Civic Intelligence

Racine Electrical Joint Apprenticeship and Training Fund

990EZ • Fiscal year 2021 • EIN 23-7098855

Aug 01, 2020 to Jul 31, 2021 • Filed on Dec 16, 2021

Organization ProfileWWW.WIJATC.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

63rd percentile

0.00x

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

2021 filings • 501(c)9 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

65th percentile

0.00x

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

2021 filings • 501(c)9 • <$500k nonprofits • Source year 2021

Net Margin

66th percentile

9.0%

Higher net margin than 66% of similar nonprofits.

2021 filings • 501(c)9 • <$500k nonprofits • Source year 2021

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2021 filings • 501(c)9 • <$500k nonprofits • Source year 2021

Asset Growth

72nd percentile

7.9%

Faster asset growth than 72% of similar nonprofits.

2021 filings • 501(c)9 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

56th percentile

-3.9%

Faster revenue growth than 56% of similar nonprofits.

2021 filings • 501(c)9 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$224,241

Up $16,395 (+7.9%) from 2020

Net Assets

Up

$224,241

Up $16,395 (+7.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin66th percentile

Revenue

Down

$182,465

Down $7,491 (-3.9%) from 2020

Expenses

Up

$166,070

Up $51,693 (+45%) from 2020

Net Income

Down

$16,395

Down $59,184 (-78%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth72nd 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

2021

Assets$224,241
Liabilities$0
Net Assets$224,241
Open 2021 Filing

Operations Trend

Revenue Growth56th 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

2021

Revenue$182,465
Expenses$166,070
Net Income$16,395
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2020 to Jul 31, 2021
Signed
Dec 16, 2021
Return Version
2020v4.1
Gross Receipts
$182,465
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, journey level worker electricians, and all other electrician classifications in the area covered by the collective bargaining agreement.

Program Services

DescriptionGrantsExpenses
THE TRUST FUND PROVIDED PROGRAMS FOR THE EDUCATION AND TRAINING OF PARTICIPANTS, APPRENTICES, JOURNEY LEVEL WORKER ELECTRICIANS, AND ALL OTHER ELECTRICIAN CLASSIFICATIONS THAT ARE COVERED BY THE COLLECTIVE BARGAINING AGREEMENT. TRAINING WAS PROVIDED FOR APPROXIMATELY TWENTY-SEVEN (27) APPRENTICES AND ONE-HUNDRED-FORTY-ONE (141) PARTICIPANTS, JOURNEY LEVEL 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 (2) INSTRUCTORS THROUGH INSTRUCTOR IMPROVEMENT AND TRAINING COURSES, AND ONE (1) COMMITTEE MEMBER THROUGH A CONFERENCE AND TRAINING COURSE.$0$0
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RJ DATTChairman-$0--
PAUL VOSSSecretary (Thru Nov 2020)-$0--
CHARLEY BRANDTSecretary (Since Nov 2020)-$0--
BRIAN PAULICKTreasurer-$0--
NICK FICKTrustee-$0--
TODD WINTERSTrustee-$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
2021-12-16
Discuss with paid preparer
Yes

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PL STE 300, MADISON, WI 53713-4236
Preparer
Glenn Miller CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 106.”

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

“Description: books purchased. Amount: 19,386. Description: insurance. Amount: 2,013. Description: interview/recruitment expenses. Amount: 4,037. Description: office expenses. Amount: 3,856. Description: other training expenses. Amount: 5,970. Description: conferences, conventions, and meetings. Amount: 866. Total to form 990-ez, line 16: 36,128.”

Raw XML Appendix128 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/BenefitsPaidToOrForMembersAmt0123143
IRS990EZ/BooksInCareOfDetail/PersonNm0LAURA RIEDL
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/BOYAmt0207846
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0224241
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt016395
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06799
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0207846
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0224241
IRS990EZ/GrossReceiptsAmt0182465
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0106
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt0169499
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0207846
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0224241
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0207846
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0224241
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
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RJ DATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PAUL VOSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHARLEY BRANDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIAN PAULICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4NICK FICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TODD WINTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY (THRU NOV 2020)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY (SINCE NOV 2020)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt036128
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0A TRUST FUND THAT SUPPORTS A PROGRAM FOR TRAINING AND EDUCATION OF APPRENTICE ELECTRICIANS, JOURNEY LEVEL WORKER ELECTRICIANS, AND ALL OTHER ELECTRICIAN CLASSIFICATIONS IN THE AREA COVERED BY THE COLLECTIVE BARGAINING AGREEMENT.
IRS990EZ/ProgramServiceRevenueAmt012860
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE TRUST FUND PROVIDED PROGRAMS FOR THE EDUCATION AND TRAINING OF PARTICIPANTS, APPRENTICES, JOURNEY LEVEL WORKER ELECTRICIANS, AND ALL OTHER ELECTRICIAN CLASSIFICATIONS THAT ARE COVERED BY THE COLLECTIVE BARGAINING AGREEMENT. TRAINING WAS PROVIDED FOR APPROXIMATELY TWENTY-SEVEN (27) APPRENTICES AND ONE-HUNDRED-FORTY-ONE (141) PARTICIPANTS, JOURNEY LEVEL 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 (2) INSTRUCTORS THROUGH INSTRUCTOR IMPROVEMENT AND TRAINING COURSES, AND ONE (1) COMMITTEE MEMBER THROUGH A CONFERENCE AND TRAINING COURSE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0166070
IRS990EZ/TotalRevenueAmt0182465
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WIJATC.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 106.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BOOKS PURCHASED. AMOUNT: 19,386. DESCRIPTION: INSURANCE. AMOUNT: 2,013. DESCRIPTION: INTERVIEW/RECRUITMENT EXPENSES. AMOUNT: 4,037. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 3,856. DESCRIPTION: OTHER TRAINING EXPENSES. AMOUNT: 5,970. DESCRIPTION: CONFERENCES, CONVENTIONS, AND MEETINGS. AMOUNT: 866. TOTAL TO FORM 990-EZ, LINE 16: 36,128.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RJ DATT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06082213321
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-16
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/AddressLine1Txt02921 LANDMARK PL STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537134236
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN MILLER CPA
ReturnHeader/ReturnTs02021-12-20T12:21:17-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RJ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DATT
ReturnHeader/TaxPeriodBeginDt02020-08-01
ReturnHeader/TaxPeriodEndDt02021-07-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$224,241
Liabilities
$0
Net assets
$224,241
Revenue
$182,465
Expenses
$166,070
Net income
$16,395
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