Civic Intelligence

Kern County Electrical Workers Journeyman & Apprentice Training Trust

990 • Fiscal year 2016 • EIN 95-6053541

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 30, 2017

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

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2016 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

38th percentile

0.03x

Higher debt load relative to revenue than 38% of similar nonprofits.

2016 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2016

Net Margin

99th percentile

71%

Higher net margin than 99% of similar nonprofits.

2016 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

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

2016 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2016

Asset Growth

96th percentile

31%

Faster asset growth than 96% of similar nonprofits.

2016 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

99th percentile

86%

Faster revenue growth than 99% of similar nonprofits.

2016 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$10,256,758

Up $2,417,485 (+31%) from 2015

Net Assets

Up

$10,141,195

Up $2,598,446 (+34%) from 2015

Liabilities

Down

$115,563

Down $180,961 (-61%) from 2015

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin99th percentile

Revenue

Up

$3,646,751

Up $1,686,110 (+86%) from 2015

Expenses

Up

$1,069,481

Up $28,726 (+2.8%) from 2015

Net Income

Up

$2,577,270

Up $1,657,384 (+180%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth96th 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

2016

Assets$10,256,758
Liabilities$115,563
Net Assets$10,141,195
Open 2016 Filing

Operations Trend

Revenue Growth99th 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

2016

Revenue$3,646,751
Expenses$1,069,481
Net Income$2,577,270
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 30, 2017
Return Version
2016v3.0
Gross Receipts
$4,814,431
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$7,542,749$10,141,195▲ $2,598,446
Investments in Publicly Traded Securities-$5,284,475-
Land, Buildings, and Equipment, Net$4,168,732$4,168,119▼ $613
Savings and Temporary Cash Investments$3,346,222$563,330▼ $2,782,892
Accounts Receivable$267,965$190,579▼ $77,386
Prepaid Expenses and Deferred Charges$25,587$6,149▼ $19,438
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$7,839,273$10,256,758▲ $2,417,485
Other Assets Total$30,667$44,006▲ $13,339
Liabilities
Mortgage Notes Payable Secured by Investment Property$232,022$59,001▼ $173,021
Accounts Payable and Accrued Expenses$64,502$56,562▼ $7,940
Total Liabilities$296,524$115,563▼ $180,961
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,542,749$10,141,195▲ $2,598,446
Total Liabilities and Net Assets / Fund Balance$7,839,273$10,256,758▲ $2,417,485

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,464,674$471,670$3,936,344
Land$589,083-$589,083
Other Land Buildings$114,362$392,986$507,348
Compensation and Service Providers
Top Officer Pay6th 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
$120,000
Program Service Revenue
$3,215,299
Investment Income
$60,129
Other Revenue
$251,323
All Other Contributions
$120,000
Change in Net Assets
$2,577,270

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$120,000Comparative Cost
Total Noncash Contributions1$120,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,646,751
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$21,176
Total Revenue per Audited Statements
$3,667,927
Total Revenue per Form 990
$3,646,751
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$868,875
Salaries, Compensation, and Employee Benefits$200,606
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$483,294--$483,294
Depreciation Depletion$125,083--$125,083
Pension Plan Contributions$85,108--$85,108
Other Employee Benefits$69,066--$69,066
Occupancy$64,426--$64,426
Other Salaries and Wages$42,543--$42,543
Conferences and Meetings$18,150--$18,150
Insurance$13,000--$13,000
Office Expenses$11,899--$11,899
Fees for Services Accounting$2,511$6,490-$9,001
Fees for Service Investment Mgmnt Fees$6,000$2,515-$8,515
Interest$7,816--$7,816
All Other Expenses$7,467--$7,467
Other Expenses$4,536--$4,536
Payroll Taxes$3,889--$3,889
Fees for Services Legal-$2,674-$2,674
Total Functional Expenses$1,057,802$11,679$0$1,069,481

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,069,481
Total Expenses per Audited Statements$1,069,481
Total Expenses per Form 990$1,069,481
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 operation 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 11B

