Civic Intelligence

Sheet Metal Workers Local 104 Apprentice & Journeyman Training Program

990 • Fiscal year 2020 • EIN 94-6138707

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 18, 2021

Organization ProfileN/A
1700 Marina BoulevardSan Leandro, CA 94577

(510) 483-9035

Siviq Scores

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

Liabilities / Assets

20th percentile

0.04x

Higher debt load relative to assets than 20% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

24th percentile

0.13x

Higher debt load relative to revenue than 24% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

75th percentile

17%

Higher net margin than 75% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

62nd percentile

$299,739

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

47th percentile

5.8%

Faster asset growth than 47% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

25th percentile

-10%

Faster revenue growth than 25% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$44,804,521

Up $2,445,193 (+5.8%) from 2019

Net Assets

Up

$43,223,693

Up $2,435,627 (+6.0%) from 2019

Liabilities

Up

$1,580,828

Up $9,566 (+0.6%) from 2019

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin75th percentile

Revenue

Down

$11,775,505

Down $1,361,517 (-10%) from 2019

Expenses

Up

$9,798,866

Up $1,321,309 (+16%) from 2019

Net Income

Down

$1,976,639

Down $2,682,826 (-58%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$60M$40M$20M$0Assets 2010: $20,664,956Liabilities 2010: $6,287,070Net Assets 2010: $14,377,8862010Assets 2011: $20,429,689Liabilities 2011: $5,892,035Net Assets 2011: $14,537,6542011Assets 2012: $23,765,822Liabilities 2012: $5,467,189Net Assets 2012: $18,298,6332012Assets 2013: $28,758,478Liabilities 2013: $7,966,715Net Assets 2013: $20,791,7632013Assets 2014: $30,044,408Liabilities 2014: $6,704,100Net Assets 2014: $23,340,3082014Assets 2015: $30,108,965Liabilities 2015: $4,353,610Net Assets 2015: $25,755,3552015Assets 2016: $33,790,055Liabilities 2016: $5,543,452Net Assets 2016: $28,246,6032016Assets 2017: $37,215,159Liabilities 2017: $5,310,839Net Assets 2017: $31,904,3202017Assets 2018: $36,557,771Liabilities 2018: $1,675,558Net Assets 2018: $34,882,2132018Assets 2019: $42,359,328Liabilities 2019: $1,571,262Net Assets 2019: $40,788,0662019Assets 2020: $44,804,521Liabilities 2020: $1,580,828Net Assets 2020: $43,223,6932020Assets 2021: $46,216,539Liabilities 2021: $2,030,319Net Assets 2021: $44,186,2202021Assets 2022: $52,027,601Liabilities 2022: $1,665,538Net Assets 2022: $50,362,0632022Assets 2023: $54,022,607Liabilities 2023: $1,441,798Net Assets 2023: $52,580,8092023Assets 2024: $53,812,419Liabilities 2024: $1,155,576Net Assets 2024: $52,656,8432024

Highlighted filing

2020

Assets$44,804,521
Liabilities$1,580,828
Net Assets$43,223,693
Open 2020 Filing

Operations Trend

Revenue Growth25th percentile

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

$20M$15M$10M$5.0M$0Expenses 2010: $5,116,4782010Expenses 2011: $4,782,4022011Expenses 2012: $4,629,7392012Revenue 2013: $6,846,114Expenses 2013: $5,461,385Net Income 2013: $1,384,7292013Revenue 2014: $9,134,489Expenses 2014: $6,131,982Net Income 2014: $3,002,5072014Revenue 2015: $8,733,266Expenses 2015: $5,925,383Net Income 2015: $2,807,8832015Revenue 2016: $10,203,674Expenses 2016: $8,188,093Net Income 2016: $2,015,5812016Revenue 2017: $11,297,481Expenses 2017: $7,754,579Net Income 2017: $3,542,9022017Revenue 2018: $11,794,749Expenses 2018: $8,188,264Net Income 2018: $3,606,4852018Revenue 2019: $13,137,022Expenses 2019: $8,477,557Net Income 2019: $4,659,4652019Revenue 2020: $11,775,505Expenses 2020: $9,798,866Net Income 2020: $1,976,6392020Revenue 2021: $11,273,871Expenses 2021: $10,566,491Net Income 2021: $707,3802021Revenue 2022: $19,876,096Expenses 2022: $11,301,111Net Income 2022: $8,574,9852022Revenue 2023: $11,726,351Expenses 2023: $10,078,932Net Income 2023: $1,647,4192023Revenue 2024: $10,947,183Expenses 2024: $10,932,624Net Income 2024: $14,5592024

