Civic Intelligence

Ventura County Electrical Workers Joint Apprenticeship Trust Fund

990 • Fiscal year 2017 • EIN 23-7105639

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 24, 2018

Organization ProfileN/A
201 Bernoulli Circle No AOxnard, CA 93030

(805) 604-1155

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

37th percentile

0.01x

Higher debt load relative to assets than 37% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

75th percentile

18%

Higher net margin than 75% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

95th percentile

$170,464

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 25.9% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

76th percentile

18%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

52nd percentile

5.6%

Faster revenue growth than 52% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$786,639

Up $119,587 (+18%) from 2016

Net Assets

Up

$780,101

Up $117,483 (+18%) from 2016

Liabilities

Up

$6,538

Up $2,104 (+47%) from 2016

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin75th percentile

Revenue

Up

$657,090

Up $34,605 (+5.6%) from 2016

Expenses

Up

$539,607

Up $52,890 (+11%) from 2016

Net Income

Down

$117,483

Down $18,285 (-13%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$786,639
Liabilities$6,538
Net Assets$780,101
Open 2017 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$657,090
Expenses$539,607
Net Income$117,483
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 24, 2018
Return Version
2016v3.0
Gross Receipts
$657,090
Mission and Program Overview

Mission

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

To provide educational and training services to union electrical apprentices

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$662,618$780,101▲ $117,483
Savings and Temporary Cash Investments$508,070$613,688▲ $105,618
Land, Buildings, and Equipment, Net$62,552$66,983▲ $4,431
Accounts Receivable$41,396$43,113▲ $1,717
Cash and Non-Interest-Bearing Accounts$31,102$39,021▲ $7,919
Prepaid Expenses and Deferred Charges$11,752$15,027▲ $3,275
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$667,052$786,639▲ $119,587
Other Assets Total$12,180$8,807▼ $3,373
Liabilities
Accounts Payable and Accrued Expenses$4,434$6,538▲ $2,104
Total Liabilities$4,434$6,538▲ $2,104
Net Assets / Fund Balance
Total Net Assets Fund Balance$662,618$780,101▲ $117,483
Total Liabilities and Net Assets / Fund Balance$667,052$786,639▲ $119,587

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$24,113$126,193$150,306
Other Land Buildings$42,870$76,807$119,677
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven R EarhartDirectorFT$125,993$44,471$170,464

Board Members and Trustees

NameTitle
David NottChairman
Jeff BodeTrustee
Jim EddyTrustee
Mark DilleyTrustee
Robert DienerTrustee
Shane WernerTrustee
Tony SkinnerTrustee
Jerry MartinSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$433,520
Investment Income
$1,078
Other Revenue
$222,492
Change in Net Assets
$117,483

Audited Revenue Reconciliation

Revenue per Audited Statements
$657,090
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$657,090
Total Revenue per Form 990
$657,090
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$284,189
Other Expenses$255,418
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$19,407$107,602-$127,009
Comp Disqual Persons$81,318$9,359-$90,677
Occupancy$60,945$10,755-$71,700
All Other Expenses$14,088$21,946-$36,034
Pension Plan Contributions$21,810$12,123-$33,933
Insurance$12,729$7,481-$20,210
Payroll Taxes$8,515$9,473-$17,988
Other Employee Benefits$8,921$5,661-$14,582
Depreciation Depletion$3,536$8,561-$12,097
Conferences and Meetings$10,973--$10,973
Other Expenses$6,325$1,116-$7,441
Fees for Services Accounting-$7,135-$7,135
Travel$5,012--$5,012
Fees for Services Other-$2,348-$2,348
Advertising$1,797--$1,797
Office Expenses-$1,232-$1,232
Fees for Services Legal-$405-$405
Total Functional Expenses$334,410$205,197$0$539,607

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$539,607
Total Expenses per Audited Statements$539,607
Total Expenses per Form 990$539,607
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 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 end of year, program administrator collects an annual statement from interested parties and reviews with the trustees.”

Form 990, Part VI, Section B, Line 15

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

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, policies and financial statements are available for inspection upon request at the apprenticeship office.”

Form 990, Part VII, Section A, Column E

“The organization, which is an erisa employee benefit fund, is governed by an uncompensated board of trustees. The union trustees listed on part vii, section a have previously disclosed their compensation on their respective local's lm-2 filings with the department of labor.”

Filing and Contact Details

Filer

Filer Name
Ventura County Electrical Workers Joint
EIN
23-7105639
Phone
8056041155
Address
201 BERNOULLI CIRCLE NO A, OXNARD, CA 93030

Signing Officer

Name
Steve Earhart
Title
Director
Phone
8056041155
Signed
2018-01-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Earhart
Formed
1994
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Bernard Kotkin and Company Llp
Address
533 SOUTH FREMONT AVENUE SUITE 802, LOS ANGELES, CA 90071
Phone
2138929090
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 independent auditors.”

Financial Statement Notes

PART X, LINE 2:

“The trust is exempt from income tax under section 501(c)(3)of the internal revenue code, and accordingly the trust's net investment income is exempt from income taxes. The trust has obtained a favorable tax determination from the internal revenue service and the trust sponsor believes that the trust, as amended, continues to qualify and to operate in accordance with applicable provisions of the irc.”

Raw XML AppendixShowing 400 of 509 raw XML fields

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/OtherRevenueMiscGrp/Desc0EMPLOYMENT TRAINING PA
IRS990/OtherRevenueMiscGrp/Desc1REIMB. FROM SCHOOLS
IRS990/OtherRevenueMiscGrp/Desc2INSTRUCTOR'S TRAINING
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0136843
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt181736
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt22580
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0136843
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt181736
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt22580
IRS990/OtherRevenueTotalAmt0222492
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09473
IRS990/PayrollTaxesGrp/ProgramServicesAmt08515
IRS990/PayrollTaxesGrp/TotalAmt017988
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt012123
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt021810
IRS990/PensionPlanContributionsGrp/TotalAmt033933
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011752
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt015027
IRS990/PrincipalOfficerNm0STEVE EARHART
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0433520
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0433520
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0774
IRS990/PYOtherExpensesAmt0220704
IRS990/PYOtherRevenueAmt0196737
IRS990/PYProgramServiceRevenueAmt0424974
IRS990/PYRevenuesLessExpensesAmt0135768
IRS990/PYSalariesCompEmpBnftPaidAmt0266013
IRS990/PYTotalExpensesAmt0486717
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0622485
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0117483
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0662618
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0780101
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0508070
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0613688
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt024113
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0126193
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0150306
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0539607
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt042870
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt076807
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0119677
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0657090
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3)OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION FROM THE INTERNAL REVENUE SERVICE AND THE TRUST SPONSOR BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt066983
IRS990ScheduleD/TotalExpensesPerForm990Amt0539607
IRS990ScheduleD/TotalRevenuePerForm990Amt0657090
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0657090
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0539607
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
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, PART I, LINE 3
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0125993
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt030532
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt013939
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STEVEN R EARHART
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0170464
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DIRECTOR AND BOARD OF TRUSTEES REVIEW THE FORM 990 PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT END OF YEAR, PROGRAM ADMINISTRATOR COLLECTS AN ANNUAL STATEMENT FROM INTERESTED PARTIES AND REVIEWS WITH THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEW OF DIRECTOR'S SALARY BY BOARD OF TRUSTEES AND DOCUMENTED TO BOARD MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION UPON REQUEST AT THE APPRENTICESHIP OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION, WHICH IS AN ERISA EMPLOYEE BENEFIT FUND, IS GOVERNED BY AN UNCOMPENSATED BOARD OF TRUSTEES. THE UNION TRUSTEES LISTED ON PART VII, SECTION A HAVE PREVIOUSLY DISCLOSED THEIR COMPENSATION ON THEIR RESPECTIVE LOCAL'S LM-2 FILINGS WITH THE DEPARTMENT OF LABOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION DOES NOT HAVE A SEPARATE AUDIT COMMITTEE. THE BOARD OF TRUSTEES HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND THE SELECTION OF INDEPENDENT AUDITORS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION A, COLUMN E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NONE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IBEW LOCAL 952 - VENTURA DIVISION OF LA CHAPTER NECA PENSION TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1IBEW LOCAL 952 - LABOR MANAGEMENT COOPERATION COMMITTEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2IBEW LOCAL 952 - INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 952
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956397996
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1770235176
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2951452487
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE RETIREMENT BENEFITS TO PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROMOTE UNION ELECTRICIANS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PROVIDE UNION MEMBERS WITH EMPLOYMENT OPPORTUNTY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03994 EAST MAIN STREET

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$786,639
Liabilities
$6,538
Net assets
$780,101
Revenue
$657,090
Expenses
$539,607
Net income
$117,483
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