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Nonprofiteer
← SOUTHWESTERN LINE CONSTRUCTION ELECTRICAL JOINT APPRENTICESHIP

Form 990 for tax year 2022

Filed by SOUTHWESTERN LINE CONSTRUCTION ELECTRICAL JOINT APPRENTICESHIP.

Totals

Total revenue
$9,130,884
Total expenses
$6,315,886
Contributions and grants received
$8,169,980
Grants paid
$0
Program service revenue
$837,451
Investment income
$123,453
Other revenue
$0
Total assets, end of year
$16,916,839
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$16,916,839
Program services expenses (Part IX)
$5,617,246
Management and general expenses
$698,640
Fundraising expenses
$0
Program service expenses (Part III)
$5,617,246

Program services were 88.9% 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.

  • 1f · All other contributions, gifts and grants

    $8,169,980

  • 2a · Program service revenue: TUITION

    total $381,089 · related or exempt $381,089

  • 2b · Program service revenue: TUITION FORFEITURE

    total $300,717 · related or exempt $300,717

  • 2c · Program service revenue: ORIENTATION & PROMOTIO

    total $113,956 · related or exempt $113,956

  • 2d · Program service revenue: APPLICATION FEES

    total $34,554 · related or exempt $34,554

  • 2e · Program service revenue: COURSE MATERIALS

    total $7,135 · related or exempt $7,135

  • 3 · Investment income

    total $122,758 · excluded $122,758

  • 7a · Gross sales of assets other than inventory

    securities $676,695

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

    securities $676,000

  • 7c · Gain or loss

    securities $695

  • 7d · Net gain or loss

    total $695 · excluded $695

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $292,368 · program services $116,947 · management and general $175,421

  • 7 · Other salaries and wages

    total $2,160,897 · program services $1,964,574 · management and general $196,323

  • 8 · Pension plan contributions

    total $564,391 · program services $510,417 · management and general $53,974

  • 9 · Other employee benefits

    total $301,820 · program services $264,161 · management and general $37,659

  • 10 · Payroll taxes

    total $170,549 · program services $144,966 · management and general $25,583

  • 11b · Fees: legal

    total $10,217 · management and general $10,217

  • 11c · Fees: accounting

    total $20,084 · management and general $20,084

  • 11g · Fees: other

    total $14,593 · program services $14,593

  • 12 · Advertising and promotion

    total $35,703 · management and general $35,703

  • 13 · Office expenses

    total $223,741 · program services $197,121 · management and general $26,620

  • 14 · Information technology

    total $52,580 · program services $42,064 · management and general $10,516

  • 16 · Occupancy

    total $349,750 · program services $297,288 · management and general $52,462

  • 17 · Travel

    total $31,549 · program services $28,950 · management and general $2,599

  • 19 · Conferences, conventions and meetings

    total $166,715 · program services $166,715

  • 22 · Depreciation, depletion and amortization

    total $287,833 · program services $244,659 · management and general $43,174

  • 23 · Insurance

    total $83,056 · program services $74,751 · management and general $8,305

  • 24a · Other expenses: COURSE MATERIALS

    total $893,049 · program services $893,049

  • 24b · Other expenses: PROGRAM COSTS

    total $656,991 · program services $656,991

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,009,559 · end of year $6,950,327

  • 2 · Savings and temporary cash investments

    beginning of year $4,715,210 · end of year $4,541,965

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

    $3,461,318

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

    $956,808

  • 10c · Land, buildings and equipment, net

    beginning of year $2,247,236 · end of year $2,504,510

  • 15 · Other assets

    beginning of year $2,397,558 · end of year $2,920,037

  • 27 · Net assets without donor restrictions

    beginning of year $14,369,563 · end of year $16,916,839

Mission and programs · 2022

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 2022, 386 NEW APPRENTICES WERE INDENTURED IN THE LINEMAN TRAINING PROGRAM. ALSO DURING THE 2022 YEAR, 103 APPRENTICES GRADUATED FROM THE LINEMAN PROGRAM AND 278 WERE DROPPED FOR CAUSE OR VOLUNTARILY WITHDREW FROM THE PROGRAM.

    Expenses $5,617,246 · Revenue $837,451

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mark Cunningham

    CHAIR/TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Joe Mitchell

    SECRETARY/TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Andrew Faterkowski

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Brad Perkins

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Brad Proctor

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Chris Ubel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Ed Allen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Eric Lauriha

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Pete Trujillo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Rhett Jackson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Robert Branchal

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Alex Trujillo

    EXECUTIVE DIRECTOR

    Total calculated
    $293,408
    From this org
    $221,674
    From related orgs
    $0
    Other
    $71,734
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $221,674
    Bonus
    $0
    Other
    $0
    Deferred
    $58,294
    Nontaxable benefits
    $13,440
    Filer's total
    $293,408

  • Wes Rolan

    TRAINING DIRECTOR

    Total calculated
    $255,246
    From this org
    $191,144
    From related orgs
    $0
    Other
    $64,102
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $191,144
    Bonus
    $0
    Other
    $0
    Deferred
    $50,662
    Nontaxable benefits
    $13,440
    Filer's total
    $255,246

  • Justin Archibeque

    TRAINING DIRECTOR

    Total calculated
    $230,888
    From this org
    $171,658
    From related orgs
    $0
    Other
    $59,230
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,658
    Bonus
    $0
    Other
    $0
    Deferred
    $45,790
    Nontaxable benefits
    $13,440
    Filer's total
    $230,888

  • Brian Rice

    AREA DIRECTOR

    Total calculated
    $235,305
    From this org
    $175,191
    From related orgs
    $0
    Other
    $60,114
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,191
    Bonus
    $0
    Other
    $0
    Deferred
    $46,674
    Nontaxable benefits
    $13,440
    Filer's total
    $235,305

  • Frank Curts

    AREA DIRECTOR

    Total calculated
    $235,305
    From this org
    $175,191
    From related orgs
    $0
    Other
    $60,114
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,191
    Bonus
    $0
    Other
    $0
    Deferred
    $46,674
    Nontaxable benefits
    $13,440
    Filer's total
    $235,305

  • Doug Winters

    AREA DIRECTOR (OK & KS)

    Total calculated
    $235,305
    From this org
    $175,191
    From related orgs
    $0
    Other
    $60,114
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,191
    Bonus
    $0
    Other
    $0
    Deferred
    $46,674
    Nontaxable benefits
    $13,440
    Filer's total
    $235,305

  • Travis Odle

    AREA DIRECTOR

    Total calculated
    $235,305
    From this org
    $175,191
    From related orgs
    $0
    Other
    $60,114
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $175,191
    Bonus
    $0
    Other
    $0
    Deferred
    $46,674
    Nontaxable benefits
    $13,440
    Filer's total
    $235,305

  • Mark McCubbin

    AREA DIRECTOR

    Total calculated
    $229,055
    From this org
    $170,191
    From related orgs
    $0
    Other
    $58,864
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,191
    Bonus
    $0
    Other
    $0
    Deferred
    $45,424
    Nontaxable benefits
    $13,440
    Filer's total
    $229,055

  • James Baca Jr

    INSTRUCTOR

    Total calculated
    $220,263
    From this org
    $163,158
    From related orgs
    $0
    Other
    $57,105
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $163,158
    Bonus
    $0
    Other
    $0
    Deferred
    $43,665
    Nontaxable benefits
    $13,440
    Filer's total
    $220,263

  • Daniel Trujillo

    INSTRUCTOR

    Total calculated
    $221,555
    From this org
    $164,191
    From related orgs
    $0
    Other
    $57,364
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,191
    Bonus
    $0
    Other
    $0
    Deferred
    $43,924
    Nontaxable benefits
    $13,440
    Filer's total
    $221,555

  • Ryan Westerhold

    INSTRUCTOR

    Total calculated
    $169,033
    From this org
    $122,174
    From related orgs
    $0
    Other
    $46,859
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $122,174
    Bonus
    $0
    Other
    $0
    Deferred
    $33,419
    Nontaxable benefits
    $13,440
    Filer's total
    $169,033

  • Anthony Lira

    INSTRUCTOR

    Total calculated
    $219,679
    From this org
    $162,691
    From related orgs
    $0
    Other
    $56,988
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,691
    Bonus
    $0
    Other
    $0
    Deferred
    $43,548
    Nontaxable benefits
    $13,440
    Filer's total
    $219,679

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
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202343189349317144

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

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