Civic Intelligence

Brick Masons Apprenticeship & Training Trust Fund

990 • Fiscal year 2022 • EIN 95-6132893

May 01, 2021 to Apr 30, 2022 • Filed on Feb 15, 2023

Organization ProfileN/A
1050 Lakes Drive Suite 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

59th percentile

0.02x

Higher debt load relative to assets than 59% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

51st percentile

0.02x

Higher debt load relative to revenue than 51% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Net Margin

63rd percentile

11%

Higher net margin than 63% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

20th percentile

$0

Higher top officer pay than 20% of similar nonprofits.

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

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Asset Growth

79th percentile

13%

Faster asset growth than 79% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

73rd percentile

12%

Faster revenue growth than 73% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$871,252

Up $103,407 (+13%) from 2021

Net Assets

Up

$851,962

Up $100,431 (+13%) from 2021

Liabilities

Up

$19,290

Up $2,976 (+18%) from 2021

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin63rd percentile

Revenue

Up

$1,048,074

Up $115,756 (+12%) from 2021

Expenses

Up

$930,177

Up $78 (+0.0%) from 2021

Net Income

Up

$117,897

Up $115,678 (+5213%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$1.0M$500K$0Assets 2011: $532,609Liabilities 2011: $17,669Net Assets 2011: $514,9402011Assets 2012: $542,417Liabilities 2012: $15,007Net Assets 2012: $527,4102012Assets 2013: $553,310Liabilities 2013: $10,053Net Assets 2013: $543,2572013Assets 2014: $538,777Liabilities 2014: $11,088Net Assets 2014: $527,6892014Assets 2015: $505,621Liabilities 2015: $10,706Net Assets 2015: $494,9152015Assets 2016: $448,036Liabilities 2016: $17,500Net Assets 2016: $430,5362016Assets 2017: $493,000Liabilities 2017: $11,962Net Assets 2017: $481,0382017Assets 2018: $731,431Liabilities 2018: $15,662Net Assets 2018: $715,7692018Assets 2019: $742,719Liabilities 2019: $20,478Net Assets 2019: $722,2412019Assets 2020: $760,510Liabilities 2020: $11,198Net Assets 2020: $749,3122020Assets 2021: $767,845Liabilities 2021: $16,314Net Assets 2021: $751,5312021Assets 2022: $871,252Liabilities 2022: $19,290Net Assets 2022: $851,9622022Assets 2023: $698,197Liabilities 2023: $17,820Net Assets 2023: $680,3772023Assets 2024: $555,702Liabilities 2024: $26,029Net Assets 2024: $529,6732024Assets 2025: $508,721Liabilities 2025: $18,773Net Assets 2025: $489,9482025

Highlighted filing

2022

Assets$871,252
Liabilities$19,290
Net Assets$851,962
Open 2022 Filing

Operations Trend

Revenue Growth73rd percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $292,136Expenses 2011: $244,347Net Income 2011: $47,7892011Revenue 2012: $292,604Expenses 2012: $280,134Net Income 2012: $12,4702012Revenue 2013: $294,916Expenses 2013: $279,069Net Income 2013: $15,8472013Revenue 2014: $284,261Expenses 2014: $299,829Net Income 2014: -$15,5682014Revenue 2015: $536,653Expenses 2015: $568,774Net Income 2015: -$32,1212015Revenue 2016: $526,158Expenses 2016: $590,537Net Income 2016: -$64,3792016Revenue 2017: $670,106Expenses 2017: $619,604Net Income 2017: $50,5022017Revenue 2018: $918,655Expenses 2018: $683,924Net Income 2018: $234,7312018Revenue 2019: $814,353Expenses 2019: $807,881Net Income 2019: $6,4722019Revenue 2020: $930,447Expenses 2020: $903,376Net Income 2020: $27,0712020Revenue 2021: $932,318Expenses 2021: $930,099Net Income 2021: $2,2192021Revenue 2022: $1,048,074Expenses 2022: $930,177Net Income 2022: $117,8972022Revenue 2023: $835,024Expenses 2023: $1,005,120Net Income 2023: -$170,0962023Revenue 2024: $806,604Expenses 2024: $965,648Net Income 2024: -$159,0442024Revenue 2025: $801,854Expenses 2025: $841,579Net Income 2025: -$39,7252025

