Civic Intelligence

Kenosha Electrical Joint Apprenticeship and Training Trust Fund

990EZ • Fiscal year 2022 • EIN 39-1307109

Jun 01, 2021 to May 31, 2022 • Filed on Mar 02, 2023

Organization ProfileWWW.WIJATC.ORG
2730 Dairy Dr 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

55th percentile

0.00x

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

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

55th percentile

0.00x

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

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Net Margin

40th percentile

-0.9%

Higher net margin than 40% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • 501(c)5 • <$500k nonprofits • Source year 2022

Asset Growth

45th percentile

-0.4%

Faster asset growth than 45% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

40%

Faster revenue growth than 91% of similar nonprofits.

2022 filings • 501(c)5 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$457,507

Down $1,615 (-0.4%) from 2021

Net Assets

Down

$457,507

Down $1,615 (-0.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin40th percentile

Revenue

Up

$177,033

Up $50,703 (+40%) from 2021

Expenses

Down

$178,648

Down $26,032 (-13%) from 2021

Net Income

Up

-$1,615

Up $76,735 (+98%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$800K$600K$400K$200K$0Assets 2010: $231,208Liabilities 2010: $0Net Assets 2010: $231,2082010Assets 2011: $266,849Liabilities 2011: $0Net Assets 2011: $266,8492011Assets 2012: $297,536Liabilities 2012: $0Net Assets 2012: $297,5362012Assets 2013: $324,834Liabilities 2013: $0Net Assets 2013: $324,8342013Assets 2014: $413,096Liabilities 2014: $0Net Assets 2014: $413,0962014Assets 2015: $567,922Liabilities 2015: $0Net Assets 2015: $567,9222015Assets 2016: $638,284Liabilities 2016: $0Net Assets 2016: $638,2842016Assets 2017: $653,475Liabilities 2017: $0Net Assets 2017: $653,4752017Assets 2018: $613,471Liabilities 2018: $0Net Assets 2018: $613,4712018Assets 2019: $562,213Liabilities 2019: $0Net Assets 2019: $562,2132019Assets 2020: $537,472Liabilities 2020: $0Net Assets 2020: $537,4722020Assets 2021: $459,122Liabilities 2021: $0Net Assets 2021: $459,1222021Assets 2022: $457,507Liabilities 2022: $0Net Assets 2022: $457,5072022Assets 2023: $417,359Liabilities 2023: $0Net Assets 2023: $417,3592023Assets 2024: $308,621Liabilities 2024: $0Net Assets 2024: $308,6212024

Highlighted filing

2022

Assets$457,507
Liabilities$0
Net Assets$457,507
Open 2022 Filing

Operations Trend

Revenue Growth91st percentile

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

$300K$200K$100K$0-$100K-$200KRevenue 2010: $138,118Expenses 2010: $120,799Net Income 2010: $17,3192010Revenue 2011: $119,109Expenses 2011: $83,468Net Income 2011: $35,6412011Revenue 2012: $69,055Expenses 2012: $38,368Net Income 2012: $30,6872012Revenue 2013: $62,126Expenses 2013: $34,828Net Income 2013: $27,2982013Revenue 2014: $110,249Expenses 2014: $21,987Net Income 2014: $88,2622014Revenue 2015: $172,778Expenses 2015: $17,952Net Income 2015: $154,8262015Revenue 2016: $157,580Expenses 2016: $87,218Net Income 2016: $70,3622016Revenue 2017: $136,339Expenses 2017: $121,148Net Income 2017: $15,1912017Revenue 2018: $135,544Expenses 2018: $175,548Net Income 2018: -$40,0042018Revenue 2019: $123,820Expenses 2019: $175,078Net Income 2019: -$51,2582019Revenue 2020: $155,954Expenses 2020: $180,695Net Income 2020: -$24,7412020Revenue 2021: $126,330Expenses 2021: $204,680Net Income 2021: -$78,3502021Revenue 2022: $177,033Expenses 2022: $178,648Net Income 2022: -$1,6152022Revenue 2023: $204,870Expenses 2023: $245,018Net Income 2023: -$40,1482023Revenue 2024: $153,280Expenses 2024: $262,018Net Income 2024: -$108,7382024

