Civic Intelligence

Carpenters Contract Administration Trust Fund for Northern California

990EZ • Fiscal year 2020 • EIN 94-3031292

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 05, 2021

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

97th percentile

1.17x

Higher debt load relative to assets than 97% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

93rd percentile

0.63x

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

18th percentile

-26%

Higher net margin than 18% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

11th percentile

-33%

Faster asset growth than 11% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

67th percentile

-7.3%

Faster revenue growth than 67% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets97th percentile

Assets

Down

$48,870

Down $23,884 (-33%) from 2019

Net Assets

Down

-$8,366

Down $23,884 (-154%) from 2019

Liabilities

Flat

$57,236

Flat from 2019

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin18th percentile

Revenue

Down

$90,182

Down $7,112 (-7.3%) from 2019

Expenses

Down

$114,066

Down $20,103 (-15%) from 2019

Net Income

Up

-$23,884

Up $12,991 (+35%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2020

Assets$48,870
Liabilities$57,236
Net Assets-$8,366
Open 2020 Filing

Operations Trend

Revenue Growth67th 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

2020

Revenue$90,182
Expenses$114,066
Net Income-$23,884
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 5, 2021
Return Version
2020v4.1
Gross Receipts
$90,182
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.$0$0
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDY DOUGLASTrustee-$0--
PETER TATEISHITrustee-$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
Peter Tateishi
Title
Trustee
Phone
9163712422
Signed
2021-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Bfba Llp
Address
83 SCRIPPS DRIVE STE 210, SACRAMENTO, CA 95825
Preparer
Patricia Faith
Phone
9169240800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: filing fee. Amount: 10. Description: program expenses. Amount: 112,556. Description: arbitration fee. Amount: 800. Total to form 990-ez, line 16: 113,366.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: accounts receivable. Beg. Of year amount: 38,537. End of year amount: 14,713.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: due to laborers. Beg. Of year amount: 52,500. End of year amount: 52,500. Description: accounts payable. Beg. Of year amount: 4,736. End of year amount: 4,736.”

Raw XML Appendix106 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOEL FRENCH
IRS990EZ/BooksInCareOfDetail/PhoneNum09163712422
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03095 BEACON BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095691
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034217
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt034157
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-23884
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0700
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072754
IRS990EZ/Form990TotalAssetsGrp/EOYAmt048870
IRS990EZ/GrossReceiptsAmt090182
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt015518
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-8366
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt015518
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-8366
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RANDY DOUGLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PETER TATEISHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt038537
IRS990EZ/OtherAssetsTotalDetail/EOYAmt014713
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt0113366
IRS990EZ/PoliticalCampaignActyInd00
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/ProgramServiceRevenueAmt090182
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/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt057236
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt057236
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0114066
IRS990EZ/TotalRevenueAmt090182
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: FILING FEE. AMOUNT: 10. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 112,556. DESCRIPTION: ARBITRATION FEE. AMOUNT: 800. TOTAL TO FORM 990-EZ, LINE 16: 113,366.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 38,537. END OF YEAR AMOUNT: 14,713.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: DUE TO LABORERS. BEG. OF YEAR AMOUNT: 52,500. END OF YEAR AMOUNT: 52,500. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 4,736. END OF YEAR AMOUNT: 4,736.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER TATEISHI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09163712422
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-05
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/PreparerFirmEIN0680000424
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BFBA LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt083 SCRIPPS DRIVE STE 210
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095825
ReturnHeader/PreparerPersonGrp/PhoneNum09169240800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICIA FAITH
ReturnHeader/ReturnTs02021-08-05T18:01:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PETER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TATEISHI
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$48,870
Liabilities
$57,236
Net assets
-$8,366
Revenue
$90,182
Expenses
$114,066
Net income
-$23,884
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
2020Detailed filing. Detailed filing data is available for this year.$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