Civic Intelligence

Owensboro Electrical Joint Apprship

EIN 91-1777482 • 501(c)5 • Owensboro, KY

Profile

To select and train apprentices.

2911 West Parrish AvenueOwensboro, KY 42301

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

95th percentile

0.38x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

97th percentile

0.97x

Higher debt load relative to revenue than 97% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Net Margin

75th percentile

19%

Higher net margin than 75% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)5 • $500k-$1M nonprofits • Source year 2024

Asset Growth

61st percentile

6.7%

Faster asset growth than 61% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

23%

Faster revenue growth than 85% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$978,494

Up $61,534 (+6.7%) from 2023

Liabilities

Down

$368,429

Down $12,583 (-3.3%) from 2023

Net Assets

Up

$610,065

Up $74,117 (+14%) from 2023

Revenue

Up

$381,466

Up $70,361 (+23%) from 2023

Expenses

Up

$307,349

Up $26,063 (+9.3%) from 2023

Net Income

Up

$74,117

Up $44,298 (+149%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $130,935Liabilities 2011: $0Net Assets 2011: $130,9352011Assets 2012: $315,079Liabilities 2012: $0Net Assets 2012: $315,0792012Assets 2013: $509,301Liabilities 2013: $0Net Assets 2013: $509,3012013Assets 2014: $452,004Liabilities 2014: $0Net Assets 2014: $452,0042014Assets 2015: $579,235Liabilities 2015: $0Net Assets 2015: $579,2352015Assets 2016: $622,862Liabilities 2016: $0Net Assets 2016: $622,8622016Assets 2017: $616,223Liabilities 2017: $0Net Assets 2017: $616,2232017Assets 2018: $583,901Liabilities 2018: $0Net Assets 2018: $583,9012018Assets 2019: $590,895Liabilities 2019: $0Net Assets 2019: $590,8952019Assets 2020: $947,081Liabilities 2020: $411,265Net Assets 2020: $535,8162020Assets 2021: $897,453Liabilities 2021: $401,313Net Assets 2021: $496,1402021Assets 2022: $897,054Liabilities 2022: $390,925Net Assets 2022: $506,1292022Assets 2023: $916,960Liabilities 2023: $381,012Net Assets 2023: $535,9482023Assets 2024: $978,494Liabilities 2024: $368,429Net Assets 2024: $610,0652024

Highlighted filing

2024

Assets$978,494
Liabilities$368,429
Net Assets$610,065

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $161,102Expenses 2011: $131,959Net Income 2011: $29,1432011Expenses 2012: $140,3702012Revenue 2013: $353,618Expenses 2013: $159,396Net Income 2013: $194,2222013Revenue 2014: $252,699Expenses 2014: $309,996Net Income 2014: -$57,2972014Revenue 2015: $356,685Expenses 2015: $229,454Net Income 2015: $127,2312015Revenue 2016: $323,245Expenses 2016: $279,618Net Income 2016: $43,6272016Revenue 2017: $275,871Expenses 2017: $282,510Net Income 2017: -$6,6392017Revenue 2018: $256,186Expenses 2018: $288,508Net Income 2018: -$32,3222018Revenue 2019: $203,112Expenses 2019: $196,118Net Income 2019: $6,9942019Revenue 2020: $190,582Expenses 2020: $245,661Net Income 2020: -$55,0792020Revenue 2021: $175,871Expenses 2021: $215,547Net Income 2021: -$39,6762021Revenue 2022: $215,685Expenses 2022: $205,696Net Income 2022: $9,9892022Revenue 2023: $311,105Expenses 2023: $281,286Net Income 2023: $29,8192023Revenue 2024: $381,466Expenses 2024: $307,349Net Income 2024: $74,1172024

Highlighted filing

2024

Revenue$381,466
Expenses$307,349
Net Income$74,117

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.78$3.68$6.10$3.81$3.07$0.74
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.17$3.81$5.36$3.11$2.81$0.30
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.97$3.91$5.06$2.16$2.06$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.97$4.01$4.96$1.76$2.16$0.40
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.47$4.11$5.36$1.91$2.46$0.55
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.91$0.00$5.91$2.03$1.96$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.84$0.00$5.84$2.56$2.89$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.16$0.00$6.16$2.76$2.83$0.07
2016Detailed filing. Detailed filing data is available for this year.$6.23$0.00$6.23$3.23$2.80$0.44
2015Detailed filing. Detailed filing data is available for this year.$5.79$0.00$5.79$3.57$2.29$1.27
2014Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$2.53$3.10$0.57
2013Summary only. Only limited summary data is available for this year.$5.09$0.00$5.09$3.54$1.59$1.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.00$3.15$1.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.31$0.00$1.31$1.61$1.32$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 6, 2025
Return Version
2023v6.0
Gross Receipts
$381,466
Mission and Program Overview

Mission

To select and train apprentices.

