Civic Intelligence

Usw-Proterra Training and Apprenticeship Trust Fund

EIN 86-3619307 • 501(c)3 • Carson, CA

Profile

To provide training and apprenticeship programs to eligible employees, using funds for training and workforce development pursuant to a grant issued by california's high road training partnerships initiative.

1200 E 220th StCarson, CA 90745

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

1.4%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $100,682 (-100%) from 2022

Liabilities

Down

$0

Down $115,900 (-100%) from 2022

Net Assets

Up

$0

Up $15,218 (+100%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin68th percentile

Revenue

Up

$112,290

Up $1,506 (+1.4%) from 2022

Expenses

Down

$97,072

Down $21,876 (-18%) from 2022

Net Income

Up

$15,218

Up $23,382 (+286%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$150K$100K$50K$0-$50KAssets 2021: $29,008Liabilities 2021: $36,062Net Assets 2021: -$7,0542021Assets 2022: $100,682Liabilities 2022: $115,900Net Assets 2022: -$15,2182022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0
Open 2023 Filing

Operations Trend

Revenue Growth55th percentile

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

$150K$100K$50K$0-$50KRevenue 2021: $29,008Expenses 2021: $36,062Net Income 2021: -$7,0542021Revenue 2022: $110,784Expenses 2022: $118,948Net Income 2022: -$8,1642022Revenue 2023: $112,290Expenses 2023: $97,072Net Income 2023: $15,2182023

Highlighted filing

2023

Revenue$112,290
Expenses$97,072
Net Income$15,218
Open 2023 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$112,290
Expenses
$97,072
Net income
$15,218
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.12$0.97$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$1.16$0.15$1.11$1.19$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.29$0.36$0.07$0.29$0.36$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Jul 26, 2023
Signed
Aug 19, 2023
Return Version
2022v5.0
Gross Receipts
$112,290
Mission and Program Overview

Mission

To provide training and apprenticeship programs to eligible employees, using funds for training and workforce development pursuant to a grant issued by california's high road training partnerships initiative.

Program Services

DescriptionGrantsExpenses
To provide training and apprenticeship programs to eligible employees, using funds for training and workforce development pursuant to a grant issued by California's High Road Training Partnerships initiative.-$97,072
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHIG NOGUCHIChair-$0--
GARY HOLLOWAYMember-$0--
KERRI HOWARDCo-Chair-$0--
ERIKA COPLENMember-$0--
Filing and Contact Details

Filer

Filer Name
Usw-proterra Training and Apprenticeship
EIN
86-3619307
In Care Of
% MICHELLE YANEZ
Phone
3239383000
Address
1200 E 220TH ST, CARSON, CA 90745

Signing Officer

Name
Shig Noguchi
Title
Chair
Phone
3239383000
Signed
2023-08-19
Discuss with paid preparer
Yes

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 V, LINE 36:

“On july 5, 2023, the board of trustees agreed to terminate the training fund effective july 26, 2023.”

Form 990EZ Part I Line 16

“Description:INSURANCE Amount:6828”

Form 990EZ Part I Line 16

“Description:BANK FEES Amount:30”

Form 990EZ Part I Line 16

“Description:MEMBERSHIP AND SUBSCRIPTIONS Amount:1700”

Form 990EZ Part I Line 16

“Description:PROMOTIONAL ITEMS Amount:4999”

Form 990EZ Part II Line 24

“Description:GRANT RECEIVABLE BOY Amount:93719 EOY Amount:”

Form 990EZ Part II Line 26

“Description:LOAN TO PROTERRA, INC. - RELATED PARTY BOY Amount:93719 EOY Amount:”

Form 990EZ Part II Line 26

“Description:ACCOUNTS PAYABLE BOY Amount:22181 EOY Amount:”

Raw XML Appendix170 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHELLE YANEZ
IRS990EZ/BooksInCareOfDetail/PhoneNum03239383000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01200 E 220TH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARSON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0907453505
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06963
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt00
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0112290
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015218
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt083515
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0100682
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0112290
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-15218
IRS990EZ/NetAssetsOrFundBalancesEOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-15218
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHIG NOGUCHI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GARY HOLLOWAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KERRI HOWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIKA COPLEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CO-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt093719
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt013557
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE TRAINING AND APPRENTICESHIP PROGRAMS TO ELIGIBLE EMPLOYEES, USING FUNDS FOR TRAINING AND WORKFORCE DEVELOPMENT PURSUANT TO A GRANT ISSUED BY CALIFORNIA'S HIGH ROAD TRAINING PARTNERSHIPS INITIATIVE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0To provide training and apprenticeship programs to eligible employees, using funds for training and workforce development pursuant to a grant issued by California's High Road Training Partnerships initiative.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt097072
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0115900
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt097072
IRS990EZ/TotalProgramServiceExpensesAmt097072
IRS990EZ/TotalRevenueAmt0112290
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE TRAINING FUND'S APPLICATION HAS A STATEMENT OF COMPLIANCE.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3:
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ON JULY 5, 2023, THE BOARD OF TRUSTEES AGREED TO TERMINATE THE TRAINING FUND EFFECTIVE JULY 26, 2023.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description:INSURANCE Amount:6828
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description:BANK FEES Amount:30
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description:MEMBERSHIP AND SUBSCRIPTIONS Amount:1700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description:PROMOTIONAL ITEMS Amount:4999
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description:GRANT RECEIVABLE BOY Amount:93719 EOY Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description:LOAN TO PROTERRA, INC. - RELATED PARTY BOY Amount:93719 EOY Amount:
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description:ACCOUNTS PAYABLE BOY Amount:22181 EOY Amount:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 36:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990EZ PART II LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990EZ PART II LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990EZ PART II LINE 26
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SHIG NOGUCHI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum03239383000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0USW-PROTERRA TRAINING AND APPRENTICESHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0USW-
ReturnHeader/Filer/EIN0863619307
ReturnHeader/Filer/InCareOfNm0% MICHELLE YANEZ
ReturnHeader/Filer/PhoneNum03239383000
ReturnHeader/Filer/USAddress/AddressLine1Txt01200 E 220TH ST
ReturnHeader/Filer/USAddress/CityNm0CARSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090745
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER KAPLAN ARASE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04123 LANKERSHIM BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NORTH HOLLYWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0916022828
ReturnHeader/PreparerPersonGrp/PhoneNum08187692010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey Goss
ReturnHeader/ReturnTs02023-08-22T11:45:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SHIG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NOGUCHI
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-07-26
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits