Civic Intelligence

Utah Pipe Trades Education Trust Fund

990 • Fiscal year 2021 • EIN 87-0384572

Jan 01, 2021 to Dec 31, 2021 • Filed on May 12, 2022

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

57th percentile

0.17x

Higher debt load relative to assets than 57% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.93x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

16th percentile

-5.6%

Higher net margin than 16% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$123,008

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

18th percentile

-2.3%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

73rd percentile

36%

Faster revenue growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$8,624,624

Down $198,776 (-2.3%) from 2020

Net Assets

Down

$7,130,174

Down $41,283 (-0.6%) from 2020

Liabilities

Down

$1,494,450

Down $157,493 (-9.5%) from 2020

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin16th percentile

Revenue

Up

$1,602,476

Up $428,277 (+36%) from 2020

Expenses

Up

$1,692,649

Up $147,140 (+9.5%) from 2020

Net Income

Up

-$90,173

Up $281,137 (+76%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2021

Assets$8,624,624
Liabilities$1,494,450
Net Assets$7,130,174
Open 2021 Filing

Operations Trend

Revenue Growth73rd 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

2021

Revenue$1,602,476
Expenses$1,692,649
Net Income-$90,173
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 12, 2022
Return Version
2021v4.0
Gross Receipts
$1,602,476
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$7,671,297$7,428,842▼ $242,455
Investments in Publicly Traded Securities$738,146$687,303▼ $50,843
Savings and Temporary Cash Investments$329,911$353,544▲ $23,633
Accounts Receivable$77,747$148,636▲ $70,889
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$8,823,400$8,624,624▼ $198,776
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,572,252$1,426,254▼ $145,998
Accounts Payable and Accrued Expenses$79,691$68,196▼ $11,495
Total Liabilities$1,651,943$1,494,450▼ $157,493
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,171,457$7,130,174▼ $41,283
Total Net Assets Fund Balance$7,171,457$7,130,174▼ $41,283
Total Liabilities and Net Assets / Fund Balance$8,823,400$8,624,624▼ $198,776

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,725,112$2,032,746$8,757,858
Land$617,807-$617,807
Equipment$10,661$249,721$260,382
Leasehold Improvements$74,628$47,842$122,470
Other Land Buildings$634$104,585$105,219
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michael BecksteadDirector of TrainingFT$123,008$123,008
Jeremiah BridgeAsst Director of TrnFT$108,515$108,515

Board Members and Trustees

NameTitle
Abel NagyTrustee
Cody WeaverTrustee
Harvey HansenTrustee
Jeff JobTrustee
Jeremy HaslamTrustee
John StevensonTrustee
Robert BergmanTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,594,434
Investment Income
$207
Other Revenue
$7,835
Change in Net Assets
$-90,173

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,602,476
Revenue Not Reported on Form 990
$48,890
Total Revenue per Audited Statements
$1,651,366
Total Revenue per Form 990
$1,602,476
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$924,233
Salaries, Compensation, and Employee Benefits$768,416
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$158,356$158,357-$316,713
Depreciation Depletion$221,989$24,666-$246,655
Current Officers, Directors, Trustees, and Key Employees$115,762$115,761-$231,523
Occupancy$166,599$22,718-$189,317
Pension Plan Contributions$50,843$50,843-$101,686
Interest$74,054--$74,054
Other Employee Benefits$35,256$35,257-$70,513
Office Expenses$46,293$5,144-$51,437
Payroll Taxes$23,991$23,990-$47,981
All Other Expenses$13,662$21,733-$35,395
Other Expenses$12,503--$12,503
Fees for Services Accounting$729$11,421-$12,150
Insurance-$8,692-$8,692
Fees for Services Other$193$3,029-$3,222
Advertising$1,500$1,500-$3,000
Total Functional Expenses$1,209,538$483,111$0$1,692,649

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,692,649
Total Expenses per Audited Statements$1,692,649
Total Expenses per Form 990$1,692,649
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
2022-05-12
Discuss with paid preparer
Yes

Organization Details

Formed
1955
Legal Domicile
Ut
Voting Board Members
7
Independent Board Members
7
Employees
51

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/MissionDesc0The 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.
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IRS990/OtherExpensesGrp/Desc2Uniforms
IRS990/OtherExpensesGrp/Desc3Completion
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IRS990/OtherExpensesGrp/ProgramServicesAmt1130735
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IRS990/OtherSalariesAndWagesGrp/TotalAmt0316713
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IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023990
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IRS990/PayrollTaxesGrp/TotalAmt047981
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt050843
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt050843
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IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/Desc1Grant Funds - ITF Funds
IRS990/ProgramServiceRevenueGrp/Desc2Tuition Reimbursement
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt153210
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt153210
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-90173
IRS990/RegularMonitoringEnfrcInd0true
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0329911
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0353544
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05890
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt015890
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0135
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0136
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0482
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01602266
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01164198
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01391221
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01836486
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02162636
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt08156807
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0207
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0135
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0136
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IRS990ScheduleA/InvestmentIncomePYPct00.00150
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/Total509Grp/TotalAmt08172697
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt0249721
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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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IRS990ScheduleD/TotalExpensesPerForm990Amt01692649
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IRS990/ScheduleJRequiredInd0false
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

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,624,624
Liabilities
$1,494,450
Net assets
$7,130,174
Revenue
$1,602,476
Expenses
$1,692,649
Net income
-$90,173
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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