Civic Intelligence

Associated Builders & Contractors of Southern California

990 • Fiscal year 2016 • EIN 95-2893577

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 07, 2017

1400 N Kellogg Drive No AAnaheim, CA 92807

(714) 779-3199

Siviq Scores

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

Liabilities / Assets

84th percentile

0.53x

Higher debt load relative to assets than 84% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

66th percentile

0.31x

Higher debt load relative to revenue than 66% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Net Margin

38th percentile

0.6%

Higher net margin than 38% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

56th percentile

$156,175

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Asset Growth

49th percentile

3.2%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

28%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,611,764

Up $50,653 (+3.2%) from 2015

Net Assets

Up

$763,298

Up $37,367 (+5.1%) from 2015

Liabilities

Up

$848,466

Up $13,286 (+1.6%) from 2015

Revenue

Up

$2,705,846

Up $585,230 (+28%) from 2015

Expenses

Up

$2,689,474

Up $423,390 (+19%) from 2015

Net Income

Up

$16,372

Up $161,840 (+111%) from 2015

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 2011: $1,360,178Liabilities 2011: $535,752Net Assets 2011: $824,4262011Assets 2012: $1,402,807Liabilities 2012: $490,556Net Assets 2012: $912,2512012Assets 2013: $1,520,220Liabilities 2013: $580,339Net Assets 2013: $939,8812013Assets 2014: $1,560,884Liabilities 2014: $670,099Net Assets 2014: $890,7852014Assets 2015: $1,561,111Liabilities 2015: $835,180Net Assets 2015: $725,9312015Assets 2016: $1,611,764Liabilities 2016: $848,466Net Assets 2016: $763,2982016Assets 2017: $1,947,410Liabilities 2017: $729,084Net Assets 2017: $1,218,3262017Assets 2018: $2,355,290Liabilities 2018: $853,157Net Assets 2018: $1,502,1332018Assets 2019: $2,719,723Liabilities 2019: $958,118Net Assets 2019: $1,761,6052019Assets 2020: $2,780,811Liabilities 2020: $825,164Net Assets 2020: $1,955,6472020Assets 2021: $3,214,682Liabilities 2021: $873,020Net Assets 2021: $2,341,6622021Assets 2022: $5,423,352Liabilities 2022: $3,182,566Net Assets 2022: $2,240,7862022Assets 2023: $4,812,673Liabilities 2023: $2,793,006Net Assets 2023: $2,019,6672023Assets 2024: $5,151,776Liabilities 2024: $3,166,434Net Assets 2024: $1,985,3422024

Highlighted filing

2016

Assets$1,611,764
Liabilities$848,466
Net Assets$763,298

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,108,379Expenses 2011: $2,027,068Net Income 2011: $81,3112011Revenue 2012: $1,996,240Expenses 2012: $1,951,663Net Income 2012: $44,5772012Revenue 2013: $1,990,131Expenses 2013: $2,023,119Net Income 2013: -$32,9882013Revenue 2014: $1,995,475Expenses 2014: $2,042,405Net Income 2014: -$46,9302014Revenue 2015: $2,120,616Expenses 2015: $2,266,084Net Income 2015: -$145,4682015Revenue 2016: $2,705,846Expenses 2016: $2,689,474Net Income 2016: $16,3722016Revenue 2017: $3,065,338Expenses 2017: $2,796,532Net Income 2017: $268,8062017Revenue 2018: $3,681,101Expenses 2018: $3,300,611Net Income 2018: $380,4902018Revenue 2019: $4,112,975Expenses 2019: $3,925,846Net Income 2019: $187,1292019Revenue 2020: $3,824,826Expenses 2020: $3,703,316Net Income 2020: $121,5102020Revenue 2021: $4,513,844Expenses 2021: $4,167,378Net Income 2021: $346,4662021Revenue 2022: $4,550,344Expenses 2022: $4,399,587Net Income 2022: $150,7572022Revenue 2023: $4,444,220Expenses 2023: $4,811,473Net Income 2023: -$367,2532023Revenue 2024: $4,742,410Expenses 2024: $4,859,455Net Income 2024: -$117,0452024

Highlighted filing

2016

Revenue$2,705,846
Expenses$2,689,474
Net Income$16,372
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 7, 2017
Return Version
2016v3.0
Gross Receipts
$2,793,675
Mission and Program Overview

Mission

Sponsor or participate in certification and other training programs in the construction industry for the benefit of employees of its participating employer members.to promote fair and open competition through premier education and training as well as legislative advocacy and political action.

