Civic Intelligence

Los Angeles County Electrical Educational and Training Trust Fund

990 • Fiscal year 2016 • EIN 95-6123788

Jul 01, 2015 to Jun 30, 2016 • Filed on May 15, 2017

6023 S Garfield AveCity of Commerce, CA 90040

(323) 221-5881

Siviq Scores

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

Liabilities / Assets

47th percentile

0.03x

Higher debt load relative to assets than 47% of similar nonprofits.

2016 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.06x

Higher debt load relative to revenue than 46% of similar nonprofits.

2016 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2016

Net Margin

79th percentile

20%

Higher net margin than 79% of similar nonprofits.

2016 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

38th percentile

$191,064

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2016 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2016

Asset Growth

3rd percentile

-14%

Faster asset growth than 3% of similar nonprofits.

2016 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

18%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Down

$18,841,754

Down $3,021,872 (-14%) from 2015

Net Assets

Up

$18,263,368

Up $2,148,207 (+13%) from 2015

Liabilities

Down

$578,386

Down $5,170,079 (-90%) from 2015

Revenue

Up

$10,273,727

Up $1,566,385 (+18%) from 2015

Expenses

Up

$8,224,566

Up $218,529 (+2.7%) from 2015

Net Income

Up

$2,049,161

Up $1,347,856 (+192%) from 2015

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $19,433,835Liabilities 2011: $6,769,811Net Assets 2011: $12,664,0242011Assets 2012: $19,406,582Liabilities 2012: $6,136,156Net Assets 2012: $13,270,4262012Assets 2013: $19,871,251Liabilities 2013: $5,391,462Net Assets 2013: $14,479,7892013Assets 2014: $20,633,794Liabilities 2014: $5,186,032Net Assets 2014: $15,447,7622014Assets 2015: $21,863,626Liabilities 2015: $5,748,465Net Assets 2015: $16,115,1612015Assets 2016: $18,841,754Liabilities 2016: $578,386Net Assets 2016: $18,263,3682016Assets 2017: $19,096,066Liabilities 2017: $0Net Assets 2017: $19,096,0662017Assets 2018: $21,077,654Liabilities 2018: $0Net Assets 2018: $21,077,6542018Assets 2019: $22,672,044Liabilities 2019: $0Net Assets 2019: $22,672,0442019Assets 2020: $26,986,284Liabilities 2020: $0Net Assets 2020: $26,986,2842020Assets 2021: $30,969,232Liabilities 2021: $0Net Assets 2021: $30,969,2322021Assets 2022: $32,592,862Liabilities 2022: $0Net Assets 2022: $32,592,8622022Assets 2023: $34,751,795Liabilities 2023: $0Net Assets 2023: $34,751,7952023

Highlighted filing

2016

Assets$18,841,754
Liabilities$578,386
Net Assets$18,263,368

Operations Trend

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

$20M$15M$10M$5.0M$0Revenue 2011: $7,116,421Expenses 2011: $6,802,353Net Income 2011: $314,0682011Revenue 2012: $7,644,300Expenses 2012: $7,015,557Net Income 2012: $628,7432012Revenue 2013: $8,486,538Expenses 2013: $7,316,649Net Income 2013: $1,169,8892013Revenue 2014: $7,788,339Expenses 2014: $6,883,913Net Income 2014: $904,4262014Revenue 2015: $8,707,342Expenses 2015: $8,006,037Net Income 2015: $701,3052015Revenue 2016: $10,273,727Expenses 2016: $8,224,566Net Income 2016: $2,049,1612016Revenue 2017: $11,416,307Expenses 2017: $8,993,979Net Income 2017: $2,422,3282017Revenue 2018: $11,864,718Expenses 2018: $9,564,760Net Income 2018: $2,299,9582018Revenue 2019: $14,569,075Expenses 2019: $11,396,182Net Income 2019: $3,172,8932019Revenue 2020: $17,719,521Expenses 2020: $11,147,421Net Income 2020: $6,572,1002020Revenue 2021: $15,076,310Expenses 2021: $12,460,669Net Income 2021: $2,615,6412021Revenue 2022: $16,750,183Expenses 2022: $12,100,280Net Income 2022: $4,649,9032022Revenue 2023: $16,315,307Expenses 2023: $14,259,896Net Income 2023: $2,055,4112023

Highlighted filing

2016

Revenue$10,273,727
Expenses$8,224,566
Net Income$2,049,161
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 15, 2017
Return Version
2015v3.0
Gross Receipts
$10,681,617
Mission and Program Overview

Mission

see schedule o

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$16,115,161$18,263,368▲ $2,148,207
Investments Other Securities$8,146,107$8,271,303▲ $125,196
Accounts Receivable$6,481,203$7,151,876▲ $670,673
Cash and Non-Interest-Bearing Accounts$378,926$2,383,606▲ $2,004,680
Investments in Publicly Traded Securities$744,059$462,702▼ $281,357
Pledges and Grants Receivable$62,378$388,580▲ $326,202
Land, Buildings, and Equipment, Net$42,379$43,225▲ $846
Savings and Temporary Cash Investments$120,029$382▼ $119,647
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$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$16,115,161$18,841,754▲ $2,726,593
Other Assets Total$140,080$140,080→ $0
Liabilities
Other Liabilities$0$400,000▲ $400,000
Accounts Payable and Accrued Expenses$0$178,386▲ $178,386
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$578,386▲ $578,386
Net Assets / Fund Balance
Total Net Assets Fund Balance$16,115,161$18,263,368▲ $2,148,207
Total Liabilities and Net Assets / Fund Balance$16,115,161$18,841,754▲ $2,726,593

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$16,047$1,337,820$1,353,867
Other Land Buildings$27,178$87,740$114,918
Closely Held Equity Interests$8,271,303--
Compensation and Service Providers

Board Members and Trustees

NameTitle
richard reedchairman
brett mossexecutive director
jane templinoutreach director
cathy o'bryanttrustee
jim willsontrustee
john harriel jrtrustee
marvin kropketrustee
rick jarvissecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$1,627,076
Program Service Revenue
$8,616,379
Investment Income
$25,131
Other Revenue
$5,141
All Other Contributions
$335,000
Change in Net Assets
$2,049,161

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,273,727
Revenue Not Reported on Form 990
$99,046
Total Revenue per Audited Statements
$10,372,773
Total Revenue per Form 990
$10,273,727
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,224,566
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management---$8,209,845
Depreciation Depletion---$14,721
Total Functional Expenses$0$0$0$8,224,566

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,224,566
Total Expenses per Audited Statements$8,224,566
Total Expenses per Form 990$8,224,566
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
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
cathy o'bryantneca employerthese trustees are notNo-
jim willsonneca associationtraining trust but may beNo-
john harriel jribew local 11respective neca employer orNo-
marvin kropkeibew local 11ibew localNo-
richard reedibew local 11compensated by theirNo-
rick jarvisneca employercompensated by the electricalNo-

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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Related Party Note Payable$400,000
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
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Los Angeles County Electrical Educational and
EIN
95-6123788
In Care Of
% BRETT MOSS
Phone
3232215881
Address
6023 S Garfield Ave, City of Commerce, CA 90040

Signing Officer

Name
Brett Moss
Title
training director
Phone
3232215881
Signed
2017-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brett Moss
Formed
1964
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Douglas Waite
Phone
8187692010
Supplemental Narrative

Additional Explanations

Part I, line 1 and part III, line 1:

The Institute provides training and continuing education to apprentices and journeymen in the electrical industry to eligible individuals. approximately 1,300 individuals received training and/or continuing education. part vi, line 2: cathy o'bryant trustee director member to 6023 s garfield ave rick jarvis secretary secretary member to 6023 s garfield ave jim willson trustee director member to 6023 s garfield ave richard reed chairman chairman member to 6023 s garfield ave john harriel,jr. trustee director member to 6023 s garfield ave marvin kropke trustee director member to 6023 s garfield ave brett moss executive director director member to 6023 s garfield ave part vi, line 11b: management reviews the tax return. then, it recommends to the board the approval of the return prior to filing. part vi, line 12c: each trustee shall annually sign a statement which affirms such person: a. has received a copy of the conflicts of interest policy, b. has read and understands the policy, c. has agreed to comply with the policy, and d. understands the INSTITUTE is not for profit and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax purposes. to ensure the Institute operates in a manner consistent with the non-profit purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews shall be conducted. the periodic review shall, at a minimum, include the following subjects: a. whether compensation arrangements and benefits are reasonable, based on competent survey information, and the result of arm's length bargaining. b. whether financial transactions entered into by the Institute conform to the Institute's written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further the non-profit purposes and do not result in inurement, impermissible private benefit or in an excess benefit transaction. part vi, line 19: documents open to public inspection are available upon request.

Financial Statement Notes

PART XI, LINE 2:

Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Institute and recognize a tax liability if the Institute has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Institute 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 514 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/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0178386
IRS990/AccountsReceivableGrp/BOYAmt06481203
IRS990/AccountsReceivableGrp/EOYAmt07151876
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0see schedule o
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0335000
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0BRETT MOSS
IRS990/BooksInCareOfDetail/PhoneNum03232215881
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06023 S GARFIELD AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0City of Commerce
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd090040
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0true
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0378926
IRS990/CashNonInterestBearingGrp/EOYAmt02383606
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01627076
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt025131
IRS990/CYOtherExpensesAmt08224566
IRS990/CYOtherRevenueAmt05141
IRS990/CYProgramServiceRevenueAmt08616379
IRS990/CYRevenuesLessExpensesAmt02049161
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt08224566
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010273727
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt014721
IRS990/Desc0The Institute provides training and continuing education to apprentices and journeymen in the electrical industry to eligible individuals. approximately 1,300 individuals received training and/or continuing education.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt08209845
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
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/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.0
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt655501
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt753849
IRS990/Form990PartVIISectionAGrp/PersonNm0cathy o'bryant
IRS990/Form990PartVIISectionAGrp/PersonNm1rick jarvis
IRS990/Form990PartVIISectionAGrp/PersonNm2jim willson
IRS990/Form990PartVIISectionAGrp/PersonNm3richard reed
IRS990/Form990PartVIISectionAGrp/PersonNm4marvin kropke
IRS990/Form990PartVIISectionAGrp/PersonNm5john harriel jr
IRS990/Form990PartVIISectionAGrp/PersonNm6brett moss
IRS990/Form990PartVIISectionAGrp/PersonNm7jane templin
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt6135563
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7107001
IRS990/Form990PartVIISectionAGrp/TitleTxt0trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt4trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6executive director
IRS990/Form990PartVIISectionAGrp/TitleTxt7outreach director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-7904
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt01292076
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0399986
IRS990/GrossReceiptsAmt010681617
IRS990/GrossRentsGrp/RealAmt05141
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt033035
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt033035
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt08146107
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08271303
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0744059
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0462702
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01425560
IRS990/LandBldgEquipBasisNetGrp/BOYAmt042379
IRS990/LandBldgEquipBasisNetGrp/EOYAmt043225
IRS990/LandBldgEquipCostOrOtherBssAmt01468785
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0407890
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt016115161
IRS990/NetAssetsOrFundBalancesEOYAmt018263368
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-7904
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-7904
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt05141
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt05141
IRS990/NetUnrlzdGainsLossesInvstAmt099046
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0140080
IRS990/OtherAssetsTotalGrp/EOYAmt0140080
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0400000
IRS990/OtherOrganizationDsc0trng trust
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt062378
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0388580
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Brett Moss
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2TRAINING FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06077379
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12467205
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt271795
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06077379
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12467205
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt271795
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0911557
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt041425
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt07967969
IRS990/PYOtherRevenueAmt05141
IRS990/PYProgramServiceRevenueAmt07599625
IRS990/PYRevenuesLessExpensesAmt0589779
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt07967969
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08557748
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02049161
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt05141
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt016115161
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt018263368
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0120029
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0382
