Civic Intelligence

Sheet Metal Workers J&A Train Tr Fund

990 • Fiscal year 2016 • EIN 74-1605852

Aug 01, 2015 to Jul 31, 2016 • Filed on Jun 09, 2017

Organization ProfileN/A
PO Box 5485San Antonio, TX 78201

(210) 349-3350

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

19th percentile

0.01x

Higher debt load relative to revenue than 19% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

22nd percentile

-11%

Higher net margin than 22% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

71st percentile

$105,093

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 16.4% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

30th percentile

-2.8%

Faster asset growth than 30% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

32nd percentile

-4.2%

Faster revenue growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$2,315,492

Down $66,809 (-2.8%) from 2015

Net Assets

Down

$2,310,974

Down $67,592 (-2.8%) from 2015

Liabilities

Up

$4,518

Up $783 (+21%) from 2015

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin22nd percentile

Revenue

Down

$641,250

Down $27,973 (-4.2%) from 2015

Expenses

Up

$708,842

Up $38,917 (+5.8%) from 2015

Net Income

Down

-$67,592

Down $66,890 (-9528%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,916,237Liabilities 2010: $13,927Net Assets 2010: $1,902,3102010Assets 2011: $2,111,411Liabilities 2011: $9,011Net Assets 2011: $2,102,4002011Assets 2012: $2,212,812Liabilities 2012: $14,990Net Assets 2012: $2,197,8222012Assets 2013: $2,324,561Liabilities 2013: $7,970Net Assets 2013: $2,316,5912013Assets 2014: $2,389,460Liabilities 2014: $10,192Net Assets 2014: $2,379,2682014Assets 2015: $2,382,301Liabilities 2015: $3,735Net Assets 2015: $2,378,5662015Assets 2016: $2,315,492Liabilities 2016: $4,518Net Assets 2016: $2,310,9742016Assets 2017: $2,342,550Liabilities 2017: $3,587Net Assets 2017: $2,338,9632017Assets 2018: $2,376,695Liabilities 2018: $13,866Net Assets 2018: $2,362,8292018Assets 2019: $2,254,806Liabilities 2019: $18,407Net Assets 2019: $2,236,3992019Assets 2020: $2,620,815Liabilities 2020: $12,440Net Assets 2020: $2,608,3752020Assets 2021: $2,730,582Liabilities 2021: $8,584Net Assets 2021: $2,721,9982021Assets 2022: $3,270,279Liabilities 2022: $5,366Net Assets 2022: $3,264,9132022Assets 2023: $3,732,690Liabilities 2023: $12,081Net Assets 2023: $3,720,6092023

Highlighted filing

2016

Assets$2,315,492
Liabilities$4,518
Net Assets$2,310,974
Open 2016 Filing

Operations Trend

Revenue Growth32nd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $564,7842010Revenue 2011: $748,190Expenses 2011: $548,100Net Income 2011: $200,0902011Revenue 2012: $677,003Expenses 2012: $581,581Net Income 2012: $95,4222012Revenue 2013: $721,710Expenses 2013: $602,941Net Income 2013: $118,7692013Revenue 2014: $707,775Expenses 2014: $645,098Net Income 2014: $62,6772014Revenue 2015: $669,223Expenses 2015: $669,925Net Income 2015: -$7022015Revenue 2016: $641,250Expenses 2016: $708,842Net Income 2016: -$67,5922016Revenue 2017: $843,215Expenses 2017: $815,226Net Income 2017: $27,9892017Revenue 2018: $902,544Expenses 2018: $878,678Net Income 2018: $23,8662018Revenue 2019: $868,219Expenses 2019: $994,649Net Income 2019: -$126,4302019Revenue 2020: $1,236,497Expenses 2020: $864,521Net Income 2020: $371,9762020Revenue 2021: $1,010,840Expenses 2021: $897,217Net Income 2021: $113,6232021Revenue 2022: $1,541,750Expenses 2022: $998,835Net Income 2022: $542,9152022Revenue 2023: $1,492,117Expenses 2023: $1,036,421Net Income 2023: $455,6962023

Highlighted filing

2016

Revenue$641,250
Expenses$708,842
Net Income-$67,592
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2015 to Jul 31, 2016
Signed
Jun 9, 2017
Return Version
2015v3.0
Gross Receipts
$644,692
Mission and Program Overview

Mission

To provide education to apprentices and journeymen who are members of the sheet metal workers local union no. 67.

