Civic Intelligence

Southwestern Oregon Inside Electrcl Joint Apprenticeship Training Trst

990 • Fiscal year 2024 • EIN 93-6099167

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

Organization ProfileN/A
3427 Ash StNorth Bend, OR 97459

(541) 756-6997

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

45th percentile

0.01x

Higher debt load relative to revenue than 45% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

25th percentile

-8.1%

Higher net margin than 25% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2024 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

29th percentile

-3.4%

Faster asset growth than 29% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

11%

Faster revenue growth than 55% of similar nonprofits.

2024 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$551,542

Down $19,419 (-3.4%) from 2023

Net Assets

Down

$549,207

Down $19,403 (-3.4%) from 2023

Liabilities

Down

$2,335

Down $16 (-0.7%) from 2023

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin25th percentile

Revenue

Up

$240,281

Up $24,074 (+11%) from 2023

Expenses

Up

$259,684

Up $52,682 (+25%) from 2023

Net Income

Down

-$19,403

Down $28,608 (-311%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$600K$400K$200K$0Assets 2012: $390,510Liabilities 2012: $103,230Net Assets 2012: $287,2802012Assets 2013: $401,602Liabilities 2013: $99,282Net Assets 2013: $302,3202013Assets 2014: $373,331Liabilities 2014: $94,4752014Assets 2015: $342,189Liabilities 2015: $90,147Net Assets 2015: $252,0422015Assets 2016: $355,102Liabilities 2016: $85,391Net Assets 2016: $269,7112016Assets 2017: $356,970Liabilities 2017: $50,403Net Assets 2017: $306,5672017Assets 2018: $366,291Liabilities 2018: $1,335Net Assets 2018: $364,9562018Assets 2019: $434,885Liabilities 2019: $1,295Net Assets 2019: $433,5902019Assets 2020: $514,568Liabilities 2020: $886Net Assets 2020: $513,6822020Assets 2021: $544,725Liabilities 2021: $1,513Net Assets 2021: $543,2122021Assets 2022: $560,930Liabilities 2022: $1,525Net Assets 2022: $559,4052022Assets 2023: $570,961Liabilities 2023: $2,351Net Assets 2023: $568,6102023Assets 2024: $551,542Liabilities 2024: $2,335Net Assets 2024: $549,2072024Assets 2025: $544,075Liabilities 2025: $3,340Net Assets 2025: $540,7352025

Highlighted filing

2024

Assets$551,542
Liabilities$2,335
Net Assets$549,207
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

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

$300K$200K$100K$0-$100KRevenue 2012: $95,338Expenses 2012: $101,489Net Income 2012: -$6,1512012Revenue 2013: $129,082Expenses 2013: $114,042Net Income 2013: $15,0402013Revenue 2014: $76,939Expenses 2014: $100,403Net Income 2014: -$23,4642014Revenue 2015: $90,084Expenses 2015: $116,901Net Income 2015: -$26,8172015Revenue 2016: $122,374Expenses 2016: $104,705Net Income 2016: $17,6692016Revenue 2017: $165,998Expenses 2017: $129,142Net Income 2017: $36,8562017Revenue 2018: $196,062Expenses 2018: $137,669Net Income 2018: $58,3932018Revenue 2019: $224,075Expenses 2019: $155,441Net Income 2019: $68,6342019Revenue 2020: $256,972Expenses 2020: $176,880Net Income 2020: $80,0922020Revenue 2021: $207,169Expenses 2021: $172,328Net Income 2021: $34,8412021Revenue 2022: $198,959Expenses 2022: $182,766Net Income 2022: $16,1932022Revenue 2023: $216,207Expenses 2023: $207,002Net Income 2023: $9,2052023Revenue 2024: $240,281Expenses 2024: $259,684Net Income 2024: -$19,4032024Revenue 2025: $242,151Expenses 2025: $254,801Net Income 2025: -$12,6502025

Highlighted filing

2024

Revenue$240,281
Expenses$259,684
Net Income-$19,403
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.1
Gross Receipts
$240,281
Mission and Program Overview

Mission

The Trust's purpose is to establish standards of employment in a skilled craft, determine qualifications, help settle labor disbutes, and to cooperate with local schools in establishing classroom instruction.

The trust's purpose is to establish standards of employment in a skilled craft, determine qualifications, help settle labor disputes, and to cooperate with local schools in establishing classroom instruction.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$287,443$288,433▲ $990
Cash and Non-Interest-Bearing Accounts$283,518$167,669▼ $115,849
Investments in Publicly Traded Securities-$95,440-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$570,961$551,542▼ $19,419
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$2,351$2,334▼ $17
Other Liabilities-$1-
Total Liabilities$2,351$2,335▼ $16
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$568,610$549,207▼ $19,403
Total Net Assets Fund Balance$568,610$549,207▼ $19,403
Total Liabilities and Net Assets / Fund Balance$570,961$551,542▼ $19,419