Highlighted filing

2020

Revenue$11,775,505
Expenses$9,798,866
Net Income$1,976,639
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 18, 2021
Return Version
2020v4.1
Gross Receipts
$20,335,929
Mission and Program Overview

Mission

To further the education and training of apprentices & journeypersons.

Sheet metal workers local 104 and bay area training fund is a joint labor-management trust dedicated to provide men and women of the sheet metal industry the highest level of training, skills and knowledge in this trade.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$40,788,066$43,223,693▲ $2,435,627
Land, Buildings, and Equipment, Net$20,769,192$27,217,650▲ $6,448,458
Investments in Publicly Traded Securities$17,090,168$13,395,110▼ $3,695,058
Accounts Receivable$3,132,431$3,409,750▲ $277,319
Savings and Temporary Cash Investments$615,142$570,037▼ $45,105
Cash and Non-Interest-Bearing Accounts$747,268$200,916▼ $546,352
Prepaid Expenses and Deferred Charges$5,127$11,058▲ $5,931
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$42,359,328$44,804,521▲ $2,445,193
Liabilities
Other Liabilities$1,297,616$1,237,784▼ $59,832
Accounts Payable and Accrued Expenses$273,646$343,044▲ $69,398
Total Liabilities$1,571,262$1,580,828▲ $9,566
Net Assets / Fund Balance
Total Net Assets Fund Balance$40,788,066$43,223,693▲ $2,435,627
Total Liabilities and Net Assets / Fund Balance$42,359,328$44,804,521▲ $2,445,193

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$19,452,593$9,869,165$29,321,758
Land$7,057,756-$7,057,756
Equipment$707,301$1,846,147$2,553,448
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Benjamin a RiveraAdministratorFT$173,386$126,353$299,739
Timothy S MyresAdministratorFT$173,386$126,353$299,739
Raymond D GuchoTrng CoordFT$173,386$95,972$269,358
Brad De YoungTrng CoordFT$171,950$95,699$267,649
Henry FunckeCurriculum CoordFT$167,585$95,972$263,557

Board Members and Trustees

NameTitle
Brian WernerTrustee
Brian a MastersTrustee
Chad JohnstonTrustee
Charlie ThrosselTrustee
Jeff SalvottiTrustee
Jim ConwayTrustee
Kathy De JongTrustee
Keith DiasTrustee
Kevin Van BuskirkTrustee
Paul D IrwinTrustee
Richard KoenigTrustee
Rick WernerTrustee
SEAN E O'DONOGHUETrustee
Sean GreenwoodTrustee
Mark Van Den HuevelTrustee - Past

Highest Paid Contractors

ContractorServicesLocationCompensation
Service By MedallionJanitorial3958 VALLEY AVENUE STE C, Pleasanton, CA 94566$118,291
Exibility INCIt Support1766 LACASSIE AVE STE 201, Walnut Creek, CA 94596$111,811
Strategy Workplace CommunicationJob Training And Related Services1151 HARBOR BAY PKWY STE 208K, Alameda, CA 94502$104,259
Revenue and Support

Revenue Composition

Contributions and Grants
$1,168,280
Program Service Revenue
$9,069,849
Investment Income
$586,647
Other Revenue
$950,729
All Other Contributions
$192,928
Change in Net Assets
$1,976,639

