Civic Intelligence

Brick Masons Health and Welfare Trust Fund

990 • Fiscal year 2017 • EIN 95-6041102

May 01, 2016 to Apr 30, 2017 • Filed on Feb 07, 2018

1050 Lakes Drive No 120West Covina, CA 91790-2910

(626) 646-1090

Siviq Scores

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

Liabilities / Assets

89th percentile

0.58x

Higher debt load relative to assets than 89% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

91st percentile

0.51x

Higher debt load relative to revenue than 91% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

59th percentile

8.4%

Higher net margin than 59% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

50th percentile

$1

Higher top officer pay than 50% of similar nonprofits.

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

70th percentile

15%

Faster asset growth than 70% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

52nd percentile

6.2%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Assets

Up

$6,802,322

Up $900,739 (+15%) from 2016

Net Assets

Up

$2,847,787

Up $667,759 (+31%) from 2016

Liabilities

Up

$3,954,535

Up $232,980 (+6.3%) from 2016

Revenue

Up

$7,777,962

Up $455,126 (+6.2%) from 2016

Expenses

Down

$7,126,850

Down $136,221 (-1.9%) from 2016

Net Income

Up

$651,112

Up $591,347 (+989%) from 2016

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $9,109,449Liabilities 2011: $2,600,882Net Assets 2011: $6,508,5672011Assets 2012: $8,315,988Liabilities 2012: $3,038,449Net Assets 2012: $5,277,5392012Assets 2013: $7,805,013Liabilities 2013: $3,445,616Net Assets 2013: $4,359,3972013Assets 2014: $6,551,366Liabilities 2014: $3,424,697Net Assets 2014: $3,126,6692014Assets 2015: $5,878,427Liabilities 2015: $3,667,486Net Assets 2015: $2,210,9412015Assets 2016: $5,901,583Liabilities 2016: $3,721,555Net Assets 2016: $2,180,0282016Assets 2017: $6,802,322Liabilities 2017: $3,954,535Net Assets 2017: $2,847,7872017Assets 2018: $7,570,344Liabilities 2018: $4,273,488Net Assets 2018: $3,296,8562018Assets 2019: $6,515,670Liabilities 2019: $4,596,200Net Assets 2019: $1,919,4702019Assets 2020: $8,370,186Liabilities 2020: $5,125,344Net Assets 2020: $3,244,8422020Assets 2021: $10,351,687Liabilities 2021: $5,672,379Net Assets 2021: $4,679,3082021Assets 2022: $10,386,497Liabilities 2022: $4,469,075Net Assets 2022: $5,917,4222022Assets 2023: $10,266,287Liabilities 2023: $3,737,107Net Assets 2023: $6,529,1802023Assets 2024: $10,497,893Liabilities 2024: $3,431,193Net Assets 2024: $7,066,7002024Assets 2025: $10,811,733Liabilities 2025: $3,703,942Net Assets 2025: $7,107,7912025

Highlighted filing

2017

Assets$6,802,322
Liabilities$3,954,535
Net Assets$2,847,787

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $4,527,217Expenses 2011: $5,195,373Net Income 2011: -$668,1562011Revenue 2012: $4,414,542Expenses 2012: $5,745,230Net Income 2012: -$1,330,6882012Revenue 2013: $5,488,797Expenses 2013: $5,935,265Net Income 2013: -$446,4682013Revenue 2014: $4,986,577Expenses 2014: $6,226,112Net Income 2014: -$1,239,5352014Revenue 2015: $5,137,394Expenses 2015: $6,034,674Net Income 2015: -$897,2802015Revenue 2016: $7,322,836Expenses 2016: $7,263,071Net Income 2016: $59,7652016Revenue 2017: $7,777,962Expenses 2017: $7,126,850Net Income 2017: $651,1122017Revenue 2018: $8,084,750Expenses 2018: $8,194,139Net Income 2018: -$109,3892018Revenue 2019: $7,362,443Expenses 2019: $8,793,584Net Income 2019: -$1,431,1412019Revenue 2020: $9,925,496Expenses 2020: $8,919,976Net Income 2020: $1,005,5202020Revenue 2021: $10,424,656Expenses 2021: $9,170,500Net Income 2021: $1,254,1562021Revenue 2022: $9,666,490Expenses 2022: $7,923,683Net Income 2022: $1,742,8072022Revenue 2023: $8,705,369Expenses 2023: $7,774,537Net Income 2023: $930,8322023Revenue 2024: $7,620,751Expenses 2024: $7,074,353Net Income 2024: $546,3982024Revenue 2025: $6,931,997Expenses 2025: $7,941,785Net Income 2025: -$1,009,7882025

Highlighted filing

2017

Revenue$7,777,962
Expenses$7,126,850
Net Income$651,112
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Feb 7, 2018
Return Version
2016v3.0
Gross Receipts
$7,998,818
Mission and Program Overview

Mission

Provide medical, dental, vision, life insurance and other benefits to eligible participants.

To provide health benefits to eligible members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,151,609$4,758,220▲ $606,611
Rtn Earn Endowment Incm Other Fnds$2,180,028$2,847,787▲ $667,759
Cash and Non-Interest-Bearing Accounts$961,494$1,176,528▲ $215,034
Accounts Receivable$769,220$843,192▲ $73,972
Prepaid Expenses and Deferred Charges$3,518$5,036▲ $1,518
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,901,583$6,802,322▲ $900,739
Other Assets Total$15,742$19,346▲ $3,604
Liabilities
Other Liabilities$3,671,871$3,939,361▲ $267,490
Accounts Payable and Accrued Expenses$49,684$15,174▼ $34,510
Total Liabilities$3,721,555$3,954,535▲ $232,980
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,180,028$2,847,787▲ $667,759
Total Liabilities and Net Assets / Fund Balance$5,901,583$6,802,322▲ $900,739
Compensation and Service Providers

Employees

NameTitleOtherTotal
See Schedule O for CompensationPaid by Related Organizations$1$1

Board Members and Trustees

NameTitle
Jimmy SmithChairman/trustee
Chad BoggioAlternate Trustee
Christ BrissonAlternate Trustee
John ChryslerAlternate Trustee
Daniel GarciaSecretary/trustee
Dana KempTrustee
Dick WhitneyTrustee
Doug SlesTrustee
Frank SmithTrustee
Kenneth TejedaTrustee
Lupe Aldaco JrTrustee
Robert CollinsTrustee - Past

Highest Paid Contractors

ContractorServicesLocationCompensation
Benesys INCAdministrative Fees1050 LAKES DRIVE SUITE 120, West Covina, CA 91790$202,990
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$7,647,730
Investment Income
$124,787
Other Revenue
$5,445
Change in Net Assets
$651,112

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,743,917
Revenue Not Reported on Financial Statements
$34,045
Revenue Not Reported on Form 990
$16,647
Total Revenue per Audited Statements
$7,760,564
Total Revenue per Form 990
$7,777,962
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$404,404
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
Benefits to Members---$6,722,446
Fees for Services Management---$196,123
Fees for Services Other---$84,255
Fees for Service Investment Mgmnt Fees---$34,045
Fees for Services Accounting---$27,127
Fees for Services Legal---$21,969
Office Expenses---$19,044
Insurance---$16,505
Conferences and Meetings---$5,336
Total Functional Expenses$0$0$0$7,126,850

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,126,850
Expenses per Audited Statements$6,863,105
Total Expenses per Audited Statements$6,863,105
Expenses Not Reported on Financial Statements$263,745
Other Expense Adjustments$229,700
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accumulated Eligibility Credits$3,533,000
Claims Payable and Incurred But Not Reported$285,200
Reciprocity Payable$121,161
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The plan has a contract with benesys, inc. To provide day-to-day administrative services for the organization.

Form 990, Part VI, Section A, Line 8B

No committee with the authority to act on behalf of the governing body exists.

Form 990, Part VI, Section B, Line 11B

The form 990 is provided to the governing body for their review and comments prior to filing the return with the irs.

Form 990, Part VI, Section B, Line 12C

Each individual trustee is required to disclose to the full board of trustees any significant transaction or relationship that reasonably could be expected to give rise to a conflict of interest when interviewing new vendors or service providers. If a trustee discloses a conflict of interest, he or she is dismissed from the discussion and vote.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict-of-interest policy and financial statements available to the public upon request.

FORM 990, PART VII, LINE 1A:

Trustees are not compensated by the trust. Compensation paid to trustees employed by other related organizations is reported on the form 990 filed with the internal revenue service by the related tax-exemmpt organization. If you would like additional information, please contact the third-party administrator, benesys, inc.

Filing and Contact Details

Filer

Filer Name
Brick Masons
EIN
95-6041102
Phone
6266461090
Address
1050 LAKES DRIVE NO 120, WEST COVINA, CA 91790-2910

Signing Officer

Name
Lupe Aldaco Jr
Title
Trustee
Phone
6266461090
Signed
2018-02-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jimmy Smith
Formed
1960
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
600 PARKWAY WEST STE 300, ORANGE, CA 92868-7901
Preparer
Richard G Thiermann
Phone
7142570100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

The board of trustees is responsible for oversight of the annual audit and selection of the independent accountant. The process has not changed from prior year.

