2024-05-31T15:51:34-05:00 2023-07-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2022-08-01 391415341 MADISON AREA SHEET METAL WORKERS EDUCATIONAL TRUST MADI 8887199567 2201 SPRINGDALE ROAD WAUKESHA WI 53186 SCOTT BARTZ CO-CHAIR 8887199567 2024-05-31 1 SCOTT BARTZ 999009999 1 BRIDGETTE MUGGE P00241858 2627549400 2024-05-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SCOTT BARTZ 2201 SPRINGDALE ROAD WAUKESHA WI 53186 1319763 0 X WWW.MADISONSMJATC.ORG X 1981 WI PROVIDE EDUCATIONAL PROGRAMS FOR APPRENTICES AND JOURNEYMEN IN MADISON AND THE SURROUNDING AREA. 4 3 13 3 0 0 0 27000 1013210 1242149 1225 13486 8352 25014 1022787 1307649 0 0 0 0 426066 480780 0 0 0 619142 691753 1045208 1172533 -22421 135116 3379495 3383394 1963900 1832683 1415595 1550711 MADISON AREA SHEET METAL WORKERS EDUCATIONAL TRUST PROVIDES EDUCATIONAL PROGRAMS AND TRAINING FOR APPRENTICES AND JOURNEYMEN IN MADISON, WI AND THE SURROUNDING AREA. 0 0 1014304 1307648 MADISON AREA SHEET METAL WORKERS EDUCATIONAL TRUST PROVIDED EDUCATIONAL PROGRAMS AND TRAINING FOR APPRENTICES AND JOURNEYMEN SHEET METAL WORKERS DURING THE YEAR. 1014304 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X BENEFIT PLAN ADMINISTRATION OF WISCONSIN INC A BENESYS CO 8887199567 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 GARY HUNTER TRUSTEE 1.00 X 17634 0 0 BRAD WERLEIN CO-CHAIR 1.00 X X 0 0 0 SCOTT BARTZ CO-CHAIR 1.00 X X 0 0 0 MARCUS NELSON TRUSTEE 1.00 X 0 0 0 SCOTT HINZ TRAINING COORDINATOR 40.00 X 110117 0 62508 BRIAN NEUMAIER SHEET METAL INSTRUCTOR 40.00 X 102152 0 62508 229903 0 125016 2 0 1 0 0 27000 27000 EDUCATIONAL FUND CONTR 611513 1155530 1155530 TUITION 611513 86619 86619 1242149 5407 0 5407 5407 5407 25600 12114 13486 13486 13486 MISCELLANEOUS 611513 19607 19607 19607 1307649 1261756 0 18893 17634 17634 305364 305364 58448 58448 69982 69982 29352 29352 14167 14167 120239 120239 9160 9160 13729 13729 54373 54373 12401 12401 900 900 82148 82148 178843 178843 11903 11903 EDUCATIONAL EXPENSES 66235 66235 BIG STEP, COMMUNITY OUT 45107 45107 MAINTENANCE 39940 39940 SHOP EQUIPMENT & TOOLS 37433 37433 5175 4241 934 1172533 1014304 158229 0 469400 465199 164394 235040 3679 4351 3332771 653967 2742022 2678804 3379495 3383394 63482 73326 1900418 1759357 1963900 1832683 X 1415595 1550711 1415595 1550711 3379495 3383394 135116 0 X 0 1 X 1 0 X 27000 27000 1073765 949480 982072 1013210 1242149 5260676 1073765 949480 982072 1013210 1269149 5287676 0 0 0 5287676 1841 704 0 6114 5407 14066 1841 704 6114 5407 14066 4844 19736 6435 2238 19607 52860 1080450 969920 988507 1021562 1294163 5354602 0.98750 0.99040 0.00260 0.00220 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 4,844. 2019 AMOUNT: $ 19,736. 2020 AMOUNT: $ 6,435. 2021 AMOUNT: $ 2,238. 2022 AMOUNT: $ 19,607. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2510008 240414 2269594 817268 408058 409210 5495 5495 0 2678804 X 1307649 0 1307649 0 1307649 1172533 0 1172533 0 1172533 PART X, LINE 2: THE INTERNAL REVENUE SERVICE (IRS) HAS RULED THAT THE TRUST QUALIFIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE-LIKELY-THAN-NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 0 0 0 0 0 0 SCOTT HINZ TRAINING COORDINATOR 110117 0 0 0 0 0 40512 0 21996 0 172625 0 0 0 BRIAN NEUMAIER SHEET METAL INSTRUCTOR 102152 0 0 0 0 0 40512 0 21996 0 164660 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE TRUST HAS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE ORGANIZATION'S GOVERNING BODY AND MANAGEMENT BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD WILL REVIEW, MAKE DETERMINATION OF, AND NOTE IN MEETING MINUTES ANY CONFLICTS OF INTEREST. AN INDEPENDENT REVIEW SHALL PERIODICALLY REVIEW ACTIONS TAKEN BY THE BOARD ON BEHALF OF THE TRUST. AT THE FIRST ANNUAL MEETING OF THE BOARD, AND EACH YEAR THEREAFTER, EACH MEMBER OF THE BOARD AND BOARD ADVISOR SHALL SIGN A WRITTEN STATEMENT REGARDING THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE TRUSTEES CREATED THE TRAINING COORDINATOR POSITION AND ENTERED INTO AN EMPLOYMENT AGREEMENT WITH THE CURRENT TRAINING COORDINATOR IN JUNE 2014. THE TRAINING COORDINATOR IS COMPENSATED BASED ON A 40 HOUR WORK WEEK AT THE FOREMAN PAY RATE AS PROVIDED IN THE LABOR AGREEMENT BETWEEN SHEET METAL WORKERS LOCAL #18 AND MADISON AREA MECHANICAL & SHEET METAL CONTRACTORS ASSOCIATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.