Civic Intelligence

Western Wisconsin Ibewneca Joint Apprenticeship&Training Trust Fund

990EZ • Fiscal year 2017 • EIN 39-1084542

Jul 01, 2016 to Jun 30, 2017 • Filed on Sep 26, 2017

9480 US Hwy 53Fall Creek, WI 54742-9728

(715) 878-4068

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

75th percentile

25%

Faster asset growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

8.1%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$125,965

Up $24,789 (+25%) from 2016

Net Assets

Up

$125,965

Up $24,789 (+25%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$196,528

Up $14,718 (+8.1%) from 2016

Expenses

Down

$171,739

Down $1,810 (-1.0%) from 2016

Net Income

Up

$24,789

Up $16,528 (+200%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $105,289Liabilities 2010: $0Net Assets 2010: $105,2892010Assets 2011: $129,544Liabilities 2011: $0Net Assets 2011: $129,5442011Assets 2012: $138,207Liabilities 2012: $0Net Assets 2012: $138,2072012Assets 2013: $169,126Liabilities 2013: $0Net Assets 2013: $169,1262013Assets 2014: $133,983Liabilities 2014: $0Net Assets 2014: $133,9832014Assets 2015: $92,915Liabilities 2015: $0Net Assets 2015: $92,9152015Assets 2016: $101,176Liabilities 2016: $0Net Assets 2016: $101,1762016Assets 2017: $125,965Liabilities 2017: $0Net Assets 2017: $125,9652017Assets 2018: $153,686Liabilities 2018: $0Net Assets 2018: $153,6862018Assets 2019: $159,517Liabilities 2019: $0Net Assets 2019: $159,5172019Assets 2020: $182,769Liabilities 2020: $0Net Assets 2020: $182,7692020Assets 2021: $225,348Liabilities 2021: $0Net Assets 2021: $225,3482021Assets 2022: $259,887Liabilities 2022: $0Net Assets 2022: $259,8872022Assets 2023: $301,951Liabilities 2023: $0Net Assets 2023: $301,9512023Assets 2024: $291,451Liabilities 2024: $0Net Assets 2024: $291,4512024Assets 2025: $334,603Liabilities 2025: $0Net Assets 2025: $334,6032025

Highlighted filing

2017

Assets$125,965
Liabilities$0
Net Assets$125,965

Operations Trend

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

$400K$200K$0-$200KRevenue 2010: $117,414Expenses 2010: $85,416Net Income 2010: $31,9982010Revenue 2011: $108,109Expenses 2011: $83,854Net Income 2011: $24,2552011Revenue 2012: $98,238Expenses 2012: $89,575Net Income 2012: $8,6632012Revenue 2013: $116,422Expenses 2013: $85,503Net Income 2013: $30,9192013Revenue 2014: $83,480Expenses 2014: $118,623Net Income 2014: -$35,1432014Revenue 2015: $69,782Expenses 2015: $110,850Net Income 2015: -$41,0682015Revenue 2016: $181,810Expenses 2016: $173,549Net Income 2016: $8,2612016Revenue 2017: $196,528Expenses 2017: $171,739Net Income 2017: $24,7892017Revenue 2018: $233,909Expenses 2018: $206,188Net Income 2018: $27,7212018Revenue 2019: $263,955Expenses 2019: $258,124Net Income 2019: $5,8312019Revenue 2020: $246,462Expenses 2020: $223,210Net Income 2020: $23,2522020Revenue 2021: $228,369Expenses 2021: $185,790Net Income 2021: $42,5792021Revenue 2022: $247,175Expenses 2022: $212,636Net Income 2022: $34,5392022Revenue 2023: $303,374Expenses 2023: $261,310Net Income 2023: $42,0642023Revenue 2024: $313,836Expenses 2024: $324,336Net Income 2024: -$10,5002024Revenue 2025: $386,813Expenses 2025: $343,661Net Income 2025: $43,1522025

Highlighted filing

2017

Revenue$196,528
Expenses$171,739
Net Income$24,789
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 26, 2017
Return Version
2016v3.0
Gross Receipts
$196,528
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 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 ELETRICIANS, AND ALL OTHER ELECTRICIAN CLASSIFICATIONS THAT ARE COVERED BY THE COLLECTIVE BARGAINING AGREEMENT. TRAINING WAS PROVIDED FOR APPROXIMATELY 159 APPRENTICES AND 662 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 2 INSTRUCTORS THROUGH INSTRUCTOR IMPROVEMENT AND TRAINING COURSES.-$142,070
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN BLAHATrustee-$0--
BRIAN FRIONSecretary-$0--
JOHN GERLACHChairman-$0--
JOE SIMONTrustee-$0--
JOHN WALSHTrustee-$0--
SCOTT BRUHNTrustee-$0--
MARK LAUERTrustee-$0--
TIM PADESKYTrustee-$0--
ERICH RATHKETrustee-$0--
ERIC FANETTITrustee-$0--
Filing and Contact Details

