LOCAL 18 IBEW-DWP JOINT TRAINING INSTITUTE

EIN: 810577043

SUN VALLEY, CA

Total Revenue
$10,083
Total Expenses
$1,908,743
Total Assets
N/A
Net Assets
N/A
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2002
Legal Domicile
CA
Principal Officer
BRIAN D'ARCY
Phone
8187714695
Tax Period
2018-07-01 to 2019-06-30

LOCAL 18 IBEW-DWP JOINT TRAINING INSTITUTE, founded in 2002, is a micro nonprofit that reported $10K in total revenue in fiscal year 2018. Revenue fell 95% from the prior year — a significant decline worth monitoring. Expenses of $1.9M exceeded revenue, resulting in a 18830% operating deficit.

Mission

The Joint Training Institute is an independent trust formed in collective bargaining between the Los Angeles Department of Water and Power and the International Brotherhood of Electrical Workers, Local 18 to improve the training opportunities for Local 18-represented employees working in critical jobs by reviewing and recommending the feasibility of and requirements for institutionalized preparatory and competency-based training and learning opportunities that will help create a flexible and skilled workforce committed to excellence in public service. PART VI, LINE 8B: The INSTITUTE does not have committees with authority to act on behalf of the governing body. PART VI, LINE 11B: Form 990 was provided to all trustees for review before it was filed. PART VI, LINE 12C: Every six months the policy is reviewed at a trustee meeting. PART VI, LINE 15A: The Los Angeles Department of Water and Power pays salaries directly to the executive director and to the administrators. The Institute reimburses the LOS ANGELES Department of Water and Power for the salaries. PART VI, LINE 15B: The INSTITUTE does not have other officers or key employees. PART VI, LINE 19: The INSTITUTE makes its governing documents and conflict-of-interest policy available for viewing at the INSTITUTE's office upon written request. PART XI, LINE 9: THE ASSETS, LIABILITIES AND NET ASSETS OF THE INSTITUTE WERE TRANSFERRED TO THE NEW FORMED ENTITY, JOINT SAFETY AND TRAINING INSTITUTE, ON JUNE 30, 2019 (EIN: 30-1161903). THE NET ASSETS TRANSFERRED AMOUNTED TO $8,691,912.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2018)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $10,083
Other Revenue $0
TOTAL REVENUE $10,083

Expense Breakdown

Grants Paid $0
Salaries & Benefits $833,366
Fundraising Expenses $0
Other Expenses $1,075,377
TOTAL EXPENSES $1,908,743

Year-over-Year Comparison

2018 2017 Change
Revenue $10,083 $207,112 -1.0%
Expenses $1,908,743 $2,653,844 -0.3%
Net Income $-1,898,660 $-2,446,732 -0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
8
Independent Members
8
Employees
6
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARTIN ADAMS EMPLOYER TRUSTEE 1.0
Director
$0 $0 $0
RICHARD HARASICK EMPLOYER TRUSTEE 1.0
Director
$0 $0 $0
ANDREW KENDALL EMPLOYER TRUSTEE 1.0
Director
$0 $0 $0
DAVID WRIGHT EMPLOYER TRUSTEE 1.0
Director
$0 $0 $0
BRIAN D'ARCY UNION TRUSTEE 1.0
Director
$0 $0 $0
GUS CORONA UNION TRUSTEE 1.0
Director
$0 $0 $0
EDDIE HERRERA UNION TRUSTEE 1.0
Director
$0 $0 $0
RAFAEL LOPEZ UNION TRUSTEE 1.0
Director
$0 $0 $0
MARTIN MARRUFO UNION TRUSTEE 1.0
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2019 $10,083 $1,908,743 No data $-1,898,660
2018 $207,112 $2,653,844 $10,825,011 $-2,446,732
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