Liabilities / Assets
81st percentile
Higher debt load relative to assets than 81% of similar nonprofits.
Local 420 Iuoe - Employers Cooperation Skill Improvement & Education Trust
EIN 47-3735858 • 501(c)5 • Oak Creek, WI
Profile
To provide a pipeline of qualified candidates for power engineering job openings expected in the coming decade due to retirements of skilled individuals which utilizes a comprehensive approach to building an effective workforce, starting with community outreach and education regarding power engineering opportunities. To provide pre-hire technical and soft skills training; expectations of performance; and an evaluation of technical abilities, cultural fit, and motivational fit for power engineering positions.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.04x
Liabilities / Revenue
86th percentile
Higher debt load relative to revenue than 86% of similar nonprofits.
Net Margin
18th percentile
Higher net margin than 18% of similar nonprofits.
Top Officer Pay
48th percentile
Higher top officer pay than 48% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
23rd percentile
Faster asset growth than 23% of similar nonprofits.
Revenue Growth
90th percentile
Faster revenue growth than 90% of similar nonprofits.
Balance Sheet
Assets
Down$103,423
Down $18,104 (-15%) from 2023
Liabilities
Up$6,243
Up $4,416 (+242%) from 2023
Net Assets
Down$97,180
Down $22,520 (-19%) from 2023
Revenue
Down$42,720
Down $12,876 (-23%) from 2023
Expenses
Up$65,240
Up $4,181 (+6.8%) from 2023
Net Income
Down-$22,520
Down $17,057 (-312%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.
- Assets
- $103,423
- Liabilities
- $6,243
- Net assets
- $97,180
- Revenue
- $42,720
- Expenses
- $65,240
- Net income
- -$22,520
Latest Detailed Filing
The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2021 to Dec 31, 2021
- Signed
- Oct 24, 2022
- Return Version
- 2021v4.2
- Gross Receipts
- $69,442
Mission and Program Overview
Mission
To provide a pipeline of qualified candidates for power engineering job openings expected in the coming decade due to retirements of skilled individuals which utilizes a comprehensive approach to building an effective workforce, starting with community outreach and education regarding power engineering opportunities. To provide pre-hire technical and soft skills training; expectations of performance; and an evaluation of technical abilities, cultural fit, and motivational fit for power engineering positions.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| The Trust focuses its attention on two primary services - community outreach and workforce prep. Community Outreach is the Trust's strategy to help educate and inform its target audience on opportunities for power engineering, what they do, and what training is available to get started on a rewarding career path. Exploratory training will provide 32 hours of hands-on general power training essential to understanding the role of power engineers. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Alex Tetzlaff | Trustee | - | $0 | - | - |
| Joe Griffin | Trustee | - | $0 | - | - |
| Robert Weisheim | Trustee | - | $0 | - | - |
| Elliot Anderson | Trustee | - | $0 | - | - |
| Dich Hecht | Trustee | - | $0 | - | - |
| Jake Kartes | Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Local 420 IUOE - Employers Cooperation
- EIN
- 47-3735858
- Phone
- 4145700420
- Address
- 1140 W Anderson Ct, Oak Creek, WI 53154
Signing Officer
- Name
- Alex Tetzlaff
- Title
- Trustee
- Phone
- 4145700420
- Signed
- 2022-10-24
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Calibre CPA Group PLLC
- Address
- 230 West Monroe St Ste310, Chicago, IL 60606
- Preparer
- Andy Hein
- Phone
- 3126550037
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 16 - Other Expenses
“Description: ADMINISTRATIVE FEES. Amount: 3,591. Description: INSURANCE. Amount: 4,497. Description: TRAINING SUPPLIES. Amount: 6,819. Description: OFFICE EXPENSE. Amount: 1,264. Total to Form 990-EZ, line 16: 16,171.”
Form 990-EZ, Part II, Line 24 - Other Assets
“Description: EMPLOYER CONTRIBUTIONS RECEIVABLE. Beg. of Year Amount: 1,566. End of Year Amount: 4,134. Description: Other Depreciable Assets. Beg. of Year Amount: 9,643. End of Year Amount: 7,500.”
Form 990-EZ, Part II, Line 26 - Other Liabilities
“Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 0. End of Year Amount: 15,157. Description: DUE TO LOCAL 420 UNION. Beg. of Year Amount: 0. End of Year Amount: 1,503.”
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 |
|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4145700420 |
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| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Oak Creek |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53154 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 99641 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 128451 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 12575 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 35553 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 110850 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 140085 |
| IRS990EZ/GrossReceiptsAmt | 0 | 69442 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 110850 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 123425 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 110850 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 123425 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 5143 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Alex Tetzlaff |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Joe Griffin |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Robert Weisheim |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Elliot Anderson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Dich Hecht |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Jake Kartes |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Trustee |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 11209 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 11634 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 16171 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | To provide a pipeline of qualified candidates for power engineering job openings expected in the coming decade due to retirements of skilled individuals which utilizes a comprehensive approach to building an effective workforce, starting with community outreach and education regarding power engineering opportunities. To provide pre-hire technical and soft skills training; expectations of performance; and an evaluation of technical abilities, cultural fit, and motivational fit for power engineering positions. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 69442 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | The Trust focuses its attention on two primary services - community outreach and workforce prep. Community Outreach is the Trust's strategy to help educate and inform its target audience on opportunities for power engineering, what they do, and what training is available to get started on a rewarding career path. Exploratory training will provide 32 hours of hands-on general power training essential to understanding the role of power engineers. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 16660 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 56867 |
| IRS990EZ/TotalRevenueAmt | 0 | 69442 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: ADMINISTRATIVE FEES. Amount: 3,591. Description: INSURANCE. Amount: 4,497. Description: TRAINING SUPPLIES. Amount: 6,819. Description: OFFICE EXPENSE. Amount: 1,264. Total to Form 990-EZ, line 16: 16,171. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description: EMPLOYER CONTRIBUTIONS RECEIVABLE. Beg. of Year Amount: 1,566. End of Year Amount: 4,134. Description: Other Depreciable Assets. Beg. of Year Amount: 9,643. End of Year Amount: 7,500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 0. End of Year Amount: 15,157. Description: DUE TO LOCAL 420 UNION. Beg. of Year Amount: 0. End of Year Amount: 1,503. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part II, Line 24 - Other Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part II, Line 26 - Other Liabilities |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The 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/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Alex Tetzlaff |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Trustee |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4145700420 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2022-10-24 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Local 420 IUOE - Employers Cooperation |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | Skill Improvement & Education Trust |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | LOCA |
| ReturnHeader/Filer/EIN | 0 | 473735858 |
| ReturnHeader/Filer/PhoneNum | 0 | 4145700420 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1140 W Anderson Ct |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Oak Creek |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 53154 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 470900880 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Calibre CPA Group PLLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 230 West Monroe St Ste310 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Chicago |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | IL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 60606 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3126550037 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Andy Hein |
| ReturnHeader/ReturnTs | 0 | 2022-10-24T16:15:46-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Alex |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Tetzlaff |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-12-31 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
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