Civic Intelligence

Banta Maintenance Department Employees Union

EIN 39-1253432 • 501(c)5 • Appleton, WI

Profile

Member representation & benefits

1809 W Cloverdale DriveAppleton, WI 54914

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

60th percentile

0.00x

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

501(c)5 • <$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-218%

Higher net margin than 2% of similar nonprofits.

501(c)5 • <$500k nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)5 • <$500k nonprofits • Source year 2024

Asset Growth

5th percentile

-100%

Faster asset growth than 5% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

180%

Faster revenue growth than 99% of similar nonprofits.

501(c)5 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $133,382 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

$0

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue60th percentileNet Margin2nd percentile

Revenue

Up

$61,264

Up $39,413 (+180%) from 2023

Expenses

Up

$194,646

Up $180,475 (+1274%) from 2023

Net Income

Down

-$133,382

Down $141,062 (-1837%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth5th percentile

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

$150K$100K$50K$0Assets 2010: $57,000Net Assets 2010: $57,0002010Assets 2011: $52,374Liabilities 2011: $02011Assets 2012: $60,416Net Assets 2012: $60,4162012Assets 2013: $73,644Liabilities 2013: $0Net Assets 2013: $73,6442013Assets 2014: $77,847Liabilities 2014: $0Net Assets 2014: $77,8472014Assets 2015: $83,579Liabilities 2015: $0Net Assets 2015: $83,5792015Assets 2016: $92,699Liabilities 2016: $0Net Assets 2016: $92,6992016Assets 2017: $87,078Liabilities 2017: $0Net Assets 2017: $87,0782017Assets 2018: $89,168Liabilities 2018: $0Net Assets 2018: $89,1682018Assets 2019: $93,767Liabilities 2019: $0Net Assets 2019: $93,7672019Assets 2020: $98,757Liabilities 2020: $0Net Assets 2020: $98,7572020Assets 2021: $111,463Liabilities 2021: $0Net Assets 2021: $111,4632021Assets 2022: $125,702Liabilities 2022: $0Net Assets 2022: $125,7022022Assets 2023: $133,382Liabilities 2023: $02023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$200K$100K$0-$100K-$200KRevenue 2010: $12,977Expenses 2010: $9,102Net Income 2010: $3,8752010Revenue 2011: $12,036Expenses 2011: $16,662Net Income 2011: -$4,6262011Revenue 2012: $14,223Expenses 2012: $6,181Net Income 2012: $8,0422012Revenue 2013: $20,895Expenses 2013: $7,667Net Income 2013: $13,2282013Revenue 2014: $24,369Expenses 2014: $20,166Net Income 2014: $4,2032014Revenue 2015: $13,985Expenses 2015: $8,253Net Income 2015: $5,7322015Revenue 2016: $15,566Expenses 2016: $6,446Net Income 2016: $9,1202016Revenue 2017: $14,710Expenses 2017: $20,331Net Income 2017: -$5,6212017Revenue 2018: $14,087Expenses 2018: $11,997Net Income 2018: $2,0902018Revenue 2019: $12,530Expenses 2019: $7,931Net Income 2019: $4,5992019Revenue 2020: $11,047Expenses 2020: $6,057Net Income 2020: $4,9902020Revenue 2021: $16,896Expenses 2021: $4,190Net Income 2021: $12,7062021Revenue 2022: $22,573Expenses 2022: $8,334Net Income 2022: $14,2392022Revenue 2023: $21,851Expenses 2023: $14,171Net Income 2023: $7,6802023Revenue 2024: $61,264Expenses 2024: $194,646Net Income 2024: -$133,3822024

Highlighted filing

2024

Revenue$61,264
Expenses$194,646
Net Income-$133,382
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$61,264
Expenses
$194,646
Net income
-$133,382
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.61$1.95$1.33
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.00$0.22$0.14$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.23$0.08$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.17$0.04$0.13
2020Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.99$0.00$0.99$0.11$0.06$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.13$0.08$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.14$0.12$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.15$0.20$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.93$0.00$0.93$0.16$0.06$0.09
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.14$0.08$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.24$0.20$0.04
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.74$0.00$0.74$0.21$0.08$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.60$0.14$0.06$0.08
2011Summary only. Only limited summary data is available for this year.$0.52$0.00$0.12$0.17$0.05
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.57$0.57$0.13$0.09$0.04
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
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 5, 2023
Return Version
2022v5.0
Gross Receipts
$34,888
Mission and Program Overview

Mission

Member Representation/Benefits

Member representation & benefits

Program Services

DescriptionGrantsExpenses
MEMBER REPRESENTATION-$8,334
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MITCH KINNARDVice President-$0--
DERRICK SOMMERFIELDPresident-$0--
ALLEN KLOEHNTreasurer-$0--
NATHAN PAPPENFUSSSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Banta Maintenance Dept Employee Union
EIN
39-1253432
Address
1809 W CLOVERDALE DRIVE, APPLETON, WI 54914

Signing Officer

Name
Allen Kloehn
Title
Treasurer
Phone
9208100237
Signed
2023-08-05
Discuss with paid preparer
Yes

Preparer

Firm
Melvin V Mathison CPA LLC
Address
5326 County Road I I, Larsen, WI 54947
Preparer
Coreen R Thomas EA MBA
Phone
9208362200
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountconferences, conventions, meetings 355”

Raw XML Appendix117 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt07139
IRS990EZ/BooksInCareOfDetail/PersonNm0ALLEN KLOEHN
IRS990EZ/BooksInCareOfDetail/PhoneNum09208100237
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01809 W CLOVERDALE DR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0APPLETON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd054914
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0111463
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0125702
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt012315
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014239
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0840
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0111463
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0125702
IRS990EZ/FundraisingGrossIncomeAmt02237
IRS990EZ/GainOrLossFromSaleOfAssetsAmt07549
IRS990EZ/GrossReceiptsAmt034888
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02842
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt09945
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0111463
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0125702
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0111463
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0125702
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MITCH KINNARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DERRICK SOMMERFIELD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALLEN KLOEHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NATHAN PAPPENFUSS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0355
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MEMBER REPRESENTATION & BENEFITS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MEMBER REPRESENTATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08334
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt019864
IRS990EZ/SpecialEventsNetIncomeLossAmt02237
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08334
IRS990EZ/TotalProgramServiceExpensesAmt08334
IRS990EZ/TotalRevenueAmt022573
IRS990EZ/TransactionWithControlEntInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTCONFERENCES, CONVENTIONS, MEETINGS 355
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALLEN KLOEHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09208100237
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BANTA MAINTENANCE DEPT EMPLOYEE UNION
ReturnHeader/Filer/BusinessNameControlTxt0BANT
ReturnHeader/Filer/EIN0391253432
ReturnHeader/Filer/USAddress/AddressLine1Txt01809 W CLOVERDALE DRIVE
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054914
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010568264
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Melvin V Mathison CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05326 County Road I I
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Larsen
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054947
ReturnHeader/PreparerPersonGrp/PhoneNum09208362200
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Coreen R Thomas EA MBA
ReturnHeader/ReturnTs02023-08-22T17:12:12-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALLEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KLOEHN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)5 • <$500k nonprofits