Civic Intelligence

St. Paul Plumbers Joint Journeymen & Apprentice Training Trust

990 • Fiscal year 2015 • EIN 41-0846508

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 27, 2016

235 Marshall AvenueSt Paul, MN 55102

(651) 846-1389

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

95th percentile

$187,509

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 42.1% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

69th percentile

9.6%

Faster asset growth than 69% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

51st percentile

3.8%

Faster revenue growth than 51% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$865,003

Up $76,004 (+9.6%) from 2014

Net Assets

Up

$865,003

Up $76,004 (+9.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$445,354

Up $16,185 (+3.8%) from 2014

Expenses

Up

$357,116

Up $49,624 (+16%) from 2014

Net Income

Down

$88,238

Down $33,439 (-27%) from 2014

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $505,481Liabilities 2011: $0Net Assets 2011: $505,4812011Assets 2012: $543,643Liabilities 2012: $0Net Assets 2012: $543,6432012Assets 2013: $652,503Liabilities 2013: $0Net Assets 2013: $652,5032013Assets 2014: $788,999Liabilities 2014: $0Net Assets 2014: $788,9992014Assets 2015: $865,003Liabilities 2015: $0Net Assets 2015: $865,0032015Assets 2016: $1,046,188Liabilities 2016: $0Net Assets 2016: $1,046,1882016Assets 2017: $1,178,405Liabilities 2017: $0Net Assets 2017: $1,178,4052017Assets 2018: $1,376,167Liabilities 2018: $0Net Assets 2018: $1,376,1672018Assets 2019: $1,809,654Liabilities 2019: $0Net Assets 2019: $1,809,6542019Assets 2020: $2,260,558Liabilities 2020: $0Net Assets 2020: $2,260,5582020Assets 2021: $2,717,560Liabilities 2021: $0Net Assets 2021: $2,717,5602021Assets 2022: $3,289,776Liabilities 2022: $0Net Assets 2022: $3,289,7762022Assets 2023: $3,988,287Liabilities 2023: $0Net Assets 2023: $3,988,2872023Assets 2024: $4,411,576Liabilities 2024: $0Net Assets 2024: $4,411,5762024

Highlighted filing

2015

Assets$865,003
Liabilities$0
Net Assets$865,003

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0Revenue 2011: $274,613Expenses 2011: $267,218Net Income 2011: $7,3952011Revenue 2012: $288,726Expenses 2012: $265,712Net Income 2012: $23,0142012Revenue 2013: $355,469Expenses 2013: $283,101Net Income 2013: $72,3682013Revenue 2014: $429,169Expenses 2014: $307,492Net Income 2014: $121,6772014Revenue 2015: $445,354Expenses 2015: $357,116Net Income 2015: $88,2382015Revenue 2016: $529,810Expenses 2016: $367,496Net Income 2016: $162,3142016Revenue 2017: $585,192Expenses 2017: $481,273Net Income 2017: $103,9192017Revenue 2018: $794,826Expenses 2018: $569,880Net Income 2018: $224,9462018Revenue 2019: $1,008,911Expenses 2019: $624,557Net Income 2019: $384,3542019Revenue 2020: $1,033,472Expenses 2020: $594,205Net Income 2020: $439,2672020Revenue 2021: $1,006,321Expenses 2021: $601,076Net Income 2021: $405,2452021Revenue 2022: $1,309,195Expenses 2022: $690,417Net Income 2022: $618,7782022Revenue 2023: $1,448,421Expenses 2023: $796,896Net Income 2023: $651,5252023Revenue 2024: $1,473,848Expenses 2024: $1,107,375Net Income 2024: $366,4732024

Highlighted filing

2015

Revenue$445,354
Expenses$357,116
Net Income$88,238
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 27, 2016
Return Version
2015v2.1
Gross Receipts
$445,354
Mission and Program Overview

Mission

To provide uniform and organized training for apprentices indentured to the st. Paul plumbers and gasfitters joint apprenticeship committee.

