Form 990 for tax year 2024
Filed by THE WISCONSIN NECA-IBEW JOINT APPRENTICESHIP AND TRAINING TRUST.
Totals
- Total revenue
- $1,752,510
- Total expenses
- $1,338,182
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $1,720,075
- Investment income
- $32,435
- Other revenue
- $0
- Total assets, end of year
- $1,782,305
- Total liabilities, end of year
- $82,084
- Net assets or fund balances, end of year
- $1,700,221
- 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 $1,720,075 · related or exempt $1,720,075
-
3 · Investment income
total $32,435 · excluded $32,435
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $167,759
-
7 · Other salaries and wages
total $492,782
-
8 · Pension plan contributions
total $141,209
-
10 · Payroll taxes
total $51,548
-
11b · Fees: legal
total $22,669
-
11c · Fees: accounting
total $9,649
-
13 · Office expenses
total $49,560
-
14 · Information technology
total $41,799
-
16 · Occupancy
total $95,765
-
17 · Travel
total $16,902
-
19 · Conferences, conventions and meetings
total $57,335
-
20 · Interest
total $2,018
-
22 · Depreciation, depletion and amortization
total $58,027
-
23 · Insurance
total $125,143
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $6,017
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $19,530 · end of year $19,615
-
2 · Savings and temporary cash investments
beginning of year $1,257,466 · end of year $1,638,159
-
10a · Land, buildings and equipment: cost or other basis
$318,940
-
10b · Land, buildings and equipment: accumulated depreciation
$243,963
-
10c · Land, buildings and equipment, net
beginning of year $116,127 · end of year $74,977
-
15 · Other assets
beginning of year $66,431 · end of year $49,554
-
17 · Accounts payable and accrued expenses
beginning of year $1,715 · end of year $2,957
-
21 · Escrow or custodial account liability
beginning of year $54,841 · end of year $3,397
-
23 · Secured mortgages and notes payable
beginning of year $50,028 · end of year $25,035
-
25 · Other liabilities
beginning of year $67,077 · end of year $50,695
-
27 · Net assets without donor restrictions
beginning of year $1,285,893 · end of year $1,700,221
Mission and programs · 2024
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.
Activities or mission (Part I)
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, JOURNEY-LEVEL ELECTRICIANS, AND OTHER CLASSIFICATIONS OF ELECTRICIANS COVERED BY THE COLLECTIVE BARGAINING AGREEMENT.
-
THE WISCONSIN NECA-IBEW JOINT APPRENTICESHIP AND TRAINING TRUST PROVIDED TRUSTEE TRAINING FOR ONE OF THE FOUR TRAINING DIRECTORS SPONSORED BY THE INTERNATIONAL FOUNDATION FOR EMPLOYEE BENEFIT PLANS. IT PARTNERED WITH ORGANIZATIONS SUCH AS THE CONSTRUCTION WORKFORCE DIVERSITY ALLIANCE (CWDA), THE WISCONSIN REGIONAL TRAINING PARTNERSHIP (WRTP), THE VETERANS ELECTRICAL ENTRY PROGRAM (VEEP), AND EMPOWHER, ALONG WITH SEVERAL OTHER COMMUNITY-BASED ORGANIZATIONS, TO ENHANCE THE RECRUITMENT AND RETENTION OF VETERANS, WOMEN, AND MINORITIES IN APPRENTICESHIP PROGRAMS.CURRENTLY, THE TRUST IS MONITORING 1,025 APPRENTICES, 85 COMMITTEE MEMBERS, APPROXIMATELY 35 PART-TIME INSTRUCTORS, AND JOURNEY-LEVEL WORKER ELECTRICIANS, AS WELL AS ALL OTHER ELECTRICIAN CLASSIFICATIONS COVERED BY THE INSIDE COLLECTIVE BARGAINING AGREEMENT ACROSS EIGHT DIFFERENT IBEW JURISDICTIONS THROUGHOUT THE YEAR.ADDITIONALLY, THE TRUST FACILITATED ADVANCED INSTRUCTOR TRAINING PROVIDED BY THE ELECTRICAL TRAINING ALLIANCE AND OFFERED TRAINING FOR INSTRUCTORS AND TRAINING DIRECTORS IN THE LEARNING MANAGEMENT SYSTEM AND COMPUTER-MEDIATED INSTRUCTION DELIVERY METHOD. THIS INCLUDED TRAINING FOR 16 FULL-TIME INSTRUCTORS AND FOUR TRAINING DIRECTORS. THE TRUST FUND ALSO PROVIDED TRAINING FOR SIX COMMITTEE MEMBERS AND FOUR TRAINING DIRECTORS THROUGH CONFERENCES AND/OR TRAINING COURSES.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Sean FrankSEAN FRANK
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Darren JohnsonDARREN JOHNSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Thomas SchlenderTHOMAS SCHLENDER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jon ChermackJON CHERMACK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mitchell LarsonMITCHELL LARSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Chris GulbrandsonCHRIS GULBRANDSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Dean MillerDEAN MILLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jim Eland IIJIM ELAND II
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John GerlachJOHN GERLACH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Ben MyersBEN MYERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mike BalthazorMIKE BALTHAZOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Steve FoleySTEVE FOLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Greg HartjesGREG HARTJES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Mike KillianMIKE KILLIAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jesse JacquesJESSE JACQUES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jeff HansonJEFF HANSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
James CookJAMES COOK
COORDINATOR/TRAINING DIRECTOR
- Total calculated
- $167,759
- From this org
- $121,944
- From related orgs
- $0
- Other
- $45,815
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $121,944
- Bonus
- $0
- Other
- $0
- Deferred
- $30,698
- Nontaxable benefits
- $15,117
- Filer's total
- $167,759
-
Michael WagnerMICHAEL WAGNER
ASSISTANT TRAINING DIRECTOR
- Total calculated
- $165,631
- From this org
- $120,006
- From related orgs
- $0
- Other
- $45,625
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $120,006
- Bonus
- $0
- Other
- $0
- Deferred
- $30,508
- Nontaxable benefits
- $15,117
- Filer's total
- $165,631
-
Samuel EverlySAMUEL EVERLY
ASSISTANT TRAINING DIRECTOR
- Total calculated
- $147,388
- From this org
- $107,839
- From related orgs
- $0
- Other
- $39,549
- Hours/week
- 40
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
- 2024
- Filed
- 5 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513109349302641
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