Civic Intelligence

Kern County Electrical Workers Journeyman & Apprentice Training Trust

990 • Fiscal year 2014 • EIN 95-6053541

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 19, 2015

Organization ProfileN/A
3805 Sillect Avenue Suite BBakersfield, CA 93308

(661) 325-9471

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.07x

Higher debt load relative to assets than 63% of similar nonprofits.

2014 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

79th percentile

0.24x

Higher debt load relative to revenue than 79% of similar nonprofits.

2014 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2014

Net Margin

97th percentile

54%

Higher net margin than 97% of similar nonprofits.

2014 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

10th percentile

$0

Higher top officer pay than 10% of similar nonprofits.

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

2014 filings • 501(c)5 • $5M-$10M nonprofits • Source year 2014

Asset Growth

84th percentile

15%

Faster asset growth than 84% of similar nonprofits.

2014 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

40th percentile

1.4%

Faster revenue growth than 40% of similar nonprofits.

2014 filings • 501(c)5 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$7,147,577

Up $937,688 (+15%) from 2013

Net Assets

Up

$6,649,136

Up $1,128,639 (+20%) from 2013

Liabilities

Down

$498,441

Down $190,951 (-28%) from 2013

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin97th percentile

Revenue

Up

$2,117,805

Up $29,721 (+1.4%) from 2013

Expenses

Up

$980,477

Up $179,271 (+22%) from 2013

Net Income

Down

$1,137,328

Down $149,550 (-12%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2014

Assets$7,147,577
Liabilities$498,441
Net Assets$6,649,136
Open 2014 Filing

Operations Trend

Revenue Growth40th percentile

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

2014

Revenue$2,117,805
Expenses$980,477
Net Income$1,137,328
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 19, 2015
Return Version
2014v5.0
Gross Receipts
$2,117,805
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$5,520,497$6,649,136▲ $1,128,639
Land, Buildings, and Equipment, Net$4,224,660$4,168,788▼ $55,872
Savings and Temporary Cash Investments$1,716,226$2,812,502▲ $1,096,276
Accounts Receivable$242,118$139,300▼ $102,818
Prepaid Expenses and Deferred Charges$6,399$6,756▲ $357
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$6,209,889$7,147,577▲ $937,688
Other Assets Total$20,386$20,131▼ $255
Liabilities
Mortgage Notes Payable Secured by Investment Property$635,296$428,445▼ $206,851
Accounts Payable and Accrued Expenses$54,096$69,996▲ $15,900
Total Liabilities$689,392$498,441▼ $190,951
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,520,497$6,649,136▲ $1,128,639
Total Liabilities and Net Assets / Fund Balance$6,209,889$7,147,577▲ $937,688

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,470,251$280,304$3,750,555
Land$589,083-$589,083
Other Land Buildings$109,454$337,748$447,202
Compensation and Service Providers
Top Officer Pay10th 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
$2,049,152
Investment Income
$10,390
Other Revenue
$58,263
Change in Net Assets
$1,137,328

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,117,805
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-8,689
Total Revenue per Audited Statements
$2,109,116
Total Revenue per Form 990
$2,117,805
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$815,926
Salaries, Compensation, and Employee Benefits$164,551
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$107,350--$107,350
Pension Plan Contributions$69,191--$69,191
Fees for Services Legal-$63,473-$63,473
Other Employee Benefits$59,113--$59,113
Royalties$44,557--$44,557
Other Salaries and Wages$33,490--$33,490
Interest$27,458--$27,458
All Other Expenses$21,342--$21,342
Conferences and Meetings$13,655--$13,655
Office Expenses$13,262--$13,262
Insurance$11,700--$11,700
Other Expenses$9,296--$9,296
Fees for Services Accounting-$5,302-$5,302
Payroll Taxes$2,757--$2,757
Total Functional Expenses$911,702$68,775$0$980,477

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$980,477
Total Expenses per Audited Statements$980,477
Total Expenses per Form 990$980,477
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The day to day management, administration and operaton of this fund is provided by a corporation, formed to provide these services to this and related benefit trusts.”

