Civic Intelligence

Horizontal Directional Drill Training Trust for Southern Califo

990 • Fiscal year 2023 • EIN 47-5300071

Sep 01, 2022 to Aug 31, 2023 • Filed on Feb 20, 2024

Organization ProfileN/A
1123 Park View Dr Ste 200Covina, CA 91724

(626) 279-3000

Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.01x

Higher debt load relative to revenue than 46% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Net Margin

99th percentile

85%

Higher net margin than 99% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

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

2023 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2023

Asset Growth

91st percentile

28%

Faster asset growth than 91% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

93rd percentile

42%

Faster revenue growth than 93% of similar nonprofits.

2023 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$1,068,960

Up $234,109 (+28%) from 2022

Net Assets

Up

$1,065,588

Up $231,353 (+28%) from 2022

Liabilities

Up

$3,372

Up $2,756 (+447%) from 2022

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin99th percentile

Revenue

Up

$273,358

Up $81,226 (+42%) from 2022

Expenses

Down

$42,005

Down $3,854 (-8.4%) from 2022

Net Income

Up

$231,353

Up $85,080 (+58%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2023

Assets$1,068,960
Liabilities$3,372
Net Assets$1,065,588
Open 2023 Filing

Operations Trend

Revenue Growth93rd 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

2023

Revenue$273,358
Expenses$42,005
Net Income$231,353
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Feb 20, 2024
Return Version
2022v5.0
Gross Receipts
$273,358
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$834,235$1,065,588▲ $231,353
Savings and Temporary Cash Investments$300,000$750,000▲ $450,000
Cash and Non-Interest-Bearing Accounts$506,655$274,594▼ $232,061
Accounts Receivable$22,327$36,575▲ $14,248
Prepaid Expenses and Deferred Charges$4,357$3,900▼ $457
Land, Buildings, and Equipment, Net$1,512$3,891▲ $2,379
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$834,851$1,068,960▲ $234,109
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$616$3,372▲ $2,756
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$616$3,372▲ $2,756
Net Assets / Fund Balance
Total Net Assets Fund Balance$834,235$1,065,588▲ $231,353
Total Liabilities and Net Assets / Fund Balance$834,851$1,068,960▲ $234,109

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$42$11,647$11,689
Other Land Buildings$3,849$428$4,277
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Christopher LoeraTrustee
Josh PenderTrustee
Kevin ReardonTrustee
Michael DeaTrustee
Robert HicksTrustee
Robert LongTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$254,245
Investment Income
$19,113
Other Revenue
$0
Change in Net Assets
$231,353

Audited Revenue Reconciliation

Revenue per Audited Statements
$273,358
Total Revenue per Audited Statements
$273,358
Total Revenue per Form 990
$273,358
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$36,253
Salaries, Compensation, and Employee Benefits$5,752
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$15,000
Fees for Services Accounting---$6,100
Office Expenses---$4,779
Insurance---$4,470
Other Salaries and Wages---$3,143
Other Employee Benefits---$2,366
Depreciation Depletion---$1,897
Other Expenses---$1,400
Fees for Services Legal---$1,040
Payroll Taxes---$243
Total Functional Expenses$0$0$0$42,005

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$42,005
Total Expenses per Audited Statements$42,005
Total Expenses per Form 990$42,005
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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

PART VI, SECTION A, LINE 8B:

“There are no committees who act on behalf of the governing body.”

PART VI, SECTION B, LINE 11B:

“The trustees are sent the form 990 return to review and sign. The return is then sent back to the contract administrator to file.”

PART VI, SECTION B, LINE 12C:

“The trustees meet frequently and discuss matters as needed.”

PART VI, SECTION C, LINE 19:

“Documents are available at the stated address.”

PART VII, SECTION A, LINE 1A:

“Any trusteesdirectors' compensation and/or benefits from related tax-exempt organizations is available on those organizations' form 990.”

Filing and Contact Details

Filer

Filer Name
Horizontal Directional Drilling Training
EIN
47-5300071
In Care Of
% ROBERT GLAZA
Phone
6262793000
Address
1123 PARK VIEW DR STE 200, COVINA, CA 91724

Signing Officer

Name
Michael Dea
Title
Trustee
Phone
6262793000
Signed
2024-02-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Dea
Formed
2015
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

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

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Trust and recognize a tax liability if the Trust has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Trust and recognize a tax liability if the Trust has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalExpensesPerForm990Amt042005
IRS990ScheduleD/TotalLiabilityAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES WHO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES ARE SENT THE FORM 990 RETURN TO REVIEW AND SIGN. THE RETURN IS THEN SENT BACK TO THE CONTRACT ADMINISTRATOR TO FILE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUSTEES MEET FREQUENTLY AND DISCUSS MATTERS AS NEEDED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE AT THE STATED ADDRESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ANY TRUSTEESDIRECTORS' COMPENSATION AND/OR BENEFITS FROM RELATED TAX-EXEMPT ORGANIZATIONS IS AVAILABLE ON THOSE ORGANIZATIONS' FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, LINE 12C:
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,068,960
Liabilities
$3,372
Net assets
$1,065,588
Revenue
$273,358
Expenses
$42,005
Net income
$231,353
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