2017-11-10T19:02:18-06:00 2016-12-31 680000424 BFBA LLP 83 SCRIPPS DRIVE STE 210 SACRAMENTO CA 95825 990 2016-01-01 952575486 ASSOCIATED GENERAL CONTRACTORS OF CALIFORNIA INC ASSO 9163712422 3095 BEACON BOULEVARD WEST SACRAMENTO CA 95691 MICHAEL NAVIN CFO/VP 9163712422 2017-11-08 1 PATRICIA FAITH P00294123 9169240800 66.60.157.181 2017-11-08 13:55:48 PS P 575F7E523F09C6C89390B235E9E632164F73187F 1AA28666A4DBAB456E5C12F89D677486F13BFFF5 2016 2017-02-10 21:41:12Z MICHAEL NAVIN 3095 BEACON BOULEVARD WEST SACRAMENTO CA 95691 5676002 0 X WWW.AGC.ORG X 1969 CA PROVIDES CONTRACT NEGOTIATION, LABOR SERVICE CONTRACT ADMINISTRATION AND INDUSTRY ADVOCACY SERVICES TO APPROXIMATELY 1,000 CONTRACTORS AND CONSTRUCTION-RELATED FIRMS THROUGHOUT CALIFORNIA. PRIMARY SOURCES OF REVENUE ARE FROM MEMBER DUES AND ADMINISTRATION FEES FOR SERVICES. 46 45 36 0 16975 -12485 0 0 5351280 5610288 9748 55776 34379 8406 5395407 5674470 43000 49000 0 0 2943604 3155977 0 0 0 2337037 2263168 5323641 5468145 71766 206325 6406014 6863073 3821566 4078448 2584448 2784625 X PROVIDES CONTRACT NEGOTIATION, LABOR SERVICE CONTRACT ADMINISTRATION AND INDUSTRY ADVOCACY SERVICES TO ITS MEMBERS WHO ARE CONTRATORS OR CONTRACTOR RELATED COMPANIES. PROMOTE RELATIONS BETWEEN GENERAL CONTRACTORS AND OTHER MEMBERS OF THE CONSTRUCTION INDUSTRY; PROVIDE A METHOD OF MAINTAINING FAVORABLE PUBLIC RELATIONS AND RELATIONS WITH GOVERNMENT ENTITIES; ESTABLISH AND COORDINATE STANDARD CONTRACTS TO PROPERLY PROTECT ALL PARTIES. PRIMARY SOURCES OF INCOME ARE DERIVED FROM MEMBER DUES AND ADMINISTRATION FEES CHARGES FOR TRUST, MANAGEMENT, AND INSURANCE SERVICES. 0 0 TO PROMOTE RELATIONS BETWEEN GENERAL CONTRACTORS AND OTHER MEMBERS OF THE CONSTRUCTION INDUSTRY: REDUCE CONSTRUCTION COSTS THROUGH RESEARCH AND COOPERATION WITH OTHER CONSTRUCTION AGENCIES; REDUCE THE OCCURRENCE OF INJURIES AND DEATH TO CONSTRUCTION WORKMEN; SUPPORT CONTRACTORS AND CONTRACTORS ASSOCIATIONS IN EFFORTS TO RECTIFY UNSATISFACTORY CONDITIONS RELATED TO CONSTRUCTION; ENCOURAGE SOUND BUSINESS METHODS TENDING TO RAISE THE STANDARD OF CONTRACTORS IN GENERAL. SERVICES ARE PROVIDED TO ABOUT 1,000 CONSTRUCTION RELATED MEMEBERS. PROVIDE A METHOD OF MAINTAINING FAVORABLE PUBLIC RELATIONS AND RELATIONS WITH OTHER GOVERNMENT AGENCIES IN NEGOTIATING FOR AND ENTERING INTO EQUITABLE AGREEMENTS RELATING TO HOURS, WAGES, AND WORKING CONDITIONS OF CONSTRUCTION WORKMEN. TO ESTABLISH VARIOUS STANDARD CONTRACTS AND TO COORDINATE SUCH CONTRACTS WITH EACH OTHER SO THAT THE RESPECTIVE INTEREST OF OWNERS, GENERAL CONTRACTORS, SUBCONTRACTORS, MANUFACTURERS, AND DEALERS MAY BE PROPERLY PROTECTED. 