Liabilities / Assets
53rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
53rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
3rd percentile
Higher net margin than 3% of similar nonprofits.
Top Officer Pay
46th percentile
Higher top officer pay than 46% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
11th percentile
Faster asset growth than 11% of similar nonprofits.
Revenue Growth
99th percentile
Faster revenue growth than 99% of similar nonprofits.
Balance Sheet
Assets
Down$253,459
Down $62,205 (-20%) from 2015
Net Assets
$253,459
No earlier filing loaded for comparison.
Liabilities
Flat$0
Flat from 2015
Revenue And Expenses
Revenue
Up$125,754
Up $86,582 (+221%) from 2015
Expenses
Down$187,959
Down $17,892 (-8.7%) from 2015
Net Income
Up-$62,205
Up $104,474 (+63%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2015 to Jun 30, 2016
- Signed
- Jan 19, 2017
- Return Version
- 2015v3.0
- Gross Receipts
- $125,754
Mission and Program Overview
Mission
Training of journeymen and apprentices
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO PROVIDE TRAINING TO APPRENTICES AND JOURNEYMEN OF UA LOCAL UNION 538 | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| RUSSELL SHELTON | Trustee | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Local 538 Educational Trust Fund
- EIN
- 47-3376798
- Phone
- 4239285751
- Address
- 655 WATAUGA ROAD, WATAUGA, TN 37694-3121
Signing Officer
- Name
- Russell Shelton
- Title
- Trustee
- Phone
- 4239285751
- Signed
- 2017-01-19
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Salter & Company LLC
- Address
- 4600 EAST-WEST HIGHWAY SUITE 300, BETHESDA, MD 20814-3415
- Preparer
- Jerome J Robertson CPA
- Phone
- 3018307400
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: interest. Amount: 16,566.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: administration. Amount: 68,728. Description: instructors. Amount: 22,386. Description: training supplies. Amount: 37,880. Description: international training fund assessments. Amount: 27,218. Total to form 990-ez, line 16: 156,212.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: deposits. Beg. Of year amount: 185. End of year amount: 185. Description: due from lu 538. Beg. Of year amount: 209,502. End of year amount: 0. Description: other depreciable assets. Beg. Of year amount: 91,149. End of year amount: 92,016.”
Raw XML Appendix96 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | THE ORGANIZATION |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4239285751 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 655 WATAUGA ROAD |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | WATAUGA |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TN |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 376943121 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 14828 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 161258 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -62205 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 315664 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 253459 |
| IRS990EZ/GrossReceiptsAmt | 0 | 125754 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 109188 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 315664 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 253459 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 315664 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 253459 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 31747 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 10.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | RUSSELL SHELTON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 300836 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 92201 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 156212 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 16566 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TRAINING OF JOURNEYMEN AND APPRENTICES |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO PROVIDE TRAINING TO APPRENTICES AND JOURNEYMEN OF UA LOCAL UNION 538 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 187959 |
| IRS990EZ/TotalRevenueAmt | 0 | 125754 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST. AMOUNT: 16,566. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: ADMINISTRATION. AMOUNT: 68,728. DESCRIPTION: INSTRUCTORS. AMOUNT: 22,386. DESCRIPTION: TRAINING SUPPLIES. AMOUNT: 37,880. DESCRIPTION: INTERNATIONAL TRAINING FUND ASSESSMENTS. AMOUNT: 27,218. TOTAL TO FORM 990-EZ, LINE 16: 156,212. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 185. END OF YEAR AMOUNT: 185. DESCRIPTION: DUE FROM LU 538. BEG. OF YEAR AMOUNT: 209,502. END OF YEAR AMOUNT: 0. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 91,149. END OF YEAR AMOUNT: 92,016. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | RUSSELL SHELTON |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4239285751 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-01-19 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | LOCAL 538 EDUCATIONAL TRUST FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LOCA |
| ReturnHeader/Filer/EIN | 0 | 473376798 |
| ReturnHeader/Filer/PhoneNum | 0 | 4239285751 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 655 WATAUGA ROAD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WATAUGA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 376943121 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 208078757 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | SALTER & COMPANY LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 4600 EAST-WEST HIGHWAY SUITE 300 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BETHESDA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 208143415 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3018307400 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2017-01-19 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JEROME J ROBERTSON CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2017-01-19T08:18:21-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-06-30 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $253,459
- Liabilities
- $0
- Net assets
- $253,459
- Revenue
- $125,754
- Expenses
- $187,959
- Net income
- -$62,205