To provide education to members of the sheet metal workers local union no 67.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,378,566$2,310,974▼ $67,592
Land, Buildings, and Equipment, Net$1,633,086$1,741,180▲ $108,094
Cash and Non-Interest-Bearing Accounts$668,791$493,621▼ $175,170
Savings and Temporary Cash Investments$80,424$80,691▲ $267
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,382,301$2,315,492▼ $66,809
Liabilities
Accounts Payable and Accrued Expenses$3,735$4,518▲ $783
Total Liabilities$3,735$4,518▲ $783
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,378,566$2,310,974▼ $67,592
Total Liabilities and Net Assets / Fund Balance$2,382,301$2,315,492▼ $66,809

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,136,697$493,312$1,630,009
Equipment$371,360$192,096$563,456
Land$233,123-$233,123
Other Land Buildings$0$20,229$20,229
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael KrammTraining CoordinatorFT$68,126$36,967$105,093
Doug JohnTraining CoordinatorFT$65,126$36,967$102,093

Board Members and Trustees

NameTitle
Jerry SteinbrecherAustin Chairman
Roger FordSan Antonio Chairman
Charlie HineyAustin Trustee
Gene HubnikAustin Trustee
Phil ParkerAustin Trustee
Wayne WalkerAustin Trustee
Freddie WalleckSan Antonio Trustee
Joe WoodSan Antonio Trustee
Larry ColemanSan Antonio Trustee
Tom PhillipsSan Antonio Trustee
Robert FritzAustin Secretary
Gilbert GarciaSan Antonio Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$15,199
Program Service Revenue
$627,039
Investment Income
$-2,350
Other Revenue
$1,362
All Other Contributions
$316
Change in Net Assets
$-67,592

Audited Revenue Reconciliation

Revenue per Audited Statements
$641,250
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$641,250
Total Revenue per Form 990
$641,250
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$405,428
Other Expenses$303,414
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$208,837--$208,837
Other Salaries and Wages$133,756--$133,756
Depreciation Depletion$92,577--$92,577
Occupancy$41,616--$41,616
Office Expenses$30,349--$30,349
Pension Plan Contributions$24,529--$24,529
Other Expenses$23,037--$23,037
Payroll Taxes$21,265--$21,265
Conferences and Meetings$18,596--$18,596
Travel$17,511--$17,511
Other Employee Benefits$17,041--$17,041
Insurance$16,579--$16,579
Fees for Services Accounting$12,855--$12,855
Information Technology$4,678--$4,678
Fees for Services Other$3,866--$3,866
Advertising$3,564--$3,564
Total Functional Expenses$708,842$0$0$708,842

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$708,842
Total Expenses per Audited Statements$708,842
Total Expenses per Form 990$708,842
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Cheyenne KrammFamily MemberWagesNo$29,946
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
Yes
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The trust is administered by a board of twelve (12) trustees, six (6) of whom shall be designated as union trustees and six (6) of whom shall be designated as employer trustees. The mca-smacna of san antonio shall designate three (3) of the employer trustees and the austin sheet metal association shall designate three (3) of the employer trustees. The union shall designate six (6) of the union trustees.”

