Civic Intelligence

Kern County Electrical Workers Health and Welfare Trust

990 • Fiscal year 2023 • EIN 95-6053542

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

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

78th percentile

0.24x

Higher debt load relative to assets than 78% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

90th percentile

0.42x

Higher debt load relative to revenue than 90% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Net Margin

75th percentile

15%

Higher net margin than 75% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2023 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2023

Asset Growth

77th percentile

17%

Faster asset growth than 77% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-6.2%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$25,966,658

Up $3,708,794 (+17%) from 2022

Net Assets

Up

$19,760,632

Up $2,714,863 (+16%) from 2022

Liabilities

Up

$6,206,026

Up $993,931 (+19%) from 2022

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin75th percentile

Revenue

Down

$14,682,153

Down $972,233 (-6.2%) from 2022

Expenses

Up

$12,446,377

Up $575,434 (+4.8%) from 2022

Net Income

Down

$2,235,776

Down $1,547,667 (-41%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2023

Assets$25,966,658
Liabilities$6,206,026
Net Assets$19,760,632
Open 2023 Filing

Operations Trend

Revenue Growth19th 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

2023

Revenue$14,682,153
Expenses$12,446,377
Net Income$2,235,776
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Gross Receipts
$15,102,254
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$17,045,769$19,760,632▲ $2,714,863
Investments in Publicly Traded Securities$13,657,829$14,860,560▲ $1,202,731
Cash and Non-Interest-Bearing Accounts$7,170,128$9,291,086▲ $2,120,958
Accounts Receivable$1,398,908$1,806,788▲ $407,880
Savings and Temporary Cash Investments$7,849$8,224▲ $375
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$22,257,864$25,966,658▲ $3,708,794
Other Assets Total$23,150$0▼ $23,150
Liabilities
Other Liabilities$4,973,700$5,939,000▲ $965,300
Accounts Payable and Accrued Expenses$238,395$267,026▲ $28,631
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$5,212,095$6,206,026▲ $993,931
Net Assets / Fund Balance
Total Net Assets Fund Balance$17,045,769$19,760,632▲ $2,714,863
Total Liabilities and Net Assets / Fund Balance$22,257,864$25,966,658▲ $3,708,794
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Brian HoltTrustee
Cody BrooksTrustee
Dave ThomasTrustee
Jack BellowsTrustee
Jacob ElrodTrustee
Richard CurtisTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,955,316
Investment Income
$726,837
Other Revenue
$0
Change in Net Assets
$2,235,776

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,682,153
Revenue Not Reported on Form 990
$479,087
Total Revenue per Audited Statements
$15,161,240
Total Revenue per Form 990
$14,682,153
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$246,043
Salaries, Compensation, and Employee Benefits$104,316
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$12,096,018
Other Salaries and Wages---$104,316
Fees for Services Other---$55,000
Office Expenses---$52,326
Fees for Services Legal---$34,651
Fees for Services Accounting---$33,312
Occupancy---$24,233
Fees for Service Investment Mgmnt Fees---$17,474
Insurance---$17,331
Conferences and Meetings---$7,506
Other Expenses---$2,480
Total Functional Expenses$0$0$0$12,446,377

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$12,446,377
Total Expenses per Audited Statements$11,481,077
Expenses per Audited Statements$6,507,377
Expenses Not Reported on Financial Statements$5,939,000
Other Expense Adjustments$5,939,000
Expenses Not Reported on Form 990$4,973,700
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$3,617,000
Accumulated Eligibility - Lag$2,322,000
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, 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, 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
2024-11-12
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
0
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. Part XII, Line 2D: December 31, 2022 Benefit Obligations $4,973,700 Part XII, Line 4B: December 31, 2023 Benefit Obligations $5,939,000”

Raw XML AppendixShowing 400 of 446 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherExpensesGrp/Desc1COMPUTER FEES
IRS990/OtherExpensesGrp/TotalAmt01730
IRS990/OtherExpensesGrp/TotalAmt12480
IRS990/OtherLiabilitiesGrp/BOYAmt04973700
IRS990/OtherLiabilitiesGrp/EOYAmt05939000
IRS990/OtherRevenueTotalAmt00
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1418473
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013536843
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1418473
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
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IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt015226758
IRS990/PYRevenuesLessExpensesAmt03783443
IRS990/PYSalariesCompEmpBnftPaidAmt098367
IRS990/PYTotalExpensesAmt011870943
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015654386
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
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IRS990/ReconcilationRevenueExpnssAmt02235776
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IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990ScheduleD/ExpensesSubtotalAmt06507377
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherExpensesIncludedAmt04973700
IRS990ScheduleD/OtherExpensesNotIncludedAmt05939000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02322000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13617000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCUMULATED ELIGIBILITY - LAG
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCUMULATED ELIGIBILITY - BANK
IRS990ScheduleD/RevenueNotReportedAmt0479087
IRS990ScheduleD/RevenueSubtotalAmt014682153
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. Part XII, Line 2D: December 31, 2022 Benefit Obligations $4,973,700 Part XII, Line 4B: December 31, 2023 Benefit Obligations $5,939,000
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
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IRS990ScheduleD/TotalLiabilityAmt05939000
IRS990ScheduleD/TotalRevenuePerForm990Amt014682153
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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, Line 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 12C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI, Line 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VII, Section A:
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0953142450
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C-CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PROVIDE ADMIN
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1None
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)
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IRS990ScheduleR/SharingOfFacilitiesInd0false
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IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0% allocation
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IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt025966658
IRS990/TotalAssetsGrp/BOYAmt022257864
IRS990/TotalAssetsGrp/EOYAmt025966658
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IRS990/TotalContributionsAmt00
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IRS990/TotalLiabilitiesEOYAmt06206026
IRS990/TotalLiabilitiesGrp/BOYAmt05212095
IRS990/TotalLiabilitiesGrp/EOYAmt06206026
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt013955316
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt014682153
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$25,966,658
Liabilities
$6,206,026
Net assets
$19,760,632
Revenue
$14,682,153
Expenses
$12,446,377
Net income
$2,235,776
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