Civic Intelligence

Local Union 1399 Apprenticeship Training

EIN 33-0375533 • 501(c)5 • Monterey Park, CA

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Profile

The organization operates as a non-profit trust training apprentices in the industrial skills of glazing and floor laying with the goal of providing certification in meeting the apprenticeship standards set by the State of California.

1155 Corporate Center DriveMonterey Park, CA 91754

dc36apprenticeships.org

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

94th percentile

46%

Higher net margin than 94% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2021

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)5 • <$500k nonprofits • Source year 2021

Asset Growth

5th percentile

-100%

Faster asset growth than 5% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

6th percentile

-51%

Faster revenue growth than 6% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $873,213 (-100%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $868,388 (-100%) from 2020

Operations
Liabilities / RevenueScore unavailableNet Margin94th percentile

Revenue

Down

$166,318

Down $173,487 (-51%) from 2020

Expenses

Down

$90,446

Down $112,962 (-56%) from 2020

Net Income

Down

$75,872

Down $60,525 (-44%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

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

$1.0M$500K$0Assets 2011: $388,038Liabilities 2011: $4,692Net Assets 2011: $383,3462011Assets 2012: $363,776Liabilities 2012: $3,434Net Assets 2012: $360,3422012Assets 2016: $398,597Liabilities 2016: $3,539Net Assets 2016: $395,0582016Assets 2017: $502,605Liabilities 2017: $6,693Net Assets 2017: $495,9122017Assets 2018: $633,055Liabilities 2018: $6,308Net Assets 2018: $626,7472018Assets 2019: $738,459Liabilities 2019: $6,468Net Assets 2019: $731,9912019Assets 2020: $873,213Liabilities 2020: $4,825Net Assets 2020: $868,3882020Assets 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities-
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth6th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $163,923Expenses 2011: $183,419Net Income 2011: -$19,4962011Revenue 2012: $165,298Expenses 2012: $188,302Net Income 2012: -$23,0042012Revenue 2016: $244,431Expenses 2016: $175,657Net Income 2016: $68,7742016Revenue 2017: $301,503Expenses 2017: $200,649Net Income 2017: $100,8542017Revenue 2018: $343,592Expenses 2018: $212,757Net Income 2018: $130,8352018Revenue 2019: $336,365Expenses 2019: $231,121Net Income 2019: $105,2442019Revenue 2020: $339,805Expenses 2020: $203,408Net Income 2020: $136,3972020Revenue 2021: $166,318Expenses 2021: $90,446Net Income 2021: $75,8722021

Highlighted filing

2021

Revenue$166,318
Expenses$90,446
Net Income$75,872
Open 2021 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$166,318
Expenses
$90,446
Net income
$75,872
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$1.66$0.90$0.76
2020Detailed filing. Detailed filing data is available for this year.$8.73$0.05$8.68$3.40$2.03$1.36
2019Detailed filing. Detailed filing data is available for this year.$7.38$0.06$7.32$3.36$2.31$1.05
2018Detailed filing. Detailed filing data is available for this year.$6.33$0.06$6.27$3.44$2.13$1.31
2017Detailed filing. Detailed filing data is available for this year.$5.03$0.07$4.96$3.02$2.01$1.01
2016Detailed filing. Detailed filing data is available for this year.$3.99$0.04$3.95$2.44$1.76$0.69
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.64$0.03$3.60$1.65$1.88$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.88$0.05$3.83$1.64$1.83$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Aug 31, 2021
Signed
Jul 13, 2022
Return Version
2021v4.0
Gross Receipts
$183,501
Mission and Program Overview

Mission

The organization operates as a non-profit trust training apprentices in the industrial skills of glazing and floor laying with the goal of providing certification in meeting the apprenticeship standards set by the State of California.

