Civic Intelligence

Mechanical Contractors Association Northwest Wisconsin Industry Fund

990 • Fiscal year 2018 • EIN 39-1404317

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 15, 2019

Organization ProfileN/A
3315 N Ballard Rd Rm/Ste DAppleton, WI 54911-8988

(912) 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.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

0.00x

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

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Net Margin

72nd percentile

12%

Higher net margin than 72% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Top Officer Pay

96th percentile

$96,750

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 37.5% of source-year revenue.

2018 filings • 501(c)6 • <$500k nonprofits • Source year 2018

Asset Growth

62nd percentile

8.2%

Faster asset growth than 62% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

46th percentile

-1.0%

Faster revenue growth than 46% of similar nonprofits.

2018 filings • 501(c)6 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$412,354

Up $31,232 (+8.2%) from 2017

Net Assets

Up

$412,354

Up $31,232 (+8.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue47th percentileNet Margin72nd percentile

Revenue

Down

$257,987

Down $2,621 (-1.0%) from 2017

Expenses

Up

$226,755

Up $2,034 (+0.9%) from 2017

Net Income

Down

$31,232

Down $4,655 (-13%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$600K$400K$200K$0Assets 2010: $180,400Liabilities 2010: $0Net Assets 2010: $180,4002010Assets 2011: $192,203Liabilities 2011: $0Net Assets 2011: $192,2032011Assets 2012: $220,548Liabilities 2012: $0Net Assets 2012: $220,5482012Assets 2013: $259,547Liabilities 2013: $0Net Assets 2013: $259,5472013Assets 2014: $277,096Liabilities 2014: $0Net Assets 2014: $277,0962014Assets 2015: $319,990Liabilities 2015: $0Net Assets 2015: $319,9902015Assets 2016: $345,235Liabilities 2016: $0Net Assets 2016: $345,2352016Assets 2017: $381,122Liabilities 2017: $0Net Assets 2017: $381,1222017Assets 2018: $412,354Liabilities 2018: $0Net Assets 2018: $412,3542018Assets 2019: $441,246Liabilities 2019: $0Net Assets 2019: $441,2462019Assets 2020: $485,256Liabilities 2020: $0Net Assets 2020: $485,2562020Assets 2021: $508,007Liabilities 2021: $0Net Assets 2021: $508,0072021Assets 2022: $542,093Liabilities 2022: $0Net Assets 2022: $542,0932022Assets 2023: $592,339Liabilities 2023: $0Net Assets 2023: $592,3392023

Highlighted filing

2018

Assets$412,354
Liabilities$0
Net Assets$412,354
Open 2018 Filing

Operations Trend

Revenue Growth46th percentile

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

$400K$300K$200K$100K$0Revenue 2010: $179,877Expenses 2010: $168,196Net Income 2010: $11,6812010Revenue 2011: $193,053Expenses 2011: $181,250Net Income 2011: $11,8032011Expenses 2012: $185,4572012Revenue 2013: $249,159Expenses 2013: $210,160Net Income 2013: $38,9992013Revenue 2014: $213,211Expenses 2014: $195,662Net Income 2014: $17,5492014Revenue 2015: $249,149Expenses 2015: $206,255Net Income 2015: $42,8942015Revenue 2016: $248,558Expenses 2016: $223,313Net Income 2016: $25,2452016Revenue 2017: $260,608Expenses 2017: $224,721Net Income 2017: $35,8872017Revenue 2018: $257,987Expenses 2018: $226,755Net Income 2018: $31,2322018Revenue 2019: $268,903Expenses 2019: $240,011Net Income 2019: $28,8922019Revenue 2020: $298,042Expenses 2020: $254,032Net Income 2020: $44,0102020Revenue 2021: $265,300Expenses 2021: $242,549Net Income 2021: $22,7512021Revenue 2022: $288,370Expenses 2022: $254,284Net Income 2022: $34,0862022Revenue 2023: $300,689Expenses 2023: $250,724Net Income 2023: $49,9652023

