2024-10-31T16:41:57-05:00 2023-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 53713 990 2023-01-01 391777755 WISCONSIN NECAIBEW JOINT APPRENTICESHIP AND TRAINING TRUST AGREEMENT WISC 6082213321 2730 DAIRY DR 102 MADISON WI 537186882 SEAN FRANK CHAIRMAN 6082213321 2024-10-29 1 0 TIM SEIDEL CPA P01284559 6082744020 2024-10-29 2023 2024-10-15 13:58:12Z JAMES COOK 2730 DAIRY DR 102 MADISON WI 537186882 1403481 0 X WWW.WIJATC.ORG X 1993 WI 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. 15 15 8 15 0 0 0 0 1182283 1398546 38089 4935 0 0 1220372 1403481 0 0 0 0 734856 738360 0 0 0 439533 448249 1174389 1186609 45983 216872 1146012 1459554 76991 173661 1069021 1285893 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. 0 0 THE WISCONSIN NECA-IBEW JOINT APPRENTICESHIP AND TRAINING TRUST PROVIDED TRUSTEE TRAINING TO ONE OF THREE TRAINING DIRECTORS SPONSORED BY INTERNATIONAL FOUNDATION FOR EMPLOYEE BENEFIT PLANS. IT PARTNERED WITH THE CONSTRUCTION WORKFORCE DIVERSITY ALLIANCE TO INCREASE THE RECRUITMENT AND RETENTION OF WOMEN IN ELECTRICAL APPRENTICESHIP PROGRAMS. CURRENTLY MONITORING 975 APPRENTICES, 85 COMMITTEE MEMBERS, AND APPROXIMATELY 20 PART-TIME INSTRUCTORS FROM EIGHT DIFFERENT JURISDICTIONS. IT FACILITATED ADVANCED INSTRUCTOR TRAINING, PROVIDED BY THE ELECTRICAL TRAINING ALLIANCE, AND TRAINING FOR INSTRUCTORS IN THE ONLINE DELIVERY METHOD FOR THE RELATED INSTRUCTION TO A BLENDED LEARNING MODEL FOR 15 FULL-TIME INSTRUCTORS AND 4 TRAINING DIRECTORS. 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 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 1 5 0 8 1 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X LAURA RIEDL 6082213321 2730 DAIRY DR SUITE 102 MADISON WI 537186882 SEAN FRANK CHAIRMAN 1.00 X X 0 0 0 DARREN JOHNSON SECRETARY 1.00 X X 0 0 0 TOM SCHLENDER TRUSTEE 1.00 X 0 0 0 JON CHERMACK TRUSTEE 1.00 X 0 0 0 MITCHELL LARSON TRUSTEE 1.00 X 0 0 0 CHRIS GULBRANDSON TRUSTEE 1.00 X 0 0 0 DEAN MILLER TRUSTEE 1.00 X 0 0 0 JIM ELAND II TRUSTEE 1.00 X 0 0 0 JOHN GERLACH TRUSTEE 1.00 X 0 0 0 BEN MYERS TRUSTEE 1.00 X 0 0 0 MIKE BALTHAZOR TRUSTEE 1.00 X 0 0 0 STEVE FOLEY TRUSTEE 1.00 X 0 0 0 GREG HARTJES TRUSTEE 1.00 X 0 0 0 MIKE KILLIAN TRUSTEE 1.00 X 0 0 0 JESSE JACQUES TRUSTEE 1.00 X 0 0 0 JAMES COOK COORDINATOR/TRAINING DIRECTOR 40.00 X 121487 0 41852 MICHAEL WAGNER TRAINING DIRECTOR 40.00 X 116275 0 30191 237762 0 72043 2 0 1 0 0 EMPLOYER CONTRIBUTIONS 611513 1398546 1398546 1398546 4442 4442 493 0 493 493 493 1403481 1398546 0 4935 163339 402437 127396 45188 11108 9825 51197 52451 86734 16916 42144 1266 56887 119255 DUES AND SUBSCRIPTIONS 466 1186609 22608 19530 1002967 1257466 318940 202813 79401 116127 41036 66431 1146012 1459554 0 1715 2406 54841 33232 50028 41353 67077 76991 173661 X 1069021 1285893 1069021 1285893 1146012 1459554 216872 0 X X 0 1 X 1 0 0 1 X 17385 17385 0 257195 141068 116127 44360 44360 0 116127 FINANCE LEASE LIABILITY 67077 67077 1403481 0 1403481 0 1403481 1186609 0 1186609 0 1186609 PART IV, LINE 2B: THE TRUST MAINTAINS A CASH ACCOUNT THAT IS HELD FOR OTHER TRUSTS. X 0 0 0 JAMES COOK COORDINATOR/TRAINING DIRECTOR 121487 0 0 0 0 0 27615 0 14237 0 163339 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND APPROVED BY THE ORGANIZATION'S BOARD OF TRUSTEES BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE ORGANIZATION'S TRUSTEES ARE REQUIRED TO SIGN A TRUST AGREEMENT THAT INCLUDES THE DISCLOSURE OF POSSIBLE CONFLICTS OF INTEREST. THE SIGNED TRUST AGREEMENTS ARE KEPT ON FILE AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE AND ARE REVIEWED BY THE BOARD OF TRUSTEES AS NECESSARY. ANY TRUSTEE DETERMINED TO HAVE A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN THE BOARD OF TRUSTEES' DELIBERATIONS AND DECISIONS ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE TRAINING DIRECTOR'S COMPENSATION IS ADJUSTED TO AN AMOUNT COMPARABLE TO THE COLLECTIVELY-BARGAINED FOREMAN WAGES IN THE ELECTRICAL CONTRACTOR INDUSTRY. THE BOARD OF TRUSTEES APPROVES THE TRAINING DIRECTOR'S COMPENSATION WITH A FORMAL VOTE AND DOCUMENTS THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION IN THE MINUTES OF ITS MEETINGS. FORM 990, PART VI, SECTION C, LINE 19 ANYONE WHO WISHES TO VIEW THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS MUST CONTACT THE ORGANIZATION'S MANAGEMENT. THE ORGANIZATION'S MANAGEMENT WILL THEN DECIDE WHICH DOCUMENTS WILL BE MADE AVAILABLE. FORM 990, PART XII, LINE 1, OTHER ACCOUNTING METHOD: THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE PREPARED ON THE MODIFIED CASH BASIS OF ACCOUNTING. ACCORDINGLY, REVENUE IS RECORDED WHEN RECEIVED RATHER THAN WHEN EARNED AND EXPENSES ARE RECORDED WHEN PAID RATHER THAN WHEN THE OBLIGATION IS INCURRED. MODIFICATIONS TO THE CASH BASIS OF ACCOUNTING INCLUDE RECORDING DEPRECIATION ON PROPERTY AND EQUIPMENT AND RECOGNIZING LIABILITIES ARISING FROM THE RECEIPT OF BORROWED CASH.