2025-11-14T19:39:24-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 581404202 SOUTHEASTERN CARPENTERS TRAINING TRUST SOUT 7064268542 546 BLACKBURN DR MARTINEZ GA 30907 JIMMIE JORDAN EXECUTIVE DIRECTOR 5122369165 2025-11-14 1 1 ERIN CRANMER P01712644 2023319880 2025-11-14 2024 2025-03-06 01:10:19Z X JIMMIE JORDAN 546 BLACKBURN DR MARTINEZ GA 30907 5992705 0 X WWW.SECTT.NET X 1984 GA APPRENTICESHIP AND TRAINING SCHOOL X 8 7 30 0 0 0 622767 370824 3088503 2645138 23996 147990 102968 98118 3838234 3262070 0 0 0 0 1815200 1829545 0 0 0 2029706 2036535 3844906 3866080 -6672 -604010 14203078 0 208496 0 13994582 0 APPRENTICESHIP AND TRAINING SCHOOL 0 0 3509227 2743256 APPRENTICESHIP AND TRAINING SCHOOL 3509227 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 14 0 1 30 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 1 1 1 0 X JIMMIE JORDAN JR 7064268542 546 BLACKBURN DR MARTINEZ GA 30907 MARK BROWN EXECUTIVE DIRECTOR 40.00 X X 145467 0 33764 TOM JENKINS CHAIRMAN 1.00 X X 0 0 0 DANNY MACMILLAN SECRETARY 1.00 X X 0 0 0 LOGAN BROWN TRUSTEE 1.00 X 0 0 0 SEAN HARKINS TRUSTEE 1.00 X 0 0 0 DAN MORRIS TRUSTEE 1.00 X 0 0 0 ROBERT MOODY TRUSTEE 1.00 X 0 0 0 JASON KELLEY TRUSTEE 1.00 X 0 0 0 ZACHARY JACKSON TRAINING COORDINATOR 40.00 X 102515 0 33974 JEFFREY MCCARY TRAINING COORDINATOR 40.00 X 102515 0 33708 WUILIAN VALDEZ TRAINING COORDINATOR 40.00 X 102515 0 32142 DAVID DYE TRAINING COORDINATOR 40.00 X 102515 0 28122 555527 0 161710 5 0 1 0 0 370824 370824 JOB TRAINING CONTRIBUTIONS 900099 2645138 2645138 2645138 47823 47823 2805802 25000 2713732 16903 92070 8097 100167 100167 OTHER INCOME 900099 66078 66078 TOOL AND SAFETY ASSESSMENTS 900099 32040 32040 98118 3262070 2743256 0 147990 179231 179231 1241219 1241219 272489 272489 122456 122456 14150 14150 22145 22145 58099 58099 84712 84712 342494 342494 124534 124534 437633 437633 356853 356853 76467 76467 SHOP TOOLS EXPENSES AND 260991 260991 BAD DEBT EXPENSE 136649 136649 REPAIRS AND MAINTENANCE 126505 126505 9453 9453 3866080 3509227 356853 0 3976784 0 368235 0 0 635795 0 0 0 0 0 5486 0 0 0 9216778 0 0 0 0 0 0 14203078 0 203475 0 5021 0 208496 0 X 13994582 0 13994582 0 14203078 0 X -604010 7 -13390579 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 3262070 0 3262070 0 3262070 3866080 0 3866080 0 3866080 PART X, LINE 2: THE TRUST FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TRUST PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, AND DETERMINED THAT THERE WERE NO ADDITIONAL MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 4 ALL QUALIFIED APPLICANTS ARE EVALUATED WITHOUT ANY CONSIDERATION OF RACE. THERE ARE NO SCHOLARSHIPS AWARDED, THE FUND DOES NOT SOLICIT CONTRIBUTIONS. THEREFORE, NO RECORDKEEPING IS NEEDED. FORM 990, SCHEDULE E, LINE 3 ALL PUBLISHED MATERIALS INCLUDE A STATEMENT OF THE FUND'S NON-DISCRIMINATION POLICIES. 0 0 0 0 0 0 0 0 0 MARK BROWN EXECUTIVE DIRECTOR 145467 0 0 0 0 0 23320 0 10444 0 179231 0 0 0 CASH 2024-12-31 1057956 BOOK VALUE 331541530 SOUTHERN DISTRICT UBC TRAINING TRUST FUND 2840 NW 27TH AVE FORT LAUDERDALE FL 33311 501(C)(5) RECEIVABLES 2024-12-31 137240 BOOK VALUE 331541530 SOUTHERN DISTRICT UBC TRAINING TRUST FUND 2840 NW 27TH AVE FORT LAUDERDALE FL 33311 501(C)(5) PREPAID EXPENSES 2024-12-31 506 BOOK VALUE 331541530 SOUTHERN DISTRICT UBC TRAINING TRUST FUND 2840 NW 27TH AVE FORT LAUDERDALE FL 33311 501(C)(5) RIGHT OF USE ASSETS 2024-12-31 458755 BOOK VALUE 331541530 SOUTHERN DISTRICT UBC TRAINING TRUST FUND 2840 NW 27TH AVE FORT LAUDERDALE FL 33311 501(C)(5) PROPERTY AND EQUIPMENT 2024-12-31 9687874 ACTUAL COST WITH DEPRECIATION 331541530 SOUTHERN DISTRICT UBC TRAINING TRUST FUND 2840 NW 27TH AVE FORT LAUDERDALE FL 33311 501(C)(5) DEPOSITS 2024-12-31 4980 BOOK VALUE 331541530 SOUTHERN DISTRICT UBC TRAINING TRUST FUND 2840 NW 27TH AVE FORT LAUDERDALE FL 33311 501(C)(5) 1 1 0 0 1 0 0 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: JEFF MCCARY, DAVID DYE, TOM JENKINS AND JASON KELLEY PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: TOM JENKINS AND JASON KELLEY WERE APPOINTED AS TRUSTEES OF THE SOUTHERN DISTRICT UBC TRAINING TRUST FUND AFTER THE MERGER.JEFF MCCARY AND DAVID DYE WERE EMPLOYED AS INSTRUCTORS OF THE SOUTHERN DISTRICT UBC TRAINING TRUST FUND AFTER THE MERGER. FORM 990, PART V, LINE 13A GA FORM 990, PART VI, SECTION B, LINE 11B THE PREPARER OF THE FORM 990, AN OUTSIDE ACCOUNTANT, REVIEWS THE TRUST'S ANNUAL FINANCIAL STATEMENT WITH THE TRUSTEES AT THEIR ANNUAL SPRING OR FALL MEETING. HE ALSO REVIEWS WITH THEM THE FORM 990 IF REQUESTED OR IF HE BELIEVES SOMETHING UNUSUAL NEEDS TO BE REVIEWED WITH THEM ON THE FORM 990. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF DIRECTORS ANNUALLY APPROVES COMPENSATION FOR EXECUTIVE DIRECTOR. BOARD OF DIRECTORS APPROVES COMPENSATION FOR ALL KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE TRUST'S GOVERNING DOCUMENT, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE TRUST'S OFFICE IN MARTINEZ, GA. UPON REQUEST, ANYONE IS ALLOWED TO REVIEW THESE DOCUMENTS AT THEIR TRUST OFFICES DURING NORMAL WORKING HOURS, DAILY. FORM 990, PART XI, LINE 9: AMOUNTS TRANSFERRED TO OTHER PLAN, SEE ATTACHED TERMINATION STATEMENT -13,390,579. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR