Civic Intelligence

California Metal Trades

EIN 94-6065714 • 501(c)9 • San Francisco, CA

View Organization Page

Profile

To provide group health insurance to the employees of subscribing firms at group rates.

126 Stratford DriveSan Francisco, CA 94132

n/A

Siviq Scores

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

Liabilities / Assets

99th percentile

5.54x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

100th percentile

729.53x

Higher debt load relative to revenue than 100% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Net Margin

14th percentile

-5452%

Higher net margin than 14% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2024

Asset Growth

57th percentile

-28%

Faster asset growth than 57% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

-71%

Faster revenue growth than 36% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$53,160

Down $20,674 (-28%) from 2023

Liabilities

Flat

$294,730

Flat from 2023

Net Assets

Down

-$241,570

Down $20,674 (-9.4%) from 2023

Operations
Liabilities / Revenue100th percentileNet Margin14th percentile

Revenue

Down

$404

Down $1,002 (-71%) from 2023

Expenses

Down

$22,429

Down $126,542 (-85%) from 2023

Net Income

Up

-$22,025

Up $125,540 (+85%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$2.0M$1.0M$0-$1.0MAssets 2010: $1,849,700Liabilities 2010: $457,924Net Assets 2010: $1,391,7762010Assets 2011: $1,554,137Liabilities 2011: $459,250Net Assets 2011: $1,094,8872011Assets 2012: $1,364,502Liabilities 2012: $454,561Net Assets 2012: $909,9412012Assets 2013: $1,366,918Liabilities 2013: $801,547Net Assets 2013: $565,3712013Assets 2014: $1,423,587Liabilities 2014: $1,059,957Net Assets 2014: $363,6302014Assets 2015: $1,007,191Liabilities 2015: $344,036Net Assets 2015: $663,1552015Assets 2016: $827,946Liabilities 2016: $456,215Net Assets 2016: $371,7312016Assets 2017: $686,061Liabilities 2017: $534,945Net Assets 2017: $151,1162017Assets 2018: $726,866Liabilities 2018: $759,524Net Assets 2018: -$32,6582018Assets 2019: $747,156Liabilities 2019: $760,796Net Assets 2019: -$13,6402019Assets 2020: $717,675Liabilities 2020: $580,570Net Assets 2020: $137,1052020Assets 2021: $568,531Liabilities 2021: $542,331Net Assets 2021: $26,2002021Assets 2022: $468,310Liabilities 2022: $542,331Net Assets 2022: -$74,0212022Assets 2023: $73,834Liabilities 2023: $294,730Net Assets 2023: -$220,8962023Assets 2024: $53,160Liabilities 2024: $294,730Net Assets 2024: -$241,5702024

Highlighted filing

2024

Assets$53,160
Liabilities$294,730
Net Assets-$241,570
Open 2024 Filing

Operations Trend

Revenue Growth36th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $3,169,6102010Expenses 2011: $3,543,4102011Expenses 2012: $3,500,3782012Expenses 2013: $3,402,9982013Revenue 2014: $3,312,707Expenses 2014: $3,534,355Net Income 2014: -$221,6482014Revenue 2015: $3,120,828Expenses 2015: $2,800,356Net Income 2015: $320,4722015Revenue 2016: $2,809,738Expenses 2016: $2,811,455Net Income 2016: -$1,7172016Revenue 2017: $1,863,328Expenses 2017: $2,062,975Net Income 2017: -$199,6472017Revenue 2018: $1,863,727Expenses 2018: $2,042,025Net Income 2018: -$178,2982018Revenue 2019: $1,810,372Expenses 2019: $1,800,631Net Income 2019: $9,7412019Revenue 2020: $1,581,134Expenses 2020: $1,219,956Net Income 2020: $361,1782020Revenue 2021: $1,300,904Expenses 2021: $1,399,004Net Income 2021: -$98,1002021Revenue 2022: $301,043Expenses 2022: $382,111Net Income 2022: -$81,0682022Revenue 2023: $1,406Expenses 2023: $148,971Net Income 2023: -$147,5652023Revenue 2024: $404Expenses 2024: $22,429Net Income 2024: -$22,0252024

