2024-01-25T11:09:52-06:00 2023-03-31 910189318 MOSS ADAMS LLP 4747 EXECUTIVE DR SUITE 1300 SAN DIEGO CA 92121 990 2022-04-01 330330244 AGC OF AMERICA SD CHAPTER INC APPRENTICESHIP & TRAINING TRUST FUND ASSO 6196832030 PO BOX 12630 SAN DIEGO CA 92112 THOMAS BROWN TRUSTEE 6196832030 2024-01-24 1 THOMAS BROWN 999009999 0 JANE COLEMAN P01391236 8586271400 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z THOMAS BROWN PO BOX 12630 SAN DIEGO CA 92112 6418761 0 X WWW.AGCSDATT.ORG X 1988 CA THE TRUST PROVIDES APPRENTICESHIP AND TRAINING TO AGC SAN DIEGO MEMBERS. 8 8 66 8 0 0 0 0 5053356 5349428 148011 32459 94337 105147 5295704 5487034 0 0 0 0 2704043 2313708 0 0 0 3568193 3677691 6272236 5991399 -976532 -504365 10485267 13725754 650518 4486905 9834749 9238849 X THE TRUST FUND IS INTENDED TO PROVIDE A DISTINCT LEGAL ENTITY INTO WHICH MONIES MAY BE CONTRIBUTED BY PARTICIPATING EMPLOYERS AND EMPLOYEES FOR THE EXCLUSIVE PURPOSE OF CREATING AND ADMINISTERING AN EMPLOYEE WELFARE BENEFIT PLAN (OR PLANS) FOR THE BENEFIT OF PARTICIPATING EMPLOYEES, AND THEIR BENEFICIARIES, AND FOR DEFRAYING REASONABLE EXPENSES OF ADMINISTRATION. 0 0 PROVIDED APPRENTICESHIP AND TRAINING BENEFITS TO EMPLOYERS WHO HIRE APPRENTICES IN CONSTRUCTION TRADES. 0 0 0 1 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 15 0 1 66 1 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X FUTURE PLAN OF ASCENSUS 6196832030 530 B STREET SUITE 900 SAN DIEGO CA 92101 CHRIS MADSEN TRUSTEE 1.00 X 0 0 0 ONOFRIO PECORARO TRUSTEE 1.00 X 0 0 0 STEVE THOMPSON TRUSTEE 1.00 X 0 0 0 THOMAS BROWN TRUSTEE 6.00 X 0 0 0 JASON MORDHORST TRUSTEE 1.00 X 0 0 0 MARK DOWSING TRUSTEE 1.00 X 0 0 0 JACK GIEFFELS TRUSTEE 1.00 X 0 0 0 LYNDSI SUMMERS TRUSTEE 1.00 X 0 0 0 GLENN HILLEGAS EXECUTIVE VICE PRESIDENT 40.00 X 253801 0 19510 PETE SAUCEDO EXECUTIVE DIRECTOR 40.00 X 221343 0 31901 RAUL GUEDEA JR APPRENTICESHIP OUTREACH COORDINATOR 40.00 X 106445 0 28906 JONATHAN HILL APPRENTICESHIP OUTREACH COORDINATOR 40.00 X 114159 0 26840 695748 0 107157 4 0 1 0 WOLDS VANDERWAL PC 4747 EXECUTIVE DR 250 SAN DIEGO CA 92121 LEGAL SERVICES 139025 MOSS ADAMS LLP PO BOX 101822 PASADENA CA 91189 ACCOUNTING SERVICES 113761 FUTURE PLAN OF ASCENSUS 530 B STREET SUITE 900 SAN DIEGO CA 92101 PLAN ADMINISTRATION 108411 3 EMPLOYER CONTRIBUTIONS 900099 4445425 4445425 STATE CONTRACT 900099 898869 898869 APPRENTICESHIP BOOKS 900099 5134 5134 5349428 109729 109729 105147 0 105147 105147 105147 854457 931727 -77270 -77270 -77270 5487034 5349428 0 137606 533253 1341585 145155 148972 144743 166586 116622 400000 11738 139082 163474 1161078 5369 682083 69248 APPRENTICESHIP SUPPLIES 485125 TRAINING EXPENSE 117086 REPAIRS & MAINTENANCE 104997 AUTO EXPENSE 52237 2966 5991399 1318673 786287 455540 535053 50203 30868 9671896 4550344 5633303 5121552 3027548 2995261 0 4256733 10485267 13725754 552675 225488 97843 85095 0 4176322 650518 4486905 X 0 0 0 0 9834749 9238849 9834749 9238849 10485267 13725754 -504365 -91535 0 X 0 1 X 1 0 0 0 0 0 1 0 0 PART I-A, LINE 1: THE ORGANIZATION DOES NOT PARTICIPATE IN DIRECT OR INDIRECT POLITICAL CAMPAIGN ACTIVITITES. 