Civic Intelligence

Kern County Electrical Workers Journeyman & Apprentice Training Trust

990 • Fiscal year 2017 • EIN 95-6053541

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 23, 2018

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

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.02x

Higher debt load relative to revenue than 35% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

Net Margin

92nd percentile

38%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

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.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Source year 2017

Asset Growth

39th percentile

6.5%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

1st percentile

-51%

Faster revenue growth than 1% of similar nonprofits.

2017 filings • 501(c)5 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$10,923,623

Up $666,865 (+6.5%) from 2016

Net Assets

Up

$10,885,839

Up $744,644 (+7.3%) from 2016

Liabilities

Down

$37,784

Down $77,779 (-67%) from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin92nd percentile

Revenue

Down

$1,802,981

Down $1,843,770 (-51%) from 2016

Expenses

Up

$1,122,507

Up $53,026 (+5.0%) from 2016

Net Income

Down

$680,474

Down $1,896,796 (-74%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2017

Assets$10,923,623
Liabilities$37,784
Net Assets$10,885,839
Open 2017 Filing

Operations Trend

Revenue Growth1st 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

2017

Revenue$1,802,981
Expenses$1,122,507
Net Income$680,474
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 23, 2018
Return Version
2017v2.3
Gross Receipts
$6,165,754
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$10,141,195$10,885,839▲ $744,644
Investments in Publicly Traded Securities$5,284,475$5,772,214▲ $487,739
Land, Buildings, and Equipment, Net$4,168,119$4,028,423▼ $139,696
Savings and Temporary Cash Investments$563,330$934,953▲ $371,623
Accounts Receivable$190,579$143,360▼ $47,219
Prepaid Expenses and Deferred Charges$6,149$6,436▲ $287
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$10,256,758$10,923,623▲ $666,865
Other Assets Total$44,006$38,137▼ $5,869
Liabilities
Mortgage Notes Payable Secured by Investment Property$59,001$0▼ $59,001
Accounts Payable and Accrued Expenses$56,562$37,784▼ $18,778
Total Liabilities$115,563$37,784▼ $77,779
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,141,195$10,885,839▲ $744,644
Total Liabilities and Net Assets / Fund Balance$10,256,758$10,923,623▲ $666,865

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,351,191$585,153$3,936,344
Land$589,083-$589,083
Other Land Buildings$88,149$422,089$510,238
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
Carl JarrettTrustee
Dylan WoodardTrustee
Jack BellowsTrustee
Paul WhiteTrustee
Brian HoltTrustee-union
James ElrodTrustee-union
Tony UrzanquiTrustee-union
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,427,460
Investment Income
$79,708
Other Revenue
$295,813
Change in Net Assets
$680,474

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,802,981
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$64,170
Total Revenue per Audited Statements
$1,867,151
Total Revenue per Form 990
$1,802,981
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$914,874
Salaries, Compensation, and Employee Benefits$207,633
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$498,817--$498,817
Other Employee Benefits$167,222--$167,222
Depreciation Depletion$142,586--$142,586
Occupancy$58,629--$58,629
Other Salaries and Wages$36,373--$36,373
Conferences and Meetings$19,975--$19,975
Insurance$12,809--$12,809
Office Expenses$11,538--$11,538
Fees for Services Accounting$3,943$6,285-$10,228
Fees for Service Investment Mgmnt Fees$5,000$2,250-$7,250
Fees for Services Legal-$5,537-$5,537
Other Expenses$4,053--$4,053
Payroll Taxes$4,038--$4,038
All Other Expenses$1,895--$1,895
Total Functional Expenses$1,108,435$14,072$0$1,122,507

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,122,507
Total Expenses per Audited Statements$1,122,507
Total Expenses per Form 990$1,122,507
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
2018-10-23
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
9
Volunteers
0

