Civic Intelligence

Plumbers & Pipefitters Local Union No 630 Jt Apprentice & Training Trust Fu

990 • Fiscal year 2021 • EIN 59-0871439

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 25, 2022

Organization ProfileN/A
1800 Longwood RdWest Palm Beach, FL 33409-6424

(561) 686-4233

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

19th percentile

-5.5%

Higher net margin than 19% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$105,316

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

15th percentile

-4.0%

Faster asset growth than 15% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

19th percentile

-11%

Faster revenue growth than 19% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$2,509,803

Down $104,763 (-4.0%) from 2020

Net Assets

Down

$2,509,803

Down $104,606 (-4.0%) from 2020

Liabilities

Down

$0

Down $157 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin19th percentile

Revenue

Down

$1,141,437

Down $147,370 (-11%) from 2020

Expenses

Up

$1,203,943

Up $84,994 (+7.6%) from 2020

Net Income

Down

-$62,506

Down $232,364 (-137%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth15th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,035,766Liabilities 2011: $0Net Assets 2011: $1,035,7662011Assets 2012: $1,375,298Liabilities 2012: $0Net Assets 2012: $1,375,2982012Assets 2013: $1,584,724Liabilities 2013: $0Net Assets 2013: $1,584,7242013Assets 2014: $1,101,365Liabilities 2014: $0Net Assets 2014: $1,101,3652014Assets 2015: $1,128,019Liabilities 2015: $0Net Assets 2015: $1,128,0192015Assets 2016: $1,488,272Liabilities 2016: $0Net Assets 2016: $1,488,2722016Assets 2017: $2,130,723Liabilities 2017: $0Net Assets 2017: $2,130,7232017Assets 2018: $2,169,915Liabilities 2018: $0Net Assets 2018: $2,169,9152018Assets 2019: $2,385,642Liabilities 2019: $156Net Assets 2019: $2,385,4862019Assets 2020: $2,614,566Liabilities 2020: $157Net Assets 2020: $2,614,4092020Assets 2021: $2,509,803Liabilities 2021: $0Net Assets 2021: $2,509,8032021Assets 2022: $2,289,354Liabilities 2022: $0Net Assets 2022: $2,289,3542022Assets 2023: $2,320,021Liabilities 2023: $9,655Net Assets 2023: $2,310,3662023Assets 2024: $2,315,909Liabilities 2024: $6,168Net Assets 2024: $2,309,7412024

Highlighted filing

2021

Assets$2,509,803
Liabilities$0
Net Assets$2,509,803
Open 2021 Filing

Operations Trend

Revenue Growth19th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,009,843Expenses 2011: $821,702Net Income 2011: $188,1412011Revenue 2012: $1,541,829Expenses 2012: $1,221,777Net Income 2012: $320,0522012Revenue 2013: $1,934,918Expenses 2013: $1,719,055Net Income 2013: $215,8632013Revenue 2014: $672,377Expenses 2014: $1,152,227Net Income 2014: -$479,8502014Revenue 2015: $691,923Expenses 2015: $655,912Net Income 2015: $36,0112015Revenue 2016: $1,034,539Expenses 2016: $688,117Net Income 2016: $346,4222016Revenue 2017: $1,163,846Expenses 2017: $816,310Net Income 2017: $347,5362017Revenue 2018: $1,185,278Expenses 2018: $1,106,719Net Income 2018: $78,5592018Revenue 2019: $1,296,757Expenses 2019: $1,130,534Net Income 2019: $166,2232019Revenue 2020: $1,288,807Expenses 2020: $1,118,949Net Income 2020: $169,8582020Revenue 2021: $1,141,437Expenses 2021: $1,203,943Net Income 2021: -$62,5062021Revenue 2022: $1,188,472Expenses 2022: $1,242,087Net Income 2022: -$53,6152022Revenue 2023: $1,441,031Expenses 2023: $1,372,468Net Income 2023: $68,5632023Revenue 2024: $1,444,113Expenses 2024: $1,457,747Net Income 2024: -$13,6342024