Financial Statement Notes

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require management to evaluate the tax positions taken by the plan and to recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan has analyzed the tax positions taken by the plan and has concluded that, as of april 30, 2017, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The plan is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan believes it is no longer subject to income tax examinations for the fiscal years prior to 2014.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Change in benefit obligations

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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/MissionDesc0PROVIDE MEDICAL, DENTAL, VISION, LIFE INSURANCE AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02180028
IRS990/NetAssetsOrFundBalancesEOYAmt02847787
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1291
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1291
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt016647
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt019044
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt015742
IRS990/OtherAssetsTotalGrp/EOYAmt019346
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt03671871
IRS990/OtherLiabilitiesGrp/EOYAmt03939361
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05445
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05445
IRS990/OtherRevenueTotalAmt05445
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03518
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05036
IRS990/PrincipalOfficerNm0JIMMY SMITH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07400994
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1246736
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07400994
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1246736
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt06881046
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0123350
IRS990/PYOtherExpensesAmt0382025
IRS990/PYOtherRevenueAmt020370
IRS990/PYProgramServiceRevenueAmt07179116
IRS990/PYRevenuesLessExpensesAmt059765
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt07263071
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07322836
IRS990/ReconcilationRevenueExpnssAmt0651112
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02180028
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02847787
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0263745
IRS990ScheduleD/ExpensesSubtotalAmt06863105
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt034045
IRS990ScheduleD/InvestmentExpensesNotIncldAmt034045
IRS990ScheduleD/NetUnrealizedGainsInvstAmt016647
IRS990ScheduleD/OtherExpensesNotIncludedAmt0229700
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0285200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13533000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2121161
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE AND INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCUMULATED ELIGIBILITY CREDITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RECIPROCITY PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt016647
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt034045
IRS990ScheduleD/RevenueSubtotalAmt07743917
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE PLAN AND TO RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF APRIL 30, 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2014.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt07126850
IRS990ScheduleD/TotalLiabilityAmt03939361
IRS990ScheduleD/TotalRevenuePerForm990Amt07777962
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt07760564
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06863105
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS A CONTRACT WITH BENESYS, INC. TO PROVIDE DAY-TO-DAY ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PROVIDED TO THE GOVERNING BODY FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING THE RETURN WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH INDIVIDUAL TRUSTEE IS REQUIRED TO DISCLOSE TO THE FULL BOARD OF TRUSTEES ANY SIGNIFICANT TRANSACTION OR RELATIONSHIP THAT REASONABLY COULD BE EXPECTED TO GIVE RISE TO A CONFLICT OF INTEREST WHEN INTERVIEWING NEW VENDORS OR SERVICE PROVIDERS. IF A TRUSTEE DISCLOSES A CONFLICT OF INTEREST, HE OR SHE IS DISMISSED FROM THE DISCUSSION AND VOTE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES ARE NOT COMPENSATED BY THE TRUST. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMMPT ORGANIZATION. IF YOU WOULD LIKE ADDITIONAL INFORMATION, PLEASE CONTACT THE THIRD-PARTY ADMINISTRATOR, BENESYS, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, LINE 1A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0753170885
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0T
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct00.57190
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0BOND DEPOSITS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BRICK MASONS BOND TRUST FUND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01050 LAKES DR STE 120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0WEST COVINA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd091790
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BRICK MASONS APPRENTICESHIP & TRAINING TRUST FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1BRICK MASONS PENSION TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2SOUTHERN CALIFORNIA BRICKLAYERS PENSION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3BRICKLAYERS AND ALLIED CRAFTWORKERS LOCAL 4 CALIFORNIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956132893
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1956093333
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2956835541
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3950865935
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TRAINING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1RETIREMENT BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2RETIREMENT BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3MEMBER REPRESENTATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01050 LAKES DR STE 120
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11050 LAKES DR STE 120
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21050 LAKES DR STE 120
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt312921 RAMONA BLVD STE F
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WEST COVINA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1WEST COVINA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2WEST COVINA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3IRWINDALE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd091790
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd191790
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd291790
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd391706
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd01
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION IS A TAFT-HARTLEY MULTIEMPLOYER TRUST THAT PROVIDES HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. AS OF APRIL 30, 2017, THERE ARE APPROXIMATELY 69 EMPLOYERS THAT CONTRIBUTE TO THE TRUST. THE ADMINISTRATIVE OFFICE MAINTAINS A DATABASE OF THESE CONTRIBUTING EMPLOYERS, INCLUDING NAMES, ADDRESSES AND OTHER CONTACT INFORMATION. THE FEDERAL TAX CLASSIFICATION (DISREGARDED ENTITY, TAX-EXEMPT ORGANIZATION, PARTNERSHIP, TAXABLE CORPORATION OR TRUST) FOR EACH CONTRIBUTING EMPLOYER IS NOT ON FILE WITH THE ADMINISTRATIVE OFFICE AND IT COULD NOT BE REASONABLY OBTAINED. AS A RESULT THE NAMES OF THE CONTRIBUTING EMPLOYERS ARE LISTED ON THE VII BELOW AND NOT ON PARTS II THROUGH IV BY FEDERAL TAX CLASSIFICATION. ADVANCED CONSTRS CORP AGI MARBLE COMPANY ALL AMERICAN ASPHALT AMERICAN TILE & BRICK ARSI CORPORATION B&B INDUSTRIAL SERVICE BIELSKI SPECIALTY SERVICE BRATTON MASONRY INC BRICKLAYERS LOCAL #4 CALIFORNIA GRANITE & FLOORING CARNEVALE & LOHR CARRARA MARBLE CARRIER MAUSOLEUMS CONSTR CHRISTIAN REGENFUSS MASONRY, INC CITY OF LOS ANGELES CLEVELAND MARBLE COLUMBIA STONE INC CORNERSTONE MASONRY INC CORNERSTONE MASONRY- PSA CORRADINI CORPORATION DEPARTMENT OF GENERAL SERVICES DEPT OF CORR&REHAB/CAPITA DEPT OF WATER & POWER DORFMEIER MASONRY INC DSM CONSTRUCTION INC ENTERPRISE CONSTRUCTION - PLA FRANK S. SMITH MASONRY, INC GINGER J. - PSA GMAC CONSTRUCTION GRANSTROM MASONRY INC GRIFFITH COMPANY HENSON COMPANY INC INDUSTRIAL MASONRY INC J B MARBLE COMPANY J. A. LYNCH MASONRY J.T. THORPE & SON, INC JOINT APPR COMMITTEE KRETSCHMAR & SMITH INC L JOHNSON CONSTRUCTION INC LINDERO MASONRY LNA CONCRETE MASONRY CONCEPTS INC METRO BUILDERS & ENGINEER MILCO CONSTRUCTORS INC NEW GENERATION ENGINEERING NIBBELINK MASONRY - PLA NUWAY INC - PLA PALMER FRANK C MASONRY PAVER PLUS INC - PSA R & R MASONRY INC RECON REFRACTORY & CONSTR REGAL INDUSTRIES, INC. REYCON CONSTRUCTION INC REYES ELECTRIAL CONTRACTOR, INC - PLA REYES MASONRY CONTRACTORS SADDLEBACK WATERPROOFING SAMPLE TILE & STONE SANTA BARBARA MASONRY TRUST FUND SHARED SYSTEMS TECHNOLOGY SMG STONE COMPANY SOUTHERN COUNTIES QUALITY STONEY MASONRY INC TECSTONE INC VALLEY WATERPROOFING INC WESTERN TILE & MARBLE WESTERN WATERPROOFING WINEGARDNER MASONRY INC ZEOLLA MARBLE COMPANY THE NEW GENERATION ENGINERRING
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R, IDENTIFICATION OF RELATED ORGANIZATIONS:
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00

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.$10.8$3.70$7.11$6.93$7.94$1.01
2024Detailed filing. Detailed filing data is available for this year.$10.5$3.43$7.07$7.62$7.07$0.55
2023Detailed filing. Detailed filing data is available for this year.$10.3$3.74$6.53$8.71$7.77$0.93
2022Detailed filing. Detailed filing data is available for this year.$10.4$4.47$5.92$9.67$7.92$1.74
2021Detailed filing. Detailed filing data is available for this year.$10.4$5.67$4.68$10.4$9.17$1.25
2020Detailed filing. Detailed filing data is available for this year.$8.37$5.13$3.24$9.93$8.92$1.01
2019Detailed filing. Detailed filing data is available for this year.$6.52$4.60$1.92$7.36$8.79$1.43
2018Detailed filing. Detailed filing data is available for this year.$7.57$4.27$3.30$8.08$8.19$0.11
2017Detailed filing. Detailed filing data is available for this year.$6.80$3.95$2.85$7.78$7.13$0.65
2016Detailed filing. Detailed filing data is available for this year.$5.90$3.72$2.18$7.32$7.26$0.06
2015Detailed filing. Detailed filing data is available for this year.$5.88$3.67$2.21$5.14$6.03$0.90
2014Summary only. Only limited summary data is available for this year.$6.55$3.42$3.13$4.99$6.23$1.24
2013Summary only. Only limited summary data is available for this year.$7.81$3.45$4.36$5.49$5.94$0.45
2012Summary only. Only limited summary data is available for this year.$8.32$3.04$5.28$4.41$5.75$1.33
2011Summary only. Only limited summary data is available for this year.$9.11$2.60$6.51$4.53$5.20$0.67