DTE ENERGY COMPANY IBEW LOCAL 17 JOINT TRAINING TRUST FUND

EIN: 856793030 Employment

SOUTHFIELD, MI

Total Revenue
N/A
Total Expenses
$15,176
Total Assets
$510,079
Net Assets
$510,079
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2020
Principal Officer
JAMES SHAW
Phone
2484234543
Tax Period
2023-11-01 to 2024-10-31

Mission

TO ESTABLISH AND MAINTAIN A TRAINING PROGRAM FOR OUTSIDE ELECTRICAL CONSTRUCTION WORK COVERED THROUGH COLLECTIVE BARGAINING.

Program Service Accomplishments

Program 1

THE FUND'S PURPOSE IS TO PROVIDE ELECTRICAL CONSTRUCTION TRAINING FOR DTE EMPLOYEES AND EMPLOYEES OF SUBCONTRACTORS OF DTE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $15,176
TOTAL EXPENSES $15,176

Year-over-Year Comparison

2023 2022 Change
Revenue N/A N/A N/A
Expenses $15,176 $1,982 +6.7%
Net Income N/A $-1,982 N/A
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
6
$531,560
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MICHAEL KOZLOWSKI TRUSTEE 1.00
Director
$0 $60,174 $228,525
JAMES SHAW TRUSTEE 1.00
Director
$0 $25,689 $221,314
RYAN OLECHNOWICZ TRUSTEE 1.00
Director
$0 $17,933 $81,721
ANDREW KEATON TRUSTEE 1.00
Director
$0 $0 $0
CHERYL YAPO MORAIS TRUSTEE 1.00
Director
$0 $0 $0
RYAN STOWE TRUSTEE 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data $15,176 $510,079 No data
2023 No data $1,982 $525,254 No data
2022 $201,659 $23,705 $527,236 $177,954
2021 $350,000 $718 $349,282 $349,282
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