Civic Intelligence

Phoenix Electrical Joint Apprentice & Training Program for the Eci

990 • Fiscal year 2023 • EIN 86-6053545

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 01, 2024

Organization Profilepejatc.org

Refreshing map…

1520 E Indianola AvePhoenix, AZ 85014

(602) 263-8104

Siviq Scores

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

Liabilities / Assets

10th percentile

0.00x

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

2023 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

10th percentile

0.00x

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

2023 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2023

Net Margin

96th percentile

55%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

18th percentile

$144,861

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2023 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2023

Asset Growth

97th percentile

49%

Faster asset growth than 97% of similar nonprofits.

2023 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

47%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets10th percentile

Assets

Flat

$10,352,756

Flat from 2023

Net Assets

Flat

$10,352,756

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin96th percentile

Revenue

Flat

$6,085,377

Flat from 2023

Expenses

Flat

$2,759,468

Flat from 2023

Net Income

Flat

$3,325,909

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$15M$10M$5.0M$0Assets 2011: $4,814,639Liabilities 2011: $0Net Assets 2011: $4,814,6392011Assets 2012: $5,000,753Liabilities 2012: $0Net Assets 2012: $5,000,7532012Assets 2013: $5,073,877Liabilities 2013: $0Net Assets 2013: $5,073,8772013Assets 2014: $4,962,539Liabilities 2014: $0Net Assets 2014: $4,962,5392014Assets 2015: $4,555,090Liabilities 2015: $0Net Assets 2015: $4,555,0902015Assets 2016: $4,549,509Liabilities 2016: $0Net Assets 2016: $4,549,5092016Assets 2017: $4,484,890Liabilities 2017: $0Net Assets 2017: $4,484,8902017Assets 2018: $4,355,171Liabilities 2018: $0Net Assets 2018: $4,355,1712018Assets 2019: $4,427,434Liabilities 2019: $0Net Assets 2019: $4,427,4342019Assets 2020: $4,823,618Liabilities 2020: $0Net Assets 2020: $4,823,6182020Assets 2021: $5,021,978Liabilities 2021: $0Net Assets 2021: $5,021,9782021Assets 2022: $6,962,960Liabilities 2022: $0Net Assets 2022: $6,962,9602022Assets 2023: $10,352,756Liabilities 2023: $0Net Assets 2023: $10,352,7562023Assets 2023: $10,352,756Liabilities 2023: $0Net Assets 2023: $10,352,7562023Assets 2024: $11,700,961Liabilities 2024: $0Net Assets 2024: $11,700,9612024

Highlighted filing

2023

Assets$10,352,756
Liabilities$0
Net Assets$10,352,756
Open 2023 Filing

Operations Trend

Revenue Growth94th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $979,635Expenses 2011: $892,095Net Income 2011: $87,5402011Revenue 2012: $755,444Expenses 2012: $579,050Net Income 2012: $176,3942012Revenue 2013: $777,380Expenses 2013: $740,383Net Income 2013: $36,9972013Revenue 2014: $706,219Expenses 2014: $809,042Net Income 2014: -$102,8232014Revenue 2015: $444,830Expenses 2015: $805,897Net Income 2015: -$361,0672015Revenue 2016: $695,817Expenses 2016: $722,360Net Income 2016: -$26,5432016Revenue 2017: $779,842Expenses 2017: $868,452Net Income 2017: -$88,6102017Revenue 2018: $849,820Expenses 2018: $979,819Net Income 2018: -$129,9992018Revenue 2019: $1,240,651Expenses 2019: $1,168,388Net Income 2019: $72,2632019Revenue 2020: $1,805,678Expenses 2020: $1,409,494Net Income 2020: $396,1842020Revenue 2021: $2,024,387Expenses 2021: $1,826,027Net Income 2021: $198,3602021Revenue 2022: $4,132,383Expenses 2022: $2,102,761Net Income 2022: $2,029,6222022Revenue 2023: $6,085,377Expenses 2023: $2,759,468Net Income 2023: $3,325,9092023Revenue 2023: $6,085,377Expenses 2023: $2,759,468Net Income 2023: $3,325,9092023Revenue 2024: $6,204,147Expenses 2024: $4,924,388Net Income 2024: $1,279,7592024

Highlighted filing

2023

Revenue$6,085,377
Expenses$2,759,468
Net Income$3,325,909
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 1, 2024
Return Version
2023v5.1
Gross Receipts
$6,085,377
Mission and Program Overview

Mission

Training and education of electrical apprentices.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$6,962,960$10,352,756▲ $3,389,796
Investments in Publicly Traded Securities-$1,105,143-
Cash and Non-Interest-Bearing Accounts$106,438$743,433▲ $636,995
Accounts Receivable$259,896$371,660▲ $111,764
Savings and Temporary Cash Investments$758,844$191,298▼ $567,546
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$6,962,960$10,352,756▲ $3,389,796
Other Assets Total$5,837,782$7,941,222▲ $2,103,440
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,962,960$10,352,756▲ $3,389,796
Total Liabilities and Net Assets / Fund Balance$6,962,960$10,352,756▲ $3,389,796

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$7,941,222--
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleOtherTotal
Shawn HutchinsonDirector$144,861$144,861
Lee EmmsCoordinator$138,022$138,022
Brian LynchInstructor$132,323$132,323
Nicholas BrownInstructor$132,265$132,265
Daniel FerroInstructor$130,996$130,996

Board Members and Trustees

NameTitle
Brian SwainTrustee
Chris CarrascoTrustee
Debra MargrafTrustee
Dennis AnthonyTrustee
James CrutchfieldTrustee
Jason DempseyTrustee
Stephan ColeTrustee
Sterling WoodsTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,897,291
Investment Income
$84,646
Other Revenue
$2,103,440
Change in Net Assets
$3,325,909
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,759,468
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses---$2,759,468
Total Functional Expenses$0$0$0$2,759,468
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$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
No
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
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“Organization has no committees.”

Form 990, Part VI, Section B, Line 11B

“Form 990 was provided to the trustee for review prior to filing. The return is provided to the full board at the next scheduled board meeting.”

Form 990, Part VI, Section B, Line 12C

“The returns asks questions if a writen conflict of interest policywhistleblower policy or documentation retention policy is in place at yearend. As of year end such polices were not in place. However, the entity in conjunction with the trustees, legal counsel and other service providers are reviewing, preparing and drafting such polices that may be applicable to the organization for the board to review and adopt as deemed necessary.”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Phoenix Electrical Joint Apprentice &
EIN
86-6053545
Phone
6022638104
Address
1520 E Indianola Ave, Phoenix, AZ 85014

Signing Officer

Name
Debra Margraf
Title
Trustee
Signed
2024-07-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Board of Trustees
Formed
1969
Legal Domicile
Az
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Baldwin Moffitt Behm LLP
Address
8399 E Indian School Rd 201, Scottsdale, AZ 85251
Preparer
Robert H Baldwin
Phone
4807369200
Supplemental Narrative

Additional Explanations

Additional Information

“The organization's oversight process or selection process has not changed during the year.”

Financial Statement Notes

Part X : FIN48 Footnote

“Tax years 2021-2023 remain subject to examination for federal income tax purposes and tax years 2020-2023 remain subject to examination for state income taxes. The organization uses a loss contingeny approach for evaluating uncertain tax positions. The organization continually evaluates expiring statues of limitations, audits, changes in tax laws and new authoritative rulings.”

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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/ExplanationTxt0TAX YEARS 2021-2023 REMAIN SUBJECT TO EXAMINATION FOR FEDERAL INCOME TAX PURPOSES AND TAX YEARS 2020-2023 REMAIN SUBJECT TO EXAMINATION FOR STATE INCOME TAXES. THE ORGANIZATION USES A LOSS CONTINGENY APPROACH FOR EVALUATING UNCERTAIN TAX POSITIONS. THE ORGANIZATION CONTINUALLY EVALUATES EXPIRING STATUES OF LIMITATIONS, AUDITS, CHANGES IN TAX LAWS AND NEW AUTHORITATIVE RULINGS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION HAS NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WAS PROVIDED TO THE TRUSTEE FOR REVIEW PRIOR TO FILING. THE RETURN IS PROVIDED TO THE FULL BOARD AT THE NEXT SCHEDULED BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETURNS ASKS QUESTIONS IF A WRITEN CONFLICT OF INTEREST POLICYWHISTLEBLOWER POLICY OR DOCUMENTATION RETENTION POLICY IS IN PLACE AT YEAREND. AS OF YEAR END SUCH POLICES WERE NOT IN PLACE. HOWEVER, THE ENTITY IN CONJUNCTION WITH THE TRUSTEES, LEGAL COUNSEL AND OTHER SERVICE PROVIDERS ARE REVIEWING, PREPARING AND DRAFTING SUCH POLICES THAT MAY BE APPLICABLE TO THE ORGANIZATION FOR THE BOARD TO REVIEW AND ADOPT AS DEEMED NECESSARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S OVERSIGHT PROCESS OR SELECTION PROCESS HAS NOT CHANGED DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4ADDITIONAL INFORMATION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SCHOOL FOR THE ECI
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$10,352,756
Liabilities
$0
Net assets
$10,352,756
Revenue
$6,085,377
Expenses
$2,759,468
Net income
$3,325,909
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.7$0.00$11.7$6.20$4.92$1.28
2023Detailed filing. Detailed filing data is available for this year.$10.4$0.00$10.4$6.09$2.76$3.33
2023Summary only. Only limited summary data is available for this year.$10.4$0.00$10.4$6.09$2.76$3.33
2022Summary only. Only limited summary data is available for this year.$6.96$0.00$6.96$4.13$2.10$2.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.02$0.00$5.02$2.02$1.83$0.20
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.82$0.00$4.82$1.81$1.41$0.40
2019Summary only. Only limited summary data is available for this year.$4.43$0.00$4.43$1.24$1.17$0.07
2018Summary only. Only limited summary data is available for this year.$4.36$0.00$4.36$0.85$0.98$0.13
2017Summary only. Only limited summary data is available for this year.$4.48$0.00$4.48$0.78$0.87$0.09
2016Summary only. Only limited summary data is available for this year.$4.55$0.00$4.55$0.70$0.72$0.03
2015Summary only. Only limited summary data is available for this year.$4.56$0.00$4.56$0.44$0.81$0.36
2014Summary only. Only limited summary data is available for this year.$4.96$0.00$4.96$0.71$0.81$0.10
2013Summary only. Only limited summary data is available for this year.$5.07$0.00$5.07$0.78$0.74$0.04
2012Summary only. Only limited summary data is available for this year.$5.00$0.00$5.00$0.76$0.58$0.18
2011Summary only. Only limited summary data is available for this year.$4.81$0.00$4.81$0.98$0.89$0.09