Civic Intelligence

Mechanical Contractors Association Northwest Wisconsin Industry Fund

990 • Fiscal year 2021 • EIN 39-1404317

Jan 01, 2021 to Dec 31, 2021 • Filed on May 02, 2022

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

21st percentile

0.00x

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

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

22nd percentile

0.00x

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

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Net Margin

44th percentile

8.6%

Higher net margin than 44% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$104,000

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 39.2% of source-year revenue.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2021

Asset Growth

33rd percentile

4.7%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

22nd percentile

-11%

Faster revenue growth than 22% of similar nonprofits.

2021 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$508,007

Up $22,751 (+4.7%) from 2020

Net Assets

Up

$508,007

Up $22,751 (+4.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin44th percentile

Revenue

Down

$265,300

Down $32,742 (-11%) from 2020

Expenses

Down

$242,549

Down $11,483 (-4.5%) from 2020

Net Income

Down

$22,751

Down $21,259 (-48%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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

2021

Assets$508,007
Liabilities$0
Net Assets$508,007
Open 2021 Filing

Operations Trend

Revenue Growth22nd 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

2021

Revenue$265,300
Expenses$242,549
Net Income$22,751
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 2, 2022
Return Version
2021v4.0
Gross Receipts
$265,300
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$309,636$359,705▲ $50,069
Cash and Non-Interest-Bearing Accounts$175,620$148,302▼ $27,318
Total Assets$485,256$508,007▲ $22,751
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$485,256$508,007▲ $22,751
Total Net Assets Fund Balance$485,256$508,007▲ $22,751
Total Liabilities and Net Assets / Fund Balance$485,256$508,007▲ $22,751
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey GaeckeExec Vice Pr-$44,000$60,000$104,000
Gail GerhardtExec DirectoPT$45,000$45,000$90,000

Board Members and Trustees

NameTitle
Joe LauerPresident
Greg WeinfurterBoard Member
Luke YliniemiBoard Member
Mike SteinkeBoard Member
Mark FransonSecretary
Dave KohlsTreasurer
Dave LeissesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$263,881
Investment Income
$69
Other Revenue
$1,350
Change in Net Assets
$22,751

Audited Revenue Reconciliation

Revenue per Audited Statements
$265,300
Total Revenue per Audited Statements
$265,300
Total Revenue per Form 990
$265,300
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$153,549
Salaries, Compensation, and Employee Benefits$89,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$89,000
Office Expenses---$2,885
Fees for Services Accounting---$2,588
Other Expenses---$810
All Other Expenses---$146
Total Functional Expenses$0$0$0$242,549

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$242,549
Total Expenses per Audited Statements$242,549
Total Expenses per Form 990$242,549
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
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
2022-05-02

