Civic Intelligence

Southern California Operating & Maintenance Engineers Appren & Tng Trust

EIN 23-7061941 • 501(c)5 • West Covina, CA

Profile

To provide training programs for employees in the engineering and maintenance industry

PO Box 990West Covina, CA 91793

local501.org/CA

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.10x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)5 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

83rd percentile

0.32x

Higher debt load relative to revenue than 83% of similar nonprofits.

501(c)5 • $10M-$25M nonprofits • Source year 2024

Net Margin

42nd percentile

7.7%

Higher net margin than 42% of similar nonprofits.

501(c)5 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

40th percentile

5.3%

Faster asset growth than 40% of similar nonprofits.

501(c)5 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Revenue Growth

5th percentile

-17%

Faster revenue growth than 5% of similar nonprofits.

501(c)5 • $10M-$25M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$10,894,320

Up $1,070,762 (+11%) from 2022

Liabilities

Up

$1,084,290

Up $125,578 (+13%) from 2022

Net Assets

Up

$9,810,030

Up $945,184 (+11%) from 2022

Operations
Liabilities / Revenue83rd percentileNet Margin42nd percentile

Revenue

Down

$3,360,810

Down $1,518,712 (-31%) from 2022

Expenses

Up

$3,102,755

Up $2,188 (+0.1%) from 2022

Net Income

Down

$258,055

Down $1,520,900 (-85%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2014: $6,919,996Liabilities 2014: $46,952Net Assets 2014: $6,873,0442014Assets 2015: $6,764,874Liabilities 2015: $79,969Net Assets 2015: $6,684,9052015Assets 2016: $7,327,104Liabilities 2016: $299,843Net Assets 2016: $7,027,2612016Assets 2017: $7,106,372Liabilities 2017: $102,024Net Assets 2017: $7,004,3482017Assets 2018: $6,958,343Liabilities 2018: $115,163Net Assets 2018: $6,843,1802018Assets 2020: $8,238,331Liabilities 2020: $275,790Net Assets 2020: $7,962,5412020Assets 2021: $11,677,241Liabilities 2021: $3,523,845Net Assets 2021: $8,153,3962021Assets 2022: $9,823,558Liabilities 2022: $958,712Net Assets 2022: $8,864,8462022Assets 2024: $10,894,320Liabilities 2024: $1,084,290Net Assets 2024: $9,810,0302024

Highlighted filing

2024

Assets$10,894,320
Liabilities$1,084,290
Net Assets$9,810,030
Open 2024 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2014: $1,837,650Expenses 2014: $1,087,120Net Income 2014: $750,5302014Revenue 2015: $1,734,811Expenses 2015: $1,573,774Net Income 2015: $161,0372015Revenue 2016: $2,282,082Expenses 2016: $2,108,133Net Income 2016: $173,9492016Revenue 2017: $2,035,057Expenses 2017: $2,027,261Net Income 2017: $7,7962017Revenue 2018: $2,242,707Expenses 2018: $1,913,433Net Income 2018: $329,2742018Revenue 2020: $2,425,639Expenses 2020: $2,269,560Net Income 2020: $156,0792020Revenue 2021: $2,269,339Expenses 2021: $2,336,313Net Income 2021: -$66,9742021Revenue 2022: $4,879,522Expenses 2022: $3,100,567Net Income 2022: $1,778,9552022Revenue 2024: $3,360,810Expenses 2024: $3,102,755Net Income 2024: $258,0552024

Highlighted filing

2024

Revenue$3,360,810
Expenses$3,102,755
Net Income$258,055
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$10,894,320
Liabilities
$1,084,290
Net assets
$9,810,030
Revenue
$3,360,810
Expenses
$3,102,755
Net income
$258,055
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$1.08$9.81$3.36$3.10$0.26
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.82$0.96$8.86$4.88$3.10$1.78
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$3.52$8.15$2.27$2.34$0.07
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.24$0.28$7.96$2.43$2.27$0.16
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.96$0.12$6.84$2.24$1.91$0.33
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.11$0.10$7.00$2.04$2.03$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.33$0.30$7.03$2.28$2.11$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.76$0.08$6.68$1.73$1.57$0.16
2014Detailed filing. Detailed filing data is available for this year.$6.92$0.05$6.87$1.84$1.09$0.75
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$3,987,616
Mission and Program Overview

