Civic Intelligence

Carpenters Contract Administration Trust Fund for Northern California

990EZ • Fiscal year 2022 • EIN 94-3031292

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 12, 2023

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

92nd percentile

0.52x

Higher debt load relative to assets than 92% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

97th percentile

1.04x

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Net Margin

41st percentile

-1.6%

Higher net margin than 41% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2022 filings • 501(c)6 • <$500k nonprofits • Source year 2022

Asset Growth

95th percentile

93%

Faster asset growth than 95% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

25th percentile

-8.3%

Faster revenue growth than 25% of similar nonprofits.

2022 filings • 501(c)6 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$172,959

Up $83,325 (+93%) from 2021

Net Assets

Down

$83,514

Down $1,384 (-1.6%) from 2021

Liabilities

Up

$89,445

Up $84,709 (+1789%) from 2021

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin41st percentile

Revenue

Down

$86,219

Down $7,780 (-8.3%) from 2021

Expenses

Up

$87,603

Up $86,868 (+11819%) from 2021

Net Income

Down

-$1,384

Down $94,648 (-101%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth95th 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

2022

Assets$172,959
Liabilities$89,445
Net Assets$83,514
Open 2022 Filing

Operations Trend

Revenue Growth25th 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

2022

Revenue$86,219
Expenses$87,603
Net Income-$1,384
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 12, 2023
Return Version
2022v5.0
Gross Receipts
$86,219
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 Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE MENCARINITrustee-$0--
PETER TATEISHITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Carpenters Contract Administration
EIN
94-3031292
Phone
9163712422
Address
3095 BEACON BOULEVARD, WEST SACRAMENTO, CA 95691

Signing Officer

Name
Peter Tateishi
Title
Trustee
Phone
9163712422
Signed
2023-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Gilbert Cpas
Address
2880 GATEWAY OAKS DR STE 100, SACRAMENTO, CA 95833
Preparer
Amanda H Williams
Phone
9166466464
Supplemental Narrative

Additional Explanations

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

“Description: financial overhead. Amount: 1,295. Description: intercompany expense. Amount: 84,708. Total to form 990-ez, line 16: 86,003.”

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

“Description: accounts receivable. Beg. Of year amount: 14,591. End of year amount: 15,923.”

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

“Description: accounts payable. Beg. Of year amount: 4,736. End of year amount: 4,736. Description: due to agc. Beg. Of year amount: 0. End of year amount: 84,709.”

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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOEL FRENCH
IRS990EZ/BooksInCareOfDetail/PhoneNum09163712422
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03095 BEACON BOULEVARD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST SACRAMENTO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd095691
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt075043
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0157036
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1384
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01600
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt089634
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0172959
IRS990EZ/GrossReceiptsAmt086219
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt084898
IRS990EZ/NetAssetsOrFundBalancesEOYAmt083514
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt084898
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt083514
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/PersonNm0MIKE MENCARINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PETER TATEISHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt014591
IRS990EZ/OtherAssetsTotalDetail/EOYAmt015923
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt086003
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/ProgramServiceRevenueAmt086219
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/BOYAmt04736
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt089445
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt087603
IRS990EZ/TotalRevenueAmt086219
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: FINANCIAL OVERHEAD. AMOUNT: 1,295. DESCRIPTION: INTERCOMPANY EXPENSE. AMOUNT: 84,708. TOTAL TO FORM 990-EZ, LINE 16: 86,003.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 14,591. END OF YEAR AMOUNT: 15,923.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 4,736. END OF YEAR AMOUNT: 4,736. DESCRIPTION: DUE TO AGC. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 84,709.
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/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER TATEISHI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09163712422
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARPENTERS CONTRACT ADMINISTRATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FUND 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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680037990
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GILBERT CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02880 GATEWAY OAKS DR STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SACRAMENTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd095833
ReturnHeader/PreparerPersonGrp/PhoneNum09166466464
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMANDA H WILLIAMS
ReturnHeader/ReturnTs02023-11-14T15:45:56-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PETER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0TATEISHI
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$172,959
Liabilities
$89,445
Net assets
$83,514
Revenue
$86,219
Expenses
$87,603
Net income
-$1,384
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