2024-11-15T13:01:39-06:00 2023-12-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2023-01-01 510137037 BIG STEP INC BIGS 4143429787 3841 W WISCONSIN AVE MILWAUKEE WI 53208 TONI WHITE COO 4143429787 2024-11-15 1 0 JILL M BOYLE CPA P01246734 2627549400 2024-11-15 2023 2024-10-15 13:58:12Z LINDSAY BLUMER 3841 W WISCONSIN AVE MILWAUKEE WI 53208 607857 0 X WWW.WRTP.ORG/BIGSTEP X 1976 WI TO TRAIN AND DEVELOP CAREER OPPORTUNITIES IN THE CONSTRUCTION AND BUILDING TRADES. 9 9 0 9 0 0 408198 602333 0 0 1246 5524 41844 0 451288 607857 338202 351237 0 0 0 0 0 0 0 3912 3842 342114 355079 109174 252778 541666 847736 0 53292 541666 794444 TO TRAIN TECHNICAL SKILLS AND DEVELOP SKILLS FOR ADULTS AND YOUTH TO ACQUIRE CAREERS IN THE CONSTRUCTION AND BUILDING TRADES. 0 0 351237 351237 BIG STEP (BUILDING INDUSTRY GROUP SKILLED TRADES EMPLOYMENT PROGRAM) IS AN APPRENTICESHIP READINESS TUTORING AND TRAINING PROGRAM DEDICATED TO HELPING INDIVIDUALS PREPARE FOR AND SUCCEED IN CAREERS IN THE CONSTRUCTION TRADES. 351237 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WI X LINDSAY BLUMER 4143429787 3841 W WISCONSIN AVE MILWAUKEE WI 53208 ROBERT RAYBURN DIRECTOR 1.00 1.00 X 0 0 0 DAN BUKIEWICZ DIRECTOR 1.00 1.00 X 0 0 0 HENRY HURT DIRECTOR 1.00 1.00 X 0 0 0 MARK KESSENICH DIRECTOR 1.00 1.00 X 0 0 0 STEVE BREITLOW CO-CHAIR 1.00 1.00 X X 0 0 0 TONY NEIRA DIRECTOR 1.00 1.00 X 0 0 0 JONATHAN KOWALSKI CO-CHAIR 1.00 1.00 X X 0 0 0 JEANNIE LAURET DIRECTOR 1.00 1.00 X 0 0 0 KILAH ENGELKE DIRECTOR 1.00 1.00 X 0 0 0 LINDSAY BLUMER PRESIDENT/CEO 2.00 38.00 X 0 173569 41902 TONI WHITE COO 2.00 38.00 X 0 120110 24302 0 293679 66204 0 0 1 0 0 602333 602333 5524 5524 607857 0 0 5524 351237 351237 ADMINISTRATIVE EXPENSE 3000 3000 BANK SERVICE CHARGE 842 842 355079 351237 3842 0 225792 730666 219116 0 96758 117070 541666 847736 53292 0 53292 X 541666 794444 541666 794444 541666 847736 252778 0 X 0 1 X 1 0 X 386062 351438 326629 408198 602333 2074660 386062 351438 326629 408198 602333 2074660 2074660 1624 243 29 1246 5524 8666 2083326 0.99580 0.99630 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 69416 30061 8787 2851 105413 81753 -12337 69416 60100 10850 10803 81753 53242 6858 60100 24948 25000 3294 53242 1.00000 0.00000 0.00000 0 1 1 0 X PART V, LINE 4: THE BOARD IS CURRENTLY FOLLOWING THE INVESTMENT POLICY OF THE GREATER MILWAUKEE FOUNDATION WHERE THE FUNDS ARE INVESTED. THE SPENDING POLICY DICTATES THAT NO DISTRIBUTIONS FROM THE FUND SHALL BE MADE UNTIL THE CORPUS HAS REACHED THE AMOUNT AGREED UPON BY THE BOARD OF DIRECTORS. ONCE THAT CORPUS HAS BEEN ESTABLISHED, DISTRIBUTIONS WILL BE MADE IN ACCORDANCE WITH THE DISBURSEMENT POLICY FOLLOWED BY THE