Civic Intelligence

Madison Area Sheet Metal Workers Education Trust

990 • Fiscal year 2020 • EIN 39-1415341

Aug 01, 2019 to Jul 31, 2020 • Filed on Jun 11, 2021

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

85th percentile

0.62x

Higher debt load relative to assets than 85% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

91st percentile

2.31x

Higher debt load relative to revenue than 91% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

61st percentile

11%

Higher net margin than 61% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

38th percentile

$4,231

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

85th percentile

49%

Faster asset growth than 85% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

33rd percentile

-10%

Faster revenue growth than 33% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$3,589,611

Up $1,172,990 (+49%) from 2019

Net Assets

Up

$1,347,708

Up $111,036 (+9.0%) from 2019

Liabilities

Up

$2,241,903

Up $1,061,954 (+90%) from 2019

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin61st percentile

Revenue

Down

$969,920

Down $110,530 (-10%) from 2019

Expenses

Up

$858,884

Up $229,720 (+37%) from 2019

Net Income

Down

$111,036

Down $340,250 (-75%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth85th 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

2020

Assets$3,589,611
Liabilities$2,241,903
Net Assets$1,347,708
Open 2020 Filing

Operations Trend

Revenue Growth33rd 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

2020

Revenue$969,920
Expenses$858,884
Net Income$111,036
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2019 to Jul 31, 2020
Signed
Jun 11, 2021
Return Version
2019v5.2
Gross Receipts
$969,920
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$1,482,138$3,032,623▲ $1,550,485
Cash and Non-Interest-Bearing Accounts$695,161$406,783▼ $288,378
Accounts Receivable$161,244$144,146▼ $17,098
Savings and Temporary Cash Investments$75,856--
Prepaid Expenses and Deferred Charges$2,222$6,059▲ $3,837
Total Assets$2,416,621$3,589,611▲ $1,172,990
Liabilities
Mortgage Notes Payable Secured by Investment Property$747,414$2,165,066▲ $1,417,652
Accounts Payable and Accrued Expenses$432,535$76,837▼ $355,698
Total Liabilities$1,179,949$2,241,903▲ $1,061,954
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,236,672$1,347,708▲ $111,036
Total Net Assets Fund Balance$1,236,672$1,347,708▲ $111,036
Total Liabilities and Net Assets / Fund Balance$2,416,621$3,589,611▲ $1,172,990

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,441,043$47,863$2,488,906
Equipment$591,580$92,090$683,670
Other Land Buildings$0$5,495$5,495
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleBaseTotal
Gary HunterTrustee$4,231$4,231

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
$949,480
Investment Income
$704
Other Revenue
$19,736
Change in Net Assets
$111,036

Audited Revenue Reconciliation

Revenue per Audited Statements
$969,920
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$969,920
Total Revenue per Form 990
$969,920
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$527,484
Salaries, Compensation, and Employee Benefits$331,400
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$196,529--$196,529
Depreciation Depletion$131,908--$131,908
Interest$76,020--$76,020
Other Employee Benefits$57,557--$57,557
Pension Plan Contributions$55,188--$55,188
Occupancy$52,102--$52,102
Office Expenses-$31,826-$31,826
Fees for Services Legal-$27,717-$27,717
Other Expenses$24,455--$24,455
Travel$22,032--$22,032
Payroll Taxes$15,538--$15,538
Fees for Services Management-$12,687-$12,687
Insurance$7,100--$7,100
Current Officers, Directors, Trustees, and Key Employees$6,588--$6,588
Fees for Services Other-$6,250-$6,250
Conferences and Meetings$3,127--$3,127
All Other Expenses$321$1,321-$1,642
Total Functional Expenses$779,083$79,801$0$858,884

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$858,884
Total Expenses per Audited Statements$858,884
Total Expenses per Form 990$858,884
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 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
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
2021-06-11
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
5
Volunteers
3

Preparer

Firm
Sikich Llp
Address
13400 BISHOPS LANE SUITE 300, BROOKFIELD, WI 53005
Preparer
James B Boutelle 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 409 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/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS - 2015 AMOUNT: $ 3,836. 2016 AMOUNT: $ 2,943. 2017 AMOUNT: $ 2,121. 2018 AMOUNT: $ 4,844. 2019 AMOUNT: $ 19,736.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0704
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01841
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01836
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01304
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05695
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0949480
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01073765
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0722706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0399166
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0360928
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03506045
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0704
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01841
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01836
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt01304
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05695
IRS990ScheduleA/InvestmentIncomeCYPct00.00160
IRS990ScheduleA/InvestmentIncomePYPct00.00170
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt019736
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt04844
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt02121
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt02943
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt03836
IRS990ScheduleA/OtherIncome509Grp/TotalAmt033480
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98890
IRS990ScheduleA/PublicSupportPY509Pct00.99300
IRS990ScheduleA/PublicSupportTotal509Amt03506045
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0949480
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01073765
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0722706
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0399166
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0360928
IRS990ScheduleA/Total509Grp/TotalAmt03506045
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0969920
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt01080450
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0726663
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0403413
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0364774
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03545220
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt02441043
IRS990ScheduleD/BuildingsGrp/DepreciationAmt047863
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02488906
IRS990ScheduleD/EquipmentGrp/BookValueAmt0591580
IRS990ScheduleD/EquipmentGrp/DepreciationAmt092090
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0683670
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0858884
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05495
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt05495
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0969920
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/TotalBookValueLandBuildingsAmt03032623
IRS990ScheduleD/TotalExpensesPerForm990Amt0858884
IRS990ScheduleD/TotalRevenuePerForm990Amt0969920
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0969920
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0858884
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/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02416621
IRS990/TotalAssetsEOYAmt03589611
IRS990/TotalAssetsGrp/BOYAmt02416621
IRS990/TotalAssetsGrp/EOYAmt03589611
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt079801
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0779083
IRS990/TotalFunctionalExpensesGrp/TotalAmt0858884
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01179949
IRS990/TotalLiabilitiesEOYAmt02241903
IRS990/TotalLiabilitiesGrp/BOYAmt01179949
IRS990/TotalLiabilitiesGrp/EOYAmt02241903
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01236672
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01347708
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0779083
IRS990/TotalProgramServiceRevenueAmt0949480
IRS990/TotalReportableCompFromOrgAmt04231
IRS990/TotalRevenueGrp/ExclusionAmt0704
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0969216
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0969920
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02416621
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03589611
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt022032
IRS990/TravelGrp/TotalAmt022032
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT BARTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08887199567
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-06-11
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
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363168081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SIKICH LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt013400 BISHOPS LANE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,589,611
Liabilities
$2,241,903
Net assets
$1,347,708
Revenue
$969,920
Expenses
$858,884
Net income
$111,036
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