Civic Intelligence

Southeastern Sheet Metal Joint Apprenticeship Training Fund

990EZ • Fiscal year 2015 • EIN 39-1287506

Jan 01, 2015 to Dec 31, 2015 • Filed on Jun 29, 2016

1840 Sycamore AvenueRacine, WI 53406

(262) 632-7005

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

74th percentile

23%

Faster asset growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

50th percentile

0.8%

Faster revenue growth than 50% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$158,925

Up $30,209 (+23%) from 2014

Net Assets

$158,411

No earlier filing loaded for comparison.

Liabilities

Down

$514

Down $144 (-22%) from 2014

Revenue

Up

$78,802

Up $652 (+0.8%) from 2014

Expenses

Down

$48,450

Down $5,973 (-11%) from 2014

Net Income

Up

$30,352

Up $6,625 (+28%) from 2014

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $84,586Liabilities 2011: $414Net Assets 2011: $84,1722011Assets 2012: $86,641Liabilities 2012: $534Net Assets 2012: $86,1072012Assets 2013: $105,530Liabilities 2013: $4842013Assets 2014: $128,716Liabilities 2014: $6582014Assets 2015: $158,925Liabilities 2015: $514Net Assets 2015: $158,4112015Assets 2016: $182,372Liabilities 2016: $608Net Assets 2016: $181,7642016Assets 2017: $201,870Liabilities 2017: $6992017Assets 2018: $206,972Liabilities 2018: $1,186Net Assets 2018: $205,7862018Assets 2019: $214,266Liabilities 2019: $868Net Assets 2019: $213,3982019Assets 2020: $240,116Liabilities 2020: $1,581Net Assets 2020: $238,5352020Assets 2021: $320,217Liabilities 2021: $1,854Net Assets 2021: $318,3632021Assets 2022: $399,347Liabilities 2022: $1,738Net Assets 2022: $397,6092022Assets 2023: $503,223Liabilities 2023: $3,028Net Assets 2023: $500,1952023Assets 2024: $607,397Liabilities 2024: $2,574Net Assets 2024: $604,8232024

Highlighted filing

2015

Assets$158,925
Liabilities$514
Net Assets$158,411

Operations Trend

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

$300K$200K$100K$0Revenue 2011: $76,318Expenses 2011: $60,744Net Income 2011: $15,5742011Revenue 2012: $74,873Expenses 2012: $72,938Net Income 2012: $1,9352012Revenue 2013: $72,587Expenses 2013: $52,360Net Income 2013: $20,2272013Revenue 2014: $78,150Expenses 2014: $54,423Net Income 2014: $23,7272014Revenue 2015: $78,802Expenses 2015: $48,450Net Income 2015: $30,3522015Revenue 2016: $83,701Expenses 2016: $60,348Net Income 2016: $23,3532016Revenue 2017: $81,016Expenses 2017: $61,609Net Income 2017: $19,4072017Revenue 2018: $82,773Expenses 2018: $78,158Net Income 2018: $4,6152018Revenue 2019: $86,235Expenses 2019: $78,623Net Income 2019: $7,6122019Revenue 2020: $126,867Expenses 2020: $101,730Net Income 2020: $25,1372020Revenue 2021: $191,756Expenses 2021: $111,928Net Income 2021: $79,8282021Revenue 2022: $193,709Expenses 2022: $114,463Net Income 2022: $79,2462022Revenue 2023: $224,360Expenses 2023: $121,774Net Income 2023: $102,5862023Revenue 2024: $211,335Expenses 2024: $106,707Net Income 2024: $104,6282024

Highlighted filing

2015

Revenue$78,802
Expenses$48,450
Net Income$30,352
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jun 29, 2016
Return Version
2015v2.0
Gross Receipts
$78,802
Mission and Program Overview

Mission

Provide training programs in sheetmetal trades and related occupations

Program Services

DescriptionGrantsExpenses
TUITION, FEES AND REIMBURSEMENT OF TIME LOST FOR APPRENTICESHIP TRAINING PROGRAMS.$29,897-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVE KATTChairman-$0--
ROBERT JOSSARTMember-$0--
DENNIS WEEKSMember-$0--
KEITH KEMPERSecretary/Treas-$0--
BRETT CADMENTrustee-$0--
BRAD KALCICTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Southeastern Sheetmetal Joint
EIN
39-1287506
Phone
2626327005
Address
1840 SYCAMORE AVENUE, RACINE, WI 53406

