Civic Intelligence

Plumbers and Pipefitters Lu 803 Joint Apprenticeship Fund

990 • Fiscal year 2023 • EIN 59-6227992

Aug 01, 2022 to Jul 31, 2023 • Filed on May 02, 2024

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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Net Margin

23rd percentile

-3.6%

Higher net margin than 23% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

52nd percentile

$103,136

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 18.9% of source-year revenue.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Asset Growth

23rd percentile

-1.7%

Faster asset growth than 23% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

20th percentile

-5.8%

Faster revenue growth than 20% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,158,095

Down $20,569 (-1.7%) from 2022

Net Assets

Down

$1,156,947

Down $19,792 (-1.7%) from 2022

Liabilities

Down

$1,148

Down $777 (-40%) from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin23rd percentile

Revenue

Down

$546,251

Down $33,437 (-5.8%) from 2022

Expenses

Up

$566,043

Up $36,408 (+6.9%) from 2022

Net Income

Down

-$19,792

Down $69,845 (-140%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2023

Assets$1,158,095
Liabilities$1,148
Net Assets$1,156,947
Open 2023 Filing

Operations Trend

Revenue Growth20th 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

2023

Revenue$546,251
Expenses$566,043
Net Income-$19,792
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2022 to Jul 31, 2023
Signed
May 2, 2024
Return Version
2022v5.0
Gross Receipts
$546,251
Mission and Program Overview

Mission

APPRENTICE TRAINING

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,176,739$1,156,947▼ $19,792
Investments in Publicly Traded Securities$806,622$830,651▲ $24,029
Land, Buildings, and Equipment, Net$175,405$148,988▼ $26,417
Cash and Non-Interest-Bearing Accounts$144,065$121,703▼ $22,362
Savings and Temporary Cash Investments$52,572$56,753▲ $4,181
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,178,664$1,158,095▼ $20,569
Liabilities
Other Liabilities$1,925$1,148▼ $777
Total Liabilities$1,925$1,148▼ $777
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,176,739$1,156,947▼ $19,792
Total Liabilities and Net Assets / Fund Balance$1,178,664$1,158,095▼ $20,569

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$53,926$270,431$324,357
Equipment$95,062$133,374$228,436
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brandon ThomasTraining DirectorFT$50,764$52,372$103,136

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
$512,122
Investment Income
$32,569
Other Revenue
$1,560
Change in Net Assets
$-19,792

Audited Revenue Reconciliation

Revenue per Audited Statements
$546,251
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$546,251
Total Revenue per Form 990
$546,251
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$303,033
Salaries, Compensation, and Employee Benefits$263,010
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$123,139
Occupancy---$111,511
Current Officers, Directors, Trustees, and Key Employees---$102,535
Depreciation Depletion---$31,412
Conferences and Meetings---$27,849
Other Employee Benefits---$15,158
Office Expenses---$13,765
Payroll Taxes---$13,584
Fees for Services Management---$12,000
Fees for Services Accounting---$11,516
Insurance---$9,432
Pension Plan Contributions---$8,594
Fees for Service Investment Mgmnt Fees---$4,359
Travel---$3,543
Other Expenses---$1,802
Advertising---$74
Total Functional Expenses$0$0$0$566,043