Highlighted filing

2018

Revenue$257,987
Expenses$226,755
Net Income$31,232
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 15, 2019
Return Version
2018v3.1
Gross Receipts
$257,987
Mission and Program Overview

Mission

To promote and advance the mechanical construction industry in northwest wisconsin.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$381,122$412,354▲ $31,232
Total Assets$381,122$412,354▲ $31,232
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$381,122$412,354▲ $31,232
Total Net Assets Fund Balance$381,122$412,354▲ $31,232
Total Liabilities and Net Assets / Fund Balance$381,122$412,354▲ $31,232
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey GaeckeExec Vice Pr-$41,000$55,750$96,750
Gail GerhardtExec DirectoPT$43,000$43,000$86,000

Board Members and Trustees

NameTitle
Ray WithbroePresident
Luke YliniemiBoard Member
Mark FarsonBoard Member
Mike MerryfieldBoard Member
Tony WelkeBoard Member
Dave KohlsSecretary
Dave LeissesTreasurer
Joe LauerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$256,555
Investment Income
$382
Other Revenue
$1,050
Change in Net Assets
$31,232
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$142,755
Salaries, Compensation, and Employee Benefits$84,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$84,000
Office Expenses---$2,961
Fees for Services Accounting---$1,485
Conferences and Meetings---$1,336
Other Expenses---$1,161
All Other Expenses---$200
Total Functional Expenses$0$0$0$226,755
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Explanation: the industry fund is managed by organization management services which is a union trade association management company and overseen by the board of directors.”

Form 990, Page 6, Part VI, Line 11B

“Explanation: the industry fund emails a copy of the form 990 to the board of directors before it is filed. The board of directors reviews the form 990 during their board meeting.”

Form 990, Page 6, Part VI, Line 12C

“Explanation: the industry fund has a conflict of interest policy in place and enforces it when applicable.”

Form 990, Page 6, Part VI, Line 15A

“Explanation: the board of directors of the industry fund reviews compensation to oms and the executive director on an annual basis and approves these items in their annual budget.”

Form 990, Page 6, Part VI, Line 19

“Documentation is available upon request.”

Filing and Contact Details

Filer

Filer Name
Mechanical Contractors Association
EIN
39-1404317
Phone
9127343148
Address
3315 N BALLARD RD RM/STE D, APPLETON, WI 54911-8988

