AIRCONDITIONING AND REFRIGERATION INDUSTRY HEALTH AND WELFARE TRUST: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- AIRCONDITIONING AND REFRIGERATION INDUSTRY HEALTH AND WELFARE TRUST (EIN 95-6041105)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-10-07
- IRS object ID
- 201112809349300211
- Schema version
- 2010v3.4
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-10-07T11:12:25-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLER KAPLAN ARASE & CO LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4123 LANKERSHIM BLVD | AddressLine1 |
| City | NORTH HOLLYWOOD | City |
| State | CA | State |
| ZIP Code | 916022828 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956041105 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AIRCONDITIONING AND REFRIGERATION | BusinessNameLine1 |
| Business Name Line2 | INDUSTRY HEALTH AND WELFARE TRUST FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | AIRC | NameControl |
| Phone | 7149176100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1380 SOUTH SANDERSON AVENUE | AddressLine1 |
| City | ANAHEIM | City |
| State | CA | State |
| ZIP Code | 928065629 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD SAWHILL | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2011-09-22 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MILLER KAPLAN ARASE CO LLP | Name |
| Phone | 8187692010 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | jack wilkerson | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1380 S SANDERSON AVE ste 201 | AddressLine1 |
| City | anaheim | City |
| State | CA | State |
| ZIP Code | 928065629 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 33771645 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.acrtrust.org | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1959 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SEE SCHEDULE O | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 10 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 22912321 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 22097990 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1085693 | InvestmentIncomePriorYear |
| Investment Income Current Year | 604819 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 143477 | OtherRevenuePriorYear |
| Other Revenue Current Year | 123111 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 24141491 | TotalRevenuePriorYear |
| Total Revenue Current Year | 22825920 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 22156920 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 22445921 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 499957 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 440346 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1084820 | OtherExpensePriorYear |
| Other Expenses Current Year | 1038548 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 23741697 | TotalExpensesPriorYear |
| Total Expenses Current Year | 23924815 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 399794 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1098895 | RevenuesLessExpensesCY |
| Total Assets BOY | 27461553 | TotalAssetsBOY |
| Total Assets EOY | 27268083 | TotalAssetsEOY |
| Total Liabilities BOY | 11086917 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 11065002 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16374636 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 16203081 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SEE SCHEDULE O | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Description | SEE SCHEDULE O | Description |
| Described In501 C3 | false | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 10 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LARENA CARREON | NamePerson |
| Telephone Number | 7149176100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1380 S SANDERSON AVENUE SUITE 201 | AddressLine1 |
| City | anaheim | City |
| State | CA | State |
| ZIP Code | 928065629 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|
| PETER BORDAS | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| RICHARD SAWHILL | ||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |
| ROBERT CARDER | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| ROBERT LAKE | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| STEVEN SMITH | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| RAY MORTORFF | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| JACK FERRARA | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| FRED LARKIN | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| PETER BARRERA | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| DON TANAKA | ||||||
| Trustee | 1.0 | X | 0 | 0 | 0 | |
| GEORGE VASQUEZ | ||||||
| TRUSTEE | 1.0 | X | 0 | 0 | 0 | |
| MIKE TOBIN | ||||||
| trustee | 1.0 | X | 0 | 0 | 0 | |
| JACK WILKERSON | ||||||
| ADMINISTRATOR | 35.0 | 86577 | 129864 | 13716 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 86577 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 129864 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 13716 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| california physicians' service | |||||
| 50 beale STREET | SAN FRANCISCO | CA | 94105 | contract admin. | 188517 |
| miller kaplan arase co llp | |||||
| 4123 lankershim blvd | NORTH HOLLYWOOD | CA | 91602 | auditor | 114359 |
| horizon actuarial services llc | |||||
| 5200 lANKERSHIM BLVD STE 740 | NORTH HOLLYWOOD | CA | 91601 | actuary | 100638 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Total Contributions | 0 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EMPLOYER CONTRIBUTIONS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 22097990 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22097990 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 22097990 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 416427 | TotalRevenueColumn |
| Exclusion | $416,427 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11134117 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10945725 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 188392 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 188392 | TotalRevenueColumn |
| Exclusion | $188,392 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 123111 | TotalRevenueColumn |
| Related Or Exempt Function Income | 123111 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 123111 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22825920 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22221101 | RelatedOrExemptFunctionIncome |
| Exclusion | $604,819 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22445921 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86577 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230309 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91229 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32231 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 302879 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67415 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 114359 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41553 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 108004 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111169 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 56297 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129240 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38162 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24728 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21676 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| JANITORIAL | 3992 |
