Civic Intelligence

San Mateo County Electrical Apprenticeship & Training Trust

990 • Fiscal year 2017 • EIN 23-7225581

Nov 01, 2016 to Oct 31, 2017 • Filed on Sep 04, 2018

Organization ProfileWWW.SMJATC617.ORG

View Organization Page

6800 Santa Teresa Boulevard Ste 100San Jose, CA 95119

(408) 288-4400

Siviq Scores

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

Liabilities / Assets

47th percentile

0.18x

Higher debt load relative to assets than 47% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

72nd percentile

0.64x

Higher debt load relative to revenue than 72% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

53rd percentile

$180,210

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 6.0% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

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

Source year 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

$10,374,390

No earlier filing loaded for comparison.

Net Assets

$8,466,412

No earlier filing loaded for comparison.

Liabilities

$1,907,978

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin87th percentile

Revenue

$2,995,400

No earlier filing loaded for comparison.

Expenses

$1,912,512

No earlier filing loaded for comparison.

Net Income

$1,082,888

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.

$20M$15M$10M$5.0M$0Assets 2017: $10,374,390Liabilities 2017: $1,907,978Net Assets 2017: $8,466,4122017Assets 2018: $12,060,588Liabilities 2018: $1,457,681Net Assets 2018: $10,602,9072018Assets 2019: $14,088,731Liabilities 2019: $1,088,830Net Assets 2019: $12,999,9012019Assets 2020: $14,638,732Liabilities 2020: $741,917Net Assets 2020: $13,896,8152020Assets 2021: $15,665,138Liabilities 2021: $520,084Net Assets 2021: $15,145,0542021Assets 2022: $15,589,102Liabilities 2022: $390,717Net Assets 2022: $15,198,3852022Assets 2023: $16,633,620Liabilities 2023: $195,184Net Assets 2023: $16,438,4362023Assets 2024: $19,957,319Liabilities 2024: $67,132Net Assets 2024: $19,890,1872024

Highlighted filing

2017

Assets$10,374,390
Liabilities$1,907,978
Net Assets$8,466,412
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0Revenue 2017: $2,995,400Expenses 2017: $1,912,512Net Income 2017: $1,082,8882017Revenue 2018: $4,237,028Expenses 2018: $2,092,010Net Income 2018: $2,145,0182018Revenue 2019: $4,804,808Expenses 2019: $2,426,954Net Income 2019: $2,377,8542019Revenue 2020: $3,815,941Expenses 2020: $2,916,263Net Income 2020: $899,6782020Revenue 2021: $4,504,879Expenses 2021: $3,166,369Net Income 2021: $1,338,5102021Revenue 2022: $3,711,703Expenses 2022: $3,280,599Net Income 2022: $431,1042022Revenue 2023: $4,991,512Expenses 2023: $3,779,065Net Income 2023: $1,212,4472023Revenue 2024: $6,913,084Expenses 2024: $3,705,877Net Income 2024: $3,207,2072024

Highlighted filing

2017

Revenue$2,995,400
Expenses$1,912,512
Net Income$1,082,888
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2016 to Oct 31, 2017
Signed
Sep 4, 2018
Return Version
2016v3.0
Gross Receipts
$2,995,400
Mission and Program Overview

Mission

To provide journeymen and apprentice training for electrical workers covered by the collective bargaining agreement between the union and the electrical contractors

To provide journeymen and apprentice training for electrical workers covered by the collective bargaining agreement between the union and electrical contractors

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,310,297$7,348,024▲ $37,727
Savings and Temporary Cash Investments-$2,370,456-
Accounts Receivable$180,115$336,908▲ $156,793
Cash and Non-Interest-Bearing Accounts$1,877,608$307,454▼ $1,570,154
Prepaid Expenses and Deferred Charges$11,064$11,548▲ $484
Total Assets$9,379,084$10,374,390▲ $995,306
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,958,551$1,874,517▼ $84,034
Accounts Payable and Accrued Expenses$29,393$33,461▲ $4,068
Total Liabilities$1,987,944$1,907,978▼ $79,966
Net Assets / Fund Balance
Unrestricted Net Assets$7,391,140$8,466,412▲ $1,075,272
Total Net Assets Fund Balance$7,391,140$8,466,412▲ $1,075,272
Total Liabilities and Net Assets / Fund Balance$9,379,084$10,374,390▲ $995,306

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,568,896$2,048,357$5,617,253
Leasehold Improvements$2,127,883$80,703$2,208,586
Land$1,400,000-$1,400,000
Equipment$251,245$422,076$673,321
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kathleen BarberTraining DirectorFT$180,210$180,210

Board Members and Trustees

NameTitle
Dewell GoodmanChairman
Brian IwashitaTrustee
Dave MauroTrustee
Dennis AgrestiTrustee
Joe FitzgeraldTrustee
John GordonTrustee
John JonesTrustee
Matt DaveyTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$347,505
Program Service Revenue
$2,631,366
Investment Income
$16,529
Other Revenue
$0
All Other Contributions
$24,206
Change in Net Assets
$1,082,888

