Civic Intelligence

Local Union 1399 Apprenticeship Training

990 • Fiscal year 2020 • EIN 33-0375533

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization ProfileN/A

View Organization Page

1155 Corporate Center DriveMonterey Park, CA 91754

(858) 278-1615

Siviq Scores

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

Liabilities / Assets

54th percentile

0.01x

Higher debt load relative to assets than 54% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

59th percentile

0.01x

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

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Net Margin

90th percentile

40%

Higher net margin than 90% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2020 filings • 501(c)5 • $500k-$1M nonprofits • Source year 2020

Asset Growth

78th percentile

18%

Faster asset growth than 78% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

1.0%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • 501(c)5 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$873,213

Up $134,754 (+18%) from 2019

Net Assets

Up

$868,388

Up $136,397 (+19%) from 2019

Liabilities

Down

$4,825

Down $1,643 (-25%) from 2019

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin90th percentile

Revenue

Up

$339,805

Up $3,440 (+1.0%) from 2019

Expenses

Down

$203,408

Down $27,713 (-12%) from 2019

Net Income

Up

$136,397

Up $31,153 (+30%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth78th 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

2020

Assets$873,213
Liabilities$4,825
Net Assets$868,388
Open 2020 Filing

Operations Trend

Revenue Growth59th 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

2020

Revenue$339,805
Expenses$203,408
Net Income$136,397
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.0
Gross Receipts
$339,805
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$436,267$439,722▲ $3,455
Cash and Non-Interest-Bearing Accounts$285,372$411,138▲ $125,766
Land, Buildings, and Equipment, Net$16,820$22,353▲ $5,533
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$738,459$873,213▲ $134,754
Other Assets Total-$0-
Liabilities
Other Liabilities$6,468$4,825▼ $1,643
Total Liabilities$6,468$4,825▼ $1,643
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$731,991$868,388▲ $136,397
Total Net Assets Fund Balance$731,991$868,388▲ $136,397
Total Liabilities and Net Assets / Fund Balance$738,459$873,213▲ $134,754

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$22,353$65,537$87,890
Compensation and Service Providers
Top Officer Pay33rd percentile

Board Members and Trustees

NameTitle
Mark BartlettChairman
Barry SwaimCo-Chairman
Matt KrizLabor Trustee
Pat DavidsonLabor Trustee
Jackson R WitteMgmt Trustee
Steve LandrethMgmt Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$60,175
Program Service Revenue
$276,175
Investment Income
$3,455
Other Revenue
$0
All Other Contributions
$60,175
Change in Net Assets
$136,397
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$137,547
Other Expenses$65,861
Total Fundraising Expense$8,841
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$81,772$7,123$3,562$92,457
Occupancy$27,166$3,196$1,598$31,960
Pension Plan Contributions$19,497$2,294$1,147$22,938
Other Employee Benefits$13,025$1,533$766$15,324
Fees for Services Other$7,242$852$425$8,519
Insurance$5,858$689$345$6,892
Payroll Taxes$5,804$683$341$6,828
Depreciation Depletion$3,539$417$208$4,164
Fees for Services Accounting$3,060$360$180$3,600
Office Expenses$2,335$275$137$2,747
Other Expenses$2,249$265$132$2,646
Travel$120--$120
Total Functional Expenses$176,880$17,687$8,841$203,408
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$2,020
Capital One/Chase CC$1,432
Pension Liability$1,373
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
Address
1155 Corporate Center Drive, Monterey Park, CA 91754

Signing Officer

Name
Pat Davidson
Title
Labor Trustee
Signed
2021-11-10
Discuss with paid preparer
Yes

Organization Details

Formed
2008
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
8

Preparer

Firm
VanderSpek Howerzyl CPAs
Address
350 West Fifth Ave Suite 300, Escondido, CA 92025
Preparer
Phillip Howerzyl CPA CGMA
Phone
7607412659
Raw XML Appendix369 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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$873,213
Liabilities
$4,825
Net assets
$868,388
Revenue
$339,805
Expenses
$203,408
Net income
$136,397
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