Civic Intelligence

Construction Teamsters Vacation-Holiday- Sick Trust

990 • Fiscal year 2016 • EIN 95-6195838

Apr 01, 2015 to Mar 31, 2016 • Filed on Dec 30, 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

92nd percentile

0.81x

Higher debt load relative to assets than 92% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

92nd percentile

0.53x

Higher debt load relative to revenue than 92% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Net Margin

46th percentile

0.8%

Higher net margin than 46% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

30th percentile

-2.5%

Faster asset growth than 30% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-9.7%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Down

$1,276,601

Down $33,226 (-2.5%) from 2015

Net Assets

Up

$246,275

Up $15,069 (+6.5%) from 2015

Liabilities

Down

$1,030,326

Down $48,295 (-4.5%) from 2015

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin46th percentile

Revenue

Down

$1,945,549

Down $209,033 (-9.7%) from 2015

Expenses

Down

$1,930,480

Down $181,990 (-8.6%) from 2015

Net Income

Down

$15,069

Down $27,043 (-64%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2016

Assets$1,276,601
Liabilities$1,030,326
Net Assets$246,275
Open 2016 Filing

Operations Trend

Revenue Growth18th 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

2016

Revenue$1,945,549
Expenses$1,930,480
Net Income$15,069
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Dec 30, 2016
Return Version
2015v3.0
Gross Receipts
$7,838,245
Mission and Program Overview

Mission

The construction teamsters vacation-holiday-sick 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$800,000$900,000▲ $100,000
Rtn Earn Endowment Incm Other Fnds$231,206$246,275▲ $15,069
Accounts Receivable$168,142$173,646▲ $5,504
Savings and Temporary Cash Investments$231,498$159,975▼ $71,523
Cash and Non-Interest-Bearing Accounts$106,351$39,031▼ $67,320
Prepaid Expenses and Deferred Charges$3,836$3,949▲ $113
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$1,309,827$1,276,601▼ $33,226
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$1,043,954$995,254▼ $48,700
Accounts Payable and Accrued Expenses$34,667$35,072▲ $405
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$1,078,621$1,030,326▼ $48,295
Net Assets / Fund Balance
Total Net Assets Fund Balance$231,206$246,275▲ $15,069
Total Liabilities and Net Assets / Fund Balance$1,309,827$1,276,601▼ $33,226
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Andy PerryLabor Trustee
Gene BrewerLabor Trustee
Mike BergenLabor Trustee
Robert StanleyLabor 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$144,192
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,940,816
Investment Income
$3,540
Other Revenue
$1,193
Change in Net Assets
$15,069

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,945,549
Total Revenue per Audited Statements
$1,945,549
Total Revenue per Form 990
$1,945,549
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$197,827
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---$1,732,653
Fees for Services Management---$118,680
Other Expenses---$25,512
Fees for Services Accounting---$24,022
Fees for Services Legal---$11,556
Fees for Service Investment Mgmnt Fees---$6,415
Office Expenses---$5,364
Insurance---$3,337
Conferences and Meetings---$1,911
Total Functional Expenses$0$0$0$1,930,480

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,930,480
Total Expenses per Audited Statements$1,930,480
Total Expenses per Form 990$1,930,480
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$995,254
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: the policy is provided to each new trustee and he or she is required to report any conflicts 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: the trust's governing documents, conflict of interest policy, and financial statements are available to the public upon request at the trust fund's place of business. Part vii, section a, column e: the board of trustees serve for no compensation. Compensation paid to trustees by their employers is reported on the employers' annual tax filings. This information is unknown to the plan administrator.”

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/co-chair
Phone
6267322150
Signed
2016-12-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Bergen
Formed
1965
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
600 STEWART ST STE 618, SEATTLE, WA 98101-1261
Preparer
Crane Curran
Phone
2065963930
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Fund and recognize a tax liability if the Fund has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 455 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.

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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03836
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IRS990/PrincipalOfficerNm0MIKE BERGEN
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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.
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13148
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2488
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt325853
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4178674
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01732653
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13148
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2488
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt325853
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4178674
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IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0202748
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02152079
IRS990/PYRevenuesLessExpensesAmt042112
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02112470
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02154582
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt015069
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/BOYAmt0231206
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0246275
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0231498
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0159975
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt01930480
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0995254
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0VACATION BENEFITS PAYABLE
IRS990ScheduleD/RevenueSubtotalAmt01945549
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Fund and recognize a tax liability if the Fund has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Fund 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/TotalExpensesPerForm990Amt01930480
IRS990ScheduleD/TotalLiabilityAmt0995254
IRS990ScheduleD/TotalRevenuePerForm990Amt01945549
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01945549
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01930480
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: THE POLICY IS PROVIDED TO EACH NEW TRUSTEE AND HE OR SHE IS REQUIRED TO REPORT ANY CONFLICTS 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: THE TRUST'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE TRUST FUND'S PLACE OF BUSINESS. PART VII, SECTION A, COLUMN E: THE BOARD OF TRUSTEES SERVE FOR NO COMPENSATION. COMPENSATION PAID TO TRUSTEES BY THEIR EMPLOYERS IS REPORTED ON THE EMPLOYERS' ANNUAL TAX FILINGS. THIS INFORMATION IS UNKNOWN TO THE PLAN ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 11B:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII - SUPPLEMENTAL INFORMATION
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII - SUPPLEMENTAL INFORMATION
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/DirectControllingNACd0N/A
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/DisregardedEntityName/BusinessNameLine1Txt4SEE PART VII - SUPPLEMENTAL INFORMATION
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/SupplementalInformationDetail/ExplanationTxt0IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS AND RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP, CORPORATION OR TRUST: A CONTRIBUTING EMPLOYER IS A RELATED ORGANIZATION SOLELY TO THE EXTENT THAT THE EMPLOYER IS SIGNATORY TO A COLLECTIVE BARGAINING AGREEMENT OR PARTICIPATION AGREEMENT REQUIRING CONTRIBUTIONS TO THE TRUST. THE ADMINISTRATIVE OFFICE DOES NOT MAINTAIN INFORMATION CONCERNING THE ENTITY TYPE OF EACH OF THE TRUST'S 174 CONTRIBUTING EMPLOYERS.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS ii, iii, and vi:
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01309827
IRS990/TotalAssetsEOYAmt01276601
IRS990/TotalAssetsGrp/BOYAmt01309827
IRS990/TotalAssetsGrp/EOYAmt01276601
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01078621

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,276,601
Liabilities
$1,030,326
Net assets
$246,275
Revenue
$1,945,549
Expenses
$1,930,480
Net income
$15,069
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