Civic Intelligence

Madison Area Sheet Metal Workers Education Trust

990 • Fiscal year 2017 • EIN 39-1415341

Aug 01, 2016 to Jul 31, 2017 • Filed on Jan 15, 2018

Organization ProfileWWW.MADISONSMJATC.ORG
1602 South Park Street No 216Madison, WI 53715

(608) 220-4546

Siviq Scores

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

Liabilities / Assets

70th percentile

0.17x

Higher debt load relative to assets than 70% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

78th percentile

0.26x

Higher debt load relative to revenue than 78% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

65th percentile

10%

Higher net margin than 65% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

51st percentile

$4,351

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

59th percentile

7.0%

Faster asset growth than 59% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

11%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$611,912

Up $40,001 (+7.0%) from 2016

Net Assets

Up

$506,615

Up $40,475 (+8.7%) from 2016

Liabilities

Down

$105,297

Down $474 (-0.4%) from 2016

Revenue And Expenses
Liabilities / Revenue78th percentileNet Margin65th percentile

Revenue

Up

$403,413

Up $38,639 (+11%) from 2016

Expenses

Up

$362,938

Up $26,334 (+7.8%) from 2016

Net Income

Up

$40,475

Up $12,305 (+44%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $89,917Liabilities 2010: $2,974Net Assets 2010: $86,9432010Assets 2011: $127,759Liabilities 2011: $2,974Net Assets 2011: $124,7852011Assets 2012: $369,650Liabilities 2012: $1,526Net Assets 2012: $368,1242012Assets 2013: $532,625Liabilities 2013: $215,318Net Assets 2013: $317,3072013Assets 2014: $466,671Liabilities 2014: $89,106Net Assets 2014: $377,5652014Assets 2015: $553,303Liabilities 2015: $115,333Net Assets 2015: $437,9702015Assets 2016: $571,911Liabilities 2016: $105,771Net Assets 2016: $466,1402016Assets 2017: $611,912Liabilities 2017: $105,297Net Assets 2017: $506,6152017Assets 2018: $900,418Liabilities 2018: $115,032Net Assets 2018: $785,3862018Assets 2019: $2,416,621Liabilities 2019: $1,179,949Net Assets 2019: $1,236,6722019Assets 2020: $3,589,611Liabilities 2020: $2,241,903Net Assets 2020: $1,347,7082020Assets 2021: $3,529,965Liabilities 2021: $2,091,949Net Assets 2021: $1,438,0162021Assets 2022: $3,379,495Liabilities 2022: $1,963,900Net Assets 2022: $1,415,5952022Assets 2023: $3,383,394Liabilities 2023: $1,832,683Net Assets 2023: $1,550,7112023Assets 2024: $3,461,350Liabilities 2024: $1,677,662Net Assets 2024: $1,783,6882024

Highlighted filing

2017

Assets$611,912
Liabilities$105,297
Net Assets$506,615
Open 2017 Filing

Operations Trend

Revenue Growth61st percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2010: $86,538Expenses 2010: $119,028Net Income 2010: -$32,4902010Revenue 2011: $119,910Expenses 2011: $82,068Net Income 2011: $37,8422011Revenue 2012: $195,186Expenses 2012: $78,011Net Income 2012: $117,1752012Revenue 2013: $264,092Expenses 2013: $186,540Net Income 2013: $77,5522013Revenue 2014: $279,147Expenses 2014: $218,889Net Income 2014: $60,2582014Revenue 2015: $416,116Expenses 2015: $355,711Net Income 2015: $60,4052015Revenue 2016: $364,774Expenses 2016: $336,604Net Income 2016: $28,1702016Revenue 2017: $403,413Expenses 2017: $362,938Net Income 2017: $40,4752017Revenue 2018: $726,663Expenses 2018: $447,892Net Income 2018: $278,7712018Revenue 2019: $1,080,450Expenses 2019: $629,164Net Income 2019: $451,2862019Revenue 2020: $969,920Expenses 2020: $858,884Net Income 2020: $111,0362020Revenue 2021: $988,507Expenses 2021: $898,199Net Income 2021: $90,3082021Revenue 2022: $1,022,787Expenses 2022: $1,045,208Net Income 2022: -$22,4212022Revenue 2023: $1,307,649Expenses 2023: $1,172,533Net Income 2023: $135,1162023Revenue 2024: $1,524,042Expenses 2024: $1,291,065Net Income 2024: $232,9772024

Highlighted filing

2017

Revenue$403,413
Expenses$362,938
Net Income$40,475
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Jan 15, 2018
Return Version
2016v3.0
Gross Receipts
$403,413
Mission and Program Overview

Mission

Madison area sheet metal workers educational trust provides educational programs and training for apprentices and journeymen in madison, wi and the surrounding area.

