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← MILWAUKEE ELECTRICAL JOINT APPRENTICESHIP AND TRAINING PLAN

Form 990 for tax year 2023

Filed by MILWAUKEE ELECTRICAL JOINT APPRENTICESHIP AND TRAINING PLAN.

Totals

Total revenue
$3,434,766
Total expenses
$3,261,232
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,197,485
Investment income
$57,040
Other revenue
$180,241
Total assets, end of year
$8,652,060
Total liabilities, end of year
$357,879
Net assets or fund balances, end of year
$8,294,181
Program services expenses (Part IX)
$2,344,651
Management and general expenses
$916,581
Fundraising expenses
$0
Program service expenses (Part III)
$2,344,651

Program services were 71.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: CONTRACTOR CONTRIBUTIO

    total $3,114,936 · related or exempt $3,114,936

  • 2b · Program service revenue: TRAINING SCHOOL

    total $72,219 · related or exempt $72,219

  • 2c · Program service revenue: APPLICATION FEES

    total $10,330 · related or exempt $10,330

  • 3 · Investment income

    total $67,535 · excluded $67,535

  • 6a · Gross rents

    real property $165,636

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $165,636

  • 6d · Net rental income or loss

    total $165,636 · related or exempt $165,636

  • 7a · Gross sales of assets other than inventory

    securities $467,403

  • 7b · Less cost or other basis and sales expenses

    securities $477,898

  • 7c · Gain or loss

    securities -$10,495

  • 7d · Net gain or loss

    total -$10,495 · excluded -$10,495

  • 11a · Other revenue: MISCELLANEOUS

    total $14,605 · related or exempt $14,605

  • 11e · Other revenue, total

    $14,605

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $187,479 · program services $84,365 · management and general $103,114

  • 7 · Other salaries and wages

    total $272,963 · program services $122,833 · management and general $150,130

  • 8 · Pension plan contributions

    total $60,106 · program services $27,048 · management and general $33,058

  • 9 · Other employee benefits

    total $74,297 · program services $33,434 · management and general $40,863

  • 10 · Payroll taxes

    total $40,064 · program services $18,029 · management and general $22,035

  • 11b · Fees: legal

    total $26,854 · program services $12,084 · management and general $14,770

  • 11c · Fees: accounting

    total $18,030 · program services $8,113 · management and general $9,917

  • 11f · Fees: investment management

    total $7,500 · management and general $7,500

  • 13 · Office expenses

    total $263,194 · program services $118,438 · management and general $144,756

  • 14 · Information technology

    total $77,923 · program services $35,065 · management and general $42,858

  • 16 · Occupancy

    total $138,699 · program services $62,414 · management and general $76,285

  • 19 · Conferences, conventions and meetings

    total $39,942 · program services $17,974 · management and general $21,968

  • 22 · Depreciation, depletion and amortization

    total $391,446 · program services $176,151 · management and general $215,295

  • 23 · Insurance

    total $43,292 · program services $19,481 · management and general $23,811

  • 24a · Other expenses: APPRENTICE DAY SCHOOL

    total $916,690 · program services $916,690

  • 24b · Other expenses: JOURNEYMEN AND APPRENTI

    total $328,877 · program services $328,877

  • 24c · Other expenses: APPRENTICE TUITION AND

    total $194,903 · program services $194,903

  • 24d · Other expenses: TRAINING SCHOOL INSTRUC

    total $88,043 · program services $88,043

  • 24e · All other expenses

    total $90,930 · program services $80,709 · management and general $10,221

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,059,732 · end of year $1,164,360

  • 2 · Savings and temporary cash investments

    beginning of year $1,304,202 · end of year $1,340,821

  • 4 · Accounts receivable

    beginning of year $1,158 · end of year $1,005

  • 8 · Inventories for sale or use

    beginning of year $2,863 · end of year $2,863

  • 9 · Prepaid expenses and deferred charges

    beginning of year $29,336 · end of year $26,473

  • 10a · Land, buildings and equipment: cost or other basis

    $9,428,615

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,924,568

  • 10c · Land, buildings and equipment, net

    beginning of year $4,761,718 · end of year $4,504,047

  • 11 · Investments: publicly traded securities

    beginning of year $1,153,927 · end of year $1,587,717

  • 15 · Other assets

    beginning of year $4,177 · end of year $24,774

  • 17 · Accounts payable and accrued expenses

    beginning of year $110,468 · end of year $142,170

  • 19 · Deferred revenue

    beginning of year $256,797 · end of year $215,709

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $7,949,848 · end of year $8,294,181

Mission and programs · 2023

Mission

EDUCATIONAL PROGRAMS FOR ELECTRICIANS

  • EDUCATION & TRAINING PROGRAMS FOR ELECTRICAL CONSTRUCTION INDUSTRY APPRENTICES AND JOURNEYMEN

    Expenses $2,344,651 · Revenue $3,377,726

As filed on the 2023 return.

Listed in Part VII

  • PHILLIP ROSE

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • JOHN JACOBS

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • CHRIS MARTINEZ

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TODD KUENY

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVE SCRITSMIER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CURT BRAUER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GREG STROM

    ALTERNATE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARK CHAPPEL

    ALTERNATE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • FRANK GROTKLEWICS

    ALTERNATE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JEAN HURT TAYLOR

    ALTERNATE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DON OLDONI

    ALTERNATE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NICK CAMPBELL

    ALTERNATE MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DANIEL LARGE

    EXECUTIVE DIRECTOR

    Total calculated
    $176,009
    From this org
    $135,740
    From related orgs
    $0
    Other
    $40,269
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,740
    Bonus
    $0
    Other
    $0
    Deferred
    $19,114
    Nontaxable benefits
    $21,155
    Filer's total
    $176,009

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • MILWAUKEE ELEC CONST INDUSTRY BOARD PENSION & HEALTH PLANS ET AL

    401(A),501(C)(9) · TO PROVIDE BENEFITS FOR THE ELECTRICAL CONSTRUCTION INDUSTRY · WI

  • ELECTRICAL CONTRACTORS ASSOCIATION - MILWAUKEE CHAPTER

    501(C)(6) · SERVE ITS MEMBERS AND MAXIMIZE PRODUCTIVITY FOR THE BENEFIT OF THE CONSUMER · WI

Provenance

Return type
form_990
Tax year
2023
Filed
14 January 2025
IRS schema version
2023v6.0
Source object
202500179349300240

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