2025-06-05T10:12:59-05:00 2024-07-31 363168081 SIKICH LLC 17335 GOLF PARKWAY SUITE 500 BROOKFIELD WI 53045 990 2023-08-01 391415341 MADISON AREA SHEET METAL WORKERS EDUCATIONAL TRUST MADI 8887199567 2201 SPRINGDALE ROAD WAUKESHA WI 53186 BRIAN NEUMAIER CO-CHAIR 8887199567 2025-06-05 1 0 BRIDGETTE MUGGE P00241858 2627549400 2025-06-05 2023 2025-03-06 01:10:19Z BRIAN NEUMAIER 2201 SPRINGDALE ROAD WAUKESHA WI 53186 1538021 0 X WWW.MADISONSMJATC.ORG X 1981 WI PROVIDE EDUCATIONAL PROGRAMS FOR APPRENTICES AND JOURNEYMEN IN MADISON AND THE SURROUNDING AREA. 4 3 16 3 0 0 27000 47500 1242149 1461294 13486 8245 25014 7003 1307649 1524042 0 0 0 0 480780 535856 0 0 0 691753 755209 1172533 1291065 135116 232977 3383394 3461350 1832683 1677662 1550711 1783688 MADISON AREA SHEET METAL WORKERS EDUCATIONAL TRUST PROVIDES EDUCATIONAL PROGRAMS AND TRAINING FOR APPRENTICES AND JOURNEYMEN IN MADISON, WI AND THE SURROUNDING AREA. 0 0 1120754 1524042 MADISON AREA SHEET METAL WORKERS EDUCATIONAL TRUST PROVIDED EDUCATIONAL PROGRAMS AND TRAINING FOR APPRENTICES AND JOURNEYMEN SHEET METAL WORKERS DURING THE YEAR. 1120754 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 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 0 0 0 1 2 0 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X BENEFIT PLAN ADMINISTRATION OF WISCONSIN INC A BENESYS CO 8887199567 2201 SPRINGDALE ROAD WAUKESHA WI 531862855 GARY HUNTER TRUSTEE 1.00 X 14513 0 0 BRAD WERLEIN CO-CHAIR 1.00 X X 0 0 0 SCOTT BARTZ CO-CHAIR (THRU 7/1/24) 1.00 X X 0 0 0 MARCUS NELSON TRUSTEE 1.00 X 0 0 0 BRIAN NEUMAIER INST.(THRU 7/1/24)/CO-CHAIR(BEG 7/1/24) 40.00 X X 111420 0 64885 SCOTT HINZ TRAINING COORDINATOR 40.00 X 118420 0 64885 244353 0 129770 2 0 1 0 0 47500 47500 EDUCATIONAL FUND CONTR 611513 1320621 1320621 TUITION 611513 140673 140673 1461294 5224 5224 5932 0 5932 5932 5932 17000 13979 3021 3021 3021 MISCELLANEOUS 611513 1071 1071 1071 1524042 1462365 0 14177 11217 11217 355391 355391 60134 60134 76533 76533 32581 32581 14390 14390 132577 132577 9525 9525 12280 12280 50700 50700 14447 14447 10917 10917 75925 75925 189767 189767 12790 12790 EDUCATIONAL EXPENSES 109244 109244 MAINTENANCE 41862 41862 SHOP EQUIPMENT & TOOLS 41446 41446 BIG STEP, COMMUNITY OUT 32997 32997 6342 4803 1539 1291065 1120754 170311 0 465199 210517 235040 234015 4351 4055 3384351 826813 2678804 2557538 452264 2961 3383394 3461350 73326 63631 1735 1759357 1612296 1832683 1677662 X 1550711 1783688 1550711 1783688 3383394 3461350 232977 0 X 0 1 X 1 0 X 27000 47500 74500 949480 982072 1013210 1242149 1461294 5648205 949480 982072 1013210 1269149 1508794 5722705 0 0 0 5722705 704 6114 5407 11156 23381 704 6114 5407 11156 23381 19736 6435 2238 19607 1071 49087 969920 988507 1021562 1294163 1521021 5795173 0.98750 0.98750 0.00400 0.00260 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 19,736. 2020 AMOUNT: $ 6,435. 2021 AMOUNT: $ 2,238. 2022 AMOUNT: $ 19,607. 2023 AMOUNT: $ 1,071. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2510007 304773 2205234 868849 516545 352304 5495 5495 0 2557538 X 1524042 0 1524042 0 1524042 1291065 0 1291065 0 1291065 PART X, LINE 2: THE INTERNAL REVENUE SERVICE (IRS) HAS RULED THAT THE TRUST QUALIFIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE-LIKELY-THAN-NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 0 0 0 0 0 0 0 0 0 SCOTT HINZ TRAINING COORDINATOR 118420 0 0 0 0 0 40847 0 24038 0 183305 0 0 0 BRIAN NEUMAIER INST.(THRU 7/1/24)/CO-CHAIR(BEG 7/1/ 111420 0 0 0 0 0 40847 0 24038 0 176305 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE TRUST HAS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED BY THE ORGANIZATION'S GOVERNING BODY AND MANAGEMENT BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD WILL REVIEW, MAKE DETERMINATION OF, AND NOTE IN MEETING MINUTES ANY CONFLICTS OF INTEREST. AN INDEPENDENT REVIEW SHALL PERIODICALLY REVIEW ACTIONS TAKEN BY THE BOARD ON BEHALF OF THE TRUST. AT THE FIRST ANNUAL MEETING OF THE BOARD, AND EACH YEAR THEREAFTER, EACH MEMBER OF THE BOARD AND BOARD ADVISOR SHALL SIGN A WRITTEN STATEMENT REGARDING THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE TRUSTEES CREATED THE TRAINING COORDINATOR POSITION AND ENTERED INTO AN EMPLOYMENT AGREEMENT WITH THE CURRENT TRAINING COORDINATOR IN AUGUST 2021. THE TRAINING COORDINATOR IS COMPENSATED BASED ON A 40 HOUR WORK WEEK AT THE FOREMAN PAY RATE, PLUS AN ADDITIONAL $5.00 PER HOUR, AS PROVIDED IN THE LABOR AGREEMENT BETWEEN SHEET METAL WORKERS LOCAL #18 AND MADISON AREA MECHANICAL & SHEET METAL CONTRACTORS ASSOCIATION THROUGH MAY 2024 AND AT THE FOREMAN (>4) PAY RATE, PLUS AN ADDITIONAL $5.00 PER HOUR, AS PROVIDED IN THE LABOR AGREEMENT BETWEEN SHEET METAL WORKERS LOCAL #18 AND JANESVILLE AREA SIGNATORY CONTRACTORS BEGINNING JUNE 1, 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.