Civic Intelligence

Ua Local 343 Journeyman & Apprentice Training Trust Fund

990 • Fiscal year 2019 • EIN 94-1714957

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 28, 2020

Organization ProfileN/A
220 Peabody RoadVacaville, CA 95687

(707) 644-4071

Siviq Scores

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

Liabilities / Assets

57th percentile

0.02x

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

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.03x

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

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Net Margin

92nd percentile

35%

Higher net margin than 92% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

52nd percentile

$112,307

Higher top officer pay than 52% of similar nonprofits.

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

2019 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2019

Asset Growth

92nd percentile

31%

Faster asset growth than 92% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

98th percentile

86%

Faster revenue growth than 98% of similar nonprofits.

2019 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$1,424,417

Up $339,783 (+31%) from 2018

Net Assets

Up

$1,391,155

Up $353,165 (+34%) from 2018

Liabilities

Down

$33,262

Down $13,382 (-29%) from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin92nd percentile

Revenue

Up

$997,359

Up $461,038 (+86%) from 2018

Expenses

Up

$644,194

Up $197,980 (+44%) from 2018

Net Income

Up

$353,165

Up $263,058 (+292%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth92nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,538,391Liabilities 2011: $270,525Net Assets 2011: $1,267,8662011Assets 2012: $1,305,530Liabilities 2012: $245,671Net Assets 2012: $1,059,8592012Assets 2013: $1,139,086Liabilities 2013: $211,012Net Assets 2013: $928,0742013Assets 2014: $998,818Liabilities 2014: $183,089Net Assets 2014: $815,7292014Assets 2015: $928,710Liabilities 2015: $151,825Net Assets 2015: $776,8852015Assets 2016: $980,027Liabilities 2016: $131,052Net Assets 2016: $848,9752016Assets 2017: $1,032,013Liabilities 2017: $84,130Net Assets 2017: $947,8832017Assets 2018: $1,084,634Liabilities 2018: $46,644Net Assets 2018: $1,037,9902018Assets 2019: $1,424,417Liabilities 2019: $33,262Net Assets 2019: $1,391,1552019Assets 2020: $1,492,282Liabilities 2020: $186,105Net Assets 2020: $1,306,1772020Assets 2021: $2,246,321Liabilities 2021: $568,953Net Assets 2021: $1,677,3682021Assets 2022: $2,055,454Liabilities 2022: $624,461Net Assets 2022: $1,430,9932022Assets 2023: $1,634,445Liabilities 2023: $394,516Net Assets 2023: $1,239,9292023

Highlighted filing

2019

Assets$1,424,417
Liabilities$33,262
Net Assets$1,391,155
Open 2019 Filing

Operations Trend

Revenue Growth98th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $574,103Expenses 2011: $523,100Net Income 2011: $51,0032011Revenue 2012: $276,921Expenses 2012: $484,928Net Income 2012: -$208,0072012Revenue 2013: $273,202Expenses 2013: $404,987Net Income 2013: -$131,7852013Revenue 2014: $327,490Expenses 2014: $439,835Net Income 2014: -$112,3452014Revenue 2015: $331,109Expenses 2015: $369,953Net Income 2015: -$38,8442015Revenue 2016: $481,820Expenses 2016: $409,730Net Income 2016: $72,0902016Revenue 2017: $500,447Expenses 2017: $401,539Net Income 2017: $98,9082017Revenue 2018: $536,321Expenses 2018: $446,214Net Income 2018: $90,1072018Revenue 2019: $997,359Expenses 2019: $644,194Net Income 2019: $353,1652019Revenue 2020: $849,735Expenses 2020: $934,713Net Income 2020: -$84,9782020Revenue 2021: $1,526,539Expenses 2021: $1,155,348Net Income 2021: $371,1912021Revenue 2022: $945,338Expenses 2022: $1,191,713Net Income 2022: -$246,3752022Revenue 2023: $948,250Expenses 2023: $1,225,394Net Income 2023: -$277,1442023

Highlighted filing

2019

Revenue$997,359
Expenses$644,194
Net Income$353,165
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 28, 2020
Return Version
2018v3.1
Gross Receipts
$997,359
Mission and Program Overview

Mission

To provide apprenticeship training for plumbers and steamfitters in napa and solano counties.

