Civic Intelligence

Ibew Local 40 - Neca Training Trust

EIN 95-4660514 • 501(c)9 • San Diego, CA

3530 Camino Del Rio N Ste 110San Diego, CA 92108

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

58th percentile

0.01x

Higher debt load relative to assets than 58% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.04x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

75th percentile

26%

Higher net margin than 75% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

87th percentile

20%

Faster asset growth than 87% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

16th percentile

-22%

Faster revenue growth than 16% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$3,960,196

Up $670,422 (+20%) from 2023

Liabilities

Down

$37,320

Down $9,685 (-21%) from 2023

Net Assets

Up

$3,922,876

Up $680,107 (+21%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin75th percentile

Revenue

Down

$931,924

Down $263,574 (-22%) from 2023

Expenses

Up

$687,322

Up $176,333 (+35%) from 2023

Net Income

Down

$244,602

Down $439,907 (-64%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth87th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $361,741Liabilities 2011: $1,100Net Assets 2011: $360,6412011Assets 2012: $391,556Liabilities 2012: $16,9302012Assets 2013: $512,272Liabilities 2013: $3,719Net Assets 2013: $508,5532013Assets 2014: $524,831Liabilities 2014: $3,453Net Assets 2014: $521,3782014Assets 2015: $767,221Liabilities 2015: $0Net Assets 2015: $767,2212015Assets 2016: $1,026,073Liabilities 2016: $13,497Net Assets 2016: $1,012,5762016Assets 2017: $1,125,630Liabilities 2017: $9,625Net Assets 2017: $1,116,0052017Assets 2018: $1,206,662Liabilities 2018: $48,095Net Assets 2018: $1,158,5672018Assets 2019: $1,371,376Liabilities 2019: $4,054Net Assets 2019: $1,367,3222019Assets 2020: $1,732,898Liabilities 2020: $5,173Net Assets 2020: $1,727,7252020Assets 2021: $2,114,379Liabilities 2021: $16,348Net Assets 2021: $2,098,0312021Assets 2022: $2,435,408Liabilities 2022: $28,154Net Assets 2022: $2,407,2542022Assets 2023: $3,289,774Liabilities 2023: $47,005Net Assets 2023: $3,242,7692023Assets 2024: $3,960,196Liabilities 2024: $37,320Net Assets 2024: $3,922,8762024

Highlighted filing

2024

Assets$3,960,196
Liabilities$37,320
Net Assets$3,922,876
Open 2024 Filing

Operations Trend

Revenue Growth16th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Revenue 2011: $221,512Expenses 2011: $148,965Net Income 2011: $72,5472011Revenue 2012: $198,950Expenses 2012: $184,965Net Income 2012: $13,9852012Revenue 2013: $302,293Expenses 2013: $164,079Net Income 2013: $138,2142013Revenue 2014: $215,359Expenses 2014: $205,235Net Income 2014: $10,1242014Revenue 2015: $453,934Expenses 2015: $196,303Net Income 2015: $257,6312015Revenue 2016: $526,073Expenses 2016: $283,411Net Income 2016: $242,6622016Revenue 2017: $381,404Expenses 2017: $277,938Net Income 2017: $103,4662017Revenue 2018: $329,486Expenses 2018: $281,364Net Income 2018: $48,1222018Revenue 2019: $505,217Expenses 2019: $297,732Net Income 2019: $207,4852019Revenue 2020: $651,655Expenses 2020: $285,702Net Income 2020: $365,9532020Revenue 2021: $598,215Expenses 2021: $327,166Net Income 2021: $271,0492021Revenue 2022: $1,146,576Expenses 2022: $430,290Net Income 2022: $716,2862022Revenue 2023: $1,195,498Expenses 2023: $510,989Net Income 2023: $684,5092023Revenue 2024: $931,924Expenses 2024: $687,322Net Income 2024: $244,6022024

Highlighted filing

2024

Revenue$931,924
Expenses$687,322
Net Income$244,602
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,960,196
Liabilities
$37,320
Net assets
$3,922,876
Revenue
$931,924
Expenses
$687,322
Net income
$244,602
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.96$0.04$3.92$0.93$0.69$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.05$3.24$1.20$0.51$0.68
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.03$2.41$1.15$0.43$0.72
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.02$2.10$0.60$0.33$0.27
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.73$0.01$1.73$0.65$0.29$0.37
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.37$0.00$1.37$0.51$0.30$0.21
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.05$1.16$0.33$0.28$0.05
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.01$1.12$0.38$0.28$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.01$1.01$0.53$0.28$0.24
2015Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.45$0.20$0.26
2014Summary only. Only limited summary data is available for this year.$0.52$0.00$0.52$0.22$0.21$0.01
2013Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.30$0.16$0.14
2012Summary only. Only limited summary data is available for this year.$0.39$0.02$0.20$0.18$0.01
2011Summary only. Only limited summary data is available for this year.$0.36$0.00$0.36$0.22$0.15$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 4, 2025
Return Version
2023v6.0
Gross Receipts
$2,329,633
Mission and Program Overview

Mission

see SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,242,769$3,922,876▲ $680,107
Investments in Publicly Traded Securities$2,368,621$3,242,023▲ $873,402
Cash and Non-Interest-Bearing Accounts$795,973$630,923▼ $165,050
Land, Buildings, and Equipment, Net$66,228$45,629▼ $20,599
Accounts Receivable$58,952$41,621▼ $17,331
Savings and Temporary Cash Investments$0$0→ $0
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
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$3,289,774$3,960,196▲ $670,422
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$47,005$37,320▼ $9,685
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$47,005$37,320▼ $9,685
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,242,769$3,922,876▲ $680,107
Total Liabilities and Net Assets / Fund Balance$3,289,774$3,960,196▲ $670,422