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/BookValueAmt08271303
IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0F
IRS990ScheduleD/EquipmentGrp/BookValueAmt016047
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01337820
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01353867
IRS990ScheduleD/ExpensesSubtotalAmt08224566
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt099046
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt027178
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt087740
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0114918
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0400000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RELATED PARTY NOTE PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt099046
IRS990ScheduleD/RevenueSubtotalAmt010273727
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Institute and recognize a tax liability if the Institute has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Institute is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt043225
IRS990ScheduleD/TotalBookValueSecuritiesAmt08271303
IRS990ScheduleD/TotalExpensesPerForm990Amt08224566
IRS990ScheduleD/TotalLiabilityAmt0400000
IRS990ScheduleD/TotalRevenuePerForm990Amt010273727
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010372773
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt08224566
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt0135563
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt1107001
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt031636
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt130433
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt023865
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt123416
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0brett moss
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1jane templin
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0executive director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1outreach director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0191064
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1160850
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0cathy o'bryant
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1rick jarvis
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2jim willson
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm3richard reed
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm4john harriel jr
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm5marvin kropke
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0neca employer
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1neca employer
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2neca association
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt3ibew local 11
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt4ibew local 11
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt5ibew local 11
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd3false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd4false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd5false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0these trustees are not
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1compensated by the electrical
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2training trust but may be
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3compensated by their
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc4respective neca employer or
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc5ibew local
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Institute provides training and continuing education to apprentices and journeymen in the electrical industry to eligible individuals. approximately 1,300 individuals received training and/or continuing education. part vi, line 2: cathy o'bryant trustee director member to 6023 s garfield ave rick jarvis secretary secretary member to 6023 s garfield ave jim willson trustee director member to 6023 s garfield ave richard reed chairman chairman member to 6023 s garfield ave john harriel,jr. trustee director member to 6023 s garfield ave marvin kropke trustee director member to 6023 s garfield ave brett moss executive director director member to 6023 s garfield ave part vi, line 11b: management reviews the tax return. then, it recommends to the board the approval of the return prior to filing. part vi, line 12c: each trustee shall annually sign a statement which affirms such person: a. has received a copy of the conflicts of interest policy, b. has read and understands the policy, c. has agreed to comply with the policy, and d. understands the INSTITUTE is not for profit and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax purposes. to ensure the Institute operates in a manner consistent with the non-profit purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews shall be conducted. the periodic review shall, at a minimum, include the following subjects: a. whether compensation arrangements and benefits are reasonable, based on competent survey information, and the result of arm's length bargaining. b. whether financial transactions entered into by the Institute conform to the Institute's written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further the non-profit purposes and do not result in inurement, impermissible private benefit or in an excess benefit transaction. part vi, line 19: documents open to public inspection are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part i, line 1 and part iii, line 1:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0113794006
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1950516994
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0bookkeeping
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1coord. svcs.
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0so ca ibewneca admin corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1ibew local 11
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt06023 s garfield ave
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1297 n marengo ave
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0city of commerece
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1pasadena
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd090040
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd191101
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0na

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$34.8$0.00$34.8$16.3$14.3$2.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.6$0.00$32.6$16.8$12.1$4.65
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.0$0.00$31.0$15.1$12.5$2.62
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.0$0.00$27.0$17.7$11.1$6.57
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.7$0.00$22.7$14.6$11.4$3.17
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.1$0.00$21.1$11.9$9.56$2.30
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$0.00$19.1$11.4$8.99$2.42
2016Detailed filing. Detailed filing data is available for this year.$18.8$0.58$18.3$10.3$8.22$2.05
2015Summary only. Only limited summary data is available for this year.$21.9$5.75$16.1$8.71$8.01$0.70
2014Summary only. Only limited summary data is available for this year.$20.6$5.19$15.4$7.79$6.88$0.90
2013Summary only. Only limited summary data is available for this year.$19.9$5.39$14.5$8.49$7.32$1.17
2012Summary only. Only limited summary data is available for this year.$19.4$6.14$13.3$7.64$7.02$0.63
2011Summary only. Only limited summary data is available for this year.$19.4$6.77$12.7$7.12$6.80$0.31
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)5 • $10M-$25M nonprofits