Civic Intelligence

Utah Pipe Trades Education Trust Fund

990 • Fiscal year 2020 • EIN 87-0384572

Jan 01, 2020 to Dec 31, 2020 • Filed on May 12, 2021

Organization ProfileN/A
640 Billy Mitchell RoadSalt Lake City, UT 84116

(801) 295-6198

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.19x

Higher debt load relative to assets than 52% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

1.41x

Higher debt load relative to revenue than 85% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

10th percentile

-32%

Higher net margin than 10% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

9th percentile

-7.8%

Faster asset growth than 9% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2020

Revenue Growth

20th percentile

-20%

Faster revenue growth than 20% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2020

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$8,823,400

Down $797,309 (-8.3%) from 2019

Net Assets

Down

$7,171,457

Down $311,141 (-4.2%) from 2019

Liabilities

Down

$1,651,943

Down $486,168 (-23%) from 2019

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin10th percentile

Revenue

Down

$1,174,199

Down $222,915 (-16%) from 2019

Expenses

Down

$1,545,509

Down $93,668 (-5.7%) from 2019

Net Income

Down

-$371,310

Down $129,247 (-53%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$15M$10M$5.0M$0Assets 2010: $8,643,950Liabilities 2010: $3,801,224Net Assets 2010: $4,842,7262010Assets 2011: $7,788,348Liabilities 2011: $2,641,049Net Assets 2011: $5,147,2992011Assets 2012: $8,076,865Liabilities 2012: $2,541,782Net Assets 2012: $5,535,0832012Assets 2013: $8,108,518Liabilities 2013: $2,071,513Net Assets 2013: $6,037,0052013Assets 2015: $7,691,153Liabilities 2015: $873,343Net Assets 2015: $6,817,8102015Assets 2016: $7,521,922Liabilities 2016: $644,182Net Assets 2016: $6,877,7402016Assets 2017: $7,724,194Liabilities 2017: $190,626Net Assets 2017: $7,533,5682017Assets 2018: $10,388,849Liabilities 2018: $2,765,161Net Assets 2018: $7,623,6882018Assets 2019: $9,620,709Liabilities 2019: $2,138,111Net Assets 2019: $7,482,5982019Assets 2020: $8,823,400Liabilities 2020: $1,651,943Net Assets 2020: $7,171,4572020Assets 2021: $8,624,624Liabilities 2021: $1,494,450Net Assets 2021: $7,130,1742021Assets 2022: $8,167,584Liabilities 2022: $1,030,337Net Assets 2022: $7,137,2472022Assets 2023: $8,130,661Liabilities 2023: $838,149Net Assets 2023: $7,292,5122023Assets 2024: $8,072,636Liabilities 2024: $664,203Net Assets 2024: $7,408,4332024

Highlighted filing

2020

Assets$8,823,400
Liabilities$1,651,943
Net Assets$7,171,457
Open 2020 Filing

Operations Trend

Revenue Growth20th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $639,2722010Revenue 2011: $1,495,571Expenses 2011: $1,190,998Net Income 2011: $304,5732011Revenue 2012: $1,663,680Expenses 2012: $1,244,928Net Income 2012: $418,7522012Revenue 2013: $1,699,325Expenses 2013: $1,197,403Net Income 2013: $501,9222013Revenue 2015: $2,006,507Expenses 2015: $1,475,560Net Income 2015: $530,9472015Revenue 2016: $1,859,350Expenses 2016: $1,825,225Net Income 2016: $34,1252016Revenue 2017: $2,162,772Expenses 2017: $1,564,994Net Income 2017: $597,7782017Revenue 2018: $1,836,621Expenses 2018: $1,741,478Net Income 2018: $95,1432018Revenue 2019: $1,397,114Expenses 2019: $1,639,177Net Income 2019: -$242,0632019Revenue 2020: $1,174,199Expenses 2020: $1,545,509Net Income 2020: -$371,3102020Revenue 2021: $1,602,476Expenses 2021: $1,692,649Net Income 2021: -$90,1732021Revenue 2022: $1,821,813Expenses 2022: $1,766,240Net Income 2022: $55,5732022Revenue 2023: $1,979,529Expenses 2023: $1,881,251Net Income 2023: $98,2782023Revenue 2024: $2,097,387Expenses 2024: $2,047,353Net Income 2024: $50,0342024

