Civic Intelligence

International Association of Sheet Metal Air Rail & Transportation

990 • Fiscal year 2013 • EIN 39-0969164

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 25, 2014

1602 S Park StMadison, WI 53715-2194

(608) 257-5757

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2013

Net Margin

73rd percentile

11%

Higher net margin than 73% of similar nonprofits.

2013 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$86,176

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 7.3% of source-year revenue.

2013 filings • 501(c)5 • $1M-$5M nonprofits • Source year 2013

Asset Growth

86th percentile

21%

Faster asset growth than 86% of similar nonprofits.

2013 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

76th percentile

8.7%

Faster revenue growth than 76% of similar nonprofits.

2013 filings • 501(c)5 • $1M-$5M nonprofits • Annualized from 2011 to 2013

Assets

Up

$742,298

Up $129,729 (+21%) from 2012

Net Assets

Up

$742,298

Up $129,729 (+21%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$1,181,172

No earlier filing loaded for comparison.

Expenses

Up

$1,051,443

Up $5,278 (+0.5%) from 2012

Net Income

$129,729

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $669,719Liabilities 2010: $0Net Assets 2010: $669,7192010Assets 2011: $600,346Liabilities 2011: $0Net Assets 2011: $600,3462011Assets 2012: $612,569Liabilities 2012: $0Net Assets 2012: $612,5692012Assets 2013: $742,298Liabilities 2013: $0Net Assets 2013: $742,2982013Assets 2014: $789,062Liabilities 2014: $0Net Assets 2014: $789,0622014Assets 2015: $864,831Liabilities 2015: $0Net Assets 2015: $864,8312015Assets 2016: $902,149Liabilities 2016: $0Net Assets 2016: $902,1492016Assets 2017: $901,876Liabilities 2017: $0Net Assets 2017: $901,8762017Assets 2018: $907,789Liabilities 2018: $0Net Assets 2018: $907,7892018Assets 2019: $940,842Liabilities 2019: $0Net Assets 2019: $940,8422019Assets 2020: $1,050,728Liabilities 2020: $0Net Assets 2020: $1,050,7282020Assets 2021: $1,251,904Liabilities 2021: $0Net Assets 2021: $1,251,9042021Assets 2022: $1,323,003Liabilities 2022: $0Net Assets 2022: $1,323,0032022Assets 2023: $1,406,348Liabilities 2023: $0Net Assets 2023: $1,406,3482023Assets 2024: $1,355,358Liabilities 2024: $0Net Assets 2024: $1,355,3582024

Highlighted filing

2013

Assets$742,298
Liabilities$0
Net Assets$742,298

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $935,8552010Revenue 2011: $1,000,391Expenses 2011: $1,069,764Net Income 2011: -$69,3732011Expenses 2012: $1,046,1652012Revenue 2013: $1,181,172Expenses 2013: $1,051,443Net Income 2013: $129,7292013Revenue 2014: $1,272,279Expenses 2014: $1,224,695Net Income 2014: $47,5842014Revenue 2015: $1,328,981Expenses 2015: $1,253,883Net Income 2015: $75,0982015Revenue 2016: $1,361,785Expenses 2016: $1,320,394Net Income 2016: $41,3912016Revenue 2017: $1,404,831Expenses 2017: $1,403,415Net Income 2017: $1,4162017Revenue 2018: $1,512,241Expenses 2018: $1,503,255Net Income 2018: $8,9862018Revenue 2019: $1,594,787Expenses 2019: $1,579,565Net Income 2019: $15,2222019Revenue 2020: $1,452,809Expenses 2020: $1,349,459Net Income 2020: $103,3502020Revenue 2021: $1,642,687Expenses 2021: $1,441,173Net Income 2021: $201,5142021Revenue 2022: $1,756,244Expenses 2022: $1,681,193Net Income 2022: $75,0512022Revenue 2023: $1,754,849Expenses 2023: $1,677,792Net Income 2023: $77,0572023Revenue 2024: $1,664,467Expenses 2024: $1,731,762Net Income 2024: -$67,2952024

Highlighted filing

2013

Revenue$1,181,172
Expenses$1,051,443
Net Income$129,729
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 25, 2014
Return Version
2013v3.0
Gross Receipts
$1,190,420
Mission and Program Overview

Mission

The association is a labor union that represents primarily production workers in wisconsin. The association is an arm of the international association of sheet metal, air, rail, and transportation workers, a union that was founded in 1888 and represents building trades workers, service industry workers, and railroad workers in the united states, canada, and puerto rico.

