Form 990 for tax year 2023
Filed by CALIFORNIA FIELD IRON WORKERS ADMINISTRATIVE TRUST.
Totals
- Total revenue
- $499,440
- Total expenses
- $382,994
- Contributions and grants received
- $0
- Grants paid
- $275,000
- Program service revenue
- $486,077
- Investment income
- $13,363
- Other revenue
- $0
- Total assets, end of year
- $2,200,193
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $2,200,193
- Program services expenses (Part IX)
- $376,292
- Management and general expenses
- $6,702
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $376,292
Program services were 98.3% 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 $486,077 · related or exempt $486,077
-
3 · Investment income
total $75,672 · related or exempt $75,672
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $589,493
-
7b · Less cost or other basis and sales expenses
securities $651,802
-
7c · Gain or loss
securities -$62,309
-
7d · Net gain or loss
total -$62,309 · related or exempt -$62,309
-
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 $275,000 · program services $275,000
-
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 $244 · management and general $244
-
11c · Fees: accounting
total $6,458 · management and general $6,458
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $8,795 · program services $8,795
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $374 · program services $374
-
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 $7,038 · program services $7,038
-
24a · Other expenses: ADMINISTRATOR FEES
total $60,000 · program services $60,000
-
24b · Other expenses: CONTRACT ADMIN. - PRINTING
total $14,039 · program services $14,039
-
24c · Other expenses: CONTRACT ADMINISTRATION
total $6,000 · program services $6,000
-
24d · Other expenses: Repairs & maintenance
total $1,920 · program services $1,920
-
24e · All other expenses
total $3,126 · program services $3,126
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $25,783 · end of year $52,088
-
2 · Savings and temporary cash investments
beginning of year $56,789 · end of year $41,815
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $70,820 · end of year $64,066
-
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
beginning of year $5,000 · end of year $5,000
-
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
beginning of year $1,788,833 · end of year $2,037,224
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $1,947,225 · end of year $2,200,193
Mission and programs · 2023
Mission
TO PROMOTE WORK OF THE FIELD IRONWORKERS INDUSTRY
Activities or mission (Part I)
TO PROMOTE WORK OF THE FIELD IRONWORKER INDUSTRY
-
THE TRUST WAS CREATED TO INITIATE, SPONSOR AND CARRY OUT PLANS, POLICIES, AND ACTIVITIES WHICH WILL TEND TO FURTHER INDUSTRIAL RELATIONS AND EDUCATION OF MEMBERS IN THE FIELD IRONWORKERS INDUSTRY.
Expenses $376,292
As filed on the 2023 return.
Listed in Part VII
-
Charles KrebsCHARLES KREBS
Trustee
- Total calculated
- $0
- Hours/week
- 0.2
-
Daniel WelshDANIEL WELSH
Trustee
- Total calculated
- $0
- Hours/week
- 0.2
-
Rich BarbourRICH BARBOUR
Trustee
- Total calculated
- $0
- Hours/week
- 0.2
-
Dylan OlsonDYLAN OLSON
Trustee
- Total calculated
- $0
- Hours/week
- 0.2
-
Michael VlamingMICHAEL VLAMING
Trustee
- Total calculated
- $0
- Hours/week
- 0.2
-
Greg Mc ClellandGREG MC CLELLAND
Trustee
- Total calculated
- $0
- Hours/week
- 0.2
-
Dennis AndersenDENNIS ANDERSEN
Director
- Total calculated
- $0
- Hours/week
- 0.2
-
Brian MatthewsBRIAN MATTHEWS
Director
- Total calculated
- $0
- Hours/week
- 0.2
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
-
$150,000
ENFORCE SAFETY INSTITUTE CONCERNS
-
$100,000
TO PROMOTE STEEL INDUSTRY
-
$25,000
OUTREACH TRAILER PROGRAM
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 NONE
-
CA FIELD IRONWORKERS VACATION PTO TRUST
501(C)(9) · TO PROVIDE VACATION BENEFITS · CA
Directly controlled by NONE
-
CA IRONWORKERS FIELD WELFARE PLAN
501(C)(9) · TO PROVIDE WELFARE BENEFITS · CA
Directly controlled by NONE
-
CA FILED IRONWORKERS APPRENTICESHIP
501(C)(5) · TO PROVIDE APPRENTICE TRAINING · CA
Directly controlled by NONE
-
IRONWORKERS WORKERS COMPENSATION TRUST
501(C)(6) · TO PROVIDE WORKERS COMP ASSISTANCE · CA
Directly controlled by NONE
-
CA FILED LABOR MANAGEMENT CO-OP TRUST
501(C)(6) · TO PROMOTE LABOR RELATIONS · CA
Directly controlled by NONE
-
CIECDCIW MARKET RETENTION COMMITTEE
501(C)(5) · TO ENHANCE UNION CONSTRUCTION · CA
Directly controlled by NONE
-
CALIF & VICINITY IRONWORKERS ANNUITY
401 A · TO PROVIDE ANNUITY BENEFITS · CA
Directly controlled by NONE
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 · TO COLLECT EMPLOYER CONTRIBUTIONS · CA
Directly controlled by NONE
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202412789349300721
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