2023-04-14T11:07:00-05:00 2022-05-31 WITHUMSMITHBROWNPC 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2021-06-01 941688279 LABORERS TRAINING AND RETRAINING TRUST FUND FOR NORTHERN CALIFORNIA % BRYAN B LONEY LABO 7078642800 5672 Stoneridge Drive Suite 100 Pleasanton CA 94588 BILL KOPENEN CO-CHAIRMAN 7078642800 2023-04-11 true BILL KOPENEN 999009999 JASMINE S BAKER P01452246 9252779100 2021 2023-04-26 12:10:37Z OSCAR DE LA TORRE 5672 Stoneridge Drive SUITE 100 Pleasanton CA 94588 60348411 false X N/A X 1968 CA TO PROVIDE TRAINING TO ELIGIBLE PARTICIPANTS COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND THE EMPLOYERS. 10 10 48 0 0 0 1907998 2328972 19124817 19232069 3426226 2482424 259301 86148 24718342 24129613 0 0 0 0 6812540 6812868 0 0 0 9666863 10510041 16479403 17322909 8238939 6806704 50994417 51972305 1687525 1449798 49306892 50522507 TO PROVIDE TRAINING TO ELIGIBLE PARTICIPANTS COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNIONS AND THE EMPLOYERS. false false 15873924 19318217 PROVIDED TRAINING TO ELIGIBLE PARTICIPANTS COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNIONS AND THE EMPLOYERS. 15873924 true true false false false false false false false false true false false false false true true false true false false false false false false false false false false true false false false false false false false false false false false false false true false false true 29 0 true 48 true false false false false false false false false false false false false X 10 10 false true false false false false false true true false false false false true true true true false CA X BRYAN B LONEY 7078642800 5672 STONERIDGE DRIVE PLEASANTON CA 94588 X LEONARD GONZALEZ EXECUTIVE DIRECTOR 40.0 0.0 X 167977 0 85812 Juan Gutierrez Training Instructor 40.0 0.0 X 132878 0 70212 OLLIE HURD DIRECTOR OF TRAINING 40.0 0.0 X 125051 0 75412 Lauro Perez Training Instructor 40.0 0.0 X 126530 0 68913 Hugo De La Torre Director of Apprenticeship 40.0 0.0 X 117837 0 75412 Alfredo Munoz De La Torre Maintenance Worker 40.0 0.0 X 115046 0 63115 GIL CROSTHWAITE CO Chair-Past 1.0 0.0 X X 0 0 0 BEN KERR Trustee 1.0 0.0 X 0 0 0 OSCAR DE LA TORRE CHAIR 1.0 0.0 X X 0 0 0 DAVID GORGAS TRUSTEE-pAST 1.0 0.0 X 0 0 0 FERNANDO ESTRADA TRUSTEE-pAST 1.0 0.0 X 0 0 0 RAMON HERNANDEZ TRUSTEE-pAST 1.0 0.0 X 0 0 0 Darren Leary Trustee 0.0 0.0 X 0 0 0 Bill Koponen Co chair 1.0 0.0 X X 0 0 0 KEVIN HESTER TRUSTEE 0.0 0.0 X 0 0 0 JAMES HAMMOND TRUSTEE 0.0 0.0 X 0 0 0 Carlos Bedolla Trustee 1.0 0.0 X 0 0 0 George Bradshaw Trustee 1.0 0.0 X 0 0 0 Keith Lemoine Trustee 1.0 0.0 X 0 0 0 Victor Parra Trustee 1.0 0.0 X 0 0 0 785319 0 438876 6 false true false LABORERS FUNDS ADMINISTRATIVE OFFIC 5672 STONERIDGE DRIVE PLEASANTON CA 94588 Administrator 741690 PACIFIC PROFESSIONAL SOLUTIONS 1192 SILVER SPUR WAY PLUMAS LAKE CA 95961 Printing 619756 NATEC INTERNATIONAL INC PO BOX 25205 ANAHEIM CA 92825 Contract training 258983 ENVIRONMENTAL SAFETY TRAINING PROFE 3140 GOLD CAMP DR 130 CORDOVA CA 95670 TRAINING CONSULTANT 247975 ALLIED UNIVERSAL SECURITY SERVICES 550 GATEWAY DR SUITE 101 NAPA CA 94558 sECURITY 211476 11 1149369 1179603 2328972 EMPLOYER CONTRIBUTIONS 900099 19144903 19144903 LIQUIDATED DAMAGES 900099 87166 87166 19232069 1325398 1325398 0 0 0 0 0 37375824 36218798 1157026 1157026 1157026 0 0 0 0 0 0 0 0 0 TRAINING REIMBURSEMENTS 900099 86148 86148 86148 24129613 19318217 2482424 X 0 0 0 0 259034 259034 0 3476267 3476267 1916246 1916246 881007 881007 280314 280314 592701 592701 332173 332173 24309 24309 0 0 91294 86729 4565 2043261 2035494 7767 0 731492 689990 41502 0 0 1334819 1268078 66741 133134 126477 6657 0 0 0 0 473482 473482 344305 344305 L.E.C.E.T 1460688 1460688 FOOD SERVICE AND HOUSEKEEPING 231071 230422 649 TRAINING AND EDUCATION 757796 757796 TRAINING SUPPLIES 1407205 1407205 552311 524695 27616 17322909 15873924 1448985 0 3330977 2311764 234330 243991 0 0 2122976 2624909 0 0 0 0 0 0 0 0 43626 60542 7258259 5345872 2320617 1912387 42933311 44810132 0 0 0 0 0 0 8580 8580 50994417 51972305 1687525 1449798 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1687525 1449798 X 0 0 0 0 49306892 50522507 49306892 50522507 50994417 51972305 6806704 -5591089 X X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4673501 3310256 1363245 2051282 1717608 333674 553476 