Civic Intelligence

Ibew Local 40 - Neca Training Trust

990 • Fiscal year 2018 • EIN 95-4660514

Oct 01, 2017 to Sep 30, 2018 • Filed on Jul 10, 2019

Organization ProfileN/A
3444 Camino Del Rio N Ste 101San Diego, CA 92108

(800) 886-7559

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.04x

Higher debt load relative to assets than 62% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.15x

Higher debt load relative to revenue than 79% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

71st percentile

15%

Higher net margin than 71% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

68th percentile

7.2%

Faster asset growth than 68% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

18th percentile

-14%

Faster revenue growth than 18% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$1,206,662

Up $81,032 (+7.2%) from 2017

Net Assets

Up

$1,158,567

Up $42,562 (+3.8%) from 2017

Liabilities

Up

$48,095

Up $38,470 (+400%) from 2017

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin71st percentile

Revenue

Down

$329,486

Down $51,918 (-14%) from 2017

Expenses

Up

$281,364

Up $3,426 (+1.2%) from 2017

Net Income

Down

$48,122

Down $55,344 (-53%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$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

2018

Assets$1,206,662
Liabilities$48,095
Net Assets$1,158,567
Open 2018 Filing

Operations Trend

Revenue Growth18th percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$329,486
Expenses$281,364
Net Income$48,122
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jul 10, 2019
Return Version
2017v2.3
Gross Receipts
$329,486
Mission and Program Overview

Mission

see SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,116,005$1,158,567▲ $42,562
Cash and Non-Interest-Bearing Accounts$765,185$790,544▲ $25,359
Investments in Publicly Traded Securities$337,300$345,007▲ $7,707
Land, Buildings, and Equipment, Net$9,333$52,910▲ $43,577
Accounts Receivable$13,812$18,201▲ $4,389
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$1,125,630$1,206,662▲ $81,032
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$9,625$48,095▲ $38,470
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$9,625$48,095▲ $38,470
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,116,005$1,158,567▲ $42,562
Total Liabilities and Net Assets / Fund Balance$1,125,630$1,206,662▲ $81,032

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$52,910$29,717$82,627
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
David NottTrustee
Fernando SeguraTrustee
Jim WilsonTrustee
Marc FlynnTrustee
Rick JarvisTrustee
Stephan DavisTrustee
Steve SzalayTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$257,225
Investment Income
$15,954
Other Revenue
$56,307
Change in Net Assets
$48,122

Audited Revenue Reconciliation

Revenue per Audited Statements
$329,486
Revenue Not Reported on Form 990
$-5,560
Total Revenue per Audited Statements
$323,926
Total Revenue per Form 990
$329,486
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$182,295
Salaries, Compensation, and Employee Benefits$99,069
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$93,801
Office Expenses---$52,867
Occupancy---$32,716
Conferences and Meetings---$15,201
Fees for Services Management---$7,800
Other Expenses---$5,682
Payroll Taxes---$5,268
Insurance---$5,059
Fees for Services Accounting---$5,000
Fees for Services Legal---$4,348
Depreciation Depletion---$3,117
Total Functional Expenses$0$0$0$281,364

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$281,364
Total Expenses per Audited Statements$281,364
Total Expenses per Form 990$281,364
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 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
Filing and Contact Details

Filer

Filer Name
Ibew Local 40 - Neca Training Trust
EIN
95-4660514
In Care Of
% JONNETTE TUCKER
Phone
8008867559
Address
3444 CAMINO DEL RIO N STE 101, SAN DIEGO, CA 92108

Signing Officer

Name
Marc Flynn
Title
Union Trustee
Phone
8008867559
Signed
2019-07-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marc Flynn
Formed
1997
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
9
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
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. 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 WAS 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.”