Signing Officer

Name
Keith Kemper
Title
Secretary/Treasurer
Signed
2016-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Gordon J Maier & Company LLP
Address
845 Wisconsin Avenue, Racine, WI 53403
Preparer
Julie Craig CPA
Phone
2626347108
Supplemental Narrative

Additional Explanations

Other Revenue.1

OTHER INCOME $3141

Other Expenses.1005

Travel $169

Other Expenses.1009

Depreciation $396

Other Expenses.1

TRAINING SCHOOL $18935

Other Expenses.2

Office expense & insurance $4167

Other Expenses.3

MEETINGS $3350

Other Expenses.4

COMPUTER OPERATING $1495

Other Expenses.5

TELEPHONE $1239

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $657 Accounts Payable and Accrued Expenses - Ending $514

Raw XML Appendix179 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
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IRS990EZ/BooksInCareOfDetail/PersonNm0KEITH KEMPER
IRS990EZ/BooksInCareOfDetail/PhoneNum02626327005
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01840 SYCAMORE AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RACINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053406
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0126875
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0157480
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IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt030352
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04166
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0128716
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0158925
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt078802
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt01841
IRS990EZ/LandAndBuildingsGrp/EOYAmt01445
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0128059
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0158411
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0128059
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0158411
IRS990EZ/OccupancyRentUtltsAndMaintAmt02880
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVE KATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT JOSSART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DENNIS WEEKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KEITH KEMPER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRETT CADMEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRAD KALCIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary/Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt029751
IRS990EZ/OtherRevenueTotalAmt03141
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE TRAINING PROGRAMS IN SHEETMETAL TRADES AND RELATED OCCUPATIONS
IRS990EZ/ProgramServiceRevenueAmt075661
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TUITION, FEES AND REIMBURSEMENT OF TIME LOST FOR APPRENTICESHIP TRAINING PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt029897
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt011653
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0657
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0514
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt048450
IRS990EZ/TotalProgramServiceExpensesAmt029897
IRS990EZ/TotalRevenueAmt078802
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt075661
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt075482
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt069727
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt069111
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt073714
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0363695
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt03141
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt02668
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt02860
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt06198
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02604
IRS990ScheduleA/OtherIncome509Grp/TotalAmt017471
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95420
IRS990ScheduleA/PublicSupportPY509Pct00.95450
IRS990ScheduleA/PublicSupportTotal509Amt0363695
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt075661
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt075482
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt069727
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt069111
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt073714
IRS990ScheduleA/Total509Grp/TotalAmt0363695
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt078802
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt078150
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt072587
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt075309
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt076318
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0381166
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME $3141
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Travel $169
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Depreciation $396
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRAINING SCHOOL $18935
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OFFICE EXPENSE & INSURANCE $4167
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MEETINGS $3350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COMPUTER OPERATING $1495
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TELEPHONE $1239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Accounts Payable and Accrued Expenses - Beginning $657 Accounts Payable and Accrued Expenses - Ending $514
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Total Liabilities.1001
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEITH KEMPER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUTHEASTERN SHEETMETAL JOINT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0APPRENTICESHIP TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0SOUT
ReturnHeader/Filer/EIN0391287506
ReturnHeader/Filer/PhoneNum02626327005
ReturnHeader/Filer/USAddress/AddressLine1Txt01840 SYCAMORE AVENUE
ReturnHeader/Filer/USAddress/CityNm0RACINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053406
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gordon J Maier & Company LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0845 Wisconsin Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Racine
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053403
ReturnHeader/PreparerPersonGrp/PhoneNum02626347108
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE CRAIG CPA
ReturnHeader/ReturnTs02016-06-29T09:30:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.07$0.03$6.05$2.11$1.07$1.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.03$0.03$5.00$2.24$1.22$1.03
2022Detailed filing. Detailed filing data is available for this year.$3.99$0.02$3.98$1.94$1.14$0.79
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.02$3.18$1.92$1.12$0.80
2020Detailed filing. Detailed filing data is available for this year.$2.40$0.02$2.39$1.27$1.02$0.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.01$2.13$0.86$0.79$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.01$2.06$0.83$0.78$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.01$0.81$0.62$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.01$1.82$0.84$0.60$0.23
2015Detailed filing. Detailed filing data is available for this year.$1.59$0.01$1.58$0.79$0.48$0.30
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.01$0.78$0.54$0.24
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$0.00$0.73$0.52$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.01$0.86$0.75$0.73$0.02
2011Summary only. Only limited summary data is available for this year.$0.85$0.00$0.84$0.76$0.61$0.16