Kern County Electrical Apprentice and Training Fund FY2020 filing

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To provide education and training of apprentices, journeymen and other personnel in the electrical construction industry.

Form 990 Part I, line 1, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 95-6053541) · Dispute this line
501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
The IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
The latest return is for FY2024, 2 tax years back.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $1.1M a year · 37% of revenue · last 5 filings
A surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
8.6 mo
of spending, in cash
Plus $9.0M in investments, Pt X · Ln 11–13
8.6 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$60K
0.4% of total assets
Liabilities are 0.4% of assets.
Pt X · Ln 26
Independent board members
6
of 6 voting members
6 of 6 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$1.9M
Spent
$1.1M
Net assets
$13.6M
By yearFY2020–FY2024
Revenue
$1.9M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.9M
FY2021$2.2M
FY2022$3.2M
FY2023$2.9M
FY2024$4.1M
Expenses
$1.1M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.1M
FY2021$1.4M
FY2022$1.6M
FY2023$2.2M
FY2024$2.8M
Net assets
$13.6M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$13.6M
FY2021$14.5M
FY2022$15.2M
FY2023$16.3M
FY2024$17.7M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Apr 1964.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

6 people listed on the 990.

Part VII, Section A · reportable compensation
Trustee
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2024FY2023FY2022FY2021
Anthony Ausbie$148,509$137,350$120,934$115,726

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Kern County Electrical Apprentice and Training Fund executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No

Programs and updates

Trains workers for the electrical construction industry.

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1 program · in their own filed words · FY2020
01

To provide education and training to apprentices, journeymen and other personnel in the electrical construction industry.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 95-6053541) · Dispute this line
Pt IX · Ln 25 · col B

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.9M
Ln 12
Fees for servicesLn 2g$1.3M
Gifts and grantsLn 1h$323K
Investment incomeLn 3$274K
Money outPt IX
$1.1M
Ln 25
Owns and owesPt X
$13.6M
net assets · Ln 32
Cash and savingsLn 1–2$783K
Total assetsLn 16$13.6M
LiabilitiesLn 26$60K
PeoplePt VI, VII
6
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$323K
Government grantsLn 1e$323K
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$274K
Other incomeLn 4–11$76K
Gains on assetsLn 7$0
Total revenueLn 12$1.9M
Assets in detailPt X, end of year
CashLn 1$777K
SavingsLn 2$6K
Cash and savings togetherLn 1–2$783K
Pledges and grants receivableLn 3$147K
Accounts receivableLn 4$74K
Land, buildings, equipmentLn 10c$3.6M
InvestmentsLn 11–13$9.0M
Other assetsLn 15$27K
Total assetsLn 16$13.6M
LiabilitiesLn 26$60K
Net assetsLn 32$13.6M
OperationsPt I, VI
EmployeesI 59
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$566K$783K
InvestmentsLn 11–13$8.0M$9.0M
Land, buildings, equipmentLn 10c$3.8M$3.6M
Total assetsLn 16$12.5M$13.6M
LiabilitiesLn 26$53K$60K
Net assetsLn 32$12.5M$13.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of officers and key staff (Part IX, line 5)Ln 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$601K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$37K
Management feesLn 11a$0
Legal feesLn 11b$13K
Accounting feesLn 11c$21K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$7K
Other fees for servicesLn 11g$4K
Advertising and promotionLn 12$0
Office expensesLn 13$65K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$12K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$5K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$133K
InsuranceLn 23$27K
Other expenses (24a–d)Ln 24$135K
All other expensesLn 24e$32K
Total functional expensesLn 25$1.1M

