2018-11-15T12:24:09-06:00 2017-12-31 470900880 CALIBRE CPA GROUP PLLC 7501 WISCONSIN AVENUE SUITE 1200 WEST BETHESDA MD 20814 990 2017-01-01 530212938 ELECTRICAL TRAINING ALLIANCE ELEC 3017152300 5001 HOWERTON WAY SUITE N NO N BOWIE MD 20715 TODD STAFFORD EXECUTIVE DIRECTOR 3017152300 2018-11-15 1 SCOTT E HALLBERG CPA P01081188 2023319880 38.100.43.98 2018-11-15 13:23:30 ES P 31A954A32AED5168E1D2D9711EACA06BFDB1B55C 2D5B0BD3402E39B7C704900C7FC251DEED649B44 2017 2019-02-21 02:37:17Z TODD STAFFORD 5001 HOWERTON WAY SUITE N NO N BOWIE MD 20715 29602169 0 X WWW.ELECTRICALTRAININGALLIANCE.ORG X 1941 MD EDUCATION OF ELECTRICIANS 4 4 45 0 407860 178024 822475 810285 25982741 27796819 97598 177356 418730 322747 27321544 29107207 237514 221856 0 0 6344353 7052313 0 0 0 19038317 20267077 25620184 27541246 1701360 1565961 28639982 27891231 6115028 4792052 22524954 23099179 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 21743421 221856 27479548 DEVELOPED AND PRESENTED ELECTRICAL APPRENTICESHIP COURSE STUDY MATERIALS, WORKSHOPS, PUBLICATIONS, AND CONTINUING EDUCATION. 21743421 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 99 0 1 45 1 1 1 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 R STEPHENSON 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 223923 0 223923 JASON IANNELLI DIRECTOR 40.00 X 155271 0 155271 JAMES BOYD ASST. EXECUTIVE DIRECTOR 40.00 X 199986 0 199986 MARTY RIESBERG DIRECTOR 40.00 X 166028 0 166028 WILLIAM BALL DIRECTOR 40.00 X 167448 0 167448 PALMER HICKMAN DIRECTOR 40.00 X 165604 0 165604 1078260 0 1078260 15 0 1 0 MOSAIC LEARNING 10005 OLD COLUMBIA RD SUITE 250 COLUMBIA MD 21046 COURSE DEVELOPMENT 4189431 NFPA 1 BATTERYMARCH PARK QUINCY MA 02269 PRINTING SERVICE 2711788 AMERICAN TECHNICAL PUBLISHERS 10100 ORLAND PWY SUITE 200 ORLAND PARK IL 60467 PRINTING SERVICE 2098474 UNIVERSITY OF MICHIGAN 1000 MCINTYRE ANN ARBOR MI 48105 CONFERENCE PROVIDER 1635476 MOSAIC 4801 VIEWPOINT PLACE CHEVERLY MD 20781 PRINTING SERVICE 1572372 9 810285 810285 TRAINING MATERIALS 900099 18559892 18559892 CLASSES & SEMINARS 900099 8883242 8883242 SPONSORSHIPS 541800 353685 353685 27796819 83324 83324 232158 232158 588994 494962 94032 94032 94032 ADVERTISING INCOME 900099 54175 54175 MISCELLANEOUS 900099 36414 36414 90589 29107207 27479548 407860 409514 X 206135 206135 15721 15721 250879 188159 62720 4134622 2555698 1578924 1330014 790121 539893 1018445 638616 379829 318353 196573 121780 592674 592674 101000 101000 698 698 364855 20073 344782 380173 380173 362526 362526 43903 43903 176426 176426 2099051 962864 1136187 140599 140599 UBIT 40000 40000 MATERIALS AND PRODUCTS 8102374 8102374 CLASSES, COURSES AND SE 2921610 2921610 NATIONAL TRAINING INSTI 2113566 2113566 2827622 2399237 428385 27541246 21743421 5797825 0 8464532 6618436 38580 42041 27699 15000 1690661 1760445 254642 537193 4543410 3628444 1519584 4658307 9113555 3686541 6613712 5427014 2486097 2767669 2983765 2419382 17300 17300 28639982 27891231 2325386 1792911 3670603 2921127 119039 78014 6115028 4792052 X 22510139 23084179 14815 15000 22524954 23099179 28639982 27891231 X 1565961 148264 -1140000 X X 0 1 X 1 1 1 X 371750 380932 484374 822475 810285 2869816 21463092 22233418 23249190 25982741 27443134 120371575 21834842 22614350 23733564 26805216 28253419 123241391 0 0 0 123241391 540155 466375 377444 441463 315482 2140919 540155 466375 377444 441463 315482 2140919 4457 4648 9105 277674 199965 92812 66827 36414 673692 22657128 23285338 24203820 27313506 28605315 126065107 0.97760 0.97360 0.01700 0.02070 X 2290000 197378 2487378 2302618 589377 1713241 1138176 903562 234614 3185383 2193602 991781 5427014 CAPITAL LEASE OBLIGATION 78014 78014 X 29255471 148264 148264 29107207 0 29107207 27541246 0 27541246 0 27541246 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, 2017, 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, 2017, THE STATUE OF LIMITATIONS FOR TAX YEARS 2014 THROUGH 2016 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ALLIANCE FILES RETURNS. 