Civic Intelligence

Kern County Electrical Workers Journeyman & Apprentice Training Trust

990 • Fiscal year 2013 • EIN 95-6053541

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 05, 2014

Organization ProfileN/A
3805 Sillect Avenue Suite B93308

(661) 325-9471

Siviq Scores

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

Liabilities / Assets

67th percentile

0.11x

Higher debt load relative to assets than 67% of similar nonprofits.

2013 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

85th percentile

0.33x

Higher debt load relative to revenue than 85% of similar nonprofits.

2013 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2013

Net Margin

98th percentile

62%

Higher net margin than 98% of similar nonprofits.

2013 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

8th percentile

$0

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2013

Asset Growth

89th percentile

21%

Faster asset growth than 89% of similar nonprofits.

2013 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$6,209,889

Up $1,076,180 (+21%) from 2012

Net Assets

Up

$5,520,497

Up $1,286,796 (+30%) from 2012

Liabilities

Down

$689,392

Down $210,616 (-23%) from 2012

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin98th percentile

Revenue

$2,088,084

No earlier filing loaded for comparison.

Expenses

Up

$801,206

Up $45,769 (+6.1%) from 2012

Net Income

$1,286,878

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$30M$20M$10M$0Assets 2010: $3,368,413Liabilities 2010: $1,684Net Assets 2010: $3,366,7292010Assets 2011: $4,791,329Liabilities 2011: $1,121,675Net Assets 2011: $3,669,6542011Assets 2012: $5,133,709Liabilities 2012: $900,008Net Assets 2012: $4,233,7012012Assets 2013: $6,209,889Liabilities 2013: $689,392Net Assets 2013: $5,520,4972013Assets 2014: $7,147,577Liabilities 2014: $498,441Net Assets 2014: $6,649,1362014Assets 2015: $7,839,273Liabilities 2015: $296,524Net Assets 2015: $7,542,7492015Assets 2016: $10,256,758Liabilities 2016: $115,563Net Assets 2016: $10,141,1952016Assets 2017: $10,923,623Liabilities 2017: $37,784Net Assets 2017: $10,885,8392017Assets 2018: $11,377,316Liabilities 2018: $66,633Net Assets 2018: $11,310,6832018Assets 2019: $12,536,427Liabilities 2019: $52,854Net Assets 2019: $12,483,5732019Assets 2020: $13,647,677Liabilities 2020: $60,448Net Assets 2020: $13,587,2292020Assets 2021: $14,517,923Liabilities 2021: $48,143Net Assets 2021: $14,469,7802021Assets 2022: $15,196,315Liabilities 2022: $25,871Net Assets 2022: $15,170,4442022Assets 2023: $22,259,740Liabilities 2023: $6,005,266Net Assets 2023: $16,254,4742023Assets 2024: $23,611,999Liabilities 2024: $5,914,148Net Assets 2024: $17,697,8512024

Highlighted filing

2013

Assets$6,209,889
Liabilities$689,392
Net Assets$5,520,497
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0Expenses 2010: $601,5842010Expenses 2011: $609,4532011Expenses 2012: $755,4372012Revenue 2013: $2,088,084Expenses 2013: $801,206Net Income 2013: $1,286,8782013Revenue 2014: $2,117,805Expenses 2014: $980,477Net Income 2014: $1,137,3282014Revenue 2015: $1,960,641Expenses 2015: $1,040,755Net Income 2015: $919,8862015Revenue 2016: $3,646,751Expenses 2016: $1,069,481Net Income 2016: $2,577,2702016Revenue 2017: $1,802,981Expenses 2017: $1,122,507Net Income 2017: $680,4742017Revenue 2018: $1,701,674Expenses 2018: $1,135,649Net Income 2018: $566,0252018Revenue 2019: $2,108,355Expenses 2019: $1,122,306Net Income 2019: $986,0492019Revenue 2020: $1,930,203Expenses 2020: $1,091,581Net Income 2020: $838,6222020Revenue 2021: $2,181,399Expenses 2021: $1,418,490Net Income 2021: $762,9092021Revenue 2022: $3,206,761Expenses 2022: $1,553,733Net Income 2022: $1,653,0282022Revenue 2023: $2,904,064Expenses 2023: $2,184,176Net Income 2023: $719,8882023Revenue 2024: $4,053,846Expenses 2024: $2,750,120Net Income 2024: $1,303,7262024

Highlighted filing

2013

Revenue$2,088,084
Expenses$801,206
Net Income$1,286,878
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 5, 2014
Return Version
2013v3.0
Gross Receipts
$2,180,120
Mission and Program Overview

Mission

To receive contributions to fund training programs.

