Southwestern Oregon Inside Electrcl Joint Apprenticeship Training Trst

990EZ • Fiscal year 2013 • EIN 93-6099167

Jul 01, 2012 to Jun 30, 2013 • Filed on Sep 06, 2013

Organization Profile N/A

3427 Ash Street97459

Siviq Scores

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

0.25x

Higher debt load relative to assets than 83% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.77x

Higher debt load relative to revenue than 94% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

12%

Higher net margin than 67% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

No value available

This filing does not contain officer compensation rows.

Source year 2013

2.8%

Faster asset growth than 52% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

35%

Faster revenue growth than 80% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets83rd percentile

Assets

$401,602

Up $11,092 (+2.8%) from 2012

Net Assets

$302,320

Up $15,040 (+5.2%) from 2012

Liabilities

Down

$99,282

Down $3,948 (-3.8%) from 2012

Revenue And Expenses

Liabilities / Revenue94th percentile Net Margin67th percentile

Revenue

$129,082

Up $33,744 (+35%) from 2012

Expenses

$114,042

Up $12,553 (+12%) from 2012

Net Income

$15,040

Up $21,191 (+345%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

Highlighted filing

2013

Assets$401,602

Liabilities$99,282

Net Assets$302,320

Open 2013 Filing

Operations Trend

Revenue Growth80th percentile

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

Highlighted filing

2013

Revenue$129,082

Expenses$114,042

Net Income$15,040

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2012 to Jun 30, 2013
Signed: Sep 6, 2013
Return Version: 2012v2.0

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.

