Civic Intelligence

Appleton-Oshkosh Electrical Workers Joint Apprenticeship Training Committee

990EZ • Fiscal year 2015 • EIN 93-0815385

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 09, 2016

Organization ProfileN/A
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

54th percentile

0.00x

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

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

54th percentile

0.00x

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

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Net Margin

9th percentile

-21%

Higher net margin than 9% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2015 filings • 501(c)5 • <$500k nonprofits • Source year 2015

Asset Growth

12th percentile

-18%

Faster asset growth than 12% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

25th percentile

-6.1%

Faster revenue growth than 25% of similar nonprofits.

2015 filings • 501(c)5 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$110,157

Down $24,347 (-18%) from 2014

Net Assets

Down

$110,157

Down $24,347 (-18%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin9th percentile

Revenue

Down

$114,144

Down $7,397 (-6.1%) from 2014

Expenses

Up

$138,491

Up $28,839 (+26%) from 2014

Net Income

Down

-$24,347

Down $36,236 (-305%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$600K$400K$200K$0Assets 2010: $91,884Liabilities 2010: $0Net Assets 2010: $91,8842010Assets 2011: $100,750Liabilities 2011: $0Net Assets 2011: $100,7502011Assets 2012: $101,234Liabilities 2012: $0Net Assets 2012: $101,2342012Assets 2013: $122,615Liabilities 2013: $0Net Assets 2013: $122,6152013Assets 2014: $134,504Liabilities 2014: $0Net Assets 2014: $134,5042014Assets 2015: $110,157Liabilities 2015: $0Net Assets 2015: $110,1572015Assets 2016: $119,884Liabilities 2016: $0Net Assets 2016: $119,8842016Assets 2017: $136,271Liabilities 2017: $0Net Assets 2017: $136,2712017Assets 2018: $168,764Liabilities 2018: $0Net Assets 2018: $168,7642018Assets 2019: $207,061Liabilities 2019: $0Net Assets 2019: $207,0612019Assets 2020: $239,359Liabilities 2020: $0Net Assets 2020: $239,3592020Assets 2021: $261,664Liabilities 2021: $0Net Assets 2021: $261,6642021Assets 2022: $323,014Liabilities 2022: $0Net Assets 2022: $323,0142022Assets 2023: $414,128Liabilities 2023: $0Net Assets 2023: $414,1282023Assets 2024: $503,735Liabilities 2024: $0Net Assets 2024: $503,7352024

Highlighted filing

2015

Assets$110,157
Liabilities$0
Net Assets$110,157
Open 2015 Filing

Operations Trend

Revenue Growth25th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $106,239Expenses 2010: $104,431Net Income 2010: $1,8082010Revenue 2011: $103,251Expenses 2011: $94,385Net Income 2011: $8,8662011Revenue 2012: $97,619Expenses 2012: $97,135Net Income 2012: $4842012Revenue 2013: $96,457Expenses 2013: $75,076Net Income 2013: $21,3812013Revenue 2014: $121,541Expenses 2014: $109,652Net Income 2014: $11,8892014Revenue 2015: $114,144Expenses 2015: $138,491Net Income 2015: -$24,3472015Revenue 2016: $129,642Expenses 2016: $119,915Net Income 2016: $9,7272016Revenue 2017: $139,537Expenses 2017: $123,150Net Income 2017: $16,3872017Revenue 2018: $161,002Expenses 2018: $128,509Net Income 2018: $32,4932018Revenue 2019: $173,164Expenses 2019: $134,867Net Income 2019: $38,2972019Revenue 2020: $167,970Expenses 2020: $135,672Net Income 2020: $32,2982020Revenue 2021: $193,764Expenses 2021: $171,459Net Income 2021: $22,3052021Revenue 2022: $231,184Expenses 2022: $169,834Net Income 2022: $61,3502022Revenue 2023: $299,238Expenses 2023: $208,124Net Income 2023: $91,1142023Revenue 2024: $303,851Expenses 2024: $214,244Net Income 2024: $89,6072024

Highlighted filing

2015

Revenue$114,144
Expenses$138,491
Net Income-$24,347
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 9, 2016
Return Version
2015v2.1
Gross Receipts
$114,144
Mission and Program Overview

