Civic Intelligence

Racine Electrical Joint Apprenticeship and Training Fund

990EZ • Fiscal year 2015 • EIN 23-7098855

Aug 01, 2014 to Jul 31, 2015 • Filed on Jan 18, 2016

Organization ProfileWWW.IBEWLU430.ORG
2730 Dairy Dr No 102Madison, WI 53718-6882

(608) 221-3321

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

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

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

66th percentile

0.00x

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

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Net Margin

21st percentile

-43%

Higher net margin than 21% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Top Officer Pay

69th percentile

$0

Higher top officer pay than 69% of similar nonprofits.

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

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

Asset Growth

26th percentile

-19%

Faster asset growth than 26% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

63rd percentile

1.4%

Faster revenue growth than 63% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$145,924

Down $33,676 (-19%) from 2014

Net Assets

Down

$145,924

Down $33,676 (-19%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin21st percentile

Revenue

Up

$78,249

Up $1,105 (+1.4%) from 2014

Expenses

Up

$111,925

Up $22,864 (+26%) from 2014

Net Income

Down

-$33,676

Down $21,759 (-183%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

2015

Assets$145,924
Liabilities$0
Net Assets$145,924
Open 2015 Filing

Operations Trend

Revenue Growth63rd percentile

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

2015

Revenue$78,249
Expenses$111,925
Net Income-$33,676
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Jan 18, 2016
Return Version
2014v6.0
Gross Receipts
$78,249
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 the education and training of participants, apprentices, journey worker electricians, and all other electrician classifications that are covered by the collective bargaining agreement.

Program Services

DescriptionGrantsExpenses
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 19 APPRENTICES AND 155 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
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RJ DATTChairman-$0--
PAUL VOSSSecretary-$0--
BRIAN PAULICKTreasurer-$0--
TODD WINTERSTrustee-$0--
KEVIN LAFEVERTrustee-$0--
SCOTT HOBUSTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Racine Electrical Joint Apprenticeship
EIN
23-7098855
Phone
6082213321
Address
2730 DAIRY DR NO 102, MADISON, WI 53718-6882

Signing Officer

Name
Rj Datt
Title
Chairman
Phone
6082213321
Signed
2016-01-18
Discuss with paid preparer
Yes

Preparer

Firm
Wegner Cpas Llp
Address
2110 LUANN LN, MADISON, WI 53713-3074
Preparer
Glenn Miller CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 193.”

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

“Description: books purchased. Amount: 11,974. Description: insurance. Amount: 1,192. Description: interview/recruitment expenses. Amount: 1,638. Description: office expenses. Amount: 1,024. Description: other training expenses. Amount: 3,363. Total to form 990-ez, line 16: 19,191.”

Raw XML Appendix123 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0LAURA REIDL
IRS990EZ/BooksInCareOfDetail/PhoneNum06082213321
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02730 DAIRY DR STE 102
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0537186882
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0179600
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0145924
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-33676
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012049
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0179600
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0145924
IRS990EZ/GrossReceiptsAmt078249
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0193
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt071051
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0179600
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0145924
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0179600
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0145924
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/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RJ DATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL VOSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2BRIAN PAULICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TODD WINTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4KEVIN LAFEVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SCOTT HOBUS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt019191
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0A TRUST FUND THAT SUPPORTS A PROGRAM FOR THE EDUCATION AND TRAINING OF PARTICIPANTS, APPRENTICES, JOURNEY WORKER ELECTRICIANS, AND ALL OTHER ELECTRICIAN CLASSIFICATIONS THAT ARE COVERED BY THE COLLECTIVE BARGAINING AGREEMENT.
IRS990EZ/ProgramServiceRevenueAmt07005
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE 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 19 APPRENTICES AND 155 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/TotalExpensesAmt0111925
IRS990EZ/TotalRevenueAmt078249
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.IBEWLU430.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 193.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BOOKS PURCHASED. AMOUNT: 11,974. DESCRIPTION: INSURANCE. AMOUNT: 1,192. DESCRIPTION: INTERVIEW/RECRUITMENT EXPENSES. AMOUNT: 1,638. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 1,024. DESCRIPTION: OTHER TRAINING EXPENSES. AMOUNT: 3,363. TOTAL TO FORM 990-EZ, LINE 16: 19,191.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RJ DATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06082213321
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-01-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RACINE ELECTRICAL JOINT APPRENTICESHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0RACI
ReturnHeader/Filer/EIN0237098855
ReturnHeader/Filer/PhoneNum06082213321
ReturnHeader/Filer/USAddress/AddressLine1Txt02730 DAIRY DR NO 102
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0537186882
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGNER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02110 LUANN LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537133074
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN MILLER CPA
ReturnHeader/ReturnTs02016-01-20T16:46:13-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$145,924
Liabilities
$0
Net assets
$145,924
Revenue
$78,249
Expenses
$111,925
Net income
-$33,676
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. 2015 filings • 501(c)9 • <$500k nonprofits