Civic Intelligence

Wisconsin Fox Valley Sheet Metal Contractors Association Inc

990EZ • Fiscal year 2017 • EIN 39-1331655

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 27, 2018

Organization ProfileN/A
3315 North Ballard Road Rm/Ste DAppleton, WI 54911-8988

(920) 734-3148

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

47th percentile

0.00x

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

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Net Margin

52nd percentile

3.4%

Higher net margin than 52% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Top Officer Pay

84th percentile

$46,500

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 82.8% of source-year revenue.

2017 filings • 501(c)6 • <$500k nonprofits • Source year 2017

Asset Growth

54th percentile

4.4%

Faster asset growth than 54% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

63rd percentile

7.0%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • 501(c)6 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$45,549

Up $1,918 (+4.4%) from 2016

Net Assets

Up

$45,549

Up $1,918 (+4.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin52nd percentile

Revenue

Up

$56,162

Up $3,652 (+7.0%) from 2016

Expenses

Up

$54,244

Up $474 (+0.9%) from 2016

Net Income

Up

$1,918

Up $3,178 (+252%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$100K$50K$0Assets 2014: $41,162Liabilities 2014: $0Net Assets 2014: $41,1622014Assets 2015: $44,891Liabilities 2015: $0Net Assets 2015: $44,8912015Assets 2016: $43,631Liabilities 2016: $0Net Assets 2016: $43,6312016Assets 2017: $45,549Liabilities 2017: $0Net Assets 2017: $45,5492017Assets 2018: $44,493Liabilities 2018: $0Net Assets 2018: $44,4932018Assets 2019: $52,645Liabilities 2019: $0Net Assets 2019: $52,6452019Assets 2020: $62,280Liabilities 2020: $0Net Assets 2020: $62,2802020Assets 2021: $60,787Liabilities 2021: $0Net Assets 2021: $60,7872021Assets 2022: $65,585Liabilities 2022: $0Net Assets 2022: $65,5852022Assets 2023: $71,735Liabilities 2023: $02023Assets 2024: $85,652Net Assets 2024: $85,6522024

Highlighted filing

2017

Assets$45,549
Liabilities$0
Net Assets$45,549
Open 2017 Filing

Operations Trend

Revenue Growth63rd percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2014: $54,880Expenses 2014: $51,882Net Income 2014: $2,9982014Revenue 2015: $60,344Expenses 2015: $56,615Net Income 2015: $3,7292015Revenue 2016: $52,510Expenses 2016: $53,770Net Income 2016: -$1,2602016Revenue 2017: $56,162Expenses 2017: $54,244Net Income 2017: $1,9182017Revenue 2018: $57,587Expenses 2018: $58,643Net Income 2018: -$1,0562018Revenue 2019: $64,686Expenses 2019: $56,534Net Income 2019: $8,1522019Revenue 2020: $66,385Expenses 2020: $56,750Net Income 2020: $9,6352020Revenue 2021: $56,295Expenses 2021: $57,788Net Income 2021: -$1,4932021Revenue 2022: $73,284Expenses 2022: $68,486Net Income 2022: $4,7982022Revenue 2023: $68,251Expenses 2023: $62,101Net Income 2023: $6,1502023Revenue 2024: $78,373Expenses 2024: $64,456Net Income 2024: $13,9172024

Highlighted filing

2017

Revenue$56,162
Expenses$54,244
Net Income$1,918
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 27, 2018
Return Version
2017v2.2
Gross Receipts
$56,162
Mission and Program Overview

Mission

Organized to promote and advance the sheet metal industry.

