2015-04-07T12:05:48-05:00 2014-06-30 522385296 LINDQUIST LLP 600 CITY PARKWAY WEST SUITE 300 ORANGE CA 92868 990 2013-07-01 951936049 APPRENTICE & JOURNEYMEN TRG TRUST FUND APPR 3106040892 7850 HASKELL AVENUE VAN NUYS CA 91406 ARMANDO PULIDO EXEC DIRECTOR 3106040892 2015-04-07 1 RICHARD G THIERMANN P00974294 7142570100 2013 2016-02-25 16:41:14Z ARMANDO PULIDO 7850 HASKELL AVENUE VAN NUYS CA 91406 16108952 0 X N/A X 1956 CA ESTABLISHING, CONDUCTING OR PARTICIPATING IN EDUCATIONAL PROGRAMS FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND PIPING INDUSTRY WITHIN SOUTHERN CALIFORNIA. 27 27 187 0 10172 6576 813676 3705921 11872752 10715703 22766 22818 1335260 1664510 14044454 16108952 0 0 0 0 6354413 7076215 0 0 0 6344448 5953063 12698861 13029278 1345593 3079674 20910544 30330582 2548239 8317855 18362305 22012727 ESTABLISHING, CONDUCTING OR PARTICIPATING IN EDUCATIONAL PROGRAMS FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND PIPING INDUSTRY WITHIN SOUTHERN CALIFORNIA. 0 0 9410396 14903522 ESTABLISHED, CONDUCTED OR PARTICIPATED IN EDUCATIONAL PROGRAMS FOR APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND PIPING INDUSTRY WITHIN SOUTHERN CALIFORNIA. 9410396 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 52 0 1 187 1 1 1 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 X MICHELLE PONCE 3106040892 7850 HASKELL AVENUE VAN NUYS CA 91406 ROD COBOS TRUSTEE 0.10 X 0 0 0 GARY COOK TRUSTEE 0.10 X 0 0 0 RICHARD EDWARDS TRUSTEE 0.10 X 0 0 0 MARK FOREMAN TRUSTEE 0.10 X 0 0 0 WALT FRENCH TRUSTEE 0.10 X 0 0 0 MIKE HARTLEY TRUSTEE 0.10 X 0 0 0 KEN JENKINS TRUSTEE 0.10 X 0 0 0 HERB KLEEMAN TRUSTEE 0.10 X 0 0 0 MIKE LAYTON TRUSTEE 0.10 X 0 0 0 GLEN NOLTE TRUSTEE 0.10 X 0 0 0 RICARDO PEREZ TRUSTEE 0.10 X 0 0 0 MICHAEL ROCK TRUSTEE 0.10 X 0 0 0 JOSH SHERMAN TRUSTEE 0.10 X 0 0 0 SCOTT BURSON TRUSTEE 0.10 X 0 0 0 STEVE CORNELIUS TRUSTEE 0.10 X 0 0 0 STEVE KLAUS TRUSTEE 0.10 X 0 0 0 CARL LADDA TRUSTEE 0.10 X 0 0 0 STEVE MALCZEWSKI TRUSTEE 0.10 X 0 0 0 CHIP MARTIN TRUSTEE 0.10 X 0 0 0 BENI MONACO TRUSTEE 0.10 X 0 0 0 IRVIN PIKE TRUSTEE 0.10 X 0 0 0 SERGIO PINA TRUSTEE 0.10 X 0 0 0 RICHARD SAWHIL TRUSTEE 0.10 X 0 0 0 BARBARA SKY TRUSTEE 0.10 X 0 0 0 RICK VALDEZ TRUSTEE 0.10 X 0 0 0 RUSS WILSON TRUSTEE 0.10 X 0 0 0 DON CHASE TRUSTEE 0.10 X 0 0 0 ARMANDO PULIDO EXECUTIVE DIRECTOR 40.00 X 169549 0 85805 JOHN BLAS TRAINING COORDINATOR 40.00 X 134954 0 73645 JOSEPH WARTELLE SUPERVISOR/INSTRUCTOR 40.00 X 139011 0 32433 MIKE MERROW SUPERVISOR/INSTRUCTOR 40.00 X 125156 0 21435 ALBAN POWERS SUPERVISOR/INSTRUCTOR 40.00 X 138122 0 32230 MICHAEL BOSTON FOREMAN 40.00 X 118994 0 32776 825786 0 278324 10 0 1 0 LINDQUIST LLP 5000 EXECUTIVE PARKWAY SAN RAMON CA 94583 ACCOUNTING 165293 TECHNOCLARITY INC 4924 BALBOA BLVD STE 617 ENCINO CA 91316 CONSULTANT 148951 2 792898 2913023 2844113 3705921 EMPLOYER CONTRIBUTIONS 900099 10715703 10715703 10715703 22818 22818 10172 0 10172 10172 10172 LAUSD REBATE INCOME 900099 1534376 1534376 REBATE INCOME - OTHER 