Civic Intelligence

Local Union 1399 Apprenticeship Training

990 • Fiscal year 2016 • EIN 33-0375533

Jan 01, 2016 to Dec 31, 2016 • Filed on May 05, 2017

Organization ProfileN/A

View Organization Page

8250 Ronson RdSan Diego, CA 92111

(858) 278-1615

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

71st percentile

0.01x

Higher debt load relative to revenue than 71% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

90th percentile

28%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$398,597

Up $34,821 (+9.6%) from 2012

Net Assets

Up

$395,058

Up $34,716 (+9.6%) from 2012

Liabilities

Up

$3,539

Up $105 (+3.1%) from 2012

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin90th percentile

Revenue

Up

$244,431

Up $79,133 (+48%) from 2012

Expenses

Down

$175,657

Down $12,645 (-6.7%) from 2012

Net Income

Up

$68,774

Up $91,778 (+399%) from 2012

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2016

Assets$398,597
Liabilities$3,539
Net Assets$395,058
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$244,431
Expenses$175,657
Net Income$68,774
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 5, 2017
Return Version
2016v3.0
Gross Receipts
$244,431
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$307,982$382,570▲ $74,588
Land, Buildings, and Equipment, Net$22,122$16,027▼ $6,095
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$330,104$398,597▲ $68,493
Other Assets Total-$0-
Liabilities
Other Liabilities$3,820$3,539▼ $281
Total Liabilities$3,820$3,539▼ $281
Net Assets / Fund Balance
Unrestricted Net Assets$326,284$395,058▲ $68,774
Total Net Assets Fund Balance$326,284$395,058▲ $68,774
Total Liabilities and Net Assets / Fund Balance$330,104$398,597▲ $68,493

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,027$46,009$62,036
Compensation and Service Providers
Top Officer Pay46th percentile

Board Members and Trustees

NameTitle
Barry SwaimChairman
Mark BartlettLabor Trustee
Pat DavidsonLabor Trustee
Jackson R WitteMgmt Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$48,490
Program Service Revenue
$195,699
Investment Income
$242
Other Revenue
$0
All Other Contributions
$48,490
Change in Net Assets
$68,774
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$105,319
Other Expenses$70,338
Total Fundraising Expense$8,297
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$70,298$8,270$4,135$82,703
Occupancy$18,148$2,135$1,068$21,351
Other Employee Benefits$12,209$1,437$718$14,364
Payroll Taxes$7,014$825$413$8,252
Insurance$6,585$775$387$7,747
Fees for Services Other$6,016$708$354$7,078
Depreciation Depletion$5,181$609$305$6,095
Office Expenses$3,032$357$178$3,567
Fees for Services Accounting$2,295$270$135$2,700
Other Expenses$9$1$116$10
Total Functional Expenses$150,765$16,595$8,297$175,657
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Tax Liabilities$2,029
Pension Liability$920
Capital One/Chase CC$589
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Board reviews Form 990 before filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Local Union 1399 Apprenticeship Training
EIN
33-0375533
Phone
8582781615
Address
8250 Ronson Rd, San Diego, CA 92111

Signing Officer

Name
Pat Davidson
Title
Labor Trustee
Signed
2017-05-05
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
CA
Voting Board Members
4
Independent Board Members
4
Employees
8

Preparer

Firm
VanderSpek Howerzyl CPAs
Address
350 West Fifth Ave Suite 300, Escondido, CA 92025-4865
Preparer
James K Vander Spek CPA
Phone
7607412659
Raw XML Appendix365 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/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016595
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0150765
IRS990/TotalFunctionalExpensesGrp/TotalAmt0175657
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03820
IRS990/TotalLiabilitiesEOYAmt03539
IRS990/TotalLiabilitiesGrp/BOYAmt03820
IRS990/TotalLiabilitiesGrp/EOYAmt03539
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0326284
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0395058
IRS990/TotalProgramServiceExpensesAmt0115030
IRS990/TotalProgramServiceRevenueAmt0195699
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0195941
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0244431
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0330104
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0398597
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0326284
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0395058
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Pat Davidson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Labor Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Local Union 1399 Apprenticeship Training
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0and Education Fund
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0330375533
ReturnHeader/Filer/PhoneNum08582781615
ReturnHeader/Filer/USAddress/AddressLine1Txt08250 Ronson Rd
ReturnHeader/Filer/USAddress/CityNm0San Diego
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092111
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/ZIPCd0920254865
ReturnHeader/PreparerPersonGrp/PhoneNum07607412659
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James K Vander Spek CPA
ReturnHeader/ReturnTs02017-05-08T09:21:25-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$398,597
Liabilities
$3,539
Net assets
$395,058
Revenue
$244,431
Expenses
$175,657
Net income
$68,774
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