Civic Intelligence

U a Local 38 Apprentice & Supplementary Training Trust Fund

990 • Fiscal year 2016 • EIN 23-7010420

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 26, 2017

Organization ProfileN/A

View Organization Page

1625 Market StreetSan Francisco, CA 94103

(415) 626-2000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

21st percentile

0.03x

Higher debt load relative to assets than 21% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

19th percentile

0.06x

Higher debt load relative to revenue than 19% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

84th percentile

25%

Higher net margin than 84% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

78th percentile

$295,291

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

83rd percentile

17%

Faster asset growth than 83% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

79th percentile

19%

Faster revenue growth than 79% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$11,719,968

Up $1,692,575 (+17%) from 2015

Net Assets

Up

$11,334,173

Up $1,485,504 (+15%) from 2015

Liabilities

Up

$385,795

Up $207,071 (+116%) from 2015

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin84th percentile

Revenue

Up

$5,950,431

Up $954,667 (+19%) from 2015

Expenses

Up

$4,464,927

Up $478,288 (+12%) from 2015

Net Income

Up

$1,485,504

Up $476,379 (+47%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2015: $10,027,393Liabilities 2015: $178,724Net Assets 2015: $9,848,6692015Assets 2016: $11,719,968Liabilities 2016: $385,795Net Assets 2016: $11,334,1732016Assets 2017: $13,371,073Liabilities 2017: $260,182Net Assets 2017: $13,110,8912017Assets 2019: $16,816,599Liabilities 2019: $382,823Net Assets 2019: $16,433,7762019Assets 2020: $18,079,706Liabilities 2020: $449,001Net Assets 2020: $17,630,7052020Assets 2021: $19,886,029Liabilities 2021: $628,958Net Assets 2021: $19,257,0712021Assets 2022: $16,974,546Liabilities 2022: $202,371Net Assets 2022: $16,772,1752022Assets 2023: $38,256,532Liabilities 2023: $23,239,526Net Assets 2023: $15,017,0062023Assets 2024: $37,230,889Liabilities 2024: $22,441,759Net Assets 2024: $14,789,1302024

Highlighted filing

2016

Assets$11,719,968
Liabilities$385,795
Net Assets$11,334,173
Open 2016 Filing

Operations Trend

Revenue Growth79th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2015: $4,995,764Expenses 2015: $3,986,639Net Income 2015: $1,009,1252015Revenue 2016: $5,950,431Expenses 2016: $4,464,927Net Income 2016: $1,485,5042016Revenue 2017: $6,507,821Expenses 2017: $4,731,103Net Income 2017: $1,776,7182017Revenue 2019: $6,603,980Expenses 2019: $5,263,239Net Income 2019: $1,340,7412019Revenue 2020: $6,203,383Expenses 2020: $5,190,031Net Income 2020: $1,013,3522020Revenue 2021: $5,968,471Expenses 2021: $5,073,157Net Income 2021: $895,3142021Revenue 2022: $5,028,902Expenses 2022: $6,046,124Net Income 2022: -$1,017,2222022Revenue 2023: $5,176,845Expenses 2023: $7,051,727Net Income 2023: -$1,874,8822023Revenue 2024: $6,019,074Expenses 2024: $6,527,034Net Income 2024: -$507,9602024

Highlighted filing

2016

Revenue$5,950,431
Expenses$4,464,927
Net Income$1,485,504
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 26, 2017
Return Version
2015v3.0
Gross Receipts
$5,950,431
Mission and Program Overview

Mission

The fund was created for the purpose of educating apprentices and providing supplemental education to journeymen in the plumbing and pipefitting industry and to provide special education programs on developments within the plumbing and pipefitting industry.

To provide education to apprentices in the plumbing and pipefitting industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,848,669$11,334,173▲ $1,485,504
Cash and Non-Interest-Bearing Accounts$5,101,063$7,027,491▲ $1,926,428
Land, Buildings, and Equipment, Net$2,811,141$2,558,444▼ $252,697
Prepaid Expenses and Deferred Charges$1,178,378$1,094,310▼ $84,068
Accounts Receivable$911,139$1,001,000▲ $89,861
Inventories for Sale or Use$25,672$38,723▲ $13,051
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$10,027,393$11,719,968▲ $1,692,575
Liabilities
Other Liabilities$141,455$346,141▲ $204,686
Accounts Payable and Accrued Expenses$37,269$39,654▲ $2,385
Total Liabilities$178,724$385,795▲ $207,071
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,848,669$11,334,173▲ $1,485,504
Total Liabilities and Net Assets / Fund Balance$10,027,393$11,719,968▲ $1,692,575

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,127,689$4,658,207$6,785,896
Equipment$430,755$1,068,210$1,498,965
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Liam DevlinAssistant CoordinatorFT$165,361$129,930$295,291
Stephen MazzolaCoordinatorFT$160,273$135,018$295,291
Edward MiltmoreInstructorFT$112,516$97,719$210,235

Board Members and Trustees

NameTitle
Larry Mazzola JrChairman
Scott StrawbridgeCo-chairman (past)
Fred NurissoTrustee/co-chairman
Bill BlackwellTrustee
Dan OrsotTrustee
John ChiarenzaTrustee
Milt GoodmanTrustee
Robert E Buckley JrTrustee
Ron MitchellTrustee
Tony GuzzettaTrustee
Frank ReardonSecretary
Armand KilijianTreasurer
Rj FerrariTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,551
Program Service Revenue
$5,940,880
Investment Income
$0
Other Revenue
$0
All Other Contributions
$9,551
Change in Net Assets
$1,485,504

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,950,431
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$5,950,431
Total Revenue per Form 990
$5,950,431
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,652,681
Salaries, Compensation, and Employee Benefits$1,812,246
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$1,537,425$4,435-$1,541,860
Other Salaries and Wages$1,088,328$70,512-$1,158,840
Office Expenses$381,848$23,598-$405,446
Pension Plan Contributions$309,670$26,580-$336,250
Depreciation Depletion$274,277--$274,277
Other Employee Benefits$218,740$14,948-$233,688
Conferences and Meetings$142,521$8,034-$150,555
Payroll Taxes$74,119$9,349-$83,468
Insurance$20,156$50,555-$70,711
Fees for Services Other-$46,280-$46,280
Travel$38,953$5,498-$44,451
Fees for Services Accounting-$37,330-$37,330
Fees for Services Legal-$28,806-$28,806
Information Technology$20,893$3,290-$24,183
Payments to Affiliates$17,965--$17,965
Other Expenses$7,143$901-$8,044
Advertising$2,773--$2,773
Total Functional Expenses$4,134,811$330,116$0$4,464,927

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,464,927
Total Expenses per Audited Statements$4,464,927
Total Expenses per Form 990$4,464,927
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Net Due to U.a. Local 38 Trust Fund$235,496
Due to Affiliated Trust$110,645
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“A copy of the form 990 was provided to the board of trustees for review prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“Trustees are required to disclose interests that could give rise to conflicts, on an annual basis. If a proposed transaction might constitute a prohibited transaction, trust fund counsel will be consulted and additional action will be taken as appropriate to ensure that the proposed transaction will not be conducted without fund counsel's written approval.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, financial statements or conflict-of-interest policy available to the public. Upon request, the organization makes its governing documents, financial information, and conflict-of-interest policy available to the organization's participants.”

Filing and Contact Details

Filer

Filer Name
Ua Local 38 Apprentice & Supplemental
EIN
23-7010420
Phone
4156262000
Address
1625 MARKET STREET, SAN FRANCISCO, CA 94103

Signing Officer

Name
Larry Mazzola Jr
Title
Chairman
Phone
4156262000
Signed
2017-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry Mazzola Jr
Formed
1974
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Jessica R Roster
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has a board of trustees that assumes repsonsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed.”

Form 990, Part V, Line 1A

“The joint administrative office files one form 1099 on behalf of all the organizations they administer for the various independent contractors. Therefore, this question has been answered zero for this organization.”

FORM 990, PART IX, LINE 7:

“Other salary and wages are based on an allocation of salary and wages provided by the u.a. Local 38 trust fund administration (joint administrative office) of san francisco, marin, sonoma, lake and mendocino counties, for providing services to the trust fund. The trust fund reimburses the joint administrative offcices for these costs. Forms w-3 and w-2 are filed by the joint administrative office to report the full amount of salaries and wages that include the portion of salary and wages allocated to this trust fund.”

Financial Statement Notes

PART X, LINE 2:

“The fund's administrator has analyzed the tax positions taken by the fund and has concluded that, as of june 30, 2016, 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 fund is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The fund's administrator believes it is no longer subject to income tax examinations for the fiscal years prior to 2013.”

