Civic Intelligence

Fox Valley Area Sheet Metal Workers Journeyman & Apprentice Training F

990 • Fiscal year 2012 • EIN 39-1416284

Jun 01, 2011 to May 31, 2012 • Filed on Jan 21, 2013

N3172 Westhaven Drive54942
Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2012 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

83rd percentile

20%

Faster asset growth than 83% of similar nonprofits.

2012 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,015,988

Up $167,388 (+20%) from 2011

Net Assets

Up

$1,015,988

Up $167,388 (+20%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$191,363

Up $2,760 (+1.5%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $848,600Liabilities 2011: $0Net Assets 2011: $848,6002011Assets 2012: $1,015,988Liabilities 2012: $0Net Assets 2012: $1,015,9882012Assets 2013: $1,195,448Liabilities 2013: $0Net Assets 2013: $1,195,4482013Assets 2014: $1,364,932Liabilities 2014: $0Net Assets 2014: $1,364,9322014Assets 2015: $1,614,190Liabilities 2015: $0Net Assets 2015: $1,614,1902015Assets 2016: $1,809,550Liabilities 2016: $0Net Assets 2016: $1,809,5502016Assets 2017: $1,915,666Liabilities 2017: $26,062Net Assets 2017: $1,889,6042017Assets 2018: $1,981,440Liabilities 2018: $25,967Net Assets 2018: $1,955,4732018Assets 2019: $2,081,753Liabilities 2019: $54,283Net Assets 2019: $2,027,4702019Assets 2020: $2,127,271Liabilities 2020: $23,165Net Assets 2020: $2,104,1062020Assets 2021: $2,272,094Liabilities 2021: $74,497Net Assets 2021: $2,197,5972021Assets 2022: $2,254,476Liabilities 2022: $56,803Net Assets 2022: $2,197,6732022Assets 2023: $2,416,413Liabilities 2023: $44,213Net Assets 2023: $2,372,2002023

Highlighted filing

2012

Assets$1,015,988
Liabilities$0
Net Assets$1,015,988

Operations Trend

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

$1.5M$1.0M$500K$0Revenue 2011: $350,575Expenses 2011: $188,603Net Income 2011: $161,9722011Expenses 2012: $191,3632012Revenue 2013: $394,726Expenses 2013: $215,266Net Income 2013: $179,4602013Revenue 2014: $361,050Expenses 2014: $191,566Net Income 2014: $169,4842014Revenue 2015: $481,529Expenses 2015: $232,271Net Income 2015: $249,2582015Revenue 2016: $510,286Expenses 2016: $316,424Net Income 2016: $193,8622016Revenue 2017: $572,088Expenses 2017: $492,141Net Income 2017: $79,9472017Revenue 2018: $574,148Expenses 2018: $508,279Net Income 2018: $65,8692018Revenue 2019: $572,501Expenses 2019: $500,504Net Income 2019: $71,9972019Revenue 2020: $626,242Expenses 2020: $549,606Net Income 2020: $76,6362020Revenue 2021: $808,581Expenses 2021: $715,090Net Income 2021: $93,4912021Revenue 2022: $915,337Expenses 2022: $915,261Net Income 2022: $762022Revenue 2023: $1,106,367Expenses 2023: $931,840Net Income 2023: $174,5272023

Highlighted filing

2012

Revenue-
Expenses$191,363
Net Income-
Jump To
Filing Snapshot
Filing Period
Jun 1, 2011 to May 31, 2012
Signed
Jan 21, 2013
Return Version
2011v1.5
Gross Receipts
$358,751
Mission and Program Overview

Mission

Fox valley area sheet metal workers journeyman & apprentice training fund provides educational programs and training for apprentices and journeymen in the fox valley area.