318008 215468 1912387 0 0 18447230 -5591089 -5591089 24038319 91294 91294 24129613 17231615 17231615 91294 91294 17322909 PART X, LINE 2: The Trust's administrator has analyzed the tax positions taken by the Trust and has concluded that, as of May 31, 2022 and 2021, there are no uncertain positions taken, or expected to be taken, that would require recognition of a liability or disclosure in the financial statements. The Trust is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. true true true true false true true false false false false false false false false true false true LINE 3: As part of the orientation process for all members, the Fund provides an overview and information regarding its nondiscriminatory policy. Additionally, the Fund provides the same information to community based organizations and other partner entities. LINE 4: THE ORGANIZATION DOES NOT PROVIDE SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE. LINE 6: THE ORGANIZATION RECEIVES ASSISTANCE FROM THE SAN FRANCISCO CALIFORNIA COLLEGE DISTRICT, CALIFORNIA PRISON AUTHORITY, AND STATE OF CALIFORNIA EMPLOYMENT TRAINING PANEL. X X false false false false false false false false false LEONARD GONZALEZ EXECUTIVE DIRECTOR 155454 0 600 0 11923 0 67146 0 18666 0 253789 0 0 0 OLLIE HURD DIRECTOR OF TRAINING 115605 0 600 0 8846 0 56746 0 18666 0 200463 0 0 0 Hugo De La Torre Director of Apprenticeship 115025 0 600 0 2212 0 56746 0 18666 0 193249 0 0 0 Juan Gutierrez Training Instructor 95320 0 250 0 37308 0 51546 0 18666 0 203090 0 0 0 Lauro Perez Training Instructor 90356 0 250 0 35924 0 50247 0 18666 0 195443 0 0 0 Alfredo Munoz De La Torre Maintenance Worker 68608 0 250 0 46188 0 44449 0 18666 0 178161 0 0 0 FORM 990, PART VI, SECTION A, LINE 3: THE ORGANIZATION HAS CONTRACTED WITH THE LABORERS FUNDS ADMINISTRATIVE OFFICE OF NORTHERN CALIFORNIA, INC. TO PROVIDE ADMINISTRATIVE SERVICES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B: Outside CPAs prepare the tax return and provide a draft to management who reviews the general information and ties numbers to the audited financial statements. Management approves the draft. Tax preparer provides a copy to the Fund Manager, the Chair and the Co-chair for approval. Copies of the return are available upon request. FORM 990, PART VI, SECTION B, LINE 15: THE BOARD OF TRUSTEES REVIEWS AND APPROVES COMPENSATION FOR THE EXECUTIVE DIRECTOR BASED ON COMPARABLE INDUSTRY WAGE AND FRINGE DATA DURING THE REGULARLY SCHEDULED BOARD MEETINGS ON AN AS NEEDED BASIS AND DECISIONS MADE ARE DOCUMENTED IN THE MEETING MINUTES. THE COMPENSATION WAS LAST REVIEWED DURING THE FISCAL YEAR COVERED BY THIS FORM 990. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 13 ALTHOUGH THE ORGANIZATION DOES NOT HAVE A WHISTLEBLOWER POLICY, THE ADMINISTRATIVE OFFICE DOES HAVE A WHISTLEBLOWER POLICY IN PLACE. THE ADMINISTRATIVE OFFICE EMPLOYEES AND THE ADMINISTRATIVE OFFICE BOARD OF DIRECTORS ARE COVERED BY THAT POLICY. FORM 990, PART XII, LINE 2C THE BOARD OF TRUSTEES OF THE ORGANIZATION ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED. FORM 990, PART VI, SECTION B, LINE 12A ALTHOUGH THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY, THE ADMINISTRATIVE OFFICE DOES HAVE A CONFLICT OF INTEREST POLICY IN PLACE. THE ADMINISTRATIVE OFFICE EMPLOYEES AND THE ADMINISTRATIVE OFFICE BOARD OF DIRECTORS ARE REQUIRED TO ADHERE TO THAT POLICY. FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACT TRAINING TOTAL FEES:1887920 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:155341 LABORERS PENSION AND ANNUITY TRUST FUND 5672 STONERIDGE DR 100 PLEASANTON CA 94588 946277608 RETIREMENT BE CA 501A N/A NA false LABORERS VACATION-HOLIDAY TRUST FUND FOR 5672 STONERIDGE DR 100 PLEASANTON CA 94588 946092198 VACATION BENE CA 501(c)(9) N/A NA false LABORERS HEALTH AND WELFARE TRUST FUND F 5672 STONERIDGE DR 100 PLEASANTON CA 94588 941235152 H&W BENEFITS CA 501(C)(9) N/A NA false LABORERS FUND ADMINISTRATIVE OFFICE FOR 5672 STONERIDGE DR 100 PLEASANTON CA 94588 941563547 ADMIN Services CA NA C Corp 0 0 0.00000 false false false false false false false false false false false true false true false false true false false false LABORERS FUND ADMINISTRATIVE OFFICE FOR NORTH P 592701 BASED ON TIME S LABORERS PENSION TRUsT FUND FOR NORTHERN CALI K 647031 MONTHLY RENTAL