Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
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| FORM 990, PART VI, SECTION A, LINE 4 | AMENDMENT TO THE CALIFORNIA FIELD IRONWORKERS APPRENTICESHIP TRAINING AND JOURNEYMAN RETRAINING FUND AGREEMENT AND DECLARATION OF TRUST EFFECTIVE AS OF MARCH 1, 2015, THE UNDERSIGNED PARTIES HEREBY AMEND THE CALIFORNIA FIELD IRONWORKERS APPRENTICESHIP AND JOURNEYMAN RETRAINING FUND AGREEMENT AND DECLARATION OF TRUST ("TRUST AGREEMENT") AS FOLLOWS: A. ARTICLE VI, SECTION 1 SHALL BE AMENDED TO READ IN ITS ENTIRETY AS FOLLOWS: THE BOARD SHALL DETERMINE THE TIME AND PLACE FOR REGULAR MEETINGS OF THE BOARD. THE BOARD SHALL APPOINT ONE OF THE TRUSTEES, OR THE ADMINISTRATOR OF THE TRUST, AS THE PERSON RESPONSIBLE FOR GIVING NOTICE OF THE TIME AND PLACE OF SUCH MEETINGS TO THE TRUSTEES. SPECIAL MEETINGS OF THE BOARD MAY BE HELD AT THE CALL OF THE CHAIRMAN, CO-CHAIRMAN, OR ANY FOUR TRUSTEES UPON GIVING FIVE (5) DAYS WRITTEN NOTICE TO ALL OTHER TRUSTEES. MEETING NOTICES ISSUED PURSUANT TO THIS SECTION SHALL BE IN WRITING AND SHALL BE SENT TO ALL TRUSTEES BY (I) DELIVERY IN PERSON, OR (II) BY A NATIONALLY RECOGNIZED NEXT DAY COURIER SERVICE, OR (III) BY POSTAGE PREPAID FIRST CLASS MAIL DELIVERED TO EACH TRUSTEE'S MOST RECENT PHYSICAL ADDRESS ON FILE WITH THE FUND, OR (IV) BY FACSIMILE TRANSMISSION, OR (V) BY ELECTRONIC MAIL TO THE MOST RECENT E-MAIL ADDRESS ON FILE WITH THE FUND. SUBJECT TO A1IICLE VI, SECTION 3, ANY REGULAR OR SPECIAL MEETING MAY BE HELD SOLELY BY TELECONFERENCE OR VIDEO CONFERENCE CALL IF THE MEETING NOTICE PROVIDES THAT THE MEETING WILL BE HELD BY TELECONFERENCE OR VIDEO CONFERENCE CALL ONLY. B. ARTICLE VI, SECTION 3 SHALL BE AMENDED TO READ IN ITS ENTIRETY AS FOLLOWS: A QUORUM OF THE BOARD FOR THE PURPOSE OF TRANSACTION OF BUSINESS SHALL CONSIST OF FIVE (5) EMPLOYER TRUSTEES AND FIVE (5) UNION TRUSTEES. UNLESS A QUORUM IS PRESENT NO BUSINESS SHALL BE TRANSACTED. TRUSTEE(S) MAY BE PRESENT AT A REGULAR OR SPECIAL MEETING IN PERSON OR MAY ATTEND BY TELECONFERENCE OR VIDEO CONFERENCE CALL. HOWEVER, PARTICIPATION IN SUCH MEETING BY TELECONFERENCE OR VIDEO CONFERENCE CALL IS ONLY PERMITTED IF THE TRUSTEE CAN HEAR, AND CAN BE HEARD BY, ALL OTHER TRUSTEES ATTENDING IN PERSON OR BY TELECONFERENCE OR VIDEO CONFERENCE CALL. A TRUSTEE WHO PARTICIPATES BY TELECONFERENCE OR VIDEO CONFERENCE CALL WILL COUNT FOR THE PURPOSE OF DETERMINING A QUORUM AND THAT TRUSTEE'S VOTE WILL COUNT FOR ALL ACTIONS AND DECISIONS OF THE TRUSTEES. PROVIDED A QUORUM IS PRESENT, ALL ACTIONS AND DECISIONS OF THE TRUSTEES SHALL BE BY A MAJORITY VOTE. IN THE EVENT OF THE ABSENCE OF ANY OF THE EMPLOYER TRUSTEES FROM A MEETING OF THE BOARD, THE EMPLOYER TRUSTEES PRESENT AT SUCH MEETING (INCLUDING ANY EMPLOYER TRUSTEES PARTICIPATING BY TELECONFERENCE OR VIDEO CONFERENCE CALL) MAY VOTE ON BEHALF OF SUCH ABSENT TRUSTEES, AND IF SUCH EMPLOYER TRUSTEES CANNOT ALL AGREE AS TO HOW THE VOTE TRUSTEE SHALL BE CAST THEN IT SHALL BE CAST-AS THE MAJORITY OF THEM SHALL DETERMINE, OR IN THE ABSENCE OF SUCH MAJORITY DETERMINATION, IT SHALL BE CAST AS THE EMPLOYER CHAIRMAN OR CO-CHAIRMAN OF THE BOARD SHALL DETERMINE. IN THE EVENT OF THE ABSENCE OF ANY UNION TRUSTEES FROM A MEETING OF THE BOARD, THE UNION TRUSTEES PRESENT AT SUCH MEETING (INCLUDING ANY UNION TRUSTEES PARTICIPATING BY TELECONFERENCE OF'VIDEO CONFERENCE CALL) MAY VOTE ON BEHALF OF SUCH ABSENT TRUSTEES PURSUANT TO THE SAME METHOD AND IN THE SAME MANNER AS ABOVE PROVIDED FOR EMPLOYER TRUSTEES TO CAST THE VOTE OF ANY ABSENT EMPLOYER TRUSTEES. C. ARTICLE VI, SECTION 4 SHALL BE AMENDED TO READ IN ITS ENTIRETY AS FOLLOWS: MEETINGS OF COMMITTEES OF TRUSTEES ESTABLISHED PURSUANT TO ARTICLE V, SECTION 5(F), OR SUCH OTHER COMMITTEES AS THE BOARD OF TRUSTEES MAY PROPERLY ESTABLISH, MAY BE HELD WITH SOME OR ALL OF THE TRUSTEES ATTENDING BY CONFERENCE CALL OR VIDEO CONFERENCE IF THE MEETING NOTICE PROVIDES THAT THE COMMITTEE MEETING WILL BE HELD BY CONFERENCE CALL OR VIDEO CONFERENCE CALL AND IF ALL TRUSTEE(S) CAN HEAR, AND CAN BE HEARD BY, ALL OTHER TRUSTEES ATTENDING IN PERSON OR BY CONFERENCE CALL. ALL TRUSTEES WHO ATTEND OR WHO PARTICIPATE BY CONFERENCE CALL OR VIDEO CONFERENCE CALL WILL BE COUNTED FOR BOTH QUORUM AND VOTING PURPOSES. D. ARTICLE VI, SECTION 5 SHALL BE AMENDED TO READ IN ITS ENTIRETY AS FOLLOWS: THE BOARD MAY ALSO EXERCISE ITS POWERS BY MEANS OF THE WRITTEN ASSENT OF ALL OF THE TRUSTEES. WRITTEN ASSENT INCLUDES, BUT IS NOT LIMITED TO, ELECTRONIC MAIL, FACSIMILE TRANSMISSION, OR MAIL BALLOT. |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED BY GLEN CLINE, EXECUTIVE ADMINISTRATOR, AFTER APPROVAL OF THE AUDITED FINANCIAL STATEMENTS BY THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | ORGANIZATIONAL DOCUMENTS AND FINANCIAL INFORMATION ARE AVAILABLE BY APPOINTMENT AT THE EXECUTIVE ADMINISTRATORS OFFICE. |
