Civic Intelligence

Ua Local 467 Apprenticeship and Training Trust for San Mateo County

990 • Fiscal year 2018 • EIN 94-1201260

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileN/A

View Organization Page

1519 Rollins RoadBurlingame, CA 94010

(650) 692-0442

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

93rd percentile

$260,487

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

88th percentile

35%

Faster asset growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

27%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,531,292

Up $656,217 (+35%) from 2017

Net Assets

Up

$2,528,082

Up $655,535 (+35%) from 2017

Liabilities

Up

$3,210

Up $682 (+27%) from 2017

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin85th percentile

Revenue

Up

$2,300,365

Up $482,933 (+27%) from 2017

Expenses

Up

$1,573,667

Up $96,712 (+6.5%) from 2017

Net Income

Up

$726,698

Up $386,221 (+113%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $481,921Liabilities 2010: $644Net Assets 2010: $481,2772010Assets 2011: $451,508Liabilities 2011: $419Net Assets 2011: $451,0892011Assets 2012: $695,052Liabilities 2012: $410Net Assets 2012: $694,6422012Assets 2013: $854,603Liabilities 2013: $667Net Assets 2013: $853,9362013Assets 2014: $1,076,953Liabilities 2014: $1,410Net Assets 2014: $1,075,5432014Assets 2015: $1,220,504Liabilities 2015: $3,073Net Assets 2015: $1,217,4312015Assets 2016: $1,467,296Liabilities 2016: $2,827Net Assets 2016: $1,464,4692016Assets 2017: $1,875,075Liabilities 2017: $2,528Net Assets 2017: $1,872,5472017Assets 2018: $2,531,292Liabilities 2018: $3,210Net Assets 2018: $2,528,0822018Assets 2019: $2,012,107Liabilities 2019: -$18,294Net Assets 2019: $2,030,4012019Assets 2020: $2,515,556Liabilities 2020: -$34,917Net Assets 2020: $2,550,4732020Assets 2021: $2,792,616Liabilities 2021: -$14,790Net Assets 2021: $2,807,4062021Assets 2022: $4,929,645Liabilities 2022: $49,648Net Assets 2022: $4,879,9972022Assets 2023: $5,961,262Liabilities 2023: $94,007Net Assets 2023: $5,867,2552023

Highlighted filing

2018

Assets$2,531,292
Liabilities$3,210
Net Assets$2,528,082
Open 2018 Filing

Operations Trend

Revenue Growth79th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2010: $964,355Expenses 2010: $979,099Net Income 2010: -$14,7442010Revenue 2011: $862,816Expenses 2011: $893,004Net Income 2011: -$30,1882011Revenue 2012: $1,125,229Expenses 2012: $881,676Net Income 2012: $243,5532012Revenue 2013: $1,190,805Expenses 2013: $1,031,511Net Income 2013: $159,2942013Revenue 2014: $1,210,344Expenses 2014: $988,737Net Income 2014: $221,6072014Revenue 2015: $1,239,783Expenses 2015: $1,097,895Net Income 2015: $141,8882015Revenue 2016: $1,381,577Expenses 2016: $1,134,539Net Income 2016: $247,0382016Revenue 2017: $1,817,432Expenses 2017: $1,476,955Net Income 2017: $340,4772017Revenue 2018: $2,300,365Expenses 2018: $1,573,667Net Income 2018: $726,6982018Revenue 2019: $2,537,174Expenses 2019: $3,188,774Net Income 2019: -$651,6002019Revenue 2020: $2,268,393Expenses 2020: $1,559,292Net Income 2020: $709,1012020Revenue 2021: $3,010,486Expenses 2021: $1,963,722Net Income 2021: $1,046,7642021Revenue 2022: $2,514,900Expenses 2022: $2,489,965Net Income 2022: $24,9352022Revenue 2023: $3,518,781Expenses 2023: $2,704,669Net Income 2023: $814,1122023

Highlighted filing

2018

Revenue$2,300,365
Expenses$1,573,667
Net Income$726,698
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$2,300,365
Mission and Program Overview

Mission

To provide for the establishment and administration of an Apprenticeship and Training Trust for members of UA Local 467 and other UA Local Unions who are working primarily in the jurisdiction of the UA Local 467. The purposes include educating and training persons in all phases of the Plumbing and Pipe Fitting Industry to the end that there shall be an adequate supply of educated and skilled journeymen available for the jurisdiction.