Highlighted filing

2024

Revenue$404
Expenses$22,429
Net Income-$22,025
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$53,160
Liabilities
$294,730
Net assets
-$241,570
Revenue
$404
Expenses
$22,429
Net income
-$22,025
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.05$0.29$0.24$0.00$0.02$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.07$0.29$0.22$0.00$0.15$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.47$0.54$0.07$0.30$0.38$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.57$0.54$0.03$1.30$1.40$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.58$0.14$1.58$1.22$0.36
2019Detailed filing. Detailed filing data is available for this year.$0.75$0.76$0.01$1.81$1.80$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.73$0.76$0.03$1.86$2.04$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.69$0.53$0.15$1.86$2.06$0.20
2016Detailed filing. Detailed filing data is available for this year.$0.83$0.46$0.37$2.81$2.81$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.01$0.34$0.66$3.12$2.80$0.32
2014Detailed filing. Detailed filing data is available for this year.$1.42$1.06$0.36$3.31$3.53$0.22
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.80$0.57$3.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.36$0.45$0.91$3.50
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.46$1.09$3.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.46$1.39$3.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 14, 2025
Return Version
2023v6.0
Gross Receipts
$404
Mission and Program Overview

Mission

To provide group health insurance to the employees of subscribing firms at group rates.

To provide group health insurance to members at group rates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$38,200$39,955▲ $1,755
Savings and Temporary Cash Investments$35,634$13,205▼ $22,429
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-220,896$-241,570▼ $20,674
Total Assets$73,834$53,160▼ $20,674
Liabilities
Other Liabilities$294,730$294,730→ $0
Total Liabilities$294,730$294,730→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$-220,896$-241,570▼ $20,674
Total Liabilities and Net Assets / Fund Balance$73,834$53,160▼ $20,674

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$39,955--
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Bob DathePresident
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$404
Other Revenue
$0
Change in Net Assets
$-22,025
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,429
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
Fees for Services Accounting-$17,100-$17,100
Fees for Services Legal-$3,861-$3,861
Office Expenses-$1,468-$1,468
Total Functional Expenses$0$22,429$0$22,429
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Liabilities$185,637
Subscribers Deposits$109,093
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“All of the administrative functions of the trust are carried out by california metal trades association, the founding organization. The trust pays an accounting and administrative fee for this service.”

Form 990, Part VI, Section A, Line 8B

“The board of trustees of the trust is small and it conducts all of the business of the trust. There are no sub-committees.”

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

“No review was conducted or will be conducted.”

Form 990, Part VI, Section C, Line 19

“The trust's form 990 is made available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
California Metal Trades
EIN
94-6065714
Phone
6505588384
Address
126 STRATFORD DRIVE, SAN FRANCISCO, CA 94132

Signing Officer

Name
Thomas a Dillon
Title
Managing Director
Phone
6505588384
Signed
2025-08-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas a Dillon
Formed
1949
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
1

Preparer

Firm
Sd Mayer & Associates Llp
Address
235 MONTGOMERY STREET 26TH FLOOR, SAN FRANCISCO, CA 94104
Preparer
W Noel Mcnabola
Phone
4156914040
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“Audit committee oversight - the board of trustees reviews the audit annually. There has been no change in this process over the past year. There was no audit conducted for the fye 9/30/24.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require trust management to evaluate tax positions taken by the trust and recognize a tax liability (or asset) if the trust has taken an uncertain position that more likely than not would not be sustained upon examination by internal revenue service. The trust administrator has analyzed the tax positions taken by the plan, and has concluded that as of september 30, 2024, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The trust believes it is no longer subject to income tax examinations for years prior to its fiscal year beginning october 1, 2018.”

