2019-11-15T16:46:48-06:00 2018-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2018-01-01 530212938 ELECTRICAL TRAINING ALLIANCE ELEC 3017152300 5001 HOWERTON WAY SUITE N BOWIE MD 20715 TODD STAFFORD EXECUTIVE DIRECTOR 3017152300 2019-11-15 1 SUBRINA WOOD CPA P00365899 2023319880 38.100.43.98 2019-11-15 17:46:31 ES P AAC600C6407F438ED9881BB94AB08BDC6703F2AD C51C299B32E41F9A0D8E097B775B67623CAAAFCA 2018 2020-03-31 21:24:44Z TODD STAFFORD 5001 HOWERTON WAY SUITE N BOWIE MD 20715 33425277 0 X WWW.ELECTRICALTRAININGALLIANCE.ORG X 1941 MD EDUCATION OF ELECTRICIANS 4 4 44 0 10250 3904 810285 829664 27796819 31456567 177356 217435 322747 327238 29107207 32830904 221856 239812 0 0 7052313 7324448 0 0 0 20267077 21529580 27541246 29093840 1565961 3737064 27891231 30041160 4792052 3546571 23099179 26494589 X TO DEVELOP AND STANDARDIZE TRAINING TO EDUCATE THE MEMBERS OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS & THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION; INSURING AND PROVIDING THE ELECTRICAL CONSTRUCTION INDUSTRY WITH THE MOST HIGHLY TRAINED AND HIGHLY SKILLED WORKFORCE POSSIBLE. 0 0 22306718 239812 31374388 DEVELOPED AND PRESENTED ELECTRICAL APPRENTICESHIP COURSE STUDY MATERIALS, WORKSHOPS, PUBLICATIONS, AND CONTINUING EDUCATION. 22306718 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 96 0 1 44 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X MARK J CERULLA CPA 3017152367 5001 HOWERTON WAY SUITE N BOWIE MD 207154459 LONNIE STEVENSON TRUSTEE 1.00 X 0 0 0 JOHN M GRAU TRUSTEE 1.00 X 0 0 0 JERRY WESTERHOLM TRUSTEE 1.00 X 0 0 0 GEARY HIGGINS TRUSTEE 1.00 X 0 0 0 TODD STAFFORD EXECUTIVE DIRECTOR 40.00 X 240052 0 240052 JAMES BOYD ASST. EXECUTIVE DIRECTOR 40.00 X 198853 0 198853 MARK CERULLA DIRECTOR OF OPS/COMPTROLLER 40.00 X 172612 0 172612 STEVE ANDERSON DIRECTOR 40.00 X 172612 0 172612 WILLIAM BALL DIRECTOR 40.00 X 175375 0 175375 PALMER HICKMAN DIRECTOR 40.00 X 173438 0 173438 JASON IANNELLI DIRECTOR 40.00 X 180956 0 180956 MARTY RIESBERG DIRECTOR 40.00 X 175442 0 175442 1489340 0 1489340 20 0 1 0 MOSAIC LEARNING 10005 OLD COLUMBIA RD SUITE 250 COLUMBIA MD 21046 COURSE DEVELOPMENT 4855052 AMERICAN TECHNICAL PUBLISHERS 10100 ORLAND PWY SUITE 200 ORLAND PARK IL 60467 PRINTING SERVICE 3517467 NFPA 1 BATTERYMARCH PARK QUINCY MA 02269 PRINTING SERVICE 1571819 WELLSHADE 14460 NEW FALLS OF NEUSE ROAD RALEIGH NC 27614 INFORMATION TECHNOLOGY SERVICES 1324071 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 PRINTING SERVICE 1291982 7 829664 829664 TRAINING MATERIALS 900099 19798787 19798787 CLASSES & SEMINARS 900099 11501280 11501280 SPONSORSHIPS 541800 156500 156500 31456567 90948 90948 242667 242667 720860 594373 126487 126487 126487 MISCELLANEOUS 900099 74321 74321 ADVERTISING INCOME 900099 10250 10250 84571 32830904 31530888 10250 460102 X 218402 218402 21410 21410 486839 365129 121710 4068242 2536541 1531701 1442226 859552 582674 1001054 611791 389263 326087 205254 120833 373913 373913 82897 82897 55131 55131 442298 442298 312469 312469 378387 378387 56280 56280 271239 271239 2332981 782472 1550509 134698 134698 UBIT 68780 68780 MATERIALS AND PRODUCTS 7865014 7865014 CLASSES, COURSES AND SE 3296664 3296664 NATIONAL TRAINING INSTI 2132973 2132973 3725856 3037603 688253 