Civic Intelligence

Dallas-Fort Worth Sheet Metal Joint Apprentice & Training Committee

990 • Fiscal year 2023 • EIN 75-1610145

Sep 01, 2022 to Aug 31, 2023 • Filed on Jul 12, 2024

Organization ProfileLOCALUNION68.COM/TRAINING
1020 S Industrial BlvdEuless, TX 76040

(817) 267-3379

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.03x

Higher debt load relative to assets than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

69th percentile

0.01x

Higher debt load relative to revenue than 69% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

61st percentile

9.8%

Higher net margin than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

99th percentile

$155,270

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 34.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

79th percentile

32%

Faster asset growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

63rd percentile

17%

Faster revenue growth than 63% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$217,757

Up $52,295 (+32%) from 2022

Net Assets

Up

$211,694

Up $48,501 (+30%) from 2022

Liabilities

Up

$6,063

Up $3,794 (+167%) from 2022

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin61st percentile

Revenue

Up

$456,641

Up $65,335 (+17%) from 2022

Expenses

Up

$411,844

Up $16,902 (+4.3%) from 2022

Net Income

Up

$44,797

Up $48,433 (+1332%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$600K$400K$200K$0Assets 2011: $361,496Liabilities 2011: $1,295Net Assets 2011: $360,2012011Assets 2012: $399,900Liabilities 2012: $2,437Net Assets 2012: $397,4632012Assets 2013: $451,798Liabilities 2013: $1,773Net Assets 2013: $450,0252013Assets 2014: $427,742Liabilities 2014: $3,174Net Assets 2014: $424,5682014Assets 2015: $388,940Liabilities 2015: $1,909Net Assets 2015: $387,0312015Assets 2016: $362,181Liabilities 2016: $1,925Net Assets 2016: $360,2562016Assets 2017: $301,929Liabilities 2017: $2,296Net Assets 2017: $299,6332017Assets 2018: $323,348Liabilities 2018: $2,073Net Assets 2018: $321,2752018Assets 2019: $347,248Liabilities 2019: $2,130Net Assets 2019: $345,1182019Assets 2020: $317,604Liabilities 2020: $338Net Assets 2020: $317,2662020Assets 2021: $170,146Liabilities 2021: $3,317Net Assets 2021: $166,8292021Assets 2022: $165,462Liabilities 2022: $2,269Net Assets 2022: $163,1932022Assets 2023: $217,757Liabilities 2023: $6,063Net Assets 2023: $211,6942023Assets 2024: $232,337Liabilities 2024: $25,592Net Assets 2024: $206,7452024Assets 2025: $391,508Liabilities 2025: $23,859Net Assets 2025: $367,6492025

Highlighted filing

2023

Assets$217,757
Liabilities$6,063
Net Assets$211,694
Open 2023 Filing

Operations Trend

Revenue Growth63rd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $241,588Expenses 2011: $227,533Net Income 2011: $14,0552011Revenue 2012: $270,200Expenses 2012: $232,938Net Income 2012: $37,2622012Revenue 2013: $337,590Expenses 2013: $396,518Net Income 2013: -$58,9282013Revenue 2014: $323,341Expenses 2014: $542,310Net Income 2014: -$218,9692014Revenue 2015: $319,475Expenses 2015: $403,467Net Income 2015: -$83,9922015Revenue 2016: $282,443Expenses 2016: $309,218Net Income 2016: -$26,7752016Revenue 2017: $274,495Expenses 2017: $335,118Net Income 2017: -$60,6232017Revenue 2018: $353,181Expenses 2018: $331,539Net Income 2018: $21,6422018Revenue 2019: $398,049Expenses 2019: $374,206Net Income 2019: $23,8432019Revenue 2020: $329,587Expenses 2020: $357,439Net Income 2020: -$27,8522020Revenue 2021: $268,002Expenses 2021: $418,439Net Income 2021: -$150,4372021Revenue 2022: $391,306Expenses 2022: $394,942Net Income 2022: -$3,6362022Revenue 2023: $456,641Expenses 2023: $411,844Net Income 2023: $44,7972023Revenue 2024: $536,697Expenses 2024: $541,646Net Income 2024: -$4,9492024Revenue 2025: $684,976Expenses 2025: $688,138Net Income 2025: -$3,1622025

