Civic Intelligence

Horizontal Directional Drill Training Trust for Southern Califo

990EZ • Fiscal year 2018 • EIN 47-5300071

Sep 01, 2017 to Aug 31, 2018 • Filed on Jan 25, 2019

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

53rd percentile

0.00x

Higher debt load relative to assets than 53% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

53rd percentile

0.00x

Higher debt load relative to revenue than 53% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Net Margin

99th percentile

79%

Higher net margin than 99% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)5 • <$500k nonprofits • Source year 2018

Asset Growth

96th percentile

74%

Faster asset growth than 96% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

55%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • 501(c)5 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$346,320

Up $147,543 (+74%) from 2017

Net Assets

Up

$346,298

Up $149,601 (+76%) from 2017

Liabilities

Down

$22

Down $2,058 (-99%) from 2017

Revenue

Up

$188,798

Up $67,304 (+55%) from 2017

Expenses

Up

$39,197

Up $6,941 (+22%) from 2017

Net Income

Up

$149,601

Up $60,363 (+68%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$346,320
Liabilities$22
Net Assets$346,298

Operations Trend

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

2018

Revenue$188,798
Expenses$39,197
Net Income$149,601
Jump To
Filing Snapshot
Filing Period
Sep 1, 2017 to Aug 31, 2018
Signed
Jan 25, 2019
Return Version
2017v2.3
Gross Receipts
$188,798
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL DEATrustee-$0--
CHRISTOPHER LOERATrustee-$0--
ROBERT LONGTrustee-$0--
JOSH PENDERTrustee-$0--
KEVIN REARDONTrustee-$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
2019-01-25
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:969

Form 990EZ Part I Line 8

Description:DONATIONS Amount:11979

Form 990EZ Part I Line 16

Description:SUBVENTION EXPENSES Amount:4500

Form 990EZ Part I Line 16

Description:BANK SERVICE CHARGES Amount:1310

Form 990EZ Part I Line 16

Description:INSURANCE Amount:2729

Form 990EZ Part I Line 16

Description:TRAINING CLASS EXPENSES Amount:5028

Form 990EZ Part I Line 16

Description:OFFICE SUPPLIES Amount:502

Form 990EZ Part I Line 16

Description:DEPRECIATION EXPENSE Amount:868

Form 990EZ Part I Line 16

Description:MISCELLANEOUS Amount:10

Form 990EZ Part II Line 24

Description:ACCOUNTS RECEIVABLE BOY Amount:23221 EOY Amount:25413

Form 990EZ Part II Line 24

Description:PREPAID EXPENSES BOY Amount:1324 EOY Amount:2896

Form 990EZ Part II Line 24

Description:FURNITURE AND EQUIPMENT BOY Amount:EOY Amount:9167

Form 990EZ Part II Line 24

Description:ACCUMULATED DEPRECIATION BOY Amount:EOY Amount:-868

Raw XML Appendix151 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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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/BOYAmt0174232
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0309712
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0149601
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt022220
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0198777
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0346320
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0188798
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0196697
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0346298
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0196697
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0346298
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL DEA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CHRISTOPHER LOERA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT LONG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSH PENDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KEVIN REARDON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt024545
IRS990EZ/OtherAssetsTotalDetail/EOYAmt036608
IRS990EZ/OtherExpensesTotalAmt014947
IRS990EZ/OtherRevenueTotalAmt012948
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TRAINING AND RETRAINING OF EMPLOYEES IN THE HORIZONTAL DIRECTIONAL DRILLING INDUSTRY.
IRS990EZ/PrintingPublicationsPostageAmt0386
IRS990EZ/ProgramServiceRevenueAmt0175850
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRAINING AND RETRAINING OF EMPLOYEES IN THE HORIZONTAL DIRECTIONAL DRILLING INDUSTRY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt01644
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02080
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt022
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt039197
IRS990EZ/TotalRevenueAmt0188798
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:LIQUIDATED DAMAGES Amount:969
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:DONATIONS Amount:11979
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:SUBVENTION EXPENSES Amount:4500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:BANK SERVICE CHARGES Amount:1310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:INSURANCE Amount:2729
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:TRAINING CLASS EXPENSES Amount:5028
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:OFFICE SUPPLIES Amount:502
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:DEPRECIATION EXPENSE Amount:868
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:MISCELLANEOUS Amount:10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:ACCOUNTS RECEIVABLE BOY Amount:23221 EOY Amount:25413
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:PREPAID EXPENSES BOY Amount:1324 EOY Amount:2896
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:FURNITURE AND EQUIPMENT BOY Amount:EOY Amount:9167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Description:ACCUMULATED DEPRECIATION BOY Amount:EOY Amount:-868
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 I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12FORM 990EZ PART II LINE 24
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL DEA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06262793000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-25
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/AtSubmissionCreationDeviceId01D553F0CC161CAB4950D5232994D4871B352D586
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01D553F0CC161CAB4950D5232994D4871B352D586
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId095416620190305000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-01-30
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.244.147.122
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/ReturnTs02019-01-30T19:31:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-09-01
ReturnHeader/TaxPeriodEndDt02018-08-31
ReturnHeader/TaxYr02017

Document Assets

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Filings