2024-03-01T09:40:45-06:00 2023-06-30 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2022-07-01 450341316 DAKOTAS AREA ELECTRICAL APPRENTICESHIP AND TRAINING FUND DAKO 7012931300 2901 FIRST AVENUE NO FARGO ND 58102 ED CHRISTIAN TRUSTEE 7012931300 2024-02-29 1 ED CHRISTIAN 999009999 0 JACOB D EKLUND P01455813 9528413950 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ED CHRISTIAN 2901 FIRST AVENUE NO FARGO ND 58102 2108332 0 X WWW.DAKOTASJATC.ORG X 1958 ND APPRENTICESHIP AND TRAINING PROGRAM 8 8 37 0 0 0 268325 195748 1108326 1287572 103485 48608 0 7903 1480136 1539831 129230 82410 0 0 819310 869186 0 0 0 462820 516531 1411360 1468127 68776 71704 2225203 2509773 180345 380725 2044858 2129048 APPRENTICESHIP AND TRAINING PROGRAM 0 0 1207904 82410 1287572 THE TRUST FUND EXISTS FOR THE SOLE PURPOSE OF SUPPORTING A PROGRAM FOR THE TRAINING AND EDUCATION OF ELECTRICAL APPRENTICES, JOURNEYMEN, AND OTHERS AND FOR PROGRAMS IN FURTHERANCE OF THE ELECTRICAL APPRENTICESHIP AND TRAINING PROGRAM AND THE ELECTRICAL INDUSTRY. THIS TRAINING IS PROVIDED THROUGH EMPLOYER CONTRIBUTIONS SET ASIDE THROUGH A COLLECTIVE BARGAINING AGREEMENT. 1207904 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 2 0 1 37 1 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 0 0 0 X ED CHRISTIAN 7012931300 2901 FIRST AVENUE NO FARGO ND 58102 RANDY STAINBROOK TRUSTEE - PAST 1.00 3.00 X 0 0 0 ED CHRISTIAN TRUSTEE 1.00 3.00 X X 0 0 0 JAMIE HELGESON TRUSTEE - PAST 1.00 3.00 X 0 0 0 JAY SODERQUIST TRUSTEE 1.00 X 0 0 0 KORY RAWSTERN TRUSTEE - PAST 1.00 3.00 X 0 0 0 LANCE JOHNSON TRUSTEE 1.00 X 0 0 0 BRENT MICHELSEN TRUSTEE 1.00 X 0 0 0 ROBERT WOLF TRUSTEE 1.00 3.00 X 0 0 0 DYLAN MEYER TRUSTEE 1.00 3.00 X X 0 0 0 JEREMY DENAULT TRUSTEE 1.00 3.00 X 0 0 0 MICHAEL PLANK TRUSTEE 1.00 3.00 X 0 0 0 ADAM KIDWELL DIRECTOR OF EDUCATION 54.00 X 109848 0 29216 109848 0 29216 1 0 0 0 0 195748 68213 195748 EMPLOYER CONTRIBUTIONS 900099 1287572 1287572 1287572 37935 37935 579174 568501 10673 10673 10673 MISCELLANEOUS INCOME 900099 7903 7903 7903 1539831 1287572 0 56511 82410 82410 668038 668038 79380 79380 72570 72570 49198 49198 19279 19279 21666 21666 8117 8117 111233 111233 41727 41727 15827 15827 68506 63554 4952 57250 57250 16562 16562 22528 22528 20860 20860 EDUCATION 38734 38734 SHOP SUPPLIES 35120 35120 APPRENTICE EXPENSES 22258 22258 MODULES 11065 11065 5799 5799 1468127 1207904 260223 0 145153 190300 16279 40259 160269 157915 21492 53398 17465 329685 225169 65798 104516 1816212 1770300 0 175620 2225203 2509773 180345 205105 0 175620 180345 380725 X 0 0 0 0 2044858 2129048 2044858 2129048 2225203 2509773 71704 12486 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13000 2167 10833 308186 215201 92985 8499 7801 698 104516 OPERATING LEASE 175620 175620 LEASE LIABILITIES 175620 175620 X 1544200 12486 12486 1531714 8117 8117 1539831 1460010 0 1460010 8117 8117 1468127 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE FUND TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. 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 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE FUND ADVISES ALL APPRENTICE APPLICANTS THAT THERE ARE AFFIRMATIVE ACTION POLICIES IN PLACE. SCHEDULE E, PART I, LINE 4 THE FUND DOES NOT SOLICIT CONTRIBUTIONS. 1 SCHOLARSHIP 140 82410 BOOK VALUE CREDIT ISSUED TO OFFSET THE COST OF THE NEXT SCHOOL YEAR'S SUPPLIES. PART I, LINE 2: THE TRUSTEES CAREFULLY REVIEW ALL GRANTS AND ASSISTANCE TO INDIVIDUALS PRIOR TO THEIR APPROVAL AND DISBURSEMENT. APPROVAL IS GRANTED ONLY AFTER THE TRUSTEES HAVE COMPLETED THEIR DUE DILIGENCE. THE TRUSTEES PERFORM NO SUBSEQUENT MONITORING OF THE USE OF THE ASSISTANCE. ALL RECORDS REGARDING THE DISBURSEMENTS OF FUNDS ARE MAINTAINED AT THE FUND'S OFFICE. X TANGIBLE PROPERTY 10 43213 X TOOL KITS 25 25000 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A FOUR TRUSTEES ARE APPOINTED BY THE UNIONS AND FOUR TRUSTEES ARE APPOINTED BY THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO, REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL TRUSTEES ARE REQUIRED TO REPORT ANY CONFLICTS OF INTEREST TO THE CHAIRMAN AND SECRETARY, OR THE FUND COUNSEL. IN THE EVENT THAT A CONFLICT OF INTEREST IS DISCOVERED, THE TRUSTEE SHALL RECUSE HIMSELF FROM DELIBERATION AND VOTING ON THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST AT THE FUND'S OFFICE. DAKOTAS AREAWIDE IBEW-NECA VACATION AND HOLIDAY FUND 2901 FIRST AVENUE NORTH FARGO ND 58102 450344738 TO PROVIDE VACATION AND HOLIDAY BENEFITS ND 501C9 N/A 0 DAKOTAS AND WESTERN MN ELECTRICAL IND HEALTH AND WELFARE FUND 2901 FIRST AVENUE NORTH FARGO ND 58102 456038633 TO PROVIDE HEALTH AND WELFARE BENEFITS ND 501C9 N/A 0 DAKOTAS AREAWIDE IBEW-NECA SAVINGS AND RETIREMENT PLAN 2901 FIRST AVENUE NORTH FARGO ND 58102 450348980 TO PROVIDE RETIREMENT BENEFITS ND 401A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0