Civic Intelligence

Sheet Metal Training Fund

990 • Fiscal year 2021 • EIN 93-6053828

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 23, 2022

Organization ProfileN/A

View Organization Page

2379 NE 178thPortland, OR 97230-5957

(503) 257-1022

Siviq Scores

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

Liabilities / Assets

27th percentile

0.02x

Higher debt load relative to assets than 27% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.06x

Higher debt load relative to revenue than 29% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

64th percentile

20%

Higher net margin than 64% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

65th percentile

$155,120

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

48th percentile

8.8%

Faster asset growth than 48% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

60th percentile

19%

Faster revenue growth than 60% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$7,800,547

Up $627,700 (+8.8%) from 2020

Net Assets

Up

$7,612,155

Up $740,471 (+11%) from 2020

Liabilities

Down

$188,392

Down $112,771 (-37%) from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin64th percentile

Revenue

Up

$3,175,021

Up $512,664 (+19%) from 2020

Expenses

Up

$2,524,914

Up $232,773 (+10%) from 2020

Net Income

Up

$650,107

Up $279,891 (+76%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$10M$5.0M$0Assets 2010: $5,217,735Liabilities 2010: $1,926,942Net Assets 2010: $3,290,7932010Assets 2011: $5,116,589Liabilities 2011: $1,816,165Net Assets 2011: $3,300,4242011Assets 2012: $5,274,529Liabilities 2012: $1,772,448Net Assets 2012: $3,502,0812012Assets 2013: $5,488,932Liabilities 2013: $1,744,311Net Assets 2013: $3,744,6212013Assets 2014: $5,688,046Liabilities 2014: $1,712,279Net Assets 2014: $3,975,7672014Assets 2015: $5,687,197Liabilities 2015: $1,657,419Net Assets 2015: $4,029,7782015Assets 2016: $6,106,663Liabilities 2016: $1,646,801Net Assets 2016: $4,459,8622016Assets 2017: $6,205,385Liabilities 2017: $1,053,613Net Assets 2017: $5,151,7722017Assets 2018: $6,006,615Liabilities 2018: $81,394Net Assets 2018: $5,925,2212018Assets 2019: $6,494,882Liabilities 2019: $96,830Net Assets 2019: $6,398,0522019Assets 2020: $7,172,847Liabilities 2020: $301,163Net Assets 2020: $6,871,6842020Assets 2021: $7,800,547Liabilities 2021: $188,392Net Assets 2021: $7,612,1552021Assets 2022: $7,675,025Liabilities 2022: $214,917Net Assets 2022: $7,460,1082022Assets 2023: $8,071,570Liabilities 2023: $278,277Net Assets 2023: $7,793,2932023Assets 2024: $8,224,253Liabilities 2024: $200,346Net Assets 2024: $8,023,9072024

Highlighted filing

2021

Assets$7,800,547
Liabilities$188,392
Net Assets$7,612,155
Open 2021 Filing

Operations Trend

Revenue Growth60th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,340,8302010Expenses 2011: $1,399,3652011Expenses 2012: $1,316,0592012Revenue 2013: $1,664,373Expenses 2013: $1,421,833Net Income 2013: $242,5402013Revenue 2014: $1,700,912Expenses 2014: $1,469,766Net Income 2014: $231,1462014Revenue 2015: $1,563,640Expenses 2015: $1,498,884Net Income 2015: $64,7562015Revenue 2016: $1,985,868Expenses 2016: $1,581,489Net Income 2016: $404,3792016Revenue 2017: $2,421,686Expenses 2017: $1,792,829Net Income 2017: $628,8572017Revenue 2018: $2,777,653Expenses 2018: $1,958,676Net Income 2018: $818,9772018Revenue 2019: $2,813,858Expenses 2019: $2,424,344Net Income 2019: $389,5142019Revenue 2020: $2,662,357Expenses 2020: $2,292,141Net Income 2020: $370,2162020Revenue 2021: $3,175,021Expenses 2021: $2,524,914Net Income 2021: $650,1072021Revenue 2022: $3,006,247Expenses 2022: $2,810,219Net Income 2022: $196,0282022Revenue 2023: $3,005,659Expenses 2023: $3,026,925Net Income 2023: -$21,2662023Revenue 2024: $3,009,661Expenses 2024: $3,027,738Net Income 2024: -$18,0772024

Highlighted filing

2021

Revenue$3,175,021
Expenses$2,524,914
Net Income$650,107
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 23, 2022
Return Version
2021v4.2
Gross Receipts
$3,175,021
Mission and Program Overview

