Civic Intelligence

Plumbing and Mechanical Contractors Association of Milwaukee and Southeaster

990 • Fiscal year 2016 • EIN 39-0477190

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

11001 W Plank CT No 100Wauwatosa, WI 53226-3668

(414) 543-7622

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.06x

Higher debt load relative to assets than 30% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

51st percentile

0.20x

Higher debt load relative to revenue than 51% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Net Margin

82nd percentile

14%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

22nd percentile

$0

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Source year 2016

Asset Growth

58th percentile

5.8%

Faster asset growth than 58% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

28th percentile

-3.0%

Faster revenue growth than 28% of similar nonprofits.

2016 filings • 501(c)6 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,659,511

Up $91,569 (+5.8%) from 2015

Net Assets

Up

$1,553,344

Up $93,940 (+6.4%) from 2015

Liabilities

Down

$106,167

Down $2,371 (-2.2%) from 2015

Revenue

Down

$540,425

Down $16,519 (-3.0%) from 2015

Expenses

Down

$462,662

Down $34,590 (-7.0%) from 2015

Net Income

Up

$77,763

Up $18,071 (+30%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,554,307Liabilities 2010: $17Net Assets 2010: $1,554,2902010Assets 2011: $1,515,378Liabilities 2011: $0Net Assets 2011: $1,515,3782011Assets 2012: $1,519,741Liabilities 2012: $69,645Net Assets 2012: $1,450,0962012Assets 2013: $1,497,414Liabilities 2013: $112,249Net Assets 2013: $1,385,1652013Assets 2014: $1,568,991Liabilities 2014: $153,701Net Assets 2014: $1,415,2902014Assets 2015: $1,567,942Liabilities 2015: $108,538Net Assets 2015: $1,459,4042015Assets 2016: $1,659,511Liabilities 2016: $106,167Net Assets 2016: $1,553,3442016Assets 2017: $1,597,744Liabilities 2017: $5,146Net Assets 2017: $1,592,5982017Assets 2018: $1,602,910Liabilities 2018: $3,867Net Assets 2018: $1,599,0432018Assets 2019: $1,680,419Liabilities 2019: $2,368Net Assets 2019: $1,678,0512019Assets 2020: $1,761,386Liabilities 2020: $44,242Net Assets 2020: $1,717,1442020Assets 2021: $1,744,367Liabilities 2021: $733Net Assets 2021: $1,743,6342021Assets 2022: $1,694,551Liabilities 2022: $134,052Net Assets 2022: $1,560,4992022Assets 2023: $1,737,993Liabilities 2023: $50,389Net Assets 2023: $1,687,6042023Assets 2024: $1,950,138Liabilities 2024: $55,799Net Assets 2024: $1,894,3392024

Highlighted filing

2016

Assets$1,659,511
Liabilities$106,167
Net Assets$1,553,344

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $542,4122010Expenses 2011: $531,2622011Expenses 2012: $658,9012012Revenue 2013: $465,476Expenses 2013: $530,407Net Income 2013: -$64,9312013Revenue 2014: $539,370Expenses 2014: $510,019Net Income 2014: $29,3512014Revenue 2015: $556,944Expenses 2015: $497,252Net Income 2015: $59,6922015Revenue 2016: $540,425Expenses 2016: $462,662Net Income 2016: $77,7632016Revenue 2017: $539,365Expenses 2017: $544,300Net Income 2017: -$4,9352017Revenue 2018: $565,456Expenses 2018: $522,406Net Income 2018: $43,0502018Revenue 2019: $587,791Expenses 2019: $593,484Net Income 2019: -$5,6932019Revenue 2020: $550,604Expenses 2020: $562,559Net Income 2020: -$11,9552020Revenue 2021: $564,460Expenses 2021: $560,810Net Income 2021: $3,6502021Revenue 2022: $612,404Expenses 2022: $602,985Net Income 2022: $9,4192022Revenue 2023: $687,442Expenses 2023: $674,273Net Income 2023: $13,1692023Revenue 2024: $786,702Expenses 2024: $657,368Net Income 2024: $129,3342024

Highlighted filing

2016

Revenue$540,425
Expenses$462,662
Net Income$77,763
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Gross Receipts
$540,425
Mission and Program Overview

Mission

The plumbing and mechanical contractors association of milwaukee and southeastern wisconsin, inc. (pmc) is a business league/trade association that promotes the business interests of employers in the milwaukee metropolitan area who are engaged in the plumbing; piping; heating, ventilating, and air conditioning (hvac); refrigeration; and mechanical contracting industries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$733,871$828,673▲ $94,802
Investments in Publicly Traded Securities$655,841$635,425▼ $20,416
Accounts Receivable$170,136$180,292▲ $10,156
Prepaid Expenses and Deferred Charges$6,329$13,356▲ $7,027
Total Assets$1,567,942$1,659,511▲ $91,569
Other Assets Total$1,765$1,765→ $0
Liabilities
Accounts Payable and Accrued Expenses$108,403$106,167▼ $2,236
Deferred Revenue$135--
Total Liabilities$108,538$106,167▼ $2,371
Net Assets / Fund Balance
Unrestricted Net Assets$1,459,404$1,553,344▲ $93,940
Total Net Assets Fund Balance$1,459,404$1,553,344▲ $93,940
Total Liabilities and Net Assets / Fund Balance$1,567,942$1,659,511▲ $91,569
Compensation and Service Providers

Board Members and Trustees

NameTitle
Christopher MartinezPresident
Dan RogersDirector
Jean Marie ThielDirector
John BrennanDirector
Ken AherDirector
Ted AngeloDirector
Lauri RollingsExecutive Director
Mike SchererSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Plumbing Mechanical Sheet Metal ContractAdministrative Services11001 W PLANK CT STE 100, Wauwatosa, WI 53226-3668$409,207
Revenue and Support

Revenue Composition

Contributions and Grants
$47,489
Program Service Revenue
$472,633
Investment Income
$20,303
Other Revenue
$0
All Other Contributions
$47,489
Change in Net Assets
$77,763

Audited Revenue Reconciliation

Revenue per Audited Statements
$540,425
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$16,177
Total Revenue per Audited Statements
$556,602
Total Revenue per Form 990
$540,425
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$457,662
Grants and Similar Amounts Paid$5,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$234,679
Conferences and Meetings---$88,032
Office Expenses---$86,799
Fees for Services Accounting---$20,867
Information Technology---$9,154
Insurance---$8,856
Fees for Service Investment Mgmnt Fees---$5,941
Grants to Domestic Individuals---$5,000
Travel---$2,667
Fees for Services Legal---$667
Total Functional Expenses$0$0$0$462,662

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$462,662
Total Expenses per Audited Statements$462,662
Total Expenses per Form 990$462,662
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

The association has three classes of membership.

Form 990, Part VI, Section A, Line 7A

The association's membership has the right to elect the members of the governing body.

Form 990, Part VI, Section B, Line 11B

The prepared form 990 is reviewed by the members of the governing body before the return is filed with the irs.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Plumbing and Mechanical Contractors
EIN
39-0477190
Phone
4145437622
Address
11001 W PLANK CT NO 100, WAUWATOSA, WI 53226-3668

Signing Officer

Name
Lauri Rollings
Title
Executive Director
Phone
4145437622
Signed
2017-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lauri Rollings
Formed
1883
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Wegner Cpas Llp
Address
2110 LUANN LN, MADISON, WI 53713-3074
Preparer
Jenny Tarkowski CPA
Phone
6082744020
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Administrative management services 234,679.

