Civic Intelligence

Southern California Operating &

990 • Fiscal year 2016 • EIN 23-7061941

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

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

58th percentile

0.04x

Higher debt load relative to assets than 58% of similar nonprofits.

2016 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

73rd percentile

0.13x

Higher debt load relative to revenue than 73% of similar nonprofits.

2016 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2016

Net Margin

53rd percentile

7.6%

Higher net margin than 53% of similar nonprofits.

2016 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

44th percentile

$162,069

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2016 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2016

Asset Growth

58th percentile

8.3%

Faster asset growth than 58% of similar nonprofits.

2016 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

32%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Up

$7,327,104

Up $562,230 (+8.3%) from 2015

Net Assets

Up

$7,027,261

Up $342,356 (+5.1%) from 2015

Liabilities

Up

$299,843

Up $219,874 (+275%) from 2015

Revenue

Up

$2,282,082

Up $547,271 (+32%) from 2015

Expenses

Up

$2,108,133

Up $534,359 (+34%) from 2015

Net Income

Up

$173,949

Up $12,912 (+8.0%) from 2015

Historical Trend

Balance Sheet Trend

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

2016

Assets$7,327,104
Liabilities$299,843
Net Assets$7,027,261

Operations Trend

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

2016

Revenue$2,282,082
Expenses$2,108,133
Net Income$173,949
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$3,109,813
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$6,684,905$7,027,261▲ $342,356
Investments in Publicly Traded Securities$5,173,916$5,579,863▲ $405,947
Savings and Temporary Cash Investments$289,266$815,940▲ $526,674
Accounts Receivable$910,553$620,183▼ $290,370
Land, Buildings, and Equipment, Net$331,145$270,799▼ $60,346
Cash and Non-Interest-Bearing Accounts$37,451$14,016▼ $23,435
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,764,874$7,327,104▲ $562,230
Other Assets Total$22,543$26,303▲ $3,760
Liabilities
Accounts Payable and Accrued Expenses$61,689$216,864▲ $155,175
Deferred Revenue-$61,929-
Other Liabilities$18,280$21,050▲ $2,770
Total Liabilities$79,969$299,843▲ $219,874
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,684,905$7,027,261▲ $342,356
Total Liabilities and Net Assets / Fund Balance$6,764,874$7,327,104▲ $562,230

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$173,793$555,868$729,661
Leasehold Improvements$84,221$132,187$216,408
Other Land Buildings$12,785$45,799$58,584
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul NunezTraining DirectorFT$103,000$59,069$162,069

Board Members and Trustees

NameTitle
Edward CurlyChairman
Bryan CortezTrustee
Kevin DevineTrustee
Mike NarezTrustee
Richard RosasTrustee
Romeo SestoTrustee
TOM O'MAHARTrustee
Gary YongbergTrustee - Past
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,910,351
Investment Income
$238,328
Other Revenue
$133,403
Change in Net Assets
$173,949

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,282,082
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$168,407
Total Revenue per Audited Statements
$2,450,489
Total Revenue per Form 990
$2,282,082
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,334,601
Other Expenses$773,532
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$968,476
Other Employee Benefits---$309,831
Occupancy---$272,190
Depreciation Depletion---$91,975
Office Expenses---$68,659
Payroll Taxes---$56,294
Insurance---$55,858
Travel---$48,233
Fees for Services Legal---$45,687
Fees for Service Investment Mgmnt Fees---$43,019
Fees for Services Accounting---$42,700
Conferences and Meetings---$9,938
Other Expenses---$740
Total Functional Expenses$0$0$0$2,108,133

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,108,133
Total Expenses per Audited Statements$2,108,133
Total Expenses per Form 990$2,108,133
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$21,050
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 11B

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
2017-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Edward Curly
Formed
1967
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
20
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 statements and selection of an independent accountant. This process has not changed.

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, 2016, 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 2013.