Apprenticeship training fund

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$788,999$865,003▲ $76,004
Savings and Temporary Cash Investments$625,202$711,739▲ $86,537
Investments in Publicly Traded Securities$162,884$152,956▼ $9,928
Land, Buildings, and Equipment, Net$913$308▼ $605
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$788,999$865,003▲ $76,004
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$788,999$865,003▲ $76,004
Total Liabilities and Net Assets / Fund Balance$788,999$865,003▲ $76,004

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$308$1,508$1,816
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rick GaleApprentice DirectorFT$105,252$82,257$187,509
Richard TownerChairman-$1,668-$1,668
Allan NoelTrustee-$1,289-$1,289
Mike HedquistSecretary-$1,165-$1,165
Timothy WillTrustee-$1,103-$1,103

Board Members and Trustees

NameTitle
Richard PoserCo-chairman
Chris BergTrustee
Joe RascherTrustee
Matthew RieschlTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$437,826
Investment Income
$3,451
Other Revenue
$4,077
Change in Net Assets
$88,238

Audited Revenue Reconciliation

Revenue per Audited Statements
$445,354
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-12,234
Total Revenue per Audited Statements
$433,120
Total Revenue per Form 990
$445,354
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$254,894
Other Expenses$101,343
Grants and Similar Amounts Paid$879
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$125,606$26,313-$151,919
Pension Plan Contributions$44,389$14,796-$59,185
Other Employee Benefits$19,202$6,401-$25,603
Conferences and Meetings$16,628--$16,628
Payroll Taxes$9,721$3,241-$12,962
Insurance-$9,415-$9,415
Office Expenses$1,039$8,248-$9,287
Fees for Services Accounting-$7,900-$7,900
Current Officers, Directors, Trustees, and Key Employees-$5,225-$5,225
Fees for Services Legal-$3,472-$3,472
Travel$3,084--$3,084
Occupancy$1,070--$1,070
Other Expenses$42,203$910-$910
Grants to Domestic Individuals$879--$879
Depreciation Depletion$605--$605
Total Functional Expenses$264,426$92,690$0$357,116

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$357,116
Total Expenses per Audited Statements$357,116
Total Expenses per Form 990$357,116
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

The board of trustees consists of six members: three union trustees selected by local 34 of the united association of plumbers and pipefitters and their alternates, and three employer trustees selected by minnesota mechanical contractors association and their alternates.

Form 990, Part VI, Section B, Line 11

Form 990 is provided to, reviewed, and approved by the entire board of trustees prior to filing.

Form 990, Part VI, Section B, Line 12C

All trustees are required to annually sign a statement which affirms: they have received a copy of the conflict of interest policy, have read and understand the policy, have agreed to comply with the policy, and understand the fund is tax-exempt and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.

Form 990, Part VI, Section C, Line 19

All governing documents, financial statements, and the conflict of interest policy are made available to local union members and apprentices but not to the general public. These documents can be obtained by request at the fund's office in st. Paul, mn.

Filing and Contact Details

Filer

Filer Name
St Paul Plumbers Joint Journeymen &
EIN
41-0846508
Phone
6518461389
Address
235 MARSHALL AVENUE, ST PAUL, MN 55102

Signing Officer

Name
Richard Poser
Title
Chairman
Phone
6518461389
Signed
2016-07-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Poser
Formed
1959
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
4
Employees
24
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
6800 FRANCE AVENUE SO SUITE 550, EDINA, MN 55435
Preparer
Eric C Baertsch
Phone
9528413950
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The fund files form 990, return of organization exempt from income tax. The fund's return is subject to examination by the internal revenue service until the applicable statute of limitation expires.

Raw XML AppendixShowing 400 of 436 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0APPRENTICESHIP TRAINING FUND
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0RICK GALE
IRS990/BooksInCareOfDetail/PhoneNum06518461389
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0235 MARSHALL AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ST PAUL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055102
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt05225
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt05225
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt016628
IRS990/ConferencesMeetingsGrp/TotalAmt016628
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0879
IRS990/CYInvestmentIncomeAmt03451
IRS990/CYOtherExpensesAmt0101343
IRS990/CYOtherRevenueAmt04077
IRS990/CYProgramServiceRevenueAmt0437826
IRS990/CYRevenuesLessExpensesAmt088238
IRS990/CYSalariesCompEmpBnftPaidAmt0254894
IRS990/CYTotalExpensesAmt0357116
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0445354
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0605
IRS990/DepreciationDepletionGrp/TotalAmt0605
IRS990/Desc0TO PROVIDE UNIFORM AND ORGANIZED TRAINING FOR APPRENTICES INDENTURED TO THE ST. PAUL PLUMBERS AND GASFITTERS JOINT APPRENTICESHIP COMMITTEE.TO RAISE THE STANDARD OF THE PLUMBING CRAFT THROUGH CONTINUOUS STUDY OF PROCEDURES ESSENTIAL TO MAINTAINING THE SKILLS AND KNOWLEDGE REQUIRED BY THE GROWTH OF THE INDUSTRY IN THE STATE OF MINNESOTA.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt024
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0264426
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07900
IRS990/FeesForServicesAccountingGrp/TotalAmt07900
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt03472
IRS990/FeesForServicesLegalGrp/TotalAmt03472
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt882257
IRS990/Form990PartVIISectionAGrp/PersonNm0JOE RASCHER
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD POSER
IRS990/Form990PartVIISectionAGrp/PersonNm2CHRIS BERG
IRS990/Form990PartVIISectionAGrp/PersonNm3MIKE HEDQUIST
IRS990/Form990PartVIISectionAGrp/PersonNm4ALLAN NOEL
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD TOWNER
IRS990/Form990PartVIISectionAGrp/PersonNm6MATTHEW RIESCHL
IRS990/Form990PartVIISectionAGrp/PersonNm7TIMOTHY WILL
IRS990/Form990PartVIISectionAGrp/PersonNm8RICK GALE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31165
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt41289
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt51668
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt71103
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8105252
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8APPRENTICE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt0879
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0879
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0879
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0445354
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt09415
IRS990/InsuranceGrp/TotalAmt09415
IRS990/InvestmentIncomeGrp/ExclusionAmt03451
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03451
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0162884
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0152956
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01508
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0913
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0308
IRS990/LandBldgEquipCostOrOtherBssAmt01816
IRS990/LegalDomicileStateCd0MN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt043
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt043
IRS990/MissionDesc0TO PROVIDE UNIFORM AND ORGANIZED TRAINING FOR APPRENTICES INDENTURED TO THE ST. PAUL PLUMBERS AND GASFITTERS JOINT APPRENTICESHIP COMMITTEE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0788999
IRS990/NetAssetsOrFundBalancesEOYAmt0865003
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-12234
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt01070
IRS990/OccupancyGrp/TotalAmt01070
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08248
IRS990/OfficeExpensesGrp/ProgramServicesAmt01039
IRS990/OfficeExpensesGrp/TotalAmt09287
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06401
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt019202
IRS990/OtherEmployeeBenefitsGrp/TotalAmt025603
IRS990/OtherExpensesGrp/Desc0TRAINING MATERIALS
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06769
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1910
IRS990/OtherExpensesGrp/ProgramServicesAmt042203
IRS990/OtherExpensesGrp/TotalAmt048972
IRS990/OtherExpensesGrp/TotalAmt1910
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0CERT REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/Desc1SCRAP MATERIAL
IRS990/OtherRevenueMiscGrp/Desc2OTHER REIMBURSEMENT
IRS990/OtherRevenueMiscGrp/ExclusionAmt02216
IRS990/OtherRevenueMiscGrp/ExclusionAmt11198
IRS990/OtherRevenueMiscGrp/ExclusionAmt2620
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02216
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt11198
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2620
IRS990/OtherRevenueTotalAmt04077
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt026313
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0125606
IRS990/OtherSalariesAndWagesGrp/TotalAmt0151919
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03241
IRS990/PayrollTaxesGrp/ProgramServicesAmt09721
IRS990/PayrollTaxesGrp/TotalAmt012962
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt014796
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt044389
IRS990/PensionPlanContributionsGrp/TotalAmt059185
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RICHARD POSER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1CLASS FEES
