Civic Intelligence

Horizontal Directional Drill Training Trust for Southern Califo

990EZ • Fiscal year 2019 • EIN 47-5300071

Sep 01, 2018 to Aug 31, 2019 • Filed on Feb 20, 2020

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

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Net Margin

99th percentile

74%

Higher net margin than 99% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2019 filings • 501(c)5 • <$500k nonprofits • Source year 2019

Asset Growth

90th percentile

32%

Faster asset growth than 90% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-22%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • 501(c)5 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$457,412

Up $111,092 (+32%) from 2018

Net Assets

Up

$456,118

Up $109,820 (+32%) from 2018

Liabilities

Up

$1,294

Up $1,272 (+5782%) from 2018

Revenue

Down

$148,001

Down $40,797 (-22%) from 2018

Expenses

Down

$38,181

Down $1,016 (-2.6%) from 2018

Net Income

Down

$109,820

Down $39,781 (-27%) from 2018

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

2019

Assets$457,412
Liabilities$1,294
Net Assets$456,118

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

2019

Revenue$148,001
Expenses$38,181
Net Income$109,820
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Feb 20, 2020
Return Version
2018v3.1
Gross Receipts
$148,001
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
2020-02-20
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:422

Form 990EZ Part I Line 16

Description:SUBVENTION EXPENSES Amount:5300

Form 990EZ Part I Line 16

Description:BANK SERVICE CHARGES Amount:1441

Form 990EZ Part I Line 16

Description:INSURANCE Amount:4220

Form 990EZ Part I Line 16

Description:TRAINING CLASS EXPENSES Amount:596

Form 990EZ Part I Line 16

Description:TRAINING CLASS RENTAL EXPENSE Amount:440

Form 990EZ Part I Line 16

Description:DEPRECIATION EXPENSE Amount:2296

Form 990EZ Part I Line 16

Description:MISCELLANEOUS Amount:260

Form 990EZ Part II Line 24

Description:ACCOUNTS RECEIVABLE BOY Amount:25413 EOY Amount:19685

Form 990EZ Part II Line 24

Description:PREPAID EXPENSES BOY Amount:2896 EOY Amount:3882

Form 990EZ Part II Line 24

Description:FURNITURE AND EQUIPMENT BOY Amount:9167 EOY Amount:11689

Form 990EZ Part II Line 24

Description:ACCUMULATED DEPRECIATION BOY Amount:-868 EOY Amount:-3164

Raw XML Appendix149 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/BOYAmt0309712
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0425320
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0109820
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt022078
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0346320
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IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
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IRS990EZ/GrossReceiptsAmt0148001
IRS990EZ/InfoInScheduleOPartIIIInd0X
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IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0346298
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0456118
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0346298
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0456118
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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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/BOYAmt036608
IRS990EZ/OtherAssetsTotalDetail/EOYAmt032092
IRS990EZ/OtherExpensesTotalAmt014553
IRS990EZ/OtherRevenueTotalAmt0422
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TRAINING AND RETRAINING OF EMPLOYEES IN THE HORIZONTAL DIRECTIONAL DRILLING INDUSTRY.
IRS990EZ/PrintingPublicationsPostageAmt0274
IRS990EZ/ProgramServiceRevenueAmt0147579
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TRAINING AND RETRAINING OF EMPLOYEES IN THE HORIZONTAL DIRECTIONAL DRILLING INDUSTRY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt01276
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt022
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01294
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038181
IRS990EZ/TotalRevenueAmt0148001
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description:LIQUIDATED DAMAGES Amount:422
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:SUBVENTION EXPENSES Amount:5300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:BANK SERVICE CHARGES Amount:1441
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:INSURANCE Amount:4220
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:TRAINING CLASS EXPENSES Amount:596
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:TRAINING CLASS RENTAL EXPENSE Amount:440
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:DEPRECIATION EXPENSE Amount:2296
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:MISCELLANEOUS Amount:260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Description:ACCOUNTS RECEIVABLE BOY Amount:25413 EOY Amount:19685
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Description:PREPAID EXPENSES BOY Amount:2896 EOY Amount:3882
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Description:FURNITURE AND EQUIPMENT BOY Amount:9167 EOY Amount:11689
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Description:ACCUMULATED DEPRECIATION BOY Amount:-868 EOY Amount:-3164
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
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 II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11FORM 990EZ PART II LINE 24
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL DEA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06262793000
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-20
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/AtSubmissionCreationDeviceId01B503925E91267C06790CC4D902B7EBB6CF9D142
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01D553F0CC161CAB4950D5232994D4871B352D586
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId095416620200515000001
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-02-20
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/ReturnTs02020-02-20T15:11:04-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

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Filings