Civic Intelligence

San Luis Obispo County Elect Joint Appenticeship & Training Tr Fund

990 • Fiscal year 2019 • EIN 77-0123661

Feb 01, 2018 to Jan 31, 2019 • Filed on Jul 31, 2019

Organization ProfileN/A

View Organization Page

6363 Edna RdSan Luis Obispo, CA 93401

(805) 543-5693

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

53rd percentile

4.2%

Higher net margin than 53% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

39th percentile

-0.1%

Faster asset growth than 39% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

60th percentile

8.6%

Faster revenue growth than 60% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$2,079,454

Down $1,420 (-0.1%) from 2018

Net Assets

Up

$2,076,751

Up $3,327 (+0.2%) from 2018

Liabilities

Down

$2,703

Down $4,747 (-64%) from 2018

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin53rd percentile

Revenue

Up

$372,626

Up $29,476 (+8.6%) from 2018

Expenses

Up

$357,051

Up $3,297 (+0.9%) from 2018

Net Income

Up

$15,575

Up $26,179 (+247%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$3.0M$2.0M$1.0M$0Assets 2014: $1,532,071Liabilities 2014: $3,491Net Assets 2014: $1,528,5802014Assets 2015: $2,081,361Liabilities 2015: $200Net Assets 2015: $2,081,1612015Assets 2016: $2,060,852Liabilities 2016: $1,949Net Assets 2016: $2,058,9032016Assets 2017: $2,104,622Liabilities 2017: $7,161Net Assets 2017: $2,097,4612017Assets 2018: $2,080,874Liabilities 2018: $7,450Net Assets 2018: $2,073,4242018Assets 2019: $2,079,454Liabilities 2019: $2,703Net Assets 2019: $2,076,7512019Assets 2020: $2,221,431Liabilities 2020: $1,965Net Assets 2020: $2,219,4662020Assets 2021: $2,280,940Liabilities 2021: $1,641Net Assets 2021: $2,279,2992021Assets 2022: $2,349,643Liabilities 2022: $1,133Net Assets 2022: $2,348,5102022Assets 2023: $2,447,342Liabilities 2023: $1,431Net Assets 2023: $2,445,9112023Assets 2024: $2,654,157Liabilities 2024: $3,300Net Assets 2024: $2,650,8572024Assets 2025: $2,921,564Liabilities 2025: $5,812Net Assets 2025: $2,915,7522025

Highlighted filing

2019

Assets$2,079,454
Liabilities$2,703
Net Assets$2,076,751
Open 2019 Filing

Operations Trend

Revenue Growth60th percentile

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

$1.0M$500K$0-$500KRevenue 2014: $823,574Expenses 2014: $292,602Net Income 2014: $530,9722014Revenue 2015: $826,109Expenses 2015: $270,801Net Income 2015: $555,3082015Revenue 2016: $304,767Expenses 2016: $303,982Net Income 2016: $7852016Revenue 2017: $346,209Expenses 2017: $316,412Net Income 2017: $29,7972017Revenue 2018: $343,150Expenses 2018: $353,754Net Income 2018: -$10,6042018Revenue 2019: $372,626Expenses 2019: $357,051Net Income 2019: $15,5752019Revenue 2020: $472,382Expenses 2020: $372,357Net Income 2020: $100,0252020Revenue 2021: $380,422Expenses 2021: $320,589Net Income 2021: $59,8332021Revenue 2022: $408,398Expenses 2022: $341,686Net Income 2022: $66,7122022Revenue 2023: $470,702Expenses 2023: $374,906Net Income 2023: $95,7962023Revenue 2024: $610,718Expenses 2024: $405,772Net Income 2024: $204,9462024Revenue 2025: $659,123Expenses 2025: $394,228Net Income 2025: $264,8952025

Highlighted filing

2019

Revenue$372,626
Expenses$357,051
Net Income$15,575
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Feb 1, 2018 to Jan 31, 2019
Signed
Jul 31, 2019
Return Version
2018v3.1
Gross Receipts
$372,626
Mission and Program Overview

Mission

To establish and maintain the local standards governing the selection, qualifications, education and training of all apprentices, journeymen and other personnel in the electrical construction industry.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,073,424$2,076,751▲ $3,327
Investments in Publicly Traded Securities$1,879,618$1,920,382▲ $40,764
Cash and Non-Interest-Bearing Accounts$157,684$110,345▼ $47,339
Accounts Receivable$23,432$27,942▲ $4,510
Land, Buildings, and Equipment, Net$17,640$18,285▲ $645
Prepaid Expenses and Deferred Charges$2,500$2,500→ $0
Savings and Temporary Cash Investments$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
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$2,080,874$2,079,454▼ $1,420
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$7,450$2,703▼ $4,747
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$7,450$2,703▼ $4,747
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,073,424$2,076,751▲ $3,327
Total Liabilities and Net Assets / Fund Balance$2,080,874$2,079,454▼ $1,420

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$18,285$32,669$50,954
Leasehold Improvements-$13,625$13,625
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Chad HinkleTrustee
J Wes TrederTrustee
Jaime QuintanaTrustee
Mark SimoninTrustee
Raymond SchmidtTrustee
Shari BrunnerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$265,458
Investment Income
$53,013
Other Revenue
$54,155
Change in Net Assets
$15,575