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 10, 2025 $4.1M$2.8M$1.3M$17.7M 990 PDF
FY2023Filed with the IRS Nov 13, 2024 $2.9M$2.2M$720K$16.3M 990 PDF
FY2022Filed with the IRS Nov 11, 2023 $3.2M$1.6M$1.7M$15.2M 990 PDF
FY2021Filed with the IRS Nov 12, 2022 $2.2M$1.4M$763K$14.5M 990 PDF
FY2020 ViewingFiled with the IRS Nov 15, 2021 $1.9M$1.1M$839K$13.6M 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2020 990
Part I · Summary $1,930,203 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$322,503
I-9 Program service revenuePrior year $1,559,497$1,257,509
I-10 Investment incomePrior year $382,274$274,068
I-11 Other revenuePrior year $166,584$76,123
I-12 Total revenuePrior year $2,108,355$1,930,203
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $705,019$637,417
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $417,287$454,164
I-18 Total expensesPrior year $1,122,306$1,091,581
I-19 Revenue less expensesPrior year $986,049$838,622
Part VI · Governance 6 of 6 board members independent, 1 to look at
VI-1a Voting members of the governing body6
VI-1b Independent voting members6
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,930,203 across 10 lines filed
VIII-1e Government grants$322,503
VIII-1h Total contributions, gifts and grants$322,503
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,257,509 · Unrelated business $0 · Excluded from tax $0$1,257,509
VIII-3 Investment incomeRelated to mission $0 · Unrelated business $0 · Excluded from tax $274,068$274,068
VIII-5 Royalties$0
VIII-6 Net rental income or lossRelated to mission $61,697 · Unrelated business $0 · Excluded from tax $0$61,697
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $14,426$14,426
VIII-12 Total revenueRelated to mission $1,333,632 · Unrelated business $0 · Excluded from tax $274,068$1,930,203
Part IX · Statement of functional expenses $1,091,581 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of officers and key staff (Part IX, line 5)$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$600,507
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxes$36,910
IX-11a Management fees$0
IX-11b Legal fees$13,078
IX-11c Accounting fees$20,551
IX-11d Lobbying fees$0
IX-11f Investment management fees$7,250
IX-11g Other fees for services$4,125
IX-12 Advertising and promotion$0
IX-13 Office expenses$64,643
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$11,583
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$5,396
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$133,209
IX-23 Insurance$26,730
IX-24 Other expenses (24a–d)$135,256
IX-24e All other expenses$32,343
IX-25 Total functional expenses$1,091,581
Part X · Balance sheet $13,647,677 assets, 31 lines filed
X-1 Cash, non-interest-bearingStart of year $560,678$776,980
X-2 Savings and temporary cash investmentsStart of year $5,731$5,772
X-3 Pledges and grants receivableStart of year $0$147,290
X-4 Accounts receivableStart of year $142,232$74,396
X-5 Loans to officers and key peopleStart of year $0$0
X-6 Loans to other insidersStart of year $0$0
X-7 Notes and loans receivableStart of year $0$0
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $8,565$0
X-10c Land, buildings and equipment, netStart of year $3,751,623$3,638,387
X-11 Publicly traded securitiesStart of year $8,038,352$8,978,332
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $29,246$26,520
X-16 Total assetsStart of year $12,536,427$13,647,677
X-17 Accounts payable and accrued expensesStart of year $52,854$60,448
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-21 Escrow or custodial accountsStart of year $0$0
X-22 Loans from officers and insidersStart of year $0$0
X-23 Secured mortgages and notes payableStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$0
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $52,854$60,448
X-29 Capital stock or trust principalStart of year $0$0
X-30 Paid-in or capital surplusStart of year $0$0
X-31 Retained earnings or endowmentStart of year $12,483,573$13,587,229
X-32 Total net assets or fund balancesStart of year $12,483,573$13,587,229
X-33 Total liabilities and net assetsStart of year $12,536,427$13,647,677
Part XI · Reconciliation of net assets $13,587,229 net assets at year end
XI-1 Total revenue$1,930,203
XI-2 Total expenses$1,091,581
XI-3 Revenue less expenses$838,622
XI-4 Net assets at start of year$12,483,573
XI-5 Net unrealized gains (losses) on investments$263,558
XI-8 Prior period adjustments$1,476
XI-10 Net assets at end of year$13,587,229

Form 990 e-file FY2020 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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