Civic Intelligence

Construction Teamsters Training and Upgrading Fund for Southern California

990 • Fiscal year 2023 • EIN 95-3019814

Apr 01, 2022 to Mar 31, 2023 • Filed on Feb 08, 2024

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

42nd percentile

0.03x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

42nd percentile

0.05x

Higher debt load relative to revenue than 42% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

20th percentile

-13%

Higher net margin than 20% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

14th percentile

-8.8%

Faster asset growth than 14% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

32nd percentile

-3.6%

Faster revenue growth than 32% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Flat

$2,116,948

Flat from 2023

Net Assets

Flat

$2,043,418

Flat from 2023

Liabilities

Flat

$73,530

Flat from 2023

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin20th percentile

Revenue

Flat

$1,487,703

Flat from 2023

Expenses

Flat

$1,686,869

Flat from 2023

Net Income

Flat

-$199,166

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth14th 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 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

2023

Assets$2,116,948
Liabilities$73,530
Net Assets$2,043,418
Open 2023 Filing

Operations Trend

Revenue Growth32nd 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 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

2023

Revenue$1,487,703
Expenses$1,686,869
Net Income-$199,166
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2022 to Mar 31, 2023
Signed
Feb 8, 2024
Return Version
2022v5.0
Gross Receipts
$1,487,703
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$2,242,584$2,043,418▼ $199,166
Land, Buildings, and Equipment, Net$878,061$991,833▲ $113,772
Cash and Non-Interest-Bearing Accounts$1,223,098$881,491▼ $341,607
Accounts Receivable$180,391$181,133▲ $742
Prepaid Expenses and Deferred Charges$30,764$52,412▲ $21,648
Savings and Temporary Cash Investments$10,066$10,079▲ $13
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$2,322,380$2,116,948▼ $205,432
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$79,196$73,530▼ $5,666
Other Liabilities$600$0▼ $600
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$79,796$73,530▼ $6,266
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,242,584$2,043,418▼ $199,166
Total Liabilities and Net Assets / Fund Balance$2,322,380$2,116,948▼ $205,432

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$233,190$565,966$799,156
Buildings$37,726$647,942$685,668
Land$576,203-$576,203
Leasehold Improvements$144,714$323,317$468,031
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Caesar BorjasLabor Trustee
Cliff BathamLabor Trustee
Erik LagafuainaLabor Trustee
Robert StanleyLabor Trustee
John CooperManagement Trustee
Ray BacaManagement Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$229,743
Program Service Revenue
$1,243,809
Investment Income
$5,013
Other Revenue
$9,138
Change in Net Assets
$-199,166

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,487,703
Total Revenue per Audited Statements
$1,487,703
Total Revenue per Form 990
$1,487,703
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,081,180
Other Expenses$605,689
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$621,300$0$0$621,300
Pension Plan Contributions$203,660$0$0$203,660
Other Employee Benefits$203,506$0$0$203,506
Other Expenses$158,272$0$0$158,272
Fees for Services Management$0$78,087$0$78,087
Depreciation Depletion$75,641$0$0$75,641
Travel$58,562$0$0$58,562
Payroll Taxes$52,714$0$0$52,714
Office Expenses$48,081$4,439$0$52,520
Insurance$41,067$5,071$0$46,138
Occupancy$39,077$0$0$39,077
Fees for Services Accounting$0$31,268$0$31,268
Conferences and Meetings$0$7,982$0$7,982
Fees for Services Legal$0$7,356$0$7,356
Total Functional Expenses$1,552,181$134,688$0$1,686,869

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,686,869
Total Expenses per Audited Statements$1,686,869
Total Expenses per Form 990$1,686,869
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, 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
EIN
95-3019814
In Care Of
% ZENITH AMERICAN SOLUTIONS
Phone
6267322150
Address
1325 N GRAND AVE STE 200, COVINA, CA 91724

Signing Officer

Name
John Cooper
Title
Trustess
Phone
6267322150
Signed
2024-02-08
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
11
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
2101 4TH AVE STE 1830, SEATLLE, WA 98121-2345
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.”

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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
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
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IRS990/NetAssetsOrFundBalancesEOYAmt02043418
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05000
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05000
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt09138
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt09138
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt039077
IRS990/OccupancyGrp/TotalAmt039077
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04439
IRS990/OfficeExpensesGrp/ProgramServicesAmt048081
IRS990/OfficeExpensesGrp/TotalAmt052520
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0203506
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0203506
IRS990/OtherExpensesGrp/Desc0EQUIPMENT MAINTENANCE FEES
IRS990/OtherExpensesGrp/Desc1FIELD AUDIT-DODGE REPORT
IRS990/OtherExpensesGrp/Desc2LICENSE FEES
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1485
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt040489
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt29812
IRS990/OtherExpensesGrp/ProgramServicesAmt3158272
IRS990/OtherExpensesGrp/TotalAmt040489
IRS990/OtherExpensesGrp/TotalAmt1485
IRS990/OtherExpensesGrp/TotalAmt29812
IRS990/OtherExpensesGrp/TotalAmt3158272
IRS990/OtherLiabilitiesGrp/BOYAmt0600
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0621300
IRS990/OtherSalariesAndWagesGrp/TotalAmt0621300
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt052714
IRS990/PayrollTaxesGrp/TotalAmt052714
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0203660
IRS990/PensionPlanContributionsGrp/TotalAmt0203660
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt030764
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt052412
IRS990/PrincipalOfficerNm0MIKE RODDY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01243809
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01243809
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0219208
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt016057
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0481679
IRS990/PYOtherRevenueAmt08610
IRS990/PYProgramServiceRevenueAmt01299045
IRS990/PYRevenuesLessExpensesAmt0127480
IRS990/PYSalariesCompEmpBnftPaidAmt0933761
IRS990/PYTotalExpensesAmt01415440
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01542920
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-199166
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt09138
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02242584
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02043418
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010066
IRS990/SavingsAndTempCashInvstGrp/EOYAmt010079
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt037726
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0647942
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0685668
IRS990ScheduleD/EquipmentGrp/BookValueAmt0233190
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0565966
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0799156
IRS990ScheduleD/ExpensesSubtotalAmt01686869
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0576203
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0576203
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0144714
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0323317
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0468031
IRS990ScheduleD/RevenueSubtotalAmt01487703
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/TotalBookValueLandBuildingsAmt0991833
IRS990ScheduleD/TotalExpensesPerForm990Amt01686869
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt01487703
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01487703
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01686869
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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL 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/ExplanationTxt3MEMBERS 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:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VII, SECTION A, COLUMN (E):
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,116,948
Liabilities
$73,530
Net assets
$2,043,418
Revenue
$1,487,703
Expenses
$1,686,869
Net income
-$199,166
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
2023Detailed filing. Detailed filing data is available for this year.$2.12$0.07$2.04$1.49$1.69$0.20
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