Civic Intelligence

Horizontal Directional Drill Training Trust for Southern Califo

990EZ • Fiscal year 2017 • EIN 47-5300071

Sep 01, 2016 to Aug 31, 2017 • Filed on Dec 26, 2017

Organization ProfileN/A
4399 Santa Anita Ave ste 200El Monte, CA 91731

(626) 279-3000

Siviq Scores

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

Liabilities / Assets

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

73rd percentile

0.02x

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

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Net Margin

99th percentile

73%

Higher net margin than 99% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

96th percentile

80%

Faster asset growth than 96% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

24th percentile

-6.4%

Faster revenue growth than 24% of similar nonprofits.

2017 filings • 501(c)5 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$198,777

Up $88,594 (+80%) from 2016

Net Assets

Up

$196,697

Up $89,238 (+83%) from 2016

Liabilities

Down

$2,080

Down $644 (-24%) from 2016

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin99th percentile

Revenue

Down

$121,494

Down $8,312 (-6.4%) from 2016

Expenses

Up

$32,256

Up $9,909 (+44%) from 2016

Net Income

Down

$89,238

Down $18,221 (-17%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$1.5M$1.0M$500K$0Assets 2016: $110,183Liabilities 2016: $2,724Net Assets 2016: $107,4592016Assets 2017: $198,777Liabilities 2017: $2,080Net Assets 2017: $196,6972017Assets 2018: $346,320Liabilities 2018: $22Net Assets 2018: $346,2982018Assets 2019: $457,412Liabilities 2019: $1,294Net Assets 2019: $456,1182019Assets 2020: $570,701Liabilities 2020: $1,040Net Assets 2020: $569,6612020Assets 2021: $688,075Liabilities 2021: $113Net Assets 2021: $687,9622021Assets 2022: $834,851Liabilities 2022: $616Net Assets 2022: $834,2352022Assets 2023: $1,068,960Liabilities 2023: $3,372Net Assets 2023: $1,065,5882023Assets 2024: $1,342,707Liabilities 2024: $916Net Assets 2024: $1,341,7912024

Highlighted filing

2017

Assets$198,777
Liabilities$2,080
Net Assets$196,697
Open 2017 Filing

Operations Trend

Revenue Growth24th percentile

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

$400K$300K$200K$100K$0Revenue 2016: $129,806Expenses 2016: $22,347Net Income 2016: $107,4592016Revenue 2017: $121,494Expenses 2017: $32,256Net Income 2017: $89,2382017Revenue 2018: $188,798Expenses 2018: $39,197Net Income 2018: $149,6012018Revenue 2019: $148,001Expenses 2019: $38,181Net Income 2019: $109,8202019Revenue 2020: $167,155Expenses 2020: $53,612Net Income 2020: $113,5432020Revenue 2021: $161,580Expenses 2021: $43,279Net Income 2021: $118,3012021Revenue 2022: $192,132Expenses 2022: $45,859Net Income 2022: $146,2732022Revenue 2023: $273,358Expenses 2023: $42,005Net Income 2023: $231,3532023Revenue 2024: $356,873Expenses 2024: $80,670Net Income 2024: $276,2032024

Highlighted filing

2017

Revenue$121,494
Expenses$32,256
Net Income$89,238
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Dec 26, 2017
Return Version
2016v3.1
Gross Receipts
$121,494
Mission and Program Overview

Mission

Training and retraining of employees in the horizontal directional drilling industry.

Program Services

DescriptionGrantsExpenses
TRAINING AND RETRAINING OF EMPLOYEES IN THE HORIZONTAL DIRECTIONAL DRILLING INDUSTRY.--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL DEATrustee-$0--
CHRISTOPHER LOERATrustee-$0--
ROBERT LONGTrustee-$0--
JOSH PENDERTrustee-$0--
KEVIN REARDONTrustee-$0--
JOHN SMITHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Horizontal Directional Drilling Training
EIN
47-5300071
In Care Of
% ROBERT GLAZA
Phone
6262793000
Address
4399 Santa Anita Ave ste 200, El Monte, CA 91731

Signing Officer

Name
Michael Dea
Title
Trustee
Phone
6262793000
Signed
2017-12-26
Discuss with paid preparer
Yes

