Civic Intelligence

Racine Electrical Joint Apprenticeship and Training Fund

990EZ • Fiscal year 2014 • EIN 23-7098855

Aug 01, 2013 to Jul 31, 2014 • Filed on Nov 19, 2014

2730 Dairy Dr No 10253718-6882

(608) 221-3321

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Net Margin

29th percentile

-15%

Higher net margin than 29% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Asset Growth

38th percentile

-6.2%

Faster asset growth than 38% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

50th percentile

-0.9%

Faster revenue growth than 50% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$179,600

Down $11,917 (-6.2%) from 2013

Net Assets

Down

$179,600

Down $11,917 (-6.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$77,144

Down $720 (-0.9%) from 2013

Expenses

Up

$89,061

Up $55,921 (+169%) from 2013

Net Income

Down

-$11,917

Down $56,641 (-127%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2011: $110,118Liabilities 2011: $0Net Assets 2011: $110,1182011Assets 2012: $146,793Liabilities 2012: $0Net Assets 2012: $146,7932012Assets 2013: $191,517Liabilities 2013: $0Net Assets 2013: $191,5172013Assets 2014: $179,600Liabilities 2014: $0Net Assets 2014: $179,6002014Assets 2015: $145,924Liabilities 2015: $0Net Assets 2015: $145,9242015Assets 2016: $141,156Liabilities 2016: $0Net Assets 2016: $141,1562016Assets 2017: $126,540Liabilities 2017: $0Net Assets 2017: $126,5402017Assets 2018: $119,301Liabilities 2018: $0Net Assets 2018: $119,3012018Assets 2019: $132,267Liabilities 2019: $0Net Assets 2019: $132,2672019Assets 2020: $207,846Liabilities 2020: $0Net Assets 2020: $207,8462020Assets 2021: $224,241Liabilities 2021: $0Net Assets 2021: $224,2412021Assets 2022: $207,183Liabilities 2022: $0Net Assets 2022: $207,1832022Assets 2023: $230,459Liabilities 2023: $0Net Assets 2023: $230,4592023Assets 2024: $297,685Liabilities 2024: $0Net Assets 2024: $297,6852024

Highlighted filing

2014

Assets$179,600
Liabilities$0
Net Assets$179,600

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KRevenue 2011: $82,094Expenses 2011: $33,733Net Income 2011: $48,3612011Revenue 2012: $85,813Expenses 2012: $49,138Net Income 2012: $36,6752012Revenue 2013: $77,864Expenses 2013: $33,140Net Income 2013: $44,7242013Revenue 2014: $77,144Expenses 2014: $89,061Net Income 2014: -$11,9172014Revenue 2015: $78,249Expenses 2015: $111,925Net Income 2015: -$33,6762015Revenue 2016: $99,100Expenses 2016: $103,868Net Income 2016: -$4,7682016Revenue 2017: $91,116Expenses 2017: $105,732Net Income 2017: -$14,6162017Revenue 2018: $90,777Expenses 2018: $98,016Net Income 2018: -$7,2392018Revenue 2019: $108,788Expenses 2019: $95,822Net Income 2019: $12,9662019Revenue 2020: $189,956Expenses 2020: $114,377Net Income 2020: $75,5792020Revenue 2021: $182,465Expenses 2021: $166,070Net Income 2021: $16,3952021Revenue 2022: $122,418Expenses 2022: $139,476Net Income 2022: -$17,0582022Revenue 2023: $122,952Expenses 2023: $99,676Net Income 2023: $23,2762023Revenue 2024: $197,239Expenses 2024: $130,013Net Income 2024: $67,2262024

Highlighted filing

2014

Revenue$77,144
Expenses$89,061
Net Income-$11,917
Jump To
Filing Snapshot
Filing Period
Aug 1, 2013 to Jul 31, 2014
Signed
Nov 19, 2014
Return Version
2013v3.0
Gross Receipts
$77,144
Mission and Program Overview

Mission

A trust fund that supports a program for training and education of apprentice electricians, journey level worker electricians, and all other electrician classifications that are covered by the collective bargaining agreement.

A trust fund that supports a program for training and education of apprentice electricians and journeyworker electricians in the area covered by the collective bargaining agreement.

Program Services

DescriptionGrantsExpenses
A. THE TRUST FUND PROVIDED PROGRAMS FOR THE EDUCATION AND TRAINING OF PARTICIPANTS, APPRENTICES, JOURNEY WORKER ELECTRICIANS, AND ALL OTHER ELECTRICIAN CLASSIFICATIONS THAT ARE COVERED BY THE COLLECTIVE BARGAINING AGREEMENT. TRAINING WAS PROVIDED FOR 13 APPRENTICES AND 166 PARTICIPANTS, JOURNEY WORKER ELECTRICIANS, AND ALL OTHER ELECTRICIAN CLASSIFICATIONS THAT ARE COVERED BY THE COLLECTIVE BARGAINING AGREEMENT DURING THE YEAR. THE TRUST FUND ALSO PROVIDED TRAINING TO TWO INSTRUCTORS THROUGH INSTRUCTOR IMPROVEMENT COURSES.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOB HUMPAChairman-$0--
PAUL VOSSSecretary-$0--
BRIAN PAULICKTreasurer-$0--
RJ DATTTrustee-$0--
TODD WINTERSTrustee-$0--
KEVIN LAFEVERTrustee-$0--
GORDAN CABUSHTrustee-$0--
CYNTHIA WICKLUNDTrustee-$0--
SCOTT HOBUSTrustee-$0--
CHARLEY BRANDTTrustee-$0--
Filing and Contact Details

Filer

EIN
23-7098855
Phone
6082213321

Signing Officer

Name
Rj Datt
Title
Chairman
Phone
6082213321
Signed
2014-11-19
Discuss with paid preparer
Yes

Preparer

Preparer
Glenn Miller CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 239.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: books purchased. Amount: 10,744. Description: tuition and book assistance. Amount: 1,390. Description: other training expenses. Amount: 1,980. Description: interview/recruitment expenses. Amount: 1,550. Description: conferences and meetings. Amount: 950. Description: office expenses. Amount: 1,020. Description: insurance. Amount: 1,192. Total to form 990-ez, line 16: 18,826.

Raw XML Appendix145 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt066650
IRS990EZ/BooksInCareOfDetail/PersonNm0LAURA REIDL
IRS990EZ/BooksInCareOfDetail/PhoneNum06082213321
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102730 DAIRY DR STE 102
IRS990EZ/BooksInCareOfDetail/USAddress/City0MADISON
IRS990EZ/BooksInCareOfDetail/USAddress/State0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0537186882
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0191517
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0179600
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-11917
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03585
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0191517
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0179600
IRS990EZ/GrossReceiptsAmt077144
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0239
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt070357
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0191517
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0179600
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0191517
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0179600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BOB HUMPA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL VOSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIAN PAULICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RJ DATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TODD WINTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5KEVIN LAFEVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GORDAN CABUSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CYNTHIA WICKLUND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SCOTT HOBUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9CHARLEY BRANDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt018826
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0A TRUST FUND THAT SUPPORTS A PROGRAM FOR TRAINING AND EDUCATION OF APPRENTICE ELECTRICIANS AND JOURNEYWORKER ELECTRICIANS IN THE AREA COVERED BY THE COLLECTIVE BARGAINING AGREEMENT.
IRS990EZ/ProgramServiceRevenueAmt06548
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0A. THE TRUST FUND PROVIDED PROGRAMS FOR THE EDUCATION AND TRAINING OF PARTICIPANTS, APPRENTICES, JOURNEY WORKER ELECTRICIANS, AND ALL OTHER ELECTRICIAN CLASSIFICATIONS THAT ARE COVERED BY THE COLLECTIVE BARGAINING AGREEMENT. TRAINING WAS PROVIDED FOR 13 APPRENTICES AND 166 PARTICIPANTS, JOURNEY WORKER ELECTRICIANS, AND ALL OTHER ELECTRICIAN CLASSIFICATIONS THAT ARE COVERED BY THE COLLECTIVE BARGAINING AGREEMENT DURING THE YEAR. THE TRUST FUND ALSO PROVIDED TRAINING TO TWO INSTRUCTORS THROUGH INSTRUCTOR IMPROVEMENT COURSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt089061
IRS990EZ/TotalRevenueAmt077144
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.IBEWLU430.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 239.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BOOKS PURCHASED. AMOUNT: 10,744. DESCRIPTION: TUITION AND BOOK ASSISTANCE. AMOUNT: 1,390. DESCRIPTION: OTHER TRAINING EXPENSES. AMOUNT: 1,980. DESCRIPTION: INTERVIEW/RECRUITMENT EXPENSES. AMOUNT: 1,550. DESCRIPTION: CONFERENCES AND MEETINGS. AMOUNT: 950. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 1,020. DESCRIPTION: INSURANCE. AMOUNT: 1,192. TOTAL TO FORM 990-EZ, LINE 16: 18,826.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RJ DATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06082213321
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-19
ReturnHeader/Filer/BusinessName/BusinessNameLine10RACINE ELECTRICAL JOINT APPRENTICESHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine20AND TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0RACI
ReturnHeader/Filer/EIN0237098855
ReturnHeader/Filer/PhoneNum06082213321
ReturnHeader/Filer/USAddress/AddressLine102730 DAIRY DR NO 102
ReturnHeader/Filer/USAddress/City0MADISON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0537186882
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WEGNER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102110 LUANN LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0537133074
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN MILLER CPA
ReturnHeader/ReturnTs02014-11-21T12:36:44-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-08-01
ReturnHeader/TaxPeriodEndDt02014-07-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$1.97$1.30$0.67
2023Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$1.23$1.00$0.23
2022Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$1.22$1.39$0.17
2021Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$1.82$1.66$0.16
2020Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$1.90$1.14$0.76
2019Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$1.09$0.96$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.91$0.98$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.91$1.06$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.99$1.04$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.78$1.12$0.34
2014Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.77$0.89$0.12
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.00$1.92$0.78$0.33$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.00$1.47$0.86$0.49$0.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.82$0.34$0.48
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)9 • <$500k nonprofits