Civic Intelligence

The Wisconsin Neca Ibew Joint Apprenticeship and Training Trust

990 • Fiscal year 2020 • EIN 39-1777755

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 06, 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

65th percentile

0.04x

Higher debt load relative to assets than 65% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

63rd percentile

0.04x

Higher debt load relative to revenue than 63% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Net Margin

50th percentile

4.2%

Higher net margin than 50% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

83rd percentile

$141,948

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2020

Asset Growth

48th percentile

5.5%

Faster asset growth than 48% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

52nd percentile

-0.5%

Faster revenue growth than 52% of similar nonprofits.

2020 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$1,000,378

Up $52,056 (+5.5%) from 2019

Net Assets

Up

$962,292

Up $49,606 (+5.4%) from 2019

Liabilities

Up

$38,086

Up $2,450 (+6.9%) from 2019

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin50th percentile

Revenue

Down

$1,073,848

Down $5,054 (-0.5%) from 2019

Expenses

Up

$1,028,458

Up $77,239 (+8.1%) from 2019

Net Income

Down

$45,390

Down $82,293 (-64%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $579,424Liabilities 2010: $44,902Net Assets 2010: $534,5222010Assets 2011: $639,441Liabilities 2011: $17,463Net Assets 2011: $621,9782011Assets 2012: $676,642Liabilities 2012: $62,168Net Assets 2012: $614,4742012Assets 2013: $762,982Liabilities 2013: $38,885Net Assets 2013: $724,0972013Assets 2014: $791,081Liabilities 2014: $45,478Net Assets 2014: $745,6032014Assets 2015: $883,671Liabilities 2015: $46,536Net Assets 2015: $837,1352015Assets 2016: $819,789Liabilities 2016: $33,216Net Assets 2016: $786,5732016Assets 2017: $746,941Liabilities 2017: $18,567Net Assets 2017: $728,3742017Assets 2018: $824,280Liabilities 2018: $51,809Net Assets 2018: $772,4712018Assets 2019: $948,322Liabilities 2019: $35,636Net Assets 2019: $912,6862019Assets 2020: $1,000,378Liabilities 2020: $38,086Net Assets 2020: $962,2922020Assets 2021: $1,040,598Liabilities 2021: $17,560Net Assets 2021: $1,023,0382021Assets 2022: $1,146,012Liabilities 2022: $76,991Net Assets 2022: $1,069,0212022Assets 2023: $1,459,554Liabilities 2023: $173,661Net Assets 2023: $1,285,8932023Assets 2024: $1,782,305Liabilities 2024: $82,084Net Assets 2024: $1,700,2212024

Highlighted filing

2020

Assets$1,000,378
Liabilities$38,086
Net Assets$962,292
Open 2020 Filing

Operations Trend

Revenue Growth52nd percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $557,1712010Expenses 2011: $554,1712011Expenses 2012: $581,8032012Revenue 2013: $729,816Expenses 2013: $620,193Net Income 2013: $109,6232013Revenue 2014: $693,905Expenses 2014: $684,834Net Income 2014: $9,0712014Revenue 2015: $795,116Expenses 2015: $703,584Net Income 2015: $91,5322015Revenue 2016: $779,579Expenses 2016: $830,141Net Income 2016: -$50,5622016Revenue 2017: $840,323Expenses 2017: $916,926Net Income 2017: -$76,6032017Revenue 2018: $955,610Expenses 2018: $934,367Net Income 2018: $21,2432018Revenue 2019: $1,078,902Expenses 2019: $951,219Net Income 2019: $127,6832019Revenue 2020: $1,073,848Expenses 2020: $1,028,458Net Income 2020: $45,3902020Revenue 2021: $1,097,690Expenses 2021: $1,036,944Net Income 2021: $60,7462021Revenue 2022: $1,220,372Expenses 2022: $1,174,389Net Income 2022: $45,9832022Revenue 2023: $1,403,481Expenses 2023: $1,186,609Net Income 2023: $216,8722023Revenue 2024: $1,752,510Expenses 2024: $1,338,182Net Income 2024: $414,3282024

Highlighted filing

2020

Revenue$1,073,848
Expenses$1,028,458
Net Income$45,390
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 6, 2021
Return Version
2020v4.1
Gross Receipts
$1,073,848
Mission and Program Overview

Mission

The wisconsin neca-ibew joint apprenticeship and training trust is a trust fund that supports a statewide program for the training and education of apprentice electricians and journeyworker electricians.