29093840 22306718 6787122 0 6618436 5860915 42041 39670 15000 300523 1760445 3076327 537193 216334 3628444 3161363 4658307 6805662 11305818 5220049 5427014 6085769 2767669 2602134 2419382 1679286 17300 213177 27891231 30041160 1792911 2429782 2921127 1085762 78014 31027 4792052 3546571 X 23084179 26479589 15000 15000 23099179 26494589 27891231 30041160 3737064 -341654 0 X X 0 1 X 1 1 1 X 380932 484374 822475 810285 829664 3327730 22233418 23249190 25982741 27443134 31456567 130365050 22614350 23733564 26805216 28253419 32286231 133692780 0 0 0 133692780 466375 377444 441463 315482 333615 1934379 466375 377444 441463 315482 333615 1934379 4648 4913 9561 199965 92812 66827 36414 74321 470339 23285338 24203820 27313506 28605315 32699080 136107059 0.98230 0.97760 0.01420 0.01700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3680739 913097 2767642 1127452 969547 157905 6497627 3337405 3160222 6085769 CAPITAL LEASE OBLIGATION 31027 31027 X 32489250 -341654 -341654 32830904 0 32830904 29093840 0 29093840 0 29093840 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS ADVISED THAT THE ALLIANCE QUALIFIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE ALLIANCE ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DE-RECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ALLIANCE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2018, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2018, THE STATUE OF LIMITATIONS FOR TAX YEARS 2015 THROUGH 2017 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ALLIANCE FILES RETURNS. 1 SAN MATEO COUNTY ELEC JATC 625 INDUSTRIAL ROAD SAN CARLOS CA 94070 237225581 501(C)(3) 14443 FEDERAL GRANT - TRAINING TAMPA AREA ELEC JATC 5625 HARNEY RD TAMPA FL 33610 591271446 501(C)(3) 19156 FEDERAL GRANT - TRAINING CHARLOTTE ELEC JATC 13530 SOUTH RIDGE DR CHARLOTTE NC 28273 582431633 501(C)(3) 23441 FEDERAL GRANT - TRAINING RALEIGH-DURHAM ELEC JATC 400 WEST MAIN STREET 402 DURHAM NC 27701 561289398 501(C)(3) 24989 FEDERAL GRANT - TRAINING ELECTRICAL WORKERS APPRENTICE TRAINING FUND 4635 LONGLEY LANE SUITE 108 RENO NV 89502 880089356 501(C)(3) 24640 FEDERAL GRANT - TRAINING IBEW-NECA ELECT TRAIN CENTER 428 OLD NISKAYUNA RD LATHAM NY 12110 141609873 501(C)(3) 20838 FEDERAL GRANT - TRAINING TOLEDO ELEC JATC 803 LIME CITY ROAD ROSSFORD OH 43460 341201670 501(C)(3) 24459 FEDERAL GRANT - TRAINING NECA-IBEW ELEC TRAINING CTR 16021 NE AIRPORT WAY PORTLAND OR 97230 930519925 501(C)(3) 27412 FEDERAL GRANT - TRAINING BEAUMONT ELEC JATC 707 HELENA AVENUE NEDERLAND TX 77627 746067653 501(C)(3) 12447 FEDERAL GRANT - TRAINING EL PASO ELECTRICAL JATC 6040 LUCKETT CT EL PASO TX 79932 741587284 501(C)(3) 16821 FEDERAL GRANT - TRAINING 10 0 SCHOLARSHIP 10 21410 PART I, LINE 2: NOMINEES MUST ALSO DISPLAY A POSITIVE ATTITUDE TOWARDS THE IBEW/NECA, BE IN THE TOP 20% OF THEIR CLASS, AND SHOULD HAVE THE POTENTIAL TO BE A FUTURE INDUSTRY LEADER (I.E., APPRENTICE INSTRUCTOR OR TRAINING DIRECTOR). IT IS ALSO PREFERRED THAT THE APPRENTICE HAVE 100% ATTENDANCE IN BOTH THE CLASSROOM AND ON THE JOB. THE SCHOLARSHIP RECIPIENTS ARE CHOSEN BY A SELECTION COMMITTEE MADE UP OF ELECTRICAL TRAINING ALLIANCE AND UL REPRESENTATIVES; WINNERS ARE ANNOUNCED AT THE NATIONAL TRAINING INSTITUTE (NTI) IN AUGUST. SINCE