2025-11-10T21:08:19-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2024-01-01 680395346 CALIFORNIA AMERICAN FIRE SPRINKLER ASSOCIATION TRAINING TRUST FUND CALI 9259608529 4577 LAS POSITAS ROAD UNIT C LIVERMORE CA 94551 BILL GRAY CHAIRMAN 9259608529 2025-11-03 1 0 JANE COLEMAN P01391236 8586271400 2024 2025-03-06 01:10:19Z BILL GRAY 4577 LAS POSITAS ROAD UNIT C LIVERMORE CA 94551 1563867 0 X WWW.CAFSA.ORG X 1994 CA TO TRAIN INDIVIDUALS IN THE FIRE SPRINKLER INDUSTRY. 5 5 27 5 0 0 9150 150977 1408724 1359326 3230 21757 32602 31807 1453706 1563867 0 0 0 0 275574 311532 0 0 0 1066236 1089855 1341810 1401387 111896 162480 2170304 1843984 624047 135247 1546257 1708737 X TO ENSURE THAT LOCAL CONSTRUCTION STANDARDS RELATING TO THE QUALITY OF WORK CONFORM TO APPLICABLE NATIONAL CODES AND STANDARDS FOR THE CONSTRUCTION INDUSTRY, TO DEVELOP A HIGHER DEGREE OF OCCUPATIONAL EFFICIENCY AND SAFETY IN SUCH INDUSTRY, TO IMPROVE THE GRADE OF SUCH INDUSTRY'S SERVICES AND PRODUCTS, AND TO PROMOTE CAREER OPPORTUNITIES IN THE CONSTRUCTION INDUSTRY. 0 0 948949 1359326 DEVELOPED APPRENTICESHIP STANDARDS TRAINING FOR FIRE SPRINKLERS AND INSTALLERS. DEVELOPED TRAINING AND MATERIALS. TRAINED OVER 326 APPRENTICES IN THE PROGRAM. 948949 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 56 0 1 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 1 1 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X MICHELLE PEREZ 9259608529 4577 LAS POSITAS ROAD UNIT C LIVERMORE CA 94551 X BILL GRAY CHAIRMAN 2.00 X X 0 0 0 LISA BISSETT TREASUER 1.00 X X 0 0 0 BYRON WEISZ PAST CHARIMAN 2.00 X 0 0 0 JAMES G TATE TRUSTEE 1.00 X 0 0 0 JEFF AWTREY TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 ABC NORCAL CHAPTER 4577 LAS POSITAS ROAD UNIT C LIVERMORE CA 94551 MANAGEMENT SERVICES AND REIMBURSEMENTS 419560 1 150977 150977 APPRENTICESHIP FEES 900099 947220 947220 JOURNEYMAN FEES 900099 277598 277598 PREVAILING WAGE 900099 105884 105884 SUBSCR. EMPLOYER FEES 900099 7225 7225 21399 21399 1359326 21757 21757 31807 0 31807 31807 31807 1563867 1359326 0 53564 285808 285808 25724 25724 397801 105198 292603 10456 10456 59672 59672 29623 7834 21789 38765 34366 4399 5386 5386 239470 219575 19895 14990 5520 9470 54061 19907 34154 2848 2848 14086 14086 TRAINING EXPENSE 222697 222697 1401387 948949 452438 0 1690076 633572 912226 182868 270920 2692 2851 25190 10459 5597 14731 289071 9684 2170304 1843984 342770 135247 281277 0 624047 135247 X 1546257 1708737 1546257 1708737 2170304 1843984 162480 0 X 0 0 0 X 34937 9956 8455 9150 150977 213475 1154536 1350849 1510236 1408724 1359326 6783671 1189473 1360805 1518691 1417874 1510303 6997146 35277 780 300 36357 135338 135338 35277 780 300 135338 171695 6825451 1506 1452 1892 35832 53564 94246 1506 1452 1892 35832 53564 94246 1190979 1362257 1520583 1453706 1563867 7091392 0.96250 0.98690 0.01330 0.00620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25190 10459 14731 14731 FORM 990, PART VI, SECTION A, LINE 3 THE ASSOCIATED BUILDERS AND CONTRACTORS NORTHERN CALIFORNIA CHAPTER ("CHAPTER") PROVIDES A VARIETY OF SERVICES RELATED TO THE ADMINISTRATION OF CALIFORNIA AMERICAN FIRE SPRINKLER ASSOCIATION ("CAFSA"). THE SERVICES AND FACILITIES PROVIDED BY THE CHAPTER ARE NECESSARY TO THE ADMINISTRATION OF CAFSA. CAFSA ACKNOWLEDGES THAT, WITH RESPECT TO THE RESPONSIBILITIES SET FORTH IN THE AGREEMENT WITH THE CHAPTER THAT THE CHAPTER IS NOT FUNCTIONING AS A FIDUCIARY. THE CHAPTER DOES NOT HAVE DISCRETIONARY AUTHORITY WITH REGARD TO ANY SERVICE PROVIDED, THEIR RESPONSIBILITIES ARE PRESUMED TO BE MINISTERIAL ONLY. CAFSA MONITORS ALL COSTS TO ASSURE THAT NO MORE THAN REASONABLE COMPENSATION IS PAID FOR THE SERVICES PROVIDED BY THE CHAPTER. THE CHAPTER ASSISTS CAFSA IN THE FORMULATION OF NEW POLICIES AND IMPLEMENTS POLICIES APPROVED BY CAFSA AND UNILATERAL APPRENTICESHIP COMMITTEE ("UAC"), INCLUDING PLANNING, ORGANIZING AND COORDINATING THE STAFF, PROGRAMS AND ACTIVITIES OF THE ENTITIES TO ENSURE THAT THE OBJECTIVES ARE ATTAINED, PLANS ARE FULFILLED, AND STAKEHOLDERS NEEDS ARE MET. THE CHAPTER ENSURES AND MAINTAINS FISCAL BALANCE WITHIN THE PARAMETERS ESTABLISHED BY CAFSA. THE CHAPTER ALSO MAINTAINS EFFECTIVE INTERNAL AND EXTERNAL RELATIONSHIPS WITH ALL PERSON, GROUPS, AND BODIES WHICH HAVE A RELATIONSHIP WITH CAFSA AND PROVIDES CAFSA WITH A STAFF TO ADEQUATELY CARRY OUT CAFSA'S POLICIES. DURING THE YEAR, CAFSA PAID THE CHAPTER $479,560 FOR THESE SERVICES. THE CHAPTER HAS 3 FULL TIME STAFFERS ADMINISTERING CAFSA: APPRENTICESHIP ADMINISTRATOR, APPRENTICESHIP OPERATIONS SUPERVISOR, APPRENTICESHIP DIRECTOR. FORM 990, PART VI, SECTION A, LINE 4 CAFSA'S TRUST AGREEMENT WAS AMENDED ON AUGUST 1, 2024 TO REFLECT THE FOLLOWING AMENDMENTS: 1. AMENDED TO REFLECT FIRE PROTECTION TRAINING ASSOCIATION AS THE NEW SPONSORING ORGANIZATION ("ASSOCIATION"). 2. AMENDED TO REFLECT CHANGE IN THE OFFICERS OF CAFSA FROM CHAIR/TREASURER TO CHAIR/SECRETARY. 3. AMENDED TO ADD LANGUAGE REGARDING DEADLOCKED ISSUES AND VOTING IN THE EVENT OF A DEADLOCK. 4. AMENDED TO REFLECT UPDATED MISSION STATEMENT. 5. AMENDED TO REFLECT THAT CAFSA'S TRUSTEES ARE NOW APPOINTED BY THE ASSOCIATION AND THE TRUSTEES SERVE AT THE PLEASURE OF THE ASSOCIATION WHICH HAS THE AUTHORITY TO SELECT INTERIM TRUSTEES, DESIGNATE TERMS OF APPOINTMENT AND EXERCISE DISCRETION AS IT DEEMS APPROPRIATE. 6. AMENDED TO REFLECT THAT THE TRUST AGREEMENT AND TRUST FUND MAY BE TERMINATED AT ANY TIME BY ACTION OF THE TRUSTEES AND THE ASSOCIATION. 7. AMENDED TO REFLECT UPDATES TO TRUST'S TERMINATION CLAUSE. FORM 990, PART VI, SECTION A, LINE 7A CAFSA'S TRUSTEES ARE APPOINTED BY THE ASSOCIATION. TRUSTEES SERVE AT THE PLEASURE OF THE ASSOCIATION WHICH HAS THE AUTHORITY TO SELECT INTERIM TRUSTEES, DESIGNATE TERMS OF APPOINTMENT AND EXERCISE DISCRETION AS IT DEEMS APPROPRIATE. IN THE EVENT OF THE RESIGNATION, TERMINATION, INCAPACITY, OR DEATH OF A TRUSTEE, A SUCCESSOR TRUSTEE WILL BE APPOINTED BY THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7B THE ASSOCIATION MAY TERMINATE THE APPOINTMENT OF CAFASA'S TRUSTEE AT ANY TIME. SUCH TERMINATION WILL BE EFFECTIVE AS OF THE DATE SPECIFIED IN A WRITTEN NOTICE OF TERMINATION DIRECTED FROM THE ASSOCIATION TO THE TRUSTEES. THE TRUST AGREEMENT AND TRUST FUND MAY BE TERMINATED AT ANY TIME BY ACTION OF THE TRUSTEES AND THE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY A CPA FIRM AND REVIEWED BY THE TRUST CHAIR AND A COMPLETE COPY OF THE FORM 990 AND SUPPORTING SCHEDULE IS PROVIDED TO THE TRUST FOR REVIEW PRIOR TO THE FILING. FORM 990, PART VI, SECTION B, LINE 12C POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED AND DETERMINED AT THE BOARD OF TRUSTEES LEVEL. THE CONFLICT OF INTEREST POLICY IS DISCUSSED WITH THE TRUSTEES AT ANNUAL TRUST MEETINGS. THE TRUSTEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS AT THESE MEETINGS. IF A CONFLICT ARISES, THE PERSON WITH THE CONFLICT IS NOT ALLOWED TO VOTE ON THE TRANSACTION. THERE HAVE BEEN NO INCIDENCES OF ANY CONFLICT 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 ON REQUEST. FIRE PROTECTION TRAINING ASSOCIATION 4577 LAS POSITAS ROAD SUITE C LIVERMORE CA 94551 995056664 SPONSORING ORGANIZATION CA N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0