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1,624$148,611Cost
Total Noncash Contributions1,624$148,611-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,184,451
Other Expenses$3,076,792
Grants and Similar Amounts Paid$537,623
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,538,391$225,855-$3,764,246
Other Employee Benefits$1,177,318$75,148-$1,252,466
Depreciation Depletion$1,065,738$68,027-$1,133,765
Pension Plan Contributions$842,053$53,748-$895,801
Occupancy$653,322$41,701-$695,023
Grants to Domestic Individuals$537,623--$537,623
Payroll Taxes$255,622$16,316-$271,938
Insurance$118,849$7,586-$126,435
Fees for Services Other$98,003$6,256-$104,259
Fees for Services Accounting-$103,133-$103,133
Information Technology$83,206$5,311-$88,517
Office Expenses$80,107$5,113-$85,220
Fees for Services Legal-$47,292-$47,292
Fees for Service Investment Mgmnt Fees-$46,999-$46,999
Travel$32,458$2,072-$34,530
Conferences and Meetings$5,191$331-$5,522
Other Expenses$2,054$146-$2,054
Total Functional Expenses$9,093,832$705,034$0$9,798,866
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
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Withdrawal Liability$1,237,784
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

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

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

“A copy of form 990 was provided to the organization's governing body before the return was filed. Chairman of the board and co-chairman of the board review the form before it is filed with irs.”

Form 990, Part VI, Section B, Line 12C

“The trustees review and sign the conflict-of-interest policy annually at a board of trustees meeting. Trustees are required to disclose in writing any relationships or interest that could give rise to a conflict. If there is a conflict of interest, the conflicting interest is fully disclosed and documented in writing. The trustee or fiduciary with the conflict of interest is excluded from the discussion and approval of the transaction.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents or financial statements available to the public. Upon request, the organization makes its governing documents and financial information available to the organization's members.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 104
EIN
94-6138707
Phone
5104839035
Address
1700 MARINA BOULEVARD, SAN LEANDRO, CA 94577

Signing Officer

Name
Rick Werner
Title
Chairman
Phone
5104839035
Signed
2021-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick Werner
Formed
1966
Legal Domicile
CA
Voting Board Members
14
Independent Board Members
14
Employees
83
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
5000 EXECUTIVE PARKWAY SUITE 400, SAN RAMON, CA 94583-4346
Preparer
Joseph M Thiermann
Phone
9252779100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The organization has a board of trustees that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The trust's administrator has analyzed the tax positions taken and has concluded that, as of december 31, 2020, 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's administrator believes it is no longer subject to income tax examinations for the fiscal years prior to 2017.”