Highlighted filing

2022

Revenue$177,033
Expenses$178,648
Net Income-$1,615
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Mar 2, 2023
Return Version
2021v4.2
Gross Receipts
$177,033
Mission and Program Overview

Mission

A trust fund that supports a program for the training and education of apprentice electricians, journey-level worker electricians, and all other electrician classifications in the area 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 FORTY-FOUR (44) APPRENTICES AND TWO HUNDRED (200) 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.$0$0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK RUFFOLOChairman-$0--
DAVID TURNERSecretary-$0--
JEFF HANSONTrustee-$0--
JOHN WICKSTrustee-$0--
MATTHEW CARDINALITrustee-$0--
SEAN FRANKTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Kenosha Electrical Joint Apprenticeship
EIN
39-1307109
Phone
6082213321
Address
2730 DAIRY DR 102, MADISON, WI 53718-6882

Signing Officer

Name
Frank Ruffolo
Title
Chairman
Phone
6082213321
Signed
2023-03-02
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

“Description: interest income. Amount: 151.”

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

“Description: books purchased. Amount: 27,120. Description: interview/recruitment. Amount: 2,511. Description: application fees. Amount: 5,757. Description: office expenses. Amount: 346. Description: conferences, conventions, and meetings. Amount: 11,265. Total to form 990-ez, line 16: 46,999.”

Raw XML Appendix131 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/BenefitsPaidToOrForMembersAmt0127749
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/BOYAmt0459122
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0457507
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1615
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03900
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0459122
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0457507
IRS990EZ/GrossReceiptsAmt0177033
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt0151
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0459122
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0457507
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0459122
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0457507
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/PersonNm0FRANK RUFFOLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DAVID TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFF HANSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN WICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MATTHEW CARDINALI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5SEAN FRANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt046999
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/ProgramServiceRevenueAmt0176882
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 FORTY-FOUR (44) APPRENTICES AND TWO HUNDRED (200) 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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0178648
IRS990EZ/TotalRevenueAmt0177033
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0WWW.WIJATC.ORG/
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 151.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BOOKS PURCHASED. AMOUNT: 27,120. DESCRIPTION: INTERVIEW/RECRUITMENT. AMOUNT: 2,511. DESCRIPTION: APPLICATION FEES. AMOUNT: 5,757. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 346. DESCRIPTION: CONFERENCES, CONVENTIONS, AND MEETINGS. AMOUNT: 11,265. TOTAL TO FORM 990-EZ, LINE 16: 46,999.
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/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK RUFFOLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06082213321
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KENOSHA ELECTRICAL JOINT APPRENTICESHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND TRAINING TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0KENO
ReturnHeader/Filer/EIN0391307109
ReturnHeader/Filer/PhoneNum06082213321
ReturnHeader/Filer/USAddress/AddressLine1Txt02730 DAIRY DR 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/PreparationDt02023-03-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TIM SEIDEL CPA
ReturnHeader/ReturnTs02023-03-03T14:33:23-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRANK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RUFFOLO
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$457,507
Liabilities
$0
Net assets
$457,507
Revenue
$177,033
Expenses
$178,648
Net income
-$1,615
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$1.53$2.62$1.09
2023Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$2.05$2.45$0.40
2022Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$1.77$1.79$0.02
2021Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$1.26$2.05$0.78
2020Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$1.56$1.81$0.25
2019Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$1.24$1.75$0.51
2018Detailed filing. Detailed filing data is available for this year.$6.13$0.00$6.13$1.36$1.76$0.40
2017Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$1.36$1.21$0.15
2016Detailed filing. Detailed filing data is available for this year.$6.38$0.00$6.38$1.58$0.87$0.70
2015Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$1.73$0.18$1.55
2014Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$1.10$0.22$0.88
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.25$0.00$3.25$0.62$0.35$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$0.00$2.98$0.69$0.38$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.00$2.67$1.19$0.83$0.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.00$2.31$1.38$1.21$0.17