The owensboro electrical joint apprenticeship & training committee trust fund was established for the purpose of educating and training apprentices in order to provide exceptional electrical workers into the workforce for the area's employers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$584,419$674,782▲ $90,363
Cash and Non-Interest-Bearing Accounts$332,541$303,712▼ $28,829
Total Assets$916,960$978,494▲ $61,534
Liabilities
Mortgage Notes Payable Secured by Investment Property$381,012$368,429▼ $12,583
Total Liabilities$381,012$368,429▼ $12,583
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$535,948$610,065▲ $74,117
Total Net Assets Fund Balance$535,948$610,065▲ $74,117
Total Liabilities and Net Assets / Fund Balance$916,960$978,494▲ $61,534

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$600,682$73,422$674,104
Land$74,100-$74,100
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kurtis FrederickChairman
Andy DanielTrustee
Artie ChandlerTrustee
Jonathan NugentTrustee
Robin CorneliusTrustee
Roger DanielTrustee
Jason SharpContact Person
Revenue and Support

Revenue Composition

Contributions and Grants
$362,152
Program Service Revenue
$0
Investment Income
$4,295
Other Revenue
$15,019
Change in Net Assets
$74,117

Audited Revenue Reconciliation

Revenue per Audited Statements
$381,466
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$381,466
Total Revenue per Form 990
$381,466
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$252,159
Salaries, Compensation, and Employee Benefits$55,190
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$42,775$10,694-$53,469
Fees for Services Accounting-$21,820-$21,820
Depreciation Depletion---$15,955
Other Expenses$12,203$3,155-$15,358
Interest$7,449$7,448-$14,897
Occupancy$8,179$2,726-$10,905
All Other Expenses$9,501--$9,501
Office Expenses-$8,946-$8,946
Insurance$4,900--$4,900
Payroll Taxes$1,377$344-$1,721
Conferences and Meetings$215--$215
Total Functional Expenses$230,585$60,809$0$307,349

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$410,295
Total Expenses per Audited Statements$410,295
Total Expenses per Form 990$307,349
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-102,946
Other Expense Adjustments$-102,946
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
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

This organization has union members

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

A copy of the 990 is provided to the board of directors and it is reviewed at a board meeting before it is filed.

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

The information such as the governing documents, conflict of interest policy and the financial statements are made available upon request.

Form 990, Part VI, Section C, Line 19

The information such as the governing documents, conflict of interest policy and the financial statements are made available upon request.

Filing and Contact Details

Filer

Filer Name
Owensboro Electrical Joint Apprship
EIN
91-1777482
Phone
2706843058
Address
2911 WEST PARRISH AVENUE, OWENSBORO, KY 42301

Signing Officer

Name
Jason Sharp
Title
Contact Person
Phone
2706843058
Signed
2025-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jason Sharp
Formed
1983
Legal Domicile
Ky
Voting Board Members
6
Independent Board Members
6
Employees
1
Volunteers
0

Preparer

Firm
ALEXANDER & COMPANY CPA'S PSC
Address
2707 BRECKENRIDGE ST SUITE 1, OWENSBORO, KY 42303
Preparer
Justin Mckinley CPA
Phone
2706843237
Supplemental Narrative

Financial Statement Notes

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Cash basis audit, items reported as expenses on audit, balance sheet 990 -118,901. Depreciaiton expnese 15,955.

Raw XML Appendix356 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
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IRS990/AllOtherExpensesGrp/ProgramServicesAmt09501
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/PersonNm2KURTIS FREDERICK
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IRS990/Form990PartVIISectionAGrp/PersonNm4ANDY DANIEL
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IRS990/Form990PartVIISectionAGrp/TitleTxt1CONTACT PERSON
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
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IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0600682
IRS990ScheduleD/BuildingsGrp/DepreciationAmt073422
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0674104
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0-102946
IRS990ScheduleD/ExpensesSubtotalAmt0410295
IRS990ScheduleD/LandGrp/BookValueAmt074100
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt074100
IRS990ScheduleD/OtherExpensesNotIncludedAmt0-102946
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0381466
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CASH BASIS AUDIT, ITEMS REPORTED AS EXPENSES ON AUDIT, BALANCE SHEET 990 -118,901. DEPRECIAITON EXPNESE 15,955.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0674782
IRS990ScheduleD/TotalExpensesPerForm990Amt0307349
IRS990ScheduleD/TotalRevenuePerForm990Amt0381466
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0381466
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0410295
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS ORGANIZATION HAS UNION MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS AND IT IS REVIEWED AT A BOARD MEETING BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE INFORMATION SUCH AS THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE INFORMATION SUCH AS THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0916960
IRS990/TotalAssetsEOYAmt0978494
IRS990/TotalAssetsGrp/BOYAmt0916960
IRS990/TotalAssetsGrp/EOYAmt0978494
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0362152
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt060809
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0230585
IRS990/TotalFunctionalExpensesGrp/TotalAmt0307349
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0381012
IRS990/TotalLiabilitiesEOYAmt0368429
IRS990/TotalLiabilitiesGrp/BOYAmt0381012
IRS990/TotalLiabilitiesGrp/EOYAmt0368429
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0535948
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0610065
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0230585
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt04295
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt015019
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0381466
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0916960
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0978494
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02911 W PARRISH AVE
IRS990/USAddress/CityNm0OWENSBORO
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd042301
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASON SHARP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CONTACT PERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum02706843058
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OWENSBORO ELECTRICAL JOINT APPRSHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0& TRAINING COMMITTEE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0OWEN
ReturnHeader/Filer/EIN0911777482
ReturnHeader/Filer/PhoneNum02706843058
ReturnHeader/Filer/USAddress/AddressLine1Txt02911 WEST PARRISH AVENUE
ReturnHeader/Filer/USAddress/CityNm0OWENSBORO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042301
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611120064
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALEXANDER & COMPANY CPA'S PSC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02707 BRECKENRIDGE ST SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OWENSBORO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd042303
ReturnHeader/PreparerPersonGrp/PhoneNum02706843237
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN MCKINLEY CPA
ReturnHeader/ReturnTs02025-11-06T11:20:25-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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