Civic Intelligence

Sheet Metal Workers Union Joint Apprenticeship & Training Committee

990 • Fiscal year 2021 • EIN 92-0041203

Jul 01, 2020 to Jun 30, 2021 • Filed on May 12, 2022

1307 E 75th Ave Suite 4Anchorage, AK 99518

(907) 277-5367

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.04x

Higher debt load relative to assets than 42% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

63rd percentile

0.18x

Higher debt load relative to revenue than 63% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

16th percentile

-9.5%

Higher net margin than 16% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

80th percentile

$128,395

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 29.2% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

31st percentile

1.4%

Faster asset growth than 31% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

19th percentile

-12%

Faster revenue growth than 19% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$2,171,204

Up $29,075 (+1.4%) from 2020

Net Assets

Down

$2,090,463

Down $41,883 (-2.0%) from 2020

Liabilities

Up

$80,741

Up $70,958 (+725%) from 2020

Revenue

Down

$439,292

Down $59,720 (-12%) from 2020

Expenses

Down

$481,175

Down $17,251 (-3.5%) from 2020

Net Income

Down

-$41,883

Down $42,469 (-7247%) from 2020

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,094,633Liabilities 2010: $51,447Net Assets 2010: $1,043,1862010Assets 2011: $1,189,719Liabilities 2011: $45,263Net Assets 2011: $1,144,4562011Assets 2012: $1,230,302Liabilities 2012: $42,509Net Assets 2012: $1,187,7932012Assets 2013: $1,187,622Liabilities 2013: $17,837Net Assets 2013: $1,169,7852013Assets 2014: $1,230,224Liabilities 2014: $6,002Net Assets 2014: $1,224,2222014Assets 2015: $1,364,600Liabilities 2015: $7,924Net Assets 2015: $1,356,6762015Assets 2016: $2,182,502Liabilities 2016: $8,418Net Assets 2016: $2,174,0842016Assets 2017: $2,002,723Liabilities 2017: $28,768Net Assets 2017: $1,973,9552017Assets 2018: $2,032,443Liabilities 2018: $19,228Net Assets 2018: $2,013,2152018Assets 2019: $2,146,097Liabilities 2019: $14,337Net Assets 2019: $2,131,7602019Assets 2020: $2,142,129Liabilities 2020: $9,783Net Assets 2020: $2,132,3462020Assets 2021: $2,171,204Liabilities 2021: $80,741Net Assets 2021: $2,090,4632021Assets 2022: $2,152,364Liabilities 2022: $20,603Net Assets 2022: $2,131,7612022Assets 2023: $2,197,174Liabilities 2023: $24,112Net Assets 2023: $2,173,0622023Assets 2024: $2,253,174Liabilities 2024: $29,566Net Assets 2024: $2,223,6082024

Highlighted filing

2021

Assets$2,171,204
Liabilities$80,741
Net Assets$2,090,463

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $360,2682010Expenses 2011: $378,6912011Expenses 2012: $403,3752012Expenses 2013: $438,0212013Revenue 2014: $396,266Expenses 2014: $341,829Net Income 2014: $54,4372014Revenue 2015: $421,816Expenses 2015: $314,872Net Income 2015: $106,9442015Revenue 2016: $438,733Expenses 2016: $464,679Net Income 2016: -$25,9462016Revenue 2017: $424,869Expenses 2017: $622,138Net Income 2017: -$197,2692017Revenue 2018: $490,776Expenses 2018: $451,516Net Income 2018: $39,2602018Revenue 2019: $552,400Expenses 2019: $433,855Net Income 2019: $118,5452019Revenue 2020: $499,012Expenses 2020: $498,426Net Income 2020: $5862020Revenue 2021: $439,292Expenses 2021: $481,175Net Income 2021: -$41,8832021Revenue 2022: $628,860Expenses 2022: $587,562Net Income 2022: $41,2982022Revenue 2023: $748,054Expenses 2023: $733,046Net Income 2023: $15,0082023Revenue 2024: $819,700Expenses 2024: $769,154Net Income 2024: $50,5462024

Highlighted filing

2021

Revenue$439,292
Expenses$481,175
Net Income-$41,883
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 12, 2022
Return Version
2020v4.2
Gross Receipts
$439,292
Mission and Program Overview

Mission

The alaska sc-se sheet metal workers jatc recruits, trains, and helps employ individuals for industry specific training in heating, ventilation and air conditioning, fabrication, installation, maintenance and service.

