Civic Intelligence

Asbestos Workers Joint Apprenticeship Fund

990 • Fiscal year 2017 • EIN 95-2222341

Apr 01, 2016 to Mar 31, 2017 • Filed on Jan 26, 2018

Organization Profilen/a
3833 Ebony StOntario, CA 91761

(626) 334-6884

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.05x

Higher debt load relative to assets than 72% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

68th percentile

0.04x

Higher debt load relative to revenue than 68% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Net Margin

22nd percentile

-3.5%

Higher net margin than 22% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

91st percentile

$153,709

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 18.2% of source-year revenue.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Asset Growth

23rd percentile

-2.6%

Faster asset growth than 23% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-16%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$709,567

Down $19,124 (-2.6%) from 2016

Net Assets

Down

$674,183

Down $29,171 (-4.1%) from 2016

Liabilities

Up

$35,384

Up $10,047 (+40%) from 2016

Revenue And Expenses
Liabilities / Revenue68th percentileNet Margin22nd percentile

Revenue

Down

$843,244

Down $165,697 (-16%) from 2016

Expenses

Down

$872,415

Down $21,240 (-2.4%) from 2016

Net Income

Down

-$29,171

Down $144,457 (-125%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $107,093Liabilities 2010: $23,880Net Assets 2010: $83,2132010Assets 2011: $53,189Liabilities 2011: $18,013Net Assets 2011: $35,1762011Assets 2012: $126,846Liabilities 2012: $17,186Net Assets 2012: $109,6602012Assets 2013: $348,968Liabilities 2013: $51,997Net Assets 2013: $296,9712013Assets 2014: $537,966Liabilities 2014: $67,522Net Assets 2014: $470,4442014Assets 2015: $603,192Liabilities 2015: $15,124Net Assets 2015: $588,0682015Assets 2016: $728,691Liabilities 2016: $25,337Net Assets 2016: $703,3542016Assets 2017: $709,567Liabilities 2017: $35,384Net Assets 2017: $674,1832017Assets 2018: $798,006Liabilities 2018: $45,410Net Assets 2018: $752,5962018Assets 2019: $966,239Liabilities 2019: $72,579Net Assets 2019: $893,6602019Assets 2020: $1,884,511Liabilities 2020: $49,624Net Assets 2020: $1,834,8872020Assets 2021: $2,230,387Liabilities 2021: $47,163Net Assets 2021: $2,183,2242021Assets 2022: $2,535,710Liabilities 2022: $60,356Net Assets 2022: $2,475,3542022Assets 2023: $3,416,962Liabilities 2023: $98,502Net Assets 2023: $3,318,4602023Assets 2024: $4,452,437Liabilities 2024: $156,609Net Assets 2024: $4,295,8282024Assets 2025: $4,743,885Liabilities 2025: $227,685Net Assets 2025: $4,516,2002025

Highlighted filing

2017

Assets$709,567
Liabilities$35,384
Net Assets$674,183
Open 2017 Filing

Operations Trend

Revenue Growth8th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $437,1292010Expenses 2011: $328,9002011Expenses 2012: $592,9812012Revenue 2013: $906,625Expenses 2013: $675,218Net Income 2013: $231,4072013Revenue 2014: $1,046,283Expenses 2014: $872,810Net Income 2014: $173,4732014Revenue 2015: $915,781Expenses 2015: $798,157Net Income 2015: $117,6242015Revenue 2016: $1,008,941Expenses 2016: $893,655Net Income 2016: $115,2862016Revenue 2017: $843,244Expenses 2017: $872,415Net Income 2017: -$29,1712017Revenue 2018: $1,253,520Expenses 2018: $1,175,107Net Income 2018: $78,4132018Revenue 2019: $1,517,695Expenses 2019: $1,376,631Net Income 2019: $141,0642019Revenue 2020: $2,276,431Expenses 2020: $1,335,204Net Income 2020: $941,2272020Revenue 2021: $1,538,894Expenses 2021: $1,190,557Net Income 2021: $348,3372021Revenue 2022: $1,694,011Expenses 2022: $1,401,881Net Income 2022: $292,1302022Revenue 2023: $2,443,957Expenses 2023: $1,591,972Net Income 2023: $851,9852023Revenue 2024: $2,613,283Expenses 2024: $1,647,439Net Income 2024: $965,8442024Revenue 2025: $2,713,900Expenses 2025: $2,491,751Net Income 2025: $222,1492025

Highlighted filing

2017

Revenue$843,244
Expenses$872,415
Net Income-$29,171
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Jan 26, 2018
Return Version
2016v3.1
Gross Receipts
$843,244
Mission and Program Overview

Mission

To provide training, retraining and related classroom instruction to the asbestos workers in the skills and techniques necessary for the performance of their work.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$703,354$674,183▼ $29,171
Cash and Non-Interest-Bearing Accounts$326,035$328,573▲ $2,538
Savings and Temporary Cash Investments$276,415$284,321▲ $7,906
Accounts Receivable$69,863$63,171▼ $6,692
Land, Buildings, and Equipment, Net$44,686$30,785▼ $13,901
Prepaid Expenses and Deferred Charges$11,692$2,717▼ $8,975
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$728,691$709,567▼ $19,124
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$20,490$28,138▲ $7,648
Other Liabilities$4,847$7,246▲ $2,399
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$25,337$35,384▲ $10,047
Net Assets / Fund Balance
Total Net Assets Fund Balance$703,354$674,183▼ $29,171
Total Liabilities and Net Assets / Fund Balance$728,691$709,567▼ $19,124

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$21,885$38,817$60,702
Other Land Buildings$3,776$35,715$39,491
Leasehold Improvements$5,124$4,547$9,671
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tony MagallanesAdministrator & Trng DirectorFT$108,195$35,298$143,493
Mike PattersonChairman/trustee--$142,137$142,137
David NixTrustee--$141,942$141,942

Board Members and Trustees

NameTitle
Tom GutierrezChairman - Past
Darren SalcidoTrustee
Fredi FloresTrustee
Luis CuevasTrustee
Ray HernandezTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$583,427
Investment Income
$131
Other Revenue
$259,686
Change in Net Assets
$-29,171

Audited Revenue Reconciliation

Revenue per Audited Statements
$843,244
Total Revenue per Audited Statements
$843,244
Total Revenue per Form 990
$843,244
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$534,801
Other Expenses$337,614
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$297,772
Current Officers, Directors, Trustees, and Key Employees---$108,160
Other Employee Benefits---$51,739
Payments to Affiliates---$44,712
Occupancy---$42,420
Pension Plan Contributions---$39,668
Payroll Taxes---$37,462
Travel---$31,087
Insurance---$20,402
Fees for Services Legal---$19,192
Depreciation Depletion---$15,401
Fees for Services Accounting---$14,000
All Other Expenses---$10,492
Office Expenses---$7,597
Other Expenses---$3,430
Advertising---$3,022
Fees for Services Other---$2,800
Total Functional Expenses$0$0$0$872,415

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$872,415
Total Expenses per Audited Statements$872,415
Total Expenses per Form 990$872,415
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Allied Workers Lo Union No. 5$7,246
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, QUESTION 11B:

“FORM 990 WAS DISTRIBUTED TO THE RESPONSIBLE TRUST ADMINISTRATOR AND WAS REVIEWED BEFORE IT WAS FILED. Part VI, LINE 12C: TRUSTEES ARE REQUIRED TO NOTIFY THE TRUST OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICT. PART VI, LINES 15A AND 15B: THE BOARD OF TRUSTEES DO NOT RECEIVE COMPENSATION. THE TRUST DOES NOT HAVE OTHER OFFICERS OR "KEY EMPLOYEES", AS DEFINED. PART VI, LINE 19: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE TRUST OFFICE AND ARE AVAILABLE UPON WRITTEN REQUEST. PART VII - EFFECTIVE JANUARY 2017, MIKE PATTERSON WAS ELECTED TO CHAIRMAN POSITION.”

