Civic Intelligence

San Francisco Electrical Industry Apprenticeship and Training Trust

990 • Fiscal year 2017 • EIN 94-6061905

Jun 01, 2016 to May 31, 2017 • Filed on Aug 31, 2017

Organization ProfileN/A

View Organization Page

720 market st ste 700San Francisco, CA 94102

(415) 263-3670

Siviq Scores

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

Liabilities / Assets

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.03x

Higher debt load relative to revenue than 12% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

90th percentile

46%

Higher net margin than 90% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

65th percentile

$223,147

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

90th percentile

31%

Faster asset growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

73rd percentile

17%

Faster revenue growth than 73% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$11,707,402

Up $2,781,840 (+31%) from 2016

Net Assets

Up

$11,550,659

Up $2,808,346 (+32%) from 2016

Liabilities

Down

$156,743

Down $26,506 (-14%) from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin90th percentile

Revenue

Up

$5,251,462

Up $756,215 (+17%) from 2016

Expenses

Up

$2,856,109

Up $314,714 (+12%) from 2016

Net Income

Up

$2,395,353

Up $441,501 (+23%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$30M$20M$10M$0Assets 2011: $3,537,480Liabilities 2011: $180,912Net Assets 2011: $3,356,5682011Assets 2012: $3,742,526Liabilities 2012: $100,772Net Assets 2012: $3,641,7542012Assets 2013: $4,684,476Liabilities 2013: $122,499Net Assets 2013: $4,561,9772013Assets 2014: $5,815,046Liabilities 2014: $132,598Net Assets 2014: $5,682,4482014Assets 2015: $7,117,572Liabilities 2015: $190,008Net Assets 2015: $6,927,5642015Assets 2016: $8,925,562Liabilities 2016: $183,249Net Assets 2016: $8,742,3132016Assets 2017: $11,707,402Liabilities 2017: $156,743Net Assets 2017: $11,550,6592017Assets 2018: $14,537,881Liabilities 2018: $183,942Net Assets 2018: $14,353,9392018Assets 2019: $17,914,743Liabilities 2019: $231,760Net Assets 2019: $17,682,9832019Assets 2020: $20,922,134Liabilities 2020: $275,827Net Assets 2020: $20,646,3072020Assets 2021: $25,295,646Liabilities 2021: $233,537Net Assets 2021: $25,062,1092021Assets 2022: $24,618,240Liabilities 2022: $301,742Net Assets 2022: $24,316,4982022Assets 2023: $23,698,128Liabilities 2023: $866,456Net Assets 2023: $22,831,6722023Assets 2024: $24,366,164Liabilities 2024: $613,852Net Assets 2024: $23,752,3122024Assets 2025: $25,865,812Liabilities 2025: $1,730,442Net Assets 2025: $24,135,3702025

Highlighted filing

2017

Assets$11,707,402
Liabilities$156,743
Net Assets$11,550,659
Open 2017 Filing

Operations Trend

Revenue Growth73rd percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $1,333,1922011Expenses 2012: $1,438,2132012Revenue 2013: $2,138,040Expenses 2013: $1,543,949Net Income 2013: $594,0912013Revenue 2014: $2,699,396Expenses 2014: $1,882,488Net Income 2014: $816,9082014Revenue 2015: $3,424,303Expenses 2015: $2,244,291Net Income 2015: $1,180,0122015Revenue 2016: $4,495,247Expenses 2016: $2,541,395Net Income 2016: $1,953,8522016Revenue 2017: $5,251,462Expenses 2017: $2,856,109Net Income 2017: $2,395,3532017Revenue 2018: $6,039,924Expenses 2018: $3,099,215Net Income 2018: $2,940,7092018Revenue 2019: $6,734,408Expenses 2019: $3,150,377Net Income 2019: $3,584,0312019Revenue 2020: $6,714,481Expenses 2020: $3,634,157Net Income 2020: $3,080,3242020Revenue 2021: $6,484,382Expenses 2021: $3,408,847Net Income 2021: $3,075,5352021Revenue 2022: $4,990,979Expenses 2022: $3,866,410Net Income 2022: $1,124,5692022Revenue 2023: $2,740,615Expenses 2023: $4,194,491Net Income 2023: -$1,453,8762023Revenue 2024: $4,579,053Expenses 2024: $4,826,088Net Income 2024: -$247,0352024Revenue 2025: $4,412,035Expenses 2025: $4,244,392Net Income 2025: $167,6432025

