2025-02-25T13:43:11-06:00 2024-04-30 320043599 LEGACY PROFESSIONALS LLP 6800 FRANCE AVENUE SO SUITE 550 EDINA MN 55435 990 2023-05-01 410951379 MINNEAPOLIS ELECTRICAL JOINT APPRENTICESHIP & TRAINING TR FUND MINN 7634970072 13100 FRANKFORT PARKWAY ST MICHAEL MN 55376 JOHN AXELSON TRUSTEE - CHAIRMAN 7634970072 2025-02-25 1 0 ERIC C BAERTSCH P00964071 9528413950 2023 2025-03-06 01:10:19Z JOHN AXELSON 13100 FRANKFORT PARKWAY ST MICHAEL MN 55376 4456163 0 X WWW.MPLSJATC.ORG X 1968 MN APPRENTICESHIP AND TRAINING FUND 8 8 42 0 0 0 0 76493 4234496 4325710 1571 29738 11661 24222 4247728 4456163 373518 403586 0 0 2410348 2501090 0 0 0 1292758 1399954 4076624 4304630 171104 151533 7361392 7484836 548070 484885 6813322 6999951 APPRENTICESHIP AND TRAINING FUND 0 0 3065973 403586 4325710 ADMINISTER APPRENTICE AND TRAINING PROGRAMS FOR THE ELECTRICAL CONTRACTING INDUSTRY. 3065973 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 330 0 1 42 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 MN X TREVOR TUREK 7634970072 13100 FRANKFORT PARKWAY ST MICHAEL MN 55376 X WHITNEY HUNTER TRUSTEE - PAST 1.00 X 0 0 0 KYLE RAASCH TRUSTEE 1.00 X 0 0 0 JEFFREY HEIMERL TRUSTEE 1.00 X 0 0 0 KURT MOBROTEN TRUSTEE 1.00 X 0 0 0 DAN FERGUSON TRUSTEE - PAST 1.30 X 0 0 0 JOHN AXELSON TRUSTEE - CHAIRMAN 1.30 X 0 0 0 DAVID MANDERSON TRUSTEE - PAST 1.00 X 0 0 0 JERRY BECHER TRUSTEE 1.00 X 0 0 0 KRISTIN CAUSBY TRUSTEE 1.00 X 0 0 0 ANTONIO HANSEN TRUSTEE 1.00 X 0 0 0 JOHN KRIPOTOS TRUSTEE 1.00 X 0 0 0 TREVOR TUREK ASST TRAINING DIRECTOR 44.00 X 141304 0 49299 GREGORY HAYENGA INSTRUCTOR 44.00 X 143145 0 48416 JOHN KJOME INSTRUCTOR 44.00 X 132489 0 48416 DERRICK ATKINS TRAINING DIRECTOR 46.00 X 162416 0 51354 JEREMY WEED INSTRUCTOR 43.00 X 129565 0 47805 708919 0 245290 8 0 1 0 0 76493 76493 EMPLOYER CONTRIBUTIONS 900099 3443831 3443831 STUDENT STIPENDS 900099 756988 756988 CONTINUING EDUCATION 900099 67027 67027 APPLICATION FEES 900099 39720 39720 TUITION 900099 18144 18144 4325710 29738 29738 OTHER INCOME 900099 24222 24222 24222 4456163 4325710 0 53960 403586 403586 1751435 1171640 579795 358770 231100 127670 254938 151792 103146 135947 91111 44836 9225 9225 18500 18500 24677 24677 124780 124780 43124 43124 391813 391813 12035 12035 102197 102197 141674 47706 93968 15571 15571 TRAINING SUPPLIES 439529 439529 APPLICANT RECRUITMENT 41330 41330 TUITION/CLASS FEES 35499 35499 4304630 3065973 1238657 0 200 200 1936100 2124328 677302 726279 20202 21226 8027548 4931870 3219303 3095678 1377678 1412774 130607 104351 7361392 7484836 58134 58150 489936 426735 548070 484885 X 0 0 0 0 6813322 6999951 6813322 6999951 7361392 7484836 151533 35096 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 199381 199381 5145638 2902667 2242971 1600305 1437468 162837 1082224 591735 490489 3095678 JACKSON