Filing and Contact Details

Filer

Filer Name
Asbestos Workers Joint Apprenticeship Fund
EIN
95-2222341
In Care Of
% TONY MAGALLANES
Phone
6263346884
Address
3833 EBONY ST, ONTARIO, CA 91761

Signing Officer

Name
Tony Magallanes
Title
administrator
Phone
6263346884
Signed
2018-01-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tony Magallanes
Formed
1962
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
4
Employees
13
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Kami B Cohen
Phone
8187692010
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Trust and recognize a tax liability if the Trust has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990/OtherExpensesGrp/Desc1WS MASTER APP COMP
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IRS990/OtherRevenueMiscGrp/Desc0APPRENTICESHIP PROGRAM REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/Desc1APPRENTICESHIP PROGRAM GRANTS
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02717
IRS990/PrincipalOfficerNm0Tony Magallanes
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherRevenueAmt0376222
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IRS990/PYRevenuesLessExpensesAmt0115286
IRS990/PYSalariesCompEmpBnftPaidAmt0484996
IRS990/PYTotalExpensesAmt0893655
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IRS990/PYTotalRevenueAmt01008941
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
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IRS990/ReconcilationRevenueExpnssAmt0-29171
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0703354
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0674183
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0276415
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0284321
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt021885
IRS990ScheduleD/EquipmentGrp/DepreciationAmt038817
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt060702
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IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03776
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IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt039491
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt07246
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ALLIED WORKERS LO UNION NO. 5
IRS990ScheduleD/RevenueSubtotalAmt0843244
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Trust and recognize a tax liability if the Trust has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt0872415
IRS990ScheduleD/TotalLiabilityAmt07246
IRS990ScheduleD/TotalRevenuePerForm990Amt0843244
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0872415
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt039486
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt018798
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TOM GUTIERREZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIRMAN - PAST
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS DISTRIBUTED TO THE RESPONSIBLE TRUST ADMINISTRATOR AND WAS REVIEWED BEFORE IT WAS FILED. Part VI, LINE 12C: TRUSTEES ARE REQUIRED TO NOTIFY THE TRUST OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICT. PART VI, LINES 15A AND 15B: THE BOARD OF TRUSTEES DO NOT RECEIVE COMPENSATION. THE TRUST DOES NOT HAVE OTHER OFFICERS OR "KEY EMPLOYEES", AS DEFINED. PART VI, LINE 19: GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE TRUST OFFICE AND ARE AVAILABLE UPON WRITTEN REQUEST. PART VII - EFFECTIVE JANUARY 2017, MIKE PATTERSON WAS ELECTED TO CHAIRMAN POSITION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, QUESTION 11B:
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0H&F INSULATORS & ALLIED WORKERS NO 5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0950866519
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
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IRS990/SchoolOperatingInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0872415
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt035384
IRS990/TotalLiabilitiesGrp/BOYAmt025337
IRS990/TotalLiabilitiesGrp/EOYAmt035384

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$709,567
Liabilities
$35,384
Net assets
$674,183
Revenue
$843,244
Expenses
$872,415
Net income
-$29,171
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.74$0.23$4.52$2.71$2.49$0.22
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.45$0.16$4.30$2.61$1.65$0.97
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$0.10$3.32$2.44$1.59$0.85
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.06$2.48$1.69$1.40$0.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.05$2.18$1.54$1.19$0.35
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.05$1.83$2.28$1.34$0.94
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.07$0.89$1.52$1.38$0.14
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.80$0.05$0.75$1.25$1.18$0.08
2017Detailed filing. Detailed filing data is available for this year.$0.71$0.04$0.67$0.84$0.87$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.73$0.03$0.70$1.01$0.89$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.02$0.59$0.92$0.80$0.12
2014Summary only. Only limited summary data is available for this year.$0.54$0.07$0.47$1.05$0.87$0.17
2013Summary only. Only limited summary data is available for this year.$0.35$0.05$0.30$0.91$0.68$0.23
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.02$0.11$0.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.05$0.02$0.04$0.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.02$0.08$0.44