GREATER MILWAUKEE FOUNDATION. EXPENDITURES FROM THE ENDOWMENT ACCOUNT WILL BE USED FOR OPERATIONS OF THE ORGANIZATION. PART X, LINE 2: WRTP IS EXEMPT FROM INCOME TAX UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. TRIADA EMPLOYMENT SERVICES, LLC IS A SOLELY OWNED LLC AND THEREFORE THE INTERNAL REVENUE SERVICE CONSIDERS IT TO BE A DISREGARDED ENTITY FOR TAX PURPOSES. ALL TRIADA EMPLOYMENT SERVICE, LLC ACTIVITY IS INCLUDED UNDER WRTP FOR TAX PURPOSES. BIG STEP, INC. IS ALSO EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. THE ORGANIZATION EVALUATES THEIR UNCERTAIN TAX POSITIONS ON AN ANNUAL BASIS, AND THERE HAVE BEEN NO RECORDED UNCERTAIN TAX POSITIONS RECORDED IN 2023, 2022, AND 2021. THEREFORE, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION FILES VARIOUS FEDERAL OR STATE NON-PROFIT TAX RETURNS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE EXAMINATIONS BY TAX AUTHORITIES PRIOR TO 2020. 1 WI REGIONAL TRAINING PARTNERSHIP 3841 W WISCONSIN AVE MILWAUKEE WI 53208 391838210 501(C)(3) 351237 0 FMV EMPLOYMENT AND TRAINING 1 PART I, LINE 2: THE ORGANIZATION PROVIDED A GRANT TO WRTP FOR CARRYING OUT PROGRAM SERVICES SIMILAR TO BIG STEP, INC.'S MISSION. THE GRANT FUNDS ARE USED AND ACCOUNTED FOR BASED ON THE GRANT PURPOSE AND WRTP REPORTS IT AS SUCH. 0 0 0 0 0 0 0 0 0 LINDSAY BLUMER PRESIDENT/CEO 0 159069 0 10000 0 4500 0 17641 0 24261 0 215471 0 0 PART I, LINE 3 COMPENSATION IS SET BY THE BOARD OF DIRECTORS FOR THE PRESIDENT, BY THE PRESIDENT, AND THE EXECUTIVE COMMITTEE OF THE BOARD FOR MANAGEMENT POSITIONS, AND BY MANAGEMENT AND THE FINANCE COMMITTEE FOR OTHER STAFF POSITIONS. COMPARATIVE DATA IS RECEIVED FROM THE MRA 2017-18 NONPROFIT COMPENSATION & BENEFITS SURVEY. DURING THE SUBSEQUENT YEARS, THE FINANCE COMMITTEE AND PRESIDENT REVIEW COMPENSATION OF STAFF ANNUALLY AS PART OF THE OVERALL BUDGET APPROVAL PROCESS FORM 990, PART VI, SECTION A, LINE 3 WISCONSIN REGIONAL TRAINING PARTNERSHIP INC'S EMPLOYEES BEGAN MAINTAINING THE RECORDS AND DIRECTING OPERATIONS OF BIG STEP, INC. WHEN THE BOARDS OF THE TWO ORGANIZATIONS MERGED ON JANUARY 1, 2014. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD FOR REVIEW IN ADVANCE OF FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICT OF INTERESTS. OTHER MEMBERS OF THE BOARD OR COMMITTEES DETERMINES IF A CONFLICT EXISTS. WHEN THIS OCCURS, THE BOARD MEMBER WITH A CONFLICT OF INTEREST IS ASKED TO LEAVE DURING THE DISCUSSION AND VOTE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. WISCONSIN REGIONAL TRAINING PARTNERSHIP 3841 W WISCONSIN AVENUE MILWAUKEE WI 53208 391838210 EMPLOYMENT AND TRAINING SERVICES WI 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0