Civic Intelligence

U a Local 38 Apprentice & Supplementary Training Trust Fund

990 • Fiscal year 2021 • EIN 23-7010420

Jul 01, 2020 to Jun 30, 2021 • Filed on May 06, 2022

Organization ProfileN/A

View Organization Page

1621 Market Street No 400San Francisco, CA 94103

(415) 626-2000

Siviq Scores

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

Liabilities / Assets

25th percentile

0.03x

Higher debt load relative to assets than 25% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

32nd percentile

0.11x

Higher debt load relative to revenue than 32% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

56th percentile

15%

Higher net margin than 56% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

85th percentile

$345,824

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

50th percentile

10.0%

Faster asset growth than 50% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

24th percentile

-3.8%

Faster revenue growth than 24% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$19,886,029

Up $1,806,323 (+10.0%) from 2020

Net Assets

Up

$19,257,071

Up $1,626,366 (+9.2%) from 2020

Liabilities

Up

$628,958

Up $179,957 (+40%) from 2020

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin56th percentile

Revenue

Down

$5,968,471

Down $234,912 (-3.8%) from 2020

Expenses

Down

$5,073,157

Down $116,874 (-2.3%) from 2020

Net Income

Down

$895,314

Down $118,038 (-12%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2021

Assets$19,886,029
Liabilities$628,958
Net Assets$19,257,071
Open 2021 Filing

Operations Trend

Revenue Growth24th 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

2021

Revenue$5,968,471
Expenses$5,073,157
Net Income$895,314
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 6, 2022
Return Version
2020v4.2
Gross Receipts
$10,535,927
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$17,630,705$19,257,071▲ $1,626,366
Investments in Publicly Traded Securities$11,724,525$14,043,777▲ $2,319,252
Land, Buildings, and Equipment, Net$2,087,494$2,844,123▲ $756,629
Prepaid Expenses and Deferred Charges$1,020,647$999,814▼ $20,833
Cash and Non-Interest-Bearing Accounts$2,252,907$997,379▼ $1,255,528
Accounts Receivable$787,981$686,525▼ $101,456
Savings and Temporary Cash Investments$167,429$212,293▲ $44,864
Inventories for Sale or Use$38,723$102,118▲ $63,395
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$18,079,706$19,886,029▲ $1,806,323
Liabilities
Other Liabilities$415,540$510,069▲ $94,529
Accounts Payable and Accrued Expenses$33,461$118,889▲ $85,428
Total Liabilities$449,001$628,958▲ $179,957
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,630,705$19,257,071▲ $1,626,366
Total Liabilities and Net Assets / Fund Balance$18,079,706$19,886,029▲ $1,806,323

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,438,040$5,225,742$7,663,782
Equipment$406,083$1,437,424$1,843,507
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Liam DevlinAssistant CoordinatorFT$196,874$148,950$345,824
Stephen MazzolaCoordinatorFT$166,922$178,133$345,055
John KaloyerosInstructorFT$158,021$75,352$233,373
David FahyInstructorFT$153,132$66,932$220,064
Edward MiltmoreInstructorFT$139,471$77,563$217,034

Board Members and Trustees

NameTitle
Larry Mazzola JrChairman
Fred NurissoCo-chairman
John CorsoAlternate Trustee
Alex HallTrustee
Bill BlackwellTrustee
John ChiarenzaTrustee
Michael BuckleyTrustee
Milt GoodmanTrustee
Rj FerrariTrustee
Robert E Buckley JrTrustee
Tony GuzzettaTrustee
Frank ReardonSecretary
Armand KilijianTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,000
Program Service Revenue
$5,328,209
Investment Income
$615,659
Other Revenue
$3,603
All Other Contributions
$21,000
Change in Net Assets
$895,314

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,905,823
Revenue Not Reported on Financial Statements
$62,648
Revenue Not Reported on Form 990
$731,052
Total Revenue per Audited Statements
$6,636,875
Total Revenue per Form 990
$5,968,471
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,778,271
Salaries, Compensation, and Employee Benefits$2,294,886
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$1,959,669$1,434-$1,961,103
Other Salaries and Wages$1,282,854$26,765-$1,309,619
Pension Plan Contributions$503,763$14,727-$518,490
Other Employee Benefits$364,965$6,530-$371,495
Office Expenses$318,451$10,045-$328,496
Depreciation Depletion$199,931--$199,931
Payroll Taxes$92,577$2,705-$95,282
Fees for Service Investment Mgmnt Fees-$62,648-$62,648
Fees for Services Other-$61,086-$61,086
Fees for Services Accounting-$34,343-$34,343
Insurance$8,275$22,616-$30,891
Information Technology$24,578$973-$25,551
Travel$21,889$741-$22,630
Fees for Services Legal-$21,665-$21,665
Payments to Affiliates$18,152--$18,152
Conferences and Meetings$7,958$219-$8,177
Other Expenses$2,628$970-$970
Total Functional Expenses$4,805,690$267,467$0$5,073,157

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,073,157
Expenses per Audited Statements$5,010,509
Total Expenses per Audited Statements$5,010,509
Expenses Not Reported on Financial Statements$62,648
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Stephen MazzolaFamily Member of Chairman Larry Mazzola, Jr.Employee Compensation and BenefitsNo$345,056
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Ua Local 38 Trust Funds$229,936
Due to Broker for Security Purchased$159,649
Due to Affiliated Trust$120,484
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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 Apprenticeship and
EIN
23-7010420
Phone
4156262000
Address
1621 MARKET STREET NO 400, SAN FRANCISCO, CA 94103

Signing Officer

Name
Larry Mazzola Jr
Title
Chairman
Phone
4156262000
Signed
2022-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry Mazzola Jr
Formed
1974
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Withumsmithbrown Pc
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 91583
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 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 various independent contractors. The organization files a form 1099 for certain independent contractors that are paid directly by the organization, therefore this question has been answered for the 1099s issued by the organization directly.”

