Civic Intelligence

Ventura County Electrical Workers Joint

EIN 23-7105639 • 501(c)3 • Oxnard, CA

Profile

to provide apprentice and journeymen training for members of local union 952

241 N Lombard StOxnard, CA 93030

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.34x

Higher debt load relative to assets than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

89th percentile

1.10x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

70th percentile

17%

Higher net margin than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

94th percentile

$231,874

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 23.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$3,299,113

Up $133,497 (+4.2%) from 2024

Liabilities

Down

$1,109,714

Down $49,882 (-4.3%) from 2024

Net Assets

Up

$2,189,399

Up $183,379 (+9.1%) from 2024

Operations
Liabilities / Revenue89th percentileNet Margin70th percentile

Revenue

Up

$1,006,560

Up $35,580 (+3.7%) from 2024

Expenses

Up

$834,080

Up $72,373 (+9.5%) from 2024

Net Income

Down

$172,480

Down $36,793 (-18%) from 2024

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $229,240Liabilities 2010: $26,320Net Assets 2010: $202,9202010Assets 2011: $232,431Liabilities 2011: $6,934Net Assets 2011: $225,4972011Assets 2012: $386,322Liabilities 2012: $5,920Net Assets 2012: $380,4022012Assets 2013: $421,466Liabilities 2013: $4,381Net Assets 2013: $417,0852013Assets 2014: $432,095Liabilities 2014: $4,046Net Assets 2014: $428,0492014Assets 2015: $530,744Liabilities 2015: $3,894Net Assets 2015: $526,8502015Assets 2016: $667,052Liabilities 2016: $4,434Net Assets 2016: $662,6182016Assets 2017: $786,639Liabilities 2017: $6,538Net Assets 2017: $780,1012017Assets 2018: $890,440Liabilities 2018: $7,607Net Assets 2018: $882,8332018Assets 2019: $998,856Liabilities 2019: $7,373Net Assets 2019: $991,4832019Assets 2020: $1,184,468Liabilities 2020: $6,400Net Assets 2020: $1,178,0682020Assets 2021: $2,663,743Liabilities 2021: $1,308,744Net Assets 2021: $1,354,9992021Assets 2022: $2,786,404Liabilities 2022: $1,263,631Net Assets 2022: $1,522,7732022Assets 2023: $2,996,265Liabilities 2023: $1,211,911Net Assets 2023: $1,784,3542023Assets 2024: $3,165,616Liabilities 2024: $1,159,596Net Assets 2024: $2,006,0202024Assets 2025: $3,299,113Liabilities 2025: $1,109,714Net Assets 2025: $2,189,3992025

Highlighted filing

2025

Assets$3,299,113
Liabilities$1,109,714
Net Assets$2,189,399
Open 2025 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2010: $411,884Expenses 2010: $441,484Net Income 2010: -$29,6002010Expenses 2011: $407,6732011Expenses 2012: $416,3512012Expenses 2013: $419,5942013Revenue 2014: $412,017Expenses 2014: $401,053Net Income 2014: $10,9642014Revenue 2015: $601,294Expenses 2015: $502,493Net Income 2015: $98,8012015Revenue 2016: $622,485Expenses 2016: $486,717Net Income 2016: $135,7682016Revenue 2017: $657,090Expenses 2017: $539,607Net Income 2017: $117,4832017Revenue 2018: $638,938Expenses 2018: $536,206Net Income 2018: $102,7322018Revenue 2019: $686,161Expenses 2019: $577,511Net Income 2019: $108,6502019Revenue 2020: $797,081Expenses 2020: $610,496Net Income 2020: $186,5852020Revenue 2021: $856,556Expenses 2021: $728,040Net Income 2021: $128,5162021Revenue 2022: $855,731Expenses 2022: $661,036Net Income 2022: $194,6952022Revenue 2023: $969,090Expenses 2023: $709,275Net Income 2023: $259,8152023Revenue 2024: $970,980Expenses 2024: $761,707Net Income 2024: $209,2732024Revenue 2025: $1,006,560Expenses 2025: $834,080Net Income 2025: $172,4802025

Highlighted filing

2025

Revenue$1,006,560
Expenses$834,080
Net Income$172,480
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,299,113
Liabilities
$1,109,714
Net assets
$2,189,399
Revenue
$1,006,560
Expenses
$834,080
Net income
$172,480
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.30$1.11$2.19$1.01$0.83$0.17
2024Detailed filing. Detailed filing data is available for this year.$3.17$1.16$2.01$0.97$0.76$0.21
2023Detailed filing. Detailed filing data is available for this year.$3.00$1.21$1.78$0.97$0.71$0.26
2022Detailed filing. Detailed filing data is available for this year.$2.79$1.26$1.52$0.86$0.66$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.66$1.31$1.35$0.86$0.73$0.13
2020Detailed filing. Detailed filing data is available for this year.$1.18$0.01$1.18$0.80$0.61$0.19
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.01$0.99$0.69$0.58$0.11
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.01$0.88$0.64$0.54$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.79$0.01$0.78$0.66$0.54$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.66$0.62$0.49$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.60$0.50$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.41$0.40$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.42$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.39$0.01$0.38$0.42
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.01$0.23$0.41
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.03$0.20$0.41$0.44$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 18, 2025
Return Version
2024v5.2
Gross Receipts
$1,006,560
Mission and Program Overview

Mission

To provide apprentice and journeymen training for members of local union 952.

