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APPRENTICE & JOURNEYMAN TRG TR FUND OF SO CA PLMG HTG & PIPING INDUS: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
APPRENTICE & JOURNEYMAN TRG TR FUND OF SO CA PLMG HTG & PIPING INDUS (EIN 95-1936049)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-03-27
IRS object ID
202130869349300603
Schema version
2019v5.2
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)
Return2021-03-27T17:36:23-05:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EIDE BAILLY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13130 CROW CANYON PL STE 300AddressLine1Txt
CitySAN RAMONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP945831386ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN951936049EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1APPRENTICE & JOURNEYMEN TRG TRUST FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAPPRBusinessNameControlTxt
Phone3106040892PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17850 HASKELL AVEAddressLine1Txt
CityVAN NUYSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91406ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPRESTON RIEHLPersonNm
Person TitleCHIEF EXECUTIVE OFFICERPersonTitleTxt
Phone3106040892PhoneNum
Signature2021-03-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHERESA MONTGOMERY CPAPreparerPersonNm
PTINP00232100PTIN
Phone9254804000PhoneNum
Preparation2021-03-27PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPRESTON RIEHLPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line17850 HASKELL AVEAddressLine1Txt
CityVAN NUYSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91406ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$28,416,288GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1956FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionEDUCATIONAL PROGRAMS FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING INDUSTRY.ActivityOrMissionDesc
Voting Members Governing Body26VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee232TotalEmployeeCnt
Total Volunteers26TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$141,187PYContributionsGrantsAmt
CY Contributions Grants$117,576CYContributionsGrantsAmt
PY Program Service Revenue$28,689,802PYProgramServiceRevenueAmt
CY Program Service Revenue$27,808,033CYProgramServiceRevenueAmt
PY Investment Income$232,259PYInvestmentIncomeAmt
CY Investment Income$360,955CYInvestmentIncomeAmt
PY Other Revenue$25,042PYOtherRevenueAmt
CY Other Revenue$129,724CYOtherRevenueAmt
PY Total Revenue$29,088,290PYTotalRevenueAmt
CY Total Revenue$28,416,288CYTotalRevenueAmt
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$9,278,970PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$9,996,444CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,940,967PYOtherExpensesAmt
CY Other Expenses$6,836,416CYOtherExpensesAmt
PY Total Expenses$15,219,937PYTotalExpensesAmt
CY Total Expenses$16,832,860CYTotalExpensesAmt
PY Revenues Less Expenses$13,868,353PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$11,583,428CYRevenuesLessExpensesAmt
Total Assets BOY$65,996,719TotalAssetsBOYAmt
Total Assets EOY$79,147,427TotalAssetsEOYAmt
Total Liabilities BOY$2,074,155TotalLiabilitiesBOYAmt
Total Liabilities EOY$3,537,270TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$63,922,564NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$75,610,157NetAssetsOrFundBalancesEOYAmt
MissionESTABLISHING, CONDUCTING, OR PARTICIPATING IN EDUCATIONAL PROGRAMS FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND PIPING INDUSTRY WITHIN SOUTHERN CALIFORNIA.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$11,643,344ExpenseAmt
Revenue$27,937,757RevenueAmt
DescESTABLISHED, CONDUCTED OR PARTICIPATED IN EDUCATIONAL PROGRAMS FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND PIPING INDUSTRY WITHIN SOUTHERN CALIFORNIA.Desc
Total Program Service Expenses$11,643,344TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
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 OperatingYes (1)SchoolOperatingInd
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
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
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 Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document16IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee232EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
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 Members26GoverningBodyVotingMembersCnt
Independent Voting Member26IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
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 BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn0AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc0RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
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 Line1PRESTON RIEHLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3106040892PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17850 HASKELL AVEAddressLine1Txt
CityVAN NUYSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91406ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndKey EmployeeKeyEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
