Civic Intelligence

Sheet Metal Workers Local 18 El & W Local Training Fund

EIN 39-1232364 • 501(c)3 • Waukesha, WI

View Organization Page

Profile

To pursue excellence in academic knowledge and skills for each apprentice upon completion to be a successful sheet metal journeyman.

2201 Springdale RoadWaukesha, WI 53186

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

39th percentile

0.03x

Higher debt load relative to revenue than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

77th percentile

25%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

41st percentile

$1,818

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

78th percentile

19%

Faster asset growth than 78% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

60th percentile

14%

Faster revenue growth than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets38th percentile

Using 2023 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$894,168

Up $72,894 (+8.9%) from 2022

Liabilities

Down

$22,896

Down $3,463 (-13%) from 2022

Net Assets

Up

$871,272

Up $76,357 (+9.6%) from 2022

Operations
Liabilities / Revenue39th percentileNet Margin77th percentile

Revenue

Up

$568,855

Up $38,247 (+7.2%) from 2022

Expenses

Up

$492,498

Up $27,351 (+5.9%) from 2022

Net Income

Up

$76,357

Up $10,896 (+17%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth78th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $365,682Liabilities 2011: $0Net Assets 2011: $365,6822011Assets 2012: $391,232Liabilities 2012: $0Net Assets 2012: $391,2322012Assets 2013: $443,366Liabilities 2013: $0Net Assets 2013: $443,3662013Assets 2014: $545,327Liabilities 2014: $93,727Net Assets 2014: $451,6002014Assets 2015: $547,325Liabilities 2015: $90,609Net Assets 2015: $456,7162015Assets 2016: $528,301Liabilities 2016: $87,364Net Assets 2016: $440,9372016Assets 2017: $591,624Liabilities 2017: $83,908Net Assets 2017: $507,7162017Assets 2018: $648,120Liabilities 2018: $87,219Net Assets 2018: $560,9012018Assets 2019: $604,409Liabilities 2019: $14,012Net Assets 2019: $590,3972019Assets 2020: $748,671Liabilities 2020: $36,690Net Assets 2020: $711,9812020Assets 2021: $761,717Liabilities 2021: $32,263Net Assets 2021: $729,4542021Assets 2022: $821,274Liabilities 2022: $26,359Net Assets 2022: $794,9152022Assets 2023: $894,168Liabilities 2023: $22,896Net Assets 2023: $871,2722023

Latest loaded filing

2023

Assets$894,168
Liabilities$22,896
Net Assets$871,272
Open 2023 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $111,502Expenses 2011: $81,412Net Income 2011: $30,0902011Revenue 2012: $112,674Expenses 2012: $87,124Net Income 2012: $25,5502012Revenue 2013: $126,201Expenses 2013: $74,067Net Income 2013: $52,1342013Revenue 2014: $113,201Expenses 2014: $104,967Net Income 2014: $8,2342014Revenue 2015: $166,783Expenses 2015: $161,667Net Income 2015: $5,1162015Revenue 2016: $155,163Expenses 2016: $170,942Net Income 2016: -$15,7792016Revenue 2017: $186,604Expenses 2017: $119,825Net Income 2017: $66,7792017Revenue 2018: $209,444Expenses 2018: $156,259Net Income 2018: $53,1852018Revenue 2019: $245,614Expenses 2019: $216,118Net Income 2019: $29,4962019Revenue 2020: $441,127Expenses 2020: $319,543Net Income 2020: $121,5842020Revenue 2021: $451,683Expenses 2021: $434,210Net Income 2021: $17,4732021Revenue 2022: $530,608Expenses 2022: $465,147Net Income 2022: $65,4612022Revenue 2023: $568,855Expenses 2023: $492,498Net Income 2023: $76,3572023