Raw XML Appendix392 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt061689
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0216864
IRS990/AccountsReceivableGrp/BOYAmt0910553
IRS990/AccountsReceivableGrp/EOYAmt0620183
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE TRAINING PROGRAMS FOR EMPLOYEES IN THE ENGINEERING AND MAINTENANCE INDUSTRY
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PAUL NUNEZ
IRS990/BooksInCareOfDetail/PhoneNum02133852889
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02501 WEST 3RD STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0LOS ANGELES
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090057
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt037451
IRS990/CashNonInterestBearingGrp/EOYAmt014016
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt09938
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0238328
IRS990/CYOtherExpensesAmt0773532
IRS990/CYOtherRevenueAmt0133403
IRS990/CYProgramServiceRevenueAmt01910351
IRS990/CYRevenuesLessExpensesAmt0173949
IRS990/CYSalariesCompEmpBnftPaidAmt01334601
IRS990/CYTotalExpensesAmt02108133
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02282082
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/EOYAmt061929
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt091975
IRS990/Desc0PROVIDED TRAINING PROGRAMS TO EMPLOYESS IN THE ENGINEERING AND MAINTENANCE INDUSTRY
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt020
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt042700
IRS990/FeesForServicesLegalGrp/TotalAmt045687
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt043019
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.30
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt855932
IRS990/Form990PartVIISectionAGrp/PersonNm0MIKE NAREZ
IRS990/Form990PartVIISectionAGrp/PersonNm1BRYAN CORTEZ
IRS990/Form990PartVIISectionAGrp/PersonNm2TOM O'MAHAR
IRS990/Form990PartVIISectionAGrp/PersonNm3GARY YONGBERG
IRS990/Form990PartVIISectionAGrp/PersonNm4KEVIN DEVINE
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD ROSAS
IRS990/Form990PartVIISectionAGrp/PersonNm6ROMEO SESTO
IRS990/Form990PartVIISectionAGrp/PersonNm7EDWARD CURLY
IRS990/Form990PartVIISectionAGrp/PersonNm8PAUL NUNEZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8106137
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/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRAINING DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-13325
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0814406
IRS990/GrossReceiptsAmt03109813
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt055858
IRS990/InvestmentIncomeGrp/ExclusionAmt0251653
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0251653
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05173916
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05579863
IRS990/IRPDocumentCnt013
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0733854
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0331145
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0270799
IRS990/LandBldgEquipCostOrOtherBssAmt01004653
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0827731
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt09120
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt09120
IRS990/MissionDesc0TO PROVIDE TRAINING PROGRAMS FOR EMPLOYEES IN THE ENGINEERING AND MAINTENANCE INDUSTRY
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06684905
IRS990/NetAssetsOrFundBalancesEOYAmt07027261
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-13325
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-13325
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0168407
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt0272190
IRS990/OfficeExpensesGrp/TotalAmt068659
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt022543
IRS990/OtherAssetsTotalGrp/EOYAmt026303
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0309831
IRS990/OtherExpensesGrp/Desc0TRAINING EXPENSES
IRS990/OtherExpensesGrp/Desc1SPECIAL EVENTS
IRS990/OtherExpensesGrp/TotalAmt094533
IRS990/OtherExpensesGrp/TotalAmt1740
IRS990/OtherLiabilitiesGrp/BOYAmt018280
IRS990/OtherLiabilitiesGrp/EOYAmt021050
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0CERTIFICATION TESTING
IRS990/OtherRevenueMiscGrp/Desc1TRAINING COURSES
IRS990/OtherRevenueMiscGrp/Desc2ALL OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt062942
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt140510
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt220831
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt062942
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt140510
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt220831
IRS990/OtherRevenueTotalAmt0133403
IRS990/OtherSalariesAndWagesGrp/TotalAmt0968476
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt056294
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0EDWARD CURLY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1LIQUIDATED DAMAGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01892130
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt118221
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01892130
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt118221
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0342436
IRS990/PYOtherExpensesAmt0622305
IRS990/PYOtherRevenueAmt068857
IRS990/PYProgramServiceRevenueAmt01323518
IRS990/PYRevenuesLessExpensesAmt0161037
IRS990/PYSalariesCompEmpBnftPaidAmt0951469
IRS990/PYTotalExpensesAmt01573774
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01734811
IRS990/ReconcilationRevenueExpnssAmt0173949
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06684905
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07027261
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0289266
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0815940
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt0173793
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0555868
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0729661
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02108133
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt084221
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0132187
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0216408
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0168407
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012785
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt045799
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt058584
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021050
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0VACATION ACCRUAL
IRS990ScheduleD/RevenueNotReportedAmt0168407
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02282082
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS ANALYZED THE TAX POSITIONS TAKEN BY THE TRUST AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2016, 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 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0270799
IRS990ScheduleD/TotalExpensesPerForm990Amt02108133
IRS990ScheduleD/TotalLiabilityAmt021050
IRS990ScheduleD/TotalRevenuePerForm990Amt02282082
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02450489
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02108133
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0103000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt037407
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt018525
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt03137
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0PAUL NUNEZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRAINING DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0162069
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
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 STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt06764874
IRS990/TotalAssetsEOYAmt07327104
IRS990/TotalAssetsGrp/BOYAmt06764874
IRS990/TotalAssetsGrp/EOYAmt07327104
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt020
IRS990/TotalFunctionalExpensesGrp/TotalAmt02108133
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt079969
IRS990/TotalLiabilitiesEOYAmt0299843
IRS990/TotalLiabilitiesGrp/BOYAmt079969
IRS990/TotalLiabilitiesGrp/EOYAmt0299843
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06684905
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07027261
IRS990/TotalOtherCompensationAmt055932
IRS990/TotalProgramServiceRevenueAmt01910351
IRS990/TotalReportableCompFromOrgAmt0106137
IRS990/TotalRevenueGrp/ExclusionAmt0238328
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02043754
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02282082
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06764874
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07327104
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt048233
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02501 WEST 3RD STREET
IRS990/USAddress/CityNm0LOS ANGELES
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd090057
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
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/SignatureDt02017-11-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId072DCDAB48BBD05C01ADC32EAF6F951C821B03640
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06DD8E3D40C39F05221E97E07BD1CB8F36D910CAE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.7.226.66
ReturnHeader/FilingSecurityInformation/IPDt02017-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:56:15
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/ReturnTs02017-11-10T14:56:23-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings