Civic Intelligence

Contract Administration Trust Fund For

990 • Fiscal year 2017 • EIN 95-4122244

Oct 01, 2016 to Sep 30, 2017 • Filed on Jan 08, 2018

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

88th percentile

0.10x

Higher debt load relative to assets than 88% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

93rd percentile

0.17x

Higher debt load relative to revenue than 93% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

79th percentile

18%

Higher net margin than 79% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Asset Growth

55th percentile

5.4%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

96th percentile

51%

Faster revenue growth than 96% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$457,331

Up $23,360 (+5.4%) from 2016

Net Assets

Up

$412,387

Up $47,930 (+13%) from 2016

Liabilities

Down

$44,944

Down $24,570 (-35%) from 2016

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin79th percentile

Revenue

Up

$261,123

Up $87,709 (+51%) from 2016

Expenses

Up

$213,193

Up $21,935 (+11%) from 2016

Net Income

Up

$47,930

Up $65,774 (+369%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2017

Assets$457,331
Liabilities$44,944
Net Assets$412,387
Open 2017 Filing

Operations Trend

Revenue Growth96th 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

2017

Revenue$261,123
Expenses$213,193
Net Income$47,930
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jan 8, 2018
Return Version
2016v3.0
Gross Receipts
$261,123
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$364,457$412,387▲ $47,930
Savings and Temporary Cash Investments$362,123$385,683▲ $23,560
Accounts Receivable$71,848$71,648▼ $200
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$433,971$457,331▲ $23,360
Liabilities
Accounts Payable and Accrued Expenses$69,514$44,944▼ $24,570
Total Liabilities$69,514$44,944▼ $24,570
Net Assets / Fund Balance
Total Net Assets Fund Balance$364,457$412,387▲ $47,930
Total Liabilities and Net Assets / Fund Balance$433,971$457,331▲ $23,360
Compensation and Service Providers
Top Officer Pay47th 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
$260,792
Investment Income
$331
Other Revenue
$0
Change in Net Assets
$47,930

Audited Revenue Reconciliation

Revenue per Audited Statements
$261,123
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$261,123
Total Revenue per Form 990
$261,123
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$213,193
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
Other Expenses$1,747--$1,747
All Other Expenses$685--$685
Office Expenses$84--$84
Total Functional Expenses$200,598$12,595$0$213,193

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$213,193
Total Expenses per Audited Statements$213,193
Total Expenses per Form 990$213,193
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
Subject to proxy tax
No
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 11B

“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
2018-01-08

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.”

Financial Statement Notes

PART X, LINE 2:

“The contract administrative trust is exempt from income taxes under section 501 (c)(5) of the internal revenue code and under sections 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 liabliity (or asset) if the trust has taken an uncertain position that more likely than not would 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 periods in progress.”

Raw XML Appendix389 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/BOYAmt069514
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt044944
IRS990/AccountsReceivableGrp/BOYAmt071848
IRS990/AccountsReceivableGrp/EOYAmt071648
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROMOTE THE GENERAL WELFARE OF THE CARPENTRY INDUSTRY
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0685
IRS990/AllOtherExpensesGrp/TotalAmt0685
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/CYInvestmentIncomeAmt0331
IRS990/CYOtherExpensesAmt0213193
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0260792
IRS990/CYRevenuesLessExpensesAmt047930
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0213193
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0261123
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/ExpenseAmt0200598
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02995
IRS990/FeesForServicesAccountingGrp/TotalAmt02995
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt09600
IRS990/FeesForServicesLegalGrp/TotalAmt09600
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/GrossReceiptsAmt0261123
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0331
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0331
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
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/NetAssetsOrFundBalancesBOYAmt0364457
IRS990/NetAssetsOrFundBalancesEOYAmt0412387
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt084
IRS990/OfficeExpensesGrp/TotalAmt084
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc1PRINTING
IRS990/OtherExpensesGrp/Desc2ADMINISTRATIVE FEES- CO
IRS990/OtherExpensesGrp/Desc3POSTAGE AND SHIPPING
IRS990/OtherExpensesGrp/ProgramServicesAmt0165000
IRS990/OtherExpensesGrp/ProgramServicesAmt119882
IRS990/OtherExpensesGrp/ProgramServicesAmt213200
IRS990/OtherExpensesGrp/ProgramServicesAmt31747
IRS990/OtherExpensesGrp/TotalAmt0165000
IRS990/OtherExpensesGrp/TotalAmt119882
IRS990/OtherExpensesGrp/TotalAmt213200
IRS990/OtherExpensesGrp/TotalAmt31747
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MITCH WEISS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0260792
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0260792
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0232
IRS990/PYOtherExpensesAmt0191258
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0173182
IRS990/PYRevenuesLessExpensesAmt0-17844
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0191258
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0173414
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt047930
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0364457
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0412387
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0362123
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0385683
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0213193
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0261123
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE CONTRACT ADMINISTRATIVE TRUST IS EXEMPT FROM INCOME TAXES UNDER SECTION 501 (C)(5) OF THE INTERNAL REVENUE CODE AND UNDER SECTIONS 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 LIABLIITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD 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 PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0213193
IRS990ScheduleD/TotalRevenuePerForm990Amt0261123
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0261123
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0213193
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 11B
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/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0433971
IRS990/TotalAssetsEOYAmt0457331
IRS990/TotalAssetsGrp/BOYAmt0433971
IRS990/TotalAssetsGrp/EOYAmt0457331
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012595
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0200598
IRS990/TotalFunctionalExpensesGrp/TotalAmt0213193
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt069514
IRS990/TotalLiabilitiesEOYAmt044944
IRS990/TotalLiabilitiesGrp/BOYAmt069514
IRS990/TotalLiabilitiesGrp/EOYAmt044944
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0364457
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0412387
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0200598
IRS990/TotalProgramServiceRevenueAmt0260792
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0261123
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0261123
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0433971
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0457331
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/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MITCH WEISS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02133129022
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-08
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/FilingSecurityInformation/AtSubmissionCreationDeviceId09A4E9C12703A82D5F5ADD96D63A67F5DC4E17471
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09A4E9C12703A82D5F5ADD96D63A67F5DC4E17471
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.180.88.97
ReturnHeader/FilingSecurityInformation/IPDt02018-01-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm008:18:24
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/ReturnTs02018-01-08T13:59:05-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$457,331
Liabilities
$44,944
Net assets
$412,387
Revenue
$261,123
Expenses
$213,193
Net income
$47,930
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