2025-11-06T12:29:50-06:00 2024-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PLACE SUITE 300 MADISON WI 53713 990 2024-01-01 391777755 WISCONSIN NECAIBEW JOINT APPRENTICESHIP AND TRAINING TRUST AGREEMENT WISC 6082213321 2730 DAIRY DR 102 MADISON WI 537186882 SEAN FRANK CHAIRMAN 6082213321 2025-11-05 1 1 TIM SEIDEL CPA P01284559 6082744020 2025-10-22 2024 2025-03-06 01:10:19Z JAMES COOK 2730 DAIRY DR 102 MADISON WI 537186882 1752510 0 X WWW.WIJATC.ORG X 1993 WI 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, JOURNEY-LEVEL ELECTRICIANS, AND OTHER CLASSIFICATIONS OF ELECTRICIANS COVERED BY THE COLLECTIVE BARGAINING AGREEMENT. 16 16 8 16 0 0 0 0 1398546 1720075 4935 32435 0 0 1403481 1752510 0 0 0 0 738360 853298 0 0 0 448249 484884 1186609 1338182 216872 414328 1459554 1782305 173661 82084 1285893 1700221 X 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. 0 0 THE WISCONSIN NECA-IBEW JOINT APPRENTICESHIP AND TRAINING TRUST PROVIDED TRUSTEE TRAINING FOR ONE OF THE FOUR TRAINING DIRECTORS SPONSORED BY THE INTERNATIONAL FOUNDATION FOR EMPLOYEE BENEFIT PLANS. IT PARTNERED WITH ORGANIZATIONS SUCH AS THE CONSTRUCTION WORKFORCE DIVERSITY ALLIANCE (CWDA), THE WISCONSIN REGIONAL TRAINING PARTNERSHIP (WRTP), THE VETERANS ELECTRICAL ENTRY PROGRAM (VEEP), AND EMPOWHER, ALONG WITH SEVERAL OTHER COMMUNITY-BASED ORGANIZATIONS, TO ENHANCE THE RECRUITMENT AND RETENTION OF VETERANS, WOMEN, AND MINORITIES IN APPRENTICESHIP PROGRAMS.CURRENTLY, THE TRUST IS MONITORING 1,025 APPRENTICES, 85 COMMITTEE MEMBERS, APPROXIMATELY 35 PART-TIME INSTRUCTORS, AND JOURNEY-LEVEL WORKER ELECTRICIANS, AS WELL AS ALL OTHER ELECTRICIAN CLASSIFICATIONS COVERED BY THE INSIDE COLLECTIVE BARGAINING AGREEMENT ACROSS EIGHT DIFFERENT IBEW JURISDICTIONS THROUGHOUT THE YEAR.ADDITIONALLY, THE TRUST FACILITATED ADVANCED INSTRUCTOR TRAINING PROVIDED BY THE ELECTRICAL TRAINING ALLIANCE AND OFFERED TRAINING FOR INSTRUCTORS AND TRAINING DIRECTORS IN THE LEARNING MANAGEMENT SYSTEM AND COMPUTER-MEDIATED INSTRUCTION DELIVERY METHOD. THIS INCLUDED TRAINING FOR 16 FULL-TIME INSTRUCTORS AND FOUR TRAINING DIRECTORS. THE TRUST FUND ALSO PROVIDED TRAINING FOR SIX COMMITTEE MEMBERS AND FOUR TRAINING DIRECTORS THROUGH CONFERENCES AND/OR TRAINING COURSES. 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 8 1 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X LAURA RIEDL 6082213321 2730 DAIRY DR SUITE 102 MADISON WI 537186882 SEAN FRANK CHAIRMAN 1.00 X X 0 0 0 DARREN JOHNSON SECRETARY 1.00 X X 0 0 0 THOMAS SCHLENDER TRUSTEE 1.00 X 0 0 0 JON CHERMACK TRUSTEE 1.00 X 0 0 0 MITCHELL LARSON TRUSTEE 1.00 X 0 0 0 CHRIS GULBRANDSON TRUSTEE 1.00 X 0 0 0 DEAN MILLER TRUSTEE 1.00 X 0 0 0 JIM ELAND II TRUSTEE 1.00 X 0 0 0 JOHN GERLACH TRUSTEE 1.00 X 0 0 0 BEN MYERS TRUSTEE 1.00 X 0 0 0 MIKE BALTHAZOR TRUSTEE 1.00 X 0 0 0 STEVE FOLEY TRUSTEE 1.00 X 0 0 0 GREG HARTJES TRUSTEE 1.00 X 0 0 0 MIKE KILLIAN TRUSTEE 1.00 X 0 0 0 JESSE JACQUES TRUSTEE 1.00 X 0 0 0 JEFF HANSON TRUSTEE 1.00 X 0 0 0 JAMES COOK COORDINATOR/TRAINING DIRECTOR 40.00 X 121944 0 45815 MICHAEL WAGNER ASSISTANT TRAINING DIRECTOR 40.00 X 120006 0 45625 SAMUEL EVERLY ASSISTANT TRAINING DIRECTOR 40.00 X 107839 0 39549 349789 0 130989 3 0 1 0 0 EMPLOYER CONTRIBUTIONS 611513 1720075 1720075 1720075 32435 32435 1752510 1720075 0 32435 167759 492782 141209 51548 22669 9649 49560 41799 95765 16902 57335 2018 58027 125143 DUES AND SUBSCRIPTIONS 6017 1338182 19530 19615 1257466 1638159 318940 243963 116127 74977 66431 49554 1459554 1782305 1715 2957 54841 3397 50028 25035 67077 50695 173661 82084 X 1285893 1700221 1285893 1700221 1459554 1782305 414328 0 X X 0 1 X 1 0 0 1 X 17385 17385 0 257195 182218 74977 44360 44360 0 74977 FINANCE LEASE LIABILITY 50695 50695 1752510 0 1752510 0 1752510 1338182 0 1338182 0 1338182 PART IV, LINE 2B: THE TRUST MAINTAINS A CASH ACCOUNT THAT IS HELD FOR OTHER TRUSTS. X 0 0 0 JAMES COOK COORDINATOR/TRAINING DIRECTOR 121944 0 0 0 0 0 30698 0 15117 0 167759 0 0 0 MICHAEL WAGNER ASSISTANT TRAINING DIRECTOR 120006 0 0 0 0 0 30508 0 15117 0 165631 0 0 0 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. 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.