Filer

Filer Name
Western Wisconsin Ibewneca Joint
EIN
39-1084542
Phone
7158784068
Address
9480 US HWY 53, FALL CREEK, WI 54742-9728

Signing Officer

Name
John Gerlach
Title
Chairman
Phone
7158784068
Signed
2017-09-26

Preparer

Firm
Bauman Associates Ltd
Address
PO BOX 1225, EAU CLAIRE, WI 54702-1225
Preparer
Nathan Kalepp CPA
Phone
7158342001
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Miscellaneous 600 total 600

Form 990-ez, Part I, Line 16

Expenses training books 96,426 training supplies 3,014 instructor fees 24,826 administrative fees 9,704 continuing education 8,644 insurance 2,112 testing 4,403 interveiw expense 357 conference & convention 12,507 vdv expenses 4,400 non-investment depreciation 1,193 total 167,586

Form 990-ez, Part II, Line 24

20,556 23,495 less accumulated depreciation 15,989 17,182 total 4,567 6,313

Form 990-ez, Part III

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.

Form 990-ez, Part III, Line 28

The trust fund provided programs for the education and training of participants, apprentices, journey level worker eletricians, and all other electrician classifications that are covered by the collective bargaining agreement. Training was provided for approximately 159 apprentices and 662 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 2 instructors through instructor improvement and training courses.

Raw XML Appendix182 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
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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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE TRUST FUND PROVIDED PROGRAMS FOR THE EDUCATION AND TRAINING OF PARTICIPANTS, APPRENTICES, JOURNEY LEVEL WORKER ELETRICIANS, AND ALL OTHER ELECTRICIAN CLASSIFICATIONS THAT ARE COVERED BY THE COLLECTIVE BARGAINING AGREEMENT. TRAINING WAS PROVIDED FOR APPROXIMATELY 159 APPRENTICES AND 662 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 2 INSTRUCTORS THROUGH INSTRUCTOR IMPROVEMENT AND TRAINING COURSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0142070
IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 600
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 600 TOTAL 600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES TRAINING BOOKS 96,426 TRAINING SUPPLIES 3,014 INSTRUCTOR FEES 24,826 ADMINISTRATIVE FEES 9,704 CONTINUING EDUCATION 8,644 INSURANCE 2,112 TESTING 4,403 INTERVEIW EXPENSE 357 CONFERENCE & CONVENTION 12,507 VDV EXPENSES 4,400 NON-INVESTMENT DEPRECIATION 1,193 TOTAL 167,586
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt220,556 23,495 LESS ACCUMULATED DEPRECIATION 15,989 17,182 TOTAL 4,567 6,313
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE TRUST FUND PROVIDED PROGRAMS FOR THE EDUCATION AND TRAINING OF PARTICIPANTS, APPRENTICES, JOURNEY LEVEL WORKER ELETRICIANS, AND ALL OTHER ELECTRICIAN CLASSIFICATIONS THAT ARE COVERED BY THE COLLECTIVE BARGAINING AGREEMENT. TRAINING WAS PROVIDED FOR APPROXIMATELY 159 APPRENTICES AND 662 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 2 INSTRUCTORS THROUGH INSTRUCTOR IMPROVEMENT AND TRAINING COURSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN GERLACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07158784068
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTERN WISCONSIN IBEWNECA JOINT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0APPRENTICESHIP&TRAINING TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0391084542
ReturnHeader/Filer/PhoneNum07158784068
ReturnHeader/Filer/USAddress/AddressLine1Txt09480 US HWY 53
ReturnHeader/Filer/USAddress/CityNm0FALL CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0547429728
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId037BC717E1966D0B902492C7DC6AC4510502E6028
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04C063B422B1BAAEE1649BDD669449643FBAE59BB
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391277627
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAUMAN ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAU CLAIRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0547021225
ReturnHeader/PreparerPersonGrp/PhoneNum07158342001
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATHAN KALEPP CPA
ReturnHeader/ReturnTs02017-11-03T12:32:05-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.35$0.00$3.35$3.87$3.44$0.43
2024Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$3.14$3.24$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$3.03$2.61$0.42
2022Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$2.47$2.13$0.35
2021Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$2.28$1.86$0.43
2020Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$2.46$2.23$0.23
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$2.64$2.58$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$2.34$2.06$0.28
2017Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$1.97$1.72$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$1.82$1.74$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.70$1.11$0.41
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.83$1.19$0.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.00$1.69$1.16$0.86$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.00$1.38$0.98$0.90$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$1.08$0.84$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$1.17$0.85$0.32
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • <$500k nonprofits