Civic Intelligence

Kern County Electrical Workers Health and Welfare Trust

990 • Fiscal year 2020 • EIN 95-6053542

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileN/A

View Organization Page

3805 N Sillect AveBakersfield, CA 93308

(661) 325-9471

Siviq Scores

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

Liabilities / Assets

80th percentile

0.23x

Higher debt load relative to assets than 80% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

92nd percentile

0.40x

Higher debt load relative to revenue than 92% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Net Margin

56th percentile

8.1%

Higher net margin than 56% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2020 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2020

Asset Growth

62nd percentile

10%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

34th percentile

-5.1%

Faster revenue growth than 34% of similar nonprofits.

2020 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$17,977,791

Up $1,688,657 (+10%) from 2019

Net Assets

Up

$13,840,525

Up $1,262,165 (+10%) from 2019

Liabilities

Up

$4,137,266

Up $426,492 (+11%) from 2019

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin56th percentile

Revenue

Down

$10,405,147

Down $563,977 (-5.1%) from 2019

Expenses

Down

$9,566,188

Down $255,076 (-2.6%) from 2019

Net Income

Down

$838,959

Down $308,901 (-27%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$40M$30M$20M$10M$0Assets 2010: $4,032,327Liabilities 2010: $1,916,309Net Assets 2010: $2,116,0182010Assets 2011: $4,092,925Liabilities 2011: $2,092,737Net Assets 2011: $2,000,1882011Assets 2012: $4,208,682Liabilities 2012: $2,854,438Net Assets 2012: $1,354,2442012Assets 2013: $4,819,066Liabilities 2013: $2,561,407Net Assets 2013: $2,257,6592013Assets 2014: $6,362,237Liabilities 2014: $2,664,865Net Assets 2014: $3,697,3722014Assets 2015: $8,220,243Liabilities 2015: $2,568,909Net Assets 2015: $5,651,3342015Assets 2016: $13,531,499Liabilities 2016: $3,770,699Net Assets 2016: $9,760,8002016Assets 2017: $15,666,517Liabilities 2017: $4,846,767Net Assets 2017: $10,819,7502017Assets 2018: $14,551,130Liabilities 2018: $3,375,792Net Assets 2018: $11,175,3382018Assets 2019: $16,289,134Liabilities 2019: $3,710,774Net Assets 2019: $12,578,3602019Assets 2020: $17,977,791Liabilities 2020: $4,137,266Net Assets 2020: $13,840,5252020Assets 2021: $20,101,084Liabilities 2021: $4,661,908Net Assets 2021: $15,439,1762021Assets 2022: $22,257,864Liabilities 2022: $5,212,095Net Assets 2022: $17,045,7692022Assets 2023: $25,966,658Liabilities 2023: $6,206,026Net Assets 2023: $19,760,6322023Assets 2024: $30,782,168Liabilities 2024: $7,659,621Net Assets 2024: $23,122,5472024

Highlighted filing

2020

Assets$17,977,791
Liabilities$4,137,266
Net Assets$13,840,525
Open 2020 Filing

Operations Trend

Revenue Growth34th percentile

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

$20M$15M$10M$5.0M$0Expenses 2010: $5,206,7852010Expenses 2011: $5,561,6162011Expenses 2012: $6,629,0432012Revenue 2013: $7,297,255Expenses 2013: $6,361,260Net Income 2013: $935,9952013Revenue 2014: $8,359,957Expenses 2014: $6,915,922Net Income 2014: $1,444,0352014Revenue 2015: $8,674,933Expenses 2015: $6,670,582Net Income 2015: $2,004,3512015Revenue 2016: $13,815,665Expenses 2016: $9,755,099Net Income 2016: $4,060,5662016Revenue 2017: $8,979,113Expenses 2017: $8,057,792Net Income 2017: $921,3212017Revenue 2018: $9,126,021Expenses 2018: $8,506,688Net Income 2018: $619,3332018Revenue 2019: $10,969,124Expenses 2019: $9,821,264Net Income 2019: $1,147,8602019Revenue 2020: $10,405,147Expenses 2020: $9,566,188Net Income 2020: $838,9592020Revenue 2021: $11,750,300Expenses 2021: $10,353,949Net Income 2021: $1,396,3512021Revenue 2022: $15,654,386Expenses 2022: $11,870,943Net Income 2022: $3,783,4432022Revenue 2023: $14,682,153Expenses 2023: $12,446,377Net Income 2023: $2,235,7762023Revenue 2024: $19,644,964Expenses 2024: $16,812,050Net Income 2024: $2,832,9142024

Highlighted filing

2020

Revenue$10,405,147
Expenses$9,566,188
Net Income$838,959
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$10,405,147
Mission and Program Overview

Mission

To provide health benefits to union members.

