Civic Intelligence

Boilermakers Local 549 Apprenticeship and Training Trust Fund

990 • Fiscal year 2018 • EIN 83-0487824

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 07, 2019

2191 Piedmont WayPittsburg, CA 94565

(925) 427-1575

Siviq Scores

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

Liabilities / Assets

79th percentile

0.58x

Higher debt load relative to assets than 79% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

84th percentile

1.27x

Higher debt load relative to revenue than 84% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

71st percentile

$180,788

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

99th percentile

853%

Faster asset growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

119%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Assets

Up

$5,144,444

Up $4,604,353 (+853%) from 2017

Net Assets

Up

$2,169,444

Up $1,629,353 (+302%) from 2017

Liabilities

Up

$2,975,000

Up $2,975,000 from 2017

Revenue

Up

$2,335,159

Up $1,268,733 (+119%) from 2017

Expenses

Up

$705,806

Up $192,489 (+37%) from 2017

Net Income

Up

$1,629,353

Up $1,076,244 (+195%) from 2017

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2010: $505,199Liabilities 2010: $0Net Assets 2010: $505,1992010Assets 2011: $370,365Liabilities 2011: $0Net Assets 2011: $370,3652011Assets 2012: $332,347Liabilities 2012: $0Net Assets 2012: $332,3472012Assets 2013: $112,715Liabilities 2013: $0Net Assets 2013: $112,7152013Assets 2014: $29,092Liabilities 2014: $25,000Net Assets 2014: $4,0922014Assets 2015: $53,929Liabilities 2015: $85,000Net Assets 2015: -$31,0712015Assets 2016: $96,982Liabilities 2016: $110,000Net Assets 2016: -$13,0182016Assets 2017: $540,091Liabilities 2017: $0Net Assets 2017: $540,0912017Assets 2018: $5,144,444Liabilities 2018: $2,975,000Net Assets 2018: $2,169,4442018Assets 2019: $7,190,237Liabilities 2019: $2,975,000Net Assets 2019: $4,215,2372019Assets 2020: $7,966,259Liabilities 2020: $2,975,000Net Assets 2020: $4,991,2592020Assets 2021: $8,091,166Liabilities 2021: $2,975,000Net Assets 2021: $5,116,1662021Assets 2022: $9,856,143Liabilities 2022: $2,949,024Net Assets 2022: $6,907,1192022Assets 2023: $7,787,543Liabilities 2023: $0Net Assets 2023: $7,787,5432023Assets 2024: $9,030,797Liabilities 2024: $0Net Assets 2024: $9,030,7972024

Highlighted filing

2018

Assets$5,144,444
Liabilities$2,975,000
Net Assets$2,169,444

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $503,1472010Expenses 2011: $502,5022011Expenses 2012: $533,4752012Revenue 2013: $262,586Expenses 2013: $482,218Net Income 2013: -$219,6322013Revenue 2014: $258,566Expenses 2014: $368,742Net Income 2014: -$110,1762014Revenue 2015: $297,641Expenses 2015: $332,804Net Income 2015: -$35,1632015Revenue 2016: $575,230Expenses 2016: $557,177Net Income 2016: $18,0532016Revenue 2017: $1,066,426Expenses 2017: $513,317Net Income 2017: $553,1092017Revenue 2018: $2,335,159Expenses 2018: $705,806Net Income 2018: $1,629,3532018Revenue 2019: $3,125,331Expenses 2019: $1,079,538Net Income 2019: $2,045,7932019Revenue 2020: $1,857,062Expenses 2020: $1,081,040Net Income 2020: $776,0222020Revenue 2021: $2,149,800Expenses 2021: $2,024,893Net Income 2021: $124,9072021Revenue 2022: $3,571,551Expenses 2022: $1,745,820Net Income 2022: $1,825,7312022Revenue 2023: $2,383,326Expenses 2023: $1,516,234Net Income 2023: $867,0922023Revenue 2024: $3,074,409Expenses 2024: $1,831,155Net Income 2024: $1,243,2542024

Highlighted filing

2018

Revenue$2,335,159
Expenses$705,806
Net Income$1,629,353
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 7, 2019
Return Version
2018v3.1
Gross Receipts
$2,448,500
Mission and Program Overview

Mission

Provides training services to local 549 boilermaker apprentice members.

