Form 990 for tax year 2023
Filed by ASBESTOS WORKERS JOINT APPRENTICESHIP FUND.
Totals
- Total revenue
- $2,613,283
- Total expenses
- $1,647,439
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $2,051,344
- Investment income
- $51,438
- Other revenue
- $510,501
- Total assets, end of year
- $4,452,437
- Total liabilities, end of year
- $156,609
- Net assets or fund balances, end of year
- $4,295,828
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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 $2,051,344 · related or exempt $2,051,344 · unrelated business $0 · excluded $0
-
3 · Investment income
total $51,438 · related or exempt $0 · unrelated business $0 · excluded $51,438
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: APPRENTICESHIP PROGRAM REIMBURSEMENTS
total $118,929 · related or exempt $118,929 · unrelated business $0 · excluded $0
-
11b · Other revenue: APPRENTICESHIP PROGRAM GRANTS
total $391,572 · related or exempt $391,572 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$510,501
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 $623,065
-
8 · Pension plan contributions
total $166,201
-
9 · Other employee benefits
total $111,645
-
10 · Payroll taxes
total $48,692
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $2,223
-
11c · Fees: accounting
total $20,521
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $7,084
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $57,000
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $225,961
-
17 · Travel
total $27,678
-
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 $96,807
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $26,824
-
24a · Other expenses: OUTSIDE INSTRUCTORS
total $10,214
-
24b · Other expenses: TRNG CLASSES SPPLS & TOOLS
total $125,338
-
24c · Other expenses: GRANT WRITING FEES
total $18,826
-
24d · Other expenses: DEPRECIATION
total $76,432
-
24e · All other expenses
total $2,928
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $116,354 · end of year $47,922
-
2 · Savings and temporary cash investments
beginning of year $1,310,301 · end of year $1,988,123
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $220,125 · end of year $226,549
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $10,500 · end of year $0
-
10a · Land, buildings and equipment: cost or other basis
$1,559,628
-
10b · Land, buildings and equipment: accumulated depreciation
$447,020
-
10c · Land, buildings and equipment, net
beginning of year $352,829 · end of year $1,112,608
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $1,406,853 · end of year $1,077,235
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $47,466 · end of year $74,355
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $51,036 · end of year $82,254
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $3,318,460 · end of year $4,295,828
Mission and programs · 2023
Mission
TO PROVIDE TRAINING, RETRAINING AND RELATED CLASSROOM INSTRUCTION TO THE ASBESTOS WORKERS IN THE SKILLS AND TECHNIQUES NECESSARY FOR THE PERFORMANCE OF THEIR WORK.
-
TO PROVIDE TRAINING, RETRAINING AND RELATED CLASSROOM INSTRUCTION TO THE ASBESTOS WORKERS IN THE SKILLS AND TECHNIQUES NECESSARY FOR THE PERFORMANCE OF THEIR WORK.
As filed on the 2023 return.
Listed in Part VII
-
MIKE PATTERSON
CHAIRMAN/TRUSTEE
- Total calculated
- $212,379
- From this org
- $0
- From related orgs
- $132,125
- Other
- $80,254
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $132,125 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $55,752 related
- Nontaxable benefits
- $0 + $24,502 related
- Filer's total
- $0 + $212,379 related
-
GUADALUPE MORENO
TRAINING DIRECTOR
- Total calculated
- $204,521
- From this org
- $121,330
- From related orgs
- $4,707
- Other
- $78,484
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $121,330 + $4,707 related
- Bonus
- $0
- Other
- $0
- Deferred
- $53,230
- Nontaxable benefits
- $25,254
- Filer's total
- $199,814 + $4,707 related
-
FREDI FLORES
TRUSTEE
- Total calculated
- $200,782
- From this org
- $0
- From related orgs
- $122,763
- Other
- $78,019
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $122,763 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $53,517 related
- Nontaxable benefits
- $0 + $24,502 related
- Filer's total
- $0 + $200,782 related
-
DANIEL RUIZ
TRAINING INSTRUCTOR
- Total calculated
- $195,024
- From this org
- $120,053
- From related orgs
- $4,707
- Other
- $70,264
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $120,053 + $4,707 related
- Bonus
- $0
- Other
- $0
- Deferred
- $45,630
- Nontaxable benefits
- $24,634
- Filer's total
- $190,317 + $4,707 related
-
ALEJANDRO CELEDON
TRAINING INSTRUCTOR
- Total calculated
- $194,063
- From this org
- $120,053
- From related orgs
- $4,706
- Other
- $69,304
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $120,053 + $4,706 related
- Bonus
- $0
- Other
- $0
- Deferred
- $44,670
- Nontaxable benefits
- $24,634
- Filer's total
- $189,357 + $4,706 related
-
ALFONSO RUIZ
TRUSTEE
- Total calculated
- $17,421
- From this org
- $0
- From related orgs
- $13,329
- Other
- $4,092
- Hours/week
- 1 + 40 related
-
LUIS CUEVAS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
TERRY BAPTISTA
CO-CHAIRMAN/TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CURTIS GARDNER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DARREN SALCEDO
TRUSTEE - ALTERNATE
- 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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
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.
-
H&F INSULATORS & ALLIED WORKERS NO 5
501(C)(5) · LOCAL UNION · CA
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 9 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202510159349300451
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