KERN COUNTY ELECTRICAL HEALTH AND WELFARE FUND
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Cite this
Plain text KERN COUNTY ELECTRICAL HEALTH AND WELFARE FUND. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/kern-county-electrical-health-and-welfare-fund-956053542. Retrieved 2026-11-09.
APA furp.org. (n.d.). KERN COUNTY ELECTRICAL HEALTH AND WELFARE FUND [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 9, 2026, from https://furp.org/org/kern-county-electrical-health-and-welfare-fund-956053542
MLA “KERN COUNTY ELECTRICAL HEALTH AND WELFARE FUND.” furp.org, tax years 2010–2024, https://furp.org/org/kern-county-electrical-health-and-welfare-fund-956053542. Accessed 9 Nov. 2026.
Retrieved 2026-11-09; covers tax years 2010–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $19.6M · expenses $16.8M · assets $30.8M
- Also known as
- Health and Welfare Trust
- EIN
- 95-6053542
- Address
- 3805 N SILLECT AVE, BAKERSFIELD, CA 93308-6330
- NTEE code
- Y43 Voluntary Employees Beneficiary Associations (Non-Government) (Mutual and Membership Benefit) inferred (by a small language model from the name and 990 text, confidence 0.90; not an IRS classification)
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (association)
- Ruling date
- February 1957 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- No
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO PROVIDE HEALTH, DENTAL, LIFE, AND AD&D FOR PLAN PARTICIPANTS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
2 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Daniel J Kane (former) | TRUSTEE | 2010-2012 | $122,647 | $122,647 | 2 |
| James Elrod (former) | CHAIRMAN | 2010-2019 | $0 | $112,208 | 3 |
Officers and directors, no compensation reported
14 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Brian Holt | TRUSTEE | 2012-2024 | 1 | $0 reported | 4 |
| Jacob Elrod | TRUSTEE | 2021-2024 | 1 | $0 reported | 4 |
| Cody Brooks | TRUSTEE | 2018-2024 | 1 | $0 reported | 7 |
| Jack Bellows | TRUSTEE | 2017-2024 | 1 | $0 reported | 3 |
| Richard Curtis | TRUSTEE | 2022-2024 | 1 | $0 reported | 4 |
| Dave Thomas | TRUSTEE | 2021-2024 | 1 | $0 reported | 3 |
| Paul White (former) | TRUSTEE | 2010-2021 | 1 | $0 reported | 3 |
| Tony Urzanqui (former) | TRUSTEE | 2013-2020 | 1 | $0 reported | 2 |
| Jim S Elrod (former) | TRUSTEE | 2020 | 1 | $0 reported | 2 |
| Dylan Woodard (former) | TRUSTEE | 2017 | 2 | $0 reported | 3 |
| Carl Jarrett (former) | TRUSTEE | 2010-2017 | 2 | $0 reported | 2 |
| James Chilko (former) | TRUSTEE | 2010-2016 | 2 | $0 reported | 4 |
| Don Rush (former) | TRUSTEE | 2010-2011 | 2 | $0 reported | 2 |
| Rodney Bailey (former) | TRUSTEE | 2010 | 2 | $0 reported | 2 |
People by year
2024 · 6 people listed · none paid · 10 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CODY BROOKS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| JACK BELLOWS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| RICHARD CURTIS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| BRIAN HOLT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| DAVE THOMAS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JACOB ELROD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
2023 · 6 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CODY BROOKS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| JACK BELLOWS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| RICHARD CURTIS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| BRIAN HOLT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| DAVE THOMAS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JACOB ELROD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
2022 · 6 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CODY BROOKS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| JACK BELLOWS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| RICHARD CURTIS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| BRIAN HOLT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| DAVE THOMAS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JACOB ELROD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
2021 · 6 people listed · none paid · 6 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CODY BROOKS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| JACK BELLOWS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| PAUL G WHITE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| BRIAN HOLT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| DAVE THOMAS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| JACOB ELROD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
2020 · 6 people listed · none paid · 3 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CODY BROOKS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 7 |
| JACK BELLOWS | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| PAUL G WHITE | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3 |
| BRIAN HOLT | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| TONY URZANQUI | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
| JIM S ELROD | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 2 |
2019 · 6 people listed · none paid · 0 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES ELROD | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 3 |
| CODY BROOKS | SECRETARY-TREASURER | 2 | $0 | $0 | $0 | $0 | 7 |
| BRIAN HOLT | UNION TURSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| TONY URZANQUI | UNION TURSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| PAUL WHITE | MANAGEMENT TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| JACK BELLOWS | MANAGEMENT TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
2018 · 6 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PAUL WHITE | MANAGEMENT TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| JACK BELLOWS | MANAGEMENT TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| CODY BROOKS | MANAGEMENT TRUSTEE | 2 | $0 | $0 | $0 | $0 | 7 |
| JAMES ELROD | UNION TURSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| BRIAN HOLT | UNION TURSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| TONY URZANQUI | UNION TURSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
2017 · 7 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DYLAN WOODARD | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| PAUL WHITE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| CARL JARRETT | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JAMES ELROD | TRUSTEE-UNION | 2 | $0 | $0 | $0 | $0 | 3 |
| BRIAN HOLT | TRUSTEE-UNION | 2 | $0 | $0 | $0 | $0 | 4 |
| TONY URZANQUI | TRUSTEE-UNION | 2 | $0 | $0 | $0 | $0 | 2 |
| JACK BELLOWS | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
2016 · 6 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES CHILKO | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| PAUL WHITE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| CARL JARRETT | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JAMES ELROD | TRUSTEE-UNION | 2 | $0 | $0 | $0 | $0 | 3 |
| BRIAN HOLT | TRUSTEE-UNION | 2 | $0 | $0 | $0 | $0 | 4 |
| TONY URZANQUI | TRUSTEE-UNION | 2 | $0 | $0 | $0 | $0 | 2 |
2015 · 6 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES CHILKO | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| PAUL WHITE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| CARL JARRETT | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JAMES ELROD | TRUSTEE-UNION | 2 | $0 | $0 | $0 | $0 | 3 |
| BRIAN HOLT | TRUSTEE-UNION | 2 | $0 | $0 | $0 | $0 | 4 |
| TONY URZANQUI | TRUSTEE-UNION | 2 | $0 | $0 | $0 | $0 | 2 |
