Form 990 for tax year 2023
Filed by SOUTHWESTERN LINE CONSTRUCTION ELECTRICAL JOINT APPRENTICESHIP.
Totals
- Total revenue
- $10,657,556
- Total expenses
- $7,892,101
- Contributions and grants received
- $9,611,678
- Grants paid
- $0
- Program service revenue
- $836,074
- Investment income
- $209,754
- Other revenue
- $50
- Total assets, end of year
- $19,744,157
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $19,744,157
- Program services expenses (Part IX)
- $7,022,049
- Management and general expenses
- $870,052
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $7,022,049
Program services were 89.0% 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.
-
1f · All other contributions, gifts and grants
$9,611,678
-
2a · Program service revenue: TUITION
total $402,417 · related or exempt $402,417
-
2b · Program service revenue: TUITION FORFEITURE
total $270,021 · related or exempt $270,021
-
2c · Program service revenue: ORIENTATION & PROMOTION
total $118,568 · related or exempt $118,568
-
2d · Program service revenue: APPLICATION FEES
total $41,953 · related or exempt $41,953
-
2e · Program service revenue: COURSE MATERIALS
total $3,115 · related or exempt $3,115
-
3 · Investment income
total $200,283 · excluded $200,283
-
7a · Gross sales of assets other than inventory
other assets $22,000
-
7b · Less cost or other basis and sales expenses
other assets $12,529
-
7c · Gain or loss
other assets $9,471
-
7d · Net gain or loss
total $9,471 · excluded $9,471
-
11a · Other revenue: OTHER INCOME
total $50 · related or exempt $50
-
11e · Other revenue, total
$50
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $313,399 · program services $125,359 · management and general $188,040
-
7 · Other salaries and wages
total $2,658,821 · program services $2,417,260 · management and general $241,561
-
8 · Pension plan contributions
total $689,820 · program services $623,851 · management and general $65,969
-
9 · Other employee benefits
total $389,280 · program services $340,708 · management and general $48,572
-
10 · Payroll taxes
total $211,702 · program services $179,946 · management and general $31,756
-
11b · Fees: legal
total $6,912 · management and general $6,912
-
11c · Fees: accounting
total $41,780 · management and general $41,780
-
11g · Fees: other
total $15,546 · program services $15,546
-
12 · Advertising and promotion
total $53,448 · management and general $53,448
-
13 · Office expenses
total $369,053 · program services $325,145 · management and general $43,908
-
14 · Information technology
total $53,533 · program services $42,826 · management and general $10,707
-
16 · Occupancy
total $405,065 · program services $344,306 · management and general $60,759
-
17 · Travel
total $50,164 · program services $46,031 · management and general $4,133
-
19 · Conferences, conventions and meetings
total $187,178 · program services $187,178
-
22 · Depreciation, depletion and amortization
total $391,539 · program services $332,809 · management and general $58,730
-
23 · Insurance
total $137,770 · program services $123,993 · management and general $13,777
-
24a · Other expenses: COURSE MATERIALS
total $1,194,153 · program services $1,194,153
-
24b · Other expenses: PROGRAM COSTS
total $722,938 · program services $722,938
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $6,950,327 · end of year $6,091,827
-
2 · Savings and temporary cash investments
beginning of year $4,541,965 · end of year $3,724,979
-
10a · Land, buildings and equipment: cost or other basis
$6,654,911
-
10b · Land, buildings and equipment: accumulated depreciation
$1,323,288
-
10c · Land, buildings and equipment, net
beginning of year $2,504,510 · end of year $5,331,623
-
15 · Other assets
beginning of year $2,920,037 · end of year $4,595,728
-
27 · Net assets without donor restrictions
beginning of year $16,916,839 · end of year $19,744,157
Mission and programs · 2023
Mission
THE ORGANIZATION (SWLCAT) WAS CREATED TO PROVIDE QUALITY APPRENTICESHIP AND TRAINING PROGRAMS FOR THE OUTSIDE ELECTRICAL CONSTRUCTION INDUSTRY. THEY ARE AN INDEPENDENT TRAINING AGENCY OPERATING UNDER THE AUSPICES OF THE NATIONAL JOINT APPRENTICESHIP AND TRAINING COMMITTEE. THEIR NATIONAL AND INTERNATIONAL AFFILIATIONS INSURE CONSISTENT TRAINING AND CREDENTIALS THAT ARE RECOGNIZED UNIVERSALLY. THE PROGRAM IS REGISTERED WITH, AND MONITORED BY, THE US DEPARTMENT OF LABOR, BUREAU OF APPRENTICESHIP AND TRAINING. THE PROGRAM IS OPERATED IN ARIZONA, KANSAS, NEW MEXICO, OKLAHOMA AND TEXAS. SWLCAT'S SUPPORT COMES PRIMARILY FROM APPRENTICESHIP APPLICATION FEES, TUITION RECEIVED FROM ACTIVE APPRENTICES, AND CONTRIBUTIONS RECEIVED FROM EMPLOYERS PARTICIPATING IN THE APPRENTICE PROGRAM THROUGH A PARTNERSHIP WITH THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS (IBEW) AND THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION (NECA).
Activities or mission (Part I)
SCREEN, TEST, EDUCATE AND TRAIN CANDIDATES TO BECOME OUTSIDE LINE CONSTRUCTION LINEMEN.
-
APPRENTICESHIP AND TRAINING PROGRAMS: IN CALENDAR YEAR 2023, 387 NEW APPRENTICES WERE INDENTURED IN THE LINEMAN TRAINING PROGRAM. ALSO DURING THE 2023 YEAR, 83 APPRENTICES GRADUATED FROM THE LINEMAN PROGRAM AND 185 WERE DROPPED FOR CAUSE OR VOLUNTARILY WITHDREW FROM THE PROGRAM.
Expenses $7,022,049 · Revenue $836,124
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Mark CunninghamMARK CUNNINGHAM
CHAIR/TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Joe MitchellJOE MITCHELL
SECRETARY/TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Andrew FaterkowskiANDREW FATERKOWSKI
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Brad PerkinsBRAD PERKINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Brad ProctorBRAD PROCTOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Chad WilsonCHAD WILSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
James FergusonJAMES FERGUSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Eric LaurihaERIC LAURIHA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Alfonso MartinezALFONSO MARTINEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Rhett JacksonRHETT JACKSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Pete TrujilloPETE TRUJILLO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Chris UbelCHRIS UBEL
OUTGOING TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Alex TrujilloALEX TRUJILLO
EXECUTIVE DIRECTOR
- Total calculated
- $313,399
- From this org
- $237,633
- From related orgs
- $0
- Other
- $75,766
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $237,633
- Bonus
- $0
- Other
- $0
- Deferred
- $62,326
- Nontaxable benefits
- $13,440
- Filer's total
- $313,399
-
Justin ArchibequeJUSTIN ARCHIBEQUE
TRAINING DIRECTOR
- Total calculated
- $260,012
- From this org
- $194,923
- From related orgs
- $0
- Other
- $65,089
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $194,923
- Bonus
- $0
- Other
- $0
- Deferred
- $51,649
- Nontaxable benefits
- $13,440
- Filer's total
- $260,012
-
Brian RiceBRIAN RICE
AREA DIRECTOR
- Total calculated
- $252,389
- From this org
- $188,825
- From related orgs
- $0
- Other
- $63,564
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $188,825
- Bonus
- $0
- Other
- $0
- Deferred
- $50,124
- Nontaxable benefits
- $13,440
- Filer's total
- $252,389
-
Frank CurtsFRANK CURTS
AREA DIRECTOR
