Civic Intelligence

Asbestos Workers Joint Apprenticeship Fund

990 • Fiscal year 2018 • EIN 95-2222341

Apr 01, 2017 to Mar 31, 2018 • Filed on Jan 21, 2019

Organization Profilewww.awlocal5.com
3833 Ebony StOntario, CA 91761

(909) 390-7002

Siviq Scores

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

Liabilities / Assets

67th percentile

0.06x

Higher debt load relative to assets than 67% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

57th percentile

0.04x

Higher debt load relative to revenue than 57% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Net Margin

53rd percentile

6.3%

Higher net margin than 53% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

77th percentile

$170,488

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 13.6% of source-year revenue.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2018

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

49%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$798,006

Up $88,439 (+12%) from 2017

Net Assets

Up

$752,596

Up $78,413 (+12%) from 2017

Liabilities

Up

$45,410

Up $10,026 (+28%) from 2017

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin53rd percentile

Revenue

Up

$1,253,520

Up $410,276 (+49%) from 2017

Expenses

Up

$1,175,107

Up $302,692 (+35%) from 2017

Net Income

Up

$78,413

Up $107,584 (+369%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2018

Assets$798,006
Liabilities$45,410
Net Assets$752,596
Open 2018 Filing

Operations Trend

Revenue Growth96th 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

2018

Revenue$1,253,520
Expenses$1,175,107
Net Income$78,413
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2017 to Mar 31, 2018
Signed
Jan 21, 2019
Return Version
2017v2.3
Gross Receipts
$1,253,520
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$674,183$752,596▲ $78,413
Cash and Non-Interest-Bearing Accounts$328,573$437,348▲ $108,775
Savings and Temporary Cash Investments$284,321$180,708▼ $103,613
Land, Buildings, and Equipment, Net$30,785$92,669▲ $61,884
Accounts Receivable$63,171$87,281▲ $24,110
Prepaid Expenses and Deferred Charges$2,717$0▼ $2,717
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$709,567$798,006▲ $88,439
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$28,138$27,970▼ $168
Other Liabilities$7,246$17,440▲ $10,194
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$35,384$45,410▲ $10,026
Net Assets / Fund Balance
Total Net Assets Fund Balance$674,183$752,596▲ $78,413
Total Liabilities and Net Assets / Fund Balance$709,567$798,006▲ $88,439

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$46,885$42,417$89,302
Other Land Buildings$34,085$44,638$78,723
Leasehold Improvements$11,699$131$11,830
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tony MagallanesADMINISTRATOR & trng directorFT$113,536$56,952$170,488
Vidal ArceAlternate Trustee--$147,722$147,722
Fredi FloresTrustee--$81,326$81,326
Eddy PenaTrustee-$1,615$152,982$1,615

Board Members and Trustees

NameTitle
Mike PattersonChairman/trustee
Terry BaptistaCo Chairman/trustee
Darren SalcidoTrustee
Luis CuevasTrustee
Ray HernandezTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$767,131
Investment Income
$-4,603
Other Revenue
$490,992
Change in Net Assets
$78,413

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,253,520
Total Revenue per Audited Statements
$1,253,520
Total Revenue per Form 990
$1,253,520
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$645,832
Other Expenses$529,275
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$345,761
Current Officers, Directors, Trustees, and Key Employees---$120,330
Occupancy---$114,147
Other Employee Benefits---$78,335
Pension Plan Contributions---$61,690
Payments to Affiliates---$48,189
Payroll Taxes---$39,716
Travel---$36,213
Insurance---$32,010
Fees for Services Legal---$29,459
Fees for Services Accounting---$22,430
Depreciation Depletion---$22,085
Office Expenses---$20,394
Other Expenses---$10,100
All Other Expenses---$9,169
Fees for Services Other---$2,931
Advertising---$1,728
Total Functional Expenses$0$0$0$1,175,107

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,175,107
Total Expenses per Audited Statements$1,175,107
Total Expenses per Form 990$1,175,107
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$17,440
Due to International Association$0
Of Heat and Frost Insulators$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
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.”

