2024-07-01T12:12:17-05:00 2023-08-31 WITHUMSMITHBROWNPC 5000 EXECUTIVE PARKWAY STE 4000 SAN RAMON CA 94583 990 2022-09-01 943106050 Northern California Teamsters Appren Training And Education Fund % PHILLIP WINTERS NORT 9163542122 Po Box 1404 Sloughhouse CA 95683 PHILLIP WINTERS EXECUTIVE DIRECTOR 9163542122 2024-07-15 true PHILLIP WINTERS 999009999 SUNNY BAEK P01451883 9252779100 3 2022 2023-04-26 12:10:37Z PHILLIP WINTERS Po Box 1404 Sloughhouse CA 95683 1775858 false X N/A X 1989 CA TO EDUCATE, TRAIN AND RETRAIN PERSONS EMPLOYED IN THE CONSTRUCTION AND TRANSPORTATION INDUSTRY IN NORTHERN CALIFORNIA. 7 7 10 7 0 0 634444 695255 808978 840181 28335 31447 12737 11175 1484494 1578058 0 0 0 0 851289 909472 0 0 0 361728 412725 1213017 1322197 271477 255861 1872635 2134938 250027 246527 1622608 1888411 TO EDUCATE, TRAIN AND RETRAIN PERSONS EMPLOYED IN THE CONSTRUCTION AND TRANSPORTATION INDUSTRY IN NORTHERN CALIFORNIA. false false EDUCATED, TRAINED AND RETRAINED PERSONS EMPLOYED IN THE CONSTRUCTION AND TRANSPORTATION INDUSTRY IN NORTHERN CALIFORNIA. false true false false false false false false false true false false false true true true false false false false false false false false false false false false false false false false false false false false false false false false false false false true 2 0 true 10 true false false false false false false false false X 7 7 false false false false false false false true false false true true true true true true true false CA X PHILLIP WINTERS 9163542122 PO BOX 1404 SLOUGHHOUSE CA 95683 Phillip wInters EXECUTIVE Director 45.0 0.0 X 88774 0 36002 Ralph Miranda Chairman 1.0 0.0 X X 0 0 0 Bryan Mathews CO-CHAIRMAN 1.0 0.0 X X 0 0 0 Doug Secord TRUSTEE 1.0 0.0 X 0 0 0 Mike Pratt TRUSTEE 1.0 0.0 X 0 0 0 Victor Sella TrusTEE 1.0 0.0 X 0 0 0 Sue Weiler-Doke TRUSTEE 1.0 0.0 X 0 0 0 Jesse Casequeiro Trustee 1.0 0.0 X 0 0 0 88774 0 36002 0 false false false 0 695255 0 695255 EMPLOYER CONT. 611513 641251 641251 TRAINING TUITION INCOME 611513 34360 34360 DMV EXAMINERS INCOME 611513 164570 164570 840181 42779 42779 0 0 0 0 0 186468 196096 1704 -9628 -1704 -11332 -11332 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 11175 11175 11175 1578058 851356 31447 0 0 0 0 122946 0 510586 93782 134198 47960 0 11878 23650 0 0 5151 12860 0 35009 0 0 51364 123631 0 0 4246 0 45996 50462 TRAINING EXPENSES 43983 TAXES AND LICENSE 4495 1322197 409236 419215 5314 4373 271901 477752 110251 136565 0 0 0 0 0 0 0 0 8356 8380 530280 488781 74047 41499 993530 1032413 0 0 0 0 0 0 0 14741 1872635 2134938 104021 89008 0 0 0 0 0 0 0 0 0 0 146006 142559 0 0 0 14960 250027 246527 X 0 0 0 0 1622608 1888411 1622608 1888411 1872635 2134938 255861 9942 X X false true X true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 470837 431837 39000 59443 56944 2499 41499 0 LEASE LIABILITIES 14960 14960 X 1582849 9942 9942 1572907 5151 5151 1578058 1317046 1317046 5151 5151 1322197 PART X, LINE 2: The Fund obtained its latest determination letter, dated February 7, 1990, in which the Internal Revenue Service stated that the Fund, as then designed, was in compliance with the applicable requirements of the Internal Revenue Code. The Fund has been amended since receiving the determination letter. However, the Fund's administrator and the Fund's legal counsel believe that the Fund is currently designed and being operated in compliance with the applicable requirements of the Internal Revenue Code. Therefore, they believe that the Fund was qualified and the related trust was tax exempt as of the financial statement date. The Fund's administrator has analyzed the tax positions taken by the Fund and has concluded that, as of August 31, 2023 and 2022, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The Fund is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. FORM 990, PART VI, SECTION A, LINE 8B: THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B: A COPY OF THE FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BODY OF THE ORGANIZATION AND THE EXECUTIVE DIRECTOR FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: AT LEAST ONCE ANNUALLY, TRUSTEES AND OFFICERS ARE REQUIRED TO DISCLOSE ANY RELATIONSHIPS OR INTEREST THAT COULD GIVE RISE TO A CONFLICT. THE CONFLICTED TRUSTEE OR OFFICER IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION AND IS NOT ALLOWED TO ATTEMPT TO INFLUENCE THE BOARD'S DECISION IN ANY WAY. FORM 990, PART VI, SECTION B, LINE 15A: EXECUTIVE DIRECTOR'S SALARY INCREASES ARE DETERMINED BY THE BOARD OF TRUSTEES BASED ON PERFORMANCE AND BUDGET. THE BOARD OF TRUSTEES INQUIRED WITH OTHER TRAINING PROGRAMS TO DETERMINE COMPARABLE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES IS RESPONSIBLE FOR AUDIT OVERSIGHT AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED.