Civic Intelligence

Fox Valley Area Sheet Metal Workers Jouneyman & Apprentice Training Fund

EIN 39-1416284 • 501(c)5 • Neenah, WI

Profile

Provide schooling and training programs for members of local 18.

1981 American DriveNeenah, WI 54956

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

38th percentile

0.03x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

52nd percentile

8.0%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets35th percentile

Using 2023 Form 990 data because the latest 2024 filing does not report standard financial totals.

Assets

Up

$2,416,413

Up $161,937 (+7.2%) from 2022

Liabilities

Down

$44,213

Down $12,590 (-22%) from 2022

Net Assets

Up

$2,372,200

Up $174,527 (+7.9%) from 2022

Operations
Liabilities / Revenue38th percentileNet Margin76th percentile

Revenue

Up

$1,106,367

Up $191,030 (+21%) from 2022

Expenses

Up

$931,840

Up $16,579 (+1.8%) from 2022

Net Income

Up

$174,527

Up $174,451 (+229541%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

Latest loaded filing

2023

Assets$2,416,413
Liabilities$44,213
Net Assets$2,372,200
Open 2023 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest 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

Latest loaded filing

2023

Revenue$1,106,367
Expenses$931,840
Net Income$174,527
Open 2023 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
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
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Mar 24, 2022
Return Version
2020v4.2
Gross Receipts
$824,157
Mission and Program Overview

Mission

Provide schooling and training programs for members of Local 18

To provide schooling and training programs for members of local 18

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,543,850$1,503,761▼ $40,089
Cash and Non-Interest-Bearing Accounts$392,638$566,303▲ $173,665
Accounts Receivable$99,223$110,779▲ $11,556
Savings and Temporary Cash Investments$85,605$86,072▲ $467
Prepaid Expenses and Deferred Charges$5,955$5,179▼ $776
Total Assets$2,127,271$2,272,094▲ $144,823
Liabilities
Accounts Payable and Accrued Expenses$23,165$74,497▲ $51,332
Total Liabilities$23,165$74,497▲ $51,332
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,104,106$2,197,597▲ $93,491
Total Net Assets Fund Balance$2,104,106$2,197,597▲ $93,491
Total Liabilities and Net Assets / Fund Balance$2,127,271$2,272,094▲ $144,823

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$960,419$182,119$1,142,538
Equipment$437,230$178,738$615,968
Land$106,112-$106,112
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Carven BlanckCo-chairman
Dan WippichCo-chairman
Daniel NovakLabor Trustee
Mark LantagneLabor Trustee
Patrick WydevenLabor Trustee
Ben DelcoreManagement Trustees
Brad BaumgartManagement Trustees
Dan BuechlerManagement Trustees
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$798,400
Investment Income
$-1,309
Other Revenue
$11,490
Change in Net Assets
$93,491

Audited Revenue Reconciliation

Revenue per Audited Statements
$808,581
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$808,581
Total Revenue per Form 990
$808,581
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$383,082
Salaries, Compensation, and Employee Benefits$332,008
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$212,963--$212,963
Depreciation Depletion-$87,702-$87,702
Pension Plan Contributions$61,892--$61,892
Fees for Services Legal-$46,861-$46,861
Fees for Services Management-$42,701-$42,701
Other Employee Benefits$41,133--$41,133
All Other Expenses$9,725$13,296-$23,021
Other Expenses$26,291$19,792-$19,792
Payroll Taxes$16,020--$16,020
Office Expenses-$12,485-$12,485
Fees for Services Accounting-$10,775-$10,775
Insurance-$8,974-$8,974
Information Technology-$7,541-$7,541
Fees for Services Other-$3,538-$3,538
Travel-$259-$259
Total Functional Expenses$461,166$253,924$0$715,090

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$715,090
Total Expenses per Audited Statements$715,090
Total Expenses per Form 990$715,090
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 7A

“The labor trustees are appointed by the executive board of local 18. Management trustees are appointed by the sheet metal contractors association.”

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

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

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

“The officer responsible for signing the form 990 and the administrative manager review the form 990 prior to filing.”

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

“The board approves all disbursements made and the fund's conflict of interest policy is taken into consideration on an ongoing basis when the disbursements are approved for payment.”

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

“The board of trustees approves the training coordinator's salary on an annual basis.”