Mission

To provide training programs for employees in the engineering and maintenance industry

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,283,056$9,810,030▲ $526,974
Investments in Publicly Traded Securities$8,505,030$9,058,828▲ $553,798
Cash and Non-Interest-Bearing Accounts$536,798$587,764▲ $50,966
Accounts Receivable$275,900$330,922▲ $55,022
Land, Buildings, and Equipment, Net$112,027$84,559▼ $27,468
Savings and Temporary Cash Investments$77,495$49,690▼ $27,805
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$10,475,701$10,894,320▲ $418,619
Other Assets Total$968,451$782,557▼ $185,894
Liabilities
Other Liabilities$905,484$759,080▼ $146,404
Accounts Payable and Accrued Expenses$252,164$270,182▲ $18,018
Deferred Revenue$34,997$55,028▲ $20,031
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,192,645$1,084,290▼ $108,355
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,283,056$9,810,030▲ $526,974
Total Liabilities and Net Assets / Fund Balance$10,475,701$10,894,320▲ $418,619

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$25,441$715,038$740,479
Leasehold Improvements$59,118$22,708$81,826
Other Land Buildings$0$46,732$46,732
Other Assets Org$80,339--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Denise VukojevichTraining DirectorFT$157,163$74,116$231,279

Board Members and Trustees

NameTitle
Edward CurlyChairman
Bryan CortezTrustee
Curtis Van BuskirkTrustee
James BusalacchiTrustee
Mike NarezTrustee
Paul PowellTrustee
Tom O'MaharTrustee
Tom CrosserSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Genesis Global Recruiting INCStaffing3000 SW 148TH AVENUE SUITE 116, Miramar, FL 33027$526,843
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,000,311
Investment Income
$312,836
Other Revenue
$47,663
Change in Net Assets
$258,055

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,315,473
Revenue Not Reported on Financial Statements
$45,337
Revenue Not Reported on Form 990
$268,919
Total Revenue per Audited Statements
$3,584,392
Total Revenue per Form 990
$3,360,810
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,094,726
Other Expenses$1,008,029
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,503,613
Occupancy---$411,812
Pension Plan Contributions---$346,904
Office Expenses---$166,194
Other Employee Benefits---$165,796
Fees for Services Accounting---$90,442
Payroll Taxes---$78,413
Fees for Service Investment Mgmnt Fees---$45,337
Fees for Services Management---$43,050
Fees for Services Legal---$36,534
Insurance---$33,829
Depreciation Depletion---$27,458
Other Expenses---$17,969
Conferences and Meetings---$16,614
Travel---$14,514
Advertising---$1,672
Total Functional Expenses$0$0$0$3,102,755

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,102,755
Expenses per Audited Statements$3,057,418
Total Expenses per Audited Statements$3,057,418
Expenses Not Reported on Financial Statements$45,337
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liabilities$723,361
Due to Related Parties$35,719
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

FORM 990, PART VI, SECTION B, LINE 11B:

“A copy of the form 990 will be distributed to the board of trustees for review prior to it being finalized.”

FORM 990, PART VI, SECTION B, LINE 12C:

“Trustees annually sign a statement which affirms such person has received a copy of the conflict of interest policy, has read and understands the policy, has agreed to comply with the policy, and understands that the trust has been granted tax-exempt status and in order to maintain its status, the trust must engage primarily in activities which accomplish one or more of its tax-exempt purposes. Trustees are also required to notify the fund office of any changes in their interests that could give rise to conflicts.”

FORM 990, PART VI, SECTION C, LINE 19:

“The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.”

FORM 990, PART VI, LINE 3:

“The plan has contracted with benesys administrators inc. To be the plan administrator and perform administrative services for the plan.”