| MISCELLANEOUS | 15688 |
| TABULATING | 3386 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23924815 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -94375 | BOY |
| EOY | 134761 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 745092 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1949573 | BOY |
| EOY | 2167208 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52956 | BOY |
| EOY | 44943 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 486442 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 449935 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41188 | BOY |
| EOY | 36507 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25512211 | BOY |
| EOY | 24139572 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27461553 | BOY |
| EOY | 27268083 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62212 | BOY |
| EOY | 93559 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11024705 | BOY |
| EOY | 10971443 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11086917 | BOY |
| EOY | 11065002 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16374636 | BOY |
| EOY | 16203081 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16374636 | BOY |
| EOY | 16203081 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27461553 | BOY |
| EOY | 27268083 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1098895 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 927340 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land | |
| Buildings | Buildings | |
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 486442 | OtherCostOrOtherBasis |
| Depreciation | 449935 | Depreciation |
| Book Value | 36507 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildings | |
| Total Of Book Value Land Buildings | 36507 | TotalOfBookValueLandBuildings |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTERFUNDS PAYABLE | $405,561 |
| CLAIMS PAYABLE | $252,924 |
| PREMIUMS PAYABLE | $1,570,836 |
| NOT REPORTED | $891,076 |
| PARTICIPANTS ACCUM. ELIGIBILITY | $6,926,743 |
| VACATION FUNDS PAYABLE | $924,303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10971443 | TotalOfAmounts |
| Total Revenue | 22825920 | TotalRevenue |
| Total Expenses | 23924815 | TotalExpenses |
| Excess Or Deficit For Year | -1098895 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 927340 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 927340 | TotalAdjustments |
| Excess Or Deficit Per FS | -171555 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 23753260 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 927340 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 927340 | RevenueNotRptdF990 |
| Revenue Subtotal | 22825920 | RevenueSubtotal |
| Total Revenue Per Form990 | 22825920 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 23924815 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 23924815 | ExpensesSubtotal |
| Total Expenses Per Form990 | 23924815 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART X, LINE 2: | Identifier |
| Return Reference | THE PLAN HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINITY IN INCOME | ReturnReference |
| Explanation | TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. CERTAIN INFORMATION RETURNS FILED BY THE PLAN ARE SUBJECT TO EXAMINATION BY AUTHORITIES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | true | SubstantiationRequired |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | JACK WILKERSON | NamePerson |
| Base Compensation Filing Org | 86577 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 129864 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 868 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 956 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 5662 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 6230 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 93107 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 137050 | TotalCompensationRelatedOrgs |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (13 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| PETER BORDAS | |||
| TRUSTEE | 0 | TRUSTEE OF related org. | false |
| RICHARD SAWHILL | |||
| TRUSTEE | 0 | TRUSTEE OF related org. | false |
| ROBERT CARDER | |||
| TRUSTEE | 0 | TRUSTEE OF related org. | false |
| ROBERT LAKE | |||
| TRUSTEE | 0 | TRUSTEE OF related org. | false |
| MIKE TOBIN | |||
| TRUSTEE | 0 | TRUSTEE OF related org. | false |
| STEVEN SMITH | |||
| TRUSTEE | 0 | TRUSTEE OF related org. | false |
| RAY MORTORFF | |||
| TRUSTEE | 0 | TRUSTEE OF related org. | false |
| JACK FERRARA | |||
| TRUSTEE | 0 | TRUSTEE OF related org. | false |
| FRED LARKIN | |||
| TRUSTEE | 0 | TRUSTEE OF related org. | false |
| PETER BARRERA | |||
| TRUSTEE | 0 | TRUSTEE OF related org. | false |
| DON TANAKA | |||
| TRUSTEE | 0 | TRUSTEE OF related org. | false |
| GEORGE VASQUEZ | |||
| TRUSTEE | 0 | TRUSTEE OF related org. | false |
| JACK WILKERSON | |||
| ADMINISTRATOR | 137050 | ADMIN. OF RELATED ORG. | false |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART I AND PART III, LINE 1 - ORGANIZATIONS'S MISSION: | Identifier |
| Return Reference | THE PLAN IS A MULTI-EMPLOYER HEALTH PLAN PROVIDING MEDICAL, DENTAL, | ReturnReference |
| Explanation | SUPPLEMENTAL DISABILITY, VISION AND PRESCRIPTION DRUG BENEFITS TO ACTIVE EMPLOYEES, RETIREES AND THEIR DEPENDENTS. A DEATH BENEFIT AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFIT IS ALSO OFFERED TO ACTIVE EMPLOYEES AND RETIREES. PART VI, LINE 11B: THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES AND ADMINISTRATOR OF THE TRUST FUND PRIOR TO BEING FILED. PART VI, LINE 12C: THE POLICY IS PROVIDED TO EACH TRUSTEE AFTER A NEW TRUSTEE IS APPOINTED AND IS REQUESTED THAT HE OR SHE REPORT ANY REAL OR POTENTIAL CONFLICTS OF INTEREST TO THE TRUST FUND'S LEGAL COUNSEL. THE POLICY IS REVIEWED ANNUALLY BY THE BOARD OF TRUSTEES. PART VI, LINE 15B: COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES. PART VI, LINE 19: ALL GOVERNING DOCUMENTS, THE FUND'S CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE TRUST FUND'S PLACE OF BUSINESS. PART XI LINE 5: UNREALIZED APPRECIATION ON INVESTMENTS $927,340 | Explanation |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|---|
| airconditioning & refrigeration Ind ret | |||||||||
| 1380 s sanderson ave 201 | anaheim | CA | 92806 | 956035386 | def. ben. pl. | CA | 401-1(B)(3) | na | |
| airconditioning & refrigeration def con | |||||||||
| 1380 s sanderson ave 201 | anaheim | CA | 92806 | 581855968 | def. contrib. | CA | 401-1(B)(3) | na | |
| airconditioning & refrigeration ind bldg | |||||||||
| 1380 s sanderson ave 201 | anaheim | CA | 92806 | 200061207 | hldg. corp. | CA | 501(c)(2) | na | |
| joint journeymen & appren trng trust | |||||||||
| 2220 south hill street | los angeles | CA | 90007 | 951754117 | trng. fund | CA | 501(C)(3) | na | school |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| ac & ref industry building corporation | |
| j,m,n | 118041 |
| AC & REF INDUSTRY RET TRUST FUND | |
| M,N,O | 1203411 |
| AC & REF INDUSTRY DEFINED CONT RET PLAN | |
| M,N | 0 |
| AC & REF JATT | |
| M | 0 |