Civic Intelligence

Construction Teamsters Training and Upgrading Fund for Southern California

990 • Fiscal year 2019 • EIN 95-3019814

Apr 01, 2018 to Mar 31, 2019 • Filed on Feb 14, 2020

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

43rd percentile

0.05x

Higher debt load relative to assets than 43% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

47th percentile

0.07x

Higher debt load relative to revenue than 47% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

52nd percentile

4.0%

Higher net margin than 52% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

45th percentile

1.3%

Faster asset growth than 45% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

47th percentile

3.0%

Faster revenue growth than 47% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Flat

$2,090,665

Flat from 2019

Net Assets

Flat

$1,989,989

Flat from 2019

Liabilities

Flat

$100,676

Flat from 2019

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin52nd percentile

Revenue

Flat

$1,378,332

Flat from 2019

Expenses

Flat

$1,323,775

Flat from 2019

Net Income

Flat

$54,557

Flat from 2019

Historical Trend

Balance Sheet Trend

Asset Growth45th 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 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

2019

Assets$2,090,665
Liabilities$100,676
Net Assets$1,989,989
Open 2019 Filing

Operations Trend

Revenue Growth47th 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 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

2019

Revenue$1,378,332
Expenses$1,323,775
Net Income$54,557
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2018 to Mar 31, 2019
Signed
Feb 14, 2020
Return Version
2018v3.1
Gross Receipts
$1,378,332
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$1,935,432$1,989,989▲ $54,557
Land, Buildings, and Equipment, Net$879,451$861,468▼ $17,983
Savings and Temporary Cash Investments$859,058$803,862▼ $55,196
Cash and Non-Interest-Bearing Accounts$120,379$213,224▲ $92,845
Accounts Receivable$155,744$154,079▼ $1,665
Prepaid Expenses and Deferred Charges$48,358$58,032▲ $9,674
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$2,062,990$2,090,665▲ $27,675
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$126,958$99,740▼ $27,218
Other Liabilities$600$936▲ $336
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$127,558$100,676▼ $26,882
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,935,432$1,989,989▲ $54,557
Total Liabilities and Net Assets / Fund Balance$2,062,990$2,090,665▲ $27,675

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$69,018$589,063$658,081
Land$576,203-$576,203
Equipment$11,213$476,004$487,217
Leasehold Improvements$205,034$262,997$468,031
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Andy Perrylabor trustee
Erik LagafuainaLabor Trustee
Gene BrewerLabor Trustee
Mike BergenLabor Trustee
Wes MayManagement Trustee
mike roddymanagement trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$283,941
Program Service Revenue
$1,073,056
Investment Income
$13,271
Other Revenue
$8,064
Change in Net Assets
$54,557

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,378,332
Total Revenue per Audited Statements
$1,378,332
Total Revenue per Form 990
$1,378,332
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$895,684
Other Expenses$428,091
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$541,206$0$0$541,206
Pension Plan Contributions$169,494$0$0$169,494
Other Employee Benefits$144,734$0$0$144,734
Insurance$67,806$5,387$0$73,193
Fees for Services Management$0$56,739$0$56,739
Payroll Taxes$40,250$0$0$40,250
Office Expenses$32,903$5,600$0$38,503
Depreciation Depletion$38,072$0$0$38,072
Fees for Services Accounting$0$30,098$0$30,098
Travel$28,782$0$0$28,782
Occupancy$27,405$0$0$27,405
Fees for Services Legal$0$14,360$0$14,360
Other Expenses$8,150$0$0$8,150
All Other Expenses$5,249--$5,249
Conferences and Meetings$1,477$1,312$0$2,789
Total Functional Expenses$1,209,904$113,871$0$1,323,775

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,323,775
Total Expenses per Audited Statements$1,323,775
Total Expenses per Form 990$1,323,775
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
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
Deferred Income$336
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
% SABRINA GURROLA
Phone
6267322150
Address
1325 N GRAND AVE STE 200, COVINA, CA 91724

Signing Officer

Name
Mike Roddy
Title
Chairman
Phone
6267322150
Signed
2020-02-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
mike roddy
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
Catalina Kirby
Phone
2065963930
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 take 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 544 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/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO ENGAGE VOCATIONAL AND OCCUPATIONAL TRAINING AND UPGRADING OF EMPLOYEES WITH REGARD TO THE SKILLS REQUIRED TO PERFORM CONSTRUCTION VEHICLE DRIVING WORK.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
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IRS990/NetAssetsOrFundBalancesEOYAmt01989989
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt08064
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt027405
IRS990/OccupancyGrp/TotalAmt027405
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05600
IRS990/OfficeExpensesGrp/ProgramServicesAmt032903
IRS990/OfficeExpensesGrp/TotalAmt038503
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0144734
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0144734
IRS990/OtherExpensesGrp/Desc0EQUIPMENT MAINTENNANCE
IRS990/OtherExpensesGrp/Desc1FIELD AUDIT-DODGE REPORT
IRS990/OtherExpensesGrp/Desc2TRAINING SUPPLIES
IRS990/OtherExpensesGrp/Desc3LICENSE AND FEES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1375
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt019470
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt284906
IRS990/OtherExpensesGrp/ProgramServicesAmt38150
IRS990/OtherExpensesGrp/TotalAmt019470
IRS990/OtherExpensesGrp/TotalAmt1375
IRS990/OtherExpensesGrp/TotalAmt284906
IRS990/OtherExpensesGrp/TotalAmt38150
IRS990/OtherLiabilitiesGrp/BOYAmt0600
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IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0541206
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt040250
IRS990/PayrollTaxesGrp/TotalAmt040250
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0169494
IRS990/PensionPlanContributionsGrp/TotalAmt0169494
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt048358
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt058032
IRS990/PrincipalOfficerNm0mike roddy
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01073056
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01073056
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0216099
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010382
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0455734
IRS990/PYOtherRevenueAmt07416
IRS990/PYProgramServiceRevenueAmt01104318
IRS990/PYRevenuesLessExpensesAmt0-21335
IRS990/PYSalariesCompEmpBnftPaidAmt0903816
IRS990/PYTotalExpensesAmt01359550
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01338215
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt054557
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt08064
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01935432
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01989989
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0859058
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0803862
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt069018
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0589063
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0658081
IRS990ScheduleD/EquipmentGrp/BookValueAmt011213
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0476004
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0487217
IRS990ScheduleD/ExpensesSubtotalAmt01323775
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0576203
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0576203
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0205034
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0262997
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0468031
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1336
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSIT
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DEFERRED INCOME
IRS990ScheduleD/RevenueSubtotalAmt01378332
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 TAKE 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/TotalBookValueLandBuildingsAmt0861468
IRS990ScheduleD/TotalExpensesPerForm990Amt01323775
IRS990ScheduleD/TotalLiabilityAmt0936
IRS990ScheduleD/TotalRevenuePerForm990Amt01378332
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01378332
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01323775
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CONSTRUCTION TEAMSTERS VACATION-HOLIDAY

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,090,665
Liabilities
$100,676
Net assets
$1,989,989
Revenue
$1,378,332
Expenses
$1,323,775
Net income
$54,557
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
2019Detailed filing. Detailed filing data is available for this year.$2.09$0.10$1.99$1.38$1.32$0.05
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