Liabilities / Assets
54th 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
55th 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
48th percentile
Higher top officer pay than 48% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
2nd percentile
Faster asset growth than 2% of similar nonprofits.
Revenue Growth
99th percentile
Faster revenue growth than 99% of similar nonprofits.
Balance Sheet
Assets
Down$31,430
Down $84,910 (-73%) from 2018
Net Assets
Down$31,430
Down $84,910 (-73%) from 2018
Liabilities
Flat$0
Flat from 2018
Revenue And Expenses
Revenue
Up$160,110
Up $102,708 (+179%) from 2018
Expenses
Up$245,020
Up $156,209 (+176%) from 2018
Net Income
Down-$84,910
Down $53,501 (-170%) from 2018
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2018 to Jun 30, 2019
- Signed
- Oct 29, 2019
- Return Version
- 2018v3.1
- Gross Receipts
- $160,110
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 |
|---|---|---|---|---|---|
| PHIL TRUCKS | Trustee | PT | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Local 538 Educational Trust Fund
- EIN
- 47-3376798
- Phone
- 4239285751
- Address
- 2404 SOUTH ROAN STREET, JOHNSON CITY, TN 37601
Signing Officer
- Name
- Phil Trucks
- Title
- Trustee
- Phone
- 4239285751
- Signed
- 2019-10-29
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Calibre CPA Group Pllc
- Address
- 7501 WISCONSIN AVENUE, BETHESDA, MD 20814
- Preparer
- Jerome J Robertson CPA
- Phone
- 2023319880
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 14
“Description: depreciation. Amount: 5,945. Description: other expenses. Amount: 21,820. Total to form 990-ez, line 14: 27,765.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: administration. Amount: 19,635. Description: instructors. Amount: 24,725. Description: training. Amount: 7,864. Description: reimbursed expenses. Amount: 88,598. Description: assets disposed. Amount: 76,016. Total to form 990-ez, line 16: 216,838.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: deposits. Beg. Of year amount: 185. End of year amount: 0. Description: other depreciable assets. Beg. Of year amount: 92,016. End of year amount: 17,423.”
Raw XML Appendix102 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/AddressChangeInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | THE ORGANIZATION |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4239285751 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2404 SOUTH ROAN STREET |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | JOHNSON CITY |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TN |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 37601 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 24139 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 14007 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -84910 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 116340 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 31430 |
| IRS990EZ/GrossReceiptsAmt | 0 | 160110 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MembershipDuesAmt | 0 | 52742 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 116340 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 31430 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 116340 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 31430 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 27765 |
| 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 | PHIL TRUCKS |
| 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 | 92201 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 17423 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 216838 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | TRAINING OF JOURNEYMEN AND APPRENTICES |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 417 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 107368 |
| 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 | 245020 |
| IRS990EZ/TotalRevenueAmt | 0 | 160110 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: DEPRECIATION. AMOUNT: 5,945. DESCRIPTION: OTHER EXPENSES. AMOUNT: 21,820. TOTAL TO FORM 990-EZ, LINE 14: 27,765. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: ADMINISTRATION. AMOUNT: 19,635. DESCRIPTION: INSTRUCTORS. AMOUNT: 24,725. DESCRIPTION: TRAINING. AMOUNT: 7,864. DESCRIPTION: REIMBURSED EXPENSES. AMOUNT: 88,598. DESCRIPTION: ASSETS DISPOSED. AMOUNT: 76,016. TOTAL TO FORM 990-EZ, LINE 16: 216,838. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: DEPOSITS. BEG. OF YEAR AMOUNT: 185. END OF YEAR AMOUNT: 0. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 92,016. END OF YEAR AMOUNT: 17,423. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 14 |
| 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 |
| ReturnHeader/BuildTS | 0 | 2019-02-21 02:37:17Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | PHIL TRUCKS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4239285751 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-10-29 |
| 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 | 2404 SOUTH ROAN STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | JOHNSON CITY |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TN |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 37601 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 3EA97E8AE7DEF38004AEC336E69F1750E4BB7AFE |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 3EA97E8AE7DEF38004AEC336E69F1750E4BB7AFE |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 38.100.43.98 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2019-10-29 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ED |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 10:09:01 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 470900880 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | CALIBRE CPA GROUP PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 7501 WISCONSIN AVENUE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BETHESDA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 20814 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2023319880 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JEROME J ROBERTSON CPA |
| ReturnHeader/PreparerPersonGrp/SelfEmployedInd | 0 | X |
| ReturnHeader/ReturnTs | 0 | 2019-10-29T09:09:06-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2018-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-06-30 |
| ReturnHeader/TaxYr | 0 | 2018 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $31,430
- Liabilities
- $0
- Net assets
- $31,430
- Revenue
- $160,110
- Expenses
- $245,020
- Net income
- -$84,910