2024-04-26T13:00:10-05:00 2023-06-30 WITHUMSMITHBROWNPC 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2022-07-01 920449291 UA LOCAL 38 ADMINISTRATIVE OFFICE TRUST FUND % MARIA C RIVERA UALO 4156262000 1621 MARKET STREET Suite 400 SAN FRANCISCO CA 94103 LARRY MAZZOLA JR TRUSTEE 4156262000 2024-04-23 true LARRY MAZZOLA JR 999009999 JESSICA R ROSTER P01317380 9252779100 2022 2023-04-26 12:10:37Z X LARRY MAZZOLA JR 1621 MARKET STREET 400 SAN FRANCISCO CA 94103 2871626 false X N/A X 1954 CA TO PROVIDE ADMINISTRATIVE SERVICES TO THE TRUST FUNDS OF U.A. LOCAL 38 2 0 12 0 0 0 0 0 0 2871626 0 0 0 0 0 2871626 0 0 0 0 0 1189790 0 0 0 0 1681836 0 2871626 0 0 0 2551078 0 2551078 0 0 TO PROVIDE ADMINISTRATIVE SERVICES TO THE TRUST FUNDS OF U.A. LOCAL 38 OF THE UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES OF THE PLUMBING AND PIPE FITTING INDUSTRY OF THE UNITED STATES AND CANADA (THE "U.A. LOCAL 38"). false false PROVIDED ADMINISTRATIVE SERVICES TO THE TRUST FUNDS OF U.A. LOCAL 38 OF THE UNITED ASSOCIATION OF JOURNEYMEN AND APPRENTICES OF THE PLUMBING AND PIPE FITTING INDUSTRY OF THE UNITED STATES AND CANADA (THE "U.A. LOCAL 38"). false false false false false false false false false true false false true true true true false false false false false false false false false false false false true false false false false false false false false false false false true false false true X 4 0 true 12 true false false false false false false false false X 2 0 false false false false false false false true true false false true true true true true true false false false CA X MARIA C RIVERA 4156262000 1621 MARKET STREET SUITE 400 SAN FRANCISCO CA 94103 X MARIA RIVERA ADMINISTRATOR 40.0 0.0 X 176768 0 113608 LARRY MAZZOLA JR TRUSTEE 0.1 0.0 X 0 0 0 MICHAEL BUCKLEY TRUSTEE 0.1 0.0 X 0 0 0 176768 0 113608 1 false true false Zenith American Solutions 1141 Harbor Bay Pkwy Ste 100 ALAMEDA CA 94502 DATA PROCESSING 252012 Law Firm of James P Baker 40 Bridge Street SOUTH HADLEY MH 01075 LEGAL 143990 WithumsmithBrown PC 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 AUDITING 137097 3 0 REIMBURSMENT INCOME 900099 2731983 2731983 EMPLOYER CONTRIBUTIONS 900099 121154 121154 LIQUIDATED DAMAGES 900099 18489 18489 2871626 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2871626 2871626 0 X 0 0 0 0 0 0 636806 0 483485 69499 0 234169 157869 0 0 0 38298 0 213799 343606 0 154298 7485 0 36606 0 0 33454 428998 PUBLICATIONS 19438 MISCELLANEOUS EXPENSES 11781 DUES & MEMBERSHIP 2035 2871626 0 551940 0 0 0 0 0 534355 0 0 0 0 0 0 0 0 0 0 99598 13857 0 85741 0 0 0 0 0 0 0 0 0 1379042 0 2551078 0 264908 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2286170 0 2551078 X 0 0 0 0 0 0 0 2551078 X 0 X X false true X true false 99598 13857 85741 85741 RIGHT OF USE ASSETS 1379042 1379042 0 LEASE LIABILITIES 1403078 DUE TO UA LOCAL 38 TRUST FUNDS 883092 2286170 X 2871626 2871626 2871626 2871626 2871626 2871626 FORM 990, SCHEDULE D, PART X, LINE 3: General office salaries and expenses incurred by the Administration on behalf of the U.A. Local 38 Trust Funds are allocated to the U.A. Local 38 Trust Funds, as determined by the Administrator with the approval of the Board of Trustees. Common administrative expenses are allocated to the U.A. Local 38 Trust Funds as administrative charges based on the level of services provided. The U.A. Local 38 Trust Funds reimburse the Administration for payments made on their behalf for other administrative expenses directly related to each U.A. Local 38 Trust Fund. X false false false MARIA RIVERA ADMINISTRATOR 176768 0 0 0 0 0 86858 0 26750 0 290376 0 0 0 FORM 990, PART VI, SCHEDULE B, LINE 11B: A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S TRUSTEES FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C: TRUSTEES ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS, ON AN ANNUAL BASIS. IF A PROPOSED TRANSACTION MIGHT CONSTITUTE A PROHIBITED TRANSACTION, TRUST FUND COUNSEL WILL BE CONSULTED AND ADDITIONAL ACTION WILL BE TAKEN AS APPROPRIATE TO ENSURE THAT THE PROPOSED TRANSACTION WILL NOT BE CONDUCTED WITHOUT FUND COUNSEL'S WRITTEN APPROVAL. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS OR CONFLICT-OF-INTEREST POLICY AVAILABLE TO THE PUBLIC. UPON REQUEST, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL INFORMATION, AND CONFLICT-OF-INTEREST POLICY AVAILABLE TO THE ORGANIZATION'S PARTICIPANTS. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. FORM 990, PART V, LINE 1A: THE JOINT ADMINISTRATIVE OFFICE FILES ONE FORM 1099 ON BEHALF OF ALL THE ORGANIZATIONS THEY ADMINISTER FOR VARIOUS INDEPENDENT CONTRACTORS. THE ORGANIZATION FILES A FORM 1099 FOR CERTAIN INDEPENDENT CONTRACTORS THAT ARE PAID DIRECTLY BY THE ORGANIZATION, THEREFORE THIS QUESTION HAS BEEN ANSWERED FOR THE 1099S ISSUED BY THE ORGANIZATION DIRECTLY. FORM 990, PART IX, LINE 7: OTHER SALARY AND WAGES ARE BASED ON AN ALLOCATION OF SALARY AND WAGES PROVIDED BY THE U.A. LOCAL 38 TRUST FUND ADMINISTRATION (JOINT ADMINISTRATIVE OFFICE) OF SAN FRANCISCO, MARIN, SONOMA, LAKE MENDOCINO COUNTIES, FOR PROVIDING SERVICES TO THE TRUST FUND. THE TRUST FUND REIMBURSES THE JOINT ADMINISTRATIVE OFFICES FOR THESE COSTS. FORMS W-3 AND W-2 ARE FILED BY THE JOINT ADMINISTRATIVE OFFICE TO REPORT THE FULL AMOUNT OF SALARIES AND WAGES THAT INCLUDE THE PORTION OF SALARY AND WAGES ALLOCATED TO THIS TRUST FUND. UA LOCAL 38 JURISDICTIONAL PROTECTION TR 1621 MARKET ST SUITE 400 SAN FRANCISCO CA 94103 946581082 BID PROGRAM CA 501(C)5 N/A NA false false false false false false false false false false false false false false false false false false false false UA LOCAL 38 JURISDICTIONAL PROTECTION TRUST