Civic Intelligence

Local 773 Plumbers & Steamfitters Apprenticeship Fund

EIN 14-1548145 • 501(c)5 • Glens Falls, NY

Profile

NONE

PO Box 312Glens Falls, NY 12801

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

38th percentile

0.00x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

55th percentile

0.03x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Source year 2024

Net Margin

53rd percentile

12%

Higher net margin than 53% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

9th percentile

$7,638

Higher top officer pay than 9% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

501(c)5 • $5M-$10M nonprofits • Source year 2024

Asset Growth

40th percentile

5.5%

Faster asset growth than 40% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

32nd percentile

2.7%

Faster revenue growth than 32% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$8,064,145

Up $417,924 (+5.5%) from 2023

Liabilities

Up

$28,184

Up $6,544 (+30%) from 2023

Net Assets

Up

$8,035,961

Up $411,380 (+5.4%) from 2023

Operations
Liabilities / Revenue55th percentileNet Margin53rd percentile

Revenue

Up

$820,200

Up $21,447 (+2.7%) from 2023

Expenses

Down

$725,734

Down $13,235 (-1.8%) from 2023

Net Income

Up

$94,466

Up $34,682 (+58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $417,708Liabilities 2010: $4,948Net Assets 2010: $412,7602010Assets 2011: $1,127,701Liabilities 2011: $5,930Net Assets 2011: $1,121,7712011Assets 2012: $1,514,983Liabilities 2012: $5,632Net Assets 2012: $1,509,3512012Assets 2013: $1,292,216Liabilities 2013: $4,686Net Assets 2013: $1,287,5302013Assets 2014: $3,629,004Liabilities 2014: $6,654Net Assets 2014: $3,622,3502014Assets 2015: $5,770,171Liabilities 2015: $4,748Net Assets 2015: $5,765,4232015Assets 2016: $5,751,511Liabilities 2016: $7,739Net Assets 2016: $5,743,7722016Assets 2017: $6,345,953Liabilities 2017: $301Net Assets 2017: $6,345,6522017Assets 2018: $6,105,071Liabilities 2018: $8,123Net Assets 2018: $6,096,9482018Assets 2019: $6,734,301Liabilities 2019: $0Net Assets 2019: $6,734,3012019Assets 2020: $7,299,600Liabilities 2020: $0Net Assets 2020: $7,299,6002020Assets 2021: $7,965,161Liabilities 2021: $23,406Net Assets 2021: $7,941,7552021Assets 2022: $7,093,412Liabilities 2022: $21,422Net Assets 2022: $7,071,9902022Assets 2023: $7,646,221Liabilities 2023: $21,640Net Assets 2023: $7,624,5812023Assets 2024: $8,064,145Liabilities 2024: $28,184Net Assets 2024: $8,035,9612024

Highlighted filing

2024

Assets$8,064,145
Liabilities$28,184
Net Assets$8,035,961
Open 2024 Filing

Operations Trend

Revenue Growth32nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $374,9962010Expenses 2011: $463,2272011Expenses 2012: $505,0842012Revenue 2013: $772,885Expenses 2013: $986,902Net Income 2013: -$214,0172013Revenue 2014: $3,210,589Expenses 2014: $871,629Net Income 2014: $2,338,9602014Revenue 2015: $3,380,305Expenses 2015: $1,010,443Net Income 2015: $2,369,8622015Revenue 2016: $649,497Expenses 2016: $934,058Net Income 2016: -$284,5612016Revenue 2017: $1,143,208Expenses 2017: $886,499Net Income 2017: $256,7092017Revenue 2018: $1,179,763Expenses 2018: $797,152Net Income 2018: $382,6112018Revenue 2019: $661,365Expenses 2019: $760,232Net Income 2019: -$98,8672019Revenue 2020: $887,515Expenses 2020: $699,242Net Income 2020: $188,2732020Revenue 2021: $1,307,944Expenses 2021: $724,846Net Income 2021: $583,0982021Revenue 2022: $877,133Expenses 2022: $806,759Net Income 2022: $70,3742022Revenue 2023: $798,753Expenses 2023: $738,969Net Income 2023: $59,7842023Revenue 2024: $820,200Expenses 2024: $725,734Net Income 2024: $94,4662024

Highlighted filing

2024

Revenue$820,200
Expenses$725,734
Net Income$94,466
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,064,145
Liabilities
$28,184
Net assets
$8,035,961
Revenue
$820,200
Expenses
$725,734
Net income
$94,466
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.06$0.03$8.04$0.82$0.73$0.09
2023Detailed filing. Detailed filing data is available for this year.$7.65$0.02$7.62$0.80$0.74$0.06
2022Detailed filing. Detailed filing data is available for this year.$7.09$0.02$7.07$0.88$0.81$0.07
2021Detailed filing. Detailed filing data is available for this year.$7.97$0.02$7.94$1.31$0.72$0.58
2020Detailed filing. Detailed filing data is available for this year.$7.30$0.00$7.30$0.89$0.70$0.19
2019Detailed filing. Detailed filing data is available for this year.$6.73$0.00$6.73$0.66$0.76$0.10
2018Detailed filing. Detailed filing data is available for this year.$6.11$0.01$6.10$1.18$0.80$0.38
2017Detailed filing. Detailed filing data is available for this year.$6.35$0.00$6.35$1.14$0.89$0.26
2016Detailed filing. Detailed filing data is available for this year.$5.75$0.01$5.74$0.65$0.93$0.28
2015Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$3.38$1.01$2.37
2014Detailed filing. Detailed filing data is available for this year.$3.63$0.01$3.62$3.21$0.87$2.34
2013Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.77$0.99$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.51$0.01$1.51$0.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.01$1.12$0.46
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.41$0.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 1, 2025
Return Version
2024v5.2
Gross Receipts
$1,806,540
Mission and Program Overview

Mission

NONE

To provide training, testing and certification programs for members of local 773.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,069,727$7,748,704▲ $678,977
Land, Buildings, and Equipment, Net$223,618$218,136▼ $5,482
Cash and Non-Interest-Bearing Accounts$352,876$97,305▼ $255,571
Total Assets$7,646,221$8,064,145▲ $417,924
Liabilities
Other Liabilities$21,568$22,644▲ $1,076
Accounts Payable and Accrued Expenses$72$5,540▲ $5,468
Total Liabilities$21,640$28,184▲ $6,544
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,624,581$8,035,961▲ $411,380
Total Net Assets Fund Balance$7,624,581$8,035,961▲ $411,380
Total Liabilities and Net Assets / Fund Balance$7,646,221$8,064,145▲ $417,924

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$76,542$848,354$924,896
Buildings$141,594$57,429$199,023
Compensation and Service Providers
Top Officer Pay9th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ronald F GordonTrusteePT$7,638$7,638
Terry L BrownTrusteePT$2,903$2,903

Board Members and Trustees

NameTitle
Michael JarvisChairman
Dan KeatingTrustee
Eric WrightTrustee
Mark CollinsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$401,102
Investment Income
$404,426
Other Revenue
$14,672
Change in Net Assets
$94,466
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$475,685
Salaries, Compensation, and Employee Benefits$250,049
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$241,038
Other Salaries and Wages---$185,539
Fees for Service Investment Mgmnt Fees---$41,409
Depreciation Depletion---$35,318
Pension Plan Contributions---$23,605
Fees for Services Accounting---$21,300
Payroll Taxes---$18,461
Other Employee Benefits---$11,903
All Other Expenses---$11,755
Current Officers, Directors, Trustees, and Key Employees---$10,541
Insurance---$6,912
Other Expenses---$4,212
Office Expenses---$1,821
Travel---$1,022
Total Functional Expenses$0$0$0$725,734
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Entities$22,644
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is provided to the chairman who presents it to the trustees before it is filed.”

Form 990, Part VI, Section C, Line 18

“All documents are available upon request in the training fund office.”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request in the training fund office.”

Filing and Contact Details

Filer

Filer Name
Local 773 Plumbers & Steamfitters
EIN
14-1548145
Phone
5187929157
Address
PO BOX 312, GLENS FALLS, NY 12801

Signing Officer

Name
Michael Jarvis Jr
Title
Chairman
Phone
5187929157
Signed
2025-08-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Jarvis Jr
Formed
1970
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
3
Employees
23
Volunteers
0

Preparer

Firm
D'ARCANGELO & CO LLP
Address
200 EAST GARDEN STREET, ROME, NY 13442-4300
Preparer
Leonard P Carissimo CPA
Phone
3153369220
Raw XML Appendix348 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LOCAL 773 JATC BUILDING CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0331019545
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0RENTAL PROPERTY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0PO BOX 312
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0GLENS FALLS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd012801
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt042000
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0LOCAL 773 JATC BUILDING CORP
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07646221
IRS990/TotalAssetsEOYAmt08064145
IRS990/TotalAssetsGrp/BOYAmt07646221
IRS990/TotalAssetsGrp/EOYAmt08064145
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt023
IRS990/TotalFunctionalExpensesGrp/TotalAmt0725734
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt021640
IRS990/TotalLiabilitiesEOYAmt028184
IRS990/TotalLiabilitiesGrp/BOYAmt021640
IRS990/TotalLiabilitiesGrp/EOYAmt028184
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07624581
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08035961
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0495937
IRS990/TotalProgramServiceRevenueAmt0401102
IRS990/TotalReportableCompFromOrgAmt010541
IRS990/TotalRevenueGrp/ExclusionAmt0287729
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0532471
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0820200
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07646221
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08064145
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt01022
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 312
IRS990/USAddress/CityNm0GLENS FALLS
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd012801
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL JARVIS JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05187929157
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 773 PLUMBERS & STEAMFITTERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0APPRENTICESHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0141548145
ReturnHeader/Filer/PhoneNum05187929157
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 312
ReturnHeader/Filer/USAddress/CityNm0GLENS FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd012801
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132550103
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0D'ARCANGELO & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 EAST GARDEN STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROME
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0134424300
ReturnHeader/PreparerPersonGrp/PhoneNum03153369220
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEONARD P CARISSIMO CPA
ReturnHeader/ReturnTs02025-09-22T13:41:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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