Civic Intelligence

Asbestos Workers Joint Apprenticeship Fund

990 • Fiscal year 2021 • EIN 95-2222341

Apr 01, 2020 to Mar 31, 2021 • Filed on Jan 12, 2022

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

57th percentile

0.02x

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

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

54th percentile

0.03x

Higher debt load relative to revenue than 54% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$179,919

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 11.7% of source-year revenue.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2021

Asset Growth

76th percentile

18%

Faster asset growth than 76% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-32%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$2,230,387

Up $345,876 (+18%) from 2020

Net Assets

Up

$2,183,224

Up $348,337 (+19%) from 2020

Liabilities

Down

$47,163

Down $2,461 (-5.0%) from 2020

Revenue

Down

$1,538,894

Down $737,537 (-32%) from 2020

Expenses

Down

$1,190,557

Down $144,647 (-11%) from 2020

Net Income

Down

$348,337

Down $592,890 (-63%) from 2020

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

2021

Assets$2,230,387
Liabilities$47,163
Net Assets$2,183,224

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

2021

Revenue$1,538,894
Expenses$1,190,557
Net Income$348,337
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jan 12, 2022
Return Version
2020v4.1
Gross Receipts
$1,538,894
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$1,834,887$2,183,224▲ $348,337
Savings and Temporary Cash Investments$1,250,849$1,606,180▲ $355,331
Land, Buildings, and Equipment, Net$326,227$270,248▼ $55,979
Accounts Receivable$182,070$228,282▲ $46,212
Cash and Non-Interest-Bearing Accounts$114,865$115,177▲ $312
Prepaid Expenses and Deferred Charges$10,500$10,500→ $0
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$1,884,511$2,230,387▲ $345,876
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$19,597$28,963▲ $9,366
Accounts Payable and Accrued Expenses$30,027$18,200▼ $11,827
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$49,624$47,163▼ $2,461
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,834,887$2,183,224▲ $348,337
Total Liabilities and Net Assets / Fund Balance$1,884,511$2,230,387▲ $345,876

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$161,545$164,585$326,130
Other Land Buildings$23,640$97,870$121,510
Leasehold Improvements$85,063$6,478$91,541
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Guadalupe MorenoTraining DirectorFT$108,974$64,324$173,298
Vidal ArceTrustee, Past--$49,165$49,165

Board Members and Trustees

NameTitle
Mike PattersonChairman/trustee
Terry BautistaCo-chairman/trustee
Curtis GardnerTrustee
Eddy J PenaTrustee
Freddi FloresTrustee
Luis CuevasTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,355,344
Investment Income
$142
Other Revenue
$183,408
Change in Net Assets
$348,337

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,538,894
Total Revenue per Audited Statements
$1,538,894
Total Revenue per Form 990
$1,538,894
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$705,507
Other Expenses$485,050
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$438,177
Occupancy---$197,626
Pension Plan Contributions---$126,803
Other Employee Benefits---$104,674
Payments to Affiliates---$81,825
Depreciation Depletion---$63,604
Payroll Taxes---$35,853
Fees for Services Accounting---$22,000
Office Expenses---$18,406
Insurance---$15,345
Other Expenses---$10,774
Fees for Services Other---$6,654
Fees for Services Legal---$3,575
Travel---$3,078
All Other Expenses---$1,631
Total Functional Expenses$0$0$0$1,190,557

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,190,557
Total Expenses per Audited Statements$1,190,557
Total Expenses per Form 990$1,190,557
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$28,963
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
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 AUTHORIZED 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
2022-01-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Guadalupe Moreno
Formed
1962
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
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/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OfficeExpensesGrp/TotalAmt018406
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0104674
IRS990/OtherExpensesGrp/Desc0OUTSIDE INSTRUCTORS
IRS990/OtherExpensesGrp/Desc1TRNG CLASSES SPPLS & TOOLS
IRS990/OtherExpensesGrp/Desc2EQUIP RENTAL & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt08694
IRS990/OtherExpensesGrp/TotalAmt149528
IRS990/OtherExpensesGrp/TotalAmt22310
IRS990/OtherExpensesGrp/TotalAmt310774
IRS990/OtherLiabilitiesGrp/BOYAmt019597
IRS990/OtherLiabilitiesGrp/EOYAmt028963
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/RelatedOrExemptFuncIncomeAmt047455
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1127524
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt28429
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1127524
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt28429
IRS990/OtherRevenueTotalAmt0183408
IRS990/OtherSalariesAndWagesGrp/TotalAmt0438177
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PaymentsToAffiliatesGrp/TotalAmt081825
IRS990/PayrollTaxesGrp/TotalAmt035853
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0126803
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrincipalOfficerNm0GUADALUPE MORENO
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IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01355344
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0471
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0636358
IRS990/PYOtherRevenueAmt0679398
IRS990/PYProgramServiceRevenueAmt01596562
IRS990/PYRevenuesLessExpensesAmt0941227
IRS990/PYSalariesCompEmpBnftPaidAmt0698846
IRS990/PYTotalExpensesAmt01335204
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02276431
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0348337
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/BOYAmt01834887
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02183224
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01250849
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01606180
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0161545
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0164585
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0326130
IRS990ScheduleD/ExpensesSubtotalAmt01190557
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt085063
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt06478
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt091541
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt023640
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt097870
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0121510
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt10
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt228963
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO INTERNATIONAL ASSOCIATION
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OF HEAT AND FROST INSULATORS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2ALLIED WORKERS LO UNION NO. 5
IRS990ScheduleD/RevenueSubtotalAmt01538894
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/TotalBookValueLandBuildingsAmt0270248
IRS990ScheduleD/TotalExpensesPerForm990Amt01190557
IRS990ScheduleD/TotalLiabilityAmt028963
IRS990ScheduleD/TotalRevenuePerForm990Amt01538894
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01538894
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01190557
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3108974
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0114010
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1100003
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2104834
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt33411
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt341759
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt044287
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt142042
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt242819
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt322565
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt021622
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt121621
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt221622
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MIKE PATTERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1FREDDI FLORES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2EDDY J PENA
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/TotalCompensationFilingOrgAmt3173298
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0179919
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1163666
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2169275
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt33411
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 WAS DISTRIBUTED TO THE AUTHORIZED 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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd091702

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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
2021Detailed filing. Detailed filing data is available for this year.$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
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