Civic Intelligence

Westside Energy Services Training & Education Center

990 • Fiscal year 2015 • EIN 95-3756005

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 08, 2016

5801 E Lerdo HwyShafter, CA 93263

(661) 387-1055

Siviq Scores

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

Liabilities / Assets

59th percentile

0.18x

Higher debt load relative to assets than 59% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

38th percentile

0.06x

Higher debt load relative to revenue than 38% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

41st percentile

0.1%

Higher net margin than 41% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

77th percentile

$120,260

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

52nd percentile

1.3%

Faster asset growth than 52% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

28th percentile

-5.8%

Faster revenue growth than 28% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$882,668

Up $11,031 (+1.3%) from 2014

Net Assets

Up

$724,990

Up $3,844 (+0.5%) from 2014

Liabilities

Up

$157,678

Up $7,187 (+4.8%) from 2014

Revenue

Down

$2,715,717

Down $165,902 (-5.8%) from 2014

Expenses

Down

$2,711,873

Down $86,737 (-3.1%) from 2014

Net Income

Down

$3,844

Down $79,165 (-95%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $646,929Liabilities 2011: $149,657Net Assets 2011: $497,2722011Assets 2012: $750,073Liabilities 2012: $109,341Net Assets 2012: $640,7322012Assets 2013: $773,548Liabilities 2013: $135,411Net Assets 2013: $638,1372013Assets 2014: $871,637Liabilities 2014: $150,491Net Assets 2014: $721,1462014Assets 2015: $882,668Liabilities 2015: $157,678Net Assets 2015: $724,9902015Assets 2016: $824,033Liabilities 2016: $210,251Net Assets 2016: $613,7822016Assets 2017: $903,455Liabilities 2017: $287,829Net Assets 2017: $615,6262017Assets 2018: $999,343Liabilities 2018: $284,628Net Assets 2018: $714,7152018Assets 2019: $848,080Liabilities 2019: $246,874Net Assets 2019: $601,2062019Assets 2020: $301,925Liabilities 2020: $16,874Net Assets 2020: $285,0512020Assets 2021: $689,834Liabilities 2021: $384,819Net Assets 2021: $305,0152021Assets 2022: $987,883Liabilities 2022: $37,649Net Assets 2022: $950,2342022Assets 2023: $899,654Liabilities 2023: $118,274Net Assets 2023: $781,3802023Assets 2024: $664,339Liabilities 2024: $120,420Net Assets 2024: $543,9192024Assets 2025: $543,379Liabilities 2025: $98,356Net Assets 2025: $445,0232025

Highlighted filing

2015

Assets$882,668
Liabilities$157,678
Net Assets$724,990

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $3,006,488Expenses 2011: $2,613,837Net Income 2011: $392,6512011Revenue 2012: $2,745,822Expenses 2012: $2,602,362Net Income 2012: $143,4602012Expenses 2013: $2,866,7112013Revenue 2014: $2,881,619Expenses 2014: $2,798,610Net Income 2014: $83,0092014Revenue 2015: $2,715,717Expenses 2015: $2,711,873Net Income 2015: $3,8442015Revenue 2016: $2,552,726Expenses 2016: $2,649,793Net Income 2016: -$97,0672016Revenue 2017: $2,548,425Expenses 2017: $2,546,581Net Income 2017: $1,8442017Revenue 2018: $2,493,977Expenses 2018: $2,433,159Net Income 2018: $60,8182018Revenue 2019: $2,203,172Expenses 2019: $2,316,240Net Income 2019: -$113,0682019Revenue 2020: $1,499,929Expenses 2020: $1,897,523Net Income 2020: -$397,5942020Revenue 2021: $1,318,586Expenses 2021: $893,329Net Income 2021: $425,2572021Revenue 2022: $1,574,462Expenses 2022: $1,168,779Net Income 2022: $405,6832022Revenue 2023: $1,165,804Expenses 2023: $1,333,444Net Income 2023: -$167,6402023Revenue 2024: $1,086,881Expenses 2024: $1,323,602Net Income 2024: -$236,7212024Revenue 2025: $1,081,545Expenses 2025: $1,177,470Net Income 2025: -$95,9252025

Highlighted filing

2015

Revenue$2,715,717
Expenses$2,711,873
Net Income$3,844
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 8, 2016
Return Version
2014v6.0
Gross Receipts
$2,715,717
Mission and Program Overview

Mission

The organizations mission is to aid in the advancement of technical education in the fields of safety, corrections, and energy

Organized for the purpose of advancement of technical education in the fields of safety corrections and energy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$500,479$450,988▼ $49,491
Accounts Receivable$191,766$271,379▲ $79,613
Land, Buildings, and Equipment, Net$157,542$160,001▲ $2,459
Prepaid Expenses and Deferred Charges$16,796$0▼ $16,796
Receivables From Officers Etc$4,754$0▼ $4,754
Cash and Non-Interest-Bearing Accounts$300$300→ $0
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$871,637$882,668▲ $11,031
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$150,491$157,678▲ $7,187
Total Liabilities$150,491$157,678▲ $7,187
Net Assets / Fund Balance
Unrestricted Net Assets$721,146$724,990▲ $3,844
Total Net Assets Fund Balance$721,146$724,990▲ $3,844
Total Liabilities and Net Assets / Fund Balance$871,637$882,668▲ $11,031

