Civic Intelligence

Local Union 1399 Apprenticeship Training

990 • Fiscal year 2018 • EIN 33-0375533

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 23, 2019

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

56th percentile

0.01x

Higher debt load relative to assets than 56% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.02x

Higher debt load relative to revenue than 59% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Net Margin

94th percentile

38%

Higher net margin than 94% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2018 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2018

Asset Growth

88th percentile

26%

Faster asset growth than 88% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

14%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$633,055

Up $130,450 (+26%) from 2017

Net Assets

Up

$626,747

Up $130,835 (+26%) from 2017

Liabilities

Down

$6,308

Down $385 (-5.8%) from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin94th percentile

Revenue

Up

$343,592

Up $42,089 (+14%) from 2017

Expenses

Up

$212,757

Up $12,108 (+6.0%) from 2017

Net Income

Up

$130,835

Up $29,981 (+30%) from 2017

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

2018

Assets$633,055
Liabilities$6,308
Net Assets$626,747
Open 2018 Filing

Operations Trend

Revenue Growth83rd 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

2018

Revenue$343,592
Expenses$212,757
Net Income$130,835
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 23, 2019
Return Version
2018v3.1
Gross Receipts
$343,592
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
Savings and Temporary Cash Investments$309,098$430,224▲ $121,126
Cash and Non-Interest-Bearing Accounts$183,575$198,126▲ $14,551
Land, Buildings, and Equipment, Net$9,932$4,705▼ $5,227
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$502,605$633,055▲ $130,450
Other Assets Total-$0-
Liabilities
Other Liabilities$6,693$6,308▼ $385
Total Liabilities$6,693$6,308▼ $385
Net Assets / Fund Balance
Unrestricted Net Assets$495,912$626,747▲ $130,835
Total Net Assets Fund Balance$495,912$626,747▲ $130,835
Total Liabilities and Net Assets / Fund Balance$502,605$633,055▲ $130,450

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,705$57,331$62,036
Compensation and Service Providers
Top Officer Pay31st 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
$50,094
Program Service Revenue
$292,373
Investment Income
$1,125
Other Revenue
$0
All Other Contributions
$50,094
Change in Net Assets
$130,835
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$138,203
Other Expenses$74,554
Total Fundraising Expense$8,379
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$86,559$6,660$3,330$96,549
Occupancy$27,872$3,279$1,640$32,791
Pension Plan Contributions$14,038$1,651$826$16,515
Other Employee Benefits$12,969$1,526$763$15,258
Payroll Taxes$9,044$558$279$9,881
Fees for Services Other$7,038$828$413$8,279
Insurance$6,873$809$404$8,086
Depreciation Depletion$4,443$523$261$5,227
Other Expenses$2,719$320$160$3,199
Office Expenses$2,603$306$153$3,062
Fees for Services Accounting$2,550$300$150$3,000
Travel$300--$300
Total Functional Expenses$187,618$16,760$8,379$212,757
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$4,046
Pension Liability$1,270
Capital One/Chase CC$991
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
2019-10-23
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
8

Preparer

Firm
VanderSpek Howerzyl CPAs
Address
350 West Fifth Ave Suite 300, Escondido, CA 92025-4865
Preparer
Phillip Howerzyl CPA CGMA
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0502605
IRS990/TotalAssetsEOYAmt0633055
IRS990/TotalAssetsGrp/BOYAmt0502605
IRS990/TotalAssetsGrp/EOYAmt0633055
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt050094
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt08379
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016760
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0187618
IRS990/TotalFunctionalExpensesGrp/TotalAmt0212757
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06693
IRS990/TotalLiabilitiesEOYAmt06308
IRS990/TotalLiabilitiesGrp/BOYAmt06693
IRS990/TotalLiabilitiesGrp/EOYAmt06308
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0495912
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0626747
IRS990/TotalProgramServiceExpensesAmt0182436
IRS990/TotalProgramServiceRevenueAmt0292373
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0293498
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0343592
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0502605
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0633055
IRS990/TravelGrp/ProgramServicesAmt0300
IRS990/TravelGrp/TotalAmt0300
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0495912
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0626747
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08250 Ronson Rd
IRS990/USAddress/CityNm0San Diego
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd0921112117
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Pat Davidson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Labor Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-23
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 CGMA
ReturnHeader/ReturnTs02019-10-23T16:40:56-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$633,055
Liabilities
$6,308
Net assets
$626,747
Revenue
$343,592
Expenses
$212,757
Net income
$130,835
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