Civic Intelligence

San Francisco Electrical Industry Apprenticeship and Training Trust

990 • Fiscal year 2020 • EIN 94-6061905

Jun 01, 2019 to May 31, 2020 • Filed on Mar 08, 2021

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

15th percentile

0.01x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.04x

Higher debt load relative to revenue than 14% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

75th percentile

$271,514

Higher top officer pay than 75% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

70th percentile

17%

Faster asset growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-0.3%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$20,922,134

Up $3,007,391 (+17%) from 2019

Net Assets

Up

$20,646,307

Up $2,963,324 (+17%) from 2019

Liabilities

Up

$275,827

Up $44,067 (+19%) from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin89th percentile

Revenue

Down

$6,714,481

Down $19,927 (-0.3%) from 2019

Expenses

Up

$3,634,157

Up $483,780 (+15%) from 2019

Net Income

Down

$3,080,324

Down $503,707 (-14%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2020

Assets$20,922,134
Liabilities$275,827
Net Assets$20,646,307
Open 2020 Filing

Operations Trend

Revenue Growth43rd 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

2020

Revenue$6,714,481
Expenses$3,634,157
Net Income$3,080,324
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Mar 8, 2021
Return Version
2019v5.1
Gross Receipts
$6,714,481
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$17,682,983$20,646,307▲ $2,963,324
Investments in Publicly Traded Securities$16,024,947$19,543,277▲ $3,518,330
Accounts Receivable$618,485$533,467▼ $85,018
Savings and Temporary Cash Investments$762,352$342,431▼ $419,921
Cash and Non-Interest-Bearing Accounts$176,432$204,840▲ $28,408
Land, Buildings, and Equipment, Net$167,308$181,118▲ $13,810
Other Notes and Loans Receivable, Net$118,813$76,704▼ $42,109
Prepaid Expenses and Deferred Charges$40,208$40,297▲ $89
Inventories for Sale or Use$6,198$0▼ $6,198
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$17,914,743$20,922,134▲ $3,007,391
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$231,760$275,827▲ $44,067
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$231,760$275,827▲ $44,067
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,682,983$20,646,307▲ $2,963,324
Total Liabilities and Net Assets / Fund Balance$17,914,743$20,922,134▲ $3,007,391

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$61,126$664,924$726,050
Equipment$87,905$491,732$579,637
Other Land Buildings$32,087$168,819$200,906
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter M ChursinTraining DirectorFT$198,480$73,034$271,514
Dominic E MarquezAssistant Training DirectorFT$177,106$72,393$249,499
Christine E PetersonInstructorFT$176,091$72,363$248,454
Daniel J MuellerInstructorFT$176,091$72,363$248,454
Bart MurrayInstructorFT$152,266$71,648$223,914

Board Members and Trustees

NameTitle
John DohertyChairman
Chris WilsonCommittee Member
Mike MckennaCommittee Member
Thomas ColemanCommittee Member
Wayne HuieCommittee Member
Tom Mcclure Jrrecording secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$953,093
Program Service Revenue
$4,841,876
Investment Income
$908,661
Other Revenue
$10,851
All Other Contributions
$410,861
Change in Net Assets
$3,080,324

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,714,481
Revenue Not Reported on Form 990
$-117,000
Total Revenue per Audited Statements
$6,597,481
Total Revenue per Form 990
$6,714,481
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,345,817
Other Expenses$1,288,340
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,315,377$328,844$0$1,644,221
Other Employee Benefits$475,819$83,968$0$559,787
Occupancy$246,881$27,431$0$274,312
Payroll Taxes$113,447$28,362$0$141,809
Office Expenses$100,886$25,222$0$126,108
Conferences and Meetings$105,777$5,567$0$111,344
Fees for Services Other$74,893--$74,893
All Other Expenses$69,948$2,914-$72,862
Depreciation Depletion$49,237$1,523$0$50,760
Fees for Services Management$42,858$4,762$0$47,620
Advertising$42,148$0$0$42,148
Insurance$33,206$8,302$0$41,508
Other Expenses$26,465$2,941$0$29,406
Fees for Services Accounting-$10,900$0$10,900
Fees for Services Legal-$10,515$0$10,515
Fees for Service Investment Mgmnt Fees-$5,000$0$5,000
Total Functional Expenses$3,073,264$560,893$0$3,634,157

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,634,157
Total Expenses per Audited Statements$3,634,157
Total Expenses per Form 990$3,634,157
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 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
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
% ROBERT BUCEY
Phone
4152633670
Address
720 market st ste 700, San Francisco, CA 94102

Signing Officer

Name
John Doherty
Title
Chairman
Phone
4152633670
Signed
2021-03-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Doherty
Formed
1962
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
64
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
275 BATTERY ST STE 1800, SAN FRANCISCO, CA 94111-3346
Preparer
Jesse Ward
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/Form990PartVIISectionAGrp/TitleTxt1ASSISTANT TRAINING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4INSTRUCTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIRMAN
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IRS990/Form990PartVIISectionAGrp/TitleTxt8COMMITTEE MEMBER
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IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0TO EDUCATE APPRENTICES AND JOURNEYMEN IN THE ELECTRICAL INDUSTRY WHO ARE COVERED BY A COLLECTIVE BARGAINING AGREEMENT.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt025222
IRS990/OfficeExpensesGrp/ProgramServicesAmt0100886
IRS990/OfficeExpensesGrp/TotalAmt0126108
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0475819
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0559787
IRS990/OtherExpensesGrp/Desc0TEXTBOOKS
IRS990/OtherExpensesGrp/Desc1CLASS MATERIALS
IRS990/OtherExpensesGrp/Desc2REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc3TAXES AND LICENSES
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IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32941
IRS990/OtherExpensesGrp/ProgramServicesAmt0142118
IRS990/OtherExpensesGrp/ProgramServicesAmt1175635
IRS990/OtherExpensesGrp/ProgramServicesAmt258569
IRS990/OtherExpensesGrp/ProgramServicesAmt326465
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IRS990/OtherExpensesGrp/TotalAmt1175635
IRS990/OtherExpensesGrp/TotalAmt273211
IRS990/OtherExpensesGrp/TotalAmt329406
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IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/Desc2INTEREST INCOME ON LOAN
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IRS990/OtherRevenueMiscGrp/ExclusionAmt20
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03935
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1377
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt26539
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1377
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt26539
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IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt20
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0328844
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01315377
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IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0118813
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt076704
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IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt028362
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IRS990/PayrollTaxesGrp/TotalAmt0141809
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IRS990/PYOtherRevenueAmt04297
IRS990/PYProgramServiceRevenueAmt05963777
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt017682983
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt020646307
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0762352

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,922,134
Liabilities
$275,827
Net assets
$20,646,307
Revenue
$6,714,481
Expenses
$3,634,157
Net income
$3,080,324
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
2020Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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