Civic Intelligence

Builders Industry Promotion Trust Fund

EIN 94-3156951 • 501(c)6 • Walnut Creek, CA

Profile

INDUSTRY LABOR RELATIONS

2175 N California Blvd 420Walnut Creek, CA 94596

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

51st percentile

1.1%

Higher net margin than 51% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

90th percentile

43%

Faster asset growth than 90% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

-7.3%

Faster revenue growth than 39% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$17,016

Up $5,089 (+43%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$17,016

Up $5,089 (+43%) from 2023

Operations
Liabilities / Revenue51st percentileNet Margin51st percentile

Revenue

Down

$448,119

Down $35,308 (-7.3%) from 2023

Expenses

Down

$443,030

Down $38,691 (-8.0%) from 2023

Net Income

Up

$5,089

Up $3,383 (+198%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2010: $1,290,686Liabilities 2010: $0Net Assets 2010: $1,290,6862010Assets 2011: $699,043Liabilities 2011: $0Net Assets 2011: $699,0432011Assets 2012: $265,245Liabilities 2012: $0Net Assets 2012: $265,2452012Assets 2013: $5,971Liabilities 2013: $0Net Assets 2013: $5,9712013Assets 2014: $7,760Liabilities 2014: $0Net Assets 2014: $7,7602014Assets 2015: $8,238Liabilities 2015: $0Net Assets 2015: $8,2382015Assets 2016: $8,955Liabilities 2016: $0Net Assets 2016: $8,9552016Assets 2017: $9,358Liabilities 2017: $0Net Assets 2017: $9,3582017Assets 2018: $9,597Liabilities 2018: $0Net Assets 2018: $9,5972018Assets 2019: $9,703Liabilities 2019: $0Net Assets 2019: $9,7032019Assets 2020: $9,909Liabilities 2020: $0Net Assets 2020: $9,9092020Assets 2021: $10,016Liabilities 2021: $0Net Assets 2021: $10,0162021Assets 2022: $10,221Liabilities 2022: $0Net Assets 2022: $10,2212022Assets 2023: $11,927Liabilities 2023: $0Net Assets 2023: $11,9272023Assets 2024: $17,016Liabilities 2024: $0Net Assets 2024: $17,0162024

Highlighted filing

2024

Assets$17,016
Liabilities$0
Net Assets$17,016
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2010: $360,210Expenses 2010: $642,795Net Income 2010: -$282,5852010Expenses 2011: $949,8082011Expenses 2012: $872,8062012Revenue 2013: $394,359Expenses 2013: $643,399Net Income 2013: -$249,0402013Revenue 2014: $363,749Expenses 2014: $361,960Net Income 2014: $1,7892014Revenue 2015: $405,658Expenses 2015: $405,180Net Income 2015: $4782015Revenue 2016: $476,402Expenses 2016: $475,685Net Income 2016: $7172016Revenue 2017: $525,598Expenses 2017: $525,195Net Income 2017: $4032017Revenue 2018: $603,934Expenses 2018: $603,695Net Income 2018: $2392018Revenue 2019: $592,207Expenses 2019: $592,102Net Income 2019: $1052019Revenue 2020: $520,421Expenses 2020: $520,215Net Income 2020: $2062020Revenue 2021: $477,255Expenses 2021: $477,148Net Income 2021: $1072021Revenue 2022: $475,998Expenses 2022: $475,793Net Income 2022: $2052022Revenue 2023: $483,427Expenses 2023: $481,721Net Income 2023: $1,7062023Revenue 2024: $448,119Expenses 2024: $443,030Net Income 2024: $5,0892024

Highlighted filing

2024

Revenue$448,119
Expenses$443,030
Net Income$5,089
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,016
Liabilities
$0
Net assets
$17,016
Revenue
$448,119
Expenses
$443,030
Net income
$5,089
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.45$0.44$0.01
2023Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.48$0.48$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.48$0.48$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.48$0.48$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.52$0.52$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.59$0.59$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.60$0.60$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.53$0.53$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.48$0.48$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.41$0.41$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.36$0.36$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.39$0.64$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.27$0.00$0.27$0.87
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.00$0.70$0.95
2010Summary only. Only limited summary data is available for this year.$1.29$0.00$1.29$0.36$0.64$0.28
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Gross Receipts
$448,119
Mission and Program Overview

