2021-09-03T17:58:18-05:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 915 HIGHLAND POINTE DR SUITE 300 ROSEVILLE CA 95678 990 2020-01-01 330144680 SAN DIEGO CHAPTER ABC TRAINING TRUST FUND SAND 8585134700 13825 KIRKHAM WAY POWAY CA 92064 KEVIN HARTNETT CHAIRMAN 8585134700 2021-07-23 1 KEVIN HARTNETT 999009999 CRYSTAL COLEMAN P00823057 9167847800 2021-07-23 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ANDREW WELLS 13825 KIRKHAM WAY POWAY CA 92064 2901703 0 X WWW.ABCSD.ORG X 1997 CA OPERATES A CONSTRUCTION TRAINING PROGRAM FOR APPRENTICES AND JOURNEYMEN. 7 7 0 7 0 0 0 0 2640365 2556165 168444 162739 211259 87962 3020068 2806866 0 0 0 0 0 0 0 0 0 2832881 2401106 2832881 2401106 187187 405760 11179574 12098791 372238 412698 10807336 11686093 THE SAN DIEGO CHAPTER ABC (ASSOCIATED BUILDERS AND CONTRACTORS) TRAINING TRUST OPERATES AND ADMINISTERS STATE AND FEDERALLY APPROVED APPRENTICESHIP PROGRAMS AND CONDUCTS JOURNEYMAN AND CRAFT TRAINING 0 0 1969689 2556165 THE SAN DIEGO CHAPTER ABC TRAINING TRUST FUND (TRUST) OPERATES A CONSTRUCTION TRAINING PROGRAM FOR APPRENTICES AND JOURNEYMEN. THE PROGRAM PROVIDES ALL RECORD KEEPING FOR EACH STUDENT, EVALUATION OF PROGRESS, CONTACT WITH EMPLOYERS, DEVELOPMENT OF CURRICULUM, RECRUITING, TESTING AND INTERVIEWING PROSPECTIVE TRAINERS, FINDING AND EVALUATING INSTRUCTORS, AND PROVIDING TRAINING MATERIAL AND AIDS. IN ADDITION, THE STAFF PERFORMS ALL THE WORK INVOLVED IN GRADUATION CEREMONIES, SETS UP MONTHLY TRUSTEE MEETINGS AND MANAGES ANY OTHER EXPENDITURES NEEDED TO MAINTAIN A SUCCESSFUL TRAINING PROGRAM. 1969689 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 11 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X FUTUREPLAN BY ASCENSUS 6196832030 404 CAMINO DEL RIO SOUTH 608 SAN DIEGO CA 92108 ANDREW WELLS CHAIRMAN 1.00 X X 0 0 0 KEVIN HARTNETT SECRETARY 1.00 X X 0 0 0 RENEE LARZALERE TREASURER 1.00 X X 0 0 0 PAUL ROWAN TRUSTEE 1.00 X 0 0 0 RICK DRINKWARD TRUSTEE 1.00 X 0 0 0 JASON HILES TRUSTEE 1.00 X 0 0 0 BOBBY BASSO TRUSTEE 1.00 X 0 0 0 SHANDON HARBOUR EXECUTIVE DIRECTOR 20.00 40.00 X 0 175000 21883 0 175000 21883 0 0 1 0 GAROFOLO & RAMSDELL LLP 3443 GOLDEN GATE WAY SUITE H LAFAYETTE CA 94549 LEGAL 129978 1 TRAINING CONTRIBUTIONS 611600 2076441 2076441 MONTOYA INCOME 611600 465345 465345 SKILLED WORKFORCE 611600 8250 8250 OTHER PROGRAM INCOME 611600 3249 3249 EDUCATION TEXTBOOKS 611600 2880 2880 2556165 162739 162739 182799 94837 87962 87962 87962 2806866 2556165 0 250701 1194742 1123057 71685 152616 152616 47587 47587 32646 32646 3080 80 3000 45050 30634 14416 754 588 166 100200 88117 12083 1865 1576 289 250 250 243908 190248 53660 65679 51230 14449 CONTINUING EDUCATION 119869 119869 EDUCATION AND LAB 79998 79998 RSI ADMIN EXPENSE 69821 69821 TEMPORARY HELP 65550 65550 177491 148671 28820 2401106 1969689 431417 0 1096369 1766466 187336 154769 563866 388360 63218 70236 36775 33243 6620080 3174104 3627918 3445976 5604092 6239741 11179574 12098791 365411 397523 6827 15175 372238 412698 X 10807336 11686093 10807336 11686093 11179574 12098791 405760 472998 0 X 0 1 X 1 0 X 2318189 2490847 617617 2640365 2556165 10623183 2318189 2490847 617617 2640365 2556165 10623183 0 0 0 10623183 155873 213993 158427 234442 345538 1108273 155873 213993 158427 234442 345538 1108273 2474062 2704840 776044 2874807 2901703 11731456 0.90550 0.92430 0.09450 0.07570 X 1500000 1500000 3162243 1897346 1264897 1429103 748175 680928 174695 174695 0 354039 353888 151 3445976 MUTUAL FUNDS, ETFS AND CLOSED-END FUNDS 6239741 F 6239741 PREPAID RENT 15175 15175 X 3374701 472998 472998 2901703 -94837 -94837 2806866 2495943 94837 94837 2401106 0 2401106 PART X, LINE 2: FASB ASC TOPIC 740, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FOR THOSE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. FOR THE YEAR ENDED DECEMBER 31, 2020, THE TRUST HAS NO MATERIAL UNCERTAIN TAX POSITIONS TO BE ACCOUNTED FOR IN THE FINANCIAL STATEMENTS UNDER THESE RULES. THE TRUST RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNRECOGNIZED TAX BENEFITS IN GENERAL AND ADMINISTRATIVE EXPENSES. THE TRUST FILES TAX RETURNS EXEMPT FROM INCOME TAX IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF CALIFORNIA. THE TRUST DID NOT HAVE UNRECOGNIZED TAX BENEFITS AS OF THE YEAR ENDED DECEMBER 31, 2020 AND DOES NOT EXPECT THIS TO CHANGE SIGNIFICANTLY OVER THE NEXT TWELVE MONTHS. THE TRUST WILL RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX BENEFITS AS A COMPONENT OF INCOME TAX EXPENSE. AS OF DECEMBER 31, 2020, THE TRUST HAS NOT ACCRUED INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -94,837. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 94,837. 0 1 0 0 0 0 0 0 0 SHANDON HARBOUR EXECUTIVE DIRECTOR 0 175000 0 0 0 0 0 7000 0 14883 0 196883 0 0 PART I, LINE 3 THE TRAINING TRUST REIMBURSES THE CHAPTER FOR WORK RELATED TO AND PERFORMED FOR THE TRAINING TRUST. FORM 990, PART VI, SECTION B, LINE 11B THE CPA PREPARED AND REVIEWED 990 AND AUDIT REPORT PACKAGE ARE PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FINALIZING. FORM 990, PART VI, SECTION B, LINE 12C THE TRUSTEES ANNUALLY INDICATE IN WRITTEN FORM COMPLIANCE WITH THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF ABC SAN DIEGO CHAPTER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION PROVIDES THE GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS UPON REQUEST. ASSOCIATED BUILDERS AND CONTRACTORS OF SAN DIEGO 13825 KIRKHAM WAY POWAY CA 92064 953000378 REPRESENTS MERIT SHOP CONTRACTORS, SUBCONTRACTORS, SUPPLIERS CA 501(C)(6) 0 ABC CALIFORNIA HEALTH TRUST 13825 KIRKHAM WAY POWAY CA 92064 336069031 ADMINISTERS APPRENTICE HEALTH TRUST CA 501(C)(6) 0 ASSOCIATED BUILDERS AND CONTRACTORS INC 440 1ST ST NW STE 200 WASHINGTON DC 20001 520579380 REPRESENTS MERIT SHOP CONTRACTORS, SUBCONTRACTORS, SUPPLIERS DC 501(C)(6) 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 1 0 0 ASSOCIATED BUILDERS AND CONTRACTORS OF SAN DIEGO P 1194742 CASH VALUE ASSOCIATED BUILDERS AND CONTRACTORS OF SAN DIEGO Q 182099 CASH VALUE