Provides training services to boilermaker apprentices.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$22,769$3,583,999▲ $3,561,230
Rtn Earn Endowment Incm Other Fnds$540,091$2,169,444▲ $1,629,353
Cash and Non-Interest-Bearing Accounts$517,322$1,560,445▲ $1,043,123
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$540,091$5,144,444▲ $4,604,353
Liabilities
Mortgage Notes Payable Secured by Investment Property-$2,975,000-
Total Liabilities$0$2,975,000▲ $2,975,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$540,091$2,169,444▲ $1,629,353
Total Liabilities and Net Assets / Fund Balance$540,091$5,144,444▲ $4,604,353

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,010,311-$2,010,311
Land$1,516,551-$1,516,551
Equipment$57,137$19,330$76,467
Other Land Buildings$0$62,670$62,670
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Randy ThomasCoordinatorFT$109,313$71,475$180,788
Dave AndrewsTrusteePT$67,041$37,039$104,080
Tim JefferiesTrusteeFT$48,483$45,796$94,279

Board Members and Trustees

NameTitle
Tom BacaChairman
Mark SloanChairman-past
Larry JansenCo-chairman
Bill HamiltonTrustee
Edward McwhorterTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,357,500
Investment Income
$0
Other Revenue
$-22,341
Change in Net Assets
$1,629,353

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,448,500
Revenue Not Reported on Financial Statements
$-113,341
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-113,341
Total Revenue per Audited Statements
$2,448,500
Total Revenue per Form 990
$2,335,159
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$546,574
Other Expenses$159,232
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$154,350$51,450-$205,800
Current Officers, Directors, Trustees, and Key Employees$148,768$49,590-$198,358
Pension Plan Contributions$53,470$17,824-$71,294
Other Employee Benefits$31,399$10,467-$41,866
Occupancy$24,535$8,178-$32,713
Other Expenses$30,816--$30,816
Payroll Taxes$21,942$7,314-$29,256
Travel$28,762--$28,762
Office Expenses$10,871$3,624-$14,495
Fees for Services Legal$3,510$10,531-$14,041
Insurance$6,076$6,076-$12,152
Fees for Services Accounting-$11,690-$11,690
Depreciation Depletion$114$8,910-$9,024
Conferences and Meetings$5,539--$5,539
Total Functional Expenses$520,152$185,654$0$705,806

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$819,147
Expenses per Audited Statements$705,806
Total Expenses per Form 990$705,806
Expenses Not Reported on Form 990$113,341
Expenses Not Reported on Financial Statements$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
Lobbying activity
No
Subject to proxy tax
No
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 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 A, Line 8B

There is no committee with the authority to act on behalf of the governing body.

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

Management and trustees review a copy of the 990 prior to filing; all concerns and questions are addressed prior to filing form 990.

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

The purpose of the conflict of interest policy is to protect the organization's interest when it is contemplating entering into a transaction or arrangement that might benefit the private interest of a trustee of the organization in connection with any actual or possible conflict of interest. An interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the trustees and members of committees with governing board delegated powers considering the proposed transaction or arrangement.

Form 990, Part VI, Section B, Line 15

The board of trustees collectively approves compensation for all employees.

Form 990, Part VI, Section C, Line 19

All governing documents, policies and financial statements are available upon request at the union office during normal business hours. A copy of the 990 is also available on guidestar website.

Filing and Contact Details

Filer

Filer Name
Boilermakers Local 549 Apprenticeship
EIN
83-0487824
Phone
9254271575
Address
2191 PIEDMONT WAY, PITTSBURG, CA 94565

Signing Officer

Name
Timothy Jefferies
Title
Trustee
Phone
9254271575
Signed
2019-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy Jefferies
Formed
2007
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
4
Employees
10
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Debbie R Dimery
Phone
9252779100
Supplemental Narrative

Additional Explanations

PART XII, LINE 1, OTHER ACCOUNTING METHOD:

MODIFIED CASH BASIS

FORM 990, PART XII, LINE 2C:

The board of trustees assumes responsibility for oversight of the audit of the financial statements and selection of an independent accountant. This process has not changed.

Financial Statement Notes

PART X, LINE 2:

The trust's administrator has analyzed the tax positions taken by the trust, and has concluded that as of december 31, 2018, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The trust is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The trust's administrator believes it is no longer subject to income tax examinations for the years prior to 2015.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Expenses paid relating to ubti - see part viii, line 6b

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Expenses paid relating to ubti - see part viii, line 6b

Raw XML AppendixShowing 400 of 476 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/ActivityOrMissionDesc0PROVIDES TRAINING SERVICES TO BOILERMAKER APPRENTICES.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TIMOTHY JEFFERIES
IRS990/BooksInCareOfDetail/PhoneNum09254329376
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02191 PIEDMONT WAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0PITTSBURG
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094565
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0517322
IRS990/CashNonInterestBearingGrp/EOYAmt01560445
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt049590
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0148768
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0198358
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt05539
IRS990/ConferencesMeetingsGrp/TotalAmt05539
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0159232
IRS990/CYOtherRevenueAmt0-22341
IRS990/CYProgramServiceRevenueAmt02357500
IRS990/CYRevenuesLessExpensesAmt01629353
IRS990/CYSalariesCompEmpBnftPaidAmt0546574
IRS990/CYTotalExpensesAmt0705806
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02335159
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt08910
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0114
IRS990/DepreciationDepletionGrp/TotalAmt09024
IRS990/Desc0APPRENTICE TRAINING SERVICES
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt010
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0520152
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt011690
IRS990/FeesForServicesAccountingGrp/TotalAmt011690
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt010531
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt03510
IRS990/FeesForServicesLegalGrp/TotalAmt014041
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt435.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt524.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt649.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt710.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt445796
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt537039
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt668497
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0EDWARD MCWHORTER
IRS990/Form990PartVIISectionAGrp/PersonNm1LARRY JANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm2BILL HAMILTON
IRS990/Form990PartVIISectionAGrp/PersonNm3TOM BACA
IRS990/Form990PartVIISectionAGrp/PersonNm4TIM JEFFERIES
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVE ANDREWS
IRS990/Form990PartVIISectionAGrp/PersonNm6RANDY THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm7MARK SLOAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt448483
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt567041
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6112291
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIRMAN-PAST
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02448500
IRS990/GrossRentsGrp/RealAmt091000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt06076
IRS990/InsuranceGrp/ProgramServicesAmt06076
IRS990/InsuranceGrp/TotalAmt012152
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt082000
IRS990/LandBldgEquipBasisNetGrp/BOYAmt022769
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03583999
IRS990/LandBldgEquipCostOrOtherBssAmt03665999
IRS990/LegalDomicileStateCd0CA
IRS990/LessRentalExpensesGrp/RealAmt0113341
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDES TRAINING SERVICES TO LOCAL 549 BOILERMAKER APPRENTICE MEMBERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02975000
IRS990/NetAssetsOrFundBalancesBOYAmt0540091
IRS990/NetAssetsOrFundBalancesEOYAmt02169444
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-22341
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt0-22341
IRS990/NetUnrelatedBusTxblIncmAmt0-22341
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt08178
IRS990/OccupancyGrp/ProgramServicesAmt024535
IRS990/OccupancyGrp/TotalAmt032713
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03624
IRS990/OfficeExpensesGrp/ProgramServicesAmt010871
IRS990/OfficeExpensesGrp/TotalAmt014495
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010467
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt031399
IRS990/OtherEmployeeBenefitsGrp/TotalAmt041866
IRS990/OtherExpensesGrp/Desc0TRAINING SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt030816
IRS990/OtherExpensesGrp/TotalAmt030816
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt051450
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0154350
IRS990/OtherSalariesAndWagesGrp/TotalAmt0205800
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07314
IRS990/PayrollTaxesGrp/ProgramServicesAmt021942
IRS990/PayrollTaxesGrp/TotalAmt029256
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt017824
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt053470
IRS990/PensionPlanContributionsGrp/TotalAmt071294
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TIMOTHY JEFFERIES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1JAC REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/Desc2EXPENSE REFUNDS
IRS990/ProgramServiceRevenueGrp/Desc3MONTOYA TRAINING FUNDS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02152069
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1152545
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt226617
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt326269
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02152069
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1152545
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt226617
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt326269
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0190422
IRS990/PYOtherRevenueAmt04351
IRS990/PYProgramServiceRevenueAmt01062075
IRS990/PYRevenuesLessExpensesAmt0553109
IRS990/PYSalariesCompEmpBnftPaidAmt0322895
IRS990/PYTotalExpensesAmt0513317
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01066426
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01629353
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-22341
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02357500
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0540091
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02169444
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt01860440
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0760562