To champion free enterprise in the construction industry while eliminating barriersto promote fair and open competition through premier education and training as well as legislative advocacy and political action.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$729,060$780,231▲ $51,171
Savings and Temporary Cash Investments$652,494$653,372▲ $878
Accounts Receivable$38,084$32,396▼ $5,688
Prepaid Expenses and Deferred Charges$10,041$26,399▲ $16,358
Land, Buildings, and Equipment, Net$6,867$4,564▼ $2,303
Total Assets$1,561,111$1,611,764▲ $50,653
Other Assets Total$124,565$114,802▼ $9,763
Liabilities
Deferred Revenue$512,059$548,061▲ $36,002
Other Liabilities$234,180$215,247▼ $18,933
Accounts Payable and Accrued Expenses$88,941$85,158▼ $3,783
Total Liabilities$835,180$848,466▲ $13,286
Net Assets / Fund Balance
Unrestricted Net Assets$725,931$763,298▲ $37,367
Total Net Assets Fund Balance$725,931$763,298▲ $37,367
Total Liabilities and Net Assets / Fund Balance$1,561,111$1,611,764▲ $50,653

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,303$91,191$94,494
Leasehold Improvements$1,261$53,410$54,671
Other Land Buildings$0$12,860$12,860
Other Assets Org$114,802--
Other Securities$780,231--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Dawn M BentonFormer PresidentFT$156,175$156,175
Douglas Sawyer SrVP of EducationFT$132,735$132,735
Dennis SchwartzDirector of FinanceFT$94,181$94,181

Board Members and Trustees

NameTitle
John HamoChairman
Rodney MathisImmediate Past Chairman
Christopher S YatesDirector
Christopher WhiteDirector
Frank BoeckerDirector
Thomas RowdenDirector
Kevin GarrettSecretary
John BryantTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$933,527
Program Service Revenue
$693,156
Investment Income
$30,153
Other Revenue
$1,049,010
All Other Contributions
$61,149
Change in Net Assets
$16,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,657,396
Other Expenses$1,032,078
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons---$1,102,316
Current Officers, Directors, Trustees, and Key Employees---$383,091
All Other Expenses---$261,940
Other Employee Benefits---$145,031
Occupancy---$137,554
Other Expenses---$62,084
Conferences and Meetings---$49,827
Pension Plan Contributions---$26,958
Travel---$13,044
Depreciation Depletion---$2,302
Office Expenses---$2,131
Total Functional Expenses$0$0$0$2,689,474
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$28,560
Fundraising Direct Expenses$16,499
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$28,560$28,560$16,499$12,061
Total Events$28,560$28,560$16,499$12,061
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Contractors for Free Enterprise$215,247
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
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The organization has members who pay an annual membership fee every calendar year.

Form 990, Part VI, Section A, Line 7A

Board members elect new board members when new potential board members express interest in joining the governing board.

Form 990, Part VI, Section A, Line 8B

Committees do not have the authority to act on behalf of the governing body. Committees can only make suggestions.

Form 990, Part VI, Section B, Line 11B

Copies of the draft form 990 were provided for review by the board of directors' members via board meeting or email.

Form 990, Part VI, Section B, Line 12C

The organization has a conflict of interest policy that is distributed annually by the organization's legal counsel to the board of directors. The board of directors are required to read, sign and return the policy with any potential conflict disclosures to the organization's legal counsel who maintains the written file.

Form 990, Part VI, Section B, Line 15

Approval by the board of directors and executive compensation committee and includes contemporaneous outside comparable data.

