Civic Intelligence

Construction Teamsters Vacation-Holiday- Sick Trust

990 • Fiscal year 2015 • EIN 95-6195838

Apr 01, 2014 to Mar 31, 2015 • Filed on Feb 10, 2016

Organization ProfileN/A

View Organization Page

1325 n grand ave ste 200covina, CA 91724

(626) 732-2150

Siviq Scores

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

Liabilities / Assets

91st percentile

0.82x

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

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

91st percentile

0.50x

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

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Net Margin

50th percentile

2.0%

Higher net margin than 50% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2015 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2015

Asset Growth

23rd percentile

-11%

Faster asset growth than 23% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

26th percentile

-7.6%

Faster revenue growth than 26% of similar nonprofits.

2015 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$1,309,827

Down $156,789 (-11%) from 2014

Net Assets

Up

$231,206

Up $42,112 (+22%) from 2014

Liabilities

Down

$1,078,621

Down $198,901 (-16%) from 2014

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin50th percentile

Revenue

Down

$2,154,582

Down $176,054 (-7.6%) from 2014

Expenses

Down

$2,112,470

Down $207,235 (-8.9%) from 2014

Net Income

Up

$42,112

Up $31,181 (+285%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,205,596Liabilities 2011: $1,126,073Net Assets 2011: $79,5232011Assets 2012: $1,402,875Liabilities 2012: $1,312,650Net Assets 2012: $90,2252012Assets 2013: $1,564,442Liabilities 2013: $1,386,279Net Assets 2013: $178,1632013Assets 2014: $1,466,616Liabilities 2014: $1,277,522Net Assets 2014: $189,0942014Assets 2015: $1,309,827Liabilities 2015: $1,078,621Net Assets 2015: $231,2062015Assets 2016: $1,276,601Liabilities 2016: $1,030,326Net Assets 2016: $246,2752016Assets 2017: $1,394,914Liabilities 2017: $1,130,345Net Assets 2017: $264,5692017Assets 2018: $1,620,616Liabilities 2018: $1,323,148Net Assets 2018: $297,4682018Assets 2019: $1,584,043Liabilities 2019: $1,262,997Net Assets 2019: $321,0462019Assets 2020: $1,602,914Liabilities 2020: $1,246,123Net Assets 2020: $356,7912020Assets 2021: $1,691,812Liabilities 2021: $1,294,995Net Assets 2021: $396,8172021Assets 2022: $1,803,782Liabilities 2022: $1,369,652Net Assets 2022: $434,1302022Assets 2023: $2,165,942Liabilities 2023: $1,709,964Net Assets 2023: $455,9782023Assets 2025: $2,259,521Liabilities 2025: $1,678,795Net Assets 2025: $580,7262025

Highlighted filing

2015

Assets$1,309,827
Liabilities$1,078,621
Net Assets$231,206
Open 2015 Filing

Operations Trend

Revenue Growth26th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,923,095Expenses 2011: $1,981,700Net Income 2011: -$58,6052011Revenue 2012: $2,341,346Expenses 2012: $2,330,644Net Income 2012: $10,7022012Revenue 2013: $2,581,825Expenses 2013: $2,493,887Net Income 2013: $87,9382013Revenue 2014: $2,330,636Expenses 2014: $2,319,705Net Income 2014: $10,9312014Revenue 2015: $2,154,582Expenses 2015: $2,112,470Net Income 2015: $42,1122015Revenue 2016: $1,945,549Expenses 2016: $1,930,480Net Income 2016: $15,0692016Revenue 2017: $2,104,463Expenses 2017: $2,086,169Net Income 2017: $18,2942017Revenue 2018: $2,375,704Expenses 2018: $2,342,805Net Income 2018: $32,8992018Revenue 2019: $2,460,784Expenses 2019: $2,437,206Net Income 2019: $23,5782019Revenue 2020: $2,328,424Expenses 2020: $2,292,679Net Income 2020: $35,7452020Revenue 2021: $3,726,753Expenses 2021: $3,686,727Net Income 2021: $40,0262021Revenue 2022: $2,555,848Expenses 2022: $2,518,535Net Income 2022: $37,3132022Revenue 2023: $2,367,280Expenses 2023: $2,345,432Net Income 2023: $21,8482023Revenue 2025: $3,023,016Expenses 2025: $2,983,168Net Income 2025: $39,8482025

Highlighted filing

2015

Revenue$2,154,582
Expenses$2,112,470
Net Income$42,112
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2014 to Mar 31, 2015
Signed
Feb 10, 2016
Return Version
2014v6.0
Gross Receipts
$9,446,759
Mission and Program Overview

Mission

The construction teamsters vacation-holiday trust receives contributions from employers and distributes them to the participants in a yearly payout.

