Civic Intelligence

Local 18 Ibew-Dwp Joint Training Institute

990 • Fiscal year 2018 • EIN 81-0577043

Jul 01, 2017 to Jun 30, 2018 • Filed on May 08, 2019

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

14th percentile

0.04x

Higher debt load relative to assets than 14% of similar nonprofits.

2018 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

94th percentile

2.05x

Higher debt load relative to revenue than 94% of similar nonprofits.

2018 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2018

Net Margin

1st percentile

-1181%

Higher net margin than 1% of similar nonprofits.

2018 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2018

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.

2018 filings • 501(c)6 • $10M-$25M nonprofits • Source year 2018

Asset Growth

4th percentile

-19%

Faster asset growth than 4% of similar nonprofits.

2018 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

1st percentile

-92%

Faster revenue growth than 1% of similar nonprofits.

2018 filings • 501(c)6 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$10,825,011

Down $2,605,724 (-19%) from 2017

Net Assets

Down

$10,400,954

Down $2,658,749 (-20%) from 2017

Liabilities

Up

$424,057

Up $53,025 (+14%) from 2017

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin1st percentile

Revenue

Down

$207,112

Down $2,393,732 (-92%) from 2017

Expenses

Up

$2,653,844

Up $371,572 (+16%) from 2017

Net Income

Down

-$2,446,732

Down $2,765,304 (-868%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth4th 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

2018

Assets$10,825,011
Liabilities$424,057
Net Assets$10,400,954
Open 2018 Filing

Operations Trend

Revenue Growth1st 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

2018

Revenue$207,112
Expenses$2,653,844
Net Income-$2,446,732
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 8, 2019
Return Version
2017v2.3
Gross Receipts
$1,534,826
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$13,059,703$10,400,954▼ $2,658,749
Investments in Publicly Traded Securities$3,511,579$7,755,408▲ $4,243,829
Cash and Non-Interest-Bearing Accounts$5,248,084$1,998,953▼ $3,249,131
Savings and Temporary Cash Investments$1,681,426$737,759▼ $943,667
Land, Buildings, and Equipment, Net$233,334$171,108▼ $62,226
Accounts Receivable$2,624,193$108,134▼ $2,516,059
Prepaid Expenses and Deferred Charges$132,119$53,649▼ $78,470
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$13,430,735$10,825,011▼ $2,605,724
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$371,032$424,057▲ $53,025
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$371,032$424,057▲ $53,025
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,059,703$10,400,954▼ $2,658,749
Total Liabilities and Net Assets / Fund Balance$13,430,735$10,825,011▼ $2,605,724

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$171,108$359,840$530,948
Compensation and Service Providers
Top Officer Pay8th percentile

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
The Enterprise UniversityTraining Institution2862 COLORADO AVE, Santa Monica, CA 90404$190,763
GsfTraining Services16211 Filbert St, Sylmar, CA 91342$122,036
MartechmediaTRAINING Services9595 Six Pine Dr Ste 6305, The Woodlands, TX 77380$110,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$207,112
Other Revenue
$0
Change in Net Assets
$-2,446,732

Audited Revenue Reconciliation

Revenue per Audited Statements
$207,112
Revenue Not Reported on Form 990
$-212,017
Total Revenue per Audited Statements
$-4,905
Total Revenue per Form 990
$207,112
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,615,629
Salaries, Compensation, and Employee Benefits$1,038,215
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$1,116,619
Other Salaries and Wages---$927,023
Other Employee Benefits---$111,192
Information Technology---$99,887
Fees for Services Accounting---$71,155
Depreciation Depletion---$71,120
Fees for Service Investment Mgmnt Fees---$44,695
Occupancy---$25,122
Fees for Services Legal---$20,375
Insurance---$19,467
Office Expenses---$19,287
Travel---$15,643
Conferences and Meetings---$12,343
Advertising---$2,280
Other Expenses---$265
Total Functional Expenses$0$0$0$2,653,844