“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 operation 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
2017-10-30
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. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 465 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/BOYAmt064502
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt056562
IRS990/AccountsReceivableGrp/BOYAmt0267965
IRS990/AccountsReceivableGrp/EOYAmt0190579
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE EDUCATION AND TRAINING
IRS990/AllOtherContributionsAmt0120000
IRS990/AllOtherExpensesGrp/ProgramServicesAmt07467
IRS990/AllOtherExpensesGrp/TotalAmt07467
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CONSTRUCTION BENEFITS ADMINISTRATOR
IRS990/BooksInCareOfDetail/PhoneNum06613259471
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03805 SILLECT AVENUE SUITE B
IRS990/BooksInCareOfDetail/USAddress/CityNm0BAKERSFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093308
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/ProgramServicesAmt018150
IRS990/ConferencesMeetingsGrp/TotalAmt018150
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0120000
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt060129
IRS990/CYOtherExpensesAmt0868875
IRS990/CYOtherRevenueAmt0251323
IRS990/CYProgramServiceRevenueAmt03215299
IRS990/CYRevenuesLessExpensesAmt02577270
IRS990/CYSalariesCompEmpBnftPaidAmt0200606
IRS990/CYTotalExpensesAmt01069481
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03646751
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0125083
IRS990/DepreciationDepletionGrp/TotalAmt0125083
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/EmployeeCnt010
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt01057802
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06490
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt02511
IRS990/FeesForServicesAccountingGrp/TotalAmt09001
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02674
IRS990/FeesForServicesLegalGrp/TotalAmt02674
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0483294
IRS990/FeesForServicesManagementGrp/TotalAmt0483294
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt02515
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt06000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt08515
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/SecuritiesAmt0-3286
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01164394
IRS990/GrossReceiptsAmt04814431
IRS990/GrossRentsGrp/RealAmt059448
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt013000
IRS990/InsuranceGrp/TotalAmt013000
IRS990/InterestGrp/ProgramServicesAmt07816
IRS990/InterestGrp/TotalAmt07816
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt063415
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt063415
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05284475
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0864656
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04168732
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04168119
IRS990/LandBldgEquipCostOrOtherBssAmt05032775
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01167680
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt09900
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt09900
IRS990/MissionDesc0TO RECEIVE CONTRIBUTIONS TO FUND TRAINING PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0232022
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt059001
IRS990/NetAssetsOrFundBalancesBOYAmt07542749
IRS990/NetAssetsOrFundBalancesEOYAmt010141195
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-3286
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3286
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt059448
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt059448
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt021176
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0120000
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt064426
IRS990/OccupancyGrp/TotalAmt064426
IRS990/OfficeExpensesGrp/ProgramServicesAmt011899
IRS990/OfficeExpensesGrp/TotalAmt011899
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt030667
IRS990/OtherAssetsTotalGrp/EOYAmt044006
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt069066
IRS990/OtherEmployeeBenefitsGrp/TotalAmt069066
IRS990/OtherExpensesGrp/Desc0TRAINING SUPPLIES AND E
IRS990/OtherExpensesGrp/Desc1CONSULTANT-GRANT MANAGE
IRS990/OtherExpensesGrp/Desc2GRADUATION
IRS990/OtherExpensesGrp/Desc3JOB FAIR WORKSHOP
IRS990/OtherExpensesGrp/ProgramServicesAmt089228
IRS990/OtherExpensesGrp/ProgramServicesAmt115367
IRS990/OtherExpensesGrp/ProgramServicesAmt28419
IRS990/OtherExpensesGrp/ProgramServicesAmt34536
IRS990/OtherExpensesGrp/TotalAmt089228
IRS990/OtherExpensesGrp/TotalAmt115367
IRS990/OtherExpensesGrp/TotalAmt28419
IRS990/OtherExpensesGrp/TotalAmt34536
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0GRANT INCOME
IRS990/OtherRevenueMiscGrp/Desc1SCHOLARSHIP REPAYMENT
IRS990/OtherRevenueMiscGrp/Desc2EVALUATION REFUNDS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0138073
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt128614
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt215288
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0138073
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt128614
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt215288
IRS990/OtherRevenueTotalAmt0191875
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt042543
IRS990/OtherSalariesAndWagesGrp/TotalAmt042543
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt03889
IRS990/PayrollTaxesGrp/TotalAmt03889
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt085108
IRS990/PensionPlanContributionsGrp/TotalAmt085108
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025587
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06149
IRS990/PrincipalOfficerNm0JIM 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/RelatedOrExemptFuncIncomeAmt03108759
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1103675
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22865
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03108759
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1103675
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22865
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt037198
IRS990/PYOtherExpensesAmt0851112
IRS990/PYOtherRevenueAmt0108724
IRS990/PYProgramServiceRevenueAmt01814719
IRS990/PYRevenuesLessExpensesAmt0919886
IRS990/PYSalariesCompEmpBnftPaidAmt0189643
IRS990/PYTotalExpensesAmt01040755
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01960641
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02577270
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt059448
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt07542749
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt010141195
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03346222
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0563330
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03464674
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0471670
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03936344
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01069481
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0589083
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0589083
IRS990ScheduleD/NetUnrealizedGainsInvstAmt021176
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0114362
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0392986
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0507348
IRS990ScheduleD/RevenueNotReportedAmt021176
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt03646751
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. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04168119
IRS990ScheduleD/TotalExpensesPerForm990Amt01069481
IRS990ScheduleD/TotalRevenuePerForm990Amt03646751
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03667927
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01069481
IRS990/ScheduleJRequiredInd00
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0EQUIPMENT
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0COMPARATIVE COST
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt0120000
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd00
IRS990ScheduleM/ThirdPartiesUsedInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE DAY TO DAY MANAGEMENT, ADMINISTRATION AND OPERATION 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 OPERATION 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 11B
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/TotalAssetsBOYAmt07839273
IRS990/TotalAssetsEOYAmt010256758
IRS990/TotalAssetsGrp/BOYAmt07839273
IRS990/TotalAssetsGrp/EOYAmt010256758
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0120000
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011679
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01057802

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,256,758
Liabilities
$115,563
Net assets
$10,141,195
Revenue
$3,646,751
Expenses
$1,069,481
Net income
$2,577,270
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
2016Detailed filing. Detailed filing data is available for this year.$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