A trust fund that supports a statewide program for the training and education of apprentice electricians and journeyworker electricians.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$795,858$873,274▲ $77,416
Land, Buildings, and Equipment, Net$113,620$109,124▼ $4,496
Cash and Non-Interest-Bearing Accounts$38,844$17,980▼ $20,864
Total Assets$948,322$1,000,378▲ $52,056
Liabilities
Mortgage Notes Payable Secured by Investment Property$31,434$31,413▼ $21
Escrow Account Liability$4,202$6,673▲ $2,471
Total Liabilities$35,636$38,086▲ $2,450
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$912,686$962,292▲ $49,606
Total Net Assets Fund Balance$912,686$962,292▲ $49,606
Total Liabilities and Net Assets / Fund Balance$948,322$1,000,378▲ $52,056

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$87,712$147,172$234,884
Other Land Buildings$21,244$28,862$50,106
Leasehold Improvements$168$17,217$17,385
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James CookCoordinator/training DirecFT$104,367$37,581$141,948

Board Members and Trustees

NameTitle
Donald AllenChairman
Chris GulbrandsonTrustee
Dean MillerTrustee
Jim Eland IiTrustee
John GerlachTrustee
Leo SokolikTrustee
Mark LauerTrustee
Mike BalthazorTrustee
Mitchell LarsonTrustee
Robert Van ErtTrustee
Sean FrankTrustee
Steve FoleyTrustee
Susan BlueTrustee
Tom SchlenderTrustee
Darren JohnsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,073,186
Investment Income
$662
Other Revenue
$0
Change in Net Assets
$45,390

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,073,848
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$4,216
Total Revenue per Audited Statements
$1,078,064
Total Revenue per Form 990
$1,073,848
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$640,604
Other Expenses$387,854
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$368,240
Current Officers, Directors, Trustees, and Key Employees---$141,948
Pension Plan Contributions---$91,531
Insurance---$77,275
Office Expenses---$76,894
Occupancy---$76,712
Depreciation Depletion---$55,954
Payroll Taxes---$38,885
Information Technology---$34,043
Fees for Services Legal---$22,382
Conferences and Meetings---$21,831
Travel---$11,898
Fees for Services Accounting---$6,740
Other Expenses---$2,931
Interest---$1,194
Total Functional Expenses$0$0$0$1,028,458

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,028,458
Total Expenses per Audited Statements$1,028,458
Total Expenses per Form 990$1,028,458
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The prepared form 990 is reviewed by the organization's management and approved by the organization's board of trustees before the return is filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“Annually, the organization's trustees are required to sign a trust agreement that includes the disclosure of possible conflicts of interest. The signed trust agreements are kept on file at the organization's administrative office and are reviewed by the board of trustees as necessary. Any trustee determined to have a conflict of interest is prohibited from participating in the board of trustees' deliberations and decisions on the transaction.”

Form 990, Part VI, Section B, Line 15A

“The training director's compensation is adjusted to an amount comparable to the collectively-bargained foreman wages in the electrical contractor industry. The board of trustees approves the training director's compensation with a formal vote and documents the deliberations and decisions regarding the compensation in the minutes of its meetings.”

Form 990, Part VI, Section C, Line 19

“Anyone who wishes to view the organization's governing documents, conflict of interest policy, or financial statements must contact the organization's management. The organization's management will then decide which documents will be made available.”

Filing and Contact Details

Filer

Filer Name
Wisconsin Necaibew Joint Apprenticeship
EIN
39-1777755
Phone
6082213321
Address
2730 DAIRY DR NO 102, MADISON, WI 53718-6882

Signing Officer

Name
Donald Allen
Title
Chairman
Phone
6082213321
Signed
2021-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald Allen
Formed
1993
Legal Domicile
Wi
Voting Board Members
15
Independent Board Members
15
Employees
7
Volunteers
15

Preparer

Firm
Wegner Cpas Llp
Address
2921 LANDMARK PLACE SUITE 300, MADISON, WI 53713
Preparer
Glenn Miller CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Gain on disposal of asset 4,216.”

FORM 990, PART XII, LINE 1, OTHER ACCOUNTING METHOD:

“The financial statements of the organization are prepared on the modified cash basis of accounting. Accordingly, revenue is recorded when received rather than when earned and expenses are recorded when paid rather than when the obligation is incurred. Modifications to the cash basis of accounting include recording depreciation on property and equipment and recognizing liabilities arising from the receipt of borrowed cash.”

Financial Statement Notes

PART IV, LINE 2B:

“The trust maintains a cash account that is held for other trusts.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Gain on disposal of asset 4,216.”

