Nonprofit · EIN 77-0123661
SAN LUIS OBISPO COUNTY ELECT JOINT APPENTICESHIP & TRAINING TR FUND
Tax-exempt · SN LUIS OBISP, CA 93401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2025 | 990 | $659,123 | $394,228 | $264,895 | $2,921,564 | $5,812 | $2,915,752 |
| January 31, 2024 | 990 | $610,718 | $405,772 | $204,946 | $2,654,157 | $3,300 | $2,650,857 |
Financial details: 990 for the year ended January 31, 2025
Revenue
- Contributions, gifts and grants
- $178,230
- of which government grants
- $178,230
- Program service revenue
- $347,124
- Investment income
- $125,017
- Other revenue
- $8,752
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $188,153
- Salaries, compensation and benefits (total)
- $252,974
- Professional fundraising fees
- $0
- Legal fees
- $2,000
- Accounting fees
- $12,754
- Occupancy
- $30,000
- Program services (functional)
- $304,823
- Management and general (functional)
- $89,405
Balance sheet and other
- Total assets, start of year
- $2,654,157
- Total assets, end of year
- $2,921,564
- Total liabilities, end of year
- $5,812
- Net assets, end of year
- $2,915,752
- Land, buildings and equipment
- $20,856
- Publicly traded securities
- $2,556,290
- Gross receipts
- $659,123
- Employees
- 7
- Volunteers
- 0
- Year formed
- 1970
- 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 January 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSEPH FITZER | TRAINING DIRECTOR Highest-paid employee | 40 | $122,408 | $49,768 |
| MARK SIMONIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAIME QUINTANA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JACK JOHNSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SHARI BRUNNER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN W TREDER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RAYMOND SCHMIDT | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended January 31, 2024: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOSEPH FITZER | TRAINING DIRECTOR Highest-paid employee | 40 | $117,678 | $50,725 |
| MARK SIMONIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAIME QUINTANA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JACK JOHNSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SHARI BRUNNER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN W TREDER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RAYMOND SCHMIDT | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6363 EDNA RD, SN LUIS OBISP, CA 93401-7930
- In care of
- % MARK SIMONIN
- Principal officer (990 for 2024)
- MARK SIMONIN, 6363 EDNA RD, SAN LUIS OBISPO, CA 93401
- Signed the 990
- MARK SIMONIN, SECRETARY
- Phone
- (805) 543-5693
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0123661 or by the name SAN LUIS OBISPO COUNTY ELECT JOINT APPENTICESHIP & TRAINING TR FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO ESTABLISH AND MAINTAIN THE LOCAL STANDARDS GOVERNING THE SELECTION, QUALIFICATIONS, EDUCATION AND TRAINING OF ALL APPRENTICES, JOURNEYMEN AND OTHER PERSONNEL IN THE ELECTRICAL CONSTRUCTION INDUSTRY.
Program accomplishments
- TO ESTABLISH AND MAINTAIN THE LOCAL STANDARDS GOVERNING THE SELECTION, QUALIFICATIONS, EDUCATION AND TRAINING OF ALL APPRENTICES, JOURNEYMEN AND OTHER PERSONNEL IN THE ELECTRICAL CONSTRUCTION INDUSTRY.Expenses $304,823
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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Not on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990 on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990 on file |
IRS record
- EIN
- 77-0123661
- 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
- 2014
- Accounting year ends
- January
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B30)
- Assets (IRS master file)
- $2,921,564
- Income (IRS master file)
- $659,123
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | January 2025 | $659,123 | $394,228 | $2,921,564 | XML |
| 990 | January 2024 | $610,718 | $405,772 | $2,654,157 | XML |
| 990 | January 2023 | $470,702 | $374,906 | $2,447,342 | IRS |
| 990 | January 2022 | – | – | – | IRS |
| 990 | January 2021 | – | – | – | IRS |
| 990 | January 2019 | – | – | – | 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 77-0123661).
Questions about SAN LUIS OBISPO COUNTY ELECT JOINT APPENTICESHIP & TRAINING TR FUND
- What is the EIN of SAN LUIS OBISPO COUNTY ELECT JOINT APPENTICESHIP & TRAINING TR FUND?
- The employer identification number (EIN) of SAN LUIS OBISPO COUNTY ELECT JOINT APPENTICESHIP & TRAINING TR FUND is 77-0123661.
- Is SAN LUIS OBISPO COUNTY ELECT JOINT APPENTICESHIP & TRAINING TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to SAN LUIS OBISPO COUNTY ELECT JOINT APPENTICESHIP & TRAINING TR FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SAN LUIS OBISPO COUNTY ELECT JOINT APPENTICESHIP & TRAINING TR FUND 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 LUIS OBISPO COUNTY ELECT JOINT APPENTICESHIP & TRAINING TR FUND due?
- The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SAN LUIS OBISPO COUNTY ELECT JOINT APPENTICESHIP & TRAINING TR FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended January 2025.
- Who is the principal officer of SAN LUIS OBISPO COUNTY ELECT JOINT APPENTICESHIP & TRAINING TR FUND?
- The 990 for the year ended January 31, 2025 names MARK SIMONIN.
- Who are the officers and directors of SAN LUIS OBISPO COUNTY ELECT JOINT APPENTICESHIP & TRAINING TR FUND?
- The 990 for the year ended January 31, 2025 lists 7 people; 1 received compensation from the organization, the highest $122,408 (JOSEPH FITZER, TRAINING DIRECTOR).
- How much revenue does SAN LUIS OBISPO COUNTY ELECT JOINT APPENTICESHIP & TRAINING TR FUND have?
- On its 990 for the year ended January 31, 2025 it reported revenue of $659,123, expenses of $394,228 and total assets of $2,921,564 at year end.
Other nonprofits in SN LUIS OBISP
- SAN LUIS OBISPO CLASSICAL ACADEMY EIN 20-3131883 · last filed 990 for 2025
- CUESTA COLLEGE FOUNDATION EIN 23-7225601 · last filed 990 for 2025
- BELLEVUE SANTA FE CHARTER SCHOOL INC EIN 77-0423073 · last filed 990 for 2025
- SAN LUIS COASTAL EDUCATION FOUNDATION EIN 82-4196024 · last filed 990 for 2025
- CHRIST CLASSICAL SCHOOL INC EIN 81-2977572 · last filed 990 for 2025
- FOUNDATION FOR SAN LUIS OBISPO COUNTY PUBLIC LIBRARIES EIN 77-0460885 · last filed 990 for 2026
- CENTRAL COAST VILLAGE CENTER INC EIN 20-1581302 · last filed 990 for 2025
- SLOCA THRIFT STORE LLC EIN 35-2485956 · last filed 990 for 2025