Civic Intelligence

Local Union 1399 Apprenticeship Training

990 • Fiscal year 2017 • EIN 33-0375533

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 05, 2018

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

58th percentile

0.01x

Higher debt load relative to assets than 58% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

62nd percentile

0.02x

Higher debt load relative to revenue than 62% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Net Margin

92nd percentile

33%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

30th percentile

$0

Higher top officer pay than 30% of similar nonprofits.

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

2017 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2017

Asset Growth

88th percentile

26%

Faster asset growth than 88% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

23%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$502,605

Up $104,008 (+26%) from 2016

Net Assets

Up

$495,912

Up $100,854 (+26%) from 2016

Liabilities

Up

$6,693

Up $3,154 (+89%) from 2016

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin92nd percentile

Revenue

Up

$301,503

Up $57,072 (+23%) from 2016

Expenses

Up

$200,649

Up $24,992 (+14%) from 2016

Net Income

Up

$100,854

Up $32,080 (+47%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

2017

Assets$502,605
Liabilities$6,693
Net Assets$495,912
Open 2017 Filing

Operations Trend

Revenue Growth89th percentile

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

2017

Revenue$301,503
Expenses$200,649
Net Income$100,854
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 5, 2018
Return Version
2017v2.2
Gross Receipts
$301,503
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$382,570$492,673▲ $110,103
Land, Buildings, and Equipment, Net$16,027$9,932▼ $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$398,597$502,605▲ $104,008
Other Assets Total-$0-
Liabilities
Other Liabilities$3,539$6,693▲ $3,154
Total Liabilities$3,539$6,693▲ $3,154
Net Assets / Fund Balance
Unrestricted Net Assets$395,058$495,912▲ $100,854
Total Net Assets Fund Balance$395,058$495,912▲ $100,854
Total Liabilities and Net Assets / Fund Balance$398,597$502,605▲ $104,008

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,932$52,104$62,036
Compensation and Service Providers
Top Officer Pay30th percentile

Board Members and Trustees

NameTitle
Mark BartlettChairman
Matt KrizLabor Trustee
Pat DavidsonLabor Trustee
Barry SwaimMgmt Trustee
Jackson R WitteMgmt Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$51,334
Program Service Revenue
$249,825
Investment Income
$344
Other Revenue
$0
All Other Contributions
$51,334
Change in Net Assets
$100,854
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$113,673
Other Expenses$86,976
Total Fundraising Expense$9,518
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$75,484$8,881$4,440$88,805
Occupancy$27,079$3,186$1,593$31,858
Other Employee Benefits$13,498$1,588$794$15,880
Payroll Taxes$7,640$899$449$8,988
Fees for Services Other$7,171$844$422$8,437
Insurance$5,491$646$323$6,460
Depreciation Depletion$5,181$609$305$6,095
Office Expenses$3,852$453$227$4,532
Other Expenses$473$56$28$557
Travel$297$35$17$349
All Other Expenses$9$1-$10
Total Functional Expenses$172,092$19,039$9,518$200,649
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
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$2,894
Capital One/Chase CC$2,367
Pension Liability$1,432
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
2018-06-05
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
7

Preparer

Firm
VanderSpek Howerzyl CPAs
Address
350 West Fifth Ave Suite 300, Escondido, CA 92025-4865
Preparer
Phillip Howerzyl CPA
Phone
7607412659
Raw XML Appendix370 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/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0398597
IRS990/TotalAssetsEOYAmt0502605
IRS990/TotalAssetsGrp/BOYAmt0398597
IRS990/TotalAssetsGrp/EOYAmt0502605
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt051334
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09518
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt019039
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0172092
IRS990/TotalFunctionalExpensesGrp/TotalAmt0200649
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03539
IRS990/TotalLiabilitiesEOYAmt06693
IRS990/TotalLiabilitiesGrp/BOYAmt03539
IRS990/TotalLiabilitiesGrp/EOYAmt06693
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0395058
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0495912
IRS990/TotalProgramServiceExpensesAmt0172092
IRS990/TotalProgramServiceRevenueAmt0249825
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0250169
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0301503
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0398597
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0502605
IRS990/TravelGrp/FundraisingAmt017
IRS990/TravelGrp/ManagementAndGeneralAmt035
IRS990/TravelGrp/ProgramServicesAmt0297
IRS990/TravelGrp/TotalAmt0349
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0395058
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0495912
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Pat Davidson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Labor Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-05
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/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/ZIPCd0920254865
ReturnHeader/PreparerPersonGrp/PhoneNum07607412659
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Phillip Howerzyl CPA
ReturnHeader/ReturnTs02018-06-06T11:58:49-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$502,605
Liabilities
$6,693
Net assets
$495,912
Revenue
$301,503
Expenses
$200,649
Net income
$100,854
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