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CALIFORNIA FIELD IRON WORKERS APPR TRAINING JOURNEYMAN RETRAINING FND: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
CALIFORNIA FIELD IRON WORKERS APPR TRAINING JOURNEYMAN RETRAINING FND (EIN 95-6042917)
Tax period
2020-06-01 to 2021-05-31
Filed
2022-03-14
IRS object ID
202230739349301208
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-03-14T12:33:46-05:00ReturnTs
Tax Period End2021-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN522385296PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LINDQUIST LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15000 EXECUTIVE PARKWAY SUITE 400AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94583ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN956042917EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA FIELD IRONWORKERSBusinessNameLine1Txt
Business Name Line2APPRENTICESHIP AND JOURNEYMAN RETRAININGBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCALIBusinessNameControlTxt
Phone6267927337PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1131 N EL MOLINO AVENUE NO 330AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID OSBORNEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6267927337PhoneNum
Signature2022-03-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastOSBORNEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH M THIERMANNPreparerPersonNm
PTINP01066616PTIN
Phone9252779100PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDAVE MCEUENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1131 N EL MOLINO AVE 330AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$16,205,369GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1962FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO PROVIDE TRAINING TO APPRENTICE IRONWORKERSActivityOrMissionDesc
Voting Members Governing Body18VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee146TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,784,790PYContributionsGrantsAmt
CY Contributions Grants$618,667CYContributionsGrantsAmt
PY Program Service Revenue$16,982,571PYProgramServiceRevenueAmt
CY Program Service Revenue$14,151,376CYProgramServiceRevenueAmt
PY Investment Income$985,899PYInvestmentIncomeAmt
CY Investment Income$1,217,849CYInvestmentIncomeAmt
PY Other Revenue$210,649PYOtherRevenueAmt
CY Other Revenue$217,477CYOtherRevenueAmt
PY Total Revenue$19,963,909PYTotalRevenueAmt
CY Total Revenue$16,205,369CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$7,384,044PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$6,670,595CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$6,988,565PYOtherExpensesAmt
CY Other Expenses$6,646,721CYOtherExpensesAmt
PY Total Expenses$14,372,609PYTotalExpensesAmt
CY Total Expenses$13,317,316CYTotalExpensesAmt
PY Revenues Less Expenses$5,591,300PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,888,053CYRevenuesLessExpensesAmt
Total Assets BOY$75,973,676TotalAssetsBOYAmt
Total Assets EOY$80,882,663TotalAssetsEOYAmt
Total Liabilities BOY$493,276TotalLiabilitiesBOYAmt
Total Liabilities EOY$415,380TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$75,480,400NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$80,467,283NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE TRAINING AND RETRAINING TO APPRENTICESMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE TRAINING AND RETRAINING TO APPRENTICES AND JOURNEYMAN IN THE CONSTRUCTION INDUSTRYDesc
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document17IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee146EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members18GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1IRONWORKER EMPLOYEES BENEFIT CORPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6267927337PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1131 N EL MOLINO AVE 330AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
VIDAL ZAMBRANO
TRUSTEE1.00Yes (X)$0$0$0
KEITH HARKEY
TRUSTEE1.00Yes (X)$0$0$0
