Civic Intelligence

San Joaquin Valley Electrical Construction Industry LMC Trust

990 • Fiscal year 2021 • EIN 68-0252397

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 30, 2022

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

47th percentile

0.00x

Higher debt load relative to assets than 47% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

47th percentile

0.00x

Higher debt load relative to revenue than 47% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Net Margin

58th percentile

13%

Higher net margin than 58% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2021 filings • 501(c)6 • <$500k nonprofits • Source year 2021

Asset Growth

63rd percentile

15%

Faster asset growth than 63% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

55%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • 501(c)6 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$218,836

Up $28,598 (+15%) from 2020

Net Assets

Up

$218,273

Up $28,427 (+15%) from 2020

Liabilities

Up

$563

Up $171 (+44%) from 2020

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin58th percentile

Revenue

Up

$233,560

Up $82,984 (+55%) from 2020

Expenses

Up

$203,656

Up $75,824 (+59%) from 2020

Net Income

Up

$29,904

Up $7,160 (+31%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2021

Assets$218,836
Liabilities$563
Net Assets$218,273
Open 2021 Filing

Operations Trend

Revenue Growth83rd 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

2021

Revenue$233,560
Expenses$203,656
Net Income$29,904
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 30, 2022
Return Version
2021v4.2
Gross Receipts
$233,560
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$80,643$110,349▲ $29,706
Investments in Publicly Traded Securities$106,114$105,714▼ $400
Land, Buildings, and Equipment, Net$3,481$2,773▼ $708
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
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
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$190,238$218,836▲ $28,598
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$392$563▲ $171
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$392$563▲ $171
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$189,846$218,273▲ $28,427
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$189,846$218,273▲ $28,427
Total Liabilities and Net Assets / Fund Balance$190,238$218,836▲ $28,598

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,773$8,784$11,557
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
Eugene GiniTrustee
Gary WoodyTrustee
Greg BonatoTrustee
Juan PerezTrustee
Lewis FrainTrustee
Pete Magallaneztrustee
brian giniTrustee
peter butlerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$232,477
Investment Income
$1,083
Other Revenue
$0
Change in Net Assets
$29,904
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$187,171
Grants and Similar Amounts Paid$16,485
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising---$35,656
Grants to Domestic Orgs---$16,485
Insurance---$2,692
Depreciation Depletion---$708
Other Expenses---$140
Total Functional Expenses$0$0$0$203,656
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Training and Education$563
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, LINE 19:

“The trust's governing documents are made available to the public upon request.”

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
Gorgina Halaufia
Title
Chair
Phone
2094620751
Signed
2022-08-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
peter butler
Formed
1978
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
275 BATTERY ST STE 1800, SAN FRANCISCO, CA 94111-3346
Preparer
Macgregor Waite
Phone
4159563600
Supplemental Narrative

Additional Explanations

Part XII, Line 1:

“The financial statements of the Trust have been prepared on the modified cash basis of accounting. Under this method, revenues are recognized when received rather than when earned, and expenses are recognized when paid rather than when incurred except for the capitalization and depreciation of furniture and equipment and amounts due to the Training and Educational Trust.”

Form 990EZ Part I Line 20

“Description:UNREALIZED (DEPRECIATION) OF INVESTMENTS Amount:-1477”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles 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.”

Raw XML Appendix388 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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IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01592
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0148984
IRS990/PYRevenuesLessExpensesAmt0150576
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt00
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0150576
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt029904
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt02773
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08784
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt011557
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0563
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO TRAINING AND EDUCATION
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles 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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02773
IRS990ScheduleD/TotalLiabilityAmt0563
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST'S GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The financial statements of the Trust have been prepared on the modified cash basis of accounting. Under this method, revenues are recognized when received rather than when earned, and expenses are recognized when paid rather than when incurred except for the capitalization and depreciation of furniture and equipment and amounts due to the Training and Educational Trust.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:UNREALIZED (DEPRECIATION) OF INVESTMENTS Amount:-1477
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 20
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0190238
IRS990/TotalAssetsEOYAmt0218836
IRS990/TotalAssetsGrp/BOYAmt0190238
IRS990/TotalAssetsGrp/EOYAmt0218836
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0203656
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0392
IRS990/TotalLiabilitiesEOYAmt0563
IRS990/TotalLiabilitiesGrp/BOYAmt0392
IRS990/TotalLiabilitiesGrp/EOYAmt0563
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0189846
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0218273
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0232477
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01083
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0232477
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0233560
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0190238
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0218836
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01531 El Pinal Dr
IRS990/USAddress/CityNm0Stockton
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095205
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gorgina Halaufia
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02094620751
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-30
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/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER KAPLAN ARASE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0275 BATTERY ST STE 1800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0941113346
ReturnHeader/PreparerPersonGrp/PhoneNum04159563600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Macgregor Waite
ReturnHeader/ReturnTs02022-08-31T15:10:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Gorgina
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Halaufia
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$218,836
Liabilities
$563
Net assets
$218,273
Revenue
$233,560
Expenses
$203,656
Net income
$29,904
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