LOCAL UNION 1399 APPRENTICESHIP TRAINING AND EDUCATION FUND Charity Report

Public IRS 990 nonprofit record

LOCAL UNION 1399 APPRENTICESHIP TRAINING AND EDUCATION FUND

EIN 33-0375533

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $85.20 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2021The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders6 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

51.02%of revenue went to mission work85.2% of expenses · Program services

2.60%of revenue went to fundraising4.3% of expenses

$54.38spent for every $100 of revenueRevenue covered expenses this year.

5.21%of revenue went to management and office costs8.7% of expenses

7.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2021

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$339,805

Mission workProgram services$173,37751.02% of revenue85.2% of expenses

ManagementOffice and general costs$17,6875.21% of revenue8.7% of expenses

FundraisingAsking for donations$8,8412.60% of revenue4.3% of expenses

Revenue left after expensesReported annual surplus$136,39740.14% of revenueShown in gray on the chart

Total expenses$203,40859.86% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2021CurrentExpense mix: 85.2% mission · 8.7% management · 4.3% fundraisingTotal expenses: 59.86% of revenue

2020Expense mix: 88.0% mission · 7.8% management · 3.9% fundraisingTotal expenses: 68.71% of revenue

2019Expense mix: 85.7% mission · 7.9% management · 3.9% fundraisingTotal expenses: 61.92% of revenue

2018Expense mix: 85.8% mission · 9.5% management · 4.7% fundraisingTotal expenses: 66.55% of revenue

2017Expense mix: 65.5% mission · 9.4% management · 4.7% fundraisingTotal expenses: 71.86% of revenue

Money in and money out

Revenue$166,318

Expenses$90,446

Annual surplus $75,872 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$173,377 · 191.7% of expenses

This source amount exceeds total expenses; compare the filing details carefully.

Management and office costs$17,687 · 19.6% of expenses

Fundraising$8,841 · 9.8% of expenses

See all reported dollar amounts

Revenue$166,318

Expenses$90,446

Contributions$11,833

Mission work (program services)$173,377

Fundraising$8,841

People

Leadership and board

Tax year 2021

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (6)

BARRY SWAIMCO-CHAIRMAN

JACKSON R WITTEMGMT TRUSTEE

MARK BARTLETTCHAIRMAN

MATT KRIZLABOR TRUSTEE

PAT DAVIDSONLABOR TRUSTEE

STEVE LANDRETHMGMT TRUSTEE

About this charity

Location: 1155 Corporate Center Drive, Monterey Park, CA 91754
County: Los Angeles
In care of: Pat Davidson
Primary officer: Pat Davidson, Labor Trustee

How to reach them

WebsiteVisit the charity’s website Phone(323) 727-2811

Filing and classification

Latest tax year: 2021
Tax period began: January 1, 2021
Return type: 990EZ
Tax preparer: VANDERSPEK HOWERZYL CPAS