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Nonprofit · EIN 23-7225581

SAN MATEO COUNTY ELECTRICAL APPRENTICESHIP & TRAINING TRUST

Tax-exempt · SAN JOSE, CA 95119

Financials

$4.5M$3.2M2020$5M$3.8M2022$6.9M$3.7M2023$5M$3.9M2024
Revenue Expenses · by fiscal year end
Financials of SAN MATEO COUNTY ELECTRICAL APPRENTICESHIP & TRAINING TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990$4,972,380$3,932,960$1,039,420$21,697,251$603,485$21,093,766
October 31, 2024990$6,913,084$3,705,877$3,207,207$19,957,319$67,132$19,890,187
October 31, 2023990$4,991,512$3,779,065$1,212,447$16,633,620$195,184$16,438,436
October 31, 2021990$4,504,879$3,166,369$1,338,510$15,665,138$520,084$15,145,054
Financial details: 990 for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$668,494
of which government grants
$668,494
Program service revenue
$3,874,054
Investment income
$429,832
Net gain from sales of assets
$23,377
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$429,672
Other salaries and wages
$1,186,901
Salaries, compensation and benefits (total)
$2,182,962
Professional fundraising fees
$0
Legal fees
$11,424
Accounting fees
$13,250
Occupancy
$286,906
Depreciation
$240,236
Program services (functional)
$3,133,063
Management and general (functional)
$799,897

Balance sheet and other

Total assets, start of year
$20,725,329
Total assets, end of year
$21,697,251
Total liabilities, end of year
$603,485
Net assets, end of year
$21,093,766
Land, buildings and equipment
$5,748,287
Publicly traded securities
$5,725,519
Net assets without donor restrictions
$21,093,766
Gross receipts
$6,290,937
Employees
48
Volunteers
0
Year formed
1971
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
GLENN ARVINTRAINING DIRECTOR
Key employee
48$255,571
KASITALEA TALAKAI JRASSISTANT TRAINING DIRECTOR
Key employee
48$174,101
BARBARA COXLEAD INSTRUCTOR
Highest-paid employee
48$123,910
JONI PERRYADMINISTRATIVE ASSISTANT
Highest-paid employee
40$106,564
DENNIS AGRESTITRUSTEE
Trustee or director
0$0
DEWELL GOODMANCHAIRMAN
Trustee or director
0$0
BILL KUHRTRUSTEE
Trustee or director
0$0
THOMAS SCHERERTRUSTEE
Trustee or director
0$0
FRANCISCO CASTANOTRUSTEE
Trustee or director
0$0
SCOTT WEINSECRETARY
Trustee or director
0$0
DAVE MAUROTRUSTEE
Trustee or director
0$0
DAN PASINITRUSTEE
Trustee or director
0$0
CATHERINE LYNCHTRUSTEE
Trustee or director
0$0
MAX SCHUMKELTRUSTEE
Trustee or director
0$0
990 for the year ended October 31, 2024: 13 people
NameTitleHours / weekCompensation
GLENN ARVINTRAINING DIRECTOR
Key employee
48$242,940
BARBARA COXLEAD INSTRUCTOR
Highest-paid employee
48$241,729
DEANNA STOKESADMINISTRATIVE ASSISTANT
Highest-paid employee
40$126,351
DENNIS AGRESTITRUSTEE
Trustee or director
0$0
DEWELL GOODMANCHAIRMAN
Trustee or director
0$0
BILL KUHRTRUSTEE
Trustee or director
0$0
THOMAS SCHERERTRUSTEE
Trustee or director
0$0
FRANCISCO CASTANOTRUSTEE
Trustee or director
0$0
SCOTT WEINSECRETARY
Trustee or director
0$0
DAVE MAUROTRUSTEE
Trustee or director
0$0
DAN PASINITRUSTEE
Trustee or director
0$0
CATHERINE LYNCHTRUSTEE
Trustee or director
0$0
MAX SCHUMKELTRUSTEE
Trustee or director
0$0
990 for the year ended October 31, 2023: 13 people
NameTitleHours / weekCompensation
GLENN ARVINTRAINING DIRECTOR
Key employee
48$234,641
BARBARA COXLEAD INSTRUCTOR
Highest-paid employee
48$215,267
DEANNA STOKESADMINISTRATIVE ASSISTANT
Highest-paid employee
40$118,427
DENNIS AGRESTITRUSTEE
Trustee or director
0$0
DEWELL GOODMANCHAIRMAN
Trustee or director
0$0
BILL KUHRTRUSTEE
Trustee or director
0$0
THOMAS SCHERERTRUSTEE
Trustee or director
0$0
FRANCISCO CASTANOTRUSTEE
Trustee or director
0$0
SCOTT WEINSECRETARY
Trustee or director
0$0
DAVE MAUROTRUSTEE
Trustee or director
0$0
DAN PASINITRUSTEE
Trustee or director
0$0
CATHERINE LYNCHTRUSTEE
Trustee or director
0$0
MAX SCHUMKELTRUSTEE
Trustee or director
0$0
990 for the year ended October 31, 2021: 11 people
NameTitleHours / weekCompensation
KATHLEEN BARBERASSISTANT TRAINING DIRECTOR
Highest-paid employee
40$216,776
BARBARA COXLEAD INSTRUCTOR
Highest-paid employee
48$212,824
DEANNA STOKESADMINISTRATIVE ASSISTANT
Highest-paid employee
40$110,931
DENNIS AGRESTITRUSTEE
Trustee or director
0$0
DEWELL GOODMANCHAIRMAN
Trustee or director
0$0
BILL KUHRTRUSTEE
Trustee or director
0$0
THOMAS SCHERERTRUSTEE
Trustee or director
0$0
FRANCISCO CASTANOTRUSTEE
Trustee or director
0$0
JOE FITZGERALDTRUSTEE
Trustee or director
0$0
DAVE MAUROTRUSTEE
Trustee or director
0$0
DAN PASINITRUSTEE
Trustee or director
0$0

