Civic Intelligence

Iron Workers Local Union 8 Joint Apprntcshp&Adv Jrnymn Trng Tr Fd

990 • Fiscal year 2015 • EIN 39-1143963

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 09, 2016

Organization ProfileN/A

View Organization Page

12034 West Adler LaneMilwaukee, WI 53214

(414) 476-9372

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

22nd percentile

0.01x

Higher debt load relative to revenue than 22% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

66th percentile

9.2%

Higher net margin than 66% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

37th percentile

$15,709

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

66th percentile

5.9%

Faster asset growth than 66% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

42nd percentile

0.7%

Faster revenue growth than 42% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$1,347,574

Up $75,268 (+5.9%) from 2014

Net Assets

Up

$1,337,295

Up $73,616 (+5.8%) from 2014

Liabilities

Up

$10,279

Up $1,652 (+19%) from 2014

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin66th percentile

Revenue

Up

$798,183

Up $5,752 (+0.7%) from 2014

Expenses

Up

$724,567

Up $63,918 (+9.7%) from 2014

Net Income

Down

$73,616

Down $58,166 (-44%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$10M$5.0M$0Assets 2011: $1,089,271Liabilities 2011: $3,285Net Assets 2011: $1,085,9862011Assets 2012: $1,108,460Liabilities 2012: $14,864Net Assets 2012: $1,093,5962012Assets 2013: $1,138,784Liabilities 2013: $6,887Net Assets 2013: $1,131,8972013Assets 2014: $1,272,306Liabilities 2014: $8,627Net Assets 2014: $1,263,6792014Assets 2015: $1,347,574Liabilities 2015: $10,279Net Assets 2015: $1,337,2952015Assets 2016: $1,543,491Liabilities 2016: $10,084Net Assets 2016: $1,533,4072016Assets 2017: $2,189,847Liabilities 2017: $500,846Net Assets 2017: $1,689,0012017Assets 2018: $2,448,378Liabilities 2018: $483,993Net Assets 2018: $1,964,3852018Assets 2019: $2,711,108Liabilities 2019: $470,685Net Assets 2019: $2,240,4232019Assets 2020: $2,995,807Liabilities 2020: $446,580Net Assets 2020: $2,549,2272020Assets 2021: $2,422,861Liabilities 2021: $5,735Net Assets 2021: $2,417,1262021Assets 2022: $2,616,825Liabilities 2022: $5,482Net Assets 2022: $2,611,3432022Assets 2023: $4,979,999Liabilities 2023: $4,530Net Assets 2023: $4,975,4692023Assets 2024: $8,911,932Liabilities 2024: $3,491,806Net Assets 2024: $5,420,1262024

Highlighted filing

2015

Assets$1,347,574
Liabilities$10,279
Net Assets$1,337,295
Open 2015 Filing

Operations Trend

Revenue Growth42nd percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $581,899Expenses 2011: $616,338Net Income 2011: -$34,4392011Expenses 2012: $595,4432012Revenue 2013: $642,581Expenses 2013: $604,280Net Income 2013: $38,3012013Revenue 2014: $792,431Expenses 2014: $660,649Net Income 2014: $131,7822014Revenue 2015: $798,183Expenses 2015: $724,567Net Income 2015: $73,6162015Revenue 2016: $959,747Expenses 2016: $763,635Net Income 2016: $196,1122016Revenue 2017: $1,213,288Expenses 2017: $1,057,694Net Income 2017: $155,5942017Revenue 2018: $1,259,446Expenses 2018: $1,061,836Net Income 2018: $197,6102018Revenue 2019: $1,396,252Expenses 2019: $1,120,214Net Income 2019: $276,0382019Revenue 2020: $1,376,223Expenses 2020: $1,067,419Net Income 2020: $308,8042020Revenue 2021: $1,164,075Expenses 2021: $1,296,176Net Income 2021: -$132,1012021Revenue 2022: $1,448,530Expenses 2022: $1,254,313Net Income 2022: $194,2172022Revenue 2023: $3,962,524Expenses 2023: $1,598,398Net Income 2023: $2,364,1262023Revenue 2024: $2,759,243Expenses 2024: $2,315,551Net Income 2024: $443,6922024

Highlighted filing

2015

Revenue$798,183
Expenses$724,567
Net Income$73,616
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 9, 2016
Return Version
2015v2.1
Gross Receipts
$798,183
Mission and Program Overview

Mission

NONE

Training & retraining of apprentices & journeymen iron workers

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$741,510$869,631▲ $128,121
Land, Buildings, and Equipment, Net$489,076$450,902▼ $38,174
Cash and Non-Interest-Bearing Accounts$41,720$27,041▼ $14,679
Total Assets$1,272,306$1,347,574▲ $75,268
Liabilities
Accounts Payable and Accrued Expenses$5,187$6,839▲ $1,652
Grants Payable$3,440$3,440→ $0
Total Liabilities$8,627$10,279▲ $1,652
Net Assets / Fund Balance
Unrestricted Net Assets$1,263,679$1,337,295▲ $73,616
Total Net Assets Fund Balance$1,263,679$1,337,295▲ $73,616
Total Liabilities and Net Assets / Fund Balance$1,272,306$1,347,574▲ $75,268

