Civic Intelligence

Southern Apprenticeship and Training Fund

990EZ • Fiscal year 2018 • EIN 52-1148366

Aug 01, 2017 to Jul 31, 2018 • Filed on Jun 17, 2019

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

(662) 424-0182

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

23rd percentile

-17%

Faster asset growth than 23% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$121,012

Down $24,016 (-17%) from 2017

Net Assets

Down

$121,012

Down $24,016 (-17%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2017

Expenses

Down

$24,016

Down $58,577 (-71%) from 2017

Net Income

Up

-$24,016

Up $58,577 (+71%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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 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 GrowthScore unavailable

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 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 17, 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
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARTIN PATTERSONTrustee-$0--
PAUL ANDERSONTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Southern Apprenticeship and Training Fd
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
2019-06-17
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 Appendix142 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/AmendedReturnInd0X
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARTIN PATTERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL ANDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
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/SignatureDt02019-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN APPRENTICESHIP AND TRAINING FD
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/AtSubmissionFilingDeviceId0C51C299B32E41F9A0D8E097B775B67623CAAAFCA
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId07802522019165035ae02
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-06-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.100.43.98
ReturnHeader/FilingSecurityInformation/IPDt02019-06-17
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:18:20
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/ReturnTs02019-06-17T10:19:32-05:00
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
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