Civic Intelligence

Shreveport Electrical Joint Apprenticeship Training Trust Fund

990 • Fiscal year 2015 • EIN 72-0731712

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 04, 2016

1013 B Gould DriveBossier City, LA 71111-4909

(318) 746-6180

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

68th percentile

11%

Higher net margin than 68% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

83rd percentile

$81,888

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 25.5% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

63rd percentile

6.2%

Faster asset growth than 63% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

70th percentile

16%

Faster revenue growth than 70% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$605,239

Up $35,366 (+6.2%) from 2014

Net Assets

Up

$604,482

Up $35,542 (+6.2%) from 2014

Liabilities

Down

$757

Down $176 (-19%) from 2014

Revenue

Up

$320,921

Up $45,441 (+16%) from 2014

Expenses

Down

$285,379

Down $6,224 (-2.1%) from 2014

Net Income

Up

$35,542

Up $51,665 (+320%) from 2014

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KAssets 2011: $591,684Liabilities 2011: $655Net Assets 2011: $591,0292011Assets 2012: $584,786Liabilities 2012: $654Net Assets 2012: $584,1322012Assets 2013: $587,132Liabilities 2013: $2,069Net Assets 2013: $585,0632013Assets 2014: $569,873Liabilities 2014: $933Net Assets 2014: $568,9402014Assets 2015: $605,239Liabilities 2015: $757Net Assets 2015: $604,4822015Assets 2016: $607,617Liabilities 2016: $536Net Assets 2016: $607,0812016Assets 2017: $568,660Liabilities 2017: $440Net Assets 2017: $568,2202017Assets 2018: $512,179Liabilities 2018: $0Net Assets 2018: $512,1792018Assets 2019: $461,348Liabilities 2019: $0Net Assets 2019: $461,3482019Assets 2020: $490,301Liabilities 2020: $19,333Net Assets 2020: $470,9682020Assets 2021: $555,534Liabilities 2021: $574Net Assets 2021: $554,9602021Assets 2022: $1,004,691Liabilities 2022: $609Net Assets 2022: $1,004,0822022Assets 2023: $1,438,405Liabilities 2023: -$1,085Net Assets 2023: $1,439,4902023Assets 2024: $1,686,334Liabilities 2024: $1,617Net Assets 2024: $1,684,7172024

Highlighted filing

2015

Assets$605,239
Liabilities$757
Net Assets$604,482

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $265,130Expenses 2011: $256,047Net Income 2011: $9,0832011Revenue 2012: $244,959Expenses 2012: $251,856Net Income 2012: -$6,8972012Revenue 2013: $264,173Expenses 2013: $263,242Net Income 2013: $9312013Revenue 2014: $275,480Expenses 2014: $291,603Net Income 2014: -$16,1232014Revenue 2015: $320,921Expenses 2015: $285,379Net Income 2015: $35,5422015Revenue 2016: $305,084Expenses 2016: $302,485Net Income 2016: $2,5992016Revenue 2017: $278,514Expenses 2017: $317,375Net Income 2017: -$38,8612017Revenue 2018: $242,892Expenses 2018: $298,933Net Income 2018: -$56,0412018Revenue 2019: $250,472Expenses 2019: $301,303Net Income 2019: -$50,8312019Revenue 2020: $296,120Expenses 2020: $286,498Net Income 2020: $9,6222020Revenue 2021: $393,534Expenses 2021: $309,540Net Income 2021: $83,9942021Revenue 2022: $840,551Expenses 2022: $391,429Net Income 2022: $449,1222022Revenue 2023: $872,531Expenses 2023: $437,123Net Income 2023: $435,4082023Revenue 2024: $853,205Expenses 2024: $607,978Net Income 2024: $245,2272024

Highlighted filing

2015

Revenue$320,921
Expenses$285,379
Net Income$35,542
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 4, 2016
Return Version
2015v2.1
Gross Receipts
$320,921
Mission and Program Overview

Mission

Training & education of electrical apprentices & journeymen.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$356,973$378,952▲ $21,979
Land, Buildings, and Equipment, Net$174,030$159,533▼ $14,497
Cash and Non-Interest-Bearing Accounts$38,670$66,554▲ $27,884
Total Assets$569,873$605,239▲ $35,366
Other Assets Total$200$200→ $0
Liabilities
Accounts Payable and Accrued Expenses$933$757▼ $176
Total Liabilities$933$757▼ $176
Net Assets / Fund Balance
Unrestricted Net Assets$568,940$604,482▲ $35,542
Total Net Assets Fund Balance$568,940$604,482▲ $35,542
Total Liabilities and Net Assets / Fund Balance$569,873$605,239▲ $35,366

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$74,031$217,711$291,742
Equipment-$71,088$71,088
Other Land Buildings$25,502$35,494$60,996
Land$60,000-$60,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James B MorelandTraining DirectorFT$61,818$20,070$81,888
Gabe LoftinRecording Se-$40-$40

Board Members and Trustees

NameTitle
Jimmy FeazelChairman
Jack SpringBoard Member
Matt LafiscaBoard Member
Richard RobertsBoard Member
Neil DixonAlternate
Raymond ShihAlternate
Bryan VeulemanMember
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$311,513
Investment Income
$5,073
Other Revenue
$4,335
Change in Net Assets
$35,542
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$156,909
Salaries, Compensation, and Employee Benefits$128,470
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$61,858--$61,858
Other Salaries and Wages$7,034$27,540-$34,574
All Other Expenses$22,966$734-$23,700
Other Employee Benefits$19,171$4,445-$23,616
Insurance$12,351$2,179-$14,530
Depreciation Depletion$14,497--$14,497
Payroll Taxes$6,315$2,107-$8,422
Travel$8,361--$8,361
Other Expenses$6,385$9,675-$6,385
Fees for Services Accounting-$4,151-$4,151
Advertising$1,445--$1,445
Total Functional Expenses$234,548$50,831$0$285,379
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 11B

The jatc's management reviews the form 990 before filing. The form 990 is made available to the board after it is filed.

