Civic Intelligence

Los Angeles County Electrical Educational and Training Trust Fund

990 • Fiscal year 2020 • EIN 95-6123788

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 23, 2021

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.

2020 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

9th percentile

0.00x

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

2020 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2020

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

41st percentile

$246,483

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2020 filings • 501(c)5 • $25M-$50M nonprofits • Source year 2020

Asset Growth

82nd percentile

19%

Faster asset growth than 82% of similar nonprofits.

2020 filings • 501(c)5 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

22%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • 501(c)5 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$26,986,284

Up $4,314,240 (+19%) from 2019

Net Assets

Up

$26,986,284

Up $4,314,240 (+19%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin87th percentile

Revenue

Up

$17,719,521

Up $3,150,446 (+22%) from 2019

Expenses

Down

$11,147,421

Down $248,761 (-2.2%) from 2019

Net Income

Up

$6,572,100

Up $3,399,207 (+107%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2020

Assets$26,986,284
Liabilities$0
Net Assets$26,986,284
Open 2020 Filing

Operations Trend

Revenue Growth92nd 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

2020

Revenue$17,719,521
Expenses$11,147,421
Net Income$6,572,100
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 23, 2021
Return Version
2019v5.1
Gross Receipts
$22,475,274
Mission and Program Overview

Mission

see schedule o

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$22,672,044$26,986,284▲ $4,314,240
Accounts Receivable$8,561,885$9,625,024▲ $1,063,139
Investments in Publicly Traded Securities$3,543,731$8,238,145▲ $4,694,414
Cash and Non-Interest-Bearing Accounts$4,214,016$3,834,262▼ $379,754
Investments Other Securities$4,705,640$2,566,267▼ $2,139,373
Pledges and Grants Receivable$202,133$1,191,557▲ $989,424
Land, Buildings, and Equipment, Net$728,421$913,679▲ $185,258
Savings and Temporary Cash Investments$576,138$477,269▼ $98,869
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$22,672,044$26,986,284▲ $4,314,240
Other Assets Total$140,080$140,081▲ $1
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
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$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$22,672,044$26,986,284▲ $4,314,240
Total Liabilities and Net Assets / Fund Balance$22,672,044$26,986,284▲ $4,314,240

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$885,954$1,563,059$2,449,013
Other Land Buildings$27,725$53,558$81,283
Other Securities$2,566,267--
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Summer ZacharySenior InstructorFT$149,821$149,821

Board Members and Trustees

NameTitle
joel bartonchairman
deon mayesassistant director
Diana LimonExecutive Director
Jane TemplinOutreach Director
cathy o'bryanttrustee
jaime sancheztrustee
jim willsontrustee
robert coronatrustee
Ormond BrownFacility Manager
rick jarvissecretary
THOMAS StERRETTSenior Instructor
Revenue and Support

Revenue Composition

Contributions and Grants
$3,822,383
Program Service Revenue
$13,676,308
Investment Income
$214,033
Other Revenue
$6,797
Change in Net Assets
$6,572,100

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,719,521
Revenue Not Reported on Form 990
$-2,257,860
Total Revenue per Audited Statements
$15,461,661
Total Revenue per Form 990
$17,719,521
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,147,421
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---$10,987,289
Depreciation Depletion---$160,132
Total Functional Expenses$0$0$0$11,147,421

