2024-11-14T19:04:00-06:00 2023-12-31 814693463 JHS TAX & CONSULTING PO BOX 9500 DANVILLE CA 945260195 990 2023-01-01 731692659 ABC SOUTHERN CALIFORNIA INC MERIT TRAINING TRUST FUND ASSO 7147793199 1400 NORTH KELLOGG DRIVE A ANAHEIM CA 92807 RICHARD DEISHER CHAIRMAN 7147793199 2024-11-13 1 1 JAMES F KEPKE P00043916 9258201821 2023 2024-10-15 13:58:12Z RICHARD DEISHER 1400 NORTH KELLOGG DRIVE SUITE A ANAHEIM CA 92807 5961750 0 X WWW.ABCSOCAL.ORG X 2004 CA THE ORGANIZATION PROVIDES APPROVED APPRENTICESHIP TRAINING PROGRAMS AND APPROVED JOURNEYMEN UPGRADE TRAINING PROGRAMS IN THE CONSTRUCTION INDUSTRY. IT PROMOTES THE OPEN SHOP CONSTRUCTION INDUSTRY. 9 9 0 0 -150421 0 420660 904765 3134556 3481886 31938 13232 108854 91861 3696008 4491744 0 0 0 0 0 0 0 0 0 3977268 4095895 3977268 4095895 -281260 395849 17966962 18381214 7672928 7507657 10294034 10873557 THE ORGANIZATION PROVIDES APPROVED APPRENTICESHIP TRAINING PROGRAMS AND APPROVED JOURNEYMEN UPGRADE TRAINING PROGRAMS IN THE CONSTRUCTION INDUSTRY. IT PROMOTES THE OPEN SHOP CONSTRUCTION INDUSTRY. 0 0 THE ORGANIZATION PROVIDES APPROVED APPRENTICESHIP TRAINING PROGRAMS AND APPROVED JOURNEYMEN UPGRADE TRAINING PROGRAMS IN THE CONSTRUCTION INDUSTRY. IT PROMOTES THE OPEN SHOP CONSTRUCTION INDUSTRY. 0 0 0 0 0 0 0 0 0 1 0 0 0 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 1 0 0 1 7 0 0 1 1 0 0 0 0 0 0 0 0 0 X 9 9 0 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 CA X LARRY KUTCHER 7147793199 1400 NORTH KELLOGG DRIVE SUITE A ANAHEIM CA 92807 X RICHARD VSMILEY TRUSTEE 1.00 X 0 0 0 RICHARD DEISHER CHAIRMAN 1.00 X 0 0 0 JAMES KERR SECRETARY/TRUSTEE 1.00 X 0 0 0 DOUG LYVERS TRUSTEE 1.00 X 0 0 0 JON KRYSTAFIK TRUSTEE 1.00 X 0 0 0 JOSHUA REYES TRUSTEE 1.00 X 0 0 0 BRIAN AKERLEY TRUSTEE 1.00 X 0 0 0 ROBERT STUART TRUSTEE 1.00 X 0 0 0 ARNOLD ARSENAULT TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 904765 904765 EMPLOYER CONTRIBUTION 900099 3481886 3481886 3481886 56205 56205 352982 261121 91861 91861 -150421 242282 1165912 1208885 -42973 -42973 -42973 4491744 3481886 -150421 255514 205996 41400 11193 214905 55665 768 380986 75213 INSTRUCTOR WAGES AND SU 1367071 BUILDING EXPENSES 893761 GOVERNMENT AFFAIRS 250253 JOURNEYMEN UPGRADES 216525 382159 4095895 57266 492334 258987 780471 52739 52739 67702 79449 18145755 2650251 15291997 15495504 2227552 1480217 0 10719 500 17966962 18381214 110604 85577 45350 78500 7254374 7215341 262600 128239 7672928 7507657 X 10294034 10873557 10294034 10873557 17966962 18381214 395849 183674 0 X X 0 1 X 1 0 X 352643 309498 359584 420660 904765 2347150 2734568 2850638 3555398 3134556 3481886 15757046 3087211 3160136 3914982 3555216 4386651 18104196 0 0 0 18104196 150678 171075 766644 31938 13232 1133567 150678 171075 766644 31938 13232 1133567 29158 25840 1712 -72165 -150421 -165876 157098 160476 146568 155082 110700 729924 3424145 3517527 4829906 3670071 4360162 19801811 0.91430 0.89430 0.05720 0.06440 X 2574701 2574701 