Program Services

DescriptionGrantsExpenses
The organization trains apprentices in the industrial skills of glazing and floor laying and provides certification in meeting the apprenticeship standards set by the State of California.--
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Barry SwaimCo-Chairman-$0--
Jackson R WitteMgmt Trustee-$0--
Pat DavidsonLabor Trustee-$0--
Matt KrizLabor Trustee-$0--
Mark BartlettChairman-$0--
Steve LandrethMgmt Trustee-$0--
Political and Lobbying Activity
In-house lobbying only
Yes
Filing and Contact Details

Filer

Filer Name
Local Union 1399 Apprenticeship Training
EIN
33-0375533
Phone
3237272811
Address
1155 Corporate Center Drive, Monterey Park, CA 91754

Signing Officer

Name
Pat Davidson
Title
Labor Trustee
Signed
2022-07-13
Discuss with paid preparer
Yes

Preparer

Firm
VanderSpek Howerzyl CPAs
Address
350 West Fifth Ave Suite 300, Escondido, CA 92025
Preparer
Phillip Howerzyl CPA CGMA
Phone
7607412659
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $4571”

Other Expenses.1005

“Travel $240”

Other Expenses.1009

“Depreciation $5170”

Other Expenses.1012

“Insurance $507”

Other Expenses.1

“Program supplies $3890”

Other Expenses.2

“Auto expense $2415”

Other Assets.1003

“Machinery and Equipment - Beginning $22353 Machinery and Equipment - Ending $0”

Total Liabilities.1

“Capital One/Chase CC - Beginning $1432 Capital One/Chase CC - Ending $0”

Total Liabilities.2

“Payroll Tax Liabilities - Beginning $2020 Payroll Tax Liabilities - Ending $0”

Total Liabilities.3

“Pension Liability - Beginning $1373 Pension Liability - Ending $0”

Raw XML Appendix175 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0District Council 36
IRS990EZ/BooksInCareOfDetail/PhoneNum03237272811
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01155 Corporate Center Drive
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Monterey Park
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd091754
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0850860
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt011833
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt017183
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt075872
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06452
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0873213
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0183501
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01134
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0868388
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0868388
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt011596
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Barry Swaim
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Jackson R Witte
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Pat Davidson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Matt Kriz
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mark Bartlett
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Steve Landreth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Co-Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Mgmt Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Labor Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Labor Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Mgmt Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt022353
IRS990EZ/OtherChangesInNetAssetsAmt0-944260
IRS990EZ/OtherExpensesTotalAmt016793
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The organization operates as a non-profit trust training apprentices in the industrial skills of glazing and floor laying with the goal of providing certification in meeting the apprenticeship standards set by the State of California.
IRS990EZ/ProgramServiceRevenueAmt0153351
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization trains apprentices in the industrial skills of glazing and floor laying and provides certification in meeting the apprenticeship standards set by the State of California.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt055605
IRS990EZ/SaleOfAssetsGrossAmt017183
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0true
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04825
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt090446
IRS990EZ/TotalRevenueAmt0166318
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0http://dc36apprenticeships.org
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/Form1120POLFiledInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0true
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0false
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/AttorneyGeneralNotifiedInd0false
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0Cash
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1Machinery & Equipment
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02021-09-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12021-09-01
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0953670524
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1953670524
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt0927629
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt117183
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501(c)5
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1501(c)5
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0FMV
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1Book Value
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt07020 E Slauson Avenue
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt17020 E Slauson Avenue
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0Commerce
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1Commerce
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1CA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd090040
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd190040
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $4571
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $240
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $5170
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Insurance $507
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Program supplies $3890
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Auto expense $2415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Machinery and Equipment - Beginning $22353 Machinery and Equipment - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Capital One/Chase CC - Beginning $1432 Capital One/Chase CC - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Payroll Tax Liabilities - Beginning $2020 Payroll Tax Liabilities - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Pension Liability - Beginning $1373 Pension Liability - Ending $0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Assets.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Total Liabilities.3
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Pat Davidson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Labor Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Local Union 1399 Apprenticeship Training
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0and Education Fund
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0330375533
ReturnHeader/Filer/PhoneNum03237272811
ReturnHeader/Filer/USAddress/AddressLine1Txt01155 Corporate Center Drive
ReturnHeader/Filer/USAddress/CityNm0Monterey Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091754
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952770263
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0VanderSpek Howerzyl CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 West Fifth Ave Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Escondido
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092025
ReturnHeader/PreparerPersonGrp/PhoneNum07607412659
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Phillip Howerzyl CPA CGMA
ReturnHeader/ReturnTs02022-07-13T14:48:47-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Pat
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Davidson
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-08-31
ReturnHeader/TaxYr02021

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