CHARLES KREBS
TRUSTEE1.00Yes (X)$0$0$0
DANIEL WELSH
TRUSTEE1.00Yes (X)$0$0$0
DAVE MCEUEN
MANAGEMENT CHAIRMAN1.00Yes (X)$0$0$0
CHARLES HERNANDEZ
TRUSTEE1.00Yes (X)$0$0$0
JASON SANGSTER
TRUSTEE1.00Yes (X)$0$0$0
RICHARD BARBOUR
TRUSTEE1.00Yes (X)$0$0$0
KARL PINEO
TRUSTEE1.00Yes (X)$0$0$0
JEFF MCEUEN
TRUSTEE1.00Yes (X)$0$0$0
DONALD ZAMPA
UNION CHAIRMAN1.00Yes (X)$0$0$0
GREG MCCLELLAND
TRUSTEE1.00Yes (X)$0$0$0
KEVIN ROMAK
TRUSTEE - PAST1.00Yes (X)$0$0$0
DENNIS ANDERSEN
TRUSTEE1.00Yes (X)$0$0$0
JESUS CASTANEDA
TRUSTEE1.00Yes (X)$0$0$0
ROBERT DUGAN
TRUSTEE - PAST0.00Yes (X)$0$0$0
BRENDAN CARTER
TRUSTEE1.00Yes (X)$0$0$0
BEAU COLEMAN
TRUSTEE1.00Yes (X)$0$0$0
RICH MARTINI
TRUSTEE1.00Yes (X)$0$0$0
DAVID PERKINS
TRUSTEE1.00Yes (X)$0$0$0
RICHARD ZAMPA
DIRECTOR40.00$148,372$0$26,240Yes (X)
MICHAEL KETTLE
COORDINATOR40.00$130,191$0$23,513Yes (X)
JASON RAFTER
COORDINATOR40.00$114,318$0$21,132Yes (X)
BRADLY HUTH
COORDINATOR40.00$118,947$0$21,827Yes (X)
CHARLES HILL JR
COORDINATOR40.00$109,612$0$20,426Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$621,440TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$113,138TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K9IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
KAR CONSTRUCTION INC
1306 BROOKS STREETONTARIOCA91762CONSTRUCTION$3,486,360
XO HOLDINGS
1924 E DEERE AVE 110SANTA ANACA92705INFORMATION TECHNOLOGY$418,780
GRAND BRIDGE INC
1025 ELDORADO BLVDBROOMFIELDCO80021CONSTRUCTION$368,465
IRONWORKERS EMPLOYEES BENEFIT CORP
131 N EL MOLINO AVE 330PASADENACA91101PLAN ADMINISTRATION$295,096
STRATEGY WORKPLACE COMMUNICATIONS
391 NORTH MAIN STREET SUITE 103CORONACA92880CONSULTING$218,198
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt
Related Organizations$6,830RelatedOrganizationsAmt
Government Grants$611,837GovernmentGrantsAmt
Total Contributions$618,667TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$12,912,564$12,912,564
EXPENSE REIMBURSEMENTS900099$1,215,053$1,215,053
ADMINISTRATIVE FEE900099$23,759$23,759
FieldValueIRS element (for citing)
Total Program Service Revenue$14,151,376TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$640,706TotalRevenueColumnAmt
Exclusion$640,706ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$217,477RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$217,477RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$217,477TotalRevenueColumnAmt
Exclusion$217,477ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$563,143SecuritiesAmt
Other$14,000OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$563,143SecuritiesAmt
Other$14,000OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$577,143TotalRevenueColumnAmt
Exclusion$577,143ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$16,205,369TotalRevenueColumnAmt
Related Or Exempt Func Income$14,151,376RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,435,326ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,510,948TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$96,190TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,692,590TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$370,867TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$305,952TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$114,469TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,824TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$30,560TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$122,480TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,346,599TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$113,669TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$885,807TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$82,613TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$11,338TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,047,870TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$549,540TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$13,317,316TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$17,117BOYAmt