Raw XML Appendix396 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0A TRUST FUND THAT SUPPORTS A STATEWIDE PROGRAM FOR THE TRAINING AND EDUCATION OF APPRENTICE ELECTRICIANS AND JOURNEYWORKER ELECTRICIANS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0LAURA RIEDL
IRS990/BooksInCareOfDetail/PhoneNum06082213321
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02730 DAIRY DR SUITE 102
IRS990/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0537186882
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt038844
IRS990/CashNonInterestBearingGrp/EOYAmt017980
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0141948
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt021831
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0662
IRS990/CYOtherExpensesAmt0387854
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01073186
IRS990/CYRevenuesLessExpensesAmt045390
IRS990/CYSalariesCompEmpBnftPaidAmt0640604
IRS990/CYTotalExpensesAmt01028458
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01073848
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt055954
IRS990/Desc0THE WISCONSIN NECA-IBEW JOINT APPRENTICESHIP AND TRAINING TRUST PROVIDED TRUSTEE TRAINING TO ONE OF THREE TRAINING DIRECTORS SPONSORED BY THE INTERNATIONAL FOUNDATION FOR EMPLOYEE BENEFIT PLANS. IT PARTNERED WITH THE CONSTRUCTION WORKFORCE DIVERSITY ALLIANCE TO INCREASE THE RECRUITMENT AND RETENTION OF WOMEN IN ELECTRICAL APPRENTICESHIP PROGRAMS. CURRENTLY MONITORING 846 APPRENTICES, 86 COMMITTEE MEMBERS, AND APPROXIMATELY 18 PART-TIME INSTRUCTORS FROM EIGHT DIFFERENT JURISDICTIONS. IT FACILITATED ADVANCED INSTRUCTOR TRAINING, PROVIDED BY THE ELECTRICAL TRAINING ALLIANCE, AND TRAINING FOR INSTRUCTORS IN THE ONLINE DELIVERY METHOD FOR THE RELATED INSTRUCTION TO A BLENDED LEARNING MODEL FOR 12 FULL-TIME INSTRUCTORS AND 3 TRAINING DIRECTORS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EscrowAccountLiabilityGrp/BOYAmt04202
IRS990/EscrowAccountLiabilityGrp/EOYAmt06673
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt06740
IRS990/FeesForServicesLegalGrp/TotalAmt022382
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1537581
IRS990/Form990PartVIISectionAGrp/PersonNm0DONALD ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm1DARREN JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm2TOM SCHLENDER
IRS990/Form990PartVIISectionAGrp/PersonNm3LEO SOKOLIK
IRS990/Form990PartVIISectionAGrp/PersonNm4MITCHELL LARSON
IRS990/Form990PartVIISectionAGrp/PersonNm5CHRIS GULBRANDSON
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT VAN ERT
IRS990/Form990PartVIISectionAGrp/PersonNm7DEAN MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm8JIM ELAND II
IRS990/Form990PartVIISectionAGrp/PersonNm9SUSAN BLUE
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN GERLACH
IRS990/Form990PartVIISectionAGrp/PersonNm11MARK LAUER
IRS990/Form990PartVIISectionAGrp/PersonNm12SEAN FRANK
IRS990/Form990PartVIISectionAGrp/PersonNm13MIKE BALTHAZOR
IRS990/Form990PartVIISectionAGrp/PersonNm14STEVE FOLEY
IRS990/Form990PartVIISectionAGrp/PersonNm15JAMES COOK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15104367
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15COORDINATOR/TRAINING DIREC
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt01073848
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt034043
IRS990/InsuranceGrp/TotalAmt077275
IRS990/InterestGrp/TotalAmt01194
IRS990/InvestmentIncomeGrp/ExclusionAmt0662
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0662
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0193251
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0113620
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0109124
IRS990/LandBldgEquipCostOrOtherBssAmt0302375
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE WISCONSIN NECA-IBEW JOINT APPRENTICESHIP AND TRAINING TRUST IS A TRUST FUND THAT SUPPORTS A STATEWIDE PROGRAM FOR THE TRAINING AND EDUCATION OF APPRENTICE ELECTRICIANS AND JOURNEYWORKER ELECTRICIANS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt031434
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt031413
IRS990/NetAssetsOrFundBalancesBOYAmt0912686
IRS990/NetAssetsOrFundBalancesEOYAmt0962292
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0912686
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0962292
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt076712
IRS990/OfficeExpensesGrp/TotalAmt076894
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt04216
IRS990/OtherExpensesGrp/Desc0DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt02931
IRS990/OtherSalariesAndWagesGrp/TotalAmt0368240
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt038885
IRS990/PensionPlanContributionsGrp/TotalAmt091531
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DONALD ALLEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611513
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01073186
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01073186
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01222
IRS990/PYOtherExpensesAmt0358342
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01077680
IRS990/PYRevenuesLessExpensesAmt0127683
IRS990/PYSalariesCompEmpBnftPaidAmt0592877
IRS990/PYTotalExpensesAmt0951219
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01078902
IRS990/ReconcilationRevenueExpnssAmt045390
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0795858
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0873274
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt087712
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0147172
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0234884
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01028458
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0168
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt017217
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt017385
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt021244