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
Fox Valley Area Sheet Metal Workers
EIN
39-1416284
Phone
9207136474
Address
1981 AMERICAN DRIVE, NEENAH, WI 54956

Signing Officer

Name
Dan Wippich
Title
Co - Chairman
Phone
9207136474
Signed
2022-03-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Wippich
Formed
1999
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
8
Volunteers
8

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:

“The board of trustees is responsible for the selection of an independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“Under a determination letter dated july 31, 2019, the internal revenue service ("irs") ruled that the fund qualifies as a tax-exempt, publicly supported organization under section 501(c)(3) of the internal revenue code ("irc") effective march 27, 2019 and is, therefore, not subject to tax under present income tax laws. Prior to march 27, 2019, the irs ruled that the fund qualified under section 501(c)(5) of the irc and was, therefore, not subject to tax. U.s. Gaap requires plan management to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if the fund has taken an uncertain tax position that more likely than not would not be sustained upon examination by the irs. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 428 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt023165
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt074497
IRS990/AccountsReceivableGrp/BOYAmt099223
IRS990/AccountsReceivableGrp/EOYAmt0110779
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE SCHOOLING AND TRAINING PROGRAMS FOR MEMBERS OF LOCAL 18
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt013296
IRS990/AllOtherExpensesGrp/ProgramServicesAmt09725
IRS990/AllOtherExpensesGrp/TotalAmt023021
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BOARD OF TRUSTEES
IRS990/BooksInCareOfDetail/PhoneNum02627981838
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02201 SPRINGDALE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0WAUKESHA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053186
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0392638
IRS990/CashNonInterestBearingGrp/EOYAmt0566303
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-1309
IRS990/CYOtherExpensesAmt0383082
IRS990/CYOtherRevenueAmt011490
IRS990/CYProgramServiceRevenueAmt0798400
IRS990/CYRevenuesLessExpensesAmt093491
IRS990/CYSalariesCompEmpBnftPaidAmt0332008
IRS990/CYTotalExpensesAmt0715090
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0808581
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt087702
IRS990/DepreciationDepletionGrp/TotalAmt087702
IRS990/Desc0TO PROVIDE SCHOOLING AND TRAINING FOR APPRENTICES, JOURNEYMEN, EMPLOYEES, OR INSTRUCTOR TRAINING & EDUCATION IN THE SHEET METAL TRADE & RELATED OCCUPATIONS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt08
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0461166
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010775
IRS990/FeesForServicesAccountingGrp/TotalAmt010775
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt046861
IRS990/FeesForServicesLegalGrp/TotalAmt046861
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt042701
IRS990/FeesForServicesManagementGrp/TotalAmt042701
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03538
IRS990/FeesForServicesOtherGrp/TotalAmt03538
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
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/PersonNm0DAN WIPPICH
IRS990/Form990PartVIISectionAGrp/PersonNm1CARVEN BLANCK
IRS990/Form990PartVIISectionAGrp/PersonNm2BRAD BAUMGART
IRS990/Form990PartVIISectionAGrp/PersonNm3BEN DELCORE
IRS990/Form990PartVIISectionAGrp/PersonNm4DAN BUECHLER
IRS990/Form990PartVIISectionAGrp/PersonNm5MARK LANTAGNE
IRS990/Form990PartVIISectionAGrp/PersonNm6DANIEL NOVAK
IRS990/Form990PartVIISectionAGrp/PersonNm7PATRICK WYDEVEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2MANAGEMENT TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt3MANAGEMENT TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt4MANAGEMENT TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt5LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6LABOR TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7LABOR TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01999
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-1776
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt013800
IRS990/GrossReceiptsAmt0824157
IRS990/GrossRentsGrp/RealAmt05893
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt07541
IRS990/InformationTechnologyGrp/TotalAmt07541
IRS990/InsuranceGrp/ManagementAndGeneralAmt08974
IRS990/InsuranceGrp/TotalAmt08974
IRS990/InvestmentIncomeGrp/ExclusionAmt0467
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0467
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0360857
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01543850
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01503761
IRS990/LandBldgEquipCostOrOtherBssAmt01864618
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt015576
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE SCHOOLING AND TRAINING PROGRAMS FOR MEMBERS OF LOCAL 18.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02104106
IRS990/NetAssetsOrFundBalancesEOYAmt02197597
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1776
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1776
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt05893
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt05893
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt02104106
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt02197597
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012485
IRS990/OfficeExpensesGrp/TotalAmt012485
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt041133
IRS990/OtherEmployeeBenefitsGrp/TotalAmt041133
IRS990/OtherExpensesGrp/Desc0TUITION REIMBURSEMENTS
IRS990/OtherExpensesGrp/Desc1TRAINING CENTER MAINTEN
IRS990/OtherExpensesGrp/Desc2TRAINING CENTER CONSUMA
IRS990/OtherExpensesGrp/Desc3UTILITIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt019792
IRS990/OtherExpensesGrp/ProgramServicesAmt055253
IRS990/OtherExpensesGrp/ProgramServicesAmt137889
