Civic Intelligence

Carpenters Contract Administration Trust Fund for Northern California

990EZ • Fiscal year 2014 • EIN 94-3031292

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 06, 2015

Organization Profilen/a
3095 Beacon BoulevardWest Sacramento, CA 95691

(916) 371-2422

Siviq Scores

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

Liabilities / Assets

87th percentile

0.35x

Higher debt load relative to assets than 87% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

93rd percentile

0.43x

Higher debt load relative to revenue than 93% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

14th percentile

-17%

Higher net margin than 14% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

9th percentile

-33%

Faster asset growth than 9% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

81st percentile

23%

Faster revenue growth than 81% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$152,570

Down $74,690 (-33%) from 2013

Net Assets

$99,919

No earlier filing loaded for comparison.

Liabilities

Down

$52,651

Down $53,350 (-50%) from 2013

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin14th percentile

Revenue

Up

$123,289

Up $23,230 (+23%) from 2013

Expenses

Up

$144,629

Up $43,281 (+43%) from 2013

Net Income

Down

-$21,340

Down $20,051 (-1556%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$300K$200K$100K$0-$100KAssets 2010: $169,284Liabilities 2010: $52,5002010Assets 2011: $199,368Liabilities 2011: $78,0682011Assets 2012: $221,290Liabilities 2012: $98,7422012Assets 2013: $227,260Liabilities 2013: $106,0012013Assets 2014: $152,570Liabilities 2014: $52,651Net Assets 2014: $99,9192014Assets 2015: $161,063Liabilities 2015: $54,604Net Assets 2015: $106,4592015Assets 2016: $86,670Liabilities 2016: $54,604Net Assets 2016: $32,0662016Assets 2017: $98,685Liabilities 2017: $60,340Net Assets 2017: $38,3452017Assets 2018: $112,733Liabilities 2018: $60,340Net Assets 2018: $52,3932018Assets 2019: $72,754Liabilities 2019: $57,236Net Assets 2019: $15,5182019Assets 2020: $48,870Liabilities 2020: $57,236Net Assets 2020: -$8,3662020Assets 2021: $89,634Liabilities 2021: $4,736Net Assets 2021: $84,8982021Assets 2022: $172,959Liabilities 2022: $89,445Net Assets 2022: $83,5142022Assets 2023: $262,678Liabilities 2023: $175,478Net Assets 2023: $87,2002023Assets 2024: $86,200Liabilities 2024: $1,100Net Assets 2024: $85,1002024

Highlighted filing

2014

Assets$152,570
Liabilities$52,651
Net Assets$99,919
Open 2014 Filing

Operations Trend

Revenue Growth81st percentile

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

$200K$100K$0-$100KRevenue 2010: $87,930Expenses 2010: $75,216Net Income 2010: $12,7142010Revenue 2011: $101,187Expenses 2011: $96,671Net Income 2011: $4,5162011Revenue 2012: $95,495Expenses 2012: $94,247Net Income 2012: $1,2482012Revenue 2013: $100,059Expenses 2013: $101,348Net Income 2013: -$1,2892013Revenue 2014: $123,289Expenses 2014: $144,629Net Income 2014: -$21,3402014Revenue 2015: $138,148Expenses 2015: $131,608Net Income 2015: $6,5402015Revenue 2016: $107,495Expenses 2016: $181,888Net Income 2016: -$74,3932016Revenue 2017: $123,167Expenses 2017: $116,888Net Income 2017: $6,2792017Revenue 2018: $116,161Expenses 2018: $102,113Net Income 2018: $14,0482018Revenue 2019: $97,294Expenses 2019: $134,169Net Income 2019: -$36,8752019Revenue 2020: $90,182Expenses 2020: $114,066Net Income 2020: -$23,8842020Revenue 2021: $93,999Expenses 2021: $735Net Income 2021: $93,2642021Revenue 2022: $86,219Expenses 2022: $87,603Net Income 2022: -$1,3842022Revenue 2023: $95,505Expenses 2023: $91,819Net Income 2023: $3,6862023Revenue 2024: $90,328Expenses 2024: $92,428Net Income 2024: -$2,1002024

Highlighted filing

2014

Revenue$123,289
Expenses$144,629
Net Income-$21,340
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 6, 2015
Return Version
2014v5.0
Gross Receipts
$123,289
Mission and Program Overview

Mission

The trust is formed for the purpose of administering and carrying out certain provisions of the related master labor agreement on behalf of member employers.