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt028862
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt050106
IRS990ScheduleD/OtherRevenueAmt04216
IRS990ScheduleD/RevenueNotReportedAmt04216
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01073848
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST MAINTAINS A CASH ACCOUNT THAT IS HELD FOR OTHER TRUSTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1GAIN ON DISPOSAL OF ASSET 4,216.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART IV, LINE 2B:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0109124
IRS990ScheduleD/TotalExpensesPerForm990Amt01028458
IRS990ScheduleD/TotalRevenuePerForm990Amt01073848
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01078064
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01028458
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PREPARED FORM 990 IS REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND APPROVED BY THE ORGANIZATION'S BOARD OF TRUSTEES BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY, THE ORGANIZATION'S TRUSTEES ARE REQUIRED TO SIGN A TRUST AGREEMENT THAT INCLUDES THE DISCLOSURE OF POSSIBLE CONFLICTS OF INTEREST. THE SIGNED TRUST AGREEMENTS ARE KEPT ON FILE AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE AND ARE REVIEWED BY THE BOARD OF TRUSTEES AS NECESSARY. ANY TRUSTEE DETERMINED TO HAVE A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN THE BOARD OF TRUSTEES' DELIBERATIONS AND DECISIONS ON THE TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRAINING DIRECTOR'S COMPENSATION IS ADJUSTED TO AN AMOUNT COMPARABLE TO THE COLLECTIVELY-BARGAINED FOREMAN WAGES IN THE ELECTRICAL CONTRACTOR INDUSTRY. THE BOARD OF TRUSTEES APPROVES THE TRAINING DIRECTOR'S COMPENSATION WITH A FORMAL VOTE AND DOCUMENTS THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION IN THE MINUTES OF ITS MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANYONE WHO WISHES TO VIEW THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS MUST CONTACT THE ORGANIZATION'S MANAGEMENT. THE ORGANIZATION'S MANAGEMENT WILL THEN DECIDE WHICH DOCUMENTS WILL BE MADE AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GAIN ON DISPOSAL OF ASSET 4,216.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE PREPARED ON THE MODIFIED CASH BASIS OF ACCOUNTING. ACCORDINGLY, REVENUE IS RECORDED WHEN RECEIVED RATHER THAN WHEN EARNED AND EXPENSES ARE RECORDED WHEN PAID RATHER THAN WHEN THE OBLIGATION IS INCURRED. MODIFICATIONS TO THE CASH BASIS OF ACCOUNTING INCLUDE RECORDING DEPRECIATION ON PROPERTY AND EQUIPMENT AND RECOGNIZING LIABILITIES ARISING FROM THE RECEIPT OF BORROWED CASH.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 1, OTHER ACCOUNTING METHOD:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0948322
IRS990/TotalAssetsEOYAmt01000378
IRS990/TotalAssetsGrp/BOYAmt0948322
IRS990/TotalAssetsGrp/EOYAmt01000378
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/TotalAmt01028458
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt035636
IRS990/TotalLiabilitiesEOYAmt038086
IRS990/TotalLiabilitiesGrp/BOYAmt035636
IRS990/TotalLiabilitiesGrp/EOYAmt038086
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0912686
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0962292
IRS990/TotalOtherCompensationAmt037581
IRS990/TotalProgramServiceRevenueAmt01073186
IRS990/TotalReportableCompFromOrgAmt0104367
IRS990/TotalRevenueGrp/ExclusionAmt0662
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01073186
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01073848
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0948322
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01000378
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt011898
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02730 DAIRY DR NO 102
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0537186882
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0WWW.WIJATC.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD ALLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06082213321
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WISCONSIN NECAIBEW JOINT APPRENTICESHIP
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AND TRAINING TRUST AGREEMENT
ReturnHeader/Filer/BusinessNameControlTxt0WISC
ReturnHeader/Filer/EIN0391777755
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 PLACE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053713
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN MILLER CPA
ReturnHeader/ReturnTs02021-08-10T14:37:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DONALD
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ALLEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,000,378
Liabilities
$38,086
Net assets
$962,292
Revenue
$1,073,848
Expenses
$1,028,458
Net income
$45,390
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$0.08$1.70$1.75$1.34$0.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.46$0.17$1.29$1.40$1.19$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.08$1.07$1.22$1.17$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.02$1.02$1.10$1.04$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.04$0.96$1.07$1.03$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.95$0.04$0.91$1.08$0.95$0.13
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.05$0.77$0.96$0.93$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.75$0.02$0.73$0.84$0.92$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.82$0.03$0.79$0.78$0.83$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.05$0.84$0.80$0.70$0.09
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.79$0.05$0.75$0.69$0.68$0.01
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.76$0.04$0.72$0.73$0.62$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.06$0.61$0.58
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.02$0.62$0.55
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.04$0.53$0.56