2020-11-16T13:28:36-06:00 2019-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2019-01-01 530212938 ELECTRICAL TRAINING ALLIANCE ELEC 3017152300 5001 HOWERTON WAY SUITE N BOWIE MD 20715 TODD STAFFORD EXECUTIVE DIRECTOR 3017152300 2020-11-16 1 KRISTIN A JACQUELIN CPA P01325865 2023319880 38.100.43.98 2020-11-16 14:26:40 ES P 503212571B492C6734ECC8D7D4B0C3065084245C 503212571B492C6734ECC8D7D4B0C3065084245C 2019 2021-01-29 14:40:06Z TODD STAFFORD 5001 HOWERTON WAY SUITE N BOWIE MD 20715 40379904 0 X WWW.ELECTRICALTRAININGALLIANCE.ORG X 1941 MD EDUCATION OF ELECTRICIANS 4 4 49 0 284000 101714 829664 857460 31456567 36616554 217435 391655 327238 635466 32830904 38501135 239812 112727 0 0 7324448 8486475 0 0 0 21529580 24578321 29093840 33177523 3737064 5323612 30041160 37439696 3546571 5575272 26494589 31864424 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 25094321 112727 36701953 DEVELOPED AND PRESENTED ELECTRICAL APPRENTICESHIP COURSE STUDY MATERIALS, WORKSHOPS, PUBLICATIONS, AND CONTINUING EDUCATION. 25094321 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 98 0 1 49 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 DAVID LONG TRUSTEE 1.00 X 0 0 0 MICHAEL RICHARD TRUSTEE 1.00 X 0 0 0 GEARY HIGGINS TRUSTEE 1.00 X 0 0 0 TODD STAFFORD EXECUTIVE DIRECTOR 40.00 X 245297 0 88364 JAMES BOYD ASST. EXECUTIVE DIRECTOR 40.00 X 204174 0 71230 MARK CERULLA DIRECTOR OF OPS/COMPTROLLE 40.00 X 180355 0 95158 STEVE ANDERSON DIRECTOR 40.00 X 180355 0 87327 WILLIAM BALL DIRECTOR 40.00 X 180355 0 95158 PALMER HICKMAN DIRECTOR 40.00 X 180355 0 89941 JASON IANNELLI DIRECTOR 40.00 X 186023 0 95158 GREGORY GREINER DIRECTOR 40.00 X 187845 0 35976 1544759 0 658312 20 0 1 0 MOSAIC LEARNING 10005 OLD COLUMBIA RD SUITE 250 COLUMBIA MD 21046 COURSE DEVELOPMENT 7007509 AMERICAN TECHNICAL PUBLISHERS 10100 ORLAND PWY SUITE 200 ORLAND PARK IL 60467 PRINTING SERVICE 3937186 WELLSHADE 14460 NEW FALLS OF NEUSE ROAD RALEIGH NC 27614 INFORMATION TECHNOLOGY SERVICES 2174255 NFPA 1 BATTERYMARCH PARK QUINCY MA 02269 PRINTING SERVICE 1652387 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 PRINTING SERVICE 1461316 5 857460 857460 TRAINING MATERIALS 900099 21947122 21947122 CLASSES & SEMINARS 900099 14480132 14480132 SPONSORSHIPS 541800 189300 189300 36616554 99288 99288 266067 266067 2171136 1878769 292367 292367 292367 ADVERTISING INCOME 900099 284000 284000 MISCELLANEOUS 900099 85399 85399 369399 38501135 36701953 284000 657722 X 104579 104579 8148 8148 908397 681298 227099 4385906 2568741 1817165 1640075 957126 682949 1195916 717064 478852 356181 217565 138616 594150 594150 79609 79609 57516 57516 515352 31318 484034 233061 233061 825715 825715 320683 320683 55558 55558 62141 62141 3416785 613390 2803395 160919 160919 MATERIALS AND PRODUCTS 9152673 9152673 CLASSES, COURSES AND SE 2876625 2876625 NATIONAL TRAINING INSTI 2336437 2336437 LMS HOSTING 1185951 1185951 2705146 2223541 481605 33177523 25094321 8083202 0 5860915 5962325 39670 10853 300523 135797 3076327 3255171 216334 180665 3161363 4379990 6805662 7286919 15705809 8042243 6085769 7663566 2602134 3040978 1679286 5202057 213177 321375 30041160 37439696 2429782 4516348 1085762 904677 31027 154247 3546571 5575272 X 26479589 31849424 15000 15000 26494589 31864424 30041160 37439696 5323612 46223 0 X X 0 1 X 1 1 1 X 484374 822475 810285 829664 857460 3804258 23249190 25982741 27443134 31456567 36616554 144748186 23733564 26805216 28253419 32286231 37474014 148552444 0 0 0 148552444 377444 441463 315482 333615 365355 1833359 377444 441463 315482 333615 365355 1833359 4913 248000 252913 