Highlighted filing

2020

Revenue$1,174,199
Expenses$1,545,509
Net Income-$371,310
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 12, 2021
Return Version
2020v4.0
Gross Receipts
$1,174,199
Mission and Program Overview

Mission

This apprenticeship program is a taft-hartley collectively bargained jointly administered apprenticeship fund. The board of trustees is comprised of fifty percent management trustees and fifty percent union trustees.

The organization is a Taft-Hartley Collectively Bargained Jointly Administered Apprenticeship Fund. The Program seeks to train and provide highly skilled workers for the plumbing, pipefitting and HVAC industries. A Board of Trustees comprised of fifty percent management trustees and fifty percent union trustees administers the fund.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,929,774$7,671,297▼ $258,477
Investments in Publicly Traded Securities$1,043,389$738,146▼ $305,243
Savings and Temporary Cash Investments$554,210$329,911▼ $224,299
Accounts Receivable$87,037$77,747▼ $9,290
Prepaid Expenses and Deferred Charges$6,299$6,299→ $0
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$9,620,709$8,823,400▼ $797,309
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,065,074$1,572,252▼ $492,822
Accounts Payable and Accrued Expenses$73,037$79,691▲ $6,654
Total Liabilities$2,138,111$1,651,943▼ $486,168
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,482,598$7,171,457▼ $311,141
Total Net Assets Fund Balance$7,482,598$7,171,457▼ $311,141
Total Liabilities and Net Assets / Fund Balance$9,620,709$8,823,400▼ $797,309

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,949,673$1,808,185$8,757,858
Land$617,807-$617,807
Equipment$21,852$234,330$256,182
Leasehold Improvements$80,604$41,866$122,470
Other Land Buildings$1,361$103,858$105,219
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Michael BecksteadDirector of TrainingFT$129,929$129,929
Jeremiah BridgeAsst Director of TrnFT$81,577$81,577

Board Members and Trustees

NameTitle
Cody WeaverTrustee
Dave KatsanavasTrustee
Harvey HansenTrustee
Jason BleakTrustee
Jeremy HaslamTrustee
John StevensonTrustee
Robert BergmanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,173,696
Investment Income
$1
Other Revenue
$502
Change in Net Assets
$-371,310

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,174,199
Revenue Not Reported on Form 990
$60,169
Total Revenue per Audited Statements
$1,234,368
Total Revenue per Form 990
$1,174,199
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$829,891
Salaries, Compensation, and Employee Benefits$715,618
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$151,723$151,723-$303,446
Depreciation Depletion$234,593$26,066-$260,659
Current Officers, Directors, Trustees, and Key Employees$105,753$105,753-$211,506
Occupancy$172,405$23,510-$195,915
Pension Plan Contributions$45,994$45,994-$91,988
Interest$88,231--$88,231
Other Employee Benefits$32,654$32,653-$65,307
Payroll Taxes$21,685$21,686-$43,371
Office Expenses$37,351$4,150-$41,501
All Other Expenses$12,193$1,869-$14,062
Fees for Services Accounting$633$9,917-$10,550
Insurance-$9,308-$9,308
Other Expenses$4,532$4,531-$9,063
Total Functional Expenses$1,097,542$447,967$0$1,545,509

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,545,509
Total Expenses per Audited Statements$1,545,509
Total Expenses per Form 990$1,545,509
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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, Line 11B: Form 990 Review Process