Form 990, Part VI, Section C, Line 19

Upon advance notice, copies of form 990 are made available for onsite review at the organization's office. _

Filing and Contact Details

Filer

Filer Name
Associated Builders & Contractors
EIN
95-2893577
Phone
7147793199
Address
1400 N KELLOGG DRIVE NO A, ANAHEIM, CA 92807

Signing Officer

Name
Dennis Schwartz
Title
Director of Finance
Phone
7147793199
Signed
2017-09-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Schwartz
Formed
1974
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
6
Employees
49
Volunteers
0

Preparer

Firm
Jhs Cpas Llp
Address
2300 EAST KATELLA AVE STE 370, ANAHEIM, CA 92806
Preparer
Craig a Cleveland CPA
Phone
7149781800
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

There have been no changes in the responsibility for oversight of the organization's review of the financial statements and selection of an independent accountant from the prior period.

Financial Statement Notes

PART X, LINE 2:

On january 1, 2009, the organization adopted the standard which clarifies the accounting for uncertainty in income taxes recognized in an organization's financial statements as required by the "accounting for uncertainty in income taxes" topic of the fasb accounting standards codification. The standard prescribes a recognition threshold and measurement for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. The adoption of this standard did not have an effect on the organization. The organization files u.s. Federal and california state income tax returns. The organization's federal income tax returns for tax year 2013 and subsequent thereto remain subject to examination by the internal revenue service. The organization's california income tax returns for the tax years 2012 and subsequent thereto remain subject to examination by the franchise tax board. The organization did not have unrecognized tax liabilities as of december 31, 2016, and does not expect this to change over the next 12 months. In connection with the adoption of this accounting standard, the organization will recognize interest and penalties accrued on any unrecognized tax liabilities as a component of income tax expense. As of december 31, 2016, the organization has not accrued interest or penalties related to uncertain tax positions.