IRS990/OtherExpensesGrp/ProgramServicesAmt226291
IRS990/OtherExpensesGrp/TotalAmt055253
IRS990/OtherExpensesGrp/TotalAmt137889
IRS990/OtherExpensesGrp/TotalAmt226291
IRS990/OtherExpensesGrp/TotalAmt319792
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt05597
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05597
IRS990/OtherRevenueTotalAmt05597
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0212963
IRS990/OtherSalariesAndWagesGrp/TotalAmt0212963
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt016020
IRS990/PayrollTaxesGrp/TotalAmt016020
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt061892
IRS990/PensionPlanContributionsGrp/TotalAmt061892
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05955
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05179
IRS990/PrincipalOfficerNm0DAN WIPPICH
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1TUITION AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0667058
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1131342
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0667058
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1131342
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt020000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-4718
IRS990/PYOtherExpensesAmt0365801
IRS990/PYOtherRevenueAmt0582
IRS990/PYProgramServiceRevenueAmt0610378
IRS990/PYRevenuesLessExpensesAmt076636
IRS990/PYSalariesCompEmpBnftPaidAmt0183805
IRS990/PYTotalExpensesAmt0549606
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0626242
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt093491
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt05893
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0809890
IRS990/SavingsAndTempCashInvstGrp/BOYAmt085605
IRS990/SavingsAndTempCashInvstGrp/EOYAmt086072
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0960419
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0182119
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01142538
IRS990ScheduleD/EquipmentGrp/BookValueAmt0437230
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0178738
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0615968
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0715090
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0106112
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0106112
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0808581
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0UNDER A DETERMINATION LETTER DATED JULY 31, 2019, THE INTERNAL REVENUE SERVICE ("IRS") RULED THAT THE FUND QUALIFIES AS A TAX-EXEMPT, PUBLICLY SUPPORTED ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") EFFECTIVE MARCH 27, 2019 AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. PRIOR TO MARCH 27, 2019, THE IRS RULED THAT THE FUND QUALIFIED UNDER SECTION 501(C)(5) OF THE IRC AND WAS, THEREFORE, NOT SUBJECT TO TAX. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND 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/TotalBookValueLandBuildingsAmt01503761
IRS990ScheduleD/TotalExpensesPerForm990Amt0715090
IRS990ScheduleD/TotalRevenuePerForm990Amt0808581
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0808581
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0715090
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd01
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE FUND ANNUALLY PURCHASES SPACE IN LOCAL NEWSPAPERS COVERING THE FUND'S GEOGRAPHIC JURISDICTION TO PUBLICIZE ITS RACIALLY NONDISCRIMINATORY POLICY.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE LABOR TRUSTEES ARE APPOINTED BY THE EXECUTIVE BOARD OF LOCAL 18. MANAGEMENT TRUSTEES ARE APPOINTED BY THE SHEET METAL CONTRACTORS ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE OFFICER RESPONSIBLE FOR SIGNING THE FORM 990 AND THE ADMINISTRATIVE MANAGER REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD APPROVES ALL DISBURSEMENTS MADE AND THE FUND'S CONFLICT OF INTEREST POLICY IS TAKEN INTO CONSIDERATION ON AN ONGOING BASIS WHEN THE DISBURSEMENTS ARE APPROVED FOR PAYMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES APPROVES THE TRAINING COORDINATOR'S SALARY ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingEntityName/BusinessNameLine1Txt0FOX VALLEY AREA SHEET METAL WORKERS JOURNEYMAN & APPRENTICE TRAINING FUND
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt01981 AMERICAN DRIVE LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EndOfYearAssetsAmt01091450
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0HOLDING TITLE AND OPERATING THE TRAINING FACILITY FOR THE FUND
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt07133
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt02201 SPRINGDALE ROAD
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0WAUKESHA
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd053186
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02127271
IRS990/TotalAssetsEOYAmt02272094
IRS990/TotalAssetsGrp/BOYAmt02127271
IRS990/TotalAssetsGrp/EOYAmt02272094
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0253924
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0461166
IRS990/TotalFunctionalExpensesGrp/TotalAmt0715090
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023165
IRS990/TotalLiabilitiesEOYAmt074497
IRS990/TotalLiabilitiesGrp/BOYAmt023165
IRS990/TotalLiabilitiesGrp/EOYAmt074497
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02104106
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02197597
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0461166
IRS990/TotalProgramServiceRevenueAmt0798400
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0-1309
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0809890
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0808581
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02127271
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02272094
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt0259
IRS990/TravelGrp/TotalAmt0259
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01981 AMERICAN DRIVE
IRS990/USAddress/CityNm0NEENAH
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054956
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN WIPPICH

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