2024-10-18T12:56:51-05:00 2023-12-31 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2023-01-01 900169609 ASSOCIATED BUILDERS AND CONTRACTORS NORTHERN CALIFORNIA CHAPTER TRAINING TF ASSO 9254741300 4577 LAS POSITAS ROAD STEC LIVERMORE CA 94551 KEN KREISCHER CHAIRMAN 9254741300 2024-10-16 1 0 JANE COLEMAN P01391236 8586271400 2023 2024-10-15 13:58:12Z JOHN MORRIS 4577 LAS POSITAS ROAD STEC LIVERMORE CA 94551 5711961 0 X N/A X 2002 CA TO SPONSOR APPRENTICESHIP AND TRAINING PROGRAMS IN THE CONSTRUCTION INDUSTRY. 4 4 0 4 0 0 0 0 3430074 4111840 115003 278830 35731 30120 3580808 4420790 0 0 0 0 1705826 1581931 0 0 0 1185937 1353247 2891763 2935178 689045 1485612 10903117 12881720 885050 796199 10018067 12085521 TO SPONSOR APPRENTICESHIP AND TRAINING PROGRAMS IN THE CONSTRUCTION INDUSTRY FOR THE BENEFIT OF THE PARTICIPATING MEMBERS. 0 0 ASSOCIATED BUILDERS & CONTRACTORS NORTHERN CALIFORNIA CHAPTER TRAINING TRUST FUND PROVIDES APPRENTICESHIP AND TRAINING OPPORTUNITIES FOR APPROXIMATELY 560 APPRENTICES EACH YEAR IN THE TRADES OF CARPENTRY, ELECTRICAL, PAINTING, PLUMBING, AND CONSTRUCTION CRAFT LABORER TRADES. 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 34 0 1 0 1 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 CA X JOHN MORRIS 9254741300 4577 LAS POSITAS RD STEC LIVERMORE CA 94551 KEN KREISCHER CHAIRMAN 1.00 X X 0 0 0 DAN YEGGY SECRETARY 1.00 X X 0 0 0 TOM VASEY PAST CHAIR 1.00 X 0 0 0 PHIL BLANKE TRUSTEE 1.00 X 0 0 0 DEBORAH MAUS PRESIDENT (THRU 7/2023) 11.00 29.00 X 33815 91426 12853 ANNE QUICK VP OF EDUCATION & OUTREACH 24.00 16.00 X 71091 49789 5208 SEGIT WOODBURY APPRENTICESHIP DIRECTOR 40.00 0.00 X 116920 0 23477 LUAH HUYNH CARPENTER/LABORER INSTRUCTOR 40.00 0.00 X 109836 0 22631 MICHELE DAUGHERTY PRESIDENT (THRU 3/2022) 11.00 29.00 X 37027 100111 5340 368689 241326 69509 2 1 0 0 0 ELECTRICAL INCOME 900099 1192735 1192735 PLUMBING/PAINTING INCOME 900099 882729 882729 CARPENTRY INCOME 900099 747161 747161 LABORER INCOME 900099 681076 681076 GOVERNMENT GRANTS 900099 597044 597044 11095 11095 4111840 318563 318563 30120 0 30120 30120 30120 1251438 1291171 -39733 -39733 -39733 4420790 4111840 0 308950 37285 1233229 41389 165261 104767 65009 34263 19032 70418 40817 21034 123273 460590 2154 11701 19909 TRAINING EXPENSE 428299 AUTO AND EQUIPMENT EXPE 50423 EDUCATION EXPENSE 1910 4415 2935178 1885699 2031139 3083805 4204145 385740 358499 3901 5981 153317 121152 8176 32165 5535395 6249004 401 787 10903117 12881720 885050 795095 0 1104 885050 796199 X 10018067 12085521 10018067 12085521 10903117 12881720 1485612 582768 -926 0 X 0 1 X 1 0 132162 105881 26281 21155 15271 5884 32165 DUE TO RELATED PARTY 1104 1104 X 4984526 582768 582768 4401758 19032 19032 4420790 2916146 0 2916146 19032 19032 2935178 PART X, LINE 2: THE PLAN FOLLOWS ASC 740-10, INCOME TAXES, IN ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN HAD MAINTAINED ITS TAX-EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 0 0 MICHELE DAUGHERTY