Civic Intelligence

Ua Local 343 Journeyman & Apprentice Training Trust Fund

990 • Fiscal year 2023 • EIN 94-1714957

Jul 01, 2022 to Jun 30, 2023 • Filed on May 07, 2024

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

89th percentile

0.24x

Higher debt load relative to assets than 89% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

91st percentile

0.42x

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

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Net Margin

4th percentile

-29%

Higher net margin than 4% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

76th percentile

$172,955

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 18.2% of source-year revenue.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Asset Growth

3rd percentile

-20%

Faster asset growth than 3% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

33rd percentile

0.3%

Faster revenue growth than 33% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets89th percentile

Assets

Flat

$1,634,445

Flat from 2023

Net Assets

Flat

$1,239,929

Flat from 2023

Liabilities

Flat

$394,516

Flat from 2023

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin4th percentile

Revenue

Flat

$948,250

Flat from 2023

Expenses

Flat

$1,225,394

Flat from 2023

Net Income

Flat

-$277,144

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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: $1,239,9292023Assets 2023: $1,634,445Liabilities 2023: $394,516Net Assets 2023: $1,239,9292023

Highlighted filing

2023

Assets$1,634,445
Liabilities$394,516
Net Assets$1,239,929
Open 2023 Filing

Operations Trend

Revenue Growth33rd 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: -$277,1442023Revenue 2023: $948,250Expenses 2023: $1,225,394Net Income 2023: -$277,1442023

Highlighted filing

2023

Revenue$948,250
Expenses$1,225,394
Net Income-$277,144
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 7, 2024
Return Version
2022v5.0
Gross Receipts
$948,250
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$1,430,993$1,239,929▼ $191,064
Cash and Non-Interest-Bearing Accounts$1,224,899$877,312▼ $347,587
Investments Other Securities$436,783$437,622▲ $839
Land, Buildings, and Equipment, Net$265,643$174,220▼ $91,423
Accounts Receivable$105,959$123,121▲ $17,162
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$2,055,454$1,634,445▼ $421,009
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$624,461$394,516▼ $229,945
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$624,461$394,516▼ $229,945
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,430,993$1,239,929▼ $191,064
Total Liabilities and Net Assets / Fund Balance$2,055,454$1,634,445▼ $421,009

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$173,291$460,651$633,942
Other Land Buildings$929$31,557$32,486
Other Securities$437,622--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Greg SimonCoordinatorFT$142,282$30,673$172,955
Paul SchultzTrustee-$19,480-$19,480

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
$15,113
Program Service Revenue
$857,322
Investment Income
$1,788
Other Revenue
$74,027
All Other Contributions
$15,113
Change in Net Assets
$-277,144

Audited Revenue Reconciliation

Revenue per Audited Statements
$948,250
Total Revenue per Audited Statements
$948,250
Total Revenue per Form 990
$948,250
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$880,979
Salaries, Compensation, and Employee Benefits$344,415
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$270,377
Occupancy---$246,311
Other Expenses---$168,649
Fees for Services Other---$150,225
Depreciation Depletion---$102,236
Payments to Affiliates---$47,584
Other Employee Benefits---$31,603
Payroll Taxes---$26,079
Fees for Services Accounting---$20,289
Current Officers, Directors, Trustees, and Key Employees---$16,356
Insurance---$13,825
Conferences and Meetings---$13,004
Information Technology---$10,447
Office Expenses---$4,131
Fees for Services Legal---$2,862
Travel---$1,230
Total Functional Expenses$0$0$0$1,225,394

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,225,394
Total Expenses per Audited Statements$1,225,394
Total Expenses per Form 990$1,225,394
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
2024-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Mccall
Formed
1981
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
7
Employees
15
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 XI, line 8

“Adjustment to lease obligation under licensing agreement.”

Form 990 Part IX Line 11G

“Description:coordinator expenses total fees:100”

Form 990 Part IX Line 11G

“Description:coord/clerical reimb. Total fees:150125”

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, 2023, 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.”

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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, 2023, 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.
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/ExplanationTxt3ADJUSTMENT TO LEASE OBLIGATION UNDER LICENSING AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION:COORDINATOR EXPENSES TOTAL FEES:100
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION:COORD/CLERICAL REIMB. TOTAL FEES:150125
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B:
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3form 990, part xi, line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART IX LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0946092775
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1HEALTH BENEFI

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,634,445
Liabilities
$394,516
Net assets
$1,239,929
Revenue
$948,250
Expenses
$1,225,394
Net income
-$277,144
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.39$1.24$0.95$1.23$0.28
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
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