2014 · 6 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES CHILKO | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| PAUL WHITE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| CARL JARRETT | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JAMES ELROD | TRUSTEE-UNION | 2 | $0 | $0 | $0 | $0 | 3 |
| BRIAN HOLT | TRUSTEE-UNION | 2 | $0 | $0 | $0 | $0 | 4 |
| TONY URZANQUI | TRUSTEE-UNION | 2 | $0 | $0 | $0 | $0 | 2 |
2013 · 6 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JAMES CHILKO | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| PAUL WHITE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| CARL JARRETT | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JAMES ELROD | TRUSTEE-UNION | 2 | $0 | $0 | $0 | $0 | 3 |
| BRIAN HOLT | TRUSTEE-UNION | 2 | $0 | $0 | $0 | $0 | 4 |
| TONY URZANQUI | TRUSTEE-UNION | 2 | $0 | $0 | $0 | $0 | 2 |
2012 · 6 people listed · 2 paid, $235K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DANIEL J KANE | TRUSTEE | 2 | $0 | $106,868 | $15,779 | $122,647 | 2 |
| JAMES ELROD | TRUSTEE | 2 | $0 | $95,773 | $16,435 | $112,208 | 3 |
| JAMES CHILKO | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| PAUL WHITE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| CARL JARRETT | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| BRIAN HOLT | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
2011 · 6 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DON RUSH | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JAMES CHILKO | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| PAUL WHITE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| CARL JARRETT | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JAMES ELROD | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| DANIEL J KANE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
2010 · 7 people listed · none paid · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DON RUSH | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JAMES CHILKO | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 4 |
| PAUL WHITE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
| CARL JARRETT | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| RODNEY BAILEY | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| DANIEL J KANE | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 2 |
| JAMES ELROD | TRUSTEE | 2 | $0 | $0 | $0 | $0 | 3 |
Highest-paid independent contractors
2022 · 1 contractor · $101K
| Name | Location | Service | Paid |
|---|---|---|---|
| SEGAL COMPANY | SAN FRANCISCO, CA | CONSULTING | $101,000 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $19,644,964 | $16,812,050 | $30,782,168 | $23,122,547 | $0 | $18,923,420 | $0 | 10 | 0 |
| 2023 · Form 990 | ||||||||
| $14,682,153 | $12,446,377 | $25,966,658 | $19,760,632 | $0 | $13,955,316 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $15,654,386 | $11,870,943 | $22,257,864 | $17,045,769 | $0 | $15,226,758 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $11,750,300 | $10,353,949 | $20,101,084 | $15,439,176 | $0 | $11,447,931 | $0 | 6 | 0 |
| 2020 · Form 990 | ||||||||
| $10,405,147 | $9,566,188 | $17,977,791 | $13,840,525 | $0 | $9,966,673 | $0 | 3 | 0 |
| 2019 · Form 990 | ||||||||
| $10,969,124 | $9,821,264 | $16,289,134 | $12,578,360 | $0 | $10,282,573 | $0 | 0 | 6 |
| 2018 · Form 990 | ||||||||
