Civic Intelligence

Iatse Local 322 Joint Education and Training Trust

EIN 46-4524333 • 501(c)5 • Charlotte, NC

Profile

We are an employee education trust fund Provided for undr the Taft-hartley Act

5624 Executive Center Dr Ste 120Charlotte, NC 28212
Siviq Scores

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

Liabilities / Assets

96th percentile

0.71x

Higher debt load relative to assets than 96% of similar nonprofits.

NTEE J40 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

98th percentile

1.20x

Higher debt load relative to revenue than 98% of similar nonprofits.

NTEE J40 • <$500k nonprofits • Source year 2025

Net Margin

88th percentile

50%

Higher net margin than 88% of similar nonprofits.

NTEE J40 • <$500k nonprofits • Source year 2025

Top Officer Pay

59th percentile

$0

Higher top officer pay than 59% of similar nonprofits.

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

NTEE J40 • <$500k nonprofits • Source year 2025

Asset Growth

91st percentile

41%

Faster asset growth than 91% of similar nonprofits.

NTEE J40 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

75th percentile

13%

Faster revenue growth than 75% of similar nonprofits.

NTEE J40 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$133,592

Up $39,124 (+41%) from 2024

Liabilities

Up

$94,468

Up $94,468 from 2024

Net Assets

Down

$39,124

Down $55,344 (-59%) from 2024

Operations
Liabilities / Revenue98th percentileNet Margin88th percentile

Revenue

Up

$78,414

Up $9,255 (+13%) from 2024

Expenses

Down

$39,290

Down $21,435 (-35%) from 2024

Net Income

Up

$39,124

Up $30,690 (+364%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth91st percentile

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

$150K$100K$50K$0Assets 2019: $40,082Liabilities 2019: $0Net Assets 2019: $40,0822019Assets 2022: $38,550Liabilities 2022: $19,858Net Assets 2022: $18,6922022Assets 2023: $86,750Liabilities 2023: $0Net Assets 2023: $86,7502023Assets 2024: $94,468Liabilities 2024: $0Net Assets 2024: $94,4682024Assets 2025: $133,592Liabilities 2025: $94,468Net Assets 2025: $39,1242025

Highlighted filing

2025

Assets$133,592
Liabilities$94,468
Net Assets$39,124
Open 2025 Filing

Operations Trend

Revenue Growth75th percentile

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

$80K$60K$40K$20K$0Revenue 2019: $56,058Expenses 2019: $40,218Net Income 2019: $15,8402019Revenue 2022: $63,421Expenses 2022: $44,729Net Income 2022: $18,6922022Revenue 2023: $76,996Expenses 2023: $42,255Net Income 2023: $34,7412023Revenue 2024: $69,159Expenses 2024: $60,725Net Income 2024: $8,4342024Revenue 2025: $78,414Expenses 2025: $39,290Net Income 2025: $39,1242025

Highlighted filing

2025

Revenue$78,414
Expenses$39,290
Net Income$39,124
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$133,592
Liabilities
$94,468
Net assets
$39,124
Revenue
$78,414
Expenses
$39,290
Net income
$39,124
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.34$0.94$0.39$0.78$0.39$0.39
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.69$0.61$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.77$0.42$0.35
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.20$0.19$0.63$0.45$0.19
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.56$0.40$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Jan 30, 2026
Return Version
2025v4.0
Gross Receipts
$78,414
Mission and Program Overview

Mission

We are an employee education trust fund Provided for undr the Taft-hartley Act

Program Services

DescriptionGrantsExpenses
0--
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Charles HowardAdministratorPT$0--
Filing and Contact Details

Filer

Filer Name
Iatse Local 322 Joint Education and Training Trust
EIN
46-4524333
Phone
7046412351
Address
5624 EXECUTIVE CENTER DR STE 120, CHARLOTTE, NC 28212

Signing Officer

Name
charles howard
Title
Admnistrator
Phone
7046412351
Signed
2026-01-30
Supplemental Narrative

Additional Explanations

Part I, line 16

“Meals during classes travek for training training materials”

Part II, line 26

“carry over cash from previous year”

Raw XML Appendix103 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/BenefitsPaidToOrForMembersAmt010000
IRS990EZ/BooksInCareOfDetail/PersonNm0charles howard
IRS990EZ/BooksInCareOfDetail/PhoneNum07046412351
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05624 EXECUTIVE CENTER DR STE 120
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Chatlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028212
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt094468
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0133592
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt078414
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt039124
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01747
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt094468
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0133592
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt078414
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt00
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039124
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt094468
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039124
IRS990EZ/OccupancyRentUtltsAndMaintAmt010600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Charles Howard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Administrator
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt07808
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0We are an employee education trust fund Provided for undr the Taft-hartley Act
IRS990EZ/PrintingPublicationsPostageAmt01289
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt07846
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt094468
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039290
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt078414
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Meals during classes travek for training training materials
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1carry over cash from previous year
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part II, line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0charles howard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Admnistrator
ReturnHeader/BusinessOfficerGrp/PhoneNum07046412351
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IATSE LOCAL 322 JOINT EDUCATION AND TRAINING TRUST
ReturnHeader/Filer/BusinessNameControlTxt0IATS
ReturnHeader/Filer/EIN0464524333
ReturnHeader/Filer/PhoneNum07046412351
ReturnHeader/Filer/USAddress/AddressLine1Txt05624 EXECUTIVE CENTER DR STE 120
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028212
ReturnHeader/ReturnTs02026-01-30T14:30:14Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.