2025-11-17T15:19:44-06:00 2024-12-31 363168081 SIKICH LLC 8555 N RIVER RD 300 INDIANAPOLIS IN 46240 990 2024-01-01 351323832 APPRENTICE EDUCATION TRUST LOCAL #440 UA APPR 3172554126 1521 BROOKVILLE CROSSING WAY INDIANAPOLIS IN 46239 CHRIS QUINN CHAIRMAN 3172554126 2025-11-17 1 1 BRIDGETTE MUGGE P00671418 3178424466 2025-11-17 2024 2025-03-06 01:10:19Z CHRIS QUINN PO BOX 20425 INDIANAPOLIS IN 46220 10408010 0 X N/A X 1974 IN TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICE AND JOURNEYMEN WORKERS 9 9 68 13 0 0 807843 1295965 3971580 7058824 17258 220551 30626 35043 4827307 8610383 1181990 664423 0 0 1329912 2088556 0 0 0 1577755 2973101 4089657 5726080 737650 2884303 7473678 10427382 0 0 7473678 10427382 TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICE AND JOURNEYMEN WORKERS ENTERING THE PIPEFITTING, HEATING, AND AIR CONDITIONING TRADES. 0 0 3831171 664423 7093867 TRAINING AND EDUCATIONAL PROGRAMS FOR APPRENTICE AND JOURNEYMEN WORKERS ENTERING THE PIPEFITTING, HEATING, AND AIR CONDITIONING TRADES. 3831171 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 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 300 0 68 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X APPRENTICE EDUC TRUST 3172554126 PO BOX 20425 INDIANAPOLIS IN 46220 JOE GUTZWILLER CHAIRMAN 1.00 1.00 X X 0 0 0 ROCH RICHARDSON TREASURER 1.00 1.00 X X 0 0 0 ROBERT STIENEKER DIRECTOR 1.00 1.00 X X 0 0 0 SCOTT PRANGE DIRECTOR 1.00 1.00 X 0 0 0 CHRIS GREINER DIRECTOR 1.00 1.00 X 0 0 0 NICK WEBB DIRECTOR 1.00 1.00 X 0 0 0 MIKE PEOPLES DIRECTOR 1.00 1.00 X 0 0 0 KRIS LONG DIRECTOR 1.00 1.00 X 0 0 0 MIGUEL MOCKABEE DIRECTOR 1.00 1.00 X 0 0 0 MICHAEL CULBERTSON DIRECTOR 1.00 1.00 X 0 0 0 JOHN J KUREK DIRECTOR OF TRAINING 40.00 X 122753 0 72297 TODD A HENDRICKSON WELDING COORDINATOR 40.00 X 137468 0 73991 MARC CLARK TRAINING COORDINATOR 40.00 X 117609 0 76617 TROY STIENEKER INSTRUCTOR 40.00 X 107633 0 65831 485463 0 288736 4 0 1 0 0 1260965 35000 1295965 INDUSTRY CONTRIBUTIONS 611430 6789092 6789092 PROGRAM FEES AND BOOK SALES 611430 269732 269732 7058824 207664 207664 1810514 1797627 12887 12887 12887 OTHER INCOME 812900 35043 35043 35043 8610383 7093867 0 220551 664423 664423 1449940 605812 844128 525112 525112 113504 47445 66059 9000 9000 17667 17667 24066 24066 35129 35129 61947 61947 523822 280568 243254 31068 23989 7079 601581 601581 178034 178034 31845 852 30993 STIPENDS 491285 491285 WELDING EQUIPMENT 293070 293070 APPRENTICE BOOKS 214091 214091 SCHOOL EQUIPMENT 102873 102873 357623 327148 30475 5726080 3831171 1894909 0 897762 1353569 138462 142122 2988102 1121437 2040823 1866665 4396631 7065026 7473678 10427382 0 0 X 0 0 0 0 7473678 10427382 7473678 10427382 7473678 10427382 2884303 69401 0 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1707775 355082 1352693 1164264 731535 432729 116063 34820 81243 1866665 X 8662117 69401 69401 8592716 17667 17667 8610383 5708413 0 5708413 17667 17667 5726080 PART X, LINE 2: THE FUND HAS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE ("IRS") DATED JANUARY 24, 2001, STATING THE FUND IS TAX EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE. FEDERAL AND STATE TAXES ON UNRELATED BUSINESS INCOME, IF APPLICABLE ARE PROVIDED AT THE STATUTORY TAX RATES. THE FUND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A). US 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 PUBLISHED IN LOCAL NEWSPAPER DURING PERIOD OF ACCEPTING APPLICATION FOR ENROLLMENT. 1 IVY TECH STUDENT FEES 444 469838 PART I, LINE 2: 100% OF OUR FINANCIALS INCLUDING THE IVY TECH FUNDS ARE REVIEWED BY OUR JOINT APPRENTICESHIP TRAINING COMMITTEE ON A MONTHLY BASIS. THIS FUNDING IS USED IN CONJUNCTION WITH THE IVY TECH DEGREE PROGRAM AND ANY ADDITIONAL FUNDS RECEIVED FROM IVY TECH ARE PUT INTO THE APPRENTICESHIP TRUST TO BE USED ONLY FOR TRAINING OF LOCAL 440 APPRENTICES AND MEMBERS. 0 0 0 0 0 0 0 0 0 TODD A HENDRICKSON WELDING COORDINATOR 137468 0 0 0 0 0 47228 0 26763 0 211459 0 0 0 JOHN J KUREK DIRECTOR OF TRAINING 122753 0 0 0 0 0 44642 0 27655 0 195050 0 0 0 MARC CLARK TRAINING COORDINATOR 117609 0 0 0 0 0 48962 0 27655 0 194226 0 0 0 TROY STIENEKER INSTRUCTOR 107633 0 0 0 0 0 39068 0 26763 0 173464 0 0 0 TROY STIENEKER FAMILY MEMBER OF BOARD MEMBER 173465 COMPENSATION AS EMPLOYEE 0 TYLER STIENEKER FAMILY MEMBER OF BOARD MEMBER 16045 COMPENSATION AS EMPLOYEE 0 FORM 990, PART VI, SECTION A, LINE 3 THE TRUST IS MANAGED BY TWO TRUSTEES, ONE OF WHOM IS EMPLOYED BY MECHANICAL CONTRACTORS ASSOCIATION OF INDIANA, INC. (MCAI), AN INDUSTRY TRADE ORGANIZATION. THE OTHER IS THE BUSINESS MANAGER FOR THE PLUMBERS AND STEAMFITTERS LOCAL #440 U.A. (LOCAL #440). THE TRUST IS A SEPARATE ENTITY BUT RECEIVES ADMINISTRATIVE ASSISTANCE FROM BOTH MCAI AND LOCAL #440. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW BEFORE THE FORM 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD RECEIVES AND REVIEWS SIGNED CONFLICT OF INTEREST FORMS ANNUALLY. FORM 990, PART VI, SECTION C, LINE 18 A COMPLETE COPY OF THE FORM 990 IS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.