Form 990, Part VI, Section A, Line 8B

“The trust does not have a committee authorized to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The organization contacts their outside public accounting firm for the preparation of the return based on data supplied by management. Once the return has been prepared, a draft is reviewed by the organization and any changes are incorporated into the filing. With the changes made to the filing, the return is then submitted to the trustees before filing.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policy is directed not only to directors and officers, but to all employees who can influence the actions of the jatc. It shall be the continuing responsibility of the board, officers, and management employees to scrutinize their transactions and outside business interests and relationships for potential conflicts and to immediately make such disclosures to the board chair, who shall bring the matter to the attention of the board. The board shall determine whether a conflict exists and in the case of an existing conflict, whether the contemplated transaction may be authorized as just, fair, and reasonable to jatc. Transactions with parties with whom a conflicting interest exists may be undertaken only if all of the following are observed: 1) the conflicting interest is fully disclosed; 2) the person with the conflict of interest is excluded from the discussion and approval of such transaction; 3) a competitive bid or comparable valuation exists; and 4) the board has determined that the transaction is in the best interest of the organization. The decision of the board on these matters will rest in their sole discretion, and their concern must be the welfare of jatc and the advancement of its purpose.”

Form 990, Part VI, Section B, Line 15

“The board of trustees approves compensation for all employees during the budgeting process. The board also verifies that compensation for union-represented employees complies with the collective bargaining agreement in effect.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers J&a Train Tr Fund
EIN
74-1605852
Phone
2103493350
Address
PO BOX 5485, SAN ANTONIO, TX 78201

Signing Officer

Name
Roger Ford
Title
San Antonio Chairman
Phone
2103493350
Signed
2017-06-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug John
Formed
1971
Legal Domicile
TX
Voting Board Members
12
Independent Board Members
12
Employees
22
Volunteers
12

Preparer

Firm
Cliftonlarsonallen Llp
Address
9901 IH-10 WEST SUITE 900, SAN ANTONIO, TX 78230
Preparer
Jennifer Siemer
Phone
2102987900
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“MODIFIED CASH”

FORM 990, PART XII, LINE 2C:

“The board of trustees oversees the audit. The board did not change either its oversight process or selection process during the tax year.”

Financial Statement Notes

PART X, LINE 2:

“The trust received an exemption letter from the internal revenue service (irs) stating that the trust is exempt from federal income tax under section 501(c)(3) of the internal revenue code. However, the trust is required to pay taxes on any unrelated business income. Management determined that it is not subject to unrelated business income tax and has not filed an exempt organization business income tax return (form 990-t) with the irs. The trust has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The trust would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1SAN ANTONIO TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt3SAN ANTONIO TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4SAN ANTONIO TRUSTEE
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IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt04678
IRS990/InformationTechnologyGrp/TotalAmt04678
IRS990/InsuranceGrp/ProgramServicesAmt016579
IRS990/InsuranceGrp/TotalAmt016579
IRS990/InvestmentIncomeGrp/ExclusionAmt01092
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01092
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0705637
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01633086
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01741180
IRS990/LandBldgEquipCostOrOtherBssAmt02446817
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt03442
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE EDUCATION TO APPRENTICES AND JOURNEYMEN WHO ARE MEMBERS OF THE SHEET METAL WORKERS LOCAL UNION NO. 67.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02378566
IRS990/NetAssetsOrFundBalancesEOYAmt02310974
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-3442
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3442
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt041616
IRS990/OccupancyGrp/TotalAmt041616
IRS990/OfficeExpensesGrp/ProgramServicesAmt030349
IRS990/OfficeExpensesGrp/TotalAmt030349
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt017041
IRS990/OtherEmployeeBenefitsGrp/TotalAmt017041
IRS990/OtherExpensesGrp/Desc0SCHOOL MATERIALS AND SU
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/ProgramServicesAmt038186
IRS990/OtherExpensesGrp/ProgramServicesAmt123037
IRS990/OtherExpensesGrp/TotalAmt038186
IRS990/OtherExpensesGrp/TotalAmt123037
IRS990/OtherRevenueMiscGrp/BusinessCd0611600
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01362
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01362
IRS990/OtherRevenueTotalAmt01362
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0133756
IRS990/OtherSalariesAndWagesGrp/TotalAmt0133756
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt021265
IRS990/PayrollTaxesGrp/TotalAmt021265
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt024529
IRS990/PensionPlanContributionsGrp/TotalAmt024529
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DOUG JOHN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTOR ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0627039
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0627039
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt050539
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-368
IRS990/PYOtherExpensesAmt0270130
IRS990/PYOtherRevenueAmt03956
IRS990/PYProgramServiceRevenueAmt0615096
IRS990/PYRevenuesLessExpensesAmt0-702
IRS990/PYSalariesCompEmpBnftPaidAmt0399795
IRS990/PYTotalExpensesAmt0669925
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0669223
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-67592
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0624959
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02378566
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02310974
IRS990/SavingsAndTempCashInvstGrp/BOYAmt080424
IRS990/SavingsAndTempCashInvstGrp/EOYAmt080691
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt01136697
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0493312
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01630009
IRS990ScheduleD/EquipmentGrp/BookValueAmt0371360
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0192096
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0563456
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0708842
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0233123
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0233123
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt020229
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt020229
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0641250
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) STATING THAT THE TRUST IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE TRUST IS REQUIRED TO PAY TAXES ON ANY UNRELATED BUSINESS INCOME. MANAGEMENT DETERMINED THAT IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. THE TRUST HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE TRUST WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01741180
IRS990ScheduleD/TotalExpensesPerForm990Amt0708842
IRS990ScheduleD/TotalRevenuePerForm990Amt0641250
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0641250
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0708842
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0LOCAL NEWSPAPER & OTHER MAILINGS
