Civic Intelligence

Santa Clara County Electrical Jatc

990 • Fiscal year 2016 • EIN 94-2324608

Jun 01, 2015 to May 31, 2016 • Filed on Feb 27, 2017

Organization ProfileN/A
908 Bern CTSan Jose, CA 95112

(408) 453-1022

Siviq Scores

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

Liabilities / Assets

18th percentile

0.02x

Higher debt load relative to assets than 18% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

15th percentile

0.05x

Higher debt load relative to revenue than 15% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

89th percentile

39%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

64th percentile

$218,349

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

89th percentile

26%

Faster asset growth than 89% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

28%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$11,170,037

Up $2,317,873 (+26%) from 2015

Net Assets

Up

$10,915,326

Up $2,155,473 (+25%) from 2015

Liabilities

Up

$254,711

Up $162,400 (+176%) from 2015

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin89th percentile

Revenue

Up

$5,476,939

Up $1,187,964 (+28%) from 2015

Expenses

Up

$3,321,466

Up $97,779 (+3.0%) from 2015

Net Income

Up

$2,155,473

Up $1,090,185 (+102%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$60M$40M$20M$0Assets 2011: $5,279,032Liabilities 2011: $89,432Net Assets 2011: $5,189,6002011Assets 2012: $5,923,843Liabilities 2012: $93,518Net Assets 2012: $5,830,3252012Assets 2013: $6,863,340Liabilities 2013: $95,072Net Assets 2013: $6,768,2682013Assets 2014: $7,814,398Liabilities 2014: $119,833Net Assets 2014: $7,694,5652014Assets 2015: $8,852,164Liabilities 2015: $92,311Net Assets 2015: $8,759,8532015Assets 2016: $11,170,037Liabilities 2016: $254,711Net Assets 2016: $10,915,3262016Assets 2017: $14,332,818Liabilities 2017: $99,355Net Assets 2017: $14,233,4632017Assets 2018: $16,325,900Liabilities 2018: $126,573Net Assets 2018: $16,199,3272018Assets 2019: $19,034,034Liabilities 2019: $203,997Net Assets 2019: $18,830,0372019Assets 2020: $33,592,028Liabilities 2020: $11,677,910Net Assets 2020: $21,914,1182020Assets 2021: $38,130,985Liabilities 2021: $11,805,465Net Assets 2021: $26,325,5202021Assets 2022: $47,505,228Liabilities 2022: $9,648,916Net Assets 2022: $37,856,3122022Assets 2023: $48,884,643Liabilities 2023: $9,766,157Net Assets 2023: $39,118,4862023Assets 2024: $47,410,798Liabilities 2024: $7,318,601Net Assets 2024: $40,092,1972024Assets 2025: $46,464,182Liabilities 2025: $6,178,576Net Assets 2025: $40,285,6062025

Highlighted filing

2016

Assets$11,170,037
Liabilities$254,711
Net Assets$10,915,326
Open 2016 Filing

Operations Trend

Revenue Growth85th percentile

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

$20M$15M$10M$5.0M$0Revenue 2011: $2,590,236Expenses 2011: $2,120,968Net Income 2011: $469,2682011Expenses 2012: $2,205,0932012Revenue 2013: $3,348,429Expenses 2013: $2,410,486Net Income 2013: $937,9432013Revenue 2014: $3,682,230Expenses 2014: $2,755,933Net Income 2014: $926,2972014Revenue 2015: $4,288,975Expenses 2015: $3,223,687Net Income 2015: $1,065,2882015Revenue 2016: $5,476,939Expenses 2016: $3,321,466Net Income 2016: $2,155,4732016Revenue 2017: $7,237,858Expenses 2017: $3,919,721Net Income 2017: $3,318,1372017Revenue 2018: $6,334,895Expenses 2018: $4,369,031Net Income 2018: $1,965,8642018Revenue 2019: $6,818,455Expenses 2019: $4,187,745Net Income 2019: $2,630,7102019Revenue 2020: $8,045,694Expenses 2020: $4,961,613Net Income 2020: $3,084,0812020Revenue 2021: $9,660,105Expenses 2021: $5,248,703Net Income 2021: $4,411,4022021Revenue 2022: $17,178,893Expenses 2022: $5,648,101Net Income 2022: $11,530,7922022Revenue 2023: $9,384,198Expenses 2023: $8,122,024Net Income 2023: $1,262,1742023Revenue 2024: $8,216,555Expenses 2024: $7,242,844Net Income 2024: $973,7112024Revenue 2025: $8,810,199Expenses 2025: $8,616,790Net Income 2025: $193,4092025

Highlighted filing

2016

Revenue$5,476,939
Expenses$3,321,466
Net Income$2,155,473
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Feb 27, 2017
Return Version
2015v3.0
Gross Receipts
$5,485,253
Mission and Program Overview

Mission

To provide a program for the education of apprentices and supplementary education of journeymen who are covered by collective bargaining agreements.