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$331,791$486,405$818,196
Equipment$58,294$163,136$221,430
Land$52,600-$52,600
Other Land Buildings$8,217$13,131$21,348
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleBaseOtherTotal
Chad HooymanTrustee$9,279$6,430$15,709
Brad CyganekTrustee$3,736$2,464$6,200
Tony MayrhoferTrustee-secretary$240-$240
Brent GrensavitchTrustee$220-$220
Brian MccambridgeTrustee$220-$220
Charles Lomas JrTrustee-chairman$220-$220
Gary WegnerTrustee$200-$200
Larry AdornatoTrustee$200-$200
Bert SchmitzTrustee$180-$180
Richard RoundtreeTrustee$160-$160
Tim RomanTrustee$160-$160
Dale HackmanTrustee$120-$120
Revenue and Support

Revenue Composition

Contributions and Grants
$778,152
Program Service Revenue
$0
Investment Income
$303
Other Revenue
$19,728
Change in Net Assets
$73,616

Audited Revenue Reconciliation

Revenue per Audited Statements
$798,183
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$798,183
Total Revenue per Form 990
$798,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$369,474
Other Expenses$184,478
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$207,071--$207,071
Benefits to Members$170,615--$170,615
Other Employee Benefits-$80,434-$80,434
Pension Plan Contributions-$61,937-$61,937
Depreciation Depletion$50,221--$50,221
Office Expenses$31,517$7,063-$38,580
Payroll Taxes$16,872--$16,872
Insurance$6,405$7,179-$13,584
Fees for Services Accounting-$10,405-$10,405
All Other Expenses-$4,422-$4,422
Other Expenses$13,559$3,946-$3,946
Current Officers, Directors, Trustees, and Key Employees-$3,160-$3,160
Occupancy-$2,000-$2,000
Fees for Services Legal-$195-$195
Total Functional Expenses$496,260$228,307$0$724,567

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$724,567
Total Expenses per Audited Statements$724,567
Total Expenses per Form 990$724,567
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 7A

“The trustees are appointed by the president of local no. 8 of the international association of bridge, structural, ornamental and reinforcing iron workers and by the president of the allied construction and employers association.”

Form 990, Part VI, Section A, Line 8B

“The organization has no committee with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11

“The form 990 is given to the coordinator and bookkeeper to review and approve. The coordinator then presents the form 990 to the governing body at their subsequent meeting for approval.”

Form 990, Part VI, Section B, Line 15A

“The fund's coordinator is paid at the southern wisconsin foreman wage rate. The wage rates are approved annually by the members in the local union. The trustees approved paying the wage rate at 45 hours per week.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are on file at the fund's office and are available upon request.”

Filing and Contact Details

Filer

Filer Name
Iw Local 8 Joint Apprenticeship &
EIN
39-1143963
Phone
4144769372
Address
12034 WEST ADLER LANE, MILWAUKEE, WI 53214

Signing Officer

Name
Tony Mayrhofer
Title
Secretary
Phone
4144769372
Signed
2016-06-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Lomas Jr
Formed
1972
Legal Domicile
Wi
Voting Board Members
12
Independent Board Members
0
Employees
23
Volunteers
0

Preparer

Firm
Freyberg Hinkle Ashland Powers & Stowell
Address
15420 W CAPITOL DR, BROOKFIELD, WI 53005-2621
Preparer
Thomas M Powers CPA
Phone
2627846210
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 1

“The fund uses the modified cash basis of accounting. No change from prior year.”

FORM 990, PART XII, LINE 2C:

“The board of trustees assumes responsibility for oversight of the audit of the fund's financial statements and for the selection of an independent accountant. This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“U.s. Generally accepted accounting principles require management of an organization to evaluate tax positions taken by the organization and recognize a tax liability (or asset) if the organization has taken an uncertain tax position that more likely than not would not be sustained upon examination by the irs. There are currently no audits for any tax period in progress.”

