2024-11-13T14:31:31-06:00 2023-12-31 WITHUMSMITHBROWNPC 6101 BOLLINGER CANYON ROAD STE 400 SAN RAMON CA 94583 990 2023-01-01 237061941 SOUTHERN CALIFORNIA OPERATING & MAINTENANCE ENGINEERS APPREN & TNG TRUST % BARRY OSHAROW BENESYS ADMIN SOUT 6266461079 PO BOX 990 WEST COVINA CA 91793 EDWARD CURLY CHAIRMAN 2133852889 2024-11-15 true true RICHARD THIERMANN P00974294 9252779100 2024-11-15 2023 2024-10-15 13:58:12Z EDWARD CURLY PO BOX 990 WEST COVINA CA 91793 7679441 false X HTTP://LOCAL501.ORG/CA/ X 1967 CA TO PROVIDE TRAINING PROGRAMS FOR EMPLOYEES IN THE ENGINEERING AND MAINTENANCE INDUSTRY 7 7 13 0 0 0 0 0 2467843 2262055 2337225 87755 74454 51796 4879522 2401606 0 0 0 0 1690114 1777974 0 0 0 1410453 972406 3100567 2750380 1778955 -348774 9823558 10475701 958712 1192645 8864846 9283056 TO PROVIDE TRAINING PROGRAMS FOR EMPLOYEES IN THE ENGINEERING AND MAINTENANCE INDUSTRY false false PROVIDED TRAINING PROGRAMS TO EMPLOYEES IN THE ENGINEERING AND MAINTENANCE INDUSTRY false false false false false false false false false true false false true true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false true 5 0 true 13 true false false false false true true false false false X 7 7 false true false false false false false true true false false true true true true true true false false false CA X BARRY OSHAROW BENESYS ADMIN 6266461079 PO BOX 990 WEST COVINA CA 91793 DENISE VUKOJEVICH TRAINING DIRECTOR 40.0 0.0 X 162416 0 75429 Mike Narez Trustee 1.0 0.0 X 0 0 0 Bryan Cortez Trustee 1.0 0.0 X 0 0 0 Tom O'Mahar Trustee 1.0 0.0 X 0 0 0 TOM CROSSER TRUStee 1.0 0.0 X 0 0 0 WILL WEBSTER PAST TRUSTEE (THRU 3/17/2023) 1.0 0.0 X 0 0 0 JAMES BUSALACCHI TRUSTEE 1.0 0.0 X 0 0 0 CURTIS VAN BUSKIRK TRUSTEE (FROM 3/20/2023) 1.0 0.0 X 0 0 0 PAUL POWELL TRUSTEE (FROM 11/8/2023) 1.0 0.0 X 0 0 0 Edward Curly Chairman 1.0 0.0 X 0 0 0 162416 0 75429 1 false true false GENESIS GLOBAL RECRUITING INC 3000 SW 148TH AVENUE SUITE 116 MIRAMAR FL 33027 STAFFING 379422 WITHUMSMITHBROWN 5000 EXECUTIVE PKWY STE 400 SAN RAMON CA 94583 ACCOUNTING SERVICES 106422 2 0 EMPLOYER CONTRIBUTIONS 900099 2259804 2259804 LIQUIDATED DAMAGES 900099 2251 2251 2262055 300265 300265 0 0 0 0 0 5065325 5277835 -212510 -212510 -212510 0 0 0 0 0 0 0 0 0 SALARY REIMBURSEMENTS 900099 48394 48394 CERTIFICATION TESTING 900099 3240 3240 MISCELLANEOUS INCOME 900099 162 162 51796 2401606 2313851 87755 0 0 0 0 0 0 1179109 381771 151440 65654 39000 33463 106422 0 0 54311 0 2558 228631 0 0 283085 12543 0 13461 0 0 29151 46127 TRAINING EXPENSES 79736 MISC EXPENSES 43918 2750380 357259 536798 1784158 0 0 0 122748 275900 0 0 0 0 0 0 0 0 0 0 962030 850003 127493 112027 6557982 8582525 0 0 0 0 0 0 873918 968451 9823558 10475701 73076 252164 0 0 98652 34997 0 0 0 0 0 0 0 0 0 0 786984 905484 958712 1192645 X 0 0 0 0 8864846 9283056 8864846 9283056 9823558 10475701 X -348774 748831 18153 X X false true X true false 81826 14525 67301 833472 788746 44726 46732 46732 0 112027 RIGHT-OF-USE ASSETS 887414 PREPAID EXPENSES 81037 968451 0 LEASE LIABILITIES 905484 905484 X 3096126 748831 748831 2347295 54311 54311 2401606 2696069 2696069 54311 54311 2750380 PART X, LINE 2: THE TRUST HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST AND HAS CONCLUDED THAT, AS OF DECEMBER 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. THE TRUST BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2020. false false false DENISE VUKOJEVICH TRAINING DIRECTOR 162416 0 0 0 0 0 58104 0 17325 0 237845 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 WILL BE EMAILED TO THE BOARD OF DIRECTORS FOR REVIEW OR WILL BE REVIEWED AT AN UPCOMING MEETING either before or after the return is filed. FORM 990, PART VI, SECTION B, LINE 12C: TRUSTEES ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE TRUST HAS BEEN GRANTED TAX-EXEMPT STATUS AND IN ORDER TO MAINTAIN ITS STATUS, THE TRUST MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TRUSTEES ARE ALSO REQUIRED TO NOTIFY THE FUND OFFICE OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 8: THE AUDITED FINANCIALS FOR 2022 WERE ISSUED AFTER THE RETURN WAS FILED, RESULTING IN A NET INCREASE IN NET ASSETS OF 18,153. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. FORM 990, PART VI, LINE 3: THE PLAN HAS CONTRACTED WITH BENESYS ADMINISTRATORS INC. TO BE THE PLAN ADMINISTRATOR AND PERFORM ADMINISTRATIVE SERVICES FOR THE PLAN.