EOY$17,774EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,449,361BOYAmt
EOY$6,058,001EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,684,464BOYAmt
EOY$1,805,997EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$62,336BOYAmt
EOY$49,979EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$60,700,652LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$24,660,442LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$37,136,612BOYAmt
EOY$36,040,210EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$30,567,134BOYAmt
EOY$36,877,325EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$1,515BOYAmt
EOY$1,515EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$55,137BOYAmt
EOY$31,862EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$75,973,676BOYAmt
EOY$80,882,663EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$469,099BOYAmt
EOY$391,203EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$24,177BOYAmt
EOY$24,177EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$493,276BOYAmt
EOY$415,380EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$75,480,400BOYAmt
EOY$80,467,283EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$75,480,400BOYAmt
EOY$80,467,283EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$75,973,676BOYAmt
EOY$80,882,663EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,888,053ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,098,830NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$9,463,285OtherCostOrOtherBasisAmt
Book Value$9,463,285BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$45,702,990OtherCostOrOtherBasisAmt
Depreciation$19,859,947DepreciationAmt
Book Value$25,843,043BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$424,280OtherCostOrOtherBasisAmt
Depreciation$418,885DepreciationAmt
Book Value$5,395BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,110,097OtherCostOrOtherBasisAmt
Depreciation$4,381,610DepreciationAmt
Book Value$728,487BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$36,040,210TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescSECURITY DEPOSITSDesc
Amt$24,177Amt
FieldValueIRS element (for citing)
Total Liability$24,177TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$18,273,639TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,098,830NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,098,830RevenueNotReportedAmt
Revenue Subtotal$16,174,809RevenueSubtotalAmt
Investment Expenses Not Incld$30,560InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$30,560RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$16,205,369TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$13,286,756TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$13,286,756ExpensesSubtotalAmt
Investment Expenses Not Incld2$30,560InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$30,560ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$13,317,316TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FUND'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND AND HAS CONCLUDED THAT, AS OF MAY 31,2021, 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 FUND IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2018.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
RICHARD ZAMPA
DIRECTOR$148,372$0$0$0$0$0$22,256$0$3,984$0$174,612$0$0$0
MICHAEL KETTLE
COORDINATOR$130,191$0$0$0$0$0$19,529$0$3,984$0$153,704$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 3THE ORGANIZATION HAS CONTRACTED WITH THE IRONWORKERS EMPLOYEES' BENEFIT CORPORATION, INC. (IEBC) TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR OF THE IBEC, AFTER THE APPROVAL OF THE AUDITED FINANCIAL STATEMENTS BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19ORGANIZATIONAL DOCUMENTS AND FINANCIAL INFORMATION ARE AVAILABLE BY APPOINTMENT AT THE ADMINISTRATIVE OFFICE.
FORM 990 PART XII, LINE 2B AND 2C:THE BOARD OF TRUSTEES AND EXECUTIVE DIRECTOR ARE RESPONSIBLE FOR OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
FORM 990, PART V, LINE 1A:THE ADMINISTRATIVE EXPENSES OF THE ORGANIZATION ARE PAID BY THE IBEC, AS TRUST ADMINISTRATOR. THE ORGANIZATION REIMBURSES THE IEBC FOR THESE EXPENSES. IEBC REPORTS PAYMENTS TO VENDORS ON THEIR FORMS 1099.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
CALIFORNIA IRONWORKERS FONTANA LLC
131 N EL MOLINO AVE SUITE 330PASADENACA91101824631101HOLDER OF TITLE FOR LAND AND BUILDINGS USED BY THE FUNDCA$0$7,922,154CALIFORNIA FIELD IRONWORKERS APPRENTICESHIP AND JOURNEYMEN RETRAINING
CALIFORNIA IRONWORKERS FRESNO LLC
131 N EL MOLINO AVE SUITE 330PASADENACA91101824618470HOLDER OF TITLE FOR LAND AND BUILDINGS USED BY THE FUNDCA$0$1,014,255CALIFORNIA FIELD IRONWORKERS APPRENTICESHIP AND JOURNEYMEN RETRAINING
CALIFORNIA IRONWORKERS BENICIA LLC
131 N EL MOLINO AVE SUITE 330PASADENACA91101352652617HOLDER OF TITLE FOR LAND AND BUILDINGS USED BY THE FUNDCA$0$4,209,239CALIFORNIA FIELD IRONWORKERS APPRENTICESHIP AND JOURNEYMEN RETRAINING
CALIFORNIA IRONWORKERS FRESNO II LLC
131 N EL MOLINO AVE SUITE 330PASADENACA91101843109528HOLDER OF TITLE FOR LAND AND BUILDINGS USED BY THE FUNDCA$0$778,926CALIFORNIA FIELD IRONWORKERS APPRENTICESHIP AND JOURNEYMEN RETRAINING
CALIFORNIA IRONWORKERS LA PALMA LLC
131 N EL MOLINO AVE SUITE 330PASADENACA91101352654366HOLDER OF TITLE FOR LAND AND BUILDINGS USED BY THE FUNDCA$0$0CALIFORNIA FIELD IRONWORKERS APPRENTICESHIP AND JOURNEYMEN RETRAINING
CALIFORNIA IRONWORKERS SACRAMENTO LLC
131 N EL MOLINO AVE SUITE 330PASADENACA91101301171373HOLDER OF TITLE FOR LAND AND BUILDINGS USED BY THE FUNDCA$0$1,235,223CALIFORNIA FIELD IRONWORKERS APPRENTICESHIP AND JOURNEYMEN RETRAINING
CALIFORNIA IRONWORKERS SAN DIEGO LLC
131 N EL MOLINO AVE SUITE 330PASADENACA91101301169983HOLDER OF TITLE FOR LAND AND BUILDINGS USED BY THE FUNDCA$0$0CALIFORNIA FIELD IRONWORKERS APPRENTICESHIP AND JOURNEYMEN RETRAINING

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationInd
CALIFORNIA IRONWORKERS FIELD PENSION TRUST
131 N EL MOLINO AVENUE SUITE 330PASADENACA91101956042866TO PROVIDE PENSION BENEFITS TO IRONWORKER PARTICIPANTSCA501ANONEN/A0
CALIFORNIA FIELD IRONWORKERS LABOR MANAGEMENT CO-OP TRUST
900 RESERVE DRIVE SUITE 104ROSEVILLECA95678943168117TO PROMOTE RELATIONS BETWEEN MANAGEMENT AND LABORCA501(C)(5)NONEN/A0
CALIFORNIA IRONWORKERS FIELD WELFARE PLAN
131 N EL MOLINO AVENUE SUITE 330PASADENACA91101956042868TO PROVIDE HEALTH AND WELFARE BENEFITS TO IRONWORKER PARTICIPANTSCA501(C)(9)NONEN/A0
CALIFORNIA FIELD IRONWORKERS VACATION TRUST
131 N EL MOLINO AVENUE SUITE 330PASADENACA91101956042867TO PROVIDE VACATION BENEFITS TO IRONWORKER PARTICIPANTSCA501(C)(9)NONEN/A0
IRONWORKERS WORKERS COMPENSATION TRUST
131 N EL MOLINO AVENUE SUITE 330PASADENACA91101436895772TO PROVIDE ASSISTANCE TO IRONWORKERS REGARDING WORKERS COMPENSATIONCA501(C)(6)NONEN/A0
CALIFORNIA FIELD IRONWORKERS ADMINISTRATIVE TRUST
1909 CAPITOL AVENUE SUITE 202SACRAMENTOCA95811946313717TO PROMOTE WORK OF THE FIELD IRONWORKERS INDUSTRYCA501(C)(6)NONEN/A0
CIECDCIW MARKET RETENTION COMMITTEE
900 RESERVE DRIVE SUITE 104ROSEVILLECA95678680414047TO ACTIVELY PARTICIPATE IN THE ENHANCEMENT OF THE UNIONIZED CONSTRUCTIONCA501(C)(5)NONEN/A0
CALIFORNIA IRONWORKERS FIELD DEFINED CONTRIBUTION PENSION TRUST FUND
131 N EL MOLINO AVE STE 330PASADENACA91101953304279TO PROVIDE FINANCIAL ASSISTANCE UPON RETIREMENTCA501ANONEN/A0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1IRONWORKERS EMPLOYEES' BENEFIT CORPORATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1131 N EL MOLINO AVENUE SUITE 330AddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91101ZIPCd
FieldValueIRS element (for citing)
EIN953084599EIN
Primary ActivitiesPAYS COMMON ADMINISTRATIVE EXPENSESPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Entity TypeCEntityTypeTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1IRONWORKERS EMPLOYEES' BENEFIT CORPORATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypePTransactionTypeTxt
Involved$722,000InvolvedAmt
Method Of Amount DeterminationBASED ON COST ALLOCATION STUDYMethodOfAmountDeterminationTxt