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$147,162$104,953$252,115
Equipment$12,839$205,371$218,210
Other Land Buildings-$13,800$13,800
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Randy KizzarChief Instuction OfficerFT$120,260$120,260
William RectorChief Executive DirectorFT$106,000$106,000

Board Members and Trustees

NameTitle
David Cothrun DrPresident
Dena MaloneyVice President
Sonya ChristianVice President
Alan PoundsBoard Member
Bill HenryBoard member
Brad DeWittBoard Member
Charlie FivecoatBoard Member
Mark WilliamsBoard Member
Melinda BrownBoard Member
Rob DuchowBoard Member
Sam MonroeBoard Member
Sandra SerranoBoard Member
Sheryl ChalupaBoard Member
John MillerHonorary Board
Chistine RandallSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,715,566
Investment Income
$151
Other Revenue
$0
Change in Net Assets
$3,844
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,019,629
Other Expenses$692,244
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$969,587$467,157-$1,436,744
Current Officers, Directors, Trustees, and Key Employees-$226,260-$226,260
Payroll Taxes$113,470$40,744-$154,214
Other Employee Benefits$26,473$104,136-$130,609
Pension Plan Contributions$12$71,790-$71,802
Fees for Services Other$1,411$44,358-$45,769
Insurance$111$42,365-$42,476
All Other Expenses$2,496$38,875-$41,371
Other Expenses$122$24,454-$24,576
Depreciation Depletion-$13,350-$13,350
Office Expenses-$12,197-$12,197
Advertising$34$11,400-$11,434
Travel$9,952$890-$10,842
Fees for Services Accounting-$6,147-$6,147
Fees for Services Legal-$4,350-$4,350
Total Functional Expenses$1,447,918$1,263,955$0$2,711,873
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
Receivables from Officers, Directors, Trustees, and Key Employees$4,754$0▼ $4,754
Receivables from Disqualified Persons-$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 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
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 7B: Describe Decisions of Governing Body Approval by Members or Shareholders

Decisions by the governing board are approved by the majority of the board members.

Form 990, Part VI, Line 11B: Form 990 Review Process

Form 990 Reviewed by Executived Director, William Rector.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

Available upon request. Request can be make at the Organization office at 5801 E. Lerdo Hwy, Shafter, CA 93263.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Available upon request. Request can be make at the Organization office at 5801 E. Lerdo Hwy, Shafter, CA 93263.

Form 990, Part VI, Line 19

Governing documents and financial statements are provided to the public upon request.

Part VII Section A line 1(A) item (16) and (17)

Richard Mallard retired during fiscal year ended June 30, 2012. He was succeed by William Rector as Executive Director of the organization.

Filing and Contact Details

Filer

Filer Name
Westside Energy Services Training
EIN
95-3756005
Phone
6613871055
Address
5801 E Lerdo Hwy, Shafter, CA 93263

Signing Officer

Name
William Rector
Title
Executive Director
Signed
2016-02-08
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
16
Employees
75

Preparer

Firm
Shinault Baker & Company
Address
5080 California Ave Ste 250, Bakersfield, CA 93309
Preparer
Larry Baker
Phone
6613229485
Supplemental Narrative

Additional Explanations

Schedule L: Business Transactions Involving Interested Persons.

Chief Instructional Office, Randy Kizzar was erroneously over reimbursed for auto expenses as of the fiscal year ended June 30, 2014. Upon discovery of the error, management has arranged with Mr. Kizzar to repay the Organization the full amount through payroll deductions each payroll period. The full amount is scheduled to be repaid by the end of the fiscal year ending June 30, 2015.

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IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary/Treas
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IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
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IRS990/ReconcilationRevenueExpnssAmt03844
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IRS990/ReportInvestmentsOtherSecInd0false
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IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/CollegeOrganizationInd0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02863980
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02745650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03004674
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0136
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0172
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0199
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0577
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IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt014229210
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.54$0.10$0.45$1.08$1.18$0.10
2024Detailed filing. Detailed filing data is available for this year.$0.66$0.12$0.54$1.09$1.32$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.12$0.78$1.17$1.33$0.17
2022Detailed filing. Detailed filing data is available for this year.$0.99$0.04$0.95$1.57$1.17$0.41
2021Detailed filing. Detailed filing data is available for this year.$0.69$0.38$0.31$1.32$0.89$0.43
2020Detailed filing. Detailed filing data is available for this year.$0.30$0.02$0.29$1.50$1.90$0.40
2019Detailed filing. Detailed filing data is available for this year.$0.85$0.25$0.60$2.20$2.32$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.00$0.28$0.71$2.49$2.43$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.90$0.29$0.62$2.55$2.55$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.82$0.21$0.61$2.55$2.65$0.10
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.16$0.72$2.72$2.71$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.87$0.15$0.72$2.88$2.80$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.77$0.14$0.64$2.87
2012Summary only. Only limited summary data is available for this year.$0.75$0.11$0.64$2.75$2.60$0.14
2011Summary only. Only limited summary data is available for this year.$0.65$0.15$0.50$3.01$2.61$0.39