Civic Intelligence

Madison Area Sheet Metal Workers Education Trust

990 • Fiscal year 2019 • EIN 39-1415341

Aug 01, 2018 to Jul 31, 2019 • Filed on Jul 14, 2020

Organization ProfileWWW.MADISONSMJATC.ORG
2201 Springdale RoadWaukesha, WI 53186

(888) 719-9567

Siviq Scores

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

Liabilities / Assets

81st percentile

0.49x

Higher debt load relative to assets than 81% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

87th percentile

1.09x

Higher debt load relative to revenue than 87% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$671

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

97th percentile

168%

Faster asset growth than 97% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

87th percentile

49%

Faster revenue growth than 87% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$2,416,621

Up $1,516,203 (+168%) from 2018

Net Assets

Up

$1,236,672

Up $451,286 (+57%) from 2018

Liabilities

Up

$1,179,949

Up $1,064,917 (+926%) from 2018

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin89th percentile

Revenue

Up

$1,080,450

Up $353,787 (+49%) from 2018

Expenses

Up

$629,164

Up $181,272 (+40%) from 2018

Net Income

Up

$451,286

Up $172,515 (+62%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth97th 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

2019

Assets$2,416,621
Liabilities$1,179,949
Net Assets$1,236,672
Open 2019 Filing

Operations Trend

Revenue Growth87th 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

2019

Revenue$1,080,450
Expenses$629,164
Net Income$451,286
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2018 to Jul 31, 2019
Signed
Jul 14, 2020
Return Version
2018v3.2
Gross Receipts
$1,080,450
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.

Provide educational programs for apprentices and journeymen in madison and the surrounding area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,389$1,482,138▲ $1,476,749
Cash and Non-Interest-Bearing Accounts$568,744$695,161▲ $126,417
Accounts Receivable$174,475$161,244▼ $13,231
Savings and Temporary Cash Investments$150,810$75,856▼ $74,954
Prepaid Expenses and Deferred Charges$1,000$2,222▲ $1,222
Total Assets$900,418$2,416,621▲ $1,516,203
Liabilities
Mortgage Notes Payable Secured by Investment Property$0$747,414▲ $747,414
Accounts Payable and Accrued Expenses$115,032$432,535▲ $317,503
Total Liabilities$115,032$1,179,949▲ $1,064,917
Net Assets / Fund Balance
Unrestricted Net Assets$785,386$1,236,672▲ $451,286
Total Net Assets Fund Balance$785,386$1,236,672▲ $451,286
Total Liabilities and Net Assets / Fund Balance$900,418$2,416,621▲ $1,516,203

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$729,437-$729,437
Leasehold Improvements$598,910-$598,910
Equipment$153,791$13,540$167,331
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleBaseTotal
Gary HunterTrustee$671$671

Board Members and Trustees

NameTitle
Brad WerleinCo-chair
Scott BartzCo-chair
Marcus NelsonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,073,681
Investment Income
$1,841
Other Revenue
$4,928
Change in Net Assets
$451,286

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,080,450
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$1,080,450
Total Revenue per Form 990
$1,080,450
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$432,312
Salaries, Compensation, and Employee Benefits$196,852
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$117,051-$117,051
Fees for Services Legal-$94,818-$94,818
Pension Plan Contributions-$46,316-$46,316
Occupancy-$26,414-$26,414
Other Employee Benefits-$24,530-$24,530
Travel$19,016--$19,016
Fees for Services Management-$12,299-$12,299
Conferences and Meetings$9,132--$9,132
Payroll Taxes-$8,955-$8,955
Office Expenses-$8,343-$8,343
Other Expenses$36,603$8,196-$8,196
Fees for Services Accounting-$5,125-$5,125
Insurance-$4,656-$4,656
Depreciation Depletion-$2,466-$2,466
All Other Expenses-$1,577-$1,577
Advertising$1,160--$1,160
Total Functional Expenses$268,418$360,746$0$629,164