Program Services

DescriptionGrantsExpenses
PROMOTE AND ADVANCE THE SHEET METAL INDUSTRY.--
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY GAECKEExecutive VPPT$46,500-$46,500
CARVEN BLANCKPresident-$0--
KIM BASSETTVice Preside-$0--
JOSEPH LAUERSecretary/Tr-$0--
BRAD BAUMGARTBoard Member-$0--
BRAD HURCKMANBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Wisconsin Fox Valley Sheet Metal
EIN
39-1331655
Phone
9207343148
Address
3315 NORTH BALLARD ROAD RM/STE D, APPLETON, WI 54911-8988

Signing Officer

Name
Jeffrey Gaecke
Title
Executive VP
Phone
9207343148
Signed
2018-02-27

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses msds program expenses 2,981 office expense 1,378 meetings 522 trustee insurance 225 miscellaneous 518 total 5,624”

Form 990-ez, Part V

“The organization did not, during the year, receive any funds, directly, or indirectly, to pay premiums on a personal benefit contract. The organization, did not, during the year, pay any premiums, directly, or indirectly, on a personal benefit contract.”

Raw XML Appendix112 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/BooksInCareOfDetail/PersonNm0JEFFREY GAECKE
IRS990EZ/BooksInCareOfDetail/PhoneNum09207343148
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03315 N BALLARD ROAD SUITE D
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0APPLETON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0549118988
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043631
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt045549
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01918
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02120
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043631
IRS990EZ/Form990TotalAssetsGrp/EOYAmt045549
IRS990EZ/GrossReceiptsAmt056162
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt08
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043631
IRS990EZ/NetAssetsOrFundBalancesEOYAmt045549
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043631
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt045549
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt515.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt546500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CARVEN BLANCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KIM BASSETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSEPH LAUER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRAD BAUMGART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BRAD HURCKMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEFFREY GAECKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EXECUTIVE VP
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05624
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZED TO PROMOTE AND ADVANCE THE SHEET METAL INDUSTRY.
IRS990EZ/ProgramServiceRevenueAmt056154
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE AND ADVANCE THE SHEET METAL INDUSTRY.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt046500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054244
IRS990EZ/TotalRevenueAmt056162
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0LABOR ORG.
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MSDS PROGRAM EXPENSES 2,981 OFFICE EXPENSE 1,378 MEETINGS 522 TRUSTEE INSURANCE 225 MISCELLANEOUS 518 TOTAL 5,624
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY, OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART V
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY GAECKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VP
ReturnHeader/BusinessOfficerGrp/PhoneNum09207343148
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WISCONSIN FOX VALLEY SHEET METAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CONTRACTORS ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WISC
ReturnHeader/Filer/EIN0391331655
ReturnHeader/Filer/PhoneNum09207343148
ReturnHeader/Filer/USAddress/AddressLine1Txt03315 NORTH BALLARD ROAD RM/STE D
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0549118988
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId01A647A4BAD8EA08B0A7581FFBA44118AF040E6E2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04C063B422B1BAAEE1649BDD669449643FBAE59BB
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.20.32.50
ReturnHeader/FilingSecurityInformation/IPDt02018-03-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm017:10:18
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/PreparationDt02018-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATHAN KALEPP CPA
ReturnHeader/ReturnTs02018-03-13T17:10:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$45,549
Liabilities
$0
Net assets
$45,549
Revenue
$56,162
Expenses
$54,244
Net income
$1,918
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$85.7$85.7$78.4$64.5$13.9
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.7$0.00$68.3$62.1$6.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$65.6$0.00$65.6$73.3$68.5$4.80
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$60.8$0.00$60.8$56.3$57.8$1.49
2020Detailed filing. Detailed filing data is available for this year.$62.3$0.00$62.3$66.4$56.8$9.64
2019Detailed filing. Detailed filing data is available for this year.$52.6$0.00$52.6$64.7$56.5$8.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.5$0.00$44.5$57.6$58.6$1.06
2017Detailed filing. Detailed filing data is available for this year.$45.5$0.00$45.5$56.2$54.2$1.92
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$43.6$0.00$43.6$52.5$53.8$1.26
2015Detailed filing. Detailed filing data is available for this year.$44.9$0.00$44.9$60.3$56.6$3.73
2014Detailed filing. Detailed filing data is available for this year.$41.2$0.00$41.2$54.9$51.9$3.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)6 • <$500k nonprofits