Civic Intelligence

Construction Teamsters Training and Upgrading Fund for Southern California

990 • Fiscal year 2016 • EIN 95-3019814

Apr 01, 2015 to Mar 31, 2016 • Filed on Feb 13, 2017

Organization ProfileN/A
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

39th percentile

0.04x

Higher debt load relative to assets than 39% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.09x

Higher debt load relative to revenue than 46% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

13th percentile

-26%

Higher net margin than 13% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

11th percentile

-11%

Faster asset growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

33rd percentile

-3.4%

Faster revenue growth than 33% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets39th percentile

Assets

Down

$2,189,605

Down $281,010 (-11%) from 2015

Net Assets

Down

$2,094,027

Down $283,930 (-12%) from 2015

Liabilities

Up

$95,578

Up $2,920 (+3.2%) from 2015

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin13th percentile

Revenue

Down

$1,097,747

Down $38,472 (-3.4%) from 2015

Expenses

Up

$1,381,677

Up $43,652 (+3.3%) from 2015

Net Income

Down

-$283,930

Down $82,124 (-41%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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 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

2016

Assets$2,189,605
Liabilities$95,578
Net Assets$2,094,027
Open 2016 Filing

Operations Trend

Revenue Growth33rd percentile

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 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

2016

Revenue$1,097,747
Expenses$1,381,677
Net Income-$283,930
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Feb 13, 2017
Return Version
2015v3.0
Gross Receipts
$2,402,151
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.

TO ENGAGE in 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$2,377,957$2,094,027▼ $283,930
Land, Buildings, and Equipment, Net$1,013,704$957,386▼ $56,318
Savings and Temporary Cash Investments$1,253,624$908,857▼ $344,767
Cash and Non-Interest-Bearing Accounts$84,674$168,750▲ $84,076
Accounts Receivable$88,472$123,029▲ $34,557
Prepaid Expenses and Deferred Charges$30,141$31,583▲ $1,442
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$2,470,615$2,189,605▼ $281,010
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$92,058$94,978▲ $2,920
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$92,658$95,578▲ $2,920
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,377,957$2,094,027▼ $283,930
Total Liabilities and Net Assets / Fund Balance$2,470,615$2,189,605▼ $281,010

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$86,424$542,482$628,906
Equipment$43,623$567,666$611,289
Land$576,203-$576,203
Leasehold Improvements$251,136$216,895$468,031
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Andy PerryLabor Trustee
Erik LagafuainaLabor Trustee
Gene BrewerLabor Trustee
Mike BergenLabor Trustee
Mike RoddyManagement Trustee
Wes MayManagement Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$232,742
Program Service Revenue
$845,797
Investment Income
$11,756
Other Revenue
$7,452
Change in Net Assets
$-283,930

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,097,747
Total Revenue per Audited Statements
$1,097,747
Total Revenue per Form 990
$1,097,747
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$888,200
Other Expenses$493,477
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$557,049$0$0$557,049
Other Employee Benefits$158,170$0$0$158,170
Pension Plan Contributions$124,958$0$0$124,958
Insurance$82,041$1,233$0$83,274
Depreciation Depletion$60,793$0$0$60,793
Fees for Services Management$0$52,953$0$52,953
Payroll Taxes$48,023$0$0$48,023
Other Expenses$35,107$0$0$35,107
Office Expenses$32,942$1,471$0$34,413
Occupancy$31,396$0$0$31,396
Travel$25,311$0$0$25,311
Fees for Services Accounting$0$25,096$0$25,096
Fees for Services Legal$0$24,019$0$24,019
Conferences and Meetings$6,725$1,169$0$7,894
Fees for Service Investment Mgmnt Fees$0$3,632$0$3,632
Total Functional Expenses$1,263,012$118,665$0$1,381,677

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,381,677
Total Expenses per Audited Statements$1,381,677
Total Expenses per Form 990$1,381,677
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. PART VII, section a, COLUMN (E): MEMBERS OF THE BOARD OF TRUSTEES SERVE FOR NO COMPENSATION. COMPENSATION PAID TO TRUSTEES BY THEIR EMPLOYERS IS REPORTED ON THE EMPLOYERS' ANNUAL TAX FILINGS. THIS INFORMATION IS UNKNOWN TO THE PLAN ADMINISTRATOR.”

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
Chairman
Phone
6267322150
Signed
2017-02-13
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
10
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
600 STEWART ST STE 618, SEATTLE, WA 98101-1261
Preparer
Crane Curran
Phone
2065933930
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 Fund and recognize a tax liability if the Fund has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 541 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt02377957
IRS990/NetAssetsOrFundBalancesEOYAmt02094027
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06855
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06855
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt07200
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt07200
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt031396
IRS990/OccupancyGrp/TotalAmt031396
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01471
IRS990/OfficeExpensesGrp/ProgramServicesAmt032942
IRS990/OfficeExpensesGrp/TotalAmt034413
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0158170
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0158170
IRS990/OtherExpensesGrp/Desc0FIELD AUDIT PROGRAM
IRS990/OtherExpensesGrp/Desc1FIELD AUDIT-DODGE REPORT
IRS990/OtherExpensesGrp/Desc2TRAINING SUPPLIES
IRS990/OtherExpensesGrp/Desc3ALL OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08742
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1350
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt2100497
IRS990/OtherExpensesGrp/ProgramServicesAmt335107
IRS990/OtherExpensesGrp/TotalAmt08742
IRS990/OtherExpensesGrp/TotalAmt1350
IRS990/OtherExpensesGrp/TotalAmt2100497
IRS990/OtherExpensesGrp/TotalAmt335107
IRS990/OtherLiabilitiesGrp/BOYAmt0600
IRS990/OtherLiabilitiesGrp/EOYAmt0600
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0DOL AUDIT REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0252
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0252
IRS990/OtherRevenueTotalAmt0252
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0557049
IRS990/OtherSalariesAndWagesGrp/TotalAmt0557049
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt048023
IRS990/PayrollTaxesGrp/TotalAmt048023
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0124958
IRS990/PensionPlanContributionsGrp/TotalAmt0124958
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt030141
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt031583
IRS990/PrincipalOfficerNm0GENE BREWER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1LIQUIDATED DAMAGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0844209
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11588
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0844209
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11588
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0228583
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt022859
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0488402
IRS990/PYOtherRevenueAmt07200
IRS990/PYProgramServiceRevenueAmt0877577
IRS990/PYRevenuesLessExpensesAmt0-201806
IRS990/PYSalariesCompEmpBnftPaidAmt0849623
IRS990/PYTotalExpensesAmt01338025
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01136219
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-283930
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/BOYAmt02377957
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02094027
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01253624
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0908857
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt086424
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0542482
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0628906
IRS990ScheduleD/EquipmentGrp/BookValueAmt043623
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0567666
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0611289
IRS990ScheduleD/ExpensesSubtotalAmt01381677
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0576203
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0576203
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0251136
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0216895
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0468031
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSIT
IRS990ScheduleD/RevenueSubtotalAmt01097747
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Fund and recognize a tax liability if the Fund has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Fund 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/TotalBookValueLandBuildingsAmt0957386
IRS990ScheduleD/TotalExpensesPerForm990Amt01381677
IRS990ScheduleD/TotalLiabilityAmt0600
IRS990ScheduleD/TotalRevenuePerForm990Amt01097747
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01097747
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01381677
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. PART VII, section a, COLUMN (E): MEMBERS OF THE BOARD OF TRUSTEES SERVE FOR NO COMPENSATION. COMPENSATION PAID TO TRUSTEES BY THEIR EMPLOYERS IS REPORTED ON THE EMPLOYERS' ANNUAL TAX FILINGS. THIS INFORMATION IS UNKNOWN TO THE PLAN ADMINISTRATOR.
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

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,189,605
Liabilities
$95,578
Net assets
$2,094,027
Revenue
$1,097,747
Expenses
$1,381,677
Net income
-$283,930
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
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