Civic Intelligence

Orange County Electrical Joint Apprenticeship and Training Trust

990 • Fiscal year 2022 • EIN 95-7129576

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 07, 2022

Organization ProfileN/A
1261 E Dyer RoadSanta Ana, CA 92705

(714) 245-9988

Siviq Scores

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

Liabilities / Assets

79th percentile

0.55x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

91st percentile

3.00x

Higher debt load relative to revenue than 91% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

75th percentile

24%

Higher net margin than 75% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

97th percentile

143%

Faster asset growth than 97% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

77th percentile

28%

Faster revenue growth than 77% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$17,451,540

Up $10,274,721 (+143%) from 2021

Net Assets

Up

$7,912,304

Up $767,769 (+11%) from 2021

Liabilities

Up

$9,539,236

Up $9,506,952 (+29448%) from 2021

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin75th percentile

Revenue

Up

$3,177,082

Up $694,707 (+28%) from 2021

Expenses

Up

$2,409,313

Up $955,298 (+66%) from 2021

Net Income

Down

$767,769

Down $260,591 (-25%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $4,314,874Liabilities 2011: $50,084Net Assets 2011: $4,264,7902011Assets 2012: $4,312,931Liabilities 2012: $80,566Net Assets 2012: $4,232,3652012Assets 2013: $4,284,423Liabilities 2013: $122,714Net Assets 2013: $4,161,7092013Assets 2014: $4,409,530Liabilities 2014: $94,440Net Assets 2014: $4,315,0902014Assets 2015: $4,175,808Liabilities 2015: $105,105Net Assets 2015: $4,070,7032015Assets 2016: $4,176,049Liabilities 2016: $69,212Net Assets 2016: $4,106,8372016Assets 2017: $4,139,272Liabilities 2017: $126,278Net Assets 2017: $4,012,9942017Assets 2018: $4,648,722Liabilities 2018: $78,042Net Assets 2018: $4,570,6802018Assets 2019: $5,147,477Liabilities 2019: $44,415Net Assets 2019: $5,103,0622019Assets 2020: $6,176,237Liabilities 2020: $60,062Net Assets 2020: $6,116,1752020Assets 2021: $7,176,819Liabilities 2021: $32,284Net Assets 2021: $7,144,5352021Assets 2022: $17,451,540Liabilities 2022: $9,539,236Net Assets 2022: $7,912,3042022Assets 2023: $16,929,829Liabilities 2023: $9,616,356Net Assets 2023: $7,313,4732023Assets 2024: $19,796,996Liabilities 2024: $9,335,079Net Assets 2024: $10,461,9172024

Highlighted filing

2022

Assets$17,451,540
Liabilities$9,539,236
Net Assets$7,912,304
Open 2022 Filing

Operations Trend

Revenue Growth77th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $738,038Expenses 2011: $983,951Net Income 2011: -$245,9132011Revenue 2012: $898,352Expenses 2012: $930,777Net Income 2012: -$32,4252012Expenses 2013: $942,9672013Revenue 2014: $1,110,583Expenses 2014: $1,070,729Net Income 2014: $39,8542014Revenue 2015: $928,772Expenses 2015: $1,156,407Net Income 2015: -$227,6352015Revenue 2016: $1,390,915Expenses 2016: $1,397,096Net Income 2016: -$6,1812016Revenue 2017: $1,392,804Expenses 2017: $1,486,647Net Income 2017: -$93,8432017Revenue 2018: $2,135,203Expenses 2018: $1,577,517Net Income 2018: $557,6862018Revenue 2019: $2,230,212Expenses 2019: $1,697,830Net Income 2019: $532,3822019Revenue 2020: $2,466,411Expenses 2020: $1,453,298Net Income 2020: $1,013,1132020Revenue 2021: $2,482,375Expenses 2021: $1,454,015Net Income 2021: $1,028,3602021Revenue 2022: $3,177,082Expenses 2022: $2,409,313Net Income 2022: $767,7692022Revenue 2023: $3,608,648Expenses 2023: $4,199,509Net Income 2023: -$590,8612023Revenue 2024: $6,637,446Expenses 2024: $3,524,376Net Income 2024: $3,113,0702024

Highlighted filing

2022

Revenue$3,177,082
Expenses$2,409,313
Net Income$767,769
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 7, 2022
Return Version
2021v4.0
Gross Receipts
$3,177,082
Mission and Program Overview

Mission

Training union electricians

Training of union electricians

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,088,149$14,872,895▲ $13,784,746
Cash and Non-Interest-Bearing Accounts$112,963$1,155,153▲ $1,042,190
Investments in Publicly Traded Securities$5,690,614$635,017▼ $5,055,597
Savings and Temporary Cash Investments-$267,823-
Accounts Receivable$87,489$116,852▲ $29,363
Inventories for Sale or Use$16,872$0▼ $16,872
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$7,176,819$17,451,540▲ $10,274,721
Other Assets Total$180,732$403,800▲ $223,068
Liabilities
Mortgage Notes Payable Secured by Investment Property-$9,500,000-
Accounts Payable and Accrued Expenses$32,283$39,236▲ $6,953
Other Liabilities$1--
Total Liabilities$32,284$9,539,236▲ $9,506,952
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,144,535$7,912,304▲ $767,769
Total Net Assets Fund Balance$7,144,535$7,912,304▲ $767,769
Total Liabilities and Net Assets / Fund Balance$7,176,819$17,451,540▲ $10,274,721

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$6,185,860$673,006$6,858,866
Land$4,685,158-$4,685,158
Leasehold Improvements$3,344,589$202,992$3,547,581
Other Land Buildings$620,934$104,393$725,327
Equipment$36,354$106,041$142,395
Compensation and Service Providers
Top Officer Pay14th percentile

Board Members and Trustees

NameTitle
Neal LauzonChairman
Adam OrrillBoard Member
Doug MangioneBoard Member
Greg ElliotBoard Member
Gregg HoltBoard Member
JOHN O'NEILLBoard Member
Jerome ThomasTraining Director
Wesley T GellerSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,790,051
Investment Income
$-15,817
Other Revenue
$402,848
Change in Net Assets
$767,769
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,283,844
Salaries, Compensation, and Employee Benefits$1,125,469
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$568,071$292,643-$860,714
Depreciation Depletion$261,584$134,755-$396,339
Occupancy$134,479$69,277-$203,756
Other Employee Benefits$128,178$66,031-$194,209
Interest$114,297$58,880-$173,177
Fees for Services Accounting$80,016$41,221-$121,237
Payroll Taxes$46,560$23,986-$70,546
Office Expenses$39,739$20,472-$60,211
Fees for Services Other$12,423$6,399-$18,822
Insurance$11,887$6,123-$18,010
All Other Expenses$10,438$5,377-$15,815
Travel$9,686$4,989-$14,675
Other Expenses$8,744$4,504-$13,248
Advertising$50$25-$75
Total Functional Expenses$1,590,148$819,165$0$2,409,313
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
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Orange County Electrical Joint
EIN
95-7129576
Phone
7142459988
Address
1261 E DYER ROAD, SANTA ANA, CA 92705

Signing Officer

Name
Wesley T Geller
Title
Secretary
Signed
2022-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wesley T Geller
Formed
1996
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
8
Employees
33

