Liabilities / Assets
28th percentile
Higher debt load relative to assets than 28% of similar nonprofits.
990 • Fiscal year 2017 • EIN 39-1416284
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
28th percentile
Higher debt load relative to assets than 28% of similar nonprofits.
Liabilities / Revenue
36th percentile
Higher debt load relative to revenue than 36% of similar nonprofits.
Net Margin
72nd percentile
Higher net margin than 72% of similar nonprofits.
Top Officer Pay
35th percentile
Higher top officer pay than 35% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
58th percentile
Faster asset growth than 58% of similar nonprofits.
Revenue Growth
64th percentile
Faster revenue growth than 64% of similar nonprofits.
Assets
Up$1,915,666
Up $106,116 (+5.9%) from 2016
Net Assets
Up$1,889,604
Up $80,054 (+4.4%) from 2016
Liabilities
Up$26,062
Up $26,062 from 2016
Revenue
Up$572,088
Up $61,802 (+12%) from 2016
Expenses
Up$492,141
Up $175,717 (+56%) from 2016
Net Income
Down$79,947
Down $113,915 (-59%) from 2016
Fox valley area sheet metal workers journeyman & apprentice training fund provides educational programs and training for apprentices and journeymen in the fox valley area.
To provide schooling and training programs for members of local 18
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $1,809,550 | $1,889,604 | ▲ $80,054 |
| Land, Buildings, and Equipment, Net | $1,251,161 | $1,536,062 | ▲ $284,901 |
| Cash and Non-Interest-Bearing Accounts | $416,393 | $207,674 | ▼ $208,719 |
| Savings and Temporary Cash Investments | $141,996 | $84,209 | ▼ $57,787 |
| Accounts Receivable | - | $83,466 | - |
| Prepaid Expenses and Deferred Charges | - | $4,255 | - |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $1,809,550 | $1,915,666 | ▲ $106,116 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $0 | $26,062 | ▲ $26,062 |
| Total Liabilities | $0 | $26,062 | ▲ $26,062 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $1,809,550 | $1,889,604 | ▲ $80,054 |
| Total Liabilities and Net Assets / Fund Balance | $1,809,550 | $1,915,666 | ▲ $106,116 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Buildings | $1,068,515 | $61,881 | $1,130,396 |
| Equipment | $338,275 | $21,388 | $359,663 |
| Land | $106,112 | - | $106,112 |
| Other Land Buildings | $23,160 | $5,023 | $28,183 |
| Name | Title |
|---|---|
| Dan Wippich | Chairman |
| Mike Kees | Co-chairman |
| Brad Baumgart | Trustee |
| Carven Blanck | Trustee |
| Eric Bestul | Trustee |
| Jeff Mielke | Trustee |
| Mark Hill | Trustee |
| Patrick Wydeven | Trustee |
| Line Item | Amount |
|---|---|
| Other Expenses | $264,564 |
| Salaries, Compensation, and Employee Benefits | $227,577 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Other Salaries and Wages | - | - | - | $152,598 |
| Depreciation Depletion | - | - | - | $48,807 |
| Other Employee Benefits | - | - | - | $34,461 |
| Pension Plan Contributions | - | - | - | $17,724 |
| Occupancy | - | - | - | $17,462 |
| All Other Expenses | - | - | - | $15,820 |
| Other Expenses | - | - | - | $15,029 |
| Payroll Taxes | - | - | - | $12,718 |
| Information Technology | - | - | - | $11,126 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $10,076 |
| Office Expenses | - | - | - | $8,767 |
| Fees for Services Accounting | - | - | - | $5,900 |
| Insurance | - | - | - | $5,464 |
| Conferences and Meetings | - | - | - | $4,034 |
| Travel | - | - | - | $2,113 |
| Total Functional Expenses | $0 | $0 | $0 | $492,141 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $492,141 |
| Total Expenses per Audited Statements | $492,141 |
| Total Expenses per Form 990 | $492,141 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“The labor trustees are appointed by voting members of local 18. Management trustees are appointed by the sheet metal contractors association.”
“The organization has no committee with the authority to act on behalf of the governing body.”
“The officer responsible for signing the form 990 and the administrative manager review the form 990 prior to filing.”
“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.”
“The board of trustees approves the training coordinator's salary on an annual basis.”
“The organization makes its governing documents and financial statements available to the public upon request.”
“During the year ended may 31, 2017, the fund changed its method of accounting from the modified cash basis of accounting to the accrual basis of accounting. The fund believes that the accrual basis more accurately reflects its financial position and results of operations.”
“The board of trustees is responsible for the selection of an independent accountant.”