Filing and Contact Details

Filer

Filer Name
Southern California Operating &
EIN
23-7061941
In Care Of
% BARRY OSHAROW BENESYS ADMIN
Phone
6266461079
Address
PO BOX 990, WEST COVINA, CA 91793

Signing Officer

Name
Edward Curly
Title
Chairman
Phone
2133852889
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Curly
Formed
1967
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
16
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
6101 BOLLINGER CANYON ROAD STE 400, SAN RAMON, CA 94583
Preparer
Richard Thiermann
Phone
9252779100
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization has a board of trustees that assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed.”

FORM 990, PART X, LINES 2 & 11:

“During the preparation of the Form 990 for the year ended December 31, 2024, certain reclassifications were made to the beginning balances of the Saving and Temporary Cash Investments and Investments - Publicly Traded Securities accounts. These adjustments were made to align the presentation of the Form 990 with the organization's audited financial statements. The reclassifications were solely for presentation purposes and did not affect the total net assets or the overall financial position of the organization.”

Financial Statement Notes

PART X, LINE 2:

“THE TRUST HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2024 and 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDIT BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDIT FOR ANY TAX PERIODS IN PROGRESS.”

Raw XML AppendixShowing 400 of 480 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0252164
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0270182
IRS990/AccountsReceivableGrp/BOYAmt0275900
IRS990/AccountsReceivableGrp/EOYAmt0330922
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE TRAINING PROGRAMS FOR EMPLOYEES IN THE ENGINEERING AND MAINTENANCE INDUSTRY
IRS990/AdvertisingGrp/TotalAmt01672
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0BARRY OSHAROW BENESYS ADMIN
IRS990/BooksInCareOfDetail/PhoneNum06266461079
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 990
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST COVINA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091793
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0536798
IRS990/CashNonInterestBearingGrp/EOYAmt0587764
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt016614
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0526843
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03000 SW 148TH AVENUE SUITE 116
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MIRAMAR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd033027
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0GENESIS GLOBAL RECRUITING INC
IRS990/ContractorCompensationGrp/ServicesDesc0STAFFING
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0312836
IRS990/CYOtherExpensesAmt01008029
IRS990/CYOtherRevenueAmt047663
IRS990/CYProgramServiceRevenueAmt03000311
IRS990/CYRevenuesLessExpensesAmt0258055
IRS990/CYSalariesCompEmpBnftPaidAmt02094726
IRS990/CYTotalExpensesAmt03102755
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03360810
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt034997
IRS990/DeferredRevenueGrp/EOYAmt055028
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/DepreciationDepletionGrp/TotalAmt027458
IRS990/Desc0PROVIDED TRAINING PROGRAMS TO EMPLOYEES IN THE ENGINEERING AND MAINTENANCE INDUSTRY
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt016
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt090442
IRS990/FeesForServicesLegalGrp/TotalAmt036534
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt043050
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt045337
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt074116
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0DENISE VUKOJEVICH
IRS990/Form990PartVIISectionAGrp/PersonNm1Edward Curly
IRS990/Form990PartVIISectionAGrp/PersonNm2Mike Narez
IRS990/Form990PartVIISectionAGrp/PersonNm3Bryan Cortez
IRS990/Form990PartVIISectionAGrp/PersonNm4Tom O'Mahar
IRS990/Form990PartVIISectionAGrp/PersonNm5TOM CROSSER
IRS990/Form990PartVIISectionAGrp/PersonNm6JAMES BUSALACCHI
IRS990/Form990PartVIISectionAGrp/PersonNm7CURTIS VAN BUSKIRK
IRS990/Form990PartVIISectionAGrp/PersonNm8PAUL POWELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0157163
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRAINING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/OtherAmt0-265
IRS990/GainOrLossGrp/SecuritiesAmt0853
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0957
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0626437
IRS990/GrossReceiptsAmt03987616
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt033829
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0312248
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0312248
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08505030
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09058828
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0784478
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0112027
IRS990/LandBldgEquipBasisNetGrp/EOYAmt084559
IRS990/LandBldgEquipCostOrOtherBssAmt0869037
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01222
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0625584
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE TRAINING PROGRAMS FOR EMPLOYEES IN THE ENGINEERING AND MAINTENANCE INDUSTRY
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt09283056
IRS990/NetAssetsOrFundBalancesEOYAmt09810030
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0588
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0268919
IRS990/NondeductibleContributionsInd0true