92812 66827 36414 74321 85399 355773 24203820 27313506 28605315 32699080 38172768 150994489 0.98380 0.98230 0.01210 0.01420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 573018 12330 560688 3804588 1372981 2431607 1761058 1190770 570288 9567145 5466162 4100983 7663566 CAPITAL LEASE OBLIGATION 154247 154247 X 38547358 46223 46223 38501135 0 38501135 33177523 0 33177523 0 33177523 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, 2019, 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, 2019, THE STATUE OF LIMITATIONS FOR TAX YEARS 2016 THROUGH 2018 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ALLIANCE FILES RETURNS. 1 SAN DIEGO ELEC JATC 4675 D VIEWRIDGE AVE SAN DIEGO CA 92123 043786913 501(C)(3) 10376 FEDERAL GRANT - TRAINING TAMPA AREA ELEC JATC 5625 HARNEY RD TAMPA FL 33610 591271446 501(C)(3) 27180 FEDERAL GRANT - TRAINING ELEC JATC FOR SOUTHERN NEVADA 620 LEIGON WAY LAS VEGAS NV 89110 880089356 501(C)(3) 18111 FEDERAL GRANT - TRAINING IBEW-NECA ELECT TRAIN CENTER 428 OLD NISKAYUNA RD LATHAM NY 12110 141609873 501(C)(3) 8439 FEDERAL GRANT - TRAINING EL PASO ELECTRICAL JATC 6040 LUCKETT CT EL PASO TX 79932 741587284 501(C)(3) 8605 FEDERAL GRANT - TRAINING RICHMOND ELEC JATC 11255 AIR PARK RD ASHLAND VA 23005 540566042 501(C)(3) 7054 FEDERAL GRANT - TRAINING NECA-IBEW ELEC TRAINING CTR 16021 NE AIRPORT WAY PORTLAND OR 97230 930519925 501(C)(3) 10916 FEDERAL GRANT- TRAINING 7 SCHOLARSHIP 14 8148 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 237044 0 7111 0 1142 0 88364 0 0 0 333661 0 0 0 JAMES BOYD ASST. EXECUTIVE DIRECTOR 189635 0 5689 0 8850 0 71230 0 0 0 275404 0 0 0 MARK CERULLA DIRECTOR OF OPS/COMPTROLLE 175102 0 5253 0 0 0 65978 0 29180 0 275513 0 0 0 STEVE ANDERSON DIRECTOR 175102 0 5253 0 0 0 65978 0 21349 0 267682 0 0 0 WILLIAM BALL DIRECTOR 175102 0 5253 0 0 0 65978 0 29180 0 275513 0 0 0 PALMER HICKMAN DIRECTOR 175102 0 5253 0 0 0 68592 0 21349 0 270296 0 0 0 JASON IANNELLI DIRECTOR 180605 0 5418 0 0 0 65978 0 29180 0 281181 0 0 0 GREGORY GREINER DIRECTOR 182374 0 5471 0 0 0 6796 0 29180 0 223821 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 GRANTS: PROGRAM SERVICE EXPENSES 682,138. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 682,138. SHIPPING- FREIGHT OUT: PROGRAM SERVICE EXPENSES 665,837. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 665,837. SCORING AND CERTIFICATION: PROGRAM SERVICE EXPENSES 469,869. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 469,869. WAREHOUSE FULFILLMENT: PROGRAM SERVICE EXPENSES 351,307. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 351,307. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 314,622. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 314,622. CONTINUING EDUCATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 65,566. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,566. OTHER TAX & LICENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 47,899. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,899. VEHICLE EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 32,077. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,077. RECOGNITION AND AWARDS: PROGRAM SERVICE EXPENSES 31,953. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 31,953. INVENTORY VALUATION ADJUSTMENT: PROGRAM SERVICE EXPENSES 22,437. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,437. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 21,441. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,441. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES OVERSEES THE SELECTION OF THE INDEPENDENT AUDITORS.