Civic Intelligence

Kern County Electrical Workers Health and Welfare Trust

990 • Fiscal year 2021 • EIN 95-6053542

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

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.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

91st percentile

0.40x

Higher debt load relative to revenue than 91% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Asset Growth

62nd percentile

12%

Faster asset growth than 62% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

72nd percentile

13%

Faster revenue growth than 72% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$20,101,084

Up $2,123,293 (+12%) from 2020

Net Assets

Up

$15,439,176

Up $1,598,651 (+12%) from 2020

Liabilities

Up

$4,661,908

Up $524,642 (+13%) from 2020

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin64th percentile

Revenue

Up

$11,750,300

Up $1,345,153 (+13%) from 2020

Expenses

Up

$10,353,949

Up $787,761 (+8.2%) from 2020

Net Income

Up

$1,396,351

Up $557,392 (+66%) from 2020

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

2021

Assets$20,101,084
Liabilities$4,661,908
Net Assets$15,439,176
Open 2021 Filing

Operations Trend

Revenue Growth72nd 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

2021

Revenue$11,750,300
Expenses$10,353,949
Net Income$1,396,351
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.2
Gross Receipts
$11,750,300
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
Rtn Earn Endowment Incm Other Fnds$13,840,525$15,439,176▲ $1,598,651
Investments in Publicly Traded Securities$14,210,402$14,716,156▲ $505,754
Cash and Non-Interest-Bearing Accounts$2,916,724$3,969,869▲ $1,053,145
Accounts Receivable$793,544$1,372,957▲ $579,413
Savings and Temporary Cash Investments$7,762$7,764▲ $2
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
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$17,977,791$20,101,084▲ $2,123,293
Other Assets Total$49,359$34,338▼ $15,021
Liabilities
Other Liabilities$4,052,100$4,449,200▲ $397,100
Accounts Payable and Accrued Expenses$85,166$212,708▲ $127,542
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$4,137,266$4,661,908▲ $524,642
Net Assets / Fund Balance
Total Net Assets Fund Balance$13,840,525$15,439,176▲ $1,598,651
Total Liabilities and Net Assets / Fund Balance$17,977,791$20,101,084▲ $2,123,293
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Brian HoltTrustee
Cody BrooksTrustee
Dave ThomasTrustee
Jack BellowsTrustee
Jacob ElrodTrustee
Paul G WhiteTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,447,931
Investment Income
$302,369
Other Revenue
$0
Change in Net Assets
$1,396,351

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,750,300
Revenue Not Reported on Form 990
$202,300
Total Revenue per Audited Statements
$11,952,600
Total Revenue per Form 990
$11,750,300
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$238,078
Salaries, Compensation, and Employee Benefits$107,759
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$10,008,112
Other Salaries and Wages---$107,759
Fees for Services Other---$80,661
Office Expenses---$36,981
Fees for Services Legal---$30,547
Occupancy---$27,314
Fees for Service Investment Mgmnt Fees---$18,329
Fees for Services Accounting---$18,057
Insurance---$17,862
Conferences and Meetings---$2,441
Other Expenses---$500
Total Functional Expenses$0$0$0$10,353,949

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$10,353,949
Total Expenses per Audited Statements$10,353,949
Total Expenses per Form 990$10,353,949
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$2,808,000
Accumulated Eligibility - Lag$1,641,200
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, LINE 12C:

“The board of trustees and all professionals are to contact legal counsel if any potential conflicts arise.”

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.”

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
Brian Holt
Title
Trustee
Phone
6613259471
Signed
2022-11-10
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
6
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.”

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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.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is provided to the Board of Trustees for Review.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF TRUSTEES AND ALL PROFESSIONALS ARE TO CONTACT LEGAL COUNSEL IF ANY POTENTIAL CONFLICTS ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Upon Request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Any trusteesdirectors' compensation and/or benefits from related tax-exempt organizations is available on those organizations' Forms 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI, Section B, Line 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI, Section C, Line 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VII, Section A:
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,101,084
Liabilities
$4,661,908
Net assets
$15,439,176
Revenue
$11,750,300
Expenses
$10,353,949
Net income
$1,396,351
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