2025-04-08T11:29:57-05:00 2024-05-31 410746749 CLIFTONLARSONALLEN LLP 600 3RD AVENUE SE SUITE 300 CEDAR RAPIDS IA 52401 990 2023-06-01 462897549 DUBUQUE ELECTRICAL APPRENTICESHIP TRUST DUBU 5635139948 680 MAIN STREET 100 DUBUQUE IA 52001 AARON RANG CHAIR 5635139948 2025-04-07 1 0 BRITTNEY FOX P01683034 3193632697 2023 2025-03-06 01:10:19Z AARON RANG 680 MAIN STREET 100 DUBUQUE IA 52001 256808 0 X N/A X 2013 IA TO RECRUIT AND TRAIN APPRENTICES TO MEET THE GROWING NEEDS OF THE ELECTRICAL INDUSTRY. 8 8 0 0 0 0 17966 26420 199196 230388 0 0 0 0 217162 256808 0 0 0 0 0 0 0 0 0 201681 185990 201681 185990 15481 70818 219126 289944 0 0 219126 289944 TO RECRUIT AND TRAIN APPRENTICES TO MEET THE GROWING NEEDS OF THE ELECTRICAL INDUSTRY. 0 0 143136 256808 THE ORGANIZATION PROVIDED CLASSROOM TRAINING TO 30 CURRENT YEAR APPRENTICES. 143136 1 1 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 1 0 0 0 1 0 1 0 0 0 1 1 1 1 0 1 0 0 0 IA X GREG WILLGING 5635139948 680 MAIN STREET SUITE 100 DUBUQUE IA 52001 X MATT ELLIOT TRUSTEE 1.00 X 0 0 0 JAYDEN HERRIG TRUSTEE 1.00 X 0 0 0 MATTHEW NOEL SECRETARY 1.00 X X 0 0 0 AARON RANG CHAIR 1.00 X 0 0 0 RYAN CLARK TRUSTEE 1.00 X 0 0 0 ANDY GENTHE TRUSTEE 1.00 X X 0 0 0 ZACH SHIREMAN TRUSTEE 1.00 X 0 0 0 BARNEY GROBSTICK TRUSTEE 1.00 X 0 0 0 GREG WILLGING DIRECTOR OF TRAINING 12.00 X 0 0 0 0 0 0 0 0 0 0 0 26420 26420 CONTRIBUTIONS 900099 202790 202790 OTHER INCOME 900099 24562 24562 SCHOLARSHIP LOAN AGREE 900099 3036 3036 230388 256808 230388 0 0 22040 1100 20940 250 250 15310 15310 640 640 1386 734 652 4228 4228 CLASSROOM RELATED TRAIN 114324 114324 CLASSROOM TRAINING BOOK 17549 17549 JOURNEYMEN INSTRUCTOR F 5600 5600 MISCELLANEOUS 2874 2533 341 1789 1296 493 185990 143136 42854 0 219126 289944 219126 289944 0 0 X 0 0 0 0 219126 289944 219126 289944 219126 289944 70818 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 256808 0 256808 0 256808 185990 0 185990 0 185990 PART X, LINE 2: THE TRUST ESTABLISHED UNDER THE DUBUQUE ELECTRICAL APPRENTICESHIP TRUST (THE FUND) TO HOLD THE FUND'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(3)OF THE IRC AND A SIMILAR SECTION OF THE IOWA INCOME TAX LAW. THE TRUST OBTAINED ITS LATEST EXEMPTION LETTER ON SEPTEMBER 25, 2014, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE TRUST, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. HOWEVER, AS A RESULT OF THE FUND'S OPERATIONS FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE FUND'S FINANCIAL STATEMENTS FOR UNRELATED BUSINESS TAXABLE INCOME FOR 2024 AND 2023. IN ADDITION, THE FUND AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE FUND. THE FUND'S TRUSTEES BELIEVE THE TRUST IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVE THE TRUST IS TAX-EXEMPT. 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 1. OUR DEPARTMENT OF LABOR APPROVED STANDARDS INCLUDES NONDISCRIMINATORY LANGUAGE. 3. NEWSPAPER ADS INCLUDE "MINORITIES, WOMEN, AND VETRANS ARE ENCOURAGED TO APPLY" SCHEDULE E, PART I, LINE 4 4B. THE SCHOOL DOES NOT HAVE SCHOLARSHIPS OR FINANCIAL ASSISTANCE. 4D. CONTRIBUTIONS ARE PER COLLECTIVE BARGAINING AGREEMENT - WE DO NOT SOLICIT PUBLIC CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 3 THE DIRECTOR OF TRAINING IS PAID THROUGH A MANAGEMENT SERVICES AGREEMENT WITH NORTHEASTERN IOWA COMMUNITY COLLEGE FOR SERVICES PROVIDED TO THE FUND. THERE ARE NO OTHER OFFICERS OR TRUSTEES COMPENSATED BY THE MANAGEMENT SERVICES COMPANY. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES IS MADE UP OF THREE UNION AND THREE CONTRACTOR REPRESENTATIVES. THESE REPRESENTATIVES ARE APPOINTED BY THE LOCAL UNION NUMBER 704, INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS AND THE DUBUQUE DIVISION, IOWA CHAPTER, NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC., RESPECTIVELY. FORM 990, PART VI, SECTION A, LINE 8B THE PLAN DOES NOT HAVE ANY COMMITTEES WITH BROAD AUTHORITY TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES REVIEWS THE FORM 990 AND APPROVES IT PRIOR TO FILING WITH IRS. FORM 990, PART VI, SECTION B, LINE 12C POLICY WAS IMPLEMENTED IN APRIL 2015 AND DISCLOSURE WAS COMPLETED AT SAME TIME. THIS POLICY COVERS SERVICE PROVIDERS AND TRUSTEES TO THE FUND AND REQUIRES DISCLOSURE TO THE BOARD OF TRUSTEES ANY INSTANCES WHERE A RELATED PARTY MAY BENEFIT FINANCIALLY FROM A DECISION MADE BY THE FUND. ADDITIONALLY, TRUSTEES ARE FORBIDDEN FROM ANY GAINS OR ANYTHING OF VALUE FROM ANY PARTY DOING BUSINESS WITH THE FUND. INTENT IS TO CONTINUE TO MONITOR ANNUALLY WITH LEGAL COUNSEL. FORM 990, PART VI, SECTION C, LINE 19 THE BOARD OF TRUSTEES MAKES GOVERNING DOCUMENTS AND FINANCIALS AVAILABLE TO MEMBERS UPON REQUEST.