Civic Intelligence

Southwestern Oregon Inside Electrcl Joint Apprenticeship Training Trst

990 • Fiscal year 2019 • EIN 93-6099167

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 02, 2020

3427 Ash StNorth Bend, OR 97459

(541) 756-3907

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

62nd percentile

0.01x

Higher debt load relative to revenue than 62% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$434,885

Up $68,594 (+19%) from 2018

Net Assets

Up

$433,590

Up $68,634 (+19%) from 2018

Liabilities

Down

$1,295

Down $40 (-3.0%) from 2018

Revenue

Up

$224,075

Up $28,013 (+14%) from 2018

Expenses

Up

$155,441

Up $17,772 (+13%) from 2018

Net Income

Up

$68,634

Up $10,241 (+18%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$434,885
Liabilities$1,295
Net Assets$433,590

Operations Trend

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

2019

Revenue$224,075
Expenses$155,441
Net Income$68,634
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 2, 2020
Return Version
2018v3.1
Gross Receipts
$224,075
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$279,014$298,858▲ $19,844
Cash and Non-Interest-Bearing Accounts$87,277$136,027▲ $48,750
Total Assets$366,291$434,885▲ $68,594
Liabilities
Accounts Payable and Accrued Expenses$1,335$1,295▼ $40
Total Liabilities$1,335$1,295▼ $40
Net Assets / Fund Balance
Unrestricted Net Assets$364,956$433,590▲ $68,634
Total Net Assets Fund Balance$364,956$433,590▲ $68,634
Total Liabilities and Net Assets / Fund Balance$366,291$434,885▲ $68,594

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$99,458$144,343$243,801
Land$161,617-$161,617
Other Land Buildings$33,625$6,595$40,220
Equipment$4,158$2,618$6,776
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert WestermanChairman
Ben GauvainTrustee
Eric ShermanTrustee
Gary ThiesTrustee
Jason MaultTrustee
Monique De BoerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$217,018
Investment Income
$39
Other Revenue
$7,018
Change in Net Assets
$68,634

Audited Revenue Reconciliation

Revenue per Audited Statements
$224,075
Total Revenue per Audited Statements
$224,075
Total Revenue per Form 990
$224,075
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$80,951
Salaries, Compensation, and Employee Benefits$74,490
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$26,867$26,868-$53,735
Depreciation Depletion$16,117--$16,117
Other Employee Benefits$7,596$7,597-$15,193
Occupancy$12,096--$12,096
Payroll Taxes$2,781$2,781-$5,562
Fees for Services Other$2,947$2,448-$5,395
Insurance$5,291--$5,291
Office Expenses$2,846--$2,846
All Other Expenses$1,619--$1,619
Other Expenses$1,293--$1,293
Payment Travel Entrtnmnt Publicly Ofcl$1,014--$1,014
Total Functional Expenses$115,747$39,694$0$155,441

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$155,441
Total Expenses per Audited Statements$155,441
Total Expenses per Form 990$155,441
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-President-No$28,092
-Employee-No$1,468
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
Yes
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, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Southwestern Oregon Training Trust
EIN
93-6099167
Phone
5417563907
Address
3427 ASH ST, NORTH BEND, OR 97459

Signing Officer

Name
Robert Westerman
Title
Chairman
Phone
5417563907
Signed
2020-01-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Westerman
Formed
1978
Legal Domicile
Or
Voting Board Members
6
Independent Board Members
6
Employees
6

Preparer

Firm
Larry a Reiber CPA Pc
Address
391 N SECOND ST PO BOX 449, COOS BAY, OR 97420-0049
Preparer
Larry a Reiber CPA
Phone
5412695103
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Southwestern oregon training trust provides apprenticeship opportunities and training to union members, various classes are offered throughout the year to provide training to members.