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,653,844
Total Expenses per Audited Statements$2,653,844
Total Expenses per Form 990$2,653,844
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
2019-05-08
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
6
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. 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 464 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0371032
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0424057
IRS990/AccountsReceivableGrp/BOYAmt02624193
IRS990/AccountsReceivableGrp/EOYAmt0108134
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AdvertisingGrp/TotalAmt02280
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JOHN VANACORE
IRS990/BooksInCareOfDetail/PhoneNum08187714695
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011801 SHELDON ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0SUN VALLEY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091352
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt05248084
IRS990/CashNonInterestBearingGrp/EOYAmt01998953
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt03
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt012343
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0190763
IRS990/ContractorCompensationGrp/CompensationAmt1122036
IRS990/ContractorCompensationGrp/CompensationAmt2110000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02862 COLORADO AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt116211 Filbert St
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt29595 Six Pine Dr Ste 6305
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SANTA MONICA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1SYLMAR
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2THE WOODLANDS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2TX
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd090404
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd191342
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd277380
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0THE ENTERPRISE UNIVERSITY
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1GSF
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2Martechmedia
IRS990/ContractorCompensationGrp/ServicesDesc0TRAINING INSTITUTION
IRS990/ContractorCompensationGrp/ServicesDesc1Training Services
IRS990/ContractorCompensationGrp/ServicesDesc2TRAINING Services
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0207112
IRS990/CYOtherExpensesAmt01615629
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-2446732
IRS990/CYSalariesCompEmpBnftPaidAmt01038215
IRS990/CYTotalExpensesAmt02653844
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0207112
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt071120
IRS990/Desc0see schedule o
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt071155
IRS990/FeesForServicesLegalGrp/TotalAmt020375
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt01116619
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt044695
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0MARTIN ADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm1RICHARD HARASICK
IRS990/Form990PartVIISectionAGrp/PersonNm2ANDREW KENDALL
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm4BRIAN D'ARCY
IRS990/Form990PartVIISectionAGrp/PersonNm5GUS CORONA
IRS990/Form990PartVIISectionAGrp/PersonNm6EDDIE HERRERA
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVE HANSON
IRS990/Form990PartVIISectionAGrp/PersonNm8RAFAEL LOPEZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8UNION TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-36163
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01291551
IRS990/GrossReceiptsAmt01534826
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt099887
IRS990/InsuranceGrp/TotalAmt019467
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0243275
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0243275
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03511579
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07755408
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0359840
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0233334
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0171108
IRS990/LandBldgEquipCostOrOtherBssAmt0530948
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01327714
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt013059703
IRS990/NetAssetsOrFundBalancesEOYAmt010400954
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-36163
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-36163
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-212017
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt025122
IRS990/OfficeExpensesGrp/TotalAmt019287
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0111192
IRS990/OtherExpensesGrp/Desc0TRAINING WORKSHOPS & EXPENSE
IRS990/OtherExpensesGrp/Desc1MISCELLENEOUS EXPENSES
IRS990/OtherExpensesGrp/Desc2INTRUCT. SERVICES & MATERIAL
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt078569
IRS990/OtherExpensesGrp/TotalAmt115153
IRS990/OtherExpensesGrp/TotalAmt23649
IRS990/OtherExpensesGrp/TotalAmt3265
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0927023
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0132119
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt053649
IRS990/PrincipalOfficerNm0BRIAN D'ARCY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt057104
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01224007
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02543740
IRS990/PYRevenuesLessExpensesAmt0318572
IRS990/PYSalariesCompEmpBnftPaidAmt01058265
IRS990/PYTotalExpensesAmt02282272
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02600844
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-2446732
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt013059703
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt010400954
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01681426
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0737759
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0171108
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0359840
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0530948
IRS990ScheduleD/ExpensesSubtotalAmt02653844
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-212017
IRS990ScheduleD/RevenueNotReportedAmt0-212017
IRS990ScheduleD/RevenueSubtotalAmt0207112
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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0171108
IRS990ScheduleD/TotalExpensesPerForm990Amt02653844
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0207112
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-4905
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02653844
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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. 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 and PART III, LINES 1 and 4a:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Local 18 IBEW-DWP Jt Safety Institute
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0954828067
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SAFETY Inst.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0n/a
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt011801 Sheldon St
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Sun Valley
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd091352
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt013430735
IRS990/TotalAssetsEOYAmt010825011
IRS990/TotalAssetsGrp/BOYAmt013430735
IRS990/TotalAssetsGrp/EOYAmt010825011
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/TotalAmt02653844

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,825,011
Liabilities
$424,057
Net assets
$10,400,954
Revenue
$207,112
Expenses
$2,653,844
Net income
-$2,446,732
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