Highlighted filing

2021

Revenue$1,141,437
Expenses$1,203,943
Net Income-$62,506
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 25, 2022
Return Version
2020v4.2
Gross Receipts
$1,141,437
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 630.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,798,179$1,787,655▼ $10,524
Land, Buildings, and Equipment, Net$447,141$443,056▼ $4,085
Cash and Non-Interest-Bearing Accounts$367,246$277,092▼ $90,154
Total Assets$2,614,566$2,509,803▼ $104,763
Other Assets Total$2,000$2,000→ $0
Liabilities
Other Liabilities$157--
Total Liabilities$157$0▼ $157
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,614,409$2,509,803▼ $104,606
Total Net Assets Fund Balance$2,614,409$2,509,803▼ $104,606
Total Liabilities and Net Assets / Fund Balance$2,614,566$2,509,803▼ $104,763

Asset Categories

AssetBook ValueDepreciationBasis
Buildings-$631,580$631,580
Equipment$67,509$269,845$337,354
Leasehold Improvements$260,955$46,981$307,936
Other Land Buildings$40,202$103,170$143,372
Land$74,390-$74,390
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Christopher GrigsbyDirectorFT$105,316$105,316

Board Members and Trustees

NameTitle
Derek BackTrustee
Mark WoodardTrustee
Marty WelchTrustee
Steve StriplingTrustee
Danny BarnesSec/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$240,800
Program Service Revenue
$805,439
Investment Income
$46,352
Other Revenue
$48,846
Change in Net Assets
$-62,506

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,126,707
Revenue Not Reported on Financial Statements
$14,730
Revenue Not Reported on Form 990
$-42,100
Total Revenue per Audited Statements
$1,084,607
Total Revenue per Form 990
$1,141,437
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$632,858
Other Expenses$571,085
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$343,243--$343,243
Other Expenses$151,688--$151,688
Occupancy$111,558--$111,558
Other Employee Benefits$105,908--$105,908
Current Officers, Directors, Trustees, and Key Employees$105,316--$105,316
Depreciation Depletion$66,588--$66,588
Pension Plan Contributions$43,019--$43,019
Payroll Taxes$35,372--$35,372
Office Expenses$18,047--$18,047
Fees for Services Accounting$16,016--$16,016
Insurance$14,733--$14,733
Fees for Service Investment Mgmnt Fees$14,730--$14,730
All Other Expenses$8,547--$8,547
Travel$7,447--$7,447
Advertising$2,887--$2,887
Conferences and Meetings$2,721--$2,721
Total Functional Expenses$1,203,943$0$0$1,203,943

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,203,943
Expenses per Audited Statements$1,189,213
Total Expenses per Audited Statements$1,189,213
Expenses Not Reported on Financial Statements$14,730
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-
Assessment-
Market Recovery-
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 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 enfore the Funds compliance with ERISA with the assistance of the Funds professionals.”

Form 990, Part VI, Section C, Line 19

“The Board of Trustees determine all wages per the Collective Bargaining Agreement.”

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.”

Filing and Contact Details

Filer

Filer Name
Plumbers and Pipefitters Local Apprentice and Training Trust Fund
EIN
59-0871439
Phone
5616864233
Address
1800 Longwood Rd, West Palm Beach, FL 33409-6424

Signing Officer

Name
Christopher Grigsby
Title
Trustee
Signed
2022-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dennis Parker
Formed
1990
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
4
Employees
26

Preparer

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

Financial Statement Notes

X 2

“The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of June 30, 2021, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements.”

