Civic Intelligence

Charlotte Electrical Joint Apprenticeship & Training Committ

990 • Fiscal year 2016 • EIN 58-2431633

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 06, 2017

Organization Profilewww.charlottejatc.org
1900 Cross Beam DriveCharlotte, NC 28217

(704) 523-7001

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

25th percentile

-7.6%

Higher net margin than 25% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

26th percentile

-4.6%

Faster asset growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-38%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets34th percentile

Assets

Down

$866,180

Down $41,333 (-4.6%) from 2015

Net Assets

Down

$861,141

Down $41,478 (-4.6%) from 2015

Liabilities

Up

$5,039

Up $145 (+3.0%) from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin25th percentile

Revenue

Down

$546,696

Down $339,196 (-38%) from 2015

Expenses

Up

$588,174

Up $8,841 (+1.5%) from 2015

Net Income

Down

-$41,478

Down $348,037 (-114%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $420,158Liabilities 2010: $3,093Net Assets 2010: $417,0652010Assets 2011: $417,031Liabilities 2011: $2,448Net Assets 2011: $414,5832011Assets 2012: $501,050Liabilities 2012: $1,223Net Assets 2012: $499,8272012Assets 2013: $567,482Liabilities 2013: $0Net Assets 2013: $567,4822013Assets 2014: $598,086Liabilities 2014: $2,026Net Assets 2014: $596,0602014Assets 2015: $907,513Liabilities 2015: $4,894Net Assets 2015: $902,6192015Assets 2016: $866,180Liabilities 2016: $5,039Net Assets 2016: $861,1412016Assets 2017: $1,099,152Liabilities 2017: $0Net Assets 2017: $1,099,1522017Assets 2018: $3,499,814Liabilities 2018: $1,845,152Net Assets 2018: $1,654,6622018Assets 2019: $3,559,088Liabilities 2019: $1,796,557Net Assets 2019: $1,762,5312019Assets 2020: $3,503,392Liabilities 2020: $1,768,444Net Assets 2020: $1,734,9482020Assets 2021: $3,697,588Liabilities 2021: $1,676,272Net Assets 2021: $2,021,3162021Assets 2022: $3,743,422Liabilities 2022: $1,604,645Net Assets 2022: $2,138,7772022Assets 2023: $3,690,027Liabilities 2023: $1,539,217Net Assets 2023: $2,150,8102023Assets 2024: $3,657,730Liabilities 2024: $1,471,409Net Assets 2024: $2,186,3212024

Highlighted filing

2016

Assets$866,180
Liabilities$5,039
Net Assets$861,141
Open 2016 Filing

Operations Trend

Revenue Growth9th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $336,0322010Revenue 2011: $282,548Expenses 2011: $285,030Net Income 2011: -$2,4822011Expenses 2012: $278,9512012Revenue 2013: $445,213Expenses 2013: $377,558Net Income 2013: $67,6552013Revenue 2014: $383,419Expenses 2014: $354,841Net Income 2014: $28,5782014Revenue 2015: $885,892Expenses 2015: $579,333Net Income 2015: $306,5592015Revenue 2016: $546,696Expenses 2016: $588,174Net Income 2016: -$41,4782016Revenue 2017: $845,267Expenses 2017: $607,256Net Income 2017: $238,0112017Revenue 2018: $1,013,446Expenses 2018: $697,766Net Income 2018: $315,6802018Revenue 2019: $943,898Expenses 2019: $836,029Net Income 2019: $107,8692019Revenue 2020: $757,518Expenses 2020: $785,101Net Income 2020: -$27,5832020Revenue 2021: $1,212,226Expenses 2021: $925,858Net Income 2021: $286,3682021Revenue 2022: $1,101,382Expenses 2022: $983,921Net Income 2022: $117,4612022Revenue 2023: $1,313,139Expenses 2023: $1,301,106Net Income 2023: $12,0332023Revenue 2024: $1,505,150Expenses 2024: $1,469,639Net Income 2024: $35,5112024

Highlighted filing

2016

Revenue$546,696
Expenses$588,174
Net Income-$41,478
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 6, 2017
Return Version
2016v3.0
Gross Receipts
$546,696
Mission and Program Overview

Mission

Training for electrical workers

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$902,619$861,141▼ $41,478
Savings and Temporary Cash Investments$709,218$696,050▼ $13,168
Cash and Non-Interest-Bearing Accounts$198,295$170,130▼ $28,165
Total Assets$907,513$866,180▼ $41,333
Liabilities
Other Liabilities$4,894$5,039▲ $145
Total Liabilities$4,894$5,039▲ $145
Net Assets / Fund Balance
Total Net Assets Fund Balance$902,619$861,141▼ $41,478
Total Liabilities and Net Assets / Fund Balance$907,513$866,180▼ $41,333
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Andrew WilliamsTrustee
Chip GayTrustee
Chris SvetlickTrustee
DOUG McDANIELTrustee
Edgar BrownTrustee
Jared BarfieldTrustee
Michael HrenTrustee
Tommy HillTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$504,148
Program Service Revenue
$0
Investment Income
$388
Other Revenue
$42,160
All Other Contributions
$504,148
Change in Net Assets
$-41,478