| $9,126,021 | $8,506,688 | $14,551,130 | $11,175,338 | $0 | $8,794,222 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $8,979,113 | $8,057,792 | $15,666,517 | $10,819,750 | $0 | $8,830,595 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $13,815,665 | $9,755,099 | $13,531,499 | $9,760,800 | $0 | $13,687,362 | $0 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $8,674,933 | $6,670,582 | $8,220,243 | $5,651,334 | $0 | $8,595,542 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $8,359,957 | $6,915,922 | $6,362,237 | $3,697,372 | $0 | $8,306,080 | $0 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $7,297,255 | $6,361,260 | $4,819,066 | $2,257,659 | $0 | $7,207,282 | $0 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $5,964,005 | $6,629,043 | $4,208,682 | $1,354,244 | $0 | $5,920,698 | $0 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $5,466,178 | $5,561,616 | $4,092,925 | $2,000,188 | $0 | $5,416,477 | $0 | 0 | 0 |
| 2010 · Form 990 | ||||||||
| $5,133,269 | $5,206,785 | $4,032,327 | $2,116,018 | $0 | $5,067,825 | $0 | 0 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- KERN COUNTY ELECTRICAL APPRENTICE AND TRAINING FUND Bakersfield, CA · 6 people in common (Brian Holt, Cody Brooks, Dave Thomas) · related organization (Schedule R)
- KERN COUNTY IBEW NECA LABOR MANAGEMENT COOPERATION COMMITTEE Bakersfield, CA · 5 people in common (Brian Holt, Cody Brooks, Dave Thomas)
- NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION INC KERN CHAPTER Bakersfield, CA · 3 people in common (Cody Brooks, Jack Bellows, Richard Curtis)
- INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS Bakersfield, CA · 2 people in common (Brian Holt, Jacob Elrod)
- NECA HEALTH TRUST San Jose, CA · 1 person in common (Cody Brooks)
- ELECTRICAL CONTRACTORS OF CALIFORNIA TRUST Pasadena, CA · 1 person in common (Cody Brooks)
- ELECTRICAL INDUSTRY SAFETY CORPORATION Mesa, AZ · 1 person in common (Cody Brooks)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| BAKERS HEALTH AND WELFARE FUND | CA | Y43 | $13,779,824 | $13,654,472 | Chair | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| PIPE TRADES DISTRICT COUNCIL-36 HEALTH AND WELFARE TRUST FUND | CA | Y43 | $28,915,951 | $27,897,944 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| HOTEL AND RESTAURANT EMPLOYEES HEALTH & WELFARE TRUST FUND | CA | Y43 | $22,231,065 | $21,276,068 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| ELECTRICAL WORKERS HEALTH & WELFARE TRUST FUND FOR CONTRA COSTA COUNTY | CA | Y43 | $25,217,156 | $29,592,860 | Chairman | $231,007 | Same NTEE code Y43, revenue within 2x, same state, similar name |
| UFCW-HAWAII FOOD EMPLOYERS HEALTH AND WELFARE TR FUND | CA | Y43 | $23,395,200 | $18,641,449 | LABOR TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| WELFARE FUND LOCAL NO16 I A T S E | CA | Y43 | $16,163,869 | $14,530,270 | CHAIRMAN | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| IPM HEALTH AND WELFARE TRUST OF CALIFORNIA | CA | Y43 | $15,391,526 | $15,160,382 | ADMINISTRATOR | $231,118 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| INLAND EMPIRE IBEW-NECA HEALTH & WELFARE TR ELEC WORKERS AFL-CIO | CA | Y43 | $14,329,270 | $13,777,261 | UNION TRUSTEE | $252,383 | Same NTEE code Y43, revenue within 2x, same state |
| ILWU WAREHOUSE WELFARE TRUST | CA | Y43 | $12,384,375 | $12,533,259 | CHAIRMAN | $7,200 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| SOUTHERN CA BAKERY DRIVERS' SECURITY FUND | CA | Y43 | $22,193,824 | $22,313,775 | TRUSTEE - PAST | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| ASSOCIATED BUILDERS & CONTRACTORS INC | CA | Y43 | $23,749,101 | $24,148,501 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| UNION ROOFERS HEALTH AND WELFARE FUND | CA | Y43 | $24,398,448 | $18,581,214 | FUND MANAGER | $142,116 | Same NTEE code Y43, revenue within 2x, same state |
| ROBERT F KENNEDY FARM WORKERS MEDICAL PLAN | CA | Y43 | $23,857,619 | $25,281,307 | ADMINISTRATO | $60,761 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| ORANGE COUNTY EMPLOYEES ASSOCIATION BENEFIT PLANS | CA | Y43 | $19,067,603 | $16,890,137 | Chair - TERM. 9/2024 | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| CALIFORNIA TEACHERS ASSOCIATION EMP HEALTH & WEL BENEFITS TR 011994 | CA | Y43 | $31,644,522 | $31,744,459 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state, similar mission |
| UTAH PIPE TRADES WELFARE TRUST FUND | CA | Y43 | $21,366,485 | $22,697,088 | trustee | $0 | Same NTEE code Y43, revenue within 2x, same state |
| SEIU LOCAL 2015 LONG TERM CARE WORKERS HEALTH TRUST FUND | CA | Y43 | $12,484,196 | $11,991,802 | TRUSTEE | $261,660 | Same NTEE code Y43, revenue within 2x, same state |
| NORTHERN CALIFORNIA SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH AND | CA | Y43 | $13,959,337 | $16,529,341 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| HELIX ELECTRIC HEALTH AND WELFARE INSURANCE TRUST | CA | Y43 | $26,948,019 | $24,216,195 | TRUSTEE | $190,909 | Same NTEE code Y43, revenue within 2x, same state, similar name |
| INSULATORS & ASBESTOS INDUSTRY OF NORTHERN CA & LOCAL UNION 16 HEALT | CA | Y43 | $14,619,590 | $13,873,952 | CHAIRMAN | $0 | Same NTEE code Y43, revenue within 2x, same state |
| SOUTHBAY TEAMSTERS & EMPLOYERS HEALTH & WELFARE AND RELATED BEN | CA | Y43 | $13,615,649 | $14,834,542 | TRUSTEE | $0 | Same NTEE code Y43, revenue within 2x, same state |
| CUBIC CORPORATION EMPLOYEE WELFARE | CA | Y43 | $28,948,619 | $28,954,348 | TRUSTEE | $6,118 | Same NTEE code Y43, revenue within 2x, same state |
| CEMENT MASONS VACATION HOLIDAY TRUST FUND FOR NORTHERN CALIFORNIA | CA | Y43 | $20,910,573 | $20,863,130 | TRUSTEE | $234,091 | Same NTEE code Y43, revenue within 2x, same state |
| SAN ANTONIO COMMUNITY HOSPITAL HEALTH CARE SERVICE PLAN | CA | Y43 | $20,555,473 | $20,515,430 | President/CEO | $1,110,967 | Same NTEE code Y43, revenue within 2x, same state |
| SOUTHERN CA PIPE TRADES PENSIONERS & SURVIVING SPOUSES HEALTH TRUST | CA | Y43 | $15,984,930 | $13,758,753 | CO-CHAIR - UNION | $338,289 | Same NTEE code Y43, revenue within 2x, same state |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Total given | Grants | Organizations funded | Type | Years | Which ones |
|---|---|---|---|---|---|---|
| INLAND EMPIRE COMMUNITY FOUNDATION | $20,000 | 1 | 1 | DAF sponsor | 2020–2020 | SAN ANTONIO COMMUNITY HOSPITAL HEALTH CARE SERVICE PLAN |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $16,812,050 spent · pay $136,275 · grants $0 · events $1,687
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $16,379,463 | - | - | - | 97.4% | |
| Other salaries and wages | $136,275 | - | - | - | 0.8% | |
| Fees: other services | $103,268 | - | - | - | 0.6% | |
| Fees: accounting | $60,477 | - | - | - | 0.4% | |
| Fees: legal | $43,319 | - | - | - | 0.3% | |
| Occupancy | $26,282 | - | - | - | 0.2% | |
| Office expenses | $22,174 | - | - | - | 0.1% | |
| Fees: investment management | $21,542 | - | - | - | 0.1% | |
| Insurance | $13,646 | - | - | - | 0.1% | |
| Other (as described) | COMPUTER FEES | $2,580 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $1,687 | - | - | - | 0.0% | |
| Other (as described) | BANK CHARGES | $1,337 | - | - | - | 0.0% |
| Total | $16,812,050 | 100% |
2023 · Form 990 · $12,446,377 spent · pay $104,316 · grants $0 · events $7,506
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $12,096,018 | - | - | - | 97.2% | |
| Other salaries and wages | $104,316 | - | - | - | 0.8% | |
| Fees: other services | $55,000 | - | - | - | 0.4% | |
| Office expenses | $52,326 | - | - | - | 0.4% | |
| Fees: legal | $34,651 | - | - | - | 0.3% | |
| Fees: accounting | $33,312 | - | - | - | 0.3% | |
| Occupancy | $24,233 | - | - | - | 0.2% | |
| Fees: investment management | $17,474 | - | - | - | 0.1% | |
| Insurance | $17,331 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $7,506 | - | - | - | 0.1% | |
| Other (as described) | COMPUTER FEES | $2,480 | - | - | - | 0.0% |