To provide Health, Dental, Life, and AD&D for plan participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,152,332$14,210,402▲ $1,058,070
Rtn Earn Endowment Incm Other Fnds$12,578,360$13,840,525▲ $1,262,165
Cash and Non-Interest-Bearing Accounts$664,798$2,916,724▲ $2,251,926
Accounts Receivable$917,853$793,544▼ $124,309
Prepaid Expenses and Deferred Charges$11,733$0▼ $11,733
Savings and Temporary Cash Investments$1,501,087$7,762▼ $1,493,325
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$16,289,134$17,977,791▲ $1,688,657
Other Assets Total$41,331$49,359▲ $8,028
Liabilities
Other Liabilities$3,660,000$4,052,100▲ $392,100
Accounts Payable and Accrued Expenses$50,774$85,166▲ $34,392
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$3,710,774$4,137,266▲ $426,492
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,578,360$13,840,525▲ $1,262,165
Total Liabilities and Net Assets / Fund Balance$16,289,134$17,977,791▲ $1,688,657
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Brian HoltTrustee
Cody BrooksTrustee
Jack BellowsTrustee
Jim S ElrodTrustee
Paul G WhiteTrustee
Tony UrzanquiTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$9,966,673
Investment Income
$438,474
Other Revenue
$0
Change in Net Assets
$838,959

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,405,147
Revenue Not Reported on Form 990
$423,206
Total Revenue per Audited Statements
$10,828,353
Total Revenue per Form 990
$10,405,147
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$275,904
Salaries, Compensation, and Employee Benefits$100,501
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,189,783
Other Salaries and Wages---$100,501
Fees for Services Other---$71,544
Fees for Services Legal---$35,636
Fees for Services Accounting---$34,261
Office Expenses---$32,034
Insurance---$29,941
Occupancy---$25,481
Fees for Service Investment Mgmnt Fees---$17,250
Conferences and Meetings---$14,827
Other Expenses---$9,894
Total Functional Expenses$0$0$0$9,566,188

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,566,188
Total Expenses per Audited Statements$9,566,188
Total Expenses per Form 990$9,566,188
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accumulated Eligibility - Bank Hour$2,590,000
Accumulated Eligibility - Lag Month$1,462,100
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section B, Line 11B:

“Form 990 is provided to the Board of Trustees for Review. Part VI, Section C, Line 19: Upon Request Part VII, Section A: Any trusteesdirectors' compensation and/or benefits from related tax-exempt organizations is available on those organizations' Forms 990. PART VI, LINE 12C: THE BOARD OF TRUSTEES AND ALL PROFESSIONALS ARE TO CONTACT LEGAL COUNSEL IF ANY POTENTIAL CONFLICTS ARISE.”

Filing and Contact Details

Filer

Filer Name
Kern County Electrical Workers
EIN
95-6053542
In Care Of
% CONSTRUCTION BENEFITS INC
Phone
6613259471
Address
3805 N Sillect Ave, Bakersfield, CA 93308

Signing Officer

Name
Cody Brooks
Title
Trustee
Phone
6613259471
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Brian Holt
Formed
1952
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
3
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Daniel Imm
Phone
8187692010
Supplemental Narrative

