Civic Intelligence

Western Wisconsin Ibewneca Apprenticeship and Training Trust

990 • Fiscal year 2018 • EIN 39-1084542

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 09, 2018

9480 US Hwy 53Fall Creek, WI 54742-9728

(715) 878-4068

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

66th percentile

12%

Higher net margin than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

71st percentile

19%

Faster revenue growth than 71% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$153,686

Up $27,721 (+22%) from 2017

Net Assets

Up

$153,686

Up $27,721 (+22%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$233,909

Up $37,381 (+19%) from 2017

Expenses

Up

$206,188

Up $34,449 (+20%) from 2017

Net Income

Up

$27,721

Up $2,932 (+12%) from 2017

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $105,289Liabilities 2010: $0Net Assets 2010: $105,2892010Assets 2011: $129,544Liabilities 2011: $0Net Assets 2011: $129,5442011Assets 2012: $138,207Liabilities 2012: $0Net Assets 2012: $138,2072012Assets 2013: $169,126Liabilities 2013: $0Net Assets 2013: $169,1262013Assets 2014: $133,983Liabilities 2014: $0Net Assets 2014: $133,9832014Assets 2015: $92,915Liabilities 2015: $0Net Assets 2015: $92,9152015Assets 2016: $101,176Liabilities 2016: $0Net Assets 2016: $101,1762016Assets 2017: $125,965Liabilities 2017: $0Net Assets 2017: $125,9652017Assets 2018: $153,686Liabilities 2018: $0Net Assets 2018: $153,6862018Assets 2019: $159,517Liabilities 2019: $0Net Assets 2019: $159,5172019Assets 2020: $182,769Liabilities 2020: $0Net Assets 2020: $182,7692020Assets 2021: $225,348Liabilities 2021: $0Net Assets 2021: $225,3482021Assets 2022: $259,887Liabilities 2022: $0Net Assets 2022: $259,8872022Assets 2023: $301,951Liabilities 2023: $0Net Assets 2023: $301,9512023Assets 2024: $291,451Liabilities 2024: $0Net Assets 2024: $291,4512024Assets 2025: $334,603Liabilities 2025: $0Net Assets 2025: $334,6032025

Highlighted filing

2018

Assets$153,686
Liabilities$0
Net Assets$153,686

Operations Trend

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

$400K$200K$0-$200KRevenue 2010: $117,414Expenses 2010: $85,416Net Income 2010: $31,9982010Revenue 2011: $108,109Expenses 2011: $83,854Net Income 2011: $24,2552011Revenue 2012: $98,238Expenses 2012: $89,575Net Income 2012: $8,6632012Revenue 2013: $116,422Expenses 2013: $85,503Net Income 2013: $30,9192013Revenue 2014: $83,480Expenses 2014: $118,623Net Income 2014: -$35,1432014Revenue 2015: $69,782Expenses 2015: $110,850Net Income 2015: -$41,0682015Revenue 2016: $181,810Expenses 2016: $173,549Net Income 2016: $8,2612016Revenue 2017: $196,528Expenses 2017: $171,739Net Income 2017: $24,7892017Revenue 2018: $233,909Expenses 2018: $206,188Net Income 2018: $27,7212018Revenue 2019: $263,955Expenses 2019: $258,124Net Income 2019: $5,8312019Revenue 2020: $246,462Expenses 2020: $223,210Net Income 2020: $23,2522020Revenue 2021: $228,369Expenses 2021: $185,790Net Income 2021: $42,5792021Revenue 2022: $247,175Expenses 2022: $212,636Net Income 2022: $34,5392022Revenue 2023: $303,374Expenses 2023: $261,310Net Income 2023: $42,0642023Revenue 2024: $313,836Expenses 2024: $324,336Net Income 2024: -$10,5002024Revenue 2025: $386,813Expenses 2025: $343,661Net Income 2025: $43,1522025

Highlighted filing

2018

Revenue$233,909
Expenses$206,188
Net Income$27,721
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 9, 2018
Return Version
2017v2.3
Gross Receipts
$233,909
Mission and Program Overview

Mission

A trust fund that supports a program for training and education of apprentice electricians, journey level worker electricians, and all other electrician classifications in the area covered by the collective bargaining agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$119,652$146,031▲ $26,379
Land, Buildings, and Equipment, Net$6,313$7,655▲ $1,342
Total Assets$125,965$153,686▲ $27,721
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$125,965$153,686▲ $27,721
Total Net Assets Fund Balance$125,965$153,686▲ $27,721
Total Liabilities and Net Assets / Fund Balance$125,965$153,686▲ $27,721

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,655$10,757$18,412
Compensation and Service Providers

