Civic Intelligence

Ventura County Electrical Workers Joint Apprenticeship Trust Fund

990 • Fiscal year 2020 • EIN 23-7105639

Jul 01, 2019 to Jun 30, 2020 • Filed on May 05, 2021

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

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

21st percentile

0.01x

Higher debt load relative to revenue than 21% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

88th percentile

$182,493

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 22.9% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

70th percentile

19%

Faster asset growth than 70% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

16%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$1,184,468

Up $185,612 (+19%) from 2019

Net Assets

Up

$1,178,068

Up $186,585 (+19%) from 2019

Liabilities

Down

$6,400

Down $973 (-13%) from 2019

Revenue

Up

$797,081

Up $110,920 (+16%) from 2019

Expenses

Up

$610,496

Up $32,985 (+5.7%) from 2019

Net Income

Up

$186,585

Up $77,935 (+72%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$1,184,468
Liabilities$6,400
Net Assets$1,178,068

Operations Trend

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

2020

Revenue$797,081
Expenses$610,496
Net Income$186,585
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 5, 2021
Return Version
2019v5.2
Gross Receipts
$799,623
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$991,483$1,178,068▲ $186,585
Investments in Publicly Traded Securities$0$472,458▲ $472,458
Cash and Non-Interest-Bearing Accounts$37,962$141,410▲ $103,448
Savings and Temporary Cash Investments$819,648$76,273▼ $743,375
Land, Buildings, and Equipment, Net$79,638$67,251▼ $12,387
Accounts Receivable$38,455$25,070▼ $13,385
Investments Other Securities$7,554$0▼ $7,554
Prepaid Expenses and Deferred Charges$15,599$6,300▼ $9,299
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$998,856$1,184,468▲ $185,612
Other Assets Total$0$395,706▲ $395,706
Liabilities
Accounts Payable and Accrued Expenses$7,373$6,400▼ $973
Total Liabilities$7,373$6,400▼ $973
Net Assets / Fund Balance
Total Net Assets Fund Balance$991,483$1,178,068▲ $186,585
Total Liabilities and Net Assets / Fund Balance$998,856$1,184,468▲ $185,612

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$19,472$110,430$129,902
Leasehold Improvements$32,612$38,351$70,963
Other Land Buildings$15,167$10,833$26,000
Other Assets Org$395,706--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steven R EarhartDirectorFT$129,135$53,358$182,493

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$784,170
Investment Income
$977
Other Revenue
$11,934
Change in Net Assets
$186,585

Audited Revenue Reconciliation

Revenue per Audited Statements
$797,081
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$797,081
Total Revenue per Form 990
$797,081
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$318,827
Salaries, Compensation, and Employee Benefits$291,669
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-$174,648-$174,648
Other Salaries and Wages$99,712--$99,712
Occupancy-$79,356-$79,356
Insurance-$31,842-$31,842
Other Expenses$26,281$26,304-$26,281
All Other Expenses$4,738$16,244-$20,982
Payroll Taxes-$17,309-$17,309
Depreciation Depletion-$14,200-$14,200
Office Expenses-$12,660-$12,660
Conferences and Meetings$6,713--$6,713
Fees for Services Legal-$5,435-$5,435
Information Technology$847$4,379-$5,226
Fees for Services Accounting-$4,252-$4,252
Fees for Services Other-$2,897-$2,897
Travel$2,855--$2,855
Fees for Service Investment Mgmnt Fees$1,903--$1,903
Advertising$198--$198
Total Functional Expenses$220,970$389,526$0$610,496

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$610,496
Total Expenses per Audited Statements$610,496
Total Expenses per Form 990$610,496
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
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
Yes
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 4

Article ix, section 6 of the trust agreement was amended to permit electronic trust meetings due to covid 19.

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 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 Earheart
Title
Director
Phone
8056041155
Signed
2021-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Earheart
Formed
1994
Legal Domicile
CA
Voting Board Members
8
Independent Board Members
8
Employees
11
Volunteers
8

Preparer

Firm
Eide Bailly Llp
Address
3130 CROW CANYON PL STE 300, SAN RAMON, CA 94583-1386
Preparer
Theresa Montgomery CPA
Phone
9254804000
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, 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 letter from the irs, and the plan sponsor believes that the trust, as amended, continues to qualify and to operate in accordance with applicable provisions of the irc. U.s. Gaap requires trust management to evaluate tax positions taken by the trust and recognize a tax liability (or asset) if the trust has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax period in progress.

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IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt011934
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt011934
IRS990/OtherRevenueTotalAmt011934
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt099712
IRS990/OtherSalariesAndWagesGrp/TotalAmt099712
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017309
IRS990/PayrollTaxesGrp/TotalAmt017309
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015599
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06300
IRS990/PrincipalOfficerNm0STEVE EARHEART
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYMENT TRAINING
IRS990/ProgramServiceRevenueGrp/Desc2SCHOOL REIMBURSEMENT
IRS990/ProgramServiceRevenueGrp/Desc3REIMBURSEMENT INSTRUCT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0392311
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1250467
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2103752
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt337640
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0392311
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1250467
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2103752
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt337640
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05717
IRS990/PYOtherExpensesAmt0272766
IRS990/PYOtherRevenueAmt05254
IRS990/PYProgramServiceRevenueAmt0675190
IRS990/PYRevenuesLessExpensesAmt0108650
IRS990/PYSalariesCompEmpBnftPaidAmt0304745
IRS990/PYTotalExpensesAmt0577511
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0686161
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0186585
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0793562
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0991483
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01178068
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0819648
IRS990/SavingsAndTempCashInvstGrp/EOYAmt076273
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt019472
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0110430
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0129902
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0610496
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt032612
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt038351
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt070963
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0395706
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSITS
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt015167
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt010833
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt026000
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0797081
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 LETTER FROM THE IRS, AND THE PLAN SPONSOR BELIEVES THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRES TRUST MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt067251
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0395706
IRS990ScheduleD/TotalExpensesPerForm990Amt0610496
IRS990ScheduleD/TotalRevenuePerForm990Amt0797081
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0797081
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0610496
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/BaseCompensationFilingOrgAmt0129135
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt037115
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt016243
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0STEVEN R EARHART
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0182493
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ARTICLE IX, SECTION 6 OF THE TRUST AGREEMENT WAS AMENDED TO PERMIT ELECTRONIC TRUST MEETINGS DUE TO COVID 19.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DIRECTOR AND BOARD OF TRUSTEES REVIEW THE FORM 990 PRIOR TO FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AT END OF YEAR, PROGRAM ADMINISTRATOR COLLECTS AN ANNUAL STATEMENT FROM INTERESTED PARTIES AND REVIEWS WITH THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4REVIEW OF DIRECTOR'S SALARY BY BOARD OF TRUSTEES AND DOCUMENTED TO BOARD MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION UPON REQUEST AT THE APPRENTICESHIP OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE 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/ExplanationTxt7THE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VII, SECTION A, COLUMN E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 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

Document Assets

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Filings

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