Civic Intelligence

Construction Teamsters Training and Upgrading Fund for Southern California

990 • Fiscal year 2015 • EIN 95-3019814

Apr 01, 2014 to Mar 31, 2015 • Filed on Feb 10, 2016

1325 N Grand Ave Ste 200Covina, CA 91724

(626) 732-2150

Siviq Scores

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

Liabilities / Assets

36th percentile

0.04x

Higher debt load relative to assets than 36% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

44th percentile

0.08x

Higher debt load relative to revenue than 44% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

15th percentile

-18%

Higher net margin than 15% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

17th percentile

-7.1%

Faster asset growth than 17% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

25th percentile

-7.7%

Faster revenue growth than 25% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Flat

$2,470,615

Flat from 2015

Net Assets

Flat

$2,377,957

Flat from 2015

Liabilities

Flat

$92,658

Flat from 2015

Revenue

Flat

$1,136,219

Flat from 2015

Expenses

Flat

$1,338,025

Flat from 2015

Net Income

Flat

-$201,806

Flat from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $2,797,500Liabilities 2011: $117,709Net Assets 2011: $2,679,7912011Assets 2012: $2,757,523Liabilities 2012: $74,438Net Assets 2012: $2,683,0852012Assets 2013: $2,780,840Liabilities 2013: $81,322Net Assets 2013: $2,699,5182013Assets 2014: $2,660,107Liabilities 2014: $80,344Net Assets 2014: $2,579,7632014Assets 2015: $2,470,615Liabilities 2015: $92,658Net Assets 2015: $2,377,9572015Assets 2015: $2,470,615Liabilities 2015: $92,658Net Assets 2015: $2,377,9572015Assets 2016: $2,189,605Liabilities 2016: $95,578Net Assets 2016: $2,094,0272016Assets 2017: $2,073,589Liabilities 2017: $116,822Net Assets 2017: $1,956,7672017Assets 2018: $2,062,990Liabilities 2018: $127,558Net Assets 2018: $1,935,4322018Assets 2019: $2,090,665Liabilities 2019: $100,676Net Assets 2019: $1,989,9892019Assets 2020: $2,051,381Liabilities 2020: $101,827Net Assets 2020: $1,949,5542020Assets 2021: $2,307,650Liabilities 2021: $192,546Net Assets 2021: $2,115,1042021Assets 2022: $2,322,380Liabilities 2022: $79,796Net Assets 2022: $2,242,5842022Assets 2023: $2,116,948Liabilities 2023: $73,530Net Assets 2023: $2,043,4182023Assets 2025: $1,632,091Liabilities 2025: $118,104Net Assets 2025: $1,513,9872025

Highlighted filing

2015

Assets$2,470,615
Liabilities$92,658
Net Assets$2,377,957

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,045,845Expenses 2011: $1,328,817Net Income 2011: -$282,9722011Revenue 2012: $1,187,079Expenses 2012: $1,183,785Net Income 2012: $3,2942012Revenue 2013: $1,274,513Expenses 2013: $1,258,080Net Income 2013: $16,4332013Revenue 2014: $1,231,270Expenses 2014: $1,351,025Net Income 2014: -$119,7552014Revenue 2015: $1,136,219Expenses 2015: $1,338,025Net Income 2015: -$201,8062015Revenue 2015: $1,136,219Expenses 2015: $1,338,025Net Income 2015: -$201,8062015Revenue 2016: $1,097,747Expenses 2016: $1,381,677Net Income 2016: -$283,9302016Revenue 2017: $1,200,899Expenses 2017: $1,338,159Net Income 2017: -$137,2602017Revenue 2018: $1,338,215Expenses 2018: $1,359,550Net Income 2018: -$21,3352018Revenue 2019: $1,378,332Expenses 2019: $1,323,775Net Income 2019: $54,5572019Revenue 2020: $1,468,877Expenses 2020: $1,509,312Net Income 2020: -$40,4352020Revenue 2021: $1,561,654Expenses 2021: $1,396,104Net Income 2021: $165,5502021Revenue 2022: $1,542,920Expenses 2022: $1,415,440Net Income 2022: $127,4802022Revenue 2023: $1,487,703Expenses 2023: $1,686,869Net Income 2023: -$199,1662023Revenue 2025: $1,764,149Expenses 2025: $1,900,475Net Income 2025: -$136,3262025

Highlighted filing

2015

Revenue$1,136,219
Expenses$1,338,025
Net Income-$201,806
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Feb 10, 2016
Return Version
2014v6.0
Gross Receipts
$2,161,219
Mission and Program Overview

