2025-11-14T19:54:04-06:00 2024-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2024-01-01 751606486 CENTRAL SOUTH CARPENTERS & MILLWRIGHTS TRAINING TRUST FUND CENT 5122369165 1825 S I-35 AUSTIN TX 78741 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 1825 S I-35 AUSTIN TX 78741 15101990 0 X HTTP://WWW.CENTRALSOUTHTRAINING.ORG/ X 2004 TX TO PROVIDE AND MAINTAIN APPRENTICE TRAINING, EDUCATION AND INSTRUCTION FOR UNION MEMBERS IN THE CARPENTRY AND MILLWRIGHTS TRADES AND UPGRADE TRAINING FOR UNION JOURNEYMEN. X 18 18 65 0 0 0 6382541 4537929 8070178 10190909 77891 229895 -3681 -17684 14526929 14941049 0 0 0 0 3285219 3681607 0 0 0 3407884 3849409 6693103 7531016 7833826 7410033 26422221 0 4703271 0 21718950 0 TO PROVIDE AND MAINTAIN APPRENTICE TRAINING, EDUCATION AND INSTRUCTION FOR UNION MEMBERS IN THE CARPENTRY AND MILLWRIGHTS TRADES AND UPGRADE TRAINING FOR UNION JOURNEYMEN. 0 0 6853312 10222115 TO PROVIDE AND MAINTAIN APPRENTICE TRAINING, EDUCATION AND INSTRUCTION FOR UNION MEMBERS IN THE CARPENTRY AND MILLWRIGHTS TRADES AND UPGRADE TRAINING FOR UNION JOURNEYMEN. 6853312 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 1 0 0 0 1 25 0 1 65 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 X JIMMIE JORDAN JR 5122369165 1825 S I-35 AUSTIN TX 78741 KAVIN GRIFFIN CHAIRMAN 1.00 1.00 X 0 0 0 BEAU SERPAS ALTERNATE TRUSTEE 1.00 0.00 X 0 0 0 ALEX SANDERS TRUSTEE 1.00 1.00 X 0 0 0 JOHN HANKS SECRETARY 1.00 1.00 X 0 0 0 HAROLD BAUR III TRUSTEE 1.00 1.00 X 0 0 0 BARRETT HAGSTETTE TRUSTEE 1.00 0.00 X 0 0 0 TIM LAMPARD TRUSTEE 1.00 0.00 X 0 0 0 MARK LITTLE TRUSTEE 1.00 1.00 X 0 0 0 JOHN MEEK TRUSTEE 1.00 0.00 X 0 0 0 DAVID MEIER TRUSTEE 1.00 0.00 X 0 0 0 RICHARD TRAVIS TRUSTEE 1.00 1.00 X 0 0 0 JEFF COVERT TRUSTEE 1.00 1.00 X 0 0 0 DARRELL VAN KIRK TRUSTEE 1.00 0.00 X 0 0 0 NEAL MCCLEARY ALTERNATE TRUSTEE 1.00 1.00 X 0 0 0 JEREMY HUGHES TRUSTEE 1.00 0.00 X 0 0 0 JOHN ROBERTS TRUSTEE 1.00 0.00 X 0 0 0 VICTORINO SANCHEZ ALTERNATE TRUSTEE 1.00 0.00 X 0 0 0 MATT THOMAS TRUSTEE 1.00 1.00 X 0 0 0 GEORGE WATLACK TRUSTEE 1.00 0.00 X 0 0 0 DANIEL FLETCHER TRUSTEE 1.00 1.00 X 0 0 0 BOYED SANDERS TRUSTEE 1.00 1.00 X 0 0 0 ERIC KASTNER EXECUTIVE DIRECTOR 40.00 0.00 X 155764 0 26360 BRYAN SPRADLEY CARPENTER DIRECTOR 40.00 0.00 X 106125 0 23400 261889 0 49760 2 0 1 0 THE YOUNGDAHL LAW FIRM PC 4203 MONTROSE BLVD SUITE 280 HOUSTON TX 77006 LEGAL SERVICES 125453 1 4537929 4537929 EMPLOYER CONTRIBUTIONS 900099 9659503 9659503 REIMBURSED EXPENSES 900099 300991 300991 BOOK INCOME 900099 230415 230415 10190909 229895 229895 112051 160941 -48890 -48890 -48890 OTHER INCOME 900099 31206 31206 31206 14941049 10222115 0 181005 182124 182124 2537819 2537819 349493 349493 377532 377532 234639 234639 118772 118772 123284 123284 19512 19512 3953 3953 411776 411776 98605 98605 948021 948021 357072 