- Total calculated
- $252,389
- From this org
- $188,825
- From related orgs
- $0
- Other
- $63,564
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $188,825
- Bonus
- $0
- Other
- $0
- Deferred
- $50,124
- Nontaxable benefits
- $13,440
- Filer's total
- $252,389
-
Doug WintersDOUG WINTERS
AREA DIRECTOR (OK & KS)
- Total calculated
- $252,389
- From this org
- $188,825
- From related orgs
- $0
- Other
- $63,564
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $188,825
- Bonus
- $0
- Other
- $0
- Deferred
- $50,124
- Nontaxable benefits
- $13,440
- Filer's total
- $252,389
-
Travis OdleTRAVIS ODLE
AREA DIRECTOR
- Total calculated
- $252,389
- From this org
- $188,825
- From related orgs
- $0
- Other
- $63,564
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $188,825
- Bonus
- $0
- Other
- $0
- Deferred
- $50,124
- Nontaxable benefits
- $13,440
- Filer's total
- $252,389
-
Mark McCubbinMARK MCCUBBIN
AREA DIRECTOR
- Total calculated
- $252,389
- From this org
- $188,825
- From related orgs
- $0
- Other
- $63,564
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $188,825
- Bonus
- $0
- Other
- $0
- Deferred
- $50,124
- Nontaxable benefits
- $13,440
- Filer's total
- $252,389
-
Daniel TrujilloDANIEL TRUJILLO
AREA DIRECTOR
- Total calculated
- $252,389
- From this org
- $188,825
- From related orgs
- $0
- Other
- $63,564
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $188,825
- Bonus
- $0
- Other
- $0
- Deferred
- $50,124
- Nontaxable benefits
- $13,440
- Filer's total
- $252,389
-
James Baca JrJAMES BACA JR
INSTRUCTOR
- Total calculated
- $237,515
- From this org
- $176,926
- From related orgs
- $0
- Other
- $60,589
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $176,926
- Bonus
- $0
- Other
- $0
- Deferred
- $47,149
- Nontaxable benefits
- $13,440
- Filer's total
- $237,515
-
Ryan CarmenRYAN CARMEN
INSTRUCTOR
- Total calculated
- $226,890
- From this org
- $170,825
- From related orgs
- $0
- Other
- $56,065
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $170,825
- Bonus
- $0
- Other
- $0
- Deferred
- $42,625
- Nontaxable benefits
- $13,440
- Filer's total
- $226,890
-
Ryan WesterholdRYAN WESTERHOLD
INSTRUCTOR
- Total calculated
- $229,890
- From this org
- $170,825
- From related orgs
- $0
- Other
- $59,065
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $170,825
- Bonus
- $0
- Other
- $0
- Deferred
- $45,625
- Nontaxable benefits
- $13,440
- Filer's total
- $229,890
-
Anthony LiraANTHONY LIRA
INSTRUCTOR
- Total calculated
- $229,889
- From this org
- $170,825
- From related orgs
- $0
- Other
- $59,064
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $170,825
- Bonus
- $0
- Other
- $0
- Deferred
- $45,624
- Nontaxable benefits
- $13,440
- Filer's total
- $229,889
-
Kevin KesslerKEVIN KESSLER
INSTRUCTOR
- Total calculated
- $229,889
- From this org
- $170,825
- From related orgs
- $0
- Other
- $59,064
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $170,825
- Bonus
- $0
- Other
- $0
- Deferred
- $45,624
- Nontaxable benefits
- $13,440
- Filer's total
- $229,889
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
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- THE BOARD USES COMPARABILITY DATA FROM OTHER SIMILAR ORGANIZATIONS AND CONSIDERS COST OF LIVING INCREASES. ALL COMPENSATION IS BOARD APPROVED.
- PART I, LINE 7
- BONUSES FOR THE EXECUTIVE DIRECTOR, AREA DIRECTORS, AND SOME EMPLOYEES ARE APPROVED BY THE BOARD BASED ON YEAR-END PERFORMANCE.
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
- 2023
- Filed
- 11 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443189349303884
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