Highlighted filing

2023

Revenue$456,641
Expenses$411,844
Net Income$44,797
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Jul 12, 2024
Return Version
2022v5.0
Gross Receipts
$456,641
Mission and Program Overview

Mission

Provide and support the education and training of members in the sheet metal industry.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$163,193$211,694▲ $48,501
Cash and Non-Interest-Bearing Accounts$47,105$112,058▲ $64,953
Land, Buildings, and Equipment, Net$102,706$90,039▼ $12,667
Savings and Temporary Cash Investments$15,401$15,410▲ $9
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$165,462$217,757▲ $52,295
Other Assets Total$250$250→ $0
Liabilities
Accounts Payable and Accrued Expenses$2,269$6,063▲ $3,794
Total Liabilities$2,269$6,063▲ $3,794
Net Assets / Fund Balance
Total Net Assets Fund Balance$163,193$211,694▲ $48,501
Total Liabilities and Net Assets / Fund Balance$165,462$217,757▲ $52,295

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$86,884$165,799$252,683
Equipment$3,155$211,929$215,084
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jay HuckabeeTrustee & CoordinatorFT$100,274$54,996$155,270
Calvin JenningsTrusteePT$10,064-$10,064
Tanner ChesterTrustee-$5,044-$5,044

Board Members and Trustees

NameTitle
Charles FisherTrustee
Kevin RichisonTrustee
Rod PettesTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$62,313
Program Service Revenue
$390,630
Investment Income
$12
Other Revenue
$3,686
All Other Contributions
$3,500
Change in Net Assets
$44,797

Audited Revenue Reconciliation

Revenue per Audited Statements
$456,641
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$456,641
Total Revenue per Form 990
$456,641
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$255,756
Other Expenses$156,088
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$128,586--$128,586
Other Salaries and Wages$45,228$19,217-$64,445
Other Expenses$57,940--$57,940
Occupancy$42,288--$42,288
Pension Plan Contributions$30,376--$30,376
Payroll Taxes$19,837$1,592-$21,429
Depreciation Depletion$16,659--$16,659
Office Expenses-$14,827-$14,827
Other Employee Benefits$10,920--$10,920
Travel$7,879--$7,879
Conferences and Meetings$5,795--$5,795
Fees for Services Accounting-$4,786-$4,786
Insurance-$3,396-$3,396
All Other Expenses-$2,518-$2,518
Total Functional Expenses$365,508$46,336$0$411,844

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$411,844
Total Expenses per Audited Statements$411,844
Total Expenses per Form 990$411,844
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is provided to the trustees prior to filing.”

Form 990, Part VI, Section C, Line 18

“The form 990 is made available for inspection upon request.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, policies, and financial statements available upon request.”

Filing and Contact Details

Filer

Filer Name
Dallas-fort Worth Sheet Metal Joint
EIN
75-1610145
Phone
8172673379
Address
1020 S INDUSTRIAL BLVD, EULESS, TX 76040

Signing Officer

Name
Jay Huckabee
Title
Trustee & Coordinator
Phone
8172673379
Signed
2024-07-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Calvin Jennings
Formed
1908
Legal Domicile
TX
Voting Board Members
6
Independent Board Members
3
Employees
3
Volunteers
0

Preparer

Firm
Royle Vazquez Llp
Address
PO BOX 1143, BROOMFIELD, CO 80038
Preparer
Nolan Royle CPA
Phone
7203296845
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 1:

“The accounting method used to prepare the form 990 for the 8/31/2022 year end was the tax basis of accounting. The accounting method used to prepare the form 990 for the 8/31/2023 year end is the modified cash basis of accounting.”

FORM 990, PART XII, LINE 2C:

