Civic Intelligence

Sheet Metal Jatc Ma 1277 Apprenticeship

EIN 30-0372437 • 501(c)3 • Portland, OR

Profile

To provide apprenticeship training for sheet metal workers.

2201 NE Columbia Blvd 1CPortland, OR 97211

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

66th percentile

7.8%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

-2.0%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$153,359

Up $11,107 (+7.8%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$153,359

Up $11,107 (+7.8%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin67th percentile

Revenue

Down

$88,640

Down $1,829 (-2.0%) from 2023

Expenses

Up

$77,533

Up $613 (+0.8%) from 2023

Net Income

Down

$11,107

Down $2,442 (-18%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $9,961Net Assets 2011: $9,9612011Assets 2013: $14,515Liabilities 2013: $0Net Assets 2013: $14,5152013Assets 2014: $18,944Liabilities 2014: $0Net Assets 2014: $18,9442014Assets 2015: $25,461Liabilities 2015: $107Net Assets 2015: $25,3542015Assets 2016: $31,588Net Assets 2016: $31,5882016Assets 2017: $47,079Net Assets 2017: $47,0792017Assets 2018: $66,363Net Assets 2018: $66,3632018Assets 2019: $82,553Net Assets 2019: $82,5532019Assets 2020: $101,619Net Assets 2020: $101,6192020Assets 2021: $108,828Net Assets 2021: $108,8282021Assets 2022: $128,703Net Assets 2022: $128,7032022Assets 2023: $142,252Net Assets 2023: $142,2522023Assets 2024: $153,359Net Assets 2024: $153,3592024

Highlighted filing

2024

Assets$153,359
Liabilities-
Net Assets$153,359
Open 2024 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0Revenue 2011: $52,017Expenses 2011: $46,455Net Income 2011: $5,5622011Revenue 2013: $51,103Expenses 2013: $48,575Net Income 2013: $2,5282013Revenue 2014: $67,606Expenses 2014: $63,177Net Income 2014: $4,4292014Revenue 2015: $72,396Expenses 2015: $65,986Net Income 2015: $6,4102015Revenue 2016: $89,734Expenses 2016: $83,500Net Income 2016: $6,2342016Revenue 2017: $92,690Expenses 2017: $77,199Net Income 2017: $15,4912017Revenue 2018: $98,050Expenses 2018: $78,766Net Income 2018: $19,2842018Revenue 2019: $108,466Expenses 2019: $92,276Net Income 2019: $16,1902019Revenue 2020: $113,345Expenses 2020: $94,279Net Income 2020: $19,0662020Revenue 2021: $87,726Expenses 2021: $80,517Net Income 2021: $7,2092021Revenue 2022: $97,927Expenses 2022: $78,052Net Income 2022: $19,8752022Revenue 2023: $90,469Expenses 2023: $76,920Net Income 2023: $13,5492023Revenue 2024: $88,640Expenses 2024: $77,533Net Income 2024: $11,1072024

Highlighted filing

2024

Revenue$88,640
Expenses$77,533
Net Income$11,107
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$153,359
Liabilities
-
Net assets
$153,359
Revenue
$88,640
Expenses
$77,533
Net income
$11,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.53$1.53$0.89$0.78$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$1.42$0.90$0.77$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$1.29$0.98$0.78$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$1.09$0.88$0.81$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$1.02$1.13$0.94$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.83$1.08$0.92$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.66$0.66$0.98$0.79$0.19
2017Detailed filing. Detailed filing data is available for this year.$0.47$0.47$0.93$0.77$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.32$0.32$0.90$0.84$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.72$0.66$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.68$0.63$0.04
2013Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.51$0.49$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.10$0.52$0.46$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$88,640
Mission and Program Overview

Mission

To provide apprenticeship training for sheet metal workers.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SHEET METAL APPRENTICESHIP TRAINING.-$72,525
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mariam BeltonChairman-$0--
David RosenquistSecretary-$0--
Larry GoodroeTrustee-$0--
Matt SiegTrustee-$0--
Dave TrammelTrustee-$0--
Marc InnessTrustee-$0--
Jason BreezeTrustee-$0--
Jason JentzschTrustee-$0--
Tom BurnsTrustee-$0--
Garret AndersonTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Sheet Metal Jatc Ma 1277 Apprenticeship
EIN
30-0372437
Phone
5035980522
Address
2201 NE COLUMBIA BLVD 1C, PORTLAND, OR 97211

Signing Officer

Name
Laurie Kendall President
Title
PNW Chapter of ABC
Signed
2025-11-17
Discuss with paid preparer
Yes

Preparer

Firm
Bashar & Johnson PC
Address
4905 SW Griffith Drive Suite 100, Beaverton, OR 97005
Preparer
Ambereen N Basharcpa
Phone
5036434000
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $2500”

Other Expenses.1

“GIFTS $2133”

Raw XML Appendix152 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PNW Chapter of ABC
IRS990EZ/BooksInCareOfDetail/PhoneNum05035980522
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02201 NE COLUMBIA BLVD SUITE 1C
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PORTLAND
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0972111963
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0142252
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0153359
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011107
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt072900
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0142252
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0153359
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt088640
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02554
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt086086
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0142252
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0153359
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0142252
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0153359
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt70.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt80.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt90.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Mariam Belton
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1David Rosenquist
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Larry Goodroe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Matt Sieg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Dave Trammel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Marc Inness
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Jason Breeze
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Jason Jentzsch
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Tom Burns
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Garret Anderson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt04633
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE APPRENTICESHIP TRAINING FOR SHEET METAL WORKERS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SHEET METAL APPRENTICESHIP TRAINING.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt072525
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt077533
IRS990EZ/TotalProgramServiceExpensesAmt072525
IRS990EZ/TotalRevenueAmt088640
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GIFTS $2133
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Laurie Kendall President
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PNW Chapter of ABC
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL JATC MA 1277 APPRENTICESHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRAINING TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0300372437
ReturnHeader/Filer/PhoneNum05035980522
ReturnHeader/Filer/USAddress/AddressLine1Txt02201 NE COLUMBIA BLVD 1C
ReturnHeader/Filer/USAddress/CityNm0PORTLAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097211
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931017343
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Bashar & Johnson PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04905 SW Griffith Drive Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Beaverton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097005
ReturnHeader/PreparerPersonGrp/PhoneNum05036434000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMBEREEN N BASHARCPA
ReturnHeader/ReturnTs02025-11-17T16:14:45-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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