11017259 2044488 8972771 252449 175056 77393 4301346 430707 3870639 15495504 INVESTMENT MANAGEMENT FEES PAYABLE 1154 DUE TO RELATED PARTY-NET 111911 DEFERRED COMMON AREA MAINTENANCE 7500 SECURITY DEPOSIT - LEASE 7674 128239 X 4936539 183674 261121 444795 4491744 0 4491744 4357016 261121 261121 4095895 0 4095895 PART X, LINE 2: FINANCIAL STATEMENT NOTE 9 - INCOME TAX (EXCERPT) THE ORGANIZATION DID NOT HAVE UNRECOGNIZED TAX LIABILITIES AS OF DECEMBER 31, 2023, AND DOES NOT EXPECT THIS TO CHANGE OVER THE NEXT 12 MONTHS. IN CONNECTION WITH THE ADOPTION OF THIS ACCOUNTING STANDARD, THE ORGANIZATION WILL RECOGNIZE INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX LIABILITIES AS A COMPONENT OF INCOME TAX EXPENSE. AS OF DECEMBER 31, 2023, THE ORGANIZATION HAS NOT ACCRUED INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: BUILDING EXPENSE ALLOCATED AGAINST RENTAL INCOME 261,121. PART XII, LINE 2D - OTHER ADJUSTMENTS: BUILDING EXPENSE ALLOCATED TO RENTAL INCOME 261,121. FORM 990, PART VI, SECTION A, LINE 3 CERTAIN ADMINISTRATIVE DUTIES REGARDING MERIT TRUST OPERATIONS WERE DELEGATED IN A WRITTEN AGREEMENT TO THE ASSOCIATED BUILDERS AND CONTRACTORS SOUTHERN CALIFORNIA CHAPTER, INC. THE AGREEMENT OUTLINES VARIOUS HOURLY FEES ASSOCIATED WITH INDIVIDUAL EMPLOYEES OF THE CHAPTER. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B COPIES OF THE DRAFT FORM 990 WERE PROVIDED FOR REVIEW BY THE TRUSTEES VIA BOARD MEETING OR EMAIL. FORM 990, PART VI, SECTION B, LINE 12C THE TRUST HAS A CONFLICT OF INTEREST POLICY THAT IS DISTRIBUTED ANNUALLY BY THE ORGANIZATIONS LEGAL COUNSEL TO THE TRUSTEES. THE TRUSTEES ARE REQUIRED TO READ, SIGN AND RETURN THE POLICY WITH ANY POTENTIAL CONFLICT DISCLOSURES TO THE ORGANIZATIONS LEGAL COUNSEL WHO MAINTAINS THE WRITTEN FILE. FORM 990, PART VI, SECTION C, LINE 19 UPON ADVANCE NOTICE, COPIES OF THE IRS EXEMPTION LETTER AND FORM 990 ARE MADE AVAILABLE FOR ONSIGHT REVIEW AT THE ORGANIZATION'S OFFICE. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS TRUSTEES THAT ASSUME RESPONSIBILITY FOR THE AUDITED FINANCIAL STATEMENTS. THEY REVIEW AND DISCUSS FINANCIAL STATEMENTS AND ACCOUNTING ISSUES WITH INDEPENDENT AUDITORS UPON BEGINNING AND COMPLETION OF THE ANNUAL AUDIT. ASSOCIATED BUILDERS & CONTRACTORS OF SOUTHERN CALIFORNIA INC 1400 N KELLOGG DRIVE SUITE A ANAHEIM CA 92807 952893577 TO CHAMPION FREE ENTERPRISE IN THE CONSTRUCTION INDUSTRY CA 501(C)6 0 ABC SOUTHERN CALIFORNIA BENEFIT TRUST FUND WELFARE BENEFIT PLAN 1400 N KELLOGG DRIVE SUITE A ANAHEIM CA 92807 336227695 PROVIDE HEALTH BENEFITS FOR THE COVERED PARTICIPANTS AND DEPENDENTS CA 501(C)9 0 ABC LAVENTURA MERIT TRAINING TRUST 1400 N KELLOGG DRIVE SUITE A ANAHEIM CA 92807 833530096 PROVIDE APPRENTICESHIP TRAINING AND JOURNEYMEN UPGRADE TRAINING PROGRAM CA 501(C)5 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 ABC OF SOUTHERN CALIFORNIA INC A 242282 CASH RECEIVED ABC OF SOUTHERN CALIFORNIA INC P 1367071 CASH DISBURSED