PRESIDENT (THRU 3/2022) 37027 100111 0 0 0 0 1442 3898 0 0 38469 104009 0 0 PART I, LINE 3 THE ORGANIZATION'S RELATED PARTY ABC NORCAL CHAPTER SETS COMPENSATION FOR THE ORGANIZATION'S CEO BASED ON ONE OR MORE OF THE METHODS DESCRIBED IN SCHEDULE J PART I, LINE 3. PART I, LINE 4A DEBORAH MAUS, PRESIDENT, RECEIVED SEVERANCE OF $7,500. FORM 990, PART VI, SECTION A, LINE 3 VARIOUS ADMINISTRATIVE AND PROGRAM OVERSIGHT REGARDING THE ORGANIZATION'S OPERATIONS WERE DELEGATED IN A WRITTEN AGREEMENT TO THE ORGANIZATION'S RELATED PARTY ASSOCIATED BUILDERS AND CONTRACTORS NORTHERN CALIFORNIA CHAPTER ("ABC NCC"). THE FEES FOR SUCH DUTIES ARE IN ACCORDANCE WITH AN AGREEMENT SIGNED BY THE ORGANIZATION'S TRUSTEES AND ABC NCC ON A NO LESS THAN ANNUAL BASIS. REIMBURSEMENT FOR COMPENSATION OF OFFICERS THAT IS ATTRIBUTABLE TO THE FILING ORGANIZATION IS INCLUDED IN THE ADMINISTRATION AGREEMENT. SUCH COMPENSATION IS REPORTED AT PART VII, IX, FORM 990, AND SCHEDULE J AND IS LIMITED TO REIMBURSEMENT OF DIRECT EXPENSES. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES HAVE AN OPPORTUNITY TO REVIEW THE ANNUAL FORM 990 OF THE ORGANIZATION AT A SCHEDULED MEETING OF THE TRUSTEES WHENEVER POSSIBLE WHERE THE FORM 990 IS PRESENTED. IN THE EVENT A MEETING IS NOT SCHEDULED, THE TRUSTEES ARE EMAILED A COPY OF THE FORM 990 FOR REVIEW PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY THAT IS DISTRIBUTED ANNUALLY TO THE TRUSTEES. THE TRUSTEES ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST STATEMENT AND POLICY ON AN ANNUAL BASIS. IF THERE IS A CONFLICT, THE TRUSTEE WITH THE CONFLICT CANNOT VOTE ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT FILE ANY FORMS W2 AS ALL FORMS W2 ARE FILED AND REPORTED BY ITS RELATED ORGANIZATION ABC NCC AND ALLOCATED TO THE ORGANIZATION. THE ABC NCC'S EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE PERFORMANCE AND COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEO AND VICE PRESIDENT. THIS IS A FORMAL WRITTEN EVALUATION REVIEWING GOALS AND OBJECTIVES FOR THE PRECEDING YEAR. IN ADDITION TO ANNUAL COMPENSATION REVIEW, THE ABC NCC EXECUTIVE COMMITTEE HAS ACCESS TO THE ABC NATIONAL COMPENSATION STUDY AS WELL AS VARIOUS OTHER SALARY SURVEYS AND INFORMATION FOR SIMILAR POSITIONS IN THE GEOGRAPHIC AREA. ELECTED OFFICERS OF THE ORGANIZATION DO NOT RECEIVE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 UPON ADVANCE NOTICE, COPIES OF FORM 1024 AND 990 ARE MADE AVAILABLE FOR ONSIGHT REVIEW AT THE ORGANIZATION'S OFFICE LOCATED AT 4577 LAS POSITAS RD., SUITE C, LIVERMORE, CA 94551. ASSOCIATED BUILDERS & CONTRACTORS BENEFIT TRUST FUND 4577 LAS POSITAS ROAD SUITE C LIVERMORE CA 94551 943378739 PROVIDE HEALTH CARE BENEFITS FOR THE COVERED PARTICIPANTS CA 501(C)(9) 0 ASSOCIATED BUILDERS & CONTRACTORS NORTHERN CALIFORNIA CHAPTER 4577 LAS POSITAS ROAD SUITE C LIVERMORE CA 94551 942331973 TO CHAMPION FREE ENTERPRISE IN THE CONSTRUCTION INDUSTRY CA 501(C)(6) 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 1