Preparer

Firm
Thad Scott & Company
Address
555 W Shaw Ave Suite B-5, Fresno, CA 93704
Preparer
Thad Scott
Phone
5592300575
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IRS990/OtherExpensesGrp/ProgramServicesAmt157060
IRS990/OtherExpensesGrp/ProgramServicesAmt218664
IRS990/OtherExpensesGrp/ProgramServicesAmt38744
IRS990/OtherExpensesGrp/TotalAmt0133746
IRS990/OtherExpensesGrp/TotalAmt186454
IRS990/OtherExpensesGrp/TotalAmt228279
IRS990/OtherExpensesGrp/TotalAmt313248
IRS990/OtherLiabilitiesGrp/BOYAmt01
IRS990/OtherRevenueMiscGrp/Desc0SALE OF ASSET
IRS990/OtherRevenueMiscGrp/ExclusionAmt0402848
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0402848
IRS990/OtherRevenueTotalAmt0402848
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0292643
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0568071
IRS990/OtherSalariesAndWagesGrp/TotalAmt0860714
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023986
IRS990/PayrollTaxesGrp/ProgramServicesAmt046560
IRS990/PayrollTaxesGrp/TotalAmt070546
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0WESLEY T GELLER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
IRS990/ProgramServiceRevenueGrp/BusinessCd1611600
IRS990/ProgramServiceRevenueGrp/BusinessCd2611600
IRS990/ProgramServiceRevenueGrp/BusinessCd3611600
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION FEE
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2ETP REIMBURSEMENT
IRS990/ProgramServiceRevenueGrp/Desc3SPECIAL CLASS FEE
IRS990/ProgramServiceRevenueGrp/Desc4WKS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0290507
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11393516
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21100213
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt313925
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0290507
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11393516
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21100213
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt313925
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0429483
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0420658
IRS990/PYOtherRevenueAmt028000
IRS990/PYProgramServiceRevenueAmt02024892
IRS990/PYRevenuesLessExpensesAmt01028360
IRS990/PYSalariesCompEmpBnftPaidAmt01033357
IRS990/PYTotalExpensesAmt01454015
IRS990/PYTotalRevenueAmt02482375
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0767769
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0267823
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt06185860
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0673006
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt06858866
IRS990ScheduleD/EquipmentGrp/BookValueAmt036354
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0106041
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0142395
IRS990ScheduleD/LandGrp/BookValueAmt04685158
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt04685158
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt03344589
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0202992
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt03547581
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0620934
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0104393
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0725327
IRS990ScheduleD/TotalBookValueLandBuildingsAmt014872895
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt07176819
IRS990/TotalAssetsEOYAmt017451540
IRS990/TotalAssetsGrp/BOYAmt07176819
IRS990/TotalAssetsGrp/EOYAmt017451540
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt033
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0819165
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01590148
IRS990/TotalFunctionalExpensesGrp/TotalAmt02409313
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt032284
IRS990/TotalLiabilitiesEOYAmt09539236
IRS990/TotalLiabilitiesGrp/BOYAmt032284
IRS990/TotalLiabilitiesGrp/EOYAmt09539236
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07144535
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07912304
IRS990/TotalOthProgramServiceRevGrp/RelatedOrExemptFuncIncomeAmt0-8110
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt0-8110
IRS990/TotalProgramServiceExpensesAmt01590148
IRS990/TotalProgramServiceRevenueAmt02790051
IRS990/TotalRevenueGrp/ExclusionAmt0387031
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02790051
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03177082
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07176819

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,451,540
Liabilities
$9,539,236
Net assets
$7,912,304
Revenue
$3,177,082
Expenses
$2,409,313
Net income
$767,769
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$19.8$9.34$10.5$6.64$3.52$3.11
2023Detailed filing. Detailed filing data is available for this year.$16.9$9.62$7.31$3.61$4.20$0.59
2022Detailed filing. Detailed filing data is available for this year.$17.5$9.54$7.91$3.18$2.41$0.77
2021Detailed filing. Detailed filing data is available for this year.$7.18$0.03$7.14$2.48$1.45$1.03
2020Detailed filing. Detailed filing data is available for this year.$6.18$0.06$6.12$2.47$1.45$1.01
2019Detailed filing. Detailed filing data is available for this year.$5.15$0.04$5.10$2.23$1.70$0.53
2018Detailed filing. Detailed filing data is available for this year.$4.65$0.08$4.57$2.14$1.58$0.56
2017Detailed filing. Detailed filing data is available for this year.$4.14$0.13$4.01$1.39$1.49$0.09
2016Detailed filing. Detailed filing data is available for this year.$4.18$0.07$4.11$1.39$1.40$0.01
2015Detailed filing. Detailed filing data is available for this year.$4.18$0.11$4.07$0.93$1.16$0.23
2014Detailed filing. Detailed filing data is available for this year.$4.41$0.09$4.32$1.11$1.07$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.28$0.12$4.16$0.94
2012Summary only. Only limited summary data is available for this year.$4.31$0.08$4.23$0.90$0.93$0.03
2011Summary only. Only limited summary data is available for this year.$4.31$0.05$4.26$0.74$0.98$0.25