Civic Intelligence

Southern California Operating &

990 • Fiscal year 2014 • EIN 23-7061941

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 14, 2016

Organization ProfileN/A
2501 West 3rd StreetLos Angeles, CA 90057

(213) 385-2889

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

33rd percentile

0.01x

Higher debt load relative to assets than 33% of similar nonprofits.

2014 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

41st percentile

0.03x

Higher debt load relative to revenue than 41% of similar nonprofits.

2014 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2014

Net Margin

95th percentile

41%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

12th percentile

$6,587

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2014 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2014

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets33rd percentile

Assets

$6,919,996

No earlier filing loaded for comparison.

Net Assets

$6,873,044

No earlier filing loaded for comparison.

Liabilities

$46,952

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin95th percentile

Revenue

$1,837,650

No earlier filing loaded for comparison.

Expenses

$1,087,120

No earlier filing loaded for comparison.

Net Income

$750,530

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2014

Assets$6,919,996
Liabilities$46,952
Net Assets$6,873,044
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$1,837,650
Expenses$1,087,120
Net Income$750,530
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 14, 2016
Return Version
2014v6.0
Gross Receipts
$2,708,856
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$6,438,406$6,873,044▲ $434,638
Investments in Publicly Traded Securities$4,919,152$5,181,334▲ $262,182
Savings and Temporary Cash Investments-$945,080-
Land, Buildings, and Equipment, Net$354,273$400,411▲ $46,138
Accounts Receivable$254,796$320,015▲ $65,219
Cash and Non-Interest-Bearing Accounts$946,513$71,166▼ $875,347
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,474,734$6,919,996▲ $445,262
Other Assets Total$0$1,990▲ $1,990
Liabilities
Accounts Payable and Accrued Expenses$36,328$38,650▲ $2,322
Other Liabilities$0$8,302▲ $8,302
Total Liabilities$36,328$46,952▲ $10,624
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,438,406$6,873,044▲ $434,638
Total Liabilities and Net Assets / Fund Balance$6,474,734$6,919,996▲ $445,262

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$283,089$417,723$700,812
Leasehold Improvements$111,798$87,734$199,532
Other Land Buildings$5,524$91,441$96,965
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleBaseTotal
Patrick MurphyTrustee-past$6,587$6,587

Board Members and Trustees

NameTitle
Edward CurlyChairman
Brian PagacTrustee
Bryan CortezTrustee
Gary YongbergTrustee
Kevin DevineTrustee
Mike NarezTrustee
Richard RosasTrustee
TOM O'MAHARTrustee
Eric SorensenTrustee-past
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,258,807
Investment Income
$578,843
Other Revenue
$0
Change in Net Assets
$750,530

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,837,650
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-315,892
Total Revenue per Audited Statements
$1,521,758
Total Revenue per Form 990
$1,837,650
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$615,310
Salaries, Compensation, and Employee Benefits$471,810
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$332,191
Occupancy---$189,296
Other Employee Benefits---$104,997
Depreciation Depletion---$94,452
Fees for Services Legal---$54,245
Office Expenses---$52,467
Fees for Service Investment Mgmnt Fees---$39,982
Insurance---$37,263
Payroll Taxes---$28,035
Fees for Services Accounting---$20,050
Travel---$16,242
Current Officers, Directors, Trustees, and Key Employees---$6,587
Conferences and Meetings---$4,230
Advertising---$3,358
Other Expenses---$1,221
Total Functional Expenses$0$0$0$1,087,120

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,087,120
Total Expenses per Audited Statements$1,087,120
Total Expenses per Form 990$1,087,120
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Vacation Accrual$8,302
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The chairman and trustees review the form 990 before it is filed with the irs.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Southern California Operating &
EIN
23-7061941
Phone
2133852889
Address
2501 WEST 3RD STREET, LOS ANGELES, CA 90057

Signing Officer

Name
Edward Curly
Title
Chairman
Phone
2133852889
Signed
2016-11-14
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
21
Volunteers
0

Preparer

Firm
Lindquist Llp
Address
600 CITY PARKWAY WEST SUITE 300, ORANGE, CA 92868
Preparer
Richard G Thiermann
Phone
7142570100
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 statments and selection of an independent accountant. This process has not changed.”

EXPLANATION FOR AMENDED FORM 990:

“Accounts receivable accrual and employer contributions income were understated by $65,219 on 2014 form 990 that was originally filed. Parts i, viii, x, xi and schedule d have been revised to increase accounts receivable from $254,796 to $320,015 and to increase employer contributions income from $1,144,119 to $1,209,338, as applicable, on the amended 2014 form 990.”

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, 2014, 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 audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The trust believes it is no longer subject to income tax examinations for the fiscal years prior to 2011.”

Raw XML Appendix361 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt087734
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0199532
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-315892
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt05524
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt091441
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt096965
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt08302
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0VACATION ACCRUAL
IRS990ScheduleD/RevenueNotReportedAmt0-315892
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01837650
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2014, 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 AUDITS BY THE TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TRUST BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE FISCAL YEARS PRIOR TO 2011.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0400411
IRS990ScheduleD/TotalExpensesPerForm990Amt01087120
IRS990ScheduleD/TotalLiabilityAmt08302
IRS990ScheduleD/TotalRevenuePerForm990Amt01837650
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01521758
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01087120
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CHAIRMAN AND TRUSTEES REVIEW THE FORM 990 BEFORE IT IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS RECEIVABLE ACCRUAL AND EMPLOYER CONTRIBUTIONS INCOME WERE UNDERSTATED BY $65,219 ON 2014 FORM 990 THAT WAS ORIGINALLY FILED. PARTS I, VIII, X, XI AND SCHEDULE D HAVE BEEN REVISED TO INCREASE ACCOUNTS RECEIVABLE FROM $254,796 TO $320,015 AND TO INCREASE EMPLOYER CONTRIBUTIONS INCOME FROM $1,144,119 TO $1,209,338, AS APPLICABLE, ON THE AMENDED 2014 FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR AMENDED FORM 990:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06474734
IRS990/TotalAssetsEOYAmt06919996
IRS990/TotalAssetsGrp/BOYAmt06474734
IRS990/TotalAssetsGrp/EOYAmt06919996
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt021
IRS990/TotalFunctionalExpensesGrp/TotalAmt01087120
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt036328
IRS990/TotalLiabilitiesEOYAmt046952
IRS990/TotalLiabilitiesGrp/BOYAmt036328
IRS990/TotalLiabilitiesGrp/EOYAmt046952
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06438406
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06873044
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt01258807
IRS990/TotalReportableCompFromOrgAmt06587
IRS990/TotalRevenueGrp/ExclusionAmt0578843
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01258807
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01837650
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06474734
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06919996
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt016242
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02501 WEST 3RD STREET
IRS990/USAddress/CityNm0LOS ANGELES
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090057
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD CURLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02133852889
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHERN CALIFORNIA OPERATING &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MAINTENANCE ENGINEERS APPREN & TNG TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0237061941
ReturnHeader/Filer/PhoneNum02133852889
ReturnHeader/Filer/USAddress/AddressLine1Txt02501 WEST 3RD STREET
ReturnHeader/Filer/USAddress/CityNm0LOS ANGELES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090057
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522385296
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LINDQUIST LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 CITY PARKWAY WEST SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ORANGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092868
ReturnHeader/PreparerPersonGrp/PhoneNum07142570100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD G THIERMANN
ReturnHeader/ReturnTs02016-11-14T17:50:27-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,919,996
Liabilities
$46,952
Net assets
$6,873,044
Revenue
$1,837,650
Expenses
$1,087,120
Net income
$750,530
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