2025-11-16T19:09:17-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 620785515 MID-SOUTH CARPENTERS REGIONAL COUNCIL TRAINING TRUST FUND MID- 4238925282 6136 AIRWAYS BOULEVARD CHATTANOOGA TN 37421 JIMMIE JORDAN JR EXECUTIVE DIRECTOR 4238925282 2025-11-16 1 1 ERIN CRANMER P01712644 2023319880 2025-11-16 2024 2025-03-06 01:10:19Z X JIMMIE JORDAN JR 6136 AIRWAYS BOULEVARD CHATTANOOGA TN 37421 6718540 0 X WWW.MSCRCTTF.ORG X 1967 TN PROVIDING QUALIFIED INSTRUCTORS, BOOKS, MATERIALS AND EQUIPMENT TO PERSONS ELIGIBLE TO PARTICIPATE IN APPRENTICEAND JOURNEYMAN TRAINING PROGRAMS, FOR TEH EDUCATION AND REFRESHER TRAINING OF JOURNEY PERSONS IN THE CARPENTER AND MILLWRIGHT TRADES. X 15 15 26 0 0 0 8187621 349866 0 6075412 151232 218026 95281 75236 8434134 6718540 0 0 0 0 2175174 2523369 0 0 0 2066109 1923151 4241283 4446520 4192851 2272020 22137474 0 4443896 0 17693578 0 PROVIDING QUALIFIED INSTRUCTORS, BOOKS, MATERIALS AND EQUIPMENT TO PERSONS ELIGIBLE TO PARTICIPATE IN APPRENTICE AND JOURNEYMAN TRAINING PROGRAMS, FOR THE EDUCATION AND REFRESHER TRAINING OF JOURNEY PERSONS IN THE CARPENTER AND MILLWRIGHT TRADES. 0 0 4086918 6089113 PROVIDED QUALIFIED INSTRUCTORS, BOOKS, MATERIALS AND EQUIPMENT TO PERSONS PARTICIPATING IN APPRENTICE AND JOURNEYMAN TRAINING PROGRAMS IN THE CARPENTER AND MILLWRIGHT TRADES. 4086918 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 5 0 1 26 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X RICKEY MOORE 4238925282 6136 AIRWAYS BLVD CHATTANOOGA TN 37421 ANNA WESLEY-CORHERN CHAIR 1.00 0.00 X X 0 0 0 MIKE PFEIFFER VICE CHAIR 1.00 0.00 X X 0 0 0 TOM JENKINS SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 VICTOR WHITE ASSISTANT SECRETARY/TREASURER 1.00 0.00 X X 0 0 0 ALLEN COOPER TRUSTEE 1.00 0.00 X 0 0 0 RODNEY GRAHAM TRUSTEE 1.00 0.00 X 0 0 0 CHRIS SMITH TRUSTEE 1.00 0.00 X 0 0 0 MATT BONER TRUSTEE 1.00 0.00 X 0 0 0 BEN MITCHELL TRUSTEE 1.00 0.00 X 0 0 0 NATE HILLER TRUSTEE 1.00 0.00 X 0 0 0 JEFF SMITH TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM CONDON TRUSTEE 1.00 0.00 X 0 0 0 JEREMY TALLENT TRUSTEE 1.00 0.00 X 0 0 0 JOHN WHITE TRUSTEE 1.00 0.00 X 0 0 0 JAY SCHUELLY TRUSTEE 1.00 0.00 X 0 0 0 RICKEY MOORE EXECUTIVE DIRECTOR 40.00 0.00 X 148473 0 24960 148473 0 24960 1 0 1 0 0 349866 349866 EMPLOYER CONTRIBUTIONS 900099 5420738 5420738 REIMBURSED TRAINING EX 900099 654674 654674 6075412 218026 218026 61535 0 61535 61535 61535 MISCELLANEOUS INCOME 900099 13701 13701 13701 6718540 6089113 0 279561 173433 173433 1758979 1758979 273276 273276 168153 168153 149528 149528 6948 6948 33790 33790 7621 7621 5643 5643 69774 69774 75074 75074 461185 461185 14192 14192 161657 161657 496373 496373 149586 149586 TRAINING SUPPLIES AND E 291934 291934 INSTRUCTOR FEES 123060 123060 AUTO EXPENSES 23966 23966 2348 2348 4446520 4086918 359602 0 72566 0 5228881 0 142326 0 788412 0 0 0 0 0 0 0 0 15905289 0 0 0 0 0 0 22137474 0 414882 0 4029014 0 4443896 0 X 17693578 0 17693578 0 22137474 0 X 2272020 -19965598 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 6718540 0 6718540 0 6718540 4446520 0 4446520 0 4446520 PART X, LINE 2: THE TRUST FUND 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 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 ALL PUBLISHED MATERIALS INCLUDE A STATEMENT OF THE FUND'S NON-DISCRIMINATION POLICIES. 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. 0 0 0 0 0 0 0 0 0 RICKEY MOORE EXECUTIVE DIRECTOR 148473 0 0 0 0 0 14560 0 10400 0 173433 0 0 0 CASH 2024-12-31 630289 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 17661998 ACTUAL COST WITH DEPRECIATION 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: RICKEY MOORE PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: RICKEY MOORE BECAME THE EASTERN AREA DIRECTOR FOR THE SOUTHERN DISTRICT UBC TRAINING TRUST FUND AFTER THE MERGER. FORM 990, PART VI, SECTION A, LINE 7A THE TRUST FUND IS ADMINISTERED BY A BOARD OF TRUSTEES WHICH CONSISTS OF SIXTEEN PERSONS,SEVEN ARE SELECTED BY THE EMPLOYERS CONTRIBUTING TO THE TRUST FUND, SEVEN ARE SELECTED BY THE UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA OR THEIR AFFILIATE BODY, ONE IS SELECTED FROM THE MANAGEMENT REPRESENTATIVES SERVING ON LOCAL TRAINING COMMITTEES, AND ONE AT LARGE MANAGEMENT TRUSTEE IS APPOINTED FROM THE AREA WITH THE LARGEST ANNUAL EMPLOYEE CONTRIBUTION. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES REVIEWS A DRAFT COPY OF THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE COMPLETED ANNUALLY AND ANY CONFLICTS ARE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES CONDUCTS AN ANNUAL EVALUATION OF THE EXECUTIVE DIRECTORS SALARY. COMPENSATION IS REVIEWED BY THE BOARD OF TRUSTEES AND APPROVED ANNUALLY FOR ALL HIGH PAID OFFICERS AND EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: AMOUNTS TRANSFERRED TO OTHER PLAN, SEE ATTACHED TERMINATION STATEMENT -19,965,598. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR