
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0180571
IRS990/CashNonInterestBearingGrp/EOYAmt0172121
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt025559
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt05905
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt095693
IRS990/CYOtherExpensesAmt0663907
IRS990/CYOtherRevenueAmt0106232
IRS990/CYProgramServiceRevenueAmt0669313
IRS990/CYRevenuesLessExpensesAmt040397
IRS990/CYSalariesCompEmpBnftPaidAmt0161029
IRS990/CYTotalExpensesAmt0830841
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0871238
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt027049
IRS990/Desc0Provided financial and administrative support for the collective bargaining unit and for the fringe benefit, job referral and training programs for members.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt023
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExcessBusinessHoldingsInd0false
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt020750
IRS990/FeesForServicesLegalGrp/TotalAmt03000
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt021763
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/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt77.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0Devin Sherron
IRS990/Form990PartVIISectionAGrp/PersonNm1Victor MiBelli
IRS990/Form990PartVIISectionAGrp/PersonNm2Brandon Sherron
IRS990/Form990PartVIISectionAGrp/PersonNm3Joshua Jones
IRS990/Form990PartVIISectionAGrp/PersonNm4Juan Patino
IRS990/Form990PartVIISectionAGrp/PersonNm5Dan Martin
IRS990/Form990PartVIISectionAGrp/PersonNm6Eric Torguson
IRS990/Form990PartVIISectionAGrp/PersonNm7Daniel McCulloch
IRS990/Form990PartVIISectionAGrp/PersonNm8Mariann T Hassler
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt01765
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11607
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21794
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31765
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt41322
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt51272
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt610547
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt74637
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8850
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Warden
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Recording Secty
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Conductor
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0false
IRS990/FormationYr01940
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt077132
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0430874
IRS990/GrossReceiptsAmt01241443
IRS990/GrossRentsGrp/RealAmt088552
IRS990/GroupExemptionNum00143
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt01016
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt018561
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt018561
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt049421
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0873169
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01075824
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01021230
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0265867
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0241094
IRS990/LandBldgEquipCostOrOtherBssAmt01262324
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0353742
IRS990/LessRentalExpensesGrp/RealAmt016463
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To organize all workers for the economic, moral and social advancement of their condition and status.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01368794
IRS990/NetAssetsOrFundBalancesEOYAmt01534899
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt077132
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt077132
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt072089
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt072089
IRS990/NetUnrlzdGainsLossesInvstAmt0125704
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt069408
IRS990/OfficeExpensesGrp/TotalAmt017398
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt04
IRS990/OtherEmployeeBenefitsGrp/TotalAmt020887
IRS990/OtherExpensesGrp/Desc0MEMBER EVENTS
IRS990/OtherExpensesGrp/Desc1Supplies for resale
IRS990/OtherExpensesGrp/Desc2Postage and Shipping
IRS990/OtherExpensesGrp/Desc3Bank charges
IRS990/OtherExpensesGrp/TotalAmt017123
IRS990/OtherExpensesGrp/TotalAmt16732
IRS990/OtherExpensesGrp/TotalAmt26227
IRS990/OtherExpensesGrp/TotalAmt36031
IRS990/OtherLiabilitiesGrp/BOYAmt0234
IRS990/OtherLiabilitiesGrp/EOYAmt0454
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REFUNDS, ET
IRS990/OtherRevenueMiscGrp/Desc1SALE OF PROMOTIONAL ITEMS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt031547
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12596
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt031547
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12596
IRS990/OtherRevenueTotalAmt034143
IRS990/OtherSalariesAndWagesGrp/TotalAmt090023
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt0450286
IRS990/PayrollTaxesGrp/TotalAmt012828
IRS990/PensionPlanContributionsGrp/TotalAmt011732
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Brandon Sherron
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0669313
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0669313
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt029742
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt04300
IRS990/PYInvestmentIncomeAmt065688
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt0829
IRS990/PYOtherExpensesAmt0628386
IRS990/PYOtherRevenueAmt073494
IRS990/PYProgramServiceRevenueAmt0770838
IRS990/PYRevenuesLessExpensesAmt0102166
IRS990/PYSalariesCompEmpBnftPaidAmt0145426
IRS990/PYTotalExpensesAmt0807854
IRS990/PYTotalRevenueAmt0910020
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt040397
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt072089
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt046314
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0112839
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0474339
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0587178
IRS990ScheduleD/EquipmentGrp/BookValueAmt038490
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0113743
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0152233
IRS990ScheduleD/ExpensesNotReportedAmt016463
IRS990ScheduleD/ExpensesSubtotalAmt0830841
IRS990ScheduleD/LandGrp/BookValueAmt033340
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt033340
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt056041
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0418840
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0474881
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0125704
IRS990ScheduleD/OtherExpensesIncludedAmt016463
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0384
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt014308
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt014692
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0454
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/OtherRevenueAmt016463
IRS990ScheduleD/RevenueNotReportedAmt0142167
IRS990ScheduleD/RevenueSubtotalAmt0871238
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0RENTAL EXPENSES $16463
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RENTAL EXPENSES $16463
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 2d: Other expenses and losses per audited F/S
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0241094
IRS990ScheduleD/TotalExpensesPerForm990Amt0830841
IRS990ScheduleD/TotalLiabilityAmt0454
IRS990ScheduleD/TotalRevenuePerForm990Amt0871238
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01013405
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0847304
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRESIDENT AND TRUSTEE ARE BROTHERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE UNION HAS APPROXIMATELY 1300 MEMBERS. THERE ARE SEVERAL LEVELS OF MEMBERSHIP INCLUDING JOURNEYMAN, APPRENTICE, RETIREE, ETC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS IN GOOD STANDING HAVE THE RIGHT TO NOMINATE AND VOTE FOR OFFICERS WHO SERVE ON THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE MEMBERS OF THE LOCAL UNION ELECT APPROVE LABOR AGREEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS REVIEWED BY THE FINANCIAL SECTY-TREASURER AND BOOKKEEPER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5POTENTIAL CONFLICTS ARE DISCLOSED MONTHLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Provided upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rounding = $4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01369028
IRS990/TotalAssetsEOYAmt01535353
IRS990/TotalAssetsGrp/BOYAmt01369028
IRS990/TotalAssetsGrp/EOYAmt01535353
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt023
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0830841
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0234
IRS990/TotalLiabilitiesEOYAmt0454
IRS990/TotalLiabilitiesGrp/BOYAmt0234
IRS990/TotalLiabilitiesGrp/EOYAmt0454
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01368794
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01534899
IRS990/TotalProgramServiceRevenueAmt0669313
IRS990/TotalReportableCompFromOrgAmt025559
IRS990/TotalRevenueGrp/ExclusionAmt0167782
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0703456
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0871238
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01369028
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01535353
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt07655
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01368794
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01534899
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101706 Corby Ave
IRS990/USAddress/City0Santa Rosa
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode095407
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.carpenters751.org
IRS990/WhistleblowerPolicyInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,535,353
Liabilities
$454
Net assets
$1,534,899
Revenue
$871,238
Expenses
$830,841
Net income
$40,397
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.85$0.01$2.84$1.21$1.57$0.36
2023Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$1.22$1.18$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.99$1.08$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$1.12$1.08$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$1.63$0.94$0.69
2019Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$1.13$0.95$0.18
2018Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.81$0.68$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.77$0.78$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.83$0.67$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.75$0.65$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.53$0.87$0.83$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.81
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.00$1.18$0.76