Civic Intelligence

Service Workers Training and Education Partnership

990 • Fiscal year 2023 • EIN 81-2503587

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 08, 2024

Organization ProfileWWW.STEPTRAINING.ORG

View Organization Page

PO Box 43170Phoenix, AZ 85080-3170

(602) 249-3582

Siviq Scores

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

Liabilities / Assets

67th percentile

0.19x

Higher debt load relative to assets than 67% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

0.82x

Higher debt load relative to revenue than 86% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

66th percentile

$96,807

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 8.5% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

83rd percentile

31%

Faster asset growth than 83% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

70th percentile

23%

Faster revenue growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets67th percentile

Assets

Flat

$4,833,856

Flat from 2023

Net Assets

Flat

$3,892,117

Flat from 2023

Liabilities

Flat

$941,739

Flat from 2023

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin66th percentile

Revenue

Flat

$1,143,376

Flat from 2023

Expenses

Flat

$991,298

Flat from 2023

Net Income

Flat

$152,078

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$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 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

2023

Assets$4,833,856
Liabilities$941,739
Net Assets$3,892,117
Open 2023 Filing

Operations Trend

Revenue Growth70th percentile

Revenue, expenses, and net income across loaded years, with this 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 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

2023

Revenue$1,143,376
Expenses$991,298
Net Income$152,078
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.1
Gross Receipts
$1,385,639
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,576,393$3,892,117▲ $315,724
Investments in Publicly Traded Securities$2,415,672$2,729,468▲ $313,796
Cash and Non-Interest-Bearing Accounts$577,999$1,129,518▲ $551,519
Savings and Temporary Cash Investments$408,905$427,002▲ $18,097
Accounts Receivable$276,001$209,386▼ $66,615
Prepaid Expenses and Deferred Charges$8,982$22,106▲ $13,124
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$3,688,859$4,833,856▲ $1,144,997
Other Assets Total$1,300$316,376▲ $315,076
Liabilities
Other Liabilities$64,802$872,404▲ $807,602
Accounts Payable and Accrued Expenses$47,664$69,335▲ $21,671
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$112,466$941,739▲ $829,273
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,576,393$3,892,117▲ $315,724
Total Liabilities and Net Assets / Fund Balance$3,688,859$4,833,856▲ $1,144,997

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$314,501--
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amelia KalantExecutive DirectorFT$76,443$20,364$96,807

Board Members and Trustees

NameTitle
Charles HendricksChairman
Margaret SharpTrustee
Marlene Patrick-CooperTrustee
Oliver Zeidlertrustee
Scott HochfelderTrustee - 1/1 - 5/4/2023
Ashleigh CiullaTrustee - 5/5 to 12/31/2023
Harold TaegelSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$298,664
Program Service Revenue
$667,861
Investment Income
$155,719
Other Revenue
$21,132
All Other Contributions
$298,664
Change in Net Assets
$152,078

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,141,826
Revenue Not Reported on Financial Statements
$1,550
Revenue Not Reported on Form 990
$178,299
Total Revenue per Audited Statements
$1,320,125
Total Revenue per Form 990
$1,143,376
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$350,812
Salaries, Compensation, and Employee Benefits$284,538
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$355,948--$355,948
Other Salaries and Wages$242,925--$242,925
Occupancy$75,037--$75,037
Office Expenses$44,654--$44,654
Fees for Services Accounting$43,254--$43,254
Fees for Services Legal$42,162--$42,162
Interest$39,220--$39,220
Fees for Services Other$39,051--$39,051
Fees for Services Management$31,544--$31,544
Other Employee Benefits$21,988--$21,988
Insurance$19,735--$19,735
Payroll Taxes$14,803--$14,803
Other Expenses$9,805--$9,805
Pension Plan Contributions$4,822--$4,822
Travel$4,800--$4,800
Fees for Service Investment Mgmnt Fees$1,550--$1,550
Total Functional Expenses$991,298$0$0$991,298

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$991,298
Expenses per Audited Statements$989,748
Total Expenses per Audited Statements$989,748
Expenses Not Reported on Financial Statements$1,550
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$482,733
Lease Liability$329,671
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
2024-11-08
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
4600 EAST WEST HWY 900, BETHESDA, MD 20814-3423
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.”

FORM 990, PART XI, LINE 9:

“$(14,653) decrease to beginning net assets due to 2022 financial statements finalized and issued after 2022 Form 990 filing deadline.”

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.”

Raw XML AppendixShowing 400 of 632 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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IRS990/OtherExpensesGrp/Desc0BANK FEES
IRS990/OtherExpensesGrp/ProgramServicesAmt09805
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LEASE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DEFERRED GRANT INCOME

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,833,856
Liabilities
$941,739
Net assets
$3,892,117
Revenue
$1,143,376
Expenses
$991,298
Net income
$152,078
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.37$2.44$4.93$1.87$0.86$1.01
2023Detailed filing. Detailed filing data is available for this year.$4.83$0.94$3.89$1.14$0.99$0.15
2023Summary only. Only limited summary data is available for this year.$4.83$0.94$3.89$1.14$0.99$0.15
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$0.11$3.58$0.93$0.72$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.21$0.37$3.84$0.45$0.48$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.10$0.10$0.00
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.03$0.03$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.00$0.00
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.00$0.00
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.00$0.00$0.00