2024-04-13T16:08:09-05:00 2023-05-31 WITHUMSMITHBROWNPC 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2022-06-01 941688279 LABORERS TRAINING AND RETRAINING TRUST FUND FOR NORTHERN CALIFORNIA % BRYAN B LONEY LABO 7078642800 5672 Stoneridge Drive Suite 100 Pleasanton CA 94588 OSCAR DE LA TORRE CHAIRMAN 7078642800 2024-04-11 true OSCAR DE LA TORRE 999009999 JASMINE S BAKER P01452246 9252779100 2 2022 2023-04-26 12:10:37Z OSCAR DE LA TORRE 5672 Stoneridge Drive 100 Pleasanton CA 94588 37464619 false X N/A X 1968 CA TO PROVIDE TRAINING TO ELIGIBLE PARTICIPANTS COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND THE EMPLOYERS. 9 9 44 0 0 0 2328972 2528216 19232069 18378931 2482424 -225577 86148 169334 24129613 20850904 0 0 0 0 6812868 7909900 0 0 0 10510041 13130635 17322909 21040535 6806704 -189631 51972305 52584998 1449798 2577695 50522507 50007303 TO PROVIDE TRAINING TO ELIGIBLE PARTICIPANTS COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNIONS AND THE EMPLOYERS. false false 19717242 18548265 PROVIDED TRAINING TO ELIGIBLE PARTICIPANTS COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNIONS AND THE EMPLOYERS. 19717242 true true false false false false false false false false true false false false true true true false true false false false false false false false false false false true false false false false false false false false false false false false false true false false true 34 0 true 44 true false false false false false false false false false false false false X 9 9 false true false false false false false true true false false false true false false true true true true false CA X BRYAN B LONEY 7078642800 5672 STONERIDGE DRIVE PLEASANTON CA 94588 X LEONARD GONZALEZ EXECUTIVE DIRECTOR 40.0 0.0 X 175063 0 116581 OLLIE HURD DIRECTOR OF TRAINING 40.0 0.0 X 135339 0 104981 Hugo De La Torre Director of Apprenticeship 40.0 0.0 X 131196 0 104981 Lauro Perez Training Instructor 40.0 0.0 X 130170 0 91931 Alfredo Munoz De La Torre Maintenance Worker 40.0 0.0 X 129573 0 86943 Jose B Lopez Training Instructor 40.0 0.0 X 114499 0 93381 OSCAR DE LA TORRE CHAIR 1.0 0.0 X X 0 0 0 Bill Koponen Co-chair 1.0 0.0 X X 0 0 0 Carlos Bedolla Trustee 1.0 0.0 X 0 0 0 George Bradshaw Trustee 1.0 0.0 X 0 0 0 Keith Lemoine Trustee 1.0 0.0 X 0 0 0 Victor Parra Trustee 1.0 0.0 X 0 0 0 BEN KERR Trustee 1.0 0.0 X 0 0 0 KEVIN HESTER TRUSTEE 1.0 0.0 X 0 0 0 JAMES HAMMOND TRUSTEE 1.0 0.0 X 0 0 0 Darren Leary Trustee thru 12/2022 1.0 0.0 X 0 0 0 815840 0 598798 6 false true false LABORERS FUNDS ADMINISTRATIVE OFFIC 5672 STONERIDGE DRIVE PLEASANTON CA 94588 Administrator 597223 PACIFIC PROFESSIONAL SOLUTIONS 1192 SILVER SPUR WAY PLUMAS LAKE CA 95961 Printing 875975 ENVIRONMENTAL SAFETY TRAINING PROFE 3140 GOLD CAMP DR 130 CORDOVA CA 95670 TRAINING CONSULTANT 362920 BLUE TEAM HOME SERVICES 1261 Locust Street 10 WALNUT CREEK CA 94596 cleaning 769240 cast west coast 1000 harvey drive 338 WALNUT CREEK CA 94597 Safety consultant 466000 13 1651377 876839 2528216 EMPLOYER CONTRIBUTIONS 900099 18308725 18308725 LIQUIDATED DAMAGES 900099 70206 70206 18378931 1386161 1386161 0 0 0 0 0 14965977 36000 16613715 -1647738 36000 -1611738 -1611738 0 0 0 0 0 0 0 0 0 TRAINING REIMBURSEMENTS 900099 169334 169334 169334 20850904 18548265 -225577 X 0 0 0 0 289368 289368 0 3949092 3949092 2382945 2382945 968100 968100 320395 320395 667199 667199 52316 52316 24311 24311 0 0 88193 83783 4410 3315712 3307664 8048 0 851499 804917 46582 0 0 1399032 1329079 69953 252368 239942 12426 0 0 0 0 444180 444180 359073 359073 L.E.C.E.T 1379790 1379790 TRAINING AND EDUCATION 716127 716127 TRAINING SUPPLIES 1714019 1714019 REPAIR AND MAINTENANCE 1567480 1489106 78374 299336 298735 601 21040535 19717242 1323293 0 X 2311764 160710 243991 2497631 0 0 2624909 3014162 0 0 0 0 0 0 0 0 60542 37174 7358622 5591981 1912387 1766641 44810132 44197506 0 0 0 0 0 0 8580 911174 51972305 52584998 1449798 1680071 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 897624 1449798 2577695 X 0 0 0 0 50522507 50007303 50522507 50007303 51972305 52584998 -189631 -325573 X