Civic Intelligence

Ua Local 343 Journeyman & Apprentice Training Trust Fund

990 • Fiscal year 2022 • EIN 94-1714957

Jul 01, 2021 to Jun 30, 2022 • Filed on May 10, 2023

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

91st percentile

0.30x

Higher debt load relative to assets than 91% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

94th percentile

0.66x

Higher debt load relative to revenue than 94% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Net Margin

5th percentile

-26%

Higher net margin than 5% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

74th percentile

$163,884

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 17.3% of source-year revenue.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2022

Asset Growth

19th percentile

-8.5%

Faster asset growth than 19% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

3rd percentile

-38%

Faster revenue growth than 3% of similar nonprofits.

2022 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets91st percentile

Assets

Down

$2,055,454

Down $190,867 (-8.5%) from 2021

Net Assets

Down

$1,430,993

Down $246,375 (-15%) from 2021

Liabilities

Up

$624,461

Up $55,508 (+9.8%) from 2021

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin5th percentile

Revenue

Down

$945,338

Down $581,201 (-38%) from 2021

Expenses

Up

$1,191,713

Up $36,365 (+3.1%) from 2021

Net Income

Down

-$246,375

Down $617,566 (-166%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth19th 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

2022

Assets$2,055,454
Liabilities$624,461
Net Assets$1,430,993
Open 2022 Filing

Operations Trend

Revenue Growth3rd 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

2022

Revenue$945,338
Expenses$1,191,713
Net Income-$246,375
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 10, 2023
Return Version
2021v4.2
Gross Receipts
$945,338
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$1,677,368$1,430,993▼ $246,375
Cash and Non-Interest-Bearing Accounts$1,306,446$1,224,899▼ $81,547
Investments Other Securities$436,293$436,783▲ $490
Land, Buildings, and Equipment, Net$350,178$265,643▼ $84,535
Accounts Receivable$131,234$105,959▼ $25,275
Savings and Temporary Cash Investments$20,275$20,275→ $0
Prepaid Expenses and Deferred Charges$1,895$1,895→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$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$2,246,321$2,055,454▼ $190,867
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$568,953$624,461▲ $55,508
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$568,953$624,461▲ $55,508
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,677,368$1,430,993▼ $246,375
Total Liabilities and Net Assets / Fund Balance$2,246,321$2,055,454▼ $190,867

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$258,954$364,175$623,129
Other Land Buildings$6,689$25,797$32,486
Other Securities$436,783--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg SimonCoordinatorFT$142,282$21,602$163,884
Paul SchultzTrustee-$20,264-$20,264

Board Members and Trustees

NameTitle
Steve MccallCo-chair/secretary
Alex HallTrustee/chairman
Bill Crawley IiiTrustee
Daniel BarrettTrustee
Fred LehmanTrustee
Mike StirlingTrustee
Tim TyrrellTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$16,032
Program Service Revenue
$849,618
Investment Income
$1,907
Other Revenue
$77,781
All Other Contributions
$16,032
Change in Net Assets
$-246,375

Audited Revenue Reconciliation

Revenue per Audited Statements
$945,338
Total Revenue per Audited Statements
$945,338
Total Revenue per Form 990
$945,338
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$849,215
Salaries, Compensation, and Employee Benefits$342,498
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy---$408,725
Other Salaries and Wages---$290,860
Fees for Services Other---$152,987
Depreciation Depletion---$103,300
Payments to Affiliates---$54,371
Payroll Taxes---$30,348
Current Officers, Directors, Trustees, and Key Employees---$21,290
Fees for Services Accounting---$20,984
Information Technology---$9,612
Conferences and Meetings---$9,142
Other Expenses---$7,854
Insurance---$4,798
Office Expenses---$3,426
Travel---$2,622
Fees for Services Legal---$1,674
Total Functional Expenses$0$0$0$1,191,713

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,191,713
Total Expenses per Audited Statements$1,191,713
Total Expenses per Form 990$1,191,713
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
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
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
In Care Of
% STEVEN MCCALL
Phone
7076444071
Address
220 PEABODY ROAD, VACAVILLE, CA 95687

Signing Officer

Name
Steve Mccall
Title
Trustee
Phone
7076444071
Signed
2023-05-10
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
12
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Jessica R Roster
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsibility for oversight of the audit and selection of an independent auditor. This process has not changed.”

Form 990 Part IX Line 11G

“Description:coordinator expenses total fees:100”

Form 990 Part IX Line 11G

“Description:coord/clerical reimb. Total fees:152887”

Financial Statement Notes

FORM 990, SCEDULE D, 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 to 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, 2022, 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 2019.”

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate the tax positions taken by the Trust and to 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, 2022, 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 2019.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCEDULE D, PART X, LINE 2:
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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/ExplanationTxt2THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION:COORDINATOR EXPENSES TOTAL FEES:100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION:COORD/CLERICAL REIMB. TOTAL FEES:152887
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19:
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART IX LINE 11G
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UA Local No 343 PENSION TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Plumbers & Steamfitters Managed Health C
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,055,454
Liabilities
$624,461
Net assets
$1,430,993
Revenue
$945,338
Expenses
$1,191,713
Net income
-$246,375
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
2022Detailed filing. Detailed filing data is available for this year.$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
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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