Civic Intelligence

Plumbers and Pipefitters Lu 803

EIN 59-6227992 • 501(c)5 • Fleming Island, FL

Profile

APPRENTICE TRAINING

1880 East West Pkwy 10132Fleming Island, FL 32006

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Net Margin

4th percentile

-24%

Higher net margin than 4% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

7th percentile

-12%

Faster asset growth than 7% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

43rd percentile

4.2%

Faster revenue growth than 43% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,017,641

Down $140,454 (-12%) from 2023

Liabilities

Down

$109

Down $1,039 (-91%) from 2023

Net Assets

Down

$1,017,532

Down $139,415 (-12%) from 2023

Revenue

Up

$569,400

Up $23,149 (+4.2%) from 2023

Expenses

Up

$708,815

Up $142,772 (+25%) from 2023

Net Income

Down

-$139,415

Down $119,623 (-604%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$1,017,641
Liabilities$109
Net Assets$1,017,532

Operations Trend

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$569,400
Expenses$708,815
Net Income-$139,415

Filings

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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Aug 1, 2023 to Jul 31, 2024
Signed
Jun 9, 2025
Return Version
2023v6.0
Gross Receipts
$887,607
Mission and Program Overview

Mission

APPRENTICE TRAINING

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,156,947$1,017,532▼ $139,415
Investments in Publicly Traded Securities$830,651$768,880▼ $61,771
Land, Buildings, and Equipment, Net$148,988$143,093▼ $5,895
Cash and Non-Interest-Bearing Accounts$121,703$101,407▼ $20,296
Savings and Temporary Cash Investments$56,753$4,261▼ $52,492
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,158,095$1,017,641▼ $140,454
Liabilities
Other Liabilities$1,148$109▼ $1,039
Total Liabilities$1,148$109▼ $1,039
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,156,947$1,017,532▼ $139,415
Total Liabilities and Net Assets / Fund Balance$1,158,095$1,017,641▼ $140,454

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$48,771$275,586$324,357
Equipment$94,322$156,036$250,358
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brandon ThomasTraining DirectorFT$53,515$51,277$104,792

Board Members and Trustees

NameTitle
Bob AltzTrustee
Brad MckinnieTrustee
Charles NewarkTrustee
Jason StricklandTrustee
Jimmy PoffTrustee
Vince HemphillTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$498,286
Investment Income
$66,067
Other Revenue
$5,047
Change in Net Assets
$-139,415

Audited Revenue Reconciliation

Revenue per Audited Statements
$569,400
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$569,400
Total Revenue per Form 990
$569,400
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$399,391
Other Expenses$309,424
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$246,253
Occupancy---$114,937
Current Officers, Directors, Trustees, and Key Employees---$103,642
Depreciation Depletion---$27,817
Conferences and Meetings---$23,864
Pension Plan Contributions---$20,587
Office Expenses---$20,579
Other Employee Benefits---$15,083
Payroll Taxes---$13,826
Fees for Services Management---$12,000
Fees for Services Accounting---$11,000
Insurance---$10,008
Advertising---$5,353
Travel---$4,749
Fees for Service Investment Mgmnt Fees---$4,530
Other Expenses---$1,768
Fees for Services Legal---$1,258
Total Functional Expenses$0$0$0$708,815

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$708,815
Total Expenses per Audited Statements$708,815
Total Expenses per Form 990$708,815
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$109
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
1880 EAST WEST PKWY 10132, FLEMING ISLAND, FL 32006

Signing Officer

Name
Jason Strickland
Title
Trustee
Phone
9045380100
Signed
2025-06-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Strickland
Formed
1969
Legal Domicile
Fl
Voting Board Members
6
Independent Board Members
6
Employees
26
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 Appendix348 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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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01156947
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01017532
IRS990/SavingsAndTempCashInvstGrp/BOYAmt056753
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04261
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt094322
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0156036
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0250358
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0708815
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt048771
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0275586
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0324357
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0109
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL WITHHOLDINGS UNREMITTED
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0569400
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/TotalBookValueLandBuildingsAmt0143093
IRS990ScheduleD/TotalExpensesPerForm990Amt0708815
IRS990ScheduleD/TotalLiabilityAmt0109
IRS990ScheduleD/TotalRevenuePerForm990Amt0569400
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0569400
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0708815
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/TotalAssetsBOYAmt01158095
IRS990/TotalAssetsEOYAmt01017641
IRS990/TotalAssetsGrp/BOYAmt01158095
IRS990/TotalAssetsGrp/EOYAmt01017641
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt026
IRS990/TotalFunctionalExpensesGrp/TotalAmt0708815
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01148
IRS990/TotalLiabilitiesEOYAmt0109
IRS990/TotalLiabilitiesGrp/BOYAmt01148
IRS990/TotalLiabilitiesGrp/EOYAmt0109
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01156947
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01017532
IRS990/TotalOtherCompensationAmt051277
IRS990/TotalProgramServiceRevenueAmt0498286
IRS990/TotalReportableCompFromOrgAmt053515
IRS990/TotalRevenueGrp/ExclusionAmt071114
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0498286
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0569400
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01158095
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01017641
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt04749
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01880 EAST WEST PKWY 10132
IRS990/USAddress/CityNm0FLEMING ISLAND
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032006
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON STRICKLAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09045380100
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-09
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/AddressLine1Txt01880 EAST WEST PKWY 10132
ReturnHeader/Filer/USAddress/CityNm0FLEMING ISLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032006
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/PreparationDt02025-06-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREG WALLENBECKER
ReturnHeader/ReturnTs02025-06-09T16:55:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-08-01
ReturnHeader/TaxPeriodEndDt02024-07-31
ReturnHeader/TaxYr02023

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