Civic Intelligence

Southwestern Oregon Inside Electrcl Joint Apprenticeship Training Trst

990 • Fiscal year 2021 • EIN 93-6099167

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 20, 2022

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

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

57th percentile

17%

Higher net margin than 57% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

43rd percentile

5.9%

Faster asset growth than 43% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-19%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$544,725

Up $30,157 (+5.9%) from 2020

Net Assets

Up

$543,212

Up $29,530 (+5.7%) from 2020

Liabilities

Up

$1,513

Up $627 (+71%) from 2020

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin57th percentile

Revenue

Down

$207,169

Down $49,803 (-19%) from 2020

Expenses

Down

$172,328

Down $4,552 (-2.6%) from 2020

Net Income

Down

$34,841

Down $45,251 (-56%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2021

Assets$544,725
Liabilities$1,513
Net Assets$543,212
Open 2021 Filing

Operations Trend

Revenue Growth17th 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

2021

Revenue$207,169
Expenses$172,328
Net Income$34,841
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 20, 2022
Return Version
2020v4.0
Gross Receipts
$207,433
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$513,680$543,212▲ $29,532
Land, Buildings, and Equipment, Net$323,717$306,621▼ $17,096
Cash and Non-Interest-Bearing Accounts$190,849$238,104▲ $47,255
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$514,566$544,725▲ $30,159
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$886$1,513▲ $627
Total Liabilities$886$1,513▲ $627
Net Assets / Fund Balance
Total Net Assets Fund Balance$513,680$543,212▲ $29,532
Total Liabilities and Net Assets / Fund Balance$514,566$544,725▲ $30,159

Asset Categories

AssetBook ValueDepreciationBasis
Land$161,617-$161,617
Buildings$115,851$39,948$155,799
Leasehold Improvements$9,628$82,329$91,957
Other Land Buildings$16,133$31,252$47,385
Equipment$3,392$33,405$36,797
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Robert WestermanChairman
Ben GauvainTrustee
Chad FranklinTrustee
Eric ShermanTrustee
Jason MaultTrustee
Niq BreningTrustee
Monique De BoerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$202,372
Investment Income
$-243
Other Revenue
$5,040
Change in Net Assets
$34,841

Audited Revenue Reconciliation

Revenue per Audited Statements
$207,169
Total Revenue per Audited Statements
$207,169
Total Revenue per Form 990
$207,169
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$91,758
Salaries, Compensation, and Employee Benefits$80,570
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$29,898$29,898-$59,796
Occupancy$21,844--$21,844
Depreciation Depletion$16,832--$16,832
Other Employee Benefits$7,805$7,806-$15,611
Insurance$7,736--$7,736
Office Expenses$7,558--$7,558
Payroll Taxes$2,581$2,582-$5,163
Payment Travel Entrtnmnt Publicly Ofcl$567--$567
Other Expenses$566--$566
Total Functional Expenses$132,042$40,286$0$172,328

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$172,328
Total Expenses per Audited Statements$172,328
Total Expenses per Form 990$172,328
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Southwestern Oregon Training Trust
EIN
93-6099167
Phone
5417566997
Address
3427 Ash St, North Bend, OR 97459

Signing Officer

Name
Robert Westerman
Title
Chairman
Signed
2022-04-20
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
7
Independent Board Members
7
Employees
6

Preparer

Firm
Hmw Cpas & Associates LLC
Address
3690 BROADWAY, NORTH BEND, OR 97459
Preparer
Laura Fisher
Phone
5412699338
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Prior period adjustment - revenue error = -$5309”

Raw XML AppendixShowing 400 of 410 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/PYOtherRevenueAmt05670
IRS990/PYProgramServiceRevenueAmt0251269
IRS990/PYRevenuesLessExpensesAmt080092
IRS990/PYSalariesCompEmpBnftPaidAmt082587
IRS990/PYTotalExpensesAmt0176880
IRS990/PYTotalRevenueAmt0256972
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt034841
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0202373
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0513680
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0543212
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/BookValueAmt0115851
IRS990ScheduleD/BuildingsGrp/DepreciationAmt039948
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0155799
IRS990ScheduleD/EquipmentGrp/BookValueAmt03392
IRS990ScheduleD/EquipmentGrp/DepreciationAmt033405
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt036797
IRS990ScheduleD/ExpensesSubtotalAmt0172328
IRS990ScheduleD/LandGrp/BookValueAmt0161617
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0161617
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt09628
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt082329
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt091957
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt016133
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt031252
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt047385
IRS990ScheduleD/RevenueSubtotalAmt0207169
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0306621
IRS990ScheduleD/TotalExpensesPerForm990Amt0172328
IRS990ScheduleD/TotalRevenuePerForm990Amt0207169
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0207169
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0172328
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Prior period adjustment - revenue error = -$5309
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Decreases
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0514566
IRS990/TotalAssetsEOYAmt0544725
IRS990/TotalAssetsGrp/BOYAmt0514566
IRS990/TotalAssetsGrp/EOYAmt0544725
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt040286
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0132042
IRS990/TotalFunctionalExpensesGrp/TotalAmt0172328
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0886
IRS990/TotalLiabilitiesEOYAmt01513
IRS990/TotalLiabilitiesGrp/BOYAmt0886
IRS990/TotalLiabilitiesGrp/EOYAmt01513
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0513680
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0543212
IRS990/TotalProgramServiceExpensesAmt0132042
IRS990/TotalProgramServiceRevenueAmt0202372
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0207169
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0207169
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0514566
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0544725
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/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Westerman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Southwestern 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/PreparerFirmGrp/PreparerFirmEIN0562437610
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HMW CPAS & ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03690 BROADWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH BEND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097459

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$544,725
Liabilities
$1,513
Net assets
$543,212
Revenue
$207,169
Expenses
$172,328
Net income
$34,841
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
2021Detailed filing. Detailed filing data is available for this year.$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