Form 990 for tax year 2023
Filed by CALIFORNIA FIELD IRONWORKERS LABOR MANAGEMENT COOPERATIVE TRUST FUND.
Totals
- Total revenue
- $1,531,952
- Total expenses
- $1,517,026
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $1,501,906
- Investment income
- $30,046
- Other revenue
- $0
- Total assets, end of year
- $648,397
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $648,397
- Program services expenses (Part IX)
- $1,513,748
- Management and general expenses
- $3,278
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,513,748
Program services were 99.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $1,501,906 · related or exempt $1,501,906
-
3 · Investment income
total $30,046 · related or exempt $30,046
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $1,083 · program services $1,083
-
11c · Fees: accounting
total $3,278 · management and general $3,278
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $258 · program services $258
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $5,652 · program services $5,652
-
24a · Other expenses: EMPLOYER ASSOCIATION FEES
total $1,237,855 · program services $1,237,855
-
24b · Other expenses: CONSULTING SERVICES
total $136,065 · program services $136,065
-
24c · Other expenses: ADMINISTRATIVE FEES
total $75,000 · program services $75,000
-
24d · Other expenses: DCIW/COMPLIANCE
total $36,000 · program services $36,000
-
24e · All other expenses
total $21,835 · program services $21,835
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $5,403 · end of year $8,129
-
2 · Savings and temporary cash investments
beginning of year $628,068 · end of year $620,268
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $20,000
-
31 · Retained earnings, endowment or other funds
beginning of year $633,471 · end of year $648,397
Mission and programs · 2023
Mission
TO PROMOTE RELATIONS BETWEEN MANAGEMENT AND LABOR.
Activities or mission (Part I)
TO PROMOTE RELATIONS BETWEEN MANAGEMENT AND LABOR
-
PROMOTED RELATIONS BETWEEN MANAGEMENT AND LABOR AND FURTHERED EMPLOYMENT IN THE IRONWORKING INDUSTRY.
Expenses $1,513,748
As filed on the 2023 return.
Listed in Part VII
-
Frankie JimenezFRANKIE JIMENEZ
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jess CastanedaJESS CASTANEDA
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Karl PineoKARL PINEO
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Rich BarbourRICH BARBOUR
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Charles KrebsCHARLES KREBS
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Charlie HernandezCHARLIE HERNANDEZ
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Dave McEuenDAVE MCEUEN
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
David OsborneDAVID OSBORNE
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Keith HarkeyKEITH HARKEY
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Dylan OlsonDYLAN OLSON
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Dan WelshDAN WELSH
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Beau ColemanBEAU COLEMAN
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jason SangsterJASON SANGSTER
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jason GalliaJASON GALLIA
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Bryan MatthewsBRYAN MATTHEWS
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Chris StowersCHRIS STOWERS
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
David PerkinsDAVID PERKINS
Trustee
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
CA IRONWORKERS FIELD PENSION TRUST
401 A · TO PROVIDE PENSION BENEFITS · CA
Directly controlled by NA
-
CA FIELD IRONWORKER VACATION PTO TRUST
501(C)(9) · TO PROVIDE VACATION BENEFITS · CA
Directly controlled by NA
-
CA IRONWORKERS FIELD WELFARE PLAN
501(C)(9) · TO PROVIDE HEALTH AND WELFARE BENEFITS · CA
Directly controlled by NA
-
CA FIELD IRONWORKERS APPRENTICE TRUST
501(C)(5) · TO PROVIDE TRAINING TO APPRENTICES · CA
Directly controlled by NA
-
IRONWORKERS WORKERS COMPENSATION TRUST
501(C)(6) · TO PROVIDE ASSISTANCE REGARDING W.C. · CA
Directly controlled by NA
-
CA & VICINITY FIELD IRONWORKERS ANNUITY
401 A · TO PROVIDE ANNUITY BENEFITS · CA
Directly controlled by NA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
IRONWORKERS EMPLOYEES BENEFIT CORP
C CORP · TO PROVIDE ADMINSTRATIVE SERVICES · CA
Directly controlled by NONE
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202412859349300716
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