Skip to content
Nonprofiteer
← THE WISCONSIN NECA-IBEW JOINT APPRENTICESHIP AND TRAINING TRUST

Form 990 for tax year 2022

Filed by THE WISCONSIN NECA-IBEW JOINT APPRENTICESHIP AND TRAINING TRUST.

Totals

Total revenue
$1,220,372
Total expenses
$1,174,389
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,182,283
Investment income
$38,089
Other revenue
$0
Total assets, end of year
$1,146,012
Total liabilities, end of year
$76,991
Net assets or fund balances, end of year
$1,069,021
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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: EMPLOYER CONTRIBUTIONS

    total $1,182,283 · related or exempt $1,182,283

  • 3 · Investment income

    total $868 · excluded $868

  • 7a · Gross sales of assets other than inventory

    other assets $37,221

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

    other assets $0

  • 7c · Gain or loss

    other assets $37,221

  • 7d · Net gain or loss

    total $37,221 · excluded $37,221

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $151,921

  • 7 · Other salaries and wages

    total $438,193

  • 8 · Pension plan contributions

    total $99,702

  • 10 · Payroll taxes

    total $45,040

  • 11b · Fees: legal

    total $31,836

  • 11c · Fees: accounting

    total $7,398

  • 13 · Office expenses

    total $48,113

  • 14 · Information technology

    total $40,337

  • 16 · Occupancy

    total $82,634

  • 17 · Travel

    total $18,048

  • 19 · Conferences, conventions and meetings

    total $55,185

  • 20 · Interest

    total $663

  • 22 · Depreciation, depletion and amortization

    total $59,914

  • 23 · Insurance

    total $92,475

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $2,930

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $22,608

  • 2 · Savings and temporary cash investments

    beginning of year $987,320 · end of year $1,002,967

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

    $305,093

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

    $225,692

  • 10c · Land, buildings and equipment, net

    beginning of year $53,278 · end of year $79,401

  • 15 · Other assets

    beginning of year $0 · end of year $41,036

  • 21 · Escrow or custodial account liability

    beginning of year $1,999 · end of year $2,406

  • 23 · Secured mortgages and notes payable

    beginning of year $15,561 · end of year $33,232

  • 25 · Other liabilities

    beginning of year $0 · end of year $41,353

  • 27 · Net assets without donor restrictions

    beginning of year $1,023,038 · end of year $1,069,021

Mission and programs · 2022

Mission

THE WISCONSIN NECA-IBEW JOINT APPRENTICESHIP AND TRAINING TRUST IS A TRUST FUND THAT SUPPORTS A STATEWIDE PROGRAM FOR THE TRAINING AND EDUCATION OF APPRENTICE ELECTRICIANS AND JOURNEYWORKER ELECTRICIANS.

  • THE WISCONSIN NECA-IBEW JOINT APPRENTICESHIP AND TRAINING TRUST PROVIDED TRUSTEE TRAINING TO ONE OF THREE TRAINING DIRECTORS SPONSORED BY INTERNATIONAL FOUNDATION FOR EMPLOYEE BENEFIT PLANS. IT PARTNERED WITH THE CONSTRUCTION WORKFORCE DIVERSITY ALLIANCE TO INCREASE THE RECRUITMENT AND RETENTION OF WOMEN IN ELECTRICAL APPRENTICESHIP PROGRAMS. CURRENTLY MONITORING 962 APPRENTICES, 86 COMMITTEE MEMBERS, AND APPROXIMATELY 18 PART-TIME INSTRUCTORS FROM EIGHT DIFFERENT JURISDICTIONS. IT FACILITATED ADVANCED INSTRUCTOR TRAINING, PROVIDED BY THE ELECTRICAL TRAINING ALLIANCE, AND TRAINING FOR INSTRUCTORS IN THE ONLINE DELIVERY METHOD FOR THE RELATED INSTRUCTION TO A BLENDED LEARNING MODEL FOR 14 FULL-TIME INSTRUCTORS AND 2 TRAINING DIRECTORS.

As filed on the 2022 return.

Listed in Part VII

  • Sean Frank

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Darren Johnson

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Tom Schlender

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Leo Sokolik

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mitchell Larson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Chris Gulbrandson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dean Miller

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jim Eland II

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John Gerlach

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mark Lauer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mike Balthazor

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Steve Foley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Greg Hartjes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mike Killian

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jesse Jacques

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • James Cook

    COORDINATOR/TRAINING DIRECTOR

    Total calculated
    $151,921
    From this org
    $110,129
    From related orgs
    $0
    Other
    $41,792
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $110,129
    Bonus
    $0
    Other
    $0
    Deferred
    $27,893
    Nontaxable benefits
    $13,899
    Filer's total
    $151,921

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

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

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.

Provenance

Return type
form_990
Tax year
2022
Filed
28 September 2023
IRS schema version
2022v5.0
Source object
202312759349302166

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.