Civic Intelligence

Local 18 Ibew-Dwp Joint Training Institute

990 • Fiscal year 2017 • EIN 81-0577043

Jul 01, 2016 to Jun 30, 2017 • Filed on May 02, 2018

Organization ProfileN/A
11801 Sheldon StSun Valley, CA 91352

(818) 771-4695

Siviq Scores

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

Liabilities / Assets

13th percentile

0.03x

Higher debt load relative to assets than 13% of similar nonprofits.

2017 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

23rd percentile

0.14x

Higher debt load relative to revenue than 23% of similar nonprofits.

2017 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2017

Net Margin

72nd percentile

12%

Higher net margin than 72% of similar nonprofits.

2017 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

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

2017 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2017

Asset Growth

33rd percentile

2.8%

Faster asset growth than 33% of similar nonprofits.

2017 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

46th percentile

3.5%

Faster revenue growth than 46% of similar nonprofits.

2017 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$13,430,735

Up $369,660 (+2.8%) from 2016

Net Assets

Up

$13,059,703

Up $341,915 (+2.7%) from 2016

Liabilities

Up

$371,032

Up $27,745 (+8.1%) from 2016

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin72nd percentile

Revenue

Up

$2,600,844

Up $88,576 (+3.5%) from 2016

Expenses

Up

$2,282,272

Up $362,920 (+19%) from 2016

Net Income

Down

$318,572

Down $274,344 (-46%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$15M$10M$5.0M$0Assets 2011: $10,073,692Liabilities 2011: $200,144Net Assets 2011: $9,873,5482011Assets 2012: $10,361,880Liabilities 2012: $183,780Net Assets 2012: $10,178,1002012Assets 2013: $10,875,538Liabilities 2013: $231,639Net Assets 2013: $10,643,8992013Assets 2014: $11,577,125Liabilities 2014: $222,654Net Assets 2014: $11,354,4712014Assets 2015: $12,365,699Liabilities 2015: $240,827Net Assets 2015: $12,124,8722015Assets 2016: $13,061,075Liabilities 2016: $343,287Net Assets 2016: $12,717,7882016Assets 2017: $13,430,735Liabilities 2017: $371,032Net Assets 2017: $13,059,7032017Assets 2018: $10,825,011Liabilities 2018: $424,057Net Assets 2018: $10,400,9542018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2017

Assets$13,430,735
Liabilities$371,032
Net Assets$13,059,703
Open 2017 Filing

Operations Trend

Revenue Growth46th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $2,382,598Expenses 2011: $1,819,345Net Income 2011: $563,2532011Revenue 2012: $2,261,294Expenses 2012: $1,956,742Net Income 2012: $304,5522012Revenue 2013: $2,254,120Expenses 2013: $1,788,321Net Income 2013: $465,7992013Revenue 2014: $2,292,389Expenses 2014: $1,581,817Net Income 2014: $710,5722014Revenue 2015: $2,400,589Expenses 2015: $1,630,188Net Income 2015: $770,4012015Revenue 2016: $2,512,268Expenses 2016: $1,919,352Net Income 2016: $592,9162016Revenue 2017: $2,600,844Expenses 2017: $2,282,272Net Income 2017: $318,5722017Revenue 2018: $207,112Expenses 2018: $2,653,844Net Income 2018: -$2,446,7322018Revenue 2019: $10,083Expenses 2019: $1,908,743Net Income 2019: -$1,898,6602019

Highlighted filing

2017

Revenue$2,600,844
Expenses$2,282,272
Net Income$318,572
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 2, 2018
Return Version
2016v3.1
Gross Receipts
$2,721,097
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$12,717,788$13,059,703▲ $341,915
Cash and Non-Interest-Bearing Accounts$1,475,022$5,248,084▲ $3,773,062
Investments in Publicly Traded Securities$0$3,511,579▲ $3,511,579
Accounts Receivable$2,537,374$2,624,193▲ $86,819
Savings and Temporary Cash Investments$8,720,800$1,681,426▼ $7,039,374
Land, Buildings, and Equipment, Net$276,085$233,334▼ $42,751
Prepaid Expenses and Deferred Charges$51,794$132,119▲ $80,325
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$13,061,075$13,430,735▲ $369,660
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$343,287$371,032▲ $27,745
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$343,287$371,032▲ $27,745
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,717,788$13,059,703▲ $341,915
Total Liabilities and Net Assets / Fund Balance$13,061,075$13,430,735▲ $369,660

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$233,334$288,719$522,053
Compensation and Service Providers
Top Officer Pay8th percentile

Board Members and Trustees

NameTitle
Andrew KendallEmployer Trustee
Andrew LinardEmployer Trustee
David WrightEmployer Trustee
Marcie EdwardsEmployer Trustee
Martin AdamsEmployer Trustee
Richard HarasickEmployer Trustee
BRIAN D'ARCYUnion Trustee
Dave HansonUnion Trustee
Eddie HerreraUnion Trustee
Gus CoronaUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
The Enterprise UniversityTraining Institution2862 COLORADO AVE, Santa Monica, CA 90404$160,369
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,543,740
Investment Income
$57,104
Other Revenue
$0
Change in Net Assets
$318,572