Filing and Contact Details

Filer

EIN: 93-6099167

Raw XML Appendix181 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
IRS990EZ/ActivitiesNotPreviouslyRpt	0	false
IRS990EZ/CashSavingsAndInvestments/BOY	0	66340
IRS990EZ/CashSavingsAndInvestments/EOY	0	78580
IRS990EZ/ContributionsGiftsGrantsEtc	0	38208
IRS990EZ/CostOfGoodsSold	0	0
IRS990EZ/CostOtherBasisAndSalesExpenses	0	0
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	15040
IRS990EZ/FeesAndOthPymtToIndContractors	0	5566
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/Form720Filed	0	false
IRS990EZ/FundraisingGrossIncome	0	0
IRS990EZ/GrossReceipts	0	129082
IRS990EZ/GrossReceiptsForPublicUse	0	0
IRS990EZ/InfoInScheduleOPartI	0	X
IRS990EZ/InfoInScheduleOPartII	0	X
IRS990EZ/InitiationFeesAndCapitalContri	0	0
IRS990EZ/InvestmentIncome	0	19
IRS990EZ/LandAndBuildings/BOY	0	317725
IRS990EZ/LandAndBuildings/EOY	0	316336
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MembershipDues	0	67471
IRS990EZ/MethodOfAccountingCash	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	287280
IRS990EZ/NetAssetsOrFundBalancesBOY	0	287280
IRS990EZ/NetAssetsOrFundBalances/EOY	0	302320
IRS990EZ/NetAssetsOrFundBalancesEOY	0	302320
IRS990EZ/OccupancyRentUtilitiesAndMaint	0	9108
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	Debra Margraf
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	Gordon Bridgham
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	Robert Westerman
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	Scott Banks
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	Kevin Ladd
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	Randy Rema
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	6	Tom Kyle
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	Chairman
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	Trustee
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	6	Secretary
IRS990EZ/Organization501c	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationFiled990T	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherAssetsTotal/BOY	0	6445
IRS990EZ/OtherAssetsTotal/EOY	0	6686
IRS990EZ/OtherExpensesTotal	0	49533
IRS990EZ/OtherRevenueTotal	0	18658
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	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.
IRS990EZ/PrintingPublicationsPostage	0	1222
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	Southwestern Oregon Training Trust provides apprenticeship opportunities and training to union members, various classes are offered throughout the year to provide training to members.
IRS990EZ/ProgramServiceRevenue	0	4726
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/SalariesOtherCompEmplBenefits	0	48613
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/SpecialEventsDirectExpenses	0	0
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/SumOfTotalLiabilities/BOY	0	103230
IRS990EZ/SumOfTotalLiabilities/EOY	0	99282
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	3427 Ash Street
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	North Bend
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	OR
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	97459
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	Southwestern Oregon Training
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	5417563907
IRS990EZ/TotalAssets/BOY	0	390510
IRS990EZ/TotalAssets/EOY	0	401602
IRS990EZ/TotalExpenses	0	114042
IRS990EZ/TotalRevenue	0	129082
IRS990EZ/TransactionWithControlEntity	0	false
IRS990EZ/WebSite	0	N/A
IRS990ScheduleO/GeneralExplanation/Explanation	0	Mortgage payable - Beginning $102534 Mortgage payable - Ending $98384
IRS990ScheduleO/GeneralExplanation/Explanation	1	Accounts Payable and Accrued Expenses - Beginning $696 Accounts Payable and Accrued Expenses - Ending $898
IRS990ScheduleO/GeneralExplanation/Explanation	2	Furniture and Fixtures - Beginning $6445 Furniture and Fixtures - Ending $6686
IRS990ScheduleO/GeneralExplanation/Explanation	3	Loss on disposal of books $9
IRS990ScheduleO/GeneralExplanation/Explanation	4	Property maintenance $94
IRS990ScheduleO/GeneralExplanation/Explanation	5	Safety courses $263
IRS990ScheduleO/GeneralExplanation/Explanation	6	Delinquency fees $424
IRS990ScheduleO/GeneralExplanation/Explanation	7	Applicant costs $1106
IRS990ScheduleO/GeneralExplanation/Explanation	8	Property taxes $2301
IRS990ScheduleO/GeneralExplanation/Explanation	9	Conventions & training $3768
IRS990ScheduleO/GeneralExplanation/Explanation	10	Utilities $3862
IRS990ScheduleO/GeneralExplanation/Explanation	11	Contract labor $4800
IRS990ScheduleO/GeneralExplanation/Explanation	12	Purchase of books $9324
IRS990ScheduleO/GeneralExplanation/Explanation	13	Insurance $6685
IRS990ScheduleO/GeneralExplanation/Explanation	14	Depreciation $11659