Latest loaded filing

2023

Revenue$568,855
Expenses$492,498
Net Income$76,357
Open 2023 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.94$0.23$8.71$5.69$4.92$0.76
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.21$0.26$7.95$5.31$4.65$0.65
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.62$0.32$7.29$4.52$4.34$0.17
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.49$0.37$7.12$4.41$3.20$1.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.04$0.14$5.90$2.46$2.16$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.48$0.87$5.61$2.09$1.56$0.53
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.92$0.84$5.08$1.87$1.20$0.67
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.28$0.87$4.41$1.55$1.71$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.47$0.91$4.57$1.67$1.62$0.05
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.45$0.94$4.52$1.13$1.05$0.08
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$4.43$0.00$4.43$1.26$0.74$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.91$0.00$3.91$1.13$0.87$0.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.66$0.00$3.66$1.12$0.81$0.30
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Apr 14, 2023
Return Version
2021v4.2
Gross Receipts
$531,343
Mission and Program Overview

Mission

To pursue excellence in academic knowledge and skills for each apprentice upon completion to be a successful sheet metal journeyman.

To pursue excellence in knowledge and skills to be a successful sheet metal journeyman.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$311,846$387,901▲ $76,055
Land, Buildings, and Equipment, Net$290,677$266,388▼ $24,289
Accounts Receivable$76,159$83,012▲ $6,853
Savings and Temporary Cash Investments$79,758$80,057▲ $299
Prepaid Expenses and Deferred Charges$3,277$3,916▲ $639
Total Assets$761,717$821,274▲ $59,557
Liabilities
Accounts Payable and Accrued Expenses$32,263$26,359▼ $5,904
Total Liabilities$32,263$26,359▼ $5,904
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$729,454$794,915▲ $65,461
Total Net Assets Fund Balance$729,454$794,915▲ $65,461
Total Liabilities and Net Assets / Fund Balance$761,717$821,274▲ $59,557

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$177,709$77,371$255,080
Equipment$88,679$101,038$189,717
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleBaseTotal
Craig WagnerCo-chairman$1,591$1,591

Board Members and Trustees

NameTitle
Tony WelkeCo-chairman
Andy GoetzTrustee
Gail GerhardtTrustee
Kyle JochimsenTrustee
Lance StrandbergTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$513,515
Investment Income
$-334
Other Revenue
$17,427
Change in Net Assets
$65,461

Audited Revenue Reconciliation

Revenue per Audited Statements
$530,608
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$530,608
Total Revenue per Form 990
$530,608
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$252,967
Other Expenses$212,180
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$146,484--$146,484
Pension Plan Contributions$53,217--$53,217
Fees for Services Legal-$44,366-$44,366
Other Employee Benefits$39,304--$39,304
Depreciation Depletion-$23,554-$23,554
Payroll Taxes$13,962--$13,962
Fees for Services Accounting-$13,500-$13,500
Fees for Services Management-$9,804-$9,804
Occupancy-$7,364-$7,364
Insurance-$7,283-$7,283
Office Expenses-$6,216-$6,216
Other Expenses$24,034$3,011-$3,011
Fees for Services Other-$876-$876
All Other Expenses-$51-$51
Total Functional Expenses$303,584$161,563$0$465,147

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$465,147
Total Expenses per Audited Statements$465,147
Total Expenses per Form 990$465,147
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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 7A

“The labor trustees are appointed by the executive board of the international association of sheet metal, air, rail and transportation workers local 18. The management trustees are appointed by the board of directors of the mechanical contractors association of northwest wisconsin, inc.”

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

“The form 990 is reviewed by the chairman/trustee, craig wagner, and then filed.”

Form 990, Part VI, Section B, Line 12C

“Each director/trustee, principal officer and member of a committee with trustee-delegated powers is to annually sign a statement regarding compliance with the conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“Governing documents are made available upon request”

Filing and Contact Details

Filer

Filer Name
Sheet Metal Workers Local 18
EIN
39-1232364
Phone
7154981615
Address
2201 SPRINGDALE ROAD, WAUKESHA, WI 53186

Signing Officer

Name
Craig Wagner
Title
Co-chairman
Phone
7154981615
Signed
2023-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Craig Wagner
Formed
1984
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
5
Employees
5
Volunteers
5