Address and contacts

Address (IRS master file)
6800 SANTA TERESA BOULEVARD STE 10, SAN JOSE, CA 95119-1238
Principal officer (990 for 2024)
KASITALEA TALAKAI JR, 6800 SANTA TERESA BOULEVARD SUITE, 100, SAN JOSE, CA 95119
Signed the 990
KASITALEA TALAKAI JR, TRAINING DIRECTOR
Phone
(408) 288-4400
Return prepared by
INEICH & COMPANY LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 23-7225581 or by the name SAN MATEO COUNTY ELECTRICAL APPRENTICESHIP & TRAINING TRUST.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

TO PROVIDE JOURNEYMEN AND APPRENTICE TRAINING FOR ELECTRICAL WORKERS COVERED BY THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE UNION AND THE ELECTRICAL CONTRACTORS

990 for the year ended October 31, 2025

Program accomplishments

  • TO PROVIDE JOURNEYMEN AND APPRENTICE TRAINING FOR ELECTRICAL WORKERS COVERED BY THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE UNION AND THE ELECTRICAL CONTRACTORS
    Expenses $3,133,063 · revenue $3,874,054

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024October 31, 2025March 16, 2026990 on file
2023October 31, 2024March 17, 2025990 on file
2022October 31, 2023March 15, 2024990 on file

IRS record

EIN
23-7225581
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
School
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2005
Accounting year ends
October
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B30)
Assets (IRS master file)
$21,697,251
Income (IRS master file)
$6,290,937

Filing history

FormYear endedRevenueExpensesAssetsReturn
990October 2025$4,972,380$3,932,960$21,697,251XML
990October 2024$6,913,084$3,705,877$19,957,319XML
990October 2023$4,991,512$3,779,065$16,633,620XML
990October 2022$3,711,703$3,280,599$15,589,102IRS
990October 2021$4,504,879$3,166,369$15,665,138XML
990October 2020–––IRS
990October 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7225581).

Questions about SAN MATEO COUNTY ELECTRICAL APPRENTICESHIP & TRAINING TRUST

What is the EIN of SAN MATEO COUNTY ELECTRICAL APPRENTICESHIP & TRAINING TRUST?
The employer identification number (EIN) of SAN MATEO COUNTY ELECTRICAL APPRENTICESHIP & TRAINING TRUST is 23-7225581.
Is SAN MATEO COUNTY ELECTRICAL APPRENTICESHIP & TRAINING TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to SAN MATEO COUNTY ELECTRICAL APPRENTICESHIP & TRAINING TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SAN MATEO COUNTY ELECTRICAL APPRENTICESHIP & TRAINING TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SAN MATEO COUNTY ELECTRICAL APPRENTICESHIP & TRAINING TRUST due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SAN MATEO COUNTY ELECTRICAL APPRENTICESHIP & TRAINING TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended October 2025.
Who is the principal officer of SAN MATEO COUNTY ELECTRICAL APPRENTICESHIP & TRAINING TRUST?
The 990 for the year ended October 31, 2025 names KASITALEA TALAKAI JR.
Who are the officers and directors of SAN MATEO COUNTY ELECTRICAL APPRENTICESHIP & TRAINING TRUST?
The 990 for the year ended October 31, 2025 lists 14 people; 4 received compensation from the organization, the highest $255,571 (GLENN ARVIN, TRAINING DIRECTOR).
How much revenue does SAN MATEO COUNTY ELECTRICAL APPRENTICESHIP & TRAINING TRUST have?
On its 990 for the year ended October 31, 2025 it reported revenue of $4,972,380, expenses of $3,932,960 and total assets of $21,697,251 at year end.

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