Civic Intelligence

Plumbers and Pipefitters Lu 803 Joint Apprenticeship Fund

990 • Fiscal year 2022 • EIN 59-6227992

Aug 01, 2021 to Jul 31, 2022 • Filed on May 31, 2023

Organization ProfileN/A
8657 Baypine Road Building 5 200Jacksonville, FL 32256-8364

(904) 538-0100

Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

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

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

36th percentile

0.00x

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

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Net Margin

57th percentile

8.6%

Higher net margin than 57% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

49th percentile

$93,704

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 16.2% of source-year revenue.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Asset Growth

61st percentile

4.6%

Faster asset growth than 61% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

32nd percentile

-2.3%

Faster revenue growth than 32% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$1,178,664

Up $51,978 (+4.6%) from 2021

Net Assets

Up

$1,176,739

Up $50,053 (+4.4%) from 2021

Liabilities

Up

$1,925

Up $1,925 from 2021

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin57th percentile

Revenue

Down

$579,688

Down $13,789 (-2.3%) from 2021

Expenses

Up

$529,635

Up $51,757 (+11%) from 2021

Net Income

Down

$50,053

Down $65,546 (-57%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

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

$1.5M$1.0M$500K$0Assets 2010: $343,666Liabilities 2010: $0Net Assets 2010: $343,6662010Assets 2011: $441,254Liabilities 2011: $0Net Assets 2011: $441,2542011Assets 2012: $511,703Liabilities 2012: $0Net Assets 2012: $511,7032012Assets 2013: $570,955Liabilities 2013: $0Net Assets 2013: $570,9552013Assets 2014: $613,811Liabilities 2014: $2,473Net Assets 2014: $611,3382014Assets 2015: $685,890Liabilities 2015: $0Net Assets 2015: $685,8902015Assets 2016: $724,840Liabilities 2016: $0Net Assets 2016: $724,8402016Assets 2017: $759,912Liabilities 2017: $0Net Assets 2017: $759,9122017Assets 2018: $780,310Liabilities 2018: $0Net Assets 2018: $780,3102018Assets 2019: $863,316Liabilities 2019: $2,210Net Assets 2019: $861,1062019Assets 2020: $1,011,087Liabilities 2020: $0Net Assets 2020: $1,011,0872020Assets 2021: $1,126,686Liabilities 2021: $0Net Assets 2021: $1,126,6862021Assets 2022: $1,178,664Liabilities 2022: $1,925Net Assets 2022: $1,176,7392022Assets 2023: $1,158,095Liabilities 2023: $1,148Net Assets 2023: $1,156,9472023Assets 2024: $1,017,641Liabilities 2024: $109Net Assets 2024: $1,017,5322024

Highlighted filing

2022

Assets$1,178,664
Liabilities$1,925
Net Assets$1,176,739
Open 2022 Filing

Operations Trend

Revenue Growth32nd percentile

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

$1.0M$500K$0-$500KRevenue 2010: $490,358Expenses 2010: $506,288Net Income 2010: -$15,9302010Expenses 2011: $426,4522011Expenses 2012: $429,3872012Revenue 2013: $472,989Expenses 2013: $413,737Net Income 2013: $59,2522013Revenue 2014: $467,748Expenses 2014: $427,365Net Income 2014: $40,3832014Revenue 2015: $489,371Expenses 2015: $414,819Net Income 2015: $74,5522015Revenue 2016: $493,922Expenses 2016: $454,972Net Income 2016: $38,9502016Revenue 2017: $489,189Expenses 2017: $454,117Net Income 2017: $35,0722017Revenue 2018: $516,765Expenses 2018: $496,367Net Income 2018: $20,3982018Revenue 2019: $582,459Expenses 2019: $501,663Net Income 2019: $80,7962019Revenue 2020: $623,882Expenses 2020: $473,901Net Income 2020: $149,9812020Revenue 2021: $593,477Expenses 2021: $477,878Net Income 2021: $115,5992021Revenue 2022: $579,688Expenses 2022: $529,635Net Income 2022: $50,0532022Revenue 2023: $546,251Expenses 2023: $566,043Net Income 2023: -$19,7922023Revenue 2024: $569,400Expenses 2024: $708,815Net Income 2024: -$139,4152024

