Civic Intelligence

Wisconsin Fox Valley Sheet Metal Contractors Industry Fund Inc

990EZ • Fiscal year 2014 • EIN 39-1391415

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 25, 2015

Organization ProfileN/A
3315 North Ballard RoadRoom/Suite 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.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.00x

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

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Net Margin

35th percentile

-2.3%

Higher net margin than 35% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$47,000

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 32.6% of source-year revenue.

2014 filings • 501(c)6 • <$500k nonprofits • Source year 2014

Asset Growth

37th percentile

-3.0%

Faster asset growth than 37% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

65th percentile

8.8%

Faster revenue growth than 65% of similar nonprofits.

2014 filings • 501(c)6 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$107,000

Down $3,308 (-3.0%) from 2013

Net Assets

Down

$107,000

Down $3,308 (-3.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin35th percentile

Revenue

Up

$144,006

Up $11,643 (+8.8%) from 2013

Expenses

Up

$147,314

Up $13,179 (+9.8%) from 2013

Net Income

Down

-$3,308

Down $1,536 (-87%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$300K$200K$100K$0Assets 2010: $72,301Liabilities 2010: $0Net Assets 2010: $72,3012010Assets 2011: $98,556Liabilities 2011: $0Net Assets 2011: $98,5562011Assets 2012: $112,080Liabilities 2012: $0Net Assets 2012: $112,0802012Assets 2013: $110,308Liabilities 2013: $0Net Assets 2013: $110,3082013Assets 2014: $107,000Liabilities 2014: $0Net Assets 2014: $107,0002014Assets 2015: $116,451Liabilities 2015: $0Net Assets 2015: $116,4512015Assets 2016: $125,464Liabilities 2016: $0Net Assets 2016: $125,4642016Assets 2017: $130,858Liabilities 2017: $0Net Assets 2017: $130,8582017Assets 2018: $147,277Liabilities 2018: $0Net Assets 2018: $147,2772018Assets 2019: $166,567Liabilities 2019: $0Net Assets 2019: $166,5672019Assets 2020: $187,446Liabilities 2020: $0Net Assets 2020: $187,4462020Assets 2021: $217,183Liabilities 2021: $0Net Assets 2021: $217,1832021Assets 2022: $243,338Liabilities 2022: $0Net Assets 2022: $243,3382022Assets 2023: $272,656Liabilities 2023: $0Net Assets 2023: $272,6562023Assets 2024: $294,725Net Assets 2024: $294,7252024

Highlighted filing

2014

Assets$107,000
Liabilities$0
Net Assets$107,000
Open 2014 Filing

Operations Trend

Revenue Growth65th percentile

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

$200K$100K$0-$100KRevenue 2010: $107,516Expenses 2010: $94,729Net Income 2010: $12,7872010Revenue 2011: $131,884Expenses 2011: $105,629Net Income 2011: $26,2552011Revenue 2012: $141,974Expenses 2012: $128,450Net Income 2012: $13,5242012Revenue 2013: $132,363Expenses 2013: $134,135Net Income 2013: -$1,7722013Revenue 2014: $144,006Expenses 2014: $147,314Net Income 2014: -$3,3082014Revenue 2015: $145,190Expenses 2015: $135,739Net Income 2015: $9,4512015Revenue 2016: $147,739Expenses 2016: $138,726Net Income 2016: $9,0132016Revenue 2017: $140,068Expenses 2017: $134,674Net Income 2017: $5,3942017Revenue 2018: $165,633Expenses 2018: $149,214Net Income 2018: $16,4192018Revenue 2019: $162,461Expenses 2019: $143,171Net Income 2019: $19,2902019Revenue 2020: $175,780Expenses 2020: $154,901Net Income 2020: $20,8792020Revenue 2021: $163,092Expenses 2021: $133,355Net Income 2021: $29,7372021Revenue 2022: $181,277Expenses 2022: $155,122Net Income 2022: $26,1552022Revenue 2023: $196,546Expenses 2023: $167,228Net Income 2023: $29,3182023Revenue 2024: $198,712Expenses 2024: $176,643Net Income 2024: $22,0692024

Highlighted filing

2014

Revenue$144,006
Expenses$147,314
Net Income-$3,308
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 25, 2015
Return Version
2014v5.0
Gross Receipts
$144,006
Mission and Program Overview

Mission

Advancement of the sheet metal industry through various activities.

Program Services

DescriptionGrantsExpenses
PROMOTE AND ADVANCE THE SHEET METAL INDUSTRY--
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFERY GAECKEExec Vice PrPT$47,000-$47,000
TIMOTHY HOWALDPresident-$0--
WILLIAM BASSETTVice Preside-$0--
CHUCK SCHUSTERSecretary/Tr-$0--
Filing and Contact Details

Filer

Filer Name
Wisconsin Fox Valley Sheet Metal
EIN
39-1391415
Phone
9207343148
Address
3315 NORTH BALLARD ROAD, ROOM/SUITE D, APPLETON, WI 54911-8988

Signing Officer

Name
Jeffrey Gaecke
Title
Executive Vice President
Phone
9207343148
Signed
2015-03-25

Preparer

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

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses admin fee - wfvsmca 54,073 office expense 1,857 smacna reimbursement 28,986 joint dinner 3,346 conferences & seminars 651 joint golf outing 985 education expense 4,000 advertising 700 miscellaneous 116 total 94,714”

Form 990-ez, Part V

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

Raw XML Appendix99 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/BusinessName/BusinessNameLine1Txt0JEFFREY 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/BOYAmt0110308
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0107000
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3308
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01600
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0110308
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0107000
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04000
IRS990EZ/GrossReceiptsAmt0144006
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt075
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0143931
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0110308
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0107000
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0110308
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0107000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt315.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt347000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0TIMOTHY HOWALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1WILLIAM BASSETT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHUCK SCHUSTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JEFFERY GAECKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXEC VICE PR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt094714
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ADVANCEMENT OF THE SHEET METAL INDUSTRY THROUGH VARIOUS ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROMOTE AND ADVANCE THE SHEET METAL INDUSTRY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt047000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0147314
IRS990EZ/TotalRevenueAmt0144006
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0LABOR ORG.
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMIN FEE - WFVSMCA 54,073 OFFICE EXPENSE 1,857 SMACNA REIMBURSEMENT 28,986 JOINT DINNER 3,346 CONFERENCES & SEMINARS 651 JOINT GOLF OUTING 985 EDUCATION EXPENSE 4,000 ADVERTISING 700 MISCELLANEOUS 116 TOTAL 94,714
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY, THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART V
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY GAECKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09207343148
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WISCONSIN FOX VALLEY SHEET METAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CONTRACTORS INDUSTRY FUND
ReturnHeader/Filer/BusinessNameControlTxt0WISC
ReturnHeader/Filer/EIN0391391415
ReturnHeader/Filer/PhoneNum09207343148
ReturnHeader/Filer/USAddress/AddressLine1Txt03315 NORTH BALLARD ROAD
ReturnHeader/Filer/USAddress/AddressLine2Txt0ROOM/SUITE D
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0549118988
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/PreparationDt02015-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY D MLEZIVA CPA
ReturnHeader/ReturnTs02015-03-30T11:38:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$107,000
Liabilities
$0
Net assets
$107,000
Revenue
$144,006
Expenses
$147,314
Net income
-$3,308
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.95$2.95$1.99$1.77$0.22
2023Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$1.97$1.67$0.29
2022Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$1.81$1.55$0.26
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$1.63$1.33$0.30
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$1.76$1.55$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$1.62$1.43$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$1.66$1.49$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$1.40$1.35$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$1.48$1.39$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$1.45$1.36$0.09
2014Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$1.44$1.47$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$1.32$1.34$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$1.42$1.28$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.99$0.00$0.99$1.32$1.06$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$1.08$0.95$0.13
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)6 • <$500k nonprofits