Civic Intelligence

Asbestos Workers Joint Apprenticeship Fund

990 • Fiscal year 2019 • EIN 95-2222341

Apr 01, 2018 to Mar 31, 2019 • Filed on Jan 21, 2020

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

73rd percentile

0.08x

Higher debt load relative to assets than 73% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

64th percentile

0.05x

Higher debt load relative to revenue than 64% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Net Margin

57th percentile

9.3%

Higher net margin than 57% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

73rd percentile

$161,501

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Asset Growth

84th percentile

21%

Faster asset growth than 84% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

21%

Faster revenue growth than 87% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$966,239

Up $168,233 (+21%) from 2018

Net Assets

Up

$893,660

Up $141,064 (+19%) from 2018

Liabilities

Up

$72,579

Up $27,169 (+60%) from 2018

Revenue And Expenses
Liabilities / Revenue64th percentileNet Margin57th percentile

Revenue

Up

$1,517,695

Up $264,175 (+21%) from 2018

Expenses

Up

$1,376,631

Up $201,524 (+17%) from 2018

Net Income

Up

$141,064

Up $62,651 (+80%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2019

Assets$966,239
Liabilities$72,579
Net Assets$893,660
Open 2019 Filing

Operations Trend

Revenue Growth87th 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

2019

Revenue$1,517,695
Expenses$1,376,631
Net Income$141,064
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Jan 21, 2020
Return Version
2018v3.1
Gross Receipts
$1,517,695
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$752,596$893,660▲ $141,064
Savings and Temporary Cash Investments$180,708$383,184▲ $202,476
Land, Buildings, and Equipment, Net$92,669$279,569▲ $186,900
Accounts Receivable$87,281$188,621▲ $101,340
Cash and Non-Interest-Bearing Accounts$437,348$114,865▼ $322,483
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
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$798,006$966,239▲ $168,233
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$27,970$56,307▲ $28,337
Other Liabilities$17,440$16,272▼ $1,168
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$45,410$72,579▲ $27,169
Net Assets / Fund Balance
Total Net Assets Fund Balance$752,596$893,660▲ $141,064
Total Liabilities and Net Assets / Fund Balance$798,006$966,239▲ $168,233

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$216,564$83,015$299,579
Other Land Buildings$22,130$59,593$81,723
Leasehold Improvements$40,875$1,468$42,343
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleOtherTotal
Freddi FloresTrustee$147,592$147,592
Eddy PenaTrustee$146,018$146,018

Board Members and Trustees

NameTitle
Mike PattersonChairman/trustee
Terry BaptistaCo-chairman/trustee
Darren SalcidoTrustee
Luis CuevasTrustee
Vidal ArceTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,022,809
Investment Income
$179
Other Revenue
$494,707
Change in Net Assets
$141,064

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,517,695
Total Revenue per Audited Statements
$1,517,695
Total Revenue per Form 990
$1,517,695
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$724,945
Salaries, Compensation, and Employee Benefits$651,686
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$440,860
Occupancy---$197,597
Other Employee Benefits---$112,507
Other Expenses---$80,315
Pension Plan Contributions---$62,206
Payments to Affiliates---$57,533
Depreciation Depletion---$56,891
Office Expenses---$46,450
Payroll Taxes---$36,113
Fees for Services Accounting---$24,445
Advertising---$16,729
Travel---$16,622
Fees for Services Legal---$11,868
Insurance---$11,004
All Other Expenses---$10,671
Fees for Services Other---$3,209
Total Functional Expenses$0$0$0$1,376,631

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,376,631
Total Expenses per Audited Statements$1,376,631
Total Expenses per Form 990$1,376,631
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$16,272
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 FOR REVIEW AND APPROVAL 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
% GUADALUPE MORENO
Phone
6263346884
Address
3833 EBONY ST, ONTARIO, CA 91761

Signing Officer

Name
Guadalupe Moreno
Title
administrator
Phone
6263346884
Signed
2020-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Guadalupe Moreno
Formed
1962
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
4
Employees
15
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/Organization501cInd0X
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IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0112507
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IRS990/OtherExpensesGrp/Desc1TRNG CLASSES SPPLS & TOOLS
IRS990/OtherExpensesGrp/Desc2EQUIP RENTAL & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3WS MASTER APP COMP
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IRS990/OtherExpensesGrp/TotalAmt1163500
IRS990/OtherExpensesGrp/TotalAmt29804
IRS990/OtherExpensesGrp/TotalAmt380315
IRS990/OtherLiabilitiesGrp/BOYAmt017440
IRS990/OtherLiabilitiesGrp/EOYAmt016272
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/RelatedOrExemptFuncIncomeAmt0120176
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1293040
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt281491
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1293040
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt281491
IRS990/OtherRevenueTotalAmt0494707
IRS990/OtherSalariesAndWagesGrp/TotalAmt0440860
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt057533
IRS990/PayrollTaxesGrp/TotalAmt036113
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt062206
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0GUADALUPE MORENO
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01022809
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01022809
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-4603
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0529275
IRS990/PYOtherRevenueAmt0490992
IRS990/PYProgramServiceRevenueAmt0767131
IRS990/PYRevenuesLessExpensesAmt078413
IRS990/PYSalariesCompEmpBnftPaidAmt0645832
IRS990/PYTotalExpensesAmt01175107
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01253520
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0141064
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/BOYAmt0752596
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0893660
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0180708
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0383184
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0216564
IRS990ScheduleD/EquipmentGrp/DepreciationAmt083015
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0299579
IRS990ScheduleD/ExpensesSubtotalAmt01376631
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt040875
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01468
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt042343
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt022130
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt059593
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt081723
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016272
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ALLIED WORKERS LO UNION NO. 5
IRS990ScheduleD/RevenueSubtotalAmt01517695
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/TotalBookValueLandBuildingsAmt0279569
IRS990ScheduleD/TotalExpensesPerForm990Amt01376631
IRS990ScheduleD/TotalLiabilityAmt016272
IRS990ScheduleD/TotalRevenuePerForm990Amt01517695
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01517695
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01376631
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0100649
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1101215
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt045124
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt135214
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt015728
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt115815
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MIKE PATTERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1VIDAL ARCE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIRMAN/TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0161501
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1152244
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS DISTRIBUTED TO THE RESPONSIBLE TRUST ADMINISTRATOR FOR REVIEW AND APPROVAL 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:
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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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0AZUSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd091702
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0true
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0798006
IRS990/TotalAssetsEOYAmt0966239
IRS990/TotalAssetsGrp/BOYAmt0798006
IRS990/TotalAssetsGrp/EOYAmt0966239
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt015

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$966,239
Liabilities
$72,579
Net assets
$893,660
Revenue
$1,517,695
Expenses
$1,376,631
Net income
$141,064
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
2019Detailed filing. Detailed filing data is available for this year.$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
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