Highlighted filing

2022

Revenue$579,688
Expenses$529,635
Net Income$50,053
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
May 31, 2023
Return Version
2021v4.2
Gross Receipts
$1,294,365
Mission and Program Overview

Mission

APPRENTICE TRAINING

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,126,686$1,176,739▲ $50,053
Investments in Publicly Traded Securities$695,978$806,622▲ $110,644
Land, Buildings, and Equipment, Net$210,202$175,405▼ $34,797
Cash and Non-Interest-Bearing Accounts$220,506$144,065▼ $76,441
Savings and Temporary Cash Investments-$52,572-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,126,686$1,178,664▲ $51,978
Liabilities
Other Liabilities$0$1,925▲ $1,925
Total Liabilities$0$1,925▲ $1,925
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,126,686$1,176,739▲ $50,053
Total Liabilities and Net Assets / Fund Balance$1,126,686$1,178,664▲ $51,978

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$63,944$260,413$324,357
Equipment$111,461$114,480$225,941
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brandon ThomasTraining DirectorFT$40,995$52,709$93,704

Board Members and Trustees

NameTitle
Charles NewarkTrustee
Chris SimmonsTrustee
Jimmy PoffTrustee
Steve PatiryTrustee
Vince HemphillTrustee
Willie C GregoryTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$556,394
Investment Income
$19,637
Other Revenue
$3,657
Change in Net Assets
$50,053

Audited Revenue Reconciliation

Revenue per Audited Statements
$579,688
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$579,688
Total Revenue per Form 990
$579,688
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$283,037
Salaries, Compensation, and Employee Benefits$246,598
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$116,649
Occupancy---$109,650
Current Officers, Directors, Trustees, and Key Employees---$94,345
Depreciation Depletion---$36,836
Conferences and Meetings---$18,429
Other Employee Benefits---$14,872
Office Expenses---$13,777
Payroll Taxes---$12,974
Fees for Services Management---$12,000
Fees for Services Accounting---$10,500
Insurance---$9,965
Pension Plan Contributions---$7,758
Fees for Service Investment Mgmnt Fees---$4,378
Travel---$2,943
Other Expenses---$1,768
Fees for Services Legal---$1,574
Advertising---$250
Total Functional Expenses$0$0$0$529,635

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$529,635
Total Expenses per Audited Statements$529,635
Total Expenses per Form 990$529,635
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Withholdings Unremitted$1,925
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The fund does not have a segregated committee which acts on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is provided to the entire board of trustees prior to filing. After the board's review, the form is approved and filed.”

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

“The fund is required by the employee retirement income security act to disclose any conflicts of interest. The trustees monitor and enforce the fund's compliance with erisa with assistance from the fund's professionals.”

Form 990, Part VI, Section B, Line 15A

“The salary of the training director is annually reviewed and approved by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available upon request at the fund office.”

Form 990, Part VII, Section A, Columns D and F and Line 5

“The training director's salary and fringe benefits are initially paid by the plumbers afl-cio local union 803 under a common paymaster agreement and are reimbursed by the apprenticeship fund on a periodic basis. The training director's form w-2 is issued by plumbers and pipefitters local union 803.”

