Civic Intelligence

Plumbers Joint Apprenticeship & Education Committee

990 • Fiscal year 2017 • EIN 59-0812901

Apr 01, 2016 to Mar 31, 2017 • Filed on Feb 15, 2018

14105 NW 58 CourtMiami Lakes, FL 33014

(305) 822-9411

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

73rd percentile

$63,504

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 10.4% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

74th percentile

17%

Faster asset growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

54th percentile

6.6%

Faster revenue growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$659,109

Up $93,365 (+17%) from 2016

Net Assets

Up

$659,109

Up $97,815 (+17%) from 2016

Liabilities

Down

$0

Down $4,450 (-100%) from 2016

Revenue

Up

$609,446

Up $37,746 (+6.6%) from 2016

Expenses

Up

$511,631

Up $37,674 (+7.9%) from 2016

Net Income

Up

$97,815

Up $72 (+0.1%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$659,109
Liabilities$0
Net Assets$659,109

Operations Trend

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

2017

Revenue$609,446
Expenses$511,631
Net Income$97,815
Jump To
Filing Snapshot
Filing Period
Apr 1, 2016 to Mar 31, 2017
Signed
Feb 15, 2018
Return Version
2016v3.0
Gross Receipts
$609,446
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
Land, Buildings, and Equipment, Net$244,527$226,689▼ $17,838
Investments in Publicly Traded Securities$56,239$205,918▲ $149,679
Savings and Temporary Cash Investments$264,978$124,729▼ $140,249
Cash and Non-Interest-Bearing Accounts-$92,004-
Total Assets$565,744$659,109▲ $93,365
Other Assets Total-$9,769-
Liabilities
Accounts Payable and Accrued Expenses$4,450--
Total Liabilities$4,450$0▼ $4,450
Net Assets / Fund Balance
Unrestricted Net Assets$561,294$659,109▲ $97,815
Total Net Assets Fund Balance$561,294$659,109▲ $97,815
Total Liabilities and Net Assets / Fund Balance$565,744$659,109▲ $93,365

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$61,263$527,935$580,109
Equipment$103,361$155,107$244,968
Land$62,065-$85,721
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Phil Trucks JrUnion Trustee, Chairman-$63,504$63,504
Phil Trucks JrDirectorFT$20,736$20,736

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$104,500
Program Service Revenue
$425,744
Investment Income
$9,850
Other Revenue
$69,352
Change in Net Assets
$97,815

Audited Revenue Reconciliation

Revenue per Audited Statements
$609,446
Total Revenue per Audited Statements
$609,446
Total Revenue per Form 990
$609,446
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$274,066
Other Expenses$237,565
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$72,183$35,360-$107,543
Current Officers, Directors, Trustees, and Key Employees$84,240--$84,240
Other Employee Benefits$51,883$16,272-$68,155
Other Expenses$56,182--$56,182
Travel$34,428$15,307-$49,735
Depreciation Depletion-$40,426-$40,426
Occupancy-$39,072-$39,072
Insurance-$21,092-$21,092
Payroll Taxes$10,670$3,458-$14,128
Office Expenses-$13,623-$13,623
Fees for Services Accounting-$11,012-$11,012
All Other Expenses-$5,474-$5,474
Advertising-$949-$949
Total Functional Expenses$309,586$202,045$0$511,631

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$511,631
Total Expenses per Audited Statements$511,631
Total Expenses per Form 990$511,631
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
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
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 & Education Committee
EIN
59-0812901
Phone
3058229411
Address
14105 NW 58 Court, Miami Lakes, FL 33014

Signing Officer

Name
Joe Fernandez Jr
Title
Business Manager
Signed
2018-02-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Fernandez Jr
Formed
1972
Legal Domicile
Fl
Voting Board Members
7
Independent Board Members
7
Employees
20

