Civic Intelligence

Openg & Partic Emp Pre-Apprentapprentice & Jrnyman Afirm Action Trng Trust for Utah

990 • Fiscal year 2017 • EIN 94-1640988

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 25, 2018

Organization ProfileN/A
1600 Harbor Bay Pkwy Ste 200Alameda, CA 94502

(510) 671-8800

Siviq Scores

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

Liabilities / Assets

47th percentile

0.07x

Higher debt load relative to assets than 47% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

67th percentile

0.24x

Higher debt load relative to revenue than 67% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

88th percentile

$182,688

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 21.5% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

42nd percentile

0.8%

Faster asset growth than 42% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

4.8%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$2,782,148

Up $22,400 (+0.8%) from 2016

Net Assets

Down

$2,576,020

Down $103,467 (-3.9%) from 2016

Liabilities

Up

$206,128

Up $125,867 (+157%) from 2016

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin18th percentile

Revenue

Up

$849,181

Up $38,972 (+4.8%) from 2016

Expenses

Up

$959,217

Up $93,093 (+11%) from 2016

Net Income

Down

-$110,036

Down $54,121 (-97%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $2,062,166Liabilities 2010: $26,019Net Assets 2010: $2,036,1472010Assets 2011: $2,828,350Liabilities 2011: $23,891Net Assets 2011: $2,804,4592011Assets 2012: $2,911,609Liabilities 2012: $36,226Net Assets 2012: $2,875,3832012Assets 2013: $2,857,044Liabilities 2013: $64,410Net Assets 2013: $2,792,6342013Assets 2014: $2,705,445Liabilities 2014: $31,007Net Assets 2014: $2,674,4382014Assets 2015: $2,843,579Liabilities 2015: $110,410Net Assets 2015: $2,733,1692015Assets 2016: $2,759,748Liabilities 2016: $80,261Net Assets 2016: $2,679,4872016Assets 2017: $2,782,148Liabilities 2017: $206,128Net Assets 2017: $2,576,0202017Assets 2018: $2,736,109Liabilities 2018: $114,036Net Assets 2018: $2,622,0732018Assets 2019: $3,222,547Liabilities 2019: $59,502Net Assets 2019: $3,163,0452019Assets 2020: $4,381,220Liabilities 2020: $99,056Net Assets 2020: $4,282,1642020Assets 2021: $5,211,052Liabilities 2021: $108,459Net Assets 2021: $5,102,5932021Assets 2022: $5,438,203Liabilities 2022: $128,157Net Assets 2022: $5,310,0462022Assets 2023: $6,675,250Liabilities 2023: $325,999Net Assets 2023: $6,349,2512023Assets 2024: $7,552,984Liabilities 2024: $134,573Net Assets 2024: $7,418,4112024

Highlighted filing

2017

Assets$2,782,148
Liabilities$206,128
Net Assets$2,576,020
Open 2017 Filing

Operations Trend

Revenue Growth51st percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $1,343,861Expenses 2010: $789,419Net Income 2010: $554,4422010Revenue 2011: $1,481,108Expenses 2011: $730,240Net Income 2011: $750,8682011Revenue 2012: $828,706Expenses 2012: $768,579Net Income 2012: $60,1272012Revenue 2013: $661,086Expenses 2013: $735,365Net Income 2013: -$74,2792013Revenue 2014: $663,297Expenses 2014: $766,108Net Income 2014: -$102,8112014Revenue 2015: $838,690Expenses 2015: $767,645Net Income 2015: $71,0452015Revenue 2016: $810,209Expenses 2016: $866,124Net Income 2016: -$55,9152016Revenue 2017: $849,181Expenses 2017: $959,217Net Income 2017: -$110,0362017Revenue 2018: $982,099Expenses 2018: $844,753Net Income 2018: $137,3462018Revenue 2019: $1,173,855Expenses 2019: $827,811Net Income 2019: $346,0442019Revenue 2020: $1,929,848Expenses 2020: $894,612Net Income 2020: $1,035,2362020Revenue 2021: $1,769,757Expenses 2021: $960,857Net Income 2021: $808,9002021Revenue 2022: $1,875,097Expenses 2022: $1,109,106Net Income 2022: $765,9912022Revenue 2023: $1,950,735Expenses 2023: $1,255,796Net Income 2023: $694,9392023Revenue 2024: $2,350,248Expenses 2024: $1,495,642Net Income 2024: $854,6062024

