BETA

HEALTHCARE WORKFORCE TRAINING INSTITUTE INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
HEALTHCARE WORKFORCE TRAINING INSTITUTE INC (EIN 31-1609189)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202423209349104742
Schema version
2023v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-15T14:39:14-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN261588174PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JT AND ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1700 PILGRIM PARKWAY SUITE 200AddressLine1Txt
CityELM GROVECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53122ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311609189EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HEALTHCARE WORKFORCE TRAININGBusinessNameLine1Txt
Business Name Line2INSTITUTEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHEALBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11405 TRUAX BLVD SUITE 3AAddressLine1Txt
CityEAU CLAIRECityNm
State AbbreviationWIStateAbbreviationCd
ZIP547031474ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTOMMY DAVIDSONPersonNm
Person TitleOFFICERPersonTitleTxt
Signature2024-11-14SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRYAN JOHNSENPreparerPersonNm
PTINP00870709PTIN
Phone2627899945PhoneNum
Preparation2024-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
PF Status Term Sect507b1 AYes (X)PFStatusTermSect507b1AInd
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$34,985FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$104,701ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Other Income Rev And Expnss$116,830OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$116,830OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$221,531TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Total Adj Net Incm$116,830TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$31,942CompOfcrDirTrstRevAndExpnssAmt
Oth Empl Slrs Wgs Rev And Expnss$123,253OthEmplSlrsWgsRevAndExpnssAmt
Pension Empl Bnft Rev And Expnss$15,524PensionEmplBnftRevAndExpnssAmt
Other Prof Fees Rev And Expnss$7,623OtherProfFeesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$4,468TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$49,663OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$232,473TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$232,473TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$10,942ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$116,830AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,551CashBOYAmt
Cash EOY$2,722CashEOYAmt
Cash EOYFMV$2,722CashEOYFMVAmt
Acct Rcvbl$8,977AcctRcvblAmt
Acct Rcvbl EOY$8,977AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$8,977AcctRcvblEOYFMVAmt
Prepaid Expenses EOY$119PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$119PrepaidExpensesEOYFMVAmt
Invst Land Cost Or Other Basis$25,712InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$2,545InvstLandAccumDepreciationAmt
Land Bldg Investments EOY$23,167LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$23,167LandBldgInvestmentsEOYFMVAmt
Total Assets BOY$1,551TotalAssetsBOYAmt
Total Assets EOY$34,985TotalAssetsEOYAmt
Total Assets EOYFMV$34,985TotalAssetsEOYFMVAmt
Accounts Payable EOY$14,911AccountsPayableEOYAmt
Other Liabilities EOY$29,465OtherLiabilitiesEOYAmt
Total Liabilities EOY$44,376TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,551NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY-$9,391NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,551TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY-$9,391TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,551TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$34,985TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,551TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$10,942ExcessRevenueOverExpensesAmt
Subtotal-$9,391SubtotalAmt
Tot Net Ast Or Fund Balances EOY-$9,391TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressHTTPS://WWW.HEALTHCAREWORKFORCETRAINING.COM/WebsiteAddressTxt
Individual With BooksTOMMY DAVIDSONIndividualWithBooksNm
Phone7157263849PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17429 ROYAL HARBOUR CIRCLEAddressLine1Txt
CityOOLTEWAHCityNm
State AbbreviationTNStateAbbreviationCd
ZIP37363ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TOMMY DAVIDSON
7429 ROYAL HARBOUR CIRCLEOOLTEWAHTN37363OFFICER5.00$0$0$0
TAYLOR DAVIDSON
7429 ROYAL HARBOUR CIRCLEOOLTEWAHTN37363OFFICER5.00$0$0$0
PAULA GIBSON
1405 TRUAX BLVDEAU CLAIREWI54703DIRECTOR40.00$31,942$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,500AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$25,712FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$27,212TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$27,212AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$408CashDeemedCharitableAmt
Net Vl Noncharitable Assets$26,804NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,340MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,340MinimumInvestmentReturnAmt
Distributable Before Adj$1,340DistributableBeforeAdjAmt
Distributable Before Ded$1,340DistributableBeforeDedAmt
Distributable As Adjusted$1,340DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,340DistributableAsAdjustedAmt
Undistributed Income CY$1,340UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$116,830RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$116,830TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number1ALineNumberTxt
Relationship StatementTRAIN AND INCREASE NURSING PERSONNEL IN NORTHWEST WIRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Cost Or Other Basis$25,712CostOrOtherBasisAmt
Accumulated Depreciation$2,545AccumulatedDepreciationAmt
Book Value$23,167BookValueAmt
EOYFMV$23,167EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
EMPLOYEE BENEFITS$5,938
ADMIN$3,234
EDUCATIONAL SUPPLIES$4,943
INSURANCE$5,105
EQUIPMENT$5,583
DUES AND SUBSCRIPTIONS$682
TELEPHONE$150
HOME OFFICE$13,321
BANK CHARGES$1,377
INFORMATIONAL TECHNOLOGY$5,564
LEASE$1,221
INVESTMENT DEPRECIATION$2,545

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPROGRAM SERVICE REVENUEDesc
Revenue And Expenses Per Books$116,830RevenueAndExpensesPerBooksAmt
Adjusted Net Income$116,830AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescACCRUED LIABILITIESDesc
EOY Book Value$29,465EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmt
ADVERTISING / MARKETING$2,795
PURCHASE SERVICES$4,828

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.