1664541 1664541 1936602 1171290 765312 4054459 2210531 1843928 2016294 1168523 847771 5121552 ROU ASSET - LAKESIDE LEASE 3319536 ROU ASSET - SANTA ANA LEASE 853786 ET GRANT CONTRACT 83411 4256733 LEASE LIABILITIES 4176322 4176322 X 5395499 -91535 -91535 5487034 0 5487034 5991399 0 5991399 0 5991399 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 IN PROGRESS. X X X 0 0 0 GLENN HILLEGAS EXECUTIVE VICE PRESIDENT 170762 0 80000 0 3039 0 17076 0 2434 0 273311 0 0 0 PETE SAUCEDO EXECUTIVE DIRECTOR 160008 0 60000 0 1335 0 16001 0 15900 0 253244 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE SENIOR STAFF WORKS WITH THE PAID PREPARER AND REVIEWS THE 990 RETURN FOR COMPLETENESS AND ACCURACY. THE TRUSTEES REVIEW AND APPROVE THE 990 RETURN BEFORE FINALIZING AND FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES MEET REGULARLY TO REVIEW AND MONITOR TRUST ACTIVITIES. ALL BOARD MEMBERS ARE COVERED BY THE CONFLICT OF INTEREST POLICY. BOARD MEMBERS SHALL SUBMIT A SIGNED CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY TO THE BOARD. IF A CONFLICT OF INTEREST ARISES, THE MEMBER WITH A CONFLICT OF INTEREST WILL RECUSE THEMSELF FROM THE DECISION MAKING PROCESS AND VOTING ON TRANSACTIONS. THERE HAVE BEEN NO INCIDENCES OF ANY CONFLICT DURING THE YEAR ENDED MARCH 31, 2023. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES MEET IN EXECUTIVE SESSION AND EVALUATE MARKET DATA, COMPENSATION FOR COMPARABLE POSITIONS, JOB PERFORMANCE, ACCOMPLISHMENT OF GOALS AND THE FINANCIAL CONDITION OF THE TRUST IN ORDER TO DETERMINE THE COMPENSATION FOR ALL EMPLOYEES AND TOP MANAGMENT OFFICIALS. THE DECISION MAKING PROCESS IS DOCUMENTED. THIS PROCESS WAS LAST DONE IN MAY 2022. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO MEMBERS TO REVIEW AT THE ADMINISTRATIVE OFFICE UPON REQUEST. AGC OF AMERICA SAN DIEGO CHAPTER INC HEALTH & WELFARE TRUST PO BOX 12630 SAN DIEGO CA 92112 330078759 HEALTH BENEFITS FOR PARTICIPANTS CA 501(C)(9) N/A AGC OF AMERICA SAN DIEGO CHAPTER INC 0 AGC OF AMERICA SAN DIEGO CHAPTER INC 10140 RIVERFORD ROAD LAKESIDE CA 92040 951951119 PROVIDE SERVICES TO MEMBERS IN THE CONSTRUCTION INDUSTRY CA 501(C)(6) N/A N/A 0 AGC OF AMERICA SAN DIEGO CHAPTER INC BENEFITS PLUS TRUST FUND PO BOX 12630 SAN DIEGO CA 92112 336162794 ANCILIARY BENEFITS CA T 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0