Highlighted filing

2022

Revenue$1,048,074
Expenses$930,177
Net Income$117,897
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2021 to Apr 30, 2022
Signed
Feb 15, 2023
Return Version
2021v4.2
Gross Receipts
$1,048,074
Mission and Program Overview

Mission

To provide training in all aspects of the trade, including safety. To promote trade for growth and long-term stability.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$751,531$851,962▲ $100,431
Accounts Receivable$147,446$348,327▲ $200,881
Savings and Temporary Cash Investments$270,471$256,710▼ $13,761
Cash and Non-Interest-Bearing Accounts$272,689$209,048▼ $63,641
Land, Buildings, and Equipment, Net$54,062$40,958▼ $13,104
Prepaid Expenses and Deferred Charges$23,177$16,209▼ $6,968
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$767,845$871,252▲ $103,407
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$1,903$9,905▲ $8,002
Accounts Payable and Accrued Expenses$14,411$9,385▼ $5,026
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$16,314$19,290▲ $2,976
Net Assets / Fund Balance
Total Net Assets Fund Balance$751,531$851,962▲ $100,431
Total Liabilities and Net Assets / Fund Balance$767,845$871,252▲ $103,407

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$25,888$117,787$143,675
Leasehold Improvements$15,070$7,535$22,605
Compensation and Service Providers
Top Officer Pay20th percentile

Board Members and Trustees

NameTitle
Lupe Aldaco JrChairman/trustee
Frank SmithSecretary/trustee
Casey RicksTrustee
Dana KempTrustee
Daniel GarciaTrustee
Dick WhitneyTrustee
Doug SlesTrustee
Kenneth TejedaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$315,486
Program Service Revenue
$726,038
Investment Income
$3,705
Other Revenue
$2,845
Change in Net Assets
$117,897

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,048,074
Revenue Not Reported on Form 990
$-17,466
Total Revenue per Audited Statements
$1,030,608
Total Revenue per Form 990
$1,048,074
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$558,571
Other Expenses$371,606
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$385,011
Occupancy---$138,085
Other Employee Benefits---$114,791
Office Expenses---$80,827
Pension Plan Contributions---$30,362
Payroll Taxes---$28,407
Insurance---$23,864
Fees for Services Accounting---$20,041
Fees for Services Management---$16,896
Depreciation Depletion---$14,283
Travel---$13,172
Fees for Services Legal---$10,917
Information Technology---$7,430
Conferences and Meetings---$3,724
Other Expenses---$395
Total Functional Expenses$0$0$0$930,177

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$930,177
Total Expenses per Audited Statements$930,177
Total Expenses per Form 990$930,177
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Plan$9,905
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
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 organization mailed the form 990 to all members of the governing body. The form 990 was reviewed by the governing body at the board of trustees meeting prior to filing the return.”

FORM 990, PART VI, SECTION B, LINE 12C:

“Each 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.”

Filing and Contact Details

Filer

Filer Name
Brick Masons Apprenticeship & Training
EIN
95-6132893
In Care Of
% BARRY OSHAROW - PLAN MANAGER
Phone
6266461090
Address
1050 Lakes Drive Suite 120, West Covina, CA 91790-2910

Signing Officer

Name
Lupe Aldaco Jr
Title
Sectretary/trustee
Phone
6266461090
Signed
2023-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lupe Aldaco Jr
Formed
1970
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
4
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
100 SPECTRUM CENTER DRIVE STE 1000, IRVINE, CA 92618
Preparer
Richard Thiermann
Phone
9492612808
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 the prior year.”