Raw XML AppendixShowing 400 of 713 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/BOYAmt0273646
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0343044
IRS990/AccountsReceivableGrp/BOYAmt03132431
IRS990/AccountsReceivableGrp/EOYAmt03409750
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SHEET METAL WORKERS LOCAL 104 AND BAY AREA TRAINING FUND IS A JOINT LABOR-MANAGEMENT TRUST DEDICATED TO PROVIDE MEN AND WOMEN OF THE SHEET METAL INDUSTRY THE HIGHEST LEVEL OF TRAINING, SKILLS AND KNOWLEDGE IN THIS TRADE.
IRS990/AllOtherContributionsAmt0192928
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TIM MYRES
IRS990/BooksInCareOfDetail/PhoneNum05104839035
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01700 MARINA BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN LEANDRO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094577
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0747268
IRS990/CashNonInterestBearingGrp/EOYAmt0200916
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0331
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt05191
IRS990/ConferencesMeetingsGrp/TotalAmt05522
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0118291
IRS990/ContractorCompensationGrp/CompensationAmt1111811
IRS990/ContractorCompensationGrp/CompensationAmt2104259
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03958 VALLEY AVENUE STE C
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11766 LACASSIE AVE STE 201
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt21151 HARBOR BAY PKWY STE 208K
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0PLEASANTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1WALNUT CREEK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2ALAMEDA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd094566
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd194596
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd294502
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0SERVICE BY MEDALLION
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1EXIBILITY INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2STRATEGY WORKPLACE COMMUNICATION
IRS990/ContractorCompensationGrp/ServicesDesc0JANITORIAL
IRS990/ContractorCompensationGrp/ServicesDesc1IT SUPPORT
IRS990/ContractorCompensationGrp/ServicesDesc2JOB TRAINING AND RELATED SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01168280
IRS990/CYGrantsAndSimilarPaidAmt0537623
IRS990/CYInvestmentIncomeAmt0586647
IRS990/CYOtherExpensesAmt03076792
IRS990/CYOtherRevenueAmt0950729
IRS990/CYProgramServiceRevenueAmt09069849
IRS990/CYRevenuesLessExpensesAmt01976639
IRS990/CYSalariesCompEmpBnftPaidAmt06184451
IRS990/CYTotalExpensesAmt09798866
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt011775505
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt068027
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01065738
IRS990/DepreciationDepletionGrp/TotalAmt01133765
IRS990/Desc0EDUCATE AND TRAIN ELIGIBLE EMPLOYEES (IN NORTHERN CALIFORNIA) IN ALL PHASES OF SHEET METAL INDUSTRY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt083
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt09093832
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0103133
IRS990/FeesForServicesAccountingGrp/TotalAmt0103133
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt047292
IRS990/FeesForServicesLegalGrp/TotalAmt047292
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt06256
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt098003
IRS990/FeesForServicesOtherGrp/TotalAmt0104259
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt046999
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt046999
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
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/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
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/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1595972
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt16126353
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt17126353
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1895972
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1995699
IRS990/Form990PartVIISectionAGrp/PersonNm0KEVIN VAN BUSKIRK
IRS990/Form990PartVIISectionAGrp/PersonNm1CHARLIE THROSSEL
IRS990/Form990PartVIISectionAGrp/PersonNm2BRIAN WERNER
IRS990/Form990PartVIISectionAGrp/PersonNm3RICK WERNER
IRS990/Form990PartVIISectionAGrp/PersonNm4SEAN E O'DONOGHUE
IRS990/Form990PartVIISectionAGrp/PersonNm5JEFF SALVOTTI
IRS990/Form990PartVIISectionAGrp/PersonNm6PAUL D IRWIN
IRS990/Form990PartVIISectionAGrp/PersonNm7CHAD JOHNSTON
IRS990/Form990PartVIISectionAGrp/PersonNm8RICHARD KOENIG
IRS990/Form990PartVIISectionAGrp/PersonNm9KEITH DIAS
IRS990/Form990PartVIISectionAGrp/PersonNm10JIM CONWAY
IRS990/Form990PartVIISectionAGrp/PersonNm11BRIAN A MASTERS
IRS990/Form990PartVIISectionAGrp/PersonNm12SEAN GREENWOOD
IRS990/Form990PartVIISectionAGrp/PersonNm13KATHY DE JONG
IRS990/Form990PartVIISectionAGrp/PersonNm14MARK VAN DEN HUEVEL
IRS990/Form990PartVIISectionAGrp/PersonNm15RAYMOND D GUCHO
IRS990/Form990PartVIISectionAGrp/PersonNm16TIMOTHY S MYRES
IRS990/Form990PartVIISectionAGrp/PersonNm17BENJAMIN A RIVERA
IRS990/Form990PartVIISectionAGrp/PersonNm18HENRY FUNCKE
IRS990/Form990PartVIISectionAGrp/PersonNm19BRAD DE YOUNG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15173386
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16173386
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17173386
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18167585
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19171950
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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
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/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRNG COORD
IRS990/Form990PartVIISectionAGrp/TitleTxt16ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18CURRICULUM COORD
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRNG COORD
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0242785
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt0975352
IRS990/GrantAmt0537623