The association represents primarily production workers in wisconsin and has approximately 2,100 members from ten signatory employers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$612,092$741,821▲ $129,729
Cash and Non-Interest-Bearing Accounts$267$267→ $0
Investments Other Securities$210$210→ $0
Total Assets$612,569$742,298▲ $129,729
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$612,569$742,298▲ $129,729
Total Net Assets Fund Balance$612,569$742,298▲ $129,729
Total Liabilities and Net Assets / Fund Balance$612,569$742,298▲ $129,729
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tim SullivanBusiness Representative/organizerFT$63,135$23,041$86,176
Raymond FickenBusiness ManagerFT$59,269$16,662$75,931
David GoodspeedBusiness Representative/recording SecretaryFT$61,362$9,796$71,158

Board Members and Trustees

NameTitle
Randy KurthPresident
Paul BakerVice-president
John AllmanExecutive Board Member
Phillp DarrExecutive Board Member
Randy BolesExecutive Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$50,305
Program Service Revenue
$1,127,534
Investment Income
$3,908
Other Revenue
$-575
All Other Contributions
$50,305
Change in Net Assets
$129,729

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,190,420
Revenue Not Reported on Financial Statements
$-9,248
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-9,248
Total Revenue per Audited Statements
$1,190,420
Total Revenue per Form 990
$1,181,172
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$552,528
Salaries, Compensation, and Employee Benefits$479,090
Grants and Similar Amounts Paid$19,825
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates---$401,580
Current Officers, Directors, Trustees, and Key Employees---$233,265
Other Salaries and Wages---$141,853
Travel---$62,576
Pension Plan Contributions---$53,089
Other Employee Benefits---$26,695
Office Expenses---$25,754
Payroll Taxes---$24,188
Occupancy---$20,809
Grants to Domestic Individuals---$16,075
All Other Expenses---$14,938
Fees for Services Legal---$6,657
Fees for Services Accounting---$6,000
Conferences and Meetings---$5,788
Advertising---$4,999
Grants to Domestic Orgs---$3,750
Insurance---$3,427
Total Functional Expenses$0$0$0$1,051,443

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,060,691
Expenses per Audited Statements$1,051,443
Total Expenses per Form 990$1,051,443
Expenses Not Reported on Form 990$9,248
Expenses Not Reported on Financial Statements$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
Yes
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
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 a single class of membership.

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

The association's membership has the right to elect the members of the association's governing body. All members of the governing body are elected every three years. The membership also votes to elect members of the governing body as vacancies arise.

Form 990, Part VI, Section B, Line 11

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

Form 990, Part VI, Section C, Line 19

The association makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

EIN
39-0969164
Phone
6082575757

Signing Officer

Name
Raymond Ficken
Title
Business Manager
Phone
6082575757
Signed
2014-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Raymond Ficken
Formed
1965
Legal Domicile
Wi
Voting Board Members
5
Independent Board Members
4
Employees
21
Volunteers
5

Preparer

Preparer
Glenn Miller CPA
Phone
6082744020
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Cost of goods sold reported on form 990, part viii, line 10b -9,248.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cost of goods sold reported on form 990, part viii, line 10b 9,248.

