Civic Intelligence

Local 538 Educational Trust Fund

990EZ • Fiscal year 2018 • EIN 47-3376798

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 11, 2018

Organization ProfileN/A
386 Highway 91Elizabethton, TN 37643

(423) 928-5751

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Net Margin

3rd percentile

-55%

Higher net margin than 3% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

6th percentile

-32%

Faster asset growth than 6% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2018

Revenue Growth

5th percentile

-32%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2018

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$116,340

Down $137,119 (-54%) from 2016

Net Assets

Down

$116,340

Down $137,119 (-54%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin3rd percentile

Revenue

Down

$57,402

Down $68,352 (-54%) from 2016

Expenses

Down

$88,811

Down $99,148 (-53%) from 2016

Net Income

Up

-$31,409

Up $30,796 (+50%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2014: $482,343Liabilities 2014: $02014Assets 2015: $315,664Liabilities 2015: $02015Assets 2016: $253,459Liabilities 2016: $0Net Assets 2016: $253,4592016Assets 2018: $116,340Liabilities 2018: $0Net Assets 2018: $116,3402018Assets 2019: $31,430Liabilities 2019: $0Net Assets 2019: $31,4302019Assets 2020: $48,449Liabilities 2020: $0Net Assets 2020: $48,4492020Assets 2021: $87,615Liabilities 2021: $0Net Assets 2021: $87,6152021Assets 2022: $79,918Liabilities 2022: $0Net Assets 2022: $79,9182022Assets 2023: $92,151Liabilities 2023: $0Net Assets 2023: $92,1512023Assets 2024: $90,221Liabilities 2024: $4,225Net Assets 2024: $85,9962024Assets 2025: $248,415Liabilities 2025: $5,122Net Assets 2025: $243,2932025

Highlighted filing

2018

Assets$116,340
Liabilities$0
Net Assets$116,340
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2014: $65,928Expenses 2014: $107,759Net Income 2014: -$41,8312014Revenue 2015: $39,172Expenses 2015: $205,851Net Income 2015: -$166,6792015Revenue 2016: $125,754Expenses 2016: $187,959Net Income 2016: -$62,2052016Revenue 2018: $57,402Expenses 2018: $88,811Net Income 2018: -$31,4092018Revenue 2019: $160,110Expenses 2019: $245,020Net Income 2019: -$84,9102019Revenue 2020: $173,583Expenses 2020: $156,564Net Income 2020: $17,0192020Revenue 2021: $250,781Expenses 2021: $211,615Net Income 2021: $39,1662021Revenue 2022: $192,327Expenses 2022: $200,024Net Income 2022: -$7,6972022Revenue 2023: $188,878Expenses 2023: $176,645Net Income 2023: $12,2332023Revenue 2024: $148,902Expenses 2024: $155,057Net Income 2024: -$6,1552024Revenue 2025: $345,998Expenses 2025: $188,701Net Income 2025: $157,2972025

Highlighted filing

2018

Revenue$57,402
Expenses$88,811
Net Income-$31,409
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 11, 2018
Return Version
2017v2.2
Gross Receipts
$57,402
Mission and Program Overview

Mission

Training of journeymen and apprentices

Program Services

DescriptionGrantsExpenses
TO PROVIDE TRAINING TO APPRENTICES AND JOURNEYMEN OF UA LOCAL UNION 538$0$0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHIL TRUCKSTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Local 538 Educational Trust Fund
EIN
47-3376798
Phone
4239285751
Address
386 HIGHWAY 91, ELIZABETHTON, TN 37643

Signing Officer

Name
Phil Trucks
Title
Trustee
Phone
4239285751
Signed
2018-11-11
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 16 - Other Expenses

“Description: administration. Amount: 18,443. Description: instructors. Amount: 11,907. Description: training . Amount: 10,370. Description: reimbursed expenses. Amount: 27,324. Total to form 990-ez, line 16: 68,044.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: deposits. Beg. Of year amount: 185. End of year amount: 185. Description: other depreciable assets. Beg. Of year amount: 92,016. End of year amount: 92,016.”

Raw XML Appendix99 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum04239285751
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0386 HIGHWAY 91
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ELIZABETHTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd037643
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt055548
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt024139
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-31409
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0147749
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0116340
IRS990EZ/GrossReceiptsAmt057402
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt057402
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0147749
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0116340
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0147749
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0116340
IRS990EZ/OccupancyRentUtltsAndMaintAmt020767
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PHIL TRUCKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt092201
IRS990EZ/OtherAssetsTotalDetail/EOYAmt092201
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt068044
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TRAINING OF JOURNEYMEN AND APPRENTICES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE TRAINING TO APPRENTICES AND JOURNEYMEN OF UA LOCAL UNION 538
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt088811
IRS990EZ/TotalRevenueAmt057402
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: ADMINISTRATION. AMOUNT: 18,443. DESCRIPTION: INSTRUCTORS. AMOUNT: 11,907. DESCRIPTION: TRAINING . AMOUNT: 10,370. DESCRIPTION: REIMBURSED EXPENSES. AMOUNT: 27,324. TOTAL TO FORM 990-EZ, LINE 16: 68,044.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 185. END OF YEAR AMOUNT: 185. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 92,016. END OF YEAR AMOUNT: 92,016.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHIL TRUCKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04239285751
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL 538 EDUCATIONAL TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0473376798
ReturnHeader/Filer/PhoneNum04239285751
ReturnHeader/Filer/USAddress/AddressLine1Txt0386 HIGHWAY 91
ReturnHeader/Filer/USAddress/CityNm0ELIZABETHTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037643
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0BBB8E796A8CAF44FC54ADCF803CA26EF380DCB1E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C5DFEA4D045A8B851C3E9B67229A1B252EC657E7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.194.229.250
ReturnHeader/FilingSecurityInformation/IPDt02018-11-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:04:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208078757
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SALTER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04600 EAST-WEST HIGHWAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208143415
ReturnHeader/PreparerPersonGrp/PhoneNum03018307400
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEROME J ROBERTSON CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-11-11T08:04:25-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$116,340
Liabilities
$0
Net assets
$116,340
Revenue
$57,402
Expenses
$88,811
Net income
-$31,409
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.05$2.43$3.46$1.89$1.57
2024Detailed filing. Detailed filing data is available for this year.$0.90$0.04$0.86$1.49$1.55$0.06
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$1.89$1.77$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$1.92$2.00$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$2.51$2.12$0.39
2020Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$1.74$1.57$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$1.60$2.45$0.85
2018Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.57$0.89$0.31
2016Detailed filing. Detailed filing data is available for this year.$2.53$0.00$2.53$1.26$1.88$0.62
2015Summary only. Only limited summary data is available for this year.$3.16$0.00$0.39$2.06$1.67
2014Summary only. Only limited summary data is available for this year.$4.82$0.00$0.66$1.08$0.42