Raw XML Appendix362 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01335
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01295
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01619
IRS990/AllOtherExpensesGrp/TotalAmt01619
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0SOUTHWESTERN OREGON TRAINING TRUST
IRS990/BooksInCareOfDetail/PhoneNum05417563907
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03427 ASH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0NORTH BEND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OR
IRS990/BooksInCareOfDetail/USAddress/ZIPCd097459
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/CashNonInterestBearingGrp/BOYAmt087277
IRS990/CashNonInterestBearingGrp/EOYAmt0136027
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt039
IRS990/CYOtherExpensesAmt080951
IRS990/CYOtherRevenueAmt07018
IRS990/CYProgramServiceRevenueAmt0217018
IRS990/CYRevenuesLessExpensesAmt068634
IRS990/CYSalariesCompEmpBnftPaidAmt074490
IRS990/CYTotalExpensesAmt0155441
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0224075
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt016117
IRS990/DepreciationDepletionGrp/TotalAmt016117
IRS990/Desc0SOUTHWESTERN OREGON TRAINING TRUST PROVIDES APPRENTICESHIP OPPORTUNITIES AND TRAINING TO UNION MEMBERS, VARIOUS CLASSES ARE OFFERED THROUGHOUT THE YEAR TO PROVIDE TRAINING TO MEMBERS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt099630
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02448
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02947
IRS990/FeesForServicesOtherGrp/TotalAmt05395
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0ROBERT WESTERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm1MONIQUE DE BOER
IRS990/Form990PartVIISectionAGrp/PersonNm2GARY THIES
IRS990/Form990PartVIISectionAGrp/PersonNm3ERIC SHERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4BEN GAUVAIN
IRS990/Form990PartVIISectionAGrp/PersonNm5JASON MAULT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0224075
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt05291
IRS990/InsuranceGrp/TotalAmt05291
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt039
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt039
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0153556
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0279014
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0298858
IRS990/LandBldgEquipCostOrOtherBssAmt0452414
IRS990/LegalDomicileStateCd0OR
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0364956
IRS990/NetAssetsOrFundBalancesEOYAmt0433590
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt012096
IRS990/OccupancyGrp/TotalAmt012096
IRS990/OfficeExpensesGrp/ProgramServicesAmt02846
IRS990/OfficeExpensesGrp/TotalAmt02846
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07597
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt07596
IRS990/OtherEmployeeBenefitsGrp/TotalAmt015193
IRS990/OtherExpensesGrp/Desc0PURCHASE OF BOOKS
IRS990/OtherExpensesGrp/Desc1UTILITIES
IRS990/OtherExpensesGrp/Desc2CLASSROOM SUPPLIES
IRS990/OtherExpensesGrp/Desc3PROPERTY TAXES
IRS990/OtherExpensesGrp/ProgramServicesAmt025533
IRS990/OtherExpensesGrp/ProgramServicesAmt16533
IRS990/OtherExpensesGrp/ProgramServicesAmt23214
IRS990/OtherExpensesGrp/ProgramServicesAmt31293
IRS990/OtherExpensesGrp/TotalAmt025533
IRS990/OtherExpensesGrp/TotalAmt16533
IRS990/OtherExpensesGrp/TotalAmt23214
IRS990/OtherExpensesGrp/TotalAmt31293
IRS990/OtherRevenueMiscGrp/Desc0RENT INCOME
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt06930
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt188
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06930
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt188
IRS990/OtherRevenueTotalAmt07018
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt026868
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt026867
IRS990/OtherSalariesAndWagesGrp/TotalAmt053735
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02781
IRS990/PayrollTaxesGrp/ProgramServicesAmt02781
IRS990/PayrollTaxesGrp/TotalAmt05562
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ROBERT WESTERMAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/Desc1SALE OF BOOKS/TUITION
IRS990/ProgramServiceRevenueGrp/Desc2REIMBURSEMENTS FROM MHCC
IRS990/ProgramServiceRevenueGrp/Desc3APPLICATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0190373
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt119424
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25921
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0190373
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt119424
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25921
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31300
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SOUTHWESTERN OREGON TRAINING TRUST PROVIDES APPRENTICESHIP OPPORTUNITIES AND TRAINING TO UNION MEMBERS, VARIOUS CLASSES ARE OFFERED THROUGHOUT THE YEAR TO PROVIDE TRAINING TO MEMBERS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt016117
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt013
IRS990/PymtTravelEntrtnmntPubOfclGrp/ProgramServicesAmt01014
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt01014
IRS990/PYOtherExpensesAmt067687
IRS990/PYOtherRevenueAmt08688
IRS990/PYProgramServiceRevenueAmt0187361
IRS990/PYRevenuesLessExpensesAmt058393
IRS990/PYSalariesCompEmpBnftPaidAmt064882
IRS990/PYTotalExpensesAmt0137669
IRS990/PYTotalProfFndrsngExpnsAmt05100
IRS990/PYTotalRevenueAmt0196062
IRS990/ReconcilationRevenueExpnssAmt068634
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0224075