Highlighted filing

2017

Revenue$5,251,462
Expenses$2,856,109
Net Income$2,395,353
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Aug 31, 2017
Return Version
2016v3.1
Gross Receipts
$5,349,877
Mission and Program Overview

Mission

To educate apprentices and journeymen in the electrical industry who are covered by a collective bargaining agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$8,742,313$11,550,659▲ $2,808,346
Investments in Publicly Traded Securities$7,173,763$10,018,243▲ $2,844,480
Accounts Receivable$385,058$901,374▲ $516,316
Savings and Temporary Cash Investments$931,839$426,548▼ $505,291
Cash and Non-Interest-Bearing Accounts$291,863$166,081▼ $125,782
Land, Buildings, and Equipment, Net$78,410$135,571▲ $57,161
Inventories for Sale or Use$34,573$30,656▼ $3,917
Prepaid Expenses and Deferred Charges$30,056$28,929▼ $1,127
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
Loans From Officers Directors$0$0→ $0
Total Assets$8,925,562$11,707,402▲ $2,781,840
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$183,249$156,743▼ $26,506
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$183,249$156,743▼ $26,506
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,742,313$11,550,659▲ $2,808,346
Total Liabilities and Net Assets / Fund Balance$8,925,562$11,707,402▲ $2,781,840

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$29,309$796,534$825,843
Equipment$35,481$643,109$678,590
Other Land Buildings$70,781$137,596$208,377
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter ChursinTraining DirectorFT$163,503$59,644$223,147

Board Members and Trustees

NameTitle
John DohertyCommittee Member
Mike MckennaCommittee Member
Thomas ColemanCommittee Member
chris wilsonCommittee Member
tom mcclure jrCommittee Member
wayne huieCommittee Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,867,626
Investment Income
$381,622
Other Revenue
$2,214
Change in Net Assets
$2,395,353

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,251,462
Revenue Not Reported on Form 990
$412,993
Total Revenue per Audited Statements
$5,664,455
Total Revenue per Form 990
$5,251,462
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,869,749
Other Expenses$986,360
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,036,788$259,196$0$1,295,984
Other Employee Benefits$402,080$71,696$0$473,776
Occupancy$218,393$24,266$0$242,659
Payroll Taxes$79,991$19,998$0$99,989
Fees for Services Other$72,399--$72,399
Conferences and Meetings$62,084$3,267$0$65,351
Office Expenses$47,858$11,964$0$59,822
All Other Expenses$44,337$1,766-$46,103
Information Technology$42,183$0$0$42,183
Fees for Services Management$35,555$3,951$0$39,506
Depreciation Depletion$35,093$1,085$0$36,178
Advertising$35,924$0$0$35,924
Other Expenses$23,825$2,648$0$26,473
Insurance$18,984$4,746$0$23,730
Fees for Services Accounting$0$9,600$0$9,600
Fees for Service Investment Mgmnt Fees$0$5,000$0$5,000
Fees for Services Legal$0$2,651$0$2,651
Total Functional Expenses$2,422,478$433,631$0$2,856,109

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,856,109
Total Expenses per Audited Statements$2,856,109
Total Expenses per Form 990$2,856,109
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
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, LINE 11B:

“FORM 990 WAS REVIEWED BY THE ADMINISTRATIVE OFFICE PRIOR TO FILING AND any unusual items are REPORTED at THE FOLLOWING TRAINING TRUST MEETING. PART VI, LINE 12C: THE TRAINING TRUST HAS A CONFLICT OF INTEREST POLICY THAT REQUIRES ALL committee members AND SERVICE PROVIDERS TO CONTACT THE ADMINISTRATIVE OFFICE IF ANY ISSUES ARISE THAT COULD IMPAIR THEIR INDEPENDENCE. PART VI, LINE 15B: THE PROCESS FOR DETERMINING COMPENSATION FOR ALL EMPLOYEES OF THE TRAINING TRUST INCLUDES A REVIEW AND APPROVAL FROM THE TRAINING TRUST COMMITTEE. PART VI, LINE 19: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ADMINISTRATIVE OFFICE.”