XI 2A

“Change in fair value of investments”

XI 4A

“Investment Manager Fees”

XII 4A

“Investment Manager Fees”

Raw XML Appendix384 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/AccountantCompileOrReviewInd0false
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 630.
IRS990/AdvertisingGrp/ProgramServicesAmt02887
IRS990/AdvertisingGrp/TotalAmt02887
IRS990/AllOtherExpensesGrp/ProgramServicesAmt08547
IRS990/AllOtherExpensesGrp/TotalAmt08547
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Dennis Parker
IRS990/BooksInCareOfDetail/PhoneNum05616864233
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01800 Longwood Rd
IRS990/BooksInCareOfDetail/USAddress/CityNm0West Palm Beach
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd033409
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0367246
IRS990/CashNonInterestBearingGrp/EOYAmt0277092
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0105316
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0105316
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt02721
IRS990/ConferencesMeetingsGrp/TotalAmt02721
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0240800
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt046352
IRS990/CYOtherExpensesAmt0571085
IRS990/CYOtherRevenueAmt048846
IRS990/CYProgramServiceRevenueAmt0805439
IRS990/CYRevenuesLessExpensesAmt0-62506
IRS990/CYSalariesCompEmpBnftPaidAmt0632858
IRS990/CYTotalExpensesAmt01203943
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01141437
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt066588
IRS990/DepreciationDepletionGrp/TotalAmt066588
IRS990/Desc0Education, training and administrative expenses.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt026
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt01203943
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt016016
IRS990/FeesForServicesAccountingGrp/TotalAmt016016
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt014730
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt014730
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
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/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Christopher Grigsby
IRS990/Form990PartVIISectionAGrp/PersonNm1Danny Barnes
IRS990/Form990PartVIISectionAGrp/PersonNm2Steve Stripling
IRS990/Form990PartVIISectionAGrp/PersonNm3Mark Woodard
IRS990/Form990PartVIISectionAGrp/PersonNm4Derek Back
IRS990/Form990PartVIISectionAGrp/PersonNm5Marty Welch
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0105316
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1Sec/Treas
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GovernmentGrantsAmt0240800
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt01141437
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ProgramServicesAmt014733
IRS990/InsuranceGrp/TotalAmt014733
IRS990/InterestGrp/TotalAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt046352
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01798179
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01787655
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01051576
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0447141
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0443056
IRS990/LandBldgEquipCostOrOtherBssAmt01494632
IRS990/LegalDomicileStateCd0FL
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt048846
IRS990/MissionDesc0The Fund provides education and training to apprentices and journeymen as provided by the collective bargaining agreement.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02614409
IRS990/NetAssetsOrFundBalancesEOYAmt02509803
IRS990/NetUnrlzdGainsLossesInvstAmt0-42100
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02614409
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02509803
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0111558
IRS990/OccupancyGrp/TotalAmt0111558
IRS990/OfficeExpensesGrp/ProgramServicesAmt018047
IRS990/OfficeExpensesGrp/TotalAmt018047
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02000
IRS990/OtherAssetsTotalGrp/EOYAmt02000
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0105908
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0105908
IRS990/OtherExpensesGrp/Desc0Per Capita
IRS990/OtherExpensesGrp/Desc1Training Supplies
IRS990/OtherExpensesGrp/ProgramServicesAmt0156123
IRS990/OtherExpensesGrp/ProgramServicesAmt1151688
IRS990/OtherExpensesGrp/TotalAmt0156123
IRS990/OtherExpensesGrp/TotalAmt1151688
IRS990/OtherLiabilitiesGrp/BOYAmt0157
IRS990/OtherRevenueTotalAmt048846
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0343243
IRS990/OtherSalariesAndWagesGrp/TotalAmt0343243
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt035372
IRS990/PayrollTaxesGrp/TotalAmt035372
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt043019
IRS990/PensionPlanContributionsGrp/TotalAmt043019
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Dennis Parker
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0805439
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0275200
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt038043
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0596354
IRS990/PYProgramServiceRevenueAmt0975564
IRS990/PYRevenuesLessExpensesAmt0169858
IRS990/PYSalariesCompEmpBnftPaidAmt0522595
IRS990/PYTotalExpensesAmt01118949
IRS990/PYTotalRevenueAmt01288807
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-62506
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0631580
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0631580
IRS990ScheduleD/EquipmentGrp/BookValueAmt067509
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0269845
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0337354
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt014730
IRS990ScheduleD/ExpensesSubtotalAmt01189213
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt014730
IRS990ScheduleD/InvestmentExpensesNotIncldAmt014730