Raw XML AppendixShowing 400 of 454 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/OtherExpensesGrp/ManagementAndGeneralAmt17566
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23946
IRS990/OtherExpensesGrp/ProgramServicesAmt013559
IRS990/OtherExpensesGrp/TotalAmt040000
IRS990/OtherExpensesGrp/TotalAmt113559
IRS990/OtherExpensesGrp/TotalAmt27566
IRS990/OtherExpensesGrp/TotalAmt33946
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/Desc1GRANT CONTRIBUTION
IRS990/OtherRevenueMiscGrp/Desc2SALES OF SCRAP METAL
IRS990/OtherRevenueMiscGrp/ExclusionAmt08993
IRS990/OtherRevenueMiscGrp/ExclusionAmt13532
IRS990/OtherRevenueMiscGrp/ExclusionAmt2853
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt08993
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13532
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt2853
IRS990/OtherRevenueTotalAmt013728
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0207071
IRS990/OtherSalariesAndWagesGrp/TotalAmt0207071
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt016872
IRS990/PayrollTaxesGrp/TotalAmt016872
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt061937
IRS990/PensionPlanContributionsGrp/TotalAmt061937
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHARLES LOMAS JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0132312
IRS990/PYContributionsGrantsAmt0770179
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0642
IRS990/PYOtherExpensesAmt0255046
IRS990/PYOtherRevenueAmt021610
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0131782
IRS990/PYSalariesCompEmpBnftPaidAmt0273291
IRS990/PYTotalExpensesAmt0660649
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0792431
IRS990/ReconcilationRevenueExpnssAmt073616
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt06000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0741510
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0869631
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0778152
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0770179
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0591273
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0594755
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0571334
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03305693
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0303
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0642
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0915
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01540
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02272
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05672
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0303
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0642
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0915
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01540
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02272
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05672
IRS990ScheduleA/InvestmentIncomeCYPct00.00170
IRS990ScheduleA/InvestmentIncomePYPct00.00410
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt019728
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt021610
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt010950
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt08298
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt09335
IRS990ScheduleA/OtherIncome509Grp/TotalAmt069921
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97760
IRS990ScheduleA/PublicSupportPY509Pct00.97770
IRS990ScheduleA/PublicSupportTotal509Amt03305693
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0778152
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0770179
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0591273
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0594755
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0571334
IRS990ScheduleA/Total509Grp/TotalAmt03305693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0798183
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0792431
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0603138
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0604593
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0582941
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03381286
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0331791
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0486405
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0818196
IRS990ScheduleD/EquipmentGrp/BookValueAmt058294
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0163136
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0221430
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0724567
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt052600
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt052600
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt08217
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt013131
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt021348
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0798183
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE MANAGEMENT OF AN ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0450902
IRS990ScheduleD/TotalExpensesPerForm990Amt0724567
IRS990ScheduleD/TotalRevenuePerForm990Amt0798183
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0798183
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0724567
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEES ARE APPOINTED BY THE PRESIDENT OF LOCAL NO. 8 OF THE INTERNATIONAL ASSOCIATION OF BRIDGE, STRUCTURAL, ORNAMENTAL AND REINFORCING IRON WORKERS AND BY THE PRESIDENT OF THE ALLIED CONSTRUCTION AND EMPLOYERS ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS GIVEN TO THE COORDINATOR AND BOOKKEEPER TO REVIEW AND APPROVE. THE COORDINATOR THEN PRESENTS THE FORM 990 TO THE GOVERNING BODY AT THEIR SUBSEQUENT MEETING FOR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FUND'S COORDINATOR IS PAID AT THE SOUTHERN WISCONSIN FOREMAN WAGE RATE. THE WAGE RATES ARE APPROVED ANNUALLY BY THE MEMBERS IN THE LOCAL UNION. THE TRUSTEES APPROVED PAYING THE WAGE RATE AT 45 HOURS PER WEEK.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE ON FILE AT THE FUND'S OFFICE AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FUND USES THE MODIFIED CASH BASIS OF ACCOUNTING. NO CHANGE FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FUND'S FINANCIAL STATEMENTS AND FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01272306
IRS990/TotalAssetsEOYAmt01347574
IRS990/TotalAssetsGrp/BOYAmt01272306
IRS990/TotalAssetsGrp/EOYAmt01347574
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0778152
IRS990/TotalEmployeeCnt023
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0228307
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0496260
IRS990/TotalFunctionalExpensesGrp/TotalAmt0724567
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt08627
IRS990/TotalLiabilitiesEOYAmt010279
IRS990/TotalLiabilitiesGrp/BOYAmt08627
IRS990/TotalLiabilitiesGrp/EOYAmt010279
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01263679

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,347,574
Liabilities
$10,279
Net assets
$1,337,295
Revenue
$798,183
Expenses
$724,567
Net income
$73,616
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.91$3.49$5.42$2.76$2.32$0.44
2023Detailed filing. Detailed filing data is available for this year.$4.98$0.00$4.98$3.96$1.60$2.36
2022Detailed filing. Detailed filing data is available for this year.$2.62$0.01$2.61$1.45$1.25$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.42$0.01$2.42$1.16$1.30$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.00$0.45$2.55$1.38$1.07$0.31
2019Summary only. Only limited summary data is available for this year.$2.71$0.47$2.24$1.40$1.12$0.28
2018Detailed filing. Detailed filing data is available for this year.$2.45$0.48$1.96$1.26$1.06$0.20
2017Detailed filing. Detailed filing data is available for this year.$2.19$0.50$1.69$1.21$1.06$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.54$0.01$1.53$0.96$0.76$0.20
2015Detailed filing. Detailed filing data is available for this year.$1.35$0.01$1.34$0.80$0.72$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.27$0.01$1.26$0.79$0.66$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.14$0.01$1.13$0.64$0.60$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.01$1.09$0.60
2011Summary only. Only limited summary data is available for this year.$1.09$0.00$1.09$0.58$0.62$0.03
Peer Organizations

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