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← THE WISCONSIN NECA-IBEW JOINT APPRENTICESHIP AND TRAINING TRUST

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 Frank

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1
  • Darren Johnson

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Thomas Schlender

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • Jon Chermack

    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
  • Ben Myers

    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
  • Jeff Hanson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1
  • James 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 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 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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