UA LOCAL 467 APPRENTICESHIP AND TRAINING TRUST FOR SAN MATEO COUNTY Charity Report

Public IRS 990 nonprofit record

UA LOCAL 467 APPRENTICESHIP AND TRAINING TRUST FOR SAN MATEO COUNTY

EIN 94-1201260 · Education (B)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $85.00 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 2024The charity has a recent tax report to read.

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

They name their leaders16 people are listed in the latest report.

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

Money made simple

83.28%of revenue went to mission work85.0% of expenses · Program services

$97.92spent for every $100 of revenueRevenue covered expenses this year.

14.64%of revenue went to management and office costs15.0% of expenses

$1.39in assets for every $1 spent this yearSome assets cannot be spent right away.

26.9%of its money came from giftsOther money may come from services or investments.

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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.

Pay context: The highest compensation shown in this filing is $389,563 for STEPHAN SCHNELL (ADVISOR/TRAINING DIRECTOR). Compare pay with organizations of similar size and complexity.

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 2024

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$2,801,314

Mission workProgram services$2,332,97783.28% of revenue85.0% of expenses

ManagementOffice and general costs$410,16414.64% of revenue15.0% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$58,1732.08% of revenueShown in gray on the chart

Total expenses$2,743,14197.92% 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

2024CurrentExpense mix: 85.0% mission · 15.0% management · 0.0% fundraisingTotal expenses: 97.92% of revenue

2023Expense mix: 97.3% mission · 2.7% management · 0.0% fundraisingTotal expenses: 76.86% of revenue

2022Expense mix: 96.5% mission · 3.5% management · 0.0% fundraisingTotal expenses: 99.01% of revenue

2021Expense mix: 95.2% mission · 4.8% management · 0.0% fundraisingTotal expenses: 65.23% of revenue

2020Expense mix: 93.7% mission · 6.3% management · 0.0% fundraisingTotal expenses: 68.74% of revenue

2019Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 125.68% of revenue

2018Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 68.41% of revenue

2017Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 81.27% of revenue

Money in and money out

Revenue$2,801,314

Expenses$2,743,141

Annual surplus $58,173 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)$2,332,977 · 85.0% of expenses

Management and office costs$410,164 · 15.0% of expenses

See all reported dollar amounts

Revenue$2,801,314

Expenses$2,743,141

Assets$3,819,148

Income$2,801,314

Contributions$753,449

Mission work (program services)$2,332,977

Management and general$410,164

Stocks and bonds$3,294,751

Accounting fees$54,614

People

Leadership and board

Tax year 2024

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

People reported as paid

Person and titleCompensation

STEPHAN SCHNELLADVISOR/TRAINING DIRECTOR · 45 hrs/week $389,563Base $247,558 · Other $142,005

TOM JOHNSONCURRICULUM COORDINATOR · 40 hrs/week $328,920Base $200,168 · Other $128,752

RYAN MARR-WYATTLABOR TRUSTEE · 11 hrs/week $41,750

JIM BARRETTCO-CHAIRMAN/LABOR TRUSTEE · 5 hrs/week $854

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (16)

STEPHAN SCHNELLADVISOR/TRAINING DIRECTOR

TOM JOHNSONCURRICULUM COORDINATOR

RYAN MARR-WYATTLABOR TRUSTEE

JIM BARRETTCO-CHAIRMAN/LABOR TRUSTEE

ALEX HALLEMPLOYER TRUSTEE

CURTIS RUSSELLEMPLOYER TRUSTEE (FROM 5/2024)

DON TAYLOREMPLOYER TRUSTEE

ERIC TASSIOLABOR TRUSTEE

JAMES J KASTELICCHAIRMAN/EMPLOYER TRUSTEE

JOEL BALCIONILABOR TRUSTEE (FROM 9/2024)

MARK BURRISECRETARY/LABOR TRUSTEE

MARK NELSONLABOR TRUSTEE (UNTIL 9/2024)

PHIL CARLEVARISEMPLOYER TRUSTEE

RON BELLANTIEMPLOYER TRUSTEE

SCOTT BEALETREASURER/LABOR TRUSTEE

SCOTT DENNYEMPLOYER TRUSTEE (UNTIL 5/2024)

About this charity

Recognized since: January 2016
Location: 1519 ROLLINS RD FL 2, BURLINGAME, CA 94010-2305
County: San Mateo
In care of: Mark Burri
Primary officer: Mark Burri, Secretary/Labor Trustee

How to reach them

WebsiteVisit the charity’s website Phone(650) 692-0442

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: EIDE BAILLY LLP
NTEE classification: Education (B)
IRS tax category: Education