| Other (as described) | BANK CHARGES | $1,730 | - | - | - | 0.0% |
| Total | $12,446,377 | 100% |
2022 · Form 990 · $11,870,943 spent · pay $98,367 · grants $0 · events $5,280
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $11,486,366 | - | - | - | 96.8% | |
| Fees: other services | $101,000 | - | - | - | 0.9% | |
| Other salaries and wages | $98,367 | - | - | - | 0.8% | |
| Fees: accounting | $49,916 | - | - | - | 0.4% | |
| Office expenses | $36,235 | - | - | - | 0.3% | |
| Fees: legal | $27,235 | - | - | - | 0.2% | |
| Occupancy | $25,724 | - | - | - | 0.2% | |
| Fees: investment management | $17,250 | - | - | - | 0.1% | |
| Insurance | $16,355 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $5,280 | - | - | - | 0.0% | |
| Other (as described) | COMPUTER FEES | $4,340 | - | - | - | 0.0% |
| Other (as described) | BANK CHARGES | $2,875 | - | - | - | 0.0% |
| Total | $11,870,943 | 100% |
2021 · Form 990 · $10,353,949 spent · pay $107,759 · grants $0 · events $2,441
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $10,008,112 | - | - | - | 96.7% | |
| Other salaries and wages | $107,759 | - | - | - | 1.0% | |
| Fees: other services | $80,661 | - | - | - | 0.8% | |
| Office expenses | $36,981 | - | - | - | 0.4% | |
| Fees: legal | $30,547 | - | - | - | 0.3% | |
| Occupancy | $27,314 | - | - | - | 0.3% | |
| Fees: investment management | $18,329 | - | - | - | 0.2% | |
| Fees: accounting | $18,057 | - | - | - | 0.2% | |
| Insurance | $17,862 | - | - | - | 0.2% | |
| Other (as described) | BANK CHARGES | $2,966 | - | - | - | 0.0% |
| Conferences, conventions and meetings | $2,441 | - | - | - | 0.0% | |
| Other (as described) | COMPUTER FEES | $2,420 | - | - | - | 0.0% |
| Other (as described) | MISCELLANEOUS | $500 | - | - | - | 0.0% |
| Total | $10,353,949 | 100% |
2020 · Form 990 · $9,566,188 spent · pay $100,501 · grants $0 · events $14,827
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $9,189,783 | - | - | - | 96.1% | |
| Other salaries and wages | $100,501 | - | - | - | 1.1% | |
| Fees: other services | $71,544 | - | - | - | 0.7% | |
| Fees: legal | $35,636 | - | - | - | 0.4% | |
| Fees: accounting | $34,261 | - | - | - | 0.4% | |
| Office expenses | $32,034 | - | - | - | 0.3% | |
| Insurance | $29,941 | - | - | - | 0.3% | |
| Occupancy | $25,481 | - | - | - | 0.3% | |
| Fees: investment management | $17,250 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $14,827 | - | - | - | 0.2% | |
| Other (as described) | MISCELLANEOUS | $9,894 | - | - | - | 0.1% |
| Other (as described) | COMPUTER FEES | $3,000 | - | - | - | 0.0% |
| Other (as described) | BANK CHARGES | $2,036 | - | - | - | 0.0% |
| Total | $9,566,188 | 100% |
2019 · Form 990 · $9,821,264 spent · pay $0 · grants $0 · events $9,828
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $9,501,583 | - | - | - | 96.7% | |
| Fees: management | $82,284 | - | - | - | 0.8% | |
| Fees: other services | $81,437 | - | - | - | 0.8% | |
| Fees: legal | $26,074 | - | - | - | 0.3% | |
| Occupancy | $25,138 | - | - | - | 0.3% | |
| Information technology | $19,461 | - | - | - | 0.2% | |
| Insurance | $18,589 | - | - | - | 0.2% | |
| Fees: accounting | $15,959 | - | - | - | 0.2% | |
| Depreciation and depletion | $15,796 | - | - | - | 0.2% | |
| Fees: investment management | $12,938 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $9,828 | - | - | - | 0.1% | |
| Other (as described) | MAINTENANCE AND REPAIRS | $3,709 | - | - | - | 0.0% |
| Other (as described) | TELEPHONE | $3,388 | - | - | - | 0.0% |
| Office expenses | $1,530 | - | - | - | 0.0% | |
| Other (as described) | POSTAGE | $1,401 | - | - | - | 0.0% |
| Other (as described) | BANK CHARGES | $1,164 | - | - | - | 0.0% |
| All other expenses | $985 | - | - | - | 0.0% | |
| Total | $9,821,264 | 100% |