Mission

A trust fund that supports a program for training and education of apprentice electricians and journeyworker electricians 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, JOURNEYWORKER ELECTRICIANS, AND ALL OTHER ELECTRICIAN CLASSIFICATIONS THAT ARE COVERED BY THE COLLECTIVE BARGAINING AGREEMENT. TRAINING WAS PROVIDED FOR APPROXIMATELY 30 APPRENTICES AND 330 JOURNEYWORKERS DURING THE YEAR. THE TRUST FUND ALSO PROVIDED TRAINING TO TWO INSTRUCTORS THROUGH INSTRUCTOR IMPROVEMENT COURSES.$0$0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE BALTHAZORChairman-$0--
GREG YOUNGSecretary-$0--
ERIC WRAGETrustee-$0--
THOMAS SCHLENDERTrustee-$0--
COLE BURICHTrustee-$0--
GENE WEISETrustee-$0--
CHRIS HOPFTrustee-$0--
SCOTT PAWELSKITrustee-$0--
DAN RICKELTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Appleton-oshkosh Electrical Workers
EIN
93-0815385
Phone
6082213321
Address
2730 DAIRY DR NO 102, MADISON, WI 53718-6882

Signing Officer

Name
Mike Balthazor
Title
Chairman
Phone
6082213321
Signed
2016-06-09
Discuss with paid preparer
Yes

Preparer

Firm
Wegner Cpas Llp
Address
2110 LUANN LN, MADISON, WI 53713-3074
Preparer
Glenn Miller CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 130.”

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

“Description: tuition and book assistance. Amount: 3,103. Description: other training expenses. Amount: 4,796. Description: interview/recruitment expenses. Amount: 3,589. Description: administrative expenses. Amount: 9,467. Description: books purchased. Amount: 23,719. Total to form 990-ez, line 16: 44,674.”

Raw XML Appendix139 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/BenefitsPaidToOrForMembersAmt081218
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/BOYAmt0134504
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0110157
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-24347
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012599
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0134504
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0110157
IRS990EZ/GrossReceiptsAmt0114144
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0130
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt090903
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0134504
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0110157
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0134504
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0110157
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/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MIKE BALTHAZOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GREG YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ERIC WRAGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS SCHLENDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4COLE BURICH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GENE WEISE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRIS HOPF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7SCOTT PAWELSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8DAN RICKEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt044674
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0A TRUST FUND THAT SUPPORTS A PROGRAM FOR TRAINING AND EDUCATION OF APPRENTICE ELECTRICIANS AND JOURNEYWORKER ELECTRICIANS IN THE AREA COVERED BY THE COLLECTIVE BARGAINING AGREEMENT.
IRS990EZ/ProgramServiceRevenueAmt023111
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE TRUST FUND PROVIDED PROGRAMS FOR THE EDUCATION AND TRAINING OF PARTICIPANTS, APPRENTICES, JOURNEYWORKER ELECTRICIANS, AND ALL OTHER ELECTRICIAN CLASSIFICATIONS THAT ARE COVERED BY THE COLLECTIVE BARGAINING AGREEMENT. TRAINING WAS PROVIDED FOR APPROXIMATELY 30 APPRENTICES AND 330 JOURNEYWORKERS DURING THE YEAR. THE TRUST FUND ALSO PROVIDED TRAINING TO TWO INSTRUCTORS THROUGH INSTRUCTOR IMPROVEMENT COURSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt0138491
IRS990EZ/TotalRevenueAmt0114144
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 130.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TUITION AND BOOK ASSISTANCE. AMOUNT: 3,103. DESCRIPTION: OTHER TRAINING EXPENSES. AMOUNT: 4,796. DESCRIPTION: INTERVIEW/RECRUITMENT EXPENSES. AMOUNT: 3,589. DESCRIPTION: ADMINISTRATIVE EXPENSES. AMOUNT: 9,467. DESCRIPTION: BOOKS PURCHASED. AMOUNT: 23,719. TOTAL TO FORM 990-EZ, LINE 16: 44,674.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE BALTHAZOR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum06082213321
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0APPLETON-OSHKOSH ELECTRICAL WORKERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JOINT APPRENTICESHIP TRAINING COMMITTEE
ReturnHeader/Filer/BusinessNameControlTxt0APPL
ReturnHeader/Filer/EIN0930815385
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/AddressLine1Txt02110 LUANN LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537133074
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN MILLER CPA
ReturnHeader/ReturnTs02016-06-09T14:57:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$110,157
Liabilities
$0
Net assets
$110,157
Revenue
$114,144
Expenses
$138,491
Net income
-$24,347
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.04$0.00$5.04$3.04$2.14$0.90
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.14$0.00$4.14$2.99$2.08$0.91
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.23$0.00$3.23$2.31$1.70$0.61
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.62$0.00$2.62$1.94$1.71$0.22
2020Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$1.68$1.36$0.32
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.00$2.07$1.73$1.35$0.38
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$1.61$1.29$0.32
2017Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$1.40$1.23$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.20$0.00$1.20$1.30$1.20$0.10
2015Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$1.14$1.38$0.24
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$1.22$1.10$0.12
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.96$0.75$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.00$1.01$0.98$0.97$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.00$1.01$1.03$0.94$0.09
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.00$0.92$1.06$1.04$0.02