Civic Intelligence

U a Local 38 Apprentice & Supplementary Training Trust Fund

990 • Fiscal year 2017 • EIN 23-7010420

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 19, 2018

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

18th percentile

0.02x

Higher debt load relative to assets than 18% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

15th percentile

0.04x

Higher debt load relative to revenue than 15% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

83rd percentile

27%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

79th percentile

$298,036

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

9.4%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$13,371,073

Up $1,651,105 (+14%) from 2016

Net Assets

Up

$13,110,891

Up $1,776,718 (+16%) from 2016

Liabilities

Down

$260,182

Down $125,613 (-33%) from 2016

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin83rd percentile

Revenue

Up

$6,507,821

Up $557,390 (+9.4%) from 2016

Expenses

Up

$4,731,103

Up $266,176 (+6.0%) from 2016

Net Income

Up

$1,776,718

Up $291,214 (+20%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2017

Assets$13,371,073
Liabilities$260,182
Net Assets$13,110,891
Open 2017 Filing

Operations Trend

Revenue Growth62nd 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

2017

Revenue$6,507,821
Expenses$4,731,103
Net Income$1,776,718
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 19, 2018
Return Version
2016v3.0
Gross Receipts
$6,507,821
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$11,334,173$13,110,891▲ $1,776,718
Cash and Non-Interest-Bearing Accounts$7,027,491$9,047,328▲ $2,019,837
Land, Buildings, and Equipment, Net$2,558,444$2,419,375▼ $139,069
Prepaid Expenses and Deferred Charges$1,094,310$1,073,477▼ $20,833
Accounts Receivable$1,001,000$792,170▼ $208,830
Inventories for Sale or Use$38,723$38,723→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$11,719,968$13,371,073▲ $1,651,105
Liabilities
Other Liabilities$346,141$215,620▼ $130,521
Accounts Payable and Accrued Expenses$39,654$44,562▲ $4,908
Total Liabilities$385,795$260,182▼ $125,613
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,334,173$13,110,891▲ $1,776,718
Total Liabilities and Net Assets / Fund Balance$11,719,968$13,371,073▲ $1,651,105

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,044,701$4,769,155$6,813,856
Equipment$374,674$1,142,083$1,516,757
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Liam DevlinAssistant CoordinatorFT$167,669$130,367$298,036
Stephen MazzolaCoordinatorFT$162,293$135,407$297,700
John KaloyerosInstructorFT$138,530$111,720$250,250
Edward MiltmoreInstructorFT$115,165$102,159$217,324

Board Members and Trustees

NameTitle
Larry Mazzola JrChairman
Fred NurissoCo-chairman
John CorsoAlternate Trustee
Bill BlackwellTrustee
Dan Orsot Thru April 2017Trustee
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
$53,393
Program Service Revenue
$6,454,428
Investment Income
$0
Other Revenue
$0
All Other Contributions
$53,393
Change in Net Assets
$1,776,718

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,507,821
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$6,507,821
Total Revenue per Form 990
$6,507,821
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,794,040
Salaries, Compensation, and Employee Benefits$1,937,063
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$1,676,466$4,462-$1,680,928
Other Salaries and Wages$1,162,206$81,723-$1,243,929
Office Expenses$452,876$26,177-$479,053
Pension Plan Contributions$332,701$31,845-$364,546
Other Employee Benefits$228,777$8,653-$237,430
Depreciation Depletion$184,821--$184,821
Conferences and Meetings$157,344$5,560-$162,904
Payroll Taxes$80,811$10,347-$91,158
Insurance$8,283$69,233-$77,516
Fees for Services Other-$43,597-$43,597
Fees for Services Accounting-$40,937-$40,937
Information Technology$27,225$4,412-$31,637
Travel$22,949$5,724-$28,673
Other Expenses$22,505$953-$23,458
Fees for Services Legal-$20,576-$20,576
Payments to Affiliates$19,940--$19,940
Total Functional Expenses$4,376,904$354,199$0$4,731,103

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,731,103
Total Expenses per Audited Statements$4,731,103
Total Expenses per Form 990$4,731,103
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
Due to Affiliated Trust$157,824
Due to Ua Local 38 Trust Funds$57,796
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 11B

“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
2018-04-19
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 responsibility for oversight of the audit ot 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 mendocino counties, for providing services to the trust fund. The trust fund reimburses the joint administrative offices 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, 2017, 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 2014.”