900099 51834 51834 PROGRAM EDUCATION 900099 43331 43331 24797 24797 1654338 16108952 12370041 10172 22818 252276 252276 5255831 4614971 640860 583290 487467 95823 525528 422631 102897 459290 351810 107480 53947 53947 150736 150736 92934 19914 73020 1967292 1833772 133520 209332 209332 769088 723528 45560 223898 12057 211841 70627 14003 56624 223798 223798 1061681 1061681 753796 703342 50454 173948 173948 JOURNEYMEN INCENTIVES 160350 160350 MISCELLANEOUS EXPENSE 41636 3103 38533 13029278 9410396 3618882 0 1243 1267 5614382 6122657 70173 58246 30492924 6344512 15224746 24148412 20910544 30330582 2545970 8283163 2269 34692 2548239 8317855 X 0 0 0 0 18362305 22012727 18362305 22012727 20910544 30330582 3079674 570748 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7640543 7640543 12160057 2591877 9568180 4598631 1617360 2981271 4091107 2135275 1955832 2002586 2002586 24148412 PAYROLL WITHHOLDINGS 32090 CLASS DEPOSIT 2602 34692 X 16132205 23253 23253 16108952 0 16108952 13052531 23253 23253 13029278 0 13029278 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE TRUST AND TO RECOGNIZE A TAX LIABILITY 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'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST AND HAS CONCLUDED THAT, AS OF JUNE 30, 2014, 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 TRUST IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TRUST BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: TAXABLE VALUE OF PERSONAL USE OF AUTOMOBILE 23,253. PART XII, LINE 2D - OTHER ADJUSTMENTS: TAXABLE VALUE OF PERSONAL USE OF AUTOMOBILE 23,253. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 TRAINING APPLICANTS ARE SOLICITED WITH PAID ADVERTISING IN SOUTHERN CALIFORNIA AREA NEWSPAPERS. SCHEDULE E, PART I, LINE 6 THE ORGANIZATION RECEIVED GRANTS FROM THE CALIFORNIA DEPARTMENT OF INDUSTRIAL RELATIONS AND EMPLOYMENT TRAINING PANEL. X 0 0 0 0 0 0 0 0 0 ARMANDO PULIDO EXECUTIVE DIRECTOR 160133 0 0 0 9416 0 74703 0 11102 0 255354 0 0 0 JOHN BLAS TRAINING COORDINATOR 128486 0 0 0 6468 0 62543 0 11102 0 208599 0 0 0 JOSEPH WARTELLE SUPERVISOR/INSTRUCTOR 139011 0 0 0 0 0 21331 0 11102 0 171444 0 0 0 ALBAN POWERS SUPERVISOR/INSTRUCTOR 138122 0 0 0 0 0 21128 0 11102 0 170352 0 0 0 MICHAEL BOSTON FOREMAN 118994 0 0 0 0 0 21674 0 11102 0 151770 0 0 0 X WELDING EQUIP 1 251057 FAIR MARKET VALUE X COMPUTERS 1 93000 FAIR MARKET VALUE 0 0 0 0 PART I, LINE 30B: THE FIGURE REPORTED IN PART I COLUMN B LINES 25 AND 26 IS BASED UPON THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11 PRIOR TO FILING, THE FORM 990 IS EMAILED AND REVIEWED BY MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 1: THE MODIFIED CASH BASIS OF ACCOUNTING WAS USED. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES IS 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 VI, SECTION A, LINE 8B: THE FINANCE COMMITTEE HAS AUTHORITY TO APPROVE CERTAIN TRANSACTIONS. ALL ACTIONS OF THE FINANCE COMMITTEE ARE DOCUMENTED IN THE COMMITTEE'S MINUTES.