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Douglas Waite
Phone
8187692010
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 8

“Description:LIQUIDATED DAMAGES Amount:935”

Form 990EZ Part I Line 8

“Description:INTEREST INCOME Amount:3”

Form 990EZ Part I Line 16

“Description:SUBVENTION EXPENSES Amount:2500”

Form 990EZ Part I Line 16

“Description:BANK SERVICE CHARGES Amount:1309”

Form 990EZ Part I Line 16

“Description:INSURANCE Amount:1689”

Form 990EZ Part I Line 16

“Description:MISCELLANEOUS Amount:90”

Form 990EZ Part II Line 24

“Description:ACCOUNTS RECEIVABLE BOY Amount:17948 EOY Amount:23221”

Form 990EZ Part II Line 24

“Description:PREPAID EXPENSES BOY Amount:1392 EOY Amount:1324”

Raw XML Appendix147 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROBERT GLAZA
IRS990EZ/BooksInCareOfDetail/PhoneNum06262793000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04399 SANTA ANITA AVE STE 200
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0EL MONTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0917311648
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt090843
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0174232
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt089238
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt024980
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0110183
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0198777
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0121494
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0107459
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0196697
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0107459
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0196697
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL DEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTOPHER LOERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSH PENDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KEVIN REARDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt019340
IRS990EZ/OtherAssetsTotalDetail/EOYAmt024545
IRS990EZ/OtherExpensesTotalAmt05588
IRS990EZ/OtherRevenueTotalAmt0938
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TRAINING AND RETRAINING OF EMPLOYEES IN THE HORIZONTAL DIRECTIONAL DRILLING INDUSTRY.
IRS990EZ/PrintingPublicationsPostageAmt0269
IRS990EZ/ProgramServiceRevenueAmt0120556
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRAINING AND RETRAINING OF EMPLOYEES IN THE HORIZONTAL DIRECTIONAL DRILLING INDUSTRY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt01419
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02724
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02080
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032256
IRS990EZ/TotalRevenueAmt0121494
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:LIQUIDATED DAMAGES Amount:935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:INTEREST INCOME Amount:3
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:SUBVENTION EXPENSES Amount:2500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:BANK SERVICE CHARGES Amount:1309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:INSURANCE Amount:1689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:MISCELLANEOUS Amount:90
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:ACCOUNTS RECEIVABLE BOY Amount:17948 EOY Amount:23221
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:PREPAID EXPENSES BOY Amount:1392 EOY Amount:1324
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990EZ PART II LINE 24
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL DEA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06262793000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HORIZONTAL DIRECTIONAL DRILLING TRAINING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FOR SOUTHERN CALIFORNIA
ReturnHeader/Filer/BusinessNameControlTxt0HORI
ReturnHeader/Filer/EIN0475300071
ReturnHeader/Filer/InCareOfNm0% ROBERT GLAZA
ReturnHeader/Filer/PhoneNum06262793000
ReturnHeader/Filer/USAddress/AddressLine1Txt04399 Santa Anita Ave ste 200
ReturnHeader/Filer/USAddress/CityNm0El Monte
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd091731
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId016EBD1D5E0A74C7BC61BF74EAD417BAE502868CF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08C6E67AC980B7473522F3092D30D7F22078FCE35
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId095416620180085000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-12-27
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.1.171.253
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER KAPLAN ARASE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04123 LANKERSHIM BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH HOLLYWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0916022828
ReturnHeader/PreparerPersonGrp/PhoneNum08187692010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Douglas Waite
ReturnHeader/ReturnTs02017-12-27T17:44:29-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-09-01
ReturnHeader/TaxPeriodEndDt02017-08-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$198,777
Liabilities
$2,080
Net assets
$196,697
Revenue
$121,494
Expenses
$32,256
Net income
$89,238
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.36$0.08$0.28
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.27$0.04$0.23
2022Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.19$0.05$0.15
2021Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.16$0.04$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.17$0.05$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.15$0.04$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.19$0.04$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.20$0.00$0.20$0.12$0.03$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.11$0.00$0.11$0.13$0.02$0.11