“The outside CPA provides a copy of the draft 990 to the organization's director of training. The director of training sends an electronic copy to the board members for their review.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Conflicts-of-interest are discussed at regularly scheduled board meetings. All financial matters involving parties in interest require the person involved to recuse themselves from discussion and voting.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The Program will provide a copy of its 990 and other documents which are open to public inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Utah Pipe Trades Educational Program
EIN
87-0384572
Phone
8012956198
Address
640 BILLY MITCHELL ROAD, SALT LAKE CITY, UT 84116

Signing Officer

Name
Michael Beckstead
Title
Director of Training
Signed
2021-05-12
Discuss with paid preparer
Yes

Organization Details

Formed
1955
Legal Domicile
Ut
Voting Board Members
7
Independent Board Members
7
Employees
47

Preparer

Firm
Haynie & Company
Address
1785 WEST 2300 SOUTH, SALT LAKE CITY, UT 84119
Preparer
Stephen M Halley CPA
Phone
8019724800
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Internal Revenue Service has granted an exemption from income taxes to the Program under Section 501(c)3 of the Internal Revenue Code. Therefore, no provision has been made in the financial statements for income taxes or related income tax assets or liabilities. The Financial Accounting Standards Board (FASB) has provided guidance for how uncertain tax positions should be recognized and presented in financial statements. The Program follows the the Accounting for Uncertainty in Income Taxes provision of the Income Taxes Topic section of the FASB Accounting Standards Codification. For the years presented, management has determined that there are no material uncertain income tax positions.”

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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt110000
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt110000
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt032724
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0136
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0136
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IRS990ScheduleA/InvestmentIncomePYPct00.00190
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Internal Revenue Service has granted an exemption from income taxes to the Program under Section 501(c)3 of the Internal Revenue Code. Therefore, no provision has been made in the financial statements for income taxes or related income tax assets or liabilities. The Financial Accounting Standards Board (FASB) has provided guidance for how uncertain tax positions should be recognized and presented in financial statements. The Program follows the the Accounting for Uncertainty in Income Taxes provision of the Income Taxes Topic section of the FASB Accounting Standards Codification. For the years presented, management has determined that there are no material uncertain income tax positions.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The outside CPA provides a copy of the draft 990 to the organization's director of training. The director of training sends an electronic copy to the board members for their review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conflicts-of-interest are discussed at regularly scheduled board meetings. All financial matters involving parties in interest require the person involved to recuse themselves from discussion and voting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Program will provide a copy of its 990 and other documents which are open to public inspection upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,823,400
Liabilities
$1,651,943
Net assets
$7,171,457
Revenue
$1,174,199
Expenses
$1,545,509
Net income
-$371,310
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.07$0.66$7.41$2.10$2.05$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.13$0.84$7.29$1.98$1.88$0.10
2022Detailed filing. Detailed filing data is available for this year.$8.17$1.03$7.14$1.82$1.77$0.06
2021Detailed filing. Detailed filing data is available for this year.$8.62$1.49$7.13$1.60$1.69$0.09
2020Detailed filing. Detailed filing data is available for this year.$8.82$1.65$7.17$1.17$1.55$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.62$2.14$7.48$1.40$1.64$0.24
2018Detailed filing. Detailed filing data is available for this year.$10.4$2.77$7.62$1.84$1.74$0.10
2017Detailed filing. Detailed filing data is available for this year.$7.72$0.19$7.53$2.16$1.56$0.60
2016Detailed filing. Detailed filing data is available for this year.$7.52$0.64$6.88$1.86$1.83$0.03
2015Detailed filing. Detailed filing data is available for this year.$7.69$0.87$6.82$2.01$1.48$0.53
2013Detailed filing. Detailed filing data is available for this year.$8.11$2.07$6.04$1.70$1.20$0.50
2012Summary only. Only limited summary data is available for this year.$8.08$2.54$5.54$1.66$1.24$0.42
2011Summary only. Only limited summary data is available for this year.$7.79$2.64$5.15$1.50$1.19$0.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.64$3.80$4.84$0.64