Civic Intelligence

Plumbers Joint Apprenticeship & Education Committee

990 • Fiscal year 2016 • EIN 59-0812901

Apr 01, 2015 to Mar 31, 2016 • Filed on Feb 15, 2017

Organization Profile
14105 NW 58 CourtMiami Lakes, FL 33014

(305) 362-0519

Siviq Scores

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

Liabilities / Assets

36th percentile

0.01x

Higher debt load relative to assets than 36% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

34th percentile

0.01x

Higher debt load relative to revenue than 34% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

76th percentile

17%

Higher net margin than 76% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

83rd percentile

$85,057

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

80th percentile

22%

Faster asset growth than 80% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

82nd percentile

34%

Faster revenue growth than 82% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$565,744

Up $102,173 (+22%) from 2015

Net Assets

Up

$561,294

Up $97,743 (+21%) from 2015

Liabilities

Up

$4,450

Up $4,430 (+22150%) from 2015

Revenue And Expenses
Liabilities / Revenue34th percentileNet Margin76th percentile

Revenue

Up

$571,700

Up $144,878 (+34%) from 2015

Expenses

Up

$473,957

Up $43,428 (+10%) from 2015

Net Income

Up

$97,743

Up $101,450 (+2737%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$1.0M$500K$0Assets 2011: $554,441Liabilities 2011: $560Net Assets 2011: $553,8812011Assets 2012: $481,943Liabilities 2012: $1,273Net Assets 2012: $480,6702012Assets 2013: $516,770Liabilities 2013: $62Net Assets 2013: $516,7082013Assets 2014: $434,136Liabilities 2014: $71Net Assets 2014: $434,0652014Assets 2015: $463,571Liabilities 2015: $20Net Assets 2015: $463,5512015Assets 2016: $565,744Liabilities 2016: $4,450Net Assets 2016: $561,2942016Assets 2017: $659,109Liabilities 2017: $0Net Assets 2017: $659,1092017Assets 2018: $889,499Liabilities 2018: $260Net Assets 2018: $889,2392018Assets 2019: $991,342Liabilities 2019: $0Net Assets 2019: $991,3422019Assets 2020: $936,985Liabilities 2020: $0Net Assets 2020: $936,9852020Assets 2021: $986,814Liabilities 2021: $2,596Net Assets 2021: $984,2182021Assets 2022: $913,426Liabilities 2022: $0Net Assets 2022: $913,4262022Assets 2023: $844,385Liabilities 2023: $15,360Net Assets 2023: $829,0252023Assets 2024: $862,604Liabilities 2024: $11,441Net Assets 2024: $851,1632024Assets 2025: $809,040Liabilities 2025: $15,139Net Assets 2025: $793,9012025

Highlighted filing

2016

Assets$565,744
Liabilities$4,450
Net Assets$561,294
Open 2016 Filing

Operations Trend

Revenue Growth82nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $330,641Expenses 2011: $429,918Net Income 2011: -$99,2772011Revenue 2012: $337,873Expenses 2012: $411,084Net Income 2012: -$73,2112012Revenue 2013: $482,693Expenses 2013: $446,655Net Income 2013: $36,0382013Revenue 2014: $388,824Expenses 2014: $471,467Net Income 2014: -$82,6432014Revenue 2015: $426,822Expenses 2015: $430,529Net Income 2015: -$3,7072015Revenue 2016: $571,700Expenses 2016: $473,957Net Income 2016: $97,7432016Revenue 2017: $609,446Expenses 2017: $511,631Net Income 2017: $97,8152017Revenue 2018: $767,274Expenses 2018: $538,531Net Income 2018: $228,7432018Revenue 2019: $718,435Expenses 2019: $619,714Net Income 2019: $98,7212019Revenue 2020: $680,265Expenses 2020: $698,444Net Income 2020: -$18,1792020Revenue 2021: $541,966Expenses 2021: $545,028Net Income 2021: -$3,0622021Revenue 2022: $457,428Expenses 2022: $526,892Net Income 2022: -$69,4642022Revenue 2023: $559,833Expenses 2023: $644,234Net Income 2023: -$84,4012023Revenue 2024: $632,138Expenses 2024: $610,000Net Income 2024: $22,1382024Revenue 2025: $574,527Expenses 2025: $631,789Net Income 2025: -$57,2622025

Highlighted filing

2016

Revenue$571,700
Expenses$473,957
Net Income$97,743
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Feb 15, 2017
Return Version
2015v3.0
Gross Receipts
$571,700
Mission and Program Overview

Mission

The Fund provides education and training to apprentices and journeymen as provided by the collective bargaining agreement.