Preparer

Firm
Bernard Kotkin & Company Llp
Address
533 S FREMONT AVENUE SUITE 802, LOS ANGELES, CA 90071
Preparer
Bernard Kotkin Company Llp
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 459 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/BOYAmt056562
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt037784
IRS990/AccountsReceivableGrp/BOYAmt0190579
IRS990/AccountsReceivableGrp/EOYAmt0143360
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE EDUCATION AND TRAINING
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01895
IRS990/AllOtherExpensesGrp/TotalAmt01895
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/ProgramServicesAmt019975
IRS990/ConferencesMeetingsGrp/TotalAmt019975
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt079708
IRS990/CYOtherExpensesAmt0914874
IRS990/CYOtherRevenueAmt0295813
IRS990/CYProgramServiceRevenueAmt01427460
IRS990/CYRevenuesLessExpensesAmt0680474
IRS990/CYSalariesCompEmpBnftPaidAmt0207633
IRS990/CYTotalExpensesAmt01122507
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01802981
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0142586
IRS990/DepreciationDepletionGrp/TotalAmt0142586
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/EmployeeCnt09
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/ExpenseAmt01108435
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt06285
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt03943
IRS990/FeesForServicesAccountingGrp/TotalAmt010228
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05537
IRS990/FeesForServicesLegalGrp/TotalAmt05537
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0498817
IRS990/FeesForServicesManagementGrp/TotalAmt0498817
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt02250
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt05000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07250
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/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIAN HOLT
IRS990/Form990PartVIISectionAGrp/PersonNm1DYLAN WOODARD
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES ELROD
IRS990/Form990PartVIISectionAGrp/PersonNm3CARL JARRETT
IRS990/Form990PartVIISectionAGrp/PersonNm4PAUL WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm5JACK BELLOWS
IRS990/Form990PartVIISectionAGrp/PersonNm6TONY URZANQUI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE-UNION
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE-UNION
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE-UNION
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-13765
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04349008
IRS990/GrossReceiptsAmt06165754
IRS990/GrossRentsGrp/RealAmt059448
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt012809
IRS990/InsuranceGrp/TotalAmt012809
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt093473
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt093473
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05284475
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05772214
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01007242
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04168119
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04028423
IRS990/LandBldgEquipCostOrOtherBssAmt05035665
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04362773
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt04310
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt04310
IRS990/MissionDesc0TO RECEIVE CONTRIBUTIONS TO FUND TRAINING PROGRAMS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt059001
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt010141195
IRS990/NetAssetsOrFundBalancesEOYAmt010885839
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-13765
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-13765
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt059448
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt059448
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt064170
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt058629
IRS990/OccupancyGrp/TotalAmt058629
IRS990/OfficeExpensesGrp/ProgramServicesAmt011538
IRS990/OfficeExpensesGrp/TotalAmt011538
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt044006
IRS990/OtherAssetsTotalGrp/EOYAmt038137
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0167222
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0167222
IRS990/OtherExpensesGrp/Desc0TRAINING SUPPLIES AND E
IRS990/OtherExpensesGrp/Desc1CONSULTANT-GRANT MANAGE
IRS990/OtherExpensesGrp/Desc2GRADUATION
IRS990/OtherExpensesGrp/Desc3MAINTENANCE CONTRACTS
IRS990/OtherExpensesGrp/ProgramServicesAmt0111201
IRS990/OtherExpensesGrp/ProgramServicesAmt122426
IRS990/OtherExpensesGrp/ProgramServicesAmt27930
IRS990/OtherExpensesGrp/ProgramServicesAmt34053
IRS990/OtherExpensesGrp/TotalAmt0111201
IRS990/OtherExpensesGrp/TotalAmt122426
IRS990/OtherExpensesGrp/TotalAmt27930
IRS990/OtherExpensesGrp/TotalAmt34053
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0GRANT INCOME
IRS990/OtherRevenueMiscGrp/Desc1SCHOLARSHIP REPAYMENT
IRS990/OtherRevenueMiscGrp/Desc2EVALUATION REFUNDS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0194719
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt130200
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt27136
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0194719
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt130200
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt27136
IRS990/OtherRevenueTotalAmt0236365
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt036373
IRS990/OtherSalariesAndWagesGrp/TotalAmt036373
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt04038
IRS990/PayrollTaxesGrp/TotalAmt04038
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt06149
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt06436
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/RelatedOrExemptFuncIncomeAmt01317467
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1108342
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21651
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01317467
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1108342
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21651
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0120000
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt060129
IRS990/PYOtherExpensesAmt0868875
IRS990/PYOtherRevenueAmt0251323
IRS990/PYProgramServiceRevenueAmt03215299
IRS990/PYRevenuesLessExpensesAmt02577270
IRS990/PYSalariesCompEmpBnftPaidAmt0200606
IRS990/PYTotalExpensesAmt01069481
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03646751
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0680474
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt059448
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt010141195
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt010885839
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0563330
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0934953
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd01
IRS990ScheduleC/SubstantiallyAllDuesNondedInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt03351191
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0585153
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03936344
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01122507
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0589083
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0589083
IRS990ScheduleD/NetUnrealizedGainsInvstAmt064170
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt088149
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0422089
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0510238
IRS990ScheduleD/RevenueNotReportedAmt064170
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01802981
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/TotalBookValueLandBuildingsAmt04028423
IRS990ScheduleD/TotalExpensesPerForm990Amt01122507
IRS990ScheduleD/TotalRevenuePerForm990Amt01802981
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01867151
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01122507
IRS990/ScheduleJRequiredInd00
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/TotalAssetsBOYAmt010256758
IRS990/TotalAssetsEOYAmt010923623
IRS990/TotalAssetsGrp/BOYAmt010256758
IRS990/TotalAssetsGrp/EOYAmt010923623
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014072
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01108435
IRS990/TotalFunctionalExpensesGrp/TotalAmt01122507
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0115563
IRS990/TotalLiabilitiesEOYAmt037784
IRS990/TotalLiabilitiesGrp/BOYAmt0115563
IRS990/TotalLiabilitiesGrp/EOYAmt037784
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010141195

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$10,923,623
Liabilities
$37,784
Net assets
$10,885,839
Revenue
$1,802,981
Expenses
$1,122,507
Net income
$680,474
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
2017Detailed filing. Detailed filing data is available for this year.$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