Organization Details

Principal Officer
Jeffrey Gaecke
Formed
1999
Legal Domicile
Wi
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Bauman Associates Ltd
Address
PO BOX 1225, EAU CLAIRE, WI 54702-1225
Preparer
Nathan Kalepp CPA
Phone
7158342001
Raw XML Appendix365 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROMOTE AND ADVANCE THE MECHANICAL CONSTRUCTION INDUSTRY IN NORTHWEST WISCONSIN.
IRS990/AllOtherExpensesGrp/TotalAmt0146
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0JEFFREY GAECKE
IRS990/BooksInCareOfDetail/PhoneNum09127343148
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03315 N BALLARD RD NO D
IRS990/BooksInCareOfDetail/USAddress/CityNm0APPLETON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0549118988
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0175620
IRS990/CashNonInterestBearingGrp/EOYAmt0148302
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt089000
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt069
IRS990/CYOtherExpensesAmt0153549
IRS990/CYOtherRevenueAmt01350
IRS990/CYProgramServiceRevenueAmt0263881
IRS990/CYRevenuesLessExpensesAmt022751
IRS990/CYSalariesCompEmpBnftPaidAmt089000
IRS990/CYTotalExpensesAmt0242549
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0265300
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0TO PROMOTE AND ADVANCE THE MECHANICAL CONSTRUCTION INDUSTRY IN NORTHWEST WISCONSIN.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt02588
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt710.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0JOE LAUER
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVE LEISSES
IRS990/Form990PartVIISectionAGrp/PersonNm2DAVE KOHLS
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK FRANSON
IRS990/Form990PartVIISectionAGrp/PersonNm4MIKE STEINKE
IRS990/Form990PartVIISectionAGrp/PersonNm5LUKE YLINIEMI
IRS990/Form990PartVIISectionAGrp/PersonNm6GREG WEINFURTER
IRS990/Form990PartVIISectionAGrp/PersonNm7GAIL GERHARDT
IRS990/Form990PartVIISectionAGrp/PersonNm8JEFFREY GAECKE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt745000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt844000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt745000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt860000
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXEC DIRECTO
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXEC VICE PR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0265300
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt069
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt069
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROMOTE AND ADVANCE THE MECHANICAL CONSTRUCTION INDUSTRY IN NORTHWEST WISCONSIN.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0485256
IRS990/NetAssetsOrFundBalancesEOYAmt0508007
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0485256
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0508007
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt02885
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE FEE - MCAN
IRS990/OtherExpensesGrp/Desc1EDUCATION REIMBURSEMENTS
IRS990/OtherExpensesGrp/Desc2INDUSTRY PROMOTION EVENTS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/TotalAmt0132555
IRS990/OtherExpensesGrp/TotalAmt19365
IRS990/OtherExpensesGrp/TotalAmt25200
IRS990/OtherExpensesGrp/TotalAmt3810
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01350
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01350
IRS990/OtherRevenueTotalAmt01350
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0JEFFREY GAECKE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES AND ASSESSMEN
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0263881
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0263881
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYInvestmentIncomeAmt0161
IRS990/PYOtherExpensesAmt0166032
IRS990/PYOtherRevenueAmt0600
IRS990/PYProgramServiceRevenueAmt0297281
IRS990/PYRevenuesLessExpensesAmt044010
IRS990/PYSalariesCompEmpBnftPaidAmt088000
IRS990/PYTotalExpensesAmt0254032
IRS990/PYTotalRevenueAmt0298042
IRS990/ReconcilationRevenueExpnssAmt022751
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0309636
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0359705
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleC/AgreeCarryoverPriorYearInd0false
IRS990ScheduleC/OnlyInHouseLobbyingInd0false
IRS990ScheduleC/SubstantiallyAllDuesNondedInd0true
IRS990ScheduleD/ExpensesSubtotalAmt0242549
IRS990ScheduleD/RevenueSubtotalAmt0265300
IRS990ScheduleD/TotalExpensesPerForm990Amt0242549
IRS990ScheduleD/TotalRevenuePerForm990Amt0265300
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0265300
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0242549
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0WISCONSIN RIVER VALLEY MECHANICAL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MECHANICAL CONTRACTORS ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2MECHANICAL CONTRACTORS ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt0CONTRACTORS ASSOCIATION INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt1SHEET METAL INDUSTRY FUND INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine2Txt2EAU CLAIRE SHEET METAL INDUSTRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0391404319
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1391752834
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2562350945
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501C6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PART VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PART VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PART VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt03315 N BALLARD RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt13315 N BALLARD RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt23315 N BALLARD RD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0APPLETON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1APPLETON
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/InvolvedAmt0132555
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/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0485256
IRS990/TotalAssetsEOYAmt0508007
IRS990/TotalAssetsGrp/BOYAmt0485256
IRS990/TotalAssetsGrp/EOYAmt0508007
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0242549
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0485256
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0508007
IRS990/TotalProgramServiceRevenueAmt0263881
IRS990/TotalReportableCompFromOrgAmt089000
IRS990/TotalRevenueGrp/ExclusionAmt069
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0265231
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0265300
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0485256
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0508007
IRS990/TotReportableCompRltdOrgAmt0105000
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03315 N BALLARD RD
IRS990/USAddress/CityNm0APPLETON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd0549118988
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY GAECKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09127343148
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-02
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/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/PreparationDt02022-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATHAN KALEPP CPA
ReturnHeader/ReturnTs02022-05-04T16:24:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GAEKE
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$508,007
Liabilities
$0
Net assets
$508,007
Revenue
$265,300
Expenses
$242,549
Net income
$22,751
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
2021Detailed filing. Detailed filing data is available for this year.$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
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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