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt0333353
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0165645
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt076663
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt03196663
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt075
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt077
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0152
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt02357500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01062075
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0575230
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0297566
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0258489
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt04550860
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0-22341
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt075
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt077
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0-22189
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00070
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt04351
IRS990ScheduleA/OtherIncome509Grp/TotalAmt04351
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt0-22341
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt0-22341
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.27780
IRS990ScheduleA/PublicSupportPY509Pct00.38870
IRS990ScheduleA/PublicSupportTotal509Amt01259058
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt01926506
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt0783023
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt0337395
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt0168215
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt076663
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt03291802
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt066066
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt022461
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt04042
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt02570
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt095139
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02357500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01062075
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0575230
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0297566
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0258489
IRS990ScheduleA/Total509Grp/TotalAmt04550860
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02335159
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01066426
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0575230
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0297641
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0258566
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04533022
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02010311
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02010311
IRS990ScheduleD/EquipmentGrp/BookValueAmt057137
IRS990ScheduleD/EquipmentGrp/DepreciationAmt019330
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt076467
IRS990ScheduleD/ExpensesNotReportedAmt0113341
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0705806
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt01516551
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01516551
IRS990ScheduleD/OtherExpensesIncludedAmt0113341
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt062670
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt062670
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-113341
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-113341
IRS990ScheduleD/RevenueSubtotalAmt02448500
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST'S ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TRUST'S ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2015.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1EXPENSES PAID RELATING TO UBTI - SEE PART VIII, LINE 6B
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2EXPENSES PAID RELATING TO UBTI - SEE PART VIII, LINE 6B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03583999
IRS990ScheduleD/TotalExpensesPerForm990Amt0705806
IRS990ScheduleD/TotalRevenuePerForm990Amt02335159
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02448500
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0819147
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0109313
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt053088
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt015409
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt02978
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RANDY THOMAS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0COORDINATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0180788
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE IS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT AND TRUSTEES REVIEW A COPY OF THE 990 PRIOR TO FILING; ALL CONCERNS AND QUESTIONS ARE ADDRESSED PRIOR TO FILING FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PURPOSE OF THE CONFLICT OF INTEREST POLICY IS TO PROTECT THE ORGANIZATION'S INTEREST WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT THE PRIVATE INTEREST OF A TRUSTEE OF THE ORGANIZATION IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE TRUSTEES AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES COLLECTIVELY APPROVES COMPENSATION FOR ALL EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE UNION OFFICE DURING NORMAL BUSINESS HOURS. A COPY OF THE 990 IS ALSO AVAILABLE ON GUIDESTAR WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MODIFIED CASH BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.
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 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART XII, LINE 1, OTHER ACCOUNTING METHOD:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0540091
IRS990/TotalAssetsEOYAmt05144444

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.03$0.00$9.03$3.07$1.83$1.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.79$0.00$7.79$2.38$1.52$0.87
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.86$2.95$6.91$3.57$1.75$1.83
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.09$2.98$5.12$2.15$2.02$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.97$2.98$4.99$1.86$1.08$0.78
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.19$2.98$4.22$3.13$1.08$2.05
2018Detailed filing. Detailed filing data is available for this year.$5.14$2.98$2.17$2.34$0.71$1.63
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.54$1.07$0.51$0.55
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.10$0.11$0.01$0.58$0.56$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$0.09$0.03$0.30$0.33$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.00$0.26$0.37$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.26$0.48$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.00$0.33$0.53
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.00$0.51$0.50