NATIONAL POLICY 10/2024 158741 C JACKSON NATIONAL POLICY 11/2026 265935 C ATHENE ANNUITY POLICIES 878570 C GREAT AMERICAN ANNUITY POLICY 109528 C 1412774 ACCRUED VACATION PAY 92594 STUDENT STIPEND REIMBURSEMENT 200732 PAYROLL WITHHOLDINGS NOT REMITTED AT YEAR END 14230 OPERATING LEASE LIABILITIES 104351 ACCRUED WAGES 14828 426735 X 4491259 35096 35096 4456163 0 4456163 4304630 0 4304630 0 4304630 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 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE TRAINING FUND HAS PUBLICIZED ITS RACIAL NONDISCRIMINATORY POLICY THROUGH THE STAR TRIBUNE AND ST. CLOUD TIMES. BOTH OF WHICH ARE NEWSPAPER MEDIA. THE TRAINING FUND ALSO INCLUDES THIS STATEMENT ON ITS APPLICATIONS AND WEBSITE. SCHEDULE E, PART I, LINE 6 THE FUND RECEIVES GOVERNMENT FINANCIAL AID FROM THE MINNESOTA GI BILL PROGRAM. 1 STUDENT TEXTBOOKS 332 185871 STUDENT SCHOLARSHIP 334 217715 PART I, LINE 2: THE TRAINING FUND TRUSTEES EXERCISE DUE DILIGENCE PRIOR TO ISSUING SCHOLARSHIPS. SCHOLARSHIPS ARE MADE FOR THE GENERAL USE OF THE STUDENTS WHO RECEIVE THEM. A STUDENT MUST MAINTAIN ADEQUATE ATTENDANCE AND GRADE POINT AVERAGE IN ORDER TO BECOME ELIGIBLE FOR A SCHOLARSHIP. DOCUMENTATION FOR ALL SCHOLARSHIPS IS RETAINED AT THE TRAINING FUND OFFICE. X X 0 0 0 0 0 0 0 0 0 DERRICK ATKINS TRAINING DIRECTOR 162416 0 0 0 0 0 32946 0 18408 0 213770 0 0 0 GREGORY HAYENGA INSTRUCTOR 143145 0 0 0 0 0 30008 0 18408 0 191561 0 0 0 TREVOR TUREK ASST TRAINING DIRECTOR 141304 0 0 0 0 0 30891 0 18408 0 190603 0 0 0 JOHN KJOME INSTRUCTOR 132489 0 0 0 0 0 30008 0 18408 0 180905 0 0 0 JEREMY WEED INSTRUCTOR 129565 0 0 0 0 0 29397 0 18408 0 177370 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A THE FUND SHALL BE ADMINISTERED BY A BOARD OF TRUSTEES WHICH SHALL BE COMPRISED OF EIGHT TRUSTEES, FOUR OF WHOM SHALL BE APPOINTED BY THE UNION AND SHALL ACT AS EMPLOYEE TRUSTEES, AND FOUR OF WHOM SHALL BE APPOINTED BY THE ASSOCIATION AND SHALL ACT AS EMPLOYER TRUSTEES. IN THE EVENT A VACANCY SHALL OCCUR, A SUCCESSOR TRUSTEE SHALL BE IMMEDIATELY APPOINTED BY THE PARTY HAVING AUTHORITY AS DESCRIBED ABOVE. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO AND REVIEWED BY THE TRAINING DIRECTOR AND THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FUND HAS ADOPTED A CONFLICT OF INTEREST POLICY WHEREBY ANNUALLY EACH TRUSTEE OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: 1) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, 2) HAS READ AND UNDERSTANDS THE POLICY, 3) HAS AGREED TO COMPLY WITH THE POLICY, AND 4) UNDERSTANDS THE FUND IS TAX-EXEMPT AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX EXEMPT PURPOSES. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC. THESE DOCUMENTS CAN BE OBTAINED BY REQUEST AT THE FUND'S OFFICE IN ST. MICHAEL, MN.