Board Members and Trustees

NameTitle
John GerlachChairman
Eric FanettiTrustee
Erich RathkeTrustee
Joe SimonTrustee
John WalshTrustee
Kevin BlahaTrustee
Mark LauerTrustee
Tim PadeskyTrustee
Scott BruhnTrustee (jul
Lecia HansenTrustee (mar
Brian FrionSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$149,761
Program Service Revenue
$0
Investment Income
$1,300
Other Revenue
$82,848
Change in Net Assets
$27,721

Audited Revenue Reconciliation

Revenue per Audited Statements
$233,909
Total Revenue per Audited Statements
$233,909
Total Revenue per Form 990
$233,909
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$206,188
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$15,163$11,698-$26,861
Other Expenses$9,849$13,911-$9,849
Fees for Services Accounting-$3,723-$3,723
Fees for Services Legal-$2,269-$2,269
Depreciation Depletion-$1,446-$1,446
Total Functional Expenses$173,141$33,047$0$206,188

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$206,188
Total Expenses per Audited Statements$206,188
Total Expenses per Form 990$206,188
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Each participant of the organization is considered a member.

Form 990, Page 6, Part VI, Line 7A

The members of the governing body (jatt) are appointed by the sponsoring organizations (wisconsin chapter of neca for the employer representatives and ibew local 14 for the employee representatives). None of the jatt members have the authority, in and of themselves, to appoint members to the jatt.

Form 990, Page 6, Part VI, Line 7B

The decisions of the governing body (jatt) are reserved strictly to the members of the body. No other individuals are authorized to make decisions on the body's behalf. The jatt coordinator and staff members of ibew local 14 carry out those decisions, but none other than the jatt members are authorized to make those decisions.

Form 990, Page 6, Part VI, Line 11B

The prepared form 990 is reviewed by the organization's management and approved by the organization's board of trustees before the return is filed with the irs.

Form 990, Page 6, Part VI, Line 12C

Annually, the organization's trustees are required to sign an acceptance of trusteeship that includes the disclosure of possible conflicts of interest. The signed agreements are kept on file at the organization's administrative office and are reviewable by the board of trustees as necessary. Any trustee determined to have a conflict of interest is prohibited from participating in the board of trustee's deliberations and decisions on the action/transaction.

Form 990, Page 6, Part VI, Line 19

Any individual or entity wishing to view the organization's governing documents, conflict-of-interest policy, or financial statements must contact the organization's management. The organization's management will then decide which documents will be made available.

Filing and Contact Details

Filer

Filer Name
Western Wisconsin Ibewneca Joint
EIN
39-1084542
Phone
7158784068
Address
9480 US HWY 53, FALL CREEK, WI 54742-9728

Signing Officer

Name
John Gerlach
Title
Chairman
Phone
7158784068
Signed
2018-11-09

Organization Details

Principal Officer
John Gerlach
Legal Domicile
Wi
Voting Board Members
10
Independent Board Members
9
Employees
0

Preparer

Firm
Bauman Associates Ltd
Address
PO BOX 1225, EAU CLAIRE, WI 54702-1225
Preparer
Nathan Kalepp CPA
Phone
7158342001
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

A trust fund that supports a program for training and education of apprentice electricians, journey level worker electricians, and all other electrician classifications in the area covered by the collective bargaining agreement.

Form 990, Part IX, Line 24E

Testing 9,669 0 0 conference & convention 0 9,531 0 vdv expenses 3,600 0 0 insurance 0 2,112 0 training supplies 1,354 0 0 interveiw expense 540 0 0 trustee meeting expense 0 37 0 miscellaneous 0 18 0 total 15,163 11,698 0