Mission

The trust provides training programs to apprentice and journeyman sheet metal workers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,115,881$4,001,915▼ $113,966
Investments in Publicly Traded Securities$1,644,123$2,809,968▲ $1,165,845
Cash and Non-Interest-Bearing Accounts$905,505$651,276▼ $254,229
Accounts Receivable$377,674$217,364▼ $160,310
Other Notes and Loans Receivable, Net$52,112$63,179▲ $11,067
Prepaid Expenses and Deferred Charges$34,224$56,845▲ $22,621
Savings and Temporary Cash Investments$43,328--
Total Assets$7,172,847$7,800,547▲ $627,700
Liabilities
Other Liabilities$222,843$0▼ $222,843
Accounts Payable and Accrued Expenses$78,320$188,392▲ $110,072
Total Liabilities$301,163$188,392▼ $112,771
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,871,684$7,612,155▲ $740,471
Total Net Assets Fund Balance$6,871,684$7,612,155▲ $740,471
Total Liabilities and Net Assets / Fund Balance$7,172,847$7,800,547▲ $627,700

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,148,396$3,243,513$6,391,909
Equipment$272,054$1,049,510$1,321,564
Land$581,465-$581,465
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert PostmaTraining Executive AdminisFT$109,704$45,416$155,120

Board Members and Trustees

NameTitle
Jerry HendersonTrust President
Brian NobleTrustee
Chip WordenTrustee
Dustin HysmithTrustee
Gordon HarveyTrustee
Greg SauerTrustee
James SlaterTrustee
Russ BentonTrustee
Vanessa StewardTrustee
Josh McclaughrySecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$237,226
Program Service Revenue
$2,698,210
Investment Income
$37,317
Other Revenue
$202,268
All Other Contributions
$14,383
Change in Net Assets
$650,107

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,175,021
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$90,364
Total Revenue per Audited Statements
$3,265,385
Total Revenue per Form 990
$3,175,021
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,650,546
Other Expenses$874,368
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$700,658$257,627-$958,285
Pension Plan Contributions$228,972$84,688-$313,660
Depreciation Depletion$211,485$23,477-$234,962
Office Expenses$161,810$1,078-$162,888
Current Officers, Directors, Trustees, and Key Employees$113,238$41,882-$155,120
Other Employee Benefits$88,075$32,576-$120,651
Occupancy$92,603$10,289-$102,892
Payroll Taxes$75,066$27,764-$102,830
Fees for Services Accounting$61,805$6,867-$68,672
All Other Expenses$39,277$4,364-$43,641
Insurance$36,996$4,111-$41,107
Advertising$19,156--$19,156
Fees for Services Legal$18,938--$18,938
Other Expenses$1,000$13,988-$1,000
Total Functional Expenses$2,016,203$508,711$0$2,524,914

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,524,914
Total Expenses per Audited Statements$2,524,914
Total Expenses per Form 990$2,524,914
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11B

“The form 990 is reviewed and approved by the training executive administrator. A copy of the approved form 990 is provided to all board trustees prior to filing.”

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

“The board of trustees and key employees are requested to annually review and sign the conflict of interest policy. If there is a possible conflict of interest, an evaluation process is followed and documented per the guidelines established in the policy.”

Form 990, Part VI, Section B, Line 15

“The board of trustees approves compensation and raises of training executive administrator and key employees based on an adopted policy.”

Form 990, Part VI, Section C, Line 19

“Governing documents, financial statements, and policies are available upon request.”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Training Fund
EIN
93-6053828
Phone
5032571022
Address
2379 NE 178TH, PORTLAND, OR 97230-5957

Signing Officer

Name
Rob Postma
Title
Training Executive Administrator
Phone
5032571022
Signed
2022-09-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rob Postma
Formed
1969
Legal Domicile
Or
Voting Board Members
10
Independent Board Members
10
Employees
16
Volunteers
10

Preparer

Firm
Hoffman Stewart & Schmidt Pc
Address
3 CENTERPOINTE DRIVE SUITE 300, LAKE OSWEGO, OR 97035-8663
Preparer
Shane M Graves
Phone
5032205900
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process did not change from prior year.”

Financial Statement Notes

PART X, LINE 2:

“Management believes the sheet metal training fund does not have any uncertain tax positions. Any interest or penalties associated with the trust's tax positions would be recorded as a component of management and general expenses. The trust annually files an information return with the internal revenue service (irs).”