“U.s. Generally accepted accounting principles require fund 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.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 26062 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 83466 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE SCHOOLING AND TRAINING PROGRAMS FOR MEMBERS OF LOCAL 18 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 15820 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | BOARD OF TRUSTEES |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9207136474 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1981 AMERICAN DRIVE |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | NEENAH |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 54956 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 416393 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 207674 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 10076 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 4034 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 991 |
| IRS990/CYOtherExpensesAmt | 0 | 264564 |
| IRS990/CYOtherRevenueAmt | 0 | 3955 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 567142 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 79947 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 227577 |
| IRS990/CYTotalExpensesAmt | 0 | 492141 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 572088 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 48807 |
| IRS990/Desc | 0 | TO PROVIDE SCHOOLING AND TRAINING FOR APPRENTICES, JOURNEYMEN, EMPLOYEES, OR INSTRUCTOR TRAINING & EDUCATION IN THE SHEET METAL TRADE & RELATED OCCUPATIONS. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 9 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 5900 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | DAN WIPPICH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MIKE KEES |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | CARVEN BLANCK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | PATRICK WYDEVEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | ERIC BESTUL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | JEFF MIELKE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | BRAD BAUMGART |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | MARK HILL |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | CO-CHAIRMAN |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1999 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 572088 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 11126 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 5464 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 991 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 991 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 88292 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 1251161 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 1536062 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 1624354 |
| IRS990/LegalDomicileStateCd | 0 | WI |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO PROVIDE SCHOOLING AND TRAINING PROGRAMS FOR MEMBERS OF LOCAL 18. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 1809550 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 1889604 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 17462 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 8767 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 34461 |
| IRS990/OtherExpensesGrp/Desc | 0 | TRAINING CENTER CONSUMA |
| IRS990/OtherExpensesGrp/Desc | 1 | TUITION REIMBURSEMENTS |
| IRS990/OtherExpensesGrp/Desc | 2 | CONTRACTOR REIMBURSEMEN |
| IRS990/OtherExpensesGrp/Desc | 3 | TRAINING CENTER MAINTEN |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 67811 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 46191 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 16040 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 15029 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | APPRENTICE COMPLETION |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | CALCULATOR SALES |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 3280 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 1 | 675 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 3280 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 675 |
| IRS990/OtherRevenueTotalAmt | 0 | 3955 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 152598 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 12718 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 17724 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 4255 |
| IRS990/PrincipalOfficerNm | 0 | DAN WIPPICH |
| IRS990/PriorPeriodAdjustmentsAmt | 0 | 107 |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | TUITION AND FEES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 535342 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 31800 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 535342 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 31800 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 32596 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 737 |
| IRS990/PYOtherExpensesAmt | 0 | 172028 |
| IRS990/PYOtherRevenueAmt | 0 | 647 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 508902 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 193862 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 111800 |
| IRS990/PYTotalExpensesAmt | 0 | 316424 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 510286 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 79947 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 1809550 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 1889604 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 141996 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 84209 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/BuildingsGrp/BookValueAmt | 0 | 1068515 |
| IRS990ScheduleD/BuildingsGrp/DepreciationAmt | 0 | 61881 |
| IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 1130396 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 338275 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 21388 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 359663 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 492141 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/LandGrp/BookValueAmt | 0 | 106112 |
| IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt | 0 | 106112 |
| IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt | 0 | 23160 |
| IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt | 0 | 5023 |
| IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt | 0 | 28183 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 572088 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE FUND 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/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 1536062 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 492141 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 572088 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 572088 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 492141 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE LABOR TRUSTEES ARE APPOINTED BY VOTING MEMBERS OF LOCAL 18. MANAGEMENT TRUSTEES ARE APPOINTED BY THE SHEET METAL CONTRACTORS ASSOCIATION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE ORGANIZATION HAS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE OFFICER RESPONSIBLE FOR SIGNING THE FORM 990 AND THE ADMINISTRATIVE MANAGER REVIEW THE FORM 990 PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE BOARD OF TRUSTEES APPROVES THE TRAINING COORDINATOR'S SALARY ON AN ANNUAL BASIS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | DURING THE YEAR ENDED MAY 31, 2017, THE FUND CHANGED ITS METHOD OF ACCOUNTING FROM THE MODIFIED CASH BASIS OF ACCOUNTING TO THE ACCRUAL BASIS OF ACCOUNTING. THE FUND BELIEVES THAT THE ACCRUAL BASIS MORE ACCURATELY REFLECTS ITS FINANCIAL POSITION AND RESULTS OF OPERATIONS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION B, LINE 15A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990 PART XII LINE 1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | FORM 990, PART XII, LINE 2C: |
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| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
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| IRS990/TotalAssetsEOYAmt | 0 | 1915666 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 1809550 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 1915666 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 9 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 492141 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 26062 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 26062 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 1809550 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 1889604 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 567142 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 991 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 571097 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 572088 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 1809550 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 1915666 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TravelGrp/TotalAmt | 0 | 2113 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 1981 AMERICAN DRIVE |
| IRS990/USAddress/CityNm | 0 | NEENAH |
| IRS990/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/USAddress/ZIPCd | 0 | 54956 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 8 |
| IRS990/VotingMembersIndependentCnt | 0 | 8 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2018-03-14 21:41:22Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DAN WIPPICH |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | CHAIRMAN |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9207136474 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-04-03 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FOX VALLEY AREA SHEET METAL WORKERS |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | JOURNEYMAN & APPRENTICE TRAINING FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FOXV |
| ReturnHeader/Filer/EIN | 0 | 391416284 |
| ReturnHeader/Filer/PhoneNum | 0 | 9207136474 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 1981 AMERICAN DRIVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | NEENAH |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 54956 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | E42FABC788F0FB532AB94CF457BA86B7C98F625F |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 703F57F79DDF40FF40ACB23CEC41B9B084B6A398 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 70.61.53.194 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-04-03 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | CD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 13:28:20 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 391531945 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | FREYBERG HINKLE ASHLAND POWERS & STOWELL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 15420 W CAPITOL DR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BROOKFIELD |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | WI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 530052621 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2627846210 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JAMES M ASHLAND CPA |
| ReturnHeader/ReturnTs | 0 | 2018-04-06T10:44:25-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-06-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-05-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.