2023-11-14T16:07:52-06:00 2022-12-31 450250958 EIDE BAILLY LLP 10681 FOOTHILL BLVD STE 300 RANCHO CUCAMONGA CA 917303831 990 2022-01-01 941201260 UA LOCAL 467 APPRENTICESHIP AND TRAINING TRUST FOR SAN MATEO COUNTY UALO 6506920442 1519 ROLLINS ROAD BURLINGAME CA 94010 STEPHAN SCHNELL DIRECTOR 6506920442 2023-11-13 1 STEPHAN SCHNELL 999009999 0 CATHERINE L GRAY CPA P01294460 9094664410 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEPHAN SCHNELL 1519 ROLLINS ROAD BURLINGAME CA 94010 2704431 0 X N/A X 1955 CA OPERATION OF A TRAINING SCHOOL FOR APPRENTICESHIP AND JOURNEYMEN PLUMBERS 12 12 36 12 0 0 675274 640478 2007283 1828520 327929 45902 0 0 3010486 2514900 0 0 0 0 1339278 1525734 0 0 0 624444 964231 1963722 2489965 1046764 24935 2792616 4929645 -14790 49648 2807406 4879997 OPERATION OF A TRAINING SCHOOL FOR APPRENTICESHIP AND JOURNEYMEN PLUMBERS 0 0 2403317 1828520 OPERATION OF A TRAINING SCHOOL FOR APPRENTICESHIP AND JOURNEYMEN PLUMBERS 2403317 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 36 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 1 0 0 0 X STEPHAN SCHNELL 6506920442 1519 ROLLINS ROAD BURLINGAME CA 94010 MARK BURRI SECRETARY 8.00 40.00 X X 0 237828 148942 ERIC TASSIO CHAIRMAN 5.00 40.00 X X 0 210884 128486 SCOTT BEALE TREASURER 5.00 40.00 X X 0 215560 139966 RYAN MARR-WYATT SUPERVISOR OF INSTRUCTION 5.00 5.00 X X 75067 0 14303 RON BELLANTI CHAIRMAN 5.00 35.00 X X 0 0 0 MICHAEL DOUGHERTY TRUSTEE 5.00 5.00 X 0 0 0 MARK NELSON TRUSTEE 5.00 5.00 X 0 0 0 JAMES J KASTELIC TRUSTEE 5.00 X 0 0 0 ALEX HALL TRUSTEE 5.00 X 0 0 0 SCOTT DENNY TRUSTEE 5.00 X 0 0 0 PHIL CARLEVARIS TRUSTEE 5.00 X 0 0 0 DON TAYLOR TRUSTEE 5.00 X 0 0 0 STEPHAN SCHNELL ADVISOR 40.00 X 221050 0 94096 296117 664272 525793 1 0 1 0 0 640478 640478 ASSESSMENTS 230000 1793039 1793039 OTHER 230000 35481 35481 1828520 35433 35433 200000 189531 10469 10469 10469 2514900 1828520 0 45902 89370 89370 1096320 1096320 183879 183879 67333 67333 88832 88832 16768 16768 37750 37750 291339 291339 28854 28854 APPRENTICESHIP TRAINING 341252 341252 JOURNEYMAN TRAINING EXP 113279 113279 PUBLIC RELATIONS 49647 49647 GRANT INCOME COORDINATI 33020 33020 52322 49046 3276 2489965 2403317 86648 0 158 126 648513 408025 175520 3642541 1077543 61537 2564998 2082408 1780976 2792616 4929645 -12 49648 -14778 -14790 49648 X 2807406 4879997 2807406 4879997 2792616 4929645 24935 -373342 2420999 0 X 0 1 X 1 0 X 426450 690719 510317 675274 640478 2943238 1792658 1762573 1567858 2007284 1828520 8958893 2219108 2453292 2078175 2682558 2468998 11902131 0 0 0 11902131 34153 33547 190218 327929 35433 621280 34153 33547 190218 327929 35433 621280 2253261 2486839 2268393 3010487 2504431 12523411 0.95040 0.94920 0.04960 0.05080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3642541 1077543 2564998 2564998 OTHER INVESTMENTS 1780976 C 1780976 X 2141558 -373342 -373342 2514900 0 2514900 2701461 211496 211496 2489965 0 2489965 PART X, LINE 2: THE TRUST HAS ADOPTED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ISSUED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD. THE TRUST ADMINISTRATOR BELIEVES THAT THE TRUST HAS NOT TAKEN UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS AS A TAX LIABILITY. INFORMATIONAL TAX RETURNS, FOR TAX YEARS FOR WHICH THE APPLICABLE STATUTES OF LIMITATIONS HAVE NOT EXPIRED, ARE SUBJECT TO EXAMINATION BY AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: BUILDING CORPORATION SEPARATE RETURN 211,496. X 0 0 0 0 0 0 0 0 0 MARK BURRI SECRETARY 0 237828 0 0 0 0 0 117083 0 31859 0 386770 0 0 SCOTT BEALE TREASURER 0 215560 0 0 0 0 0 108107 0 31859 0 355526 0 0 ERIC TASSIO CHAIRMAN 0 210884 0 0 0 0 0 106668 0 21818 0 339370 0 0 STEPHAN SCHNELL ADVISOR 221050 0 0 0 0 0 72830 0 21266 0 315146 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE TRUSTEES DESIGNATE THE ADMINISTRATOR TO REVIEW THE FORM. FORM 990, PART VI, SECTION B, LINE 12C DISTRIBUTION AND REVIEW OF POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ENTITY MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. PIPE TRADES APPRENTICESHIP AND JOURNEYMEN SAN MATEO CO- BUILDING FOUNDATION 1519 ROLLINS ROAD BURLINGAME CA 94010 941723613 OWNER AND MAINTENANCE OF TRAINING FACILITY CA 501(C)5 0 PLUMBERS & STEAMFITTERS LOCAL #467 1519 ROLLINS ROAD BURLINGAME CA 94010 940775047 ADMINISTRATION OF LOCAL UNION CA 501(C)5 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0