Civic Intelligence

Contract Administration Trust Fund For

990 • Fiscal year 2018 • EIN 95-4122244

Oct 01, 2017 to Sep 30, 2018 • Filed on Dec 03, 2018

533 South Fremont AvenueLos Angeles, CA 90071

(213) 312-9022

Siviq Scores

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

Liabilities / Assets

79th percentile

0.10x

Higher debt load relative to assets than 79% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

0.20x

Higher debt load relative to revenue than 86% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Net Margin

94th percentile

38%

Higher net margin than 94% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Asset Growth

89th percentile

28%

Faster asset growth than 89% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

84th percentile

15%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$585,015

Up $127,684 (+28%) from 2017

Net Assets

Up

$526,171

Up $113,784 (+28%) from 2017

Liabilities

Up

$58,844

Up $13,900 (+31%) from 2017

Revenue

Up

$301,190

Up $40,067 (+15%) from 2017

Expenses

Down

$187,406

Down $25,787 (-12%) from 2017

Net Income

Up

$113,784

Up $65,854 (+137%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $495,749Liabilities 2011: $46,085Net Assets 2011: $449,6642011Assets 2012: $518,504Liabilities 2012: $55,543Net Assets 2012: $462,9612012Assets 2013: $480,080Liabilities 2013: $50,761Net Assets 2013: $429,3192013Assets 2014: $447,301Liabilities 2014: $50,216Net Assets 2014: $397,0852014Assets 2015: $426,058Liabilities 2015: $43,757Net Assets 2015: $382,3012015Assets 2016: $433,971Liabilities 2016: $69,514Net Assets 2016: $364,4572016Assets 2017: $457,331Liabilities 2017: $44,944Net Assets 2017: $412,3872017Assets 2018: $585,015Liabilities 2018: $58,844Net Assets 2018: $526,1712018Assets 2019: $707,399Liabilities 2019: $72,453Net Assets 2019: $634,9462019Assets 2020: $791,447Liabilities 2020: $86,254Net Assets 2020: $705,1932020Assets 2021: $853,876Liabilities 2021: $63,488Net Assets 2021: $790,3882021Assets 2022: $900,388Liabilities 2022: $75,003Net Assets 2022: $825,3852022Assets 2023: $1,017,292Liabilities 2023: $95,826Net Assets 2023: $921,4662023Assets 2024: $1,119,809Liabilities 2024: $110,296Net Assets 2024: $1,009,5132024Assets 2025: $1,181,628Liabilities 2025: $108,921Net Assets 2025: $1,072,7072025

Highlighted filing

2018

Assets$585,015
Liabilities$58,844
Net Assets$526,171

Operations Trend

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $161,298Expenses 2011: $191,504Net Income 2011: -$30,2062011Expenses 2012: $191,1922012Revenue 2013: $178,431Expenses 2013: $212,073Net Income 2013: -$33,6422013Revenue 2014: $159,042Expenses 2014: $191,276Net Income 2014: -$32,2342014Revenue 2015: $175,670Expenses 2015: $190,454Net Income 2015: -$14,7842015Revenue 2016: $173,414Expenses 2016: $191,258Net Income 2016: -$17,8442016Revenue 2017: $261,123Expenses 2017: $213,193Net Income 2017: $47,9302017Revenue 2018: $301,190Expenses 2018: $187,406Net Income 2018: $113,7842018Revenue 2019: $308,424Expenses 2019: $199,649Net Income 2019: $108,7752019Revenue 2020: $251,507Expenses 2020: $181,260Net Income 2020: $70,2472020Revenue 2021: $271,252Expenses 2021: $186,057Net Income 2021: $85,1952021Revenue 2022: $238,263Expenses 2022: $203,266Net Income 2022: $34,9972022Revenue 2023: $270,007Expenses 2023: $173,926Net Income 2023: $96,0812023Revenue 2024: $262,310Expenses 2024: $174,263Net Income 2024: $88,0472024Revenue 2025: $238,825Expenses 2025: $175,631Net Income 2025: $63,1942025

Highlighted filing

2018

Revenue$301,190
Expenses$187,406
Net Income$113,784
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Dec 3, 2018
Return Version
2017v2.2
Gross Receipts
$301,190
Mission and Program Overview

Mission

Promote the general welfare of the carpentry industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$412,387$526,171▲ $113,784
Savings and Temporary Cash Investments$385,683$500,572▲ $114,889
Accounts Receivable$71,648$84,443▲ $12,795
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$457,331$585,015▲ $127,684
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$44,944$58,844▲ $13,900
Total Liabilities$44,944$58,844▲ $13,900
Net Assets / Fund Balance
Total Net Assets Fund Balance$412,387$526,171▲ $113,784
Total Liabilities and Net Assets / Fund Balance$457,331$585,015▲ $127,684
Compensation and Service Providers

Board Members and Trustees

NameTitle
J D HerronSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Fortune Alsweetweiss & Schuman INCAdmin. Service533 S FREMONT AVENUE SUITE 802, Los Angeles, CA 90071$165,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$300,626
Investment Income
$564
Other Revenue
$0
Change in Net Assets
$113,784

Audited Revenue Reconciliation

Revenue per Audited Statements
$301,190
Total Revenue per Audited Statements
$301,190
Total Revenue per Form 990
$301,190
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$187,406
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Legal$9,600--$9,600
Fees for Services Accounting-$2,995-$2,995
All Other Expenses$106--$106
Other Expenses$78--$78
Total Functional Expenses$184,411$2,995$0$187,406

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$187,406
Total Expenses per Audited Statements$187,406
Total Expenses per Form 990$187,406
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 is reviewed by mitch weiss, administrator, after approval of the audited financial statements.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Organiztion documents and financial information are available by appointment at the adminstrators office.