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,147,421
Total Expenses per Audited Statements$11,147,421
Total Expenses per Form 990$11,147,421
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
Jaime SanchezIbew Local 11respective neca employer orNo-
Joel BartonIbew Local 11compensated by theirNo-
Robert CoronaIbew Local 11ibew local.No-
cathy o'bryantNeca Employerthese trustees are notNo-
jim willsonNeca Associationtraining trust but may beNo-
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 35% controlled entity
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
Diana Limon
Title
training director
Phone
3232215881
Signed
2021-03-23
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 JOEL BARTON chairman chairman member to 6023 s garfield ave JAIME SANCHEZ 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 nurement, 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 578 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/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt08561885
IRS990/AccountsReceivableGrp/EOYAmt09625024
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0see schedule o
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0DIANA LIMON
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/BusinessRlnWith35CtrlEntInd0true
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt04214016
IRS990/CashNonInterestBearingGrp/EOYAmt03834262
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/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt03822383
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0214033
IRS990/CYOtherExpensesAmt011147421
IRS990/CYOtherRevenueAmt06797
IRS990/CYProgramServiceRevenueAmt013676308
IRS990/CYRevenuesLessExpensesAmt06572100
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt011147421
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt017719521
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt0160132
IRS990/Desc0The 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.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
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/TotalAmt010987289
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/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt240.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.0
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd3X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt067825
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt162242
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt261795
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt360237
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt458772
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt543638
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0DIANA LIMON
IRS990/Form990PartVIISectionAGrp/PersonNm1deon mayes
IRS990/Form990PartVIISectionAGrp/PersonNm2JANE TEMPLIN
IRS990/Form990PartVIISectionAGrp/PersonNm3THOMAS StERRETT
IRS990/Form990PartVIISectionAGrp/PersonNm4ORMOND BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm5SUMMER ZACHARY
IRS990/Form990PartVIISectionAGrp/PersonNm6cathy o'bryant
IRS990/Form990PartVIISectionAGrp/PersonNm7rick jarvis
IRS990/Form990PartVIISectionAGrp/PersonNm8jim willson
IRS990/Form990PartVIISectionAGrp/PersonNm9joel barton
IRS990/Form990PartVIISectionAGrp/PersonNm10robert corona
IRS990/Form990PartVIISectionAGrp/PersonNm11jaime sanchez
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/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0178658
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1145834
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2129916
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3121686
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4102287
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5106183
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1assistant director
IRS990/Form990PartVIISectionAGrp/TitleTxt2OUTREACH DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SENIOR INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4FACILITY MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt5SENIOR INSTRUCTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt10trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01964
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt050450
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GovernmentGrantsAmt03822383
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0true
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04806203
IRS990/GrossReceiptsAmt022475274
IRS990/GrossRentsGrp/RealAmt06797
IRS990/GrossSalesOfInventoryAmt00
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/ExclusionAmt0163583
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0163583
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04705640
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02566267
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03543731
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08238145
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01616617
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0728421
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0913679
IRS990/LandBldgEquipCostOrOtherBssAmt02530296
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04755753
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/NetAssetsOrFundBalancesBOYAmt022672044
IRS990/NetAssetsOrFundBalancesEOYAmt026986284
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt050450
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt050450
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt06797
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt06797
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-2257860
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0140080
IRS990/OtherAssetsTotalGrp/EOYAmt0140081
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
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/BOYAmt0202133
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01191557
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DIANA LIMON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2TRAINING REVENUE
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09561922
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13900540
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2213846
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09561922
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13900540
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2213846
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01929011
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt023838
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt011396182
IRS990/PYOtherRevenueAmt06935
IRS990/PYProgramServiceRevenueAmt012609291
IRS990/PYRevenuesLessExpensesAmt03172893
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt011396182
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014569075
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt06572100
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt06797
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt022672044
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt026986284
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0576138
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0477269
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0885954
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01563059
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02449013
IRS990ScheduleD/ExpensesSubtotalAmt011147421
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-2257860
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt027725
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt053558
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt081283
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02566267
IRS990ScheduleD/OtherSecuritiesGrp/Desc06023 S GARFIELD AVE INC.
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-2257860
IRS990ScheduleD/RevenueSubtotalAmt017719521
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/TotalBookValueLandBuildingsAmt0913679
IRS990ScheduleD/TotalBookValueSecuritiesAmt02566267
IRS990ScheduleD/TotalExpensesPerForm990Amt011147421
IRS990ScheduleD/TotalLiabilityAmt00
IRS990ScheduleD/TotalRevenuePerForm990Amt017719521
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt015461661
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt011147421
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0145834
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1129916
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2178658
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3102287
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4121686
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt035263
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt134786
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt238696
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt332786
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt433840
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt026979
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt127009
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt229129
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt325985
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt426397
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0deon mayes
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JANE TEMPLIN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2DIANA LIMON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3ORMOND BROWN

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,986,284
Liabilities
$0
Net assets
$26,986,284
Revenue
$17,719,521
Expenses
$11,147,421
Net income
$6,572,100
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
2020Detailed filing. Detailed filing data is available for this year.$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