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,600,844
Revenue Not Reported on Form 990
$23,343
Total Revenue per Audited Statements
$2,624,187
Total Revenue per Form 990
$2,600,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,224,007
Salaries, Compensation, and Employee Benefits$1,058,265
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$949,487
Fees for Services Other---$625,742
Information Technology---$239,131
Other Employee Benefits---$108,778
Fees for Services Accounting---$68,008
Depreciation Depletion---$63,744
Travel---$29,209
Occupancy---$25,122
Office Expenses---$23,510
Insurance---$17,157
Fees for Services Legal---$7,360
Fees for Service Investment Mgmnt Fees---$5,397
Advertising---$2,779
Conferences and Meetings---$2,088
Other Expenses---$1,498
All Other Expenses---$1,264
Total Functional Expenses$0$0$0$2,282,272

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,282,272
Total Expenses per Audited Statements$2,282,272
Total Expenses per Form 990$2,282,272
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
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
CEO compensation reviewed
Yes
Other officer compensation reviewed
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
Local 18 Ibew-dwp Joint Training Institute
EIN
81-0577043
In Care Of
% JOHN VANACORE
Phone
8187714695
Address
11801 SHELDON ST, SUN VALLEY, CA 91352

Signing Officer

Name
BRIAN D'ARCY
Title
Sec, Bd of Trustees
Phone
8187714695
Signed
2018-05-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
BRIAN D'ARCY
Formed
2002
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
5
Volunteers
0

Preparer

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

Additional Explanations

PART I, LINE 1 and PART III, LINES 1 and 4A:

“The Joint Training Institute is an independent trust formed in collective bargaining between the Los Angeles Department of Water and Power and the International Brotherhood of Electrical Workers, Local 18 to improve the training opportunities for Local 18-represented employees working in critical jobs by reviewing and recommending the feasibility of and requirements for institutionalized preparatory and competency-based training and learning opportunities that will help create a flexible and skilled workforce committed to excellence in public service. PART VI, LINE 8B: The INSTITUTE does not have committees with authority to act on behalf of the governing body. PART VI, LINE 11B: Form 990 was provided to all trustees for review before it was filed. PART VI, LINE 12C: Every six months the policy is reviewed at a trustee meeting. PART VI, LINE 15A: The Los Angeles Department of Water and Power pays salaries directly to the executive director and to the administrators. The Institute reimburses the LOS ANGELES Department of Water and Power for the salaries. PART VI, LINE 15B: The INSTITUTE does not have other officers or key employees. PART VI, LINE 19: The INSTITUTE makes its governing documents and conflict-of-interest policy available for viewing at the INSTITUTE's office upon written request.”

Financial Statement Notes

PART X, LINE 2:

“The Institute has received Tax-Exempt status from the Federal Government under Internal Revenue Code Section 501(c)(6) and from the state of California under Revenue and Taxation Code Section 23701e; therefore, no provision is made for federal or state income taxes. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Institute and recognize a tax liability if the Institute has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Institute is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 463 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Institute has received Tax-Exempt status from the Federal Government under Internal Revenue Code Section 501(c)(6) and from the state of California under Revenue and Taxation Code Section 23701e; therefore, no provision is made for federal or state income taxes. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Institute and recognize a tax liability if the Institute has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Institute 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Joint Training Institute is an independent trust formed in collective bargaining between the Los Angeles Department of Water and Power and the International Brotherhood of Electrical Workers, Local 18 to improve the training opportunities for Local 18-represented employees working in critical jobs by reviewing and recommending the feasibility of and requirements for institutionalized preparatory and competency-based training and learning opportunities that will help create a flexible and skilled workforce committed to excellence in public service. PART VI, LINE 8B: The INSTITUTE does not have committees with authority to act on behalf of the governing body. PART VI, LINE 11B: Form 990 was provided to all trustees for review before it was filed. PART VI, LINE 12C: Every six months the policy is reviewed at a trustee meeting. PART VI, LINE 15A: The Los Angeles Department of Water and Power pays salaries directly to the executive director and to the administrators. The Institute reimburses the LOS ANGELES Department of Water and Power for the salaries. PART VI, LINE 15B: The INSTITUTE does not have other officers or key employees. PART VI, LINE 19: The INSTITUTE makes its governing documents and conflict-of-interest policy available for viewing at the INSTITUTE's office upon written request.
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,430,735
Liabilities
$371,032
Net assets
$13,059,703
Revenue
$2,600,844
Expenses
$2,282,272
Net income
$318,572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$1.91$1.90
2018Detailed filing. Detailed filing data is available for this year.$10.8$0.42$10.4$0.21$2.65$2.45
2017Detailed filing. Detailed filing data is available for this year.$13.4$0.37$13.1$2.60$2.28$0.32
2016Detailed filing. Detailed filing data is available for this year.$13.1$0.34$12.7$2.51$1.92$0.59
2015Detailed filing. Detailed filing data is available for this year.$12.4$0.24$12.1$2.40$1.63$0.77
2014Summary only. Only limited summary data is available for this year.$11.6$0.22$11.4$2.29$1.58$0.71
2013Summary only. Only limited summary data is available for this year.$10.9$0.23$10.6$2.25$1.79$0.47
2012Summary only. Only limited summary data is available for this year.$10.4$0.18$10.2$2.26$1.96$0.30
2011Summary only. Only limited summary data is available for this year.$10.1$0.20$9.87$2.38$1.82$0.56