Civic Intelligence

Service Workers Training and Education Partnership

EIN 81-2503587 • 501(c)3 • Phoenix, AZ

Profile

Provides education and training to apprentices, allowing them to acquire the necessary skills to execute their employment duties and provides scholarship opportunities to eligible dependents.

PO Box 43170Phoenix, AZ 85080-3170

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

70th percentile

0.33x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

1.30x

Higher debt load relative to revenue than 87% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

43rd percentile

$91,753

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

92nd percentile

53%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

89th percentile

63%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$7,371,870

Up $2,538,014 (+53%) from 2023

Liabilities

Up

$2,438,382

Up $1,496,643 (+159%) from 2023

Net Assets

Up

$4,933,488

Up $1,041,371 (+27%) from 2023

Revenue

Up

$1,869,340

Up $725,964 (+63%) from 2023

Expenses

Down

$861,948

Down $129,350 (-13%) from 2023

Net Income

Up

$1,007,392

Up $855,314 (+562%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020Assets 2021: $4,207,501Liabilities 2021: $369,298Net Assets 2021: $3,838,2032021Assets 2022: $3,688,859Liabilities 2022: $112,466Net Assets 2022: $3,576,3932022Assets 2023: $4,833,856Liabilities 2023: $941,739Net Assets 2023: $3,892,1172023Assets 2024: $7,371,870Liabilities 2024: $2,438,382Net Assets 2024: $4,933,4882024

Highlighted filing

2024

Assets$7,371,870
Liabilities$2,438,382
Net Assets$4,933,488

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $0Net Income 2018: $02018Revenue 2019: $28,545Expenses 2019: $28,545Net Income 2019: $02019Revenue 2020: $100,625Expenses 2020: $100,625Net Income 2020: $02020Revenue 2021: $448,744Expenses 2021: $477,314Net Income 2021: -$28,5702021Revenue 2022: $926,727Expenses 2022: $715,571Net Income 2022: $211,1562022Revenue 2023: $1,143,376Expenses 2023: $991,298Net Income 2023: $152,0782023Revenue 2024: $1,869,340Expenses 2024: $861,948Net Income 2024: $1,007,3922024

Highlighted filing

2024

Revenue$1,869,340
Expenses$861,948
Net Income$1,007,392

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$1,899,083
Mission and Program Overview

Mission

Provides 1) education and training to apprentices, allowing them to acquire the necessary skills to execute their employement duties and 2) scholarship opportunities to eligible dependents.

Pursuant to collectively bargained agreements the plan provides education and training to apparentices, allowing them to acquire the necessary skills to execute their (see schedule o)

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,892,117$4,933,488▲ $1,041,371
Investments in Publicly Traded Securities$2,729,468$3,177,720▲ $448,252
Cash and Non-Interest-Bearing Accounts$1,129,518$2,151,554▲ $1,022,036
Accounts Receivable$209,386$1,518,783▲ $1,309,397
Savings and Temporary Cash Investments$427,002$168,342▼ $258,660
Pledges and Grants Receivable$0$87,475▲ $87,475
Prepaid Expenses and Deferred Charges$22,106$0▼ $22,106
Other Notes and Loans Receivable, Net$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$4,833,856$7,371,870▲ $2,538,014
Other Assets Total$316,376$267,996▼ $48,380
Liabilities
Other Liabilities$872,404$2,401,639▲ $1,529,235
Accounts Payable and Accrued Expenses$69,335$36,743▼ $32,592
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$941,739$2,438,382▲ $1,496,643
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,892,117$4,933,488▲ $1,041,371
Total Liabilities and Net Assets / Fund Balance$4,833,856$7,371,870▲ $2,538,014
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amelia KalantExecutive DirectorFT$79,067$12,686$91,753

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$310,241
Program Service Revenue
$1,405,836
Investment Income
$153,263
Other Revenue
$0
All Other Contributions
$310,241
Change in Net Assets
$1,007,392

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,863,156
Revenue Not Reported on Financial Statements
$6,184
Revenue Not Reported on Form 990
$33,979
Total Revenue per Audited Statements
$1,897,135
Total Revenue per Form 990
$1,869,340
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$340,027
Other Expenses$293,616
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$303,234--$303,234
Benefits to Members$228,305--$228,305
Occupancy$81,725--$81,725
Fees for Services Accounting$51,303--$51,303
Interest$37,218--$37,218
Insurance$34,305--$34,305
Fees for Services Legal$31,302--$31,302
Fees for Services Management$20,838--$20,838
Other Employee Benefits$14,176--$14,176
Payroll Taxes$12,964--$12,964
Office Expenses$9,714--$9,714
Pension Plan Contributions$9,653--$9,653
Fees for Service Investment Mgmnt Fees$6,184--$6,184
Fees for Services Other$4,732--$4,732
Other Expenses$3,933--$3,933
Travel$1,463--$1,463
Conferences and Meetings$638--$638
Total Functional Expenses$861,948$0$0$861,948

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$861,948
Expenses per Audited Statements$855,764
Total Expenses per Audited Statements$855,764
Expenses Not Reported on Financial Statements$6,184
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
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 Related Party$2,053,550
Lease Liability$288,089
Deferred Grant Income$60,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

FORM 990, PART VI, SECTION A, LINE 3:

The fund has delegated control over management duties to an independent third party administrator. The administrator processes the daily transactions and performs other duties as needed for the fund.

FORM 990, PART VI, SECTION A, LINE 8B:

The fund records detailed minutes of every board of trustees meeting.

FORM 990, PART VI, SECTION B, LINE 11B:

The fund's board of trustees and relevant professionals review the form 990.

FORM 990, PART VI, SECTION B, LINE 12:

Every year the fund administrator inquires of all board members as to their knowledge of any interests that could give rise to a conflict.

FORM 990, PART VI, SECTION C, LINE 19:

The fund makes its governing documents, conflict of interest policy, and financial statements available to the public upon request, consistent with the applicable law, including erisa.

Filing and Contact Details

Filer

Filer Name
Service Workers Training and Education
EIN
81-2503587
In Care Of
% SOUTHWEST SERVICE ADMINISTRA
Phone
6022493582
Address
PO BOX 43170, PHOENIX, AZ 85080-3170

Signing Officer

Name
Charles Hendricks
Title
Chairman
Phone
4108729500
Signed
2025-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Hendricks
Formed
2015
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
6
Employees
5
Volunteers
0

Preparer

Firm
Withumsmithbrownpc
Address
1800 TYSONS BLVD SUITE 800, TYSONS, VA 22102
Preparer
Richard Ruvelson
Phone
3012726000
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:

Employement duties and provides scholarship opportunities to eligible dependents.

Financial Statement Notes

PART X, LINE 2:

The trust funding the plan has received an exemption letter from the internal revenue service("irs") dated january 31, 2017, stating that the trust is tax-exempt under the provisions of section 501(c)(3) of the irc. The plan and trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The board of trustees believe that the plan, as amended, is being operated in compliance with the applicable requirements of the irc and, therefore, believe that the related trust is tax exempt. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. 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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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 TRUST FUNDING THE PLAN HAS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE("IRS") DATED JANUARY 31, 2017, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE IRC. THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE BOARD OF TRUSTEES BELIEVE THAT THE PLAN, AS AMENDED, IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVE THAT THE RELATED TRUST IS TAX EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. 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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