Financial Statement Notes

FORM 990, SCHEDULE D, PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate the tax positions taken by the trust and to recognize a tax liability if the trust has taken an uncertain position that more likely than not would be sustained upon examination by the internal revenue service. The trust's administrator has analyzed the tax positions taken by the trust and has concluded that, as of april 30, 2022, there are no uncertain tax positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The trust is subjuect to routine audits by the taxing jusridictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 435 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt014411
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt09385
IRS990/AccountsReceivableGrp/BOYAmt0147446
IRS990/AccountsReceivableGrp/EOYAmt0348327
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE TRAINING IN ALL ASPECTS OF THE TRADE, INCLUDING SAFETY. TO PROMOTE TRADE FOR GROWTH AND LONG-TERM STABILITY.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0false
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0BARRY OSHAROW - PLAN MANAGER
IRS990/BooksInCareOfDetail/PhoneNum06266461090
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01050 LAKES DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST COVINA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091790
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0272689
IRS990/CashNonInterestBearingGrp/EOYAmt0209048
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt03724
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0315486
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03705
IRS990/CYOtherExpensesAmt0371606
IRS990/CYOtherRevenueAmt02845
IRS990/CYProgramServiceRevenueAmt0726038
IRS990/CYRevenuesLessExpensesAmt0117897
IRS990/CYSalariesCompEmpBnftPaidAmt0558571
IRS990/CYTotalExpensesAmt0930177
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01048074
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt014283
IRS990/Desc0PROVIDED TRAINING IN ALL ASPECTS OF THE TRADE, INCLUDING SAFETY. PROMOTED TRADE FOR GROWTH AND LONG-TERM STABILITY.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt020041
IRS990/FeesForServicesLegalGrp/TotalAmt010917
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt016896
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0LUPE ALDACO JR
IRS990/Form990PartVIISectionAGrp/PersonNm1DOUG SLES
IRS990/Form990PartVIISectionAGrp/PersonNm2DANIEL GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm3DICK WHITNEY
IRS990/Form990PartVIISectionAGrp/PersonNm4KENNETH TEJEDA
IRS990/Form990PartVIISectionAGrp/PersonNm5FRANK SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm6DANA KEMP
IRS990/Form990PartVIISectionAGrp/PersonNm7CASEY RICKS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY/TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt0315486
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01048074
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt07430
IRS990/InsuranceGrp/TotalAmt023864
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt03705
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03705
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0125322
IRS990/LandBldgEquipBasisNetGrp/BOYAmt054062
IRS990/LandBldgEquipBasisNetGrp/EOYAmt040958
IRS990/LandBldgEquipCostOrOtherBssAmt0166280
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE TRAINING IN ALL ASPECTS OF THE TRADE, INCLUDING SAFETY. TO PROMOTE TRADE FOR GROWTH AND LONG-TERM STABILITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0751531
IRS990/NetAssetsOrFundBalancesEOYAmt0851962
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-17466
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt0138085
IRS990/OfficeExpensesGrp/TotalAmt080827
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0114791
IRS990/OtherExpensesGrp/Desc0TRAINING PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1CONTEST EXPENSE
IRS990/OtherExpensesGrp/Desc2BOND FUND EXPENSE
IRS990/OtherExpensesGrp/TotalAmt037870
IRS990/OtherExpensesGrp/TotalAmt14102
IRS990/OtherExpensesGrp/TotalAmt2395
IRS990/OtherLiabilitiesGrp/BOYAmt01903
IRS990/OtherLiabilitiesGrp/EOYAmt09905
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC. INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02845
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02845
IRS990/OtherRevenueTotalAmt02845
IRS990/OtherSalariesAndWagesGrp/TotalAmt0385011
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt028407
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt030362
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt023177
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016209
IRS990/PrincipalOfficerNm0LUPE ALDACO JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1REIMBURSED EXPENSES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0322671
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1403367
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0322671
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1403367
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0136935
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0470
