2024-04-10T18:38:54-05:00 2023-05-31 363168081 SIKICH LLP 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2022-06-01 391416284 FOX VALLEY AREA SHEET METAL WORKERS JOURNEYMAN & APPRENTICE TRAINING FUND FOXV 2627179567 2201 SPRINGDALE RD WAUKESHA WI 53186 DAN WIPPICH CO - CHAIRMAN 2627179567 2024-04-10 1 DAN WIPPICH 999009999 0 X BRIDGETTE MUGGE P00671418 2627549400 2024-04-10 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X DAN WIPPICH 2201 SPRINGDALE RD WAUKESHA WI 53186 1107863 0 X N/A X 1981 WI TO PROVIDE EDUCATIONAL PROGRAMS FOR APPRENTICES AND JOURNEYMEN IN THE FOX VALLEY AREA 8 8 10 8 0 0 0 42358 907214 1046430 -5577 5847 13700 11732 915337 1106367 0 0 0 0 464765 496368 0 0 0 450496 435472 915261 931840 76 174527 2254476 2416413 56803 44213 2197673 2372200 FOX VALLEY AREA SHEET METAL WORKERS JOURNEYMAN & APPRENTICE TRAINING FUND PROVIDES EDUCATIONAL PROGRAMS AND TRAINING FOR APPRENTICES AND JOURNEYMEN IN THE FOX VALLEY AREA. 0 0 649502 1058162 FOX VALLEY AREA SHEET METAL WORKERS JOURNEYMAN & APPRENTICE TRAINING FUND PROVIDES EDUCATIONAL PROGRAMS AND TRAINING FOR APPRENTICES AND JOURNEYMEN DURING THE YEAR. 649502 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 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 1 0 0 0 0 1 3 0 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X BOARD OF TRUSTEES 2627179567 2201 SPRINGDALE ROAD WAUKESHA WI 53186 X DAN WIPPICH CO-CHAIRMAN 1.00 X X 0 0 0 CARVEN BLANCK CO-CHAIRMAN 1.00 X X 0 0 0 BRAD BAUMGART MANAGEMENT TRUSTEES 1.00 X 0 0 0 BEN DELCORE MANAGEMENT TRUSTEES 1.00 X 0 0 0 DAN BUECHLER MANAGEMENT TRUSTEES 1.00 X 0 0 0 MARK LANTAGNE LABOR TRUSTEE 1.00 X 0 0 0 PATRICK WYDEVEN LABOR TRUSTEE 1.00 X 0 0 0 TRAVIS GEIGER LABOR TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 42358 42358 EMPLOYER CONTRIBUTIONS 900099 917940 917940 TUITION AND FEES 900099 128490 128490 1046430 143 143 9523 0 9523 9523 9523 7200 1496 5704 5704 5704 MISCELLANEOUS INCOME 900099 2209 2209 2209 1106367 1058162 0 5847 305880 305880 99141 99141 66849 66849 24498 24498 44547 44547 40046 40046 13005 13005 4666 4666 22923 22923 11810 11810 52628 32542 20086 99798 99798 12694 12694 TRAINING CENTER CONSUMA 53349 53349 TUITION REIMBURSEMENTS 47721 47721 COORDINATOR AND INSTRUC 17686 17686 COMMUNICATION EXPENSES 10352 10352 4247 1836 2411 931840 649502 282338 0 606551 778187 86252 86390 131551 151835 4369 6358 1936777 543134 1425753 1393643 2254476 2416413 56803 44213 56803 44213 X 2197673 2372200 2197673 2372200 2254476 2416413 174527 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 106112 106112 1151025 243055 907970 679640 300079 379561 1393643 X 1106367 0 1106367 0 1106367 931840 0 931840 0 931840 PART X, LINE 2: UNDER A DETERMINATION LETTER DATED JULY 31, 2019, 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 ("IRC") EFFECTIVE MARCH 27, 2019 AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. PRIOR TO MARCH 27, 2019, THE IRS RULED THAT THE FUND QUALIFIED UNDER SECTION 501(C)(5) OF THE IRC AND WAS, THEREFORE, NOT SUBJECT TO TAX. 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 TAX 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 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE FUND ANNUALLY PUBLISHES ITS RACIALLY NONDISCRIMINATORY POLICY ON THE TRAINING CENTER WEBSITE. FORM 990, PART VI, SECTION A, LINE 7A THE LABOR TRUSTEES ARE APPOINTED BY THE EXECUTIVE BOARD OF LOCAL 18. MANAGEMENT TRUSTEES ARE APPOINTED BY THE SHEET METAL CONTRACTORS ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION HAS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE OFFICER RESPONSIBLE FOR SIGNING THE FORM 990 AND THE ADMINISTRATIVE MANAGER REVIEW THE FORM 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD APPROVES ALL DISBURSEMENTS MADE AND THE FUND'S CONFLICT OF INTEREST POLICY IS TAKEN INTO CONSIDERATION ON AN ONGOING BASIS WHEN THE DISBURSEMENTS ARE APPROVED FOR PAYMENT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES APPROVES THE TRAINING COORDINATOR'S SALARY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT. 1981 AMERICAN DRIVE LLC 2201 SPRINGDALE ROAD WAUKESHA WI 53186 HOLDING TITLE AND OPERATING THE TRAINING FACILITY FOR THE FUND WI 9523 1036043 FOX VALLEY AREA SHEET METAL WORKERS JOURNEYMAN & APPRENTICE TRAINING FUND