IRS990ScheduleO/GeneralExplanation/Explanation	15	Interest $4668
IRS990ScheduleO/GeneralExplanation/Explanation	16	Travel $515
IRS990ScheduleO/GeneralExplanation/Explanation	17	Office Expenses $55
IRS990ScheduleO/GeneralExplanation/Explanation	18	Miscellaneous $7960
IRS990ScheduleO/GeneralExplanation/Explanation	19	Sale of books/tuition $10698
IRS990ScheduleO/GeneralExplanation/Identifier	0	Form 990-EZ, Part II, Line 26.1
IRS990ScheduleO/GeneralExplanation/Identifier	1	Form 990-EZ, Part II, Line 26.1001
IRS990ScheduleO/GeneralExplanation/Identifier	2	Form 990-EZ, Part II, Line 24.1002
IRS990ScheduleO/GeneralExplanation/Identifier	3	Form 990-EZ, Part I, Line 16.11
IRS990ScheduleO/GeneralExplanation/Identifier	4	Form 990-EZ, Part I, Line 16.10
IRS990ScheduleO/GeneralExplanation/Identifier	5	Form 990-EZ, Part I, Line 16.9
IRS990ScheduleO/GeneralExplanation/Identifier	6	Form 990-EZ, Part I, Line 16.8
IRS990ScheduleO/GeneralExplanation/Identifier	7	Form 990-EZ, Part I, Line 16.7
IRS990ScheduleO/GeneralExplanation/Identifier	8	Form 990-EZ, Part I, Line 16.5
IRS990ScheduleO/GeneralExplanation/Identifier	9	Form 990-EZ, Part I, Line 16.4
IRS990ScheduleO/GeneralExplanation/Identifier	10	Form 990-EZ, Part I, Line 16.3
IRS990ScheduleO/GeneralExplanation/Identifier	11	Form 990-EZ, Part I, Line 16.2
IRS990ScheduleO/GeneralExplanation/Identifier	12	Form 990-EZ, Part I, Line 16.1
IRS990ScheduleO/GeneralExplanation/Identifier	13	Form 990-EZ, Part I, Line 16.1012
IRS990ScheduleO/GeneralExplanation/Identifier	14	Form 990-EZ, Part I, Line 16.1009
IRS990ScheduleO/GeneralExplanation/Identifier	15	Form 990-EZ, Part I, Line 16.1008
IRS990ScheduleO/GeneralExplanation/Identifier	16	Form 990-EZ, Part I, Line 16.1005
IRS990ScheduleO/GeneralExplanation/Identifier	17	Form 990-EZ, Part I, Line 16.1002
IRS990ScheduleO/GeneralExplanation/Identifier	18	Form 990-EZ, Part I, Line 8.2
IRS990ScheduleO/GeneralExplanation/Identifier	19	Form 990-EZ, Part I, Line 8.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	Total Liabilities.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	Total Liabilities.1001
IRS990ScheduleO/GeneralExplanation/ReturnReference	2	Other Assets.1002
IRS990ScheduleO/GeneralExplanation/ReturnReference	3	Other Expenses.11
IRS990ScheduleO/GeneralExplanation/ReturnReference	4	Other Expenses.10
IRS990ScheduleO/GeneralExplanation/ReturnReference	5	Other Expenses.9
IRS990ScheduleO/GeneralExplanation/ReturnReference	6	Other Expenses.8
IRS990ScheduleO/GeneralExplanation/ReturnReference	7	Other Expenses.7
IRS990ScheduleO/GeneralExplanation/ReturnReference	8	Other Expenses.5
IRS990ScheduleO/GeneralExplanation/ReturnReference	9	Other Expenses.4
IRS990ScheduleO/GeneralExplanation/ReturnReference	10	Other Expenses.3
IRS990ScheduleO/GeneralExplanation/ReturnReference	11	Other Expenses.2
IRS990ScheduleO/GeneralExplanation/ReturnReference	12	Other Expenses.1
IRS990ScheduleO/GeneralExplanation/ReturnReference	13	Other Expenses.1012
IRS990ScheduleO/GeneralExplanation/ReturnReference	14	Other Expenses.1009
IRS990ScheduleO/GeneralExplanation/ReturnReference	15	Other Expenses.1008
IRS990ScheduleO/GeneralExplanation/ReturnReference	16	Other Expenses.1005
IRS990ScheduleO/GeneralExplanation/ReturnReference	17	Other Expenses.1002
IRS990ScheduleO/GeneralExplanation/ReturnReference	18	Other Revenue.2
IRS990ScheduleO/GeneralExplanation/ReturnReference	19	Other Revenue.1
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	936099167
ReturnHeader/Filer/Name/BusinessNameLine1	0	Southwestern Oregon Training Trust
ReturnHeader/Filer/NameControl	0	SOUT
ReturnHeader/Filer/Phone	0	5417563907
ReturnHeader/Filer/USAddress/AddressLine1	0	3427 Ash Street
ReturnHeader/Filer/USAddress/City	0	North Bend
ReturnHeader/Filer/USAddress/State	0	OR
ReturnHeader/Filer/USAddress/ZIPCode	0	97459
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-09-06
ReturnHeader/Officer/Name	0	Robert Westerman
ReturnHeader/Officer/Title	0	Chairman
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	DANIEL J HANDRAN PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	375 PARK AVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	COOS BAY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	974202244
ReturnHeader/Preparer/Name	0	Daniel J Handran CPA
ReturnHeader/Preparer/Phone	0	5412672192
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2012-07-01
ReturnHeader/TaxPeriodEndDate	0	2013-06-30
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-09-06T09:08:08-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $401,602
Liabilities: $99,282
Net assets: $302,320
Revenue: $129,082
Expenses: $114,042
Net income: $15,040

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$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