0 0 0 1 0 0 0 0 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 25 0 1 36 1 1 1 0 0 0 0 0 X 46 45 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X MICHAEL NAVIN 9163712422 3095 BEACON BLVD WEST SACRAMENTO CA 95691 TOM HOLSMAN CEO 20.00 20.00 X X 0 229478 142620 JON BALL IMM. PAST PRES. 1.00 X X 0 0 0 MIKE MENCARINI SENIOR VICE PRESIDENT 1.00 X X 0 0 0 JAIME ANGUS PRESIDENT 1.00 X X 0 0 0 WALT JOHNSON VICE PRESIDENT 1.00 X X 0 0 0 JEROME DIPADOVA TREASURER 1.00 X X 0 0 0 RYAN AUKERMAN DIRECTOR 1.00 X 0 0 0 PHILIP GEORGE DIRECTOR 1.00 X 0 0 0 CARL BARRETT DIRECTOR 1.00 X 0 0 0 DINA KIMBLE DIRECTOR 1.00 X 0 0 0 DENISE DUTRA DIRECTOR 1.00 X 0 0 0 BLAIR DOUGLAS DIRECTOR 1.00 X 0 0 0 CHRIS LARSEN DIRECTOR 1.00 X 0 0 0 DERMOT FALLON DIRECTOR 1.00 X 0 0 0 CORY BYKOSKI DIRECTOR 1.00 X 0 0 0 CHRIS L HANDLEY DIRECTOR 1.00 X 0 0 0 DERON HAPTONSTALL DIRECTOR 1.00 X 0 0 0 GARY CASTRO DIRECTOR 1.00 X 0 0 0 TERI JACKSON DIRECTOR 1.00 X 0 0 0 STEVE KAESLER DIRECTOR 1.00 X 0 0 0 ALLEN KUNG DIRECTOR 1.00 X 0 0 0 LARRY LENZ DIRECTOR 1.00 X 0 0 0 TED POLICH DIRECTOR 1.00 X 0 0 0 DAN MCGREW DIRECTOR 1.00 X 0 0 0 JAMES MCLAMB DIRECTOR 1.00 X 0 0 0 TALIN ESPINOZA DIRECTOR 1.00 X 0 0 0 ERIC GUZMAN DIRECTOR 1.00 X 0 0 0 ED MOORE DIRECTOR 1.00 X 0 0 0 JOHN NUNAN DIRECTOR 1.00 X 0 0 0 KART PHILIPOVITCH DIRECTOR 1.00 X 0 0 0 SAM PHILLIPS DIRECTOR 1.00 X 0 0 0 STEVE RULE DIRECTOR 1.00 X 0 0 0 STEPHEN POINDEXTER DIRECTOR 1.00 X 0 0 0 CARY PURVES DIRECTOR 1.00 X 0 0 0 VITAS RUGIENIUS DIRECTOR 1.00 X 0 0 0 DEREK RADOS DIRECTOR 1.00 X 0 0 0 CATHY SKEEN DIRECTOR 1.00 X 0 0 0 BILL SHIELDS DIRECTOR 1.00 X 0 0 0 BERT SOMERS DIRECTOR 1.00 X 0 0 0 VERNER THOMAS DIRECTOR 1.00 X 0 0 0 GAYLE SALVUCCI DIRECTOR 1.00 X 0 0 0 JOSE RODRIGUEZ DIRECTOR 1.00 X 0 0 0 ERWIN VILLEGAS DIRECTOR 1.00 X 0 0 0 ART WOODWARD DIRECTOR 1.00 X 0 0 0 CHIP STERNDAHL DIRECTOR 1.00 X 0 0 0 RICK VIEHAUS DIRECTOR 1.00 X 0 0 0 MICHAEL NAVIN CFO 20.00 20.00 X 0 149146 59728 MARK REYNOSA DIR. INDUST. REL. 40.00 X 133367 0 16551 ERIN VOLK VP, GOV'T RELATIONS 40.00 X 0 121519 4698 DAVID JONES VP, FIELD SERVICES 40.00 X 119267 0 14271 DAVID JENKINS VP MEMBERSHIP & BUS. DEV. 40.00 X 138820 0 0 JOHN COOPER DIR JOINT ENGINEERING 40.00 X 117869 0 25585 509323 500143 263453 4 0 1 0 0 MEMBERSHIP DUES & ASSE 561499 2725771 2725771 CONTRACT ADMINISTRATIO 561000 2106642 2106642 MEMBER PROGRAM/ADMIN 561499 295589 295589 LEGISLATIVE FUNDING 561499 269500 269500 SEMINARS/PUBLICATIONS 561499 163340 163340 49446 16975 32471 5610288 47508 47508 9800 1532 8268 8268 8268 NET EVENTS REVENUE 561000 8406 8406 8406 5674470 5577516 16975 79979 49000 22695 2439189 70000 415664 208429 94574 28327 24611 10450 2116 149917 80584 423803 61921 293557 224481 217374 26288 325920 171280 50119 TRAINING