To provide education and training

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,233,701$5,520,497▲ $1,286,796
Land, Buildings, and Equipment, Net$4,393,139$4,224,660▼ $168,479
Savings and Temporary Cash Investments$527,591$1,716,226▲ $1,188,635
Accounts Receivable$188,368$242,118▲ $53,750
Prepaid Expenses and Deferred Charges$3,842$6,399▲ $2,557
Cash and Non-Interest-Bearing Accounts$100$100→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,133,709$6,209,889▲ $1,076,180
Other Assets Total$20,669$20,386▼ $283
Liabilities
Mortgage Notes Payable Secured by Investment Property$854,604$635,296▼ $219,308
Accounts Payable and Accrued Expenses$45,404$54,096▲ $8,692
Total Liabilities$900,008$689,392▼ $210,616
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,233,701$5,520,497▲ $1,286,796
Total Liabilities and Net Assets / Fund Balance$5,133,709$6,209,889▲ $1,076,180

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,546,978$186,393$3,733,371
Land$589,083-$589,083
Other Land Buildings$88,599$324,309$412,908
Compensation and Service Providers
Top Officer Pay8th percentile

Board Members and Trustees

NameTitle
Carl JarrettTrustee
James ChilkoTrustee
Paul WhiteTrustee
Brian HoltTrustee-union
James ElrodTrustee-union
Tony UrzanquiTrustee-union
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,717,568
Investment Income
$309,665
Other Revenue
$60,851
Change in Net Assets
$1,286,878

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,088,084
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-82
Total Revenue per Audited Statements
$2,088,002
Total Revenue per Form 990
$2,088,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$675,288
Salaries, Compensation, and Employee Benefits$125,918
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$107,460--$107,460
Other Employee Benefits$100,321--$100,321
Interest$38,856--$38,856
Occupancy$33,592--$33,592
Other Salaries and Wages$23,420--$23,420
Fees for Services Legal-$14,295-$14,295
All Other Expenses$11,827--$11,827
Other Expenses$11,071--$11,071
Insurance$9,571--$9,571
Conferences and Meetings$7,892--$7,892
Office Expenses$7,871--$7,871
Fees for Services Accounting-$4,200-$4,200
Payroll Taxes$2,177--$2,177
Total Functional Expenses$782,711$18,495$0$801,206

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$801,206
Total Expenses per Audited Statements$801,206
Total Expenses per Form 990$801,206
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
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 11

“The organizations board of trustees received the form 990 for review prior to signing.”

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

“Trustees required to sign-off a monitor policy, which requires them to reveal any conflicts of interest which may have occurred during the year.”

Form 990, Part VI, Section C, Line 19

“Organizational documents and financial information is made available by appointment at the administrators office.”

FORM 990, PART VII, SECTION "A", COLUMN "E"

“Compensation disclosures: the organization is governed by an uncompensated board of trustees and has no officers or employees. The day to day management, administration and operaton of this fund is provided by a corproation, formed to provide these services to this and related benefit trusts. 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.”

FORM 990, PART VII, SECTION "A", LINE 1A

“Trustee compensation information: the board of trustees are uncompensated by the organization. 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

EIN
95-6053541
Phone
6613259471

Signing Officer

Name
Jim Elrod
Title
Trustee
Phone
6613259471
Signed
2014-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Elrod
Formed
1962
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
7
Volunteers
0

Preparer

Phone
2138929090
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C, Responsibility for Audit

“The board of trustees assumes responsibility for the audit and selection of an independent auditor.”

Financial Statement Notes

PART X, LINE 2:

“The trust is exempt from income tax under section 501(c)(5) of the internal revenue code and section 23701(a) of the revenue and taxation code of the state of california. The trust's administrator believes that the trust continues to qualify and to operate as designed. Accounting principles generally accepted in the united states of america require trust administrator to evaluate tax positions taken by the trust and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be substained upon examination by the internal revenue service or franchise tax board. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The trust administrator believes it is no longer subject to income tax examinations for years prior to 2009.”