Highlighted filing

2017

Revenue$849,181
Expenses$959,217
Net Income-$110,036
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 25, 2018
Return Version
2017v2.3
Gross Receipts
$2,212,229
Mission and Program Overview

Mission

To provde a journeyman and apprentice training program for the operating engineers of utah covered by the collective bargaining agreements between the employers and the union.

To provide a journeyman and apprentice training program for the operating engineers of utah covered by the collective bargaining agreements between the employers and the union.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,679,487$2,576,020▼ $103,467
Investments in Publicly Traded Securities$1,928,911$1,917,018▼ $11,893
Accounts Receivable$89,234$387,483▲ $298,249
Land, Buildings, and Equipment, Net$288,402$244,794▼ $43,608
Cash and Non-Interest-Bearing Accounts$411,906$162,261▼ $249,645
Savings and Temporary Cash Investments$2,308$35,889▲ $33,581
Pledges and Grants Receivable$15,992$10,575▼ $5,417
Prepaid Expenses and Deferred Charges$6,807$7,940▲ $1,133
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$2,759,748$2,782,148▲ $22,400
Other Assets Total$16,188$16,188→ $0
Liabilities
Other Liabilities$8,141$143,529▲ $135,388
Accounts Payable and Accrued Expenses$72,120$62,599▼ $9,521
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$80,261$206,128▲ $125,867
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,679,487$2,576,020▼ $103,467
Total Liabilities and Net Assets / Fund Balance$2,759,748$2,782,148▲ $22,400

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$183,480$388,981$572,461
Other Land Buildings$61,314$90,860$152,174
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
jeff andersonapprenticeship training DirectorFT$111,229$71,459$182,688

Board Members and Trustees

NameTitle
Andy AndersonTrustee
Ben MillsTrustee
Brandon DewTrustee
Bryan FlakeTrustee
James SullivanTrustee
Lon StamTrustee
Rj PeeryTrustee
Russ BurnsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$42,569
Program Service Revenue
$786,526
Investment Income
$16,395
Other Revenue
$3,691
All Other Contributions
$34,766
Change in Net Assets
$-110,036

Audited Revenue Reconciliation

Revenue per Audited Statements
$849,181
Revenue Not Reported on Form 990
$6,569
Total Revenue per Audited Statements
$855,750
Total Revenue per Form 990
$849,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$643,901
Other Expenses$315,316
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$408,535$0$0$408,535
Pension Plan Contributions$147,189$0$0$147,189
Depreciation Depletion$71,012$0$0$71,012
Other Employee Benefits$59,689$0$0$59,689
Other Expenses$36,667$0$0$36,667
Office Expenses$33,749$0$0$33,749
Payroll Taxes$28,488$0$0$28,488
Fees for Services Management$0$10,072$0$10,072
Fees for Services Legal$0$9,904$0$9,904
Fees for Services Accounting$0$9,000$0$9,000
Occupancy$7,042$0$0$7,042
Fees for Service Investment Mgmnt Fees$0$6,353$0$6,353
Conferences and Meetings$4,315$0$0$4,315
All Other Expenses$2,606--$2,606
Total Functional Expenses$923,888$35,329$0$959,217

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$959,217
Total Expenses per Audited Statements$959,217
Total Expenses per Form 990$959,217
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Other Trusts$105,546
Due to Multi-plan Services$37,983
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION A, LINE 8B:

“The trust does not have any committees with authority to act on behalf of the governing body. Part vi, section b, line 11b: all board members are issued a copy of the tax returns for review along with a copy of the annual audit. Part vi, section b, line 12c: to monitor and enforce compliance with the conflict of interest policy, the trust employs a senior vice president and chief compliance officer. Part vi, section c, line 19: the trust makes its governing documents and financial statements available to participants upon request.”

Filing and Contact Details

Filer

Filer Name
Operating Engineers & Participating Employers
EIN
94-1640988
In Care Of
% ZENITH AMERICAN SOLUTIONS
Phone
5106718800
Address
1600 HARBOR BAY PKWY STE 200, ALAMEDA, CA 94502

Signing Officer

Name
James Sullivan
Title
co chairman
Phone
5106718800
Signed
2018-10-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Sullivan
Formed
1966
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
5
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
TWO EMBARCADERO CTR STE 2280, SAN FRANCISCO, CA 94111-3916
Preparer
Catherine Gardner
Phone
4159563600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the trust and recognize a tax liability if the trust has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 560 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt072120
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt062599
IRS990/AccountsReceivableGrp/BOYAmt089234
IRS990/AccountsReceivableGrp/EOYAmt0387483
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE A JOURNEYMAN AND APPRENTICE TRAINING PROGRAM FOR THE OPERATING ENGINEERS OF UTAH COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE EMPLOYERS AND THE UNION.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt034766
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02606
IRS990/AllOtherExpensesGrp/TotalAmt02606
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0ZENITH AMERICAN SOLUTIONS
IRS990/BooksInCareOfDetail/PhoneNum05106718800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01600 HARBOR BAY PKWY STE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALAMEDA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094502
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0411906
IRS990/CashNonInterestBearingGrp/EOYAmt0162261
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt04315
IRS990/ConferencesMeetingsGrp/TotalAmt04315
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt042569
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt016395
IRS990/CYOtherExpensesAmt0315316
IRS990/CYOtherRevenueAmt03691
IRS990/CYProgramServiceRevenueAmt0786526
IRS990/CYRevenuesLessExpensesAmt0-110036
IRS990/CYSalariesCompEmpBnftPaidAmt0643901
IRS990/CYTotalExpensesAmt0959217
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0849181
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt071012
IRS990/DepreciationDepletionGrp/TotalAmt071012
IRS990/Desc0TO PROVIDE A JOURNEYMAN AND APPRENTICE TRAINING PROGRAM FOR THE OPERATING ENGINEERS OF UTAH COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE EMPLOYERS AND THE UNION.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0923888
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09000
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt09000
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt09904
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt09904
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt010072
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt010072
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt06353
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06353
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.0
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/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt871459
IRS990/Form990PartVIISectionAGrp/PersonNm0BEN MILLS
IRS990/Form990PartVIISectionAGrp/PersonNm1BRYAN FLAKE
IRS990/Form990PartVIISectionAGrp/PersonNm2ANDY ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm3LON STAM
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm5BRANDON DEW
IRS990/Form990PartVIISectionAGrp/PersonNm6RJ PEERY
IRS990/Form990PartVIISectionAGrp/PersonNm7RUSS BURNS
IRS990/Form990PartVIISectionAGrp/PersonNm8jeff anderson
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8111229
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/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8apprenticeship training dir
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-26782
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt07803
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01336266
IRS990/GrossReceiptsAmt02212229
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt043177
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt043177
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01928911
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01917018
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0479841
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0288402
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0244794
IRS990/LandBldgEquipCostOrOtherBssAmt0724635
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01363048
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE A JOURNEYMAN AND APPRENTICE TRAINING PROGRAM FOR THE OPERATING ENGINEERS OF UTAH COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE EMPLOYERS AND THE UNION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt02679487
IRS990/NetAssetsOrFundBalancesEOYAmt02576020
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-26782
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-26782
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06569
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt07042
IRS990/OccupancyGrp/TotalAmt07042
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt033749
IRS990/OfficeExpensesGrp/TotalAmt033749
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt016188
IRS990/OtherAssetsTotalGrp/EOYAmt016188
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt059689
IRS990/OtherEmployeeBenefitsGrp/TotalAmt059689
IRS990/OtherExpensesGrp/Desc0EQUIP MAINT & OPERATIONS
IRS990/OtherExpensesGrp/Desc1TRAINING AND DEVELOPMENT
IRS990/OtherExpensesGrp/Desc2TRAINING CENTER MAINTENANCE
IRS990/OtherExpensesGrp/Desc3MULTI-PLAN SERVICE FEES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt064949
IRS990/OtherExpensesGrp/ProgramServicesAmt139380
IRS990/OtherExpensesGrp/ProgramServicesAmt220267
IRS990/OtherExpensesGrp/ProgramServicesAmt336667
IRS990/OtherExpensesGrp/TotalAmt064949
IRS990/OtherExpensesGrp/TotalAmt139380
IRS990/OtherExpensesGrp/TotalAmt220267
IRS990/OtherExpensesGrp/TotalAmt336667
IRS990/OtherLiabilitiesGrp/BOYAmt08141
IRS990/OtherLiabilitiesGrp/EOYAmt0143529
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0LIQUIDATED DAMAGES
IRS990/OtherRevenueMiscGrp/Desc1TRAINING INCOME
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt040
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt12011
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt21640
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt040
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12011
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt21640
IRS990/OtherRevenueTotalAmt03691
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0408535
IRS990/OtherSalariesAndWagesGrp/TotalAmt0408535
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt028488
IRS990/PayrollTaxesGrp/TotalAmt028488
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0147189
IRS990/PensionPlanContributionsGrp/TotalAmt0147189
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt015992
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt010575
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06807
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07940
IRS990/PrincipalOfficerNm0JAMES SULLIVAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0786526
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0786526
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt052380
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt029178
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0337361
IRS990/PYOtherRevenueAmt08890
IRS990/PYProgramServiceRevenueAmt0719761
IRS990/PYRevenuesLessExpensesAmt0-55915
IRS990/PYSalariesCompEmpBnftPaidAmt0528763
IRS990/PYTotalExpensesAmt0866124
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0810209
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-110036
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0790217
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02679487
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02576020
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02308
IRS990/SavingsAndTempCashInvstGrp/EOYAmt035889
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0831146
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0779360
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0798686
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0620114
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0550286
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03579592
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt043177
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt047697
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt048729
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt049733
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt025804
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0215140
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt043177
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt047697
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt048729
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt049733

