Appleton-Oshkosh Electrical Join Apprenticeship & Training Tr Fund

Not tax-deductible

Madison, WI501(c)(5)EIN 93-0815385

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.

Run by 6 volunteers.
Mission: Form 990 Part I, line 1 · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 3
filings with a surplus
Average surplus $81K a year · 29% of revenue · last 3 filings
Looks good: a surplus in 3 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Cash reserves
28 mo
of spending, in cash
Looks good: 28.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 6 voting members
Looks good: 6 of 6 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$304K
+2% vs prior year
Spent
$214K
Net assets
$504K
By yearFY2020–FY2024
Revenue
$304K
FY2024▲ +2%
Revenue by fiscal year
FY2020$168K
FY2021$194K
FY2022$231K
FY2023$299K
FY2024$304K
Expenses
$214K
FY2024▲ +3%
Expenses by fiscal year
FY2020Not on file
FY2021Not on file
FY2022$170K
FY2023$208K
FY2024$214K
Net assets
$504K
FY2024▲ +22%
Net assets by fiscal year
FY2020$239K
FY2021$262K
FY2022$323K
FY2023$414K
FY2024$504K

From the FY2024 Form 990 · see the original

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 1982.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

7 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Trustee (since 3/1/24)
$0Pt VII · Sec A
Trustee (thru 3/1/24)
$0Pt VII · Sec A
See Appleton-Oshkosh Electrical Join Apprenticeship & Training Tr Fund executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Trains and educates apprentice and journey-level electricians.

Provided by the organization

This section is blank until Appleton-Oshkosh Electrical Join Apprenticeship & Training Tr Fund claims this page.

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1 program service, described in the organization's own filed words · FY2024.
01

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.

Pt IX · col B

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By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$304K
Ln 12
Fees for servicesLn 2g$294K
Investment incomeLn 3$10K
Money outPt IX
$214K
Ln 25
Owns and owesPt X
$504K
net assets · Ln 32
Cash and savingsLn 1–2$504K
Total assetsLn 16$504K
LiabilitiesLn 26$0
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a6
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$294K
Investment incomeLn 3$10K
Total revenueLn 12$304K
Assets in detailPt X, end of year
CashLn 1$1K
SavingsLn 2$503K
Cash and savings togetherLn 1–2$504K
Total assetsLn 16$504K
LiabilitiesLn 26$0
Net assetsLn 32$504K
OperationsPt I, VI
EmployeesI 50
VolunteersI 66
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$414K$504K
Total assetsLn 16$414K$504K
LiabilitiesLn 26$0$0
Net assetsLn 32$414K$504K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$4K
Benefits paid to or for membersLn 4$118K
Accounting feesLn 11c$4K
Other fees for servicesLn 11g$5K
Office expensesLn 13$1K
Conferences, conventions and meetingsLn 19$1K
InsuranceLn 23$7K
Other expenses (24a–d)Ln 24$73K
Total functional expensesLn 25$214K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $304K$214K$90K$504K 990 PDF
FY2023 $299K$208K$91K$414K 990 PDF
FY2022 $231K$170K$61K$323K 990 PDF
FY2021 $194K$262K 990 PDF
FY2020 $168K$239K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $303,851 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $293,596$293,596
VIII-3 Investment incomeExcluded from tax $10,255$10,255
VIII-12 Total revenueRelated to mission $293,596 · Unrelated business $0 · Excluded from tax $10,255$303,851
Part IX · Statement of functional expenses $214,244 across 8 lines filed
IX-2 Grants to domestic individuals$3,991
IX-4 Benefits paid to or for members$118,433
IX-11c Accounting fees$4,450
IX-11g Other fees for services$4,722
IX-13 Office expenses$1,109
IX-19 Conferences, conventions and meetings$1,007
IX-23 Insurance$7,366
IX-24 Other expenses (24a–d)$73,166
IX-25 Total functional expenses$214,244
Part X · Balance sheet $503,735 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $1,224$1,224
X-2 Savings and temporary cash investmentsStart of year $412,904$502,511
X-16 Total assetsStart of year $414,128$503,735
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $414,128$503,735
X-32 Total net assets or fund balancesStart of year $414,128$503,735
X-33 Total liabilities and net assetsStart of year $414,128$503,735
Part XI · Reconciliation of net assets $503,735 net assets at year end
XI-1 Total revenue$303,851
XI-2 Total expenses$214,244
XI-3 Revenue less expenses$89,607
XI-4 Net assets at start of year$414,128
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$503,735

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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