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IRS990/OtherLiabilitiesGrp/BOYAmt0234180
IRS990/OtherLiabilitiesGrp/EOYAmt0215247
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0ADMIN REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/Desc1OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0995415
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt141534
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0995415
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt141534
IRS990/OtherRevenueTotalAmt01036949
IRS990/PartialLiquidationInd00
IRS990/PensionPlanContributionsGrp/TotalAmt026958
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010041
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt026399
IRS990/PrincipalOfficerNm0DENNIS SCHWARTZ
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/BusinessCd2611710
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATIONAL SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1TRAINING GRADUATION
IRS990/ProgramServiceRevenueGrp/Desc2MEMBERSHIP MEETINGS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0647961
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt127895
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt217300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0647961
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt127895
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt217300
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0650075
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt015160
IRS990/PYOtherExpensesAmt0697191
IRS990/PYOtherRevenueAmt0850269
IRS990/PYProgramServiceRevenueAmt0605112
IRS990/PYRevenuesLessExpensesAmt0-145468
IRS990/PYSalariesCompEmpBnftPaidAmt01568893
IRS990/PYTotalExpensesAmt02266084
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02120616
IRS990/ReconcilationRevenueExpnssAmt016372
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0647961
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0652494
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0653372
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt03303
IRS990ScheduleD/EquipmentGrp/DepreciationAmt091191
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt094494
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01261
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt053410
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt054671
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0114802
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM RELATED PARTY
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt012860
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt012860
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0215247
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CONTRACTORS FOR FREE ENTERPRISE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0780231
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SHORT TERM INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ON JANUARY 1, 2009, THE ORGANIZATION ADOPTED THE STANDARD WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AS REQUIRED BY THE "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES" TOPIC OF THE FASB ACCOUNTING STANDARDS CODIFICATION. THE STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ADOPTION OF THIS STANDARD DID NOT HAVE AN EFFECT ON THE ORGANIZATION. THE ORGANIZATION FILES U.S. FEDERAL AND CALIFORNIA STATE INCOME TAX RETURNS. THE ORGANIZATION'S FEDERAL INCOME TAX RETURNS FOR TAX YEAR 2013 AND SUBSEQUENT THERETO REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE ORGANIZATION'S CALIFORNIA INCOME TAX RETURNS FOR THE TAX YEARS 2012 AND SUBSEQUENT THERETO REMAIN SUBJECT TO EXAMINATION BY THE FRANCHISE TAX BOARD. THE ORGANIZATION DID NOT HAVE UNRECOGNIZED TAX LIABILITIES AS OF DECEMBER 31, 2016, AND DOES NOT EXPECT THIS TO CHANGE OVER THE NEXT 12 MONTHS. IN CONNECTION WITH THE ADOPTION OF THIS ACCOUNTING STANDARD, THE ORGANIZATION WILL RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX LIABILITIES AS A COMPONENT OF INCOME TAX EXPENSE. AS OF DECEMBER 31, 2016, THE ORGANIZATION HAS NOT ACCRUED INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04564
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0114802
IRS990ScheduleD/TotalBookValueSecuritiesAmt0780231
IRS990ScheduleD/TotalLiabilityAmt0215247
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016499
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt028560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt028560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt028560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt028560
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012061
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016499
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016499
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt094181
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1132735
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2156175
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DENNIS SCHWARTZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1DOUGLAS SAWYER SR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2DAWN M BENTON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR OF FINANCE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1VP OF EDUCATION
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2FORMER PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt094181
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1132735
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2156175
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS MEMBERS WHO PAY AN ANNUAL MEMBERSHIP FEE EVERY CALENDAR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ELECT NEW BOARD MEMBERS WHEN NEW POTENTIAL BOARD MEMBERS EXPRESS INTEREST IN JOINING THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMITTEES DO NOT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. COMMITTEES CAN ONLY MAKE SUGGESTIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPIES OF THE DRAFT FORM 990 WERE PROVIDED FOR REVIEW BY THE BOARD OF DIRECTORS' MEMBERS VIA BOARD MEETING OR EMAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT IS DISTRIBUTED ANNUALLY BY THE ORGANIZATION'S LEGAL COUNSEL TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ARE REQUIRED TO READ, SIGN AND RETURN THE POLICY WITH ANY POTENTIAL CONFLICT DISCLOSURES TO THE ORGANIZATION'S LEGAL COUNSEL WHO MAINTAINS THE WRITTEN FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5APPROVAL BY THE BOARD OF DIRECTORS AND EXECUTIVE COMPENSATION COMMITTEE AND INCLUDES CONTEMPORANEOUS OUTSIDE COMPARABLE DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6UPON ADVANCE NOTICE, COPIES OF FORM 990 ARE MADE AVAILABLE FOR ONSITE REVIEW AT THE ORGANIZATION'S OFFICE. _
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THERE HAVE BEEN NO CHANGES IN THE RESPONSIBILITY FOR OVERSIGHT OF THE ORGANIZATION'S REVIEW OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT FROM THE PRIOR PERIOD.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ABC OF SOUTHERN CALIFORNIA BENEFIT TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ABC OF SO CAL CHAPTER INC MERIT TRAINING TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0336227695
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1731692659
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE HEALTH BENEFITS FOR PARTICIPANTS AND THEIR COVERED DEPENDENTS

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$3.17$1.99$4.74$4.86$0.12
2023Detailed filing. Detailed filing data is available for this year.$4.81$2.79$2.02$4.44$4.81$0.37
2022Detailed filing. Detailed filing data is available for this year.$5.42$3.18$2.24$4.55$4.40$0.15
2021Detailed filing. Detailed filing data is available for this year.$3.21$0.87$2.34$4.51$4.17$0.35
2020Detailed filing. Detailed filing data is available for this year.$2.78$0.83$1.96$3.82$3.70$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.72$0.96$1.76$4.11$3.93$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.36$0.85$1.50$3.68$3.30$0.38
2017Detailed filing. Detailed filing data is available for this year.$1.95$0.73$1.22$3.07$2.80$0.27
2016Detailed filing. Detailed filing data is available for this year.$1.61$0.85$0.76$2.71$2.69$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.56$0.84$0.73$2.12$2.27$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.56$0.67$0.89$2.00$2.04$0.05
2013Summary only. Only limited summary data is available for this year.$1.52$0.58$0.94$1.99$2.02$0.03
2012Summary only. Only limited summary data is available for this year.$1.40$0.49$0.91$2.00$1.95$0.04
2011Summary only. Only limited summary data is available for this year.$1.36$0.54$0.82$2.11$2.03$0.08