Civic Intelligence

Contract Administration Trust Fund For

990 • Fiscal year 2015 • EIN 95-4122244

Oct 01, 2014 to Sep 30, 2015 • Filed on Nov 16, 2015

Organization ProfileN/A
533 South Fremont Avenue No 800Los Angeles, CA 90071

(213) 312-9022

Siviq Scores

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

Liabilities / Assets

87th percentile

0.10x

Higher debt load relative to assets than 87% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

94th percentile

0.25x

Higher debt load relative to revenue than 94% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Net Margin

20th percentile

-8.4%

Higher net margin than 20% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Asset Growth

27th percentile

-4.7%

Faster asset growth than 27% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

75th percentile

10%

Faster revenue growth than 75% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$426,058

Down $21,243 (-4.7%) from 2014

Net Assets

Down

$382,301

Down $14,784 (-3.7%) from 2014

Liabilities

Down

$43,757

Down $6,459 (-13%) from 2014

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin20th percentile

Revenue

Up

$175,670

Up $16,628 (+10%) from 2014

Expenses

Down

$190,454

Down $822 (-0.4%) from 2014

Net Income

Up

-$14,784

Up $17,450 (+54%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

2015

Assets$426,058
Liabilities$43,757
Net Assets$382,301
Open 2015 Filing

Operations Trend

Revenue Growth75th percentile

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

2015

Revenue$175,670
Expenses$190,454
Net Income-$14,784
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$175,670
Mission and Program Overview

Mission

Promote the general welfare of the carpentry industry.

Promote the general welfare of the carpentry industry

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$397,085$382,301▼ $14,784
Savings and Temporary Cash Investments$382,104$368,326▼ $13,778
Accounts Receivable$65,197$57,732▼ $7,465
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$447,301$426,058▼ $21,243
Liabilities
Accounts Payable and Accrued Expenses$50,216$43,757▼ $6,459
Total Liabilities$50,216$43,757▼ $6,459
Net Assets / Fund Balance
Total Net Assets Fund Balance$397,085$382,301▼ $14,784
Total Liabilities and Net Assets / Fund Balance$447,301$426,058▼ $21,243
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
J D HerronSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Fortune Alsweet Weiss & SchumanAdministrative Services533 S FREMONT AVENUE, Los Angeles, CA 90071$165,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$175,487
Investment Income
$183
Other Revenue
$0
Change in Net Assets
$-14,784

Audited Revenue Reconciliation

Revenue per Audited Statements
$175,670
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$175,670
Total Revenue per Form 990
$175,670
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$190,454
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-$8,800-$8,800
Fees for Services Accounting-$2,995-$2,995
Other Expenses$129--$129
All Other Expenses$10--$10
Total Functional Expenses$178,659$11,795$0$190,454

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$190,454
Total Expenses per Audited Statements$190,454
Total Expenses per Form 990$190,454
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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, Section B, Line 11

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

Form 990, Part VI, Section C, Line 19

“Organizational documents and financial information are available by appointment at the administrators office.”

Filing and Contact Details

Filer

Filer Name
Contract Administration Trust Fund for
EIN
95-4122244
Phone
2133129022
Address
533 SOUTH FREMONT AVENUE NO 800, LOS ANGELES, CA 90071

Signing Officer

Name
Mitch Weiss
Title
Administrator
Phone
2133129022
Signed
2015-11-16

Organization Details

Principal Officer
Mitch Weiss
Formed
1986
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Bernard Kotkin and Company Llp
Address
533 SOUTH FREMONT AVENUE SUITE 802, LOS ANGELES, CA 90071
Preparer
Vincent P Rogers
Phone
2138929090
Supplemental Narrative

Additional Explanations

FORM 990 PART XI - LINE 2B AND 2C:

