Civic Intelligence

Fox Valley Area Sheet Metal Workers Journeyman & Apprentice Training F

990 • Fiscal year 2016 • EIN 39-1416284

Jun 01, 2015 to May 31, 2016 • Filed on Apr 14, 2016

Organization ProfileN/A
1981 American DriveNeenah, WI 54956

(920) 713-6474

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

89th percentile

38%

Higher net margin than 89% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

58th percentile

6.0%

Faster revenue growth than 58% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,809,550

Up $195,360 (+12%) from 2015

Net Assets

Up

$1,809,550

Up $195,360 (+12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin89th percentile

Revenue

Up

$510,286

Up $28,757 (+6.0%) from 2015

Expenses

Up

$316,424

Up $84,153 (+36%) from 2015

Net Income

Down

$193,862

Down $55,396 (-22%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2016

Assets$1,809,550
Liabilities$0
Net Assets$1,809,550
Open 2016 Filing

Operations Trend

Revenue Growth58th 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

2016

Revenue$510,286
Expenses$316,424
Net Income$193,862
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Apr 14, 2016
Return Version
2015v3.0
Gross Receipts
$510,286
Mission and Program Overview

Mission

Provide schooling and training programs for members of Local 18

Provide schooling and training programs for members of local 18.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,614,190$1,809,550▲ $195,360
Land, Buildings, and Equipment, Net$758,377$1,251,161▲ $492,784
Cash and Non-Interest-Bearing Accounts$503,105$416,393▼ $86,712
Savings and Temporary Cash Investments$352,708$141,996▼ $210,712
Total Assets$1,614,190$1,809,550▲ $195,360
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,614,190$1,809,550▲ $195,360
Total Liabilities and Net Assets / Fund Balance$1,614,190$1,809,550▲ $195,360

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,145,049$39,485$1,184,534
Land$106,112-$106,112
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Dan WippichChairman
Tom FeldmanPast Chairma
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
$508,902
Investment Income
$737
Other Revenue
$647
Change in Net Assets
$193,862

Audited Revenue Reconciliation

Revenue per Audited Statements
$510,286
Total Revenue per Audited Statements
$510,286
Total Revenue per Form 990
$510,286
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$172,028
Salaries, Compensation, and Employee Benefits$111,800
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$88,192
Occupancy---$38,118
Benefits to Members---$32,596
Office Expenses---$28,844
Depreciation Depletion---$27,980
Other Employee Benefits---$16,918
Fees for Services Accounting---$9,681
Insurance---$9,251
Payroll Taxes---$6,690
Other Expenses---$6,472
All Other Expenses---$5,230
Total Functional Expenses$0$0$0$316,424

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$316,424
Total Expenses per Form 990$316,424
Total Expenses per Audited Statements$314,926
Expenses Not Reported on Form 990$-1,498
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
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
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, Page 6, Part VI, Line 11B

“A draft of 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, Page 6, Part VI, Line 12C

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

Form 990, Page 6, Part VI, Line 15A

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

Form 990, Page 6, Part VI, Line 19

“These documents are available 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
Mike Kees
Title
Employer Rep
Phone
9207136474
Signed
2016-04-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Kees
Formed
1999
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
2

Preparer

Firm
Erickson & Associates Sc
Address
1000 WEST COLLEGE AVE, APPLETON, WI 54914
Preparer
Abraham D Eisen
Phone
9207334957
Raw XML Appendix318 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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IRS990/Form990PartVIISectionAGrp/TitleTxt3EMPLOYEE REP
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF 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 INTE REST POLICY IS TAKEN INTO CONSIDERATION ON AN ONGOING BASIS WHEN THE DISBU RSEMENTS ARE APPROVED FOR PAYMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES APPROVES THE TRAINING COORDINATOR'S SALARY ON AN ANN UAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THESE DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01614190
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01809550
IRS990/TotalProgramServiceRevenueAmt0508902
IRS990/TotalRevenueGrp/ExclusionAmt0737
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0509549
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0510286
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01614190
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01809550
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01215 HYLAND AVENUE
IRS990/USAddress/CityNm0KAUKAUNA
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd054130
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE KEES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EMPLOYER REP
ReturnHeader/BusinessOfficerGrp/PhoneNum09207136474
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOX VALLEY AREA SHEET METAL WORKERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JOURNEYMAN & APPRENTICE TRAINING FD
ReturnHeader/Filer/BusinessNameControlTxt0FOXV
ReturnHeader/Filer/EIN0391416284
ReturnHeader/Filer/PhoneNum09207136474
ReturnHeader/Filer/USAddress/AddressLine1Txt01981 AMERICAN DRIVE
ReturnHeader/Filer/USAddress/CityNm0NEENAH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd054956
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391520996
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERICKSON & ASSOCIATES SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01000 WEST COLLEGE AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0APPLETON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd054914
ReturnHeader/PreparerPersonGrp/PhoneNum09207334957
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ABRAHAM D EISEN
ReturnHeader/ReturnTs02017-04-17T13:09:52+00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-06-01
ReturnHeader/TaxPeriodEndDt02016-05-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,809,550
Liabilities
$0
Net assets
$1,809,550
Revenue
$510,286
Expenses
$316,424
Net income
$193,862
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
2016Detailed filing. Detailed filing data is available for this year.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • $1M-$5M nonprofits