Civic Intelligence

Asbestos Workers Joint Apprenticeship Fund

990 • Fiscal year 2020 • EIN 95-2222341

Apr 01, 2019 to Mar 31, 2020 • Filed on Dec 14, 2020

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

59th percentile

0.03x

Higher debt load relative to assets than 59% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

51st percentile

0.02x

Higher debt load relative to revenue than 51% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Net Margin

94th percentile

41%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

79th percentile

$178,078

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 7.8% of source-year revenue.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2020

Asset Growth

98th percentile

95%

Faster asset growth than 98% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

50%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,884,511

Up $918,272 (+95%) from 2019

Net Assets

Up

$1,834,887

Up $941,227 (+105%) from 2019

Liabilities

Down

$49,624

Down $22,955 (-32%) from 2019

Revenue

Up

$2,276,431

Up $758,736 (+50%) from 2019

Expenses

Down

$1,335,204

Down $41,427 (-3.0%) from 2019

Net Income

Up

$941,227

Up $800,163 (+567%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$1,884,511
Liabilities$49,624
Net Assets$1,834,887

Operations Trend

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

2020

Revenue$2,276,431
Expenses$1,335,204
Net Income$941,227
Jump To
Filing Snapshot
Filing Period
Apr 1, 2019 to Mar 31, 2020
Signed
Dec 14, 2020
Return Version
2019v5.1
Gross Receipts
$2,276,431
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$893,660$1,834,887▲ $941,227
Savings and Temporary Cash Investments$383,184$1,250,849▲ $867,665
Land, Buildings, and Equipment, Net$279,569$326,227▲ $46,658
Accounts Receivable$188,621$182,070▼ $6,551
Cash and Non-Interest-Bearing Accounts$114,865$114,865→ $0
Prepaid Expenses and Deferred Charges$0$10,500▲ $10,500
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$966,239$1,884,511▲ $918,272
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$56,307$30,027▼ $26,280
Other Liabilities$16,272$19,597▲ $3,325
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$72,579$49,624▼ $22,955
Net Assets / Fund Balance
Total Net Assets Fund Balance$893,660$1,834,887▲ $941,227
Total Liabilities and Net Assets / Fund Balance$966,239$1,884,511▲ $918,272

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$198,292$123,471$321,763
Other Land Buildings$39,820$78,429$118,250
Leasehold Improvements$88,115$3,427$91,541
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Guadalupe MorenoTraining DirectorFT$104,140$65,004$169,144

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,596,562
Investment Income
$471
Other Revenue
$679,398
Change in Net Assets
$941,227

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,276,431
Total Revenue per Audited Statements
$2,276,431
Total Revenue per Form 990
$2,276,431
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$698,846
Other Expenses$636,358
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$468,631
Occupancy---$194,764
Pension Plan Contributions---$105,124
Other Employee Benefits---$85,753
Payments to Affiliates---$83,735
Depreciation Depletion---$61,252
Payroll Taxes---$39,338
Travel---$32,540
Office Expenses---$20,772
Fees for Services Accounting---$18,010
Insurance---$13,280
Other Expenses---$11,388
Fees for Services Legal---$8,175
Fees for Services Other---$6,641
Advertising---$4,702
All Other Expenses---$1,994
Total Functional Expenses$0$0$0$1,335,204

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,335,204
Total Expenses per Audited Statements$1,335,204
Total Expenses per Form 990$1,335,204
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$19,597
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
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
2020-12-14
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
16
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/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/TotalAmt0194764
IRS990/OfficeExpensesGrp/TotalAmt020772
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt085753
IRS990/OtherExpensesGrp/Desc0OUTSIDE INSTRUCTORS
IRS990/OtherExpensesGrp/Desc1TRNG CLASSES SPPLS & TOOLS
IRS990/OtherExpensesGrp/Desc2EQUIP RENTAL & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt054484
IRS990/OtherExpensesGrp/TotalAmt1122081
IRS990/OtherExpensesGrp/TotalAmt22540
IRS990/OtherExpensesGrp/TotalAmt311388
IRS990/OtherLiabilitiesGrp/BOYAmt016272
IRS990/OtherLiabilitiesGrp/EOYAmt019597
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0APPRENTICESHIP PROGRAM REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/Desc1APPRENTICESHIP PROGRAM GRANTS
IRS990/OtherRevenueMiscGrp/Desc2PRIOR YEAR VOIDED CHECKS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt073832
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1601528
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt24038
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt073832
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1601528
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt24038
IRS990/OtherRevenueTotalAmt0679398
IRS990/OtherSalariesAndWagesGrp/TotalAmt0468631
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PaymentsToAffiliatesGrp/TotalAmt083735
IRS990/PayrollTaxesGrp/TotalAmt039338
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0105124
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
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IRS990/PrincipalOfficerNm0GUADALUPE MORENO
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IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01596562
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01596562
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0179
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0724945
IRS990/PYOtherRevenueAmt0494707
IRS990/PYProgramServiceRevenueAmt01022809
IRS990/PYRevenuesLessExpensesAmt0141064
IRS990/PYSalariesCompEmpBnftPaidAmt0651686
IRS990/PYTotalExpensesAmt01376631
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01517695
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0941227
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/BOYAmt0893660
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01834887
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0383184
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01250849
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0198292
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0123471
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0321763
IRS990ScheduleD/ExpensesSubtotalAmt01335204
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt088115
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt03427
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt091541
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt039820
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt078429
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0118250
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt10
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt219597
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO INTERNATIONAL ASSOCIATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OF HEAT AND FROST INSULATORS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ALLIED WORKERS LO UNION NO. 5
IRS990ScheduleD/RevenueSubtotalAmt02276431
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/TotalBookValueLandBuildingsAmt0326227
IRS990ScheduleD/TotalExpensesPerForm990Amt01335204
IRS990ScheduleD/TotalLiabilityAmt019597
IRS990ScheduleD/TotalRevenuePerForm990Amt02276431
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02276431
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01335204
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3104140
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0113611
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1102145
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2106754
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt34224
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt342630
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt044125
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt136062
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt236785
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt322374
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt020342
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt120341
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt220342
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MIKE PATTERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1FREDDI FLORES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2VIDAL ARCE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3GUADALUPE MORENO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHAIRMAN/TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3TRAINING DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt3169144
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0178078
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1158548
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2163881
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt34224
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:
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0AZUSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA

Document Assets

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Filings

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
2020Detailed filing. Detailed filing data is available for this year.$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
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