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, 2021, 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 2018.”

Raw XML AppendixShowing 400 of 734 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/PersonNm3MILT GOODMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4LARRY MAZZOLA JR
IRS990/Form990PartVIISectionAGrp/PersonNm5BILL BLACKWELL
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13ASSISTANT COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17INSTRUCTOR
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IRS990/FormationYr01974
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IRS990/FSAuditedInd01
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IRS990/GainOrLossGrp/SecuritiesAmt0288676
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt010535927
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0973
IRS990/InformationTechnologyGrp/ProgramServicesAmt024578
IRS990/InformationTechnologyGrp/TotalAmt025551
IRS990/InsuranceGrp/ManagementAndGeneralAmt022616
IRS990/InsuranceGrp/ProgramServicesAmt08275
IRS990/InsuranceGrp/TotalAmt030891
IRS990/InventoriesForSaleOrUseGrp/BOYAmt038723
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0102118
IRS990/InvestmentIncomeGrp/ExclusionAmt0326983
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0326983
IRS990/InvestmentInJointVentureInd00
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IRS990/IRPDocumentCnt03
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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/NetAssetsOrFundBalancesBOYAmt017630705
IRS990/NetAssetsOrFundBalancesEOYAmt019257071
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0288676
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0288676
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0731052
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01434
IRS990/OccupancyGrp/ProgramServicesAmt01959669
IRS990/OccupancyGrp/TotalAmt01961103
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010045
IRS990/OfficeExpensesGrp/ProgramServicesAmt0318451
IRS990/OfficeExpensesGrp/TotalAmt0328496
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06530
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0364965
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0371495
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0970
IRS990/OtherExpensesGrp/ProgramServicesAmt02628
IRS990/OtherExpensesGrp/TotalAmt02628
IRS990/OtherExpensesGrp/TotalAmt1970
IRS990/OtherLiabilitiesGrp/BOYAmt0415540
IRS990/OtherLiabilitiesGrp/EOYAmt0510069
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03603
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03603
IRS990/OtherRevenueTotalAmt03603
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt026765
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01282854
IRS990/OtherSalariesAndWagesGrp/TotalAmt01309619
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt018152
IRS990/PaymentsToAffiliatesGrp/TotalAmt018152
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02705
IRS990/PayrollTaxesGrp/ProgramServicesAmt092577
IRS990/PayrollTaxesGrp/TotalAmt095282
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt014727
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0503763
IRS990/PensionPlanContributionsGrp/TotalAmt0518490
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01020647
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0999814
IRS990/PrincipalOfficerNm0LARRY MAZZOLA JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1TEXTBOOK SALES
IRS990/ProgramServiceRevenueGrp/Desc2COMMUNITY COLLEGE REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/Desc3LIQUIDATED DAMAGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05177577
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt177969
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt271484
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31179
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt177969
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt271484
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31179
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0344963
IRS990/PYOtherExpensesAmt02936700
IRS990/PYOtherRevenueAmt04643
IRS990/PYProgramServiceRevenueAmt05853777
IRS990/PYRevenuesLessExpensesAmt01013352
IRS990/PYSalariesCompEmpBnftPaidAmt02253331
IRS990/PYTotalExpensesAmt05190031
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06203383
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0895314
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05331812
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt017630705
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt019257071
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0167429
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0212293
IRS990ScheduleA/SchoolInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01843507
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt062648
IRS990ScheduleD/ExpensesSubtotalAmt05010509
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt062648
IRS990ScheduleD/InvestmentExpensesNotIncldAmt062648
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02438040
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt05225742
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt07663782
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0731052
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0120484
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1229936
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2159649
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATED TRUST
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO UA LOCAL 38 TRUST FUNDS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DUE TO BROKER FOR SECURITY PURCHASED
IRS990ScheduleD/RevenueNotReportedAmt0731052
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt062648
IRS990ScheduleD/RevenueSubtotalAmt05905823
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND AND HAS CONCLUDED THAT, AS OF JUNE 30, 2021, 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 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02844123
IRS990ScheduleD/TotalExpensesPerForm990Amt05073157
IRS990ScheduleD/TotalLiabilityAmt0510069
IRS990ScheduleD/TotalRevenuePerForm990Amt05968471

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,886,029
Liabilities
$628,958
Net assets
$19,257,071
Revenue
$5,968,471
Expenses
$5,073,157
Net income
$895,314
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
2021Detailed filing. Detailed filing data is available for this year.$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
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