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0196062
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0166011
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0122374
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt090084
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0798606
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0798606
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0224075
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0196062
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0166011
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0122374
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt090084
IRS990ScheduleA/Total509Grp/TotalAmt0798606
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0224075
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0196062
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0166011
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0122374
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt090084
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0798606
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt099458
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0144343
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0243801
IRS990ScheduleD/EquipmentGrp/BookValueAmt04158
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02618
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt06776
IRS990ScheduleD/ExpensesSubtotalAmt0155441
IRS990ScheduleD/LandGrp/BookValueAmt0161617
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0161617
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt033625
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06595
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt040220
IRS990ScheduleD/RevenueSubtotalAmt0224075
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0298858
IRS990ScheduleD/TotalExpensesPerForm990Amt0155441
IRS990ScheduleD/TotalRevenuePerForm990Amt0224075
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0224075
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0155441
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0KYLE ELECTRIC INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt1KYLE ELECTRIC INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0EMPLOYEE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1PRESIDENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt01468
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt128092
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SOUTHWESTERN OREGON TRAINING TRUST PROVIDES APPRENTICESHIP OPPORTUNITIES AND TRAINING TO UNION MEMBERS, VARIOUS CLASSES ARE OFFERED THROUGHOUT THE YEAR TO PROVIDE TRAINING TO MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0366291
IRS990/TotalAssetsEOYAmt0434885
IRS990/TotalAssetsGrp/BOYAmt0366291
IRS990/TotalAssetsGrp/EOYAmt0434885
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt039694
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0115747
IRS990/TotalFunctionalExpensesGrp/TotalAmt0155441
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01335
IRS990/TotalLiabilitiesEOYAmt01295
IRS990/TotalLiabilitiesGrp/BOYAmt01335
IRS990/TotalLiabilitiesGrp/EOYAmt01295
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0364956
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0433590
IRS990/TotalOtherProgSrvcExpenseAmt016117
IRS990/TotalProgramServiceExpensesAmt0115747
IRS990/TotalProgramServiceRevenueAmt0217018
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0224075
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0224075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0366291
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0434885
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0364956
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0433590
IRS990/USAddress/AddressLine1Txt0209 NE 52ND STREET
IRS990/USAddress/CityNm0NEWPORT
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097365
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT WESTERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05417563907
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHWESTERN OREGON TRAINING TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0936099167
ReturnHeader/Filer/PhoneNum05417563907
ReturnHeader/Filer/USAddress/AddressLine1Txt03427 ASH ST
ReturnHeader/Filer/USAddress/CityNm0NORTH BEND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097459
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId049AADC14F0340979E6B047C8588EB0F15F50FB1C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0257C6D98146C551C46AF0397760B48206112844B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.85.56.201
ReturnHeader/FilingSecurityInformation/IPDt02020-01-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:53:35
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930666162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LARRY A REIBER CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0391 N SECOND ST PO BOX 449
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COOS BAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0974200049
ReturnHeader/PreparerPersonGrp/PhoneNum05412695103
ReturnHeader/PreparerPersonGrp/PreparationDt02020-01-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY A REIBER CPA
ReturnHeader/ReturnTs02020-01-14T16:53:35-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
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
2019Detailed filing. Detailed filing data is available for this year.$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