Asset Categories

AssetBook ValueDepreciationBasis
Land$161,617-$161,617
Buildings$98,502$57,297$155,799
Leasehold Improvements$2,731$89,226$91,957
Equipment$18,303$39,577$57,880
Other Land Buildings$7,280$48,469$55,749
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
Robert WestermanChairman
Anthony RevelleTrustee
Ben GauvainTrustee
Dan SartorTrustee
Eric ShermanTrustee
Michael ThorpTrustee
Randy SmithTrustee
Monique De BoerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$232,720
Investment Income
$1
Other Revenue
$7,560
Change in Net Assets
$-19,403
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$130,318
Other Expenses$129,366
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$57,449$57,449-$114,898
Occupancy$47,367--$47,367
Other Employee Benefits$7,710$7,710-$15,420
Depreciation Depletion$14,836--$14,836
Fees for Services Accounting-$10,475-$10,475
Insurance$10,275--$10,275
Office Expenses$1,713--$1,713
Conferences and Meetings$1,518--$1,518
Other Expenses$1,163--$1,163
All Other Expenses$598$297-$895
Total Functional Expenses$183,753$75,931$0$259,684
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
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

“No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Southern Oregon Training Trust
EIN
93-6099167
Phone
5417566997
Address
3427 ASH ST, NORTH BEND, OR 97459

Signing Officer

Name
Robert Westerman
Title
Chairman
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
1978
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
4
Employees
0

Preparer

Firm
Dahlin Accounting & Consulting LLC
Address
3581 LEAR WAY, MEDFORD, OR 97504
Preparer
Jon Dahlin
Phone
5417735910
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IRS990/ProgramServiceRevenueGrp/Desc2REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/Desc3SALES OF BOOKS/TUITION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01200
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1204201
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt28069
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt319250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1204201
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt28069
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt319250
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt08
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0108274
IRS990/PYOtherRevenueAmt013010
IRS990/PYProgramServiceRevenueAmt0203189
IRS990/PYRevenuesLessExpensesAmt09205
IRS990/PYSalariesCompEmpBnftPaidAmt098728
IRS990/PYTotalExpensesAmt0207002
IRS990/PYTotalRevenueAmt0216207
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-19403
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalSupportAmt00
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt098502
IRS990ScheduleD/BuildingsGrp/DepreciationAmt057297
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0155799
IRS990ScheduleD/EquipmentGrp/BookValueAmt018303
IRS990ScheduleD/EquipmentGrp/DepreciationAmt039577
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt057880
IRS990ScheduleD/LandGrp/BookValueAmt0161617
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0161617
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02731
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt089226
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt091957
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07280
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt048469
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt055749
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0288433
IRS990ScheduleD/TotalLiabilityAmt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0570961
IRS990/TotalAssetsEOYAmt0551542
IRS990/TotalAssetsGrp/BOYAmt0570961
IRS990/TotalAssetsGrp/EOYAmt0551542
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt075931
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0183753
IRS990/TotalFunctionalExpensesGrp/TotalAmt0259684
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02351
IRS990/TotalLiabilitiesEOYAmt02335
IRS990/TotalLiabilitiesGrp/BOYAmt02351
IRS990/TotalLiabilitiesGrp/EOYAmt02335
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0568610
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0549207
IRS990/TotalProgramServiceExpensesAmt0183753
IRS990/TotalProgramServiceRevenueAmt0232720
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0240281
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0240281
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0570961
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0551542
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt03427 ASH ST
IRS990/USAddress/CityNm0NORTH BEND
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097459
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT WESTERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN OREGON TRAINING TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0936099167
ReturnHeader/Filer/PhoneNum05417566997
ReturnHeader/Filer/USAddress/AddressLine1Txt03427 ASH ST
ReturnHeader/Filer/USAddress/CityNm0NORTH BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097459
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453652987
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAHLIN ACCOUNTING & CONSULTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03581 LEAR WAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEDFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097504
ReturnHeader/PreparerPersonGrp/PhoneNum05417735910
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jon Dahlin
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T12:50:20-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$551,542
Liabilities
$2,335
Net assets
$549,207
Revenue
$240,281
Expenses
$259,684
Net income
-$19,403
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.44$0.03$5.41$2.42$2.55$0.13
2024Detailed filing. Detailed filing data is available for this year.$5.52$0.02$5.49$2.40$2.60$0.19
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.71$0.02$5.69$2.16$2.07$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.61$0.02$5.59$1.99$1.83$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$0.02$5.43$2.07$1.72$0.35
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$0.01$5.14$2.57$1.77$0.80
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.35$0.01$4.34$2.24$1.55$0.69
2018Detailed filing. Detailed filing data is available for this year.$3.66$0.01$3.65$1.96$1.38$0.58
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.57$0.50$3.07$1.66$1.29$0.37
2016Detailed filing. Detailed filing data is available for this year.$3.55$0.85$2.70$1.22$1.05$0.18
2015Detailed filing. Detailed filing data is available for this year.$3.42$0.90$2.52$0.90$1.17$0.27
2014Summary only. Only limited summary data is available for this year.$3.73$0.94$0.77$1.00$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.02$0.99$3.02$1.29$1.14$0.15
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.91$1.03$2.87$0.95$1.01$0.06