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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/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt032576
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt088075
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0120651
IRS990/OtherExpensesGrp/Desc0REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc1PER DIEM AND HOTEL
IRS990/OtherExpensesGrp/Desc2CONTESTS - LOC/REG/NAT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt013988
IRS990/OtherExpensesGrp/ProgramServicesAmt0128069
IRS990/OtherExpensesGrp/ProgramServicesAmt139055
IRS990/OtherExpensesGrp/ProgramServicesAmt21000
IRS990/OtherExpensesGrp/TotalAmt0142057
IRS990/OtherExpensesGrp/TotalAmt139055
IRS990/OtherExpensesGrp/TotalAmt21000
IRS990/OtherLiabilitiesGrp/BOYAmt0222843
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0114536
IRS990/OtherRevenueTotalAmt0114536
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0257627
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0700658
IRS990/OtherSalariesAndWagesGrp/TotalAmt0958285
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt052112
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt063179
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt027764
IRS990/PayrollTaxesGrp/ProgramServicesAmt075066
IRS990/PayrollTaxesGrp/TotalAmt0102830
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt084688
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0228972
IRS990/PensionPlanContributionsGrp/TotalAmt0313660
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt034224
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt056845
IRS990/PrincipalOfficerNm0ROB POSTMA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1TRAINING & REIMBURSEME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02547720
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1150490
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02547720
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1150490
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt035742
IRS990/PYOtherExpensesAmt0694892
IRS990/PYOtherRevenueAmt099607
IRS990/PYProgramServiceRevenueAmt02527008
IRS990/PYRevenuesLessExpensesAmt0370216
IRS990/PYSalariesCompEmpBnftPaidAmt01597249
IRS990/PYTotalExpensesAmt02292141
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02662357
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0650107
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt087732
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02812746
IRS990/SavingsAndTempCashInvstGrp/BOYAmt043328
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02935436
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt02527008
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02637809
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02607515
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt02283643
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012991411
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0125049
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0115264
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0126305
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0105956
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt098491
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0571065
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0125049
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0115264
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0126305
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0105956
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt098491
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0571065
IRS990ScheduleA/InvestmentIncomeCYPct00.04120
IRS990ScheduleA/InvestmentIncomePYPct00.04220
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0114536
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt020085
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt049744
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt064182
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt039552
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0288099
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.93800
IRS990ScheduleA/PublicSupportPY509Pct00.94290
IRS990ScheduleA/PublicSupportTotal509Amt012991411
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02935436
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02527008
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02637809
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02607515
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02283643
IRS990ScheduleA/Total509Grp/TotalAmt012991411
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03175021
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt02662357
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt02813858
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02777653
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02421686
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt013850575
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/BookValueAmt03148396
IRS990ScheduleD/BuildingsGrp/DepreciationAmt03243513
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06391909
IRS990ScheduleD/EquipmentGrp/BookValueAmt0272054
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01049510
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01321564
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02524914
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0581465
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0581465
IRS990ScheduleD/NetUnrealizedGainsInvstAmt090364
IRS990ScheduleD/RevenueNotReportedAmt090364
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03175021
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT BELIEVES THE SHEET METAL TRAINING FUND DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. ANY INTEREST OR PENALTIES ASSOCIATED WITH THE TRUST'S TAX POSITIONS WOULD BE RECORDED AS A COMPONENT OF MANAGEMENT AND GENERAL EXPENSES. THE TRUST ANNUALLY FILES AN INFORMATION RETURN WITH THE INTERNAL REVENUE SERVICE (IRS).
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04001915
IRS990ScheduleD/TotalExpensesPerForm990Amt02524914
IRS990ScheduleD/TotalRevenuePerForm990Amt03175021
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03265385
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02524914
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd01
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION FOR THE TRAINING EXECUTIVE ADMINISTRATOR IS BASED ON THE VOLUNATARY ADHERENCE TO A COLLECTIVE BARGAINING AGREEMENT.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED AND APPROVED BY THE TRAINING EXECUTIVE ADMINISTRATOR. A COPY OF THE APPROVED FORM 990 IS PROVIDED TO ALL BOARD TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES AND KEY EMPLOYEES ARE REQUESTED TO ANNUALLY REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY. IF THERE IS A POSSIBLE CONFLICT OF INTEREST, AN EVALUATION PROCESS IS FOLLOWED AND DOCUMENTED PER THE GUIDELINES ESTABLISHED IN THE POLICY.

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,800,547
Liabilities
$188,392
Net assets
$7,612,155
Revenue
$3,175,021
Expenses
$2,524,914
Net income
$650,107
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.22$0.20$8.02$3.01$3.03$0.02
2023Detailed filing. Detailed filing data is available for this year.$8.07$0.28$7.79$3.01$3.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$7.68$0.21$7.46$3.01$2.81$0.20
2021Detailed filing. Detailed filing data is available for this year.$7.80$0.19$7.61$3.18$2.52$0.65
2020Detailed filing. Detailed filing data is available for this year.$7.17$0.30$6.87$2.66$2.29$0.37
2019Detailed filing. Detailed filing data is available for this year.$6.49$0.10$6.40$2.81$2.42$0.39
2018Detailed filing. Detailed filing data is available for this year.$6.01$0.08$5.93$2.78$1.96$0.82
2017Detailed filing. Detailed filing data is available for this year.$6.21$1.05$5.15$2.42$1.79$0.63
2016Detailed filing. Detailed filing data is available for this year.$6.11$1.65$4.46$1.99$1.58$0.40
2015Detailed filing. Detailed filing data is available for this year.$5.69$1.66$4.03$1.56$1.50$0.06
2014Detailed filing. Detailed filing data is available for this year.$5.69$1.71$3.98$1.70$1.47$0.23
2013Detailed filing. Detailed filing data is available for this year.$5.49$1.74$3.74$1.66$1.42$0.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.27$1.77$3.50$1.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.12$1.82$3.30$1.40
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$1.93$3.29$1.34