IRS990/ProgramServiceRevenueGrp/Desc2GRANTS
IRS990/ProgramServiceRevenueGrp/Desc3BOOKS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0406255
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt118660
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29941
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt32970
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0406255
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt118660
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29941
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt32970
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02919
IRS990/PYOtherExpensesAmt071684
IRS990/PYOtherRevenueAmt0795
IRS990/PYProgramServiceRevenueAmt0425455
IRS990/PYRevenuesLessExpensesAmt0121677
IRS990/PYSalariesCompEmpBnftPaidAmt0235808
IRS990/PYTotalExpensesAmt0307492
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0429169
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt088238
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0437826
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0788999
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0865003
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0625202
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0711739
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0308
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01508
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01816
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0357116
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-12234
IRS990ScheduleD/RevenueNotReportedAmt0-12234
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0445354
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. THE FUND'S RETURN IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATION EXPIRES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0308
IRS990ScheduleD/TotalExpensesPerForm990Amt0357116
IRS990ScheduleD/TotalRevenuePerForm990Amt0445354
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0433120
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0357116
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE FUND PUBLICIZES ITS RACIAL NONDISCRIMINATORY POLICY IN THE SCHOOL CATALOG WHICH IS DISTRIBUTED BY MAIL TO ALL AREAS IN THE COMMUNITIES SERVED.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0105252
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt059185
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt023072
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RICK GALE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0APPRENTICE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0187509
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES CONSISTS OF SIX MEMBERS: THREE UNION TRUSTEES SELECTED BY LOCAL 34 OF THE UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS AND THEIR ALTERNATES, AND THREE EMPLOYER TRUSTEES SELECTED BY MINNESOTA MECHANICAL CONTRACTORS ASSOCIATION AND THEIR ALTERNATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PROVIDED TO, REVIEWED, AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL TRUSTEES ARE REQUIRED TO ANNUALLY SIGN A STATEMENT WHICH AFFIRMS: THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAVE READ AND UNDERSTAND THE POLICY, HAVE AGREED TO COMPLY WITH THE POLICY, AND UNDERSTAND THE FUND IS TAX-EXEMPT AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND THE CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO LOCAL UNION MEMBERS AND APPRENTICES BUT NOT TO THE GENERAL PUBLIC. THESE DOCUMENTS CAN BE OBTAINED BY REQUEST AT THE FUND'S OFFICE IN ST. PAUL, MN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0788999
IRS990/TotalAssetsEOYAmt0865003
IRS990/TotalAssetsGrp/BOYAmt0788999
IRS990/TotalAssetsGrp/EOYAmt0865003
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt024
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt092690
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0264426
IRS990/TotalFunctionalExpensesGrp/TotalAmt0357116
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0788999
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0865003
IRS990/TotalOtherCompensationAmt082257
IRS990/TotalProgramServiceExpensesAmt0264426
IRS990/TotalProgramServiceRevenueAmt0437826
IRS990/TotalReportableCompFromOrgAmt0110477
IRS990/TotalRevenueGrp/ExclusionAmt07528
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0437826
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0445354
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0788999
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0865003
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt03084
IRS990/TravelGrp/TotalAmt03084
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.41$0.00$4.41$1.47$1.11$0.37
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$0.00$3.99$1.45$0.80$0.65
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.29$0.00$3.29$1.31$0.69$0.62
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$1.01$0.60$0.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.00$2.26$1.03$0.59$0.44
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$1.81$1.01$0.62$0.38
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.00$1.38$0.79$0.57$0.22
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.00$1.18$0.59$0.48$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.53$0.37$0.16
2015Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.45$0.36$0.09
2014Summary only. Only limited summary data is available for this year.$0.79$0.00$0.79$0.43$0.31$0.12
2013Summary only. Only limited summary data is available for this year.$0.65$0.00$0.65$0.36$0.28$0.07
2012Summary only. Only limited summary data is available for this year.$0.54$0.00$0.54$0.29$0.27$0.02
2011Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.27$0.27$0.01