Civic Intelligence

Ua Local 159 Journeyman And

EIN 94-6090492 • 501(c)5 • Martinez, CA

Profile

To provide education and training for persons in all phases of the plumbing and pipefitting industry.

1308 Roman WayMartinez, CA 94553

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

57th percentile

0.00x

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

501(c)5 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.01x

Higher debt load relative to revenue than 60% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2023

Net Margin

59th percentile

9.3%

Higher net margin than 59% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

56th percentile

5.0%

Faster asset growth than 56% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-11%

Faster revenue growth than 13% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$966,346

Up $43,748 (+4.7%) from 2023

Liabilities

Up

$6,187

Up $1,620 (+35%) from 2023

Net Assets

Up

$960,159

Up $42,128 (+4.6%) from 2023

Operations
Liabilities / Revenue60th percentileNet Margin59th percentile

Revenue

Up

$652,544

Up $140,639 (+27%) from 2023

Expenses

Up

$610,416

Up $146,189 (+31%) from 2023

Net Income

Down

$42,128

Down $5,550 (-12%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $159,282Liabilities 2011: $14,259Net Assets 2011: $145,0232011Assets 2012: $187,784Liabilities 2012: $6,394Net Assets 2012: $181,3902012Assets 2013: $168,595Liabilities 2013: $13,570Net Assets 2013: $155,0252013Assets 2014: $189,281Liabilities 2014: $16,417Net Assets 2014: $172,8642014Assets 2015: $279,632Liabilities 2015: $4,765Net Assets 2015: $274,8672015Assets 2016: $239,056Liabilities 2016: $18,853Net Assets 2016: $220,2032016Assets 2017: $222,817Liabilities 2017: $5,360Net Assets 2017: $217,4572017Assets 2018: $328,697Liabilities 2018: $10,967Net Assets 2018: $317,7302018Assets 2019: $411,573Liabilities 2019: $9,659Net Assets 2019: $401,9142019Assets 2020: $570,602Liabilities 2020: $10,344Net Assets 2020: $560,2582020Assets 2021: $713,056Liabilities 2021: $4,778Net Assets 2021: $708,2782021Assets 2022: $878,562Liabilities 2022: $8,209Net Assets 2022: $870,3532022Assets 2023: $922,598Liabilities 2023: $4,567Net Assets 2023: $918,0312023Assets 2024: $966,346Liabilities 2024: $6,187Net Assets 2024: $960,1592024

Highlighted filing

2024

Assets$966,346
Liabilities$6,187
Net Assets$960,159
Open 2024 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $279,282Expenses 2011: $391,663Net Income 2011: -$112,3812011Revenue 2012: $278,044Expenses 2012: $241,677Net Income 2012: $36,3672012Revenue 2013: $276,326Expenses 2013: $302,691Net Income 2013: -$26,3652013Revenue 2014: $398,990Expenses 2014: $381,151Net Income 2014: $17,8392014Revenue 2015: $479,289Expenses 2015: $377,286Net Income 2015: $102,0032015Revenue 2016: $345,762Expenses 2016: $400,426Net Income 2016: -$54,6642016Revenue 2017: $363,306Expenses 2017: $366,052Net Income 2017: -$2,7462017Revenue 2018: $477,815Expenses 2018: $377,542Net Income 2018: $100,2732018Revenue 2019: $512,312Expenses 2019: $428,128Net Income 2019: $84,1842019Revenue 2020: $519,491Expenses 2020: $361,147Net Income 2020: $158,3442020Revenue 2021: $529,036Expenses 2021: $381,016Net Income 2021: $148,0202021Revenue 2022: $573,717Expenses 2022: $411,642Net Income 2022: $162,0752022Revenue 2023: $511,905Expenses 2023: $464,227Net Income 2023: $47,6782023Revenue 2024: $652,544Expenses 2024: $610,416Net Income 2024: $42,1282024

