2024-11-13T11:15:11-06:00 2023-12-31 721396621 CARR RIGGS & INGRAM LLC 2424 LOUISIANA BLVD NE STE 300 ALBUQUERQUE NM 87110 990 2023-01-01 756043096 SOUTHWESTERN LINE CONSTRUCTION ELECT JOINT APPRENTICESHIP & TRAINING PROGRAM SOUT 5052225070 8425 WASHINGTON PLACE NE ALBUQUERQUE NM 87113 JUSTIN ARCHIBEQUE EXECUTIVE DIRECTOR 5052225070 2024-11-11 1 1 TIMOTHY REYNOLDS P00535985 5058832727 2024-11-11 2023 2024-10-15 13:58:12Z JUSTIN ARCHIBEQUE 8425 WASHINGTON PLACE NE ALBUQUERQUE NM 87113 10670085 0 X WWW.SWLCAT.ORG X 1965 NM SCREEN, TEST, EDUCATE AND TRAIN CANDIDATES TO BECOME OUTSIDE LINE CONSTRUCTION LINEMEN. 11 11 24 12 0 0 8169980 9611678 837451 836074 123453 209754 0 50 9130884 10657556 0 0 0 0 3490025 4263022 0 0 0 2825861 3629079 6315886 7892101 2814998 2765455 16916839 19744157 0 0 16916839 19744157 X THE ORGANIZATION (SWLCAT) WAS CREATED TO PROVIDE QUALITY APPRENTICESHIP AND TRAINING PROGRAMS FOR THE OUTSIDE ELECTRICAL CONSTRUCTION INDUSTRY. THEY ARE AN INDEPENDENT TRAINING AGENCY OPERATING UNDER THE AUSPICES OF THE NATIONAL JOINT APPRENTICESHIP AND TRAINING COMMITTEE. THEIR NATIONAL AND INTERNATIONAL AFFILIATIONS INSURE CONSISTENT TRAINING AND CREDENTIALS THAT ARE RECOGNIZED UNIVERSALLY. THE PROGRAM IS REGISTERED WITH, AND MONITORED BY, THE US DEPARTMENT OF LABOR, BUREAU OF APPRENTICESHIP AND TRAINING. THE PROGRAM IS OPERATED IN ARIZONA, KANSAS, NEW MEXICO, OKLAHOMA AND TEXAS. SWLCAT'S SUPPORT COMES PRIMARILY FROM APPRENTICESHIP APPLICATION FEES, TUITION RECEIVED FROM ACTIVE APPRENTICES, AND CONTRIBUTIONS RECEIVED FROM EMPLOYERS PARTICIPATING IN THE APPRENTICE PROGRAM THROUGH A PARTNERSHIP WITH THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS (IBEW) AND THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION (NECA). 0 0 7022049 836124 APPRENTICESHIP AND TRAINING PROGRAMS: IN CALENDAR YEAR 2023, 387 NEW APPRENTICES WERE INDENTURED IN THE LINEMAN TRAINING PROGRAM. ALSO DURING THE 2023 YEAR, 83 APPRENTICES GRADUATED FROM THE LINEMAN PROGRAM AND 185 WERE DROPPED FOR CAUSE OR VOLUNTARILY WITHDREW FROM THE PROGRAM. 7022049 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 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 0 0 0 1 3 0 1 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 1 1 0 1 0 0 0 0 1 0 0 NM X X JANESSA ALDERETE 5052225070 8425 WASHINGTON PLACE NE ALBUQUERQUE NM 87113 MARK CUNNINGHAM CHAIR/TRUSTEE 2.00 X X 0 0 0 JOE MITCHELL SECRETARY/TRUSTEE 2.00 X X 0 0 0 ANDREW FATERKOWSKI TRUSTEE 2.00 X 0 0 0 BRAD PERKINS TRUSTEE 2.00 X 0 0 0 BRAD PROCTOR TRUSTEE 2.00 X 0 0 0 CHAD WILSON TRUSTEE 2.00 X 0 0 0 JAMES FERGUSON TRUSTEE 2.00 X 0 0 0 ERIC LAURIHA TRUSTEE 2.00 X 0 0 0 ALFONSO MARTINEZ TRUSTEE 2.00 X 0 0 0 RHETT JACKSON TRUSTEE 2.00 X 0 0 0 PETE TRUJILLO TRUSTEE 2.00 X 0 0 0 CHRIS UBEL OUTGOING TRUSTEE 1.00 X 0 0 0 ALEX TRUJILLO EXECUTIVE DIRECTOR 40.00 X 237633 0 75766 JUSTIN ARCHIBEQUE TRAINING DIRECTOR 40.00 X 194923 0 65089 BRIAN RICE AREA DIRECTOR 40.00 X 188825 0 63564 FRANK CURTS AREA DIRECTOR 40.00 X 188825 0 63564 DOUG WINTERS AREA DIRECTOR (OK & KS) 40.00 X 188825 0 63564 TRAVIS ODLE AREA DIRECTOR 40.00 X 188825 0 63564 MARK MCCUBBIN AREA DIRECTOR 40.00 X 188825 0 63564 DANIEL TRUJILLO AREA DIRECTOR 40.00 X 188825 0 63564 JAMES BACA JR INSTRUCTOR 40.00 X 176926 0 60589 RYAN CARMEN INSTRUCTOR 40.00 X 170825 0 56065 RYAN WESTERHOLD INSTRUCTOR 40.00 X 170825 0 59065 ANTHONY LIRA INSTRUCTOR 40.00 X 170825 0 59064 KEVIN KESSLER INSTRUCTOR 40.00 X 170825 0 59064 2425732 0 816086 13 0 1 0 0 9611678 9611678 TUITION 611600 402417 402417 TUITION FORFEITURE 611600 270021 270021 ORIENTATION & PROMOTION 611600 118568 118568 APPLICATION FEES 611600 41953 41953 COURSE MATERIALS 611600 3115 3115 836074 200283 200283 22000 12529 9471 9471 9471 OTHER INCOME 611600 50 50 50 10657556 836124 0 209754 313399 125359 188040 2658821 2417260 241561 689820 623851 65969 389280 340708 48572 211702 179946 31756 6912 6912 41780 41780 15546 15546 53448 53448 369053 325145 43908 53533 42826 10707 405065 344306 60759 50164 46031 4133 187178 187178 391539 332809 58730 137770 123993 13777 COURSE MATERIALS 1194153 1194153 PROGRAM COSTS 722938 722938 7892101 7022049 870052 0 6950327 6091827 4541965 3724979 6654911 1323288 2504510 5331623 2920037 4595728 16916839 19744157 0 0 X 16916839 19744157 16916839 19744157 16916839 19744157 2765455 61863 0 X X 0 0 0 X 4656378 6365969 6946779 8169980 9611678 35750784 852637 893552 387074 837451 836074 3806788 5509015 7259521 7333853 9007431 10447752 39557572 0 0 0 39557572 101789 102279 79206 122758 200283 606315 101789 102279 79206 122758 200283 606315 5610804 7361800 7413059 9130189 10648035 40163887 0.98490 0.98520 0.01510 0.01480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3012479 3012479 1333913 258962 1074951 438690 122738 315952 1863751 935510 928241 6078 6078 0 5331623 TUITION REFUND CASH RESERVE 3123195 INTERNAL-USE SOFTWARE IN DEVELOPMEN 216250 CONSTRUCTION IN PROGRESS 1256283 4595728 X 0 0 0 0 0 0 0 1 0 ALEX TRUJILLO EXECUTIVE DIRECTOR 237633 0 0 0 0 0 62326 0 13440 0 313399 0 0 0 JUSTIN ARCHIBEQUE TRAINING DIRECTOR 194923 0 0 0 0 0 51649 0 13440 0 260012 0 0 0 BRIAN RICE AREA DIRECTOR 188825 0 0 0 0 0 50124 0 13440 0 252389 0 0 0 FRANK CURTS AREA DIRECTOR 188825 0 0 0 0 0 50124 0 13440 0 252389 0 0 0 DOUG WINTERS AREA DIRECTOR (OK & KS) 188825 0 0 0 0 0 50124 0 13440 0 252389 0 0 0 TRAVIS ODLE AREA DIRECTOR 188825 0 0 0 0 0 50124 0 13440 0 252389 0 0 0 MARK MCCUBBIN AREA DIRECTOR 188825 0 0 0 0 0 50124 0 13440 0 252389 0 0 0 DANIEL TRUJILLO AREA DIRECTOR 188825 0 0 0 0 0 50124 0 13440 0 252389 0 0 0 JAMES BACA JR INSTRUCTOR 176926 0 0 0 0 0 47149 0 13440 0 237515 0 0 0 RYAN WESTERHOLD INSTRUCTOR 170825 0 0 0 0 0 45625 0 13440 0 229890 0 0 0 ANTHONY LIRA INSTRUCTOR 170825 0 0 0 0 0 45624 0 13440 0 229889 0 0 0 KEVIN KESSLER INSTRUCTOR 170825 0 0 0 0 0 45624 0 13440 0 229889 0 0 0 RYAN CARMEN INSTRUCTOR 170825 0 0 0 0 0 42625 0 13440 0 226890 0 0 0 PART I, LINE 3 THE BOARD USES COMPARABILITY DATA FROM OTHER SIMILAR ORGANIZATIONS AND CONSIDERS COST OF LIVING INCREASES. ALL COMPENSATION IS BOARD APPROVED. PART I, LINE 7 BONUSES FOR THE EXECUTIVE DIRECTOR, AREA DIRECTORS, AND SOME EMPLOYEES ARE APPROVED BY THE BOARD BASED ON YEAR-END PERFORMANCE. FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990 PRIOR TO FILING THEN INFORMS THE BOARD WHEN THE TAX RETURN IS RELEASED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWS COMPENSATION ANNUALLY DURING ITS BUDGETING PROCESS. DURING THIS PROCESS THEY USE COMPARABILITY DATA FROM OTHER SIMILAR ORGANIZATIONS AND CONSIDER COST OF LIVING INCREASES. THIS PROCESS IS DOCUMENTED IN ITS MEETINGS AND ALL COMPENSATION IS BOARD APPROVED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, TAX RETURNS, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990 PART XII LINE 2 THERE WAS NO CHANGE TO THE AUDIT PROCESS OVERSIGHT OR SELECTION PROCESS DURING THE YEAR, HOWEVER DUE TO A CHANGE IN BOARD MEMBERS, ADDITIONAL TIME WAS NEEDED TO ORGANIZE THE AUDIT OF THE 2022 AND 2023 CALENDAR YEARS. THEREFORE, AT THE TIME OF THIS TAX RETURN FILING, AN AUDIT HAS NOT YET BEEN COMPLETED, BUT THE BOARD IS SCHEDULED FOR AN AUDIT TO COVER CALENDAR YEARS 2022 AND 2023.