AUMdb

Carpenters Apprenticeship And Training Tr Fund For No Calif

EIN 931079534 · 501(c)(5) · Public charity · Pleasanton, CA · recognized 1993

Assets
$212M
Revenue
$45.6M
Expenses
$32.5M
Investment income
$5.1M

Form 990 fiscal year ended 08/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Mcmorgan & Company Llc CRD 115060 fuzzy_auto · 96% 08/31/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Transwestern Commercial Services Llc Property management $370,550
Mcmorgan & Company Llc Investment manager $322,642

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Scott Lewis Executive director $205,577 $80,129
Matthew Keith Rowlett Director of operations $197,517 $79,081
Antone T Hernandez Director of training $189,447 $78,032
Jocelyn Mak Instructor $173,003 $52,985
Miguel A Ramirez Instructor $172,833 $53,177
Matthew Trujillo Instructor $169,695 $54,226
Edward Gable Trustee (thru jan. '24) $0 $0
Dan Mcculloch Trustee (thru jan. '24) $0 $0
Martin Espinoza Jr Trustee (thru apr. '24) $0 $0
Leonard Vega Trustee (as of mar '24) $0 $0
Antonio Munoz Trustee (as of jan. '24) $0 $0
Onassis Mcfarlane Trustee (as of jan. '24) $0 $0
Scott Wilson Trustee $0 $0
Sean Mcgarry Trustee $0 $0
Kyle Swarens Trustee $0 $0
Bob Tornberg Trustee $0 $0
Dale Jackson Trustee $0 $0
Daniel Ciccolo Jr Trustee $0 $0
Agustin Diaz Trustee $0 $0
Michael Walton Trustee $0 $0
Sid Slater Trustee $0 $0
Jay Bradshaw Trustee $0 $0
Frank Nunes Trustee $0 $0
Douglas Chesshire Trustee $0 $0
Paul Parque Trustee $0 $0
John Sytsma Trustee $0 $0
Arturo Rodriguez Trustee $0 $0
Jacob Adiarte Co chair $0 $0
Randy Sanchez Co chair $0 $0