Audited Revenue Reconciliation

Revenue per Audited Statements
$372,626
Revenue Not Reported on Form 990
$-12,248
Total Revenue per Audited Statements
$360,378
Total Revenue per Form 990
$372,626
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$228,659
Other Expenses$128,392
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$137,287$34,322-$171,609
Other Employee Benefits$42,859$0-$42,859
Occupancy$27,000$3,000-$30,000
Conferences and Meetings$20,609$2,289-$22,898
Payroll Taxes$11,353$2,838-$14,191
Insurance$5,631$5,630-$11,261
Office Expenses$4,009$4,009-$8,018
Depreciation Depletion$6,808$757-$7,565
Fees for Services Accounting$500$5,946-$6,446
Other Expenses$3,805$0-$3,805
Fees for Services Legal$0$2,400-$2,400
Total Functional Expenses$295,860$61,191$0$357,051

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$357,051
Total Expenses per Audited Statements$357,051
Total Expenses per Form 990$357,051
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
Lobbying activity
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
San Luis Obispo County Electrical Joint
EIN
77-0123661
In Care Of
% MARK SIMONIN
Phone
8055435693
Address
6363 EDNA RD, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Shari Brunner
Title
chairman
Phone
8055435693
Signed
2019-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Simonin
Formed
1970
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
8
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Jeffrey Goss
Phone
8187692010
Supplemental Narrative

Additional Explanations

PART I, LINE 1 - ORGANIZATION'S MISSION:

“TO ESTABLISH AND MAINTAIN THE LOCAL STANDARDS GOVERNING the SELECTION, QUALIFICATIONS, EDUCATION AND TRAINING OF ALL APPRENTICES, JOURNEYMEN AND OTHER PERSONNEL IN THE ELECTRICAL CONSTRUCTION INDUSTRY. PART VI, LINE 8B: THE PLAN DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, LINE 11B: FORM 990 WAS REVIEWED BY DESIGNATED TRUSTEES AND THE ACCOUNTING MANAGER BEFORE IT WAS FILED. ANY UNUSUAL ITEMS ARE BROUGHT TO THE FULL BOARD. PART VI, LINE 12c: TRUSTEES ARE REQUIRED TO NOTIFY THE PLAN OFFICE OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. PART VI, LINE 19: THE PLAN DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE PLAN'S OFFICE AND ARE AVAILABLE UPON REQUEST.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan 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/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/PrincipalOfficerNm0MARK SIMONIN
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IRS990/PYOtherRevenueAmt055807
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IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990ScheduleD/RevenueNotReportedAmt0-12248
IRS990ScheduleD/RevenueSubtotalAmt0372626
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan 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:
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IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
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IRS990ScheduleE/MaintainScholarshipsRecsInd0true
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0The Plan's statement of compliance was publicized in a local general circulation newspaper.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3:
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO ESTABLISH AND MAINTAIN THE LOCAL STANDARDS GOVERNING the SELECTION, QUALIFICATIONS, EDUCATION AND TRAINING OF ALL APPRENTICES, JOURNEYMEN AND OTHER PERSONNEL IN THE ELECTRICAL CONSTRUCTION INDUSTRY. PART VI, LINE 8B: THE PLAN DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, LINE 11B: FORM 990 WAS REVIEWED BY DESIGNATED TRUSTEES AND THE ACCOUNTING MANAGER BEFORE IT WAS FILED. ANY UNUSUAL ITEMS ARE BROUGHT TO THE FULL BOARD. PART VI, LINE 12c: TRUSTEES ARE REQUIRED TO NOTIFY THE PLAN OFFICE OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS. PART VI, LINE 19: THE PLAN DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED IN THE PLAN'S OFFICE AND ARE AVAILABLE UPON REQUEST.
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0295860
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IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/BOYAmt07450
IRS990/TotalLiabilitiesGrp/EOYAmt02703
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IRS990/TotalVolunteersCnt00
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06363 EDNA RD

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,079,454
Liabilities
$2,703
Net assets
$2,076,751
Revenue
$372,626
Expenses
$357,051
Net income
$15,575
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.92$0.01$2.92$0.66$0.39$0.26
2024Summary only. Only limited summary data is available for this year.$2.65$0.00$2.65$0.61$0.41$0.20
2023Summary only. Only limited summary data is available for this year.$2.45$0.00$2.45$0.47$0.37$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.00$2.35$0.41$0.34$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.00$2.28$0.38$0.32$0.06
2020Summary only. Only limited summary data is available for this year.$2.22$0.00$2.22$0.47$0.37$0.10
2019Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.37$0.36$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.01$2.07$0.34$0.35$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.01$2.10$0.35$0.32$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.00$2.06$0.30$0.30$0.00
2015Summary only. Only limited summary data is available for this year.$2.08$0.00$2.08$0.83$0.27$0.56
2014Summary only. Only limited summary data is available for this year.$1.53$0.00$1.53$0.82$0.29$0.53