| FORM 990, PART IX, LINE 24E | UTILITIES: PROGRAM SERVICE EXPENSES 270,149. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 270,149. SALARIES ALLOCATED FROM ADMINISTRATIVE CORPORATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 172,940. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 172,940. MEETINGS AND TRANSPORTATION: PROGRAM SERVICE EXPENSES 115,617. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 115,617. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 81,997. MANAGEMENT AND GENERAL EXPENSES 1,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,997. COMPUTER CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 80,714. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 80,714. EQUIPMENT LEASES AND MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 70,608. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 70,608. TUITION AND GRADUATION EXPENSE: PROGRAM SERVICE EXPENSES 69,905. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,905. TAXES AND LICENSES: PROGRAM SERVICE EXPENSES 65,392. MANAGEMENT AND GENERAL EXPENSES 1,453. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,845. INSURANCE- WORKERS COMPENSATION: PROGRAM SERVICE EXPENSES 61,378. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 61,378. AUTOMOBILE EXPENSES: PROGRAM SERVICE EXPENSES 49,310. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 49,310. TRUSTEES' EXPENSES, MEETINGS AND TRANSPORTATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 23,936. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,936. OFFICE SUPPLIES, PRINTING AND POSTAGE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 22,841. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,841. LOCAL APPRENTICESHIP COMPETITION: PROGRAM SERVICE EXPENSES 18,134. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,134. COORDINATORS' EXPENSES: PROGRAM SERVICE EXPENSES 16,360. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,360. POSTAGE AND MAILING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 16,249. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,249. TRAVEL - STIPENDS: PROGRAM SERVICE EXPENSES 15,480. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,480. PAYROLL TAXES ALLOCATED FROM ADMINISTRATIVE CORPORATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,338. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,338. TRAINING/WELDING CLASSES: PROGRAM SERVICE EXPENSES 14,100. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,100. DATA PROCESSING - SCANNING EQUIPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13,340. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,340. COMMERCIAL BANKING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,434. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,434. INSTRUCTORS' EXPENSES: PROGRAM SERVICE EXPENSES 5,460. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,460. BANK CUSTODIAN FEES: PROGRAM SERVICE EXPENSES 3,902. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,902. AUTO LEASES AND EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,598. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,598. TRAVEL AND MEETING EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,377. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,377. FIELD AUDITORS' AND FIELDMEN'S TRAVEL AND MEETING EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,172. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,172. STORAGE, RECORD AND FILES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,433. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,433. LEASE COMMISSIONS: PROGRAM SERVICE EXPENSES 1,620. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,620. DEPRECIATION ALLOCATED FROM ADMIN. CORPORATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,499. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,499. WELDING CERTIFICATES: PROGRAM SERVICE EXPENSES 609. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 609. |
| FORM 990 PART XI- LINE 2B AND 2C: | THE BOARD OF TRUSTEES APPROVE THE AUDITED FINANCIAL STATEMENTS AT THEIR TRUSTEES MEETING. THE ANNUAL AUDITOR'S ENGAGEMENTS ARE APPROVED ANNUALLY BY THE BOARD OF TRUSTEES. |
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