Civic Intelligence

Fox Valley Area Sheet Metal Workers Journeyman & Apprentice Training F

990 • Fiscal year 2019 • EIN 39-1416284

Jun 01, 2018 to May 31, 2019 • Filed on Feb 10, 2020

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

36th percentile

0.03x

Higher debt load relative to assets than 36% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

52nd percentile

0.09x

Higher debt load relative to revenue than 52% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

69th percentile

13%

Higher net margin than 69% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$2,352

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

56th percentile

5.1%

Faster asset growth than 56% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

38th percentile

-0.3%

Faster revenue growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$2,081,753

Up $100,313 (+5.1%) from 2018

Net Assets

Up

$2,027,470

Up $71,997 (+3.7%) from 2018

Liabilities

Up

$54,283

Up $28,316 (+109%) from 2018

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin69th percentile

Revenue

Down

$572,501

Down $1,647 (-0.3%) from 2018

Expenses

Down

$500,504

Down $7,775 (-1.5%) from 2018

Net Income

Up

$71,997

Up $6,128 (+9.3%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2019

Assets$2,081,753
Liabilities$54,283
Net Assets$2,027,470
Open 2019 Filing

Operations Trend

Revenue Growth38th 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

2019

Revenue$572,501
Expenses$500,504
Net Income$71,997
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2018 to May 31, 2019
Signed
Feb 10, 2020
Return Version
2018v3.1
Gross Receipts
$572,501
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.

To provide schooling and training programs for members of local 18

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,955,473$2,027,470▲ $71,997
Land, Buildings, and Equipment, Net$1,495,589$1,540,978▲ $45,389
Cash and Non-Interest-Bearing Accounts$294,695$353,086▲ $58,391
Accounts Receivable$98,541$97,826▼ $715
Savings and Temporary Cash Investments$84,661$84,978▲ $317
Prepaid Expenses and Deferred Charges$7,954$4,885▼ $3,069
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,981,440$2,081,753▲ $100,313
Liabilities
Accounts Payable and Accrued Expenses$25,967$54,283▲ $28,316
Total Liabilities$25,967$54,283▲ $28,316
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,955,473$2,027,470▲ $71,997
Total Liabilities and Net Assets / Fund Balance$1,981,440$2,081,753▲ $100,313

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,021,217$121,321$1,142,538
Equipment$389,422$73,555$462,977
Land$106,112-$106,112
Other Land Buildings$24,227$12,915$37,142
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleBaseTotal
Eric BestulTrustee$2,352$2,352

Board Members and Trustees

NameTitle
Carven BlanckCo-chairman
Dan WippichCo-chairman
Brad BaumgartTrustee
Dan BuechlerTrustee
Jeff MielkeTrustee
Mark HillTrustee
Patrick WydevenTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$571,519
Investment Income
$317
Other Revenue
$665
Change in Net Assets
$71,997

Audited Revenue Reconciliation

Revenue per Audited Statements
$572,501
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$572,501
Total Revenue per Form 990
$572,501
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$310,885
Salaries, Compensation, and Employee Benefits$189,619
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$123,401--$123,401
Depreciation Depletion-$61,721-$61,721
Fees for Services Management-$42,000-$42,000
Fees for Services Legal-$36,058-$36,058
Pension Plan Contributions$32,381--$32,381
Other Employee Benefits$21,284--$21,284
All Other Expenses$7,198$13,992-$21,190
Other Expenses$17,911$19,661-$17,911
Payroll Taxes$12,553--$12,553
Insurance-$9,898-$9,898
Fees for Services Accounting-$9,871-$9,871
Office Expenses-$9,329-$9,329
Travel-$7,402-$7,402
Information Technology-$5,424-$5,424
Fees for Services Other-$848-$848
Total Functional Expenses$284,300$216,204$0$500,504

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$500,504
Total Expenses per Audited Statements$500,504
Total Expenses per Form 990$500,504
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
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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 4

“The fund restated its trust agreement effective june 1, 2018. Among the changes: -the board of trustees was increased from 6 trustees to 8 trustees, -the trust allows for email ballots between regularly scheduled meetings and the ability to conduct telephonic meetings, -the board of trustees quorum increased from 1 employer and 1 employee trustee to 2 employer and 2 employee trustees, -the officer language was revised from chairman and secretary-treasurer to co-chairman, and from vice-chairman and assistant secretary treasurer to vice co-chairman, and -specified the trustees shall meet at least once quarterly.”

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
2020-02-10
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
10
Volunteers
0

Preparer

Firm
Freyberg Hinkle Ashland Powers & Stowell
Address
15420 W CAPITOL DR, BROOKFIELD, WI 53005-2621
Preparer
James M Ashland CPA
Phone
2627846210
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:

“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.”