Raw XML Appendix258 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE GROUP HEALTH INSURANCE TO MEMBERS AT GROUP RATES.
IRS990/AllAffiliatesIncludedInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CMTA (THOMAS A DILLON)
IRS990/BooksInCareOfDetail/PhoneNum06505588384
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0126 STRATFORD DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094132
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0404
IRS990/CYOtherExpensesAmt022429
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-22025
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt022429
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0404
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0HOSPITAL, HMO, MEDICAL, DENTAL, LIFE AND DEATH AND DISMEMBERMENT INSURANCE PREMIUMS PAID ON BEHALF OF MEMBER SUBSCRIBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt017100
IRS990/FeesForServicesAccountingGrp/TotalAmt017100
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03861
IRS990/FeesForServicesLegalGrp/TotalAmt03861
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt04.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0BOB DATHE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0404
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0404
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0404
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt038200
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt039955
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE GROUP HEALTH INSURANCE TO THE EMPLOYEES OF SUBSCRIBING FIRMS AT GROUP RATES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-220896
IRS990/NetAssetsOrFundBalancesEOYAmt0-241570
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01351
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01468
IRS990/OfficeExpensesGrp/TotalAmt01468
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt0294730
IRS990/OtherLiabilitiesGrp/EOYAmt0294730
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0THOMAS A DILLON
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01406
IRS990/PYOtherExpensesAmt0148971
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-147565
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0148971
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01406
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-22025
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-220896
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-241570
IRS990/SavingsAndTempCashInvstGrp/BOYAmt035634
IRS990/SavingsAndTempCashInvstGrp/EOYAmt013205
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0109093
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1185637
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SUBSCRIBERS DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER LIABILITIES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt039955
IRS990ScheduleD/OtherSecuritiesGrp/Desc0DODGE & COX INCOME FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE TRUST MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY INTERNAL REVENUE SERVICE. THE TRUST ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2024, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TRUST BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO ITS FISCAL YEAR BEGINNING OCTOBER 1, 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt039955
IRS990ScheduleD/TotalLiabilityAmt0294730
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL OF THE ADMINISTRATIVE FUNCTIONS OF THE TRUST ARE CARRIED OUT BY CALIFORNIA METAL TRADES ASSOCIATION, THE FOUNDING ORGANIZATION. THE TRUST PAYS AN ACCOUNTING AND ADMINISTRATIVE FEE FOR THIS SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES OF THE TRUST IS SMALL AND IT CONDUCTS ALL OF THE BUSINESS OF THE TRUST. THERE ARE NO SUB-COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS CONDUCTED OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST'S FORM 990 IS MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AUDIT COMMITTEE OVERSIGHT - THE BOARD OF TRUSTEES REVIEWS THE AUDIT ANNUALLY. THERE HAS BEEN NO CHANGE IN THIS PROCESS OVER THE PAST YEAR. THERE WAS NO AUDIT CONDUCTED FOR THE FYE 9/30/24.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt073834
IRS990/TotalAssetsEOYAmt053160
IRS990/TotalAssetsGrp/BOYAmt073834
IRS990/TotalAssetsGrp/EOYAmt053160
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022429
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt022429
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0294730
IRS990/TotalLiabilitiesEOYAmt0294730
IRS990/TotalLiabilitiesGrp/BOYAmt0294730
IRS990/TotalLiabilitiesGrp/EOYAmt0294730
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-220896
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-241570
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0404
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0404
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt01
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt073834
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt053160
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0126 STRATFORD DRIVE
IRS990/USAddress/CityNm0SAN FRANCISCO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094132
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS A DILLON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06505588384
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA METAL TRADES
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0946065714
ReturnHeader/Filer/PhoneNum06505588384
ReturnHeader/Filer/USAddress/AddressLine1Txt0126 STRATFORD DRIVE
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094132
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461171913
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SD MAYER & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0235 MONTGOMERY STREET 26TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094104
ReturnHeader/PreparerPersonGrp/PhoneNum04156914040
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0W NOEL MCNABOLA
ReturnHeader/ReturnTs02025-08-14T15:44:10-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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