Liabilities / Assets
63rd percentile
Higher debt load relative to assets than 63% of similar nonprofits.
990 • Fiscal year 2018 • EIN 94-1714957
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
63rd percentile
Higher debt load relative to assets than 63% of similar nonprofits.
Liabilities / Revenue
73rd percentile
Higher debt load relative to revenue than 73% of similar nonprofits.
Net Margin
76th percentile
Higher net margin than 76% of similar nonprofits.
Top Officer Pay
26th percentile
Higher top officer pay than 26% of similar nonprofits.
Top officer pay equals 3.7% of source-year revenue.
Asset Growth
55th percentile
Faster asset growth than 55% of similar nonprofits.
Revenue Growth
66th percentile
Faster revenue growth than 66% of similar nonprofits.
Assets
Up$1,084,634
Up $52,621 (+5.1%) from 2017
Net Assets
Up$1,037,990
Up $90,107 (+9.5%) from 2017
Liabilities
Down$46,644
Down $37,486 (-45%) from 2017
Revenue
Up$536,321
Up $35,874 (+7.2%) from 2017
Expenses
Up$446,214
Up $44,675 (+11%) from 2017
Net Income
Down$90,107
Down $8,801 (-8.9%) from 2017
To provide apprenticeship training for plumbers and steamfitters in napa and solano counties.
APPRENTICE TRAINING
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $947,883 | $1,037,990 | ▲ $90,107 |
| Investments Other Securities | $430,825 | $431,683 | ▲ $858 |
| Land, Buildings, and Equipment, Net | $388,827 | $362,273 | ▼ $26,554 |
| Cash and Non-Interest-Bearing Accounts | $113,141 | $192,371 | ▲ $79,230 |
| Accounts Receivable | $77,019 | $76,115 | ▼ $904 |
| Savings and Temporary Cash Investments | $20,306 | $20,297 | ▼ $9 |
| Prepaid Expenses and Deferred Charges | $1,895 | $1,895 | → $0 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $1,032,013 | $1,084,634 | ▲ $52,621 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $14,938 | $22,740 | ▲ $7,802 |
| Mortgage Notes Payable Secured by Investment Property | $62,292 | $19,304 | ▼ $42,988 |
| Deferred Revenue | $6,900 | $4,600 | ▼ $2,300 |
| Total Liabilities | $84,130 | $46,644 | ▼ $37,486 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $947,883 | $1,037,990 | ▲ $90,107 |
| Total Liabilities and Net Assets / Fund Balance | $1,032,013 | $1,084,634 | ▲ $52,621 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $249,063 | $544,854 | $793,917 |
| Equipment | $57,210 | $197,839 | $255,049 |
| Land | $56,000 | - | $56,000 |
| Other Securities | $431,683 | - | - |
| Name | Title | Base | Total |
|---|---|---|---|
| Paul Schulz | Trustee | $20,093 | $20,093 |
| Greig Hope | Trustee - Past | $12,380 | $12,380 |
| Greg Simon | Trustee | $8,197 | $8,197 |
| Name | Title |
|---|---|
| William Cawley | Trustee/chairman |
| Alex Hall | Trustee |
| Bill Cawley Iii | Trustee |
| Eric Savage | Trustee |
| Tim Tyrrell | Trustee |
| Ronald Mitchell | Trustee - Past |
| Steve Mccall | Trustee/secretary |
| Line Item | Amount |
|---|---|
| Other Expenses | $291,951 |
| Salaries, Compensation, and Employee Benefits | $154,263 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Fees for Services Other | - | - | - | $109,297 |
| Other Salaries and Wages | - | - | - | $81,010 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $56,300 |
| Depreciation Depletion | - | - | - | $40,915 |
| Payments to Affiliates | - | - | - | $31,418 |
| Occupancy | - | - | - | $23,522 |
| Fees for Services Accounting | - | - | - | $15,900 |
| Payroll Taxes | - | - | - | $15,515 |
| Insurance | - | - | - | $14,905 |
| Office Expenses | - | - | - | $9,331 |
| Conferences and Meetings | - | - | - | $8,077 |
| Information Technology | - | - | - | $4,739 |
| Interest | - | - | - | $4,619 |
| Fees for Services Legal | - | - | - | $2,862 |
| Other Employee Benefits | - | - | - | $1,438 |
| Other Expenses | - | - | - | $527 |
| Total Functional Expenses | $0 | $0 | $0 | $446,214 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $446,214 |
| Total Expenses per Audited Statements | $446,214 |
| Total Expenses per Form 990 | $446,214 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The chair and co-chair reviewed the form 990 before it was filed. A copy of the form 990 was provided to the board of trustees for review at a scheduled meeting.”
“The organization makes its governing documents and financial statements available to the public upon request.”
“Coordinators' expense 1,527. Coord/clerical service reimb. 107,770.”
“Accounting principles generally accepted in the united states of america require management to evaluate the tax positions taken by the trust and recognize a tax liability if the trust has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The trust has analyzed the tax positions taken by the trust and has concluded that, as of june 30, 2018, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the financial statements. The trust is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The trust believes it is no longer subject to income tax examinations for the fiscal years prior to 2015.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 14938 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 22740 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 77019 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 76115 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | APPRENTICE TRAINING |
| IRS990/AllOtherContributionsAmt | 0 | 1176 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | STEVEN MCCALL |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7076444071 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 401 NEBRASKA ST |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | VALLEJO |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94590 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 113141 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 192371 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 56300 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 8077 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 1176 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 904 |
| IRS990/CYOtherExpensesAmt | 0 | 291951 |
| IRS990/CYOtherRevenueAmt | 0 | 53970 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 480271 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 90107 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 154263 |
| IRS990/CYTotalExpensesAmt | 0 | 446214 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 536321 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 6900 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 4600 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 40915 |
| IRS990/Desc | 0 | PROVIDED APPRENTICESHIP TRAINING FOR PLUMBERS AND STEAMFITTERS IN NAPA AND SOLANO COUNTIES. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 14 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 15900 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 2862 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 109297 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.20 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.20 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.20 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.20 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.20 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.20 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.20 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 0.20 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 0.20 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 0.20 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | WILLIAM CAWLEY |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | ALEX HALL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | TIM TYRRELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | PAUL SCHULZ |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | GREIG HOPE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | GREG SIMON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | BILL CAWLEY III |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | STEVE MCCALL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | ERIC SAVAGE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | RONALD MITCHELL |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 20093 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 12380 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 8197 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE/CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE - PAST |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE/SECRETARY |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | TRUSTEE - PAST |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/FormationYr | 0 | 1981 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 536321 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIXInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 4739 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 14905 |
| IRS990/InterestGrp/TotalAmt | 0 | 4619 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 904 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 904 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 430825 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 431683 |
| IRS990/IRPDocumentCnt | 0 | 4 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 742693 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 388827 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 362273 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 1104966 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO PROVIDE APPRENTICESHIP TRAINING FOR PLUMBERS AND STEAMFITTERS IN NAPA AND SOLANO COUNTIES. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt | 0 | 62292 |
| IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt | 0 | 19304 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 947883 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1037990 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 23522 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 9331 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 1438 |
| IRS990/OtherExpensesGrp/Desc | 0 | TRAINING EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 1 | MISCELLANEOUS EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 2 | VENDING MACHINE EXPENSE |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 16905 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 8934 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 527 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | MONTOYA REIMBURSEMENTS |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | MISCELLANEOUS INCOME |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 49197 |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 1 | 4773 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 49197 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 4773 |
| IRS990/OtherRevenueTotalAmt | 0 | 53970 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 81010 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 31418 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 15515 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 1895 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 1895 |
| IRS990/PrincipalOfficerNm | 0 | STEVE MCCALL |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 480271 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 480271 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 1678 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 927 |
| IRS990/PYOtherExpensesAmt | 0 | 271896 |
| IRS990/PYOtherRevenueAmt | 0 | 58275 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 439567 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 98908 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 129643 |
| IRS990/PYTotalExpensesAmt | 0 | 401539 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 500447 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 90107 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 947883 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 1037990 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 20306 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 20297 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 249063 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 544854 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 793917 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 57210 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 197839 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 255049 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 446214 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 56000 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 56000 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 431683 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | CERTIFICATES OF DEPOSIT |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
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| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE THE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE TRUST HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST AND HAS CONCLUDED THAT, AS OF JUNE 30, 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TRUST BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2015. |
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| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 431683 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 446214 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 536321 |
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| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 446214 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE CHAIR AND CO-CHAIR REVIEWED THE FORM 990 BEFORE IT WAS FILED. A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW AT A SCHEDULED MEETING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | COORDINATORS' EXPENSE 1,527. COORD/CLERICAL SERVICE REIMB. 107,770. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART IX, LINE 11G |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | PLUMBERS & STEAMFITTERS MANAGED HEALTH CARE PLAN |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | CA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | TO PROVIDE RETIREMENT PENSION BENEFITS TO ELIGIBLE UNION MEMBERS. |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS |
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| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
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| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
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| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
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| IRS990/TotalAssetsEOYAmt | 0 | 1084634 |
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| IRS990/TotalAssetsGrp/EOYAmt | 0 | 1084634 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
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| IRS990/TotalEmployeeCnt | 0 | 14 |
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| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 84130 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 46644 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 84130 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 46644 |
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| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 1037990 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
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| IRS990/TotalReportableCompFromOrgAmt | 0 | 40670 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 54874 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 480271 |
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| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 1032013 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 1084634 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 401 NEBRASKA STREET |
| IRS990/USAddress/CityNm | 0 | VALLEJO |
| IRS990/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/USAddress/ZIPCd | 0 | 94590 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 8 |
| IRS990/VotingMembersIndependentCnt | 0 | 6 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | STEVE MCCALL |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7076444071 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-04-25 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | UA LOCAL 343 JOURNEYMAN & APPRENTICE |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | TRAINING TRUST FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | UALO |
| ReturnHeader/Filer/EIN | 0 | 941714957 |
| ReturnHeader/Filer/PhoneNum | 0 | 7076444071 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 401 NEBRASKA STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | VALLEJO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94590 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | D85FB602DC4FA66F28A631CB81EF53DF59ECABFA |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 92C7F91AD246760067C653CBF66B8BF12B4D5FD1 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 66.7.226.66 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-04-25 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PD |
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Displayed year
2018 • Form 990Detailed filing. Detailed filing data is available for this year.