Civic Intelligence

San Joaquin Valley Electrical Construction Industry LMC Trust

990EZ • Fiscal year 2016 • EIN 68-0252397

Jan 01, 2016 to Dec 31, 2016 • Filed on Jul 20, 2017

Organization ProfileN/A
1531 El Pinal DrStockton, CA 95205

(209) 462-0751

Siviq Scores

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

Liabilities / Assets

51st percentile

0.01x

Higher debt load relative to assets than 51% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

52nd percentile

0.00x

Higher debt load relative to revenue than 52% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Net Margin

14th percentile

-18%

Higher net margin than 14% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2016 filings • 501(c)6 • <$500k nonprofits • Source year 2016

Asset Growth

19th percentile

-16%

Faster asset growth than 19% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

49th percentile

0.6%

Faster revenue growth than 49% of similar nonprofits.

2016 filings • 501(c)6 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$93,523

Down $18,160 (-16%) from 2015

Net Assets

Down

$93,048

Down $18,170 (-16%) from 2015

Liabilities

Up

$475

Up $10 (+2.2%) from 2015

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin14th percentile

Revenue

Up

$98,904

Up $563 (+0.6%) from 2015

Expenses

Up

$117,074

Up $19,072 (+19%) from 2015

Net Income

Down

-$18,170

Down $18,509 (-5460%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$300K$200K$100K$0-$100KAssets 2011: $103,969Liabilities 2011: -$1502011Assets 2012: $137,916Liabilities 2012: $1062012Assets 2013: $115,493Liabilities 2013: $2612013Assets 2014: $111,192Liabilities 2014: $313Net Assets 2014: $110,8792014Assets 2015: $111,683Liabilities 2015: $465Net Assets 2015: $111,2182015Assets 2016: $93,523Liabilities 2016: $475Net Assets 2016: $93,0482016Assets 2017: $110,546Liabilities 2017: $325Net Assets 2017: $110,2212017Assets 2018: $132,828Liabilities 2018: $389Net Assets 2018: $132,4392018Assets 2019: $166,865Liabilities 2019: $366Net Assets 2019: $166,4992019Assets 2020: $190,238Liabilities 2020: $392Net Assets 2020: $189,8462020Assets 2021: $218,836Liabilities 2021: $563Net Assets 2021: $218,2732021Assets 2022: $224,481Liabilities 2022: $1,440Net Assets 2022: $223,0412022Assets 2023: $236,413Liabilities 2023: $599Net Assets 2023: $235,8142023Assets 2024: $260,890Liabilities 2024: $598Net Assets 2024: $260,2922024

Highlighted filing

2016

Assets$93,523
Liabilities$475
Net Assets$93,048
Open 2016 Filing

Operations Trend

Revenue Growth49th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $110,614Expenses 2011: $83,271Net Income 2011: $27,3432011Revenue 2012: $159,752Expenses 2012: $126,061Net Income 2012: $33,6912012Revenue 2013: $113,131Expenses 2013: $135,709Net Income 2013: -$22,5782013Revenue 2014: $82,943Expenses 2014: $87,296Net Income 2014: -$4,3532014Revenue 2015: $98,341Expenses 2015: $98,002Net Income 2015: $3392015Revenue 2016: $98,904Expenses 2016: $117,074Net Income 2016: -$18,1702016Revenue 2017: $123,146Expenses 2017: $105,973Net Income 2017: $17,1732017Revenue 2018: $142,451Expenses 2018: $119,670Net Income 2018: $22,7812018Revenue 2019: $158,662Expenses 2019: $126,588Net Income 2019: $32,0742019Revenue 2020: $150,576Expenses 2020: $127,832Net Income 2020: $22,7442020Revenue 2021: $233,560Expenses 2021: $203,656Net Income 2021: $29,9042021Revenue 2022: $246,083Expenses 2022: $234,583Net Income 2022: $11,5002022Revenue 2023: $218,409Expenses 2023: $205,300Net Income 2023: $13,1092023Revenue 2024: $241,711Expenses 2024: $221,146Net Income 2024: $20,5652024

Highlighted filing

2016

Revenue$98,904
Expenses$117,074
Net Income-$18,170
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jul 20, 2017
Return Version
2016v3.1
Gross Receipts
$98,904
Mission and Program Overview

Mission

To build a better working relationship between union electrical workers and the electrical contractors as specified in the trust agreement.

Program Services

DescriptionGrantsExpenses
TO BUILD A BETTER WORKING RELATIONSHIP BETWEEN UNION ELECTRICAL WORKERS AND THE ELECTRICAL CONTRACTORS AS SPECIFIED IN THE TRUST AGREEMENT.--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEWIS FRAINTrustee-$0--
GARY WOODYTrustee-$0--
DAN CHIVELLOTrustee-$0--
PETE HALVERTrustee-$0--
EUGENE GINITrustee-$0--
PETE MAGALLANEZTrustee-$0--
SAM KHARUFEHTrustee-$0--
BRIAN GINITrustee-$0--
Filing and Contact Details

Filer

Filer Name
San Joaquin Valley Electrical
EIN
68-0252397
In Care Of
% KIM BLADES
Phone
2094620751
Address
1531 El Pinal Dr, Stockton, CA 95205