to provide a program for the education of apprentices and apprentices and supplementary education of journeymen who are covered by collective bargaining agreements.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,369,582$6,753,087▲ $1,383,505
Land, Buildings, and Equipment, Net$2,529,770$2,914,003▲ $384,233
Accounts Receivable$875,731$1,306,361▲ $430,630
Prepaid Expenses and Deferred Charges$35,990$118,835▲ $82,845
Pledges and Grants Receivable$39,324$77,751▲ $38,427
Cash and Non-Interest-Bearing Accounts$1,767$0▼ $1,767
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
Investments in Publicly Traded Securities$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$8,852,164$11,170,037▲ $2,317,873
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$0$150,533▲ $150,533
Accounts Payable and Accrued Expenses$92,311$104,178▲ $11,867
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$92,311$254,711▲ $162,400
Net Assets / Fund Balance
Unrestricted Net Assets$8,759,853$10,915,326▲ $2,155,473
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$8,759,853$10,915,326▲ $2,155,473
Total Liabilities and Net Assets / Fund Balance$8,852,164$11,170,037▲ $2,317,873

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,561,695$1,125,196$2,686,891
Buildings$447,970$1,137,712$1,585,682
Land$814,000-$814,000
Equipment$76,838$499,384$576,222
Other Land Buildings$13,500$109,051$122,551
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William CpowerTraining DirectorFT$139,121$79,228$218,349
Jon Paul WolfeCoordinatorFT$114,401$79,228$193,629
Frank GarciainstructorFT$114,796$35,043$149,839

Board Members and Trustees

NameTitle
Douglas LungChairman
George WoodleyTrustee
Matt AltmannTrustee
Rich AyersTrustee
Wendell WeberTrustee
michael baratstrustee
william miceneTrustee
gerald pfeiferSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$357,043
Program Service Revenue
$4,704,998
Investment Income
$6,300
Other Revenue
$408,598
All Other Contributions
$23,413
Change in Net Assets
$2,155,473

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,476,939
Total Revenue per Audited Statements
$5,476,939
Total Revenue per Form 990
$5,476,939
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,707,902
Other Expenses$1,613,564
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$770,242$513,494-$1,283,736
Other Expenses$318,191$6,067-$318,191
All Other Expenses$169,655$10,165-$179,820
Depreciation Depletion-$168,042-$168,042
Travel$100,527$57,420-$157,947
Pension Plan Contributions$94,745$63,164-$157,909
Other Employee Benefits$91,726$61,151-$152,877
Occupancy$63,978$63,977-$127,955
Payroll Taxes$68,028$45,352-$113,380
Office Expenses$56,682$56,682-$113,364
Fees for Services Other-$38,133-$38,133
Insurance-$28,826-$28,826
Fees for Services Accounting-$22,350-$22,350
Fees for Services Legal-$6,856-$6,856
Total Functional Expenses$2,179,787$1,141,679$0$3,321,466

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,321,466
Total Expenses per Audited Statements$3,321,466
Total Expenses per Form 990$3,321,466
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
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
Accrued Construction Costs Payable$150,533
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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
No

Governance Explanations

PART VI, LINE 8B:

“THE TRAINING TRUST HAS NO COMMITTEES WITH AUTHORITY to act on behALf of the GOVERNING BODY. PART VI, LINE 11B: THE RETURN IS REVIEWED AND SIGNED BY AN OFFICER. COPIES ARE AVAILABLE TO THE TRUSTEES AFTER THE 990 HAS BEEN FILED. PART VI, LINE 15: THE TRAINING DIRECTOR'S AND APPRENTICESHIP COORDINATOR'S WAGES ARE NEGOTIATED BETWEEN THE JATC AND THE INDIVIDUALS. THE OFFICE STAFF OPERATES UNDER A COLLECTIVE BARGAINING AGREEMENT. PART VI, LINE 19: DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Santa Clara County Electrical Jatc
EIN
94-2324608
In Care Of
% ANA ROSA
Phone
4084531022
Address
908 BERN CT, SAN JOSE, CA 95112