Preparer

Firm
Sikich Llp
Address
17335 GOLF PARKWAY SUITE 500, BROOKFIELD, WI 53045
Preparer
Bridgette Mugge
Phone
2627549400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service ("irs") has ruled that the fund qualifies under section 501(c)(3) of the internal revenue code and is, therefore, not subject to tax under present income tax laws. U.s. Gaap requires plan management to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if the fund has taken an uncertain tax position that more likely than not would not be sustained upon examination by the irs. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix395 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt032263
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt026359
IRS990/AccountsReceivableGrp/BOYAmt076159
IRS990/AccountsReceivableGrp/EOYAmt083012
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PURSUE EXCELLENCE IN KNOWLEDGE AND SKILLS TO BE A SUCCESSFUL SHEET METAL JOURNEYMAN.
IRS990/AddressChangeInd0X
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt051
IRS990/AllOtherExpensesGrp/TotalAmt051
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BOARD OF TRUSTEE
IRS990/BooksInCareOfDetail/PhoneNum02627981838
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02201 SPRINGDALE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0WAUKESHA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053186
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0311846
IRS990/CashNonInterestBearingGrp/EOYAmt0387901
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-334
IRS990/CYOtherExpensesAmt0212180
IRS990/CYOtherRevenueAmt017427
IRS990/CYProgramServiceRevenueAmt0513515
IRS990/CYRevenuesLessExpensesAmt065461
IRS990/CYSalariesCompEmpBnftPaidAmt0252967
IRS990/CYTotalExpensesAmt0465147
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0530608
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt023554
IRS990/DepreciationDepletionGrp/TotalAmt023554
IRS990/Desc0PROVIDING MEMBERS WITH EDUCATIONAL AND TRAINING PROGRAMS IN THE SHEET METAL TRADE OR CRAFT AND RELATED OCCUPATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0303584
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt013500
IRS990/FeesForServicesAccountingGrp/TotalAmt013500
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt044366
IRS990/FeesForServicesLegalGrp/TotalAmt044366
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt09804
IRS990/FeesForServicesManagementGrp/TotalAmt09804
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0876
IRS990/FeesForServicesOtherGrp/TotalAmt0876
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0CRAIG WAGNER
IRS990/Form990PartVIISectionAGrp/PersonNm1TONY WELKE
IRS990/Form990PartVIISectionAGrp/PersonNm2GAIL GERHARDT
IRS990/Form990PartVIISectionAGrp/PersonNm3LANCE STRANDBERG
IRS990/Form990PartVIISectionAGrp/PersonNm4KYLE JOCHIMSEN
IRS990/Form990PartVIISectionAGrp/PersonNm5ANDY GOETZ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt01591
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-735
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0531343
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt07283
IRS990/InsuranceGrp/TotalAmt07283
IRS990/InvestmentIncomeGrp/ExclusionAmt0401
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0401
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0178409
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0290677
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0266388
IRS990/LandBldgEquipCostOrOtherBssAmt0444797
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0735
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PURSUE EXCELLENCE IN ACADEMIC KNOWLEDGE AND SKILLS FOR EACH APPRENTICE UPON COMPLETION TO BE A SUCCESSFUL SHEET METAL JOURNEYMAN.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0729454
IRS990/NetAssetsOrFundBalancesEOYAmt0794915
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-735
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-735
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0729454
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0794915
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt07364
IRS990/OccupancyGrp/TotalAmt07364
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06216
IRS990/OfficeExpensesGrp/TotalAmt06216
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt039304
IRS990/OtherEmployeeBenefitsGrp/TotalAmt039304
IRS990/OtherExpensesGrp/Desc0EQUIPMENT AND SUPPLIES
IRS990/OtherExpensesGrp/Desc1APPRENTICE EDUCATION
IRS990/OtherExpensesGrp/Desc2INSTRUCTOR'S TRAINING
IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt045538
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13011
IRS990/OtherExpensesGrp/ProgramServicesAmt026583
IRS990/OtherExpensesGrp/ProgramServicesAmt124034
IRS990/OtherExpensesGrp/TotalAmt045538
IRS990/OtherExpensesGrp/TotalAmt126583
IRS990/OtherExpensesGrp/TotalAmt224034
IRS990/OtherExpensesGrp/TotalAmt33011
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt017427
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt017427
IRS990/OtherRevenueTotalAmt017427
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0146484
IRS990/OtherSalariesAndWagesGrp/TotalAmt0146484
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt013962
IRS990/PayrollTaxesGrp/TotalAmt013962
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt053217
IRS990/PensionPlanContributionsGrp/TotalAmt053217
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03277
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03916
