Civic Intelligence

Charlotte Electrical Joint Apprenticeship & Training Committ

990 • Fiscal year 2017 • EIN 58-2431633

Jan 01, 2017 to Dec 31, 2017 • Filed on May 18, 2018

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

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • NTEE J • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

8th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • NTEE J • $1M-$5M nonprofits • Source year 2017

Net Margin

84th percentile

28%

Higher net margin than 84% of similar nonprofits.

2017 filings • NTEE J • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2017 filings • NTEE J • $1M-$5M nonprofits • Source year 2017

Asset Growth

82nd percentile

27%

Faster asset growth than 82% of similar nonprofits.

2017 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

94th percentile

55%

Faster revenue growth than 94% of similar nonprofits.

2017 filings • NTEE J • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,099,152

Up $232,972 (+27%) from 2016

Net Assets

Up

$1,099,152

Up $238,011 (+28%) from 2016

Liabilities

Down

$0

Down $5,039 (-100%) from 2016

Revenue

Up

$845,267

Up $298,571 (+55%) from 2016

Expenses

Up

$607,256

Up $19,082 (+3.2%) from 2016

Net Income

Up

$238,011

Up $279,489 (+674%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$1,099,152
Liabilities$0
Net Assets$1,099,152

Operations Trend

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

2017

Revenue$845,267
Expenses$607,256
Net Income$238,011
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 18, 2018
Return Version
2017v2.3
Gross Receipts
$845,267
Mission and Program Overview

Mission

Training for electrical workers

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$861,141$1,099,152▲ $238,011
Savings and Temporary Cash Investments$696,050$696,384▲ $334
Cash and Non-Interest-Bearing Accounts$170,130$402,768▲ $232,638
Total Assets$866,180$1,099,152▲ $232,972
Liabilities
Other Liabilities$5,039--
Total Liabilities$5,039$0▼ $5,039
Net Assets / Fund Balance
Total Net Assets Fund Balance$861,141$1,099,152▲ $238,011
Total Liabilities and Net Assets / Fund Balance$866,180$1,099,152▲ $232,972
Compensation and Service Providers

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
$809,282
Program Service Revenue
$0
Investment Income
$380
Other Revenue
$35,605
All Other Contributions
$809,282
Change in Net Assets
$238,011

Audited Revenue Reconciliation

Revenue per Audited Statements
$845,267
Total Revenue per Audited Statements
$845,267
Total Revenue per Form 990
$845,267
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$324,372
Other Expenses$282,884
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$188,740$49,577-$238,317
Occupancy$35,447$22,663-$58,110
Other Employee Benefits$25,983$19,861-$45,844
All Other Expenses$17,387$12,610-$29,997
Office Expenses$7,019$20,712-$27,731
Payroll Taxes$16,562$4,350-$20,912
Pension Plan Contributions$11,969$7,330-$19,299
Fees for Services Accounting-$17,008-$17,008
Conferences and Meetings$12,974--$12,974
Other Expenses$10,602--$10,602
Insurance-$10,458-$10,458
Information Technology$1,200$400-$1,600
Advertising-$1,000-$1,000
Total Functional Expenses$441,287$165,969$0$607,256

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$607,256
Total Expenses per Audited Statements$607,256
Total Expenses per Form 990$607,256
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$87,909
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
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 are made available upon request to the organization.

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
Michael Hren
Title
Trustee
Signed
2018-05-18
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 XII, Line 2C

The Trustees choose the auditor, receive and review the auditors report.

Form 990, Part III, Line 4A

1. 61 apprentices participated in CEJATCs apprenticeship program accumulating approximately 172,881 hours of on the job training 2. 61 apprentices completed one or more semesters of related instruction classes. 3 1 journeyman completed OSHA 500 and 510 train the trainer courses. 4 3 journeypersons and 1 committee member completed one week of upgrade training at the Electrical Training Alliance formerly NJATC National Training Institute located in Ann Arbor, MI. 5 15 journeypersons, CE/CWs and apprentices completed an eight hour Conduit Fabrication class. 6 5 journeypersons, CE/CWs and apprentices completed an eight hour Introduction to Code class. 7 55 journeypersons and CE/CWs completed 8 hours of a NFPA 70E safety awareness class. 8 15 journeypersons, CE/CWs and apprentices completed 4 hours of a Foundations to Safety Leadership class. 9 126 journeyperson, CE/CWs, apprentices, and pre-apprentices completed 8 hours of First Aid/CPR/AED training. 10 director completed one week of Training Director education at the National Training Institute located in Ann Arbor, MI. 11 15 journerypersons, CE/CWs, apprentices and instructors completed an 8 hour Rigging class. 12 Director completed VOLT Leadership Academy training. 13 4 apprentices completed 8 hours of Scissor Lift training. 14 34 apprentices completed 4 hours of 3M Fire Protection training. 15 65 journeypersons, CE/CWs and apprentices and 15 pre-apprentices completed OSHA 10 training. 16 6 journeypersons, CE/CWs and 1 pre-apprentice completed OSHA 30 training. 17 Director completd 24 hours of IFEBP Apprenticeship training Education program training. 18 director completed one week of training at National Electrical Training Director Association. .