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0374585
IRS990/PYOtherRevenueAmt04001
IRS990/PYProgramServiceRevenueAmt0790912
IRS990/PYRevenuesLessExpensesAmt02219
IRS990/PYSalariesCompEmpBnftPaidAmt0555514
IRS990/PYTotalExpensesAmt0930099
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0932318
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0117897
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0751531
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0851962
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0270471
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0256710
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt025888
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0117787
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0143675
IRS990ScheduleD/ExpensesSubtotalAmt0930177
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt015070
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt07535
IRS990ScheduleD/LeaseholdImprovementsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt022605
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-17466
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09905
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO RELATED PLAN
IRS990ScheduleD/RevenueNotReportedAmt0-17466
IRS990ScheduleD/RevenueSubtotalAmt01048074
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE TRUST AND TO RECOGNIZE A TAX LIABILITY IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE TRUST'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST AND HAS CONCLUDED THAT, AS OF APRIL 30, 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJUECT TO ROUTINE AUDITS BY THE TAXING JUSRIDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE D, PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt040958
IRS990ScheduleD/TotalExpensesPerForm990Amt0930177
IRS990ScheduleD/TotalLiabilityAmt09905
IRS990ScheduleD/TotalRevenuePerForm990Amt01048074
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01030608
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0930177
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 ORGANIZATION MAILED THE FORM 990 TO ALL MEMBERS OF THE GOVERNING BODY. THE FORM 990 WAS REVIEWED BY THE GOVERNING BODY AT THE BOARD OF TRUSTEES MEETING PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EACH 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/ExplanationTxt5THE BOARD OF TRUSTEES IS RESPONSIBLE FOR OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE 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 XII, LINE 2C:
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0767845
IRS990/TotalAssetsEOYAmt0871252
IRS990/TotalAssetsGrp/BOYAmt0767845
IRS990/TotalAssetsGrp/EOYAmt0871252
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0315486
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/TotalAmt0930177
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt016314
IRS990/TotalLiabilitiesEOYAmt019290
IRS990/TotalLiabilitiesGrp/BOYAmt016314
IRS990/TotalLiabilitiesGrp/EOYAmt019290
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0751531
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0851962
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0726038
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt03705
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0728883
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01048074
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0767845
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0871252
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt013172
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01050 Lakes Drive120
IRS990/USAddress/CityNm0West Covina
IRS990/USAddress/StateAbbreviationCd0CA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$871,252
Liabilities
$19,290
Net assets
$851,962
Revenue
$1,048,074
Expenses
$930,177
Net income
$117,897
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.51$0.02$0.49$0.80$0.84$0.04
2024Detailed filing. Detailed filing data is available for this year.$0.56$0.03$0.53$0.81$0.97$0.16
2023Detailed filing. Detailed filing data is available for this year.$0.70$0.02$0.68$0.84$1.01$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.87$0.02$0.85$1.05$0.93$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.02$0.75$0.93$0.93$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.01$0.75$0.93$0.90$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.02$0.72$0.81$0.81$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.73$0.02$0.72$0.92$0.68$0.23
2017Detailed filing. Detailed filing data is available for this year.$0.49$0.01$0.48$0.67$0.62$0.05
2016Detailed filing. Detailed filing data is available for this year.$0.45$0.02$0.43$0.53$0.59$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.01$0.49$0.54$0.57$0.03
2014Summary only. Only limited summary data is available for this year.$0.54$0.01$0.53$0.28$0.30$0.02
2013Summary only. Only limited summary data is available for this year.$0.55$0.01$0.54$0.29$0.28$0.02
2012Summary only. Only limited summary data is available for this year.$0.54$0.02$0.53$0.29$0.28$0.01
2011Summary only. Only limited summary data is available for this year.$0.53$0.02$0.51$0.29$0.24$0.05