THE SCHOLARSHIP COVERS BOOKS FOR THE REMAINDER OF THE STUDENT'S APPRENTICESHIP, PREVIOUS WINNERS ARE NOT ELIGIBLE FOR NOMINATION AGAIN. X X X 0 0 0 0 0 0 0 0 0 TODD STAFFORD EXECUTIVE DIRECTOR 230587 0 6918 0 2547 0 0 0 28254 0 268306 0 0 0 JAMES BOYD ASST. EXECUTIVE DIRECTOR 184469 0 5534 0 8850 0 0 0 19680 0 218533 0 0 0 MARK CERULLA DIRECTOR OF OPS/COMPTROLLER 167584 0 5028 0 0 0 0 0 28254 0 200866 0 0 0 STEVE ANDERSON DIRECTOR 167584 0 5028 0 0 0 0 0 20680 0 193292 0 0 0 WILLIAM BALL DIRECTOR 170267 0 5108 0 0 0 0 0 28254 0 203629 0 0 0 PALMER HICKMAN DIRECTOR 168386 0 5052 0 0 0 0 0 11472 0 184910 0 0 0 JASON IANNELLI DIRECTOR 175685 0 5271 0 0 0 0 0 28254 0 209210 0 0 0 MARTY RIESBERG DIRECTOR 170332 0 5110 0 0 0 0 0 28254 0 203696 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS SENT TO THE COMPTROLLER FOR REVIEW, QUESTIONS, AND COMMENTS. THE EXECUTIVE DIRECTOR IS THE NEXT REVIEWER. THE FORM IS THEN PROVIDED TO THE FULL BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR IS REQUIRED TO GET APPROVAL FROM THE EXECUTIVE DIRECTOR BEFORE AGREEING TO PARTICIPATE IN ANY ORGANIZATION THAT MAY CONFLICT WITH ETA. ANY BREACH OF THIS POLICY IS EVALUATED BY THE BOARD OF TRUSTEES AND APPROPRIATE ACTION IS TAKEN. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF TRUSTEES APPROVES COMPENSATION FOR THE EXECUTIVE DIRECTOR AFTER PERFORMING AN ANNUAL PERFORMANCE EVALUATION AND ANALYZING COMPENSATION STUDIES PERFORMED BY INDEPENDENT ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART IX, LINE 24E LMS HOSTING: PROGRAM SERVICE EXPENSES 913,345. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 913,345. SHIPPING- FREIGHT OUT: PROGRAM SERVICE EXPENSES 709,955. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 709,955. GRANTS: PROGRAM SERVICE EXPENSES 576,935. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 576,935. SCORING AND CERTIFICATION: PROGRAM SERVICE EXPENSES 425,730. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 425,730. WAREHOUSE FULFILLMENT: PROGRAM SERVICE EXPENSES 352,103. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 352,103. OTHER TAX & LICENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 311,712. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 311,712. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 308,689. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 308,689. CONTINUING EDUCATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 82,993. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,993. INVENTORY VALUATION ADJUSTMENT: PROGRAM SERVICE EXPENSES 36,664. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,664. VEHICLE EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 29,748. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,748. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 23,476. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 23,476. RECOGNITION AND AWARDS: PROGRAM SERVICE EXPENSES 22,871. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,871. LOSS ON SALE OF PROPERTY AND EQUIPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES -68,365. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -68,365. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES OVERSEES THE SELECTION OF THE INDEPENDENT AUDITORS.