Mission

INDUSTRY LABOR RELATIONS

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$11,927$17,016▲ $5,089
Rtn Earn Endowment Incm Other Fnds$11,927$17,016▲ $5,089
Cash and Non-Interest-Bearing Accounts-$0-
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 Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$11,927$17,016▲ $5,089
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,927$17,016▲ $5,089
Total Liabilities and Net Assets / Fund Balance$11,927$17,016▲ $5,089
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Gerald OveraaTrustee
Lawrence NibbiTrustee
Michael WaltonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$448,059
Investment Income
$60
Other Revenue
$0
Change in Net Assets
$5,089

Audited Revenue Reconciliation

Revenue per Audited Statements
$448,119
Total Revenue per Audited Statements
$448,119
Total Revenue per Form 990
$448,119
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$443,030
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$439,000--$439,000
Fees for Services Accounting-$3,390-$3,390
Other Expenses-$640-$640
Total Functional Expenses$439,000$4,030$0$443,030

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$443,030
Total Expenses per Audited Statements$443,030
Total Expenses per Form 990$443,030
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is not automatically provided to all members of the governing body, but is reviewed by a trustee with the cpa before filing, and is thereafter available for other trustees.”

Form 990, Part VI, Section B, Line 12C

“New trustees would be advised of the policy before taking officeexisting trustees are required to disclose any potential conflicts of interest and such trustees (if any) shall not participate in the final deliberation or discussion regarding the matter under consideration.the conflict of interest statement is reviewed annually.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Builders Industry Promotion Trust Fund
EIN
94-3156951
Phone
9259308184
Address
2175 N CALIFORNIA BLVD 420, WALNUT CREEK, CA 94596

Signing Officer

Name
Michael Walton
Title
Trustee
Signed
2025-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
DR Watts Accountancy Corp
Address
1018 Live Oak Blvd Suite G, Yuba City, CA 95991
Preparer
Diane Watts CPA
Phone
5306921259
Supplemental Narrative

Additional Explanations

Statement Note 1

“Part 1 Line 16 - Payments to affiliates. PART V LINE 2 (1)The Construction Employers Association is both Trustor and Institutional Trustee ofthe Builders Industry Promotion Trust.Section 1.2 of the Trust Declaration (Purpose) reads as follows;This trust is created for the purpose of establishing a fund to beused to pay all expenses relating directly or indirectly to themaintenance and administration of the operation of the CEA and itsstaff, and to initiate, sponsor, and carry out plans, policies andactivities in the field of labor relations and building industryprograms that tend to further the advancement of the buildingconstruction industry.”

Raw XML AppendixShowing 400 of 459 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS NOT AUTOMATICALLY PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY, BUT IS REVIEWED BY A TRUSTEE WITH THE CPA BEFORE FILING, AND IS THEREAFTER AVAILABLE FOR OTHER TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NEW TRUSTEES WOULD BE ADVISED OF THE POLICY BEFORE TAKING OFFICEEXISTING TRUSTEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AND SUCH TRUSTEES (IF ANY) SHALL NOT PARTICIPATE IN THE FINAL DELIBERATION OR DISCUSSION REGARDING THE MATTER UNDER CONSIDERATION.THE CONFLICT OF INTEREST STATEMENT IS REVIEWED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Part 1 Line 16 - Payments to affiliates. PART V LINE 2 (1)The Construction Employers Association is both Trustor and Institutional Trustee ofthe Builders Industry Promotion Trust.Section 1.2 of the Trust Declaration (Purpose) reads as follows;This trust is created for the purpose of establishing a fund to beused to pay all expenses relating directly or indirectly to themaintenance and administration of the operation of the CEA and itsstaff, and to initiate, sponsor, and carry out plans, policies andactivities in the field of labor relations and building industryprograms that tend to further the advancement of the buildingconstruction industry.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Statement Note 1
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt12SOCA ENVIRONMENTAL CONTRACTORS IPT
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5INDUSTRY LABOR RELATIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt6MAINT COLLECTIVE BARGAINING AGREEMENTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt7PROMOTE UNION CONSTRUCTION IN CALIFORNIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt8CONTRACTOR REPRESENTATION ENVIRONMENTAL RELATED ISSUES
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt12COLLECTIVE BARGAINING AGREEMENTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02175 N CALIFORNIA BLVD SUITE 420
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