IRS990/PrincipalOfficerNm0CRAIG WAGNER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611519
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0495215
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt118300
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0495215
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt118300
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0657
IRS990/PYOtherExpensesAmt0194643
IRS990/PYOtherRevenueAmt05333
IRS990/PYProgramServiceRevenueAmt0445693
IRS990/PYRevenuesLessExpensesAmt017473
IRS990/PYSalariesCompEmpBnftPaidAmt0239567
IRS990/PYTotalExpensesAmt0434210
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0451683
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt065461
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0530942
IRS990/SavingsAndTempCashInvstGrp/BOYAmt079758
IRS990/SavingsAndTempCashInvstGrp/EOYAmt080057
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0177709
IRS990ScheduleD/BuildingsGrp/DepreciationAmt077371
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0255080
IRS990ScheduleD/EquipmentGrp/BookValueAmt088679
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0101038
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0189717
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0465147
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0530608
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE ("IRS") HAS RULED THAT THE FUND QUALIFIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0266388
IRS990ScheduleD/TotalExpensesPerForm990Amt0465147
IRS990ScheduleD/TotalRevenuePerForm990Amt0530608
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0530608
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0465147
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE FUND HAS PROVIDED ITS NONDISCRIMINATION POLICY DURING REGISTRATION. THE POLICY IS ALSO PUBLISHED IN LOCAL NEWSPAPERS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE LABOR TRUSTEES ARE APPOINTED BY THE EXECUTIVE BOARD OF THE INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS LOCAL 18. THE MANAGEMENT TRUSTEES ARE APPOINTED BY THE BOARD OF DIRECTORS OF THE MECHANICAL CONTRACTORS ASSOCIATION OF NORTHWEST WISCONSIN, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE CHAIRMAN/TRUSTEE, CRAIG WAGNER, AND THEN FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH DIRECTOR/TRUSTEE, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH TRUSTEE-DELEGATED POWERS IS TO ANNUALLY SIGN A STATEMENT REGARDING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 18 EL & W LOCAL TRAINING FUND
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0650 TOWER DRIVE LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt0203324
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0HOLDING TITLE AND OPERATING THE TRAINING FACILITY FOR THE FUND
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt02201 SPRINGDALE RD
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0WAUKESHA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd053186
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0761717
IRS990/TotalAssetsEOYAmt0821274
IRS990/TotalAssetsGrp/BOYAmt0761717
IRS990/TotalAssetsGrp/EOYAmt0821274
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0161563
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0303584
IRS990/TotalFunctionalExpensesGrp/TotalAmt0465147
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt032263
IRS990/TotalLiabilitiesEOYAmt026359
IRS990/TotalLiabilitiesGrp/BOYAmt032263
IRS990/TotalLiabilitiesGrp/EOYAmt026359
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0729454
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0794915
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0303584
IRS990/TotalProgramServiceRevenueAmt0513515
IRS990/TotalReportableCompFromOrgAmt01591
IRS990/TotalRevenueGrp/ExclusionAmt0-334
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0530942
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0530608
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0761717
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0821274
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02201 SPRINGDALE ROAD
IRS990/USAddress/CityNm0WAUKESHA
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053186
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG WAGNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum07154981615
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEET METAL WORKERS LOCAL 18
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EL & W LOCAL TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0391232364
ReturnHeader/Filer/PhoneNum07154981615
ReturnHeader/Filer/USAddress/AddressLine1Txt02201 SPRINGDALE ROAD
ReturnHeader/Filer/USAddress/CityNm0WAUKESHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053186
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363168081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIKICH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017335 GOLF PARKWAY SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053045
ReturnHeader/PreparerPersonGrp/PhoneNum02627549400
ReturnHeader/PreparerPersonGrp/PreparationDt02023-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRIDGETTE MUGGE
ReturnHeader/ReturnTs02023-04-14T13:29:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CRAIG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WAGNER
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

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