IRS990/NondeductibleContriDisclInd0true
IRS990/OccupancyGrp/TotalAmt0411812
IRS990/OfficeExpensesGrp/TotalAmt0166194
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0968451
IRS990/OtherAssetsTotalGrp/EOYAmt0782557
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0165796
IRS990/OtherExpensesGrp/Desc0TRAINING EXPENSES
IRS990/OtherExpensesGrp/Desc1MISC EXPENSES
IRS990/OtherExpensesGrp/TotalAmt0102604
IRS990/OtherExpensesGrp/TotalAmt117969
IRS990/OtherLiabilitiesGrp/BOYAmt0905484
IRS990/OtherLiabilitiesGrp/EOYAmt0759080
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0SALARY REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/Desc1CERTIFICATION TESTING
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt046888
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1775
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt046888
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1775
IRS990/OtherRevenueTotalAmt047663
IRS990/OtherSalariesAndWagesGrp/TotalAmt01503613
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt078413
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0346904
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0EDWARD CURLY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03000311
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03000311
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt087755
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0972406
IRS990/PYOtherRevenueAmt051796
IRS990/PYProgramServiceRevenueAmt02262055
IRS990/PYRevenuesLessExpensesAmt0-348774
IRS990/PYSalariesCompEmpBnftPaidAmt01777974
IRS990/PYTotalExpensesAmt02750380
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02401606
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0258055
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09283056
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09810030
IRS990/SavingsAndTempCashInvstGrp/BOYAmt077495
IRS990/SavingsAndTempCashInvstGrp/EOYAmt049690
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt025441
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0715038
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0740479
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt045337
IRS990ScheduleD/ExpensesSubtotalAmt03057418
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt045337
IRS990ScheduleD/InvestmentExpensesNotIncldAmt045337
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt059118
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt022708
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt081826
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0268919
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0702218
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt180339
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RIGHT-OF-USE ASSETS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1PREPAID EXPENSES
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt046732
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt046732
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0723361
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt135719
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO RELATED PARTIES
IRS990ScheduleD/RevenueNotReportedAmt0268919
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt045337
IRS990ScheduleD/RevenueSubtotalAmt03315473
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2024 and 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE TRUST IS SUBJECT TO ROUTINE AUDIT BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDIT FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt084559
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0782557
IRS990ScheduleD/TotalExpensesPerForm990Amt03102755
IRS990ScheduleD/TotalLiabilityAmt0759080
IRS990ScheduleD/TotalRevenuePerForm990Amt03360810
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03584392
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03057418
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0157163
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt056791
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt017325
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DENISE VUKOJEVICH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRAINING DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0231279
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 WILL BE DISTRIBUTED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO IT BEING FINALIZED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, AND UNDERSTANDS THAT THE TRUST HAS BEEN GRANTED TAX-EXEMPT STATUS AND IN ORDER TO MAINTAIN ITS STATUS, THE TRUST MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TRUSTEES ARE ALSO REQUIRED TO NOTIFY THE FUND OFFICE OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN HAS CONTRACTED WITH BENESYS ADMINISTRATORS INC. TO BE THE PLAN ADMINISTRATOR AND PERFORM ADMINISTRATIVE SERVICES FOR THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5During the preparation of the Form 990 for the year ended December 31, 2024, certain reclassifications were made to the beginning balances of the Saving and Temporary Cash Investments and Investments - Publicly Traded Securities accounts. These adjustments were made to align the presentation of the Form 990 with the organization's audited financial statements. The reclassifications were solely for presentation purposes and did not affect the total net assets or the overall financial position of the organization.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, LINE 3:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART X, LINES 2 & 11:
IRS990/SchoolOperatingInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.