2024-11-04T09:58:40-06:00 2023-12-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2023-01-01 391627344 SHEET METAL WORKERS LOCAL 18 & EAST CENT WI SHEET METAL JRNYMN & APPR TRNG TR FUN SHEE 2627179567 2201 SPRINGDALE ROAD WAUKESHA WI 53186 MATT VAN DER PUY CO-CHAIRMAN 2627179567 2024-11-03 1 0 BRIDGETTE MUGGE P00671418 2627549400 2024-10-30 2023 2024-10-15 13:58:12Z MATT VAN DER PUY 2201 SPRINGDALE ROAD WAUKESHA WI 53186 217054 0 X N/A X 2017 WI TO TRAIN AND EDUCATE MEMBERS OF THE INT'L. ASSOC. OF SHEET METAL WORKERS, AIR, RAIL AND TRANSP. WORKERS LOCAL UNION #18. 4 4 3 4 0 0 0 0 185002 215349 35 1705 3950 0 188987 217054 0 0 22578 31303 66861 68038 0 0 0 53246 47448 142685 146789 46302 70265 257690 329193 15730 16968 241960 312225 TO TRAIN AND EDUCATE MEMBERS OF THE INT'L. ASSOC. OF SHEET METAL WORKERS, AIR, RAIL AND TRANSP. WORKERS LOCAL UNION #18. 0 0 128118 215349 THE EAST CENTRAL WISCONSIN SHEET METAL JOURNEYMAN AND APPRENTICE TRAINING TRUST FUND IS A TRUST FUND USED FOR THE TRAINING AND EDUCATION OF MEMBERS OF THE INT'L. ASSOC. OF SHEET METAL WORKERS, AIR, RAIL AND TRANSP. WORKERS LOCAL UNION #18. 128118 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BENEFIT PLAN ADMINISTRATION OF WISCONSIN INC 8887199567 2201 SPRINGDALE ROAD WAUKESHA WI 53186 X MATT VAN DER PUY CO-CHAIRMAN 0.50 X 0 0 0 GRANT NADLER CO-CHAIRMAN 0.50 X 0 0 0 KEN LIEBENSTEIN UNION TRUSTEE 0.50 X 0 0 0 BRAD ALDAG EMPLOYER TRUSTEE 0.50 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 196710 196710 TUITION 900099 13362 13362 DWD REIMBURSEMENTS 900099 5277 5277 215349 1705 1705 217054 215349 0 1705 31303 31303 41778 41778 12914 12914 10150 10150 3196 3196 12463 12463 9866 9866 2439 2439 4966 4966 7523 7523 312 312 5532 5532 LAB SUPPLIES 2925 2925 EQUIPMENT 588 588 MISCELLANEOUS EXPENSES 557 557 BANK FEES 277 277 146789 128118 18671 0 145709 206460 70892 70948 31500 43571 7250 6188 1561 1535 339 26 2000 2000 257690 329193 15082 16482 648 486 15730 16968 X 241960 312225 241960 312225 257690 329193 70265 0 X 0 1 X 1 0 X 1561 1535 26 26 DEFERRED TUITION 486 486 X 217054 0 217054 0 217054 146789 0 146789 0 146789 PART X, LINE 2: UNDER A DETERMINATION LETTER DATED JUNE 21, 2017, THE INTERNAL REVENUE SERVICE ("IRS") RULED THAT THE FUND QUALIFIES AS A TAX-EXEMPT, PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE EFFECTIVE DECEMBER 12, 2016 AND IS THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE FUND IS ALSO EXEMPT FROM WISCONSIN INCOME TAX AND, THEREFORE, HAS MADE NO PROVISION FOR INCOME TAXES. THE FUND QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE FUND HAS PUBLISHED A NOTICE OF ITS NONDISCRIMINATION POLICY IN A NEWSPAPER OF GENERAL CIRCULATION THAT SERVES ALL RACIAL SEGMENTS OF EACH OF THE COMMUNITIES IT SERVES. SCHEDULE E, PART I, LINE 4 LINE 4B AND 4D ARE NOT APPLICABLE AS THIS IS AN APPRENTICESHIP AND JOURNEYMAN TRAINING PROGRAM. FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY THE ADMINISTRATIVE MANAGER AND PRESENTED TO TRUSTEES FOR APPROVAL PRIOR TO SIGNING AND FILING. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE EXPECTED TO DISCLOSE ANY OWNERSHIP OR OTHER FINANCIAL RELATIONSHIPS THAT THEY HAVE WITH PARTIES THAT DEAL WITH THE PLAN. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST