Civic Intelligence

Western States Carpenters Training Fund

990 • Fiscal year 2016 • EIN 95-2106266

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 06, 2017

Organization ProfileN/A

View Organization Page

533 South Fremont AvenueLos Angeles, CA 90071

(213) 386-8590

Siviq Scores

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

Liabilities / Assets

48th percentile

0.09x

Higher debt load relative to assets than 48% of similar nonprofits.

2016 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

44th percentile

0.11x

Higher debt load relative to revenue than 44% of similar nonprofits.

2016 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2016

Net Margin

23rd percentile

0.9%

Higher net margin than 23% of similar nonprofits.

2016 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

25th percentile

$195,348

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2016 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2016

Asset Growth

65th percentile

9.4%

Faster asset growth than 65% of similar nonprofits.

2016 filings • 501(c)5 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

41st percentile

3.1%

Faster revenue growth than 41% of similar nonprofits.

2016 filings • 501(c)5 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$37,991,572

Up $3,275,448 (+9.4%) from 2015

Net Assets

Up

$34,724,807

Up $873,843 (+2.6%) from 2015

Liabilities

Up

$3,266,765

Up $2,401,605 (+278%) from 2015

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin23rd percentile

Revenue

Up

$30,552,160

Up $920,091 (+3.1%) from 2015

Expenses

Up

$30,284,688

Up $1,991,869 (+7.0%) from 2015

Net Income

Down

$267,472

Down $1,071,778 (-80%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$200M$150M$100M$50M$0Assets 2010: $57,034,134Liabilities 2010: $828,567Net Assets 2010: $56,205,5672010Assets 2011: $56,184,509Liabilities 2011: $593,252Net Assets 2011: $55,591,2572011Assets 2012: $39,887,031Liabilities 2012: $916,666Net Assets 2012: $38,970,3652012Assets 2013: $34,394,471Liabilities 2013: $607,712Net Assets 2013: $33,786,7592013Assets 2014: $33,726,301Liabilities 2014: $788,877Net Assets 2014: $32,937,4242014Assets 2015: $34,716,124Liabilities 2015: $865,160Net Assets 2015: $33,850,9642015Assets 2016: $37,991,572Liabilities 2016: $3,266,765Net Assets 2016: $34,724,8072016Assets 2017: $37,823,372Liabilities 2017: $2,756,583Net Assets 2017: $35,066,7892017Assets 2018: $35,745,737Liabilities 2018: $1,731,757Net Assets 2018: $34,013,9802018Assets 2019: $41,052,093Liabilities 2019: $2,539,053Net Assets 2019: $38,513,0402019Assets 2020: $45,053,823Liabilities 2020: $2,675,196Net Assets 2020: $42,378,6272020Assets 2021: $45,866,437Liabilities 2021: $3,632,697Net Assets 2021: $42,233,7402021Assets 2022: $42,866,765Liabilities 2022: $5,346,806Net Assets 2022: $37,519,9592022Assets 2023: $59,973,234Liabilities 2023: $17,762,545Net Assets 2023: $42,210,6892023Assets 2024: $156,614,767Liabilities 2024: $15,308,968Net Assets 2024: $141,305,7992024

Highlighted filing

2016

Assets$37,991,572
Liabilities$3,266,765
Net Assets$34,724,807
Open 2016 Filing

Operations Trend

Revenue Growth41st percentile

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

$100M$50M$0-$50MExpenses 2010: $23,930,0232010Expenses 2011: $20,972,2692011Revenue 2012: $5,461,177Expenses 2012: $20,351,495Net Income 2012: -$14,890,3182012Revenue 2013: $14,453,056Expenses 2013: $19,838,284Net Income 2013: -$5,385,2282013Revenue 2014: $22,440,054Expenses 2014: $22,129,321Net Income 2014: $310,7332014Revenue 2015: $29,632,069Expenses 2015: $28,292,819Net Income 2015: $1,339,2502015Revenue 2016: $30,552,160Expenses 2016: $30,284,688Net Income 2016: $267,4722016Revenue 2017: $30,802,807Expenses 2017: $31,695,823Net Income 2017: -$893,0162017Revenue 2018: $32,924,468Expenses 2018: $33,237,125Net Income 2018: -$312,6572018Revenue 2019: $38,413,114Expenses 2019: $36,397,638Net Income 2019: $2,015,4762019Revenue 2020: $39,991,303Expenses 2020: $34,174,499Net Income 2020: $5,816,8042020Revenue 2021: $36,635,505Expenses 2021: $36,829,350Net Income 2021: -$193,8452021Revenue 2022: $39,183,245Expenses 2022: $39,721,667Net Income 2022: -$538,4222022Revenue 2023: $47,989,268Expenses 2023: $45,839,510Net Income 2023: $2,149,7582023Revenue 2024: $68,044,598Expenses 2024: $62,015,307Net Income 2024: $6,029,2912024

Highlighted filing

2016

Revenue$30,552,160
Expenses$30,284,688
Net Income$267,472
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$36,622,758
Mission and Program Overview

Mission

To provide apprenticeship training.

To provide education and training.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$21,106,185$22,211,933▲ $1,105,748
Cash and Non-Interest-Bearing Accounts$4,175,399$5,806,520▲ $1,631,121
Land, Buildings, and Equipment, Net$5,625,183$5,336,059▼ $289,124
Accounts Receivable$3,541,764$4,215,889▲ $674,125
Prepaid Expenses and Deferred Charges$103,402$118,933▲ $15,531
Inventories for Sale or Use$90,771$90,771→ $0
Total Assets$34,716,124$37,991,572▲ $3,275,448
Other Assets Total$73,420$211,467▲ $138,047
Liabilities
Accounts Payable and Accrued Expenses$865,160$3,266,765▲ $2,401,605
Total Liabilities$865,160$3,266,765▲ $2,401,605
Net Assets / Fund Balance
Unrestricted Net Assets$33,850,964$34,724,807▲ $873,843
Total Net Assets Fund Balance$33,850,964$34,724,807▲ $873,843
Total Liabilities and Net Assets / Fund Balance$34,716,124$37,991,572▲ $3,275,448

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,924,742$5,296,215$8,220,957
Equipment$1,098,810$3,421,303$4,520,113
Other Land Buildings$572,800$3,254,573$3,827,373
Land$739,707-$739,707
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patrick McginnTraining DirectorFT$172,295$23,053$195,348
Whitmore BobbieInstructorFT$113,480$32,679$146,159
Thompson Iii WilliamInstructorFT$119,060$23,405$142,465
Bonilla AlfredoInstructorFT$116,528$25,884$142,412
Najera ManuelInstructorFT$115,267$26,120$141,387
Carbajal CarlosInstructorFT$116,047$25,297$141,344

Board Members and Trustees

NameTitle
Calvin YoshidaTrustee
Curtis Conyers JrTrustee
Dan MacdonaldTrustee
Daniel LangfordTrustee
Douglas MccarronTrustee
Frank HawkTrustee
Gordon HubelTrustee
Harry BeggsTrustee
Jd HerronTrustee
Jim GleasonTrustee
Randy ThornhillTrustee
Raymond HughesTrustee
Richard HarrisTrustee
Richard L PozzoTrustee
Tom CatlinTrustee
Travis WinsorTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Premier Technology SolutionsComputer Network Expenses232 MADISON AVENUE, New York, NY 10016$508,501
Carpenters Southwest Administrative CorpAdministrative Services533 S FREMONT AVE, Los Angeles, CA 90071$379,661
Decarlo Shanley Attorneys At LawLegal Services533 S FREMONT AVE, Los Angeles, CA 90071$271,246
Williams & Connolly LLPLegal Services725 TWELFTH STREET NW, Washington, DC 20005-5901$219,718
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$29,964,472
Investment Income
$541,228
Other Revenue
$46,460
Change in Net Assets
$267,472

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,552,160
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$606,371
Total Revenue per Audited Statements
$31,158,531
Total Revenue per Form 990
$30,552,160
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$20,495,534
Salaries, Compensation, and Employee Benefits$9,789,154
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$9,233,549
Other Salaries and Wages---$6,936,012
Other Employee Benefits---$1,214,994
Depreciation Depletion---$1,084,224
Office Expenses---$1,061,468
Conferences and Meetings---$974,899
Pension Plan Contributions---$822,967
Travel---$694,033
Payroll Taxes---$619,833
Fees for Services Legal---$466,398
Insurance---$464,840
Other Expenses---$384,648
All Other Expenses---$380,306
Fees for Services Management---$379,661
Fees for Services Other---$346,191
Current Officers, Directors, Trustees, and Key Employees---$195,348
Fees for Services Accounting---$42,379
Total Functional Expenses$0$0$0$30,284,688

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$30,284,688
Total Expenses per Audited Statements$30,284,688
Total Expenses per Form 990$30,284,688
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
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
No

Governance Explanations

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

“Form 990 is reviewed by the executive administrator after approval of the audited financial statements by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“Organizational documents and financial information are available by appointment at the administrator's office.”

Filing and Contact Details

Filer

Filer Name
Southwest Carpenters Training Fund
EIN
95-2106266
Phone
2133868590
Address
533 SOUTH FREMONT AVENUE, LOS ANGELES, CA 90071

Signing Officer

Name
Sandra Maloney
Title
Exec. Administrator
Phone
2133868590
Signed
2017-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandra Maloney
Formed
1958
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
148
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Scott E Hallberg CPA
Phone
2023319880
Supplemental Narrative

Additional Explanations

FORM 990; PART XII; LINE 2 B & C

“The board of trustees approve the audited financial statments at their annual trustees' meeting. The annual auditors' engagements are approved by the board of trustees.”