Madison area sheet metal workers educational trust provides educational programs and training for apprentices and journeymen in madison, wisconsin and the surrounding area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$271,645$302,582▲ $30,937
Savings and Temporary Cash Investments$222,966$224,271▲ $1,305
Accounts Receivable$67,750$76,378▲ $8,628
Land, Buildings, and Equipment, Net$9,550$8,681▼ $869
Total Assets$571,911$611,912▲ $40,001
Liabilities
Accounts Payable and Accrued Expenses$105,771$105,297▼ $474
Total Liabilities$105,771$105,297▼ $474
Net Assets / Fund Balance
Unrestricted Net Assets$384,183$417,700▲ $33,517
Temporarily Rstr Net Assets$81,957$88,915▲ $6,958
Total Net Assets Fund Balance$466,140$506,615▲ $40,475
Total Liabilities and Net Assets / Fund Balance$571,911$611,912▲ $40,001

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,567$5,401$10,968
Other Land Buildings$3,114$2,381$5,495
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleBaseTotal
Gary HunterTrustee$4,351$4,351
Don BrinkmeierCo-chair$2,774$2,774

Board Members and Trustees

NameTitle
Scott BartzCo-chair
Brad WerleinTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$398,512
Investment Income
$1,304
Other Revenue
$3,597
Change in Net Assets
$40,475

Audited Revenue Reconciliation

Revenue per Audited Statements
$403,413
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$403,413
Total Revenue per Form 990
$403,413
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$216,671
Salaries, Compensation, and Employee Benefits$146,267
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$87,303-$87,303
Pension Plan Contributions-$35,725-$35,725
Other Employee Benefits-$16,561-$16,561
Conferences and Meetings$8,969--$8,969
Occupancy-$6,976-$6,976
Payroll Taxes-$6,678-$6,678
Office Expenses-$6,331-$6,331
Advertising$6,283--$6,283
Fees for Services Accounting-$5,714-$5,714
Travel$3,502--$3,502
Depreciation Depletion-$3,141-$3,141
Insurance-$2,818-$2,818
Fees for Services Legal-$1,624-$1,624
Other Expenses$28,061$544-$544
Total Functional Expenses$189,523$173,415$0$362,938

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$362,938
Total Expenses per Audited Statements$362,938
Total Expenses per Form 990$362,938
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The trust has no committee with authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The prepared form 990 is reviewed by the organization's governing body and management before the return is filed with the irs.”

Form 990, Part VI, Section B, Line 12C

“The board will review, make determination of, and note in meeting minutes any conflicts of interest. An independent review shall periodically review actions taken by the board on behalf of the trust. At the first annual meeting of the board, and each year thereafter, each member of the board and board advisor shall sign a written statement regarding the conflict of interest policy.”

Form 990, Part VI, Section B, Line 15A

“The trustees created the training coordinator position and entered into an employment agreement with the current training coordinator in june 2014. The training coordinator is compensated based on a 40 hour work week at the foreman pay rate as provided in the labor agreement between sheet metal workers local #18 and madison area mechanical & sheet metal contractors association.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Madison Area Sheet Metal Workers
EIN
39-1415341
Phone
6082204546
Address
1602 SOUTH PARK STREET NO 216, MADISON, WI 53715

Signing Officer

Name
Scott Bartz
Title
Co-chair
Phone
6082204546
Signed
2018-01-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Bartz
Formed
1981
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
2
Employees
1
Volunteers
4

Preparer

Firm
Freyberg Hinkle Ashland Powers & Stowell
Address
15420 W CAPITOL DR, BROOKFIELD, WI 53005-2621
Preparer
James M Ashland CPA
Phone
2627846210
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No changes from prior year”

Financial Statement Notes

PART X, LINE 2:

“U.s. Generally accepted accounting principles require management of an organization to evaluate tax positions taken by the organization and recognize a tax liability (or asset) if the organization has taken an uncertain tax position that more likely than not would not be sustained upon examination by the irs. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix397 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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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01497
IRS990ScheduleA/InvestmentIncomeCYPct00.00090
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02943
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt03836
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt02134
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0108
IRS990ScheduleA/OtherIncome509Grp/TotalAmt09021
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99390
IRS990ScheduleA/PublicSupportPY509Pct00.99580
IRS990ScheduleA/PublicSupportTotal509Amt01717024
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0399166
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0360928
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0413891
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0278997
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0264042
IRS990ScheduleA/Total509Grp/TotalAmt01717024
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0403413
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0364774
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0416116
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0279147
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0264092
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01727542
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt05567
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05401
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt010968
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0362938
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03114
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02381
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05495
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0403413
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE MANAGEMENT OF AN ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt08681
IRS990ScheduleD/TotalExpensesPerForm990Amt0362938
IRS990ScheduleD/TotalRevenuePerForm990Amt0403413
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0403413
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0362938
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST HAS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PREPARED FORM 990 IS REVIEWED BY THE ORGANIZATION'S GOVERNING BODY AND MANAGEMENT BEFORE THE RETURN IS FILED WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD WILL REVIEW, MAKE DETERMINATION OF, AND NOTE IN MEETING MINUTES ANY CONFLICTS OF INTEREST. AN INDEPENDENT REVIEW SHALL PERIODICALLY REVIEW ACTIONS TAKEN BY THE BOARD ON BEHALF OF THE TRUST. AT THE FIRST ANNUAL MEETING OF THE BOARD, AND EACH YEAR THEREAFTER, EACH MEMBER OF THE BOARD AND BOARD ADVISOR SHALL SIGN A WRITTEN STATEMENT REGARDING THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES CREATED THE TRAINING COORDINATOR POSITION AND ENTERED INTO AN EMPLOYMENT AGREEMENT WITH THE CURRENT TRAINING COORDINATOR IN JUNE 2014. THE TRAINING COORDINATOR IS COMPENSATED BASED ON A 40 HOUR WORK WEEK AT THE FOREMAN PAY RATE AS PROVIDED IN THE LABOR AGREEMENT BETWEEN SHEET METAL WORKERS LOCAL #18 AND MADISON AREA MECHANICAL & SHEET METAL CONTRACTORS ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO CHANGES FROM PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt081957
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt088915
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0571911
IRS990/TotalAssetsEOYAmt0611912
IRS990/TotalAssetsGrp/BOYAmt0571911
IRS990/TotalAssetsGrp/EOYAmt0611912
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0173415
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0189523
IRS990/TotalFunctionalExpensesGrp/TotalAmt0362938
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0105771
IRS990/TotalLiabilitiesEOYAmt0105297
IRS990/TotalLiabilitiesGrp/BOYAmt0105771
IRS990/TotalLiabilitiesGrp/EOYAmt0105297
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0466140
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0506615
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0189523
IRS990/TotalProgramServiceRevenueAmt0398512
IRS990/TotalReportableCompFromOrgAmt07125
IRS990/TotalRevenueGrp/ExclusionAmt04247
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0399166
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0403413
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt04
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0571911
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0611912
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt03502
IRS990/TravelGrp/TotalAmt03502
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0384183
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0417700
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01602 SOUTH PARK STREET NO 216
IRS990/USAddress/CityNm0MADISON
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053715
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0WWW.MADISONSMJATC.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT BARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum06082204546
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MADISON AREA SHEET METAL WORKERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MADI
ReturnHeader/Filer/EIN0391415341
ReturnHeader/Filer/PhoneNum06082204546
ReturnHeader/Filer/USAddress/AddressLine1Txt01602 SOUTH PARK STREET NO 216
ReturnHeader/Filer/USAddress/CityNm0MADISON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053715
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02A3F482710C69FCCEFE18B634FA3E25425E25BFA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03972137AB098234AFA465114004C73B0D1EF18AE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.61.53.194
ReturnHeader/FilingSecurityInformation/IPDt02018-01-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm016:34:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391531945
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FREYBERG HINKLE ASHLAND POWERS & STOWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015420 W CAPITOL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0530052621
ReturnHeader/PreparerPersonGrp/PhoneNum02627846210
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES M ASHLAND CPA
ReturnHeader/ReturnTs02018-01-15T17:10:10-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-08-01
ReturnHeader/TaxPeriodEndDt02017-07-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$611,912
Liabilities
$105,297
Net assets
$506,615
Revenue
$403,413
Expenses
$362,938
Net income
$40,475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.46$1.68$1.78$1.52$1.29$0.23
2023Detailed filing. Detailed filing data is available for this year.$3.38$1.83$1.55$1.31$1.17$0.14
2022Detailed filing. Detailed filing data is available for this year.$3.38$1.96$1.42$1.02$1.05$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.53$2.09$1.44$0.99$0.90$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.59$2.24$1.35$0.97$0.86$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.42$1.18$1.24$1.08$0.63$0.45
2018Detailed filing. Detailed filing data is available for this year.$0.90$0.12$0.79$0.73$0.45$0.28
2017Detailed filing. Detailed filing data is available for this year.$0.61$0.11$0.51$0.40$0.36$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.11$0.47$0.36$0.34$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.12$0.44$0.42$0.36$0.06
2014Detailed filing. Detailed filing data is available for this year.$0.47$0.09$0.38$0.28$0.22$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.22$0.32$0.26$0.19$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.20$0.08$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.13$0.00$0.12$0.12$0.08$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$0.09$0.12$0.03