Audited Revenue Reconciliation

Revenue per Audited Statements
$546,696
Total Revenue per Audited Statements
$546,696
Total Revenue per Form 990
$546,696
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$380,678
Salaries, Compensation, and Employee Benefits$207,496
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$123,152$43,414-$166,566
All Other Expenses$46,567$14,297-$60,864
Occupancy$35,414$22,642-$58,056
Conferences and Meetings$24,306--$24,306
Other Expenses$20,537$44,642-$20,537
Office Expenses$4,542$15,623-$20,165
Other Employee Benefits$9,546$7,398-$16,944
Payroll Taxes$9,465$3,336-$12,801
Pension Plan Contributions$6,653$4,532-$11,185
Insurance-$10,640-$10,640
Fees for Services Accounting-$10,023-$10,023
Information Technology$4,156$2,563-$6,719
Advertising-$555-$555
Fees for Services Legal-$330-$330
Total Functional Expenses$408,179$179,995$0$588,174

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$588,174
Total Expenses per Audited Statements$588,174
Total Expenses per Form 990$588,174
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Tina M WilliamsSpouse of Trustee Andrew WilliamsCompensationNo$73,915
Angela T SvetlickSpouse of Trustee Chris SvetlickCompensationNo$10,080
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes$5,039
Payroll Taxes Withheld-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
Yes
Business relationship with organization members
Yes
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
No
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

“Form 990 is prepared by the organizations auditor and is submitted to the organization for review by the secretary of the trustees.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are made available upon request to the orginazation.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the governing body.”

Filing and Contact Details

Filer

Filer Name
Charlotte Electrical Jatc
EIN
58-2431633
Phone
7045237001
Address
1900 CROSS BEAM DRIVE, CHARLOTTE, NC 28217

Signing Officer

Name
Jared Barfield
Title
Trustee
Signed
2017-06-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jared Barfield
Formed
1998
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
8
Employees
14

Preparer

Firm
The Pope CPA Firm Pa
Address
5108 MONROE ROAD Suite A, CHARLOTTE, NC 28205-8003
Preparer
Richard J Pope CPA
Phone
7045687960
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A

“1 40 apprentices participated in CEJATCs apprenticeship program accumulating approximately 143.005 hours of on the job training. 2 40 apprentices completed one or more semesters of related instruction classes. 3 One journeyman completed OSHA 500 and 510 train the trainer courses. 4 4 journeymen and 2 Committee members completed one week of upgrade training at the Electrical Training Alliance formerly NJATC National Training Institute located in Ann Arbor, Mi. 5 7 journeymen completed an eight hour CODE update class. 6 97 journeymen and apprentices completed 8 hours of a NFPA 70E safety awareness class. 7 120 journeymen and apprentices completed eight hours of First Aid/CPR/AED training.8 2 Committee members Chairman Secretary completed one week of Trustee continuing education. 9 Director completed one week of Training Director education. 10 14 journeymen and apprentices completed an eight hour Rigging class. 11 Director completed two weeks of a four week program, VOLT Leadership Academy. 12 77 journeymen and apprentices completed OSHA 10 training. 13 13 journeymen and apprentices completed OSHA 30 training. 14 director completed 24 hours of IFEBP Apprenticeship, Training Education program training. 15 Director completed one week of training at National Electrical Training Director Association.”

Form 990, Part XII, Line 2C

“The Trustees choose the auditor, receive, and review the auditors report”

Raw XML AppendixShowing 400 of 418 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.

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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL TAXES WITHHELD
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
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IRS990ScheduleD/TotalExpensesPerForm990Amt0588174
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1SPOUSE OF TRUSTEE CHRIS SVETLICK
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt01 40 apprentices participated in CEJATCs apprenticeship program accumulating approximately 143.005 hours of on the job training. 2 40 apprentices completed one or more semesters of related instruction classes. 3 One journeyman completed OSHA 500 and 510 train the trainer courses. 4 4 journeymen and 2 Committee members completed one week of upgrade training at the Electrical Training Alliance formerly NJATC National Training Institute located in Ann Arbor, Mi. 5 7 journeymen completed an eight hour CODE update class. 6 97 journeymen and apprentices completed 8 hours of a NFPA 70E safety awareness class. 7 120 journeymen and apprentices completed eight hours of First Aid/CPR/AED training.8 2 Committee members Chairman Secretary completed one week of Trustee continuing education. 9 Director completed one week of Training Director education. 10 14 journeymen and apprentices completed an eight hour Rigging class. 11 Director completed two weeks of a four week program, VOLT Leadership Academy. 12 77 journeymen and apprentices completed OSHA 10 training. 13 13 journeymen and apprentices completed OSHA 30 training. 14 director completed 24 hours of IFEBP Apprenticeship, Training Education program training. 15 Director completed one week of training at National Electrical Training Director Association.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Form 990 is prepared by the organizations auditor and is submitted to the organization for review by the secretary of the trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents and financial statements are made available upon request to the orginazation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Trustees choose the auditor, receive, and review the auditors report
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4There are no committees with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XII, Line 2c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section A, Line 8b
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IRS990/WebsiteAddressTxt0http://www.charlottejatc.org/
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JARED BARFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE ELECTRICAL JATC
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$866,180
Liabilities
$5,039
Net assets
$861,141
Revenue
$546,696
Expenses
$588,174
Net income
-$41,478
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.66$1.47$2.19$1.51$1.47$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.69$1.54$2.15$1.31$1.30$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$1.60$2.14$1.10$0.98$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.70$1.68$2.02$1.21$0.93$0.29
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$1.77$1.73$0.76$0.79$0.03
2019Summary only. Only limited summary data is available for this year.$3.56$1.80$1.76$0.94$0.84$0.11
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.50$1.85$1.65$1.01$0.70$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.85$0.61$0.24
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.86$0.55$0.59$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.90$0.89$0.58$0.31
2014Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.38$0.35$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.45$0.38$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.00$0.50$0.28
2011Summary only. Only limited summary data is available for this year.$0.42$0.00$0.41$0.28$0.29$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.42$0.34