APPRENTICE TRAINING

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,037,990$1,391,155▲ $353,165
Cash and Non-Interest-Bearing Accounts$192,371$475,215▲ $282,844
Investments Other Securities$431,683$432,589▲ $906
Land, Buildings, and Equipment, Net$362,273$422,311▲ $60,038
Accounts Receivable$76,115$72,119▼ $3,996
Savings and Temporary Cash Investments$20,297$20,288▼ $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$1,084,634$1,424,417▲ $339,783
Liabilities
Accounts Payable and Accrued Expenses$22,740$30,962▲ $8,222
Mortgage Notes Payable Secured by Investment Property$19,304$0▼ $19,304
Deferred Revenue$4,600$2,300▼ $2,300
Total Liabilities$46,644$33,262▼ $13,382
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,037,990$1,391,155▲ $353,165
Total Liabilities and Net Assets / Fund Balance$1,084,634$1,424,417▲ $339,783

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$229,713$564,204$793,917
Equipment$136,598$222,554$359,152
Land$56,000-$56,000
Other Securities$432,589--
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg SimonTrustee/coordinatorFT$95,122$17,185$112,307
Paul SchulzTrustee-$13,680-$13,680

Board Members and Trustees

NameTitle
Steve MccallCo-chair/secretary
Alex HallTrustee/chairman
William CawleyTrustee/chairman - Past
Bill Cawley IiiTrustee
Eric SavageTrustee
Mike StirlingTrustee
Tim TyrrellTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$914,268
Investment Income
$1,118
Other Revenue
$81,973
Change in Net Assets
$353,165

Audited Revenue Reconciliation

Revenue per Audited Statements
$997,359
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$997,359
Total Revenue per Form 990
$997,359
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$372,949
Salaries, Compensation, and Employee Benefits$271,245
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$172,728
Fees for Services Other---$137,361
Other Salaries and Wages---$79,030
Payments to Affiliates---$47,753
Depreciation Depletion---$44,065
Occupancy---$24,261
Conferences and Meetings---$21,218
Payroll Taxes---$19,487
Fees for Services Accounting---$18,264
Office Expenses---$17,220
Insurance---$15,960
Information Technology---$4,428
Fees for Services Legal---$837
Other Expenses---$659
Interest---$522
Travel---$371
Total Functional Expenses$0$0$0$644,194

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$644,194
Total Expenses per Audited Statements$644,194
Total Expenses per Form 990$644,194
Expenses Not Reported on Financial Statements$0
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“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.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Ua Local 343 Journeyman & Apprentice
EIN
94-1714957
Phone
7076444071
Address
220 PEABODY ROAD, VACAVILLE, CA 95687

Signing Officer

Name
Steve Mccall
Title
Trustee
Phone
7076444071
Signed
2020-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Mccall
Formed
1981
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
6
Employees
15
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583-4210
Preparer
Debbie R Dimery
Phone
9252779100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Coordinator expenses 361. Coord/clerical service reimb. 133,500. Appraisal expenses 3,500.”

Financial Statement Notes

PART X, LINE 2:

“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, 2019, 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 2016.”

Raw XML AppendixShowing 400 of 410 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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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0564204
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0997359
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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, 2019, 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 2016.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalBookValueSecuritiesAmt0432589
IRS990ScheduleD/TotalExpensesPerForm990Amt0644194
IRS990ScheduleD/TotalRevenuePerForm990Amt0997359
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0644194
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COORDINATOR EXPENSES 361. COORD/CLERICAL SERVICE REIMB. 133,500. APPRAISAL EXPENSES 3,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE RETIREMENT PENSION BENEFITS TO ELIGIBLE UNION MEMBERS.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE HEALTH & WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS
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IRS990ScheduleR/PaidEmployeesSharingInd00
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IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,424,417
Liabilities
$33,262
Net assets
$1,391,155
Revenue
$997,359
Expenses
$644,194
Net income
$353,165
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.63$0.39$1.24$0.95$1.23$0.28
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.62$1.43$0.95$1.19$0.25
2021Summary only. Only limited summary data is available for this year.$2.25$0.57$1.68$1.53$1.16$0.37
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.19$1.31$0.85$0.93$0.08
2019Detailed filing. Detailed filing data is available for this year.$1.42$0.03$1.39$1.00$0.64$0.35
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.05$1.04$0.54$0.45$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.08$0.95$0.50$0.40$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.13$0.85$0.48$0.41$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.15$0.78$0.33$0.37$0.04
2014Summary only. Only limited summary data is available for this year.$1.00$0.18$0.82$0.33$0.44$0.11
2013Summary only. Only limited summary data is available for this year.$1.14$0.21$0.93$0.27$0.40$0.13
2012Summary only. Only limited summary data is available for this year.$1.31$0.25$1.06$0.28$0.48$0.21
2011Summary only. Only limited summary data is available for this year.$1.54$0.27$1.27$0.57$0.52$0.05