Highlighted filing

2024

Revenue$652,544
Expenses$610,416
Net Income$42,128
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$966,346
Liabilities
$6,187
Net assets
$960,159
Revenue
$652,544
Expenses
$610,416
Net income
$42,128
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.66$0.06$9.60$6.53$6.10$0.42
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.23$0.05$9.18$5.12$4.64$0.48
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.79$0.08$8.70$5.74$4.12$1.62
2021Detailed filing. Detailed filing data is available for this year.$7.13$0.05$7.08$5.29$3.81$1.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.71$0.10$5.60$5.19$3.61$1.58
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.10$4.02$5.12$4.28$0.84
2018Detailed filing. Detailed filing data is available for this year.$3.29$0.11$3.18$4.78$3.78$1.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.05$2.17$3.63$3.66$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.39$0.19$2.20$3.46$4.00$0.55
2015Detailed filing. Detailed filing data is available for this year.$2.80$0.05$2.75$4.79$3.77$1.02
2014Summary only. Only limited summary data is available for this year.$1.89$0.16$1.73$3.99$3.81$0.18
2013Summary only. Only limited summary data is available for this year.$1.69$0.14$1.55$2.76$3.03$0.26
2012Summary only. Only limited summary data is available for this year.$1.88$0.06$1.81$2.78$2.42$0.36
2011Summary only. Only limited summary data is available for this year.$1.59$0.14$1.45$2.79$3.92$1.12
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 13, 2022
Return Version
2020v4.2
Gross Receipts
$529,036
Mission and Program Overview

Mission

To provide education and training for persons in all phases of the plumbing and pipefitting industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$560,258$708,278▲ $148,020
Cash and Non-Interest-Bearing Accounts$395,598$538,683▲ $143,085
Savings and Temporary Cash Investments$59,656$65,094▲ $5,438
Land, Buildings, and Equipment, Net$69,549$64,543▼ $5,006
Accounts Receivable$41,358$41,751▲ $393
Prepaid Expenses and Deferred Charges$4,441$2,985▼ $1,456
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$570,602$713,056▲ $142,454
Liabilities
Accounts Payable and Accrued Expenses$10,344$4,778▼ $5,566
Total Liabilities$10,344$4,778▼ $5,566
Net Assets / Fund Balance
Total Net Assets Fund Balance$560,258$708,278▲ $148,020
Total Liabilities and Net Assets / Fund Balance$570,602$713,056▲ $142,454

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$63,466$383,223$446,689
Leasehold Improvements$1,077$183,411$184,488
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleBaseTotal
Paul JamesTrustee$10,538$10,538
Jason LesterTrustee$7,693$7,693

Board Members and Trustees

NameTitle
Alex HallTrustee
Bill Cawley IiiTrustee
Dave FosterTrustee
Mike LescureTrustee
Mike StirlingTrustee
Nick GoodwinTrustee
Sylvan AmdahlTrustee
Thomas LawsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$520,975
Investment Income
$16
Other Revenue
$3,045
All Other Contributions
$5,000
Change in Net Assets
$148,020

Audited Revenue Reconciliation

Revenue per Audited Statements
$529,036
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$529,036
Total Revenue per Form 990
$529,036
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$256,114
Salaries, Compensation, and Employee Benefits$124,902
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$100,174
Occupancy---$94,624
Fees for Services Other---$30,000
Depreciation Depletion---$16,707
Office Expenses---$15,251
Current Officers, Directors, Trustees, and Key Employees---$14,646
Fees for Services Accounting---$13,655
Insurance---$12,335
Payroll Taxes---$9,029
Other Expenses---$8,854
Payments to Affiliates---$4,521
Travel---$1,233
Fees for Services Legal---$770
Other Employee Benefits---$654
Pension Plan Contributions---$399
Total Functional Expenses$0$0$0$381,016

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$381,016
Total Expenses per Audited Statements$381,016
Total Expenses per Form 990$381,016
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 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
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 A, Line 8B

“The plan does not have a committee to act with authority on behalf of the governing body.”

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

“A copy of the form 990 was provided to each member of the governing body for review prior to filing with the irs.”

FORM 990 PART VI, LINE 12B AND 13:

“The organization has not implemented either a conflict-of-interest or whistle blower policy. Legal counsel has advised that the organization is comprehensively regulated under erisa's fiduciary duty and prohibited transaction rules.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Ua Local 159 Journeyman and
EIN
94-6090492
Phone
9252290400
Address
1308 ROMAN WAY, MARTINEZ, CA 94553

Signing Officer

Name
Nick Goodwin
Title
Trustee
Phone
9252290400
Signed
2022-04-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nick Goodwin
Formed
1956
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
9
Employees
10
Volunteers
0

Preparer

Firm
Withumsmith&brown Pc
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583
Preparer
Sunyoung Baek
Phone
9252779100
Supplemental Narrative

Additional Explanations

Form 990 Part XII, Line 2C

“The governing board assumes responsibility for the audit of its financial statements and for selection of an independent accountant. This process has not changed.”

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 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, 2021, 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 2018.”

Raw XML Appendix367 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt010344
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04778
IRS990/AccountsReceivableGrp/BOYAmt041358
IRS990/AccountsReceivableGrp/EOYAmt041751
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE EDUCATION AND TRAINING FOR PERSONS IN ALL PHASES OF THE PLUMBING AND PIPEFITTING INDUSTRY.
IRS990/AllOtherContributionsAmt05000
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THOMAS LAWSON
IRS990/BooksInCareOfDetail/PhoneNum09252290400
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01308 ROMAN WAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0MARTINEZ
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094553
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0395598
IRS990/CashNonInterestBearingGrp/EOYAmt0538683
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt014646
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt016
IRS990/CYOtherExpensesAmt0256114
IRS990/CYOtherRevenueAmt03045
IRS990/CYProgramServiceRevenueAmt0520975
IRS990/CYRevenuesLessExpensesAmt0148020
IRS990/CYSalariesCompEmpBnftPaidAmt0124902
IRS990/CYTotalExpensesAmt0381016
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0529036
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt016707
IRS990/Desc0PROVIDED EDUCATION AND TRAINING FOR PERSONS IN ALL PHASES OF THE PLUMBING AND PIPEFITTING INDUSTRY.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt010
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt013655
IRS990/FeesForServicesLegalGrp/TotalAmt0770
IRS990/FeesForServicesOtherGrp/TotalAmt030000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.30
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/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
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/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0NICK GOODWIN
IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS LAWSON
IRS990/Form990PartVIISectionAGrp/PersonNm2BILL CAWLEY III
IRS990/Form990PartVIISectionAGrp/PersonNm3MIKE LESCURE
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVE FOSTER
IRS990/Form990PartVIISectionAGrp/PersonNm5JASON LESTER
IRS990/Form990PartVIISectionAGrp/PersonNm6PAUL JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm7SYLVAN AMDAHL
IRS990/Form990PartVIISectionAGrp/PersonNm8MIKE STIRLING
IRS990/Form990PartVIISectionAGrp/PersonNm9ALEX HALL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt57693
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt610538
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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/ReportableCompFromRltdOrgAmt90
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/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0529036
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt012335
IRS990/InvestmentIncomeGrp/ExclusionAmt016
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0566634
IRS990/LandBldgEquipBasisNetGrp/BOYAmt069549
IRS990/LandBldgEquipBasisNetGrp/EOYAmt064543
IRS990/LandBldgEquipCostOrOtherBssAmt0631177
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE EDUCATION AND TRAINING FOR PERSONS IN ALL PHASES OF THE PLUMBING AND PIPEFITTING INDUSTRY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0560258
IRS990/NetAssetsOrFundBalancesEOYAmt0708278
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt094624
IRS990/OfficeExpensesGrp/TotalAmt015251
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0654
IRS990/OtherExpensesGrp/Desc0TRAINING MATERIALS
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt058164
IRS990/OtherExpensesGrp/TotalAmt18854
IRS990/OtherRevenueMiscGrp/BusinessCd0900009
IRS990/OtherRevenueMiscGrp/BusinessCd1900009
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/Desc1REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02645
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1400
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02645
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1400
IRS990/OtherRevenueTotalAmt03045
IRS990/OtherSalariesAndWagesGrp/TotalAmt0100174
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt04521
IRS990/PayrollTaxesGrp/TotalAmt09029
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0399
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt04441
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02985
IRS990/PrincipalOfficerNm0NICK GOODWIN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0520975
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0520975
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt036025
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt019
IRS990/PYOtherExpensesAmt0222620
IRS990/PYOtherRevenueAmt0739
IRS990/PYProgramServiceRevenueAmt0482708
IRS990/PYRevenuesLessExpensesAmt0158344
IRS990/PYSalariesCompEmpBnftPaidAmt0138527
IRS990/PYTotalExpensesAmt0361147
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0519491
IRS990/ReconcilationRevenueExpnssAmt0148020
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0560258
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0708278
IRS990/SavingsAndTempCashInvstGrp/BOYAmt059656
IRS990/SavingsAndTempCashInvstGrp/EOYAmt065094
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt063466
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0383223
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0446689
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0381016
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01077
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0183411
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0184488
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0529036
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, 2021, 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 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt064543
IRS990ScheduleD/TotalExpensesPerForm990Amt0381016
IRS990ScheduleD/TotalRevenuePerForm990Amt0529036
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0529036
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0381016
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN DOES NOT HAVE A COMMITTEE TO ACT WITH AUTHORITY ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 WAS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS NOT IMPLEMENTED EITHER A CONFLICT-OF-INTEREST OR WHISTLE BLOWER POLICY. LEGAL COUNSEL HAS ADVISED THAT THE ORGANIZATION IS COMPREHENSIVELY REGULATED UNDER ERISA'S FIDUCIARY DUTY AND PROHIBITED TRANSACTION RULES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING BOARD ASSUMES RESPONSIBILITY FOR THE AUDIT OF ITS FINANCIAL STATEMENTS AND FOR SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART VI, LINE 12B AND 13:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0570602
IRS990/TotalAssetsEOYAmt0713056
IRS990/TotalAssetsGrp/BOYAmt0570602
IRS990/TotalAssetsGrp/EOYAmt0713056
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05000
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/TotalAmt0381016
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010344
IRS990/TotalLiabilitiesEOYAmt04778
IRS990/TotalLiabilitiesGrp/BOYAmt010344
IRS990/TotalLiabilitiesGrp/EOYAmt04778
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0560258
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0708278
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0520975
IRS990/TotalReportableCompFromOrgAmt018231
IRS990/TotalRevenueGrp/ExclusionAmt016
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0524020
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0529036
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0570602
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0713056
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt01233
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01308 ROMAN WAY
IRS990/USAddress/CityNm0MARTINEZ
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd094553
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NICK GOODWIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09252290400
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UA LOCAL 159 JOURNEYMAN AND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0APPRENTICE TRAINING TRUST
ReturnHeader/Filer/BusinessNameControlTxt0UALO
ReturnHeader/Filer/EIN0946090492
ReturnHeader/Filer/PhoneNum09252290400
ReturnHeader/Filer/USAddress/AddressLine1Txt01308 ROMAN WAY
ReturnHeader/Filer/USAddress/CityNm0MARTINEZ
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094553
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222027092
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITH&BROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 EXECUTIVE PARKWAY SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN RAMON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094583
ReturnHeader/PreparerPersonGrp/PhoneNum09252779100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUNYOUNG BAEK
ReturnHeader/ReturnTs02022-04-13T11:24:52-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GOODWIN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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