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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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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0762
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0499
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0510
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0906
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt03977
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt082848
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt082848
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01300
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0762
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0499
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0510
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0906
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03977
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0600
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0600
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99400
IRS990ScheduleA/PublicSupportPY509Pct00.99360
IRS990ScheduleA/PublicSupportTotal509Amt0760932
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0232609
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0195166
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0181311
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069272
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt082574
IRS990ScheduleA/Total509Grp/TotalAmt0760932
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0233909
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0196528
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0181810
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt069782
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt083480
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0765509
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt07655
IRS990ScheduleD/EquipmentGrp/DepreciationAmt010757
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt018412
IRS990ScheduleD/ExpensesSubtotalAmt0206188
IRS990ScheduleD/RevenueSubtotalAmt0233909
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07655
IRS990ScheduleD/TotalExpensesPerForm990Amt0206188
IRS990ScheduleD/TotalRevenuePerForm990Amt0233909
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0233909
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0206188
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A TRUST FUND THAT SUPPORTS A PROGRAM FOR TRAINING AND EDUCATION OF APPRENTICE ELECTRICIANS, JOURNEY LEVEL WORKER ELECTRICIANS, AND ALL OTHER ELECTRICIAN CLASSIFICATIONS IN THE AREA COVERED BY THE COLLECTIVE BARGAINING AGREEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH PARTICIPANT OF THE ORGANIZATION IS CONSIDERED A MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS OF THE GOVERNING BODY (JATT) ARE APPOINTED BY THE SPONSORING ORGANIZATIONS (WISCONSIN CHAPTER OF NECA FOR THE EMPLOYER REPRESENTATIVES AND IBEW LOCAL 14 FOR THE EMPLOYEE REPRESENTATIVES). NONE OF THE JATT MEMBERS HAVE THE AUTHORITY, IN AND OF THEMSELVES, TO APPOINT MEMBERS TO THE JATT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE DECISIONS OF THE GOVERNING BODY (JATT) ARE RESERVED STRICTLY TO THE MEMBERS OF THE BODY. NO OTHER INDIVIDUALS ARE AUTHORIZED TO MAKE DECISIONS ON THE BODY'S BEHALF. THE JATT COORDINATOR AND STAFF MEMBERS OF IBEW LOCAL 14 CARRY OUT THOSE DECISIONS, BUT NONE OTHER THAN THE JATT MEMBERS ARE AUTHORIZED TO MAKE THOSE DECISIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PREPARED FORM 990 IS REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND APPROVED BY THE ORGANIZATION'S BOARD OF TRUSTEES BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANNUALLY, THE ORGANIZATION'S TRUSTEES ARE REQUIRED TO SIGN AN ACCEPTANCE OF TRUSTEESHIP THAT INCLUDES THE DISCLOSURE OF POSSIBLE CONFLICTS OF INTEREST. THE SIGNED AGREEMENTS ARE KEPT ON FILE AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE AND ARE REVIEWABLE BY THE BOARD OF TRUSTEES AS NECESSARY. ANY TRUSTEE DETERMINED TO HAVE A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN THE BOARD OF TRUSTEE'S DELIBERATIONS AND DECISIONS ON THE ACTION/TRANSACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ANY INDIVIDUAL OR ENTITY WISHING TO VIEW THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY, OR FINANCIAL STATEMENTS MUST CONTACT THE ORGANIZATION'S MANAGEMENT. THE ORGANIZATION'S MANAGEMENT WILL THEN DECIDE WHICH DOCUMENTS WILL BE MADE AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TESTING 9,669 0 0 CONFERENCE & CONVENTION 0 9,531 0 VDV EXPENSES 3,600 0 0 INSURANCE 0 2,112 0 TRAINING SUPPLIES 1,354 0 0 INTERVEIW EXPENSE 540 0 0 TRUSTEE MEETING EXPENSE 0 37 0 MISCELLANEOUS 0 18 0 TOTAL 15,163 11,698 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0125965
IRS990/TotalAssetsEOYAmt0153686
IRS990/TotalAssetsGrp/BOYAmt0125965
IRS990/TotalAssetsGrp/EOYAmt0153686
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0149761
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt033047
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0173141
IRS990/TotalFunctionalExpensesGrp/TotalAmt0206188
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0125965
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0153686
IRS990/TotalProgramServiceExpensesAmt0173141
IRS990/TotalRevenueGrp/ExclusionAmt01300
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt082848
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0233909
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0125965
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0153686
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0125965
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0153686
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09480 HIGHWAY 53
IRS990/USAddress/CityNm0FALL CREEK
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054742
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN GERLACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07158784068
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTERN WISCONSIN IBEWNECA JOINT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0APPRENTICESHIP&TRAINING TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0391084542
ReturnHeader/Filer/PhoneNum07158784068
ReturnHeader/Filer/USAddress/AddressLine1Txt09480 US HWY 53
ReturnHeader/Filer/USAddress/CityNm0FALL CREEK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0547429728
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId052259EF83E1E147943854FAA62068283FFEF57E7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05C294CB4CB3352798A02D60BFAB39C73202FFA10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.20.32.50
ReturnHeader/FilingSecurityInformation/IPDt02018-11-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:10:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391277627
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAUMAN ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAU CLAIRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0547021225
ReturnHeader/PreparerPersonGrp/PhoneNum07158342001
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATHAN KALEPP CPA
ReturnHeader/ReturnTs02018-11-12T15:10:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.35$0.00$3.35$3.87$3.44$0.43
2024Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$3.14$3.24$0.11
2023Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$3.03$2.61$0.42
2022Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$2.47$2.13$0.35
2021Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$2.28$1.86$0.43
2020Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$2.46$2.23$0.23
2019Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$2.64$2.58$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$2.34$2.06$0.28
2017Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$1.97$1.72$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$1.82$1.74$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.70$1.11$0.41
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.83$1.19$0.35
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.69$0.00$1.69$1.16$0.86$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.00$1.38$0.98$0.90$0.09
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.30$0.00$1.30$1.08$0.84$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$1.17$0.85$0.32
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • <$500k nonprofits