Civic Intelligence

Sheet Metal Workers Local 18 El & W Local Training Fund

990 • Fiscal year 2014 • EIN 39-1232364

Jun 01, 2013 to May 31, 2014 • Filed on Feb 14, 2015

Organization ProfileN/A

View Organization Page

650 Tower DriveWaukesha, WI 54727

(715) 498-1615

Siviq Scores

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

Liabilities / Assets

67th percentile

0.17x

Higher debt load relative to assets than 67% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

88th percentile

0.83x

Higher debt load relative to revenue than 88% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

61st percentile

7.3%

Higher net margin than 61% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$331

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

81st percentile

23%

Faster asset growth than 81% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

23rd percentile

-10%

Faster revenue growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$545,327

Up $101,961 (+23%) from 2013

Net Assets

Up

$451,600

Up $8,234 (+1.9%) from 2013

Liabilities

Up

$93,727

Up $93,727 from 2013

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin61st percentile

Revenue

Down

$113,201

Down $13,000 (-10%) from 2013

Expenses

Up

$104,967

Up $30,900 (+42%) from 2013

Net Income

Down

$8,234

Down $43,900 (-84%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$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

Highlighted filing

2014

Assets$545,327
Liabilities$93,727
Net Assets$451,600
Open 2014 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income across loaded years, with this 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

Highlighted filing

2014

Revenue$113,201
Expenses$104,967
Net Income$8,234
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Feb 14, 2015
Return Version
2013v4.0
Gross Receipts
$113,201
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$323,330$305,268▼ $18,062
Land, Buildings, and Equipment, Net$8,383$215,100▲ $206,717
Cash and Non-Interest-Bearing Accounts$111,653$24,959▼ $86,694
Total Assets$443,366$545,327▲ $101,961
Liabilities
Mortgage Notes Payable Secured by Investment Property$0$90,552▲ $90,552
Other Liabilities$0$3,175▲ $3,175
Total Liabilities$0$93,727▲ $93,727
Net Assets / Fund Balance
Unrestricted Net Assets$443,366$451,600▲ $8,234
Total Net Assets Fund Balance$443,366$451,600▲ $8,234
Total Liabilities and Net Assets / Fund Balance$443,366$545,327▲ $101,961

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$179,297$2,525-
Equipment$35,803$21,979-
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleBaseTotal
Mike BantTrustee$331$331

Board Members and Trustees

NameTitle
Roger JacksonTreasurer/trustee
Craig WagnerTrustee
John SwensonTrustee - Employer
Russ RyanTrustee - Employer
Tony WelkeTrustee - Employer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$108,106
Investment Income
$2,264
Other Revenue
$2,831
Change in Net Assets
$8,234
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$90,940
Salaries, Compensation, and Employee Benefits$14,027
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$11,955-$11,955
Travel$9,189--$9,189
All Other Expenses$5,226$2,479-$7,705
Insurance-$6,390-$6,390
Depreciation Depletion-$6,144-$6,144
Fees for Services Accounting-$4,923-$4,923
Other Expenses$4,346$6,523-$4,346
Occupancy-$3,475-$3,475
Office Expenses-$1,745-$1,745
Interest-$1,685-$1,685
Payroll Taxes-$1,268-$1,268
Current Officers, Directors, Trustees, and Key Employees-$804-$804
Conferences and Meetings$792--$792
Fees for Services Legal-$452-$452
Total Functional Expenses$57,124$47,843$0$104,967
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Current Maturities of Long-term Liabilities$3,175
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
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 6

“There are roughly 350 members of the organization.”

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the tresurer/trustee, roger jackson, and then filed. Roger then presents the form 990 to the rest of the trustees after it has been filed.”

Form 990, Part VI, Section C, Line 19

“Are made available upon request for docuements.”

Filing and Contact Details

Filer

EIN
39-1232364
Phone
7154981615

Signing Officer

Name
Roger Jackson
Title
Treasurer/trustee
Phone
7154981615
Signed
2015-02-14

Organization Details

Principal Officer
Roger Jackson
Formed
1984
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
7
Volunteers
0

Preparer

Preparer
Eric M Davidson CPA
Phone
7158342001
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The fund will recognize any accrued interest and penalties related to unrecognized benefits in income tax, if inccured. The fund's previous 3 tax years are open for examination by the internal revenue service.”

Raw XML Appendix379 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/AccountantCompileOrReviewInd01
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PURSUE EXCELLENCE IN ACADEMIC KNOWLEDGE AND SKILLS FOR EACH APPRENTICE UPON COMPLETION TO BE A SUCCESSFUL SHEET METAL JOURNEYMAN.
IRS990/AddressChangeInd0X
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02479
IRS990/AllOtherExpensesGrp/ProgramServicesAmt05226
IRS990/AllOtherExpensesGrp/TotalAmt07705
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10ROGER JACKSON
IRS990/BooksInCareOfDetail/PhoneNum07154981615
IRS990/BooksInCareOfDetail/USAddress/AddressLine10650 TOWER DRIVE
IRS990/BooksInCareOfDetail/USAddress/City0CADOTT
IRS990/BooksInCareOfDetail/USAddress/State0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCode054727
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0111653
IRS990/CashNonInterestBearingGrp/EOYAmt024959
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0804
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0804
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0792
IRS990/ConferencesMeetingsGrp/TotalAmt0792
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02264
IRS990/CYOtherExpensesAmt090940
IRS990/CYOtherRevenueAmt02831
IRS990/CYProgramServiceRevenueAmt0108106
IRS990/CYRevenuesLessExpensesAmt08234
IRS990/CYSalariesCompEmpBnftPaidAmt014027
IRS990/CYTotalExpensesAmt0104967
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0113201
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt06144
IRS990/DepreciationDepletionGrp/TotalAmt06144
IRS990/Desc0ASSISTED INDIVIDUALS IN TRAINING AND EDUCATION IN THE SHEET METAL TRADE AREA WITH COVERAGE EXTENDING TO 32 WISCONSIN COUNTIES.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt07
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt057124
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04923
IRS990/FeesForServicesAccountingGrp/TotalAmt04923
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0452
IRS990/FeesForServicesLegalGrp/TotalAmt0452
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0CRAIG WAGNER
IRS990/Form990PartVIISectionAGrp/PersonNm1MIKE BANT
IRS990/Form990PartVIISectionAGrp/PersonNm2TONY WELKE
IRS990/Form990PartVIISectionAGrp/PersonNm3RUSS RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN SWENSON
IRS990/Form990PartVIISectionAGrp/PersonNm5ROGER JACKSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1331
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/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE - EMPLOYER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE - EMPLOYER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE - EMPLOYER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER/TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0113201
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt06390
IRS990/InsuranceGrp/TotalAmt06390
IRS990/InterestGrp/ManagementAndGeneralAmt01685
IRS990/InterestGrp/TotalAmt01685
IRS990/InvestmentIncomeGrp/ExclusionAmt02264
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02264
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt024504
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08383
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0215100
IRS990/LandBldgEquipCostOrOtherBssAmt0239604
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingOtherInd0X
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/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt090552
IRS990/NetAssetsOrFundBalancesBOYAmt0443366
IRS990/NetAssetsOrFundBalancesEOYAmt0451600
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt03475
IRS990/OccupancyGrp/TotalAmt03475
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01745
IRS990/OfficeExpensesGrp/TotalAmt01745
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INSTRUCTOR TRAINING & F
IRS990/OtherExpensesGrp/Desc1APPRENTICE DAYSCHOOL TU
IRS990/OtherExpensesGrp/Desc2OUTSIDE CONTRACT SERVIC
IRS990/OtherExpensesGrp/Desc3NIGHT SCHOOL REIMBURSEM
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06523
IRS990/OtherExpensesGrp/ProgramServicesAmt019423
IRS990/OtherExpensesGrp/ProgramServicesAmt118148
IRS990/OtherExpensesGrp/ProgramServicesAmt24346
IRS990/OtherExpensesGrp/TotalAmt019423
IRS990/OtherExpensesGrp/TotalAmt118148
IRS990/OtherExpensesGrp/TotalAmt26523
IRS990/OtherExpensesGrp/TotalAmt34346
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt03175
IRS990/OtherOrganizationDsc0UNION TRAINING FUND
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE - RELATE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02831
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02831
IRS990/OtherRevenueTotalAmt02831
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011955
IRS990/OtherSalariesAndWagesGrp/TotalAmt011955
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01268
IRS990/PayrollTaxesGrp/TotalAmt01268
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROGER JACKSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0TRAINING FUND DEPOSITS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0108106
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0108106
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02048
IRS990/PYOtherExpensesAmt074067
IRS990/PYOtherRevenueAmt0450
IRS990/PYProgramServiceRevenueAmt0123703
IRS990/PYRevenuesLessExpensesAmt052134
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt074067
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0126201
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt08234
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0110937
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0323330
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0305268
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0108106
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0123703
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0101054
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0106589
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt099010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0538462
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02264
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02048
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01893
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03914
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt06462
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt016581
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02264
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02048
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01893
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03914
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt06462
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt016581
IRS990ScheduleA/InvestmentIncomeCYPct00.02900
IRS990ScheduleA/InvestmentIncomePYPct00.04040
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02831
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt0450
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt09727
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0999
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02529
IRS990ScheduleA/OtherIncome509Grp/TotalAmt016536
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94210
IRS990ScheduleA/PublicSupportPY509Pct00.93490
IRS990ScheduleA/PublicSupportTotal509Amt0538462
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0108106
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0123703
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0101054
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0106589
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt099010
IRS990ScheduleA/Total509Grp/TotalAmt0538462
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0113201
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0126201
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0112674
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0111502
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0108001
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0571579
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0179297
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02525
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0181822
IRS990ScheduleD/EquipmentGrp/BookValueAmt035803
IRS990ScheduleD/EquipmentGrp/DepreciationAmt021979
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt057782
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03175
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CURRENT MATURITIES OF LONG-TERM LIABILITIES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND WILL RECOGNIZE ANY ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED BENEFITS IN INCOME TAX, IF INCCURED. THE FUND'S PREVIOUS 3 TAX YEARS ARE OPEN FOR EXAMINATION BY THE INTERNAL REVENUE SERVICE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0215100
IRS990ScheduleD/TotalLiabilityAmt03175
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE ROUGHLY 350 MEMBERS OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY THE TRESURER/TRUSTEE, ROGER JACKSON, AND THEN FILED. ROGER THEN PRESENTS THE FORM 990 TO THE REST OF THE TRUSTEES AFTER IT HAS BEEN FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ARE MADE AVAILABLE UPON REQUEST FOR DOCUEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0443366
IRS990/TotalAssetsEOYAmt0545327
IRS990/TotalAssetsGrp/BOYAmt0443366
IRS990/TotalAssetsGrp/EOYAmt0545327
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt047843
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt057124
IRS990/TotalFunctionalExpensesGrp/TotalAmt0104967
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt093727
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt093727
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0443366
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0451600
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt057124
IRS990/TotalProgramServiceRevenueAmt0108106
IRS990/TotalReportableCompFromOrgAmt0331
IRS990/TotalRevenueGrp/ExclusionAmt02264
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0110937
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0113201
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0443366
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0545327
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt09189
IRS990/TravelGrp/TotalAmt09189
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0443366
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0451600
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10650 TOWER DRIVE
IRS990/USAddress/City0CADOTT
IRS990/USAddress/State0WI
IRS990/USAddress/ZIPCode054727
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER JACKSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07154981615
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10SHEET METAL WORKERS LOCAL 18 EL & W
ReturnHeader/Filer/BusinessName/BusinessNameLine20LOCAL TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHEE
ReturnHeader/Filer/EIN0391232364
ReturnHeader/Filer/PhoneNum07154981615
ReturnHeader/Filer/USAddress/AddressLine10650 TOWER DRIVE
ReturnHeader/Filer/USAddress/City0CADOTT
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode054727
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391277627
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BAUMAN ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 1225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0EAU CLAIRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0547021225
ReturnHeader/PreparerPersonGrp/PhoneNum07158342001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC M DAVIDSON CPA
ReturnHeader/ReturnTs02015-02-16T16:56:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$545,327
Liabilities
$93,727
Net assets
$451,600
Revenue
$113,201
Expenses
$104,967
Net income
$8,234
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
2014Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $500k-$1M nonprofits