Raw XML Appendix398 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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IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
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IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
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IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt02906600
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0368716
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0428892
IRS990ScheduleA/Total509Grp/TotalAmt02906600
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0368716
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0428892
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IRS990ScheduleD/ExpensesSubtotalAmt0607256
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
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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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0COMPENSATION
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY THE ORGANIZATIONS AUDITOR AND IS SUBMITTED TO THE ORGANIZATION FOR REVIEW BY THE SECRETARY OF THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL ARE MADE AVAILABLE UPON REQUEST TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Trustees choose the auditor, receive and review the auditors report.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3There are no committees with authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt41. 61 apprentices participated in CEJATCs apprenticeship program accumulating approximately 172,881 hours of on the job training 2. 61 apprentices completed one or more semesters of related instruction classes. 3 1 journeyman completed OSHA 500 and 510 train the trainer courses. 4 3 journeypersons and 1 committee member completed one week of upgrade training at the Electrical Training Alliance formerly NJATC National Training Institute located in Ann Arbor, MI. 5 15 journeypersons, CE/CWs and apprentices completed an eight hour Conduit Fabrication class. 6 5 journeypersons, CE/CWs and apprentices completed an eight hour Introduction to Code class. 7 55 journeypersons and CE/CWs completed 8 hours of a NFPA 70E safety awareness class. 8 15 journeypersons, CE/CWs and apprentices completed 4 hours of a Foundations to Safety Leadership class. 9 126 journeyperson, CE/CWs, apprentices, and pre-apprentices completed 8 hours of First Aid/CPR/AED training. 10 director completed one week of Training Director education at the National Training Institute located in Ann Arbor, MI. 11 15 journerypersons, CE/CWs, apprentices and instructors completed an 8 hour Rigging class. 12 Director completed VOLT Leadership Academy training. 13 4 apprentices completed 8 hours of Scissor Lift training. 14 34 apprentices completed 4 hours of 3M Fire Protection training. 15 65 journeypersons, CE/CWs and apprentices and 15 pre-apprentices completed OSHA 10 training. 16 6 journeypersons, CE/CWs and 1 pre-apprentice completed OSHA 30 training. 17 Director completd 24 hours of IFEBP Apprenticeship training Education program training. 18 director completed one week of training at National Electrical Training Director Association. .
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XII, Line 2c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part III, Line 4a
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt0809282
IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0165969
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0441287
IRS990/TotalFunctionalExpensesGrp/TotalAmt0607256
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05039
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt05039
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0861141
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IRS990/TotalProgramServiceExpensesAmt0441287
IRS990/TotalRevenueGrp/ExclusionAmt0380
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt035605
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0845267
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0866180
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01099152
IRS990/TravelGrp/TotalAmt00
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IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01900 CROSS BEAM DR
IRS990/USAddress/CityNm0CHARLOTTE
IRS990/USAddress/StateAbbreviationCd0NC
IRS990/USAddress/ZIPCd028217
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0http://www.charlottejatc.org/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL HREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLOTTE ELECTRICAL JATC
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0582431633
ReturnHeader/Filer/PhoneNum07045237001
ReturnHeader/Filer/USAddress/AddressLine1Txt01900 CROSS BEAM DRIVE
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId037CB883FC05DE7D9E37CF914B4BEBC20A2853C36
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.213.5.54
ReturnHeader/FilingSecurityInformation/IPDt02018-05-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm016:09:51
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE POPE CPA FIRM PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05108 MONROE ROAD Suite A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0282058003
ReturnHeader/PreparerPersonGrp/PhoneNum07045687960
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Richard J Pope CPA
ReturnHeader/ReturnTs02018-05-18T12:10:25-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.85$0.61$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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