Civic Intelligence

Plumber & Pipefitters Local Union General Fund

EIN 94-0944910 • 501(c)5 • Sacramento, CA

Profile

Provide collective bargaining services to its members.

5841 Newman CourtSacramento, CA 95819
Siviq Scores

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

Liabilities / Assets

58th percentile

0.04x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)5 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

69th percentile

0.15x

Higher debt load relative to revenue than 69% of similar nonprofits.

501(c)5 • $10M-$25M nonprofits • Source year 2024

Net Margin

87th percentile

31%

Higher net margin than 87% of similar nonprofits.

501(c)5 • $10M-$25M 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

62nd percentile

10%

Faster asset growth than 62% of similar nonprofits.

501(c)5 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

17%

Faster revenue growth than 74% of similar nonprofits.

501(c)5 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$21,679,192

Up $1,996,408 (+10%) from 2023

Liabilities

Down

$945,439

Down $41,860 (-4.2%) from 2023

Net Assets

Up

$20,733,753

Up $2,038,268 (+11%) from 2023

Operations
Liabilities / Revenue69th percentileNet Margin87th percentile

Revenue

Up

$6,473,716

Up $948,233 (+17%) from 2023

Expenses

Up

$4,435,448

Up $741,785 (+20%) from 2023

Net Income

Up

$2,038,268

Up $206,448 (+11%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$30M$20M$10M$0Assets 2010: $6,840,490Liabilities 2010: $3,923Net Assets 2010: $6,836,5672010Assets 2011: $6,874,759Liabilities 2011: $5,064Net Assets 2011: $6,869,6952011Assets 2012: $6,696,117Liabilities 2012: $3,981Net Assets 2012: $6,692,1362012Assets 2013: $6,993,717Liabilities 2013: $4,400Net Assets 2013: $6,989,3172013Assets 2014: $7,058,929Liabilities 2014: $5,462Net Assets 2014: $7,053,4672014Assets 2015: $7,821,562Liabilities 2015: $7,269Net Assets 2015: $7,814,2932015Assets 2016: $7,929,366Liabilities 2016: $9,666Net Assets 2016: $7,919,7002016Assets 2017: $8,470,417Liabilities 2017: $8,977Net Assets 2017: $8,461,4402017Assets 2018: $9,416,793Liabilities 2018: $8,246Net Assets 2018: $9,408,5472018Assets 2019: $11,101,084Liabilities 2019: $454,822Net Assets 2019: $10,646,2622019Assets 2020: $13,632,276Liabilities 2020: $202,857Net Assets 2020: $13,429,4192020Assets 2021: $16,330,922Liabilities 2021: $1,109,136Net Assets 2021: $15,221,7862021Assets 2022: $17,935,247Liabilities 2022: $1,071,582Net Assets 2022: $16,863,6652022Assets 2023: $19,682,784Liabilities 2023: $987,299Net Assets 2023: $18,695,4852023Assets 2024: $21,679,192Liabilities 2024: $945,439Net Assets 2024: $20,733,7532024

Highlighted filing

2024

Assets$21,679,192
Liabilities$945,439
Net Assets$20,733,753
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $3,194,327Expenses 2010: $3,577,345Net Income 2010: -$383,0182010Revenue 2011: $2,829,422Expenses 2011: $2,796,294Net Income 2011: $33,1282011Revenue 2012: $2,656,539Expenses 2012: $2,834,098Net Income 2012: -$177,5592012Revenue 2013: $2,767,566Expenses 2013: $2,470,385Net Income 2013: $297,1812013Revenue 2014: $2,791,554Expenses 2014: $2,727,404Net Income 2014: $64,1502014Revenue 2015: $3,189,366Expenses 2015: $2,428,540Net Income 2015: $760,8262015Revenue 2016: $2,927,797Expenses 2016: $2,822,390Net Income 2016: $105,4072016Revenue 2017: $3,373,467Expenses 2017: $2,831,727Net Income 2017: $541,7402017Revenue 2018: $4,181,179Expenses 2018: $3,234,072Net Income 2018: $947,1072018Revenue 2019: $4,682,083Expenses 2019: $3,444,368Net Income 2019: $1,237,7152019Revenue 2020: $6,021,487Expenses 2020: $3,238,330Net Income 2020: $2,783,1572020Revenue 2021: $5,142,667Expenses 2021: $3,350,300Net Income 2021: $1,792,3672021Revenue 2022: $5,268,431Expenses 2022: $3,626,552Net Income 2022: $1,641,8792022Revenue 2023: $5,525,483Expenses 2023: $3,693,663Net Income 2023: $1,831,8202023Revenue 2024: $6,473,716Expenses 2024: $4,435,448Net Income 2024: $2,038,2682024