Raw XML AppendixShowing 400 of 651 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/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06507821
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt04412
IRS990/InformationTechnologyGrp/ProgramServicesAmt027225
IRS990/InformationTechnologyGrp/TotalAmt031637
IRS990/InsuranceGrp/ManagementAndGeneralAmt069233
IRS990/InsuranceGrp/ProgramServicesAmt08283
IRS990/InsuranceGrp/TotalAmt077516
IRS990/InventoriesForSaleOrUseGrp/BOYAmt038723
IRS990/InventoriesForSaleOrUseGrp/EOYAmt038723
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05911238
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02558444
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02419375
IRS990/LandBldgEquipCostOrOtherBssAmt08330613
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/NetAssetsOrFundBalancesBOYAmt011334173
IRS990/NetAssetsOrFundBalancesEOYAmt013110891
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt04462
IRS990/OccupancyGrp/ProgramServicesAmt01676466
IRS990/OccupancyGrp/TotalAmt01680928
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt026177
IRS990/OfficeExpensesGrp/ProgramServicesAmt0452876
IRS990/OfficeExpensesGrp/TotalAmt0479053
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt08653
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0228777
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0237430
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0953
IRS990/OtherExpensesGrp/ProgramServicesAmt022505
IRS990/OtherExpensesGrp/TotalAmt023458
IRS990/OtherLiabilitiesGrp/BOYAmt0346141
IRS990/OtherLiabilitiesGrp/EOYAmt0215620
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt081723
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01162206
IRS990/OtherSalariesAndWagesGrp/TotalAmt01243929
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt019940
IRS990/PaymentsToAffiliatesGrp/TotalAmt019940
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010347
IRS990/PayrollTaxesGrp/ProgramServicesAmt080811
IRS990/PayrollTaxesGrp/TotalAmt091158
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt031845
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0332701
IRS990/PensionPlanContributionsGrp/TotalAmt0364546
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01094310
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01073477
IRS990/PrincipalOfficerNm0LARRY MAZZOLA JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1COMMUNITY COLLEGE REIM
IRS990/ProgramServiceRevenueGrp/Desc2RECIPROCITY AND MISCEL
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06304071
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt188562
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt261795
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06304071
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt188562
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt261795
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt09551
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt02652681
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt05940880
IRS990/PYRevenuesLessExpensesAmt01485504
IRS990/PYSalariesCompEmpBnftPaidAmt01812246
IRS990/PYTotalExpensesAmt04464927
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05950431
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01776718
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06454428
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt011334173
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt013110891
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/BookValueAmt0374674
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01142083
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01516757
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04731103
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02044701
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04769155
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06813856
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0157824
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt157796
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATED TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO UA LOCAL 38 TRUST FUNDS
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt06507821
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND AND HAS CONCLUDED THAT, AS OF JUNE 30, 2017, 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 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02419375
IRS990ScheduleD/TotalExpensesPerForm990Amt04731103
IRS990ScheduleD/TotalLiabilityAmt0215620
IRS990ScheduleD/TotalRevenuePerForm990Amt06507821
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt06507821
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04731103
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/BaseCompensationFilingOrgAmt0167669
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1162293
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2115165
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3138530
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,371,073
Liabilities
$260,182
Net assets
$13,110,891
Revenue
$6,507,821
Expenses
$4,731,103
Net income
$1,776,718
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
2017Detailed filing. Detailed filing data is available for this year.$13.4$0.26$13.1$6.51$4.73$1.78
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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