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$45,629$97,394$143,023
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Eric CartierEmployer Trustee
Ladislao F OrtizEmployer Trustee
Steve SzalayEmployer Trustee
Aaron MillerEmployer Trustee (alternate)
Edgardo FigueroaUnion Trustee
Peter DiamondUnion Trustee
Stephan DavisUnion Trustee
Juan RodriguezUnion Trustee (alternate)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$611,125
Investment Income
$98,635
Other Revenue
$222,164
Change in Net Assets
$244,602

Audited Revenue Reconciliation

Revenue per Audited Statements
$931,924
Revenue Not Reported on Form 990
$435,505
Total Revenue per Audited Statements
$1,367,429
Total Revenue per Form 990
$931,924
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$389,172
Salaries, Compensation, and Employee Benefits$298,150
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$287,359
Occupancy---$71,071
Conferences and Meetings---$43,452
Depreciation Depletion---$20,600
Fees for Services Management---$18,000
Payroll Taxes---$10,791
Office Expenses---$9,161
Insurance---$9,085
Fees for Services Accounting---$8,000
Other Expenses---$5,000
Fees for Services Other---$2,451
Fees for Services Legal---$1,998
Total Functional Expenses$0$0$0$687,322

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$687,322
Total Expenses per Audited Statements$687,322
Total Expenses per Form 990$687,322
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
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
CEO compensation reviewed
No
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, SECTION B, LINE 11B:

“The administrative office reviews the form 990 and will notify the board of trustees if any unusual or significant items are noted. Form 990 is distributed to an authorized trustee of the trust for review and approval before it is filed.”

PART VI, SECTION B, LINE 12C:

“Any trustee or service provider authorized to conduct transactions on behalf of the trust who has reason to believe that a proposed transaction might constitute a prohibited transaction is obligated to consult with the trust counsel. Trustees are also required to notify the trust of any changes in their interests that could give rise to conflicts.”

PART VI, SECTION B, LINE 15A:

“Members of the governing body do not receive compensation.”

PART VI, SECTION C, LINE 19:

“The trust's governing documents, conflict of interest policy and financial statements are maintained by the administrative office and are available upon written request. Additionally, financial statements are distributed to the trustees on a regular basis.”

Filing and Contact Details

Filer

Filer Name
Ibew Local 40 - Neca Training Trust
EIN
95-4660514
In Care Of
% JONNETTE TUCKER
Phone
8008867559
Address
3530 CAMINO DEL RIO N STE 110, SAN DIEGO, CA 92108

Signing Officer

Name
Stephan Davis
Title
Trustee
Phone
8008867559
Signed
2025-08-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephan Davis
Formed
1997
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
6
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
3900 W ALAMEDA AVE STE 2400, BURBANK, CA 91505-4302
Preparer
Kami B Cohen
Phone
8187692010
Supplemental Narrative

Additional Explanations

PART I, LINE 1 AND PART III, LINES 1 AND 4A:

“Establishing and maintaining local standards governing the selection, qualifications, education and training of all apprentices, journeymen and other personnel in the electrical construction industry.”

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 Trust and recognize a tax liability if the Trust has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The 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 460 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
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IRS990/OtherRevenueMiscGrp/Desc1REFUNDS AND REIMBURSEMENTS
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IRS990ScheduleD/RevenueNotReportedAmt0435505
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Trust and recognize a tax liability if the Trust has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The 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:
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IRS990ScheduleD/TotalExpensesPerForm990Amt0687322
IRS990ScheduleD/TotalLiabilityAmt00
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IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
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IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NON-DISCRIMINATORY POLICY IS INCLUDED IN ITS REGISTRATION FORMS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ESTABLISHING AND MAINTAINING LOCAL STANDARDS GOVERNING THE SELECTION, QUALIFICATIONS, EDUCATION AND TRAINING OF ALL APPRENTICES, JOURNEYMEN AND OTHER PERSONNEL IN THE ELECTRICAL CONSTRUCTION INDUSTRY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ADMINISTRATIVE OFFICE REVIEWS THE FORM 990 AND WILL NOTIFY THE BOARD OF TRUSTEES IF ANY UNUSUAL OR SIGNIFICANT ITEMS ARE NOTED. FORM 990 IS DISTRIBUTED TO AN AUTHORIZED TRUSTEE OF THE TRUST FOR REVIEW AND APPROVAL BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANY TRUSTEE OR SERVICE PROVIDER AUTHORIZED TO CONDUCT TRANSACTIONS ON BEHALF OF THE TRUST WHO HAS REASON TO BELIEVE THAT A PROPOSED TRANSACTION MIGHT CONSTITUTE A PROHIBITED TRANSACTION IS OBLIGATED TO CONSULT WITH THE TRUST COUNSEL. TRUSTEES ARE ALSO REQUIRED TO NOTIFY THE TRUST OF ANY CHANGES IN THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS OF THE GOVERNING BODY DO NOT RECEIVE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MAINTAINED BY THE ADMINISTRATIVE OFFICE AND ARE AVAILABLE UPON WRITTEN REQUEST. ADDITIONALLY, FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE TRUSTEES ON A REGULAR BASIS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINES 1 AND 4A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, SECTION B, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, SECTION B, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, SECTION B, LINE 15A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, SECTION C, LINE 19:
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII - SUPPLEMENTAL INFO
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII-SUPPLEMENTAL INFO
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IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP, CORPORATION OR TRUST: THIS INFORMATION IS AVAILABLE AT THE TRUST OFFICE.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS III AND IV
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