Apprentice training and development

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,495,796$1,495,796→ $0
Savings and Temporary Cash Investments$607,681$616,347▲ $8,666
Cash and Non-Interest-Bearing Accounts$9,065$58,261▲ $49,196
Pledges and Grants Receivable$28,787$0▼ $28,787
Prepaid Expenses and Deferred Charges$800$800→ $0
Total Assets$2,142,129$2,171,204▲ $29,075
Liabilities
Other Liabilities$0$67,270▲ $67,270
Accounts Payable and Accrued Expenses$9,783$13,471▲ $3,688
Total Liabilities$9,783$80,741▲ $70,958
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,132,346$2,090,463▼ $41,883
Total Net Assets Fund Balance$2,132,346$2,090,463▼ $41,883
Total Liabilities and Net Assets / Fund Balance$2,142,129$2,171,204▲ $29,075

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,208,911$261,037$1,469,948
Equipment$61,925$254,609$316,534
Land$220,000-$220,000
Other Land Buildings$4,960$14,602$19,562
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bruce BoldTraining CoordinatorFT$83,099$45,296$128,395

Board Members and Trustees

NameTitle
Randy GoldingPresident/chairman
Taylor FifieldAlternate Trustee
Tim AgostiAlternate Trustee
Jens SchurigTrustee
Joe MorrisTrustee
Mark HodlTrustee
Matt RudisillTrustee
Garret TraversSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$142,499
Program Service Revenue
$275,746
Investment Income
$4,761
Other Revenue
$16,286
Change in Net Assets
$-41,883

Audited Revenue Reconciliation

Revenue per Audited Statements
$439,292
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$439,292
Total Revenue per Form 990
$439,292
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$349,891
Other Expenses$131,284
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$84,863$52,598-$137,461
Current Officers, Directors, Trustees, and Key Employees$130,831--$130,831
Pension Plan Contributions$41,457--$41,457
Office Expenses$10,512$22,003-$32,515
Insurance$22,723$4,010-$26,733
Other Employee Benefits$7,118$14,619-$21,737
Payroll Taxes$13,951$4,454-$18,405
Occupancy$8,892$8,892-$17,784
Fees for Services Accounting-$10,524-$10,524
Travel$5,943--$5,943
Other Expenses$3,227--$3,227
Information Technology-$311-$311
All Other Expenses$300--$300
Fees for Services Legal-$25-$25
Total Functional Expenses$363,739$117,436$0$481,175

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$481,175
Total Expenses per Audited Statements$481,175
Total Expenses per Form 990$481,175
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Ppp Loan Payable$67,270
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
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 8B

The organization does not have committees that act of behalf of the governing body.

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

The 990 is reviewed by the office manager and training coordinator, then presented to the board of directors at the next meeting.

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

The conflict of interest policy applies to any member of the board of trustees, any other individual or organization which is delegated with fiduciary responsibility for the assets of the trust, and any individual who has a direct or indirect financial interest, other than being a participant in the trust. A person who has a financial interest may have a conflict of interest only if the board of trustees, after disclosure and review, determines that a conflict of interests exists. Potential conflicts of interest are discussed at the periodic board of trustees meeting, with the determination of the existence of a conflict of interest decided on by voting of the board of trustees. If an interested person is deemed to have a conflict of interest, they will be prohibited from participating in the governing body's deliberations and decisions in the transaction.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy, and financial statements are housed at the jatc office and available to anyone upon request. Other governing information is also available in the contract/agreement book to anyone at any time.

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Union Joint
EIN
92-0041203
Phone
9072775367
Address
1307 E 75TH AVE SUITE 4, ANCHORAGE, AK 99518

Signing Officer

Name
Bruce Bold
Title
Training Coordinator
Phone
9072775367
Signed
2022-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bruce Bold
Formed
1950
Legal Domicile
Ak
Voting Board Members
8
Independent Board Members
8
Employees
5
Volunteers
8

Preparer

Firm
Cliftonlarsonallen Llp
Address
10700 NORTHUP WAY SUITE 200, BELLEVUE, WA 98004
Preparer
Michael T Mead CPA
Phone
4252506100
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

The process for selecting the independent accounting firm has not changed from the prior year.

Financial Statement Notes

PART X, LINE 2:

The financial accounting standards board issued accounting standards codification topic 740, income taxes (topic 740), on accounting for uncertainty in income taxes. Management evaluated the organization's tax positions and concluded that it had taken no uncertain tax positions that require adjustments to the financial statements to comply with the provisions of this guidance.

Raw XML AppendixShowing 400 of 464 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.