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

Raw XML Appendix380 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt050216
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt043757
IRS990/AccountsReceivableGrp/BOYAmt065197
IRS990/AccountsReceivableGrp/EOYAmt057732
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROMOTE THE GENERAL WELFARE OF THE CARPENTRY INDUSTRY
IRS990/AllOtherExpensesGrp/ProgramServicesAmt010
IRS990/AllOtherExpensesGrp/TotalAmt010
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FORTUNE ALSWEET WEISS& SCHUMAN
IRS990/BooksInCareOfDetail/PhoneNum02133129022
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0533 SOUTH FREMONT AVE 800
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090071
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0165000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0533 S FREMONT AVENUE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0LOS ANGELES
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd090071
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0FORTUNE ALSWEET WEISS & SCHUMAN
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATIVE SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0183
IRS990/CYOtherExpensesAmt0190454
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0175487
IRS990/CYRevenuesLessExpensesAmt0-14784
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0190454
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0175670
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROMOTE THE GENERAL WELFARE OF THE CARPENTRY INDUSTRY AND TO SECURE THE COORDINATION OF VARIOUS PERSONS AND FIRMS ENGAGED IN THE CARPENTRY INDUSTRY TO ACHIEVE THIS END
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt0178659
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02995
IRS990/FeesForServicesAccountingGrp/TotalAmt02995
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt08800
IRS990/FeesForServicesLegalGrp/TotalAmt08800
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0J D HERRON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0175670
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0183
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0183
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROMOTE THE GENERAL WELFARE OF THE CARPENTRY INDUSTRY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0397085
IRS990/NetAssetsOrFundBalancesEOYAmt0382301
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE FEES- CO
IRS990/OtherExpensesGrp/Desc2SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3POSTAGE AND SHIPPING
IRS990/OtherExpensesGrp/ProgramServicesAmt0165000
IRS990/OtherExpensesGrp/ProgramServicesAmt113200
IRS990/OtherExpensesGrp/ProgramServicesAmt2320
IRS990/OtherExpensesGrp/ProgramServicesAmt3129
IRS990/OtherExpensesGrp/TotalAmt0165000
IRS990/OtherExpensesGrp/TotalAmt113200
IRS990/OtherExpensesGrp/TotalAmt2320
IRS990/OtherExpensesGrp/TotalAmt3129
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MITCH WEISS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0175487
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0175487
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0194
IRS990/PYOtherExpensesAmt0191276
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0158848
IRS990/PYRevenuesLessExpensesAmt0-32234
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0191276
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0159042
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-14784
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0397085
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0382301
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0382104
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0368326
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0190454
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0175670
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0190454
IRS990ScheduleD/TotalRevenuePerForm990Amt0175670
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0175670
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0190454
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY MITCH WEISS, ADMINISTRATOR, AFTER APPROVAL OF AUDITED FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATIONAL DOCUMENTS AND FINANCIAL INFORMATION ARE AVAILABLE BY APPOINTMENT AT THE ADMINISTRATORS OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES APPROVE THE AUDITED FINANCIAL STATEMENTS AT THEIR TRUSTEES MEETING. THE ANNUAL AUDITOR'S ENGAGEMENTS ARE APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART XI - LINE 2B AND 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NONE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0953687194
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0TO PROVIDE SERVICES TO AFFLILATED CARPENTERS TRUST FUNDS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0533 SOUTH FREMONT AVENUE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0LOS ANGELES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd090071
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt4NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt5NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SOUTHWEST CARPENTERS PENSION TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SOUTHWEST CARPENTERS APPRENTICESHIP TRAINING TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SOUTHWEST CARPENTERS VACATION TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4ACOUSTICAL INDUSTRY ADVANCEMENT FUND INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5CARPENTERS-CONTRACTORS COOPERATION COMMITTEE INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956042875
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1952106266
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2956042279
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3956042873
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4954127463
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5954121672
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401 (A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501 (C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501 (C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501 (C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4501 (C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt5501 (C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd5CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE PENSION BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE EDUCATION AND TRAINING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2TO PROVIDE VACATION BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3TO MEDICAL AND DENTAL BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4TO PROVIDE LABOR AND MANAGEMENT COMMUNICATIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt5TO IMPROVE CONDITIONS FOR THOSE ENGAGED IN THE CARPENTRY INDUSTRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt4NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt5NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0533 SOUTH FREMONT AVENUE
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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd4CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd5CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd090071
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd190071
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd290071
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd390071
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd490071
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd590071
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt013200
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CONTRACT AMOUNT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0447301
IRS990/TotalAssetsEOYAmt0426058
IRS990/TotalAssetsGrp/BOYAmt0447301
IRS990/TotalAssetsGrp/EOYAmt0426058
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011795
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0178659
IRS990/TotalFunctionalExpensesGrp/TotalAmt0190454
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt050216
IRS990/TotalLiabilitiesEOYAmt043757
IRS990/TotalLiabilitiesGrp/BOYAmt050216
IRS990/TotalLiabilitiesGrp/EOYAmt043757
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0397085
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0382301
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0178659
IRS990/TotalProgramServiceRevenueAmt0175487
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0175670
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0175670
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0447301
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0426058
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0533 S FREMONT AVENUE 800
IRS990/USAddress/CityNm0LOS ANGELES
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090071
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MITCH WEISS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02133129022
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONTRACT ADMINISTRATION 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 NO 800
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090071
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952556670
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERNARD KOTKIN AND COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0533 SOUTH FREMONT AVENUE SUITE 802
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090071
ReturnHeader/PreparerPersonGrp/PhoneNum02138929090
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VINCENT P ROGERS
ReturnHeader/ReturnTs02015-11-16T15:53:46-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$426,058
Liabilities
$43,757
Net assets
$382,301
Revenue
$175,670
Expenses
$190,454
Net income
-$14,784
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