2018 · Form 990 · $8,506,688 spent · pay $0 · grants $0 · events $12,655
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $8,208,221 | - | - | - | 96.5% | |
| Fees: management | $82,578 | - | - | - | 1.0% | |
| Fees: other services | $59,161 | - | - | - | 0.7% | |
| Occupancy | $25,051 | - | - | - | 0.3% | |
| Fees: legal | $23,905 | - | - | - | 0.3% | |
| Information technology | $20,008 | - | - | - | 0.2% | |
| Fees: investment management | $18,083 | - | - | - | 0.2% | |
| Fees: accounting | $17,598 | - | - | - | 0.2% | |
| Other (as described) | DEPRECIATION - ALLOCATE | $14,521 | - | - | - | 0.2% |
| Insurance | $14,270 | - | - | - | 0.2% | |
| Conferences, conventions and meetings | $12,655 | - | - | - | 0.1% | |
| Other (as described) | MAINTENANCE AND REPAIRS | $4,288 | - | - | - | 0.1% |
| Office expenses | $3,096 | - | - | - | 0.0% | |
| Other (as described) | POSTAGE | $1,675 | - | - | - | 0.0% |
| Other (as described) | TELEPHONE | $1,152 | - | - | - | 0.0% |
| All other expenses | $426 | - | - | - | 0.0% | |
| Total | $8,506,688 | 100% |
2017 · Form 990 · $8,057,792 spent · pay $0 · grants $0 · events $4,113
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $7,782,728 | $7,782,728 | - | - | 96.6% | |
| Fees: management | $80,590 | - | $80,590 | - | 1.0% | |
| Fees: other services | $61,428 | $47,000 | $14,428 | - | 0.8% | |
| Occupancy | $29,742 | - | $29,742 | - | 0.4% | |
| Fees: legal | $24,603 | - | $24,603 | - | 0.3% | |
| Fees: accounting | $17,353 | - | $17,353 | - | 0.2% | |
| Fees: investment management | $17,250 | - | $17,250 | - | 0.2% | |
| Insurance | $13,906 | - | $13,906 | - | 0.2% | |
| Other (as described) | DEPRECIATION - ALLOCATE | $13,667 | - | $13,667 | - | 0.2% |
| Information technology | $6,103 | - | $6,103 | - | 0.1% | |
| Conferences, conventions and meetings | $4,113 | - | $4,113 | - | 0.1% | |
| Office expenses | $2,885 | - | $2,885 | - | 0.0% | |
| Other (as described) | POSTAGE | $2,012 | - | $2,012 | - | 0.0% |
| Other (as described) | TELEPHONE | $1,004 | - | $1,004 | - | 0.0% |
| Other (as described) | TAXES AND FEES | $408 | - | $408 | - | 0.0% |
| Total | $8,057,792 | 100% |
2016 · Form 990 · $9,755,099 spent · pay $0 · grants $0 · events $4,282
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $9,500,988 | $9,500,988 | - | - | 97.4% | |
| Fees: management | $71,999 | - | $71,999 | - | 0.7% | |
| Fees: other services | $54,857 | $45,500 | $9,357 | - | 0.6% | |
| Occupancy | $24,968 | - | $24,968 | - | 0.3% | |
| Fees: legal | $24,210 | - | $24,210 | - | 0.2% | |
| Fees: investment management | $20,229 | - | $20,229 | - | 0.2% | |
| Fees: accounting | $16,580 | - | $16,580 | - | 0.2% | |
| Insurance | $16,162 | - | $16,162 | - | 0.2% | |
| Office expenses | $6,804 | - | $6,804 | - | 0.1% | |
| Information technology | $5,212 | - | $5,212 | - | 0.1% | |
| Other (as described) | DEPRECIATION - ALLOCATE | $4,985 | - | $4,985 | - | 0.1% |
| Conferences, conventions and meetings | $4,282 | - | $4,282 | - | 0.0% | |
| Other (as described) | POSTAGE | $2,434 | - | $2,434 | - | 0.0% |
| Other (as described) | TELEPHONE | $985 | - | $985 | - | 0.0% |
| Other (as described) | TAXES AND FEES | $404 | - | $404 | - | 0.0% |
| Total | $9,755,099 | 100% |
2015 · Form 990 · $6,670,582 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $6,425,674 | $6,425,674 | - | - | 96.3% | |
| Fees: other services | $176,356 | $44,000 | $132,356 | - | 2.6% | |
| Fees: legal | $23,359 | - | $23,359 | - | 0.4% | |
| Fees: investment management | $19,323 | - | $19,323 | - | 0.3% | |
| Insurance | $12,806 | - | $12,806 | - | 0.2% | |
| Fees: accounting | $10,180 | - | $10,180 | - | 0.2% | |
| Information technology | $2,200 | - | $2,200 | - | 0.0% | |
| Office expenses | $684 | - | $684 | - | 0.0% | |