IRS990ScheduleD/LandGrp/BookValueAmt074390
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt074390
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0260955
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt046981
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0307936
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-42100
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt040202
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0103170
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0143372
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Assessment
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Market Recovery
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueNotReportedAmt0-42100
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt014730
IRS990ScheduleD/RevenueSubtotalAmt01126707
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Trustees have evaluated the tax positions taken by the Fund and have concluded that as of June 30, 2021, there are no uncertain positions taken or expected to be taken, that would require the recognition of a liability or asset or disclosure in the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Change in fair value of investments
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Investment Manager Fees
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Investment Manager Fees
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0X 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1XI 2a
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2XI 4a
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3XII 4a
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0443056
IRS990ScheduleD/TotalExpensesPerForm990Amt01203943
IRS990ScheduleD/TotalRevenuePerForm990Amt01141437
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01084607
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01189213
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/MaintainScholarshipsRecsInd0false
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The Fund receives the subsidies from the School Board of Broward County through Florida Training Services, Inc., an affiliated entity.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc06a
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 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 enfore the Funds compliance with ERISA with the assistance of the Funds professionals.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Trustees determine all wages per the Collective Bargaining Agreement.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The 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/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 11b
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02614566
IRS990/TotalAssetsEOYAmt02509803
IRS990/TotalAssetsGrp/BOYAmt02614566
IRS990/TotalAssetsGrp/EOYAmt02509803
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0240800
IRS990/TotalEmployeeCnt026
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01203943
IRS990/TotalFunctionalExpensesGrp/TotalAmt01203943
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0157
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt0157
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02614409
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02509803
IRS990/TotalProgramServiceExpensesAmt01203943
IRS990/TotalProgramServiceRevenueAmt0805439
IRS990/TotalReportableCompFromOrgAmt0105316
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01141437
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02614566
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02509803
IRS990/TravelGrp/ProgramServicesAmt07447
IRS990/TravelGrp/TotalAmt07447
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01800 Longwood Rd
IRS990/USAddress/CityNm0West Palm Beach
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd0334096424
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Christopher Grigsby
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Plumbers and Pipefitters Local Apprentice and Training Trust Fund
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0590871439
ReturnHeader/Filer/PhoneNum05616864233
ReturnHeader/Filer/USAddress/AddressLine1Txt01800 Longwood Rd
ReturnHeader/Filer/USAddress/CityNm0West Palm Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0334096424
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/PreparationDt02022-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sharon Carlson
ReturnHeader/ReturnTs02022-04-25T11:22:56-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Dennis
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Parker
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,509,803
Liabilities
$0
Net assets
$2,509,803
Revenue
$1,141,437
Expenses
$1,203,943
Net income
-$62,506
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.32$0.01$2.31$1.44$1.46$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.32$0.01$2.31$1.44$1.37$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$1.19$1.24$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$1.14$1.20$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$1.29$1.12$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$1.30$1.13$0.17
2018Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$1.19$1.11$0.08
2017Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$1.16$0.82$0.35
2016Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$1.03$0.69$0.35
2015Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.69$0.66$0.04
2014Summary only. Only limited summary data is available for this year.$1.10$0.00$1.10$0.67$1.15$0.48
2013Summary only. Only limited summary data is available for this year.$1.58$0.00$1.58$1.93$1.72$0.22
2012Summary only. Only limited summary data is available for this year.$1.38$0.00$1.38$1.54$1.22$0.32
2011Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$1.01$0.82$0.19