Financial Statement Notes

Part X, Line 2

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the plan has taken a position that more likely than note would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taking jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 429 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt050774
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt085166
IRS990/AccountsReceivableGrp/BOYAmt0917853
IRS990/AccountsReceivableGrp/EOYAmt0793544
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide Health, Dental, Life, and AD&D for plan participants.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt09189783
IRS990/BooksInCareOfDetail/PersonNm0CONSTRUCTION BENEFITS INC
IRS990/BooksInCareOfDetail/PhoneNum06613259471
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03805 N SILLECT AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0BAKERSFIELD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093308
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0664798
IRS990/CashNonInterestBearingGrp/EOYAmt02916724
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt014827
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt09189783
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0438474
IRS990/CYOtherExpensesAmt0275904
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt09966673
IRS990/CYRevenuesLessExpensesAmt0838959
IRS990/CYSalariesCompEmpBnftPaidAmt0100501
IRS990/CYTotalExpensesAmt09566188
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010405147
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0To provide Health, Dental, Life, and AD&D for plan participants.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt034261
IRS990/FeesForServicesLegalGrp/TotalAmt035636
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt071544
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt017250
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
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/PersonNm0CODY BROOKS
IRS990/Form990PartVIISectionAGrp/PersonNm1JACK BELLOWS
IRS990/Form990PartVIISectionAGrp/PersonNm2PAUL G WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm3BRIAN HOLT
IRS990/Form990PartVIISectionAGrp/PersonNm4TONY URZANQUI
IRS990/Form990PartVIISectionAGrp/PersonNm5JIM S ELROD
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
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01952
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt010405147
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt029941
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0438474
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0438474
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013152332
IRS990/InvestmentsPubTradedSecGrp/EOYAmt014210402
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide Health, Dental, Life, and AD&D for plan participants.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt012578360
IRS990/NetAssetsOrFundBalancesEOYAmt013840525
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0423206
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt025481
IRS990/OfficeExpensesGrp/TotalAmt032034
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt041331
IRS990/OtherAssetsTotalGrp/EOYAmt049359
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/Desc1COMPUTER FEES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/TotalAmt02036
IRS990/OtherExpensesGrp/TotalAmt13000
IRS990/OtherExpensesGrp/TotalAmt29894
IRS990/OtherLiabilitiesGrp/BOYAmt03660000
IRS990/OtherLiabilitiesGrp/EOYAmt04052100
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt0100501
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011733
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0BRIAN HOLT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09403856
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1562817
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09403856
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1562817
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt09501583
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0686551
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0319681
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt010282573
IRS990/PYRevenuesLessExpensesAmt01147860
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt09821264
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010969124
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0838959
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt012578360
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt013840525
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01501087
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07762
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt09566188
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0423206
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01462100
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12590000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCUMULATED ELIGIBILITY - LAG MONTH
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCUMULATED ELIGIBILITY - BANK HOUR
IRS990ScheduleD/RevenueNotReportedAmt0423206
IRS990ScheduleD/RevenueSubtotalAmt010405147
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the plan has taken a position that more likely than note would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taking jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2
IRS990ScheduleD/TotalExpensesPerForm990Amt09566188
IRS990ScheduleD/TotalLiabilityAmt04052100
IRS990ScheduleD/TotalRevenuePerForm990Amt010405147
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010828353
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09566188
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is provided to the Board of Trustees for Review. Part VI, Section C, Line 19: Upon Request Part VII, Section A: Any trusteesdirectors' compensation and/or benefits from related tax-exempt organizations is available on those organizations' Forms 990. PART VI, LINE 12C: THE BOARD OF TRUSTEES AND ALL PROFESSIONALS ARE TO CONTACT LEGAL COUNSEL IF ANY POTENTIAL CONFLICTS ARISE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Section B, Line 11B:
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0953142450
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C-Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Provide Admin Svc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Construction Benefti Administration Inc
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0None
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1None
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Kern County Electrical Workers Training
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Kern County Electrical Workers Pension
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956053541
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1956123049
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401(a)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0To provide
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1training
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2To provide
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3pension benef
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0227417
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0% allocation
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Construction Benefit Administration Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt016289134
IRS990/TotalAssetsEOYAmt017977791
IRS990/TotalAssetsGrp/BOYAmt016289134
IRS990/TotalAssetsGrp/EOYAmt017977791
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/TotalAmt09566188
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03710774
IRS990/TotalLiabilitiesEOYAmt04137266
IRS990/TotalLiabilitiesGrp/BOYAmt03710774
IRS990/TotalLiabilitiesGrp/EOYAmt04137266
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012578360
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013840525
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt09966673
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0438474
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09966673
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt010405147
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016289134
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt017977791
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03805 N Sillect Ave
IRS990/USAddress/CityNm0Bakersfield
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093308
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,977,791
Liabilities
$4,137,266
Net assets
$13,840,525
Revenue
$10,405,147
Expenses
$9,566,188
Net income
$838,959
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.8$7.66$23.1$19.6$16.8$2.83
2023Detailed filing. Detailed filing data is available for this year.$26.0$6.21$19.8$14.7$12.4$2.24
2022Detailed filing. Detailed filing data is available for this year.$22.3$5.21$17.0$15.7$11.9$3.78
2021Detailed filing. Detailed filing data is available for this year.$20.1$4.66$15.4$11.8$10.4$1.40
2020Detailed filing. Detailed filing data is available for this year.$18.0$4.14$13.8$10.4$9.57$0.84
2019Detailed filing. Detailed filing data is available for this year.$16.3$3.71$12.6$11.0$9.82$1.15
2018Detailed filing. Detailed filing data is available for this year.$14.6$3.38$11.2$9.13$8.51$0.62
2017Detailed filing. Detailed filing data is available for this year.$15.7$4.85$10.8$8.98$8.06$0.92
2016Detailed filing. Detailed filing data is available for this year.$13.5$3.77$9.76$13.8$9.76$4.06
2015Detailed filing. Detailed filing data is available for this year.$8.22$2.57$5.65$8.67$6.67$2.00
2014Detailed filing. Detailed filing data is available for this year.$6.36$2.66$3.70$8.36$6.92$1.44
2013Detailed filing. Detailed filing data is available for this year.$4.82$2.56$2.26$7.30$6.36$0.94
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.21$2.85$1.35$6.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$2.09$2.00$5.56
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.03$1.92$2.12$5.21