The Funds purpose is to provide training and education benefits to eligible participants under terms of a collective bargaining agreement between the various employers and the Plumbers Local Union 519.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$187,438$264,978▲ $77,540
Land, Buildings, and Equipment, Net$217,982$244,527▲ $26,545
Investments in Publicly Traded Securities$58,151$56,239▼ $1,912
Total Assets$463,571$565,744▲ $102,173
Liabilities
Accounts Payable and Accrued Expenses$20$4,450▲ $4,430
Total Liabilities$20$4,450▲ $4,430
Net Assets / Fund Balance
Unrestricted Net Assets$463,551$561,294▲ $97,743
Total Net Assets Fund Balance$463,551$561,294▲ $97,743
Total Liabilities and Net Assets / Fund Balance$463,571$565,744▲ $102,173

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$65,416$505,604$571,020
Equipment$117,046$160,957$231,468
Land$62,065-$85,721
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Phil Trucks JrDirectorFT$85,057$85,057

Board Members and Trustees

NameTitle
Wayne OrrUnion Trustee, Chairman
-Employer Trustee
Anthony MascaroEmployer Trustee
Todd StiffEmployer Trustee
Joseph MohkerUnion Trustee
Timothy RourkeUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$107,563
Program Service Revenue
$374,961
Investment Income
$-1,393
Other Revenue
$90,569
All Other Contributions
$10,063
Change in Net Assets
$97,743

Audited Revenue Reconciliation

Revenue per Audited Statements
$571,700
Total Revenue per Audited Statements
$571,700
Total Revenue per Form 990
$571,700
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$271,812
Other Expenses$202,145
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$66,107$33,800-$99,907
Current Officers, Directors, Trustees, and Key Employees$85,057--$85,057
Other Employee Benefits$55,216$15,194-$70,410
Other Expenses$56,296--$56,296
Travel$26,868$15,127-$41,995
Occupancy-$37,284-$37,284
Depreciation Depletion-$19,990-$19,990
Insurance-$17,726-$17,726
Payroll Taxes$13,211$3,227-$16,438
Office Expenses-$11,891-$11,891
Fees for Services Accounting-$10,644-$10,644
All Other Expenses-$5,620-$5,620
Advertising-$699-$699
Total Functional Expenses$302,755$171,202$0$473,957

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$473,957
Total Expenses per Audited Statements$473,957
Total Expenses per Form 990$473,957
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
Yes
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 B, Line 11B

“- The return is prepared by the Funds independent qualified public accountants which also perform an audit of the Funds books and records. The return is then provided to the Trustees for review and signature.”

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

“- The Fund is subject to ERISA and the Trustees conform to its regulations. Section 404 and 406 of ERISA contain strict fiduciary rules and conflicts of interest prohibitions. The Trustees monitor and enforce the Funds compliance with ERISA with the assistance of the Funds professionals.”

Form 990, Part VI, Section C, Line 19

“- As required by ERISA the Funds governing documents, policies, financial statements and tax returns are available upon written request to the Funds Administrator and requesting a copy.”

Filing and Contact Details

Filer

Filer Name
Plumbers Joint Apprenticeship & Training Trust Fund
EIN
59-0812901
Phone
3053620519
Address
14105 NW 58 Court, Miami Lakes, FL 33014

Signing Officer

Name
Jeffrey Penniston
Title
Business Manager
Signed
2017-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Penniston
Formed
1972
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
15

Preparer

Firm
LaPadula Carlson Co
Address
550 Biltmore Way Suite 1200, Coral Gables, FL 33134
Preparer
Sharon Carlson
Phone
3055299300
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“- The Fund uses The modified cash basis of accounting in which certain revenues and the related assets are recognized when received rather than when earned, certain expenses and the related liabilities are recognized when paid rather than when the obligation is incurred, and depreciation is recorded on capitalized assets.”