Program Services

DescriptionGrantsExpenses
The trust administered and carried out provisions of the related Master Labor Agreement on behalf of member employers. Services include arbitration and grievance procedures; training services; labor relations services and specialized support.--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM HOLSMANTrustee-$0--
Randy DouglasTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Carpenters Contract Administration Trust
EIN
94-3031292
Phone
9163712422
Address
3095 Beacon Boulevard, West Sacramento, CA 95691

Signing Officer

Name
Michael Navin
Title
CFO
Signed
2015-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Bfba Llp
Address
83 Scripps Drive Suite 210, Sacramento, CA 95825
Preparer
Patricia A Faith
Phone
9169240800
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $325”

Other Expenses.1

“PROGRAM EXPENSES $139074”

Other Expenses.2

“Labor Relations $2000”

Other Expenses.3

“Arbitration Fees $1880”

Other Assets.1005

“Accounts Receivable - Beginning $35704 Accounts Receivable - Ending $44975”

Total Liabilities.1

“DUE TO LABORERS - Beginning $52500 DUE TO LABORERS - Ending $52500”

Total Liabilities.2

“DUE to AGC - Beginning $53501 DUE to AGC - Ending $151”

Raw XML Appendix108 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHAEL NAVIN
IRS990EZ/BooksInCareOfDetail/PhoneNum09163712422
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03095 BEACON BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0West Sacramento
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095691
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0191556
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0107595
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-21340
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01350
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0227260
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0152570
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0123289
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0123289
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0121259
IRS990EZ/NetAssetsOrFundBalancesEOYAmt099919
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0121259
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt099919
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TOM HOLSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Randy Douglas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt035704
IRS990EZ/OtherAssetsTotalDetail/EOYAmt044975
IRS990EZ/OtherExpensesTotalAmt0143279
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The trust is formed for the purpose of administering and carrying out certain provisions of the related Master Labor Agreement on behalf of member employers.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The trust administered and carried out provisions of the related Master Labor Agreement on behalf of member employers. Services include arbitration and grievance procedures; training services; labor relations services and specialized support.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0106001
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt052651
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0144629
IRS990EZ/TotalRevenueAmt0123289
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0n/a
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $325
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PROGRAM EXPENSES $139074
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Labor Relations $2000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Arbitration Fees $1880
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Accounts Receivable - Beginning $35704 Accounts Receivable - Ending $44975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DUE TO LABORERS - Beginning $52500 DUE TO LABORERS - Ending $52500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DUE to AGC - Beginning $53501 DUE to AGC - Ending $151
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Total Liabilities.2
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Navin
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Carpenters Contract Administration Trust
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Fund for Northern California
ReturnHeader/Filer/BusinessNameControlTxt0CARP
ReturnHeader/Filer/EIN0943031292
ReturnHeader/Filer/PhoneNum09163712422
ReturnHeader/Filer/USAddress/AddressLine1Txt03095 Beacon Boulevard
ReturnHeader/Filer/USAddress/CityNm0West Sacramento
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095691
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BFBA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt083 Scripps Drive Suite 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Sacramento
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095825
ReturnHeader/PreparerPersonGrp/PhoneNum09169240800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Patricia A Faith
ReturnHeader/ReturnTs02015-11-06T07:57:26-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$152,570
Liabilities
$52,651
Net assets
$99,919
Revenue
$123,289
Expenses
$144,629
Net income
-$21,340
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.01$0.85$0.90$0.92$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.63$1.75$0.87$0.96$0.92$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.73$0.89$0.84$0.86$0.88$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.90$0.05$0.85$0.94$0.01$0.93
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.49$0.57$0.08$0.90$1.14$0.24
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.73$0.57$0.16$0.97$1.34$0.37
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.60$0.52$1.16$1.02$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.99$0.60$0.38$1.23$1.17$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.55$0.32$1.07$1.82$0.74
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.55$1.06$1.38$1.32$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.53$0.53$1.00$1.23$1.45$0.21
2013Summary only. Only limited summary data is available for this year.$2.27$1.06$1.00$1.01$0.01
2012Summary only. Only limited summary data is available for this year.$2.21$0.99$0.95$0.94$0.01
2011Summary only. Only limited summary data is available for this year.$1.99$0.78$1.01$0.97$0.05
2010Summary only. Only limited summary data is available for this year.$1.69$0.53$0.88$0.75$0.13