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1THE TRUST OPERATES AS AN APPRENTICESHIP TRAINING PROGRAM AS DEFINED BY CHAPTER 133 OF THE TEXAS EDUCATION CODE. THE PROGRAM IS REGISTERED WITH THE BUREAU OF APPRENTICESHIP TRAINING OF THE U.S. DEPARTMENT OF LABOR AND APPROVED BY THE TEXAS WORKFORCE COMMISSION. THE PROGRAM IS UNDER THE DIRECTION OF AN APPRENTICESHIP COMMITTEE WHOSE MEMBERS ARE APPOINTED BY ONE OR MORE EMPLOYERS OF APPRENTICES. THE TEXAS WORKFORCE COMMISSION ALLOCATES STATE FUNDS FOR THE SUPPORT OF THE PROGRAM THROUGH THE LOCAL EDUCATION AGENCY (LEA), CURRENTLY NORTHSIDE INDEPENDENT SCHOOL DISTRICT. THE AMOUNT AWARDED TO THE PROGRAM IS BASED ON THE NUMBER OF STUDENTS ENROLLED IN CREDITED HOURS. THE AWARD IS COMPRISED OF TWO COMPONENTS: 1) DIRECT PAYMENT OF CLASSROOM MATERIALS AND SUPPLIES AND INSTRUCTOR SALARIES AND 2) FACILITY COST REIMBURSEMENTS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0CHEYENNE KRAMM
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FAMILY MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt029946
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0WAGES
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0CHEYENNE KRAMM IS THE DAUGHTER OF THE AUSTIN TRAINING COORDINATOR AND SERVES AS A FULL-TIME SECRETARY. THE TRUSTEES APPROVE HER HOURLY RATE.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART IV:
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST IS ADMINISTERED BY A BOARD OF TWELVE (12) TRUSTEES, SIX (6) OF WHOM SHALL BE DESIGNATED AS UNION TRUSTEES AND SIX (6) OF WHOM SHALL BE DESIGNATED AS EMPLOYER TRUSTEES. THE MCA-SMACNA OF SAN ANTONIO SHALL DESIGNATE THREE (3) OF THE EMPLOYER TRUSTEES AND THE AUSTIN SHEET METAL ASSOCIATION SHALL DESIGNATE THREE (3) OF THE EMPLOYER TRUSTEES. THE UNION SHALL DESIGNATE SIX (6) OF THE UNION TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUST DOES NOT HAVE A COMMITTEE AUTHORIZED TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION CONTACTS THEIR OUTSIDE PUBLIC ACCOUNTING FIRM FOR THE PREPARATION OF THE RETURN BASED ON DATA SUPPLIED BY MANAGEMENT. ONCE THE RETURN HAS BEEN PREPARED, A DRAFT IS REVIEWED BY THE ORGANIZATION AND ANY CHANGES ARE INCORPORATED INTO THE FILING. WITH THE CHANGES MADE TO THE FILING, THE RETURN IS THEN SUBMITTED TO THE TRUSTEES BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE CONFLICT OF INTEREST POLICY IS DIRECTED NOT ONLY TO DIRECTORS AND OFFICERS, BUT TO ALL EMPLOYEES WHO CAN INFLUENCE THE ACTIONS OF THE JATC. IT SHALL BE THE CONTINUING RESPONSIBILITY OF THE BOARD, OFFICERS, AND MANAGEMENT EMPLOYEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES TO THE BOARD CHAIR, WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD. THE BOARD SHALL DETERMINE WHETHER A CONFLICT EXISTS AND IN THE CASE OF AN EXISTING CONFLICT, WHETHER THE CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO JATC. TRANSACTIONS WITH PARTIES WITH WHOM A CONFLICTING INTEREST EXISTS MAY BE UNDERTAKEN ONLY IF ALL OF THE FOLLOWING ARE OBSERVED: 1) THE CONFLICTING INTEREST IS FULLY DISCLOSED; 2) THE PERSON WITH THE CONFLICT OF INTEREST IS EXCLUDED FROM THE DISCUSSION AND APPROVAL OF SUCH TRANSACTION; 3) A COMPETITIVE BID OR COMPARABLE VALUATION EXISTS; AND 4) THE BOARD HAS DETERMINED THAT THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. THE DECISION OF THE BOARD ON THESE MATTERS WILL REST IN THEIR SOLE DISCRETION, AND THEIR CONCERN MUST BE THE WELFARE OF JATC AND THE ADVANCEMENT OF ITS PURPOSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES APPROVES COMPENSATION FOR ALL EMPLOYEES DURING THE BUDGETING PROCESS. THE BOARD ALSO VERIFIES THAT COMPENSATION FOR UNION-REPRESENTED EMPLOYEES COMPLIES WITH THE COLLECTIVE BARGAINING AGREEMENT IN EFFECT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MODIFIED CASH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BOARD OF TRUSTEES OVERSEES THE AUDIT. THE BOARD DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02382301
IRS990/TotalAssetsEOYAmt02315492
IRS990/TotalAssetsGrp/BOYAmt02382301
IRS990/TotalAssetsGrp/EOYAmt02315492
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt015199
IRS990/TotalEmployeeCnt022
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,315,492
Liabilities
$4,518
Net assets
$2,310,974
Revenue
$641,250
Expenses
$708,842
Net income
-$67,592
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.73$0.01$3.72$1.49$1.04$0.46
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.27$0.01$3.26$1.54$1.00$0.54
2021Summary only. Only limited summary data is available for this year.$2.73$0.01$2.72$1.01$0.90$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.01$2.61$1.24$0.86$0.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.02$2.24$0.87$0.99$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.38$0.01$2.36$0.90$0.88$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$0.00$2.34$0.84$0.82$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.31$0.64$0.71$0.07
2015Summary only. Only limited summary data is available for this year.$2.38$0.00$2.38$0.67$0.67$0.00
2014Summary only. Only limited summary data is available for this year.$2.39$0.01$2.38$0.71$0.65$0.06
2013Summary only. Only limited summary data is available for this year.$2.32$0.01$2.32$0.72$0.60$0.12
2012Summary only. Only limited summary data is available for this year.$2.21$0.01$2.20$0.68$0.58$0.10
2011Summary only. Only limited summary data is available for this year.$2.11$0.01$2.10$0.75$0.55$0.20
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.01$1.90$0.56
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits