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U A LOCAL 467 APPRENTICESHIP AND TRAINING TRUST

EIN 94-1201260 BURLINGAME, CA

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Revenue 2024
$2,801,314
Expenses 2024
$2,743,141

Program services were 85.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
Classification
2000
Street
1519 ROLLINS RD FL 2

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

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.

Activities or mission (Part I)

Operation of a training school for apprentice and journey-level pipe trade workers.

  • 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

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • James J Kastelic

    Chairman/Employer Trustee

    Total calculated
    $0
    Hours/week
    5 + 0.1 related
  • Jim Barrett

    Co-Chairman/Labor Trustee

    Total calculated
    $854
    From this org
    $854
    From related orgs
    $0
    Other
    $0
    Hours/week
    5 + 0.1 related
  • Mark Burri

    Secretary/Labor Trustee

    Total calculated
    $0
    Hours/week
    8 + 0.1 related
  • Scott Beale

    Treasurer/Labor Trustee

    Total calculated
    $0
    Hours/week
    5 + 0.1 related
  • Ryan Marr-Wyatt

    Labor Trustee

    Total calculated
    $41,750
    From this org
    $41,750
    From related orgs
    $0
    Other
    $0
    Hours/week
    11 + 0.1 related
  • Eric Tassio

    Labor Trustee

    Total calculated
    $0
    Hours/week
    5 + 0.1 related
  • Mark Nelson

    Labor Trustee (Until 9/2024)

    Total calculated
    $0
    Hours/week
    5 + 0.1 related
  • Joel Balcioni

    Labor Trustee (From 9/2024)

    Total calculated
    $0
    Hours/week
    5 + 0.1 related
  • Ron Bellanti

    Employer Trustee

    Total calculated
    $0
    Hours/week
    5 + 0.1 related
  • Alex Hall

    Employer Trustee

    Total calculated
    $0
    Hours/week
    5 + 0.1 related
  • Phil Carlevaris

    Employer Trustee

    Total calculated
    $0
    Hours/week
    5 + 0.1 related
  • Don Taylor

    Employer Trustee

    Total calculated
    $0
    Hours/week
    5 + 0.1 related
  • Scott Denny

    Employer Trustee (Until 5/2024)

    Total calculated
    $0
    Hours/week
    5 + 0.1 related
  • Curtis Russell

    Employer Trustee (From 5/2024)

    Total calculated
    $0
    Hours/week
    5 + 0.1 related
  • Stephan Schnell

    Advisor/Training Director

    Total calculated
    $389,563
    From this org
    $247,558
    From related orgs
    $0
    Other
    $142,005
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $247,558
    Bonus
    $0
    Other
    $0
    Deferred
    $115,546
    Nontaxable benefits
    $26,459
    Filer's total
    $389,563
  • Tom Johnson

    Curriculum Coordinator

    Total calculated
    $328,920
    From this org
    $200,168
    From related orgs
    $0
    Other
    $128,752
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $200,168
    Bonus
    $0
    Other
    $0
    Deferred
    $102,473
    Nontaxable benefits
    $26,279
    Filer's total
    $328,920

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $2,801,314
    Expenses
    $2,743,141
    Contributions
    $753,449
    Grants paid
    $0
  • 2023
    Revenue
    $3,518,781
    Expenses
    $2,704,669
    Contributions
    $1,185,746
    Grants paid
    $0
  • 2022
    Revenue
    $2,514,900
    Expenses
    $2,489,965
    Contributions
    $640,478
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $3,010,486
    Expenses
    $1,963,722
    Assets (EOY)
    $2,792,616
  • 2020 · 990

    Revenue
    $2,268,393
    Expenses
    $1,559,292
    Assets (EOY)
    $2,515,556
  • 2019 · 990

    Revenue
    $2,537,174
    Expenses
    $3,188,774
    Assets (EOY)
    $2,012,107
  • 2018 · 990

    Revenue
    $2,300,365
    Expenses
    $1,573,667
    Assets (EOY)
    $2,531,292
  • 2017 · 990

    Revenue
    $1,817,432
    Expenses
    $1,476,955
    Assets (EOY)
    $1,875,075

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 9 November 2026 and read 9 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.