Civic Intelligence

Southeastern Sheet Metal Joint Apprenticeship Training Fund

990EZ • Fiscal year 2018 • EIN 39-1287506

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

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

61st percentile

0.01x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

67th percentile

0.01x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

55th percentile

5.6%

Higher net margin than 55% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

52nd percentile

2.5%

Faster asset growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

52nd percentile

2.2%

Faster revenue growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$206,972

Up $5,102 (+2.5%) from 2017

Net Assets

$205,786

No earlier filing loaded for comparison.

Liabilities

Up

$1,186

Up $487 (+70%) from 2017

Revenue

Up

$82,773

Up $1,757 (+2.2%) from 2017

Expenses

Up

$78,158

Up $16,549 (+27%) from 2017

Net Income

Down

$4,615

Down $14,792 (-76%) from 2017

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

2018

Assets$206,972
Liabilities$1,186
Net Assets$205,786

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

2018

Revenue$82,773
Expenses$78,158
Net Income$4,615
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Gross Receipts
$82,773
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.$39,080-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID KATTChairman-$0--
JOSHUA GARNERMember-$0--
ROBERT JOSSARTMember-$0--
DENNIS WEEKSMember-$0--
BRADLEY KALCICSecretary/Treas-$0--
BRETT CADMANTrustee-$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
Brad Kalcic
Title
Secretary/treasurer
Signed
2019-11-14
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 $2343

Other Expenses.1009

Depreciation $842

Other Expenses.1

TRAINING SCHOOL $39400

Other Expenses.2

Office expense & insurance $5614

Other Expenses.3

MEETINGS $1932

Other Expenses.4

COMPUTER OPERATING $1650

Other Expenses.5

TELEPHONE $1272

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $699 Accounts Payable and Accrued Expenses - Ending $1186

Raw XML Appendix178 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/PersonNm0BRAD KALCIC
IRS990EZ/BooksInCareOfDetail/PhoneNum02626327005
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01840 SYCAMORE AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RACINE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053406
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0200926
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0202660
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04615
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05362
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0201870
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0206972
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt082773
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LandAndBuildingsGrp/BOYAmt0944
IRS990EZ/LandAndBuildingsGrp/EOYAmt04312
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0201171
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0205786
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0201171
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0205786
IRS990EZ/OccupancyRentUtltsAndMaintAmt03600
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/PersonNm0DAVID KATT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOSHUA GARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBERT JOSSART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DENNIS WEEKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRADLEY KALCIC
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRETT CADMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary/Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050710
IRS990EZ/OtherRevenueTotalAmt02343
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE TRAINING PROGRAMS IN SHEETMETAL TRADES AND RELATED OCCUPATIONS
IRS990EZ/ProgramServiceRevenueAmt080430
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TUITION, FEES AND REIMBURSEMENT OF TIME LOST FOR APPRENTICESHIP TRAINING PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt039080
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt018486
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0699
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01186
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt078158
IRS990EZ/TotalProgramServiceExpensesAmt039080
IRS990EZ/TotalRevenueAmt082773
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt080430
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt077174
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt079079
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt075661
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt075482
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0387826
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt0-23
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0-23
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02343
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt03865
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt04622
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt03141
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02668
IRS990ScheduleA/OtherIncome509Grp/TotalAmt016639
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95890
IRS990ScheduleA/PublicSupportPY509Pct00.95650
IRS990ScheduleA/PublicSupportTotal509Amt0387826
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt080430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt077174
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt079079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt075661
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt075482
IRS990ScheduleA/Total509Grp/TotalAmt0387826
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt082773
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt081016
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt083701
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt078802
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt078150
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0404442
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME $2343
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $842
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRAINING SCHOOL $39400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE EXPENSE & INSURANCE $5614
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MEETINGS $1932
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPUTER OPERATING $1650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TELEPHONE $1272
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Payable and Accrued Expenses - Beginning $699 Accounts Payable and Accrued Expenses - Ending $1186
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1009
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Total Liabilities.1001
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD KALCIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
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/PreparerFirmEIN0390803883
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/ReturnTs02019-11-14T09:09:25-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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
2018Detailed filing. Detailed filing data is available for this year.$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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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