Signing Officer

Name
Ryan Sarna
Title
secretary
Phone
2094620751
Signed
2017-07-20
Discuss with paid preparer
Yes

Preparer

Firm
Miller Kaplan Arase Llp
Address
44 MONTGOMERY ST STE 3701, SAN FRANCISCO, CA 94104-4831
Preparer
Catherine Gardner
Phone
4159563600
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 10

“Donees name:northern california lmct donees address:6250 village pkwy ste 250a dublin, ca 94568 relationship:affiliated party purpose of payment:dues to local organization amount:63669”

Form 990EZ Part I Line 16

“Description:GENERAL AND ADMINISTRATIVE EXPENSES Amount:12290”

Form 990EZ Part I Line 16

“Description:EVENTS Amount:20026”

Form 990EZ Part I Line 16

“Description:CONTRIBUTIONS AND DONATIONS FOR EVENTS Amount:11496”

Form 990EZ Part I Line 16

“Description:DEPRECIATION Amount:586”

Form 990EZ Part II Line 26

“Description:DUE TO/FROM TRAINING AND EDUCATION BOY Amount:465 EOY Amount:475”

Raw XML Appendix156 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KIM BLADES
IRS990EZ/BooksInCareOfDetail/PhoneNum02094620751
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01531 EL PINAL DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STOCKTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0952052673
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0109389
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt091814
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-18170
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04159
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0111683
IRS990EZ/Form990TotalAssetsGrp/EOYAmt093523
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt068517
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt098904
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt02294
IRS990EZ/LandAndBuildingsGrp/EOYAmt01709
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0111218
IRS990EZ/NetAssetsOrFundBalancesEOYAmt093048
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0111218
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt093048
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LEWIS FRAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GARY WOODY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DAN CHIVELLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PETE HALVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4EUGENE GINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5PETE MAGALLANEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6SAM KHARUFEH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7BRIAN GINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt044398
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO BUILD A BETTER WORKING RELATIONSHIP BETWEEN UNION ELECTRICAL WORKERS AND THE ELECTRICAL CONTRACTORS AS SPECIFIED IN THE TRUST AGREEMENT.
IRS990EZ/ProgramServiceRevenueAmt098904
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO BUILD A BETTER WORKING RELATIONSHIP BETWEEN UNION ELECTRICAL WORKERS AND THE ELECTRICAL CONTRACTORS AS SPECIFIED IN THE TRUST AGREEMENT.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0465
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0475
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0117074
IRS990EZ/TotalRevenueAmt098904
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONEES NAME:NORTHERN CALIFORNIA LMCT DONEES ADDRESS:6250 VILLAGE PKWY STE 250A DUBLIN, CA 94568 RELATIONSHIP:AFFILIATED PARTY PURPOSE OF PAYMENT:DUES TO LOCAL ORGANIZATION AMOUNT:63669
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:GENERAL AND ADMINISTRATIVE EXPENSES Amount:12290
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:EVENTS Amount:20026
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:CONTRIBUTIONS AND DONATIONS FOR EVENTS Amount:11496
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:DEPRECIATION Amount:586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:DUE TO/FROM TRAINING AND EDUCATION BOY Amount:465 EOY Amount:475
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990EZ PART I LINE 10
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 II LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RYAN SARNA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum02094620751
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0San Joaquin Valley Electrical
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Construction Industry LMC Trust
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0680252397
ReturnHeader/Filer/InCareOfNm0% KIM BLADES
ReturnHeader/Filer/PhoneNum02094620751
ReturnHeader/Filer/USAddress/AddressLine1Txt01531 El Pinal Dr
ReturnHeader/Filer/USAddress/CityNm0Stockton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095205
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0EFEF038C8C3FBB36EF58C84E4BE5A15DC5CB4839
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0895BD3731299A8643050337F2A99E55EAEE1AC5E
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId095416620172075000000
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-07-26
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.1.171.253
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER KAPLAN ARASE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt044 MONTGOMERY ST STE 3701
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0941044831
ReturnHeader/PreparerPersonGrp/PhoneNum04159563600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Catherine Gardner
ReturnHeader/ReturnTs02017-07-26T10:49:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$93,523
Liabilities
$475
Net assets
$93,048
Revenue
$98,904
Expenses
$117,074
Net income
-$18,170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.61$0.01$2.60$2.42$2.21$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.01$2.36$2.18$2.05$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.24$0.01$2.23$2.46$2.35$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.19$0.01$2.18$2.34$2.04$0.30
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$1.51$1.28$0.23
2019Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.66$1.59$1.27$0.32
2018Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.32$1.42$1.20$0.23
2017Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.10$1.23$1.06$0.17
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.93$0.99$1.17$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.11$0.98$0.98$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.83$0.87$0.04
2013Summary only. Only limited summary data is available for this year.$1.15$0.00$1.13$1.36$0.23
2012Summary only. Only limited summary data is available for this year.$1.38$0.00$1.60$1.26$0.34
2011Summary only. Only limited summary data is available for this year.$1.04$0.00$1.11$0.83$0.27