Filing and Contact Details

Filer

Filer Name
Contract Administion Trust Fund for
EIN
95-4122244
Phone
2133129022
Address
533 SOUTH FREMONT AVENUE, LOS ANGELES, CA 90071

Signing Officer

Name
Mitch Weiss
Title
Administrator
Signed
2018-12-03
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Mcmenomy & Associates Cpas Llp
Address
876 N Mountain Ave Ste 105, Upland, CA 91786
Preparer
Vincent P Rogers
Phone
9092942350
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

The board of directors approve the audited financial statements at their annual directors meeting. The annual auditor's engagements are approved by the board of directors.

Financial Statement Notes

Part X : FIN48 Footnote

The contract administrative trust is exempt from income taxes under section 501(c)(5) of the internal revenue code and under section 23701 (a) of the revenue and taxation code of the state of california. Accounting principles generally accepted in the united states of america require the trust to evaluate tax positions taken by the trust and recognize a tax laibility (or asset) if the trust has taken an uncertain position that more likely than not be sustained upon examination by the internal revenue service. The trust is subject to routine audits by taxing jurisdictions: however, there are currently no audits for any tax period in progress.

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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/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Secretary
IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990/FSAuditedInd0true
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0301190
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0564
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0564
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
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IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/TotalAmt00
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IRS990/OtherExpensesGrp/Desc1CONTRIBUTION ACCOUNTING FEE
IRS990/OtherExpensesGrp/Desc2SUBSCRIPTIONS
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CONTRACT ADMINISTRATIVE TRUST IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AND UNDER SECTION 23701 (A) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE TRUST TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LAIBILITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS: HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY MITCH WEISS, ADMINISTRATOR, AFTER APPROVAL OF THE AUDITED FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZTION DOCUMENTS AND FINANCIAL INFORMATION ARE AVAILABLE BY APPOINTMENT AT THE ADMINSTRATORS OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS APPROVE THE AUDITED FINANCIAL STATEMENTS AT THEIR ANNUAL DIRECTORS MEETING. THE ANNUAL AUDITOR'S ENGAGEMENTS ARE APPROVED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XII, Line 2: Change of Oversight or Selection Process
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt5NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SOUTHWEST CARPENTERS PENSION TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SOUTHWEST CARPENTERS APPRENTICESHIP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SOUTHWEST CARPENTERS VACATION TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3SOUTHWEST CARPETNERS HEALTH & WELFARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4ACOUSTICAL INDUSTRY ADVANCEMENT FUND INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5CARP CONTRACTORS CO-OP COMMITTEE INC
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE PENSION BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE EDUCATION AND TRAINING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2TO PROVIDE VACATION BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3TO PROVIDE MEDICAL AND DENTAL BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4TO PRVIDE LABOR MANAGEMENT COMMUNICATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5TO IMPROVE CONDITIONS FOR CARPENTRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0NONE
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1533 SOUTH FREMONT AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2533 SOUTH FREMONT AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3533 SOUTH FREMONT AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt4533 SOUTH FREMONT AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt5533 SOUTH FREMONT AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4LOS ANGELES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm5LOS ANGELES
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0184411
IRS990/TotalFunctionalExpensesGrp/TotalAmt0187406
IRS990/TotalGrossUBIAmt00
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IRS990/TotalProgramServiceExpensesAmt0184411
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0301190
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0457331
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0585015
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0NA
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MITCH WEISS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONTRACT ADMINISTION TRUST FUND FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CARPENTERS-MANAGEMENT RELATIONS
ReturnHeader/Filer/BusinessNameControlTxt0CONT
ReturnHeader/Filer/EIN0954122244
ReturnHeader/Filer/PhoneNum02133129022
ReturnHeader/Filer/USAddress/AddressLine1Txt0533 SOUTH FREMONT AVENUE
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090071
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461559312

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.18$0.11$1.07$0.24$0.18$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.11$1.01$0.26$0.17$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.02$0.10$0.92$0.27$0.17$0.10
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.08$0.83$0.24$0.20$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.85$0.06$0.79$0.27$0.19$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.09$0.71$0.25$0.18$0.07
2019Summary only. Only limited summary data is available for this year.$0.71$0.07$0.63$0.31$0.20$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.59$0.06$0.53$0.30$0.19$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.04$0.41$0.26$0.21$0.05
2016Summary only. Only limited summary data is available for this year.$0.43$0.07$0.36$0.17$0.19$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.43$0.04$0.38$0.18$0.19$0.01
2014Summary only. Only limited summary data is available for this year.$0.45$0.05$0.40$0.16$0.19$0.03
2013Summary only. Only limited summary data is available for this year.$0.48$0.05$0.43$0.18$0.21$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.06$0.46$0.19
2011Summary only. Only limited summary data is available for this year.$0.50$0.05$0.45$0.16$0.19$0.03