EXPENSE 20201 PUBLIC RELATIONS 18486 STAFF RELATIONS 11747 DUES AND SUBSCRIPTIONS 11282 16130 5468145 534017 720400 211215 213342 1110388 1088047 13373 13373 85673 95932 4131358 3131331 1054211 1000027 192228 203229 3190149 3513963 14760 14760 6406014 6863073 1066795 1125808 2031518 2297930 197983 215079 525270 439631 3821566 4078448 X 2584448 2784625 2584448 2784625 6406014 6863073 206325 -8264 2116 0 X 0 1 X 1 0 0 0 0 2725771 10450 10450 10450 196839 196839 1926740 1346795 579945 1577878 1367358 210520 429901 417178 12723 1000027 3513963 C 3513963 DEPOSITS HELD IN TRUST 69219 RETIREMENT BENEFITS PAYABLE 141299 FOLSOM LAKE BANK RETIREMENT PLAN 229113 439631 5657790 -6148 -6148 5663938 2116 8416 10532 5674470 5457613 0 5457613 2116 8416 10532 5468145 PART XI, LINE 4B - OTHER ADJUSTMENTS: NET EVENTS REVENUE 8,406. NET EVENTS REVENUE - FS RECLASS 10. PART XII, LINE 4B - OTHER ADJUSTMENTS: NET EVENTS REVENUE 8,406. NET EVENTS REVENUE - FS RECLASS 10. 1 AGC CONSTRUCTION EDUCATION FD 3095 BEACON BOULEVARD WEST SACRAMENTO CA 95691 680463586 501(C)(3) 29000 EDUCATION THE ROAD INFORMATION PROGRAM 1726 M STREET NW SUITE 401 WASHINGTON DC 20036 520941402 501(C)(3) 10000 TRANSPORTATION TRANSPORTATION CALIFORNIA 925 L STREET SUITE 220 SACRAMENTO CA 95814 680354406 501(C)(4) 10000 TRANSPORTATION 2 1 PART I, LINE 2: GRANTS ARE PROVIDED TO 501(C)(3) ORGANIZATIONS THAT HAVE THEIR OWN PROCEDURES FOR MONITORING GRANTS. X X X 0 1 0 TOM HOLSMAN CEO 0 223798 0 0 0 5680 0 114180 14220 14220 14220 357878 0 75781 MICHAEL NAVIN CFO 0 148054 0 0 0 1092 0 38541 8475 12712 8475 200399 0 35401 PART I, LINE 3 TOM HOLSMAN WORKS AN AVERAGE OF 20 HOURS A WEEK FOR CONSTRUCTION INDUSTRY ADVISORY GROUP ("CIAG"), A WHOLLY-OWNED, FOR-PROFIT SUBSIDIARY OF ASSOCIATED GENERAL CONTRACTORS OF CALIFORNIA, INC. ("AGC"). AGC REIMBURSES CIAG FOR THE AMOUNT OF TIME TOM WORKS FOR AGC. MICHAEL NAVIN WORKS AN AVERAGE OF 20 HOURS A WEEK FOR CONSTRUCTION INDUSTRY ADVISORY GROUP ("CIAG"), A WHOLLY-OWNED, FOR-PROFIT SUBSIDIARY OF ASSOCIATED GENERAL CONTRACTORS OF CALIFORNIA, INC. ("AGC"). AGC REIMBURSES CIAG FOR THE AMOUNT OF TIME MICHAEL WORKS FOR AGC. PART I, LINE 4B TOM HOLSMAN PARTICIPATED IN A NON-QUALIFIED PLAN. AMOUNT ALLOCATED AND INDICATED AS DEFERRED COMPENSATION ON SCHEDULE J WAS $114,180. MICHAEL NAVIN PARTICIPATED IN A NON-QUALIFIED PLAN. AMOUNT ALLOCATED AND INDICATED AS DEFERRED COMPENSATION ON SCHEDULE J WAS $38,541. FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - FORM 990 IS REVIEWED BY THE BOARD APPOINTED AUDIT COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. PERIODIC REVIEWS ARE HELD THROUGH MONTHLY EXECUTIVE COMMITTEE MEETINGS AND QUARTERLY BOARD REVIEW MEETINGS. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECTS: A. WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARM'S LENGTH BARGAINING. B. WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS CONFORM TO THE ORGANIZATION'S WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, FURTHER CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 OFFICERS ANNUALLY REVIEW THE CEO SALARY, BONUS AND ANY CHANGES. 1. REVIEW AND APPROVAL. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS OR COMPENSATION COMMITTEE OF THE ORGANIZATION, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. 2. USE OF DATA AS TO COMPARABLE COMPENSATION. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 3.CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT. INCLUDES DOCUMENTS AND SCORES RELATED TO ANNUAL PERFORMANCE EVALUATIONS. OFFICERS ANNUALLY REVIEW THE CEO SALARY, BONUS AND ANY CHANGE. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS AND BYLAWS ARE AVAILABLE TO THE PUBLIC THROUGH THE ORGANIZATION'S WEBSITE. GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. AGC CONSTRUCTION EDUCATION FOUNDATION 3095 BEACON BLVD WEST SACRAMENTO CA 95691 680463586 CONSTRUCTION EDUCATION CA 501(C)(3) LINE_7_ORGANIZATION_ N/A 0 CARPENTERS CONTRACT ADMIN TRUST FUND 3095 BEACON BLVD WEST SACRAMENTO CA 95691 943031292 CONTRACT ADMINISTRATION CA 501(C)(5) N/A 0 CEMENT MASONS CONTRACTORS ADMIN TRUST 3095 BEACON BLVD WEST SACRAMENTO CA 95691 943024986 CONTRACT ADMINISTRATION CA 501(C)(5) N/A 0 DIRECTIONAL BORING CONTRACTORS ADMIN TST 3095 BEACON BLVD WEST SACRAMENTO CA 95691 954860201 CONTRACT ADMINISTRATION CA 501(C)(5) N/A 0 LABORERS CONTRACT ADMIN TRUST 3095 BEACON BLVD WEST SACRAMENTO CA 95691 510166671 CONTRACT ADMINISTRATION CA 501(C)(5) N/A 0 OPERATING ENGINEERS CONTRACT ADMIN TRUST 3095 BEACON BLVD WEST SACRAMENTO CA 95691 943025011 CONTRACT ADMINISTRATION CA 501(C)(5) N/A 0 PILE DRIVERS CONTRACT ADMIN TRUST 3095 BEACON BLVD WEST SACRAMENTO CA 95691 943032993 CONTRACT ADMINISTRATION CA 501(C)(5) N/A 0 CONSTRUCTION INDUSTRY ADVISORY GROUP 3095 BEACON BLVD WEST SACRAMENTO CA 95691 320052641 CONSULTING CA AGC OF CALIF C -211575 3553780 1.00000 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 CONSTRUCTION INDUSTRY ADVISORY GROPU B 320429 ACTUAL AMOUNT CONSTRUCTION INDUSTRY ADVISORY GROPU K 60660 ACTUAL AMOUNT CONSTRUCTION INDUSTRY ADVISORY GROPU O 259645 ESTIMATED COST CONSTRUCTION INDUSTRY ADVISORY GROPU P 22538 ESTIMATED COST CARPENTERS CONTRACT ADMIN TRUST FUND L 180000 ACTUAL AMOUNT CEMENT MASONS CONTRACTORS TRUST FUND L 112000 ACTUAL AMOUNT LABORERS CONTRACT ADMIN TRUST FUND L 695000 ACTUAL AMOUNT PILE DRIVERS CONTRACT ADMIN TRUST FUND L 34181 ACTUAL AMOUNT