Mission

To engage vocational and occupational training and upgrading of employees with regard to the skills required to perform construction vehicle driving work.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,579,763$2,377,957▼ $201,806
Savings and Temporary Cash Investments$1,252,373$1,253,624▲ $1,251
Land, Buildings, and Equipment, Net$1,060,936$1,013,704▼ $47,232
Accounts Receivable$99,899$88,472▼ $11,427
Cash and Non-Interest-Bearing Accounts$224,987$84,674▼ $140,313
Prepaid Expenses and Deferred Charges$21,912$30,141▲ $8,229
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$2,660,107$2,470,615▼ $189,492
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$79,744$92,058▲ $12,314
Other Liabilities$600$600→ $0
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$80,344$92,658▲ $12,314
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,579,763$2,377,957▼ $201,806
Total Liabilities and Net Assets / Fund Balance$2,660,107$2,470,615▼ $189,492

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$68,584$561,929$630,513
Buildings$101,573$527,333$628,906
Land$576,203-$576,203
Leasehold Improvements$267,344$200,687$468,031
Compensation and Service Providers

Board Members and Trustees

NameTitle
Erik LagafuainaLabor Trustee
Gene BrewerLabor Trustee
Mike BergenLabor Trustee
andy perryLabor Trustee
Mike RoddyManagement Trustee
Wes MEyManagement Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$228,583
Program Service Revenue
$877,577
Investment Income
$22,859
Other Revenue
$7,200
Change in Net Assets
$-201,806

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,136,219
Total Revenue per Audited Statements
$1,136,219
Total Revenue per Form 990
$1,136,219
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$849,623
Other Expenses$488,402
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$522,872$0$0$522,872
Pension Plan Contributions$141,409$0$0$141,409
Other Employee Benefits$130,532$0$0$130,532
Depreciation Depletion$93,794$0$0$93,794
All Other Expenses$92,339--$92,339
Other Expenses$78,080$0$0$78,080
Insurance$60,837$1,042$0$61,879
Payroll Taxes$54,810$0$0$54,810
Fees for Services Management$0$51,786$0$51,786
Office Expenses$30,860$1,473$0$32,333
Fees for Services Legal$0$27,567$0$27,567
Fees for Services Accounting$0$27,500$0$27,500
Conferences and Meetings$2,719$3,667$0$6,386
Fees for Service Investment Mgmnt Fees$0$2,888$0$2,888
Total Functional Expenses$1,212,323$125,702$0$1,338,025

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,338,025
Total Expenses per Audited Statements$1,338,025
Total Expenses per Form 990$1,338,025
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
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
Deposit$600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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, LINE 11B:

The form 990 is reviewed by the trustees and administrator of the fund prior to being filed. Part vi, line 12c: the conflict of interest policy is provided to each trustee after a new trustee is appointed and is requested that he or she report any real or potential conflicts of interest to the fund's legal counsel. The policy is reviewed annually by the trustees. Part vi, line 19: all governing documents, the fund's conflict of interest policy, and financial statements are available to the public upon request at the fund's place of business.

Filing and Contact Details

Filer

Filer Name
Construction Teamsters Training and Upgrading
EIN
95-3019814
In Care Of
% MINDY HICKMAN
Phone
6267322150
Address
1325 N GRAND AVE STE 200, COVINA, CA 91724

Signing Officer

Name
Gene Brewer
Title
trustee
Phone
6267322150
Signed
2016-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gene Brewer
Formed
1974
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
12
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Miller Kaplan Arase LLp
Phone
8187692010
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The fund has adopted guidance on accounting for uncertainty in income taxes issued by the financial accounting standards board. The fund administrator believes that the fund has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. As of march 31, 2015, information returns for years subsequent to the year ended march 31, 2011 (2010 for state returns) were subject to examination by authorities.