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,995,400
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-7,616
Total Revenue per Audited Statements
$2,987,784
Total Revenue per Form 990
$2,995,400
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$984,429
Salaries, Compensation, and Employee Benefits$928,083
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$426,126--$426,126
Depreciation Depletion$199,605$49,901-$249,506
Current Officers, Directors, Trustees, and Key Employees$180,210--$180,210
Payroll Taxes$139,828--$139,828
Other Employee Benefits$112,608--$112,608
Interest$80,864$20,216-$101,080
Conferences and Meetings$85,254--$85,254
Pension Plan Contributions$69,311--$69,311
Insurance$16,546$4,137-$20,683
Office Expenses-$18,616-$18,616
Fees for Services Management-$18,000-$18,000
All Other Expenses$15,698--$15,698
Fees for Services Accounting-$9,160-$9,160
Other Expenses$3,559$890-$4,449
Fees for Services Legal-$187-$187
Total Functional Expenses$1,748,592$163,920$0$1,912,512

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,912,512
Total Expenses per Audited Statements$1,912,512
Total Expenses per Form 990$1,912,512
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
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

“Review of form 990 by board of trustees before filing”

Form 990, Part VI, Section B, Line 12C

“Annual statements-each person shall annually sign a statement which affirms that such person: a) has received a copy of the conflict of interest policy, b) has read and understands the policy, c) has agreed to comply with the policy. Periodic reviews-are conducted to ensure that the trust operates in a manner consistant with its charitable and educational purposes and that it does not engage in activities that could jeopardize its status as an organization exempt from federal income tax.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST ONLY”

Filing and Contact Details

Filer

Filer Name
San Mateo Electrical Apprenticeship &
EIN
23-7225581
Phone
4082884400
Address
6800 SANTA TERESA BOULEVARD STE 100, SAN JOSE, CA 95119

Signing Officer

Name
Kathleen Barber
Title
Training Director
Phone
4082884400
Signed
2018-09-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathleen Barber
Formed
1971
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
22
Volunteers
0

Preparer

Firm
Ineich & Company Llp
Address
950 TOWER LANE SUITE 780, FOSTER CITY, CA 94404
Preparer
Michael T Savasta
Phone
6505738007
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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt064240
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09566
IRS990/PYOtherExpensesAmt0812711
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01892757
IRS990/PYRevenuesLessExpensesAmt0367637
IRS990/PYSalariesCompEmpBnftPaidAmt0786215
IRS990/PYTotalExpensesAmt01598926
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01966563
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01082888
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02631366
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02370456
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt03568896
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02048357
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05617253
IRS990ScheduleD/EquipmentGrp/BookValueAmt0251245
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0422076
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0673321
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01912512
IRS990ScheduleD/LandGrp/BookValueAmt01400000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01400000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02127883
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt080703
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02208586
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-7616
IRS990ScheduleD/RevenueNotReportedAmt0-7616
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02995400
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07348024
IRS990ScheduleD/TotalExpensesPerForm990Amt01912512
IRS990ScheduleD/TotalRevenuePerForm990Amt02995400
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02987784
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01912512
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0WE PUBLISH IN THE SAN MATEO TIMES A STATEMENT ON OUR POLICY AND AN INVITATION TO APPLY TO THE APPRENTICESHIP.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1WE RECEIVE A GRANT FROM THE EMPLOYEE TRAINING PROGRAM THROUGH THE STATE OF CALIFORNIA. IN ADDITION , WE RECEIVE MONTOYA FUNDING THROUGH THE COMMUNITY COLLEGE SYSTEM
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 6
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0180210
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KATHLEEN BARBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRAINING DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0180210
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REVIEW OF FORM 990 BY BOARD OF TRUSTEES BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL STATEMENTS-EACH PERSON SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, B) HAS READ AND UNDERSTANDS THE POLICY, C) HAS AGREED TO COMPLY WITH THE POLICY. PERIODIC REVIEWS-ARE CONDUCTED TO ENSURE THAT THE TRUST OPERATES IN A MANNER CONSISTANT WITH ITS CHARITABLE AND EDUCATIONAL PURPOSES AND THAT IT DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST ONLY
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
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt09379084
IRS990/TotalAssetsEOYAmt010374390
IRS990/TotalAssetsGrp/BOYAmt09379084
IRS990/TotalAssetsGrp/EOYAmt010374390
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0347505
IRS990/TotalEmployeeCnt022
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0163920
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01748592
IRS990/TotalFunctionalExpensesGrp/TotalAmt01912512
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01987944
IRS990/TotalLiabilitiesEOYAmt01907978
IRS990/TotalLiabilitiesGrp/BOYAmt01987944
IRS990/TotalLiabilitiesGrp/EOYAmt01907978
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07391140
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08466412
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01748592

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,374,390
Liabilities
$1,907,978
Net assets
$8,466,412
Revenue
$2,995,400
Expenses
$1,912,512
Net income
$1,082,888
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.0$0.07$19.9$6.91$3.71$3.21
2023Detailed filing. Detailed filing data is available for this year.$16.6$0.20$16.4$4.99$3.78$1.21
2022Detailed filing. Detailed filing data is available for this year.$15.6$0.39$15.2$3.71$3.28$0.43
2021Detailed filing. Detailed filing data is available for this year.$15.7$0.52$15.1$4.50$3.17$1.34
2020Detailed filing. Detailed filing data is available for this year.$14.6$0.74$13.9$3.82$2.92$0.90
2019Detailed filing. Detailed filing data is available for this year.$14.1$1.09$13.0$4.80$2.43$2.38
2018Detailed filing. Detailed filing data is available for this year.$12.1$1.46$10.6$4.24$2.09$2.15
2017Detailed filing. Detailed filing data is available for this year.$10.4$1.91$8.47$3.00$1.91$1.08