Civic Intelligence

Southeastern Sheet Metal Joint Apprenticeship Training Fund

990EZ • Fiscal year 2019 • EIN 39-1287506

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

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

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

61st percentile

8.8%

Higher net margin than 61% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

53rd percentile

3.5%

Faster asset growth than 53% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

55th percentile

4.2%

Faster revenue growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$214,266

Up $7,294 (+3.5%) from 2018

Net Assets

Up

$213,398

Up $7,612 (+3.7%) from 2018

Liabilities

Down

$868

Down $318 (-27%) from 2018

Revenue

Up

$86,235

Up $3,462 (+4.2%) from 2018

Expenses

Up

$78,623

Up $465 (+0.6%) from 2018

Net Income

Up

$7,612

Up $2,997 (+65%) from 2018

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

2019

Assets$214,266
Liabilities$868
Net Assets$213,398

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

2019

Revenue$86,235
Expenses$78,623
Net Income$7,612
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$86,235
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.$39,312-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID KATTChairman-$0--
JOSHUA GARNERTrustee-$0--
ROBERT JOSSARTTrustee-$0--
DENNIS WEEKSTrustee-$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
2020-11-16
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 $3000

Other Expenses.1009

Depreciation $1346

Other Expenses.1

TRAINING SCHOOL $44664

Other Expenses.2

Office expense & insurance $4605

Other Expenses.3

COMPUTER OPERATING $1692

Other Expenses.4

TELEPHONE $1260

Other Expenses.5

MEETINGS $1180

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $1186 Accounts Payable and Accrued Expenses - Ending $868

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/BOYAmt0202660
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0211301
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt07612
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04258
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0206972
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0214266
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt086235
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt04312
IRS990EZ/LandAndBuildingsGrp/EOYAmt02965
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0205786
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0213398
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0205786
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0213398
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/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary/Treas
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt054747
IRS990EZ/OtherRevenueTotalAmt03000
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE TRAINING PROGRAMS IN SHEETMETAL TRADES AND RELATED OCCUPATIONS
IRS990EZ/ProgramServiceRevenueAmt083235
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TUITION, FEES AND REIMBURSEMENT OF TIME LOST FOR APPRENTICESHIP TRAINING PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt039312
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt016018
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01186
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0868
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt078623
IRS990EZ/TotalProgramServiceExpensesAmt039312
IRS990EZ/TotalRevenueAmt086235
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt083235
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt080430
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt077174
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt079079
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt075661
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0395579
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt0-23
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt0-23
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt03000
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt02343
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt03865
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt04622
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt03141
IRS990ScheduleA/OtherIncome509Grp/TotalAmt016971
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95890
IRS990ScheduleA/PublicSupportPY509Pct00.95890
IRS990ScheduleA/PublicSupportTotal509Amt0395579
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt083235
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080430
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt077174
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt079079
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt075661
IRS990ScheduleA/Total509Grp/TotalAmt0395579
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt086235
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt082773
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt081016
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt083701
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt078802
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0412527
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER INCOME $3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation $1346
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRAINING SCHOOL $44664
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICE EXPENSE & INSURANCE $4605
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPUTER OPERATING $1692
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TELEPHONE $1260
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6MEETINGS $1180
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Accounts Payable and Accrued Expenses - Beginning $1186 Accounts Payable and Accrued Expenses - Ending $868
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/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRAD KALCIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-16
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/ReturnTs02020-11-16T15:50:43-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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
2019Detailed filing. Detailed filing data is available for this year.$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
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