Filing and Contact Details

Filer

Filer Name
San Francisco Electrical Industry
EIN
94-6061905
In Care Of
% NANCY FINEGAN
Phone
4152633670
Address
720 market st ste 700, San Francisco, CA 94102

Signing Officer

Name
Nancy Finegan
Title
administrator
Phone
4152633670
Signed
2017-08-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
nancy finegan
Formed
1962
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
41
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
2 EMBARCADERO CTR STE 2280, SAN FRANCISCO, CA 94111-3916
Preparer
Jeffrey Goss
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.”

Raw XML AppendixShowing 400 of 545 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0183249
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0156743
IRS990/AccountsReceivableGrp/BOYAmt0385058
IRS990/AccountsReceivableGrp/EOYAmt0901374
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO EDUCATE APPRENTICES AND JOURNEYMEN IN THE ELECTRICAL INDUSTRY WHO ARE COVERED BY A COLLECTIVE BARGAINING AGREEMENT.
IRS990/AdvertisingGrp/FundraisingAmt00
IRS990/AdvertisingGrp/ManagementAndGeneralAmt00
IRS990/AdvertisingGrp/ProgramServicesAmt035924
IRS990/AdvertisingGrp/TotalAmt035924
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01766
IRS990/AllOtherExpensesGrp/ProgramServicesAmt044337
IRS990/AllOtherExpensesGrp/TotalAmt046103
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0NANCY FINEGAN
IRS990/BooksInCareOfDetail/PhoneNum04152633670
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0720 MARKET ST STE 700
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN FRANCISCO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094102
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0291863
IRS990/CashNonInterestBearingGrp/EOYAmt0166081
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt03267
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt062084
IRS990/ConferencesMeetingsGrp/TotalAmt065351
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0381622
IRS990/CYOtherExpensesAmt0986360
IRS990/CYOtherRevenueAmt02214
IRS990/CYProgramServiceRevenueAmt04867626
IRS990/CYRevenuesLessExpensesAmt02395353
IRS990/CYSalariesCompEmpBnftPaidAmt01869749
IRS990/CYTotalExpensesAmt02856109
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05251462
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01085
IRS990/DepreciationDepletionGrp/ProgramServicesAmt035093
IRS990/DepreciationDepletionGrp/TotalAmt036178
IRS990/Desc0TO EDUCATE APPRENTICES AND JOURNEYMEN IN THE ELECTRICAL INDUSTRY WHO ARE COVERED BY A COLLECTIVE BARGAINING AGREEMENT.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt041
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt02422478
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt09600
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt09600
IRS990/FeesForServicesLegalGrp/FundraisingAmt00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02651
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt02651
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/FundraisingAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt03951
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt035555
IRS990/FeesForServicesManagementGrp/TotalAmt039506
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt072399
IRS990/FeesForServicesOtherGrp/TotalAmt072399
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt05000
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05000
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.0
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt659644
IRS990/Form990PartVIISectionAGrp/PersonNm0MIKE MCKENNA
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN DOHERTY
IRS990/Form990PartVIISectionAGrp/PersonNm2Thomas Coleman
IRS990/Form990PartVIISectionAGrp/PersonNm3wayne huie
IRS990/Form990PartVIISectionAGrp/PersonNm4tom mcclure jr
IRS990/Form990PartVIISectionAGrp/PersonNm5chris wilson
IRS990/Form990PartVIISectionAGrp/PersonNm6PETER CHURSIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6163503
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5COMMITTEE MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRAINING DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt050816
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0149231
IRS990/GrossReceiptsAmt05349877
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt042183
IRS990/InformationTechnologyGrp/TotalAmt042183
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt04746
IRS990/InsuranceGrp/ProgramServicesAmt018984
IRS990/InsuranceGrp/TotalAmt023730
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt034573
IRS990/InventoriesForSaleOrUseGrp/EOYAmt030656
IRS990/InvestmentIncomeGrp/ExclusionAmt0330806
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0330806
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07173763
IRS990/InvestmentsPubTradedSecGrp/EOYAmt010018243
IRS990/IRPDocumentCnt012
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01577239
IRS990/LandBldgEquipBasisNetGrp/BOYAmt078410
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0135571
IRS990/LandBldgEquipCostOrOtherBssAmt01712810
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt098415
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO EDUCATE APPRENTICES AND JOURNEYMEN IN THE ELECTRICAL INDUSTRY WHO ARE COVERED BY A COLLECTIVE BARGAINING AGREEMENT.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt08742313
IRS990/NetAssetsOrFundBalancesEOYAmt011550659
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt050816
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt050816
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0412993