Filing and Contact Details

Filer

Filer Name
Plumbers and Pipefitters Lu 803
EIN
59-6227992
Phone
9045380100
Address
8657 BAYPINE ROAD BUILDING 5 200, JACKSONVILLE, FL 32256-8364

Signing Officer

Name
Willie C Gregory
Title
Trustee
Phone
9045380100
Signed
2023-05-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Willie C Gregory
Formed
1969
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
18
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR STE 700, WESTCHESTER, IL 60154
Preparer
Greg Wallenbecker
Phone
3123680500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The fund is required to evaluate its tax positions and disclose the amount of a tax liability if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix350 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND IS REQUIRED TO EVALUATE ITS TAX POSITIONS AND DISCLOSE THE AMOUNT OF A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0175405
IRS990ScheduleD/TotalExpensesPerForm990Amt0529635
IRS990ScheduleD/TotalLiabilityAmt01925
IRS990ScheduleD/TotalRevenuePerForm990Amt0579688
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0579688
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0529635
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FUND DOES NOT HAVE A SEGREGATED COMMITTEE WHICH ACTS ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. AFTER THE BOARD'S REVIEW, THE FORM IS APPROVED AND FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FUND IS REQUIRED BY THE EMPLOYEE RETIREMENT INCOME SECURITY ACT TO DISCLOSE ANY CONFLICTS OF INTEREST. THE TRUSTEES MONITOR AND ENFORCE THE FUND'S COMPLIANCE WITH ERISA WITH ASSISTANCE FROM THE FUND'S PROFESSIONALS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SALARY OF THE TRAINING DIRECTOR IS ANNUALLY REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE TRAINING DIRECTOR'S SALARY AND FRINGE BENEFITS ARE INITIALLY PAID BY THE PLUMBERS AFL-CIO LOCAL UNION 803 UNDER A COMMON PAYMASTER AGREEMENT AND ARE REIMBURSED BY THE APPRENTICESHIP FUND ON A PERIODIC BASIS. THE TRAINING DIRECTOR'S FORM W-2 IS ISSUED BY PLUMBERS AND PIPEFITTERS LOCAL UNION 803.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, SECTION A, COLUMNS D AND F AND LINE 5
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01126686
IRS990/TotalAssetsEOYAmt01178664
IRS990/TotalAssetsGrp/BOYAmt01126686
IRS990/TotalAssetsGrp/EOYAmt01178664
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/TotalAmt0529635
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt01925
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01925
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01126686
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01176739
IRS990/TotalOtherCompensationAmt052709
IRS990/TotalProgramServiceRevenueAmt0556394
IRS990/TotalReportableCompFromOrgAmt040995
IRS990/TotalRevenueGrp/ExclusionAmt023294
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0556394
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0579688
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01126686
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01178664
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt02943
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08657 BAYPINE ROAD BUILDING 5 200
IRS990/USAddress/CityNm0JACKSONVILLE
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd0322568364
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIE C GREGORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09045380100
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUMBERS AND PIPEFITTERS LU 803
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JOINT APPRENTICE TRAINING
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0596227992
ReturnHeader/Filer/PhoneNum09045380100
ReturnHeader/Filer/USAddress/AddressLine1Txt08657 BAYPINE ROAD BUILDING 5 200
ReturnHeader/Filer/USAddress/CityNm0JACKSONVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0322568364
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320043599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEGACY PROFESSIONALS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04 WESTBROOK CORPORATE CTR STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WESTCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060154
ReturnHeader/PreparerPersonGrp/PhoneNum03123680500
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREG WALLENBECKER
ReturnHeader/ReturnTs02023-05-31T13:34:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GREGORY
ReturnHeader/TaxPeriodBeginDt02021-08-01
ReturnHeader/TaxPeriodEndDt02022-07-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,178,664
Liabilities
$1,925
Net assets
$1,176,739
Revenue
$579,688
Expenses
$529,635
Net income
$50,053
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.57$0.71$0.14
2023Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.55$0.57$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.58$0.53$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.59$0.48$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.62$0.47$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$0.58$0.50$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.52$0.50$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.49$0.45$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.49$0.45$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.49$0.41$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.47$0.43$0.04
2013Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$0.47$0.41$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.43
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.44$0.00$0.44$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.34$0.00$0.34$0.49$0.51$0.02