Nonprofit · EIN 94-1201260
U A LOCAL 467 APPRENTICESHIP AND TRAINING TRUST
Also known as JOINT APPRENTICESHIP & TRAINING COM
Tax-exempt · BURLINGAME, CA 94010
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,801,314 | $2,743,141 | $58,173 | $3,819,148 | $5,782 | $3,813,366 |
| December 31, 2023 | 990 | $3,518,781 | $2,704,669 | $814,112 | $5,961,262 | $94,007 | $5,867,255 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $753,449
- of which government grants
- $699,589
- Program service revenue
- $1,961,477
- Investment income
- $86,288
- Net rental income
- $100
- Other revenue
- $100
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $432,166
- Other salaries and wages
- $1,029,583
- Salaries, compensation and benefits (total)
- $1,766,099
- Professional fundraising fees
- $0
- Accounting fees
- $54,614
- Travel
- $28,313
- Depreciation
- $117,602
- Program services (functional)
- $2,332,977
- Management and general (functional)
- $410,164
Balance sheet and other
- Total assets, start of year
- $5,961,262
- Total assets, end of year
- $3,819,148
- Total liabilities, end of year
- $5,782
- Net assets, end of year
- $3,813,366
- Land, buildings and equipment
- $281,617
- Publicly traded securities
- $3,294,751
- Net assets without donor restrictions
- $3,813,366
- Gross receipts
- $2,801,314
- Employees
- 35
- Volunteers
- 12
- Year formed
- 1955
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Stephan Schnell | Advisor/Training Director Key employee | 45 | $247,558 | $142,005 |
| Tom Johnson | Curriculum Coordinator Highest-paid employee | 40 | $200,168 | $128,752 |
| Ryan Marr-Wyatt | Labor Trustee Trustee or director | 11 | $41,750 | $0 |
| Jim Barrett | Co-Chairman/Labor Trustee Trustee or director, Officer | 5 | $854 | $0 |
| James J Kastelic | Chairman/Employer Trustee Trustee or director, Officer | 5 | $0 | $0 |
| Mark Burri | Secretary/Labor Trustee Trustee or director, Officer | 8 | $0 | $0 |
| Scott Beale | Treasurer/Labor Trustee Trustee or director, Officer | 5 | $0 | $0 |
| Eric Tassio | Labor Trustee Trustee or director | 5 | $0 | $0 |
| Mark Nelson | Labor Trustee (Until 9/2024) Trustee or director | 5 | $0 | $0 |
| Joel Balcioni | Labor Trustee (From 9/2024) Trustee or director | 5 | $0 | $0 |
| Ron Bellanti | Employer Trustee Trustee or director | 5 | $0 | $0 |
| Alex Hall | Employer Trustee Trustee or director | 5 | $0 | $0 |
| Phil Carlevaris | Employer Trustee Trustee or director | 5 | $0 | $0 |
| Don Taylor | Employer Trustee Trustee or director | 5 | $0 | $0 |
| Scott Denny | Employer Trustee (Until 5/2024) Trustee or director | 5 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Curtis Russell | Employer Trustee (From 5/2024) Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARK BURRI | SECRETARY Trustee or director, Officer | 8 | $0 | $255,732 | $147,146 |
| STEPHAN SCHNELL | ADVISOR Highest-paid employee | 40 | $230,336 | $0 | $133,171 |
| ERIC TASSIO | CHAIRMAN Trustee or director, Officer | 5 | $0 | $221,833 | $139,115 |
| SCOTT BEALE | TREASURER Trustee or director, Officer | 5 | $0 | $220,566 | $138,918 |
| RYAN MARR-WYATT | SUPERVISOR OF INSTRUCTION Trustee or director, Officer | 5 | $35,372 | $0 | $0 |
| JIM BARRETT | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| RON BELLANTI | CHAIRMAN Trustee or director, Officer | 5 | $0 | $0 | $0 |
| MICHAEL DOUGHERTY | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| MARK NELSON | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| JAMES J KASTELIC | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| ALEX HALL | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| SCOTT DENNY | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| PHIL CARLEVARIS | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| DON TAYLOR | TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1519 ROLLINS RD FL 2, BURLINGAME, CA 94010-2305
- Principal officer (990 for 2024)
- Stephan Schnell, 1519 Rollins Road, Burlingame, CA 94010
- Signed the 990
- Mark Burri, Secretary/Labor Trustee
- Phone
- (650) 692-0442
- Return prepared by
- Eide Bailly LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-1201260 or by the name U A LOCAL 467 APPRENTICESHIP AND TRAINING TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
To provide for the establishment and administration of an Apprenticeship and Training Trust for members of UA Local 467 and other UA Local Unions who are working primarily in the jurisdiction of the UA Local 467. The purposes include educating and training persons in all phases of the Plumbing and Pipe Fitting Industry to the end that there shall be an adequate supply of educated and skilled journeymen available for the jurisdiction.
Program accomplishments
- The organization operates a vocational training school serving construction industry employers and employees. During the year we served approximately 1,000 apprentice and journey-level construction workers.Expenses $2,332,977 · revenue $1,961,477
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 94-1201260
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,819,148
- Income (IRS master file)
- $2,801,314
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,801,314 | $2,743,141 | $3,819,148 | XML |
| 990 | December 2023 | $3,518,781 | $2,704,669 | $5,961,262 | XML |
| 990 | December 2022 | $2,514,900 | $2,489,965 | $4,929,645 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-1201260).
Questions about U A LOCAL 467 APPRENTICESHIP AND TRAINING TRUST
- What is the EIN of U A LOCAL 467 APPRENTICESHIP AND TRAINING TRUST?
- The employer identification number (EIN) of U A LOCAL 467 APPRENTICESHIP AND TRAINING TRUST is 94-1201260.
- Is U A LOCAL 467 APPRENTICESHIP AND TRAINING TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to U A LOCAL 467 APPRENTICESHIP AND TRAINING TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does U A LOCAL 467 APPRENTICESHIP AND TRAINING TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of U A LOCAL 467 APPRENTICESHIP AND TRAINING TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did U A LOCAL 467 APPRENTICESHIP AND TRAINING TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of U A LOCAL 467 APPRENTICESHIP AND TRAINING TRUST?
- The 990 for the year ended December 31, 2024 names Stephan Schnell.
- Who are the officers and directors of U A LOCAL 467 APPRENTICESHIP AND TRAINING TRUST?
- The 990 for the year ended December 31, 2024 lists 16 people; 4 received compensation from the organization, the highest $247,558 (Stephan Schnell, Advisor/Training Director).
- How much revenue does U A LOCAL 467 APPRENTICESHIP AND TRAINING TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,801,314, expenses of $2,743,141 and total assets of $3,819,148 at year end.
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