Signing Officer

Name
George Woodley
Title
Management Trustee
Phone
4084531022
Signed
2017-02-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas Lung
Formed
1974
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
42
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
44 MONTGOMERY ST STE 3701, SAN FRANCISCO, CA 94104-4831
Preparer
Catherine Gardner
Phone
4159563600
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the TRAINING Trust and recognize a tax liability if the TRAINING Trust has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The TRAINING Trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt07800
IRS990/GrossReceiptsAmt05485253
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
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IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt028826
IRS990/InsuranceGrp/TotalAmt028826
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt06814
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06814
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt0333
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02871343
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02529770
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02914003
IRS990/LandBldgEquipCostOrOtherBssAmt05785346
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt08314
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE A PROGRAM FOR THE EDUCATION OF APPRENTICES AND SUPPLEMENTARY EDUCATION OF JOURNEYMEN WHO ARE COVERED BY COLLECTIVE BARGAINING AGREEMENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt08759853
IRS990/NetAssetsOrFundBalancesEOYAmt010915326
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-514
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-514
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt063977
IRS990/OccupancyGrp/ProgramServicesAmt063978
IRS990/OccupancyGrp/TotalAmt0127955
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt056682
IRS990/OfficeExpensesGrp/ProgramServicesAmt056682
IRS990/OfficeExpensesGrp/TotalAmt0113364
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt061151
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt091726
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0152877
IRS990/OtherExpensesGrp/Desc0GRADUATION
IRS990/OtherExpensesGrp/Desc1APPRENTICE STIPENDS
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3CLASSROOM MATERIALS & EQUIP.
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06067
IRS990/OtherExpensesGrp/ProgramServicesAmt053173
IRS990/OtherExpensesGrp/ProgramServicesAmt1358463
IRS990/OtherExpensesGrp/ProgramServicesAmt234377
IRS990/OtherExpensesGrp/ProgramServicesAmt3318191
IRS990/OtherExpensesGrp/TotalAmt053173
IRS990/OtherExpensesGrp/TotalAmt1358463
IRS990/OtherExpensesGrp/TotalAmt240444
IRS990/OtherExpensesGrp/TotalAmt3318191
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0150533
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MONTOYA FUNDING
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0389674
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt118924
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0389674
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt118924
IRS990/OtherRevenueTotalAmt0408598
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0513494
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0770242
IRS990/OtherSalariesAndWagesGrp/TotalAmt01283736
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt045352
IRS990/PayrollTaxesGrp/ProgramServicesAmt068028
IRS990/PayrollTaxesGrp/TotalAmt0113380
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt063164
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt094745
IRS990/PensionPlanContributionsGrp/TotalAmt0157909
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt039324
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt077751
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt035990
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0118835
IRS990/PrincipalOfficerNm0DOUGLAS LUNG
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0BOOK SALES
IRS990/ProgramServiceRevenueGrp/Desc1CLASSROOM USAGE FEES
IRS990/ProgramServiceRevenueGrp/Desc2EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012295
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt115911
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24676792
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012295
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt115911
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24676792
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0245045
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt014155
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01573336
IRS990/PYOtherRevenueAmt0350500
IRS990/PYProgramServiceRevenueAmt03679275
IRS990/PYRevenuesLessExpensesAmt01065288
IRS990/PYSalariesCompEmpBnftPaidAmt01650351
IRS990/PYTotalExpensesAmt03223687
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04288975
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02155473
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05369582
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06753087
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0447970
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01137712
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01585682
IRS990ScheduleD/EquipmentGrp/BookValueAmt076838
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0499384
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0576222
IRS990ScheduleD/ExpensesSubtotalAmt03321466
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0814000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0814000
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01561695
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt01125196
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt02686891
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013500
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0109051
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0122551
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0150533
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED CONSTRUCTION COSTS PAYABLE
IRS990ScheduleD/RevenueSubtotalAmt05476939
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the TRAINING Trust and recognize a tax liability if the TRAINING Trust has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The TRAINING Trust 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/TotalBookValueLandBuildingsAmt02914003
IRS990ScheduleD/TotalExpensesPerForm990Amt03321466
IRS990ScheduleD/TotalLiabilityAmt0150533
IRS990ScheduleD/TotalRevenuePerForm990Amt05476939
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05476939
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03321466

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,170,037
Liabilities
$254,711
Net assets
$10,915,326
Revenue
$5,476,939
Expenses
$3,321,466
Net income
$2,155,473
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$46.5$6.18$40.3$8.81$8.62$0.19
2024Detailed filing. Detailed filing data is available for this year.$47.4$7.32$40.1$8.22$7.24$0.97
2023Detailed filing. Detailed filing data is available for this year.$48.9$9.77$39.1$9.38$8.12$1.26
2022Detailed filing. Detailed filing data is available for this year.$47.5$9.65$37.9$17.2$5.65$11.5
2021Detailed filing. Detailed filing data is available for this year.$38.1$11.8$26.3$9.66$5.25$4.41
2020Detailed filing. Detailed filing data is available for this year.$33.6$11.7$21.9$8.05$4.96$3.08
2019Detailed filing. Detailed filing data is available for this year.$19.0$0.20$18.8$6.82$4.19$2.63
2018Detailed filing. Detailed filing data is available for this year.$16.3$0.13$16.2$6.33$4.37$1.97
2017Detailed filing. Detailed filing data is available for this year.$14.3$0.10$14.2$7.24$3.92$3.32
2016Detailed filing. Detailed filing data is available for this year.$11.2$0.25$10.9$5.48$3.32$2.16
2015Detailed filing. Detailed filing data is available for this year.$8.85$0.09$8.76$4.29$3.22$1.07
2014Summary only. Only limited summary data is available for this year.$7.81$0.12$7.69$3.68$2.76$0.93
2013Summary only. Only limited summary data is available for this year.$6.86$0.10$6.77$3.35$2.41$0.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.92$0.09$5.83$2.21
2011Summary only. Only limited summary data is available for this year.$5.28$0.09$5.19$2.59$2.12$0.47