2024-11-06T09:58:45-06:00 2023-12-31 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2023-01-01 680395346 CALIFORNIA AMERICAN FIRE SPRINKLER ASSOCIATION TRAINING TRUST FUND CALI 9259608519 4577 LAS POSITAS ROAD UNIT C LIVERMORE CA 94551 BILL GRAY CHAIRMAN 9259608519 2024-11-04 1 0 JANE COLEMAN P01391236 8586271400 2023 2024-10-15 13:58:12Z BILL GRAY 4577 LAS POSITAS ROAD UNIT C LIVERMORE CA 94551 1453706 0 X WWW.CAFSA.ORG X 1994 CA TO TRAIN INDIVIDUALS IN THE FIRE SPRINKLER INDUSTRY. 4 4 24 10 0 0 8455 9150 1510236 1408724 1892 3230 0 32602 1520583 1453706 0 0 0 0 261435 275574 0 0 0 873373 1066236 1134808 1341810 385775 111896 1843312 2170304 398335 624047 1444977 1546257 TO PROMOTE AN ENVIRONMENT THAT ATTRACTS, TRAINS AND RETAINS MEN AND WOMEN WITHIN THE FIRE SPRINKLER INDUSTRY THROUGH A COMPREHENSIVE APPRENTICESHIP TRAINING PROGRAM AND CRAFT JOURNEYWORKER TRAINING. 0 0 870283 1408724 DEVELOPED APPRENTICESHIP STANDARDS TRAINING FOR FIRE SPRINKLERS AND INSTALLERS. DEVELOPED TRAINING AND MATERIALS. TRAINED OVER 323 APPRENTICES IN THE PROGRAM 870283 1 1 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 1 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X MICHELLE PEREZ 9259608529 4577 LAS POSITAS ROAD UNIT C LIVERMORE CA 94551 X BILL GRAY CHAIRMAN 2.00 X X 0 0 0 BYRON WEISZ PAST CHAIR 2.00 X 0 0 0 JAMES G TATE TRUSTEE 1.00 X 0 0 0 LISA BISSETT TREASURER 1.00 X X 0 0 0 0 0 0 0 0 0 0 ABC NORCAL CHAPTER 4577 LAS POSITAS ROAD UNIT C LIVERMORE CA 94551 ADMIN AND PROGRAMMATIC 456960 1 9150 9150 APPRENTICESHIP FEES 900099 961254 961254 JOURNEYMAN FEES & APPR 900099 281134 281134 PREVAILING WAGE 900099 120326 120326 SUBSCRIBING EMPLOYER F 900099 20625 20625 25385 25385 1408724 3230 3230 32602 0 32602 32602 32602 1453706 1408724 0 35832 239867 239867 35707 35707 412395 109057 303338 28396 28396 44788 44788 56630 14976 41654 27355 24251 3104 34378 34378 246596 226109 20487 16107 5932 10175 31000 11415 19585 2640 2640 13199 13199 TRAINING EXPENSE 152752 152752 1341810 870283 471527 0 1511678 1690076 262993 182868 3709 2692 13208 7611 8237 5597 56695 289071 1843312 2170304 398335 342770 0 281277 398335 624047 X 1444977 1546257 1444977 1546257 1843312 2170304 111896 -10616 0 X 0 1 X 1 0 X 5351 34937 9956 8455 9150 67849 1095114 1154536 1350849 1510236 1408724 6519459 1100465 1189473 1360805 1518691 1417874 6587308 9145 35277 780 300 45502 0 9145 35277 780 300 45502 6541806 701 1506 1452 1892 35832 41383 701 1506 1452 1892 35832 41383 1101166 1190979 1362257 1520583 1453706 6628691 0.98690 0.98930 0.00620 0.00090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13208 7611 5597 5597 UNDEPOSITED FUNDS 9327 SECURITY DEPOSIT 5112 RIGHT-OF-USE ASSET 274632 289071 RIGHT-OF-USE LIABILITY 281277 281277 X 1453706 0 1453706 0 1453706 1341810 0 1341810 0 1341810 PART X, LINE 2: THE PLAN FOLLOWS ASC 740-10 IN ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE PLAN'S TAX POSITIONS AND CONCLUDED THAT THE PLAN 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 PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS. 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 CHAPER 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 $456,960 FOR THESE SERVICES. THE CHAPTER HAS 3 FULL TIME STAFFERS ADMINISTERING CAFSA: APPRENTICESHIP ADMINISTRATOR, APPRENTICESHIP OPERATIONS SUPERVISOR, APPRENTICESHIP DIRECTOR. 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 THE CONFLICT OF INTEREST POLICY IS DISCUSSED WITH THE TRUST AT ANNUAL TRUST MEETINGS. THE TRUST IS 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. 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. FORM 990, PART VI, SECTION B, LINES 15A AND 15B: THIS QUESTION IS NOT APPLICABLE FOR THE ORGANIZATION AS IT DOES NOT COMPENSATE ITS CEO AND ITS OTHER OFFICERS AND HAS NO KEY EMPLOYEES.