Raw XML Appendix353 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0THE PLUMBING AND MECHANICAL CONTRACTORS ASSOCIATION OF MILWAUKEE AND SOUTHEASTERN WISCONSIN, INC. (PMC) IS A BUSINESS LEAGUE/TRADE ASSOCIATION THAT PROMOTES THE BUSINESS INTERESTS OF EMPLOYERS IN THE MILWAUKEE METROPOLITAN AREA WHO ARE ENGAGED IN THE PLUMBING; PIPING; HEATING, VENTILATING, AND AIR CONDITIONING (HVAC); REFRIGERATION; AND MECHANICAL CONTRACTING INDUSTRIES.
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/MissionDesc0THE PLUMBING AND MECHANICAL CONTRACTORS ASSOCIATION OF MILWAUKEE AND SOUTHEASTERN WISCONSIN, INC. (PMC) IS A BUSINESS LEAGUE/TRADE ASSOCIATION THAT PROMOTES THE BUSINESS INTERESTS OF EMPLOYERS IN THE MILWAUKEE METROPOLITAN AREA WHO ARE ENGAGED IN THE PLUMBING; PIPING; HEATING, VENTILATING, AND AIR CONDITIONING (HVAC); REFRIGERATION; AND MECHANICAL CONTRACTING INDUSTRIES.
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IRS990/ProgSrvcAccomActy3Grp/Desc0PMC PROVIDES SPONSORSHIP OF, PROMOTION OF, PARTICIPATION IN, REPRESENTATION AT, MONITORING OF, AND REPORTING CONCERNING MEETINGS, CONFERENCES, AND CONVENTIONS, THE BUSINESS OF WHICH RELATES TO THE NEEDS OF CONTRACTORS ENGAGED IN THE PLUMBING, HVAC, AND MECHANICAL CONTRACTING INDUSTRIES.
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IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0462662
IRS990ScheduleD/NetUnrealizedGainsInvstAmt016177
IRS990ScheduleD/RevenueNotReportedAmt016177
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0540425
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0462662
IRS990ScheduleD/TotalRevenuePerForm990Amt0540425
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0556602
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0462662
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION HAS THREE CLASSES OF MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION'S MEMBERSHIP HAS THE RIGHT TO ELECT THE MEMBERS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PREPARED FORM 990 IS REVIEWED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADMINISTRATIVE MANAGEMENT SERVICES 234,679.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01567942
IRS990/TotalAssetsEOYAmt01659511
IRS990/TotalAssetsGrp/BOYAmt01567942
IRS990/TotalAssetsGrp/EOYAmt01659511
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt047489
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0462662
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0108538
IRS990/TotalLiabilitiesEOYAmt0106167
IRS990/TotalLiabilitiesGrp/BOYAmt0108538
IRS990/TotalLiabilitiesGrp/EOYAmt0106167
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01459404
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01553344
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0472633
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt020303
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0472633
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0540425
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01567942
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01659511
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt02667
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01459404
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01553344
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011001 W PLANK CT NO 100
IRS990/USAddress/CityNm0WAUWATOSA
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0532263668
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURI ROLLINGS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04145437622
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PLUMBING AND MECHANICAL CONTRACTORS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION OF MILWAUKEE AND SOUTHEASTER
ReturnHeader/Filer/BusinessNameControlTxt0PLUM
ReturnHeader/Filer/EIN0390477190
ReturnHeader/Filer/PhoneNum04145437622
ReturnHeader/Filer/USAddress/AddressLine1Txt011001 W PLANK CT NO 100
ReturnHeader/Filer/USAddress/CityNm0WAUWATOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532263668
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F5220C048E8F4764883E15D3AD23391DA5D6985E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06C9B1A35775087DBDB8A6D25ECA509C7F6C27838
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt097.91.110.18
ReturnHeader/FilingSecurityInformation/IPDt02017-05-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:46:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEGNER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02110 LUANN LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0537133074
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNY TARKOWSKI CPA
ReturnHeader/ReturnTs02017-05-12T11:20:46-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.06$1.89$0.79$0.66$0.13
2023Detailed filing. Detailed filing data is available for this year.$1.74$0.05$1.69$0.69$0.67$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.69$0.13$1.56$0.61$0.60$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.56$0.56$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.76$0.04$1.72$0.55$0.56$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.59$0.59$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.57$0.52$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.60$0.01$1.59$0.54$0.54$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.66$0.11$1.55$0.54$0.46$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.57$0.11$1.46$0.56$0.50$0.06
2014Detailed filing. Detailed filing data is available for this year.$1.57$0.15$1.42$0.54$0.51$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.50$0.11$1.39$0.47$0.53$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.07$1.45$0.66
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.00$1.52$0.53
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.00$1.55$0.54