2019-06-13T12:32:18-05:00 2018-12-31 410746749 CLIFTONLARSONALLEN LLP 9901 IH-10 WEST SUITE 350 SAN ANTONIO TX 78230 990 2018-01-01 746107143 INTERNATIONAL BROTHERHOOD OF ELECTRICAL TRAINING TRUST FUND 60 INTE 2102258900 2503 BLANCO ROAD SAN ANTONIO TX 78212 PAUL GARZA CHAIRMAN 2102258900 2019-05-31 1 JENNIFER SIEMER P01263648 2102987900 2019-05-31 67.137.57.251 2019-05-31 06:58:48 CD P 7ABDF88AE6302E67C79326FB1C43098D4131D56C D7ECAC24BED8FE0C1EC4160CA76EBB2118F6713B 2018 2019-02-21 02:37:17Z JOHN MARTIN 2503 BLANCO ROAD SAN ANTONIO TX 78212 1049804 0 X WWW.SOTXJATC.ORG X 1991 TX TRAIN INDIVIDUALS AS ELECTRICIANS OR TELECOMMUNICATION TECHNICIANS. 6 4 17 4 0 0 182420 142292 682515 709166 24992 15995 8432 5778 898359 873231 0 0 0 0 428575 457839 0 0 0 395881 365832 824456 823671 73903 49560 2211300 2245078 31412 14447 2179888 2230631 TRAINING OF INDIVIDUALS TO BECOME ELECTRICIANS OR TELECOMMUNICATION TECHNICIAINS THROUGH CLASSROOM AND ON-THE-JOB TRAINING. 0 0 624477 714944 THE TRAINING OF INDIVIDUALS TO BECOME ELECTRICIANS OR TELECOMMUNICATION TECHNICIANS THROUGH CLASSROOM AND ON-THE-JOB TRAINING. DURING 2018, 33 APPRENTICES GRADUATED FROM THE ELECTRICAL TRAINING PROGRAM AND 9 GRADUATED FROM THE TELECOMMUNICATION TECHNICIAN TRAINING PROGRAM. 624477 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 17 1 0 0 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X CINDY CLAUSSEN 2102258900 2503 BLANCO ROAD SAN ANTONIO TX 78212 X PAUL GARZA CHAIRMAN 1.00 1.00 X X 0 0 0 FORREST WILSON SECRETARY 1.00 1.00 X X 0 0 0 JOHN WRIGHT PAST CHAIRMAN 1.00 1.00 X 0 0 0 DANNY MATA TRUSTEE 1.00 1.00 X 1599 0 0 ED SHIERK TRUSTEE 1.00 1.00 X 2790 0 0 JEFF HOWARD TRUSTEE 1.00 X 0 0 0 JOHN MARTIN TRAINING DIR 50.00 X 97233 0 18673 101622 0 18673 0 0 0 0 0 142292 142292 CONTRACTOR ASSESSMENTS 611600 514715 514715 TUITION AND FEES 611600 194451 194451 709166 18050 18050 160000 162055 -2055 -2055 -2055 18923 14518 4405 4405 MISCELLANEOUS INCOME 611600 1373 1373 1373 873231 714944 0 15995 120295 90221 30074 259542 194656 64886 22236 16677 5559 28070 21053 7017 27696 20772 6924 15000 15000 5243 5243 2258 1693 565 20720 20720 27896 21188 6708 2306 1153 1153 49154 24577 24577 1452 1089 363 13209 9907 3302 740 370 370 40190 20095 20095 14716 7358 7358 TEXTBOOKS 157228 157228 TRAINING AIDS 15720 15720 823671 624477 199194 0 330692 315869 262574 275089 1327 7433 6069 1360621 498970 872294 861651 736980 786400 2211300 2245078 13238 78 18174 14369 31412 14447 X 2179888 2230631 0 0 0 0 2179888 2230631 2211300 2245078 49560 1183 0 X X 0 1 X 1 0 X 402576 402576 788431 402454 385977 36210 13881 22329 133404 82635 50769 861651 CAPITAL LEASE OBLIGATION 14369 14369 X 883689 1183 1183 882506 5243 -14518 -9275 873231 832946 14518 14518 818428 5243 5243 823671 PART X, LINE 2: THE TRUST RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED FEBRUARY 1969, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE IRC. HOWEVER, THE TRUST IS REQUIRED TO PAY TAXES ON ANY UNRELATED BUSINESS INCOME. MANAGEMENT DETERMINED THAT IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. THE TRUST HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. IF SUCH INTEREST AND PENALITIES ARE INCURRED, THE TRUST WOULD MODIFY THE CASH BASIS AND RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAX JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -14,518. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 14,518. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION PUBLICIZES THROUGH LOCAL JUNIOR COLLEGES, VETERANS OUTREACH, BUILDING TRADES, OPPORTUNITY PROGRAMS, AND LOCAL HIGH SCHOOLS. SCHEDULE E, PART I, LINE 4 SCHOLARSHIPS ARE AWARDED BASED ON MERIT (GRADE AVERAGE) TO THOSE STUDENTS WHO MAINTAIN IBEW MEMBERSHIP REQUIREMENTS AS OUTLINED IN THE SCHOLARSHIP GUIDELINES. SCHEDULE E, PART I, LINE 6 THE TRUST OPERATES AS AN APPRENTICESHIP TRAINING PROGRAM AS DEFINED BY CHAPTER 133 OF THE TEXAS EDUCATION CODE. THE PROGRAM IS REGISTERED WITH THE BUREAU OF APPRENTICESHIP TRAINING OF THE U.S. DEPARTMENT OF LABOR AND APPROVED BY THE TEXAS WORKFORCE COMMISSION. THE PROGRAM IS UNDER THE DIRECTION OF AN APPRENTICESHIP COMMITTEE. THE TEXAS WORKFORCE COMMISSION ALLOCATES STATE FUNDS FOR THE SUPPORT OF THE PROGRAM THROUGH THE LOCAL EDUCATION AGENCY (LEA). THE CURRENT LEA IS DEL MAR COLLEGE. THE AMOUNT AWARDED TO THE PROGRAM IS BASED ON THE NUMBER OF STUDENTS ENROLLED IN CREDITED HOURS. THE AWARD IS COMPRISED OF TWO COMPONENTS: 1) REIMBURSEMENT OF INSTRUCTOR SALARIES AND 2) REIMBURSEMENT OF TRAINING AIDS. FORM 990, PART VI, SECTION A, LINE 7A LINE 7A EXPLANATION - THE PROGRAM IS UNDER THE DIRECTION OF AN APPRENTICESHIP COMMITTEE. THE APPRENTICESHIP COMMITTEE SHALL BE COMPOSED OF SIX (6) TRUSTEES: THREE (3) WHO ARE QUALIFIED AND DULY APPOINTED IN WRITING TO REPRESENT THE NECA CHAPTER, AND THREE (3) WHO ARE QUALIFIED AND DULY APPOINTED IN WRITING TO REPRESENT THE IBEW LOCAL UNION. THE COMMITTEE SHALL SELECT FROM ITS MEMBERSHIP, BUT NOT BOTH FROM THE SAME PARTY, A CHAIRMAN AND A SECRETARY WHO SHALL RETAIN VOTING PRIVILEGES. FINALLY, A JATC MEMBER SHALL ALSO SERVE AS A TRUSTEE. LIKEWISE, A JATC TRUSTEE MUST ALSO BE A MEMBER OF THE JATC. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOCUMENTS ALL APPRENTICESHIP COMMITTEE MEETINGS. NO SUBCOMMITTEE IS ABLE TO MAKE DECISIONS ON BEHALF OF THE APPRENTICESHIP COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - COPIES OF THE 990 ARE PROVIDED TO THE TRUSTEES FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH TRUSTEE, OFFICER, AND STAFF MEMBER SHALL RECEIVE A COPY OF THE CONFLICTS OF INTEREST POLICY ANNUALLY. IN ADDITION, EACH TRUSTEE, OFFICER, AND STAFF MEMBER SHALL ANNUALLY COMPLETE AND SIGN THE CONFLICT OF INTEREST DISCLOSURE FORM TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST THAT SUCH PERSON IS AWARE OF. FORM 990, PART VI, SECTION B, LINE 15 PERFORMANCE REVIEWS ARE CONDUCTED ANNUALLY BY THE TRUSTEES OF THE APPRENTICESHIP COMMITTEE. COMPENSATION IS ADJUSTED IN ACCORDANCE WITH THE COLLECTIVE BARGAINING AGREEMENT. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE MADE AVAILABLE FOR VIEWING AT THE ENTITY'S ADDRESS. FORM 990, PART VII, SECTION A, LINE 1A(B): FORREST WILSON AND JOHN WRIGHT SERVE ON THE BOARD OF DIRECTORS FOR THE RELATED TAX-EXEMPT ORGANIZATION: SOUTH TEXAS CHAPTER OF NECA. PAUL GARZA, ED SHIERK, AND DANNY MATA SERVE ON THE BOARD OF DIRECTORS FOR THE RELATED TAX-EXEMPT ORGANIZATION: INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 60. FORM 990, PART XII, LINE 1: THE FORM 990 WAS PREPARED USING THE MODIFIED-CASH BASIS OF ACCOUNTING. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE FILING YEAR. SOUTH TEXAS CHAPTER OF NECA 16607 BLANCO ROAD SAN ANTONIO TX 78232 741010084 MEMBERSHIP ASSN FOR ELECTRICAL CONTRACTORS TX 501(C)(6) N/A 0 IBEW LOCAL UNION NO 60 814 ARION PARKWAY SUITE 220 SAN ANTONIO TX 78216 740706082 LOCAL ELECTRICAL WORKERS UNION TX 501(C)(5) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0