UA LOCAL 38 SCHOLARSHIP TRUST FUND OF SAN FRANCISCO MARIN SONOMA MENDOCINO

EIN: 946398562 Mutual Benefit

SAN FRANCISCO, CA

Total Revenue
$1,150,636
Total Expenses
$1,025,132
Total Assets
$1,358,300
Net Assets
$1,358,300
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1967
Legal Domicile
CA
Principal Officer
LARRY MAZZOLA JR
Phone
4156262000
Tax Period
2024-07-01 to 2025-06-30

UA LOCAL 38 SCHOLARSHIP TRUST FUND OF SAN FRANCISCO MARIN SONOMA MENDOCINO, founded in 1967, is a community nonprofit in the Mutual Benefit sector that reported $1.2M in total revenue in fiscal year 2024. Expenses of $1.0M left a modest 11% surplus.

Mission

THE FUND WAS ESTABLISHED BY THE TERMS OF A TRUST AGREEMENT FOR THE PURPOSE OF PROVIDING SCHOLARSHIPS FOR ATTENDANCE IN COLLEGES OR UNIVERSITIES BY DEPENDENTS OF ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN.

Program Service Accomplishments

Program 1

SCHOLARSHIPS WERE PAID TO 117 DEPENDENTS OF ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $100
Program Service Revenue $1,150,536
Investment Income $0
Other Revenue $0
TOTAL REVENUE $1,150,636

Expense Breakdown

Grants Paid $961,917
Salaries & Benefits $24,006
Fundraising Expenses $0
Other Expenses $39,209
TOTAL EXPENSES $1,025,132

Year-over-Year Comparison

2024 2023 Change
Revenue $1,150,636 $1,079,223 +0.1%
Expenses $1,025,132 $841,847 +0.2%
Net Income $125,504 $237,376 -0.5%
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
11
Independent Members
N/A
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LARRY MAZZOLA JR CHAIRMAN 0.1
Officer Director
$0 $0 $0
FRED NURISSO CO-CHAIRMAN 0.1
Officer Director
$0 $0 $0
FRANKLIN REARDON SECRETARY 0.1
Officer Director
$0 $0 $0
ARMAND KILIJIAN TREASURER 0.1
Officer Director
$0 $0 $0
BILL BLACKWELL TRUSTEE 0.1
Director
$0 $0 $0
MICHAEL BUCKLEY TRUSTEE - TERM. 5/2/2025 0.1
Director
$0 $0 $0
JOHN CHIARENZA TRUSTEE 0.1
Director
$0 $0 $0
ROBERT BUCKLEY JR TRUSTEE 0.1
Director
$0 $0 $0
RJ FERRARI TRUSTEE 0.1
Director
$0 $0 $0
TONY GUZZETTA TRUSTEE 0.1
Director
$0 $0 $0
ALEX HALL TRUSTEE 0.1
Director
$0 $0 $0
JOHN CORSO ALTERNATE TRUSTEE 0.1
Director
$0 $0 $0
Kevin Caracciolo TRUSTEE 0.1
Director
$0 $0 $0
SEE SCH O FOR COMPENSATION PAID BY RELATED ORGANIZATION 0.0
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $1,150,636 $1,025,132 $1,358,300 $125,504
2024 $1,079,223 $841,847 $1,232,796 $237,376
2023 $814,934 $764,174 $995,420 $50,760
2022 $758,277 $686,477 $944,660 $71,800
2021 $644,182 $663,618 $872,860 $-19,436
2020 $666,960 $628,957 $892,296 $38,003
2019 $705,255 $580,784 $854,293 $124,471
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