Civic Intelligence

San Joaquin Valley Electrical Construction Industry LMC Trust

990 • Fiscal year 2023 • EIN 68-0252397

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

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

49th percentile

0.00x

Higher debt load relative to assets than 49% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

49th percentile

0.00x

Higher debt load relative to revenue than 49% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Net Margin

60th percentile

6.0%

Higher net margin than 60% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)6 • <$500k nonprofits • Source year 2023

Asset Growth

60th percentile

5.3%

Faster asset growth than 60% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-11%

Faster revenue growth than 23% of similar nonprofits.

2023 filings • 501(c)6 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$236,413

Up $11,932 (+5.3%) from 2022

Net Assets

Up

$235,814

Up $12,773 (+5.7%) from 2022

Liabilities

Down

$599

Down $841 (-58%) from 2022

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin60th percentile

Revenue

Down

$218,409

Down $27,674 (-11%) from 2022

Expenses

Down

$205,300

Down $29,283 (-12%) from 2022

Net Income

Up

$13,109

Up $1,609 (+14%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth60th 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

2023

Assets$236,413
Liabilities$599
Net Assets$235,814
Open 2023 Filing

Operations Trend

Revenue Growth23rd 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

2023

Revenue$218,409
Expenses$205,300
Net Income$13,109
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Gross Receipts
$218,409
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$122,105$132,700▲ $10,595
Investments in Publicly Traded Securities$100,311$102,356▲ $2,045
Land, Buildings, and Equipment, Net$2,065$1,357▼ $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$224,481$236,413▲ $11,932
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$1,440$599▼ $841
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$1,440$599▼ $841
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$223,041$235,814▲ $12,773
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$223,041$235,814▲ $12,773
Total Liabilities and Net Assets / Fund Balance$224,481$236,413▲ $11,932

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,357$10,200$11,557
Compensation and Service Providers
Top Officer Pay73rd percentile

Board Members and Trustees

NameTitle
Erik NiewaldTrustee
Eugene GiniTrustee
Gary WoodyTrustee
Gorgina HalaufiaTrustee
Greg BonatoTrustee
Juan PerezTrustee
Mike MaloneyTrustee
Sarah OrgillTrustee
Lewis FrainTrustee (TERM)
Peter ButlerTrustee (term)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$216,028
Investment Income
$2,381
Other Revenue
$0
Change in Net Assets
$13,109
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$194,301
Grants and Similar Amounts Paid$10,999
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$15,443
Grants to Domestic Orgs---$10,099
Fees for Services Accounting---$5,280
Advertising---$4,000
Grants to Domestic Individuals---$900
Office Expenses---$269
Insurance---$250
Other Expenses---$150
Total Functional Expenses$0$0$0$205,300
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$599
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
% MARIA ROMERO
Phone
2094620751
Address
1531 El Pinal Dr, Stockton, CA 95205

Signing Officer

Name
Gorgina Halaufia
Title
Chair
Phone
2094620751
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gorgina Halaufia
Formed
1978
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
595 MARKET ST STE 920, SAN FRANCISCO, CA 94105-2814
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.”

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.”

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IRS990/OtherExpensesGrp/Desc0CLERICAL EXPENSES
IRS990/OtherExpensesGrp/Desc1MISSION 2000 MARKETING PRGM.
IRS990/OtherExpensesGrp/Desc2GRADUATION
IRS990/OtherExpensesGrp/Desc3EVENTS
IRS990/OtherExpensesGrp/TotalAmt06733
IRS990/OtherExpensesGrp/TotalAmt1155994
IRS990/OtherExpensesGrp/TotalAmt26182
IRS990/OtherExpensesGrp/TotalAmt3150
IRS990/OtherLiabilitiesGrp/BOYAmt01440
IRS990/OtherLiabilitiesGrp/EOYAmt0599
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0GORGINA HALAUFIA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0216028
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0216028
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt021155
IRS990/PYInvestmentIncomeAmt01323
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0213428
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0244760
IRS990/PYRevenuesLessExpensesAmt011500
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0234583
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0246083
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt013109
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/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01357
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010200
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt011557
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0599
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/TotalBookValueLandBuildingsAmt01357
IRS990ScheduleD/TotalLiabilityAmt0599
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/FormAndLineReferenceDesc0PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 1:
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/TotalAssetsBOYAmt0224481
IRS990/TotalAssetsEOYAmt0236413
IRS990/TotalAssetsGrp/BOYAmt0224481
IRS990/TotalAssetsGrp/EOYAmt0236413
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0205300
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01440
IRS990/TotalLiabilitiesEOYAmt0599
IRS990/TotalLiabilitiesGrp/BOYAmt01440
IRS990/TotalLiabilitiesGrp/EOYAmt0599
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0223041
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0235814
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0216028
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt02381
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0216028
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0218409
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0224481
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0236413
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Gorgina Halaufia
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02094620751
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0San Joaquin Valley Electrical
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Construction Industry LMC Trust
ReturnHeader/Filer/BusinessNameControlTxt0SANJ
ReturnHeader/Filer/EIN0680252397
ReturnHeader/Filer/InCareOfNm0% MARIA ROMERO
ReturnHeader/Filer/PhoneNum02094620751
ReturnHeader/Filer/USAddress/AddressLine1Txt01531 El Pinal Dr
ReturnHeader/Filer/USAddress/CityNm0Stockton
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095205
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER KAPLAN ARASE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0595 MARKET ST STE 920
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN FRANCISCO

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$236,413
Liabilities
$599
Net assets
$235,814
Revenue
$218,409
Expenses
$205,300
Net income
$13,109
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