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$566,043
Total Expenses per Audited Statements$566,043
Total Expenses per Form 990$566,043
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$1,148
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
2024-05-02
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
20
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 Appendix346 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0APPRENTICE TRAINING
IRS990/AdvertisingGrp/TotalAmt074
IRS990/AnnualDisclosureCoveredPrsnInd00
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NATIONAL EMPLOYEE BENEFITS ADMINIST
IRS990/BooksInCareOfDetail/PhoneNum09045380100
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08657 BAYPINE ROAD BUILDING 5 SUITE
IRS990/BooksInCareOfDetail/USAddress/CityNm0JACKSONVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd032256
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0144065
IRS990/CashNonInterestBearingGrp/EOYAmt0121703
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0102535
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt027849
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt032569
IRS990/CYOtherExpensesAmt0303033
IRS990/CYOtherRevenueAmt01560
IRS990/CYProgramServiceRevenueAmt0512122
IRS990/CYRevenuesLessExpensesAmt0-19792
IRS990/CYSalariesCompEmpBnftPaidAmt0263010
IRS990/CYTotalExpensesAmt0566043
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0546251
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt031412
IRS990/Desc0THE FUND PROVIDES EDUCATION AND TRAINING TO APPRENTICES AND JOURNEYMAN AS PROVIDED BY THE COLLECTIVE BARGAINING AGREEMENT.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt020
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt011516
IRS990/FeesForServicesManagementGrp/TotalAmt012000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt04359
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt652372
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIE C GREGORY
IRS990/Form990PartVIISectionAGrp/PersonNm1VINCE HEMPHILL
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES NEWARK
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS SIMMONS
IRS990/Form990PartVIISectionAGrp/PersonNm4STEVE PATIRY
IRS990/Form990PartVIISectionAGrp/PersonNm5JIMMY POFF
IRS990/Form990PartVIISectionAGrp/PersonNm6BRANDON THOMAS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt650764
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRAINING DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0546251
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt09432
IRS990/InvestmentIncomeGrp/ExclusionAmt032569
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt032569
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0806622
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0830651
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0403805
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0175405
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0148988
IRS990/LandBldgEquipCostOrOtherBssAmt0552793
IRS990/LegalDomicileStateCd0FL
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0APPRENTICE TRAINING
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01176739
IRS990/NetAssetsOrFundBalancesEOYAmt01156947
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0111511
IRS990/OfficeExpensesGrp/TotalAmt013765
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt015158
IRS990/OtherExpensesGrp/Desc0TRAINING MATERIALS
IRS990/OtherExpensesGrp/Desc1BANQUET & AWARDS EXPENS
IRS990/OtherExpensesGrp/Desc2OUTSIDE CERTIFICATION &
IRS990/OtherExpensesGrp/Desc3ANCILLARY CONTRIBUTIONS
IRS990/OtherExpensesGrp/TotalAmt055460
IRS990/OtherExpensesGrp/TotalAmt117280
IRS990/OtherExpensesGrp/TotalAmt23030
IRS990/OtherExpensesGrp/TotalAmt31802
IRS990/OtherLiabilitiesGrp/BOYAmt01925
IRS990/OtherLiabilitiesGrp/EOYAmt01148
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt01560
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01560
IRS990/OtherRevenueTotalAmt01560
IRS990/OtherSalariesAndWagesGrp/TotalAmt0123139
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt013584
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt08594
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0WILLIE C GREGORY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0512122
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0512122
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt019637
IRS990/PYOtherExpensesAmt0283037
IRS990/PYOtherRevenueAmt03657
IRS990/PYProgramServiceRevenueAmt0556394
IRS990/PYRevenuesLessExpensesAmt050053
IRS990/PYSalariesCompEmpBnftPaidAmt0246598
IRS990/PYTotalExpensesAmt0529635
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0579688
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-19792
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01176739
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01156947
IRS990/SavingsAndTempCashInvstGrp/BOYAmt052572
IRS990/SavingsAndTempCashInvstGrp/EOYAmt056753
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt095062
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0133374
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0228436
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0566043
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt053926
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0270431
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0324357
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01148
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL WITHHOLDINGS UNREMITTED
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0546251
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/TotalBookValueLandBuildingsAmt0148988
IRS990ScheduleD/TotalExpensesPerForm990Amt0566043
IRS990ScheduleD/TotalLiabilityAmt01148
IRS990ScheduleD/TotalRevenuePerForm990Amt0546251
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0546251
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0566043
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/TotalAssetsBOYAmt01178664
IRS990/TotalAssetsEOYAmt01158095
IRS990/TotalAssetsGrp/BOYAmt01178664
IRS990/TotalAssetsGrp/EOYAmt01158095
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt020
IRS990/TotalFunctionalExpensesGrp/TotalAmt0566043
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01925
IRS990/TotalLiabilitiesEOYAmt01148
IRS990/TotalLiabilitiesGrp/BOYAmt01925
IRS990/TotalLiabilitiesGrp/EOYAmt01148
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01176739
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01156947
IRS990/TotalOtherCompensationAmt052372
IRS990/TotalProgramServiceRevenueAmt0512122
IRS990/TotalReportableCompFromOrgAmt050764
IRS990/TotalRevenueGrp/ExclusionAmt034129
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0512122
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0546251
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01178664
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01158095
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt03543
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/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIE C GREGORY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09045380100
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-02
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/IRSResponsiblePrtyInfoCurrInd00
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/PreparationDt02024-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREG WALLENBECKER
ReturnHeader/ReturnTs02024-05-02T12:38:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GREGORY
ReturnHeader/TaxPeriodBeginDt02022-08-01
ReturnHeader/TaxPeriodEndDt02023-07-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,158,095
Liabilities
$1,148
Net assets
$1,156,947
Revenue
$546,251
Expenses
$566,043
Net income
-$19,792
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