Civic Intelligence

San Joaquin Valley Electrical Construction Industry LMC Trust

990EZ • Fiscal year 2017 • EIN 68-0252397

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 26, 2018

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

50th percentile

0.00x

Higher debt load relative to assets than 50% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

50th percentile

0.00x

Higher debt load relative to revenue than 50% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

76th percentile

14%

Higher net margin than 76% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

75th percentile

18%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

83rd percentile

25%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$110,546

Up $17,023 (+18%) from 2016

Net Assets

Up

$110,221

Up $17,173 (+18%) from 2016

Liabilities

Down

$325

Down $150 (-32%) from 2016

Revenue

Up

$123,146

Up $24,242 (+25%) from 2016

Expenses

Down

$105,973

Down $11,101 (-9.5%) from 2016

Net Income

Up

$17,173

Up $35,343 (+195%) from 2016

Historical Trend

Balance Sheet Trend

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

2017

Assets$110,546
Liabilities$325
Net Assets$110,221

Operations Trend

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

2017

Revenue$123,146
Expenses$105,973
Net Income$17,173
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 26, 2018
Return Version
2017v2.3
Gross Receipts
$123,146
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEWIS FRAINTrustee-$0--
GARY WOODYTrustee-$0--
DAN CHIVELLOTrustee-$0--
RYAN SARNATrustee-$0--
GREG ARMSTRONGTrustee-$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
2018-06-26
Discuss with paid preparer
Yes

Preparer

Firm
Miller Kaplan Arase Llp
Address
TWO EMBARCADERO CTR STE 2280, SAN FRANCISCO, CA 94111-3919
Preparer
Catherine Gardner
Phone
4159563600
Supplemental Narrative

Additional Explanations

Form 990EZ Part I Line 10

DONEES NAME:NORTHERN CALIFORNIA LMCT DONEES ADDRESS:5934 Gibraltar Dr, Ste 205 RELATIONSHIP:AFFILIATED PARTY PURPOSE OF PAYMENT:DUES TO LOCAL ORGANIZATION AMOUNT:69488

Form 990EZ Part I Line 16

Description:GENERAL AND ADMINISTRATIVE EXPENSES Amount:6479

Form 990EZ Part I Line 16

Description:EVENTS Amount:8391

Form 990EZ Part I Line 16

Description:CONTRIBUTIONS AND DONATIONS Amount:11335

Form 990EZ Part I Line 16

Description:DEPRECIATION Amount:586

Form 990EZ Part II Line 24

Description:FURNITURE & FIXTURES BOY Amount:1709 EOY Amount:1123

Form 990EZ Part II Line 26

Description:DUE TO/FROM TRAINING AND EDUCA BOY Amount:475 EOY Amount:325

Raw XML Appendix158 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/BOYAmt091814
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0109423
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017173
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04369
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt093523
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0110546
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt074813
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0123146
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingOtherDesc0MODIFIED CASH
IRS990EZ/NetAssetsOrFundBalancesBOYAmt093048
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0110221
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt093048
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0110221
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/PersonNm3RYAN SARNA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GREG ARMSTRONG
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/BOYAmt01709
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01123
IRS990EZ/OtherExpensesTotalAmt026791
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO BUILD A BETTER WORKING RELATIONSHIP BETWEEN UNION ELECTRICAL WORKERS AND THE ELECTRICAL CONTRACTORS AS SPECIFIED IN THE TRUST AGREEMENT.
IRS990EZ/ProgramServiceRevenueAmt0123146
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/BOYAmt0475
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0325
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0105973
IRS990EZ/TotalRevenueAmt0123146
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DONEES NAME:NORTHERN CALIFORNIA LMCT DONEES ADDRESS:5934 Gibraltar Dr, Ste 205 RELATIONSHIP:AFFILIATED PARTY PURPOSE OF PAYMENT:DUES TO LOCAL ORGANIZATION AMOUNT:69488
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:GENERAL AND ADMINISTRATIVE EXPENSES Amount:6479
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:EVENTS Amount:8391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:CONTRIBUTIONS AND DONATIONS Amount:11335
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:DEPRECIATION Amount:586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:FURNITURE & FIXTURES BOY Amount:1709 EOY Amount:1123
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:DUE TO/FROM TRAINING AND EDUCA BOY Amount:475 EOY Amount:325
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 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990EZ PART II LINE 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RYAN SARNA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum02094620751
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-26
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/AtSubmissionCreationDeviceId057456663DEBBDFFFCA08BE4331757EBF4683039A
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01D553F0CC161CAB4950D5232994D4871B352D586
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId095416620181775000011
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-06-26
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.1.171.253
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER KAPLAN ARASE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0TWO EMBARCADERO CTR STE 2280
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0941113919
ReturnHeader/PreparerPersonGrp/PhoneNum04159563600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Catherine Gardner
ReturnHeader/ReturnTs02018-06-26T20:41:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
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
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