Signing Officer

Name
Jeffrey Gaecke
Title
Exec Vice President
Phone
9127343148
Signed
2019-04-15

Organization Details

Principal Officer
Jeffrey Gaecke
Formed
1999
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Bauman Associates Ltd
Address
PO BOX 1225, EAU CLAIRE, WI 54702-1225
Preparer
Nathan Kalepp CPA
Phone
7158342001
Raw XML Appendix369 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPLANATION: THE INDUSTRY FUND IS MANAGED BY ORGANIZATION MANAGEMENT SERVICES WHICH IS A UNION TRADE ASSOCIATION MANAGEMENT COMPANY AND OVERSEEN BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPLANATION: THE INDUSTRY FUND EMAILS A COPY OF THE FORM 990 TO THE BOARD OF DIRECTORS BEFORE IT IS FILED. THE BOARD OF DIRECTORS REVIEWS THE FORM 990 DURING THEIR BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPLANATION: THE INDUSTRY FUND HAS A CONFLICT OF INTEREST POLICY IN PLACE AND ENFORCES IT WHEN APPLICABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPLANATION: THE BOARD OF DIRECTORS OF THE INDUSTRY FUND REVIEWS COMPENSATION TO OMS AND THE EXECUTIVE DIRECTOR ON AN ANNUAL BASIS AND APPROVES THESE ITEMS IN THEIR ANNUAL BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTATION IS AVAILABLE UPON REQUEST.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WISCONSIN RIVER VALLEY MECHANICAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MECHANICAL CONTRACTORS ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2MECHANICAL CONTRACTORS ASSOCIATION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt1SHEET METAL INDUSTRY FUND INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt2EAU CLAIRE SHEET METAL INDUSTRY
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PART VII
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2APPLETON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0549118988
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd1549118988
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd2549118988
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME, ADDRESS, AND EIN OF RELATED ORGANIZATION: WISCONSIN RIVER VALLEY MECHANICAL CONTRACTORS ASSOCIATION INC. EIN: 39-1404319 ACTIVITY: PROMOTE AND ADVANCE MECHANICAL AND SHEET METAL INDUSTRIES THROUGH VARIOUS ACTIVITIES MECHANICAL CONTRACTORS ASSOCIATION OF NORTHWEST WISCONSIN SHEET METAL INDUSTRY FUND, INC. EIN: 39-1752834 ACTIVITY: PROMOTE AND ADVANCE MECHANICAL AND SHEET METAL INDUSTRIES THROUGH VARIOUS ACTIVITIES MECHANICAL CONTRACTORS ASSOCIATION OF NORTHWEST WISCONSIN EAU CLAIRE SHEET METAL INDUSTRY FUND, INC. EIN: 56-2350945 ACTIVITY: PROMOTE AND ADVANCE MECHANICAL AND SHEET METAL INDUSTRIES THROUGH VARIOUS ACTIVITIES
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0127890
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0COST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0WISCONSIN RIVER VALLEY MECHANICAL C
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine2Txt0129551
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0P
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0true
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0381122
IRS990/TotalAssetsEOYAmt0412354
IRS990/TotalAssetsGrp/BOYAmt0381122
IRS990/TotalAssetsGrp/EOYAmt0412354
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0226755
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0381122
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0412354
IRS990/TotalProgramServiceRevenueAmt0256555
IRS990/TotalReportableCompFromOrgAmt084000
IRS990/TotalRevenueGrp/ExclusionAmt0382
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0257605
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0257987
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0381122
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0412354
IRS990/TotReportableCompRltdOrgAmt098750
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0381122
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0412354
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03315 N BALLARD RD
IRS990/USAddress/CityNm0APPLETON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0549118988
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY GAECKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09127343148
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MECHANICAL CONTRACTORS ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0NORTHWEST WISCONSIN INDUSTRY FUND
ReturnHeader/Filer/BusinessNameControlTxt0MECH
ReturnHeader/Filer/EIN0391404317
ReturnHeader/Filer/PhoneNum09127343148
ReturnHeader/Filer/USAddress/AddressLine1Txt03315 N BALLARD RD RM/STE D
ReturnHeader/Filer/USAddress/CityNm0APPLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0549118988
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A1220CF7182CD0872E94D2A9CAC5D8B6BB46FA46
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A575C17639EF084057D8F1A6504EC962B5AF11A6
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.20.32.50
ReturnHeader/FilingSecurityInformation/IPDt02019-04-18
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:11:24
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/PreparationDt02019-04-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATHAN KALEPP CPA
ReturnHeader/ReturnTs02019-04-18T12:11:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$412,354
Liabilities
$0
Net assets
$412,354
Revenue
$257,987
Expenses
$226,755
Net income
$31,232
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.92$0.00$5.92$3.01$2.51$0.50
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.42$0.00$5.42$2.88$2.54$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.08$0.00$5.08$2.65$2.43$0.23
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.85$0.00$4.85$2.98$2.54$0.44
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.41$0.00$4.41$2.69$2.40$0.29
2018Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$2.58$2.27$0.31
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.81$0.00$3.81$2.61$2.25$0.36
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.45$0.00$3.45$2.49$2.23$0.25
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.00$3.20$2.49$2.06$0.43
2014Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$2.13$1.96$0.18
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.60$0.00$2.60$2.49$2.10$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.00$2.21$1.85
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.00$1.92$1.93$1.81$0.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.80$0.00$1.80$1.80$1.68$0.12