Filing and Contact Details

Filer

EIN
39-1416284
Raw XML Appendix361 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
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IRS990/AddressPrincipalOfficerUS/AddressLine10PO Box 492
IRS990/AddressPrincipalOfficerUS/City0Appleton
IRS990/AddressPrincipalOfficerUS/State0WI
IRS990/AddressPrincipalOfficerUS/ZIPCode054912
IRS990/Advertising/Total00
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IRS990/AllOtherExpenses/Total00
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IRS990/CompensationProcessCEO0true
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IRS990/Form990PartVIISectionA/NamePerson0Brad Baumgart
IRS990/Form990PartVIISectionA/NamePerson1Mark Hill
IRS990/Form990PartVIISectionA/NamePerson2Mike Kees
IRS990/Form990PartVIISectionA/NamePerson3Tom Feldman
IRS990/Form990PartVIISectionA/NamePerson4Bob Sturm
IRS990/Form990PartVIISectionA/NamePerson5Joshua Hammen
IRS990/Form990PartVIISectionA/NamePerson6Patrick Wydeven
IRS990/Form990PartVIISectionA/NamePerson7Nicholas Liesch
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
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IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
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IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/Title0Employer Rep
IRS990/Form990PartVIISectionA/Title1Employer Rep
IRS990/Form990PartVIISectionA/Title2Employer Rep
IRS990/Form990PartVIISectionA/Title3Chairman
IRS990/Form990PartVIISectionA/Title4Employee Rep
IRS990/Form990PartVIISectionA/Title5Employee Rep
IRS990/Form990PartVIISectionA/Title6Employee Rep
IRS990/Form990PartVIISectionA/Title7Employee Rep
IRS990/Form990ProvidedToGoverningBody0true
IRS990/Form990-TFiled0false
IRS990/FormersListed0false
IRS990/FSAudited0true
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IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToDomesticIndividuals/Total00
IRS990/GrantsToDomesticOrgs/Total00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossReceipts0358751
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IncomeFromInvestBondProceeds/TotalRevenueColumn00
IRS990/IndependentAuditFinancialStmt0true
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InformationTechnology/Total00
IRS990/Insurance/Total03585
IRS990/IntangibleAssets/EOY00
IRS990/Interest/Total00
IRS990/InventoriesForSaleOrUse/EOY00
IRS990/InvestmentIncomeCurrentYear09107
IRS990/InvestmentIncome/ExclusionAmount09107
IRS990/InvestmentIncomePriorYear09470
IRS990/InvestmentIncome/TotalRevenueColumn09107
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsOtherSecurities/EOY00
IRS990/InvestmentsProgramRelated/EOY00
IRS990/InvestmentsPubTradedSecurities/EOY00
IRS990/InvestTaxExemptBonds0false
IRS990/LandBuildingsEquipmentBasisNet/EOY00
IRS990/LicensedMoreThanOneState0false
IRS990/LoanToOfficerOrDQP0false
IRS990/LobbyingActivities0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0false
IRS990/MinutesOfGoverningBody0true
IRS990/MissionDescription0Provide schooling and training programs for members of Local 18
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0Tom Feldman
IRS990/NbrIndependentVotingMembers08
IRS990/NbrVotingGoverningBodyMembers08
IRS990/NbrVotingMembersGoverningBody08
IRS990/NetAssetsOrFundBalancesBOY0848600
IRS990/NetAssetsOrFundBalancesEOY01015988
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IRS990/NetIncomeFromFundraisingEvents/TotalRevenueColumn00
IRS990/NetIncomeFromGaming/TotalRevenueColumn00
IRS990/NetIncomeOrLoss/TotalRevenueColumn00
IRS990/NetRentalIncomeOrLoss/TotalRevenueColumn00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NonDeductibleDisclosure0false
IRS990/NumberFormsTransmittedWith109605
IRS990/NumberIndependentVotingMembers08
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees01
IRS990/NumberW2GIncluded00
IRS990/Occupancy/Total00
IRS990/OfficeExpenses/Total00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/OnBehalfOfIssuer0false
IRS990/Organization501c0X
IRS990/OtherAssetsTotal/EOY00
IRS990/OtherEmployeeBenefits/Total011340
IRS990/OtherExpensePriorYear050652
IRS990/OtherExpensesCurrentYear053998
IRS990/OtherExpenses/Description0Miscellaneous
IRS990/OtherExpenses/Description1Supplies
IRS990/OtherExpenses/Description2Instructors' fees
IRS990/OtherExpenses/Description3Coordinator expenses
IRS990/OtherExpenses/Total01363
IRS990/OtherExpenses/Total14469
IRS990/OtherExpenses/Total27898
IRS990/OtherExpenses/Total331349
IRS990/OtherNotesLoansReceivableNet/EOY00
IRS990/OtherRevenueCurrentYear01146
IRS990/OtherRevenueMisc/Description0Miscellaneous
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome01146
IRS990/OtherRevenueMisc/TotalRevenueColumn01146
IRS990/OtherRevenuePriorYear02291
IRS990/OtherSalariesAndWages/Total065541
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/Total05093
IRS990/PensionPlanContributions/Total00
IRS990/PledgesAndGrantsReceivable/EOY00
IRS990/PoliciesReferenceChapters0false
IRS990/PoliticalActivities0false
IRS990/PrepaidExpensesDeferredCharges/EOY00
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenueCY0348498
IRS990/ProgramServiceRevenue/Description0Membership Dues & Assessments
IRS990/ProgramServiceRevenuePriorYear0338814
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0348498
IRS990/ProgramServiceRevenue/TotalRevenueColumn0348498
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReceivablesFromDisqualPersons/EOY00
IRS990/ReceivablesFromOfficersEtc/EOY00
IRS990/ReconcilationRevenueExpenses0167388
IRS990/RegularMonitoringEnforcement0true
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RetainedEarningsEndowmentEtc/BOY0848600
IRS990/RetainedEarningsEndowmentEtc/EOY01015988
IRS990/RevenuesLessExpensesCY0167388