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$629,164
Total Expenses per Audited Statements$629,164
Total Expenses per Form 990$629,164
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
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
8887199567
Address
2201 SPRINGDALE ROAD, WAUKESHA, WI 53186

Signing Officer

Name
Scott Bartz
Title
Co-chair
Phone
8887199567
Signed
2020-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Bartz
Formed
1981
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
3
Employees
2
Volunteers
3

Preparer

Firm
Sikich Llp
Address
13400 BISHOPS LANE SUITE 300, BROOKFIELD, WI 53005
Preparer
Jill M Boyle CPA
Phone
2627549400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“No changes from prior year”

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service (irs) has ruled that the trust qualifies under section 501(c)(3) of the internal revenue code and is, therefore, not subject to tax under present income tax laws.”

Raw XML AppendixShowing 400 of 411 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/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0722706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0399166
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0360928
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0413891
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02970456
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01841
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01836
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01304
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt091
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05082
IRS990ScheduleA/InvestmentIncomeCYPct00.00170
IRS990ScheduleA/InvestmentIncomePYPct00.00150
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt04844
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt02121
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt02943
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt03836
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02134
IRS990ScheduleA/OtherIncome509Grp/TotalAmt015878
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99300
IRS990ScheduleA/PublicSupportPY509Pct00.99340
IRS990ScheduleA/PublicSupportTotal509Amt02970456
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01073765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0722706
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0399166
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0360928
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0413891
IRS990ScheduleA/Total509Grp/TotalAmt02970456
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt01080450
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0726663
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0403413
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0364774
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0416116
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02991416
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0729437
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0729437
IRS990ScheduleD/EquipmentGrp/BookValueAmt0153791
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013540
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0167331
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0629164
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0598910
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0598910
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01080450
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE (IRS) HAS RULED THAT THE TRUST QUALIFIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01482138
IRS990ScheduleD/TotalExpensesPerForm990Amt0629164
IRS990ScheduleD/TotalRevenuePerForm990Amt01080450
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01080450
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0629164
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/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0900418
IRS990/TotalAssetsEOYAmt02416621
IRS990/TotalAssetsGrp/BOYAmt0900418
IRS990/TotalAssetsGrp/EOYAmt02416621
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0360746
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0268418
IRS990/TotalFunctionalExpensesGrp/TotalAmt0629164
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0115032
IRS990/TotalLiabilitiesEOYAmt01179949
IRS990/TotalLiabilitiesGrp/BOYAmt0115032
IRS990/TotalLiabilitiesGrp/EOYAmt01179949
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0785386
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01236672
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0268418
IRS990/TotalProgramServiceRevenueAmt01073681
IRS990/TotalReportableCompFromOrgAmt0671
IRS990/TotalRevenueGrp/ExclusionAmt06685
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01073765
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01080450
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0900418
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02416621
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt019016
IRS990/TravelGrp/TotalAmt019016
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0785386
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01236672
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02201 SPRINGDALE ROAD
IRS990/USAddress/CityNm0WAUKESHA
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053186
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.MADISONSMJATC.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT BARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08887199567
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MADISON AREA SHEET METAL WORKERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MADI
ReturnHeader/Filer/EIN0391415341
ReturnHeader/Filer/PhoneNum08887199567
ReturnHeader/Filer/USAddress/AddressLine1Txt02201 SPRINGDALE ROAD
ReturnHeader/Filer/USAddress/CityNm0WAUKESHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053186
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D845358BABF1F13643AFD2AEE4BA53C7EABFA55A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.231.245.211
ReturnHeader/FilingSecurityInformation/IPDt02020-07-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm007:32:33
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363168081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIKICH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013400 BISHOPS LANE SUITE 300

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,416,621
Liabilities
$1,179,949
Net assets
$1,236,672
Revenue
$1,080,450
Expenses
$629,164
Net income
$451,286
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