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 443 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/BOYAmt09625
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt048095
IRS990/AccountsReceivableGrp/BOYAmt013812
IRS990/AccountsReceivableGrp/EOYAmt018201
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0see SCHEDULE O
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0JONNETTE TUCKER
IRS990/BooksInCareOfDetail/PhoneNum08008867559
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03444 CAMINO DEL RIO N STE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN DIEGO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092108
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0765185
IRS990/CashNonInterestBearingGrp/EOYAmt0790544
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt015201
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt015954
IRS990/CYOtherExpensesAmt0182295
IRS990/CYOtherRevenueAmt056307
IRS990/CYProgramServiceRevenueAmt0257225
IRS990/CYRevenuesLessExpensesAmt048122
IRS990/CYSalariesCompEmpBnftPaidAmt099069
IRS990/CYTotalExpensesAmt0281364
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0329486
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt03117
IRS990/Desc0SEE SCHEDULE O
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt09
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt05000
IRS990/FeesForServicesLegalGrp/TotalAmt04348
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt07800
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
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/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0MARC FLYNN
IRS990/Form990PartVIISectionAGrp/PersonNm1RICK JARVIS
IRS990/Form990PartVIISectionAGrp/PersonNm2STEVE SZALAY
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID NOTT
IRS990/Form990PartVIISectionAGrp/PersonNm4JIM WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm5STEPHAN DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm6FERNANDO SEGURA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
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/GrossReceiptsAmt0329486
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt05059
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt015954
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015954
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0337300
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0345007
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt029717
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09333
IRS990/LandBldgEquipBasisNetGrp/EOYAmt052910
IRS990/LandBldgEquipCostOrOtherBssAmt082627
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt01116005
IRS990/NetAssetsOrFundBalancesEOYAmt01158567
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-5560
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt032716
IRS990/OfficeExpensesGrp/TotalAmt052867
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CONSULTING FEES
IRS990/OtherExpensesGrp/Desc1PAYROLL SERVICE FEES
IRS990/OtherExpensesGrp/Desc2CERTIFICATION & TRNG COSTS
IRS990/OtherExpensesGrp/Desc3ALL OTHER EXPENSES
IRS990/OtherExpensesGrp/TotalAmt02000
IRS990/OtherExpensesGrp/TotalAmt11531
IRS990/OtherExpensesGrp/TotalAmt246974
IRS990/OtherExpensesGrp/TotalAmt35682
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0ROP - STATE FUNDING
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt056307
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt056307
IRS990/OtherRevenueTotalAmt056307
IRS990/OtherSalariesAndWagesGrp/TotalAmt093801
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt05268
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MARC FLYNN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0198271
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt158954
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0198271
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt158954
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt012895
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0166783
IRS990/PYOtherRevenueAmt043731
IRS990/PYProgramServiceRevenueAmt0324778
IRS990/PYRevenuesLessExpensesAmt0103466
IRS990/PYSalariesCompEmpBnftPaidAmt0111155
IRS990/PYTotalExpensesAmt0277938
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0381404
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt048122
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/BOYAmt01116005
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01158567
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt052910
IRS990ScheduleD/EquipmentGrp/DepreciationAmt029717
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt082627
IRS990ScheduleD/ExpensesSubtotalAmt0281364
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-5560
IRS990ScheduleD/RevenueNotReportedAmt0-5560
IRS990ScheduleD/RevenueSubtotalAmt0329486
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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt052910
IRS990ScheduleD/TotalExpensesPerForm990Amt0281364
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt0329486
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0323926
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0281364
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0true
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0NON-DISCRIMINATORY POLICY IS INCLUDED IN ITS REGISTRATION FORMS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3:
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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. 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 WAS 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 1 AND PART III, LINES 1 AND 4A:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII - SUPPLEMENTAL INFO
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0SEE PART VII-SUPPLEMENTAL INFO
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0PARTNERSHIP, CORPORATION Or TRUST: THIS INFORMATION IS AVAILABLE AT THE TRUST OFFICE.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PARTS III AND IV - IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS A
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01125630
IRS990/TotalAssetsEOYAmt01206662
IRS990/TotalAssetsGrp/BOYAmt01125630
IRS990/TotalAssetsGrp/EOYAmt01206662
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/TotalAmt0281364
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt09625
IRS990/TotalLiabilitiesEOYAmt048095
IRS990/TotalLiabilitiesGrp/BOYAmt09625
IRS990/TotalLiabilitiesGrp/EOYAmt048095
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01116005
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01158567
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0257225
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt015954
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0313532
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0329486
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01125630
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01206662
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,206,662
Liabilities
$48,095
Net assets
$1,158,567
Revenue
$329,486
Expenses
$281,364
Net income
$48,122
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
2018Detailed filing. Detailed filing data is available for this year.$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