Civic Intelligence

Los Angeles County Electrical Educational and Training Trust Fund

990 • Fiscal year 2017 • EIN 95-6123788

Jul 01, 2016 to Jun 30, 2017 • Filed on Apr 28, 2018

Organization Profilewww.laett.com

View Organization Page

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

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

69th percentile

$253,447

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

Asset Growth

19th percentile

1.3%

Faster asset growth than 19% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

11%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$19,096,066

Up $254,312 (+1.3%) from 2016

Net Assets

Up

$19,096,066

Up $832,698 (+4.6%) from 2016

Liabilities

Down

$0

Down $578,386 (-100%) from 2016

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin75th percentile

Revenue

Up

$11,416,307

Up $1,142,580 (+11%) from 2016

Expenses

Up

$8,993,979

Up $769,413 (+9.4%) from 2016

Net Income

Up

$2,422,328

Up $373,167 (+18%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

2017

Assets$19,096,066
Liabilities$0
Net Assets$19,096,066
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

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

2017

Revenue$11,416,307
Expenses$8,993,979
Net Income$2,422,328
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Apr 28, 2018
Return Version
2016v3.1
Gross Receipts
$11,421,366
Mission and Program Overview

Mission

see schedule o

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$18,263,368$19,096,066▲ $832,698
Accounts Receivable$7,151,876$7,753,742▲ $601,866
Investments Other Securities$8,271,303$6,659,605▼ $1,611,698
Cash and Non-Interest-Bearing Accounts$2,383,606$3,819,062▲ $1,435,456
Investments in Publicly Traded Securities$462,702$497,098▲ $34,396
Pledges and Grants Receivable$388,580$174,701▼ $213,879
Land, Buildings, and Equipment, Net$43,225$44,604▲ $1,379
Savings and Temporary Cash Investments$382$7,174▲ $6,792
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$18,841,754$19,096,066▲ $254,312
Other Assets Total$140,080$140,080→ $0
Liabilities
Other Liabilities$400,000$0▼ $400,000
Accounts Payable and Accrued Expenses$178,386$0▼ $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$578,386$0▼ $578,386
Net Assets / Fund Balance
Total Net Assets Fund Balance$18,263,368$19,096,066▲ $832,698
Total Liabilities and Net Assets / Fund Balance$18,841,754$19,096,066▲ $254,312

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$28,138$1,345,095$1,373,233
Other Land Buildings$16,466$98,452$114,918
Closely Held Equity Interests$6,659,605--
Compensation and Service Providers
Top Officer Pay69th percentile

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
$1,416,175
Program Service Revenue
$9,975,962
Investment Income
$19,119
Other Revenue
$5,051
All Other Contributions
$160,000
Change in Net Assets
$2,422,328

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,416,307
Revenue Not Reported on Form 990
$-404,097
Total Revenue per Audited Statements
$11,012,210
Total Revenue per Form 990
$11,416,307
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,993,979
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---$8,975,991
Depreciation Depletion---$17,988
Total Functional Expenses$0$0$0$8,993,979

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,993,979
Total Expenses per Audited Statements$8,993,979
Total Expenses per Form 990$8,993,979
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
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 local.No-
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
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
% DIANA LIMON
Phone
3232215881
Address
6023 S Garfield Ave, City of Commerce, CA 90040

Signing Officer

Name
Richard Reed
Title
Trustee
Phone
3232215881
Signed
2018-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diana Limon
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 1,400 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 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 523 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.

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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt018263368
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt019096066
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0382
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07174
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IRS990ScheduleD/CloselyHeldEquityInterestsGrp/MethodValuationCd0F
IRS990ScheduleD/EquipmentGrp/BookValueAmt028138
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01345095
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01373233
IRS990ScheduleD/ExpensesSubtotalAmt08993979
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-404097
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt016466
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt098452
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0114918
IRS990ScheduleD/RevenueNotReportedAmt0-404097
IRS990ScheduleD/RevenueSubtotalAmt011416307
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:
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IRS990ScheduleD/TotalBookValueSecuritiesAmt06659605
IRS990ScheduleD/TotalExpensesPerForm990Amt08993979
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt011416307
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt011012210
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt1115308
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt033579
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt132544
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt024295
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt124287
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Brett Moss
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JANE TEMPLIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Director
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1OUTREACH DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0253447
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1172139
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
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt4ibew local 11
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt5ibew local 11
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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 1,400 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 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:
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1297 N Marengo Ave
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0CITY OF COMMERCE
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd191101

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,096,066
Liabilities
$0
Net assets
$19,096,066
Revenue
$11,416,307
Expenses
$8,993,979
Net income
$2,422,328
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
2017Detailed filing. Detailed filing data is available for this year.$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. 2017 filings • 501(c)5 • $10M-$25M nonprofits