Operation of a training school for apprenticeship and journeymen plumbers

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$631,099$1,258,503▲ $627,404
Savings and Temporary Cash Investments$1,120,925$1,082,343▼ $38,582
Land, Buildings, and Equipment, Net$122,701$190,146▲ $67,445
Cash and Non-Interest-Bearing Accounts$350$300▼ $50
Total Assets$1,875,075$2,531,292▲ $656,217
Liabilities
Accounts Payable and Accrued Expenses$2,528$3,210▲ $682
Total Liabilities$2,528$3,210▲ $682
Net Assets / Fund Balance
Unrestricted Net Assets$1,872,547$2,528,082▲ $655,535
Total Net Assets Fund Balance$1,872,547$2,528,082▲ $655,535
Total Liabilities and Net Assets / Fund Balance$1,875,075$2,531,292▲ $656,217

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$166,768$518,641$685,409
Other Land Buildings$23,378$15,585$38,963
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert KayAdvisorFT$180,310$80,177$260,487

Board Members and Trustees

NameTitle
Christopher CollinsChairman
Scott DennyCo-chairman
Alex HallTrustee
Don TaylorTrustee
Donald BlackTrustee
Mark NelsonTrustee
Michael DoughertyTrustee
Phil CarlevarisTrustee
Rob MonaghanTrustee
Ron BellantiTrustee
Mark BurriSecretary
Eric TassioTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$426,450
Program Service Revenue
$1,839,762
Investment Income
$34,153
Other Revenue
$0
Change in Net Assets
$726,698

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,300,365
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-71,163
Total Revenue per Audited Statements
$2,229,202
Total Revenue per Form 990
$2,300,365
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,140,647
Salaries, Compensation, and Employee Benefits$433,020
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$400,426--$400,426
Current Officers, Directors, Trustees, and Key Employees$260,487--$260,487
Other Employee Benefits$92,351--$92,351
Other Salaries and Wages$80,182--$80,182
All Other Expenses$74,423--$74,423
Fees for Services Management$53,321--$53,321
Depreciation Depletion$41,654--$41,654
Other Expenses$24,521--$24,521
Insurance$20,586--$20,586
Office Expenses$17,233--$17,233
Fees for Services Accounting$14,139--$14,139
Conferences and Meetings$4,106--$4,106
Total Functional Expenses$1,573,667$0$0$1,573,667

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,573,667
Expenses per Audited Statements$1,413,513
Total Expenses per Audited Statements$1,413,513
Expenses Not Reported on Financial Statements$160,154
Other Expense Adjustments$160,154
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
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
No
Audit committee
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
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, Section A, Line 8B

“The organization does not have any committees with the authority to act on behalf of the governing body.”

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

“Trustees are mailed the form and asked to remark if they have any changes”

Form 990, Part VI, Section C, Line 19

“The entity does not made the applicable forms available to the public”

Filing and Contact Details

Filer

Filer Name
Ua Local 467 Apprenticeship and Training
EIN
94-1201260
Phone
6506920442
Address
1519 ROLLINS ROAD, BURLINGAME, CA 94010

Signing Officer

Name
Trustee Trustee
Title
Officer
Phone
6506920442
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1955
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
30
Volunteers
0

Preparer

Firm
Eide Bailly Llp
Address
3130 CROW CANYON PL STE 300, SAN RAMON, CA 94583-1386
Preparer
Terri Montgomery
Phone
9254804000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 2C:

“The board of trustees assumes responsibility for oversight of the audit of the plan's financial statements and selection of the independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“The trust has adopted guidance on accounting for uncertainty in income taxes issued by the financial accounting standards board. The trust administrator believes that the trust has not taken uncertain tax positions that require adjustment to the financial statements as a tax liability. Informational tax returns, for tax years for which the applicable statutes of limitations have not expired, are subject to examination by authorities.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Building corporation separate return 160,154.”

Raw XML AppendixShowing 400 of 514 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/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0230000
IRS990/ProgramServiceRevenueGrp/BusinessCd1230000
IRS990/ProgramServiceRevenueGrp/BusinessCd2230000
IRS990/ProgramServiceRevenueGrp/Desc0ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc1OTHER
IRS990/ProgramServiceRevenueGrp/Desc2SALE OF TEXTBOOKS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01770882
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt159685
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29195
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01770882
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt159685
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29195
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0337765
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt013656
IRS990/PYOtherExpensesAmt01074031
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01466011
IRS990/PYRevenuesLessExpensesAmt0340477
IRS990/PYSalariesCompEmpBnftPaidAmt0402924
IRS990/PYTotalExpensesAmt01476955
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01817432
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0726698
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01839762
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01120925
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01082343
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0426450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0337765
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0143729
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0907944
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt034153
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013656
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09341
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt057150
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt034153
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt013656
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt09341
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt057150
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt05304312
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt01792658
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt01419936
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus2YearsAmt01183774
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt04396368
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02219108
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01757701
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt01327503
IRS990ScheduleA/Total509Grp/TotalAmt05304312
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02253261
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01771357
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt01336844
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt05361462
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0166768
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0518641
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0685409
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0160154
IRS990ScheduleD/ExpensesSubtotalAmt01413513
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-71163
IRS990ScheduleD/OtherExpensesNotIncludedAmt0160154
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt023378
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt015585
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt038963
IRS990ScheduleD/RevenueNotReportedAmt0-71163
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02300365
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE TRUST ADMINISTRATOR BELIEVES THAT THE TRUST HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY. INFORMATIONAL TAX RETURNS, FOR TAX YEARS FOR WHICH THE APPLICABLE STATUTES OF LIMITATIONS HAVE NOT EXPIRED, ARE SUBJECT TO EXAMINATION BY AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BUILDING CORPORATION SEPARATE RETURN 160,154.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0190146
IRS990ScheduleD/TotalExpensesPerForm990Amt01573667
IRS990ScheduleD/TotalRevenuePerForm990Amt02300365
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02229202
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01413513
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0180310
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt053417
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt026760
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ROBERT KAY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ADVISOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0260487
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES ARE MAILED THE FORM AND ASKED TO REMARK IF THEY HAVE ANY CHANGES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ENTITY DOES NOT MADE THE APPLICABLE FORMS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE PLAN'S FINANCIAL STATEMENTS AND SELECTION OF THE INDEPENDENT AUDITOR.
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 C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PIPE TRADES APPRENTICESHIP AND JOURNEYMEN SAN MATEO CO- BUILDING FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1PLUMBERS & STEAMFITTERS LOCAL #467
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0941723613
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1940775047
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)5

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,531,292
Liabilities
$3,210
Net assets
$2,528,082
Revenue
$2,300,365
Expenses
$1,573,667
Net income
$726,698
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$5.96$0.09$5.87$3.52$2.70$0.81
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.93$0.05$4.88$2.51$2.49$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.79$0.01$2.81$3.01$1.96$1.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.52$0.03$2.55$2.27$1.56$0.71
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.02$2.03$2.54$3.19$0.65
2018Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$2.30$1.57$0.73
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.87$1.82$1.48$0.34
2016Summary only. Only limited summary data is available for this year.$1.47$0.00$1.46$1.38$1.13$0.25
2015Summary only. Only limited summary data is available for this year.$1.22$0.00$1.22$1.24$1.10$0.14
2014Summary only. Only limited summary data is available for this year.$1.08$0.00$1.08$1.21$0.99$0.22
2013Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$1.19$1.03$0.16
2012Summary only. Only limited summary data is available for this year.$0.70$0.00$0.69$1.13$0.88$0.24
2011Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$0.86$0.89$0.03
2010Summary only. Only limited summary data is available for this year.$0.48$0.00$0.48$0.96$0.98$0.01