Raw XML AppendixShowing 400 of 424 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/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt131503
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0540016
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt131503
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0422
IRS990/PYOtherExpensesAmt0310362
IRS990/PYOtherRevenueAmt0761
IRS990/PYProgramServiceRevenueAmt0572965
IRS990/PYRevenuesLessExpensesAmt065869
IRS990/PYSalariesCompEmpBnftPaidAmt0197917
IRS990/PYTotalExpensesAmt0508279
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0574148
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt071997
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0572184
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01955473
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02027470
IRS990/SavingsAndTempCashInvstGrp/BOYAmt084661
IRS990/SavingsAndTempCashInvstGrp/EOYAmt084978
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01021217
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0121321
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01142538
IRS990ScheduleD/EquipmentGrp/BookValueAmt0389422
IRS990ScheduleD/EquipmentGrp/DepreciationAmt073555
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0462977
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0500504
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0106112
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0106112
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt024227
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt012915
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt037142
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0572501
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.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/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01540978
IRS990ScheduleD/TotalExpensesPerForm990Amt0500504
IRS990ScheduleD/TotalRevenuePerForm990Amt0572501
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0572501
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0500504
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd00
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd00
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd00
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/ExplanationTxt1LINE 4B AND 4D ARE NOT APPLICABLE AS THIS IS AN APPRENTICESHIP AND JOURNEYMEN TRAINING PROGRAM.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, PART I, LINE 4
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FUND RESTATED ITS TRUST AGREEMENT EFFECTIVE JUNE 1, 2018. AMONG THE CHANGES: -THE BOARD OF TRUSTEES WAS INCREASED FROM 6 TRUSTEES TO 8 TRUSTEES, -THE TRUST ALLOWS FOR EMAIL BALLOTS BETWEEN REGULARLY SCHEDULED MEETINGS AND THE ABILITY TO CONDUCT TELEPHONIC MEETINGS, -THE BOARD OF TRUSTEES QUORUM INCREASED FROM 1 EMPLOYER AND 1 EMPLOYEE TRUSTEE TO 2 EMPLOYER AND 2 EMPLOYEE TRUSTEES, -THE OFFICER LANGUAGE WAS REVISED FROM CHAIRMAN AND SECRETARY-TREASURER TO CO-CHAIRMAN, AND FROM VICE-CHAIRMAN AND ASSISTANT SECRETARY TREASURER TO VICE CO-CHAIRMAN, AND -SPECIFIED THE TRUSTEES SHALL MEET AT LEAST ONCE QUARTERLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE LABOR TRUSTEES ARE APPOINTED BY THE EXECUTIVE BOARD OF LOCAL 18. MANAGEMENT TRUSTEES ARE APPOINTED BY THE SHEET METAL CONTRACTORS ASSOCIATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS NO COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE OFFICER RESPONSIBLE FOR SIGNING THE FORM 990 AND THE ADMINISTRATIVE MANAGER REVIEW THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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/ExplanationTxt5THE BOARD OF TRUSTEES APPROVES THE TRAINING COORDINATOR'S SALARY ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01981440
IRS990/TotalAssetsEOYAmt02081753
IRS990/TotalAssetsGrp/BOYAmt01981440
IRS990/TotalAssetsGrp/EOYAmt02081753
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0216204
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0284300
IRS990/TotalFunctionalExpensesGrp/TotalAmt0500504
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt025967
IRS990/TotalLiabilitiesEOYAmt054283
IRS990/TotalLiabilitiesGrp/BOYAmt025967
IRS990/TotalLiabilitiesGrp/EOYAmt054283
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01955473
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02027470
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0284300
IRS990/TotalProgramServiceRevenueAmt0571519
IRS990/TotalReportableCompFromOrgAmt02352
IRS990/TotalRevenueGrp/ExclusionAmt0317
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0572184
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0572501
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01981440
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02081753
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt07402
IRS990/TravelGrp/TotalAmt07402
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN WIPPICH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum09207136474
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FOX VALLEY AREA SHEET METAL WORKERS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JOURNEYMAN & APPRENTICE TRAINING FUND
ReturnHeader/Filer/BusinessNameControlTxt0FOXV
ReturnHeader/Filer/EIN0391416284
ReturnHeader/Filer/PhoneNum09207136474

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,081,753
Liabilities
$54,283
Net assets
$2,027,470
Revenue
$572,501
Expenses
$500,504
Net income
$71,997
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
2019Detailed filing. Detailed filing data is available for this year.$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