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plan's assets is qualified pursuant to section 501(c)(5) of the internal revenue code (irc) and under section 23701(a) of the revenue and taxation code of the state of california as a tax exempt organization. The plan has obtained a favorable determination letter from the internal revenue service and the plan sponsor believes that the plan, as amended, continues to qualify and to operate in accordance with applicable provisions of the irc. Therefore, no provision for income taxes has been included in the plan's financial statements. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the taxing authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. At december 31, 2016, the plan is no longer subject to income tax examinations for years prior to the fiscal year ended december 31, 2013.”

Raw XML AppendixShowing 400 of 586 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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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19116047
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRAINING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21INSTRUCTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01958
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt027912
IRS990/GainOrLossGrp/SecuritiesAmt0-104944
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt036875
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05956691
IRS990/GrossReceiptsAmt036622758
IRS990/GrossRentsGrp/RealAmt046460
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt029
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt0464840
IRS990/InventoriesForSaleOrUseGrp/BOYAmt090771
IRS990/InventoriesForSaleOrUseGrp/EOYAmt090771
IRS990/InvestmentIncomeGrp/ExclusionAmt0618260
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0618260
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt021106185
IRS990/InvestmentsPubTradedSecGrp/EOYAmt022211933
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011972091
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05625183
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IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt08963
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IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE APPRENTICESHIP TRAINING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt033850964
IRS990/NetAssetsOrFundBalancesEOYAmt034724807
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-77032
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt046460
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt046460
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0606371
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt09233549
IRS990/OfficeExpensesGrp/TotalAmt01061468
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt073420
IRS990/OtherAssetsTotalGrp/EOYAmt0211467
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01214994
IRS990/OtherExpensesGrp/Desc0UBC NATIONAL FUNDS
IRS990/OtherExpensesGrp/Desc1MANIPULATIVE MATERIALS
IRS990/OtherExpensesGrp/Desc2JOURNEYMAN TRAINING
IRS990/OtherExpensesGrp/TotalAmt04333489
IRS990/OtherExpensesGrp/TotalAmt1649449
IRS990/OtherExpensesGrp/TotalAmt2384648
IRS990/OtherSalariesAndWagesGrp/TotalAmt06936012
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0619833
IRS990/PensionPlanContributionsGrp/TotalAmt0822967
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0103402
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0118933
IRS990/PrincipalOfficerNm0SANDRA MALONEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
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IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBTUIONS
IRS990/ProgramServiceRevenueGrp/Desc1COST AGREEMENT REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/Desc2TRAINING CENTER REIMBURSED EXPENS
IRS990/ProgramServiceRevenueGrp/Desc3LIQUIDATED DAMAGES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13493247
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23260996
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt334671
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13493247
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23260996
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt334671
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03832632
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IRS990/PYOtherRevenueAmt067636
IRS990/PYProgramServiceRevenueAmt025731801
IRS990/PYRevenuesLessExpensesAmt01339250
IRS990/PYSalariesCompEmpBnftPaidAmt010996740
IRS990/PYTotalExpensesAmt028292819
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt029632069
IRS990/ReconcilationRevenueExpnssAmt0267472
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IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt05296215
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt08220957
IRS990ScheduleD/EquipmentGrp/BookValueAmt01098810
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03421303
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IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0739707
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0739707
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0606371
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0572800
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03254573
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt03827373
IRS990ScheduleD/RevenueNotReportedAmt0606371
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt030552160
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE (IRC) AND UNDER SECTION 23701(A) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA AS A TAX EXEMPT ORGANIZATION. THE PLAN HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE AND THE PLAN SPONSOR BELIEVES THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE PLAN'S FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. AT DECEMBER 31, 2016, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED DECEMBER 31, 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05336059
IRS990ScheduleD/TotalExpensesPerForm990Amt030284688

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,991,572
Liabilities
$3,266,765
Net assets
$34,724,807
Revenue
$30,552,160
Expenses
$30,284,688
Net income
$267,472
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$157$15.3$141$68.0$62.0$6.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.0$17.8$42.2$48.0$45.8$2.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$42.9$5.35$37.5$39.2$39.7$0.54
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$45.9$3.63$42.2$36.6$36.8$0.19
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.1$2.68$42.4$40.0$34.2$5.82
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.1$2.54$38.5$38.4$36.4$2.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.7$1.73$34.0$32.9$33.2$0.31
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.8$2.76$35.1$30.8$31.7$0.89
2016Detailed filing. Detailed filing data is available for this year.$38.0$3.27$34.7$30.6$30.3$0.27
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.7$0.87$33.9$29.6$28.3$1.34
2014Detailed filing. Detailed filing data is available for this year.$33.7$0.79$32.9$22.4$22.1$0.31
2013Detailed filing. Detailed filing data is available for this year.$34.4$0.61$33.8$14.5$19.8$5.39
2012Summary only. Only limited summary data is available for this year.$39.9$0.92$39.0$5.46$20.4$14.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$56.2$0.59$55.6$21.0
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.0$0.83$56.2$23.9