| Total | $6,670,582 | 100% |
2014 · Form 990 · $6,915,922 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $6,533,845 | $6,533,845 | - | - | 94.5% | |
| Fees: other services | $172,753 | $51,322 | $121,431 | - | 2.5% | |
| Fees: legal | $157,143 | - | $157,143 | - | 2.3% | |
| Fees: investment management | $19,992 | - | $19,992 | - | 0.3% | |
| Insurance | $14,037 | - | $14,037 | - | 0.2% | |
| Fees: accounting | $9,122 | - | $9,122 | - | 0.1% | |
| Office expenses | $6,850 | - | $6,850 | - | 0.1% | |
| Information technology | $2,180 | - | $2,180 | - | 0.0% | |
| Total | $6,915,922 | 100% |
2013 · Form 990 · $6,361,260 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $6,130,886 | $6,130,886 | - | - | 96.4% | |
| Fees: other services | $158,233 | $53,500 | $104,733 | - | 2.5% | |
| Fees: legal | $37,381 | - | $37,381 | - | 0.6% | |
| Depreciation and depletion | $12,650 | - | $12,650 | - | 0.2% | |
| Fees: investment management | $10,928 | - | $10,928 | - | 0.2% | |
| Fees: accounting | $8,400 | - | $8,400 | - | 0.1% | |
| Information technology | $2,725 | - | $2,725 | - | 0.0% | |
| Office expenses | $57 | - | $57 | - | 0.0% | |
| Total | $6,361,260 | 100% |
2012 · Form 990 · $6,629,043 spent · pay $0 · grants $0 · events $255
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $6,403,440 | $6,403,440 | - | - | 96.6% | |
| Fees: management | $113,087 | - | $113,087 | - | 1.7% | |
| Fees: other services | $58,500 | - | $58,500 | - | 0.9% | |
| Fees: legal | $22,997 | - | $22,997 | - | 0.3% | |
| Fees: accounting | $14,403 | - | $14,403 | - | 0.2% | |
| Insurance | $14,139 | - | $14,139 | - | 0.2% | |
| Information technology | $2,180 | - | $2,180 | - | 0.0% | |
| Conferences, conventions and meetings | $255 | - | $255 | - | 0.0% | |
| Office expenses | $42 | - | $42 | - | 0.0% | |
| Total | $6,629,043 | 100% |
2011 · Form 990 · $5,561,616 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $5,369,441 | $5,369,441 | - | - | 96.5% | |
| Other (as described) | ADMINISTRATIVE FEES | $105,160 | - | $105,160 | - | 1.9% |
| Other (as described) | ACTUARY/CONSULTING FEES | $40,687 | $40,687 | - | - | 0.7% |
| Fees: legal | $21,146 | - | $21,146 | - | 0.4% | |
| Other (as described) | INSURANCE | $10,404 | $10,404 | - | - | 0.2% |
| Fees: accounting | $7,407 | - | $7,407 | - | 0.1% | |
| Other (as described) | COMPLIANCE VERIFICATION | $4,199 | - | $4,199 | - | 0.1% |
| All other expenses | $2,677 | $497 | $2,180 | - | 0.0% | |
| Office expenses | $495 | $495 | - | - | 0.0% | |
| Total | $5,561,616 | 100% |
2010 · Form 990 · $5,206,785 spent · pay $0 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $5,004,506 | $5,004,506 | - | - | 96.1% | |
| Other (as described) | ADMINISTRATIVE FEES | $101,481 | - | $101,481 | - | 1.9% |
| Other (as described) | ACTUARY/CONSULTING FEES | $49,735 | $49,735 | - | - | 1.0% |
| Fees: legal | $20,871 | - | $20,871 | - | 0.4% | |
| Other (as described) | INSURANCE | $13,765 | $13,765 | - | - | 0.3% |
| Fees: accounting | $7,054 | - | $7,054 | - | 0.1% | |
| Other (as described) | COMPLIANCE VERIFICATION | $3,477 | - | $3,477 | - | 0.1% |
| Other (as described) | COMPUTER CONSULTING FEE | $2,137 | - | $2,137 | - | 0.0% |
| All other expenses | $1,932 | $1,932 | - | - | 0.0% | |
| Office expenses | $1,827 | - | $1,827 | - | 0.0% | |
| Total | $5,206,785 | 100% |
State business registration
- BOARD OF TRUSTEES, KERN COUNTY ELECTRICAL WORKERS CA, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025
The same business name in the same state, from the state’s official registry data.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | BOARD OF TRUSTEES, KERN COUNTY ELECTRICAL WORKERS | CA | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
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