Filing and Contact Details

Filer

Filer Name
Asbestos Workers Joint Apprenticeship Fund
EIN
95-2222341
In Care Of
% LUPE MORENO
Phone
9093907002
Address
3833 EBONY ST, ONTARIO, CA 91761

Signing Officer

Name
Lupe Moreno
Title
training director
Phone
9093907002
Signed
2019-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
lupe moreno
Formed
1962
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
4
Employees
14
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/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE TRAINING, RETRAINING AND RELATED CLASSROOM INSTRUCTION TO THE ASBESTOS WORKERS IN THE SKILLS AND TECHNIQUES NECESSARY FOR THE PERFORMANCE OF THEIR WORK.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0674183
IRS990/NetAssetsOrFundBalancesEOYAmt0752596
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-4724
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-4724
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0114147
IRS990/OfficeExpensesGrp/TotalAmt020394
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt078335
IRS990/OtherExpensesGrp/Desc0TRNG CLASSES SPPLS & TOOLS
IRS990/OtherExpensesGrp/Desc1OUTSIDE INSTRUCTIONS
IRS990/OtherExpensesGrp/Desc2EQUIP RENTAL & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3WS MASTER APP COMP
IRS990/OtherExpensesGrp/TotalAmt0137220
IRS990/OtherExpensesGrp/TotalAmt132881
IRS990/OtherExpensesGrp/TotalAmt210319
IRS990/OtherExpensesGrp/TotalAmt310100
IRS990/OtherLiabilitiesGrp/BOYAmt07246
IRS990/OtherLiabilitiesGrp/EOYAmt017440
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0APPRENTICESHIP PROGRAM REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/Desc1APPRENTICESHIP PROGRAM GRANTS
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0107853
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1374546
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt28593
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0107853
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1374546
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt28593
IRS990/OtherRevenueTotalAmt0490992
IRS990/OtherSalariesAndWagesGrp/TotalAmt0345761
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt048189
IRS990/PayrollTaxesGrp/TotalAmt039716
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt061690
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02717
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0lupe moreno
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0767131
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0767131
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0131
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0337614
IRS990/PYOtherRevenueAmt0259686
IRS990/PYProgramServiceRevenueAmt0583427
IRS990/PYRevenuesLessExpensesAmt0-29171
IRS990/PYSalariesCompEmpBnftPaidAmt0534801
IRS990/PYTotalExpensesAmt0872415
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0843244
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt078413
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0674183
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0752596
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0284321
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0180708
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt046885
IRS990ScheduleD/EquipmentGrp/DepreciationAmt042417
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt089302
IRS990ScheduleD/ExpensesSubtotalAmt01175107
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt011699
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0131
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt011830
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt034085
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt044638
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt078723
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt10
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt217440
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO INTERNATIONAL ASSOCIATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OF HEAT AND FROST INSULATORS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ALLIED WORKERS LO UNION NO. 5
IRS990ScheduleD/RevenueSubtotalAmt01253520
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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt092669
IRS990ScheduleD/TotalExpensesPerForm990Amt01175107
IRS990ScheduleD/TotalLiabilityAmt017440
IRS990ScheduleD/TotalRevenuePerForm990Amt01253520
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01253520
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01175107
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0113536
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt11615
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt192130
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt290364
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt023941
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt127841
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt246592
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt033011
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt133011
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt218762
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TONY MAGALLANES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1EDDY PENA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2MIKE PATTERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADMINISTRATOR & trng director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2CHAIRMAN/TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0170488
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt11615
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1152982
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2155718
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, QUESTION 11B:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0H&F INSULATORS & ALLIED WORKERS NO 5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0950866519
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LOCAL UNION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0670 E FOOTHILL BLVD

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$798,006
Liabilities
$45,410
Net assets
$752,596
Revenue
$1,253,520
Expenses
$1,175,107
Net income
$78,413
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
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.05$0.75$1.25$1.18$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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