Highlighted filing

2024

Revenue$6,473,716
Expenses$4,435,448
Net Income$2,038,268
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$21,679,192
Liabilities
$945,439
Net assets
$20,733,753
Revenue
$6,473,716
Expenses
$4,435,448
Net income
$2,038,268
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.7$0.95$20.7$6.47$4.44$2.04
2023Detailed filing. Detailed filing data is available for this year.$19.7$0.99$18.7$5.53$3.69$1.83
2022Detailed filing. Detailed filing data is available for this year.$17.9$1.07$16.9$5.27$3.63$1.64
2021Detailed filing. Detailed filing data is available for this year.$16.3$1.11$15.2$5.14$3.35$1.79
2020Detailed filing. Detailed filing data is available for this year.$13.6$0.20$13.4$6.02$3.24$2.78
2019Summary only. Only limited summary data is available for this year.$11.1$0.45$10.6$4.68$3.44$1.24
2018Summary only. Only limited summary data is available for this year.$9.42$0.01$9.41$4.18$3.23$0.95
2017Summary only. Only limited summary data is available for this year.$8.47$0.01$8.46$3.37$2.83$0.54
2016Summary only. Only limited summary data is available for this year.$7.93$0.01$7.92$2.93$2.82$0.11
2015Summary only. Only limited summary data is available for this year.$7.82$0.01$7.81$3.19$2.43$0.76
2014Summary only. Only limited summary data is available for this year.$7.06$0.01$7.05$2.79$2.73$0.06
2013Summary only. Only limited summary data is available for this year.$6.99$0.00$6.99$2.77$2.47$0.30
2012Summary only. Only limited summary data is available for this year.$6.70$0.00$6.69$2.66$2.83$0.18
2011Summary only. Only limited summary data is available for this year.$6.87$0.01$6.87$2.83$2.80$0.03
2010Summary only. Only limited summary data is available for this year.$6.84$0.00$6.84$3.19$3.58$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 15, 2025
Return Version
2024v5.2
Gross Receipts
$6,838,910
Mission and Program Overview

Mission

Provide collective bargaining services to its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$18,695,485$20,733,753▲ $2,038,268
Savings and Temporary Cash Investments$10,196,748$12,187,626▲ $1,990,878
Land, Buildings, and Equipment, Net$8,401,745$8,117,585▼ $284,160
Investments in Publicly Traded Securities$1,083,291$1,372,981▲ $289,690
Cash and Non-Interest-Bearing Accounts$1,000$1,000→ $0
Total Assets$19,682,784$21,679,192▲ $1,996,408
Liabilities
Mortgage Notes Payable Secured by Investment Property$976,419$945,205▼ $31,214
Accounts Payable and Accrued Expenses$10,880$234▼ $10,646
Total Liabilities$987,299$945,439▼ $41,860
Net Assets / Fund Balance
Total Net Assets Fund Balance$18,695,485$20,733,753▲ $2,038,268
Total Liabilities and Net Assets / Fund Balance$19,682,784$21,679,192▲ $1,996,408

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,916,329-$8,916,329
Equipment$353,776-$353,776
Land$44,505-$44,505
Other Land Buildings$-1,197,025$1,197,025-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Todd SchiavoFin Secbusiness ManagerFT$213,223$213,223
Andrew DavieVice PresorganizerFT$190,589$190,589
Zak NoonanBusiness AgentFT$186,469$186,469
Thomas AtenBusiness AgentFT$183,148$183,148

Board Members and Trustees

NameTitle
Richard BertacchiPresident
David RoweExecutive Board
Frank UresExecutive Board
Heidi WalkerExecutive Board
Jerry ZinkExecutive Board
Brian MaydahlFitters Exam Board
David KeelingFitters Exam Board
Grant FarrellFitters Exam Board
John HersheyFitters Exam Board
Harry RotzJoint Board of Trustees
Phil SmythJoint Board of Trustees
Andrew WalkerPlumbers Exam Board
Charles MarinovichPlumbers Exam Board
David SpriggPlumbers Exam Board
Michael EdwardsPlumbers Exam Board
Phil OnantanianPlumbers Exam Board
Chris DredgeRefrigeration Exam Board
Mike CountrymanRefrigeration Exam Board
Robert ForeRefrigeration Exam Board
William BertacchiRefrigeration Exam Board
Colby CopelandWelder Exam Board
Josh BeanWelder Exam Board
Matt TkacikWelder Exam Board
Rusty JacobsonWelder Exam Board
Scott UresWelder Exam Board
Charles NelsonDelegate
Melody BuskDelegate
Matt DavieFinance Committee
Nicholas CommonFinance Committee
Shane ParkerFinance Committee
Thomas HarpRecording Secretary
Miles FrancesconiSergeant-at-arms
Dan ButtonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,534,667
Investment Income
$223,641
Other Revenue
$-284,592
Change in Net Assets
$2,038,268
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,818,399
Salaries, Compensation, and Employee Benefits$1,617,049
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$457,864$837,831-$1,295,695
Current Officers, Directors, Trustees, and Key Employees$524,556$248,872-$773,428
Other Employee Benefits$364,759$219,706-$584,465
Other Salaries and Wages$95,135$95,135-$190,270
Conferences and Meetings$44,859$99,027-$143,886
Payroll Taxes$44,412$24,474-$68,886
Insurance-$67,551-$67,551
Depreciation Depletion-$64,974-$64,974
Interest-$34,870-$34,870
Office Expenses$8,331$21,677-$30,008
Other Expenses$9,720$3,159-$3,159
Advertising$2,520--$2,520
Total Functional Expenses$2,131,805$2,303,643$0$4,435,448
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
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$659,487
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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 governing body review Part VI line 11

“The governing body receives a copy of form 990 for review before efiling. Any questions &/or comments are discussed with cpa.”

Governing documents etc available to public Part VI line 19

“All governing documents available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Plumber & Pipefitters Local Union General Fund
EIN
94-0944910
In Care Of
% TODD SCHIAVO
Phone
9164576595
Address
5841 NEWMAN COURT, SACRAMENTO, CA 95819

Signing Officer

Name
Todd Schiavo
Title
Fin Sec-business Manager
Phone
9164576595
Signed
2025-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd Schiavo
Formed
1941
Legal Domicile
CA
Voting Board Members
11
Independent Board Members
0
Employees
6

Preparer

Firm
Islip Company
Address
3465 AMERICAN RIVER DR SUITE D, Sacramento, CA 95864
Preparer
Patrick Islip CPA
Phone
9164881900
Supplemental Narrative

Additional Explanations

List of other expenses Part IX line 24E

“For a list of other functional expenses please see overflow statement attached.”

Raw XML AppendixShowing 400 of 608 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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