Civic Intelligence

Southern Apprenticeship and Training Fund

990EZ • Fiscal year 2018 • EIN 52-1148366

Aug 01, 2017 to Jul 31, 2018 • Filed on Jun 14, 2019

Organization ProfileN/A
751 1000 County Road 989 No 1200WIuka, MS 38852

(662) 424-0182

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$121,012

Flat from 2018

Net Assets

Flat

$121,012

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$0

Flat from 2018

Expenses

Flat

$24,016

Flat from 2018

Net Income

Flat

-$24,016

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,551,013Liabilities 2011: $35,851Net Assets 2011: $1,515,1622011Assets 2012: $1,619,513Liabilities 2012: $38,094Net Assets 2012: $1,581,4192012Assets 2013: $1,525,872Liabilities 2013: $39,136Net Assets 2013: $1,486,7362013Assets 2014: $1,432,309Liabilities 2014: $34,803Net Assets 2014: $1,397,5062014Assets 2015: $1,570,028Liabilities 2015: $23,173Net Assets 2015: $1,546,8552015Assets 2016: $234,865Liabilities 2016: $7,244Net Assets 2016: $227,6212016Assets 2017: $145,028Liabilities 2017: $0Net Assets 2017: $145,0282017Assets 2018: $121,012Liabilities 2018: $0Net Assets 2018: $121,0122018Assets 2018: $121,012Liabilities 2018: $0Net Assets 2018: $121,0122018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2018

Assets$121,012
Liabilities$0
Net Assets$121,012
Open 2018 Filing

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2011: $791,9552011Expenses 2012: $832,0322012Revenue 2013: $800,862Expenses 2013: $895,545Net Income 2013: -$94,6832013Revenue 2014: $800,450Expenses 2014: $889,680Net Income 2014: -$89,2302014Revenue 2015: $802,313Expenses 2015: $652,964Net Income 2015: $149,3492015Revenue 2016: $13,636Expenses 2016: $1,332,870Net Income 2016: -$1,319,2342016Revenue 2017: $0Expenses 2017: $82,593Net Income 2017: -$82,5932017Revenue 2018: $0Expenses 2018: $24,016Net Income 2018: -$24,0162018Revenue 2018: $0Expenses 2018: $24,016Net Income 2018: -$24,0162018Revenue 2019: $9,093Expenses 2019: $122,605Net Income 2019: -$113,5122019

Highlighted filing

2018

Revenue$0
Expenses$24,016
Net Income-$24,016
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2017 to Jul 31, 2018
Signed
Jun 14, 2019
Return Version
2017v2.3
Gross Receipts
$0
Mission and Program Overview

Mission

To provide training and instruction for heavy equipment operation and maintenance to apprentices.

Program Services

DescriptionGrantsExpenses
PROVIDED TRAINING AND INSTRUCTION IN HEAVY EQUIPMENT OPERATION AND MAINTENANCE FOR APPRENTICES.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY DALRYMPLECo-Chair Labor Trustee-$0--
WAYNE WELLSLabor Trustee-$0--
DAVID ISOMCo-Chair Mgmt Trustee-$0--
JEFF BRITTLabor Trustee-$0--
ANTHONY BUCKLEYLabor Trustee-$0--
ALAN BARNHARTMgmt Trustee-$0--
DAVID HAROLDMgmt Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Southern Apprenticship and Training Fund
EIN
52-1148366
Phone
6624240182
Address
751 1000 COUNTY ROAD 989 NO 1200W, IUKA, MS 38852

Signing Officer

Name
Martin Patterson
Title
Officer
Phone
6624240182
Signed
2019-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Calibre CPA Group Pllc
Address
7501 WISCONSIN AVENUE SUITE 1200, WEST, BETHESDA, MD 20814
Preparer
Scott E Hallberg CPA
Phone
2023319880
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: taxes. Amount: 6,302. Description: salaries - administrative . Amount: 1,567. Description: insurance. Amount: 1,200. Description: shipping. Amount: 475. Description: bank fees. Amount: 255. Description: miscellaneous. Amount: 6,717. Total to form 990-ez, line 16: 16,516.”

Raw XML Appendix169 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/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
IRS990EZ/BooksInCareOfDetail/PhoneNum02023319890
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07501 WISCONSIN AVE STE 1200W
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BETHESDA
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd020814
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0145028
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0121012
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-24016
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt07500
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0145028
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0121012
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0145028
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0121012
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0145028
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0121012
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARY DALRYMPLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WAYNE WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAVID ISOM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFF BRITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANTHONY BUCKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ALAN BARNHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVID HAROLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-CHAIR LABOR TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1LABOR TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-CHAIR MGMT TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3LABOR TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4LABOR TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MGMT TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MGMT TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt016516
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE TRAINING AND INSTRUCTION FOR HEAVY EQUIPMENT OPERATION AND MAINTENANCE TO APPRENTICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDED TRAINING AND INSTRUCTION IN HEAVY EQUIPMENT OPERATION AND MAINTENANCE FOR APPRENTICES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd01
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MS
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt024016
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd00
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0GENERAL REQUIREMENTS PER THE PUBLISHED BROCHURE STATES ONLY THAT CANDIDATE MUST BE AT LEAST 18, HAVE A HIGH SCHOOL DIPLOMA OR GED, AND BE PHYSCIALLY FIT
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1NO CONTRIBUTIONS ARE SOLICITED, NO SCHOLARSHIPS OR FINANCIAL ASSISTANCE ARE AWARDED
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: TAXES. AMOUNT: 6,302. DESCRIPTION: SALARIES - ADMINISTRATIVE . AMOUNT: 1,567. DESCRIPTION: INSURANCE. AMOUNT: 1,200. DESCRIPTION: SHIPPING. AMOUNT: 475. DESCRIPTION: BANK FEES. AMOUNT: 255. DESCRIPTION: MISCELLANEOUS. AMOUNT: 6,717. TOTAL TO FORM 990-EZ, LINE 16: 16,516.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/PersonNm0MARTIN PATTERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06624240182
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN APPRENTICSHIP AND TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0521148366
ReturnHeader/Filer/PhoneNum06624240182
ReturnHeader/Filer/USAddress/AddressLine1Txt0751 1000 COUNTY ROAD 989 NO 1200W
ReturnHeader/Filer/USAddress/CityNm0IUKA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MS
ReturnHeader/Filer/USAddress/ZIPCd038852
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02D5B0BD3402E39B7C704900C7FC251DEED649B44
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0099BB351ED5C43DB8E4A0DD96B056B1430213725
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.100.43.100
ReturnHeader/FilingSecurityInformation/IPDt02019-06-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm022:07:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07501 WISCONSIN AVENUE SUITE 1200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0WEST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020814
ReturnHeader/PreparerPersonGrp/PhoneNum02023319880
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SCOTT E HALLBERG CPA
ReturnHeader/ReturnTs02019-06-14T21:07:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-08-01
ReturnHeader/TaxPeriodEndDt02018-07-31
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
$121,012
Liabilities
$0
Net assets
$121,012
Revenue
$0
Expenses
$24,016
Net income
-$24,016
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.12$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.00$0.02$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.00$0.02$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.00$0.08$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.01$0.23$0.01$1.33$1.32
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.02$1.55$0.80$0.65$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.43$0.03$1.40$0.80$0.89$0.09
2013Summary only. Only limited summary data is available for this year.$1.53$0.04$1.49$0.80$0.90$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.04$1.58$0.83
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.04$1.52$0.79