Civic Intelligence

Sheet Metal Workers Local 18 El & W Local Training Fund

990 • Fiscal year 2017 • EIN 39-1232364

Jun 01, 2016 to May 31, 2017 • Filed on Jul 07, 2017

Organization ProfileN/A

View Organization Page

650 Tower DriveCadott, 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

0.14x

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

84th percentile

0.45x

Higher debt load relative to revenue than 84% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

71st percentile

20%

Faster revenue growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$591,624

Up $63,323 (+12%) from 2016

Net Assets

Up

$507,716

Up $66,779 (+15%) from 2016

Liabilities

Down

$83,908

Down $3,456 (-4.0%) from 2016

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin87th percentile

Revenue

Up

$186,604

Up $31,441 (+20%) from 2016

Expenses

Down

$119,825

Down $51,117 (-30%) from 2016

Net Income

Up

$66,779

Up $82,558 (+523%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2017

Assets$591,624
Liabilities$83,908
Net Assets$507,716
Open 2017 Filing

Operations Trend

Revenue Growth71st 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

2017

Revenue$186,604
Expenses$119,825
Net Income$66,779
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2016 to May 31, 2017
Signed
Jul 7, 2017
Return Version
2016v3.0
Gross Receipts
$186,604
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
Land, Buildings, and Equipment, Net$366,871$341,189▼ $25,682
Savings and Temporary Cash Investments$158,814$168,530▲ $9,716
Cash and Non-Interest-Bearing Accounts$2,616$81,905▲ $79,289
Total Assets$528,301$591,624▲ $63,323
Liabilities
Mortgage Notes Payable Secured by Investment Property$87,364$83,908▼ $3,456
Total Liabilities$87,364$83,908▼ $3,456
Net Assets / Fund Balance
Unrestricted Net Assets$440,937$507,716▲ $66,779
Total Net Assets Fund Balance$440,937$507,716▲ $66,779
Total Liabilities and Net Assets / Fund Balance$528,301$591,624▲ $63,323

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$227,247$27,833$255,080
Equipment$102,306$24,919$127,225
Other Land Buildings$11,636$37,405$49,041
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Rodney RothTrustee
John SwensonTrustee - Em
Russ RyanTrustee - Em
Tony WelkeTrustee - Em
Craig WagnerTrustee/trea
Roger JacksonTreasurer/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$176,657
Investment Income
$1,019
Other Revenue
$8,928
Change in Net Assets
$66,779
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$112,616
Salaries, Compensation, and Employee Benefits$7,209
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion-$25,682-$25,682
All Other Expenses$18,637--$18,637
Other Salaries and Wages-$7,209-$7,209
Other Expenses$15,227$7,127-$7,127
Insurance-$5,935-$5,935
Interest-$3,641-$3,641
Total Functional Expenses$54,984$64,841$0$119,825
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
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, Page 6, Part VI, Line 6

“Explanation: there are 580 members that pay dues to the organization.”

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

“Explanation: the form 990 is reviewed by the treasurer/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, Page 6, Part VI, Line 19

“Explanation: 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
650 TOWER DRIVE, CADOTT, WI 54727

Signing Officer

Name
Craig Wagner
Title
Trustee/treasurer
Phone
7154981615
Signed
2017-07-07

Organization Details

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

Preparer

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

Additional Explanations

Form 990, Part IX, Line 24E

“Training class consumable 4,710 0 0 instructor's fees 4,440 0 0 mileage 3,566 0 0 night school reimbursemen 2,694 0 0 meals/per diems 1,284 0 0 banquets and luncheons 1,203 0 0 lodging 438 0 0 miscellaneous 302 0 0 total 18,637 0 0”

Raw XML Appendix347 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPLANATION: THERE ARE 580 MEMBERS THAT PAY DUES TO THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPLANATION: THE FORM 990 IS REVIEWED BY THE TREASURER/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/ExplanationTxt2EXPLANATION: GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRAINING CLASS CONSUMABLE 4,710 0 0 INSTRUCTOR'S FEES 4,440 0 0 MILEAGE 3,566 0 0 NIGHT SCHOOL REIMBURSEMEN 2,694 0 0 MEALS/PER DIEMS 1,284 0 0 BANQUETS AND LUNCHEONS 1,203 0 0 LODGING 438 0 0 MISCELLANEOUS 302 0 0 TOTAL 18,637 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 24E
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0528301
IRS990/TotalAssetsEOYAmt0591624
IRS990/TotalAssetsGrp/BOYAmt0528301
IRS990/TotalAssetsGrp/EOYAmt0591624
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt064841
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt054984
IRS990/TotalFunctionalExpensesGrp/TotalAmt0119825
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt087364
IRS990/TotalLiabilitiesEOYAmt083908
IRS990/TotalLiabilitiesGrp/BOYAmt087364
IRS990/TotalLiabilitiesGrp/EOYAmt083908
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0440937
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0507716
IRS990/TotalProgramServiceExpensesAmt054984
IRS990/TotalProgramServiceRevenueAmt0176657
IRS990/TotalRevenueGrp/ExclusionAmt01019
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0185585
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0186604
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0528301
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0591624
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0440937
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0507716
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0650 TOWER DRIVE
IRS990/USAddress/CityNm0CADOTT
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054727
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG WAGNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07154981615
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-07-07
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/AddressLine1Txt0650 TOWER DRIVE
ReturnHeader/Filer/USAddress/CityNm0CADOTT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054727
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId037BC717E1966D0B902492C7DC6AC4510502E6028
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04C063B422B1BAAEE1649BDD669449643FBAE59BB
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/PreparationDt02017-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC M DAVIDSON CPA
ReturnHeader/ReturnTs02017-10-09T15:00:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-06-01
ReturnHeader/TaxPeriodEndDt02017-05-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$591,624
Liabilities
$83,908
Net assets
$507,716
Revenue
$186,604
Expenses
$119,825
Net income
$66,779
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
2017Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $500k-$1M nonprofits