Local Union 1399 Apprenticeship Training and Education Fund

Nonprofit profile at a glance

EIN
330375533
IRS 990-EZ coverage
2011–2021
Forms available
Form 990 2020, Form 990-EZ 2021
Location
Monterey Park, CA, USA
Phone
3237272811
Rating confidence
Limited
Sector
Job Training

Official website

Reported finances

Revenue
$166,318
Expenses
$90,446
Assets
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2021. Amounts in USD.

Leadership & pay

6 people listed

People named in this filing

  • Barry Swaim (Co-Chairman)
  • Jackson R Witte (Mgmt Trustee)
  • Pat Davidson (Labor Trustee)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2021. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The organization operates as a non-profit trust training apprentices in the industrial skills of glazing and floor laying with the goal of providing certification in meeting the apprenticeship standards set by the State of California.

What it reported doing in 2021

The organization trains apprentices in the industrial skills of glazing and floor laying and provides certification in meeting the apprenticeship standards set by the State of California.

Operating model

Revenue model
Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
Distribution model
Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.

The verdict

- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.

Rating breakdown

  • Financial Efficiency: NotEnoughData
  • Transparency & Controls: 82
  • Sustainability: 49
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: Limited
  • Program expense ratio: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 45.6%; rating input score 88; 88th percentile among comparable filings
  • Total-asset coverage ratio: 0; rating input score 1; 1st percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 65; 65th percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 4.9% per year; rating input score 100; 53rd percentile among comparable filings
  • Asset growth: 2.6% per year; rating input score 100; 33rd percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment
  • Leadership: top reported pay $0 · 6 people listed
  • Consistency: 4 of 4 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 3 filing years from 2011 to 2021
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Total-asset coverage ratio scored 1/100.