to provide apprentice and journeyman training for members of local union 952

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,540,203$2,486,520▼ $53,683
Rtn Earn Endowment Incm Other Fnds$2,006,020$2,189,399▲ $183,379
Investments in Publicly Traded Securities$284,568$403,189▲ $118,621
Cash and Non-Interest-Bearing Accounts$192,928$206,520▲ $13,592
Savings and Temporary Cash Investments$67,710$100,898▲ $33,188
Accounts Receivable$41,369$63,136▲ $21,767
Prepaid Expenses and Deferred Charges$15,757$17,949▲ $2,192
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$3,165,616$3,299,113▲ $133,497
Other Assets Total$23,081$20,901▼ $2,180
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,141,781$1,093,785▼ $47,996
Accounts Payable and Accrued Expenses$13,950$14,244▲ $294
Other Liabilities$3,865$1,685▼ $2,180
Total Liabilities$1,159,596$1,109,714▼ $49,882
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,006,020$2,189,399▲ $183,379
Total Liabilities and Net Assets / Fund Balance$3,165,616$3,299,113▲ $133,497

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,103,455$142,800$1,246,255
Leasehold Improvements$749,304$56,499$805,803
Land$491,897-$491,897
Equipment$128,911$122,183$251,094
Other Land Buildings$12,953$14,856$27,809
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven earhartDirectorFT$153,701$78,173$231,874

Board Members and Trustees

NameTitle
jeffrey bodeChairman
Aaron MillerTrustee
Tom LopezTrustee
alan fletcherTrustee
daniel smithTrustee
eric cartierTrustee
erik estradaTrustee
fabian caballeroTrustee
joseph herbruckTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,343
Program Service Revenue
$963,984
Investment Income
$26,360
Other Revenue
$14,873
All Other Contributions
$1,343
Change in Net Assets
$172,480

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,003,371
Revenue Not Reported on Financial Statements
$3,189
Revenue Not Reported on Form 990
$10,899
Total Revenue per Audited Statements
$1,014,270
Total Revenue per Form 990
$1,006,560
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$435,507
Salaries, Compensation, and Employee Benefits$398,573
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$231,874-$231,874
Other Salaries and Wages$139,131--$139,131
Depreciation Depletion$95,607--$95,607
Occupancy$71,617--$71,617
Interest$46,944--$46,944
Payroll Taxes$23,501--$23,501
Conferences and Meetings$22,420--$22,420
Insurance$21,253--$21,253
Other Expenses$15,391--$15,391
Office Expenses$14,846--$14,846
Fees for Services Accounting-$10,279-$10,279
Information Technology$9,476--$9,476
Travel$9,334--$9,334
All Other Expenses$9,283--$9,283
Pension Plan Contributions$4,067--$4,067
Fees for Service Investment Mgmnt Fees-$3,189-$3,189
Advertising-$899-$899
Fees for Services Legal-$602-$602
Total Functional Expenses$587,237$246,843$0$834,080

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$834,080
Expenses per Audited Statements$830,891
Total Expenses per Audited Statements$830,891
Expenses Not Reported on Financial Statements$3,189
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$1,685
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“there are no committees with the authority to act on behalf of the board of trustees”

Form 990, Part VI, Section B, Line 11B

“the director and board of trustees review the form 990 prior to filing the return.”

Form 990, Part VI, Section B, Line 12C

“at the end of the year, program administrator collect an annual statement from interested parties and review with the trustees”

Form 990, Part VI, Section B, Line 15A

“review of director's salary by board of trustees and documented to board minutes.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Ventura County Electrical Workers Joint
EIN
23-7105639
Phone
8056041155
Address
241 N LOMBARD ST, OXNARD, CA 93030

Signing Officer

Name
Steven earhart
Title
Director
Signed
2025-12-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steven earhart
Formed
1994
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
10

Preparer

Firm
Baldwin Moffitt Behm LLP
Address
3200 N Hayden Rd Ste 323, Scottsdale, AZ 85251
Preparer
Robert H Baldwin
Phone
4807369200
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“the organization does not have a separate audit committee. the board of trustees has responsibility for oversight of the audit and the selection of the independent auditors.”

Financial Statement Notes

Part X : FIN48 Footnote

“Accounting principles generally accepted in the United States of America require Fund management to evaluate tax positions taken by the Fund and recognize a tax liability if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Fund's administrator beleives it is no longer subject to income tax examinations for years prior to 2020 (year-ended June 30, 2021).”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm6Aaron Miller
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IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
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IRS990/MissionDesc0to provide apprentice and journeyman training for members of local union 952
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/OtherExpensesGrp/Desc1Employment Training panel
IRS990/OtherExpensesGrp/Desc2Equipment Expense
IRS990/OtherExpensesGrp/Desc3blended learning
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IRS990/OtherExpensesGrp/ProgramServicesAmt122790
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017949
IRS990/PrincipalOfficerNm0Steven earhart
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IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0Employer contributions
IRS990/ProgramServiceRevenueGrp/Desc1employer training
IRS990/ProgramServiceRevenueGrp/Desc2NAVFAC Tuition
IRS990/ProgramServiceRevenueGrp/Desc3school reimbursement
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0618890
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1187416
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3151510
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt26168
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IRS990/PYContributionsGrantsAmt013082
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IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02006020
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IRS990ScheduleA/SchoolInd0X
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0491897
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0749304
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt056499
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0805803
IRS990ScheduleD/NetUnrealizedGainsInvstAmt010899
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt014856
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt027809
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01685
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY
IRS990ScheduleD/RevenueNotReportedAmt010899
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03189
IRS990ScheduleD/RevenueSubtotalAmt01003371
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require Fund management to evaluate tax positions taken by the Fund and recognize a tax liability if the Fund has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The Fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The Fund's administrator beleives it is no longer subject to income tax examinations for years prior to 2020 (year-ended June 30, 2021).
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
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IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
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IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0the trust publicizes it's racially nondiscriminatory policy in the organization's brochures; in materials sent to schools; at job fairs; and in advertisements broadcast on radio.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
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IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false

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