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 AppendixShowing 400 of 437 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/BOYAmt04450
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/ManagementAndGeneralAmt0949
IRS990/AdvertisingGrp/TotalAmt0949
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt05474
IRS990/AllOtherExpensesGrp/TotalAmt05474
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
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/CashNonInterestBearingGrp/EOYAmt092004
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt084240
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt084240
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0104500
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt09850
IRS990/CYOtherExpensesAmt0237565
IRS990/CYOtherRevenueAmt069352
IRS990/CYProgramServiceRevenueAmt0425744
IRS990/CYRevenuesLessExpensesAmt097815
IRS990/CYSalariesCompEmpBnftPaidAmt0274066
IRS990/CYTotalExpensesAmt0511631
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0609446
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt040426
IRS990/DepreciationDepletionGrp/TotalAmt040426
IRS990/Desc0Education and training benefits
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt020
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0309586
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011012
IRS990/FeesForServicesAccountingGrp/TotalAmt011012
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/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt0040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt3001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt4001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt5001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt6001.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt7040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt8001.00
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/AverageHoursPerWeekRt7040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt8001.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0Joe Fernandez Jr
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd1X
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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
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/OtherCompensationAmt80
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/PersonNm6Jeffrey Penniston
IRS990/Form990PartVIISectionAGrp/PersonNm7Jeffrey Penniston
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt020736
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt763504
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
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/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/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Chairman
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt0104500
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0609446
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt021092
IRS990/InsuranceGrp/TotalAmt021092
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt09850
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09850
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt056239
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0205918
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0684109
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0244527
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0226689
IRS990/LandBldgEquipCostOrOtherBssAmt0910798
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/NetAssetsOrFundBalancesBOYAmt0561294
IRS990/NetAssetsOrFundBalancesEOYAmt0659109
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt039072
IRS990/OccupancyGrp/TotalAmt039072
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013623
IRS990/OfficeExpensesGrp/TotalAmt013623
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt09769
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016272
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt051883
IRS990/OtherEmployeeBenefitsGrp/TotalAmt068155
IRS990/OtherExpensesGrp/Desc0Training supplies
IRS990/OtherExpensesGrp/ProgramServicesAmt056182
IRS990/OtherExpensesGrp/TotalAmt056182
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Other income
IRS990/OtherRevenueMiscGrp/Desc1Reimbursed expenses
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010649
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt158703
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010649
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt158703
IRS990/OtherRevenueTotalAmt069352
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt035360
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt072183
IRS990/OtherSalariesAndWagesGrp/TotalAmt0107543
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03458
IRS990/PayrollTaxesGrp/ProgramServicesAmt010670
IRS990/PayrollTaxesGrp/TotalAmt014128
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Joe Fernandez Jr
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/RelatedOrExemptFuncIncomeAmt0404329
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110834
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt210581
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0404329
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110834
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt210581
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0107563
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0-1393
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0202145
IRS990/PYOtherRevenueAmt090569
IRS990/PYProgramServiceRevenueAmt0374961
IRS990/PYRevenuesLessExpensesAmt097743
IRS990/PYSalariesCompEmpBnftPaidAmt0271812
IRS990/PYTotalExpensesAmt0473957
IRS990/PYTotalRevenueAmt0571700
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt097815
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0264978
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0124729
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt061263
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0527935
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0580109
IRS990ScheduleD/EquipmentGrp/BookValueAmt0103361
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0155107
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0244968
IRS990ScheduleD/ExpensesSubtotalAmt0511631
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/RevenueSubtotalAmt0609446
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0226689
IRS990ScheduleD/TotalExpensesPerForm990Amt0511631
IRS990ScheduleD/TotalRevenuePerForm990Amt0609446
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0609446
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0511631
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/ExplanationTxt0The Fund receives performance-based subsidies from the Miami-Dade County School Board.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc06a
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt063504
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Phil Trucks Jr
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Jeffrey Penniston
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Union Trustee, Chairman
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt063504
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SubstantiationRequiredInd0true
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
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/TotalAssetsBOYAmt0565744
IRS990/TotalAssetsEOYAmt0659109
IRS990/TotalAssetsGrp/BOYAmt0565744
IRS990/TotalAssetsGrp/EOYAmt0659109
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0104500
IRS990/TotalEmployeeCnt020
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0202045
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0309586
IRS990/TotalFunctionalExpensesGrp/TotalAmt0511631
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04450
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt04450
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0561294
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0659109
IRS990/TotalProgramServiceExpensesAmt0309586
IRS990/TotalProgramServiceRevenueAmt0425744
IRS990/TotalReportableCompFromOrgAmt084240
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0504946
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0609446
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0565744
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0659109
IRS990/TravelGrp/ManagementAndGeneralAmt015307
IRS990/TravelGrp/ProgramServicesAmt034428
IRS990/TravelGrp/TotalAmt049735
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0561294
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0659109
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt014105 NW 58 Court
IRS990/USAddress/CityNm0Miami
IRS990/USAddress/StateAbbreviationCd0FL

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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