X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4673501 3421541 1251960 2151645 1818533 333112 533476 351907 181569 1766641 0 LEASE LIABILITIES 897624 897624 X 20437138 -325573 -325573 20762711 88193 88193 20850904 20952342 20952342 88193 88193 21040535 PART X, LINE 2: The Trust's administrator has analyzed the tax positions taken by the Trust and has concluded that, as of May 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 Trust is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. true true true true false true true false false false false false false false false true false true LINE 3: As part of the orientation process for all members, the Fund provides an overview and information regarding its nondiscriminatory policy. Additionally, the Fund provides the same information to community based organizations and other partner entities. LINE 4: THE ORGANIZATION DOES NOT PROVIDE SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE. LINE 6: THE ORGANIZATION RECEIVES ASSISTANCE FROM THE SAN FRANCISCO CALIFORNIA COLLEGE DISTRICT, CALIFORNIA PRISON AUTHORITY, AND STATE OF CALIFORNIA EMPLOYMENT TRAINING PANEL. X X false false false false false false false false false LEONARD GONZALEZ EXECUTIVE DIRECTOR 165521 0 600 0 8942 0 97303 0 19278 0 291644 0 0 0 OLLIE HURD DIRECTOR OF TRAINING 125893 0 600 0 8846 0 85703 0 19278 0 240320 0 0 0 Hugo De La Torre Director of Apprenticeship 125288 0 600 0 5308 0 85703 0 19278 0 236177 0 0 0 Lauro Perez Training Instructor 90455 0 250 0 39465 0 72653 0 19278 0 222101 0 0 0 Alfredo Munoz De La Torre Maintenance Worker 71163 0 250 0 58160 0 67665 0 19278 0 216516 0 0 0 Jose B Lopez Training Instructor 84804 0 250 0 29445 0 74103 0 19278 0 207880 0 0 0 FORM 990, PART VI, SECTION A, LINE 3: THE ORGANIZATION HAS CONTRACTED WITH THE LABORERS FUNDS ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B: A COMPLETE COPY OF THE FORM 990 IS NOT PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING THE FORM, HOWEVER THE FORM 990 WAS PROVIDED TO THE ADMINISTRATIVE OFFICE FOR REVIEW PRIOR TO FILING. COMPLETE COPIES ARE PROVIDED TO THE GOVERNING BODY MEMBERS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 15: THE BOARD OF TRUSTEES REVIEWS AND APPROVES COMPENSATION FOR THE EXECUTIVE DIRECTOR BASED ON COMPARABLE INDUSTRY WAGE AND FRINGE DATA DURING THE REGULARLY SCHEDULED BOARD MEETINGS ON AN AS NEEDED BASIS AND DECISIONS MADE ARE DOCUMENTED IN THE MEETING MINUTES. THE COMPENSATION WAS LAST REVIEWED DURING THE FISCAL YEAR COVERED BY THIS FORM 990. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 13 ALTHOUGH THE ORGANIZATION DOES NOT HAVE A WHISTLEBLOWER POLICY, THE ADMINISTRATIVE OFFICE DOES HAVE A WHISTLEBLOWER POLICY IN PLACE. THE ADMINISTRATIVE OFFICE EMPLOYEES AND THE ADMINISTRATIVE OFFICE BOARD OF DIRECTORS ARE COVERED BY THAT POLICY. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES OF THE ORGANIZATION ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED. FORM 990, PART VI, SECTION B, LINE 12A TRUSTEES ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS IMMEDIATELY TO THE EXECUTIVE DIRECTOR. AFTER SUCH DISCLOSURE, THE EXECUTIVE DIRECTOR AND THE TRUSTEES SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACT TRAINING TOTAL FEES:3154766 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:160946 LABORERS PENSION AND ANNUITY TRUST FUND 5672 STONERIDGE DR 100 PLEASANTON CA 94588 946277608 Ret. benefits CA 501A N/A NA false LABORERS VACATION-HOLIDAY TRUST FUND FOR 5672 STONERIDGE DR 100 PLEASANTON CA 94588 946092198 VAC benefits CA 501(c)(9) N/A NA false LABORERS HEALTH AND WELFARE TRUST FUND F 5672 STONERIDGE DR 100 PLEASANTON CA 94588 941235152 H&W BENEFITS CA 501(C)(9) N/A NA false LABORERS FUND ADMINISTRATIVE OFFICE FOR 5672 STONERIDGE DR 100 PLEASANTON CA 94588 941563547 ADMIN Services CA NA C Corp 0 0 0.00000 false false false false false false false false false false true false true false false true false false false LABORERS FUND ADMINISTRATIVE OFFICE FOR NORTH P 667199 TIME STUDY LABORERS PENSION TRUsT FUND FOR NORTHERN CALI K 618710 MONTHLY RENTAL