“The board of trustees is responsible for the oversight of the audit of the financial statements. There have been no changes compared to the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The plan is exempt from federal income taxes under section 501(c)(3) of the internal revenue code. The trustees believe the plan, including amendments subsequent to the irs determination, is currently designed and operated in compliance with the requirements of the internal revenue code. Therefore, they believe that the plan was tax exempt as of the financial statement date. Accounting principles generally accepted in the united states of america require the plan to evaluate tax positions taken by the plan and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 406 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02269
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt06063
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE AND SUPPORT THE EDUCATION AND TRAINING OF MEMBERS IN THE SHEET METAL INDUSTRY.
IRS990/AllOtherContributionsAmt03500
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02518
IRS990/AllOtherExpensesGrp/TotalAmt02518
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BOARD OF TRUSTEES
IRS990/BooksInCareOfDetail/PhoneNum08172673379
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01020 S INDUSTRIAL BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0EULESS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd076040
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt047105
IRS990/CashNonInterestBearingGrp/EOYAmt0112058
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0128586
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0128586
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt05795
IRS990/ConferencesMeetingsGrp/TotalAmt05795
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt062313
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt012
IRS990/CYOtherExpensesAmt0156088
IRS990/CYOtherRevenueAmt03686
IRS990/CYProgramServiceRevenueAmt0390630
IRS990/CYRevenuesLessExpensesAmt044797
IRS990/CYSalariesCompEmpBnftPaidAmt0255756
IRS990/CYTotalExpensesAmt0411844
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0456641
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt016659
IRS990/DepreciationDepletionGrp/TotalAmt016659
IRS990/Desc0PROVIDE AND SUPPORT THE EDUCATION AND TRAINING OF MEMBERS IN THE SHEET METAL INDUSTRY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0365508
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04786
IRS990/FeesForServicesAccountingGrp/TotalAmt04786
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt16.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt345.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt341296
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0ROD PETTES
IRS990/Form990PartVIISectionAGrp/PersonNm1CALVIN JENNINGS
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm3JAY HUCKABEE
IRS990/Form990PartVIISectionAGrp/PersonNm4KEVIN RICHISON
IRS990/Form990PartVIISectionAGrp/PersonNm5TANNER CHESTER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110064
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3113974
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt55044
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE & COORDINATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01908
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt055813
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0456641
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03396
IRS990/InsuranceGrp/TotalAmt03396
IRS990/InvestmentIncomeGrp/ExclusionAmt012
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt012
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0377728
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0102706
IRS990/LandBldgEquipBasisNetGrp/EOYAmt090039
IRS990/LandBldgEquipCostOrOtherBssAmt0467767
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt03686
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt03686
IRS990/MissionDesc0PROVIDE AND SUPPORT THE EDUCATION AND TRAINING OF MEMBERS IN THE SHEET METAL INDUSTRY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0163193
IRS990/NetAssetsOrFundBalancesEOYAmt0211694
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt042288
IRS990/OccupancyGrp/TotalAmt042288
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014827
IRS990/OfficeExpensesGrp/TotalAmt014827
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0250
IRS990/OtherAssetsTotalGrp/EOYAmt0250
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt010920
IRS990/OtherEmployeeBenefitsGrp/TotalAmt010920
IRS990/OtherExpensesGrp/Desc0TRAINING EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt057940
IRS990/OtherExpensesGrp/TotalAmt057940
IRS990/OtherRevenueTotalAmt03686
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt019217
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt045228
IRS990/OtherSalariesAndWagesGrp/TotalAmt064445
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01592
IRS990/PayrollTaxesGrp/ProgramServicesAmt019837
IRS990/PayrollTaxesGrp/TotalAmt021429
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt030376
IRS990/PensionPlanContributionsGrp/TotalAmt030376
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CALVIN JENNINGS
IRS990/PriorPeriodAdjustmentsAmt03704
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0390630
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0390630
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01
IRS990/PYOtherExpensesAmt0222518
IRS990/PYOtherRevenueAmt033281
IRS990/PYProgramServiceRevenueAmt0357024
IRS990/PYRevenuesLessExpensesAmt0-3636
IRS990/PYSalariesCompEmpBnftPaidAmt0172424
IRS990/PYTotalExpensesAmt0394942
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0391306
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt044797
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt03000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0394316
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0163193
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0211694
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015401
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015410
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/EquipmentGrp/BookValueAmt03155
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0211929
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0215084
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0411844
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt086884
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0165799
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0252683
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0456641
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE TRUSTEES BELIEVE THE PLAN, INCLUDING AMENDMENTS SUBSEQUENT TO THE IRS DETERMINATION, IS CURRENTLY DESIGNED AND OPERATED IN COMPLIANCE WITH THE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, THEY BELIEVE THAT THE PLAN WAS TAX EXEMPT AS OF THE FINANCIAL STATEMENT DATE. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN 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/TotalBookValueLandBuildingsAmt090039
IRS990ScheduleD/TotalExpensesPerForm990Amt0411844
IRS990ScheduleD/TotalRevenuePerForm990Amt0456641
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0456641
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0411844
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/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NONDISCRIMINATORY POLICIES ARE REFERENCED DURING ALL SOLICITATION ACTIVITIES.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0100274
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt030376
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt010920
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt013700
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JAY HUCKABEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE & COORDINATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0155270
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS MADE AVAILABLE FOR INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ACCOUNTING METHOD USED TO PREPARE THE FORM 990 FOR THE 8/31/2022 YEAR END WAS THE TAX BASIS OF ACCOUNTING. THE ACCOUNTING METHOD USED TO PREPARE THE FORM 990 FOR THE 8/31/2023 YEAR END IS THE MODIFIED CASH BASIS OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. THERE HAVE BEEN NO CHANGES COMPARED TO THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0165462
IRS990/TotalAssetsEOYAmt0217757
IRS990/TotalAssetsGrp/BOYAmt0165462
IRS990/TotalAssetsGrp/EOYAmt0217757
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt062313
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt046336
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0365508
IRS990/TotalFunctionalExpensesGrp/TotalAmt0411844
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02269
IRS990/TotalLiabilitiesEOYAmt06063
IRS990/TotalLiabilitiesGrp/BOYAmt02269
IRS990/TotalLiabilitiesGrp/EOYAmt06063
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0163193
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0211694
IRS990/TotalOtherCompensationAmt041296
IRS990/TotalProgramServiceExpensesAmt0365508
IRS990/TotalProgramServiceRevenueAmt0390630
IRS990/TotalReportableCompFromOrgAmt0129082
IRS990/TotalRevenueGrp/ExclusionAmt012
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0394316
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0456641
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0165462
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0217757
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt07879
IRS990/TravelGrp/TotalAmt07879
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01020 S INDUSTRIAL BLVD
IRS990/USAddress/CityNm0EULESS
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd076040
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0LOCALUNION68.COM/TRAINING
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAY HUCKABEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE & COORDINATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08172673379
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DALLAS-FORT WORTH SHEET METAL JOINT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0APPRENTICE & TRAINING COMMITTEE
ReturnHeader/Filer/BusinessNameControlTxt0DALL
ReturnHeader/Filer/EIN0751610145
ReturnHeader/Filer/PhoneNum08172673379
ReturnHeader/Filer/USAddress/AddressLine1Txt01020 S INDUSTRIAL BLVD
ReturnHeader/Filer/USAddress/CityNm0EULESS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076040
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0921092242
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROYLE VAZQUEZ LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1143
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOMFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080038
ReturnHeader/PreparerPersonGrp/PhoneNum07203296845
ReturnHeader/PreparerPersonGrp/PreparationDt02024-07-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NOLAN ROYLE CPA
ReturnHeader/ReturnTs02024-07-15T10:34:13-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$217,757
Liabilities
$6,063
Net assets
$211,694
Revenue
$456,641
Expenses
$411,844
Net income
$44,797
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.92$0.24$3.68$6.85$6.88$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.26$2.07$5.37$5.42$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.18$0.06$2.12$4.57$4.12$0.45
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.02$1.63$3.91$3.95$0.04
2021Detailed filing. Detailed filing data is available for this year.$1.70$0.03$1.67$2.68$4.18$1.50
2020Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.17$3.30$3.57$0.28
2019Detailed filing. Detailed filing data is available for this year.$3.47$0.02$3.45$3.98$3.74$0.24
2018Detailed filing. Detailed filing data is available for this year.$3.23$0.02$3.21$3.53$3.32$0.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.02$0.02$3.00$2.74$3.35$0.61
2016Detailed filing. Detailed filing data is available for this year.$3.62$0.02$3.60$2.82$3.09$0.27
2015Summary only. Only limited summary data is available for this year.$3.89$0.02$3.87$3.19$4.03$0.84
2014Summary only. Only limited summary data is available for this year.$4.28$0.03$4.25$3.23$5.42$2.19
2013Summary only. Only limited summary data is available for this year.$4.52$0.02$4.50$3.38$3.97$0.59
2012Summary only. Only limited summary data is available for this year.$4.00$0.02$3.97$2.70$2.33$0.37
2011Summary only. Only limited summary data is available for this year.$3.61$0.01$3.60$2.42$2.28$0.14