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0537623
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0537623
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08803209
IRS990/GrossReceiptsAmt020335929
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt017
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05311
IRS990/InformationTechnologyGrp/ProgramServicesAmt083206
IRS990/InformationTechnologyGrp/TotalAmt088517
IRS990/InsuranceGrp/ManagementAndGeneralAmt07586
IRS990/InsuranceGrp/ProgramServicesAmt0118849
IRS990/InsuranceGrp/TotalAmt0126435
IRS990/InvestmentIncomeGrp/ExclusionAmt0343862
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0343862
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt017090168
IRS990/InvestmentsPubTradedSecGrp/EOYAmt013395110
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011715312
IRS990/LandBldgEquipBasisNetGrp/BOYAmt020769192
IRS990/LandBldgEquipBasisNetGrp/EOYAmt027217650
IRS990/LandBldgEquipCostOrOtherBssAmt038932962
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt08560424
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO FURTHER THE EDUCATION AND TRAINING OF APPRENTICES & JOURNEYPERSONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt040788066
IRS990/NetAssetsOrFundBalancesEOYAmt043223693
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0242785
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0242785
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0458988
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0148611
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt041701
IRS990/OccupancyGrp/ProgramServicesAmt0653322
IRS990/OccupancyGrp/TotalAmt0695023
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05113
IRS990/OfficeExpensesGrp/ProgramServicesAmt080107
IRS990/OfficeExpensesGrp/TotalAmt085220
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt075148
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01177318
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01252466
IRS990/OtherExpensesGrp/Desc0TRAINING MATERIAL
IRS990/OtherExpensesGrp/Desc1INSTRUCTOR TRAINING
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc3AWARDS AND SELECTION CO
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0146
IRS990/OtherExpensesGrp/ProgramServicesAmt0592381
IRS990/OtherExpensesGrp/ProgramServicesAmt19221
IRS990/OtherExpensesGrp/ProgramServicesAmt22295
IRS990/OtherExpensesGrp/ProgramServicesAmt32054
IRS990/OtherExpensesGrp/TotalAmt0592381
IRS990/OtherExpensesGrp/TotalAmt19221
IRS990/OtherExpensesGrp/TotalAmt22441
IRS990/OtherExpensesGrp/TotalAmt32054
IRS990/OtherLiabilitiesGrp/BOYAmt01297616
IRS990/OtherLiabilitiesGrp/EOYAmt01237784
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0COLLEGE REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/Desc1SALE OF SUPPLIES
IRS990/OtherRevenueMiscGrp/Desc2OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0944278
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt14557
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt21894
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0944278
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14557
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt21894
IRS990/OtherRevenueTotalAmt0950729
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0225855
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03538391
IRS990/OtherSalariesAndWagesGrp/TotalAmt03764246
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016316
IRS990/PayrollTaxesGrp/ProgramServicesAmt0255622
IRS990/PayrollTaxesGrp/TotalAmt0271938
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt053748
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0842053
IRS990/PensionPlanContributionsGrp/TotalAmt0895801
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05127
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011058
IRS990/PrincipalOfficerNm0RICK WERNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1RENTAL INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08891526
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1178323
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08891526
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1178323
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01168080
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0451190
IRS990/PYInvestmentIncomeAmt0428767
IRS990/PYOtherExpensesAmt02419943
IRS990/PYOtherRevenueAmt01162721
IRS990/PYProgramServiceRevenueAmt010377454
IRS990/PYRevenuesLessExpensesAmt04659465
IRS990/PYSalariesCompEmpBnftPaidAmt05606424
IRS990/PYTotalExpensesAmt08477557
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013137022
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01976639
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,804,521
Liabilities
$1,580,828
Net assets
$43,223,693
Revenue
$11,775,505
Expenses
$9,798,866
Net income
$1,976,639
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.8$1.16$52.7$10.9$10.9$0.01
2023Detailed filing. Detailed filing data is available for this year.$54.0$1.44$52.6$11.7$10.1$1.65
2022Detailed filing. Detailed filing data is available for this year.$52.0$1.67$50.4$19.9$11.3$8.57
2021Detailed filing. Detailed filing data is available for this year.$46.2$2.03$44.2$11.3$10.6$0.71
2020Detailed filing. Detailed filing data is available for this year.$44.8$1.58$43.2$11.8$9.80$1.98
2019Detailed filing. Detailed filing data is available for this year.$42.4$1.57$40.8$13.1$8.48$4.66
2018Detailed filing. Detailed filing data is available for this year.$36.6$1.68$34.9$11.8$8.19$3.61
2017Detailed filing. Detailed filing data is available for this year.$37.2$5.31$31.9$11.3$7.75$3.54
2016Detailed filing. Detailed filing data is available for this year.$33.8$5.54$28.2$10.2$8.19$2.02
2015Detailed filing. Detailed filing data is available for this year.$30.1$4.35$25.8$8.73$5.93$2.81
2014Detailed filing. Detailed filing data is available for this year.$30.0$6.70$23.3$9.13$6.13$3.00
2013Detailed filing. Detailed filing data is available for this year.$28.8$7.97$20.8$6.85$5.46$1.38
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.8$5.47$18.3$4.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$5.89$14.5$4.78
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$6.29$14.4$5.12