Raw XML AppendixShowing 400 of 426 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt045404
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt054096
IRS990/AccountsReceivableGrp/BOYAmt0188368
IRS990/AccountsReceivableGrp/EOYAmt0242118
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE EDUCATION AND TRAINING
IRS990/AllOtherExpensesGrp/ProgramServicesAmt011827
IRS990/AllOtherExpensesGrp/TotalAmt011827
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10CONSTRUCTION BENEFITS ADMINISTRATOR
IRS990/BooksInCareOfDetail/PhoneNum06613259471
IRS990/BooksInCareOfDetail/USAddress/AddressLine103805 SILLECT AVENUE SUITE B
IRS990/BooksInCareOfDetail/USAddress/City0BAKERSFIELD
IRS990/BooksInCareOfDetail/USAddress/State0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode093308
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0100
IRS990/CashNonInterestBearingGrp/EOYAmt0100
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt07892
IRS990/ConferencesMeetingsGrp/TotalAmt07892
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0309665
IRS990/CYOtherExpensesAmt0675288
IRS990/CYOtherRevenueAmt060851
IRS990/CYProgramServiceRevenueAmt01717568
IRS990/CYRevenuesLessExpensesAmt01286878
IRS990/CYSalariesCompEmpBnftPaidAmt0125918
IRS990/CYTotalExpensesAmt0801206
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02088084
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0107460
IRS990/DepreciationDepletionGrp/TotalAmt0107460
IRS990/Desc0THE TRUST PROVIDES EDUCATION AND TRAINING OF PERSONS WHO ARE TO BECOME ELECTRICAL APPRENTICES IN THE CONSTRUCTION INDUSTRY. THE NUMBER OF PERSONS ARE APPROXIMATELY 90.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt0782711
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04200
IRS990/FeesForServicesAccountingGrp/TotalAmt04200
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt014295
IRS990/FeesForServicesLegalGrp/TotalAmt014295
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIAN HOLT
IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES CHILKO
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES ELROD
IRS990/Form990PartVIISectionAGrp/PersonNm3CARL JARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm4PAUL WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm5TONY URZANQUI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE-UNION
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE-UNION
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE-UNION
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0307964
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0400000
IRS990/GrossReceiptsAmt02180120
IRS990/GrossRentsGrp/RealAmt050564
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt09571
IRS990/InsuranceGrp/TotalAmt09571
IRS990/InterestGrp/ProgramServicesAmt038856
IRS990/InterestGrp/TotalAmt038856
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt01701
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01701
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0510702
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04393139
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04224660
IRS990/LandBldgEquipCostOrOtherBssAmt04735362
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt092036
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO RECEIVE CONTRIBUTIONS TO FUND TRAINING PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0854604
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0635296
IRS990/NetAssetsOrFundBalancesBOYAmt04233701
IRS990/NetAssetsOrFundBalancesEOYAmt05520497
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0307964
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0307964
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt050564
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt050564
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-82
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt033592
IRS990/OccupancyGrp/TotalAmt033592
IRS990/OfficeExpensesGrp/ProgramServicesAmt07871
IRS990/OfficeExpensesGrp/TotalAmt07871
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt020669
IRS990/OtherAssetsTotalGrp/EOYAmt020386
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0100321
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0100321
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc1TRAINING SUPPLIES AND E
IRS990/OtherExpensesGrp/Desc2BUILDING AND EQUIPMENT
IRS990/OtherExpensesGrp/Desc3GRADUATION
IRS990/OtherExpensesGrp/ProgramServicesAmt0339877
IRS990/OtherExpensesGrp/ProgramServicesAmt174565
IRS990/OtherExpensesGrp/ProgramServicesAmt214211
IRS990/OtherExpensesGrp/ProgramServicesAmt311071
IRS990/OtherExpensesGrp/TotalAmt0339877
IRS990/OtherExpensesGrp/TotalAmt174565
IRS990/OtherExpensesGrp/TotalAmt214211
IRS990/OtherExpensesGrp/TotalAmt311071
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt010287
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt010287
IRS990/OtherRevenueTotalAmt010287
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt023420
IRS990/OtherSalariesAndWagesGrp/TotalAmt023420
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt02177
IRS990/PayrollTaxesGrp/TotalAmt02177
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03842
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06399
IRS990/PrincipalOfficerNm0JAMES ELROD
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EXPENSE REIMBURSEMENTS
IRS990/ProgramServiceRevenueGrp/Desc2LIQUIDATED DAMAGES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01659533
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt154002
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt24033
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01659533
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt154002
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt24033
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02553
IRS990/PYOtherExpensesAmt0659852
IRS990/PYOtherRevenueAmt072346
IRS990/PYProgramServiceRevenueAmt01244442
IRS990/PYRevenuesLessExpensesAmt0563904
IRS990/PYSalariesCompEmpBnftPaidAmt095585
IRS990/PYTotalExpensesAmt0755437
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01319341
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01286878
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt050564
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt04233701
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt05520497
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0527591
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01716226
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03546978
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0186393
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03733371
