Civic Intelligence

Fox Valley Area Sheet Metal Workers Journeyman & Apprentice Training Fund

990 • Fiscal year 2014 • EIN 39-1416284

Jun 01, 2013 to May 31, 2014 • Filed on Feb 26, 2015

Organization ProfileN/A
N3172 Westhaven DriveWaukesha, WI 54942

(920) 713-6474

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

13th percentile

0.00x

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

23rd percentile

-8.5%

Faster revenue growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$1,364,932

Up $169,484 (+14%) from 2013

Net Assets

Up

$1,364,932

Up $169,484 (+14%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin91st percentile

Revenue

Down

$361,050

Down $33,676 (-8.5%) from 2013

Expenses

Down

$191,566

Down $23,700 (-11%) from 2013

Net Income

Down

$169,484

Down $9,976 (-5.6%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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

2014

Assets$1,364,932
Liabilities$0
Net Assets$1,364,932
Open 2014 Filing

Operations Trend

Revenue Growth23rd percentile

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

2014

Revenue$361,050
Expenses$191,566
Net Income$169,484
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Feb 26, 2015
Return Version
2013v4.0
Gross Receipts
$361,050
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.

Provide schooling and training programs for members of Local 18

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,195,448$1,364,932▲ $169,484
Savings and Temporary Cash Investments$1,017,025$1,219,558▲ $202,533
Cash and Non-Interest-Bearing Accounts$178,423$145,374▼ $33,049
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$1,195,448$1,364,932▲ $169,484
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,195,448$1,364,932▲ $169,484
Total Liabilities and Net Assets / Fund Balance$1,195,448$1,364,932▲ $169,484
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Tom FeldmanChairman
Bob SturmEmployee Rep
Joshua HammenEmployee Rep
Nicholas LieschEmployee Rep
Patrick WydevenEmployee Rep
Brad BaumgartEmployer Rep
Mark HillEmployer Rep
Mike KeesEmployer Rep
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$353,673
Investment Income
$5,823
Other Revenue
$1,554
Change in Net Assets
$169,484

Audited Revenue Reconciliation

Revenue per Audited Statements
$361,050
Total Revenue per Audited Statements
$361,050
Total Revenue per Form 990
$361,050
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$82,252
Other Expenses$63,570
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$64,650
Benefits to Members---$45,744
Other Employee Benefits---$12,932
Fees for Services Accounting---$5,755
Payroll Taxes---$4,670
Insurance---$4,040
Office Expenses---$3,062
Other Expenses---$2,414
Fees for Services Legal---$1,125
All Other Expenses---$411
Total Functional Expenses$0$0$0$191,566

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$191,566
Total Expenses per Audited Statements$191,566
Total Expenses per Form 990$191,566
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“A 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.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“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, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The Board of Trustees approves the Training Coordinator's salary on an annual basis.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“These documents are available upon request”

Filing and Contact Details

Filer

EIN
39-1416284
Phone
9207136474

Signing Officer

Name
Tom Feldman
Title
Chairman
Signed
2015-02-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Feldman
Formed
1999
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
1

Preparer

Preparer
Abraham D Eisen
Phone
9207334957
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A 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/SupplementalInformationDetail/ExplanationTxt1The 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/ExplanationTxt2The Board of Trustees approves the Training Coordinator's salary on an annual basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3These documents are available upon request
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01195448
IRS990/TotalAssetsEOYAmt01364932
IRS990/TotalAssetsGrp/BOYAmt01195448
IRS990/TotalAssetsGrp/EOYAmt01364932
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0191566
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01195448
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01364932
IRS990/TotalProgramServiceRevenueAmt0353673
IRS990/TotalRevenueGrp/ExclusionAmt05823
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0355227
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0361050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01195448
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01364932
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10PO Box 492
IRS990/USAddress/City0Appleton
IRS990/USAddress/State0WI
IRS990/USAddress/ZIPCode054912
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Tom Feldman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-26
ReturnHeader/Filer/BusinessName/BusinessNameLine10Fox Valley Area Sheet Metal Workers
ReturnHeader/Filer/BusinessName/BusinessNameLine20Journeyman & Apprentice Training Fund
ReturnHeader/Filer/BusinessNameControlTxt0FOXV
ReturnHeader/Filer/EIN0391416284
ReturnHeader/Filer/PhoneNum09207136474
ReturnHeader/Filer/USAddress/AddressLine10N3172 Westhaven Drive
ReturnHeader/Filer/USAddress/City0Greenville
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode054942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Erickson & Associates SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101000 West College
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Appleton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode054914
ReturnHeader/PreparerPersonGrp/PhoneNum09207334957
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Abraham D Eisen
ReturnHeader/ReturnTs02015-02-27T13:52:30-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-06-01
ReturnHeader/TaxPeriodEndDt02014-05-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,364,932
Liabilities
$0
Net assets
$1,364,932
Revenue
$361,050
Expenses
$191,566
Net income
$169,484
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
2014Detailed filing. Detailed filing data is available for this year.$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