357072 13792 13792 67116 67116 883675 534655 349020 TRAINING SUPPLIES AND E 745404 745404 SECURITY 22090 22090 EDUCATION AND TRAINING 12660 12660 INSTRUCTOR FEES 11563 11563 12114 12114 7531016 6853312 677704 0 477416 0 1149288 0 0 635463 0 0 0 0 0 183101 0 0 0 19197115 0 2448680 0 0 0 0 2331158 0 26422221 0 302931 0 2069028 0 2331312 0 4703271 0 X 21718950 0 21718950 0 26422221 0 X 7410033 -29128983 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 15101990 160941 160941 14941049 0 14941049 7691957 160941 160941 7531016 0 7531016 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 160,941. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 160,941. 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 ERIC KASTNER EXECUTIVE DIRECTOR 126764 0 20000 0 9000 0 13971 0 12389 0 182124 0 0 0 CASH 2024-12-31 520521 BOOK VALUE 331541530 SOUTHERN DISTRICT UBC TRAINING TRUST FUND 2840 NW 27TH AVE FORT LAUDERDALE FL 33311 501(C)(5) INVESTMENTS 2024-12-31 6883869 BOOK VALUE 331541530 SOUTHERN DISTRICT UBC TRAINING TRUST FUND 2840 NW 27TH AVE FORT LAUDERDALE FL 33311 501(C)(5) RECEIVABLES 2024-12-31 644124 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 235700 BOOK VALUE 331541530 SOUTHERN DISTRICT UBC TRAINING TRUST FUND 2840 NW 27TH AVE FORT LAUDERDALE FL 33311 501(C)(5) OTHER CURRENT ASSETS 2024-12-31 2147279 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 18962985 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: ERIC KASTNER, BRYAN SPRADLEY, KAVIN GRIFFIN, HAROLD BAUR, JEFF COVERT, DANIEL FLETCHER, BARRETT HAGSTETTE, JOHN HANKS, NEAL MCCLEARY, DAVID MEIER, JOHN MEEK, ALEX SANDERS, BOYED SANDERS, MATT THOMAS, RICHARD TRAVIS, DARRELL VANKIRK PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: ERIC KASTNER BECAME THE WESTERN AREA DIRECTOR, AND BRYAN SPRADLEY BECAME THE AREA MANAGER FOR THE SDTTF.KAVIN GRIFFIN, HAROLD BAUR, JEFF COVERT, DANIEL FLETCHER, BARRETT HAGSTETTE, JOHN HANKS, NEAL MCCLEARY, DAVID MEIER, JOHN MEEK, ALEX SANDERS, BOYED SANDERS, MATT THOMAS, RICHARD TRAVIS, DARRELL VANKIRK ALL BECAME TRUSTEES OF THE SDTTF. FORM 990, PART VI, SECTION A, LINE 2 BOYED SANDERS IS A TRUSTEE AND IS THE FATHER OF ALEX SANDERS, ALSO A TRUSTEE. FORM 990, PART VI, SECTION B, LINE 11B NO REVIEW WAS OR WILL BE CONDUCTED. FORM 990, PART VI, SECTION B, LINE 12C ORGANIZATION MONITORS AND ENFORCES THE FUND AND MEMBERS TO BE IN COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION C, LINE 19 NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: AMOUNTS TRANSFERRED TO OTHER PLAN, SEE ATTACHED TERMINATION STATEMENT -29,128,983. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR SOUTHERN DISTRICT UBC HEALTH TRUST 2001 CALDWELL DRIVE GOODLETTSVILLE TN 37072 746075997 PROVIDING MEDICAL BENEFITS TN 501(C)(9) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0