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 corporation, 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

Filer Name
Kern County Electrical Workers
EIN
95-6053541
Phone
6613259471
Address
3805 SILLECT AVENUE SUITE B, BAKERSFIELD, CA 93308

Signing Officer

Name
Jim Elrod
Title
Trustee
Phone
6613259471
Signed
2015-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Elrod
Formed
1962
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
10
Volunteers
0

Preparer

Firm
Bernard Kotkin & Company Llp
Address
533 S FREMONT AVENUE SUITE 802, LOS ANGELES, CA 90071
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 2010.”

Raw XML AppendixShowing 400 of 425 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/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0309665
IRS990/PYOtherExpensesAmt0675288
IRS990/PYOtherRevenueAmt060851
IRS990/PYProgramServiceRevenueAmt01717568
IRS990/PYRevenuesLessExpensesAmt01286878
IRS990/PYSalariesCompEmpBnftPaidAmt0125918
IRS990/PYTotalExpensesAmt0801206
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02088084
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01137328
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt051878
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RoyaltiesGrp/ProgramServicesAmt044557
IRS990/RoyaltiesGrp/TotalAmt044557
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05520497
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt06649136
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01716226
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02812502
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03470251
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0280304
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03750555
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0980477
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0589083
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0589083
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-8689
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0109454
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0337748
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0447202
IRS990ScheduleD/RevenueNotReportedAmt0-8689
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02117805
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 2010.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04168788
IRS990ScheduleD/TotalExpensesPerForm990Amt0980477
IRS990ScheduleD/TotalRevenuePerForm990Amt02117805
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02109116
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0980477
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DAY TO DAY MANAGEMENT, ADMINISTRATION AND OPERATON OF THIS FUND IS PROVIDED BY A CORPORATION, FORMED TO PROVIDE THESE SERVICES TO THIS AND RELATED BENEFIT TRUSTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATIONS BOARD OF TRUSTEES RECEIVED THE FORM 990 FOR REVIEW PRIOR TO SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUSTEES 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/ExplanationTxt3ORGANIZATIONAL DOCUMENTS AND FINANCIAL INFORMATION IS MADE AVAILABLE BY APPOINTMENT AT THE ADMINISTRATORS OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION 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 CORPORATION, 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/ExplanationTxt5TRUSTEE 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/ExplanationTxt6THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
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 VII, SECTION "A", LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 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/BusinessNameLine1Txt0CONSTRUCTION BENEFITS ADMINISTRATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt03805 SILLECT AVENUE SUITE B
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0BAKERSFIELD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd093308
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0KERN COUNTY ELECTRICAL WORKERS HEALTH AND WELFARE FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1KERN 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/AddressLine1Txt03805 SILLECT AVENUE SUITE B
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt13805 SILLECT AVENUE SUITE B
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BAKERSFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1BAKERSFIELD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093308
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd193308
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/TotalAssetsBOYAmt06209889
IRS990/TotalAssetsEOYAmt07147577
IRS990/TotalAssetsGrp/BOYAmt06209889
IRS990/TotalAssetsGrp/EOYAmt07147577
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt068775
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0911702
IRS990/TotalFunctionalExpensesGrp/TotalAmt0980477
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0689392
IRS990/TotalLiabilitiesEOYAmt0498441
IRS990/TotalLiabilitiesGrp/BOYAmt0689392
IRS990/TotalLiabilitiesGrp/EOYAmt0498441
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05520497
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06649136
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0911702
IRS990/TotalProgramServiceRevenueAmt02049152
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02117805
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02117805
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06209889
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07147577
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03805 SILLECT AVENUE SUITE B
IRS990/USAddress/CityNm0BAKERSFIELD
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093308
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,147,577
Liabilities
$498,441
Net assets
$6,649,136
Revenue
$2,117,805
Expenses
$980,477
Net income
$1,137,328
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
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)5 • $5M-$10M nonprofits