Raw XML Appendix343 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/MissionDesc0THE ASSOCIAITON IS A LABOR UNION THAT REPRESENTS PRIMARILY PRODUCTION WORKERS IN WISCONSIN. THE ASSOCIAITON IS AN ARM OF THE SHEET METAL WORKERS INTERNATIONAL ASSOCIATION, A UNION THAT WAS FOUNDED IN 1888 AND REPRESENTS BUILDING TRADES WORKERS, SERVICE INDUSTRY WORKERS, AND RAILROAD WORKERS IN THE UNITED STATES, CANADA, AND PUERTO RICO.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B -9,248.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1COST OF GOODS SOLD REPORTED ON FORM 990, PART VIII, LINE 10B 9,248.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01060691
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt04400
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt111675
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS TO STUDENTS FOR POST-SECONDARY EDUCATION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1FINANCIAL ASSISTANCE TO INDIVIDUALS WHO HAVE FALLEN ON HARD TIMES
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt122
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION DISBURSES SCHOLARSHIP FUNDS FOR STUDENTS PURSUING HIGHER EDUCATION. INDIVIDUALS NEED TO APPLY FOR THE SCHOLARSHIPS TO BE CONSIDERED. THE SCHOLARSHIP COMMITTEE REVIEWS ALL APPLICATIONS AND SELECTS THE AWARD WINNERS. THE ASSOCIATION GENERALLY PROVIDES SCHOLARSHIPS TO THOSE INDIVIDUALS WHO ARE IN NEED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ASSOCIATION HAS A SINGLE CLASS OF MEMBERSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ASSOCIATION'S MEMBERSHIP HAS THE RIGHT TO ELECT THE MEMBERS OF THE ASSOCIATION'S GOVERNING BODY. ALL MEMBERS OF THE GOVERNING BODY ARE ELECTED EVERY THREE YEARS. THE MEMBERSHIP ALSO VOTES TO ELECT MEMBERS OF THE GOVERNING BODY AS VACANCIES ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ASSOCIATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
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 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd01
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0612569
IRS990/TotalAssetsEOYAmt0742298
IRS990/TotalAssetsGrp/BOYAmt0612569
IRS990/TotalAssetsGrp/EOYAmt0742298
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt050305
IRS990/TotalEmployeeCnt021
IRS990/TotalFunctionalExpensesGrp/TotalAmt01051443
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0612569
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0742298
IRS990/TotalOtherCompensationAmt049499
IRS990/TotalProgramServiceRevenueAmt01127534
IRS990/TotalReportableCompFromOrgAmt0183766
IRS990/TotalRevenueGrp/ExclusionAmt03908
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01126959
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01181172
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0612569
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0742298
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt062576
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0612569
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0742298
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101602 S PARK ST
IRS990/USAddress/City0MADISON
IRS990/USAddress/State0WI
IRS990/USAddress/ZIPCode0537152194
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.SMWIALOCAL565.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RAYMOND FICKEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BUSINESS MANAGER
ReturnHeader/BusinessOfficerGrp/PhoneNum06082575757
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine10SHEET METAL WORKERS INTERNATIONAL
ReturnHeader/Filer/BusinessName/BusinessNameLine20ASSOCIATION AFL-CIO LOCAL 565
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0390969164
ReturnHeader/Filer/PhoneNum06082575757
ReturnHeader/Filer/USAddress/AddressLine101602 S PARK ST
ReturnHeader/Filer/USAddress/City0MADISON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0537152194
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390974031
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10WEGNER CPAS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102110 LUANN LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MADISON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0537133074
ReturnHeader/PreparerPersonGrp/PhoneNum06082744020
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLENN MILLER CPA
ReturnHeader/ReturnTs02014-03-28T15:54:45-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$1.66$1.73$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$1.75$1.68$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$1.76$1.68$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$1.64$1.44$0.20
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$1.45$1.35$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$1.59$1.58$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$1.51$1.50$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$1.40$1.40$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$1.36$1.32$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.86$0.00$0.86$1.33$1.25$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$1.27$1.22$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$1.18$1.05$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.61$0.00$0.61$1.05
2011Summary only. Only limited summary data is available for this year.$0.60$0.00$0.60$1.00$1.07$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.67$0.00$0.67$0.94