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IRS990/RoyaltiesRevenue/TotalRevenueColumn00
IRS990/Royalties/Total00
IRS990/SalariesEtcCurrentYear081974
IRS990/SalariesEtcPriorYear085355
IRS990/SavingsAndTempCashInvestments/BOY0744096
IRS990/SavingsAndTempCashInvestments/EOY0887595
IRS990/ScheduleBRequired0false
IRS990ScheduleD/ExcessOrDeficitForYear0167388
IRS990ScheduleD/ExcessOrDeficitPerFS0167388
IRS990ScheduleD/ExpensesSubtotal0191363
IRS990ScheduleD/RevenueSubtotal0358751
IRS990ScheduleD/TotalExpenses0191363
IRS990ScheduleD/TotalExpensesPerForm9900191363
IRS990ScheduleD/TotalRevenue0358751
IRS990ScheduleD/TotalRevenuePerForm9900358751
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt0191363
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0358751
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0These documents are available upon request
IRS990ScheduleO/GeneralExplanation/Explanation1The Board approves all disbursements made, and the Fund's conflict of interest policy is taken into considereation on an ongoing basis when the disbursements are approved for payment.
IRS990ScheduleO/GeneralExplanation/Explanation2A draft of the Form 990 was provided to the Training Coordinator and copies of the draft were forwarded to the Board of Trustees for their review and approval before the form was signed.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990, Part VI, Line 19
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990, Part VI, Line 12c
IRS990ScheduleO/GeneralExplanation/Identifier2Form 990, Part VI, Line 11
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/GeneralExplanation/ReturnReference1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990, Part VI, Line 11: Form 990 Review Process
IRS990/ScheduleORequired0true
IRS990/School0false
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IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0WI
IRS990/SubjectToProxyTax0false
IRS990/TaxableDistributions0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine10N1372 Westhaven Drive
IRS990/TheBooksAreInCareOf/AddressUS/City0Greenville
IRS990/TheBooksAreInCareOf/AddressUS/State0WI
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode054942
IRS990/TheBooksAreInCareOf/NamePerson0David Wydeven
IRS990/TheBooksAreInCareOf/TelephoneNumber09207136474
IRS990/TotalAssets/BOY0848600
IRS990/TotalAssetsBOY0848600
IRS990/TotalAssets/EOY01015988
IRS990/TotalAssetsEOY01015988
IRS990/TotalCompGT150K0false
IRS990/TotalContributions00
IRS990/TotalExpensesCurrentYear0191363
IRS990/TotalExpensesPriorYear0188603
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral00
IRS990/TotalFunctionalExpenses/ProgramServices00
IRS990/TotalFunctionalExpenses/Total0191363
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0848600
IRS990/TotalLiabNetAssetsFundBalances/EOY01015988
IRS990/TotalNbrEmployees01
IRS990/TotalNetAssetsFundBalances/BOY0848600
IRS990/TotalNetAssetsFundBalances/EOY01015988
IRS990/TotalOtherRevenue01146
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceRevenue0348498
IRS990/TotalRevenueCurrentYear0358751
IRS990/TotalRevenue/ExclusionAmount09107
IRS990/TotalRevenuePriorYear0350575
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0349644
IRS990/TotalRevenue/TotalRevenueColumn0358751
IRS990/TransactionRelatedEntity0false
IRS990/TransfersToExemptNonChrtblOrg0false
IRS990/TravelEntrtnmntPublicOfficials/Total00
IRS990/Travel/Total00
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0N/A
IRS990/WhistleblowerPolicy0true
IRS990/WrittenPolicyOrProcedure0false
IRS990/YearFormation01999
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0391416284
ReturnHeader/Filer/Name/BusinessNameLine10Fox Valley Area Sheet Metal Workers
ReturnHeader/Filer/Name/BusinessNameLine20Jouneyman & Apprentice Training Fund
ReturnHeader/Filer/NameControl0FOXV
ReturnHeader/Filer/Phone09207136474
ReturnHeader/Filer/USAddress/AddressLine10N3172 Westhaven Drive
ReturnHeader/Filer/USAddress/City0Greenville
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode054942
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-01-21
ReturnHeader/Officer/Name0Tom Feldman
ReturnHeader/Officer/Title0Chairman
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Erickson & Associates SC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101000 West College
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Appleton
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WI
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode054914
ReturnHeader/Preparer/Name0Abraham D Eisen
ReturnHeader/Preparer/Phone09207334957
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02011-06-01
ReturnHeader/TaxPeriodEndDate02012-05-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-01-24T07:26:54-08:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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.$2.42$0.04$2.37$1.11$0.93$0.17
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.25$0.06$2.20$0.92$0.92$0.00
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$0.07$2.20$0.81$0.72$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.02$2.10$0.63$0.55$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.08$0.05$2.03$0.57$0.50$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$0.03$1.96$0.57$0.51$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.03$1.89$0.57$0.49$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$1.81$0.51$0.32$0.19
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.48$0.23$0.25
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.36$0.19$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.20$0.00$1.20$0.39$0.22$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.19
2011Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$0.35$0.19$0.16