Raw XML AppendixShowing 400 of 623 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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IRS990/Form990PartVIISectionAGrp/TitleTxt14COORDINATOR
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IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03290
IRS990/InformationTechnologyGrp/ProgramServicesAmt020893
IRS990/InformationTechnologyGrp/TotalAmt024183
IRS990/InsuranceGrp/ManagementAndGeneralAmt050555
IRS990/InsuranceGrp/ProgramServicesAmt020156
IRS990/InsuranceGrp/TotalAmt070711
IRS990/InventoriesForSaleOrUseGrp/BOYAmt025672
IRS990/InventoriesForSaleOrUseGrp/EOYAmt038723
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05726417
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02811141
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02558444
IRS990/LandBldgEquipCostOrOtherBssAmt08284861
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FUND WAS CREATED FOR THE PURPOSE OF EDUCATING APPRENTICES AND PROVIDING SUPPLEMENTAL EDUCATION TO JOURNEYMEN IN THE PLUMBING AND PIPEFITTING INDUSTRY AND TO PROVIDE SPECIAL EDUCATION PROGRAMS ON DEVELOPMENTS WITHIN THE PLUMBING AND PIPEFITTING INDUSTRY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09848669
IRS990/NetAssetsOrFundBalancesEOYAmt011334173
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04435
IRS990/OccupancyGrp/ProgramServicesAmt01537425
IRS990/OccupancyGrp/TotalAmt01541860
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt023598
IRS990/OfficeExpensesGrp/ProgramServicesAmt0381848
IRS990/OfficeExpensesGrp/TotalAmt0405446
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014948
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0218740
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0233688
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0901
IRS990/OtherExpensesGrp/ProgramServicesAmt07143
IRS990/OtherExpensesGrp/TotalAmt08044
IRS990/OtherLiabilitiesGrp/BOYAmt0141455
IRS990/OtherLiabilitiesGrp/EOYAmt0346141
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt070512
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01088328
IRS990/OtherSalariesAndWagesGrp/TotalAmt01158840
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt017965
IRS990/PaymentsToAffiliatesGrp/TotalAmt017965
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09349
IRS990/PayrollTaxesGrp/ProgramServicesAmt074119
IRS990/PayrollTaxesGrp/TotalAmt083468
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt026580
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0309670
IRS990/PensionPlanContributionsGrp/TotalAmt0336250
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01178378
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01094310
IRS990/PrincipalOfficerNm0LARRY MAZZOLA JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1COMMUNITY COLLEGE REIM
IRS990/ProgramServiceRevenueGrp/Desc2RECIPROCITY AND MISCEL
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05819390
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt185080
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt236410
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05819390
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt185080
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt236410
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt080702
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01
IRS990/PYOtherExpensesAmt02523218
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04915061
IRS990/PYRevenuesLessExpensesAmt01009125
IRS990/PYSalariesCompEmpBnftPaidAmt01463421
IRS990/PYTotalExpensesAmt03986639
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04995764
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01485504
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05940880
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09848669
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt011334173
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0430755
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01068210
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01498965
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04464927
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02127689
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04658207
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06785896
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0110645
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1235496
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATED TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NET DUE TO U.A. LOCAL 38 TRUST FUND
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt05950431
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND AND HAS CONCLUDED THAT, AS OF JUNE 30, 2016, 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 FUND IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND'S ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02558444
IRS990ScheduleD/TotalExpensesPerForm990Amt04464927
IRS990ScheduleD/TotalLiabilityAmt0346141
IRS990ScheduleD/TotalRevenuePerForm990Amt05950431
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05950431
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04464927
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE FUND PUBLICIZES ITS RACIALLY NON-DISCRIMINATORY POLICY IN THE U.A. LOCAL 38 APPRENTICESHIP HANDBOOK, PIPELINE NEWSLETTER, AND WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE FUND DOES NOT PROVIDE SCHOLARSHIPS OR OTHER FINANCIAL ASSISTANCE; THEREFORE, THE ANSWER TO LINE 4B IS N/A.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0165361
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1160273
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2112516
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,719,968
Liabilities
$385,795
Net assets
$11,334,173
Revenue
$5,950,431
Expenses
$4,464,927
Net income
$1,485,504
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.2$22.4$14.8$6.02$6.53$0.51
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.3$23.2$15.0$5.18$7.05$1.87
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$0.20$16.8$5.03$6.05$1.02
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.9$0.63$19.3$5.97$5.07$0.90
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.1$0.45$17.6$6.20$5.19$1.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.8$0.38$16.4$6.60$5.26$1.34
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.26$13.1$6.51$4.73$1.78
2016Detailed filing. Detailed filing data is available for this year.$11.7$0.39$11.3$5.95$4.46$1.49
2015Detailed filing. Detailed filing data is available for this year.$10.0$0.18$9.85$5.00$3.99$1.01