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt024266
IRS990/OccupancyGrp/ProgramServicesAmt0218393
IRS990/OccupancyGrp/TotalAmt0242659
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011964
IRS990/OfficeExpensesGrp/ProgramServicesAmt047858
IRS990/OfficeExpensesGrp/TotalAmt059822
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt071696
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0402080
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0473776
IRS990/OtherExpensesGrp/Desc0TEXTBOOKS
IRS990/OtherExpensesGrp/Desc1CLASS MATERIALS
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3TAXES AND LICENSES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt211797
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32648
IRS990/OtherExpensesGrp/ProgramServicesAmt0150870
IRS990/OtherExpensesGrp/ProgramServicesAmt168920
IRS990/OtherExpensesGrp/ProgramServicesAmt247194
IRS990/OtherExpensesGrp/ProgramServicesAmt323825
IRS990/OtherExpensesGrp/TotalAmt0150870
IRS990/OtherExpensesGrp/TotalAmt168920
IRS990/OtherExpensesGrp/TotalAmt258991
IRS990/OtherExpensesGrp/TotalAmt326473
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0SALES OF TEXTBOOKS, NET
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01686
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1528
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01686
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1528
IRS990/OtherRevenueTotalAmt02214
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0259196
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01036788
IRS990/OtherSalariesAndWagesGrp/TotalAmt01295984
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt019998
IRS990/PayrollTaxesGrp/ProgramServicesAmt079991
IRS990/PayrollTaxesGrp/TotalAmt099989
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt030056
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt028929
IRS990/PrincipalOfficerNm0nancy finegan
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1MONTOYA FUNDING
IRS990/ProgramServiceRevenueGrp/Desc2GRANT FUNDING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03932221
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1484594
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2450811
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03932221
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1484594
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2450811
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0142768
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0842660
IRS990/PYOtherRevenueAmt0-2669
IRS990/PYProgramServiceRevenueAmt04355148
IRS990/PYRevenuesLessExpensesAmt01953852
IRS990/PYSalariesCompEmpBnftPaidAmt01698735
IRS990/PYTotalExpensesAmt02541395
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04495247
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02395353
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt08742313
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt011550659
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0931839
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0426548
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt035481
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0643109
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0678590
IRS990ScheduleD/ExpensesSubtotalAmt02856109
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt029309
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0796534
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0825843
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0412993
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt070781
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0137596
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0208377
IRS990ScheduleD/RevenueNotReportedAmt0412993
IRS990ScheduleD/RevenueSubtotalAmt05251462
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/TotalBookValueLandBuildingsAmt0135571
IRS990ScheduleD/TotalExpensesPerForm990Amt02856109
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt05251462
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05664455
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02856109
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,707,402
Liabilities
$156,743
Net assets
$11,550,659
Revenue
$5,251,462
Expenses
$2,856,109
Net income
$2,395,353
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.9$1.73$24.1$4.41$4.24$0.17
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.4$0.61$23.8$4.58$4.83$0.25
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.7$0.87$22.8$2.74$4.19$1.45
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.6$0.30$24.3$4.99$3.87$1.12
2021Detailed filing. Detailed filing data is available for this year.$25.3$0.23$25.1$6.48$3.41$3.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.9$0.28$20.6$6.71$3.63$3.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$0.23$17.7$6.73$3.15$3.58
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.18$14.4$6.04$3.10$2.94
2017Detailed filing. Detailed filing data is available for this year.$11.7$0.16$11.6$5.25$2.86$2.40
2016Detailed filing. Detailed filing data is available for this year.$8.93$0.18$8.74$4.50$2.54$1.95
2015Detailed filing. Detailed filing data is available for this year.$7.12$0.19$6.93$3.42$2.24$1.18
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.82$0.13$5.68$2.70$1.88$0.82
2013Summary only. Only limited summary data is available for this year.$4.68$0.12$4.56$2.14$1.54$0.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.74$0.10$3.64$1.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.54$0.18$3.36$1.33