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IRS990/PayrollTaxesGrp/TotalAmt018405
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt041457
IRS990/PensionPlanContributionsGrp/TotalAmt041457
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt028787
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0800
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0800
IRS990/PrincipalOfficerNm0BRUCE BOLD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/Desc0APPRENTICESHIP PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0275746
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0275746
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0139602
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt011581
IRS990/PYOtherExpensesAmt0162318
IRS990/PYOtherRevenueAmt09959
IRS990/PYProgramServiceRevenueAmt0337870
IRS990/PYRevenuesLessExpensesAmt0586
IRS990/PYSalariesCompEmpBnftPaidAmt0336108
IRS990/PYTotalExpensesAmt0498426
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0499012
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-41883
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt012080
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0279952
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0607681
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0616347
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0142499
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0139602
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0173060
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0152000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0151926
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0759087
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt016841
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt021041
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt018656
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt012696
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt013787
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt083021
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0275746
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0336967
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0350811
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0289804
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0249223
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01502551
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt016841
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt021041
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt018656
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt012696
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt013787
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt083021
IRS990ScheduleA/InvestmentIncomeCYPct00.03450
IRS990ScheduleA/InvestmentIncomePYPct00.03180
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt04206
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt01402
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt09873
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt036275
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt09933
IRS990ScheduleA/OtherIncome509Grp/TotalAmt061689
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93990
IRS990ScheduleA/PublicSupportPY509Pct00.93740
IRS990ScheduleA/PublicSupportTotal509Amt02261638
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0418245
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0476569
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0523871
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0441804
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0401149
IRS990ScheduleA/Total509Grp/TotalAmt02261638
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0439292
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0499012
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0552400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0490775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0424869
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02406348
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/BookValueAmt01208911
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0261037
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01469948
IRS990ScheduleD/EquipmentGrp/BookValueAmt061925
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0254609
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0316534
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0481175
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0220000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0220000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04960
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt014602
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt019562
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt067270
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PPP LOAN PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0439292
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FINANCIAL ACCOUNTING STANDARDS BOARD ISSUED ACCOUNTING STANDARDS CODIFICATION TOPIC 740, INCOME TAXES (TOPIC 740), ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT IT HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01495796
IRS990ScheduleD/TotalExpensesPerForm990Amt0481175
IRS990ScheduleD/TotalLiabilityAmt067270
IRS990ScheduleD/TotalRevenuePerForm990Amt0439292
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0439292
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0481175
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE COMMITTEES THAT ACT OF BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED BY THE OFFICE MANAGER AND TRAINING COORDINATOR, THEN PRESENTED TO THE BOARD OF DIRECTORS AT THE NEXT MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY APPLIES TO ANY MEMBER OF THE BOARD OF TRUSTEES, ANY OTHER INDIVIDUAL OR ORGANIZATION WHICH IS DELEGATED WITH FIDUCIARY RESPONSIBILITY FOR THE ASSETS OF THE TRUST, AND ANY INDIVIDUAL WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, OTHER THAN BEING A PARTICIPANT IN THE TRUST. A PERSON WHO HAS A FINANCIAL INTEREST MAY HAVE A CONFLICT OF INTEREST ONLY IF THE BOARD OF TRUSTEES, AFTER DISCLOSURE AND REVIEW, DETERMINES THAT A CONFLICT OF INTERESTS EXISTS. POTENTIAL CONFLICTS OF INTEREST ARE DISCUSSED AT THE PERIODIC BOARD OF TRUSTEES MEETING, WITH THE DETERMINATION OF THE EXISTENCE OF A CONFLICT OF INTEREST DECIDED ON BY VOTING OF THE BOARD OF TRUSTEES. IF AN INTERESTED PERSON IS DEEMED TO HAVE A CONFLICT OF INTEREST, THEY WILL BE PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THE TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE HOUSED AT THE JATC OFFICE AND AVAILABLE TO ANYONE UPON REQUEST. OTHER GOVERNING INFORMATION IS ALSO AVAILABLE IN THE CONTRACT/AGREEMENT BOOK TO ANYONE AT ANY TIME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PROCESS FOR SELECTING THE INDEPENDENT ACCOUNTING FIRM HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02142129
IRS990/TotalAssetsEOYAmt02171204
IRS990/TotalAssetsGrp/BOYAmt02142129
IRS990/TotalAssetsGrp/EOYAmt02171204
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0142499
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0117436
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0363739
IRS990/TotalFunctionalExpensesGrp/TotalAmt0481175
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09783
IRS990/TotalLiabilitiesEOYAmt080741

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.03$2.22$0.82$0.77$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.02$2.17$0.75$0.73$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.02$2.13$0.63$0.59$0.04
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.08$2.09$0.44$0.48$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.01$2.13$0.50$0.50$0.00
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.15$0.01$2.13$0.55$0.43$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.03$0.02$2.01$0.49$0.45$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.00$0.03$1.97$0.42$0.62$0.20
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.01$2.17$0.44$0.46$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.36$0.01$1.36$0.42$0.31$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.01$1.22$0.40$0.34$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.02$1.17$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.04$1.19$0.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.05$1.14$0.38
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.05$1.04$0.36