RAY LEVANGIE III
EXECUTIVE DIRECTOR40.00Yes (X)$211,148$0$100,124
JASON SHEFTS
SUPERVISOR40.00$164,224$0$39,248Yes (X)
WILLIAM WOOD
TRAINING COORDINATOR40.00$162,175$0$85,072Yes (X)
NICK BUSICH
TRAINING INSTRUCTOR40.00$156,956$0$40,292Yes (X)
ROBERT SANDFORD
TRAINING INSTRUCTOR40.00$149,497$0$40,519Yes (X)
JAIME VERA
SUPERVISOR40.00$145,946$0$38,263Yes (X)
RAFAEL NAVARRO
SUPERVISOR40.00$144,791$0$38,528Yes (X)
CHIP MARTIN
CHAIRMAN0.50Yes (X)$0$0$0Yes (X)
DOUG MARIAN
CO-CHAIRMAN0.50Yes (X)$0$0$0Yes (X)
GREG LEWIS
SECRETARY0.50Yes (X)$0$0$0Yes (X)
BARBARA SKY
CO-SECRETARY0.50Yes (X)$0$0$0Yes (X)
ADAM ELLIOTT
TRUSTEE0.50$0$0$0Yes (X)
ANDREW REYES
TRUSTEE0.50$0$0$0Yes (X)
AL POWERS
TRUSTEE0.50$0$0$0Yes (X)
BRYAN SUTTLES
TRUSTEE0.50$0$0$0Yes (X)
GLENN SANTA CRUZ
TRUSTEE0.50$0$0$0Yes (X)
CHRIS YOUNG
TRUSTEE0.50$0$0$0Yes (X)
JEFF THOMAS
TRUSTEE0.50$0$0$0Yes (X)
DAMON PREMER
TRUSTEE0.50$0$0$0Yes (X)
JEREMY DIAZ
TRUSTEE0.50$0$0$0Yes (X)
DON CHASE
TRUSTEE0.50$0$0$0Yes (X)
MICHAEL LOPEZ
TRUSTEE0.50$0$0$0Yes (X)
JAY LUSITA
TRUSTEE0.50$0$0$0Yes (X)
MIKE HARTLEY
TRUSTEE0.50$0$0$0Yes (X)
JEFF HACHEY
TRUSTEE0.50$0$0$0Yes (X)
RAY LEVANGIE JR
TRUSTEE0.50$0$0$0Yes (X)
LYLE FERGUSON
TRUSTEE0.50$0$0$0Yes (X)
RICARDO PEREZ
TRUSTEE0.50$0$0$0Yes (X)
MIKE MARTIN
TRUSTEE0.50$0$0$0Yes (X)
SHANE BOSTON
TRUSTEE0.50$0$0$0Yes (X)
STEVE CORNELIOUS
TRUSTEE0.50$0$0$0Yes (X)
STEVEN GOMEZ
TRUSTEE0.50$0$0$0Yes (X)
STEVE FOSDICK
TRUSTEE0.50$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,134,737TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$382,046TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K28IndivRcvdGreaterThan100KCnt
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
HC OLSEN CONSTRUCTION
710 LOS ANGELES AVEMONROVIACA91016CONSTRUCTION$4,234,021
CLICK SAFETY
5 WALL STREETBURLINGTONMA01803OSHA TRAINING$166,200
LOS ANGELES UNIFIED SCHOOL DISTRICT
333 SOUTH BEAUDRY AVENUELOS ANGELESCA90017CONSULTING SERVICES$152,808
LINDQUIST LLP
600 CITY PARKWAY WEST STE 300ORANGECA92868ACCOUNTING SERVICES$124,622
STEVE DUSCHA ADVISORIES
7850 HASKELL AVEVAN NUYSCA91406CONSULTING SERVICES$119,351
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt
Government Grants$117,576GovernmentGrantsAmt
Total Contributions$117,576TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$22,993,295$22,993,295
TRAINING PROGRAM REIMBURSEMENT900099$4,814,738$4,814,738
FieldValueIRS element (for citing)
Total Program Service Revenue$27,808,033TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$360,955TotalRevenueColumnAmt
Exclusion$360,955ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$129,724TotalRevenueColumnAmt
Related Or Exempt Func Income$129,724RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$129,724OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,416,288TotalRevenueColumnAmt
Related Or Exempt Func Income$27,937,757RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$360,955ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$293,253TotalAmt
Management And General$293,253ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$6,651,717TotalAmt
Program Services$5,781,727ProgramServicesAmt
Management And General$869,990ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$1,406,062TotalAmt
Program Services$1,142,585ProgramServicesAmt
Management And General$263,477ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,071,290TotalAmt
Program Services$813,902ProgramServicesAmt
Management And General$257,388ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$574,122TotalAmt
Program Services$439,443ProgramServicesAmt
Management And General$134,679ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$184,087TotalAmt
Management And General$184,087ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$128,508TotalAmt
Management And General$128,508ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$238,136TotalAmt
Management And General$238,136ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$613,951TotalAmt
Management And General$613,951ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$284,726TotalAmt
Management And General$284,726ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$192,962TotalAmt
Management And General$192,962ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,149,233TotalAmt
Management And General$1,149,233ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$251,731TotalAmt
Program Services$112,943ProgramServicesAmt
Management And General$138,788ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$29,189TotalAmt
Management And General$29,189ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$3,535TotalAmt
Management And General$3,535ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,132,841TotalAmt
Program Services$996,451ProgramServicesAmt
Management And General$136,390ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$241,800TotalAmt
Management And General$241,800ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CLASS, SHOP, TEXTS, SUP$2,007,882$2,007,882$0
JOURNEYMEN INCENTIVES$348,411$348,411$0
OTHER EXPENSES$29,424$0$29,424

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$16,832,860TotalAmt
Program Services$11,643,344ProgramServicesAmt
Management And General$5,189,516ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$4,595,993BOYAmt
EOY$1,829,993EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$31,604,211BOYAmt
EOY$42,680,989EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,727,769BOYAmt
EOY$2,739,047EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$67,492EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$641,293BOYAmt
EOY$1,226,906EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$41,150,753LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$12,626,612LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$24,784,378BOYAmt
EOY$28,524,141EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$554,589BOYAmt
EOY$2,020,373EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$82,500BOYAmt
EOY$52,500EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,986BOYAmt
EOY$5,986EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$65,996,719BOYAmt
EOY$79,147,427EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$755,295BOYAmt
EOY$392,201EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$1,251,006BOYAmt
EOY$1,043,339EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$1,999,640EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$67,854BOYAmt
EOY$102,090EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,074,155BOYAmt
EOY$3,537,270EOYAmt
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$63,922,564BOYAmt
EOY$75,610,157EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$63,922,564BOYAmt
EOY$75,610,157EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$65,996,719BOYAmt
EOY$79,147,427EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$11,583,428ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$104,165NetUnrlzdGainsLossesInvstAmt
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 A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

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$2,640,542OtherCostOrOtherBasisAmt
Book Value$2,640,542BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$26,427,966OtherCostOrOtherBasisAmt
Depreciation$4,886,583DepreciationAmt
Book Value$21,541,383BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,137,672OtherCostOrOtherBasisAmt
Depreciation$2,439,822DepreciationAmt
Book Value$2,697,850BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,544,255OtherCostOrOtherBasisAmt
Depreciation$5,039,035DepreciationAmt
Book Value$1,505,220BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$400,318OtherCostOrOtherBasisAmt
Depreciation$261,172DepreciationAmt
Book Value$139,146BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$28,524,141TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
CLASS DEPOSIT$55,758
PAYROLL WITHHOLDINGS$46,332
FieldValueIRS element (for citing)
Total Liability$102,090TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$28,520,453TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$104,165NetUnrealizedGainsInvstAmt
Revenue Not Reported$104,165RevenueNotReportedAmt
Revenue Subtotal$28,416,288RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$28,416,288TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$16,832,859TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$16,832,859ExpensesSubtotalAmt
Other Expenses Not Included$1OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$16,832,860TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE TRUST IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE IRS, BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRES TRUST MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS.
PART XII, LINE 4B - OTHER ADJUSTMENTS:ROUNDING

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3TRAINING APPLICANTS ARE SOLICITED WITH PAID ADVERTISING IN SOUTHERN CALIFORNIA AREA NEWSPAPERS.
SCHEDULE E, PART I, LINE 6THE ORGANIZATION RECEIVED GRANTS FROM THE CALIFORNIA APPRENTICESHIP COUNCIL.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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
RAY LEVANGIE III
EXECUTIVE DIRECTOR$195,186$0$0$0$15,962$0$86,994$0$13,130$0$311,272$0$0$0
JASON SHEFTS
SUPERVISOR$150,282$0$0$0$13,942$0$26,118$0$13,130$0$203,472$0$0$0
WILLIAM WOOD
TRAINING COORDINATOR$147,809$0$0$0$14,366$0$71,942$0$13,130$0$247,247$0$0$0
NICK BUSICH
TRAINING INSTRUCTOR$146,057$0$0$0$10,899$0$27,162$0$13,130$0$197,248$0$0$0
ROBERT SANDFORD
TRAINING INSTRUCTOR$138,557$0$0$0$10,940$0$27,389$0$13,130$0$190,016$0$0$0
JAIME VERA
SUPERVISOR$132,527$0$0$0$13,419$0$25,133$0$13,130$0$184,209$0$0$0
RAFAEL NAVARRO
SUPERVISOR$131,236$0$0$0$13,555$0$25,398$0$13,130$0$183,319$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2RAYMOND LEVANGIE III, THE EXECUTIVE DIRECTOR, IS RELATED TO RAYMOND LEVANGIE JR., TRUSTEE.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS DISTRIBUTED AT A BOARD MEETING PRIOR TO FILING.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990 , PART XII, LINE 2C:THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE ANNUAL AUDIT AND SELECTION OF THE INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.