Raw XML Appendix387 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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt020
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04450
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0The Funds purpose is to provide training and education benefits to eligible participants under terms of a collective bargaining agreement between the various employers and the Plumbers Local Union 519.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0699
IRS990/AdvertisingGrp/TotalAmt0699
IRS990/AllOtherContributionsAmt010063
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt05620
IRS990/AllOtherExpensesGrp/TotalAmt05620
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Joe Fernandez
IRS990/BooksInCareOfDetail/PhoneNum03053620519
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt014105 NW 58th Court
IRS990/BooksInCareOfDetail/USAddress/CityNm0Miami Lakes
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033014
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt085057
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt085057
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0107563
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-1393
IRS990/CYOtherExpensesAmt0202145
IRS990/CYOtherRevenueAmt090569
IRS990/CYProgramServiceRevenueAmt0374961
IRS990/CYRevenuesLessExpensesAmt097743
IRS990/CYSalariesCompEmpBnftPaidAmt0271812
IRS990/CYTotalExpensesAmt0473957
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0571700
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt019990
IRS990/DepreciationDepletionGrp/TotalAmt019990
IRS990/Desc0Education and training benefits
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt015
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0302755
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010644
IRS990/FeesForServicesAccountingGrp/TotalAmt010644
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt0040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt4001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt5001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt6001.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0Jeffrey Penniston
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/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0Phil Trucks Jr
IRS990/Form990PartVIISectionAGrp/PersonNm1Wayne Orr
IRS990/Form990PartVIISectionAGrp/PersonNm2Todd Stiff
IRS990/Form990PartVIISectionAGrp/PersonNm3Anthony Mascaro
IRS990/Form990PartVIISectionAGrp/PersonNm4Timothy Rourke
IRS990/Form990PartVIISectionAGrp/PersonNm5Joseph Mohker
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt085057
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Union Trustee, Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Employer Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Employer Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Union Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Union Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Employer Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt097500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0571700
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt017726
IRS990/InsuranceGrp/TotalAmt017726
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0-1393
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0-1393
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt058151
IRS990/InvestmentsPubTradedSecGrp/EOYAmt056239
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0643682
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0217982
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0244527
IRS990/LandBldgEquipCostOrOtherBssAmt0888209
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The Fund provides education and training to apprentices and journeymen as provided by the collective bargaining agreement.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0463551
IRS990/NetAssetsOrFundBalancesEOYAmt0561294
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt037284
IRS990/OccupancyGrp/TotalAmt037284
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011891
IRS990/OfficeExpensesGrp/TotalAmt011891
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt015194
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt055216
IRS990/OtherEmployeeBenefitsGrp/TotalAmt070410
IRS990/OtherExpensesGrp/Desc0Training supplies
IRS990/OtherExpensesGrp/ProgramServicesAmt056296
IRS990/OtherExpensesGrp/TotalAmt056296
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Other income
IRS990/OtherRevenueMiscGrp/Desc1Reimbursed expenses
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt014463
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt176106
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt014463
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt176106
IRS990/OtherRevenueTotalAmt090569
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt033800
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt066107
IRS990/OtherSalariesAndWagesGrp/TotalAmt099907
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03227
IRS990/PayrollTaxesGrp/ProgramServicesAmt013211
IRS990/PayrollTaxesGrp/TotalAmt016438
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Jeff Penniston
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/Desc1School Course Income
IRS990/ProgramServiceRevenueGrp/Desc2Book Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0345347
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt118682
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt210932
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0345347
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt118682
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210932
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt090750
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt03532
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0175951
IRS990/PYOtherRevenueAmt086409
IRS990/PYProgramServiceRevenueAmt0246131
IRS990/PYRevenuesLessExpensesAmt0-3707
IRS990/PYSalariesCompEmpBnftPaidAmt0254578
IRS990/PYTotalExpensesAmt0430529
IRS990/PYTotalRevenueAmt0426822
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt097743
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0187438
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0264978
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt065416
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0505604
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0571020
IRS990ScheduleD/EquipmentGrp/BookValueAmt0117046
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0160957
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0231468
IRS990ScheduleD/ExpensesSubtotalAmt0473957
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt062065
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt085721
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueSubtotalAmt0571700
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0244527
IRS990ScheduleD/TotalExpensesPerForm990Amt0473957
IRS990ScheduleD/TotalRevenuePerForm990Amt0571700
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0571700
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0473957
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0- The Fund receives performance-based subsidies from the Miami-Dade County School Board.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc06a
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0- The return is prepared by the Funds independent qualified public accountants which also perform an audit of the Funds books and records. The return is then provided to the Trustees for review and signature.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1- The Fund is subject to ERISA and the Trustees conform to its regulations. Section 404 and 406 of ERISA contain strict fiduciary rules and conflicts of interest prohibitions. The Trustees monitor and enforce the Funds compliance with ERISA with the assistance of the Funds professionals.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2- As required by ERISA the Funds governing documents, policies, financial statements and tax returns are available upon written request to the Funds Administrator and requesting a copy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3- The Fund uses The modified cash basis of accounting in which certain revenues and the related assets are recognized when received rather than when earned, certain expenses and the related liabilities are recognized when paid rather than when the obligation is incurred, and depreciation is recorded on capitalized assets.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XII, Line 1
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0463571
IRS990/TotalAssetsEOYAmt0565744
IRS990/TotalAssetsGrp/BOYAmt0463571
IRS990/TotalAssetsGrp/EOYAmt0565744
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0107563
IRS990/TotalEmployeeCnt015
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0171202
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0302755
IRS990/TotalFunctionalExpensesGrp/TotalAmt0473957
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt020
IRS990/TotalLiabilitiesEOYAmt04450
IRS990/TotalLiabilitiesGrp/BOYAmt020
IRS990/TotalLiabilitiesGrp/EOYAmt04450
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0463551
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0561294
IRS990/TotalProgramServiceExpensesAmt0302755
IRS990/TotalProgramServiceRevenueAmt0374961
IRS990/TotalReportableCompFromOrgAmt085057
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0464137
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0571700
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0463571
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0565744
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/ManagementAndGeneralAmt015127
IRS990/TravelGrp/ProgramServicesAmt026868
IRS990/TravelGrp/TotalAmt041995
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0463551
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0561294
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt014105 NW 58 Court
IRS990/USAddress/CityNm0Miami
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd033014
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffrey Penniston
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Business Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Plumbers Joint Apprenticeship & Training Trust Fund
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0590812901
ReturnHeader/Filer/PhoneNum03053620519
ReturnHeader/Filer/USAddress/AddressLine1Txt014105 NW 58 Court
ReturnHeader/Filer/USAddress/CityNm0Miami Lakes
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033014
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LaPadula Carlson Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0550 Biltmore Way Suite 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Coral Gables
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033134
ReturnHeader/PreparerPersonGrp/PhoneNum03055299300
ReturnHeader/PreparerPersonGrp/PreparationDt02017-02-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sharon Carlson
ReturnHeader/ReturnTs02017-02-15T12:05:29-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$565,744
Liabilities
$4,450
Net assets
$561,294
Revenue
$571,700
Expenses
$473,957
Net income
$97,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.09$0.15$7.94$5.75$6.32$0.57
2024Detailed filing. Detailed filing data is available for this year.$8.63$0.11$8.51$6.32$6.10$0.22
2023Detailed filing. Detailed filing data is available for this year.$8.44$0.15$8.29$5.60$6.44$0.84
2022Detailed filing. Detailed filing data is available for this year.$9.13$0.00$9.13$4.57$5.27$0.69
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.87$0.03$9.84$5.42$5.45$0.03
2020Detailed filing. Detailed filing data is available for this year.$9.37$0.00$9.37$6.80$6.98$0.18
2019Detailed filing. Detailed filing data is available for this year.$9.91$0.00$9.91$7.18$6.20$0.99
2018Detailed filing. Detailed filing data is available for this year.$8.89$0.00$8.89$7.67$5.39$2.29
2017Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$6.09$5.12$0.98
2016Detailed filing. Detailed filing data is available for this year.$5.66$0.04$5.61$5.72$4.74$0.98
2015Summary only. Only limited summary data is available for this year.$4.64$0.00$4.64$4.27$4.31$0.04
2014Summary only. Only limited summary data is available for this year.$4.34$0.00$4.34$3.89$4.71$0.83
2013Summary only. Only limited summary data is available for this year.$5.17$0.00$5.17$4.83$4.47$0.36
2012Summary only. Only limited summary data is available for this year.$4.82$0.01$4.81$3.38$4.11$0.73
2011Summary only. Only limited summary data is available for this year.$5.54$0.01$5.54$3.31$4.30$0.99