2025-10-27T13:11:13-05:00 2024-12-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2024-01-01 396256792 MILWAUKEE AREA SHEET METAL JOURNEYMEN AND APPRENTICESHIP TRAINING TRUST MILW 2627179567 2201 SPRINGDALE RD WAUKESHA WI 53186 STEUART WILSON CO-CHAIRMAN 2627179567 2025-10-27 1 0 BRIDGETTE MUGGE P00671418 2627549400 2025-10-22 2024 2025-03-06 01:10:19Z STEUART WILSON 2201 SPRINGDALE RD WAUKESHA WI 53186 5939036 0 X N/A X 1975 WI TRAINING AND EDUCATIONAL ASSISTANCE FOR APPRENTICES AND JOURNEYMEN SHEET METAL WORKERS. 8 8 10 10 0 0 0 0 2553890 3126200 215487 275297 0 0 2769377 3401497 0 0 0 0 385312 428432 0 0 0 695468 686849 1080780 1115281 1688597 2286216 6193226 8665728 283914 294852 5909312 8370876 THE COORDINATION OF TRAINING AND EDUCATIONAL ASSISTANCE FOR APPRENTICES AND JOURNEYMEN SHEET METAL WORKERS. 0 0 518855 3117249 THE COORDINATION OF TRAINING AND EDUCATIONAL ASSISTANCE FOR APPRENTICE AND JOURNEYMEN SHEET METAL WORKERS. 207706 8951 APPRENTICE SCHOOLING COST REIMBURSEMENTS TO ELIGIBLE CONTRIBUTING EMPLOYERS. 726561 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X BENESYS INC 2627179567 2201 SPRINGDALE RD WAUKESHA WI 53186 X KENNETH GROESCHEL JR CO-CHAIRMAN 2.00 X X 0 0 0 STEUART WILSON CO-CHAIRMAN 2.00 X X 0 0 0 DOUG WEIS TRUSTEE 2.00 X 0 0 0 JACK SCHIRPKE TRUSTEE 2.00 X 0 0 0 MATTHEW LININGER TRUSTEE 2.00 X 0 0 0 MICHAEL THOMAS TRUSTEE 2.00 X 0 0 0 BRAD KALCIC TRUSTEE 2.00 X 0 0 0 JACOB OLSON TRUSTEE 2.00 X 0 0 0 JOSH FREHNER COORDINATOR 40.00 X 135814 0 58936 135814 0 58936 1 0 1 0 0 EMPLOYER CONTRIBUTIONS 900099 3117249 3117249 OTHER REIMBURSEMENTS 900099 8951 8951 3126200 250523 250523 2562313 2537539 24774 24774 24774 3401497 3126200 0 275297 316057 246701 69356 44693 33131 11562 46215 25805 20410 21467 16756 4711 78345 78345 5125 5125 42467 42467 5750 5750 10643 10643 11382 11382 10513 10513 1283 1283 29668 29668 11327 11327 11982 11982 TUITION REIMBURSEMENTS 207706 207706 CONTRACTOR REIMBURSEMEN 166704 166704 ADMINISTRATIVE FEES 61987 61987 MISCELLANEOUS 11042 11042 20925 17148 3777 1115281 726561 388720 0 370249 375656 574170 496721 439303 552697 2586 2387 162493 141158 30014 21335 4756155 7186900 20749 30032 6193226 8665728 259617 259038 24297 35814 283914 294852 X 5909312 8370876 5909312 8370876 6193226 8665728 2286216 175348 0 X 0 1 X 1 0 X 120256 113000 7256 42237 28158 14079 21335 DUE TO RELATED FUND 5815 LEASE LIABILITY 29999 35814 X 3571720 175348 175348 3396372 5125 5125 3401497 1110156 0 1110156 5125 5125 1115281 PART X, LINE 2: UNDER A DETERMINATION LETTER DATED SEPTEMBER 8, 1975, THE INTERNAL REVENUE SERVICE ("IRS") HAS RULED THAT THE FUND QUALIFIES AS A TAX-EXEMPT, PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE 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). ON MAY 2, 2024, THE IRS APPROVED THE FUND'S RECLASSIFICATION FROM A PUBLIC CHARITY DESCRIBED IN SECTION IRC 509(A)(2) TO A PUBLIC CHARITY DESCRIBED IN SECTIONS 509(A)(1) AND 170(B)(1)(A)(II). U.S. GAAP REQUIRES FUND 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 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 THE FUND HAS PROVIDED ITS NONDISCRIMINATION POLICY DURING REGISTRATION AND HAS POSTED THE POLICY TO THE FUND'S INTERNET HOMEPAGE. 0 0 0 0 0 0 0 0 0 JOSH FREHNER COORDINATOR 135814 0 0 0 0 0 33131 0 25805 0 194750 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO THE TRUSTEES VIA MAIL OR OTHER MEANS FOR THEIR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF THE BOARD THAT THE EXISTENCE OF ANY CONFLICT OF INTEREST SHALL BE DISCLOSED BEFORE ANY TRANSACTION IS CONSUMMATED. IT SHALL BE THE CONTINUING RESPONSIBILITY OF THE BOARD, OFFICERS, AND MANAGEMENT EMPLOYEES TO SCRUTINIZE THEIR TRANSACTIONS AND OUTSIDE BUSINESS INTERESTS AND RELATIONSHIPS FOR POTENTIAL CONFLICTS AND TO IMMEDIATELY MAKE SUCH DISCLOSURES. THERE IS AN ANNUAL REVIEW OF ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S HEADQUARTERS.