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0801206
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0589083
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0589083
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-82
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt088599
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0324309
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0412908
IRS990ScheduleD/RevenueNotReportedAmt0-82
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02088084
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE AND SECTION 23701(A) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA. THE TRUST'S ADMINISTRATOR BELIEVES THAT THE TRUST CONTINUES TO QUALIFY AND TO OPERATE AS DESIGNED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE TRUST ADMINISTRATOR TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUBSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE OR FRANCHISE TAX BOARD. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TRUST ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2009.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04224660
IRS990ScheduleD/TotalExpensesPerForm990Amt0801206
IRS990ScheduleD/TotalRevenuePerForm990Amt02088084
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02088002
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0801206
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS BOARD OF TRUSTEES RECEIVED THE FORM 990 FOR REVIEW PRIOR TO SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEES REQUIRED TO SIGN-OFF A MONITOR POLICY, WHICH REQUIRES THEM TO REVEAL ANY CONFLICTS OF INTEREST WHICH MAY HAVE OCCURRED DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATIONAL DOCUMENTS AND FINANCIAL INFORMATION IS MADE AVAILABLE BY APPOINTMENT AT THE ADMINISTRATORS OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION DISCLOSURES: THE ORGANIZATION IS GOVERNED BY AN UNCOMPENSATED BOARD OF TRUSTEES AND HAS NO OFFICERS OR EMPLOYEES. THE DAY TO DAY MANAGEMENT, ADMINISTRATION AND OPERATON OF THIS FUND IS PROVIDED BY A CORPROATION, FORMED TO PROVIDE THESE SERVICES TO THIS AND RELATED BENEFIT TRUSTS. 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/ExplanationTxt4TRUSTEE COMPENSATION INFORMATION: THE BOARD OF TRUSTEES ARE UNCOMPENSATED BY THE ORGANIZATION. 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 BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII, SECTION "A", COLUMN "E"
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VII, SECTION "A", LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C, RESPONSIBILITY FOR AUDIT
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0953142450
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0TO PROVIDE ADMINISTRATIVE SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10CONSTRUCTION BENEFITS ADMINISTRATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine103805 SILLECT AVENUE SUITE B
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/City0BAKERSFIELD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCode093308
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10KERN COUNTY ELECTRICAL WORKERS HEALTH AND WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine11KERN COUNTY ELECTRICAL WORKERS PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956053542
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1956123049
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501 (C) 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401 (A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE HEALTH BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1TO PROVIDE PENSION BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine103805 SILLECT AVENUE SUITE B
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine113805 SILLECT AVENUE SUITE B
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0BAKERSFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City1BAKERSFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode093308
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode193308
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05133709
IRS990/TotalAssetsEOYAmt06209889
IRS990/TotalAssetsGrp/BOYAmt05133709
IRS990/TotalAssetsGrp/EOYAmt06209889
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018495
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0782711
IRS990/TotalFunctionalExpensesGrp/TotalAmt0801206
IRS990/TotalGrossUBIAmt0307964
IRS990/TotalLiabilitiesBOYAmt0900008
IRS990/TotalLiabilitiesEOYAmt0689392
IRS990/TotalLiabilitiesGrp/BOYAmt0900008
IRS990/TotalLiabilitiesGrp/EOYAmt0689392
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04233701
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05520497
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0782711
IRS990/TotalProgramServiceRevenueAmt01717568
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01780120
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02088084
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0307964
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05133709
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06209889
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine103805 SILLECT AVENUE SUITE B
IRS990/USAddress/City0BAKERSFIELD
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode093308
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,209,889
Liabilities
$689,392
Net assets
$5,520,497
Revenue
$2,088,084
Expenses
$801,206
Net income
$1,286,878
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.6$5.91$17.7$4.05$2.75$1.30
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.3$6.01$16.3$2.90$2.18$0.72
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.2$0.03$15.2$3.21$1.55$1.65
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.05$14.5$2.18$1.42$0.76
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.06$13.6$1.93$1.09$0.84
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.5$0.05$12.5$2.11$1.12$0.99
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$0.07$11.3$1.70$1.14$0.57
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.9$0.04$10.9$1.80$1.12$0.68
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.3$0.12$10.1$3.65$1.07$2.58
2015Detailed filing. Detailed filing data is available for this year.$7.84$0.30$7.54$1.96$1.04$0.92
2014Detailed filing. Detailed filing data is available for this year.$7.15$0.50$6.65$2.12$0.98$1.14
2013Detailed filing. Detailed filing data is available for this year.$6.21$0.69$5.52$2.09$0.80$1.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.13$0.90$4.23$0.76
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.79$1.12$3.67$0.61
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$0.00$3.37$0.60