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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt07200
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01473
IRS990/OfficeExpensesGrp/ProgramServicesAmt030860
IRS990/OfficeExpensesGrp/TotalAmt032333
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0130532
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0130532
IRS990/OtherExpensesGrp/Desc0FIELD AUDIT PROGRAM
IRS990/OtherExpensesGrp/Desc1FIELD AUDIT-DODGE REPORT
IRS990/OtherExpensesGrp/Desc2AUTO EXPENSES AND ALLOWANCES
IRS990/OtherExpensesGrp/Desc3TRAINING SUPPLIES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09456
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1323
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt24071
IRS990/OtherExpensesGrp/ProgramServicesAmt378080
IRS990/OtherExpensesGrp/TotalAmt09456
IRS990/OtherExpensesGrp/TotalAmt1323
IRS990/OtherExpensesGrp/TotalAmt24071
IRS990/OtherExpensesGrp/TotalAmt378080
IRS990/OtherLiabilitiesGrp/BOYAmt0600
IRS990/OtherLiabilitiesGrp/EOYAmt0600
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0522872
IRS990/OtherSalariesAndWagesGrp/TotalAmt0522872
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt054810
IRS990/PayrollTaxesGrp/TotalAmt054810
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0141409
IRS990/PensionPlanContributionsGrp/TotalAmt0141409
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt021912
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt030141
IRS990/PrincipalOfficerNm0GENE BREWER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1LIQUIDATED DAMAGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0876607
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1970
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0876607
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1970
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0220365
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03116
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0513449
IRS990/PYOtherRevenueAmt07200
IRS990/PYProgramServiceRevenueAmt01000589
IRS990/PYRevenuesLessExpensesAmt0-119755
IRS990/PYSalariesCompEmpBnftPaidAmt0837576
IRS990/PYTotalExpensesAmt01351025
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01231270
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-201806
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt07200
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02579763
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02377957
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01252373
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01253624
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0101573
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0527333
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0628906
IRS990ScheduleD/EquipmentGrp/BookValueAmt068584
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0561929
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0630513
IRS990ScheduleD/ExpensesSubtotalAmt01338025
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0576203
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0576203
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0267344
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0200687
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0468031
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSIT
IRS990ScheduleD/RevenueSubtotalAmt01136219
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE FUND ADMINISTRATOR BELIEVES THAT THE FUND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. AS OF MARCH 31, 2015, INFORMATION RETURNS FOR YEARS SUBSEQUENT TO THE YEAR ENDED MARCH 31, 2011 (2010 FOR STATE RETURNS) WERE SUBJECT TO EXAMINATION BY AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01013704
IRS990ScheduleD/TotalExpensesPerForm990Amt01338025
IRS990ScheduleD/TotalLiabilityAmt0600
IRS990ScheduleD/TotalRevenuePerForm990Amt01136219
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01136219
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01338025
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0DURING THE REGISTRATION PERIOD, STUDENTS ARE GIVEN AN INFORMATION PACKET WHICH INCLUDES THE NONDISCRIMINATION POLICY. SCHEDULE E, PART I, LINE 6A: THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS(IBT)(A RELATED PARTY) AND THE LABORERS-AGC EDUCATION AND TRAINING FUND, AS A JOINT VENTURE, HAVE RECEIVED A TRAINING GRANT FROM THE NATIONAL INSTITUTE OF ENVIRONMENTAL HEALTH SCIENCES FOR THE PURPOSES OF ESTABLISHING A TRAINING PROGRAM FOR WORKERS ENGAGED IN HAZARDOUS AND TOXIC WASTE REMOVAL AND DISPOSAL. IBT ENGAGED THE FUND AS A SUBGRANTEE FOR THIS PURPOSE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3:
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE TRUSTEES AND ADMINISTRATOR OF THE FUND PRIOR TO BEING FILED. PART VI, LINE 12C: THE CONFLICT OF INTEREST POLICY IS PROVIDED TO EACH TRUSTEE AFTER A NEW TRUSTEE IS APPOINTED AND IS REQUESTED THAT HE OR SHE REPORT ANY REAL OR POTENTIAL CONFLICTS OF INTEREST TO THE FUND'S LEGAL COUNSEL. THE POLICY IS REVIEWED ANNUALLY BY THE TRUSTEES. PART VI, LINE 19: ALL GOVERNING DOCUMENTS, THE FUND'S CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE FUND'S PLACE OF BUSINESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 11B:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CONSTRUCTION TEAMSTERS VACATION-HOLIDAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CONSTRUCTION TEAMSTERS CONTRACT COMP FD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CONSTRUCTION TEAMSTERS SEC FUND FOR SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3CONSTRUCTION TEAMSTERS APPRENTICESHIP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956195838

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.12$1.51$1.76$1.90$0.14
2023Summary only. Only limited summary data is available for this year.$2.12$0.07$2.04$1.49$1.69$0.20
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.08$2.24$1.54$1.42$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.19$2.12$1.56$1.40$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.10$1.95$1.47$1.51$0.04
2019Summary only. Only limited summary data is available for this year.$2.09$0.10$1.99$1.38$1.32$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.13$1.94$1.34$1.36$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$0.12$1.96$1.20$1.34$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.19$0.10$2.09$1.10$1.38$0.28
2015Detailed filing. Detailed filing data is available for this year.$2.47$0.09$2.38$1.14$1.34$0.20
2015Summary only. Only limited summary data is available for this year.$2.47$0.09$2.38$1.14$1.34$0.20
2014Summary only. Only limited summary data is available for this year.$2.66$0.08$2.58$1.23$1.35$0.12
2013Summary only. Only limited summary data is available for this year.$2.78$0.08$2.70$1.27$1.26$0.02
2012Summary only. Only limited summary data is available for this year.$2.76$0.07$2.68$1.19$1.18$0.00
2011Summary only. Only limited summary data is available for this year.$2.80$0.12$2.68$1.05$1.33$0.28