2025-11-10T10:57:33-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2024-01-01 900169609 ASSOCIATED BUILDERS AND CONTRACTORS NORTHERN CALIFORNIA CHAPTER TRAINING TF ASSO 9254741300 4577 LAS POSITAS ROAD C LIVERMORE CA 94551 KEN KREISCHER CHAIRMAN 9254741300 2025-11-05 1 1 JANE COLEMAN P01391236 8586271400 2024 2025-03-06 01:10:19Z JOHN MORRIS 4577 LAS POSITAS ROAD C LIVERMORE CA 94551 6667992 0 X HTTPS://ABCNORCAL.ORG/EDUCATION-TRAINING/ X 2002 CA TO SPONSOR APPRENTICESHIP AND TRAINING PROGRAMS IN THE CONSTRUCTION INDUSTRY. 3 3 0 4 0 0 0 686094 4111840 3973260 278830 661104 30120 29520 4420790 5349978 0 0 0 0 1581931 1879539 0 0 0 1353247 1435775 2935178 3315314 1485612 2034664 12881720 15662736 796199 1337864 12085521 14324872 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 425 APPRENTICES EACH YEAR IN THE TRADES OF CARPENTRY, ELECTRICAL, PAINTING, PLUMBING, AND CONSTRUCTION CRAFT LABORER TRADES. 0 1 0 0 0 0 0 0 0 1 0 0 1 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 78 0 1 0 0 0 0 0 0 0 0 0 X 3 3 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X THE ORGANIZATION 9254741300 4577 LAS POSITAS ROAD SUITE C LIVERMORE CA 94551 JOHN MORRIS PRESIDENT (AS OF 3/2024) 14.00 26.00 X 110933 206020 41655 DRUSILLA FLORES - VP OF MEMBERSHIP & BUSINESS DEVELOPMENT 0.00 40.00 X 0 129931 18015 SAGIT PLOOF APPRENTICESHIP DIRECTOR 38.00 2.00 X 117754 6197 15545 LUAN HUYNH CARPENTER/LABORER INSTRUCTOR 40.00 0.00 X 117903 0 20366 DEANNA HORTON APPRENTICESHIP DIRECTOR 40.00 0.00 X 108456 0 19987 ANNE QUICK VP EDUCATION & OUTREACH 24.00 16.00 X 69910 48581 5749 KEN KREISCHER CHAIRMAN 1.00 X X 0 0 0 DAN YEGGY SECRETARY 1.00 X X 0 0 0 PHIL BLANKE TRUSTEE (THRU 4/2024) 1.00 X 0 0 0 TOM VASEY PAST CHAIR 1.00 X 0 0 0 524956 390729 121317 4 0 1 0 ABC NORCAL CHAPTER 4577 LAS POSITAS ROAD SUITE C LIVERMORE CA 94551 MANAGEMENT SERVICES AND REIMBURSEMENTS 2016517 1 686094 686094 ELECTRICAL INCOME 900099 1382890 1382890 PLUMBING/PAINTING INCOME 900099 928869 928869 CARPENTRY INCOME 900099 879098 879098 LABORER INCOME 900099 771480 771480 10923 10923 3973260 529211 529211 29520 0 29520 29520 29520 1449907 1318014 131893 131893 131893 5349978 3973260 0 690624 125512 1359721 59345 224747 110214 49397 81729 31807 79106 49062 46772 96846 472047 16913 10195 20778 TRAINING EXPENSE 423217 AUTO AND EQUIPMENT 39276 EDUCATION EXPENSE 7520 11110 3315314 2031139 713757 3017293 358499 426566 5981 5530 232125 131348 32165 100777 7435856 13522151 787 893955 12881720 15662736 795095 57373 1104 1280491 796199 1337864 X 12085521 14324872 12085521 14324872 12881720 15662736 2034664 268997 -64310 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 66398 272 66126 135641 115343 20298 30086 15733 14353 100777 RIGHT OF USE ASSET, OPERATING LEASE 893955 893955 LEASE LIABILITY 957030 DUE TO RELATED PARTY 323461 1280491 X 5587168 268997 268997 5318171 31807 31807 5349978 3283507 0 3283507 31807 31807 3315314 PART X, LINE 2: THE ORGANIZATION FOLLOWS ASC 740-10, INCOME TAXES, IN ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION 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 ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 JOHN MORRIS PRESIDENT (AS OF 3/2024) 73069 135700 24182 44910 13682 25410 2660 4940 11919 22136 125512 233096 0 0 PART I, LINE 3 THE ORGANIZATION'S RELATED PARTY ASSOCIATED BUILDERS AND CONTRACTORS NORTHERN CALIFORNIA CHAPTER ("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. 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 ABC NORCAL CHAPTER. THE FEES FOR SUCH DUTIES ARE IN ACCORDANCE WITH AN AGREEMENT SIGNED BY THE ORGANIZATION'S TRUSTEES AND ABC NORCAL CHAPTER 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 6 PARTICIPATING EMPLOYERS HAVE CERTAIN RIGHTS TO ELECT TRUSTEES AND TO TERMINATE THE TRUST AGREEMENT (WITH THE TRUSTEES). FORM 990, PART VI, SECTION A, LINE 7A TRUSTEES ARE ELECTED BY A SIMPLE MAJORITY OF PARTICIPATING EMPLOYERS WHO VOTE IN PERIODIC ELECTIONS. IN THE EVENT OF THE TERMINATION, RESIGNATION, INCAPACITY, OR DEATH OF A TRUSTEE, A SUCCESSOR TRUSTEE WILL BE APPOINTED BY THE ORGANIZATION'S RELATED PARTY ABC NORCAL CHAPTER TO SERVE ON AN INTERIM BASIS UNTIL THE NEXT ELECTION. FORM 990, PART VI, SECTION A, LINE 7B THE ORGANIZATION'S RELATED PARTY ABC NORCAL CHAPTER MAY TERMINATE THE APPOINTMENT OF THE ORGANIZATION'S TRUSTEE AT ANY TIME. THE TRUST AGREEMENT AND TRUST FUND MAY BE TERMINATED AT ANY TIME BY ACTION OF THE TRUSTEES AND ABC NORCAL CHAPTER. THE TRUST AGREEMENT CAN BE TERMINATED BUT REQUIRES ACTION OF THE TRUSTEES AND THE ASSOCIATION OR BY WRITING AGREED TO BY THE TRUSTEES AND A MAJORITY OF THE PARTICIPATING EMPLOYERS. 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 POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED AND DETERMINED AT THE TRUSTEES LEVEL. 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. THERE WERE NO INCIDENCES OF ANY CONFLICT OF INTEREST IN 2024. 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. 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 0 1 0 0 0 0 0 0 0 1 1 1 1 0 1 1