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,782,148
Liabilities
$206,128
Net assets
$2,576,020
Revenue
$849,181
Expenses
$959,217
Net income
-$110,036
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.55$0.13$7.42$2.35$1.50$0.85
2023Summary only. Only limited summary data is available for this year.$6.68$0.33$6.35$1.95$1.26$0.69
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.44$0.13$5.31$1.88$1.11$0.77
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.21$0.11$5.10$1.77$0.96$0.81
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.38$0.10$4.28$1.93$0.89$1.04
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.06$3.16$1.17$0.83$0.35
2018Summary only. Only limited summary data is available for this year.$2.74$0.11$2.62$0.98$0.84$0.14
2017Detailed filing. Detailed filing data is available for this year.$2.78$0.21$2.58$0.85$0.96$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.76$0.08$2.68$0.81$0.87$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.84$0.11$2.73$0.84$0.77$0.07
2014Detailed filing. Detailed filing data is available for this year.$2.71$0.03$2.67$0.66$0.77$0.10
2013Summary only. Only limited summary data is available for this year.$2.86$0.06$2.79$0.66$0.74$0.07
2012Summary only. Only limited summary data is available for this year.$2.91$0.04$2.88$0.83$0.77$0.06
2011Summary only. Only limited summary data is available for this year.$2.83$0.02$2.80$1.48$0.73$0.75
2010Summary only. Only limited summary data is available for this year.$2.06$0.03$2.04$1.34$0.79$0.55