The construction teamsters vacation- holiday trust receives contributions from employers and distributes them to the participants in a yearly payout.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$500,000$800,000▲ $300,000
Savings and Temporary Cash Investments$687,035$231,498▼ $455,537
Rtn Earn Endowment Incm Other Fnds$189,094$231,206▲ $42,112
Accounts Receivable$197,140$168,142▼ $28,998
Cash and Non-Interest-Bearing Accounts$80,031$106,351▲ $26,320
Prepaid Expenses and Deferred Charges$2,410$3,836▲ $1,426
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
Land, Buildings, and Equipment, Net$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$1,466,616$1,309,827▼ $156,789
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$1,222,661$1,043,954▼ $178,707
Accounts Payable and Accrued Expenses$54,861$34,667▼ $20,194
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$1,277,522$1,078,621▼ $198,901
Net Assets / Fund Balance
Total Net Assets Fund Balance$189,094$231,206▲ $42,112
Total Liabilities and Net Assets / Fund Balance$1,466,616$1,309,827▼ $156,789
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Andy PerryLabor Trustee
Gene BrewerLabor Trustee
Mike BergenLabor Trustee
ROBERT stanleyLabor Trustee
Matt PendoManagement Trustee
Mike RoddyManagement Trustee
Wes MeyManagement Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Zenith American Solutions INCAdministration Of Fd1325 N GRAND AVE STE 200, Covina, CA 91724$144,762
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,152,079
Investment Income
$2,503
Other Revenue
$0
Change in Net Assets
$42,112

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,148,626
Revenue Not Reported on Financial Statements
$5,956
Total Revenue per Audited Statements
$2,148,626
Total Revenue per Form 990
$2,154,582
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$202,748
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---$1,909,722
Fees for Services Management---$116,934
Other Expenses---$27,828
Fees for Services Accounting---$21,900
Fees for Services Legal---$17,550
Fees for Services Other---$5,956
Office Expenses---$4,985
Conferences and Meetings---$4,258
Insurance---$2,374
Total Functional Expenses$0$0$0$2,112,470

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,112,470
Expenses per Audited Statements$2,106,514
Total Expenses per Audited Statements$2,106,514
Expenses Not Reported on Financial Statements$5,956
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
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
Vacation Benefits Payable$1,043,954
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, LINE 11B:

“The form 990 is reviewed by the board of trustees and administrator of the trust fund prior to being filed. Part vi, line 12c: policy is provided to each trustee after a new trustee is appointed and is requested that he or she report any real or potential conflicts of interest to the trust fund's legal counsel. The policy is reviewed annually by the board of trustees. Part vi, line 19: all governing documents, the trust fund's conflict of interest policy, and financial statements are available to the public upon request at the trust fund's place of business.”

Filing and Contact Details

Filer

Filer Name
Construction Teamsters Vacation-holiday Trust
EIN
95-6195838
In Care Of
% MINDY HICKMAN
Phone
6267322150
Address
1325 n grand ave ste 200, covina, CA 91724

Signing Officer

Name
Mike Bergen
Title
trustee/chairman
Phone
6267322150
Signed
2016-02-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Bergen
Formed
1965
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Miller Kaplan Arase LLP
Phone
8187692010
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The fund has adopted guidance on accounting for uncertainty in income taxes issued by the financial accounting standards board. The fund administrator believes that the fund has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of this guidance. As of march 31, 2015, information returns for years subsequent to 2011 (2010 for state returns) were subject to examination by authorities.”

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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/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt02410
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03836
IRS990/PrincipalOfficerNm0MIKE BERGEN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1LIQUIDATED DAMAGES
IRS990/ProgramServiceRevenueGrp/Desc2AUDIT AND LEGAL FEES COLLECTED
IRS990/ProgramServiceRevenueGrp/Desc3RECONTRIBUTION OF BENEFITS
IRS990/ProgramServiceRevenueGrp/Desc4EMPLOYER CONTRIBUTIONS - VACATION ADMIN.
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01909722
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11870
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2300
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt344900
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4195287
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01909722
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11870
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt344900
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4195287
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt02103213
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03816
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0216492
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02326820
IRS990/PYRevenuesLessExpensesAmt010931
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02319705
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02330636
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt042112
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0189094
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0231206
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0687035
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0231498
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05956
IRS990ScheduleD/ExpensesSubtotalAmt02106514
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05956
IRS990ScheduleD/InvestmentExpensesNotIncldAmt05956
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01043954
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0VACATION BENEFITS PAYABLE
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05956
IRS990ScheduleD/RevenueSubtotalAmt02148626
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE FUND ADMINISTRATOR BELIEVES THAT THE FUND HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. AS OF MARCH 31, 2015, INFORMATION RETURNS FOR YEARS SUBSEQUENT TO 2011 (2010 FOR STATE RETURNS) WERE SUBJECT TO EXAMINATION BY AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalExpensesPerForm990Amt02112470
IRS990ScheduleD/TotalLiabilityAmt01043954
IRS990ScheduleD/TotalRevenuePerForm990Amt02154582
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02148626
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02106514
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES AND ADMINISTRATOR OF THE TRUST FUND PRIOR TO BEING FILED. PART VI, LINE 12C: POLICY IS PROVIDED TO EACH TRUSTEE AFTER A NEW TRUSTEE IS APPOINTED AND IS REQUESTED THAT HE OR SHE REPORT ANY REAL OR POTENTIAL CONFLICTS OF INTEREST TO THE TRUST FUND'S LEGAL COUNSEL. THE POLICY IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. PART VI, LINE 19: ALL GOVERNING DOCUMENTS, THE TRUST FUND'S CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE TRUST FUND'S PLACE OF BUSINESS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 11B:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt3NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CONSTRUCTION TEAMSTERS SECURITY FUND SC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CONSTRUCTION TEAMSTERS TRAINING & UPGRAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CONSTRUCTION TEAMSTERS CONTRACT COMPL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3CONSTRUCTION TEAMSTERS APPREN FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956059190
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1953019814
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2205230409
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3205230351
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0H&W plan
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TRAINING FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2compliance fd
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3training FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3SCHOOL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01325 N GRAND AVE STE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11325 N GRAND AVE STE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21325 N GRAND AVE STE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt31325 N GRAND AVE STE 200
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0COVINA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1COVINA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2COVINA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3COVINA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd091724
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd191724
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd291724
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd391724
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01466616
IRS990/TotalAssetsEOYAmt01309827
IRS990/TotalAssetsGrp/BOYAmt01466616
IRS990/TotalAssetsGrp/EOYAmt01309827
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02112470
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01277522
IRS990/TotalLiabilitiesEOYAmt01078621
IRS990/TotalLiabilitiesGrp/BOYAmt01277522

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,309,827
Liabilities
$1,078,621
Net assets
$231,206
Revenue
$2,154,582
Expenses
$2,112,470
Net income
$42,112
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$1.68$0.58$3.02$2.98$0.04
2023Summary only. Only limited summary data is available for this year.$2.17$1.71$0.46$2.37$2.35$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$1.37$0.43$2.56$2.52$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$1.29$0.40$3.73$3.69$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.60$1.25$0.36$2.33$2.29$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$1.26$0.32$2.46$2.44$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$1.32$0.30$2.38$2.34$0.03
2017Summary only. Only limited summary data is available for this year.$1.39$1.13$0.26$2.10$2.09$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.28$1.03$0.25$1.95$1.93$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.31$1.08$0.23$2.15$2.11$0.04
2014Summary only. Only limited summary data is available for this year.$1.47$1.28$0.19$2.33$2.32$0.01
2013Summary only. Only limited summary data is available for this year.$1.56$1.39$0.18$2.58$2.49$0.09
2012Summary only. Only limited summary data is available for this year.$1.40$1.31$0.09$2.34$2.33$0.01
2011Summary only. Only limited summary data is available for this year.$1.21$1.13$0.08$1.92$1.98$0.06