Form 990, Page 6, Part VI, Line 15A

All key employees are established in the by-laws which refer to the collective bargaining agreement which establishes pay rates.

Form 990, Page 6, Part VI, Line 15B

All key employees are established in the by-laws which refer to the collective bargaining agreement which establishes pay rates.

Form 990, Page 6, Part VI, Line 19

Management and the board considers each request for information from the public as requested.

Filing and Contact Details

Filer

Filer Name
Shreveport Electrical Joint
EIN
72-0731712
Phone
3187466180
Address
1013 B GOULD DRIVE, BOSSIER CITY, LA 71111-4909

Signing Officer

Name
James B Moreland
Title
Training Director
Phone
3187466180
Signed
2016-11-04

Organization Details

Principal Officer
James B Moreland
Formed
1994
Legal Domicile
La
Voting Board Members
8
Independent Board Members
8
Employees
10

Preparer

Firm
COOK & MOREHART CPA'S
Address
1215 HAWN AVENUE, SHREVEPORT, LA 71107
Preparer
Travis H Morehart CPA
Phone
3182225415
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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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IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0ADS ARE PUBLICIZED IN THE LOCAL NEWSPAPER.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE JATC'S MANAGEMENT REVIEWS THE FORM 990 BEFORE FILING. THE FORM 990 IS MADE AVAILABLE TO THE BOARD AFTER IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL KEY EMPLOYEES ARE ESTABLISHED IN THE BY-LAWS WHICH REFER TO THE COLLECTIVE BARGAINING AGREEMENT WHICH ESTABLISHES PAY RATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL KEY EMPLOYEES ARE ESTABLISHED IN THE BY-LAWS WHICH REFER TO THE COLLECTIVE BARGAINING AGREEMENT WHICH ESTABLISHES PAY RATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MANAGEMENT AND THE BOARD CONSIDERS EACH REQUEST FOR INFORMATION FROM THE PUBLIC AS REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0569873
IRS990/TotalAssetsEOYAmt0605239
IRS990/TotalAssetsGrp/BOYAmt0569873
IRS990/TotalAssetsGrp/EOYAmt0605239
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt050831
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0234548
IRS990/TotalFunctionalExpensesGrp/TotalAmt0285379
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0933
IRS990/TotalLiabilitiesEOYAmt0757
IRS990/TotalLiabilitiesGrp/BOYAmt0933
IRS990/TotalLiabilitiesGrp/EOYAmt0757
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0568940
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0604482
IRS990/TotalOtherCompensationAmt020070
IRS990/TotalProgramServiceExpensesAmt0234548
IRS990/TotalProgramServiceRevenueAmt0311513
IRS990/TotalReportableCompFromOrgAmt061858
IRS990/TotalRevenueGrp/ExclusionAmt09408
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0311513
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0320921
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0569873
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0605239
IRS990/TravelGrp/ProgramServicesAmt08361
IRS990/TravelGrp/TotalAmt08361
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0568940
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0604482
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01013 B GOULD DRIVE
IRS990/USAddress/CityNm0BOSSIER CITY
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd071111
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES B MORELAND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRAINING DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03187466180
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHREVEPORT ELECTRICAL JOINT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0APPRENTICESHIP TRAINING TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHRE
ReturnHeader/Filer/EIN0720731712
ReturnHeader/Filer/PhoneNum03187466180
ReturnHeader/Filer/USAddress/AddressLine1Txt01013 B GOULD DRIVE
ReturnHeader/Filer/USAddress/CityNm0BOSSIER CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd0711114909
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0720917129
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COOK & MOREHART CPA'S
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01215 HAWN AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SHREVEPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd071107
ReturnHeader/PreparerPersonGrp/PhoneNum03182225415
ReturnHeader/PreparerPersonGrp/PreparationDt02016-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRAVIS H MOREHART CPA
ReturnHeader/ReturnTs02016-11-14T11:35:10-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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.$1.69$0.00$1.68$0.85$0.61$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.87$0.44$0.44
2022Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.84$0.39$0.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.56$0.00$0.55$0.39$0.31$0.08
2020Detailed filing. Detailed filing data is available for this year.$0.49$0.02$0.47$0.30$0.29$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$0.25$0.30$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$0.51$0.24$0.30$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.28$0.32$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.00$0.61$0.31$0.30$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.60$0.32$0.29$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.28$0.29$0.02
2013Summary only. Only limited summary data is available for this year.$0.59$0.00$0.59$0.26$0.26$0.00
2012Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.24$0.25$0.01
2011Summary only. Only limited summary data is available for this year.$0.59$0.00$0.59$0.27$0.26$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $500k-$1M nonprofits