1 PHOENIX ELEC JATC 1520 EAST INDIANOLA AVE PHOENIX AZ 85014 262578221 501(C)(3) 9992 FEDERAL GRANT - TRAINING RIVERSIDESAN BERNARDINO ELEC 1855 BUSINESS CENTER DRIVE SAN BERNARDINO CA 92408 590582582 501(C)(3) 19171 FEDERAL GRANT - TRAINING JACKSONVILLE ACADEMY OF 4951 RICHARD STREET JACKSONVILLE FL 32207 590582582 501(C)(3) 13977 FEDERAL GRANT - TRAINING TAMPA AREA ELEC JATC 5625 HARNEY RD TAMPA FL 33610 591271446 501(C)(3) 14767 FEDERAL GRANT - TRAINING CHARLOTTE ELEC JATC 1900 CROSS BEAM ROAD SUITE A CHARLOTTE NC 28217 582431633 501(C)(3) 23603 FEDERAL GRANT - TRAINING NECA-IBEW ELEC TRAINING CTR 16021 NE AIRPORT WAY PORTLAND OR 97230 930519925 501(C)(3) 26622 FEDERAL GRANT - TRAINING SAN MATEO COUNTY ELEC JATC 625 INDUSTRIAL RD SAN CARLOS CA 94070 237225581 501(C)(3) 29983 FEDERAL GRANT - TRAINING DENVER ELECTRICAL JATC 5610 LOGAN ST DENVER CO 80216 840477503 501(C)(3) 9285 FEDERAL GRANT - TRAINING NO NEVADA ELEC JATC 4635 LONGLEY LANE SUITE 108 RENO NV 89502 880089356 501(C)(3) 15668 FEDERAL GRANT - TRAINING IBEW-NECA ELECT TRAIN CENTER 428 OLD NISKAYUNA RD LATHAM NY 12110 141609873 501(C)(3) 7974 FEDERAL GRANT - TRAINING TOLEDO ELEC JATC 803 LIME CITY RD ROSSFORD OH 43460 341201670 501(C)(3) 19233 FEDERAL GRANT - TRAINING EL PASO ELEC JATC 6040 LUCKETT COURT EL PASO TX 79932 741587284 501(C)(3) 15860 FEDERAL GRANT - TRAINING 14 SCHOLARSHIP 12 15721 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 221434 0 0 0 2489 0 0 0 26956 0 250879 0 0 0 JASON IANNELLI DIRECTOR 155271 0 0 0 0 0 0 0 26956 0 182227 0 0 0 JAMES BOYD ASST. EXECUTIVE DIRECTOR 191039 0 0 0 8947 0 0 0 19744 0 219730 0 0 0 MARTY RIESBERG DIRECTOR 166028 0 0 0 0 0 0 0 26956 0 192984 0 0 0 WILLIAM BALL DIRECTOR 167448 0 0 0 0 0 0 0 26956 0 194404 0 0 0 PALMER HICKMAN DIRECTOR 165604 0 0 0 0 0 0 0 10972 0 176576 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 SHIPPING- FREIGHT OUT: PROGRAM SERVICE EXPENSES 634,574. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 634,574. PROGRAM EXPENSES: PROGRAM SERVICE EXPENSES 598,552. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 598,552. LMS HOSTING: PROGRAM SERVICE EXPENSES 454,594. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 454,594. WAREHOUSE FULFILLMENT: PROGRAM SERVICE EXPENSES 361,660. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 361,660. SCORING AND CERTIFICATION: PROGRAM SERVICE EXPENSES 329,854. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 329,854. DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 208,813. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 208,813. OTHER TAX & LICENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 115,897. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 115,897. CONTINUING EDUCATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 60,378. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,378. VEHICLE EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 27,479. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 27,479. RECOGNITION AND AWARDS: PROGRAM SERVICE EXPENSES 20,003. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,003. MISCELLANEOUS: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 16,205. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 16,205. LOSS ON SALE OF PROPERTY AND EQUIPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES -387. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -387. FORM 990, PART XI, LINE 9: IMPAIRMENT LOSS -1,140,000. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES OVERSEES THE SELECTION OF THE INDEPENDENT AUDITORS.